KING FARM PRESBYTERIAN RETIREMENT: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- KING FARM PRESBYTERIAN RETIREMENT (EIN 20-2004162)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201823199349302942
- Schema version
- 2017v2.3
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T09:12:10-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202004162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KING FARM PRESBYTERIAN RETIREMENT | BusinessNameLine1Txt |
| Business Name Line2 | COMMUNITY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KING | BusinessNameControlTxt |
| Phone | 2404999015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 RESEARCH BLVD STE 450 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN DIUBALDO | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 2404999015 | PhoneNum |
| Signature | 2018-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS GREEN CPA | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | 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 | 2018-11-15 | IPDt |
| IP Tm | 07:03:46 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EDBA9E346E33D8FDAC35F5746F849DF1C5CC14B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGLESIDE AT KING FARM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LYNN O'CONNOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 RESEARCH BLVD STE 450 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $178,898,351 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.IKFMD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2004 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE QUALITY CONTINUING CARE SERVICES TO OLDER ADULTS IN A PRESBYTERIAN-AFFILIATED ORGANIZATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 305 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $103,874 | PYContributionsGrantsAmt |
| CY Contributions Grants | $155,308 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,488,606 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,734,444 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$68,832 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,265,034 | CYInvestmentIncomeAmt |
| PY Other Revenue | $658,599 | PYOtherRevenueAmt |
| CY Other Revenue | $559,594 | CYOtherRevenueAmt |
| PY Total Revenue | $22,182,247 | PYTotalRevenueAmt |
| CY Total Revenue | $24,714,380 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $113,841 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $109,917 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,609,999 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,997,676 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,522,981 | PYOtherExpensesAmt |
| CY Other Expenses | $20,979,796 | CYOtherExpensesAmt |
| PY Total Expenses | $26,246,821 | PYTotalExpensesAmt |
| CY Total Expenses | $29,087,389 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$4,064,574 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,373,009 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $190,793,584 | TotalAssetsBOYAmt |
| Total Assets EOY | $358,880,064 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $248,715,805 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $419,183,027 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$57,922,221 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$60,302,963 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WESTMINSTER INGLESIDE WILL EXCEL IN PROVIDING DISTINCTIVE AND SUSTAINABLE RESIDENTIAL SETTINGS WHERE ACTIVE SENIORS LIVE IN VIBRANT, CARING, AND SPIRITUALLY RICH COMMUNITIES, AND WHERE THEY CAN RELY ON CONTINUING WELLNESS AND HEALTHCARE SERVICES FOR THEMSELVES AND THEIR NEIGHBORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $25,480,196 | ExpenseAmt |
| Grant | $109,917 | GrantAmt |
| Revenue | $22,734,444 | RevenueAmt |
| Desc | CHARITABLE PURPOSE: CARING FOR SENIORSINGLESIDE AT KING FARM (IKF) IS A FAITH-BASED, NOT-FOR-PROFIT CONTINUING CARE RETIREMENT COMMUNITY LOCATED IN ROCKVILLE, MARYLAND JUST NORTH OF WASHINGTON DC. IKF OFFERS THREE LEVELS OF CARE TO SENIORS OVER THE AGE OF 65 WHO ARE RESIDENTS OF INDEPENDENT LIVING, ASSISTED LIVING, OR SKILLED NURSING, ALL OF WHICH ARE LICENSED AND REGULATED BY THE STATE OF MARYLAND.IKF ENHANCES THE LIVES OF ALL RESIDENTS THROUGH THE LIFE-ENRICHMENT PROGRAMMING PERFORMED DAILY. OVER 4,000 PROGRAMS ARE HELD ANNUALLY, FOCUSING ON THE NINE DIMENSIONS OF WELLNESS. OVERALL THE PROGRAMS ARE DIRECTED TOWARD ACHIEVING AND MAXIMIZING AN INDIVIDUAL'S HIGHEST POTENTIAL, EVEN AS HE OR SHE EXPERIENCES OLDER ADULTHOOD. IKF HAS DEDICATED PERSONNEL FOR LIFE ENRICHMENT IN ALL THREE LEVELS OF CARE PROVIDED.THE PHYSICAL ASPECT OF WELLNESS CENTERS ON GETTING REGULAR EXERCISE, MAINTAINING GOOD NUTRITION, AND AVOIDING RISKY BEHAVIORS. IKF PROMOTES PHYSICAL WELLBEING THROUGH REGULAR EXERCISE AND STRETCHING PROGRAMS AND HAVING A PERSONAL TRAINER ON HAND TO GIVE RESIDENTS INDIVIDUAL ATTENTION. A POOL AND SWIMMING INSTRUCTION ARE ALSO AVAILABLE TO RESIDENTS AS A MEANS OF HELPING THEM STAY PHYSICALLY ADEPT. IN ADDITION, IKF USES THE SERVICES OF A NUTRITIONIST TO CONSULT WITH RESIDENTS CONCERNING THEIR DIETS. IKF ENCOURAGES INTELLECTUAL WELLNESS FOR RESIDENTS BY OFFERING CONVERSATIONS ON CURRENT EVENTS, OPPORTUNITIES TO LISTEN TO SPEAKERS ON A WIDE VARIETY OF SUBJECTS, AND A CHANCE TO PARTICIPATE IN THE RESIDENT COUNCIL AND OTHER COMMUNITY ORGANIZED COMMITTEES WHICH OFFER ADVICE TO THE ADMINISTRATION. FOR THOSE WHO ARE EXPERIENCING MEMORY LOSS, IKF HAS A DEDICATED STAFF PERSON TO DESIGN AND LEAD SPECIAL ACTIVITIES TO INVIGORATE THE MIND. EMOTIONAL WELLNESS INCORPORATES THE CONCEPT OF BELIEVING IN ONESELF, HAVING THE ABILITY TO COPE AND ADJUST TO CHALLENGES IN A HEALTHY WAY, ENJOYING LIFE, AND STAYING OPTIMISTIC. IKF PROMOTES EMOTIONAL WELLNESS BY ENGAGING RESIDENTS IN DECISION MAKING PROCESSES WHEN APPROPRIATE, CELEBRATING THEIR LIFETIME MILESTONES, AND PROVIDING A WIDE VARIETY OF ACTIVITIES THAT APPEAL TO DIVERSE PEOPLE. FOR EXAMPLE, RESIDENTS ARE ENCOURAGED TO TAKE A LEADERSHIP ROLE IN CREATING ON-CAMPUS PROGRAMS. RECENTLY A RESIDENT SOUGHT TO INITIATE A SCIENCE CLUB ON CAMPUS, WHILE ANOTHER SOUGHT OUT COLLABORATION BETWEEN STAFF AND RESIDENTS TO IMPROVE THE SERVICES BEING OFFERED THROUGH INTERNAL SURVEYS AND ANALYSIS. A THIRD EXAMPLE OF COMMUNITY INVOLVEMENT IS EXEMPLIFIED THROUGH THE GROUP OF RESIDENTS WHO ARE CAREER DOCTORS. THESE PERSONS SOUGHT ADMINISTRATION TO SUPPORT THE SKILLED NURSING FACILITY BY PERFORMING EXIT INTERVIEWS SO THE SERVICES COULD BE ENHANCED. HERE RESIDENTS TOOK THE INITIATIVE AND VOLUNTEERED TO FURTHER SUPPORT THE CULTURE AT IKF.CONTINUING CARE RETIREMENT COMMUNITIES (CCRCS) ARE BY THEIR VERY NATURE SOCIAL ENTITIES ENABLING RELATIONSHIP DEVELOPMENT. TRADITIONALLY PEOPLE WHO AGE IN CCRCS LIVE LONGER THAN THOSE WHO DO NOT, LARGELY BECAUSE OF THE SOCIAL ENVIRONMENT AND THE CONTINUING HEALTH CARE. RESIDENTS DINE TOGETHER, ATTEND EVENTS AND ACTIVITIES TOGETHER, AND OCCUPY THE SAME COMMON AREAS; THEY ARE NOT ISOLATED AS THEY WOULD BE IF THEY LIVED ALONE. MORNING MINGLES AND OUTREACH BY THE WELCOME COMMITTEE ARE IMPORTANT WAYS OF KEEPING RESIDENT ENGAGEMENT VIBRANT AT IKF. PEOPLE AT IKF COME FROM A DIVERSE BACKGROUND WITH A WIDE VARIETY OF BELIEFS AND IDEAS, AND FEEL FREE TO SHARE THESE INTERESTS WITH OTHERS. THERE ARE MANY DIMENSIONS TO SPIRITUAL WELL-BEING, AND IKF HONORS ALL OF THEM. PROTESTANT, CATHOLIC, AND JEWISH SERVICES ARE OFFERED REGULARLY, AND ALL BELIEFS ARE HONORED ON THE WORLD DAY OF PRAYER. THERE IS A SPIRITUAL LIFE COMMITTEE OF MEMBERS, LED BY THE IKF CHAPLAIN, FOCUSED ON DEVELOPING AN INCLUSIVE SENSE OF SPIRIT AT IKF. THROUGH ITS PROGRAMS, PEOPLE FIND DEEPER PURPOSE AND MEANING IN THEIR LIVES. IKF OFFERS DANCE, TAI CHI, CHORUS AND A VARIETY OF ACTIVITIES THAT AWAKEN THE SPIRITUAL SIDE OF RESIDENTS. FROM AN ENVIRONMENTAL WELLNESS PERSPECTIVE, IKF IS A LEADER IN ENERGY AND ENVIRONMENTAL DESIGN (LEED) BECAUSE WE ARE A (GREEN) CERTIFIED BUILDING. RESIDENTS RECYCLE, AND IKF HAS RECEIVED RECYCLING AWARDS FROM THE COUNTY. THE BUILDING IS ALSO BEAUTIFUL, PROVIDING RESIDENTS WITH A CALM AND RELAXING ENVIRONMENT IN WHICH TO LIVE. CHARITABLE PURPOSE: HEALTH CAREIKF PROVIDES 24 HOUR EMERGENCY SUPPORT TO ALL RESIDENTS. FOR THOSE WHO LIVE IN INDEPENDENT LIVING, A 24 HOUR, 7 DAY A WEEK CONCIERGE CALLS 911 FOR EMERGENCY SERVICE. FOR ASSISTED LIVING AND COMPREHENSIVE CARE 24 HOUR EMERGENCY CARE IS PROVIDED. IKF ALSO PROVIDES HEALTH CARE IN OUR ASSISTED LIVING AND SKILLED NURSING ENVIRONMENTS. RESIDENTS WHO RETURN FROM THE HOSPITAL OR WHOSE HEALTH IS DECLINING OFTEN NEED ADDITIONAL CARE AND SO TRANSFER TO INCREASINGLY COMPREHENSIVE LEVELS OF CARE - EITHER SHORT OR LONG-TERM. A WELLNESS CENTER IS STAFFED TO PROVIDE RESIDENTS WITH SERVICES OF AN ON-SITE NURSE, PHYSICIAN, AND NURSE PRACTITIONER. A REHABILITATION COMPANY PARTNERS WITH IKF IN THE PROVISION OF THOSE SERVICES. THE NURSE PROVIDES MONTHLY HEALTH EDUCATION TO ALL RESIDENTS. IN ADDITION, A PODIATRIST, OPTOMETRIST, AND DERMATOLOGIST COME REGULARLY TO SEE RESIDENTS. THE RESIDENTS OF IKF BENEFIT FROM ALL THE SERVICES AND OPPORTUNITIES PROVIDED TO THEM AS THEY EXPERIENCE OLDER ADULTHOOD WITH IKF. THIS ALLOWS THEM TO HAVE A CAREFREE LIFESTYLE, INSPIRED BY THEIR OWN CHOICES. THE CORPORATION EXTENDS CHARITY CARE AND OTHER SUPPORT TO RESIDENTS WHO MEET CERTAIN CRITERIA UNDER ITS BENEVOLENT CARE POLICY AND ARE UNABLE TO PAY FOR SERVICES, AT ALL LEVELS OF CARE AS NEEDED AND WHEN APPROPRIATE, WITHOUT CHARGE OR AT RATES LESS THAN THOSE ESTABLISHED. THIS SUPPORT IS PROVIDED THROUGH A BENEVOLENCE FUND ESTABLISHED AT THE OUTSET OF THE COMMUNITY. | Desc |
| Total Program Service Expenses | $25,480,196 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 305 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN DIUBALDO CONTROLLER | PersonNm |
| Phone | 3014072082 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 RESEARCH BLVD SUITE 450 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 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 |
|---|---|---|---|---|---|---|---|---|---|
| PETE WILLSON | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| BRUCE BARTELS | |||||||||
| CHAIR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RUDY COHEN | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAN FELDMAN | |||||||||
| DIRECTOR | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBYN STONE | |||||||||
| DIRECTOR | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM KING | |||||||||
| DIRECTOR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SHELLEY JENNINGS | |||||||||
| DIRECTOR (RESIGNED MARCH '17) | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM LEAHY | |||||||||
| VICE CHAIR | 0.50 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| NANCY KUHN | |||||||||
| SECRETARY | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RICHARD RIEGEL | |||||||||
| CHAIR (RESIGNED MARCH '17) | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DR HUGH HILL | |||||||||
| DIRECTOR | 1.00 | 3.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD MCCREIGHT | |||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| DENIS VON KAEPPLER | |||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN WAGNER | |||||||||
| DIRECTOR | 1.00 | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| LYNN O'CONNOR | |||||||||
| PRESIDENT/ CEO | 10.00 | 30.00 | $0 | $455,562 | $30,099 | Yes (X) | |||
| TIM MYERS | |||||||||
| CFO | 10.00 | 30.00 | $0 | $340,441 | $20,280 | Yes (X) | |||
| DUSANKA DELOVSKA-TRAKOVA | |||||||||
| CIO | 13.00 | 27.00 | $0 | $158,062 | $22,303 | Yes (X) | |||
| MONIQUE ELIEZER | |||||||||
| VP SALES MKTG & STRATEGY | 13.00 | 27.00 | $0 | $452,844 | $20,546 | Yes (X) | |||
| CHRISTINE PODLES | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | $210,670 | $0 | $7,392 | Yes (X) | ||||
| ELIZABETH BUSH | |||||||||
| CHIEF OPERATING OFFICER | 13.00 | 27.00 | $0 | $254,799 | $9,016 | Yes (X) | |||
| VICTORIA BAKLY | |||||||||
| DIRECTOR OF NURSING | 40.00 | $127,785 | $0 | $22,167 | Yes (X) | ||||
| KRISTINA PARE | |||||||||
| DIRECTOR OF SALES | 40.00 | $135,400 | $0 | $14,506 | Yes (X) | ||||
| LISA HUNTER | |||||||||
| SALES COUNSELOR | 40.00 | $107,150 | $0 | $3,619 | Yes (X) | ||||
| HEIDI HUDSON | |||||||||
| DIRECTOR OF HR | 40.00 | $108,580 | $0 | $4,458 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $689,585 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,661,708 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $154,386 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
|---|---|---|---|---|---|
| THE WHITING-TURNER CONTRACTING COMPANY | |||||
| 300 EAST JOPPA ROAD 8TH FLOOR | BALTIMORE | MD | 21286 | CONSTRUCTION SVCS. | $2,922,625 |
| FLIK LIFESTYLES | |||||
| PO BOX 102289 | ATLANTA | GA | 30268 | DINING SERVICES | $1,575,279 |
| PC CONSTRUCTION GROUP | |||||
| 8116 ARLINGTON BLVD 301 | FALLS CHURCH | VA | 22042 | CONSTRUCTION SVCS. | $1,237,864 |
| FLAGSHIP REHABILITATION | |||||
| 157 BALTIMORE ST | CUMBERLAND | MD | 21502 | THERAPY PROVIDER | $949,198 |
| PERKINS EASTMAN ARCHITECTS PC | |||||
| 115 FIFTH AVE FLOOR 3 | NEW YORK | NY | 10003 | ARCHITECT | $708,767 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 39 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $24,224 | RelatedOrganizationsAmt |
| Government Grants | $2,000 | GovernmentGrantsAmt |
| All Other Contributions | $129,084 | AllOtherContributionsAmt |
| Total Contributions | $155,308 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $22,734,444 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,734,444 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,734,444 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $596,071 | TotalRevenueColumnAmt |
| Exclusion | $596,071 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $154,852,934 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $154,102,340 | SecuritiesAmt |
| Other | $81,631 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $750,594 | SecuritiesAmt |
| Other | -$81,631 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $668,963 | TotalRevenueColumnAmt |
| Exclusion | $668,963 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CATERING, CAFE AND DELI INCOME | 623000 | $158,742 | $158,742 |
| RESIDENT UPGRADES | 623000 | $149,684 | $149,684 |
| BEAUTY/BARBER SHOP INCOME | 623000 | $92,611 | $92,611 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $158,557 | TotalRevenueColumnAmt |
| Exclusion | $158,557 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $559,594 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,714,380 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,734,444 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,824,628 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,917 | TotalAmt |
| Program Services | $109,917 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,178 | TotalAmt |
| Program Services | $155,772 | ProgramServicesAmt |
| Management And General | $17,406 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,691,121 | TotalAmt |
| Program Services | $6,018,595 | ProgramServicesAmt |
| Management And General | $672,526 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,257 | TotalAmt |
| Program Services | $22,194 | ProgramServicesAmt |
| Management And General | $10,063 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $477,832 | TotalAmt |
| Program Services | $349,919 | ProgramServicesAmt |
| Management And General | $127,913 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $623,288 | TotalAmt |
| Program Services | $556,862 | ProgramServicesAmt |
| Management And General | $66,426 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,608 | TotalAmt |
| Management And General | $1,112,608 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,664 | TotalAmt |
| Management And General | $44,664 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,711 | TotalAmt |
| Management And General | $56,711 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485 | TotalAmt |
| Management And General | $485 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,304 | TotalAmt |
| Management And General | $125,304 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,525,183 | TotalAmt |
| Program Services | $1,657,609 | ProgramServicesAmt |
| Management And General | $867,574 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,174 | TotalAmt |
| Program Services | $127,174 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,419 | TotalAmt |
| Program Services | $168,739 | ProgramServicesAmt |
| Management And General | $92,680 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,822 | TotalAmt |
| Program Services | $64,744 | ProgramServicesAmt |
| Management And General | $115,078 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,694,131 | TotalAmt |
| Program Services | $4,694,131 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,154 | TotalAmt |
| Program Services | $15,281 | ProgramServicesAmt |
| Management And General | $1,873 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,352 | TotalAmt |
| Program Services | $91,007 | ProgramServicesAmt |
| Management And General | $18,345 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,456,848 | TotalAmt |
| Program Services | $7,456,848 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,295 | TotalAmt |
| Program Services | $27,973 | ProgramServicesAmt |
| Management And General | $104,322 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIETARY EXPENSE | $1,493,188 | $1,493,119 | $69 |
| LOSS ON EXTINGUISHMENT | $1,166,919 | $1,166,919 | |
| THERAPY EXPENSE | $818,082 | $818,082 | |
| MEDICAL SUPPLIES | $260,895 | $260,895 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $397,562 | TotalAmt |
| Program Services | $224,416 | ProgramServicesAmt |
| Management And General | $173,146 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,087,389 | TotalAmt |
| Program Services | $25,480,196 | ProgramServicesAmt |
| Management And General | $3,607,193 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600 | BOYAmt |
| EOY | $600 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $920,673 | BOYAmt |
| EOY | $3,951,602 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $867,936 | BOYAmt |
| EOY | $1,762,232 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,904 | BOYAmt |
| EOY | $524,271 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $207,642,878 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $53,356,259 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,119,430 | BOYAmt |
| EOY | $154,286,619 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,424,757 | BOYAmt |
| EOY | $30,477,279 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,289,284 | BOYAmt |
| EOY | $167,877,461 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,793,584 | BOYAmt |
| EOY | $358,880,064 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,569,101 | BOYAmt |
| EOY | $13,466,782 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,104,050 | BOYAmt |
| EOY | $11,203,492 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,128,530 | BOYAmt |
| EOY | $229,963,868 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $532,464 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,381,660 | BOYAmt |
| EOY | $164,548,885 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $248,715,805 | BOYAmt |
| EOY | $419,183,027 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$59,018,445 | BOYAmt |
| EOY | -$61,972,528 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,096,224 | BOYAmt |
| EOY | $1,669,565 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$57,922,221 | BOYAmt |
| EOY | -$60,302,963 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,793,584 | BOYAmt |
| EOY | $358,880,064 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$4,373,009 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,692,236 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $300,031 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $179,209 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $145,067 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,280 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $155,308 | CurrentTaxYearAmt |
| Total | $588,738 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,240,046 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,337,032 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,110,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,488,606 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,734,444 | CurrentTaxYearAmt |
| Total | $99,910,931 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $327,574 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $394,026 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $509,444 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $634,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $524,368 | CurrentTaxYearAmt |
| Total | $2,390,237 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,746,829 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,876,125 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,625,527 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,227,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,414,120 | CurrentTaxYearAmt |
| Total | $102,889,906 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $102,889,906 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $383,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $434,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $596,071 | CurrentTaxYearAmt |
| Total | $1,557,030 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $47,444 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $95,418 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $383,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $434,936 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $596,071 | CurrentTaxYearAmt |
| Total | $1,557,030 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,956 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,071 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,031 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,774 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,226 | CurrentTaxYearAmt |
| Total | $115,058 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,812,229 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,986,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,031,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,686,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,045,417 | CurrentTaxYearAmt |
| Total | $104,561,994 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98400 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98720 | PublicSupportPY509Pct |
| Investment Income CY | 0.01490 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01190 | 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 | OTHER INCOME - 2013 AMOUNT: $ 15,594. 2014 AMOUNT: $ 15,071. 2015 AMOUNT: $ 23,031. 2016 AMOUNT: $ 23,774. 2017 AMOUNT: $ 35,226. PAST DUE ACCOUNT INTEREST - 2013 AMOUNT: $ 2,362. | ExplanationTxt |
Schedule B IRS990ScheduleB
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 | $485 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $485 | 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 | THE FILING ORGANIZATION IS A MEMBER OF VARIOUS ORGANIZATIONS THAT SUPPORT SENIOR LIVING COMMUNITIES. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCATED TO LOBBYING EXPENSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $23,115,317 | OtherCostOrOtherBasisAmt |
| Book Value | $23,115,317 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $151,663,613 | OtherCostOrOtherBasisAmt |
| Depreciation | $42,894,096 | DepreciationAmt |
| Book Value | $108,769,517 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,096,692 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,462,163 | DepreciationAmt |
| Book Value | $6,634,529 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,767,256 | OtherCostOrOtherBasisAmt |
| Book Value | $15,767,256 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $154,286,619 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CAPITALIZED MARKETING COSTS | $3,912,341 |
| INTEREST IN NET ASSETS OF FOUNDATION | $1,669,565 |
| DUE FROM AFFILIATES | $207,581 |
| UNDER TRUST INDENTURE | $162,087,974 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $167,877,461 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIORITY LIST DEPOSITS | $8,851,545 |
| REFUNDABLE ENTRANCE FEES | $154,993,964 |
| DUE TO AFFILIATES | $703,376 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $164,548,885 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $26,662,974 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,692,236 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $174,727 | OtherRevenueAmt |
| Revenue Not Reported | $1,866,963 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,796,011 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$81,631 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$81,631 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,714,380 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $29,043,716 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $81,631 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $81,631 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,962,085 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $125,304 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $125,304 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $29,087,389 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INCREASE IN INTEREST IN NET ASSETS OF FOUNDATION 573,341. INVESTMENT FEES -125,304. CHANGE IN SWAP VALUE -273,310. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF ASSETS -81,631. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF ASSETS 81,631. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 125,304. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 RESEARCH BLVD STE 450 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 541949766 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $109,917 | CashGrantAmt |
| Purpose Of Grant | GENERAL OPERATING SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ASSISTANCE IS IN THE FORM OF REIMBURSED EXPENSES FOR A RELATED ENTITY. ALL ACCOUNTING FUNCTIONS ARE PERFORMED ON A CONSOLIDATED BASIS AND NO FURTHER MONITORING IS NECESSARY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNN O'CONNOR | ||||||||||||||
| PRESIDENT/ CEO | $0 | $367,319 | $0 | $88,243 | $0 | $0 | $0 | $28,727 | $0 | $1,372 | $0 | $485,661 | $0 | $0 |
| TIM MYERS | ||||||||||||||
| CFO | $0 | $285,901 | $0 | $54,540 | $0 | $0 | $0 | $8,054 | $0 | $12,226 | $0 | $360,721 | $0 | $0 |
| DUSANKA DELOVSKA-TRAKOVA | ||||||||||||||
| CIO | $0 | $135,562 | $0 | $22,500 | $0 | $0 | $0 | $3,192 | $0 | $19,111 | $0 | $180,365 | $0 | $0 |
| MONIQUE ELIEZER | ||||||||||||||
| VP SALES MKTG & STRATEGY | $0 | $427,344 | $0 | $25,500 | $0 | $0 | $0 | $12,076 | $0 | $8,470 | $0 | $473,390 | $0 | $0 |
| CHRISTINE PODLES | ||||||||||||||
| EXECUTIVE DIRECTOR | $187,328 | $0 | $23,342 | $0 | $0 | $0 | $5,620 | $0 | $1,772 | $0 | $218,062 | $0 | $0 | $0 |
| ELIZABETH BUSH | ||||||||||||||
| CHIEF OPERATING OFFICER | $0 | $212,426 | $0 | $42,373 | $0 | $0 | $0 | $7,644 | $0 | $1,372 | $0 | $263,815 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | LYNN O'CONNOR PARTICIPATED IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR WHICH $17,646 WAS CONTRIBUTED IN 2017. |
| PART I, LINE 7 | EXECUTIVE LYNN O'CONNOR, THE PRESIDENT AND CEO, RECEIVED A BONUS AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE BONUS WAS BASED ON SET GOALS SUCH AS THE COMMUNITIES ACHIEVING THEIR BOND COVENANTS. TIM MYERS, THE CFO, DUSANKA DELOVSA-TRAKOVA, THE CIO, ELIZABETH BUSH, THE COO, MONIQUE ELIEZER, THE VP OF SALES MARKETING, AND CHRISTINE PODLES, THE EXECUTIVE DIRECTOR, ALSO RECEIVED BONUSES BASED UPON A SIMILAR SET OF GOALS DURING THE YEAR. |
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 | MAYOR AND COUNCIL OF ROCKVILLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 526001573 | BondIssuerEIN |
| CUSIP | 774223BX8 | CUSIPNum |
| Bond Issued | 2017-11-01 | BondIssuedDt |
| Issue Price | $224,280,000 | IssuePriceAmt |
| Purpose | FACILITY CONSTRUCTION AND REFUNDING PF PRIOR ISSUE | 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 |
| Total Proceeds | $234,303,675 | TotalProceedsAmt |
| In Reserve Fund | $11,573,953 | InReserveFundAmt |
| Issuance Costs From Proceeds | $4,169,708 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $7,318,309 | CapitalExpendituresAmt |
| Other Spent Proceeds | $66,214,913 | OtherSpentProceedsAmt |
| Unspent | $143,968,492 | UnspentAmt |
| Substantial Completion | 2019 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | 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 | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| 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 | 0 | 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 | SCHEDULE K, PART II, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT OF PROCEEDS REPORTED ON PART II, LINE 3 INCLUDES PREMIUM ON THE BOND ISSUE, HENCE THE AMOUNT DIFFERS FROM THE FACE VALUE OF THE BONDS AS LISTED IN PART I, COLUMN E. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE BOARD DELEGATES AUTHORITY TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE IS COMPRISED OF THE CHAIR, VICE CHAIR, CHAIR EMERITUS, PRESIDENT/CEO, SECRETARY AND TREASURER. ALL ARE MEMBERS OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION A, LINE 6 | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (45-3825159) IS THE SOLE MEMBER OF THE FILING ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF THE PARENT, WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES, INC. (45-3825159), HOLDS THE POWER TO ELECT, APPOINT, AND REMOVE MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES, INC., THE PARENT ORGANIZATION, HAS THE POWER TO ACT ON BEHALF OF THE ORGANIZATION AS WELL AS HAVING THE POWER TO DEFINE THE MISSION, POLICIES, AND RETAINING, EVALUATING, AND SETTING COMPENSATION FOR THE PRESIDENT/CEO. IT ALSO HAS THE RIGHT TO DELEGATE ANY OF ITS POWERS TO THE OFFICERS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE INITIAL REVIEW IS PERFORMED BY THE PRESIDENT, CHIEF FINANCIAL OFFICER, AND CONTROLLER. ONCE THE MANAGEMENT TEAM APPROVES THE DRAFT, ALL BOARD MEMBERS RECEIVE A COPY OF THE RETURN FOR REVIEW. BOARD MEMBERS MAY DISCUSS CORRECTIONS, REVISIONS, AND QUESTIONS WITH MANAGEMENT. SUBSEQUENT TO BOARD REVIEW THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE WRITTEN CONFLICT OF INTEREST POLICY STATES THAT DIRECTORS, OFFICERS, AND ALL EMPLOYEES ANNUALLY, OR AT ANY TIME THAT A SITUATION ARISES, DECLARE CONFLICTS OF INTEREST. NOT ONLY ACTUAL CONFLICTS BUT TRANSACTIONS FROM WHICH A CONFLICT MAY APPEAR TO EXIST ARE TO BE DISCLOSED TO THE BOARD CHAIR OR THE FOUNDATION DIRECTOR. THE BOARD CHAIRMAN, DIRECTOR, AND PRESIDENT/CEO OF THE ORGANIZATION MONITOR CONFLICT DISCLOSURES. ANY DIRECTOR OR OFFICER FOR WHICH A CONFLICT MAY BE INVOLVED IS EXPECTED TO REMAIN REMOVED FROM ANY DISCUSSIONS OR DECISION-MAKING RELATED TO THE CONFLICT. BUSINESS AND FAMILY RELATIONSHIPS ARE SPECIFICALLY MENTIONED IN THE CONFLICT OF INTEREST STATEMENT AS PART OF THE DUE DILIGENCE THE ORGANIZATION FOLLOWS TO ENSURE CONFLICTS ARE HANDLED IN AN ETHICAL MANNER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD EXECUTIVE COMMITTEE SERVING AS THE COMPENSATION COMMITTEE FOLLOWS COMPENSATION BEST PRACTICE PROCESSES TO EVALUATE AND COMPENSATE THE PRESIDENT/CEO. THE PROCESS INCLUDES THE FOLLOWING: THE BOARD EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE AND USES TWO SALARY SURVEYS TO ESTABLISH COMPENSATION WITHIN FAIR VALUE RANGE. ONE SURVEY PROVIDES INFORMATION ON AN INDUSTRY-WIDE BASIS AND THE OTHER PROVIDES COMPARABLES FOR THE DC METROPOLITAN AREA. THE BOARD ALSO USES AN INDEPENDENT COMPENSATION CONSULTANT TO ASSIST IN THE COMPENSATION ANALYSIS AND DETERMINATION. THESE METHODS PROVIDE ADDITIONAL BENCHMARKING INFORMATION TO ESTABLISH THE COMPENSATION PACKAGE FOR THE PRESIDENT/CEO. THE BOARD EXECUTIVE COMMITTEE, OPERATING AS THE COMPENSATION COMMITTEE, APPROVES THE PRESIDENT/CEO'S COMPENSATION, WHICH THEN GOES TO THE BOARD OF DIRECTORS FOR APPROVAL. ALL DISCUSSIONS ON COMPENSATION ARE DOCUMENTED IN THE MINUTES OF THE EXECUTIVE SESSION. SIMILAR PROCEDURES ARE ESTABLISHED FOR OTHER KEY EMPLOYEES AS WELL. |
| FORM 990, PART VI, SECTION C, LINE 19 | COPIES OF THE ORGANIZATIONS' GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE KEPT IN THE LIBRARIES AT EACH COMMUNITY. THEY ARE ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | INCREASE IN INTEREST IN NET ASSETS OF FOUNDATION 573,341. CHANGE IN SWAP VALUE -273,310. |
Schedule R IRS990ScheduleR
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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INGLESIDE PRESBYTERIAN RETIREMENT COMMUNITY | |||||||||||
| 3050 MILITARY ROAD | WASHINGTON | DC | 20015 | 530128590 | RESIDENTIAL HEALTH CARE | DC | 501(C)(3) | LINE 10 | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC | 0 | |
| WESTMINSTER PRESBYTERIAN RETIREMENT COMMUNITY | |||||||||||
| 12191 CLIPPER DRIVE | LAKE RIDGE | VA | 22192 | 530128590 | RESIDENTIAL HEALTH CARE | VA | 501(C)(3) | LINE 10 | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC | 0 | |
| WESTMINSTER INGLESIDE PRESBYTERIAN FOUNDATION | |||||||||||
| 2275 RESEARCH BLVD STE 450 | ROCKVILLE | MD | 20850 | 541949766 | PROVIDES SUPPORT TO RELATED ORGANIZATIONS | DC | 501(C)(3) | LINE 12A, I | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC | 0 | |
| WESTMINSTER INGLESIDE KING FARM RETIREMENT COMMUNITIES INC | |||||||||||
| 2275 RESEARCH BLVD STE 450 | ROCKVILLE | MD | 20850 | 453825159 | SUPPORTING ORGANIZATION | DC | 501(C)(3) | LINE 12B, II | 0 | N/A | |
| INGLESIDE AT HOME LLC | |||||||||||
| 2275 RESEARCH BLVD STE 450 | ROCKVILLE | MD | 20850 | 474127765 | HOME CARE SERVICES | VA | 501(C)(3) | LINE 10 | WESTMINSTER INGLESIDE KING FARM PRESBYTERIAN RETIREMENT COMMUNITIES INC | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WESTMINSTER INGLESIDE GROUP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2275 RESEARCH BLVD STE 450 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20850 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 474479605 | EIN |
| Primary Activities | MANAGEMENT SVC. | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |