Civic Intelligence

Broadmead Inc.

990 • Fiscal year 2014 • EIN 52-1056690

Jul 01, 2013 to Jun 30, 2014 • Filed on May 12, 2015

Organization ProfileWWW.BROADMEAD.ORG

View Organization Page

13801 York Road21030-1825

(443) 578-8000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.54x

Higher debt load relative to assets than 70% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

84th percentile

2.09x

Higher debt load relative to revenue than 84% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

46th percentile

3.2%

Higher net margin than 46% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

31st percentile

$236,124

Higher top officer pay than 31% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

63rd percentile

8.5%

Faster asset growth than 63% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$85,829,041

Up $6,715,542 (+8.5%) from 2013

Net Assets

Up

$39,563,800

Up $4,967,098 (+14%) from 2013

Liabilities

Up

$46,265,241

Up $1,748,444 (+3.9%) from 2013

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin46th percentile

Revenue

$22,125,936

No earlier filing loaded for comparison.

Expenses

Up

$21,407,573

Up $1,667,248 (+8.4%) from 2013

Net Income

$718,363

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $72,149,974Liabilities 2011: $41,521,278Net Assets 2011: $30,628,6962011Assets 2012: $73,726,152Liabilities 2012: $43,225,598Net Assets 2012: $30,500,5542012Assets 2013: $79,113,499Liabilities 2013: $44,516,797Net Assets 2013: $34,596,7022013Assets 2014: $85,829,041Liabilities 2014: $46,265,241Net Assets 2014: $39,563,8002014Assets 2015: $91,021,753Liabilities 2015: $49,982,633Net Assets 2015: $41,039,1202015Assets 2016: $93,292,707Liabilities 2016: $52,401,135Net Assets 2016: $40,891,5722016Assets 2017: $98,274,704Liabilities 2017: $51,701,152Net Assets 2017: $46,573,5522017Assets 2018: $108,601,127Liabilities 2018: $58,191,335Net Assets 2018: $50,409,7922018Assets 2019: $185,724,942Liabilities 2019: $132,192,339Net Assets 2019: $53,532,6032019Assets 2020: $190,586,421Liabilities 2020: $134,104,516Net Assets 2020: $56,481,9052020Assets 2021: $212,067,178Liabilities 2021: $140,074,040Net Assets 2021: $71,993,1382021Assets 2022: $198,670,500Liabilities 2022: $136,573,648Net Assets 2022: $62,096,8522022Assets 2023: $207,976,740Liabilities 2023: $138,767,778Net Assets 2023: $69,208,9622023

Highlighted filing

2014

Assets$85,829,041
Liabilities$46,265,241
Net Assets$39,563,800
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0Expenses 2011: $18,686,1892011Expenses 2012: $18,962,0622012Expenses 2013: $19,740,3252013Revenue 2014: $22,125,936Expenses 2014: $21,407,573Net Income 2014: $718,3632014Revenue 2015: $25,461,765Expenses 2015: $22,484,197Net Income 2015: $2,977,5682015Revenue 2016: $25,740,112Expenses 2016: $24,280,122Net Income 2016: $1,459,9902016Revenue 2017: $27,332,761Expenses 2017: $25,295,422Net Income 2017: $2,037,3392017Revenue 2018: $29,180,866Expenses 2018: $25,460,381Net Income 2018: $3,720,4852018Revenue 2019: $29,493,921Expenses 2019: $25,962,690Net Income 2019: $3,531,2312019Revenue 2020: $30,617,203Expenses 2020: $26,589,525Net Income 2020: $4,027,6782020Revenue 2021: $38,038,653Expenses 2021: $28,332,393Net Income 2021: $9,706,2602021Revenue 2022: $37,891,159Expenses 2022: $32,052,594Net Income 2022: $5,838,5652022Revenue 2023: $36,964,638Expenses 2023: $36,783,986Net Income 2023: $180,6522023

Highlighted filing

2014

Revenue$22,125,936
Expenses$21,407,573
Net Income$718,363
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 12, 2015
Return Version
2013v4.0
Gross Receipts
$32,882,804
Mission and Program Overview

Mission

To foster independence, growth and opportunities in elderhood by supporting a dynamic community, providing exceptional health services, developing collaborative relationships and upholding quaker values.

Provide housing, nursing, meals, medical and social care, and cultural activities for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$39,383,229$47,785,583▲ $8,402,354
Land, Buildings, and Equipment, Net$27,964,277$28,444,374▲ $480,097
Accounts Receivable$5,242,892$4,578,215▼ $664,677
Cash and Non-Interest-Bearing Accounts$4,653,992$3,357,047▼ $1,296,945
Investments Other Securities$901,517$815,601▼ $85,916
Prepaid Expenses and Deferred Charges$237,925$222,249▼ $15,676
Inventories for Sale or Use$133,515$120,062▼ $13,453
Total Assets$79,113,499$85,829,041▲ $6,715,542
Other Assets Total$596,152$505,910▼ $90,242
Liabilities
Deferred Revenue$22,083,139$22,723,992▲ $640,853
Escrow Account Liability$10,514,996$11,895,173▲ $1,380,177
Tax Exempt Bond Liabilities$10,261,429$9,403,961▼ $857,468
Accounts Payable and Accrued Expenses$1,486,335$2,066,045▲ $579,710
Other Liabilities$170,898$176,070▲ $5,172
Total Liabilities$44,516,797$46,265,241▲ $1,748,444
Net Assets / Fund Balance
Unrestricted Net Assets$20,939,585$24,207,876▲ $3,268,291
Temporarily Rstr Net Assets$9,824,715$11,523,522▲ $1,698,807
Permanently Rstr Net Assets$3,832,402$3,832,402→ $0
Total Net Assets Fund Balance$34,596,702$39,563,800▲ $4,967,098
Total Liabilities and Net Assets / Fund Balance$79,113,499$85,829,041▲ $6,715,542

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$22,389,805$30,368,202$52,758,007
Equipment$4,081,935$6,613,111$10,695,046
Land$1,590,974-$1,590,974
Other Land Buildings$381,660-$381,660

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$14,592,597$2,513,461▲ $2,085,673$149,911$19,041,820
2012$13,382,967$12,089▲ $1,356,718$159,177$14,592,597
2011$13,662,232$93,926▼ $297,464$75,727$13,382,967
2010$10,822,372$878,473▲ $2,027,820$66,433$13,662,232
2009$9,685,592$239,069▲ $979,248$81,537$10,822,372
Compensation and Service Providers
Top Officer Pay31st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia L GordonCFO/treasurerFT$158,307$27,736$186,043
Thomas MondlochAssociate CEOFT$155,417$25,440$180,857
Richard F ComptonFormer CEO (through June 2013)-$160,385$18,763$179,148
John E HowlCEO (effective June 2013)FT$139,307$8,948$148,255
Douglas BareisDirector of Support ServicFT$112,165$27,144$139,309
Rita Johnson-chaseVP Human ResourcesFT$121,065$8,524$129,589
Barbara CarrollMedical DirectorPT$88,900$5,549$94,449

Board Members and Trustees

NameTitle
Ann H HeatonChair
Robert P FetterVice Chair
Adrian BishopBoard of Trustees
Alan EvansBoard of Trustees
Alice CherbonnierBoard of Trustees
Barrett RuddBoard of Trustees
Betsy ForbushBoard of Trustees
Carol CurrottoBoard of Trustees
Clinton PettusBoard of Trustees
Frederic HinzeBoard of Trustees
Frederick G Thomas IiiBoard of Trustees
Jean M WilsonBoard of Trustees
Jen HobbinsBoard of Trustees
Jolene ParuchBoard of Trustees
Rebecca RichardsBoard of Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
David M AugustyniakConstruction-$343,455
Brown Craig TurnerArchitect & Design-$230,625
Nancy Kapp & CoMedia Buying And Creative-$135,539
Chesapeake Security Service CoSecurity Services-$134,975
Revenue and Support

Revenue Composition

Contributions and Grants
$76,917
Program Service Revenue
$19,682,572
Investment Income
$1,496,395
Other Revenue
$870,052
All Other Contributions
$76,317
Change in Net Assets
$718,363

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,170,065
Revenue Not Reported on Financial Statements
$-44,129
Revenue Not Reported on Form 990
$4,297,899
Other Revenue Adjustments
$-255,197
Total Revenue per Audited Statements
$26,467,964
Total Revenue per Form 990
$22,125,936
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$11,365,527
Other Expenses$9,440,587
Grants and Similar Amounts Paid$601,459
Total Fundraising Expense$20,807
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,301,904$1,621,127-$7,923,031
Depreciation Depletion$2,690,245--$2,690,245
Other Employee Benefits$1,536,948$397,391-$1,934,339
Office Expenses$1,662,409$132,105$9,869$1,804,383
Occupancy$1,242,476$533,444-$1,775,920
Fees for Services Other$632,318$535,465-$1,167,783
Payroll Taxes$508,670$147,622$3,939$660,231
Current Officers, Directors, Trustees, and Key Employees$412,431$104,413$5,221$522,065
Grants to Domestic Orgs$391,759--$391,759
Advertising-$377,492-$377,492
Pension Plan Contributions$254,305$69,778$1,778$325,861
Fees for Service Investment Mgmnt Fees-$211,068-$211,068
Grants to Domestic Individuals$209,700--$209,700
Fees for Services Legal-$202,268-$202,268
Interest$119,117--$119,117
Information Technology$4,044$72,286-$76,330
Conferences and Meetings-$75,590-$75,590
Fees for Services Accounting-$44,500-$44,500
Travel$1,599$24,746-$26,345
Other Expenses$5,745$2,832-$8,577
Insurance-$2,951-$2,951
Total Functional Expenses$16,562,881$4,823,885$20,807$21,407,573

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$21,500,866
Total Expenses per Form 990$21,407,573
Expenses per Audited Statements$21,196,505
Expenses Not Reported on Form 990$304,361
Expenses Not Reported on Financial Statements$211,068
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
52-1405983-501(c)(3)TO COVER THE RELATED ORGANIZATION'S EXPENSES THAT ARISE FROM CARRYING OUT THE MISSION OF THE ORGANIZATION.$391,759
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$15,425
Fundraising Direct Expenses$1,449
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$16,025$15,425$849$14,576
Total Events$16,025$15,425$1,449$13,976
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Payable$166,676
Bond Interest Payable$9,394

Bond Issues

BondIssuerIssuedIssue PricePurpose
A52-09360912010-07-14$12,000,000Finance & re-finance certain capital projects and refund 1997 bonds

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$12,000,000$4,657,649$2,596,039$176,006

Bond Financing Compliance

Form 8038-T filed
Yes
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

“The executive committee shall consist of the chairperson, the vice-chairperson, the chair of the finance committee, the secretary and three other trustees. The officers of the board shall be the officers of the executive committee. It shall have full authority to manage and control the business and affairs of the corporation between meetings of the board, with all the powers of the board itself, except the power to amend these bylaws or perform any other act the board is prohibited from delegating under the maryland general corporation law. All of the executive committee's actions shall be reported to the board of trustees within 14 days of such action. Actions of the executive committee shall be approved or disapproved by the board at the next meeting. All members of the board shall be advised of the committee's meetings and shall be entitled to attend.”

Form 990, Part VI, Section A, Line 6

“The sole member of the corporation is friends care, inc., a maryland nonstock corporation (the "member").”

Form 990, Part VI, Section A, Line 7A

“All trustees shall be appointed and the class of each trustee shall be determined by the member, provided, however, that at all times at least a majority of the trustees must be members of the religious society of friends.”

Form 990, Part VI, Section A, Line 7B

“Action by the member: any action required or permitted to be taken at a meeting of the membership maybe approved by the member at such meeting or without a meeting if a unanimous written consent which sets forth the action is: (i) signed by the member; and (ii) filed with the minutes of the proceedings of the memership.”

Form 990, Part VI, Section B, Line 11

“The 990 will be reviewed initially by the cfo/treasurer and the entire board for accuracy and completeness. After review, comments will be provided to the external preparer to make adjustments. A finalized copy is provided to the board of trustees.”

Form 990, Part VI, Section B, Line 12C

“As part of broadmead's quaker religious tenets, the organization does not use checklists or require signatures on certain documents. There is a verbal acknowledgement of both independence and conflict of interest issues annually, which is reported to the risk management committee. Trustees are required to report conflicts of interest or independence issues that arise during the year. When a conflict of interest is determined to exist, the interested party is not permitted to vote on the matter. This is addressed in the organizations bylaws”

Form 990, Part VI, Section B, Line 15

“The process used to determine the ceo's compensation is to use an independent consultant to review compensation for similar executives. This information is provided to the executive evaluation and compensation committee, which consists of board members, and they determine whether the ceo's compensation is appropriate and recommend any increase for the next fiscal year. The compensation for key employees is reviewed annually by the ceo. If a new key employee is hired into an already established position, their compensation is based on the compensation of the employee who previously held the position in addition to the experience of the new hire. If a key employee is hired for a new position, a consultant is used to determine an appropriate salary range. Ceo and key employee compensation was last reviewed in march 2014.”

Form 990, Part VI, Section C, Line 19

“Broadmead's form 1023, 990, governing documents and financial statements are currently available in the office of the cfo/treasurer.”

Filing and Contact Details

Filer

EIN
52-1056690
Phone
4435788000

Signing Officer

Name
John J Palkovitz Jr
Title
CFO
Phone
4435788000
Signed
2015-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John E Howl
Formed
1976
Legal Domicile
Md
Voting Board Members
15
Independent Board Members
15
Employees
311
Volunteers
200

Preparer

Preparer
BERNADETTE O'TOOLE CPA
Phone
2156433900
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Income from passthrough entity not on books -49,614.”

Form 990, Part XII, Line 2C

“The oversight and selection process have not changed from the prior year.”

Financial Statement Notes

PART IV, LINE 2B:

“Priority deposits are received from prospective residents entitling them to priority for the assignment of available units. Priority deposits are applied against the total entrance fee upon occupancy or are refunded to the prospective residents who withdraw from the priority deposit list. Priority deposits for the fiscal years ended june 30, 2014 and 2013 totaled $148,500 and $217,400, respectively. Resident entrance fees are due in full upon occupancy and represent the corporation's obligation to provide continuing care to the residents. Entrance fees are refundable over a period that expires over 48 months: 6% in the first month of occupancy and 2% per month thereafter. The contractual refundable amount to all current residents based on the provisions of their residence and care agreements is $11,746,673 and $10,297,596 as of june 30, 2014 and 2013, respectively.”

PART V, LINE 4:

“Permanent endowment funds are used to support the bruck activities. Temporary endowment funds are used to support the mission of the organization.”

PART X, LINE 2:

“The corporation and its affiliate are not-for-profit corporations as described in section 501 (c)(3) of the internal revenue code and are exempt from federal income taxes on related income pursuant to section 509(a) of the code. The corporation follows the provisions of the income tax standard regarding the recognition and measurement of uncertain tax positions. Management has determined that this standard does not have a material impact on the combined financial statements. The corporation is not aware of any activities that would jeopardize its tax-exempt status. The tax returns for the years ended june 30, 2011 to 2013 are open to examination by federal and state authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Broadmead medical services -450.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Income from passthrough 49,614. Loss on disposal of ppe reported on 990, pg9, part vii -304,811.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on disposal of ppe reported on 990, pg9, part vii 304,811. Broadmead medical services inc -450.”

Raw XML AppendixShowing 400 of 984 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01486335
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02066045
IRS990/AccountsReceivableGrp/BOYAmt05242892
IRS990/AccountsReceivableGrp/EOYAmt04578215
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HOUSING, NURSING, MEALS, MEDICAL AND SOCIAL CARE, AND CULTURAL ACTIVITIES FOR THE ELDERLY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0377492
IRS990/AdvertisingGrp/TotalAmt0377492
IRS990/AllOtherContributionsAmt076317
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10JOHN J PALKOVITZ JR - CFO
IRS990/BooksInCareOfDetail/PhoneNum04435788063
IRS990/BooksInCareOfDetail/USAddress/AddressLine1013801 YORK ROAD
IRS990/BooksInCareOfDetail/USAddress/City0COCKEYSVILLE
IRS990/BooksInCareOfDetail/USAddress/State0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCode021030
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt04653992
IRS990/CashNonInterestBearingGrp/EOYAmt03357047
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt04
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt05221
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0104413
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0412431
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0522065
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt075590
IRS990/ConferencesMeetingsGrp/TotalAmt075590
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd01
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0343455
IRS990/ContractorCompensationGrp/CompensationAmt1230625
IRS990/ContractorCompensationGrp/CompensationAmt2135539
IRS990/ContractorCompensationGrp/CompensationAmt3134975
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine104131 MCNABB ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine11PO BOX 507
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine127903 STARBURST DRIVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine13PO BOX 2305
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0WHITEFORD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City1BALTIMORE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City2BALTIMORE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City3PRINCE FREDERICK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State1MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State2MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State3MD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode021160
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode121203
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode221208
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode320678
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10DAVID M AUGUSTYNIAK
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine11BROWN CRAIG TURNER
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine12NANCY KAPP & CO
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine13CHESAPEAKE SECURITY SERVICE CO
IRS990/ContractorCompensationGrp/ServicesDesc0CONSTRUCTION
IRS990/ContractorCompensationGrp/ServicesDesc1ARCHITECT & DESIGN
IRS990/ContractorCompensationGrp/ServicesDesc2MEDIA BUYING AND CREATIVE
IRS990/ContractorCompensationGrp/ServicesDesc3SECURITY SERVICES
IRS990/ContriRptFundraisingEventAmt0600
IRS990/CostOfGoodsSoldAmt017704
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt076917
IRS990/CYGrantsAndSimilarPaidAmt0601459
IRS990/CYInvestmentIncomeAmt01496395
IRS990/CYOtherExpensesAmt09440587
IRS990/CYOtherRevenueAmt0870052
IRS990/CYProgramServiceRevenueAmt019682572
IRS990/CYRevenuesLessExpensesAmt0718363
IRS990/CYSalariesCompEmpBnftPaidAmt011365527
IRS990/CYTotalExpensesAmt021407573
IRS990/CYTotalFundraisingExpenseAmt020807
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt022125936
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt022083139
IRS990/DeferredRevenueGrp/EOYAmt022723992
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02690245
IRS990/DepreciationDepletionGrp/TotalAmt02690245
IRS990/Desc0BROADMEAD OPERATES A CONTINUING CARE RETIREMENT COMMUNITY WHICH OFFERS THREE LEVELS OF CARE. THESE CONSIST OF INDEPENDENT LIVING, ASSISTED LIVING, AND THE HEALTH CARE CENTER. INDEPENDENT LIVING - TO PROVIDE COMPREHENSIVE, INDEPENDENT LIVING SERVICES FOR AGING PEOPLE, INCLUDING MEDICAL, DIETARY, SOCIAL, AND HOUSEKEEPING SERVICES FOR RESIDENTS. BROADMEAD HAD APPROXIMATELY 95,130 INDEPENDENT LIVING CENSUS DAYS DURING THE FISCAL YEAR ENDED JUNE 30, 2014.ASSISTED LIVING - TO PROVIDE AN INTERMEDIATE LEVEL OF CARE WHEN RESIDENTS NEED HELP WITH SOME ACTIVITIES OF DAILY LIVING, BUT DO NOT REQUIRE 24 HOUR SKILLED NURSING CARE, THAT ENCOURAGES RESIDENTS TO FUNCTION AT THEIR HIGHEST LEVEL OF INDEPENDENCE. BROADMEAD HAD APPROXIMATELY 10,500 ASSISTED LIVING CENSUS DAYS DURING THE FISCAL YEAR ENDED JUNE 30, 2014.HEALTH CARE CENTER - TO PROVIDE QUALITY NURSING CARE IN A COMFORTABLE HEALTH CARE CENTER. THIS LEVEL OF CARE IS AVAILABLE ON BOTH A LONG TERM AND SHORT-TERM BASIS AND PROVIDES FOR 24 HOUR SKILLED NURSING CARE. BROADMEAD HAD APPROXIMATELY 19,377 HEALTH CARE CENTER CENSUS DAYS DURING THE FISCAL YEAR ENDED JUNE 30, 2014.BROADMEAD EXTENDS BENEVOLENCE TO RESIDENTS AT ALL LEVELS OF CARE AS NEEDED AND WHEN APPROPRIATE. BENEVOLENT CARE TOTALED $204,180 DURING THE FISCAL YEAR ENDED JUNE 30, 2014.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0311
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt010514996
IRS990/EscrowAccountLiabilityGrp/EOYAmt011895173
IRS990/ExpenseAmt016562881
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt044500
IRS990/FeesForServicesAccountingGrp/TotalAmt044500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0202268
IRS990/FeesForServicesLegalGrp/TotalAmt0202268
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0535465
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0632318
IRS990/FeesForServicesOtherGrp/TotalAmt01167783
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0211068
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0211068
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt83.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt157.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt167.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt1724.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt195.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt205.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1716.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/FormerOfcrDirectorTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt158948
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1627736
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1713874
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1827144
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1925440
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt208524
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2118763
IRS990/Form990PartVIISectionAGrp/PersonNm0ADRIAN BISHOP
IRS990/Form990PartVIISectionAGrp/PersonNm1ALICE CHERBONNIER
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROL CURROTTO
IRS990/Form990PartVIISectionAGrp/PersonNm3ALAN EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm4ROBERT P FETTER
IRS990/Form990PartVIISectionAGrp/PersonNm5BETSY FORBUSH
IRS990/Form990PartVIISectionAGrp/PersonNm6ANN H HEATON
IRS990/Form990PartVIISectionAGrp/PersonNm7FREDERIC HINZE
IRS990/Form990PartVIISectionAGrp/PersonNm8JEN HOBBINS
IRS990/Form990PartVIISectionAGrp/PersonNm9JOLENE PARUCH
IRS990/Form990PartVIISectionAGrp/PersonNm10CLINTON PETTUS
IRS990/Form990PartVIISectionAGrp/PersonNm11REBECCA RICHARDS
IRS990/Form990PartVIISectionAGrp/PersonNm12BARRETT RUDD
IRS990/Form990PartVIISectionAGrp/PersonNm13FREDERICK G THOMAS III
IRS990/Form990PartVIISectionAGrp/PersonNm14JEAN M WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm15JOHN E HOWL
IRS990/Form990PartVIISectionAGrp/PersonNm16PATRICIA L GORDON
IRS990/Form990PartVIISectionAGrp/PersonNm17BARBARA CARROLL
IRS990/Form990PartVIISectionAGrp/PersonNm18DOUGLAS BAREIS
IRS990/Form990PartVIISectionAGrp/PersonNm19THOMAS MONDLOCH
IRS990/Form990PartVIISectionAGrp/PersonNm20RITA JOHNSON-CHASE
IRS990/Form990PartVIISectionAGrp/PersonNm21RICHARD F COMPTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15139307
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16158307
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1788900
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18112165
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19155417
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20121065
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21160385
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17133350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD OF TRUSTEES
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO (EFFECTIVE JUNE 2013)
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17MEDICAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR OF SUPPORT SERVIC
IRS990/Form990PartVIISectionAGrp/TitleTxt19ASSOCIATE CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt20VP HUMAN RESOURCES
IRS990/Form990PartVIISectionAGrp/TitleTxt21FORMER CEO (THROUGH JUNE 2013)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01976
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0600
IRS990/FundraisingDirectExpensesAmt01449
IRS990/FundraisingGrossIncomeAmt015425
IRS990/GainOrLossGrp/OtherAmt0-304811
IRS990/GainOrLossGrp/SecuritiesAmt0737021
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GrantAmt0601459
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0209700
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0209700
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0391759
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0391759
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011132673
IRS990/GrossReceiptsAmt032882804
IRS990/GrossRentsGrp/RealAmt0107433
IRS990/GrossSalesOfInventoryAmt017807
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt06
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt072286
IRS990/InformationTechnologyGrp/ProgramServicesAmt04044
IRS990/InformationTechnologyGrp/TotalAmt076330
IRS990/InsuranceGrp/ManagementAndGeneralAmt02951
IRS990/InsuranceGrp/TotalAmt02951
IRS990/InterestGrp/ProgramServicesAmt0119117
IRS990/InterestGrp/TotalAmt0119117
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0133515
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0120062
IRS990/InvestmentIncomeGrp/ExclusionAmt01064185
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01064185
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0901517
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0815601
IRS990/InvestmentsPubTradedSecGrp/BOYAmt039383229
IRS990/InvestmentsPubTradedSecGrp/EOYAmt047785583
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt075
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt036981313
IRS990/LandBldgEquipBasisNetGrp/BOYAmt027964277
IRS990/LandBldgEquipBasisNetGrp/EOYAmt028444374
IRS990/LandBldgEquipCostOrOtherBssAmt065425687
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0304811
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010395652
IRS990/LessRentalExpensesGrp/RealAmt037252
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt0400744
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt0400744
IRS990/MissionDesc0TO FOSTER INDEPENDENCE, GROWTH AND OPPORTUNITIES IN ELDERHOOD BY SUPPORTING A DYNAMIC COMMUNITY, PROVIDING EXCEPTIONAL HEALTH SERVICES, DEVELOPING COLLABORATIVE RELATIONSHIPS AND UPHOLDING QUAKER VALUES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt034596702
IRS990/NetAssetsOrFundBalancesEOYAmt039563800
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0432210
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0432210
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt013976
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt013976
IRS990/NetIncomeOrLossGrp/ExclusionAmt0103
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt0103
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt070181
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt070181
IRS990/NetUnrelatedBusTxblIncmAmt0-53740
IRS990/NetUnrlzdGainsLossesInvstAmt04298349
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0533444
IRS990/OccupancyGrp/ProgramServicesAmt01242476
IRS990/OccupancyGrp/TotalAmt01775920
IRS990/OfficeExpensesGrp/FundraisingAmt09869
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0132105
IRS990/OfficeExpensesGrp/ProgramServicesAmt01662409
IRS990/OfficeExpensesGrp/TotalAmt01804383
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0596152
IRS990/OtherAssetsTotalGrp/EOYAmt0505910
IRS990/OtherChangesInNetAssetsAmt0-49614

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,829,041
Liabilities
$46,265,241
Net assets
$39,563,800
Revenue
$22,125,936
Expenses
$21,407,573
Net income
$718,363
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$208$139$69.2$37.0$36.8$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$199$137$62.1$37.9$32.1$5.84
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$212$140$72.0$38.0$28.3$9.71
2020Summary only. Only limited summary data is available for this year.$191$134$56.5$30.6$26.6$4.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$186$132$53.5$29.5$26.0$3.53
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$109$58.2$50.4$29.2$25.5$3.72
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.3$51.7$46.6$27.3$25.3$2.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$93.3$52.4$40.9$25.7$24.3$1.46
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$91.0$50.0$41.0$25.5$22.5$2.98
2014Detailed filing. Detailed filing data is available for this year.$85.8$46.3$39.6$22.1$21.4$0.72
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.1$44.5$34.6$19.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$73.7$43.2$30.5$19.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.1$41.5$30.6$18.7