CAROLINE FOUNDATION INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- CAROLINE FOUNDATION INC (EIN 52-0906348)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-15
- IRS object ID
- 201140469349300929
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-15T10:54:22-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Glass Jacobson PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10711 Red Run Blvd Suite 101 | AddressLine1 |
| City | Owings Mills | City |
| State | MD | State |
| ZIP Code | 21117 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 520906348 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Caroline Nursing Home Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARO | NameControl |
| Phone | 4104792130 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 Kerr Avenue | AddressLine1 |
| City | Denton | City |
| State | MD | State |
| ZIP Code | 21629 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Shari Blades | Name |
| Title | Administrator | Title |
| Phone | 4104792130 | Phone |
| Date Signed | 2011-02-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Patrick Trotta | Name |
| Phone | 4103561000 | Phone |
| Date Prepared | 2011-02-05 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Shari Blades | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 Kerr Avenue | AddressLine1 |
| City | Denton | City |
| State | MD | State |
| ZIP Code | 21629 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 7351603 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.carolinenursing.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1967 | YearFormation |
| State Legal Domicile | MD | StateLegalDomicile |
| Activity Or Mission Description | Nursing care for the sick, elderly and physically handicapped. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 188 | TotalNbrEmployees |
| Total Nbr Volunteers | 80 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 11146 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1264 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7084283 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 7258008 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 46287 | InvestmentIncomePriorYear |
| Investment Income Current Year | 26237 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 32431 | OtherRevenuePriorYear |
| Other Revenue Current Year | 41594 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7174147 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7327103 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4367916 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 4826220 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2515243 | OtherExpensePriorYear |
| Other Expenses Current Year | 2506107 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 6883159 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7332327 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 290988 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -5224 | RevenuesLessExpensesCY |
| Total Assets BOY | 7927714 | TotalAssetsBOY |
| Total Assets EOY | 7882864 | TotalAssetsEOY |
| Total Liabilities BOY | 1750958 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1711331 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6176756 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6171533 | NetAssetsOrFundBalancesEOY |
| Mission Description | Nursing care for the sick, elderly and physically handicapped. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6825112 | Expense |
| Revenue | 7294102 | Revenue |
| Description | Nursing care for the sick, elderly and physically handicapped. | Description |
| Total Program Service Expense | 6825112 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | 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 |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 5 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 188 | 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 |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | 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 | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 0 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 0 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MD | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shari Payne Blades | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4104792130 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 Kerr Ave | AddressLine1 |
| City | Denton | City |
| State | MD | State |
| ZIP Code | 21629 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (13 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| William Eaton | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Berl Lovelace | ||||||
| Secretary | 1.00 | X | 0 | 0 | 0 | |
| Charles Planner | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| George Sands | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Nicholas Schwechtje | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Jack Wegener | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Robert Jarrell | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Rev George Fisher | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Sara Jane Davidson | ||||||
| Director | 1.00 | X | 0 | 0 | 0 | |
| Joseph Weaver | ||||||
| Vice President | 1.00 | 0 | 0 | 0 | X | |
| Charles Davis | ||||||
| Treasurer | 1.00 | 0 | 0 | 0 | X | |
| Joann Staples | ||||||
| President | 1.00 | 0 | 0 | 0 | X | |
| Shari Blades | ||||||
| Administrator | 45.00 | 109515 | 7181 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 109515 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 7181 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | 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 |
|---|---|---|---|---|---|
| United Healthcare Insurance Co | |||||
| Dept CH 10151 | Palatine | IL | 60055 | Health Insurance | 461127 |
| Sundance Rehabilitation | |||||
| 6549 Payshere Circle | Chicago | IL | 60674 | Therapy Rehabilitation | 397482 |
| Sysco | |||||
| PO Box 477 | Pocomoke | MD | 21851 | Food Supplies | 248144 |
| Key Risk Insurance Company | |||||
| PO Box 18746 | Greensboro | NC | 27419 | Workers Compensation Insurance | 140037 |
| Direct Energy | |||||
| PO Box 643249 | Pittsburgh | PA | 15264 | Electric Service Provider | 103550 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
| All Other Contributions | 1264 | AllOtherContributions |
| Total Contributions | 1264 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Program services | 623000 | 6241887 | 6241887 |
| Medicare/medicaid paym | 623000 | 1016121 | 1016121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 7258008 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31737 | TotalRevenueColumn |
| Exclusion | $31,737 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 19000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 24500 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -5500 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -5500 | TotalRevenueColumn |
| Related Or Exempt Function Income | -5500 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Barber & beauty | 623000 | 15690 | 15690 |
| Contract services | 623000 | 14983 | 14983 |
| Miscellaneous | 623000 | 7184 | 7184 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3737 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3737 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 41594 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7327103 | TotalRevenueColumn |
| Related Or Exempt Function Income | 7294102 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $31,737 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3886187 | Total |
| Program Services | 3886187 | ProgramServices |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90562 | Total |
| Program Services | 90562 | ProgramServices |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 432510 | Total |
| Program Services | 432510 | ProgramServices |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 416961 | Total |
| Program Services | 416961 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30536 | Total |
| Management And General | 30536 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16500 | Total |
| Management And General | 16500 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50127 | Total |
| Management And General | 50127 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 315268 | Total |
| Program Services | 287684 | ProgramServices |
| Management And General | 27584 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12491 | Total |
| Management And General | 12491 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2488 | Total |
| Program Services | 2488 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 229953 | Total |
| Program Services | 229953 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72631 | Total |
| Program Services | 72631 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Ancillary | 571929 | 571929 | |
| Contracted services | 312203 | 175684 | 136519 |
| Food | 245072 | 245072 | |
| Utilities | 223216 | 223216 | |
| Medicaid qa assessment | 190858 | 190858 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 232835 | Total |
| Program Services | 190235 | ProgramServices |
| Management And General | 42600 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7332327 | Total |
| Program Services | 6825112 | ProgramServices |
| Management And General | 507215 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 624404 | BOY |
| EOY | 474883 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14967 | BOY |
| EOY | 13635 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 730229 | BOY |
| EOY | 723881 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1203 | BOY |
| EOY | 610 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 7302681 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 4125058 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3142237 | BOY |
| EOY | 3177623 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1844930 | BOY |
| EOY | 1844930 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1569744 | BOY |
| EOY | 1647302 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7927714 | BOY |
| EOY | 7882864 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 534563 | BOY |
| EOY | 522012 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1125182 | BOY |
| EOY | 1074079 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 91213 | BOY |
| EOY | 115240 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1750958 | BOY |
| EOY | 1711331 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6166756 | BOY |
| EOY | 6162752 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10000 | BOY |
| EOY | 8781 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6176756 | BOY |
| EOY | 6171533 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7927714 | BOY |
| EOY | 7882864 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 0 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1492 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3089 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21907 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 11146 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1264 | CurrentTaxYear |
| Total | 38898 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5888341 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5960490 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6371669 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7084283 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7258008 | CurrentTaxYear |
| Total | 32562791 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5889833 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5963579 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6393576 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7095429 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7259272 | CurrentTaxYear |
| Total | 32601689 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | 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) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 32601689 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24631 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49993 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46287 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26237 | CurrentTaxYear |
| Total | 180936 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 24631 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 49993 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 46287 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26237 | CurrentTaxYear |
| Total | 180936 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 44471 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 30563 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36597 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 32431 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41594 | CurrentTaxYear |
| Total | 185656 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 5958935 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6027930 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6480166 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7174147 | CurrentTaxYearMinus1Year |
| Current Tax Year | 7327103 | CurrentTaxYear |
| Total | 32968281 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98890 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98020 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00550 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00500 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 545362 | InvestmentCostOrOtherBasis |
| Book Value | 545362 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 5160824 | InvestmentCostOrOtherBasis |
| Depreciation | 2883425 | Depreciation |
| Book Value | 2277399 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 137324 | InvestmentCostOrOtherBasis |
| Depreciation | 35331 | Depreciation |
| Book Value | 101993 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1459171 | InvestmentCostOrOtherBasis |
| Depreciation | 1206302 | Depreciation |
| Book Value | 252869 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3177623 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Investment in related entity | Description |
| Book Value | 1844930 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 1844930 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Bond issuance costs | 38573 |
| Due from third party payor | 130000 |
| Resident funds | 12560 |
| Other investments-long term | 801431 |
| PSB cd for md unemployment | 664738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1647302 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Resident trust liability | $12,560 |
| Due to third party payor | $76,662 |
| Accumulated amortization | $16,192 |
| Due to related party | $9,826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 115240 | TotalOfAmounts |
| Total Revenue | 7327103 | TotalRevenue |
| Total Expenses | 7332327 | TotalExpenses |
| Excess Or Deficit For Year | -5224 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -5224 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 7321683 | TotRevenueEtcAuditedFinclStmt |
| Other Revenues | -5420 | OtherRevenues |
| Revenue Not Rptd F990 | -5420 | RevenueNotRptdF990 |
| Revenue Subtotal | 7327103 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7327103 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7326906 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -5421 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -5421 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7332327 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7332327 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part XII, Line 2d - Other Adjustments: | Miscellaneous |
| Part XIII, Line 2d - Other Adjustments: | Miscellaneous |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shari Blades | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 104300 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 6839 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 5215 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 342 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 109515 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 7181 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | The for 990 is reviewed by the board prior to filing. |
| Form 990, Part VI, Section B, line 15a | An independent consultant is utilized along with the compensation guidelines for the Maryland Medicaid program. |
| Form 990, Part VI, Section C, line 19 | ALL REQUIRED DOCUMENTS ARE MADE AVAILABLE ON OUR OWN WEBSITE AND UPON REQUEST. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|
| THE GABLES AT CAROLINE INC | ||||||||
| 520 KERR AVE | DENTON | MD | 21629 | 522130279 | ASSISTED LIVING FOR THE ELDERLY AND HANDICAPPED | MD | 501(c)(3) | Public |
| THE CAROLINE FOUNDATION INC | ||||||||
| 520 KERR AVE | DENTON | MD | 21629 | 522043510 | SUPPORTING ORGANIZATION FOR RELATED ENTITIES | MD | 501(c)(3) | Public |
| 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 | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |