EPISCOPAL CHURCH HOME FRIENDSHIP INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- EPISCOPAL CHURCH HOME FRIENDSHIP INC (EIN 52-0907224)
- Tax period
- 2011-10-01 to 2012-09-30
- Filed
- 2013-02-13
- IRS object ID
- 201340449349301239
- Schema version
- 2011v1.5
- 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 | 2013-02-13T14:39:18-06:00 | Timestamp |
| Tax Period End Date | 2012-09-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521885118 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRUBMAN ANAND PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7272 WISCONSIN AVE | AddressLine1 |
| City | BETHESDA | City |
| State | MD | State |
| ZIP Code | 20814 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-10-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520907224 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL CHURCH HOMEFRIENDSHIPINC | BusinessNameLine1 |
| Business Name Line2 | C/O SEABURY RESOURCES FOR AGING | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | EPIS | NameControl |
| Phone | 2022447400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 BUTTERWORTH PLACENW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200164538 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOSEPH E RESCH JR | Name |
| Title | CEO | Title |
| Phone | 2022447400 | Phone |
| Date Signed | 2013-02-13 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEWART A GRUBMAN | Name |
| PTIN | P01071672 | PTIN |
| Phone | 3016523464 | Phone |
| Date Prepared | 2013-02-13 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JOSEPH E RESCH JR | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4201 BUTTERWORTH PLACENW | AddressLine1 |
| City | WASHINGTON | City |
| State | DC | State |
| ZIP Code | 200164538 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3416202 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.SEABURYRESOURCES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | DC | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE AFFORDABLE HOUSING UNDER SECTION 202 OF THE NATIONAL HOUSING ACT TO SENIOR CITIZENS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 26 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 24622 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 43440 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 2508722 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2582011 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 95604 | InvestmentIncomePriorYear |
| Investment Income Current Year | 133759 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 2628948 | TotalRevenuePriorYear |
| Total Revenue Current Year | 2759210 | 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 | 413022 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 417510 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2289699 | OtherExpensePriorYear |
| Other Expenses Current Year | 2477614 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2702721 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2895124 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -73773 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -135914 | RevenuesLessExpensesCY |
| Total Assets BOY | 11899209 | TotalAssetsBOY |
| Total Assets EOY | 10967276 | TotalAssetsEOY |
| Total Liabilities BOY | 9127354 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 8342679 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2771855 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2624597 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE AFFORDABLE HOUSING HOUSING AND RELATED SERVICES TO THE ELDERLY UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2667329 | Expense |
| Revenue | 2715770 | Revenue |
| Description | PROVIDING AFFORDABLE HOUSING AND RELATED RESIDENT SERVICES IN ACCORDANCE WITH EXEMPT PURPOSE. | Description |
| Total Program Service Expense | 2667329 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 0 | 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 | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 40 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 26 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | 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 | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COORDINATED SERVICES MANAGEMENT INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5405634565 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 PETERS CREEK ROAD | AddressLine1 |
| City | ROANOKE | City |
| State | VA | State |
| ZIP Code | 24019 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| JOSEPH HOWELL | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| CYNTHIA C HILL DOPP | ||||||
| PRESIDENT | 0.30 | X | 0 | 0 | 0 | X |
| GEOFFREY B BAKER | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| EDWARD SYMESIII | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| JOHN W WELCH | ||||||
| TREASURER | 0.30 | X | 0 | 0 | 0 | X |
| RT REV MARIANN EDGAR BUDDE | ||||||
| CHAIR | 0.30 | X | 0 | 0 | 0 | |
| MICHAEL BREADS | ||||||
| VICE PRESIDENT | 0.30 | X | 0 | 0 | 0 | X |
| JUDITH G BOWLES | ||||||
| SECRETARY | 0.30 | X | 0 | 0 | 0 | X |
| STERLING ASHBY | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| HAL C DECELL III | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| ELIZABETH DIETEL | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| LARRY ELLIS | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| GERALD A PEREZ | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| ATRON C ROWE | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| AJD SCHMIDT | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| PAULA E SINGLETON | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | 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 |
|---|---|---|---|---|---|
| HAMEL BUILDER'S INC | |||||
| 2520 PENNSYLVANIA AVESE | WASHINGTON | DC | 20020 | CONSTRUCTION | 723183 |
| SODEXO INC | |||||
| PO BOX 536922 | ATLANTA | GA | 30353 | RESIDENT MEALS | 281168 |
| SYSCO FOOD SERVICE LLC | |||||
| PO BOX 20020 | HARRISONBURG | VA | 22801 | RESIDENT MEALS | 127450 |
| COORDINATED SERVICES MANAGEMENTINC | |||||
| 3333 PETERS CREEK ROAD | ROANOKE | VA | 24019 | PROPERTY MANAGEMENT | 124555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
| Government Grants | 43440 | GovernmentGrants |
| Total Contributions | 43440 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RENTS | 531110 | 1710014 | 1710014 |
| TENANT PROGRAM SERVICE | 531110 | 531616 | 531616 |
| TENANT ASSISTANCE PAYM | 531110 | 339501 | 339501 |
| OTHER TENANT CHARGES | 531110 | 880 | 880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2582011 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73275 | TotalRevenueColumn |
| Related Or Exempt Function Income | 73275 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 717476 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 656992 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 60484 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 60484 | TotalRevenueColumn |
| Related Or Exempt Function Income | 60484 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2759210 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2715770 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323792 | Total |
| Program Services | 323792 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47906 | Total |
| Program Services | 47906 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45812 | Total |
| Program Services | 45812 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 124555 | Total |
| Management And General | 124555 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10649 | Total |
| Management And General | 10649 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34330 | Total |
| Program Services | 16200 | ProgramServices |
| Management And General | 18130 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7801 | Total |
| Program Services | 7801 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33400 | Total |
| Management And General | 33400 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41061 | Total |
| Management And General | 41061 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7270 | Total |
| Program Services | 7270 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 335270 | Total |
| Program Services | 335270 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 495601 | Total |
| Program Services | 495601 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43010 | Total |
| Program Services | 43010 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| FOOD SERVICES | 572002 | 572002 |
| REPAIRS | 302042 | 302042 |
| UTILITIES | 286521 | 286521 |
| TENANT SERVICES | 128700 | 128700 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55402 | Total |
| Program Services | 55402 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2895124 | Total |
| Program Services | 2667329 | ProgramServices |
| Management And General | 227795 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121002 | BOY |
| EOY | 167283 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67820 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48377 | BOY |
| EOY | 33704 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11486 | BOY |
| EOY | 54352 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 12732629 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4656316 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8415191 | BOY |
| EOY | 8076313 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1775022 | BOY |
| EOY | 1899933 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316429 | BOY |
| EOY | 307069 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1143882 | BOY |
| EOY | 428622 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11899209 | BOY |
| EOY | 10967276 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 936354 | BOY |
| EOY | 235334 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34216 | BOY |
| EOY | 23297 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 161917 | BOY |
| EOY | 158289 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7994867 | BOY |
| EOY | 7925759 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9127354 | BOY |
| EOY | 8342679 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 997140 | BOY |
| EOY | 724664 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1774715 | BOY |
| EOY | 1899933 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2771855 | BOY |
| EOY | 2624597 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11899209 | BOY |
| EOY | 10967276 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -135914 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -11344 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 33513 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 29095 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 88725 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24622 | CurrentTaxYearMinus1Year |
| Current Tax Year | 43440 | CurrentTaxYear |
| Total | 219395 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2040201 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1935051 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2078239 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2533344 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2582139 | CurrentTaxYear |
| Total | 11168974 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2073714 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1964146 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2166964 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2557966 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2625579 | CurrentTaxYear |
| Total | 11388369 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 11388369 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49161 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24088 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62199 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63121 | CurrentTaxYearMinus1Year |
| Current Tax Year | 73274 | CurrentTaxYear |
| Total | 271843 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49161 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24088 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 62199 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 63121 | CurrentTaxYearMinus1Year |
| Current Tax Year | 73274 | CurrentTaxYear |
| Total | 271843 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | -25968 | CurrentTaxYearMinus4Years |
| Current Tax Year | 60484 | CurrentTaxYear |
| Total | 34516 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2096907 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1988234 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2229163 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2621087 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2759337 | CurrentTaxYear |
| Total | 11694728 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97380 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95990 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02320 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02800 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 348791 | OtherCostOrOtherBasis |
| Book Value | 348791 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10494977 | OtherCostOrOtherBasis |
| Depreciation | 3229194 | Depreciation |
| Book Value | 7265783 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1888861 | OtherCostOrOtherBasis |
| Depreciation | 1427122 | Depreciation |
| Book Value | 461739 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8076313 | TotalOfBookValueLandBuildings |
| Total Revenue | 2759210 | TotalRevenue |
| Total Expenses | 2895124 | TotalExpenses |
| Excess Or Deficit For Year | -135914 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 67030 | NetUnrealizedGLOnInvestments |
| Prior Period Adjustments | -78375 | PriorPeriodAdjustments |
| Other | $1 | OtherAmount |
| Total Adjustments | -11344 | TotalAdjustments |
| Excess Or Deficit Per FS | -147258 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 2826547 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 67030 | NetUnrealizedGainsInvestments |
| Other Revenues | 307 | OtherRevenues |
| Revenue Not Rptd F990 | 67337 | RevenueNotRptdF990 |
| Revenue Subtotal | 2759210 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 2759210 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2895430 | TotExpensesEtcAuditedFinclStmt |
| Prior Year Adjustments | 307 | PriorYearAdjustments |
| Other Expenses Included | -1 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 306 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2895124 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2895124 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 1B: | THE ORGANIZATION ADMINISTER THE STEARNS INVESTMENT TRUST. | |
| PART IV, LINE 2B: | CORPORATION AS LESSOR OF RESIDENTIAL RENTAL PROPERTY HOLDS TENANT SECURITY DEPOSITS ON BEHALF OF RESIDENTS IN A SEPARATE ESCROW ACCOUNT. | |
| PART X: | THE CORPORATION IS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND IS NOT SUBJECT TO INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE CORPORATION ACCOUNTS FOR TAX PROVISIONS IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CONCEPT (ASC) TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CREATES A SINGLE MODEL TO ADDRESS UNCERTAINTY IN TAX POSITIONS AND CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. UNDER THE REQUIREMENTS OF ASC TOPIC 740-10, TAX EXEMPT ORGANIZATIONS COULD BE REQUIRED TO RECORD AN OBLIGATION AS THE RESULT OF A TAX POSITION THEY HAVE HISTORICALLY TAKEN ON VARIOUS TAX EXPOSURE ITEMS. PRIOR TO THIS CONCEPT, THE DETERMINATION OF WHEN TO RECORD A LIABILITY FOR TAX EXPOSURE WAS BASED ON WHETHER A LIABILITY WAS CONSIDERED PROBABLE AND REASONABLY ESTIMABLE. THE CORPORATION HAS DETERMINED THAT IT DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THROUGH SEPTEMBER 30, 2012. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| ROUNDING 1. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| PRIOR PERIOD ADJUSTMENT 307. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| ROUNDING -1. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | BOARD MEMBERS ARE PROVIDED WITH A COPY OF THE RETURN FOR REVIEW AND COMMENT. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ANNUALLY SIGN AND UPDATE THEIR CONFLICTS, IF ANY AND THEN SUBMIT IT TO THE FINANCE COMMITTEE. | |
| FORM 990, PART VI, SECTION B, LINE 15 | WHEN THE COMPENSATION WAS LAST ESTABLISHED WE COMPARED IT TO COMPENSATION SURVEYS OF NONPROFIT EXECUTIVES IN THE DC AREA BASED ON ASSETS AND ANNUAL BUDGETS. SINCE THEN IT IS REVIEWED ANNUALLY AND HAS DECREASED DUE TO THE OVERALL ECONOMY AND INCOME TO THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CORPORATION IS REQUIRED TO FILE UNDER OMB CIRCULAR A-133 UNDER WHICH ALL FINANCIAL STATEMENTS ARE MADE PUBLIC ON ITS WEBSITE. ADDITIONALLY ALL POLICIES ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 67,030. PRIOR PERIOD ADJUSTMENTS: -78,375. ROUNDING 1. TOTAL TO FORM 990, PART XI, LINE 5: -11,344. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| SEABURY RESOURCES FOR AGING | ||||||||||
| 4201 BUTTERWORTH PLACENW | WASHINGTON | DC | 20016 | 520907224 | PROVIDING AFFORDABLE HOUSING OPTIONS FOR SENIORS IN THE GREATER DC AREA | DC | 501(C)(3) | 509(A)(3) TYPE I | N/A | 0 |
| SPRINGVALE TERRACE INC | ||||||||||
| 4201 BUTTERWORTH PLACENW | WASHINGTON | DC | 20016 | 300185120 | TO PROVIDE AFFORDABLE HOUSING AND RESIDENT SERVICES TO THE ELDERLY | MD | 501(C)(3) | LINE 9 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |