BROADWAY SERVICES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BROADWAY SERVICES INC (EIN 73-1665555)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-24
- IRS object ID
- 201242989349300804
- 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 | 2012-10-24T15:26:09-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721088864 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LAPORTE APAC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 VETERANS MEMORIAL BLVD SUITE 60 | AddressLine1 |
| City | METAIRIE | City |
| State | LA | State |
| ZIP Code | 700054958 | 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 | 731665555 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROADWAY SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BROA | NameControl |
| Phone | 5048651960 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BROADWAY | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70118 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT CRABTREE | Name |
| Title | OFFICER | Title |
| Phone | 5048651960 | Phone |
| Date Signed | 2012-10-24 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | AMY E WALTERS CPA CCIFP | Name |
| PTIN | P01078383 | PTIN |
| Phone | 5048355522 | 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 | SCOTT CRABTREE | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BROADWAY | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70118 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8550323 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2003 | YearFormation |
| State Legal Domicile | LA | StateLegalDomicile |
| Activity Or Mission Description | TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY FOR THE AGED IN NEW ORLEANS, LOUISIANA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 285 | TotalNbrEmployees |
| Total Nbr Volunteers | 15 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 203847 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 222919 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6252560 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8315290 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -3191 | InvestmentIncomePriorYear |
| Investment Income Current Year | -981 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 10881 | OtherRevenuePriorYear |
| Other Revenue Current Year | 10539 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 6464097 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8547767 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1700 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4198495 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5841829 | 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 | 2407369 | OtherExpensePriorYear |
| Other Expenses Current Year | 2381340 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6605864 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8224869 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -141767 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 322898 | RevenuesLessExpensesCY |
| Total Assets BOY | 1617388 | TotalAssetsBOY |
| Total Assets EOY | 2044876 | TotalAssetsEOY |
| Total Liabilities BOY | 273989 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 378577 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1343399 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1666299 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY FOR THE AGED IN NEW ORLEANS, LOUISIANA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 8173611 | Expense |
| Grants | 1700 | Grants |
| Revenue | 8321683 | Revenue |
| Description | MANAGES A RETIREMENT FACILITY WHICH PROVIDES HOUSING COMPRISED OF INDEPENDENT LIVING, ASSISTED LIVING, AND NURSING FACILITY UNITS, AND RELATED SERVICES TO OVER 200 RESIDENTS INCLUDING INFORMATION PROGRAMS FOR THE ELDERLY. | Description |
| Total Program Service Expense | 8173611 | 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 | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 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 | 23 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 285 | 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 | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | 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 | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | 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 | LA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LYNN SWETLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5048651960 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 BROADWAY | AddressLine1 |
| City | NEW ORLEANS | City |
| State | LA | State |
| ZIP Code | 70118 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (4 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SCOTT CRABTREE | ||||||
| BOARD MEMBER | 40.00 | X | X | 227068 | 0 | 15838 |
| LYNN SWETLAND | ||||||
| BOARD MEMBER | 40.00 | X | X | 99266 | 0 | 13045 |
| PAULA REYNOLDS | ||||||
| BOARD MEMBER | 40.00 | X | X | 45775 | 0 | 6652 |
| JANICE J HALES | ||||||
| BOARD MEMBER | 40.00 | X | X | 76994 | 0 | 3064 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 449103 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 38599 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (3 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| US FOODS | |||||
| PO BOX 846079 | DALLAS | TX | 75284 | FOOD SERVICES | 324498 |
| SUPERIOR HOSPITALITY SERVICES | |||||
| PO BOX 6981 | METAIRIE | LA | 70009 | CONTRACT SERVICES | 216885 |
| SYSCO | |||||
| PO BOX 10950 | JEFFERSON | LA | 70181 | FOOD SERVICES | 100412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 3 | NumberOfContractorsGT100K |
| Related Organizations | 156540 | RelatedOrganizations |
| All Other Contributions | 66379 | AllOtherContributions |
| Total Contributions | 222919 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MANAGEMENT FEE REVENUE | 900099 | 4322190 | 4322190 |
| RESIDENT SERVICE FEES | 900099 | 3983212 | 3983212 |
| MEALS REVENUE | 900099 | 9888 | 9888 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8315290 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1575 | TotalRevenueColumn |
| Exclusion | $1,575 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1590 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1590 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1590 | TotalRevenueColumn |
| Exclusion | $1,590 | ExclusionAmount |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 2556 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -2556 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2556 | TotalRevenueColumn |
| Related Or Exempt Function Income | -2556 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 8949 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8949 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 8949 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8547767 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8321683 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,165 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1700 | Total |
| Program Services | 1700 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 487702 | Total |
| Program Services | 487702 | ProgramServices |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4444037 | Total |
| Program Services | 4444037 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628808 | Total |
| Program Services | 628808 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 281282 | Total |
| Program Services | 281282 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29809 | Total |
| Management And General | 29809 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21449 | Total |
| Management And General | 21449 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 371254 | Total |
| Program Services | 371254 | ProgramServices |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54380 | Total |
| Program Services | 54380 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 846069 | Total |
| Program Services | 846069 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 589193 | Total |
| Program Services | 589193 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 193920 | Total |
| Program Services | 193920 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143905 | Total |
| Program Services | 143905 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| RESIDENT ACTIVITIES | 28816 | 28816 |
| RECRUITING/TRAINING | 24668 | 24668 |
| COMMUNITY OUTREACH | 14976 | 14976 |
| PAYROLL PROCESSING | 11926 | 11926 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50975 | Total |
| Program Services | 50975 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8224869 | Total |
| Program Services | 8173611 | ProgramServices |
| Management And General | 51258 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3969 | BOY |
| EOY | 5922 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 655949 | BOY |
| EOY | 763524 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84137 | BOY |
| EOY | 511804 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1257 | BOY |
| EOY | 7987 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21074 | BOY |
| EOY | 23760 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 104526 | BOY |
| EOY | 50543 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2462438 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1781102 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 746476 | BOY |
| EOY | 681336 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1617388 | BOY |
| EOY | 2044876 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 199989 | BOY |
| EOY | 294577 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74000 | BOY |
| EOY | 84000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 273989 | BOY |
| EOY | 378577 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1279946 | BOY |
| EOY | 1279946 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63453 | BOY |
| EOY | 386353 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1343399 | BOY |
| EOY | 1666299 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1617388 | BOY |
| EOY | 2044876 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 322898 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2 | 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 Consolidated | X | FinancialStatementConsolidated |
| 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 | 165758 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 101087 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 67974 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 203847 | CurrentTaxYearMinus1Year |
| Current Tax Year | 222919 | CurrentTaxYear |
| Total | 761585 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6264097 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6613395 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6770383 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6252560 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8315290 | CurrentTaxYear |
| Total | 34215725 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6429855 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6714482 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6838357 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6456407 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8538209 | CurrentTaxYear |
| Total | 34977310 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2890055 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3062554 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3180794 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2570662 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4322190 | CurrentTaxYear |
| Total | 16026255 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2890055 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3062554 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3180794 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2570662 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4322190 | CurrentTaxYear |
| Total | 16026255 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 18951055 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20637 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9668 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1275 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8642 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3165 | CurrentTaxYear |
| Total | 43387 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 20637 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9668 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1275 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8642 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3165 | CurrentTaxYear |
| Total | 43387 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 166218 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 146290 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5500 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8949 | CurrentTaxYear |
| Total | 330457 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6453992 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6890368 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6985922 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6470549 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8550323 | CurrentTaxYear |
| Total | 35351154 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.53610 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.54740 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00120 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00180 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE REIMBURSEMENT OF COSTS | GeneralExplanation |
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
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2462438 | OtherCostOrOtherBasis |
| Depreciation | 1781102 | Depreciation |
| Book Value | 681336 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 681336 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS ON OCCUPIED UNITS | Description |
| Amount | $84,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 84000 | TotalOfAmounts |
| Total Revenue | 8547767 | TotalRevenue |
| Total Expenses | 8224869 | TotalExpenses |
| Excess Or Deficit For Year | 322898 | ExcessOrDeficitForYear |
| Other | $2 | OtherAmount |
| Total Adjustments | 2 | TotalAdjustments |
| Excess Or Deficit Per FS | 322900 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8547769 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | 2 | OtherRevenues |
| Revenue Not Rptd F990 | 2 | RevenueNotRptdF990 |
| Revenue Subtotal | 8547767 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8547767 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 8224869 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 8224869 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8224869 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | IN 2009, THE COMPANY ADOPTED THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE FASB ASC. THE COMPANY RECOGNIZES A THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE INTERPRETATION ALSO PROVIDES GUIDANCE ON RECOGNITION, DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT DECEMBER 31, 2011 AND 2010, THE COMPANY HAD NO UNCERTAIN TAX POSITIONS. THE COMPANY'S TAX FILINGS ARE SUBJECTED TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE COMPANY'S OPEN AUDIT PERIODS ARE 2008 THROUGH 2010. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | ROUNDING ADJUSTMENT 2. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ROUNDING ADJUSTMENT 2. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | X | Form990OfOtherOrganizations |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | SCOTT CRABTREE | NamePerson |
| Base Compensation Filing Org | 202069 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 24999 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 5487 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 10351 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 242906 | 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 (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | LAMBETH HOUSE, INC., A NON-FOR-PROFIT ORGANIZATION, IS THE SOLE MEMBER OF BROADWAY SERVICES, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | IN ACCORDANCE WITH THE ORGANIZATION'S BYLAWS, THE MEMBERS APPOINT THE DIRECTORS AT THE ANNUAL MEETING. LAMBETH HOUSE, INC. BY VIRTUE OF ITS SOLE MEMBERSHIP STATUS, APPOINTS THE BOARD OF DIRECTORS FOR BROADWAY SERVICES, INC. | |
| FORM 990, PART VI, SECTION B, LINE 11 | AFTER THE COMPLETED 990 IS RECEIVED BY THE ORGANIZATION, IT IS REVIEWED BY THE ENTIRE BOARD INDEPENDENT OF MANAGEMENT. ANY QUESTIONS OR COMMENTS ARE THEN DIRECTED TO THE PRESIDENT OF THE BOARD. UPON APPROVAL, THE FORM 990 IS RELEASED FOR SUBMISSION TO THE INTERNAL REVENUE SERVICE. | |
| FORM 990, PART VI, SECTION B, LINE 12C | A DISCLOSURE STATEMENT IS SUBMITTED ANNUALLY BY ALL EXECUTIVE LEVEL EMPLOYEES AND ALL MEMBERS OF THE BOARD OF TRUSTEES TO DISCLOSE ANY SITUATIONS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. THE BOARD OF TRUSTEES SHALL TAKE SUCH ACTIONS AS MAY BE REASONABLY NECESSARY TO PROTECT THE BEST INTERESTS OF THE ORGANIZATION. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION ESTABLISHES COMPENSATION USING THE FOLLOWING: COMPARABLE DATA FROM OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, AND A COMPENSATION COMMITTEE. EXECUTIVE COMPENSATION IS REVIEWED BY THE EXECUTIVE COMMITTEE OF LAMBETH HOUSE, INC AND APPROVED BY THE BOARD. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | ROUNDING ADJUSTMENT 2. TOTAL TO FORM 990, PART XI, LINE 5: 2. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PAGE 12, QUESTION 2C | THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. | |
| FORM 990, PART 1, LINE 4 | LAMBETH HOUSE, INC., A NON-FOR-PROFIT ORGANIZATION, IS THE SOLE MEMBER OF BROADWAY SERVICES, INC. LAMBETH HOUSE, INC. BY VIRTUE OF ITS MEMBERSHIP STATUS, APPOINTED THE BOARD OF DIRECTORS FOR BROADWAY SERVICES, INC., NONE OF WHO SERVE ON THE BOARD FOR LAMBETH HOUSE, INC. THE APPOINTED BOARD MEMBERS ARE EMPLOYEES OF BROADWAY SERVICES, INC., AND ARE, THEREFORE, NOT INDEPENDENT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| EPISCOPAL HOUSING FOR SENIORS INC | ||||||||||
| 150 BROADWAY STREET | NEW ORLEANS | LA | 70118 | 721140753 | TO SUPPORT A CONTINUING CARE RETIREMENT COMMUNITY | LA | 501(C)(3) | LINE 11B, II | N/A | 0 |
| LAMBETH HOUSE FOUNDATION | ||||||||||
| 150 BROADWAY STREET | NEW ORLEANS | LA | 70118 | 721498005 | TO SUPPORT OR BENEFIT LAMBETH HOUSE, INC. | LA | 501(C)(3) | LINE 11B, II | N/A | 0 |
| LAMBETH HOUSE INC | ||||||||||
| 150 BROADWAY STREET | NEW ORLEANS | LA | 70118 | 721267672 | TO OWN A CONTINUING CARE RETIREMENT COMMUNITY | LA | 501(C)(3) | LINE 9 | N/A | 0 |
| ST ANNA'S ASYLUM FOR THE RELIEF OF DESTITUTE FEMALES AND HELPLESS CHILDREN | ||||||||||
| 1823 PRYTANIA STREET | NEW ORLEANS | LA | 70130 | 720408969 | TO OPERATE A NURSING HOME | LA | 501(C)(3) | LINE 11B, II | 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 | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | 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 | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | 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 |