2014-01-21T14:47:53-06:00 2013-06-30 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 40 PLYMOUTH MEETING PA 19462 990 2012-07-01 521533715 COLUMBIA VANTAGE HOUSE CORPORATION COLU 4109645454 5400 VANTAGE POINT ROAD COLUMBIA MD 21044 MERIANN RITACCO 4109645454 2014-01-17 1 BERNADETTE O'TOOLE CPA P00229258 2156433900 2012 2015-11-30 17:44:51Z MERIANN RITACCO 5400 VANTAGE POINT ROAD COLUMBIA MD 21044 32400697 0 X WWW.VANTAGEHOUSE.ORG X 1987 MD TO SPONSOR, OPERATE AND MAINTAIN A LONG-TERM RESIDENTIAL, "CONTINUING CARE" COMMUNITY FOR THE AGED. 19 19 239 116 0 0 0 200 14707426 13780137 176961 253507 35543 37395 14919930 14071239 0 0 0 0 6395728 6521841 0 0 0 8896020 8732435 15291748 15254276 -371818 -1183037 47978300 46289176 59074072 58573997 -11095772 -12284821 THE MISSION OF VANTAGE HOUSE IS TO ESTABLISH, SPONSOR, MANAGE, AND MAINTAIN A LONG-TERM CARE RESIDENTIAL COMMUNITY FOR THE AGED WITH ON-SITE NURSING AND OTHER HEALTH CARE, AND TO CARRY OUT THE CARE, TREATMENT, AND HABITATION OF THE ELDERLY AND INFIRM. 0 0 9750504 10230186 RESIDENTIAL & WELLNESS CARE:SUPPORTED INDEPENDENT LIVING WITH DINING AND RECREATION AND SOCIAL SUPPORT PROGRAMS 3017183 3549951 HEALTH CARE:24 HOUR NURSING AND HEALTH CARE SPANNING THREE LEVELS OF CARE WITH ALL SUPPORTING PROGRAMS 12767687 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 25 0 239 1 0 0 0 0 0 0 0 0 0 0 X 19 19 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X ROBERT PREISEL 4109921215 5400 VANTAGE POINT ROAD COLUMBIA MD 21044 MARSHA ANSEL 1.00 0.00 X 0 0 0 PENNY L BOUGHN 1.00 0.00 X 0 0 0 SUSAN CASTELLAN 1.00 0.00 X X 0 0 0 IRMA CHAPIN 1.00 0.00 X X 0 0 0 ROSEMARY DAVIS 1.00 0.00 X 0 0 0 LIN EAGAN 1.00 0.00 X 0 0 0 BARBARA FAGAN 1.00 0.00 X 0 0 0 CAROLINE FITZGERALD 1.00 0.00 X 0 0 0 DAVID IMRE 1.00 0.00 X 0 0 0 JO ELLEN IMRE 1.00 1.00 X 0 0 0 CLAIRE C LEA 1.00 0.00 X 0 0 0 ANN MECH 1.00 0.00 X X 0 0 0 ROCCO RICCI 1.00 0.00 X X 0 0 0 RAY ROBERTS 1.00 5.00 X 0 0 0 DOROTHY L RODBELL 1.00 0.00 X 0 0 0 CHARLES STARK 1.00 0.00 X 0 0 0 VIRGINIA M THOMAS 2.00 1.00 X X 0 0 0 B OWEN WILLIAMS 1.00 0.00 X X 0 0 0 GAIL T YOUNG 1.00 0.00 X X 0 0 0 MERIANN P RITACCO 40.00 2.00 X 0 0 0 ROBERT J PREISEL 40.00 2.00 X 0 0 0 KATHRYN TRAVERS 40.00 0.00 X 106758 0 9536 BARBARA D'ANNA 40.00 0.00 X 105037 0 10671 KENNETH LECOMPTE 40.00 0.00 X 101324 0 20048 313119 0 40255 3 0 0 0 LIFE CARE SERVICES LLC CAPITAL SQUARE 400 LOCUST ST DES MOINES IA 50309 MANAGEMENT SERVICES 714782 REHABCARE GROUP 7733 FORSYTH BLVD STE 2300 ST LOUIS MO 63150 CONTRACT THERAPY SERVICES 331081 2 200 200 INDEPENDENT LIVING 623000 8233907 8233907 HEALTH CARE SERVICES 623000 3549951 3549951 ENTRANCE FEES 623000 1996279 1996279 13780137 203606 203606 37395 0 37395 37395 37395 18379359 18329458 49901 49901 49901 14071239 13780137 0 290902 465064 465064 4991596 4396215 595381 33974 28606 5368 627949 583971 43978 403258 339841 63417 336725 336725 53922 53922 62280 62280 85959 52865 33094 402329 402329 311015 190587 120428 30704 30704 1188616 1125374 63242 19742 3324 16418 20046 4516 15530 1844712 1840350 4362 2547667 2547667 192159 192159 PHARMACY, LAB AND DRUGS 664780 664780 NURSING EXPENSE 273944 273944 LICENSES, DUES AND SUBS 266100 171249 94851 DRUGS AND MEDICAL SUPPL 168976 168976 262759 183263 79496 15254276 12767687 2486589 0 1940979 2900061 3873177 3935616 366809 369585 183610 155019 99045 103579 49816 125113 63256136 29579185 35471383 33676951 5267019 4325466 726462 697786 47978300 46289176 1162813 1253695 20030675 21381373 36218776 35456741 1661808 482188 59074072 58573997 X -11095772 -12284821 -11095772 -12284821 47978300 46289176 -1183037 -6012 0 X X 0 1 X 1 0 X 6259 21678 6814 200 34951 13470099 13715319 13998725 14707426 13780137 69671706 13476358 13736997 14005539 14707426 13780337 69706657 0 0 0 69706657 291623 193259 349250 172234 241001 1247367 291623 193259 349250 172234 241001 1247367 13767981 13930256 14354789 14879660 14021338 70954024 0.98240 0.97750 0.01760 0.02250 X 350138 1795 351933 336919 13219 350138 342388 2605 8074 336919 353944 10886 22442 342388 360203 6259 353944 0.00000 0.00000 1.00000 0 1 1 4738600 4738600 54424879 26636142 27788737 3391697 2875857 515840 700960 67186 633774 33676951 ESCROW PAYABLE 178653 ENTRANCE FEE REFUNDS IN PROCESS 303535 482188 X 14065227 -6012 -6012 14071239 0 14071239 15254276 0 15254276 0 15254276 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE HELD BY COLUMBIA VANTAGE HOUSE FOUNDATION, A RELATED ORGANIZATION OF COLUMBIA VANTAGE HOUSE CORPORATION, FOR THE PURPOSE OF PROVIDING ASSISTANCE TO THE COMMUNITIES RESIDENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE CORPORATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A)OF THE INTERNAL REVENUE CODE. THE CORPORATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE CORPORATION'S FINANCIAL STATEMENTS. THE CORPORATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS OR OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2010 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE CORPORATION HAS IMPLEMENTED PROCESSES TO ENSURE CORPORATE COMPLIANCE WITH THE INTERNAL REVENUE SERVICE INTERMEDIATE SANCTIONS PROVISION. THESE PROCESSES INCLUDE ANNUAL REVIEW BY THE EXECUTIVE COMMITTEE OF EXECUTIVE TEAM COMPENSATION, AND ANNUAL REVIEW BY THE BOARD OF DIRECTORS OF THE PERFORMANCE AND COMPENSATION OF THE CORPORATION'S EXECUTIVE DIRECTOR. THE BOARD ENGAGES IN ANNUAL CORPORATE COMPLIANCE EDUCATION, HAS ADOPTED AND REVIEWS AT LEAST ANNUALLY A WRITTEN CORPORATE COMPLIANCE PROGRAM AND CODE OF CONDUCT, AND HAS A DETAILED CONFLICT OF INTEREST POLICY. X X 0 0 0 0 0 0 0 0 0 A HOWARD COUNTY MD 526000965 442593AU3 2007-04-12 39487021 TO REFUND PREVIOUS BONDS, AND FINANCE ADDITIONAL CAPITAL IMPROVEMENTS 0 0 0 A 4051365 39487021 85952 789740 2963264 35648065 2008 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 1 0 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS OF THE CORPORATION AND OTHER TRUSTEES THAT MAY BE NAMED TO THE COMMITTEE BY THE CHAIR. THE EXECUTIVE COMMITTEE: (A) SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION AND SHALL: (I) ACT AS AN ETHICS COMMITTEE WHEN NEEDED TO DEVELOP POLICIES AND GUIDELINES FOR HANDLING OF ETHICAL ISSUES AND REVIEW AND GIVE CONSULTATION INVOLVING ETHICAL DIFFICULTIES. (II) CONDUCT PERFORMANCE REVIEW OF PRESIDENT CHIEF EXECUTIVE OFFICER. (III) MONITOR EFFECTIVENESS AND APPROVE INCENTIVE COMPENSATION OF EMPLOYEES UNDER INCENTIVE COMPENSATION PROGRAMS. (IV) REVIEW AND RECOMMEND TO THE BOARD CHANGES TO THE HUMAN RESOURCES POLICY AND BENEFIT PLANS OF THE CORPORATION. (V) SUCH OTHER DUTIES AND FUNCTIONS AS MAY BE ASSIGNED BY THE BOARD. (B) THE EXECUTIVE COMMITTEE, HOWEVER, SHALL NOT HAVE ANY POWER OR THE AUTHORITY AS TO THE FOLLOWING: (I) THE FILLING OF VACANCIES IN THE BOARD OF TRUSTEES. (II) THE ADOPTION, AMENDMENT OR REPEAL OF (THE) BYLAWS OF THE CORPORATION. (III) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD. (IV) ACTION ON MATTERS ASSIGNED BY (THE) BYLAWS OR RESOLUTION OF THE BOARD OF TRUSTEES TO ANOTHER COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE COMPANY HAS A MANAGEMENT AGREEMENT WITH LIFE CARE SERVICES LLC OF DES MOINES IA (LCS). LCS PROVIDES SYSTEMS (CLINICAL, FINANCIAL), SUPPORT, COMPLIANCE, AND PLACES ON-SITE THE EXECUTIVE DIRECTOR (WHO ACTS AS THE CHIEF OPERATING OFFICER) AND THE ADMINISTRATOR (WHO IS REQUIRED TO BE A MARYLAND LICENSED NURSING HOME ADMINISTRATOR) AND PROVIDES REGULAR REPORTS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 FINANCE COMMITTEE WILL REVIEW THE 990 PRIOR TO FILING AT A MEETING, THE 990 WILL BE DISTRIBUTED TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO THE BOARD OF DIRECTORS, ALL MEMBERS OF STANDING AND ADVISORY COMMITTEE, ANY BOARD OR COMMITTEE MEMBER'S IMMEDIATE FAMILY OR ANY PERSON ACTING ON THE BOARD OR COMMITTEE MEMBER'S BEHALF. ANNUAL CONFLICT OF INTEREST DISCLOSURES ARE REQUIRED OF ALL BOARD MEMBERS. ALL EMPLOYEES ARE REQUIRED TO REVIEW AND ACKNOWLEDGE IN WRITING THE CONFLICT OF INTEREST POLICY UPON HIRE AND ANNUALLY. AFTER DISCLOSURE OF A POTENTIAL CONFLICT AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT A BOARD OR COMMITTEE MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE BOARD OR COMMITTEE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD SUCH BOARD OR COMMITTEE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING THE COMPENSATION OF THE CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OTHER OFFICERS, AND KEY EMPLOYEES IS SET ANNUALLY DURING THE BUDGET PROCESS; DETERMINED BASED ON COMPARITIVE MARKET SURVEY AND PERFORMANCE. THIS PROCESS WAS LAST REVIEWED AND APPROVED ON JUNE 30, 2013. FORM 990, PART VI, SECTION C, LINE 19 COLUMBIA VANTAGE HOUSE PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR VANTAGE HOUSE LLC 5400 VANTAGE POINT ROAD COLUMBIA MD 21044 521533715 REAL ESTATE HOLDING MD COLUMBIA VANTAGE HOUSE CORPORATION COLUMBIA VANTAGE HOUSE FOUNDATION 5400 VANTAGE POINT ROAD COLUMBIA MD 21044 263248227 A SUPPORTING ORGANIZATION FOR COLUMBIA VANTAGE HOUSE CORPORATION. MD 501(C)(3) LINE 11A, I COLUMBIA VANTAGE HOUSE COROPORATION 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 NO TRANSACTIONS THAT EXCEEDED 50000