INSTITUTE FOR SENIOR LIVING OF: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- INSTITUTE FOR SENIOR LIVING OF (EIN 20-0904526)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-04-08
- IRS object ID
- 201140989349300419
- 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 | 2011-04-08T13:19:50-05:00 | 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 | Moore Stephens Lovelace PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14400 NW 77th Court Suite 306 | AddressLine1 |
| City | Miami Lakes | City |
| State | FL | State |
| ZIP Code | 330161507 | 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 | 200904526 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Institute for Senior Living of Florida Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | INST | NameControl |
| Phone | 5618017600 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1675 Palm Beach Lakes Blvd No 900 | AddressLine1 |
| City | West Palm Beach | City |
| State | FL | State |
| ZIP Code | 33401 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Harry Dillon Madonna | Name |
| Title | President | Title |
| Phone | 5618017600 | Phone |
| Date Signed | 2011-04-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Karin E Vickers | Name |
| Phone | 3058199555 | Phone |
| 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 | Harry Dillon Madonna | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Two Bala Cynwyd Plaza Suite 300 | AddressLine1 |
| City | Bala Cynwyd | City |
| State | PA | State |
| ZIP Code | 19004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 41583958 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2004 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | The entity is organized and operated for the provision of short and long-term stays offering post acute and rehabilitation services. The organization provides these services by providing room and board, nursing services, healthcare, therapy, resident services and security at an afforable cost. The organization strives to provide open, diverse, and caring environments for residents, family members and staff. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 862 | TotalNbrEmployees |
| Total Nbr Volunteers | 24 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1579 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 38947329 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 41582336 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 427 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1622 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 38949335 | TotalRevenuePriorYear |
| Total Revenue Current Year | 41583958 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 12750 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 15105113 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16693088 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 21831861 | OtherExpensePriorYear |
| Other Expenses Current Year | 23260087 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 36936974 | TotalExpensesPriorYear |
| Total Expenses Current Year | 39965925 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2012361 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1618033 | RevenuesLessExpensesCY |
| Total Assets BOY | 8829975 | TotalAssetsBOY |
| Total Assets EOY | 11363996 | TotalAssetsEOY |
| Total Liabilities BOY | 4201511 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5117499 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4628464 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6246497 | NetAssetsOrFundBalancesEOY |
| Mission Description | The entity is organized and operated for the provision of short and long-term stays offering post acute and rehabilitation services. The organization provides these services by providing room and board, nursing services, healthcare, therapy, resident services, and security at an afforable cost. The organization strives to provide open, diverse and caring environments for residents, family members and staff. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 33728997 | Expense |
| Revenue | 41582336 | Revenue |
| Description | The organization provides numerous activities and programs incorporating and promoting family activities and involvement with residents and staff. These activities promote a normalized care environment. | Description |
| Total Program Service Expense | 33728997 | 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 | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | 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 | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | 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 | 218 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 862 | 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 |
| Nbr Voting Governing Body Members | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | 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 | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Fiscal Services Group LLC CO John Brannan | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4149088000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 West Michigan Street 9th Floor | AddressLine1 |
| City | Milwaukee | City |
| State | WI | State |
| ZIP Code | 53203 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (5 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| Harry Dillon Madonna | ||||||
| President | 10.00 | X | X | 30955 | 0 | 0 |
| Nate Dudley | ||||||
| Director | 1.00 | X | 8000 | 0 | 0 | |
| Howard Jaffe | ||||||
| Director | 1.00 | X | 8000 | 0 | 0 | |
| Penny Richmond | ||||||
| Director | 1.00 | X | 8000 | 0 | 0 | |
| Brian M Wyatt | ||||||
| Director | 1.00 | X | 8000 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 62955 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | 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 |
|---|---|---|---|---|---|
| Aegis Therapies Inc | |||||
| PO Box 8103 | Fort Smith | AR | 72902 | Physical Therapy | 2600251 |
| Healthcare Services Group Inc | |||||
| 3220 Tillman Drive Ste 300 | Bensalem | PA | 19020 | Housekeeping and Laundry | 1081681 |
| Peoplefirst Rehabilitation | |||||
| PO Box 277365 | Atlanta | GA | 30384 | Rehabilitation | 1026489 |
| Anu Health Management LLC | |||||
| 1675 Palm Beach Lakes Blvd Ste 9 | West Palm Beach | FL | 33401 | Management | 504425 |
| Epona Health Management LLC | |||||
| 1675 Palm Beach Lakes Blvd Ste 9 | West Palm Beach | FL | 33401 | Management | 482190 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 7 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Resident Service Reven | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 41582336 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41582336 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 41582336 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1622 | TotalRevenueColumn |
| Exclusion | $1,622 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41583958 | TotalRevenueColumn |
| Related Or Exempt Function Income | 41582336 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,622 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12750 | Total |
| Program Services | 12750 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62955 | Total |
| Management And General | 62955 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14561519 | Total |
| Program Services | 13170865 | ProgramServices |
| Management And General | 1390654 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 853861 | Total |
| Program Services | 650586 | ProgramServices |
| Management And General | 203275 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1214753 | Total |
| Program Services | 1096629 | ProgramServices |
| Management And General | 118124 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1633041 | Total |
| Program Services | 1633041 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80072 | Total |
| Management And General | 80072 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43537 | Total |
| Management And General | 43537 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 78446 | Total |
| Program Services | 4723 | ProgramServices |
| Management And General | 73723 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7140743 | Total |
| Program Services | 7140743 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75017 | Total |
| Program Services | 5032 | ProgramServices |
| Management And General | 69985 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6006 | Total |
| Program Services | 209 | ProgramServices |
| Management And General | 5797 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40339 | Total |
| Program Services | 40339 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 475276 | Total |
| Program Services | 475276 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 691270 | Total |
| Program Services | 322187 | ProgramServices |
| Management And General | 369083 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Contracted services | 5957821 | 4377890 | 1579931 |
| Pharmacy | 1589730 | 1589730 | |
| Bad debts | 1525533 | 1525533 | |
| Food | 1168670 | 1152532 | 16138 |
| Equipment rental | 1123786 | 1063222 | 60564 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1630800 | Total |
| Program Services | 993243 | ProgramServices |
| Management And General | 637557 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39965925 | Total |
| Program Services | 33728997 | ProgramServices |
| Management And General | 6236928 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 185300 | BOY |
| EOY | 2395883 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3351199 | BOY |
| EOY | 3596049 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 590974 | BOY |
| EOY | 185852 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4451169 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1318898 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3265783 | BOY |
| EOY | 3132271 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1436719 | BOY |
| EOY | 2053941 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8829975 | BOY |
| EOY | 11363996 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3975013 | BOY |
| EOY | 5117499 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 226498 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4201511 | BOY |
| EOY | 5117499 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4628464 | BOY |
| EOY | 6246497 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4628464 | BOY |
| EOY | 6246497 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8829975 | BOY |
| EOY | 11363996 | 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 | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 1579 | CurrentTaxYearMinus1Year |
| Total | 1579 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35320095 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35710393 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37226852 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38947329 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41582336 | CurrentTaxYear |
| Total | 188787005 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35320095 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35710393 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37226852 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38948908 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41582336 | CurrentTaxYear |
| Total | 188788584 | 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 | 188788584 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2395 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5625 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13067 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 427 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1622 | CurrentTaxYear |
| Total | 23136 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2395 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5625 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13067 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 427 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1622 | CurrentTaxYear |
| Total | 23136 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35322490 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 35716018 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 37239919 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38949335 | CurrentTaxYearMinus1Year |
| Current Tax Year | 41583958 | CurrentTaxYear |
| Total | 188811720 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.99990 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 1.00000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00010 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 1 | AgentTrusteeEtc |
| Beginning Balance | 64000 | BeginningBalance |
| Additions During Year | 2989 | AdditionsDuringYear |
| Ending Balance | 66989 | EndingBalance |
| Included On FS | 0 | IncludedOnFS |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3931345 | OtherCostOrOtherBasis |
| Depreciation | 1159790 | Depreciation |
| Book Value | 2771555 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 433933 | OtherCostOrOtherBasis |
| Depreciation | 145596 | Depreciation |
| Book Value | 288337 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 85891 | OtherCostOrOtherBasis |
| Depreciation | 13512 | Depreciation |
| Book Value | 72379 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3132271 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Assets whose use is limited | 1590171 |
| Deposits | 16906 |
| Amounts held by lender - revolving credit | 228864 |
| Estimated third-party payor settlements, net | 218000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2053941 | TotalBookValueOtherAssets |
| Total Revenue | 41583958 | TotalRevenue |
| Total Expenses | 39965925 | TotalExpenses |
| Excess Or Deficit For Year | 1618033 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 1618033 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 41580806 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 41580806 | RevenueSubtotal |
| Other Revenues Not Included | 3152 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3152 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 41583958 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 39962773 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 39962773 | ExpensesSubtotal |
| Other Expenses Not Included | 3152 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3152 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 39965925 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Part IV, Line 1b: | The organization offers cash management services to its residents. These funds remain the sole property of the residents and are disbursed as requested. The organization acts only as a custodian. |
| Part XII, Line 4b - Other Adjustments: | Medicare A revenue included on the financial statements as an expense: 3152. |
| Part XIII, Line 4b - Other Adjustments: | Medicare A revenue included on the financial statements as an expense: 3152. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Florida Health Care Association | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 307 West Park Avenue | AddressLine1 |
| City | Tallahassee | City |
| State | FL | State |
| ZIP Code | 32301 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 591229583 | EINOfRecipient |
| IRC Section | 501(c)(6) | IRCSection |
| Amount Of Cash Grant | 12500 | AmountOfCashGrant |
| Purpose Of Grant | Contribution | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: The managing agent of the organization, Airamid Health Management,LLC, is on the Steering Committee of the Florida Healthcare Association (FHCA). The organization has asked FHCA to notify them as to what the grant money is being used for before the funds are spent. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mature Care Insurance Co | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | An entity of which a current officer/director serves as a director. | Relationship |
| Amount Of Transaction | 256444 | AmountOfTransaction |
| Description Of Transaction | Ins. Prems. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Form 990, Part VI, Section A, line 8b | There are no committees with the authority to act on behalf of the governing body. | |
| Form 990, Part VI, Section B, line 11 | The Form 990 is reviewed by the Board President and the management company. The return is provided to all voting board members before it is filed with the IRS. | |
| Form 990, Part VI, Section B, line 12c | The organizations conflict of interest policy is contained in the employee handbook. The organization is currently in the process of drafting and implementing a policy for the company board and officers. The policy is expected to be adopted and implemented by 6/30/11. | |
| Form 990, Part VI, Section B, line 15 | The Board of Directors has the authority to fix the compensation of the organization's Executive Director as well as other officers and key employees. The compensation levels are set based on consultation with the management company. All parties are independent with respect to the compensation decisions. Compensation levels are set based on current market conditions, the economy and funding sources. | |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents and financial statements available to the public upon request. | |
| Form 990, Part XI, Line 2c | The responsibility for oversight of the audit and selection of an independent accountant is assumed by the governing body. This process has not changed in any way from the prior year. | Oversight of Audit and Selection of Independent Accountant: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| ISLF Deerwood Place - Jacksonville LLC | |||||||
| 1675 Palm Beach Lakes Blvd 900 | West Palm Beach | FL | 33401 | 209083025 | Nursing Home, Elderly Care | FL | N/A |
| ISLF Regents Park - Winter Park LLC | |||||||
| 1675 Palm Beach Lakes Blvd 900 | West Palm Beach | FL | 33401 | 200983133 | Nursing Home, Elderly Care | FL | N/A |
| ISLF Westchester of Sunrise LLC | |||||||
| 1675 Palm Beach Lakes Blvd 900 | WEst Palm Beach | FL | 33401 | 200983159 | nursing Home, Elderly Care | FL | N/A |