THE EVERGREENS: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE EVERGREENS (EIN 21-0634485)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-11
- IRS object ID
- 201102239349300410
- Schema version
- 2010v3.4
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-08-11T07:33:42-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210634485 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE EVERGREENS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | THEE | NameControl |
| Phone | 8564392030 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 BRIDGEBORO ROAD | AddressLine1 |
| City | MOORESTOWN | City |
| State | NJ | State |
| ZIP Code | 08057 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | REV DOUGLAS C HALVORSEN | Name |
| Title | PRESIDENT & CEO | Title |
| Phone | 8564392030 | Phone |
| Date Signed | 2011-08-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS GREEN CPA | Name |
| Phone | 2159720701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | REV DOUGLAS C HALVORSEN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 BRIDGEBORO ROAD | AddressLine1 |
| City | MOORESTOWN | City |
| State | NJ | State |
| ZIP Code | 08057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 70981775 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.EVERGREENS.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1919 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | IN THE SPIRIT OF ITS EPISCOPAL TRADITION, IT IS THE EVERGREENS' MISSION TO ENHANCE THE INDIVIDUAL, SOCIAL, EMOTIONAL, SPIRITUAL AND PHYSICAL WELL-BEING OF ITS DIVERSE COMMUNITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 337 | TotalNbrEmployees |
| Total Nbr Volunteers | 93 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 649596 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 695433 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 19109654 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 20443654 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2507789 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1790739 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -3540 | OtherRevenuePriorYear |
| Other Revenue Current Year | -2730 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 22263499 | TotalRevenuePriorYear |
| Total Revenue Current Year | 22927096 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 8000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 10260 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 9240963 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9441636 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 63664 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11091462 | OtherExpensePriorYear |
| Other Expenses Current Year | 11364051 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 20340425 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20815947 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1923074 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2111149 | RevenuesLessExpensesCY |
| Total Assets BOY | 97970419 | TotalAssetsBOY |
| Total Assets EOY | 102717979 | TotalAssetsEOY |
| Total Liabilities BOY | 79511537 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 81615589 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 18458882 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 21102390 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | IN THE SPIRIT OF ITS EPISCOPAL TRADITION, IT IS THE EVERGREENS' MISSION TO ENHANCE THE INDIVIDUAL, SOCIAL, EMOTIONAL, SPIRITUAL AND PHYSICAL WELL-BEING OF ITS DIVERSE COMMUNITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 18267390 | Expense |
| Grants | 10260 | Grants |
| Revenue | 20443654 | Revenue |
| Description | EXPENSES INCURRED IN PROVIDING A FULL CONTINUUM OF SERVICES TO ELDERLY INDIVIDUALS INCLUDING BUT NOT LIMITED TO RESIDENCE, DIETARY, INTELLECTUAL STIMULATION AND ACTIVITY, AND HEALTH CARE. ORGANIZATION'S COMMUNITY BENEFIT STATEMENT - IN 1919, THE EVERGREENS WAS FOUNDED IN BOUND BROOK, NJ AS A NONPROFIT RETIREMENT HOME THROUGH A GENEROUS GIFT TO THE EPISCOPAL DIOCESE OF NEW JERSEY BY THE HENRY LAMONTE FAMILY: A HOME ON A FIVE-ACRE SITE THAT ACCOMMODATED 15 RESIDENTS. WHEN THE EVERGREENS MOVED TO MOORESTOWN IN 1949, IT EXPANDED SERVICES TO INCLUDE LONG-TERM NURSING CARE. THE NEW FACILITY CONSISTING OF 32 ACRES AND A LARGE HOME - NOW KNOW AS MATTHEWS HALL - IS STILL AT THE CENTER OF ITS CAMPUS. THIS HOME WAS BUILT IN THE 1920'S FOR THE JOHNSON FAMILY, FOUNDERS OF THE VICTOR TALKING MACHINE COMPANY, THE PREDECESSOR OF RCA. THE NEW FACILITY PROVIDED ROOMS FOR 20 RESIDENTS AND AN 8-BED INFIRMARY.THROUGH THE YEARS BUILDINGS HAVE BEEN ADDED, UPGRADED AND EXPANDED TO THEIR PRESENT STATUS. IN 1990, THE EVERGREENS BECAME AN INDEPENDENT ENTITY; HOWEVER IT CONTINUED TO MAINTAIN A CHAPEL AFFILIATED WITH THE EPISCOPAL DIOCESE OF NEW JERSEY. IN THE SAME YEAR, ITS TRADITION OF CARING MOVED TO YET ANOTHER LOGICAL LEVEL OF GROWTH, OFFERING ACTIVE OLDER ADULTS AN INDEPENDENT LIFESTYLE THROUGH THE CONSTRUCTION OF 200 INDEPENDENT LIVING UNITS (ILUS) AND BECAME A CONTINUING CARE RETIREMENT COMMUNITY (CCRC). WITH THREE LIFESTYLE CHOICES WITHIN ONE COMMUNITY-INDEPENDENT LIVING, RESIDENTIAL HEALTH CARE AND SKILLED NURSING CARE - RESIDENTS ARE SECURE IN THE KNOWLEDGE THAT THEY WILL RECEIVE THE HIGHEST LEVEL OF QUALITY HEALTH CARE, REGARDLESS OF THEIR CHANGING NEEDS. THE HALLMARK OF THE EVERGREENS HAS BEEN AND ALWAYS WILL BE TO PROVIDE QUALITY SERVICE TO ITS RESIDENTS IN SUCH A WAY THAT THEY WILL ENJOY THEIR LIFESTYLE WITH DIGNITY AND RESPECT IN A GRACIOUS ENVIRONMENT.AMONG OTHER AWARDS AND RECOGNITION, THE EVERGREENS HAS BEEN RECOGNIZED THREE TIMES BY CONSUMER REPORTS IN ITS NURSING HOME MONITOR LIST AND THE NEW JERSEY DEPARTMENT OF HEALTH HAS SALUTED THE EVERGREENS FOR ITS QUALITY OF CARE. THE EVERGREENS WAS REACCREDITED IN 2007 BY THE CARF-CCRC, A DISTINCTION HELD BY A LIMITED NUMBER OF THE NATION'S CCRCS.IN 2007 THROUGH 2010, THE PHILADELPHIA BUSINESS JOURNAL NAMED THE EVERGREENS ONE OF THE BEST PLACES TO WORK.THE FEDERAL GOVERNMENT'S CENTER OF MEDICARE & MEDICAID SERVICES RELATED A NATIONAL RATING SYSTEM IN DECEMBER 2008 THAT ASSIGNED A ONE TO FIVE STAR RATING TO SKILLED NURSING AREAS IN CONTINUING CARE RETIREMENT COMMUNITIES, AS WELL AS FREE-STANDING NURSING AND ASSISTED CARE HOMES NATIONWIDE FOR THEIR QUALITY, STAFFING AND HEALTH INSPECTIONS. THE EVERGREENS RECEIVED THE HIGHEST POSSIBLE OVERALL RATING OF FIVE STARS AMONGST CARE CENTERS IN ITS LOCAL AREA IN 2009, 2010 AND 2011. | Description |
| Total Program Service Expense | 18267390 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | 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 | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | 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 | 65 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 337 | 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 | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 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 | NJ | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GERALD I MAGID CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8564392030 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 309 BRIDGEBORO ROAD | AddressLine1 |
| City | MOORESTOWN | City |
| State | NJ | State |
| ZIP Code | 08057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| WILLIAM H STONE JR | ||||||
| CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 |
| ROBERT W HOEY | ||||||
| VICE CHAIRMAN | 3.00 | X | X | 0 | 0 | 0 |
| ROBERT Y GARRETT III | ||||||
| SECRETARY/TREASURER | 3.00 | X | X | 0 | 0 | 0 |
| SHARON J BISHOP CPAABVCFF | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| RT REV GEORGE E COUNCELL | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| PETER A GOLD ESQ | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| SEAN M HIGGINS SR | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| ELIZABETH G LITTEN ESQ | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| GERALD S LORD | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| RICHARD P MEEHAN | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| JOHN S PHILLIPS | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| FREDERICK J ROHLOFF ESQ | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| GEORGE D SOWA | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| HERBERT D THOMAS | ||||||
| TRUSTEE | 3.00 | X | 0 | 0 | 0 | |
| REV DOUGLAS C HALVORSEN | ||||||
| PRESIDENT & CEO | 40.00 | X | X | 272827 | 0 | 75409 |
| GERALD I MAGID | ||||||
| CFO | 40.00 | X | 155480 | 0 | 25291 | |
| DAKIA MCMILLIAN | ||||||
| DIRECTOR OF HEALTH SVCS | 40.00 | X | 114167 | 0 | 21837 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 542474 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 122537 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WOHLSEN CONSTRUCTION COMPANY | |||||
| PO BOX 4612 | LANCASTER | PA | 17604 | CONSTRUCTION | 6618326 |
| MORRISON MANAGEMENT SPECIALIST | |||||
| 1730 WALTON STREET | BLUE BELL | PA | 19422 | FOOD MANAGEMENT | 1428194 |
| EVENTUS STRATEGIC PARTNERS | |||||
| 1600 MARKET STREET SUITE 1702 | PHILADELPHIA | PA | 19103 | CONSULTING | 569466 |
| KANALSTEIN DANTON ASSOCIATES | |||||
| 1 ECHELON PLAZA 227 LAUREL RD SUI | VOORHEES | NJ | 08043 | ARCHITECTURE | 354689 |
| THERAPY CHOICE | |||||
| 2716 ORTHODOX STREET | PHILADELPHIA | PA | 19137 | THERAPY | 265123 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 14 | NumberOfContractorsGT100K |
| Federated Campaigns | 634 | FederatedCampaigns |
| Fundraising Events | 12990 | FundraisingEvents |
| All Other Contributions | 681809 | AllOtherContributions |
| Total Contributions | 695433 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| NET RESIDENT SERVICE R | 623000 | 15489537 | 15489537 |
| AMORTIZATION OF ENTRAN | 623000 | 3656122 | 3656122 |
| ANCILLARY SERVICES | 623000 | 1297995 | 1297995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 20443654 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1266762 | TotalRevenueColumn |
| Exclusion | $1,266,762 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 48575926 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 48027393 | Securities |
| Other | 24556 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 548533 | Securities |
| Other | -24556 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 523977 | TotalRevenueColumn |
| Exclusion | $523,977 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 12990 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 2730 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2730 | TotalRevenueColumn |
| Exclusion | -$2,730 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 22927096 | TotalRevenueColumn |
| Related Or Exempt Function Income | 20443654 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,788,009 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10260 | Total |
| Program Services | 10260 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 665011 | Total |
| Program Services | 257887 | ProgramServices |
| Management And General | 389712 | ManagementAndGeneral |
| Fundraising | 17412 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6417446 | Total |
| Program Services | 5561936 | ProgramServices |
| Management And General | 821668 | ManagementAndGeneral |
| Fundraising | 33842 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 328101 | Total |
| Program Services | 284414 | ProgramServices |
| Management And General | 39004 | ManagementAndGeneral |
| Fundraising | 4683 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1337500 | Total |
| Program Services | 1117116 | ProgramServices |
| Management And General | 219657 | ManagementAndGeneral |
| Fundraising | 727 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 693578 | Total |
| Program Services | 596478 | ProgramServices |
| Management And General | 93182 | ManagementAndGeneral |
| Fundraising | 3918 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66336 | Total |
| Management And General | 66336 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46320 | Total |
| Management And General | 46320 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 869 | Total |
| Management And General | 869 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 199741 | Total |
| Management And General | 199741 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1245691 | Total |
| Program Services | 1224522 | ProgramServices |
| Management And General | 21169 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 136067 | Total |
| Program Services | 136067 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 680625 | Total |
| Program Services | 580183 | ProgramServices |
| Management And General | 99684 | ManagementAndGeneral |
| Fundraising | 758 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212739 | Total |
| Program Services | 43511 | ProgramServices |
| Management And General | 169228 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1570748 | Total |
| Program Services | 1560711 | ProgramServices |
| Management And General | 10037 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37062 | Total |
| Program Services | 35041 | ProgramServices |
| Management And General | 2021 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107486 | Total |
| Program Services | 27223 | ProgramServices |
| Management And General | 77939 | ManagementAndGeneral |
| Fundraising | 2324 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2503549 | Total |
| Program Services | 2503549 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2608113 | Total |
| Program Services | 2608113 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 246268 | Total |
| Program Services | 183173 | ProgramServices |
| Management And General | 63095 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 812876 | 812876 | |
| REPAIRS & MAINTENANCE | 367178 | 366928 | 250 |
| DRUGS | 225127 | 225127 | |
| BAD DEBT EXPENSE | 100000 | 100000 | |
| ACTIVITIES & PROGRAMS | 61848 | 61848 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135408 | Total |
| Program Services | 70427 | ProgramServices |
| Management And General | 64981 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20815947 | Total |
| Program Services | 18267390 | ProgramServices |
| Management And General | 2484893 | ManagementAndGeneral |
| Fundraising | 63664 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1055 | BOY |
| EOY | 4562 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 544990 | BOY |
| EOY | 447717 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 198318 | BOY |
| EOY | 333200 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56853 | BOY |
| EOY | 48399 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 272000 | BOY |
| EOY | 208920 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 64420096 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 29973013 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34602762 | BOY |
| EOY | 34447083 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 51805662 | BOY |
| EOY | 47446430 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10488779 | BOY |
| EOY | 19781668 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97970419 | BOY |
| EOY | 102717979 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 975280 | BOY |
| EOY | 3569048 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17682728 | BOY |
| EOY | 17688751 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42692718 | BOY |
| EOY | 42760548 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2325000 | BOY |
| EOY | 2325000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15835811 | BOY |
| EOY | 15272242 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 79511537 | BOY |
| EOY | 81615589 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15737666 | BOY |
| EOY | 18126646 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1986201 | BOY |
| EOY | 2170358 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 735015 | BOY |
| EOY | 805386 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18458882 | BOY |
| EOY | 21102390 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 97970419 | BOY |
| EOY | 102717979 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2111149 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 532359 | 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 | 701875 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 510414 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 653534 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 649596 | CurrentTaxYearMinus1Year |
| Current Tax Year | 695433 | CurrentTaxYear |
| Total | 3210852 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 16606862 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18395305 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18647565 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19109654 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20443654 | CurrentTaxYear |
| Total | 93203040 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 17308737 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 18905719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 19301099 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 19759250 | CurrentTaxYearMinus1Year |
| Current Tax Year | 21139087 | CurrentTaxYear |
| Total | 96413892 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18719 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15102 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9989 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12699 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20470 | CurrentTaxYear |
| Total | 76979 | 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 | 18719 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15102 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9989 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12699 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20470 | CurrentTaxYear |
| Total | 76979 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 96336913 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1436494 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1652753 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1490684 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1659459 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1266762 | CurrentTaxYear |
| Total | 7506152 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1436494 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1652753 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1490684 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1659459 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1266762 | CurrentTaxYear |
| Total | 7506152 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18745231 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20558472 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 20791783 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 21418709 | CurrentTaxYearMinus1Year |
| Current Tax Year | 22405849 | CurrentTaxYear |
| Total | 103920044 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.92700 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92510 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.07220 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.07420 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $869 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 869 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | THE ORGANIZATION PAYS DUES TO LEADINGAGE NEW JERSEY, A STATE ASSOCIATION OF HOMES AND SERVICES FOR THE AGING. A PORTION OF THE ORGANIZATION'S DUES ARE USED FOR LOBBYING PURPOSES. THE $869 REPORTED AS LOBBYING EXPENDITURES IS THE PORTION OF DUES THAT WERE USED FOR LOBBYING PURPOSES (6.2% OF THE ORGANIZATION'S TOTAL DUES OF $14,017). | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2721216 | BeginningOfYearBalance |
| Contributions | 280034 | Contributions |
| Investment Earnings Or Losses | 110391 | InvestmentEarningsOrLosses |
| Other Expenditures | 135897 | OtherExpenditures |
| End Of Year Balance | 2975744 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2327486 | BeginningOfYearBalance |
| Contributions | 355360 | Contributions |
| Investment Earnings Or Losses | 389991 | InvestmentEarningsOrLosses |
| Other Expenditures | 351621 | OtherExpenditures |
| End Of Year Balance | 2721216 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4863477 | BeginningOfYearBalance |
| Contributions | 245737 | Contributions |
| Investment Earnings Or Losses | -957507 | InvestmentEarningsOrLosses |
| Other Expenditures | 1824221 | OtherExpenditures |
| End Of Year Balance | 2327486 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.27000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.73000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2537874 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 635831 | OtherCostOrOtherBasis |
| Book Value | 3173705 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 467816 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 42377728 | OtherCostOrOtherBasis |
| Depreciation | 19236763 | Depreciation |
| Book Value | 23608781 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12633893 | OtherCostOrOtherBasis |
| Depreciation | 6544182 | Depreciation |
| Book Value | 6089711 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5559582 | OtherCostOrOtherBasis |
| Depreciation | 4019464 | Depreciation |
| Book Value | 1540118 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 207372 | OtherCostOrOtherBasis |
| Depreciation | 172604 | Depreciation |
| Book Value | 34768 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 34447083 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (6 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ESCROW DEPOSITS | 143990 |
| RESIDENT TRUST FUNDS | 6544 |
| DEFERRED FINANCING COSTS, NET | 1170159 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 715386 |
| INTEREST IN CHARITABLE REMAINDER TRUSTS | 1930898 |
| CONSTRUCTION IN PROGRESS | 15814691 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 19781668 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED INTEREST PAYABLE | $1,253,674 |
| RESIDENT TRUST FUNDS | $6,544 |
| REFUNDABLE ENTRANCE FEES AND DEPOSITS | $14,012,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 15272242 | TotalOfAmounts |
| Total Revenue | 22927096 | TotalRevenue |
| Total Expenses | 20815947 | TotalExpenses |
| Excess Or Deficit For Year | 2111149 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1581592 | NetUnrealizedGLOnInvestments |
| Other | $2,113,951 | OtherAmount |
| Total Adjustments | 532359 | TotalAdjustments |
| Excess Or Deficit Per FS | 2643508 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 23262444 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1581592 | NetUnrealizedGainsInvestments |
| Other Revenues | 1914210 | OtherRevenues |
| Revenue Not Rptd F990 | 332618 | RevenueNotRptdF990 |
| Revenue Subtotal | 22929826 | RevenueSubtotal |
| Other Revenues Not Included | -2730 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -2730 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 22927096 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 20618936 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 2730 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 2730 | ExpensesNotRptdF990 |
| Expenses Subtotal | 20616206 | ExpensesSubtotal |
| Other Expenses Not Included | 199741 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 199741 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20815947 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH THE DONOR'S INTENT AND RESTRICTIONS AND IN THE FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE EVERGREENS ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2010 AND 2009. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | OTHER-THAN-TEMPORARY IMPAIRMENT ADJUSTMENT TO INVESTMENTS -31,768. VALUATION GAIN, BENEFICIAL INTEREST IN PERPETUAL TRUSTS 55,371. GAIN FROM SALE OF OTHER-THAN-TEMPORARY INVESTMENTS 2,090,348. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT FEES -199,741. OTHER-THAN-TEMPORARY IMPAIRMENT ADJUSTMENT TO INVESTMENTS -31,768. VALUATION GAIN, BENEFICIAL INTEREST IN PERPETUAL TRUSTS 55,371. GAIN FROM SALE OF OTHER-THAN-TEMPORARY INVESTMENTS 2,090,348. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES -2,730. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 2,730. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT FEES 199,741. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | YOUNG MEN'S CHRISTIAN ASSOCIATION OF BURLINGTON COUNTY NEW JERSEY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 CENTERTON ROAD | AddressLine1 |
| City | MT LAUREL | City |
| State | NJ | State |
| ZIP Code | 08054 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 210634482 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 10260 | AmountOfCashGrant |
| Purpose Of Grant | SUPPORT OF YMCA'S STRONG KIDS CAMPAIGN | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE ORGANIZATION DOES NOT ROUTINELY PROVIDE GRANTS TO OTHER ORGANIZATIONS, WITH THE EXCEPTION OF ANOTHER TAX-EXEMPT ORGANIZATION. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| 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 | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| REV DOUGLAS C HALVORSEN | |||||||||||||
| 190639 | 0 | 46000 | 0 | 36188 | 0 | 68352 | 0 | 7057 | 0 | 348236 | 0 | 0 | 0 |
| GERALD I MAGID | |||||||||||||
| 151546 | 0 | 3100 | 0 | 834 | 0 | 13567 | 0 | 11724 | 0 | 180771 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| PART I, LINE 1A | PRESIDENT & CEO, REV. DOUGLAS C. HALVORSEN, IS AN ORDAINED CLERGY AND RECEIVES A CLERGY HOUSING ALLOWANCE OF $35,000 UNDER INTERNAL REVENUE CODE SECTION 107 WHICH IS SUBJECT TO SOCIAL SECURITY AND MEDICARE TAX. |
| PART I, LINE 7 | THE PRESIDENT & CEO IS AWARDED A BONUS EACH YEAR. AN INDEPENDENT COMPENSATION COMMITTEE OF THE BOARD REVIEWS A THIRD PARTY SALARY SURVEY TO DETERMINE THE AMOUNT OF THE BONUS TO BE AWARDED. THE AMOUNT OF THE BONUS IS NOT FIXED. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BURLINGTON COUNTY BRIDGE COMMISSION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 216000402 | IssuerEIN |
| CUSIP Number | 121649AA5 | CUSIPNumber |
| Date Issued | 2007-10-04 | DateIssued |
| Issue Price | 44575000 | IssuePrice |
| Description Of Purpose | CAPITAL ADDITIONS AND REFUNDING | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 44345885 | TotalProceeds |
| Amount In Reserve Fund | 1529088 | AmountInReserveFund |
| Refunding Escrow | 29241175 | RefundingEscrow |
| Issuance Costs From Proceeds | 811237 | IssuanceCostsFromProceeds |
| Credit Enhancement | 2034900 | CreditEnhancement |
| Capital Expenditures | 10729485 | CapitalExpenditures |
| Year Of Subst Completion | 2011 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 1 | ExceptionToRebate |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART II, LINE 3, ISSUE A | Identifier |
| Explanation | THE ISSUE PRICE REPORTED IN PART I, COLUMN (E) FOR ISSUE A IS $44,575,000. THE TOTAL AMOUNT OF PROCEEDS REPORTED IN PART II, LINE 3 IS $44,345,885. THE DIFFERENCE OF $229,115 IS THE ORIGINAL ISSUE DISCOUNT. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | HERBERT D THOMAS | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | TRUSTEE | Relationship |
| Amount Of Transaction | 87707 | AmountOfTransaction |
| Description Of Transaction | BOARD MEMBER HERB THOMAS IS A FAMILY MEMBER OF AN OWNER OF THE VENDOR THOMAS BOYD COMMUNICATIONS. THOMAS BOYD COMMUNICATIONS PROVIDED PUBLIC RELATIONS SERVICES TO THE EVERGREENS. THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY, AND ALL TRANSACTIONS ARE CONDUCTED AT ARM'S LENGTH. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | ARTICLE 3.02 OF THE BYLAWS PROVIDE THAT THREE TRUSTEES MAY BE APPOINTED BY THE BISHOP OF THE DIOCESE OF NEW JERSEY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE ORGANIZATION ENGAGED A PROFESSIONAL CPA FIRM WITH EXPERIENCE IN NOT-FOR-PROFIT TAX RETURN PREPARATION. THE FIRM WORKED CLOSELY WITH THE ORGANIZATION'S FINANCE PERSONNEL TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE FIRM PREPARED A DRAFT FORM 990 AND FURNISHED IT TO THE ORGANIZATION'S FINANCE PERSONNEL FOR REVIEW. THE ORGANIZATION'S FINANCE PERSONNEL REVIEWED THE DRAFT FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. CHANGES WERE MADE TO THE DRAFT FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE ORGANIZATION'S FINANCE PERSONNEL FOR FINAL REVIEW AND APPROVAL. THE PRESIDENT/CEO OF THE ORGANIZATION REVIEWS THE FINAL DRAFT BEFORE PRESENTING THE FORM 990 TO THE AUDIT COMMITTEE. THE BOARD OF TRUSTEES HAS DELEGATED THE AUDIT COMMITTEE TO OVERSEE, REVIEW AND APPROVE THE FORM 990 PROCESS. ONCE THE AUDIT COMMITTEE REVIEWED AND APPROVED THE DOCUMENT, A COPY WAS SENT TO EACH MEMBER OF THE BOARD OF TRUSTEES EITHER ELECTRONICALLY OR BY COURIER PRIOR TO FILING THE DOCUMENT. | |
| THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUALLY ALL MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, SENIOR MANAGEMENT, AND OTHER KEY PERSONNEL ARE REQUIRED TO REVIEW THE EXISTING CONFLICT OF INTEREST POLICY AND COMPLETE A QUESTIONNAIRE. IT IS A BOARD MEMBER'S RESPONSIBILITY TO NOTIFY THE PRESIDENT/CEO OF ANY CHANGES THAT WOULD CREATE A CONFLICT DURING THE YEAR. THE COMPLETED QUESTIONNAIRES ARE RETURNED TO THE ORGANIZATION'S PRESIDENT/CEO FOR REVIEW ANNUALLY. IF A CONFLICT OF INTEREST EXISTS, IT IS ADDRESSED WITH THE BOARD CHAIR AND INDIVIDUAL WITH THE CONFLICT. AN INDIVIDUAL WITH A CONFLICT MAY BE ASKED TO LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE CONFLICT IS DISCUSSED AND VOTED UPON. | FORM 990, PART VI, SECTION B, LINE 12C | |
| CEO/PRESIDENT COMPENSATION - BOARD EXECUTIVE COMPENSATION COMMITTEE OF FOUR BOARD MEMBERS IS CHAIRED BY THE BOARD CHAIR. THE COMMITTEE REVIEWS THE ANNUAL COMPARISON STUDY CONTRACTED THROUGH HUMAN RESOURCES AND PREPARED BY AN OUTSIDE FIRM. THE COMMITTEE'S ANNUAL RECOMMENDATION FOR THE CEO/PRESIDENT COMPENSATION IS PRESENTED TO THE ENTIRE BOARD FOR REVIEW AND APPROVAL IN EXECUTIVE SESSION AT A REGULARLY SCHEDULED BOARD MEETING. SENIOR STAFF - THE CEO USES THE SAME COMPARISON STUDY REFERRED TO ABOVE AND CONSULTS WITH THE BOARD CHAIR IN ANNUALLY SETTING THE COMPENSATION OF THE COO, CFO, DIRECTOR OF DEVELOPMENT (WHEN FILLED), AND DIRECTOR OF HEALTH SERVICES. THE MEDICAL DIRECTOR IS CONTRACTED THROUGH COOPER HEALTH SYSTEM. ACCORDINGLY, THE ORGANIZATION HAS NO INPUT RELATIVE TO HER COMPENSATION. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS, RENOVATIONS AND EQUIPMENT. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE STATE OF NEW JERSEY SECRETARY OF STATE. THE ORGANIZATION ALSO MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| COMPENSATION INFORMATION DISCLOSURE | PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. | FORM 990, PART VII AND SCHEDULE J, PART II |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,581,592. OTHER-THAN-TEMPORARY IMPAIRMENT ADJUSTMENT TO INVESTMENTS -31,768. VALUATION GAIN, BENEFICIAL INTEREST IN PERPETUAL TRUSTS 55,371. GAIN FROM SALE OF OTHER-THAN-TEMPORARY INVESTMENTS 2,090,348. TOTAL TO FORM 990, PART XI, LINE 5: 532,359. | FORM 990, PART XI, LINE 5: |
| AUDITED FINANCIAL STATEMENTS | AN INDEPENDENT CPA FIRM AUDITED THE FINANCIAL STATEMENTS OF THE TAXPAYER FOR THE YEARS ENDED DECEMBER 31, 2010 AND DECEMBER 31, 2009, RESPECTIVELY, AND ISSUED A CERTIFIED OPINION ON THOSE AUDITED FINANCIAL STATEMENTS. AN UNQUALIFIED OPINION WAS ISSUED BY AN INDEPENDENT CPA FIRM EACH YEAR. THE TAXPAYER'S AUDIT COMMITTEE OF THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. | FORM 990, PART XII, LINE 2 |