PRINCIPAL OFFICER

2011-11-14T07:35:26-06:00 2010-12-31 HEIMLANTZ PC 1997 ANNAPOLIS EXCHANGE PKWY SUITE ANNAPOLIS MD 21401 990 2010-01-01 521802714 NATIONAL INVESTMENT CENTER FOR THE SENIORS HOUSING & CARE INDUSTRY INC NATI 4102670504 1997 ANNAPOLIS EXCHANGE PARKWAY NO 110 ANNAPOLIS MD 21401 ROBERT KRAMER PRINCIPAL OFFICER 4102670504 2011-11-02 1 THOMAS J LANTZ JR CPACITP 4108415575 2010 2016-03-07 17:11:31Z ROBERT G KRAMER 1997 ANNAPOLIS EXCHANGE PARKWAY NO 110 ANNAPOLIS MD 21401 6197908 0 X NIC.ORG X 1992 MD TO SERVE AS AN EDUCATIONAL & DATA RESOURCE TO LENDERS, INVESTORS, DEVELOPERS, OPERATORS AND OTHERS INTERESTED IN MEETING THE HOUSING AND CARE NEEDS OF AMERICA'S SENIORS. 18 17 29 119 0 0 0 0 4843652 6094961 107415 58085 20034 44862 4971101 6197908 0 0 0 0 2397779 2913330 0 0 0 2763232 3101375 5161011 6014705 -189910 183203 3580227 3968755 1131481 1336806 2448746 2631949 X TO SERVE AS AN EDUCATIONAL & DATA RESOURCE TO LENDERS, INVESTORS, DEVELOPERS, OPERATORS AND OTHERS INTERESTED IN MEETING THE HOUSING AND CARE NEEDS OF AMERICA'S SENIORS. 0 0 2105407 4327822 ANNUAL CONFERENCE AND EVENTS ARE HELD TO EXCHANGE INFORMATION RELATED TO THE ORGANIZATION'S EXEMPT PURPOSE. 1643468 1381475 MAP INCOME - SUBSCRIPTION REVENUE EARNED FROM PROVIDING QUARTERLY DATA AND ANALYSIS SERVICE THAT TRACKS REVENUE, OCCUPANCY, PROPERTY, AND DEMOGRAPHIC INFORMATION ON OVER 12,500 SENIORS HOUSING PROPERTIES. 869730 385664 RESEARCH SERVICES - REVENUE RECEIVED FOR SUPPORT OF RESEARCH PROJECTS, PARTICIPATION IN EXECUTIVE CIRCLE MEMBERSHIP PROGRAM, PURCHASE OF RESEARCH STUDIES AND SPONSORSHIP IN RESEARCH PUBLICATIONS. 162930 0 0 MAP DATABASE REBUILD 148471 0 0 STRATEGIC RESEARCH PROJECTS 0 0 44862 OTHER PROGRAM REVENUE 311401 44862 4930006 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 29 1 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X ROBERT G KRAMER 4102670504 1997 ANNAPOLIS EXCHANGE PARKWAY NO ANNAPOLIS MD 21401 STEPHANIE ANDERSON BOARD MEMBER 0.40 X 0 0 0 DAN BIRON BOARD MEMBER 1.00 X 0 0 0 PHILIP BROOKS BOARD MEMBER 0.40 X 0 0 0 TIM FOX BOARD MEMBER 1.00 X 0 0 0 GARY HAMPTON III BOARD MEMBER 0.80 X 0 0 0 CHARLES HERMAN BOARD MEMBER 0.40 X 0 0 0 MITCHELL KIFFE BOARD MEMBER 0.40 X 0 0 0 RAY LEWIS BOARD MEMBER 0.80 X 0 0 0 BETH BURNHAM MACE BOARD MEMBER 1.00 X 0 0 0 ANGELA MAGO BOARD MEMBER 1.00 X 0 0 0 JOHN MOORE BOARD MEMBER 2.00 X 0 0 0 ARNOLD WHITMAN BOARD MEMBER 1.00 X 0 0 0 BILL SHERIFF BOARD MEMBER 0.40 X 0 0 0 DAVID WATKINS BOARD MEMBER 0.80 X 0 0 0 BRAD RAZOOK SECRETARY 1.00 X X 0 0 0 DOUG SPEAR BOARD MEMBER 1.00 X 0 0 0 LAUREN SHOOK OAB CHAIR/BOARD MEMBER 1.00 X 0 0 0 KEVIN MCMEEN CHAIR 3.00 X 0 0 0 RANDY RICHARDSON VICE CHAIR 3.00 X X 0 0 0 GEORGE V HAGER TREASURER 2.00 X X 0 0 0 ROBERT G KRAMER PRESIDENT 48.50 X X 591470 0 47819 ELISA FREEMAN VP EVENTS 50.50 X X 224550 0 13473 MICHAEL HARGRAVE VP NIC MAP 50.80 X X 315684 0 14700 CHARLES HARRY RESEARCH DIRECTOR 44.50 X X 163029 0 36436 ANDREW BING VP ADMIN 19.50 X 111252 0 15323 JAMES LEAVY DIR. INFO TECH 43.50 X 132000 0 11347 DANIEL J RANEY SR. DATABASE ARCHITECT 42.50 X 115000 0 17954 1652985 0 157052 7 0 1 0 SHERATON CHICAGO HOTEL 301 EAST NORTH WATER ST CHICAGO IL 60611 CONFERENCE SVCS. 554965 PROMATURA GROUP 19 CR 168 OXFORD MS 38655 RESEARCH DATA 529405 HILTON SAN DIEGO BAYFRONT ONE PARK BLVD SAN DIEGO CA 92101 CONFERENCE SVCS. 257708 ANNAPOLIS EXCHANGE LOT IV LLC C/O CASSIDY TURLEY 100 LIGHT ST S BALTIMORE MD 21202 LANDLORD/RENT 165625 THE POMERANTZ AGENCY 914 BAY RIDGE ROAD SUITE 180 ANNAPOLIS MD 21404 MARKETING AND ADVERTISING 132803 5 CONFERENCE & EVENTS 900099 4327822 4327822 MAP INCOME 900099 1381475 1381475 RESEARCH INCOME 900099 385664 385664 6094961 58085 58085 OTHER INCOME 900099 44862 44862 44862 6197908 6139823 0 58085 1810037 1291055 518982 836805 711719 125086 38299 33049 5250 92721 58766 33955 135468 102760 32708 8070 6915 1155 22122 22122 230614 213171 17443 161167 133332 27835 45338 45338 162334 4446 157888 35551 35437 114 1273657 1273657 24529 24529 36550 12407 24143 MAP EXPENSES 621071 621071 RESEARCH/PROJECT EXPENS 430063 430063 BOARD & COMMITTEE EXPEN 43476 2158 41318 OTHER EXPENSES 6833 6833 6014705 4930006 1084699 0 126582 169339 3337712 3611605 10210 8701 25611 26833 207682 74356 80112 133326 0 18951 3580227 3968755 318094 430209 813387 906597 1131481 1336806 X 2448746 2631949 2448746 2631949 3580227 3968755 183203 0 X X 0 1 1 X 0 X 563700 738390 690700 557750 2550540 3303804 4365226 4688547 4285902 6094961 22738440 3867504 5103616 5379247 4843652 6094961 25288980 0 0 0 25288980 113305 173499 162915 107415 58085 615219 113305 173499 162915 107415 58085 615219 23118 16494 20034 44862 104508 3980809 5300233 5558656 4971101 6197908 26008707 0.97230 0.97110 0.02370 0.02630 X 20515 20515 187167 74356 112811 133326 6197908 6014705 183203 0 183203 6197908 0 6197908 0 6197908 6014705 0 6014705 0 6014705 PURSUANT TO FASB INTERPRETATION NO. (FIN) 48, THERE ARE NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X X X X 0 0 0 0 0 0 0 0 0 ROBERT G KRAMER 276470 0 135000 0 180000 0 0 0 47819 0 639289 0 0 0 ELISA FREEMAN 134550 0 40000 0 50000 0 0 0 13473 0 238023 0 0 0 MICHAEL HARGRAVE 160684 0 105000 0 50000 0 0 0 14700 0 330384 0 0 0 CHARLES HARRY 101763 0 61266 0 0 0 0 0 36436 0 199465 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS FORM 990 PRIOR TO SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY THE PRESIDENT AND HIS ASSISTANT SEND THE CONFLICT OF INTEREST POLICY AND INDIVIDUAL STATEMENT TO BE SIGNED BY EACH BOARD MEMBER. THIS IS DONE IN THE FALL AFTER THE ELECTION OF NEW BOARD MEMBERS, ALSO IMMEDIATELY WITH ANY CHANGE OF A BOARD MEMBER DURING THE YEAR. THE STATEMENTS ARE FORWARDED TO THE BOARD CHAIRMAN AND REVIEWED AT THE JANUARY EXECUTIVE COMMITTEE MEETING. FORM 990, PART VI, SECTION B, LINE 15 THERE IS A COMPENSATION COMMITTEE OF THE BOARD THAT REVIEWS & RECOMMENDS SALARIES & BENEFITS ON AN ANNUAL BASIS FOR THE PRESIDENT & OTHER KEY EMPLOYEES OF THE ORGANIZATION. IN DETERMINING SUCH COMPENSATION, THE COMMITTEE RETAINED THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT. THIS CONSULTANT CONDUCTED A COMPENSATION STUDY WHICH INCLUDED SALARIES & BENEFITS FOR SIMILAR POSITIONS WITH OTHER NON PROFIT ORGANIZATIONS BASED ON REVIEW OF THEIR FORM 990S AND OTHER RESEARCH. THE COMPENSATION COMMITTEE THEN WORKED WITH THE ORGANIZATION'S OUTSIDE ATTORNEY TO DEVELOP A WRITTEN EMPLOYMENT CONTRACT FOR EACH KEY EMPLOYEE. THESE CONTRACTS WERE APPROVED BY THE COMPENSATION COMMITTEE AND EXECUTIVE COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 WE MAKE OUR GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THIS PROCESS HAS NOT BEEN CHANGED FROM THE PRIOR YEAR.