2023-11-07T10:45:37-06:00 2022-12-31 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2022-01-01 204356247 NATIONAL SENIOR COMMUNITIES INC NATI 4109997363 816 CONNECTICUT AVE NW 7TH FLOOR WASHINGTON DC 20006 EILEEN ERSTAD TREASURER 4109997363 2023-10-31 1 EILEEN ERSTAD 999009999 0 JULIA FLANNERY CPA P00928918 4102469300 2023-10-31 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ZINA JACQUE 816 CONNECTICUT AVE NW 7TH FLOOR WASHINGTON DC 20006 5500162 0 X WWW.NATIONALSENIORCAMPUSES.ORG X 2006 MD PROVIDE ADVISORY SERVICES AND STRATEGIC VISION TO ITS SUPPORTED ORGANIZATIONS. 11 7 9 0 0 0 0 0 5500000 5500000 0 0 0 162 5500000 5500162 21900 27893 0 0 1979992 2063121 0 0 0 1630738 1777617 3632630 3868631 1867370 1631531 8329316 10169612 1569431 1778196 6759885 8391416 X SEE SCHEDULE O. 0 0 571582 27893 5500000 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. 571582 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 27 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 7 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 X X X MARCUM LLP 2022274000 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 FREDERICK W HAAS DIRECTOR (THRU 3/31/22) 11.60 3.80 X 37500 0 0 JAMES P HAYES VICE CHAIR (THRU 3/31/22) 6.60 1.90 X X 38125 0 0 C JACKSON BAIN DIRECTOR 4.00 2.70 X 87500 0 0 BARBARA C BISGAIER DIRECTOR 6.60 3.00 X 110000 0 0 MARY D COLINS SECRETARY 4.50 3.30 X X 150000 0 0 EILEEN G ERSTAD TREASURER 17.50 4.30 X X 161875 0 0 REV DR ZINA JACQUE CHAIR 8.10 3.00 X X 187500 0 0 STEPHANIE L REEL VICE CHAIR 5.90 3.30 X X 134315 0 0 MICHAEL W ROSKIEWICZ DIRECTOR 3.90 3.40 X 100000 0 0 ARNOLD SPEERT DIRECTOR 3.80 2.50 X 90000 0 0 PATRICIA M BROWN DIRECTOR (BEG 4/1/22) 5.60 1.60 X 76833 0 0 PAMELA D PAULK DIRECTOR (BEG 4/1/22) 4.60 1.60 X 76833 0 0 MONTY C LEONARD DIRECTOR (BEG 4/1/22) 6.80 3.50 X 76833 0 0 DANIEL TYLER DIRECTOR OF FINANCE 40.00 X 262446 0 16944 SCOTT SAWICKI EXECUTIVE DIRECTOR 40.00 X 272829 0 33617 DIANE ROTOLO OPERATIONS DIRECTOR 40.00 X 219580 0 3961 MICHELLE BOHREER FORMER CHAIR & PRESIDENT 0.00 X 135625 0 0 2217794 0 54522 8 1 1 0 WHITEFORD TAYLOR & PRESTON LLP SEVEN SAINT PAUL STREET BALTIMORE MD 21202 LEGAL 1027817 1 SYSTEM FEE 900099 5500000 5500000 5500000 MISCELLANEOUS 900099 162 162 162 5500162 5500000 0 162 27893 27893 1839636 1839636 135334 135334 3567 3567 394 394 84190 84190 1074839 415897 658942 50382 50382 300565 6350 294215 32967 672 32295 116039 116039 80897 65147 15750 44299 38126 6173 10128 10128 3698 3698 BOOKS & SUBSCRIPTIONS 33425 33425 30378 17497 12881 3868631 571582 3297049 0 8247394 9542031 6932 3024 57401 18385 40947 39016 34043 585541 8329316 10169612 194431 117797 1375000 1660399 1569431 1778196 X 6759885 8391416 6759885 8391416 8329316 10169612 1631531 0 X 0 0 0 X X X 16 ANN'S CHOICE INC 522324152 10 1 382844 0 ASHBY PONDS INC 205609803 10 1 367430 0 BROOKSBY VILLAGE INC 522126755 10 1 391621 0 CEDAR CREST VILLAGE INC 522184915 10 1 431139 0 EAGLE'S TRACE INC 030498683 10 1 212350 0 FOX RUN VILLAGE INC 522291271 10 1 287584 0 GREENSPRING VILLAGE INC 522095427 10 1 420571 0 HIGHLAND SPRINGS INC 510536892 10 1 257349 0 LANTERN HILL INC 371742780 10 1 172612 0 LINDEN PONDS INC 141849849 10 1 315149 0 MARIS GROVE INC 550878964 10 1 368241 0 OAK CREST VILLAGE INC 521874053 10 1 437176 0 RIDERWOOD VILLAGE INC 522126753 10 1 590789 0 SEABROOK VILLAGE INC 522126751 10 1 312971 0 TALLGRASS CREEK INC 870765641 10 1 179981 0 WIND CREST INC 510549976 10 1 369582 0 16 5497389 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, SECTION E, LINE 3A: PURSUANT TO EACH SUPPORTED ORGANZATION'S BYLAWS, NSC IS THE SOLE MEMBER. THE BOARDS OF THE SUPPORTED ORGANIZATIONS MAY SUBMIT NOMINATIONS TO NSC FOR CONSIDERATION, BUT NSC HAS COMPLETE DISCRETION IN APPOINTING THE BOARDS OF THE SUPPORTED ORGANIZATIONS. THE NSC BOARD ELECTS ONE OF ITS MEMBERS, KNOWN AS THE "NSC DIRECTOR", TO THE BOARD OF EACH SUPORTED ORGANIZATION. SUPPORTED ORGANIZATION BOARDS ELECT THEIR OWN OFFICERS FROM AMONG THEIR MEMBERS. SCHEDULE A, SECTION E, LINE 3B: IN 2022, NSC OPERATED WITH FIVE ADVISORY COMMITTEES: AUDIT, INVESTMENT & TREASURY; BUDGET & FINANCE; GOVERNANCE & INTERNAL AFFAIRS; OPERATIONS & RISK MANAGEMENT; AND STRATEGIC PLANNING. THE CHAIRS OF THE ADVISORY COMMITTEES ARE MEMBERS OF THE NSC BOARD. THEY PRESENT THE THINKING OF THE NSC BOARD TO THEIR COMMITTEES AND REPORT BACK ON COMMITTEE PROJECTS AND WORK PRODUCTS AS WELL AS INFORMATION SHARED BY THE COMMITTEE MEMBERS. ALL BOARD POLICIES ADOPTED BY THE COMMUNITY BOARDS ORIGINATE WITH ONE OF THESE ADVISORY COMMITTEES AND ARE APPROVED BY THE NSC BOARD. THE COMMUNITIES PARTICIPATION IN THE NSC ADVISORY COMMITTEES ENABLES THEM TO PROVIDE INPUT TO NSC ON ISSUES IN COMMON TO SOME OR ALL OF THE COMMUNITIES. THIS STRUCTURE ALLOWS THE NSC BOARD TO EXERCISE A SUBSTANTIAL DEGREE OF DIRECTION OF THE POLICIES, PROGRAMS AND ACTIVITIES OF EACH OF ITS SUPPORTED ORGANIZATIONS. SCHEDULE A, SECTION D, LINE 3: THE AUDIT, INVESTMENT & TREASURY ADVISORY COMMITTEE AND THE BUDGET & FINANCE ADVISORY COMMITTEE EACH HAD AT LEAST ONE DIRECTOR FROM EACH COMMUNITY SERVING ON THE COMMITTEE IN 2022. THE AUDIT, INVESTMENT & TREASURY ADVISORY COMMITTEE RECOMMENDS CHANGES TO THE INVESTMENT POLICY THAT ARE ADOPTED INITIALLY BY NSC AND THEN BY ALL OF THE SUPPORTED COMMUNITIES. LIKEWISE, THE BUDGET & FINANCE ADVISORY COMMITTEE IS ACTIVELY INVOLVED IN THE CREATION AND OVERSIGHT OF THE BUDGET FOR SHARED SERVICES AND THE ALLOCATION OF SHARED COSTS AMONG THE COMMUNITIES. THEY ALSO PROVIDE ADVICE TO COMMUNITY BOARDS WHEN THEY HAVE ACTIVITIES OF A FINANCIAL NATURE. THE CHAIRS OF THESE TWO COMMITTEES ARE NSC BOARD MEMBERS. 57401 18385 39016 39016 DEPOSITS 19294 DUE FROM COMMUNITIES 32811 RIGHT OF USE ASSET 533436 585541 DEFERRED SYSTEM FEES 1100000 LEASE LIABILITY 560399 1660399 X X X X X 1 0 0 0 0 0 0 0 0 SCOTT SAWICKI EXECUTIVE DIRECTOR 227829 0 45000 0 0 0 4864 0 28753 0 306446 0 0 0 DANIEL TYLER DIRECTOR OF FINANCE 213946 0 48500 0 0 0 4500 0 12444 0 279390 0 0 0 DIANE ROTOLO OPERATIONS DIRECTOR 180080 0 39500 0 0 0 3567 0 394 0 223541 0 0 0 REV DR ZINA JACQUE CHAIR 187500 0 0 0 0 0 0 0 0 0 187500 0 0 0 EILEEN G ERSTAD TREASURER 161875 0 0 0 0 0 0 0 0 0 161875 0 0 0 MICHELLE BOHREER FORMER CHAIR & PRESIDENT 0 0 0 0 135625 0 0 0 0 0 135625 0 0 0 PART I, LINE 4A SEVERANCE PAYMENT, MICHELLE BOHREER - $135,625. FORM 990, PART III, LINE 1: BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION. MISSION STATEMENT-HOME IS BELONGING, PEACE OF MIND, LOVE AND ACCEPTANCE. WELCOME HOME! VISION STATEMENT-NSC CELEBRATES AGING! GROUNDED IN INCLUSION, INNOVATION AND ADVOCACY, WE CREATE UNPARALLELED VALUE AND OPPORTUNITIES FOR EVERY LIFE WE TOUCH. WE LEVERAGE OUR STRONG FINANCIAL FOUNDATON AND GOVERNANCE FOR THE BENEFIT OF SENIORS AND THOSE WHO SUPPORT THEM. FORM 990, PART VI, SECTION A, LINE 1A IF THERE ARE MATERIAL DIFFERENCES IN VOTING RIGHTS AMONG MEMBERS OF THE GOVERNING BODY, OR IF THE GOVERNING BODY DELEGATED BROAD AUTHORITY TO AN EXECUTIVE COMMITTEE OR SIMILAR COMMITTEE, EXPLAIN IN SCHEDULE O. UNDER THE BYLAWS OF THE ORGANIZATION, THE BOARD HAS DELEGATED AUTHORITY TO AN EXECUTIVE COMMITTEE COMPRISED OF THE ORGANIZATION'S CHAIR, VICE CHAIR, SECRETARY AND TREASURER. THE EXECUTIVE COMMITTEE HAS AND MAY EXERCISE ALL OF THE POWERS AND AUTHORITY OF THE BOARD IN THE MANAGEMENT OF THE BUSINESS AND AFFAIRS OF THE ORGANIZATION EXCEPT FOR THOSE ACTIONS RESERVED SOLELY TO THE DIRECTORS UNDER THE GENERAL LAWS OF THE STATE OF MARYLAND. THE EXECUTIVE COMMITTEE CAN ONLY TAKE ACTION ON BEHALF OF THE FULL BOARD IN AN EMERGENCY. FORM 990, PART VI, SECTION A, LINE 4 DID THE ORGANIZATION MAKE ANY SIGNIFICANT CHANGES TO ITS GOVERNING DOCUMENTS SINCE THE PRIOR FORM 990 WAS FILED? THE NSC BYLAWS WERE AMENDED IN JANUARY 2022 AS OUTLINED BELOW: - CHANGED THE INITIAL TERM OF A DIRECTOR TO 1 YEAR. - ADDED TERM LIMITS FOR NEW DIRECTORS OF THREE 3-YEAR TERMS. - ADDED AN OPTION TO ELECT NEW DIRECTORS AS NON-VOTING DIRECTORS. - REDUCED THE REQUIRED NOTICE FOR A BOARD MEETING FROM 48 TO 24 HOURS. - RESTRICTED THE EXECUTIVE COMMITTEE TO ONLY TAKE ACTION ON BEHALF OF THE FULL BOARD IN AN EMERGENCY. - ADDED A VICE PRESIDENT POSITION. - ADDED A REQUIREMENT THAT THE CHAIR AND VICE CHAIR SERVE AT LEAST 2 YEARS AS A DIRECTOR BEFORE ELECTION TO THOSE OFFICES. - CHANGED THE TERM OF THE CHAIR TO 2 YEARS AND ADDED A LIMIT OF TWO 2-YEAR TERMS. - CHANGED THE TERM OF THE VICE CHAIR TO 2 YEARS AND CLARIFIED THE ROLE OF THE VICE CHAIR. - ADDED THAT THE PRESIDENT AND VICE PRESIDENT SERVE AS CHAIR AND VICE CHAIR, RESPECTIVELY, OF THE BOARD. - CHANGED THE TERMS OF ALL OTHER OFFICERS TO 2 YEARS. FORM 990, PART VI, SECTION B, LINE 11B HAS THE ORGANIZATION PROVIDED A COMPLETE COPY OF THIS FORM 990 TO ALL MEMBERS OF ITS GOVERNING BODY BEFORE FILING THE FORM? THE CHAIR OF THE AUDIT, INVESTMENT, AND TREASURY COMMITTEE APPOINTS THE REVIEWERS OF THE FORM 990. ONCE THOSE REVIEWS ARE COMPLETE, THE FULL BOARD IS GIVEN THE OPPORTUNITY TO REVIEW THE FINAL VERSION OF FORM 990 AND ASK QUESTIONS OF THE REVIEWERS REGARDING THE FORM. ONCE ALL REVIEWS ARE COMPLETE AND ALL QUESTIONS ANSWERED, THE FORM IS ELECTRONICALLY FILED. FORM 990, PART VI, SECTION B, LINE 12C DID THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY? NATIONAL SENIOR COMMUNITIES, INC.'S CONFLICT OF INTEREST POLICY COVERS ALL DIRECTORS, OFFICERS, KEY EMPLOYEES, EMPLOYEES AND VOLUNTEERS IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER NATIONAL SENIOR COMMUNITIES, INC.'S AFFAIRS, COMMITTEE MEMBERS, AND PROSPECTIVE DIRECTORS. EACH COVERED PERSON COMPLETES A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY AND AS POTENTIAL CONFLICTS ARISE DURING THE YEAR. THESE STATEMENTS ARE REVIEWED BY THE BOARD CHAIR. IF THE CONFLICT INVOLVES A COVERED EMPLOYEE, THE CHAIR DETERMINES WHETHER A CONFLICT EXISTS AND, IF SO, HOW IT IS TO BE HANDLED, OR THE CHAIR MAY REFER THE MATTER TO THE BOARD OF DIRECTORS FOR CONSIDERATION. FOR ALL OTHER CONFLICTS, THE BOARD OF DIRECTORS OR A COMMITTEE OF DISINTERESTED DIRECTORS WILL DETERMINE WHETHER A CONFLICT ACTUALLY EXISTS. A COVERED PERSON MAY NOT PARTICIPATE IN ANY DISCUSSION OR DEBATE BY THE BOARD BUT MAY ANSWER QUESTIONS OR PROVIDE CLARIFYING INFORMATION UNLESS ANY BOARD MEMBER OBJECTS. FORM 990, PART VI, SECTION B, LINE 15 DID THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL, OR OTHER OFFICERS OR KEY EMPLOYEES, INCLUDE A REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION? THE BOARD HAS APPROVED A DIRECTORS' COMPENSATION POLICY WHICH ESTABLISHES THE PROCESS BY WHICH ALL DIRECTOR COMPENSATION IS DETERMINED. A REVIEW OF THE DIRECTORS' COMPENSATION IS CONDUCTED EACH FISCAL YEAR. COMPENSATION IS APPROACHED ON AN OVERALL BASIS AND THE TOTAL VALUE OF ALL FORMS OF COMPENSATION IS ESTABLISHED AND MONITORED. AN INDEPENDENT COMPENSATION CONSULTANT IS PERIODICALLY RETAINED TO PERFORM AN ANALYSIS OF NATIONAL SENIOR COMMUNITIES, INC.'S (NSC) COMPENSATION USING COMPARABLES OF BOTH FOR-PROFIT AND NON-PROFIT PEERS. A COMMITTEE OF THE NSC BOARD REVIEWS THE CONSULTANT'S REPORT AND MAKES A RECOMMENDATION TO NSC AS TO APPROPRIATE COMPENSATION OF DIRECTORS. THE FULL BOARD HAS ACCESS TO NSC'S CONSULTANT'S REPORT AND AN OPPORTUNITY TO QUESTION THE CONSULTANT ABOUT THE PROCESS, METRICS, AND COMPARABLES THAT WERE USED IN DETERMINING THE RECOMMENDED COMPENSATION. THE BOARD THEN VOTES ON THE COMPENSATION RECOMMENDATIONS AND A CONTEMPORANEOUS RECORD IS MADE OF THE MEETING AND THE VOTE. A NEW COMPENSATION STUDY WAS UNDERTAKEN IN THE FALL OF 2021 WHICH DID NOT RECOMMEND ANY CHANGE TO THE CURRENT STRUCTURE. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE WHETHER (AND IF SO, HOW) THE ORGANIZATION MADE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC DURING THE TAX YEAR. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST TO REVIEW FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). 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IS THE SOLE TRUSTEE OF THE NATIONAL CCRC BUSINESS TRUST I AND HAS EXCLUSIVE MANAGEMENT AND CONTROL OF THE TRUST. THE TRUST IS TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES. SCHEDULE R, PART III: NATIONAL SENIOR COMMUNITIES, INC. IS THE SOLE TRUSTEE OF THE NATIONAL CCRC STATUTORY TIER IV TRUST AND HAS EXCLUSIVE MANAGEMENT AND CONTROL OF THE TRUST. THE TRUST IS TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES.