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MEASE LIFE INC: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
MEASE LIFE INC (EIN 59-1005403)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-08-07
IRS object ID
201242209349300429
Schema version
2011v1.2
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

FieldValueIRS element (for citing)
Timestamp2012-08-07T11:05:20-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN593070669EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MOORE STEPHENS LOVELACE PABusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1311 PARK PLACE BLVD SUITE 100AddressLine1
CityCLEARWATERCity
StateFLState
ZIP Code33759ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN591005403EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1MEASE MANOR INCBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlMEASNameControl
Phone7277383000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1700 MEASE PLAZAAddressLine1
CityDUNEDINCity
StateFLState
ZIP Code34698ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN M NORTONName
TitlePRESIDENT AND CEOTitle
Phone7277383000Phone
Date Signed2012-08-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKURT A ALTER CPAName
PTINP00059492PTIN
Phone7275314477Phone
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOHN M NORTONNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1700 MEASE PLAZAAddressLine1
CityDUNEDINCity
StateFLState
ZIP Code34698ZIPCode
FieldValueIRS element (for citing)
Gross Receipts17818095GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.MEASEMANOR.COMWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1961YearFormation
State Legal DomicileFLStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE SENIOR ADULTS WITH RESIDENCE, SERVICES AND SUPPORT, AT A FAIR AND REASONABLE COST, WHICH WILL MAXIMIZE THEIR INDEPENDENCE AND ENSURE THE HIGHEST POSSIBLE QUALITY OF LIFE.ActivityOrMissionDescription
Nbr Voting Members Governing Body9NbrVotingMembersGoverningBody
Nbr Independent Voting Members9NbrIndependentVotingMembers
Total Nbr Employees545TotalNbrEmployees
Total Nbr Volunteers267TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year21898ContributionsGrantsPriorYear
Contributions Grants Current Year15677ContributionsGrantsCurrentYear
Program Service Revenue Prior Year17499396ProgramServiceRevenuePriorYear
Program Service Revenue CY17727736ProgramServiceRevenueCY
Investment Income Prior Year58971InvestmentIncomePriorYear
Investment Income Current Year50315InvestmentIncomeCurrentYear
Other Revenue Prior Year22687OtherRevenuePriorYear
Other Revenue Current Year20781OtherRevenueCurrentYear
Total Revenue Prior Year17602952TotalRevenuePriorYear
Total Revenue Current Year17814509TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year8481248SalariesEtcPriorYear
Salaries Etc Current Year8821498SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year8592786OtherExpensePriorYear
Other Expenses Current Year8443143OtherExpensesCurrentYear
Total Expenses Prior Year17074034TotalExpensesPriorYear
Total Expenses Current Year17264641TotalExpensesCurrentYear
Revenues Less Expenses Prior Year528918RevenuesLessExpensesPriorYear
Revenues Less Expenses CY549868RevenuesLessExpensesCY
Total Assets BOY19220834TotalAssetsBOY
Total Assets EOY18997570TotalAssetsEOY
Total Liabilities BOY7293684TotalLiabilitiesBOY
Total Liabilities EOY6531142TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY11927150NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY12466428NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionTHE ORGANIZATION'S MISSION IS TO PROVIDE SENIOR ADULTS WITH HOUSING, ASSISTED LIVING, SKILLED NURSING SERVICES AND SUPPORT, AT A FAIR AND REASONABLE COST, WHICH WILL MAXIMIZE THEIR INDEPENDENCE AND ENSURE THE HIGHEST POSSIBLE QUALITY OF LIFE. THE STRENGTH OF MEASE MANOR IS BUILT UPON A SHARED SET OF VALUES, BELIEFS AND COMMITMENTS REGARDING ITS RESIDENTS, THE COMMUNITY AND ITS EMPLOYEES. THE TRUSTEES, MANAGEMENT AND STAFF OF MEASE MANOR ARE DEDICATED TO THE HIGHEST PROFESSIONAL STANDARDS AND A SHARED BELIEF IN THE DIGNITY OF THE INDIVIDUAL.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense7592363Expense
Revenue9872027Revenue
DescriptionMEASE CONTINUING CARE IS THE 100 BED SKILLED NURSING PROGRAM LOCATED AT MEASE MANOR. ITS SERVICES INCLUDE LONG-TERM CARE AND SHORT-TERM REHABILITATION THERAPY. MEASE CONTINUING CARE PROVIDES QUALITY SKILLED NURSING CARE IN A HOME-LIKE SETTING. ITS GOAL IS TO ENHANCE THE DIGNITY AND PERSONAL POTENTIAL OF EACH RESIDENT.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense3282745Expense
Revenue4268414Revenue
DescriptionMEASE MANOR IS A NINE-STORY, 211 UNIT INDEPENDENT LIVING FACILITY WITH MANY RESOURCES AVAILABLE TO ITS RESIDENTS. RESIDENCY AT MEASE MANOR INCLUDES A PACKAGE OF MONTHLY SERVICES DESIGNED TO COMPLEMENT A WIDE VARIETY OF INTERESTS AND LIFESTYLES. RESIDENTS ARE OFFERED A CHOICE OF TWO RESIDENCY AGREEMENTS: "MEMBERSHIP AGREEMENT", WHICH OFFERS LIFETIME RESIDENCY AT MEASE MANOR, AND "ANNUAL LEASE PROGRAM", WHICH OFFERS A STANDARD YEARLY LEASE AND DOES NOT REQUIRE A MEMBERSHIP FEE. BOTH CHOICES INCLUDE ACCESS TO ON-SITE HEATH CARE, IF NEEDED.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense2774894Expense
Revenue3608076Revenue
DescriptionMEASE ASSISTED LIVING, THE LICENSED, 107 UNIT ASSISTED LIVING FACILITY AT MEASE MANOR, IS ESPECIALLY DEVELOPED FOR SENIORS WHOSE INDEPENDENCE MAY BE ENHANCED THROUGH ADDITIONAL PERSONAL SERVICES. IT IMPROVES ITS RESIDENTS' QUALITY OF LIFE BY PROVIDING SPECIFIC SERVICES TO MEET INDIVIDUAL NEEDS. MEASE ASSISTED LIVING IS DESIGNED IN A RESIDENTIAL STYLE WHERE RESIDENTS ENJOY PRIVATE APARTMENTS, SOCIAL OPPORTUNITIES, AND THE VAST RESOURCES OF THE MEASE MANOR CAMPUS.Description
FieldValueIRS element (for citing)
Total Program Service Expense13650002TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity1DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109617NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees545NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members9NbrVotingGoverningBodyMembers
Number Independent Voting Members9NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1ED NETTESTADBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7277383209TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1700 MEASE PLAZAAddressLine1
CityDUNEDINCity
StateFLState
ZIP Code34698ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (12 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
J DAVID EGGERS
CHAIRMAN2.00XX000
NANCY M RIDENOUR
VICE CHAIRMAN/TREASURER2.00XX000
JOHN F FREEBORN
SECRETARY2.00XX000
JACK BOWERSOX
TRUSTEE2.00XX000
REV VICTORIA BYROADE
TRUSTEE1.00X000
SUE BUNEVICH
TRUSTEE1.00X000
DANIEL MASSARO
TRUSTEE1.00X000
SALLIE PARKS
TRUSTEE1.00X000
DAVE PAULEY
TRUSTEE1.00X000
JOHN M NORTON
PRESIDENT AND CEO40.00X14372800
WAYNE MORI
VICE PRESIDENT AND CFO40.00X11808500
DAN BEELER
VP OF OPERATIONS, ADMINISTRATOR MCC40.0011850000X
FieldValueIRS element (for citing)
Total Reportable Comp From Org380313TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K3NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
FUNCTIONAL PATHWAYS
614 MABRY HOOD ROADKNOXVILLETN37932THERAPY SERVICES1013406
SYSCO-WEST COAST FLORIDA
3000 69TH STREET EASTPALMETTOFL34221FOOD617341
BARBER AGENCY
2321 STATE ROAD 580CLEARWATERFL33765INSURANCE463831
PHARMERICA
2100 TALL PINES DRIVELARGOFL33771PHARMACY SERVICES269246
ELITE CONSTRUCTION GROUP INC
132 IRWIN STREAT EASTSAFETY HARBORFL34695CONSTRUCTION SERVICES259001
FieldValueIRS element (for citing)
Number Of Contractors GT100 K10NumberOfContractorsGT100K
All Other Contributions15677AllOtherContributions
Total Contributions15677TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
HEALTHCARE SERVICE62140091594889159488
INDEPENDENT LIVING SER62300042684144268414
ASSISTED LIVING SERVIC62300036080763608076
EARNED ENTRANCE FEES623000387182387182

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

FieldValueIRS element (for citing)
Total Revenue Column304576TotalRevenueColumn
Related Or Exempt Function Income304576RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue17727736TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column53901TotalRevenueColumn
Exclusion$53,901ExclusionAmount

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities3586Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-3586Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-3586TotalRevenueColumn
Exclusion-$3,586ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUS REVENUEDescription
Business Code900099BusinessCode
Total Revenue Column20781TotalRevenueColumn
Related Or Exempt Function Income20781RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue20781TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column17814509TotalRevenueColumn
Related Or Exempt Function Income17748517RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$50,315ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total261813Total
Management And General261813ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total7354661Total
Program Services5745401ProgramServices
Management And General1609260ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total640608Total
Program Services483235ProgramServices
Management And General157373ManagementAndGeneral

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total564416Total
Program Services425761ProgramServices
Management And General138655ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total19859Total
Management And General19859ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total35316Total
Management And General35316ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total300Total
Management And General300ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total427890Total
Program Services192176ProgramServices
Management And General235714ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total202252Total
Program Services202252ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total215363Total
Program Services67296ProgramServices
Management And General148067ManagementAndGeneral

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total122625Total
Management And General122625ManagementAndGeneral

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1969241Total
Program Services1830440ProgramServices
Management And General138801ManagementAndGeneral

Travel Travel

FieldValueIRS element (for citing)
Total40181Total
Program Services6406ProgramServices
Management And General33775ManagementAndGeneral

Interest Interest

FieldValueIRS element (for citing)
Total82294Total
Management And General82294ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total1590274Total
Program Services1590274ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total462626Total
Management And General462626ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
RESIDENT MEDICAL EXPENS17218281721828
FOOD80352376723136292
SUPPLIES49928947463724652
BAD DEBT105429105429

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total144853Total
Program Services37636ProgramServices
Management And General107217ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total17264641Total
Program Services13650002ProgramServices
Management And General3614639ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY520071BOY
EOY522859EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY844517BOY
EOY1034358EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY46088BOY
EOY41466EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY379538BOY
EOY365327EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis27476149LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec16845574LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY10958106BOY
EOY10630575EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY6376729BOY
EOY6322348EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY95785BOY
EOY80637EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY19220834BOY
EOY18997570EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1329833BOY
EOY1286256EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1906862BOY
EOY1858780EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY3500750BOY
EOY2880600EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY241986BOY
EOY217596EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY314253BOY
EOY287910EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY7293684BOY
EOY6531142EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY11927150BOY
EOY12466428EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY11927150BOY
EOY12466428EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY19220834BOY
EOY18997570EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses549868ReconcilationRevenueExpenses
Reconcilation Other Changes-10590ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years2600CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years250000CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year21898CurrentTaxYearMinus1Year
Current Tax Year15677CurrentTaxYear
Total290175Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years16953373CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years17148939CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years17228643CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year17494762CurrentTaxYearMinus1Year
Current Tax Year17727736CurrentTaxYear
Total86553453Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years16953373CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years17151539CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years17478643CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year17516660CurrentTaxYearMinus1Year
Current Tax Year17743413CurrentTaxYear
Total86843628Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total50986843628PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years318742CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years172904CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years73502CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year58971CurrentTaxYearMinus1Year
Current Tax Year53901CurrentTaxYear
Total678020Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years318742CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years172904CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years73502CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year58971CurrentTaxYearMinus1Year
Current Tax Year53901CurrentTaxYear
Total678020Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years29250CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years21208CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years22664CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year22687CurrentTaxYearMinus1Year
Current Tax Year20781CurrentTaxYear
Total116590Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years17301365CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years17345651CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years17574809CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year17598318CurrentTaxYearMinus1Year
Current Tax Year17818095CurrentTaxYear
Total87638238Total
FieldValueIRS element (for citing)
Public Support Percentage5090.99090PublicSupportPercentage509
Prior Year Support Percentage0.98830PriorYearSupportPercentage
Investment Income Percentage0.00770InvestmentIncomePercentage
Prior Yr Invest Income Percentage0.01050PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Agent Trustee Etc1AgentTrusteeEtc
Beginning Balance44834BeginningBalance
Additions During Year1596AdditionsDuringYear
Ending Balance46430EndingBalance
Included On FS0IncludedOnFS

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis926974OtherCostOrOtherBasis
Book Value926974BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis22128624OtherCostOrOtherBasis
Depreciation12845819Depreciation
Book Value9282805BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis4289159OtherCostOrOtherBasis
Depreciation3868363Depreciation
Book Value420796BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis131392OtherCostOrOtherBasis
Depreciation131392Depreciation
Book Value0BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings10630575TotalOfBookValueLandBuildings

Other Securities OtherSecurities (4 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
MONEY MARKET FUNDS5314807F
U.S. GOVERNMENT OBLIGATIONS500199F
CORPORATE BONDS502007F
CORPORATE STOCKS5335F
FieldValueIRS element (for citing)
Total Of Book Value Securities6322348TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
RESIDENT DEPOSITS$212,910
REFUNDABLE ENTRANCE FEES$75,000
FieldValueIRS element (for citing)
Total Of Amounts287910TotalOfAmounts
Total Revenue17814509TotalRevenue
Total Expenses17264641TotalExpenses
Excess Or Deficit For Year549868ExcessOrDeficitForYear
Net Unrealized GL On Investments-10590NetUnrealizedGLOnInvestments
Total Adjustments-10590TotalAdjustments
Excess Or Deficit Per FS539278ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt17803919TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments-10590NetUnrealizedGainsInvestments
Revenue Not Rptd F990-10590RevenueNotRptdF990
Revenue Subtotal17814509RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99017814509TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt17264641TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal17264641ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99017264641TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
Return ReferencePART IV, LINE 1B:ReturnReference
ExplanationRESIDENT CUSTODIAN ACCOUNTS: MEDICAID RESIDENTS CAN REQUEST, IN CERTAIN CASES, MEASE MANOR, INC. TO MAINTAIN THEIR PERSONAL FUNDS IN A CUSTODIAL ACCOUNT. THESE CUSTODIAL ACCOUNTS ARE ACCOUNTED FOR SEPARATELY AND ARE MAINTAINED BY THE NURSING FACILITY ON THE RESIDENTS' BEHALF.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION B, LINE 11THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCE OFFICER CONDUCT A COMPLETE REVIEW OF THE FORM 990 BEFORE IT IS FILED WITH THE IRS. IN ADDITION, A COPY IS PROVIDED TO EACH VOTING MEMBER OF THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES HAVE THE OPPORTUNITY TO SUBMIT QUESTIONS TO THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCE OFFICER BEFORE THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12CTHE ORGANIZATION'S CONFLICT OF INTEREST POLICY COVERS ALL OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES. ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY AND IDENTIFIES ALL CONFLICTS THROUGH THE ANNUAL DISCLOSURE PROCESS. OFFICERS, TRUSTEES AND KEY EMPLOYEES ARE ALLOWED TO PARTICIPATE IN DISCUSSIONS REGARDING ISSUES FROM WHICH CONFLICTS OF INTEREST ARISE, BUT ARE NOT PERMITTED TO ADVOCATE FOR OR VOTE ON THOSE ISSUES.
FORM 990, PART VI, SECTION B, LINE 15THE EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES, REVIEWS AND APPROVES THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND OTHER TOP MANAGEMENT STAFF USING COMPARABILITY DATA FROM THE CONTINUING CARE RETIREMENT COMMUNITY SALARY AND BENEFITS REPORT ISSUED BY LEADING AGE, FORMERLY AMERICAN ASSOCIATION OF HOMES AND SERVICES FOR THE AGING (AAHSA). THE CHIEF EXECUTIVE OFFICER USES THE SAME DATA FOR DETERMINING THE SALARIES FOR THE OTHER TOP MANAGEMENT STAFF. THE PROCESS FOR REVIEWING AND APPROVING COMPENSATION IS DOCUMENTED IN THE BOARD OF TRUSTEES' MINUTES AND THE TRUSTEES ARE GIVEN COPIES OF THE SCHEDULES USED TO DETERMINE THE CHIEF EXECUTIVE OFFICER'S SALARY.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
FORM 990, PART XI, LINE 5:NET UNREALIZED LOSSES ON INVESTMENTS: -10,590.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2CTHE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE FINANCE COMMITTEE'S OVERSIGHT AND SELECTION PROCESS IS SUBJECT TO THE BOARD OF TRUSTEES' APPROVAL. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.OVERSIGHT OF AUDIT

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1MEASE SENIOR LIVING MANAGEMENT LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1700 MEASE PLAZAAddressLine1
CityDUNEDINCity
StateFLState
ZIP Code34698ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesDORMANTPrimaryActivities
Legal Domicile StateFLLegalDomicileState
Total Income0TotalIncome
EOY Assets0EOYAssets

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1MEASE MANOR INCBusinessNameLine1

Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
MEASE LIFE SERVICES INC
700 MEASE PLAZADUNEDINFL34698800571702DORMANTFL501(C)37MEASE MANOR INC0
MEASE LIFE SERVICES MANAGEMENT LLC
700 MEASE PLAZADUNEDINFL34698DORMANTFL501(C)37MEASE MANOR INC0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg