THE EVERGREENS: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE EVERGREENS (EIN 21-0634485)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-12
- IRS object ID
- 201522249349301062
- Schema version
- 2014v5.0
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-12T08:45:11-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210634485 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EVERGREENS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THEE | BusinessNameControlTxt |
| Phone | 8564392030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 BRIDGEBORO ROAD | AddressLine1Txt |
| City | MOORESTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08057 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REV DOUGLAS C HALVORSEN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 8564392030 | PhoneNum |
| Signature | 2015-08-07 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUGLAS C HALVORSEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 BRIDGEBORO ROAD | AddressLine1Txt |
| City | MOORESTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $43,183,900 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EVERGREENS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1919 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO ENHANCE THE SOCIAL, EMOTIONAL, SPIRITUAL AND PHYSICAL WELL-BEING IN THE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 302 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $331,960 | PYContributionsGrantsAmt |
| CY Contributions Grants | $343,496 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,238,727 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,975,618 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,516,967 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,139,392 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$3,115 | PYOtherRevenueAmt |
| CY Other Revenue | -$2,993 | CYOtherRevenueAmt |
| PY Total Revenue | $24,084,539 | PYTotalRevenueAmt |
| CY Total Revenue | $23,455,513 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,420 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,300 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,772,976 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $9,833,011 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $37,009 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,963,807 | PYOtherExpensesAmt |
| CY Other Expenses | $14,035,966 | CYOtherExpensesAmt |
| PY Total Expenses | $23,753,203 | PYTotalExpensesAmt |
| CY Total Expenses | $23,884,277 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $331,336 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$428,764 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $108,452,690 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,819,471 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $86,635,931 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $84,818,377 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,816,759 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,001,094 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | IN THE SPIRIT OF ITS EPISCOPAL TRADITION, IT IS THE EVERGREENS' MISSION TO ENHANCE THE INDIVIDUAL, SOCIAL, EMOTIONAL, SPIRITUAL AND PHYSICAL WELL-BEING OF ITS DIVERSE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,532,049 | ExpenseAmt |
| Grant | $15,300 | GrantAmt |
| Revenue | $20,975,618 | RevenueAmt |
| Desc | EXPENSES INCURRED IN PROVIDING A FULL CONTINUUM OF SERVICES TO ELDERLY INDIVIDUALS INCLUDING BUT NOT LIMITED TO RESIDENCE, DIETARY, INTELLECTUAL STIMULATION AND ACTIVITY, AND HEALTH CARE. ORGANIZATION'S COMMUNITY BENEFIT STATEMENT - IN 1919, THE EVERGREENS WAS FOUNDED IN BOUND BROOK, N.J. AS A NONPROFIT RETIREMENT HOME THROUGH A GENEROUS GIFT TO THE EPISCOPAL DIOCESE OF NEW JERSEY BY THE HENRY LAMONTE FAMILY - A HOME ON A FIVE-ACRE SITE THAT ACCOMMODATED 15 RESIDENTS. WHEN THE EVERGREENS MOVED TO MOORESTOWN IN 1949, THE COMMUNITY EXPANDED SERVICES TO INCLUDE LONG-TERM NURSING CARE. THE NEW FACILITY CONSISTED OF 32 ACRES AND A LARGE HOME, NOW KNOWN AS MATTHEWS HALL, WHICH REMAINS AT THE CENTER OF THE COMMUNITY'S CAMPUS. THIS HOME WAS BUILT IN THE 1920S FOR THE JOHNSON FAMILY, FOUNDERS OF THE VICTOR TALKING MACHINE COMPANY, THE PREDECESSOR OF RCA. THE NEW FACILITY PROVIDED ROOMS FOR 20 RESIDENTS AND AN EIGHT-BED INFIRMARY. THROUGH THE YEARS, BUILDINGS HAVE BEEN ADDED, UPGRADED AND EXPANDED THROUGHOUT CAMPUS TO MAKE THE EVERGREENS THE COMMUNITY IT IS TODAY. IN 1990, THE EVERGREENS BECAME AN INDEPENDENT ENTITY; HOWEVER, IT CONTINUED TO MAINTAIN A CHAPEL AFFILIATED WITH THE EPISCOPAL DIOCESE OF NEW JERSEY. IN THE SAME YEAR, THE COMMUNITY'S TRADITION OF DELIVERING QUALITY CARE PROGRESSED TO YET ANOTHER LOGICAL LEVEL OF GROWTH - OFFERING ACTIVE OLDER ADULTS AN INDEPENDENT LIFESTYLE THROUGH THE CONSTRUCTION OF 200 INDEPENDENT LIVING UNITS (ILUS) AND OFFICIALLY BECOMING A CONTINUING CARE RETIREMENT COMMUNITY (CCRC). THE EVERGREENS' CAMPUS CONTINUES TO EVOLVE AND GROW THROUGH THE COMMUNITY'S CAMPUS RENEWAL PROJECT. CULMINATING YEARS OF STRATEGIC PLANNING, THIS PROJECT CALLS FOR A MULTI-PHASE CONSTRUCTION AND RENOVATION PROJECT - WHICH BEGAN WITH THE COMPLETION OF THE RENOVATIONS TO THE COMMUNITY'S KITCHEN/DINING AREAS IN 2010 AND CONTINUED IN 2012 WITH THE GRAND OPENING OF A NEW, STATE-OF-THE-ART HEALTH CARE CENTER. IN 2014, THE RENOVATIONS COMMENCED TO UPDATE THE COMMUNITY'S ILU CORRIDORS - TWO FLOORS HAVE BEEN FINISHED, AND THE BALANCE OF WORK ON THE REMAINING HALLWAYS IS DUE TO BE COMPLETED SOON. FUTURE PLANS, AS OUTLINED UNDER THE CAMPUS RENEWAL PROJECT, INCLUDE UPGRADES TO THE COMMUNITY'S INDEPENDENT LIVING COMMON AREAS AND RECREATIONAL ACTIVITIES/SERVICES SPACES.THE EVERGREENS STRIVES TO PROVIDE THE HIGHEST QUALITY SERVICE AND CARE TO RESIDENTS, ENSURING THAT RESIDENTS CAN ENJOY THEIR INDIVIDUAL LIFESTYLES WITH DIGNITY AND RESPECT IN THE MOST GRACIOUS OF ENVIRONMENTS. WITH THREE LIFESTYLE CHOICES WITHIN ONE COMMUNITY - INDEPENDENT LIVING, ASSISTED LIVING AND SKILLED NURSING CARE - RESIDENTS AT THE EVERGREENS ARE SECURE IN THE KNOWLEDGE THAT THEY WILL RECEIVE QUALITY HEALTH CARE, REGARDLESS OF THEIR CHANGING NEEDS.THE EVERGREENS WORKS HARD TO PROVIDE THE HIGHEST QUALITY OF CARE TO ITS RESIDENTS AND HAS ACHIEVED THIS DISTINCTION CONSISTENTLY YEAR AFTER YEAR. THE COMMUNITY PRIDES ITSELF ON BEING ACCREDITED BY THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES/ CONTINUING CARE ACCREDITATION COMMISSION (CARF-CCAC), AN HONOR HELD BY A LIMITED NUMBER OF THE NATION'S TOP CCRC'S. IN 2012, THE EVERGREENS WAS REACCREDITED FOR FIVE YEARS. LIKEWISE, THE COMMUNITY HAS BEEN RECOGNIZED NUMEROUS TIMES BY CONSUMER REPORTS IN ITS NURSING HOME MONITOR LIST. THE COMMUNITY HAS ALSO CONTINUED TO MAINTAIN THE HIGHEST POSSIBLE RATING - "FIVE STARS" - FROM THE FEDERAL CENTERS FOR MEDICARE & MEDICAID SERVICES FOR THE PAST SIX YEARS, PLACING THE COMMUNITY ON THE CMS "HONOR ROLL" LIST. AMONG OTHER AWARDS AND RECOGNITION, THE EVERGREENS HAS BEEN NAMED A BEST NURSING HOME BY U.S. NEWS & WORLD REPORT AND ONE OF THE BEST OF BURLINGTON COUNTY BY THE BURLINGTON COUNTY TIMES, BOTH FOR MULTIPLE YEARS. ADDITIONALLY, THE EVERGREENS RECEIVED A GOLD AWARD FROM NATIONAL MATURE MEDIA IN 2014 FOR MARKETING DIRECT MAIL DESIGN AND WAS RECOGNIZED AS ONE OF SJ MAGAZINE'S BEST OF SOUTH JERSEY READERS POLL HONOREES IN 2014. | Desc |
| Total Program Service Expenses | $21,532,049 | 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 | Yes (1) | 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 | 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 | Yes (1) | 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 | 0 | 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 | 79 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 302 | 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD I MAGID CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8564392030 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 BRIDGEBORO ROAD | AddressLine1Txt |
| City | MOORESTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08057 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| GERALD S LORD | ||||||
| CHAIRMAN | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT W HOEY | ||||||
| VICE CHAIRMAN | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM H STONE JR | ||||||
| SECRETARY/TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHARON J BISHOP CPAABVCFF | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN M COLEMAN | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| PETER A GOLD ESQ | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| CALVIN H KNOWLTON | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH G LITTEN ESQ | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD P MEEHAN | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| HON JAMES J MORLEY | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN S PHILLIPS | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| FREDERICK J ROHLOFF ESQ | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| ROY A SHUBERT CPAPFSCHFC | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE D SOWA | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| THE RT REV WILLIAM STOKES | ||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | |
| REV DOUGLAS C HALVORSEN | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $305,095 | $0 | $81,021 |
| GERALD MAGID | ||||||
| VP OF FINANCE & CFO | 40.00 | Yes (X) | $171,827 | $0 | $20,635 | |
| DAKIA MCMILLAN | ||||||
| VP OF HEALTH SERVICES | 40.00 | Yes (X) | $129,538 | $0 | $22,203 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $606,460 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $123,859 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 | $1,895,815 |
| MORRISON MANAGEMENT SPECIALIST | |||||
| 1730 WALTON STREET | BLUE BELL | PA | 19422 | DINING MANAGEMENT | $1,583,615 |
| T-N-T PROPERTY SERVICES | |||||
| 213 BRIDGEBORO ROAD | MOORESTOWN | NJ | 08057 | RENOVATIONS | $831,600 |
| BLUE SPIRE STRATEGIC MARKETING | |||||
| 7650 EDINBOROUGH WAY SUITE 500 | MINNEAPOLIS | MN | 55435 | MARKETING CONSULTANT | $402,207 |
| FOX LONG TERM CARE | |||||
| 7 CARNEGIE PLAZA | CHERRY HILL | NJ | 08003 | THERAPY SERVICES | $306,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $18,293 | FundraisingAmt |
| All Other Contributions | $325,203 | AllOtherContributionsAmt |
| Total Contributions | $343,496 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET RESIDENT SERVICE REVENUE | 623000 | $16,322,961 | $16,322,961 |
| AMORTIZATION OF ENTRANCE FEES | 623000 | $3,405,595 | $3,405,595 |
| ANCILLARY SERVICES | 623000 | $1,247,062 | $1,247,062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,975,618 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $806,073 | TotalRevenueColumnAmt |
| Exclusion | $806,073 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,058,563 | SecuritiesAmt |
| Other | $150 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,617,650 | SecuritiesAmt |
| Other | $107,744 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,440,913 | SecuritiesAmt |
| Other | -$107,594 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,333,319 | TotalRevenueColumnAmt |
| Exclusion | $1,333,319 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $18,293 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $2,993 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,993 | TotalRevenueColumnAmt |
| Exclusion | -$2,993 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,455,513 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,975,618 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,136,399 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,300 | TotalAmt |
| Program Services | $15,300 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $730,320 | TotalAmt |
| Program Services | $257,090 | ProgramServicesAmt |
| Management And General | $444,301 | ManagementAndGeneralAmt |
| Fundraising | $28,929 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,702,556 | TotalAmt |
| Program Services | $6,008,836 | ProgramServicesAmt |
| Management And General | $688,876 | ManagementAndGeneralAmt |
| Fundraising | $4,844 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,207 | TotalAmt |
| Program Services | $326,000 | ProgramServicesAmt |
| Management And General | $46,829 | ManagementAndGeneralAmt |
| Fundraising | $378 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,454,454 | TotalAmt |
| Program Services | $1,292,502 | ProgramServicesAmt |
| Management And General | $161,549 | ManagementAndGeneralAmt |
| Fundraising | $403 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $572,474 | TotalAmt |
| Program Services | $502,310 | ProgramServicesAmt |
| Management And General | $68,639 | ManagementAndGeneralAmt |
| Fundraising | $1,525 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,403 | TotalAmt |
| Management And General | $86,403 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,860 | TotalAmt |
| Management And General | $54,860 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $380 | TotalAmt |
| Management And General | $380 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,222 | TotalAmt |
| Management And General | $181,222 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,813,839 | TotalAmt |
| Program Services | $1,713,278 | ProgramServicesAmt |
| Management And General | $100,061 | ManagementAndGeneralAmt |
| Fundraising | $500 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,949 | TotalAmt |
| Program Services | $104,949 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,307 | TotalAmt |
| Program Services | $440,054 | ProgramServicesAmt |
| Management And General | $90,823 | ManagementAndGeneralAmt |
| Fundraising | $430 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,621 | TotalAmt |
| Program Services | $34,985 | ProgramServicesAmt |
| Management And General | $170,636 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,634,891 | TotalAmt |
| Program Services | $1,623,175 | ProgramServicesAmt |
| Management And General | $11,716 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,063 | TotalAmt |
| Program Services | $17,380 | ProgramServicesAmt |
| Management And General | $15,683 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,213 | TotalAmt |
| Program Services | $31,650 | ProgramServicesAmt |
| Management And General | $79,563 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,807,645 | TotalAmt |
| Program Services | $2,807,645 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,288,178 | TotalAmt |
| Program Services | $4,288,178 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,802 | TotalAmt |
| Program Services | $203,540 | ProgramServicesAmt |
| Management And General | $48,262 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FOOD | $881,809 | $881,809 |
| REPAIRS & MAINTENANCE | $448,668 | $448,668 |
| MEDICAL SUPPLIES | $172,426 | $172,426 |
| DRUGS | $141,429 | $141,429 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,261 | TotalAmt |
| Program Services | $220,845 | ProgramServicesAmt |
| Management And General | $65,416 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,884,277 | TotalAmt |
| Program Services | $21,532,049 | ProgramServicesAmt |
| Management And General | $2,315,219 | ManagementAndGeneralAmt |
| Fundraising | $37,009 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,899 | BOYAmt |
| EOY | $442,468 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,130 | BOYAmt |
| EOY | $62,751 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $715,183 | BOYAmt |
| EOY | $264,546 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,186 | BOYAmt |
| EOY | $41,518 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,550 | BOYAmt |
| EOY | $357,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $96,970,809 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,852,700 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,631,211 | BOYAmt |
| EOY | $61,118,109 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,042,030 | BOYAmt |
| EOY | $38,389,646 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,973,501 | BOYAmt |
| EOY | $5,143,368 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,452,690 | BOYAmt |
| EOY | $105,819,471 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,368,191 | BOYAmt |
| EOY | $1,043,138 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,643,550 | BOYAmt |
| EOY | $19,374,175 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,964,038 | BOYAmt |
| EOY | $43,031,868 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $4,767 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,525,000 | BOYAmt |
| EOY | $8,725,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,135,152 | BOYAmt |
| EOY | $12,639,429 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,635,931 | BOYAmt |
| EOY | $84,818,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,621,468 | BOYAmt |
| EOY | $17,754,884 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,311,255 | BOYAmt |
| EOY | $2,354,240 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,036 | BOYAmt |
| EOY | $891,970 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,816,759 | BOYAmt |
| EOY | $21,001,094 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,452,690 | BOYAmt |
| EOY | $105,819,471 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$428,764 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$394,835 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $7,934 | 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 | $695,433 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $293,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $249,801 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $331,960 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $343,496 | CurrentTaxYearAmt |
| Total | $1,914,030 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,443,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,269,975 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,282,473 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,238,727 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,975,618 | CurrentTaxYearAmt |
| Total | $104,210,447 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,139,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,563,315 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,532,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,570,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,319,114 | CurrentTaxYearAmt |
| Total | $106,124,477 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,476 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,894 | CurrentTaxYearAmt |
| Total | $99,608 | 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 | $20,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,476 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,681 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,894 | CurrentTaxYearAmt |
| Total | $99,608 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $106,024,869 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,266,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,292,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,069,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $936,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $806,073 | CurrentTaxYearAmt |
| Total | $5,371,719 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,266,762 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,292,803 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,069,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $936,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $806,073 | CurrentTaxYearAmt |
| Total | $5,371,719 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,405,849 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,856,118 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,602,256 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,506,786 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,125,187 | CurrentTaxYearAmt |
| Total | $111,496,196 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95090 | PublicSupportCY509Pct |
| Public Support PY509 | 0.94300 | PublicSupportPY509Pct |
| Investment Income CY | 0.04820 | InvestmentIncomeCYPct |
| Investment Income PY | 0.05620 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule 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 | $380 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $380 | 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 ORGANIZATION PAYS DUES TO LEADINGAGE NEW JERSEY, A STATE ASSOCIATION OF HOMES AND SERVICES FOR THE AGING. A PORTION OF THE ORGANIZATION'S DUES ARE USED FOR LOBBYING PURPOSES. THE $380 REPORTED AS LOBBYING EXPENDITURES IS THE PORTION OF DUES THAT WERE USED FOR LOBBYING PURPOSES (2.4% OF THE ORGANIZATION'S TOTAL DUES). | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $3,195,291 | BeginningYearBalanceAmt |
| Contributions | $27,816 | ContributionsAmt |
| Investment Earnings Or Losses | $144,148 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $121,045 | OtherExpendituresAmt |
| End Year Balance | $3,246,210 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,826,042 | BeginningYearBalanceAmt |
| Contributions | $119,848 | ContributionsAmt |
| Investment Earnings Or Losses | $321,723 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $72,322 | OtherExpendituresAmt |
| End Year Balance | $3,195,291 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,805,106 | BeginningYearBalanceAmt |
| Contributions | $51,123 | ContributionsAmt |
| Investment Earnings Or Losses | $140,038 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $170,225 | OtherExpendituresAmt |
| End Year Balance | $2,826,042 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,975,744 | BeginningYearBalanceAmt |
| Contributions | $87,805 | ContributionsAmt |
| Investment Earnings Or Losses | -$28,774 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $229,669 | OtherExpendituresAmt |
| End Year Balance | $2,805,106 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,721,216 | BeginningYearBalanceAmt |
| Contributions | $280,034 | ContributionsAmt |
| Investment Earnings Or Losses | $110,391 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $135,897 | OtherExpendituresAmt |
| End Year Balance | $2,975,744 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.27000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.73000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,769,591 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $990,267 | OtherCostOrOtherBasisAmt |
| Book Value | $3,759,858 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $467,816 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $71,354,398 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,391,082 | DepreciationAmt |
| Book Value | $45,431,132 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,643,607 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,292,690 | DepreciationAmt |
| Book Value | $9,350,917 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,433,031 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,955,497 | DepreciationAmt |
| Book Value | $2,477,534 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $312,099 | OtherCostOrOtherBasisAmt |
| Depreciation | $213,431 | DepreciationAmt |
| Book Value | $98,668 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $61,118,109 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED INTEREST PAYABLE | $1,253,672 |
| REFUNDABLE ENTRANCE FEES AND DEPOSITS | $11,385,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,639,429 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $22,875,133 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$394,835 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$173,288 | OtherRevenueAmt |
| Revenue Not Reported | -$568,123 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,443,256 | RevenueSubtotalAmt |
| Other Revenues Not Included | $12,257 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $12,257 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,455,513 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $23,690,798 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,993 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,993 | ExpensesNotReportedAmt |
| Expenses Subtotal | $23,687,805 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $181,222 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $15,250 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $196,472 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $23,884,277 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | RESIDENT FUNDS: THE EVERGREENS HOLDS IN TRUST (AND MAINTAINED SEPARATE FROM OTHER FUNDS) CERTAIN FUNDS ADVANCED BY THE RESIDENTS. THESE FUNDS ARE RECORDED AS CASH AND A CORRESPONDING LIABILITY ON THE BALANCE SHEET. |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH THE DONOR'S INTENT AND RESTRICTIONS AND IN THE FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. |
| PART X, LINE 2: | THE EVERGREENS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2014 AND 2013. THE EVERGREENS FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED AFTER DECEMBER 31, 2010 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | VALUATION GAIN, BENEFICIAL INTERSET IN PERPETUAL TRUSTS 7,934. INVESTMENT FEES -181,222. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES -2,993. FUNDRAISING CONTRIBUTIONS TO ADJUST FOR GRANT EXPENSES 15,250. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 2,993. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING CONTRIBUTIONS TO ADJUST FOR GRANT EXPENSES 15,250. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | POKER RUN | Event1Nm |
| Gross Receipts Event1 | $18,293 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $18,293 | CharitableContriEvent1Amt |
| Food And Beverage Event1 | $1,200 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $350 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,443 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $18,293 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $18,293 | CharitableContributionsTotAmt |
| Food And Beverage Total Events | $1,200 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $350 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,443 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $2,993 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,993 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG MEN'S CHRISTIAN ASSOCIATION OF BURLINGTON COUNTY NEW JERSEY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 CENTERTON ROAD | AddressLine1Txt |
| City | MT LAUREL | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08054 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 210634482 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $15,300 | CashGrantAmt |
| Purpose Of Grant | SUPPORT OF YMCA'S COMMUNITY SUPPORT CAMPAIGN | 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 ORGANIZATION DOES NOT ROUTINELY PROVIDE GRANTS TO OTHER ORGANIZATIONS, WITH THE EXCEPTION OF ANOTHER CHARITABLE TAX-EXEMPT ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REV DOUGLAS C HALVORSEN | ||||||||||||||
| PRESIDENT & CEO | $235,809 | $0 | $27,000 | $0 | $42,286 | $0 | $75,035 | $0 | $5,986 | $0 | $386,116 | $0 | $0 | $0 |
| GERALD MAGID | ||||||||||||||
| VP OF FINANCE & CFO | $170,639 | $0 | $0 | $0 | $1,188 | $0 | $13,162 | $0 | $7,473 | $0 | $192,462 | $0 | $0 | $0 |
| DAKIA MCMILLAN | ||||||||||||||
| VP OF HEALTH SERVICES | $129,376 | $0 | $0 | $0 | $162 | $0 | $9,162 | $0 | $13,041 | $0 | $151,741 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | PRESIDENT & CEO, REV. DOUGLAS C. HALVORSEN, IS AN ORDAINED CLERGY AND RECEIVES A CLERGY HOUSING ALLOWANCE OF $40,000 UNDER INTERNAL REVENUE CODE SECTION 107 WHICH IS SUBJECT TO SOCIAL SECURITY AND MEDICARE TAX. |
| PART I, LINE 7 | THE PRESIDENT & CEO MAY BE AWARDED A BONUS EACH YEAR. AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD REVIEWS A THIRD PARTY SALARY SURVEY TO DETERMINE THE AMOUNT OF THE BONUS TO BE AWARDED AND WHEN THE BONUS IS TO BE PAID. THE AMOUNT OF THE BONUS IS NOT FIXED. |
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 | THE BURLINGTON COUNTY BRIDGE COMMISSION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 216000402 | BondIssuerEIN |
| CUSIP | 121649AA5 | CUSIPNum |
| Bond Issued | 2007-10-04 | BondIssuedDt |
| Issue Price | $44,575,000 | IssuePriceAmt |
| Purpose | CAPITAL ADDITIONS AND REFUNDING | 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 | $44,345,885 | TotalProceedsAmt |
| In Reserve Fund | $1,529,088 | InReserveFundAmt |
| Issuance Costs From Proceeds | $811,237 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $2,034,900 | CreditEnhancementAmt |
| Capital Expenditures | $10,729,485 | CapitalExpendituresAmt |
| Other Spent Proceeds | $29,241,175 | OtherSpentProceedsAmt |
| Substantial Completion | 2011 | 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 | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| 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 | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART II, LINE 3, ISSUE A | THE ISSUE PRICE REPORTED IN PART I, COLUMN (E) FOR ISSUE A IS $44,575,000. THE TOTAL AMOUNT OF PROCEEDS REPORTED IN PART II, LINE 3 IS $44,345,885. THE DIFFERENCE OF $229,115 IS THE ORIGINAL ISSUE DISCOUNT. |
| SCHEDULE K, PART IV, LINE 2C, ISSUE A | THE REBATE COMPUTATION WAS PERFORMED ON FEBRUARY 15, 2012. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION ENGAGED A PROFESSIONAL CPA FIRM WITH EXPERIENCE IN NOT-FOR-PROFIT TAX RETURN PREPARATION. THE FIRM WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE FIRM PREPARED A DRAFT FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S FINANCE PERSONNEL FOR REVIEW. THE ORGANIZATION'S FINANCE PERSONNEL REVIEWED THE DRAFT FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. CHANGES WERE MADE TO THE DRAFT FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S FINANCE PERSONNEL FOR FINAL REVIEW AND APPROVAL. THE PRESIDENT/CEO OF THE ORGANIZATION REVIEWS THE FINAL DRAFT BEFORE PRESENTING THE FORM 990 TO THE AUDIT COMMITTEE. THE BOARD OF TRUSTEES HAS DELEGATED THE AUDIT COMMITTEE TO OVERSEE, REVIEW AND APPROVE THE FORM 990 PROCESS. ONCE THE AUDIT COMMITTEE REVIEWED AND APPROVED THE DOCUMENT, A COPY WAS SENT TO EACH MEMBER OF THE BOARD OF TRUSTEES EITHER ELECTRONICALLY OR BY COURIER PRIOR TO FILING THE DOCUMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, SENIOR MANAGEMENT, AND OTHER KEY PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE. IT IS A BOARD MEMBER'S RESPONSIBILITY TO NOTIFY THE PRESIDENT/CEO OF ANY CHANGES THAT WOULD CREATE A CONFLICT DURING THE YEAR. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE ORGANIZATION'S PRESIDENT/CEO FOR REVIEW ANNUALLY. IF A CONFLICT OF INTEREST EXISTS, IT IS ADDRESSED WITH THE BOARD CHAIR AND INDIVIDUAL WITH THE CONFLICT. AN INDIVIDUAL WITH A CONFLICT MAY BE ASKED TO LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE CONFLICT IS DISCUSSED AND VOTED UPON. |
| FORM 990, PART VI, SECTION B, LINE 15 | CEO/PRESIDENT COMPENSATION - BOARD EXECUTIVE COMPENSATION COMMITTEE OF FOUR BOARD MEMBERS IS CHAIRED BY THE BOARD CHAIR. THE COMMITTEE REVIEWS THE BIENNIAL COMPARISON STUDY CONTRACTED THROUGH HUMAN RESOURCES AND PREPARED BY AN OUTSIDE FIRM. THE COMMITTEE RECOMMENDS A COMPENSATION PACKAGE BASED ON THE COMPARISON STUDY THAT IS WITHIN FAIR MARKET VALUE RANGES FOR EACH POSITION IN THE INDUSTRY. THE COMMITTEE'S ANNUAL RECOMMENDATION FOR THE CEO/PRESIDENT COMPENSATION IS PRESENTED TO THE ENTIRE BOARD FOR REVIEW AND APPROVAL IN EXECUTIVE SESSION AT A REGULARLY SCHEDULED BOARD MEETING. THE CHAIR OF THE EXECUTIVE COMPENSATION COMMITTEE DOCUMENTS THE REVIEW PROCESS IN THE COMMITTEE MEETING MINUTES. SENIOR STAFF - THE CEO USES THE SAME COMPARISON STUDY REFERRED TO ABOVE AND CONSULTS WITH THE BOARD EXECUTIVE COMPENSATION COMMITTEE IN ANNUALLY SETTING THE COMPENSATION OF THE COO (WHEN FILLED), VP OF FINANCE & CFO, DIRECTOR OF DEVELOPMENT (WHEN FILLED), AND VP OF HEALTH SERVICES. THE MEDICAL DIRECTOR IS CONTRACTED THROUGH COOPER HEALTH SYSTEM. ACCORDINGLY, THE ORGANIZATION HAS NO INPUT RELATIVE TO HER COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART VII AND SCHEDULE J, PART II | PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. |
| FORM 990, PART XI, LINE 9: | VALUATION GAIN, BENEFICIAL INTEREST IN PERPETUAL TRUSTS 7,934. |