BAYLEIGH CHASE INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BAYLEIGH CHASE INC (EIN 20-0495182)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201133199349302198
- 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 J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T09:22:05-06:00 | 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 | 1869 CHARTER LANE STE 301 | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17601 | 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 | 200495182 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WILLIAM HILL MANOR INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WILL | NameControl |
| Phone | 4109702000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 576 JOHNSVILLE ROAD | AddressLine1 |
| City | ELDERSBURG | City |
| State | MD | State |
| ZIP Code | 21784 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WILLIAM A FISHER | Name |
| Title | CFO | Title |
| Phone | 4109702000 | Phone |
| Date Signed | 2011-11-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL S FREY | Name |
| Phone | 7173935696 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM A FISHER III | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 576 JOHNSVILLE ROAD | AddressLine1 |
| City | ELDERSBURG | City |
| State | MD | State |
| ZIP Code | 21784 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 22443531 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WILLIAMHILLMANOR.COM | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1981 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | OPERATE A NON-PROFIT HOME FOR THE AGING | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 346 | TotalNbrEmployees |
| Total Nbr Volunteers | 80 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 88959 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 41096 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 13544805 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16068395 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 107414 | InvestmentIncomePriorYear |
| Investment Income Current Year | 111822 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 143663 | OtherRevenuePriorYear |
| Other Revenue Current Year | 87722 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13884841 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16309035 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1340 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7987963 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8752995 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 43742 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 8004549 | OtherExpensePriorYear |
| Other Expenses Current Year | 10161289 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 15992512 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18915624 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -2107671 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -2606589 | RevenuesLessExpensesCY |
| Total Assets BOY | 66382617 | TotalAssetsBOY |
| Total Assets EOY | 63704415 | TotalAssetsEOY |
| Total Liabilities BOY | 69981615 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 70206809 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -3598998 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -6502394 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO SERVE AGING PERSONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5544314 | Expense |
| Grants | 0 | Grants |
| Revenue | 4944373 | Revenue |
| Description | INDEPENDENT LIVING- WILLIAM HILL MANOR OFFERS 63 APARTMENTS AND 57 COTTAGES WITH A VARIETY OF FLOOR PLANS. RESIDENTS ENJOY A "NO WORRIES" LIFESTYLE WITH SERVICES SUCH AS HOME MAINTENANCE, HOUSEKEEPING, MEALS, ACTIVITIES, EMERGENCY MEDICAL CARE, AND LAWN CARE. RESIDENTS HAVE PEACE OF MIND KNOWING THAT, AS THEIR NEEDS CHANGE, PROGRESSIVE LEVELS OF ON-SITE HEALTHCARE ARE AVAILABLE, FROM ASSISTED LIVING TO SKILLED NURSING CARE. WILLIAM HILL MANOR HAD 42,661 INDEPENDENT LIVING CENSUS DAY DURING 2010, WHICH WAS APPROXIMATELY 117 INDEPENDENT LIVING RESIDENTS SERVED PER DAY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4216191 | Expense |
| Grants | 0 | Grants |
| Revenue | 3227546 | Revenue |
| Description | ASSISTED LIVING - WILLIAM HILL MANOR OFFERS 88 ASSISTED LIVING UNITS. ASSISTED LIVING PROVIDES SUPPORT AND ASSISTANCE 24 HOURS PER DAY FOR THOSE INDIVIDUALS WHO ARE UNABLE TO LIVE ALONE AND MANAGE THEIR OWN ACTIVITIES OF DAILY LIVING. RESIDENTS RECEIVE AN EXTRAORDINARY LEVEL OF ATTENTIVE, PERSONALIZED CARE THAT PROMOTES GREAT SELF-CONFIDENCE AND A MORE ACTIVE APPROACH TO LIFE. WILLIAM HILL MANOR HAD 19,418 ASSISTED LIVING CENSUS DAYS DURING 2010, WHICH WAS APPROXIMATELY 53 ASSISTED LIVING RESIDENTS SERVED PER DAY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7598892 | Expense |
| Grants | 1340 | Grants |
| Revenue | 7896476 | Revenue |
| Description | SKILLED NURSING CARE- WILLIAM HILL MANOR OFFERS INTERIM, LONG-TERM, AND SKILLED NURSING CARE IN 90 UNITS UNDER THE GUIDANCE OF HIGHLY PROFESSIONAL MEDICAL AND NURSING STAFF. SERVICES ALSO INCLUDE PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY PROGRAMS. WILLIAM HILL MANOR HAD 27,050 SKILLED NURSING CARE CENSUS DAYS DURING 2010, WHICH WAS APPROXIMATELY 74 SKILLED NURSING CARE RESIDENTS SERVED PER DAY. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BASED ON BOARD POLICY AND HISTORICAL MISSION, WILLIAM HILL MANOR EXTENDS BENEVOLENCE TO RESIDENTS AT ALL LEVELS OF CARE AS NEEDED AND WHEN APPROPRIATE. WILLIAM HILL MANOR ADJUSTS ENTRANCE FEES AND MONTHLY CHARGES BASED ON A PERCENTAGE OF INCOME. BENEVOLENT CARE TOTALED $374,221 IN 2010, INCLUDING CONTRACTUAL ALLOWANCES RELATED TO MEDICAID AND OTHER THIRD PARTY PAYORS OF $281,340 IN 2010. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 17359397 | 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 | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 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 | 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 | 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 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 346 | 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 | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | 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 | MD | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAYSON LUCKENBAUGH VP FOR FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4109702073 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 576 JOHNSVILLE ROAD | AddressLine1 |
| City | ELDERSBURG | City |
| State | MD | State |
| ZIP Code | 21784 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (21 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | FormerFormer |
|---|---|---|---|---|---|---|---|
| NORINE G HAAS | |||||||
| IMMEDIATE PAST CHAIR | 2.00 | X | 0 | 0 | 0 | ||
| GENE C PARKER JR | |||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| DARLENE S AULLS | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |
| GRAFFLIN COOK III | |||||||
| BOARD | 2.00 | X | 0 | 0 | 0 | ||
| ANDREW GORESH | |||||||
| BOARD | 2.00 | X | 0 | 0 | 0 | ||
| THERESA STOKES HILL | |||||||
| BOARD | 2.00 | X | 0 | 0 | 0 | ||
| CRAIG MEDLYN | |||||||
| VICE-CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| BETTY B NELSON | |||||||
| BOARD | 2.00 | X | 0 | 0 | 0 | ||
| JOHN W NEUENSCHWANDER | |||||||
| BOARD | 2.00 | X | 0 | 0 | 0 | ||
| COLONEL JOHN PARHAM | |||||||
| BOARD | 2.00 | X | 0 | 0 | 0 | ||
| STUART A SMITH III | |||||||
| BOARD | 2.00 | X | 0 | 0 | 0 | ||
| PATRICIA CUSTER | |||||||
| BOARD | 2.00 | X | 0 | 0 | 0 | ||
| FRED DEMERS | |||||||
| BOARD | 2.00 | X | 0 | 0 | 0 | ||
| BRUCE A CALVERT | |||||||
| BOARD | 2.00 | X | 0 | 0 | 0 | ||
| RET REV EUGENE T SUTTON | |||||||
| BOARD | 2.00 | X | 0 | 0 | 0 | ||
| JACLYN HARRIS | |||||||
| PRESIDENT | 40.00 | X | 0 | 466880 | 5898 | X | |
| JOHN WBOYNTON JR | |||||||
| BOARD | 2.00 | X | 0 | 0 | 0 | ||
| EDWARD L WADDELL | |||||||
| BOARD | 2.00 | X | 0 | 0 | 0 | ||
| FRANK I KROHNERT III | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 88846 | 0 | 6567 | X | ||
| WILLIAM FISHER III | |||||||
| TREASURER | 40.00 | 0 | 215128 | 3693 | X | ||
| JAMES MELHORN | |||||||
| CEO/CHARIMAN | 0.00 | 0 | 301430 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 88846 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 983438 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 16158 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 41096 | AllOtherContributions |
| Total Contributions | 41096 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT SERVICES | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 16068395 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16068395 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16068395 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 120764 | TotalRevenueColumn |
| Exclusion | $120,764 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 22483 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 124394 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -101911 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -101911 | TotalRevenueColumn |
| Exclusion | -$101,911 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6000000 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6008942 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -8942 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8942 | TotalRevenueColumn |
| Exclusion | -$8,942 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 2427 | GrossSalesOfInventory |
| Cost Of Goods Sold | 1160 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1267 | TotalRevenueColumn |
| Exclusion | $1,267 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| BEAUTY/BARBER SHOP | 623000 | 83811 | $83,811 |
| GUEST MEALS/CATERING | 623000 | 70016 | $70,016 |
| VENDING MACHINE & OTHE | 623000 | 18628 | $18,628 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15911 | TotalRevenueColumn |
| Exclusion | $15,911 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 188366 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16309035 | TotalRevenueColumn |
| Related Or Exempt Function Income | 16068395 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $199,544 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1340 | Total |
| Program Services | 1340 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95413 | Total |
| Program Services | 88295 | ProgramServices |
| Management And General | 7118 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7227950 | Total |
| Program Services | 6688893 | ProgramServices |
| Management And General | 539057 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 86138 | Total |
| Program Services | 80355 | ProgramServices |
| Management And General | 5783 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 731177 | Total |
| Program Services | 688266 | ProgramServices |
| Management And General | 42911 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 612317 | Total |
| Program Services | 573666 | ProgramServices |
| Management And General | 38651 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 792152 | Total |
| Management And General | 748410 | ManagementAndGeneral |
| Fundraising | 43742 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2965 | Total |
| Management And General | 2965 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1148 | Total |
| Management And General | 1148 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4628 | Total |
| Management And General | 4628 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1468200 | Total |
| Program Services | 1455993 | ProgramServices |
| Management And General | 12207 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26365 | Total |
| Program Services | 14829 | ProgramServices |
| Management And General | 11536 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1260195 | Total |
| Program Services | 1199949 | ProgramServices |
| Management And General | 60246 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 831 | Total |
| Management And General | 831 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3283976 | Total |
| Program Services | 3279207 | ProgramServices |
| Management And General | 4769 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3900 | Total |
| Program Services | 3609 | ProgramServices |
| Management And General | 291 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2406399 | Total |
| Program Services | 2406399 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166940 | Total |
| Program Services | 166940 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| LICENSES AND FEES | 679575 | 651881 | 27694 |
| HEALTHCARE AND RESIDENT | 51711 | 51711 | |
| MISCELLANEOUS | 5362 | 3128 | 2234 |
| CONTINUING EDUCATION | 3539 | 2463 | 1076 |
| BOOK, DUES, & SUBSCRIPT | 3403 | 2473 | 930 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18915624 | Total |
| Program Services | 17359397 | ProgramServices |
| Management And General | 1512485 | ManagementAndGeneral |
| Fundraising | 43742 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 501882 | BOY |
| EOY | 100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 2827900 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146793 | BOY |
| EOY | 97448 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 606412 | BOY |
| EOY | 1030335 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 407930 | BOY |
| EOY | 135000 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 71848 | BOY |
| EOY | 87626 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3268970 | BOY |
| EOY | 3397453 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 59014458 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 9040784 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50615650 | BOY |
| EOY | 49973674 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9876872 | BOY |
| EOY | 5693625 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 731355 | BOY |
| EOY | 458256 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 154905 | BOY |
| EOY | 2998 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66382617 | BOY |
| EOY | 63704415 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4392762 | BOY |
| EOY | 1860523 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7687813 | BOY |
| EOY | 9637928 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53800001 | BOY |
| EOY | 53790000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4101039 | BOY |
| EOY | 4918358 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69981615 | BOY |
| EOY | 70206809 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -3849655 | BOY |
| EOY | -6689538 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 250657 | BOY |
| EOY | 187144 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -3598998 | BOY |
| EOY | -6502394 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66382617 | BOY |
| EOY | 63704415 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -2606589 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -296807 | 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 Both | X | FinancialStatementBoth |
| 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 | 11923 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11959 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 294611 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 88959 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41096 | CurrentTaxYear |
| Total | 448548 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15189271 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14613519 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13569781 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13544805 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16067055 | CurrentTaxYear |
| Total | 72984431 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 87296 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 167865 | CurrentTaxYearMinus1Year |
| Current Tax Year | 186266 | CurrentTaxYear |
| Total | 441427 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15201194 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14625478 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13951688 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13801629 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16294417 | CurrentTaxYear |
| Total | 73874406 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 1000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 325 | CurrentTaxYearMinus1Year |
| Current Tax Year | 900 | CurrentTaxYear |
| Total | 2225 | 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 Minus2 Years | 1000 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 325 | CurrentTaxYearMinus1Year |
| Current Tax Year | 900 | CurrentTaxYear |
| Total | 2225 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 73872181 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 168417 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 185382 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 163227 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 167518 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143247 | CurrentTaxYear |
| Total | 827791 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 168417 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 185382 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 163227 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 167518 | CurrentTaxYearMinus1Year |
| Current Tax Year | 143247 | CurrentTaxYear |
| Total | 827791 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 10185 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3131 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2100 | CurrentTaxYear |
| Total | 15416 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 15369611 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14810860 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14125100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13972278 | CurrentTaxYearMinus1Year |
| Current Tax Year | 16439764 | CurrentTaxYear |
| Total | 74717613 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98870 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98760 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01110 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01220 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: APPLICATION FEES EMA MGT. - REIM. | 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 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 | $1,148 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 1148 | 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 WILLIAM HILL MANOR, INC PAYS DUES TO LEADING AGE AND LIFESPAN. A PORTION OF THESE DUES ARE USED FOR LOBBYING EXPENSES. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4065986 | OtherCostOrOtherBasis |
| Book Value | 4065986 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 49150253 | OtherCostOrOtherBasis |
| Depreciation | 5685302 | Depreciation |
| Book Value | 43464951 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5698219 | OtherCostOrOtherBasis |
| Depreciation | 3355482 | Depreciation |
| Book Value | 2342737 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 100000 | OtherCostOrOtherBasis |
| Book Value | 100000 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 49973674 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| INTEREST RATE SWAP | $2,893,302 |
| DUE TO AFFILIATES | $2,025,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4918358 | TotalOfAmounts |
| Total Revenue | 16309035 | TotalRevenue |
| Total Expenses | 18915624 | TotalExpenses |
| Excess Or Deficit For Year | -2606589 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 321841 | NetUnrealizedGLOnInvestments |
| Other | -$618,648 | OtherAmount |
| Total Adjustments | -296807 | TotalAdjustments |
| Excess Or Deficit Per FS | -2903396 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16750462 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 321841 | NetUnrealizedGainsInvestments |
| Other Revenues | -1340 | OtherRevenues |
| Revenue Not Rptd F990 | 320501 | RevenueNotRptdF990 |
| Revenue Subtotal | 16429961 | RevenueSubtotal |
| Investment Expenses Not Included | 4628 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | -125554 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -120926 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16309035 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19653858 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 744202 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 744202 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18909656 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 4628 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 1340 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 5968 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18915624 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | WILLIAM HILL MANOR FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES 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 HAS BEEN MET. THE PROVISION ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. MANAGEMENT HAS DETERMINED THAT THESE PROVISIONS DO NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. WILLIAM HILL MANOR'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2009, 2008, AND 2007 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | NET ASSETS RELEASED FROM RESTRICTIO -114,677. NET ASSETS RELEASED RESTRICTIONS 114,677. UNREALIZED LOSS ON FMV OF INTEREST RATE SWAP -618,648. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RECLASS FOR SCHOLARSHIPS -1,340. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -1,160. RENT EXPENSE -124,394. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | UNREALIZED LOSS ON FMV OF INTEREST RATE SWAP 618,648. COST OF GOODS SOLD 1,160. RENT EXPENSE 124,394. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 1,340. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACLYN HARRIS | |||||||||||||
| 0 | 379059 | 0 | 0 | 0 | 87821 | 0 | 0 | 0 | 5898 | 0 | 472778 | 0 | 0 |
| WILLIAM FISHER III | |||||||||||||
| 0 | 215128 | 0 | 0 | 0 | 0 | 0 | 1403 | 0 | 2290 | 0 | 218821 | 0 | 0 |
| JAMES MELHORN | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 301430 | 0 | 0 | 0 | 0 | 0 | 301430 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| ExplanationExplanation | Return ReferenceReturnReference |
|---|---|
| MR. JAMES MELHORN, THE FORMER CHAIRMAN AND PRESIDENT OF THE EMA CONSOLIDATED GROUP OF ENTITIES OF WHICH THE WILLIAM HILL MANOR, INC. IS ONE, RETIRED IN 2009 AND RECEIVED $301,430 IN SEVERANCE PAYMENTS DURING THE 2010 CALENDAR YEAR. | |
| JACLYN HARRIS RECEIVED A BONUS PACKAGE UPON ACCEPTING EMPLOYMENT AS PRESIDENT OF EMA. THE BONUS PACKAGE WAS COMPRISED OF FIXED PAYMENTS NEGOTIATED DURING THE HIRING PROCESS. REIMBURSEMENTS FOR REASONABLE MOVING EXPENSES OF $27,821 WERE INCLUDED IN THE PACKAGE AS A NON-FIXED PAYMENT. | PART I, LINE 7 |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| TOWN OF EASTON MARYLAND | |||||||
| 526000787 | 277583AP5 | 2004-06-01 | 9380000 | ACQUISITION OF FACILITY | 0 | 0 | 0 |
| TOWN OF EASTON MARYLAND | |||||||
| 526000787 | 145003AU3 | 2010-12-29 | 27060000 | 2008A AND 2009 A & C REFUND | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Amount RetiredAmountRetired | Refunding EscrowRefundingEscrow |
|---|---|---|---|---|---|---|---|---|---|---|
| 9380000 | 554923 | 186642 | 8638435 | 2004 | 0 | 0 | 1 | 1 | ||
| 27060000 | 280256 | 34743 | 2010 | 1 | 0 | 1 | 1 | 25000 | 26745000 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.00000 | 0.00000 | 0.00000 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| 0 | 0 | 0 | 0 | 0 | 1 | |||
| BB&T BANK | ||||||||
| 1 | 1 | 1 | 0 | 0 | 1 | 8.000000000000 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE WILLIAM HILL MANOR, INC IS GOVERNED BY THE BOARD OF EPISCOPAL MINISTRIES FOR THE AGING, INC (EIN 52-1710891). | |
| FORM 990, PART VI, SECTION A, LINE 6 | EPISCOPAL MINISTRIES TO THE AGING, INC IS THE SOLE MEMBER OF THE WILLIAM HILL MANOR, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE WILLIAM HILL MANOR, INC HAS THE SAME GOVERNING BODY AS EPISCOPAL MINISTRIES TO THE AGING, INC, WHO IS THE SOLE MEMBER OF THE WILLIAM HILL MANOR, INC. AS A RESULT, ELECTION OF THE GOVERNING BODY OF THE WILLIAM HILL MANOR, INC IS DONE BY ITS SOLE MEMBER. | |
| FORM 990, PART VI, SECTION A, LINE 7B | THE WILLIAM HILL MANOR, INC HAS THE SAME GOVERNING BODY AS EPISCOPAL MINISTRIES TO THE AGING, INC, WHICH IS THE SOLE MEMBER OF THE WILLIAM HILL MANOR. AS A RESULT, ALL OF THE DECISIONS MADE BY THE GOVERNING BODY OF THE WILLIAM HILL MANOR, INC ARE SUBJECT TO ITS SOLE MEMBER. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE WILLIAM HILL MANOR, INC. PROCESS FOR REVIEWING FORM 990 IS AS FOLLOWS: 1) THE FINANCE STAFF REVIEWS THE RETURN FOR ACCURACY AND COMPLETENESS. 2) THE RETURN IS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL. 3) ONCE APPROVED BY THE FINANCE COMMITTEE, THE 990 IS RELEASED TO THE ENTIRE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO THE RETURN BEING FILED. | |
| CONFLICT OF INTEREST DISCLOSURE FORMS ARE DISTRIBUTED TO TRUSTEES AND MANAGEMENT STAFF ANNUALLY IN EARLY JUNE. THE COMPLETED FORMS ARE RETURNED TO HUMAN RESOURCES. A REPORT IS PREPARED SHOWING ALL CONFLICT OF INTEREST DISCLOSURES. THIS REPORT IS PRESENTED AT THE JULY MEETING OF THE AUDIT COMMITTEE. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, THOSE WITH WHOM THERE IS A CONFLICT ABSTAIN FROM BEING INVOLVED IN DISCUSSIONS AND/OR DECISIONS REGARDING THE CONFLICT. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE PRESIDENT/CEO'S PERFORMANCE IS REVIEWED ANNUALLY BY A COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES, THE HUMAN RESOURCES AND TRUSTEESHIP COMMITTEE. THE PRESIDENT/CEO PREPARES A COMPREHENSIVE REPORT SHOWING THE RESULTS OF HIS/HER WORK DURING THE PAST YEAR, AN ESTIMATE OF HOURS SPENT IN VARIOUS CATEGORIES OF HIS/HER JOB DESCRIPTION, AND GOALS FOR THE COMING YEAR. THIS REPORT IS REVIEWED BY THE HUMAN RESOURCES AND TRUSTEESHIP COMMITTEE, MANY MEMBERS OF WHICH ARE HUMAN RESOURCE PROFESSIONALS. THEY DETERMINE THE ONGOING COMPENSATION FOR THE PRESIDENT/CEO. THEY GIVE THIS INFORMATION TO THE VICE PRESIDENT FOR HUMAN RESOURCES, WHO THEN PROCESSES IT FOR PAYROLL. IN THE CASE OF A NEW CEO, A SEARCH FIRM IS USED TO NEGOTIATE SALARY AND BENEFITS DIRECTLY WITH THE CANDIDATE. THE SALARY IS NEGOTIATED TAKING INTO CONSIDERATION COMPARABLE SALARIES IN THE INDUSTRY TO DETERMINE A COMPENSATION PACKAGE WITHIN FAIR MARKET RANGE. A WRITTEN EMPLOYMENT CONTRACT IS USED TO DOCUMENT THE COMPENSATION PACKAGE AND THE PROCESS IS ALSO DOCUMENTED IN MINUTES DURING AN EXECUTIVE SESSION. COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER KEY EMPLOYEES IS DETERMINED BY THE CEO USING SIMILAR METHODS. SENIOR MANAGEMENT POSITIONS ARE PAID ACCORDING TO RESPONSIBILITY IN THE COMPANY, EXPERIENCE, CREDENTIALS, AND MANAGEMENT AND LEADERSHIP SKILLS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| OFFICER'S HOURS | WITHIN THEIR RESPECTIVE ROLES, JACLYN HARRIS AND WILLIAM A FISHER, III ALSO DEVOTE TIME TO RELATED ORGANIZATIONS. IT IS ESTIMATED THAT EACH WEEK, THESE EMPLOYEES DEVOTE THEIR TIME TO RELATED ORGANIZATIONS AS FOLLOWS: 8 HOURS TO FAIRHAVEN, INC 8 HOURS TO COPPER RIDGE, INC 8 HOURS TO WILLIAM HILL MANOR, INC 8 HOURS TO BUCKINGHAM'S CHOICE, INC 4 HOURS TO EPISCOPAL MINISTRIES TO THE AGING, INC 2 HOURS TO THE COPPER RIDGE INSTITUTE, INC 2 HOURS TO EMA HEALTH SERVICES, INC | FORM 990, PART VII, COLUMN B |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 321,841. NET ASSETS RELEASED FROM RESTRICTIO -114,677. NET ASSETS RELEASED RESTRICTIONS 114,677. UNREALIZED LOSS ON FMV OF INTEREST RATE SWAP -618,648. TOTAL TO FORM 990, PART XI, LINE 5: -296,807. | FORM 990, PART XI, LINE 5: |
| AUDIT OVERSIGHT: | THE AUDIT COMMITTEE REVIEWS THE DRAFTS OF THE AUDIT AND THE MANAGEMENT LETTER AND RECOMMENDS ACCEPTANCE OT THE FULL EMA BOARD. IN ADDITION, THE COMMITTEE REVIEWS THE MANAGEMENT RESPONSE TO THE MANAGEMENT LETTER AND ALSO REVIEWS RESPONSES TO CONFLICT OF INTEREST QUESTONNAIRES. THE AUDIT COMMITTEE CONSISTS OF BOARD MEMBERS. | FORM 990, PAGE 12, PART XI, LINE 2C |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| BUCKINGHAM'S CHOICE INC | ||||||||||
| 576 JOHNSVILLE ROAD | ELDERSBURG | MD | 21784 | 521929311 | OPERATES A NON-PROFIT HOME FOR THE AGING | MD | 501(C)(3) | 9 | N/A | 0 |
| EPISCOPAL MINISTRIES TO THE AGING INC | ||||||||||
| 576 JOHNSVILLE ROAD | ELDERSBURG | MD | 21784 | 521710891 | PROVIDES MANAGEMENT AND ADMINISTRATIVE SERVICES TO NON-PROFIT AFFILIATES | MD | 501(C)(3) | 9 | N/A | 0 |
| FAIRHAVEN INC | ||||||||||
| 576 JOHNSVILLE ROAD | ELDERSBURG | MD | 21784 | 237405177 | OPERATES NON-PROFIT HOMES FOR THE AGING | MD | 501(C)(3) | 9 | N/A | 0 |
| COPPER RIDGE INC | ||||||||||
| 576 JOHNSVILLE ROAD | ELDERSBURG | MD | 21784 | 521750659 | OPERATES A LONG-TERM CARE FACILITY | MD | 501(C)(3) | 9 | N/A | 0 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMA MANAGEMENT INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7200 THIRD AVENUE | AddressLine1 |
| City | SYKESVILLE | City |
| State | MD | State |
| ZIP Code | 21784 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521547917 | EIN |
| Primary Activity | SENIOR LIVING CONSULTING SERVICES | PrimaryActivity |
| Legal Domicile State | MD | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EPISCOPAL MINISTRIES TO THE AGING INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| 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 | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | 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 | 1 | 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 | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |