EPISCOPAL FOUNDATION OF JEFFERSON COUNTY ST MARTINS IN THE PINES: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: EPISCOPAL FOUNDATION OF JEFFERSON COUNTY ST MARTINS IN THE PINES (EIN 63-0386404)
Tax period: 2010-07-01 to 2011-06-30
Filed: 2011-12-06
IRS object ID: 201143409349300309
Schema version: 2010v3.4
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule D
Schedule J
Schedule K
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-12-06T13:13:47-06:00	Timestamp
Tax Period End Date	2011-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	COOKE CAMERON TRAVIS & COMPANY PC	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	2109 DEVEREUX CIR	AddressLine1
City	BIRMINGHAM	City
State	AL	State
ZIP Code	35243	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2010-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	630386404	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	EPISCOPAL FOUNDATION OF JEFF CO	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	EPIS	NameControl
Phone	2059561831	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	4941 MONTEVALLO ROAD	AddressLine1
City	BIRMINGHAM	City
State	AL	State
ZIP Code	35210	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	MICHAEL FAULKNER	Name
Title	CFO	Title
Phone	2059561831	Phone
Date Signed	2011-12-06	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	W GERALD TRAVIS	Name
Phone	2059670101	Phone
Date Prepared	2011-12-06	DatePrepared

Field	Value	IRS element (for citing)
Tax Year	2010	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

Field	Value	IRS element (for citing)
Business Name Line1	ST MARTIN'S IN THE PINES	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	TERENCE ROGERS	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	4941 MONTEVALLO ROAD	AddressLine1
City	BIRMINGHAM	City
State	AL	State
ZIP Code	35210	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	20337611	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	STMARTINSINTHEPINES.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1957	YearFormation
State Legal Domicile	AL	StateLegalDomicile
Activity Or Mission Description	THE MISSION OF ST. MARTIN'S IN THE PINES IS TO SERVE GOD THROUGH A MINISTRY THAT PROVIDES A CONTINUUM OF CARE AND QUALITY OF LIFE TO AGING INDIVIDUALS AND THEIR FAMILIES. WE DO THIS BY PROVIDING HOUSING, LONG-TERM CARE SERVICES AND SUPPORT INCLUDING NURSING CARE, ASSISTED LIVING AND PERSONAL CARE TO THE ELDERS OF JEFFERSON COUNTY, ALABAMA.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	14	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	14	NbrIndependentVotingMembers
Total Nbr Employees	596	TotalNbrEmployees
Total Nbr Volunteers	65	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	136981	ContributionsGrantsPriorYear
Contributions Grants Current Year	638417	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	18178680	ProgramServiceRevenuePriorYear
Program Service Revenue CY	19556384	ProgramServiceRevenueCY
Investment Income Prior Year	103775	InvestmentIncomePriorYear
Investment Income Current Year	131358	InvestmentIncomeCurrentYear
Other Revenue Prior Year	338052	OtherRevenuePriorYear
Other Revenue Current Year	11452	OtherRevenueCurrentYear
Total Revenue Prior Year	18757488	TotalRevenuePriorYear
Total Revenue Current Year	20337611	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	11181231	SalariesEtcPriorYear
Salaries Etc Current Year	11375200	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	0	TotalFundrsngExpCurrentYear
Other Expense Prior Year	7207978	OtherExpensePriorYear
Other Expenses Current Year	7803959	OtherExpensesCurrentYear
Total Expenses Prior Year	18389209	TotalExpensesPriorYear
Total Expenses Current Year	19179159	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	368279	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	1158452	RevenuesLessExpensesCY
Total Assets BOY	33528829	TotalAssetsBOY
Total Assets EOY	33831214	TotalAssetsEOY
Total Liabilities BOY	21903804	TotalLiabilitiesBOY
Total Liabilities EOY	21045462	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	11625025	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	12785752	NetAssetsOrFundBalancesEOY
Info In Schedule O Part III	X	InfoInScheduleOPartIII
Mission Description	THE MISSION OF ST. MARTIN'S IN THE PINES IS TO SERVE GOD THROUGH A MINISTRY THAT PROVIDES A CONTINUUM OF CARE AND QUALITY OF LIFE TO AGING INDIVIDUALS AND THEIR FAMILIES. WE DO THIS BY PROVIDING HOUSING, LONG-TERM CARE SERVICES AND SUPPORT INCLUDING NURSING CARE, ASSISTED LIVING AND PERSONAL CARE TO THE ELDERS OF JEFFERSON COUNTY, ALABAMA.	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	17296047	Expense
Revenue	19556384	Revenue
Description	THE MISSION OF ST. MARTIN'S IN THE PINES IS TO SERVE GOD THROUGH A MINISTRY THAT PROVIDES A CONTINUUM OF CARE AND QUALITY OF LIFE TO AGING INDIVIDUALS AND THEIR FAMILIES. WE DO THIS BY PROVIDING LONG TERM CARE SERVICES AND SUPPORTS TO THE ELDERS OF JEFFERSON COUNTY, ALABAMA. REVENUES GENERATED FROM THESE SERVICES AND SUPPORTS ARE PAID BY PRIVATE CARE FUNDS, MEDICAID, MEDICARE, PRIVATE INSURANCE AND THE VETERANS ADMINISTRATION. SERVICES ARE PROVIDED ON A PLEASANT SUBURBAN SITE AND IN A HOME LIKE ENVIRONMENT WHENEVER POSSIBLE. WE PROVIDE HOUSING AND SERVICES TO APPROXIMATELY 350 ELDERS DAILY.	Description
Total Program Service Expense	17296047	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Subject To Proxy Tax	false	SubjectToProxyTax
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	false	TermOrPermanentEndowments
Report Land Bldg Equip	true	ReportLandBldgEquip
Report Invest Oth Securities	false	ReportInvestOthSecurities
Report Prog Rel Invest	false	ReportProgRelInvest
Report Other Assets	false	ReportOtherAssets
Report Other Liabilities	true	ReportOtherLiabilities
Report Fin48 Footnote	false	ReportFin48Footnote
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	false	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	true	TaxExemptBonds
Invest Tax Exempt Bonds	false	InvestTaxExemptBonds
Escrow Account	false	EscrowAccount
On Behalf Of Issuer	false	OnBehalfOfIssuer
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	false	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	false	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	true	DisregardedEntity
Related Entity	false	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transaction Related Entity	false	TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	52	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	596	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Indoor Tanning Services	false	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	14	NbrVotingGoverningBodyMembers
Number Independent Voting Members	14	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	true	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	MIKE FAULKNER	NamePerson
Telephone Number	2059561831	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	4941 MONTEVALLO RD	AddressLine1
City	BIRMINGHAM	City
State	AL	State
ZIP Code	35210	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitle	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	Average Hours Per WeekAverageHoursPerWeek	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee
PEGGY MILLER
DIRECTOR	X	0	0	0
KEEHN W BERRY III
DIRECTOR	X	0	0	0
MARIAH N CHAPMAN
DIRECTOR	X	0	0	0
KATHRYN W COREY
DIRECTOR	X	0	0	0
GUERRY M DENSON
DIRECTOR	X	0	0	0
JEREMY M DIPIAZZA
DIRECTOR	X	0	0	0
JAMES SM FRENCH
DIRECTOR	X	0	0	0
DAVID C SMITHERMAN
DIRECTOR	X	0	0	0
THOMAS J PAYNE III
DIRECTOR	X	0	0	0
ALVIN G PELTON
DIRECTOR	X	0	0	0
ANDREA R WHITE
DIRECTOR	X	0	0	0
JOSEPH P WARREN
DIRECTOR	X	0	0	0
NANCY G WHITSON
DIRECTOR	X	0	0	0
EDWARD P LOFTUS
DIRECTOR	X	0	0	0
TERENCE ROGERS
CHIEF EXC.		225135	0	39025	40.00	X
MICHAEL E FAULKNER
CFO		130097	0	16545	40.00	X
LINDA ROBERTSON
CULTURE CHG		117267	0	12769	40.00		X
JEFF BURCHFIELD
N. H. ADMIN		108840	0	16505	40.00		X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	581339	TotalReportableCompFromOrg
Total Other Compensation	84844	TotalOtherCompensation
Number Individuals GT100 K	4	NumberIndividualsGT100K
Formers Listed	false	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
MORRISON MANAGEMENT SPECIALISTS
BIRMINGHAM AL	BIRMINGHAM	AL	35242	FOOD SERVICES	1278656
REHABCARE
BIRMINGHAM AL	BIRMINGHAM	AL	35243	THERAPY SERVICE	629139
SENIORCARE PHARMACY
BIRMINGHAM AL	BIRMINGHAM	AL	35242	PHARMACY SERVIC	333559
GULF SOUTH MEDICAL SUPPLY
BIRMINGHAM AL	BIRMINGHAM	AL	35242	MEDICAL SUPPLY	264161
CABINET TRENDS
BIRMINGHAM AL	BIRMINGHAM	AL	35242	GENERAL CONTRAC	178512

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	14	NumberOfContractorsGT100K
All Other Contributions	638417	AllOtherContributions
Total Contributions	638417	TotalContributions

Program Service Revenue ProgramServiceRevenue

Field	Value	IRS element (for citing)
Description	PROGRAM SERVICE REVENUE	Description
Total Revenue Column	19556384	TotalRevenueColumn
Related Or Exempt Function Income	19556384	RelatedOrExemptFunctionIncome

Field	Value	IRS element (for citing)
Total Program Service Revenue	19556384	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	131358	TotalRevenueColumn
Related Or Exempt Function Income	131358	RelatedOrExemptFunctionIncome

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EAST DALE PROPERTIES, LLC	5746	5746
OTHER REVENUE	5706	5706

Field	Value	IRS element (for citing)
Total Other Revenue	11452	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	20337611	TotalRevenueColumn
Related Or Exempt Function Income	19699194	RelatedOrExemptFunctionIncome

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	308232	Total
Management And General	308232	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	9439535	Total
Program Services	8804391	ProgramServices
Management And General	635144	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	124389	Total
Program Services	111556	ProgramServices
Management And General	12833	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	808253	Total
Program Services	681464	ProgramServices
Management And General	126789	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	694791	Total
Program Services	616534	ProgramServices
Management And General	78257	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	210584	Total
Program Services	168467	ProgramServices
Management And General	42117	ManagementAndGeneral

Advertising Advertising

Field	Value	IRS element (for citing)
Total	97195	Total
Management And General	97195	ManagementAndGeneral

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	117343	Total
Program Services	63839	ProgramServices
Management And General	53504	ManagementAndGeneral

Travel Travel

Field	Value	IRS element (for citing)
Total	60693	Total
Program Services	30857	ProgramServices
Management And General	29836	ManagementAndGeneral

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	16798	Total
Program Services	9668	ProgramServices
Management And General	7130	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	245869	Total
Program Services	196695	ProgramServices
Management And General	49174	ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	1602571	Total
Program Services	1282057	ProgramServices
Management And General	320514	ManagementAndGeneral

Insurance Insurance

Field	Value	IRS element (for citing)
Total	250575	Total
Program Services	200460	ProgramServices
Management And General	50115	ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
OUTSIDE SERVICES	1512713	1512713
FOOD	904431	904431
UTILITIES	896251	896251
PROVIDER TAX	384435	384435
PHARMACY	343420	343420

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	1161081	Total
Program Services	1088809	ProgramServices
Management And General	72272	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	19179159	Total
Program Services	17296047	ProgramServices
Management And General	1883112	ManagementAndGeneral
Fundraising	0	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	5297579	BOY
EOY	2661571	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	2038000	BOY
EOY	6360926	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	256715	BOY
EOY	640015	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1140366	BOY
EOY	1195323	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	56817	BOY
EOY	56817	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	170417	BOY
EOY	133727	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	36673334	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	15575234	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	21710553	BOY
EOY	21098100	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	2061376	BOY
EOY	869753	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	797006	BOY
EOY	814982	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	33528829	BOY
EOY	33831214	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	916304	BOY
EOY	1020094	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	17615000	BOY
EOY	17340000	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	703960	BOY
EOY	37190	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	2668540	BOY
EOY	2648178	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	21903804	BOY
EOY	21045462	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	7977133	BOY
EOY	8527604	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	3216025	BOY
EOY	3824006	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	431867	BOY
EOY	434142	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	11625025	BOY
EOY	12785752	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	33528829	BOY
EOY	33831214	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	1158452	ReconcilationRevenueExpenses
Reconcilation Other Changes	2275	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
Federal Grant Audit Required	false	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	1068912	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1245456	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	363722	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	136981	CurrentTaxYearMinus1Year
Current Tax Year	638417	CurrentTaxYear
Total	3453488	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	15552656	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	16400799	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	17016801	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	18620507	CurrentTaxYearMinus1Year
Current Tax Year	19699194	CurrentTaxYear
Total	87289957	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	16621568	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	17646255	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	17380523	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	18757488	CurrentTaxYearMinus1Year
Current Tax Year	20337611	CurrentTaxYear
Total	90743445	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	283784	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	31536	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	126195	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	312425	CurrentTaxYearMinus1Year
Current Tax Year	296624	CurrentTaxYear
Total	1050564	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	283784	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	31536	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	126195	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	312425	CurrentTaxYearMinus1Year
Current Tax Year	296624	CurrentTaxYear
Total	1050564	Total

Field	Value	IRS element (for citing)
Public Support Total509	89692881	PublicSupportTotal509

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	16621568	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	17646255	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	17380523	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	18757488	CurrentTaxYearMinus1Year
Current Tax Year	20337611	CurrentTaxYear
Total	90743445	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.98840	PublicSupportPercentage509
Prior Year Support Percentage	0.98330	PriorYearSupportPercentage
Investment Income Percentage	0.00000	InvestmentIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509

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 D IRS990ScheduleD

Field	Value	IRS element (for citing)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	36673334	OtherCostOrOtherBasis
Depreciation	15575234	Depreciation
Book Value	21098100	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	21098100	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
Description	RESIDENT REFUNDABLE DEPOSITS	Description
Amount	$2,648,178	Amount

Field	Value	IRS element (for citing)
Total Of Amounts	2648178	TotalOfAmounts
Total Revenue	20337611	TotalRevenue
Total Expenses	19179159	TotalExpenses
Excess Or Deficit For Year	1158452	ExcessOrDeficitForYear
Excess Or Deficit Per FS	1158452	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	20337611	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	20337611	RevenueSubtotal
Total Revenue Per Form990	20337611	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	19179159	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	19179159	ExpensesSubtotal
Total Expenses Per Form990	19179159	TotalExpensesPerForm990

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	X	CompensationCommittee
Independent Consultant	X	IndependentConsultant
Written Employment Contract	X	WrittenEmploymentContract
Compensation Survey	X	CompensationSurvey
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Field	Value	IRS element (for citing)
Name Person	TERENCE ROGERS	NamePerson
Base Compensation Filing Org	195135	BaseCompensationFilingOrg
Bonus Filing Org	30000	BonusFilingOrg
Deferred Comp Filing Org	18678	DeferredCompFilingOrg
Nontaxable Benefits Filing Org	20347	NontaxableBenefitsFilingOrg
Total Compensation Filing Org	264160	TotalCompensationFilingOrg
Comp Report Prior990 Filing Org	255519	CompReportPrior990FilingOrg

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS	SCHEDULE J, PAGE 1, PART I, LINE 4	TERENCE ROGERS 0 18,678 0
OTHER ADDITIONAL INFORMATION	SCHEDULE J, PART III	PART I, LINE 4 AND PART II, (C) CONTRIBUTIONS TO A NON-QUALIFIED DEFERRED COMPENSATION PLAN ARE MADE ANNUALLY AND REMAIN THE PROPERTY OF THE FOUNDATION. VESTING TO THE PARTICIPANT OCCURS INCREMENTALLY OVER TWENTY(20) YEARS, WITH THE REQUIRED PAYMENTS TO THE PARTICIPANT MADE ANNUALLY. THE PLAN IS REVIEWED ANNUALLY AND APPROVED BY THE COMPENSATION COMMITTEE, A SUBSET OF THE BOARD OF DIRECTORS.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	2007 SERIES BONDS	BusinessNameLine1

Field	Value	IRS element (for citing)
Issuer EIN	260576198	IssuerEIN
CUSIP Number	091245AA8	CUSIPNumber
Date Issued	2009-11-18	DateIssued
Issue Price	17810000	IssuePrice
Description Of Purpose	REFI/CONSTRUCT FACILITY	DescriptionOfPurpose
Defeased	false	Defeased
On Behalf Of Issuer	false	OnBehalfOfIssuer
Pool Financing	false	PoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

Field	Value	IRS element (for citing)
Amount Retired	17810000	AmountRetired
Total Proceeds	17810000	TotalProceeds
Current Refunding	false	CurrentRefunding
Advance Refunding	false	AdvanceRefunding
Final Allocation Made	false	FinalAllocationMade
Adequate Books And Recds Maintaind	true	AdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

Field	Value	IRS element (for citing)
Owning Bond Financed Property	false	OwningBondFinancedProperty
Any Lease Arrangements	false	AnyLeaseArrangements
Mngment Cntrct Bond Financd Prprty	false	MngmentCntrctBondFinancdPrprty
Any Research Agreements	false	AnyResearchAgreements
Bond Counsel Routinely Engaged	false	BondCounselRoutinelyEngaged
Post Issuance Compliance Procdrs	true	PostIssuanceComplianceProcdrs

Form990 Schedule K Part IV Form990ScheduleKPartIV

Field	Value	IRS element (for citing)
Form8038 T Filed	false	Form8038TFiled
Variable Rate Issue	true	VariableRateIssue
Hedge Identified In Books And Recds	false	HedgeIdentifiedInBooksAndRecds
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGIC
Gross Proceeds Invested	false	GrossProceedsInvested
Exception To Rebate	false	ExceptionToRebate

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ORGANIZATION'S MISSION	FORM 990 - ORGANIZATION'S MISSION	THE MISSION OF ST. MARTIN'S IN THE PINES IS TO SERVE GOD THROUGH A MINISTRY THAT PROVIDES A CONTINUUM OF CARE AND QUALITY OF LIFE TO AGING INDIVIDUALS AND THEIR FAMILIES. WE DO THIS BY PROVIDING HOUSING, LONG-TERM CARE SERVICES AND SUPPORT INCLUDING NURSING CARE, ASSISTED LIVING AND PERSONAL CARE TO THE ELDERS OF JEFFERSON COUNTY, ALABAMA.
EXPLANATION ON VOLUNTEERS AND TYPES OF SERVICES OR BENEFITS	FORM 990, PAGE 1, PART I, LINE 6	PROVIDE PASTORAL CARE, SHOPPING CART ASSISTANCE, ACTIVITIES ASSISTANCE, READING, AND CONVERSATION.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11B	FORM 990 IS REVIEWED BY MANAGMENT AND PRESENTED TO THE FINANCE COMMITTEE, A SUBSET OF THE BOARD OF DIRECTORS, FOR APPROVAL. IT IS PRESENTED TO THE BOARD OF DIRECTORS WITHIN THIRTY DAYS OF FILING.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	THE POLICIES OF THE FOUNDATION REQUIRE ALL BOARD MEMBERS, OFFICERS AND MANAGEMENT EMPLOYEES TO PREPARE AND SIGN ANNUAL DOCUMENTS DISCLOSING ANY POTENTIAL CONFLICTS OF INTERESTS. ANY POTENTIAL CONFLICTS ARE REVIEWED AND DISCUSSED BY THE ENTIRE BOARD. ADDITIONALLY THE FOUNDATION POLICY REQUIRES CONTINUAL DISCLOSURE SHOULD CIRCUMSTANANCES CHANGE.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THE FOUNDATION'S POLICIES REQUIRE THE CEO'S COMPENSATION TO BE SET AND MONITORED BY THE BOARD OF DIRECTORS. ADDITIONALLY AN OUTSIDE CONSULTING FIRM PREPARES A PERIODIC STUDY OF COMPENSATION FOR SENIOR MANAGEMENT AND PRESENTS ITS RECOMMENDATIONS TO THE BOARD. FURTHERMORE THE POLICIES REQUIRE THE CEO TO PREPARE COMPENSATION RECOMMENDATIONS FOR SENIOR STAFF FOR THE COMPENSATION COMMITTEE TO REVIEW AND APPROVE.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	SEE ABOVE
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
OTHER CHANGES IN NET ASSETS EXPLANATION	FORM 990, PART XI, LINE 5	THE FOUNDATION HAS TWO PERMANENTLY RESTRICTED FUNDS: FRIENDS FUND AND BENEVOLENCE FUND. THE FUNDS OPERATE INDEPENDENTLY OF EACH OTHER FOR THE FINANCIAL ASSISTANCE TO RESIDENTS AND EMPLOYEES, RESPECTIVELY. FRIENDS FUND INCREASED A NET OF 2,533 AND THE BENEVOLENCE FUND DECREASED A NET OF (258).

Schedule R IRS990ScheduleR

Form990 Schedule R Part I Form990ScheduleRPartI

Name Of Disregarded Entity NameOfDisregardedEntity

Field	Value	IRS element (for citing)
Business Name Line1	EAST DALE PROPERTIES LLC	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	4941 MONTEVALLO ROAD	AddressLine1
City	BIRMINGHAM	City
State	AL	State
ZIP Code	35210	ZIPCode

Field	Value	IRS element (for citing)
Primary Activities	REALESTATE	PrimaryActivities
Legal Domicile State	AL	LegalDomicileState
Total Income	5745	TotalIncome
EOY Assets	893693	EOYAssets
Direct Controlling Entity NA	N/A	DirectControllingEntityNA