2024-07-16T10:06:09-05:00 2023-12-31 420714325 RSM US LLP 100 INTERNATIONAL DRIVE SUITE 1400 BALTIMORE MD 21202 990 2023-01-01 204356247 NATIONAL SENIOR COMMUNITIES INC NATI 4109997363 816 CONNECTICUT AVE NW 7TH FLOOR WASHINGTON DC 20006 EILEEN ERSTAD TREASURER 4109997363 2024-07-12 1 EILEEN ERSTAD 999009999 1 JULIA FLANNERY P00928918 4102469300 2024-07-12 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z ZINA JACQUE 816 CONNECTICUT AVE NW 7TH FLOOR WASHINGTON DC 20006 4400000 0 X WWW.NATIONALSENIORCOMMUNITIES.ORG X 2006 MD PROVIDE ADVISORY SERVICES AND STRATEGIC VISION TO ITS SUPPORTED ORGANIZATIONS. 11 7 9 0 0 0 0 0 5500000 4400000 0 0 162 0 5500162 4400000 27893 66040 0 0 2063121 2263402 0 0 0 1777617 1227382 3868631 3556824 1631531 843176 10169612 11024453 1778196 1769861 8391416 9254592 X SEE SCHEDULE O. 0 0 670804 66040 4400000 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. 670804 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 26 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 NC X X X MARCUM LLP 2022274000 1899 L STREET NW SUITE 850 WASHINGTON DC 20036 ARNOLD SPEERT DIRECTOR (THRU 3/31/23) 4.80 3.40 X 22500 0 0 BARBARA C BISGAIER DIRECTOR 5.00 3.00 X 110000 0 0 C JACKSON BAIN DIRECTOR (THRU 3/31/23) 4.60 2.10 X 22500 0 0 EILEEN G ERSTAD TREASURER 9.70 4.90 X X 167500 0 0 IAN BROWN DIRECTOR (BEG 4/1/23) 6.00 1.90 X 65000 0 0 MARY D COLINS SECRETARY 8.00 2.40 X X 150000 0 0 MICHAEL W ROSKIEWICZ DIRECTOR 7.30 2.30 X 110000 0 0 MONTY C LEONARD DIRECTOR 5.40 3.10 X 87500 0 0 PAMELA D PAULK DIRECTOR 6.10 2.20 X 87500 0 0 PATRICIA M BROWN DIRECTOR 4.60 3.10 X 87500 0 0 REV DR ZINA JACQUE CHAIR & PRESIDENT 7.10 2.30 X X 215000 0 0 RUSSEL SHARP DIRECTOR (BEG 4/1/23) 6.20 1.70 X 65000 0 0 STEPHANIE L REEL VICE CHAIR & VICE PRESIDENT 7.60 2.40 X X 150000 0 0 DANIEL TYLER DIRECTOR OF FINANCE 40.00 X 273891 0 24808 SCOTT SAWICKI EXECUTIVE DIRECTOR 40.00 X 289534 0 38159 DIANE ROTOLO OPERATIONS DIRECTOR 40.00 X 232303 0 12780 2135728 0 75747 9 0 1 0 WHITEFORD TAYLOR & PRESTON LLP SEVEN SAINT PAUL STREET BALTIMORE MD 21202 LEGAL 378245 1 SYSTEM FEE 900099 4400000 4400000 4400000 4400000 4400000 0 0 66040 66040 1966392 1966392 232303 232303 12780 12780 51927 51927 433220 346248 86972 61641 61641 258893 71125 187768 31920 440 31480 84353 84353 83606 45170 38436 209206 135771 73435 11958 11958 3376 3376 BOOKS & SUBSCRIPTIONS 36282 36282 12927 6010 6917 3556824 670804 2886020 0 9542031 10419921 3024 28615 70659 30343 39016 40316 585541 535601 10169612 11024453 117797 208049 1660399 1561812 1778196 1769861 X 8391416 9254592 8391416 9254592 10169612 11024453 843176 20000 0 X 0 0 0 X X X 16 ANN'S CHOICE INC 522324152 10 1 301604 0 ASHBY PONDS INC 205609803 10 1 313397 0 BROOKSBY VILLAGE INC 522126755 10 1 312288 0 CEDAR CREST VILLAGE INC 522184915 10 1 343373 0 EAGLE'S TRACE INC 030498683 10 1 179586 0 FOX RUN VILLAGE INC 522291271 10 1 228575 0 GREENSPRING VILLAGE INC 522095427 10 1 340146 0 HIGHLAND SPRINGS INC 510536892 10 1 210972 0 LANTERN HILL INC 371742780 10 1 143875 0 LINDEN PONDS INC 141849849 10 1 250363 0 MARIS GROVE INC 550878964 10 1 295534 0 OAK CREST VILLAGE INC 521874053 10 1 339397 0 RIDERWOOD VILLAGE INC 522126753 10 1 454561 0 SEABROOK VILLAGE INC 522126751 10 1 236784 0 TALLGRASS CREEK INC 870765641 10 1 152305 0 WIND CREST INC 510549976 10 1 297240 0 16 4400000 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 SCHEDULE A, SECTION A, LINE 6: IN 2023, NSC SUPPORTED TWO NEW ORGANIZATIONS, AVERY POINT, INC. AND WOODLEIGH CHASE, INC. NSC IS THE SOLE MEMBER OF BOTH. THE ORGANIZATIONS WILL BE SUBMITTING THEIR FORM 1023 IN TAX YEAR 2024. ONCE THE APPLICATIONS ARE SUBMITTED AND THE DETERMINATION LETTERS RECEIVED, THE NSC ARTICLES OF INCORPORATION WILL BE AMENDED AND AN AFFILIATION AGREEMENT BETWEEN THE NEW ORGANIZATIONS AND NSC WILL BE SIGNED. AT THAT TIME, THEY WILL BECOME SUPPORTED ORGANIZATIONS OF NSC. DURING TAX YEAR 2023, THE NSC BOARD AND ADVISORY COMMITTEES PROVIDED SERVICES TO AVERY POINT, INC. AND WOODLEIGH CHASE, INC. IN THAT THEY ARE INCLUDED IN THE WORK OF THE BUDGET & FINANCE COMMITTEE, THE GOVERNANCE & INTERNAL AFFAIRS COMMITTEE, AND THE AUDIT, INVESTMENT AND TREASURY COMMITTEE. THE NSC STAFF PROVIDED SERVICES TO THE BOARDS OF DIRECTORS OF BOTH NEW 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 2023. 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. 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 2023, 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. 70659 30343 40316 40316 DEFERRED SYSTEM FEES 1104836 LEASE LIABILITY 456976 1561812 1 SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL AND TRANSGENDER ELDERS INC 305 7TH AVE FLOOR 15 NEW YORK NY 10001 132947657 501(C)(3) 15000 0 TO SUPPORT THE ONGIONG INITIATIVES OF SAGE IN ORDER TO FURTHER ITS MISSION OF PROVIDING SUPPORT FOR THE INCLUSION OF ALL SENIORS IN THEIR COMMUNITIES. HUMAN RIGHTS CAMPAIGN 1640 RHODE ISLAND AVE NW WASHINGTON DC 20036 521243457 501(C)(4) 15000 0 TO SUPPORT THE ONGOING INITIATIVES OF THE HRC IN ORDER TO FURTHER ITS MISSION OF ENDING DISCRIMINATION AGAINST LGBTQ+ PEOPLE AND REALIZE A WORLD THAT ACHIEVES FUNDAMENTAL FAIRNESS AND EQUALITY FOR ALL. 1 1 PART I, LINE 2: NSC RARELY MAKES GRANTS BUT OCCASIONALLY AN ORGANIZATION WHOSE MISSION IS ALIGNED WITH THAT OF NSC COMES TO NSC'S ATTENTION. IN THOSE CASES, NSC WILL AWARD A GRANT TO SUPPORT THE GENERAL WORK OF THAT ORGANIZATION IN IMPROVING THE LIVES OF SENIORS. THE GRANTS AWARDED BY NSC TO ORGANIZATIONS OTHER THAN ITS SUPPORTED COMMUNITIES ARE SO SMALL THAT NSC HAS NOT MONITORED THE AWARDEE'S USE OF THE GRANT FUNDS. X X X X X 0 0 0 0 0 0 0 0 0 SCOTT SAWICKI EXECUTIVE DIRECTOR 241834 0 47700 0 0 0 14837 0 23322 0 327693 0 0 0 DANIEL TYLER DIRECTOR OF FINANCE 230021 0 43870 0 0 0 13292 0 11516 0 298699 0 0 0 DIANE ROTOLO OPERATIONS DIRECTOR 181493 0 50810 0 0 0 12780 0 0 0 245083 0 0 0 REV DR ZINA JACQUE CHAIR & PRESIDENT 215000 0 0 0 0 0 0 0 0 0 215000 0 0 0 EILEEN G ERSTAD TREASURER 167500 0 0 0 0 0 0 0 0 0 167500 0 0 0 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, TREASURER, AND A FIFTH DIRECTOR. 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 BYLAWS WERE AMENDED TO ADD A FIFTH DIRECTOR APPOINTED BY THE BOARD AS A FULL MEMBER OF THE EXECUTIVE COMMITTEE 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 2023 WHICH DID NOT RECOMMEND ANY CHANGE TO THE CURRENT STRUCTURE. ADDITIONALLY, THE BOARD HAS AN APPROVED POLICY REGARDING EXECUTIVE DIRECTOR AND STAFF COMPENSATION INCLUDING A REQUIREMENT THAT THE COMPENSATION FOR THE EXECUTIVE DIRECTOR SHALL BE BENCHMARKED AGAINST A PEER GROUP. THE EXECUTIVE COMMITTEE OF THE NSC BOARD REVIEWS THE CONSULTANT'S REPORT WHICH IS AVAILABLE TO THE FULL BOARD. 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.