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Nonprofiteer
← ANN S CHOICE INC

Form 990 for tax year 2022

Filed by ANN S CHOICE INC.

Totals

Total revenue
$82,073,134
Total expenses
$86,996,061
Contributions and grants received
$2,218,738
Grants paid
$272,920
Program service revenue
$79,291,746
Investment income
$181,275
Other revenue
$381,375
Total assets, end of year
$383,668,457
Total liabilities, end of year
$491,180,072
Net assets or fund balances, end of year
-$107,511,615
Program services expenses (Part IX)
$72,560,854
Management and general expenses
$14,236,875
Fundraising expenses
$198,332
Program service expenses (Part III)
$72,560,854

Program services were 83.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $12,735

  • 1e · Government grants (contributions)

    $941,925

  • 1f · All other contributions, gifts and grants

    $1,264,078

  • 2a · Program service revenue: RESIDENT FEES

    total $71,480,411 · related or exempt $71,480,411

  • 2b · Program service revenue: ANCILLARY FEES

    total $6,402,266 · related or exempt $6,402,266

  • 2c · Program service revenue: RESIDENT DEPOSITS

    total $1,408,919 · related or exempt $1,408,919

  • 2d · Program service revenue: PROCESSING FEES

    total $150 · related or exempt $150

  • 3 · Investment income

    total $155,169 · excluded $155,169

  • 6a · Gross rents

    real property $371,865

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $371,865

  • 6d · Net rental income or loss

    total $371,865 · excluded $371,865

  • 7a · Gross sales of assets other than inventory

    securities $7,739 · other assets $18,367

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $7,739 · other assets $18,367

  • 7d · Net gain or loss

    total $26,106 · excluded $26,106

  • 8a · Fundraising events: gross income

    $35,290

  • 8a · Fundraising events: contributions included on line 1c

    $12,735

  • 8b · Fundraising events: direct expenses

    $27,487

  • 8c · Net income from fundraising events

    total $7,803 · excluded $7,803

  • 11a · Other revenue: PANDEMIC RELATED RESID

    total $1,707 · excluded $1,707

  • 11e · Other revenue, total

    $1,707

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $25,477 · program services $25,477

  • 2 · Grants to domestic individuals

    total $247,443 · program services $247,443

  • 5 · Compensation of officers, directors and key employees

    total $604,312 · management and general $604,312

  • 7 · Other salaries and wages

    total $29,466,323 · program services $24,974,604 · management and general $4,338,219 · fundraising $153,500

  • 8 · Pension plan contributions

    total $505,618 · program services $399,048 · management and general $101,954 · fundraising $4,616

  • 9 · Other employee benefits

    total $3,721,937 · program services $2,973,493 · management and general $740,954 · fundraising $7,490

  • 10 · Payroll taxes

    total $2,289,420 · program services $1,845,874 · management and general $429,227 · fundraising $14,319

  • 11a · Fees: management

    total $3,412,401 · program services $3,412,401

  • 11b · Fees: legal

    total $76,331 · program services $5,910 · management and general $70,421

  • 11c · Fees: accounting

    total $79,715 · management and general $79,715

  • 11f · Fees: investment management

    total $10,078 · management and general $10,078

  • 11g · Fees: other

    total $8,971,957 · program services $2,232,355 · management and general $6,739,163 · fundraising $439

  • 12 · Advertising and promotion

    total $3,016,537 · program services $3,016,537

  • 13 · Office expenses

    total $7,610,912 · program services $6,844,812 · management and general $751,228 · fundraising $14,872

  • 16 · Occupancy

    total $5,444,689 · program services $5,421,781 · management and general $22,908

  • 17 · Travel

    total $86,173 · program services $33,624 · management and general $52,174 · fundraising $375

  • 20 · Interest

    total $2,964,636 · program services $2,964,636

  • 22 · Depreciation, depletion and amortization

    total $15,041,965 · program services $15,041,965

  • 23 · Insurance

    total $953,762 · program services $953,762

  • 24a · Other expenses: EQUIPMENT RENTAL

    total $1,422,887 · program services $1,332,160 · management and general $90,717 · fundraising $10

  • 24b · Other expenses: CHARITY CARE

    total $745,806 · program services $745,806

  • 24c · Other expenses: RESIDENT RELATIONS

    total $297,682 · program services $89,166 · management and general $205,805 · fundraising $2,711

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,500 · end of year $2,050

  • 2 · Savings and temporary cash investments

    beginning of year $19,905,397 · end of year $21,177,383

  • 4 · Accounts receivable

    beginning of year $2,758,848 · end of year $2,890,123

  • 7 · Other notes and loans receivable

    beginning of year $4,308,400 · end of year $6,511,000

  • 8 · Inventories for sale or use

    beginning of year $278,233 · end of year $179,773

  • 9 · Prepaid expenses and deferred charges

    beginning of year $305,379 · end of year $409,600

  • 10a · Land, buildings and equipment: cost or other basis

    $436,564,451

  • 10b · Land, buildings and equipment: accumulated depreciation

    $149,336,815

  • 10c · Land, buildings and equipment, net

    beginning of year $290,737,134 · end of year $287,227,636

  • 11 · Investments: publicly traded securities

    beginning of year $4,662,747 · end of year $3,450,082

  • 12 · Investments: other securities

    beginning of year $67,379,366 · end of year $61,647,441

  • 15 · Other assets

    beginning of year $126,874 · end of year $173,369

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,857,283 · end of year $6,631,565

  • 20 · Tax-exempt bond liabilities

    beginning of year $95,920,266 · end of year $93,808,932

  • 21 · Escrow or custodial account liability

    beginning of year $810,400 · end of year $778,900

  • 23 · Secured mortgages and notes payable

    beginning of year $601,391 · end of year $433,120

  • 25 · Other liabilities

    beginning of year $377,962,251 · end of year $389,527,555

  • 27 · Net assets without donor restrictions

    beginning of year -$94,381,277 · end of year -$109,668,960

  • 28 · Net assets with donor restrictions

    beginning of year $2,693,564 · end of year $2,157,345

Mission and programs · 2022

Mission

MISSION STATEMENT - HOME IS BELONGING, PEACE OF MIND, LOVE AND ACCEPTANCE. WELCOME HOME!VISION STATEMENT - ANN'S CHOICE, INC. CELEBRATES AGING! GROUNDED IN INCLUSION, INNOVATION AND ADVOCACY, WE CREATE UNPARALLELED VALUE AND OPPORTUNITIES FOR EVERY LIFE WE TOUCH. AS PART OF THE NATIONAL SENIOR COMMUNITIES ENTERPRISE, WE LEVERAGE OUR STRONG FINANCIAL FOUNDATION AND GOVERNANCE FOR THE BENEFIT OF SENIORS AND THOSE WHO SUPPORT THEM.

Activities or mission (Part I)

PROVIDE A HOME FOR SENIORS THAT SATISFIES THEIR THREE PRIMARY NEEDS.

  • ANN'S CHOICE PROVIDES SERVICES NEEDED BY SENIOR RESIDENTS, WHO RESIDE IN 1,472 INDEPENDENT LIVING UNITS, 82 ASSISTED LIVING UNITS, 66 SKILLED NURSING BEDS, AND 44 MEMORY CARE UNITS. THE SERVICES WE PROVIDE TO OUR RESIDENTS INCLUDE, BUT ARE NOT LIMITED TO HOUSING, FOOD, MEDICAL, SECURITY AND MAINTENANCE SERVICES, RECREATIONAL AND PASTORAL ACTIVITIES.

    Expenses $72,560,854 · Grants $272,920 · Revenue $79,291,746

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • FREDICK W HAAS

    DIRECTOR (THRU 3/31/22)

    Total calculated
    $37,500
    From this org
    $0
    From related orgs
    $37,500
    Other
    $0
    Hours/week
    0.1 + 15.3 related

  • JAMES P HAYES

    DIRECTOR (THRU 3/31/22)

    Total calculated
    $38,125
    From this org
    $0
    From related orgs
    $38,125
    Other
    $0
    Hours/week
    0.1 + 8.4 related

  • C JACKSON BAIN

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.1 + 6.6 related

  • BARBARA C BISGAIER

    PRESIDENT

    Total calculated
    $110,000
    From this org
    $0
    From related orgs
    $110,000
    Other
    $0
    Hours/week
    1 + 8.6 related

  • MARY D COLINS

    SECRETARY

    Total calculated
    $150,000
    From this org
    $0
    From related orgs
    $150,000
    Other
    $0
    Hours/week
    0.1 + 7.7 related

  • EILEEN G ERSTAD

    VICE CHAIR & VP/TREASURER

    Total calculated
    $161,875
    From this org
    $0
    From related orgs
    $161,875
    Other
    $0
    Hours/week
    0.1 + 21.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,875 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $161,875 related

  • REV DR ZINA JACQUE

    DIRECTOR

    Total calculated
    $187,500
    From this org
    $0
    From related orgs
    $187,500
    Other
    $0
    Hours/week
    0.1 + 11 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $187,500 related

  • STEPHANIE L REEL

    DIRECTOR

    Total calculated
    $134,315
    From this org
    $0
    From related orgs
    $134,315
    Other
    $0
    Hours/week
    0.1 + 9.1 related

  • MICHAEL W ROSKIEWICZ

    DIRECTOR

    Total calculated
    $100,000
    From this org
    $0
    From related orgs
    $100,000
    Other
    $0
    Hours/week
    0.1 + 7.2 related

  • ARNOLD SPEERT

    DIRECTOR

    Total calculated
    $90,000
    From this org
    $0
    From related orgs
    $90,000
    Other
    $0
    Hours/week
    0.1 + 6.2 related

  • PATRICIA M BROWN

    DIRECTOR (BEG 4/1/22)

    Total calculated
    $76,833
    From this org
    $0
    From related orgs
    $76,833
    Other
    $0
    Hours/week
    0.1 + 7.1 related

  • PAMELA D PAULK

    DIRECTOR (BEG 4/1/22)

    Total calculated
    $76,833
    From this org
    $0
    From related orgs
    $76,833
    Other
    $0
    Hours/week
    0.1 + 6.1 related

  • MONTY C LEONARD

    DIRECTOR (BEG 4/1/22)

    Total calculated
    $76,833
    From this org
    $0
    From related orgs
    $76,833
    Other
    $0
    Hours/week
    0.1 + 10.2 related

  • CHRIS RATHMANN

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 6.5 related

  • MARK EMBLEY

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7.5 related

  • JOHN HALL

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 6.5 related

  • NEAL GANTERT

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 6.5 related

  • CHRISTOPHER DONATI

    EXECUTIVE DIRECTOR

    Total calculated
    $266,050
    From this org
    $245,206
    From related orgs
    $0
    Other
    $20,844
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,444
    Bonus
    $41,000
    Other
    $4,762
    Deferred
    $7,766
    Nontaxable benefits
    $13,078
    Filer's total
    $266,050

  • THOMAS WALSH

    DIRECTOR OF FINANCE

    Total calculated
    $181,156
    From this org
    $175,130
    From related orgs
    $0
    Other
    $6,026
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,686
    Bonus
    $21,500
    Other
    $944
    Deferred
    $5,442
    Nontaxable benefits
    $584
    Filer's total
    $181,156

  • TRACY COLLINS

    DIRECTOR, NURSING

    Total calculated
    $157,106
    From this org
    $152,309
    From related orgs
    $0
    Other
    $4,797
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,453
    Bonus
    $11,600
    Other
    $7,256
    Deferred
    $4,332
    Nontaxable benefits
    $465
    Filer's total
    $157,106

  • LISA SICILIA

    PESONAL MOVING CONSULTANT

    Total calculated
    $149,070
    From this org
    $144,547
    From related orgs
    $0
    Other
    $4,523
    Hours/week
    40

  • MAGDALENE SAUER

    REGISTERED NURSE

    Total calculated
    $153,964
    From this org
    $141,947
    From related orgs
    $0
    Other
    $12,017
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $141,403
    Bonus
    $0
    Other
    $544
    Deferred
    $1,783
    Nontaxable benefits
    $10,234
    Filer's total
    $153,964

  • SANDRA RIVERA

    NURSE PRACTIONER, EHWB

    Total calculated
    $136,385
    From this org
    $132,462
    From related orgs
    $0
    Other
    $3,923
    Hours/week
    40

  • JENNIFER KUEHL

    MANAGER, REHABILITATION

    Total calculated
    $141,580
    From this org
    $120,071
    From related orgs
    $0
    Other
    $21,509
    Hours/week
    40

  • BRIGID KELLY

    REHABILITATION ASST MANAGER

    Total calculated
    $130,601
    From this org
    $116,857
    From related orgs
    $0
    Other
    $13,744
    Hours/week
    40

  • E MICHELLE BOHREER

    FORMER PRESIDENT

    Total calculated
    $135,625
    From this org
    $0
    From related orgs
    $135,625
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $135,625 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $135,625 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
SEVERANCE PAYMENT, MICHELLE BOHREER - $135,625.
PART I, LINE 7
THE EMPLOYEES LISTED ON FORM 990, PART VII, SECTION A, LINE 1A RECEIVED A DISCRETIONARY BONUS DURING THE YEAR.
SCHEDULE J, PART II
CHRISTOPHER DONATI AND THOMAS WALSH ARE LISTED IN SCHEDULE J, PART II AND ARE EMPLOYEES OF ERICKSON SENIOR LIVING ("ESL"), AN UNRELATED ORGANIZATION TO ANN'S CHOICE, INC., IN ACCORDANCE WITH THE MANAGEMENT AGREEMENT BETWEEN ANN'S CHOICE, INC. AND ESL. SEE SCHEDULE O EXPLANATION FOR FORM 990, PART VI, SECTION A, LINE 3. THEREFORE, FOR IRS MATCHING PURPOSES, ESL IS THE ISSUER OF THE FORM W-2. UNDER THE MANAGEMENT AGREEMENT, ANN'S CHOICE, INC. REIMBURSES ESL FOR THE COST OF SERVICES PERFORMED FOR ANN'S CHOICE, INC.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • ASHBY PONDS INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • AVERY POINT INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • BETHESDA NSC RETIREMENT COMMUNITY INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • BROOKSBY VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • CEDAR CREST VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • EAGLE'S TRACE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • FAIRFAX NSC RETIREMENT COMMUNITY INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • FOX RUN VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • GREENSPRING VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • HIGHLAND SPRINGS INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • LANTERN HILL INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • LINDEN PONDS INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • MARIS GROVE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · PA

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • MATTHEWS NSC RETIREMENT COMMUNITY INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • NATIONAL SENIOR COMMUNITIES INC

    501(C)(3) · SUPPORTING ORGANIZATION · MD

  • OAK CREST VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • RIDERWOOD VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • SEABROOK VILLAGE INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • TALLGRASS CREEK INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • WIND CREST INC

    501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · MD

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202343119349304324

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