THE EPISCOPAL CHURCH HOME INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE EPISCOPAL CHURCH HOME INC (EIN 61-0461720)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2013-11-07
- IRS object ID
- 201323119349302007
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-11-07T14:09:55-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 611064249 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEMING MALONE LIVESAY & OSTROFF PSC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9300 SHELBYVILLE RD STE 1100 | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 610461720 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF THE CHURCH HOME AND | BusinessNameLine1 |
| Business Name Line2 | INFIRMARY (D/B/A EPISCOPAL CHURCH HOME) | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUS | NameControl |
| Phone | 5027367800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7504 WESTPORT ROAD | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40222 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ANNE H VENO | Name |
| Title | CEO | Title |
| Phone | 5027367800 | Phone |
| Date Signed | 2013-11-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JENNIFER R HUGHES CPA | Name |
| PTIN | P00350026 | PTIN |
| Phone | 5024269660 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ANNE H VENO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7504 WESTPORT ROAD | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 19781796 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ECHKY.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1872 | YearFormation |
| State Legal Domicile | KY | StateLegalDomicile |
| Activity Or Mission Description | THE EPISCOPAL CHURCH HOME IS AN INTERDENOMINATIONAL CHRISTIAN COMMUNITY RETIREMENT AND CARE FACILITY. THE FACILITY IS DEDICATED TO PROVIDING A FULL RANGE OF HIGH-QUALITY RESIDENT SERVICES FROM LONG TERM ALZHEIMER'S/MEMORY CARE TO SHORT TERM REHABILITATION ON A NOT-FOR-PROFIT BASIS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 22 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 22 | NbrIndependentVotingMembers |
| Total Nbr Employees | 433 | TotalNbrEmployees |
| Total Nbr Volunteers | 320 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 279280 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 244420 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17174424 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 17837211 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 400269 | InvestmentIncomePriorYear |
| Investment Income Current Year | 442412 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 100339 | OtherRevenuePriorYear |
| Other Revenue Current Year | 354667 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17954312 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18878710 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 11028835 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 11044155 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 72916 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7039548 | OtherExpensePriorYear |
| Other Expenses Current Year | 7309797 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 18068383 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18353952 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -114071 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 524758 | RevenuesLessExpensesCY |
| Total Assets BOY | 34072074 | TotalAssetsBOY |
| Total Assets EOY | 34556568 | TotalAssetsEOY |
| Total Liabilities BOY | 16579267 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 15936560 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 17492807 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 18620008 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE EPISCOPAL CHURCH HOME STRIVES TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS THROUGH A CARING, CHRISTIAN COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 16193774 | Expense |
| Revenue | 18072644 | Revenue |
| Description | THE CORPORATION'S PRINCIPAL ACTIVITY IS PROVIDING NURSING CARE AND RETIREMENT SERVICES THROUGH 266 LICENSED BEDS AND 62 RETIREMENT TOWNHOUSES. | Description |
| Total Program Service Expense | 16193774 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 22 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 433 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 22 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 22 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | KY | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL CHURCH HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5027367800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7504 WESTPORT ROAD | AddressLine1 |
| City | LOUISVILLE | City |
| State | KY | State |
| ZIP Code | 40222 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (27 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| DONALD BELL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS JAMES III | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOANNA PANNING | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JAMES HENDON JR | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | ||
| DAVID BROOKS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT GRIFFITH | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| KATHY BROWN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| CHARLIE CLARK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| JOHN G TREITZ JR | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MARK LEWIS | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| W VANCE FRITTON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ARMAND OSTROFF | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| PAMALA THOMPSON | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DONALD KOHLER | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| SHARON REED | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| MASON RUMMEL | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| H GIBBS REESE | |||||||
| PRESIDENT | 2.00 | X | 0 | 0 | 0 | ||
| VIRGINA RAY | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | ||
| RICHMOND SIMPSON | |||||||
| VICE PRESIDENT | 2.00 | X | 0 | 0 | 0 | ||
| DIANE CLARK | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| DONALD SNOW | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| TOM BROWN | |||||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 | ||
| ANNE VENO | |||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | 151307 | 0 | 16886 | X | ||
| ROBERT NIX | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 107800 | 0 | 7388 | X | ||
| KATHY SHIREMAN | |||||||
| DIRECTOR OF NURSING | 40.00 | 105508 | 0 | 7327 | X | ||
| CECY GRISHMAN KING | |||||||
| ASSISTANT ADMINISTRATPR | 40.00 | 103201 | 0 | 10208 | X | ||
| CHRIS BARTHOLOMEW | |||||||
| DIRECTOR OF ENVIORNMENTAL SERAVICES | 40.00 | 100316 | 0 | 7244 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 568132 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 49053 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| HERITAGE HEALTHCARE | |||||
| 536 OLD HOWELL ROAD | GREENVILLE | SC | 29615 | THERAPY SERVICES | 1056883 |
| MORRISON MANAGEMENT SPECIALISTS | |||||
| PO BOX 402289 | ATLANTA | GA | 30368 | DIETARY SERVICES | 555586 |
| LOGAN'S TEXTILE RENTAL | |||||
| PO BOX 643958 | CINNCINAI | OH | 45264 | LAUNDRY SERVICES | 148245 |
| PATRICK A O'DONNELL LANDSCAPING | |||||
| 10200 POCO PLACE | LOUISVILLE | KY | 40291 | GROUNDS MAINTENANCE | 147362 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| All Other Contributions | 244420 | AllOtherContributions |
| Total Contributions | 244420 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 623000 | 17335420 | 17335420 |
| ENTRANCE FEES EARNED | 623000 | 501791 | 501791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 17837211 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 208040 | TotalRevenueColumn |
| Exclusion | $208,040 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1137458 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 903086 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 234372 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 234372 | TotalRevenueColumn |
| Exclusion | $234,372 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| PROVIDER TAX REFUND | 623000 | 235433 | 235433 | |
| MEAL SALES | 623000 | 87726 | $87,726 | |
| MISCELLANEOUS INCOME | 623000 | 16784 | $16,784 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14724 | TotalRevenueColumn |
| Exclusion | $14,724 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 354667 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18878710 | TotalRevenueColumn |
| Related Or Exempt Function Income | 18072644 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $561,646 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282081 | Total |
| Management And General | 282081 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9222082 | Total |
| Program Services | 8235493 | ProgramServices |
| Management And General | 932935 | ManagementAndGeneral |
| Fundraising | 53654 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 42566 | Total |
| Program Services | 40339 | ProgramServices |
| Management And General | 1964 | ManagementAndGeneral |
| Fundraising | 263 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 786065 | Total |
| Program Services | 684527 | ProgramServices |
| Management And General | 97450 | ManagementAndGeneral |
| Fundraising | 4088 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 711361 | Total |
| Program Services | 617983 | ProgramServices |
| Management And General | 89352 | ManagementAndGeneral |
| Fundraising | 4026 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14203 | Total |
| Management And General | 14203 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31700 | Total |
| Management And General | 31700 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37849 | Total |
| Management And General | 37849 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51001 | Total |
| Management And General | 51001 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 101985 | Total |
| Program Services | 57552 | ProgramServices |
| Management And General | 44217 | ManagementAndGeneral |
| Fundraising | 216 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1494202 | Total |
| Program Services | 1436051 | ProgramServices |
| Management And General | 56395 | ManagementAndGeneral |
| Fundraising | 1756 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17194 | Total |
| Program Services | 12564 | ProgramServices |
| Management And General | 4452 | ManagementAndGeneral |
| Fundraising | 178 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20324 | Total |
| Program Services | 16957 | ProgramServices |
| Management And General | 3297 | ManagementAndGeneral |
| Fundraising | 70 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1290977 | Total |
| Program Services | 1121514 | ProgramServices |
| Management And General | 162156 | ManagementAndGeneral |
| Fundraising | 7307 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ANCILLARIES | 1560588 | 1560588 | |
| FOOD | 922820 | 922820 | |
| SUPPLIES | 586622 | 554008 | 32614 |
| CONTRACT SERVICES | 456429 | 262539 | 193890 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 723903 | Total |
| Program Services | 670839 | ProgramServices |
| Management And General | 51706 | ManagementAndGeneral |
| Fundraising | 1358 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18353952 | Total |
| Program Services | 16193774 | ProgramServices |
| Management And General | 2087262 | ManagementAndGeneral |
| Fundraising | 72916 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1777948 | BOY |
| EOY | 2423015 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28580 | BOY |
| EOY | 800 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1767388 | BOY |
| EOY | 1675750 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18348 | BOY |
| EOY | 18348 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112239 | BOY |
| EOY | 120495 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 37515218 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 15612540 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22791060 | BOY |
| EOY | 21902678 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7565381 | BOY |
| EOY | 8390971 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11130 | BOY |
| EOY | 24511 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34072074 | BOY |
| EOY | 34556568 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1052038 | BOY |
| EOY | 1059607 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3908639 | BOY |
| EOY | 3270059 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11618590 | BOY |
| EOY | 11606894 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16579267 | BOY |
| EOY | 15936560 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15323347 | BOY |
| EOY | 16274880 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 339130 | BOY |
| EOY | 367433 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1830330 | BOY |
| EOY | 1977695 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17492807 | BOY |
| EOY | 18620008 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34072074 | BOY |
| EOY | 34556568 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 524758 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 602443 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 332506 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 373519 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 294579 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 279281 | CurrentTaxYearMinus1Year |
| Current Tax Year | 244420 | CurrentTaxYear |
| Total | 1524305 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16331556 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16421135 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17299284 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16768434 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17335420 | CurrentTaxYear |
| Total | 84155829 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16664062 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 16794654 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17593863 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17047715 | CurrentTaxYearMinus1Year |
| Current Tax Year | 17579840 | CurrentTaxYear |
| Total | 85680134 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 100000 | CurrentTaxYearMinus4Years |
| Total | 100000 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 100000 | CurrentTaxYearMinus4Years |
| Total | 100000 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 85580134 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 249028 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 182131 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 172101 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 216230 | CurrentTaxYearMinus1Year |
| Current Tax Year | 208040 | CurrentTaxYear |
| Total | 1027530 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 249028 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 182131 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 172101 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 216230 | CurrentTaxYearMinus1Year |
| Current Tax Year | 208040 | CurrentTaxYear |
| Total | 1027530 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 297306 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 86368 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 83593 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 100339 | CurrentTaxYearMinus1Year |
| Current Tax Year | 354667 | CurrentTaxYear |
| Total | 922273 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17210396 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 17063153 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 17849557 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17364284 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18142547 | CurrentTaxYear |
| Total | 87629937 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97660 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97230 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01170 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01410 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 1 | GrantsOtherOrganizations |
| Grants Other Organizations | $470 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 470 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | THE ORGANIZATION PAYS MEMBERSHIP DUES TO LEADINGAGE KENTUCKY OF WHICH $470 IS RELATED TO LOBBYING PURPOSES. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7564892 | BeginningOfYearBalance |
| Contributions | 151044 | Contributions |
| Investment Earnings Or Losses | 1040538 | InvestmentEarningsOrLosses |
| Other Expenditures | 328280 | OtherExpenditures |
| Administrative Expenses | 37849 | AdministrativeExpenses |
| End Of Year Balance | 8390345 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7599581 | BeginningOfYearBalance |
| Contributions | 89643 | Contributions |
| Investment Earnings Or Losses | 369229 | InvestmentEarningsOrLosses |
| Other Expenditures | 457095 | OtherExpenditures |
| Administrative Expenses | 36466 | AdministrativeExpenses |
| End Of Year Balance | 7564892 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6969793 | BeginningOfYearBalance |
| Contributions | 168662 | Contributions |
| Investment Earnings Or Losses | 1231717 | InvestmentEarningsOrLosses |
| Other Expenditures | 730939 | OtherExpenditures |
| Administrative Expenses | 39652 | AdministrativeExpenses |
| End Of Year Balance | 7599581 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 6955064 | BeginningOfYearBalance |
| Contributions | 73981 | Contributions |
| Investment Earnings Or Losses | 812216 | InvestmentEarningsOrLosses |
| Other Expenditures | 830769 | OtherExpenditures |
| Administrative Expenses | 40699 | AdministrativeExpenses |
| End Of Year Balance | 6969793 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10184351 | BeginningOfYearBalance |
| Contributions | 8621 | Contributions |
| Investment Earnings Or Losses | -1103335 | InvestmentEarningsOrLosses |
| Other Expenditures | 2088171 | OtherExpenditures |
| Administrative Expenses | 46402 | AdministrativeExpenses |
| End Of Year Balance | 6955064 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.74420 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.23570 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02010 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 804971 | OtherCostOrOtherBasis |
| Book Value | 804971 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 32285907 | OtherCostOrOtherBasis |
| Depreciation | 12119188 | Depreciation |
| Book Value | 20166719 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4284860 | OtherCostOrOtherBasis |
| Depreciation | 3393965 | Depreciation |
| Book Value | 890895 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 139480 | OtherCostOrOtherBasis |
| Depreciation | 99387 | Depreciation |
| Book Value | 40093 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 21902678 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (5 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| CASH EQUIVALENTS | 571831 | C |
| US TREASURY OBLIGATIONS | 496261 | F |
| COMMON STOCKS | 4432650 | F |
| BONDS | 1159080 | F |
| STOCK MUTUAL FUNDS | 1731149 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 8390971 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REFUNDABLE ENTRANCE FEES | Description |
| Amount | $11,606,894 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 11606894 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 19491762 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 602443 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 602443 | RevenueNotRptdF990 |
| Revenue Subtotal | 18889319 | RevenueSubtotal |
| Other Revenues Not Included | -10609 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -10609 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18878710 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18364561 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18364561 | ExpensesSubtotal |
| Other Expenses Not Included | -10609 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | -10609 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18353952 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE GOAL OF THE DONOR AND BOARD DESIGNATED ENDOWMENT FUNDS IS TO USE THE EARNINGS FROM THE PRINCIPAL BALANCES, WHICH ARE TO REMAIN INTACT, FOR THE CORPORATION'S ACTIVITIES AT THE DISCRETION OF THE BOARD. HOWEVER, THE BOARD MAY USE THE PRINCIPAL PORTION OF THE UNDESGINATED FUNDS IF APPROVED BY THE BOARD. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE CORPORATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES AS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION FILES AN INFORMATIONAL TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE KENTUCKY OFFICE OF THE ATTORNEY GENERAL. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. AS OF JUNE 30, 2013 AND 2012, THE CORPORATION DID NOT HAVE ANY ACCRUED INTEREST OR PENALTIES RELATED TO INCOME TAX LIABILITIES, AND NO INTEREST OR PENALTIES HAVE BEEN CHARGED TO OPERATIONS FOR THE YEARS THEN ENDED. TAX YEARS STILL OPEN UNDER FEDERAL AND STATE STATUTE OF LIMITATIONS REMAIN SUBJECT TO REVIEW AND CHANGE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE -10,609. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BAD DEBT EXPENSE -10,609. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ANNE VENO | NamePerson |
| Title | CHIEF EXECUTIVE OFFICER | Title |
| Base Compensation Filing Org | 151307 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 2236 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 14650 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 168193 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | MANAGEMENT OF THE DIETARY AND THERAPY SERVICES AT THE EPISCOPAL CHURCH HOME ARE PROVIDED BY OUTSIDE CONTRACTED ORGANIZATIONS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED AND APPROVED BY THE CEO AND CFO. THE 990 IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR REVIEW AND APPROVAL. IT IS THEN MADE AVAILABLE TO THE FULL BOARD IF THEY CHOOSE TO REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | MEMBERS OF THE BOARD OF TRUSTEES MUST COMPLETE AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY AT THE BEGINNING OF THE FISCAL YEAR OR IN CONNECTION WITH THE ANNUAL AUDIT AND MORE FREQUENTLY WHEN ASKED TO DO SO. THE CEO REVIEWS ANY CONTRACTS OR AGREEMENTS PERTAINING TO BOARD MEMBERS OR THEIR FAMILIES. IF THE CEO DETERMINES THAT THERE IS ANY CONFLICT, THE CEO WILL INFORM THE PRESIDENT OF THE BOARD TO DETERMINE IF THE POTENTIAL CONFLICT SHOULD BE PRESENTED TO THE ENTIRE BOARD. IF AN ISSUE ARISES OF NON-COMPLIANCE, THEN CHANGES ARE MADE TO ACHIEVE COMPLIANCE. THE CEO IS MONITORED BY THE PRESIDENT OF THE BOARD. | |
| FORM 990, PART VI, SECTION B, LINE 15A | 1. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE OF THE ORGANIZATION PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THE REVIEW AND APPROVAL. 2. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. WRITTEN DOCUMENTATION IS PROVIDED FROM THE EXECUTIVE COMITTEE REGARDING DECISIONS ON THE COMPENSATION ARRANGEMENT. | |
| FORM 990, PART VI, SECTION C, LINE 18 | EPISCOPAL CHURCH HOME MAKES ITS FORM 990 AVAILABLE UPON REQUEST. IN ADDITION, THEY DO DIRECT FORM 990 INQUIRIES TO THE GUIDESTAR WEBSITE AS WELL. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS OF EPISCOPAL CHURCH HOME ARE MADE AVAILABLE TO THE PUBLIC ONLY UPON REQUEST. | |
| FORM 990, PART XI, LINE 2C: | THE CEO AND CFO REVIEW A DRAFT OF THE AUDIT REPORT IN DETAIL. THE DRAFT COPY OF THE AUDIT REPORT IS PRESENTED TO THE AUDIT COMMITTEE. AFTER THE DRAFT AUDIT REPORT HAS BEEN APPROVED, THE FINAL AUDIT REPORT IS PRESENTED TO THE FULL BOARD OF DIRECTORS. | REVIEW PROCESS OF AUDIT REPORT: |