ROLLING GREEN VILLAGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- ROLLING GREEN VILLAGE (EIN 57-0647976)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-03
- IRS object ID
- 201242779349300319
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-03T13:36:10-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 N TRYON STREET SUITE 1000 | AddressLine1 |
| City | CHARLOTTE | City |
| State | NC | State |
| ZIP Code | 28246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 570647976 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROLLING GREEN VILLAGE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ROLL | NameControl |
| Phone | 8649879800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HOKE SMITH BLVD | AddressLine1 |
| City | GREENVILLE | City |
| State | SC | State |
| ZIP Code | 29615 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LYNNE LENTZ | Name |
| Title | DIRECTOR OF FINANCIAL SERVICES | Title |
| Phone | 8649879800 | Phone |
| Date Signed | 2012-10-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY W JOHNS | Name |
| PTIN | P00535091 | PTIN |
| Phone | 7049985200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ERIC DUDASKO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HOKE SMITH BLVD | AddressLine1 |
| City | GREENVILLE | City |
| State | SC | State |
| ZIP Code | 29615 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 12043281 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.ROLLINGGREENVILLAGE.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1977 | YearFormation |
| State Legal Domicile | SC | StateLegalDomicile |
| Activity Or Mission Description | TO OPERATE A RESIDENTIAL RETIREMENT COMMUNITY IN A SECURE, CARING ENVIRONMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 287 | TotalNbrEmployees |
| Total Nbr Volunteers | 65 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 17890 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 14950 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 11656452 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12069609 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 68620 | InvestmentIncomePriorYear |
| Investment Income Current Year | 30498 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1870248 | OtherRevenuePriorYear |
| Other Revenue Current Year | -71776 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9872714 | TotalRevenuePriorYear |
| Total Revenue Current Year | 12043281 | 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 | 5483766 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5204944 | 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 | 5314701 | OtherExpensePriorYear |
| Other Expenses Current Year | 5559763 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10798467 | TotalExpensesPriorYear |
| Total Expenses Current Year | 10764707 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -925753 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1278574 | RevenuesLessExpensesCY |
| Total Assets BOY | 15505670 | TotalAssetsBOY |
| Total Assets EOY | 17157558 | TotalAssetsEOY |
| Total Liabilities BOY | 12638619 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13089499 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2867051 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 4068059 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE MISSION OF ROLLING GREEN VILLAGE IS TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY IN A SECURE, CARING ENVIRONMENT TO PROMOTE THE HEALTH, WELLNESS, AND INDEPENDENCE OF THE COMMUNITY'S RESIDENTS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7861701 | Expense |
| Revenue | 12069609 | Revenue |
| Description | THE LICENSED AREAS INCLUDE 24 HOUR CARE INCLUDING ASSISTANCE WITH BATHING, DRESSING, MEDICATION ADMINISTRATION, THREE WELL BALANCED MEALS EACH DAY WITH ACCOMODATIONS FOR SPECIAL DIETS WHEN PRESCRIBED BY A PHYSICIAN, WEEKLY HOUSEKEEPING WITH DAILY TIDYING OF APARTMENT FLAT, LAUNDRY AND PERSONAL LAUNDRY SERVICES, EMERGENCY CALL SYSTEM TO LICENSED NURSE AVAILABLE 24-HOURS, A DAY FULL ACTIVITIES PROGRAM, UTILITIES INCLUDING ELECTRICITY, GAS, WATER, SEWER, AND BASIC CABLE TELEVISION. MANY OTHER SERVICES ARE ALSO AVAILABLE AT AN ADDITIONAL CHARGE SUCH AS BEAUTY AND BARBER, ESCORTS TO PHYSICIAN APPOINTMENTS, PERSONAL AND MEDICAL SUPPLIES, AND GUEST MEALS. ROLLING GREEN VILLAGE'S ("RGV") ANNUAL SERVICE AGENDA COVERS CUSTOMER SERVICES, RESIDENT RIGHTS, SAFETY, HIPAA, INFECTION CONTROL, ABUSE REPORTING, SEXUAL HARASSMENT TRAINING, EMPLOYEE HANDBOOK AND BENEFITS. IN ADDITION, THE EMPLOYEE HANDBOOK OUTLINES AND DETAILS RGV'S BUSINESS PRACTICES, POLICIES AND PROCEDURES EACH DEPARTMENT ALSO HAS A QUALITY ASSURANCE MANUAL THAT THE DEPARTMENT HEADS MUST REVIEW AND APPROVE ANNUALLY. THE COMMUNITY OPERATES UNDER THE SUPERVISION OF THE SOUTH CAROLINA DEPARTMENT OF CONSUMER AFFAIRS AND THE DEPARTMENT OF HEALTH AND ENVIRONMENTAL CONTROL. THE EXECUTIVE DIRECTOR ASSURES ALL STATE RULES AND REGULATIONS ARE FOLLOWED. THE COMMUNITY FILES AN ANNUAL STATEMENT WITH THE DEPARTMENT OF CONSUMER AFFAIRS. | Description |
| Total Program Service Expense | 7861701 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 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 |
| 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 | 44 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 287 | 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | SC | 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 | LYNNE LENTZ | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8649879800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HOKE SMITH BLVD | AddressLine1 |
| City | GREENVILLE | City |
| State | SC | State |
| ZIP Code | 29615 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| MARTIN ATKINS | ||||||
| SECRETARY | 5.00 | X | X | 0 | 0 | 0 |
| ROBBY DAVIS | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| DUKE MCCALL | ||||||
| TRUSTEE | 5.00 | X | 0 | 0 | 0 | |
| DAVID MURRAY | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| DANIEL PAGE | ||||||
| CHAIRMAN LIAISON COMM. | 5.00 | X | X | 0 | 0 | 0 |
| SYLVIA FRAZIER | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| JERRY WELMAKER | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| ROY CHAMLEE III | ||||||
| GOVERNANCE COMMITTEE | 5.00 | X | X | 0 | 0 | 0 |
| RONNIE COLSON | ||||||
| CHAIRMAN FINANCE COMMITTEE | 5.00 | X | X | 0 | 0 | 0 |
| ERICKA SPLAWN | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| RICHARD SMITH | ||||||
| VICE CHAIR BOARD DIRECTORS | 5.00 | X | X | 0 | 0 | 0 |
| DAVID HILL | ||||||
| CHAIRMAN OF THE BOARD | 5.00 | X | X | 0 | 0 | 0 |
| ERIC DUDASKO | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 177105 | 0 | 0 | |
| HOPE HICKMAN | ||||||
| ADMINISTRATOR | 40.00 | X | 53542 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 230647 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 1 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LIFE CARE SERVICES LLC | |||||
| 400 LOCUST STREET SUITE 820 | DES MOINES | IA | 50309 | MANAGEMENT FEES | 777828 |
| SYSCO FOOD SERVICES | |||||
| 131 SYSCO CT | COLUMBIA | SC | 29209 | FOOD | 630811 |
| COMPANION HEALTHCARE | |||||
| 4101 PERCIVAL RD | COLUMBIA | SC | 29229 | EE HEALTH INSURANCE | 541715 |
| HERITAGE HC | |||||
| 536 OLD HOWELL ROAD | GREENVILLE | SC | 29616 | THERAPY SERVICES | 392476 |
| AJ GALLAGHER RISK MGMT SVCS RM | |||||
| 15 S MAIN ST SUITE 900 | GREENVILLE | SC | 29601 | PROFESSIONAL INSURANCE | 368958 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 14950 | AllOtherContributions |
| Total Contributions | 14950 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| FACILITY FEES | 623000 | 6392515 | 6392515 |
| RESIDENT FEES | 623000 | 3125659 | 3125659 |
| HOME FEES | 623000 | 1019090 | 1019090 |
| ENTRANCE FEES | 623000 | 945960 | 945960 |
| PATIENT MEMBERSHIP FEE | 623000 | 182750 | 182750 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 403635 | TotalRevenueColumn |
| Related Or Exempt Function Income | 403635 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12069609 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 21115 | TotalRevenueColumn |
| Exclusion | $21,115 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9383 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 0 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9383 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9383 | TotalRevenueColumn |
| Exclusion | $9,383 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | LOSS ON EXTINGUISHMENT | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | -71776 | TotalRevenueColumn |
| Exclusion | -$71,776 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | -71776 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 12043281 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12069609 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$41,278 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 514259 | Total |
| Program Services | 285339 | ProgramServices |
| Management And General | 228920 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3844720 | Total |
| Program Services | 2916644 | ProgramServices |
| Management And General | 928076 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 28760 | Total |
| Program Services | 18996 | ProgramServices |
| Management And General | 9764 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 463000 | Total |
| Program Services | 300615 | ProgramServices |
| Management And General | 162385 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 354205 | Total |
| Program Services | 259184 | ProgramServices |
| Management And General | 95021 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 619110 | Total |
| Program Services | 216430 | ProgramServices |
| Management And General | 402680 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45728 | Total |
| Management And General | 45728 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33134 | Total |
| Management And General | 33134 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 688080 | Total |
| Program Services | 603112 | ProgramServices |
| Management And General | 84968 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300435 | Total |
| Program Services | 300435 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323758 | Total |
| Program Services | 15684 | ProgramServices |
| Management And General | 308074 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39971 | Total |
| Program Services | 39971 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7674 | Total |
| Program Services | 1728 | ProgramServices |
| Management And General | 5946 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 787388 | Total |
| Program Services | 400725 | ProgramServices |
| Management And General | 386663 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103011 | Total |
| Program Services | 87675 | ProgramServices |
| Management And General | 15336 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17571 | Total |
| Program Services | 9361 | ProgramServices |
| Management And General | 8210 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 991424 | Total |
| Program Services | 991424 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 306522 | Total |
| Program Services | 143369 | ProgramServices |
| Management And General | 163153 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD SUPPLIES | 677896 | 677896 | |
| MAINTENANCE & REPAIR | 432984 | 408036 | 24948 |
| MEDICAL SUPPLIES | 185077 | 185077 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10764707 | Total |
| Program Services | 7861701 | ProgramServices |
| Management And General | 2903006 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2206288 | BOY |
| EOY | 4264455 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1041476 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 635452 | BOY |
| EOY | 930572 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34712 | BOY |
| EOY | 29117 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 275390 | BOY |
| EOY | 559601 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 27588974 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 16359752 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10553802 | BOY |
| EOY | 11229222 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152952 | BOY |
| EOY | 144591 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 605598 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15505670 | BOY |
| EOY | 17157558 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 754729 | BOY |
| EOY | 1037444 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5171096 | BOY |
| EOY | 4818091 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6000000 | BOY |
| EOY | 5963918 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 712794 | BOY |
| EOY | 1270046 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12638619 | BOY |
| EOY | 13089499 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2825594 | BOY |
| EOY | 4024990 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41457 | BOY |
| EOY | 43069 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2867051 | BOY |
| EOY | 4068059 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15505670 | BOY |
| EOY | 17157558 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1278574 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -77566 | 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 |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 14061 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 94574 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7431 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17890 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14950 | CurrentTaxYear |
| Total | 148906 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10157761 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10420356 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11168980 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11656452 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12069609 | CurrentTaxYear |
| Total | 55473158 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10171822 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10514930 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11176411 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11674342 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12084559 | CurrentTaxYear |
| Total | 55622064 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 3045 | CurrentTaxYearMinus3Years |
| Total | 3045 | 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 Minus3 Years | 3045 | CurrentTaxYearMinus3Years |
| Total | 3045 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 55619019 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 159960 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 107500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 93531 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 68620 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21115 | CurrentTaxYear |
| Total | 450726 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 159960 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 107500 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 93531 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 68620 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21115 | CurrentTaxYear |
| Total | 450726 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | -71776 | CurrentTaxYear |
| Total | -71776 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 10331782 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10622430 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11269942 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11742962 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12033898 | CurrentTaxYear |
| Total | 56001014 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99320 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98510 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00800 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00980 | 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 312742 | BeginningOfYearBalance |
| Contributions | 346576 | Contributions |
| Investment Earnings Or Losses | 1326 | InvestmentEarningsOrLosses |
| End Of Year Balance | 660644 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 280617 | BeginningOfYearBalance |
| Contributions | 11692 | Contributions |
| Investment Earnings Or Losses | 20433 | InvestmentEarningsOrLosses |
| End Of Year Balance | 312742 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 258202 | BeginningOfYearBalance |
| Contributions | 1445 | Contributions |
| Investment Earnings Or Losses | 20970 | InvestmentEarningsOrLosses |
| End Of Year Balance | 280617 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 258202 | BeginningOfYearBalance |
| End Of Year Balance | 258202 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 846417 | OtherCostOrOtherBasis |
| Book Value | 846417 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23475758 | OtherCostOrOtherBasis |
| Depreciation | 14882357 | Depreciation |
| Book Value | 8593401 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2329581 | OtherCostOrOtherBasis |
| Depreciation | 1339487 | Depreciation |
| Book Value | 990094 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 937218 | OtherCostOrOtherBasis |
| Depreciation | 137908 | Depreciation |
| Book Value | 799310 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11229222 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PROSPECTIVE RESIDENT DEPOSITS | $8,000 |
| INTEREST RATE SWAP INSTRUMENTS | $752,654 |
| CAPITAL LEASE OBLIGATIONS | $509,392 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1270046 | TotalOfAmounts |
| Total Revenue | 12043281 | TotalRevenue |
| Total Expenses | 10764707 | TotalExpenses |
| Excess Or Deficit For Year | 1278574 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -77566 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -77566 | TotalAdjustments |
| Excess Or Deficit Per FS | 1201008 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 11964103 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -77566 | NetUnrealizedGainsInvestments |
| Other Revenues | 10101 | OtherRevenues |
| Revenue Not Rptd F990 | -67465 | RevenueNotRptdF990 |
| Revenue Subtotal | 12031568 | RevenueSubtotal |
| Other Revenues Not Included | 11713 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 11713 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 12043281 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 10764707 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 10764707 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 10764707 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | BOARD DESIGNATED NET ASSETS |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS EXEMPT FROM INCOME TAXES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THE STATUS BE CHALLENGED IN THE FUTURE, THE 2008, 2009, AND 2010 TAX YEARS ARE OPEN FOR EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE ORGANIZATION ADOPTED GUIDANCE IN THE INCOME TAX STANDARD REGARDING RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE IMPLEMENTATION HAS HAD NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | NET ASSETS RELEASED FROM RESTRICTION 10,101. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RESTRICTED CONTRIBUTIONS 11,713. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| 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 | ERIC DUDASKO | NamePerson |
| Base Compensation Filing Org | 138414 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 14521 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 24170 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 177105 | 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 | LIFE CARE SERVICES ("LCS") MANAGES RGV. LCS IS A RECOGNIZED LEADER IN THE DEVELOPMENT AND MANAGEMENT OF CONTINUING CARE RETIREMENT COMMUNITIES WITH OVER 40 YEARS OF EXPERIENCE. THE EXECUTIVE DIRECTOR AND THE ADMINISTRATOR OF RGV ARE EMPLOYEES OF LIFE CARE SERVICES. THE REGIONAL ACCOUNTING DIRECTOR FOR LCS OVERSEES AND REVIEWS FINANCIAL STATEMENTS AND QUARTERLY RECONCILIATIONS. LCS ALSO PROVIDES SUPPORT SERVICES AND ALL FINANCIAL SOFTWARES USED. | |
| FORM 990, PART VI, SECTION B, LINE 11 | BEFORE FILING, THE FORM 990 WAS MADE AVAILABLE TO THE GOVERNING BODY AND REVIEWED DURING THE OCTOBER BOARD MEETING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ROLLING GREEN VILLAGE HAS A CONFLICT OF INTEREST POLICY THAT THE BOARD OF TRUSTEES SIGN ANNUALLY. ROLLING GREEN VILLAGE ALSO CONDUCTS OIG CHECKS ON ALL VENDORS FOR MEDICARE FRAUD. THE ORGANIZATION HAS A POLICY THAT IS REVIEWED AT NEW EMPLOYEE ORIENTATION AND ON AN ANNUAL BASIS THAT STATES THAT EMPLOYEES ARE NOT PERMITTED TO WORK PRIVATELY FOR ANY RESIDENTS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | LIFE CARE SERVICES DETERMINES SALARIES AND BENEFITS FOR KEY OFFICERS BASED ON COMPARABLE WAGE AND SALARY SURVEYS. THESE SALARIES AND PERFORMANCE REQUIREMENTS ARE SHARED WITH THE TRUSTEES VIA THE ANNUAL BUDGETING PROCESS, AS WELL AS THE MANAGEMENT CONTRACT WITH LIFE CARE SERVICES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE IN DIFFERENT WAYS. SOME OF THESE DOCUMENTS ARE AVAILABLE IN THE ROLLING GREEN VILLAGE LIBRARY AND OTHERS ARE AVAILABLE UPON REQUEST. ANNUAL AUDITED FIANCIAL STATEMENTS ARE PLACED IN THE RESIDENT LIBRARY EVERY YEAR AS THEY BECOME AVAILABLE FROM THE AUDIT FIRM. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -77,566. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE BOARD HAS ESTABLISHED A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE COMMITTEE HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |