Skip to content
Nonprofiteer
← ANN S CHOICE INC

Form 990 for tax year 2023

Filed by ANN S CHOICE INC.

Totals

Total revenue
$90,578,678
Total expenses
$91,647,235
Contributions and grants received
$2,170,097
Grants paid
$228,602
Program service revenue
$87,495,488
Investment income
$656,466
Other revenue
$256,627
Total assets, end of year
$402,798,867
Total liabilities, end of year
$502,246,178
Net assets or fund balances, end of year
-$99,447,311
Program services expenses (Part IX)
$75,875,500
Management and general expenses
$15,590,865
Fundraising expenses
$180,870
Program service expenses (Part III)
$75,875,500

Program services were 82.8% 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.

  • 1c · Fundraising events

    $11,905

  • 1e · Government grants (contributions)

    $199,615

  • 1f · All other contributions, gifts and grants

    $1,958,577

  • 1g · Noncash contributions included above

    $10,102

  • 2a · Program service revenue: RESIDENT FEES

    total $79,498,488 · related or exempt $79,498,488

  • 2b · Program service revenue: ANCILLARY FEES

    total $6,333,969 · related or exempt $6,333,969

  • 2c · Program service revenue: RESIDENT DEPOSITS

    total $1,661,881 · related or exempt $1,661,881

  • 2d · Program service revenue: PROCESSING FEES

    total $1,150 · related or exempt $1,150

  • 3 · Investment income

    total $528,784 · excluded $528,784

  • 6a · Gross rents

    real property $250,920

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $250,920

  • 6d · Net rental income or loss

    total $250,920 · excluded $250,920

  • 7a · Gross sales of assets other than inventory

    securities $49,617 · other assets $78,065

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $49,617 · other assets $78,065

  • 7d · Net gain or loss

    total $127,682 · excluded $127,682

  • 8a · Fundraising events: gross income

    $25,973

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

    $11,905

  • 8b · Fundraising events: direct expenses

    $20,266

  • 8c · Net income from fundraising events

    total $5,707 · excluded $5,707

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,800 · program services $7,800

  • 2 · Grants to domestic individuals

    total $220,802 · program services $220,802

  • 5 · Compensation of officers, directors and key employees

    total $444,950 · management and general $444,950

  • 7 · Other salaries and wages

    total $30,368,814 · program services $25,903,175 · management and general $4,328,513 · fundraising $137,126

  • 8 · Pension plan contributions

    total $532,046 · program services $425,005 · management and general $103,599 · fundraising $3,442

  • 9 · Other employee benefits

    total $4,519,534 · program services $3,540,319 · management and general $968,558 · fundraising $10,657

  • 10 · Payroll taxes

    total $2,362,223 · program services $2,012,117 · management and general $339,812 · fundraising $10,294

  • 11a · Fees: management

    total $3,779,387 · program services $3,779,387

  • 11b · Fees: legal

    total $511,671 · program services $18,329 · management and general $493,342

  • 11c · Fees: accounting

    total $132,214 · management and general $132,214

  • 11f · Fees: investment management

    total $11,210 · management and general $11,210

  • 11g · Fees: other

    total $9,014,684 · program services $1,677,025 · management and general $7,337,659

  • 12 · Advertising and promotion

    total $3,236,052 · program services $3,236,052

  • 13 · Office expenses

    total $8,012,689 · program services $7,063,285 · management and general $936,839 · fundraising $12,565

  • 16 · Occupancy

    total $5,694,281 · program services $5,687,668 · management and general $6,570 · fundraising $43

  • 17 · Travel

    total $164,503 · program services $78,040 · management and general $85,206 · fundraising $1,257

  • 20 · Interest

    total $2,976,262 · program services $2,974,710 · management and general $1,552

  • 22 · Depreciation, depletion and amortization

    total $15,753,134 · program services $15,753,134

  • 23 · Insurance

    total $968,933 · program services $968,933

  • 24a · Other expenses: EQUIPMENT RENTAL

    total $1,665,288 · program services $1,555,693 · management and general $109,579 · fundraising $16

  • 24b · Other expenses: CHARITY CARE

    total $843,695 · program services $843,695

  • 24c · Other expenses: RESIDENT RELATIONS

    total $427,063 · program services $130,331 · management and general $291,262 · fundraising $5,470

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

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

  • 2 · Savings and temporary cash investments

    beginning of year $21,177,383 · end of year $32,717,283

  • 4 · Accounts receivable

    beginning of year $2,890,123 · end of year $3,067,316

  • 7 · Other notes and loans receivable

    beginning of year $6,511,000 · end of year $6,547,400

  • 8 · Inventories for sale or use

    beginning of year $179,773 · end of year $180,951

  • 9 · Prepaid expenses and deferred charges

    beginning of year $409,600 · end of year $385,666

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

    $446,326,959

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

    $161,800,127

  • 10c · Land, buildings and equipment, net

    beginning of year $287,227,636 · end of year $284,526,832

  • 11 · Investments: publicly traded securities

    beginning of year $3,450,082 · end of year $4,314,725

  • 12 · Investments: other securities

    beginning of year $61,647,441 · end of year $70,957,285

  • 15 · Other assets

    beginning of year $173,369 · end of year $99,359

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,631,565 · end of year $7,153,030

  • 20 · Tax-exempt bond liabilities

    beginning of year $93,808,932 · end of year $91,707,608

  • 21 · Escrow or custodial account liability

    beginning of year $778,900 · end of year $996,599

  • 23 · Secured mortgages and notes payable

    beginning of year $433,120 · end of year $254,321

  • 25 · Other liabilities

    beginning of year $389,527,555 · end of year $402,134,620

  • 27 · Net assets without donor restrictions

    beginning of year -$109,668,960 · end of year -$102,284,174

  • 28 · Net assets with donor restrictions

    beginning of year $2,157,345 · end of year $2,836,863

Mission and programs · 2023

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 1,465 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 $75,875,500 · Grants $228,602 · Revenue $87,495,488

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • BARBARA C BISGAIER

    CHAIR & PRESIDENT

    Total calculated
    $110,000
    From this org
    $0
    From related orgs
    $110,000
    Other
    $0
    Hours/week
    0.7 + 7.3 related

  • STEPHANIE L REEL

    VICE CHAIR & VICE PRESIDENT

    Total calculated
    $150,000
    From this org
    $0
    From related orgs
    $150,000
    Other
    $0
    Hours/week
    0.1 + 9.9 related

  • MARY D COLINS

    SECRETARY

    Total calculated
    $150,000
    From this org
    $0
    From related orgs
    $150,000
    Other
    $0
    Hours/week
    0.1 + 10.3 related

  • EILEEN G ERSTAD

    TREASURER

    Total calculated
    $167,500
    From this org
    $0
    From related orgs
    $167,500
    Other
    $0
    Hours/week
    0.1 + 14.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $167,500 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $167,500 related

  • PATRICIA M BROWN

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.1 + 7.6 related

  • IAN BROWN

    DIRECTOR (BEG 4/1/23)

    Total calculated
    $65,000
    From this org
    $0
    From related orgs
    $65,000
    Other
    $0
    Hours/week
    0.1 + 7.8 related

  • REV DR ZINA JACQUE

    DIRECTOR

    Total calculated
    $215,000
    From this org
    $0
    From related orgs
    $215,000
    Other
    $0
    Hours/week
    0.1 + 9.3 related

    Schedule J breakdown matched by us

    Base
    $0 + $215,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $215,000 related

  • MONTY C LEONARD

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.1 + 8.4 related

  • PAMELA D PAULK

    DIRECTOR

    Total calculated
    $87,500
    From this org
    $0
    From related orgs
    $87,500
    Other
    $0
    Hours/week
    0.1 + 8.2 related

  • MICHAEL W ROSKIEWICZ

    DIRECTOR

    Total calculated
    $110,000
    From this org
    $0
    From related orgs
    $110,000
    Other
    $0
    Hours/week
    0.1 + 9.5 related

  • RUSSELL SHARP

    DIRECTOR (BEG 4/1/23)

    Total calculated
    $65,000
    From this org
    $0
    From related orgs
    $65,000
    Other
    $0
    Hours/week
    0.1 + 7.8 related

  • C JACKSON BAIN

    DIRECTOR (THRU 3/31/23)

    Total calculated
    $22,500
    From this org
    $0
    From related orgs
    $22,500
    Other
    $0
    Hours/week
    0.1 + 6.6 related

  • ARNOLD SPEERT

    DIRECTOR (THRU 3/31/23)

    Total calculated
    $22,500
    From this org
    $0
    From related orgs
    $22,500
    Other
    $0
    Hours/week
    0.1 + 8.1 related

  • CHRIS RATHMANN

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7 related

  • MARK EMBLEY

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 8 related

  • JOHN HALL

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7 related

  • NEAL GANTERT

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 7 related

  • CHRISTOPHER DONATI

    EXECUTIVE DIRECTOR

    Total calculated
    $261,423
    From this org
    $238,561
    From related orgs
    $0
    Other
    $22,862
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,071
    Bonus
    $32,500
    Other
    $3,990
    Deferred
    $9,150
    Nontaxable benefits
    $13,712
    Filer's total
    $261,423

  • THOMAS WALSH

    DIRECTOR, FINANCE

    Total calculated
    $183,527
    From this org
    $177,556
    From related orgs
    $0
    Other
    $5,971
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,586
    Bonus
    $17,000
    Other
    $970
    Deferred
    $5,368
    Nontaxable benefits
    $603
    Filer's total
    $183,527

  • LISA SICILIA

    PLANNING AND MOVING CONSULTANT

    Total calculated
    $135,697
    From this org
    $130,889
    From related orgs
    $0
    Other
    $4,808
    Hours/week
    40

  • BARBARA WOLFGANG

    ASSISTANT DIRECTOR, NURSING

    Total calculated
    $134,538
    From this org
    $124,318
    From related orgs
    $0
    Other
    $10,220
    Hours/week
    40

  • SANDRA RIVERA

    NURSE PRACTITIONER, EHW

    Total calculated
    $141,955
    From this org
    $137,529
    From related orgs
    $0
    Other
    $4,426
    Hours/week
    40

  • BRIGID KELLY

    REHABILITATION ASSISTANT MANAGER

    Total calculated
    $136,494
    From this org
    $122,159
    From related orgs
    $0
    Other
    $14,335
    Hours/week
    40

  • JENNIFER KUEHL

    MANAGER, REHABILITATION

    Total calculated
    $142,139
    From this org
    $127,419
    From related orgs
    $0
    Other
    $14,720
    Hours/week
    40

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
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 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 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

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.

  • 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

  • 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

  • WOODLEIGH CHASE 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
2023
Filed
27 September 2024
IRS schema version
2023v5.1
Source object
202442769349300649

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.