MORNINGSIDE HOUSE NURSING HOME: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- MORNINGSIDE HOUSE NURSING HOME (EIN 23-7176564)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-12
- IRS object ID
- 201142289349300644
- Schema version
- 2010v3.2
- 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 | 2011-08-12T12:59:50-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOEB & TROPER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 655 THIRD AVENUE 12TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | 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 | 237176564 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORNINGSIDE HOUSE NURSING HOME COMPANY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | MORN | NameControl |
| Phone | 7184097917 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PELHAM PARKWAY | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10461 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DR WILLIAM T SMITH | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 7184097917 | Phone |
| Date Signed | 2011-08-11 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | FREDERICK H ROTHMAN | Name |
| Phone | 2128674000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | WILLIAM T SMITH PHD | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PELHAM PARKWAY | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10461 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 54763723 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.AIAMSH.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1972 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | SKILLED NURSING FACILITY AND OUTPATIENT SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 616 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 51200 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4384284 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 55217006 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 49338406 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 17812 | InvestmentIncomePriorYear |
| Investment Income Current Year | 6476 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1099373 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1034557 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 56385391 | TotalRevenuePriorYear |
| Total Revenue Current Year | 54763723 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 33061759 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 32711383 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 22872925 | OtherExpensePriorYear |
| Other Expenses Current Year | 22342938 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 55934684 | TotalExpensesPriorYear |
| Total Expenses Current Year | 55054321 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 450707 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -290598 | RevenuesLessExpensesCY |
| Total Assets BOY | 26124634 | TotalAssetsBOY |
| Total Assets EOY | 24841587 | TotalAssetsEOY |
| Total Liabilities BOY | 20797775 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 19805326 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5326859 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5036261 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE A CONTINUM OF HEALTH CARE (INCLUDING SPECIALIZED CARE), SOCIAL FACILITIES, PROGRAMS AND SERVICES FOR AN AGING POPULATION. TO PROVIDE INNOVATIVE PROGRAMS DEDICATED TO IMPROVING THE QUALITY OF HEALTH CARE AND SOCIAL SERVICES TO ASSURE MAXIMUM INDEPENDENCE OF OLDER PERSONS. TO TAKE LEADERSHIP POSITION TO AFFECT POSITIVE PUBLIC AWARENESS AND PUBLIC POLICY FOR MATTERS RELATING TO AGING. TO INSURE THE ORGANIZATIONS LONG-TERM FINANCIAL HEALTH AND INFLUENCE PUBLIC FUNDING FOR SOLUTIONS TO PROBLEMS OF AGING. TO PROVIDE AN EMPLOYMENT ENVIRONMENT WHICH FOSTERS PROFESSIONAL EXCELLENCE AT ALL LEVELS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 36119502 | Expense |
| Revenue | 37618616 | Revenue |
| Description | SKILLED NURSING FACILITY:MORNINGSIDE HOUSE IS A 370 BED SKILLED NURSING AND REHABILITATION FACILITY PROVIDING SPECIALIZED MEDICAL, NURSING AND REHABILITATION SERVICES. IN 2010, MORNINGSIDE HOUSE PROVIDED MORE THAN 125,000 DAYS OF CARE TO OVER 1,600 PATIENTS. IN ADDITION, THE FACILITY SPONSORED NUMEROUS PROGRAMS THAT PROMOTE AND IMPROVE HEALTH, FACILITATE ACCESS TO CARE, NURTURE INNOVATION, AND HELP TO PREPARE FUTURE LEADERS IN THE FIELD OF AGING SERVICES. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7756681 | Expense |
| Revenue | 9419643 | Revenue |
| Description | LONG TERM HOME HEALTH CARE:MORNINGSIDE HOUSE OPERATES A LONG TERM HOME HEALTH CARE PROGRAM SERVING THE FRAIL ELDERLY AND CHRONICALLY ILL ADULTS. THE PROGRAM IN THE BRONX SERVES 300 CLIENTS AND IS SEEKING TO EXPAND SERVICE TO AN ADDITIONAL 100 CLIENTS TO MEET THE EVER INCREASING SERVICE NEEDS OF THE HOMEBOUND ELDERLY IN OUR COMMUNITIES. THE PROGRAM PROVIDED ALMOST ONE HALF MILLION SERVICE HOUR VISITS TO THE LOW-INCOME CLIENTS SERVICED BY THE PROGRAM IN 2010. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1818086 | Expense |
| Revenue | 2300147 | Revenue |
| Description | ALZHEIMER'S ADULT DAY CARE:MORNINGSIDE HOUSE PROVIDES SIX-DAY-PER-WEEK ADULT DAY HEALTH CARE PROGRAMS IN TWO LOCATIONS FOR THOSE SUFFERING FROM ALZHEIMER'S AND RELATED DEMENTIAS. THE PROGRAMS OFFER CLIENTS THERAPEUTIC ACTIVITIES WHICH ENCOURAGE STIMULATION, ENJOYMENT, AND INTERACTION WHILE MANAGING AND COORDINATING THEIR INDIVIDUAL MEDICAL AND NURSING CARE NEEDS. IN 2010, OVER 23,000 PROGRAM SESSIONS WERE PROVIDED TO REGISTRANTS IN BRONX AND WESTCHESTER COUNTIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 45694269 | 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | 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 | 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 |
| 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 | 68 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 616 | 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 | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | 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 | 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 | NY | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSANNA NARDONE CONTROLLER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 7184097917 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 PELHAM PARKWAY | AddressLine1 |
| City | BRONX | City |
| State | NY | State |
| ZIP Code | 10461 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ALEXANDER HOOD | |||||||
| CHAIR | 1.00 | X | X | 0 | 0 | 0 | |
| KATHARINE M WEISS | |||||||
| VICE CHAIR/TREASURER | 1.00 | X | X | 0 | 0 | 0 | |
| JOHN W HEALEY STD | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| DR LYNN M TEPPER | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| MR NEAL BAUMANN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD H ALTIERI PHD | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| THE HON JEFFREY KLEIN | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DONALD T KIRBY | |||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | ||
| DR WILLIAM T SMITH | |||||||
| PRESIDENT/CEO | 31.60 | X | 580300 | 52943 | 57299 | ||
| LINDA MARTIN | |||||||
| EXECUTIVE VICE PRESIDENT | 31.30 | X | 232258 | 23794 | 57117 | ||
| MITCHELL DEFRIN | |||||||
| CHIEF FINANCIAL OFFICER | 31.00 | X | 170008 | 19134 | 46777 | ||
| MARY JANET BALBONA | |||||||
| REGISTERED NURSE | 37.50 | 146283 | 0 | 0 | X | ||
| BEVERLY WELCH | |||||||
| REGISTERED NURSE | 37.50 | 148710 | 0 | 0 | X | ||
| LEILANI ALMANZA | |||||||
| REGISTERED NURSE | 37.50 | 156428 | 0 | 0 | X | ||
| MICHAEL IRWIN | |||||||
| VP MEDICAL SERVICES | 37.50 | 184133 | 0 | 36213 | X | ||
| SALLY MARTIN | |||||||
| CHIEF NURSING OFFICER | 37.50 | 152003 | 0 | 25365 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1770123 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 95871 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 222771 | TotalOtherCompensation |
| Number Individuals GT100 K | 8 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AMAZING HOME CARE | |||||
| 1601 BRONXDALE AVE | BRONX | NY | 10462 | HOME HEALTH AIDES | 490325 |
| UNITEX TEXTILE RENTAL | |||||
| 161 S MACQUESTEN PARKWAY | MT VERNON | NY | 10550 | LAUNDRY | 330942 |
| ALLEN HEALTHCARE SERVICES INC | |||||
| 175-20 HILLSIDE AVE | JAMAICA | NY | 11432 | HOME HEALTH AIDES | 252033 |
| RCM TECHNOLOGIES | |||||
| PO BOX 777-W0570 | PHILADELPHIA | PA | 19175 | AGENCY STAFFING | 251370 |
| HEART TO HEART HOME CARE | |||||
| 395 PEARL STREET | BROOKLYN | NY | 11201 | HOME HEALTH AIDES | 160438 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Related Organizations | 4360000 | RelatedOrganizations |
| All Other Contributions | 24284 | AllOtherContributions |
| Total Contributions | 4384284 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENTS | 623000 | 37618616 | 37618616 |
| LONG-TERM HOME HEALTH | 621610 | 9419643 | 9419643 |
| NON-OCCUPANT PROGRAM | 621400 | 2300147 | 2300147 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 49338406 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6476 | TotalRevenueColumn |
| Exclusion | $6,476 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| REIMBURSED SALARIES | 561000 | 989349 | $989,349 |
| CAFETERIA | 623990 | 38107 | $38,107 |
| REBATE INCENTIVES | 900099 | 3762 | $3,762 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3339 | TotalRevenueColumn |
| Exclusion | $3,339 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1034557 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 54763723 | TotalRevenueColumn |
| Related Or Exempt Function Income | 49338406 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,041,033 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1078928 | Total |
| Program Services | 112893 | ProgramServices |
| Management And General | 966035 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22607970 | Total |
| Program Services | 19147325 | ProgramServices |
| Management And General | 3460645 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1548591 | Total |
| Program Services | 1409971 | ProgramServices |
| Management And General | 138620 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5647994 | Total |
| Program Services | 4754107 | ProgramServices |
| Management And General | 893887 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1827900 | Total |
| Program Services | 1504787 | ProgramServices |
| Management And General | 323113 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 161071 | Total |
| Program Services | 132599 | ProgramServices |
| Management And General | 28472 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111153 | Total |
| Management And General | 111153 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94756 | Total |
| Management And General | 94756 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4347 | Total |
| Management And General | 4347 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2042 | Total |
| Management And General | 2042 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9311038 | Total |
| Program Services | 7668730 | ProgramServices |
| Management And General | 1642308 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51044 | Total |
| Program Services | 42021 | ProgramServices |
| Management And General | 9023 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3237699 | Total |
| Program Services | 3059002 | ProgramServices |
| Management And General | 178697 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1894546 | Total |
| Program Services | 1559652 | ProgramServices |
| Management And General | 334894 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67009 | Total |
| Program Services | 55164 | ProgramServices |
| Management And General | 11845 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36087 | Total |
| Program Services | 29708 | ProgramServices |
| Management And General | 6379 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1384242 | Total |
| Program Services | 1139553 | ProgramServices |
| Management And General | 244689 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 798823 | Total |
| Program Services | 657617 | ProgramServices |
| Management And General | 141206 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| ASSESSMENT | 1801208 | 1482813 | 318395 |
| BAD DEBT | 1733811 | 1427330 | 306481 |
| PATIENT FOOD | 844719 | 844719 | |
| MISCELLANEOUS EXPENSE | 728152 | 599439 | 128713 |
| DUES | 81191 | 66839 | 14352 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55054321 | Total |
| Program Services | 45694269 | ProgramServices |
| Management And General | 9360052 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1093206 | BOY |
| EOY | 491308 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1323552 | BOY |
| EOY | 1435029 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7520423 | BOY |
| EOY | 9162876 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40201 | BOY |
| EOY | 36074 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 544443 | BOY |
| EOY | 479421 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40696532 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 32188003 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9171111 | BOY |
| EOY | 8508529 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1048789 | BOY |
| EOY | 144930 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5382909 | BOY |
| EOY | 4583420 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26124634 | BOY |
| EOY | 24841587 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9879353 | BOY |
| EOY | 10188661 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2550414 | BOY |
| EOY | 2080414 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1677391 | BOY |
| EOY | 2770643 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6690617 | BOY |
| EOY | 4765608 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20797775 | BOY |
| EOY | 19805326 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5270923 | BOY |
| EOY | 4980325 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14936 | BOY |
| EOY | 14936 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41000 | BOY |
| EOY | 41000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5326859 | BOY |
| EOY | 5036261 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26124634 | BOY |
| EOY | 24841587 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | -290598 | ReconcilationRevenueExpenses |
| 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 | 62258 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 308075 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 57984 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 51200 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4384284 | CurrentTaxYear |
| Total | 4863801 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52387962 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 53981035 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 55976269 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55217006 | CurrentTaxYearMinus1Year |
| Current Tax Year | 49338406 | CurrentTaxYear |
| Total | 266900678 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 52450220 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 54289110 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 56034253 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 55268206 | CurrentTaxYearMinus1Year |
| Current Tax Year | 53722690 | CurrentTaxYear |
| Total | 271764479 | 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 | 271764479 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 84460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 183369 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 119269 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17812 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6476 | CurrentTaxYear |
| Total | 411386 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 84460 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 183369 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 119269 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 17812 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6476 | CurrentTaxYear |
| Total | 411386 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 779703 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 995663 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1341192 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1099373 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1034557 | CurrentTaxYear |
| Total | 5250488 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 53314383 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 55468142 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 57494714 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 56385391 | CurrentTaxYearMinus1Year |
| Current Tax Year | 54763723 | CurrentTaxYear |
| Total | 277426353 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.97960 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97780 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00150 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00220 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME INSURANCE RECOVERY REBATE INCENTIVES VENDING INCOME CAFETERIA REIMBURSED SALARIES | 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 | $4,347 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 4347 | 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 | PORTION OF MEMBERSHIP DUES ASSOCIATED WITH LOBBYING ACTIVITIES. | Explanation |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 430000 | OtherCostOrOtherBasis |
| Book Value | 430000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13898888 | OtherCostOrOtherBasis |
| Depreciation | 11698685 | Depreciation |
| Book Value | 2200203 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 26000564 | OtherCostOrOtherBasis |
| Depreciation | 20489318 | Depreciation |
| Book Value | 5511246 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 367080 | OtherCostOrOtherBasis |
| Book Value | 367080 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 8508529 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DUE FROM MORNINGSIDE AT HOME, INC. | 1693535 |
| DUE FROM AGING IN AMERICA COMMUNITY SERVICES, INC. | 839545 |
| DUE FROM METHODIST RETIREMENT COMMUNITY DEVELOPMENT CORPORATION | 1629546 |
| ESTIMATED AMOUNT DUE FROM THIRD PARTIES | 420794 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4583420 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| RESIDENT FUNDS | $273,522 |
| ESTIMATED AMOUNT DUE TO THIRD PARTIES | $4,013,134 |
| CAPITAL LEASES PAYABLE | $136,053 |
| DUE TO AGING IN AMERICA, INC. | $342,899 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4765608 | TotalOfAmounts |
| Total Revenue | 54763723 | TotalRevenue |
| Total Expenses | 55054321 | TotalExpenses |
| Excess Or Deficit For Year | -290598 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -290598 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 54763723 | TotRevenueEtcAuditedFinclStmt |
| Revenue Not Rptd F990 | 0 | RevenueNotRptdF990 |
| Revenue Subtotal | 54763723 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 54763723 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 55054321 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 55054321 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 55054321 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | UNCERTAINTY IN INCOME TAXES - MSH HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PERIODS ENDING DECEMBER 31, 2007 AND SUBSEQUENT REMAIN SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR WILLIAM T SMITH | |||||||||||||
| 493403 | 52943 | 56158 | 0 | 30739 | 0 | 29934 | 2731 | 22574 | 2060 | 632808 | 57734 | 0 | 0 |
| LINDA MARTIN | |||||||||||||
| 204736 | 23794 | 0 | 0 | 27522 | 0 | 30440 | 3119 | 21369 | 2189 | 284067 | 29102 | 0 | 0 |
| MITCHELL DEFRIN | |||||||||||||
| 156760 | 19134 | 0 | 0 | 13248 | 0 | 23727 | 2670 | 18318 | 2062 | 212053 | 23866 | 0 | 0 |
| LEILANI ALMANZA | |||||||||||||
| 156428 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 156428 | 0 | 0 | 0 |
| MICHAEL IRWIN | |||||||||||||
| 161787 | 0 | 0 | 0 | 22346 | 0 | 11081 | 0 | 25132 | 0 | 220346 | 0 | 0 | 0 |
| SALLY MARTIN | |||||||||||||
| 125896 | 0 | 0 | 0 | 26107 | 0 | 16823 | 0 | 8542 | 0 | 177368 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | AGING IN AMERICA, INC. IS THE SOLE MEMBER OF MORNINGSIDE HOUSE NURSING HOME, INC. | |
| FORM 990, PART VI, SECTION A, LINE 7A | AGING IN AMERICA, INC. IS RESPONSIBLE FOR ELECTING THE MEMBERS OF THE GOVERNING BODY. | |
| FORM 990, PART VI, SECTION A, LINE 7B | SOME DECISIONS AND ACTIVITIES OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF AGING IN AMERICA, INC. AND OTHER DECISIONS AND ACTIVITIES OF THE GOVERNING BODY ARE SUBJECT TO THE APPROVAL OF THE FULL BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | ORGANIZATION RECEIVED DRAFT FROM THE TAX PREPARERS, TO REVIEW; COPIES WERE PREPARED FOR BOARD MEETING. THE BOARD AND FINANCE COMMITTEE MEMBERS REVIEWED AND COMMENTED ON DRAFT. THE ORGANIZATION RECEIVED COMMENTS FROM FINANCE COMMITTEE AND SENT THESE COMMENTS TO LOEB AND TROPER LLP FOR FINAL REVISIONS. THE ORGANIZATION RECEIVED THE FINAL FORM 990 FROM LOEB AND TROPER LLP AND FINAL REVIEW WAS PERFORMED BY CEO AND CFO. | |
| ALL EMPLOYEES, OFFICERS, AND DIRECTORS OF MORNINGSIDE HOUSE NURSING HOME COMPANY, INC. SHALL SCRUPULOUSLY AVOID AT ALL TIMES ANY CONFLICTS BETWEEN THEIR OWN PERSONAL INTERESTS AND THE INTERESTS OF MORNINGSIDE HOUSE NURSING HOME COMPANY, INC. EVERY EMPLOYEE, OFFICER, AND DIRECTOR OF MORNINGSIDE HOUSE NURSING HOME COMPANY, INC. IS EXPECTED: - TO BE LOYAL TO THE ORGANIZATION, - TO ACT IN THE BEST INTEREST OF THE ORGANIZATION - TO AVOID USING HIS OR HER POSITION FOR PERSONAL GAIN, AND - TO COMPLY WITH THIS CONFLICT OF INTEREST POLICY. A CONFLICT EXISTS, OR COULD EXIST, WHEN AN INDIVIDUAL'S PERSONAL ACTIVITIES OR FINANCIAL INTERESTS CREATE AN OBLIGATION OR SITUATION THAT MAY NEGATIVELY INFLUENCE OR AFFECT HIS/HER JUDGMENT IN THE PERFORMANCE OF HIS/HER DUTY. AN APPARENT CONFLICT IS AS HARMFUL TO THE ORGANIZATION AS AN ACTUAL CONFLICT, THEREFORE ALL CONFLICTS INCLUDING POTENTIAL, THEORETICAL AND REAL ONES, MUST BE DISCLOSED AND RESOLVED PROMPTLY. NOT ALL CONFLICTS CAN BE ANTICIPATED OR EASILY DESCRIBED. WE HAVE THEREFORE CONSTRUCTED AN ANNUAL QUESTIONNAIRE THAT PROBES GENERAL AND COMMON SITUATIONS THAT LEAD, OR COULD LEAD, TO THE DEVELOPMENT OF A CONFLICT. IT IS OUR INTENTION TO PROMPT CAREFUL CONSIDERATION OF SUCH SITUATIONS AND ENCOURAGE INDIVIDUALS COVERED BY THIS POLICY TO DISCLOSE ALL RELATIONSHIPS AND TRANSACTIONS (INCLUDING THOSE PROPOSED OR CONTEMPLATED) WITH VENDORS, SUPPLIERS, CONSULTANTS AND COMPETITORS. THERE IS AN AFFIRMATIVE AND CONTINUING OBLIGATION TO DISCLOSE ALL CONFLICTS THROUGHOUT THE YEAR. ANY REAL, POTENTIAL, OR APPARENT CONFLICT THAT ARISES AT ANY TIME DURING THE YEAR REQUIRES A NEW AND TIMELY DISCLOSURE. A COPY OF THIS STATEMENT SHALL BE FURNISHED TO EACH MANAGEMENT-LEVEL EMPLOYEE (JOB TITLES OF SUPERVISORS AND ABOVE), OFFICER, OR DIRECTOR WHO MAY HEREAFTER BECOME ASSOCIATED WITH MORNINGSIDE HOUSE NURSING HOME COMPANY, INC. | FORM 990, PART VI, SECTION B, LINE 12C | |
| A SALARY SEARCH IS CONDUCTED BY AN INDEPENDENT SOURCE. BOARD APPROVAL IS REQUIRED FOR CEO'S SALARY. THESE TWO PROCEDURES ARE PERFORMED ANNUALLY; THE SALARY SEARCH WAS PERFORMED IN 2007. | FORM 990, PART VI, SECTION B, LINE 15 | |
| THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. | FORM 990, PART XII, LINE 2C: | |
| HOURS WORKED FROM RELATED ORGANIZATIONS | DR. WILLIAM T. SMITH - 5.9 LINDA MARTIN - 6.2 MITCHELL DEFRIN - 6.5 | FORM 990, PART VII: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 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 | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AGING IN AMERICA INC | |||||||||||
| 1000 PELHAM PARKWAY | BRONX | NY | 10461 | 136126508 | CONTINUM HEALTHCARE FOR ELDERLY | NY | 501(C)(3) | 9 | N/A | 0 | |
| AGING IN AMERICA COMMUNITY SERVICES INC | |||||||||||
| 1000 PELHAM PARKWAY | BRONX | NY | 10461 | 134099045 | COMMUNITY BASED ORGANIZATION | NY | 501(C)(3) | 7 | 0 | AGING IN AMERICA INC | |
| AGING IN AMERICA SUPPORTIVE SERVICES INC | |||||||||||
| 1000 PELHAM PARKWAY | BRONX | NY | 10461 | 134141445 | RESIDENTIAL LIVING | NY | 501(C)(3) | 7 | 0 | AGING IN AMERICA INC | |
| MORNINGSIDE AT HOME INC | |||||||||||
| 1000 PELHAM PARKWAY | BRONX | NY | 10461 | 134113427 | HOME CARE | NY | 501(C)(3) | 9 | 0 | AGING IN AMERICA INC | |
| METHODIST RETIREMENT COMMUNITY DEVELOPMENT CORPORATION | |||||||||||
| 283 HOLBROOK AVENUE | LAKE RONKONKOMA | NY | 11779 | 112487632 | RESIDENTIAL LIVING | NY | 501(C)(3) | 9 | 0 | AGING IN AMERICA INC | |
| 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 | 1 | 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 | 1 | 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 | 1 | 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 |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (5 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| AGING IN AMERICA INC | ||
| C | 4360000 | FMV |
| AGING IN AMERICA INC | ||
| J | 145570 | FMV |
| AGING IN AMERICA INC | ||
| N | 173080 | FMV |
| AGING IN AMERICA COMMUNITY SERVICES INC | ||
| N | 382626 | FMV |
| MORNINGSIDE AT HOME INC | ||
| N | 3854305 | FMV |