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← NATIONAL SENIOR COMMUNITIES INC

Form 990 for tax year 2022

Filed by NATIONAL SENIOR COMMUNITIES INC.

Totals

Total revenue
$5,500,162
Total expenses
$3,868,631
Contributions and grants received
$0
Grants paid
$27,893
Program service revenue
$5,500,000
Investment income
$0
Other revenue
$162
Total assets, end of year
$10,169,612
Total liabilities, end of year
$1,778,196
Net assets or fund balances, end of year
$8,391,416
Program services expenses (Part IX)
$571,582
Management and general expenses
$3,297,049
Fundraising expenses
$0
Program service expenses (Part III)
$571,582

Program services were 14.8% 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.

  • 2a · Program service revenue: SYSTEM FEE

    total $5,500,000 · related or exempt $5,500,000

  • 11a · Other revenue: MISCELLANEOUS

    total $162 · excluded $162

  • 11e · Other revenue, total

    $162

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $27,893 · program services $27,893

  • 5 · Compensation of officers, directors and key employees

    total $1,839,636 · management and general $1,839,636

  • 7 · Other salaries and wages

    total $135,334 · management and general $135,334

  • 8 · Pension plan contributions

    total $3,567 · management and general $3,567

  • 9 · Other employee benefits

    total $394 · management and general $394

  • 10 · Payroll taxes

    total $84,190 · management and general $84,190

  • 11b · Fees: legal

    total $1,074,839 · program services $415,897 · management and general $658,942

  • 11c · Fees: accounting

    total $50,382 · management and general $50,382

  • 11g · Fees: other

    total $300,565 · program services $6,350 · management and general $294,215

  • 13 · Office expenses

    total $32,967 · program services $672 · management and general $32,295

  • 16 · Occupancy

    total $116,039 · management and general $116,039

  • 17 · Travel

    total $80,897 · program services $65,147 · management and general $15,750

  • 19 · Conferences, conventions and meetings

    total $44,299 · program services $38,126 · management and general $6,173

  • 22 · Depreciation, depletion and amortization

    total $10,128 · management and general $10,128

  • 23 · Insurance

    total $3,698 · management and general $3,698

  • 24a · Other expenses: BOOKS & SUBSCRIPTIONS

    total $33,425 · management and general $33,425

  • 24e · All other expenses

    total $30,378 · program services $17,497 · management and general $12,881

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,247,394 · end of year $9,542,031

  • 9 · Prepaid expenses and deferred charges

    beginning of year $6,932 · end of year $3,024

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

    $57,401

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

    $18,385

  • 10c · Land, buildings and equipment, net

    beginning of year $40,947 · end of year $39,016

  • 15 · Other assets

    beginning of year $34,043 · end of year $585,541

  • 17 · Accounts payable and accrued expenses

    beginning of year $194,431 · end of year $117,797

  • 25 · Other liabilities

    beginning of year $1,375,000 · end of year $1,660,399

  • 27 · Net assets without donor restrictions

    beginning of year $6,759,885 · end of year $8,391,416

Mission and programs · 2022

Mission

SEE SCHEDULE O.

Activities or mission (Part I)

PROVIDE ADVISORY SERVICES AND STRATEGIC VISION TO ITS SUPPORTED ORGANIZATIONS.

  • MANAGEMENT AND ADVISORY SERVICES, PROVIDING STRATEGIC VISION AND DIRECTION, DEVELOPING AND MONITORING OVERALL POLICIES AND GUIDELINES FOR OPERATIONS AND STANDARDS OF CARE, AND EXTENDING SENIOR HOUSING TO LOCATIONS WHERE IT IS NEEDED.

    Expenses $571,582 · Grants $27,893 · Revenue $5,500,000

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

Listed in Part VII

  • FREDERICK W HAAS

    DIRECTOR (THRU 3/31/22)

    Total calculated
    $37,500
    From this org
    $37,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    11.6 + 3.8 related

  • JAMES P HAYES

    VICE CHAIR (THRU 3/31/22)

    Total calculated
    $38,125
    From this org
    $38,125
    From related orgs
    $0
    Other
    $0
    Hours/week
    6.6 + 1.9 related

  • C JACKSON BAIN

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $87,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    4 + 2.7 related

  • BARBARA C BISGAIER

    DIRECTOR

    Total calculated
    $110,000
    From this org
    $110,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    6.6 + 3 related

  • MARY D COLINS

    SECRETARY

    Total calculated
    $150,000
    From this org
    $150,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    4.5 + 3.3 related

  • EILEEN G ERSTAD

    TREASURER

    Total calculated
    $161,875
    From this org
    $161,875
    From related orgs
    $0
    Other
    $0
    Hours/week
    17.5 + 4.3 related

    Schedule J breakdown matched by us

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

  • REV DR ZINA JACQUE

    CHAIR

    Total calculated
    $187,500
    From this org
    $187,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    8.1 + 3 related

    Schedule J breakdown matched by us

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

  • STEPHANIE L REEL

    VICE CHAIR

    Total calculated
    $134,315
    From this org
    $134,315
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.9 + 3.3 related

  • MICHAEL W ROSKIEWICZ

    DIRECTOR

    Total calculated
    $100,000
    From this org
    $100,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.9 + 3.4 related

  • ARNOLD SPEERT

    DIRECTOR

    Total calculated
    $90,000
    From this org
    $90,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3.8 + 2.5 related

  • PATRICIA M BROWN

    DIRECTOR (BEG 4/1/22)

    Total calculated
    $76,833
    From this org
    $76,833
    From related orgs
    $0
    Other
    $0
    Hours/week
    5.6 + 1.6 related

  • PAMELA D PAULK

    DIRECTOR (BEG 4/1/22)

    Total calculated
    $76,833
    From this org
    $76,833
    From related orgs
    $0
    Other
    $0
    Hours/week
    4.6 + 1.6 related

  • MONTY C LEONARD

    DIRECTOR (BEG 4/1/22)

    Total calculated
    $76,833
    From this org
    $76,833
    From related orgs
    $0
    Other
    $0
    Hours/week
    6.8 + 3.5 related

  • DANIEL TYLER

    DIRECTOR OF FINANCE

    Total calculated
    $279,390
    From this org
    $262,446
    From related orgs
    $0
    Other
    $16,944
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $213,946
    Bonus
    $48,500
    Other
    $0
    Deferred
    $4,500
    Nontaxable benefits
    $12,444
    Filer's total
    $279,390

  • SCOTT SAWICKI

    EXECUTIVE DIRECTOR

    Total calculated
    $306,446
    From this org
    $272,829
    From related orgs
    $0
    Other
    $33,617
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,829
    Bonus
    $45,000
    Other
    $0
    Deferred
    $4,864
    Nontaxable benefits
    $28,753
    Filer's total
    $306,446

  • DIANE ROTOLO

    OPERATIONS DIRECTOR

    Total calculated
    $223,541
    From this org
    $219,580
    From related orgs
    $0
    Other
    $3,961
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,080
    Bonus
    $39,500
    Other
    $0
    Deferred
    $3,567
    Nontaxable benefits
    $394
    Filer's total
    $223,541

  • MICHELLE BOHREER

    FORMER CHAIR & PRESIDENT

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

    Schedule J breakdown matched by us

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

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 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

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
  • 7 · Other non-fixed payments
  • 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'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

No itemized grants to organizations 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.

  • ANN'S CHOICE INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • ASHBY PONDS INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • AVERY POINT INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • BETHESDA NSC RETIREMENT COMMUNITY INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • BROOKSBY VILLAGE INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • CEDAR CREST VILLAGE INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • EAGLE'S TRACE INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • FAIRFAX NSC RETIREMENT COMMUNITY INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • FOX RUN VILLAGE INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • GREENSPRING VILLAGE INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • HIGHLAND SPRINGS INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • LANTERN HILL INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • LINDEN PONDS INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • MARIS GROVE INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • MATTHEWS NSC RETIREMENT COMMUNITY INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • OAK CREST VILLAGE INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • RIDERWOOD VILLAGE INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • SEABROOK VILLAGE INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • TALLGRASS CREEK INC

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

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • WIND CREST INC

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

    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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • NSC - AVERY POINT LLC

    HOLD PARTNERSHIP INTEREST · MD · income $0 · assets $0

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • NSC - SIENA LAKES LLC

    HOLD PARTNERSHIP INTEREST · MD · income $0 · assets $0

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • NSC - WINDSOR RUN LLC

    HOLD PARTNERSHIP INTEREST · MD · income $0 · assets $0

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • NSC - THE GRANDVIEW LLC

    HOLD PARTNERSHIP INTEREST · MD · income $0 · assets $0

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

  • NSC - WOODLEIGH CHASE LLC

    HOLD PARTNERSHIP INTEREST · MD · income $0 · assets $0

    Directly controlled by NATIONAL SENIOR COMMUNITIES INC

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.

  • THE TALON BAR COMPANY

    C · TO HOLD LIQUOR LICENSE FOR EAGLE'S TRACE · TX · 100% owned · controlled entity

    Directly controlled by EAGLE'S TRACE INC

Provenance

Return type
form_990
Tax year
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202323119349300637

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