2026-04-09T08:53:09-05:00 2024-06-30 205991824 SC&H GROUP INC 226 SCHILLING CIRCLE SUITE 300 HUNT VALLEY MD 21031 990 2023-07-01 530228120 ABRAHAM AND LAURA LISNER HOME FOR AGED WOMEN ABRA 2029666667 5425 WESTERN AVENUE NW WASHINGTON DC 20015 L WARD OREM CEO 2029666667 2026-04-09 1 1 LORI S BURGHAUSER P00370694 4104031500 2026-04-09 2023 2025-03-06 01:10:19Z L WARD OREM 5425 WESTERN AVENUE NW WASHINGTON DC 20015 26527750 0 X WWW.LLDHHOME.ORG X 1939 DC TO OPERATE A HOME FOR THE AGED IN WASHINGTON, DC, UNDER PROVISIONS OF THE WILL OF ABRAHAM LISNER. 12 11 134 30 0 0 3440363 3650538 10174969 8392592 346700 562096 208127 26972 14170159 12632198 0 0 0 0 9759580 9100015 96082 52000 441632 6156407 5712753 16012069 14864768 -1841910 -2232570 11670088 21011316 3222370 14847170 8447718 6164146 X TO PROVIDE EXTRAORDINARY HEALTH AND LIFE CARE SERVICES TO LOW AND MODEST INCOME SENIORS OF THE DISTRICT OF COLUMBIA, EMPOWERING THEM TO LIVE THEIR LIVES TO THE FULLEST. 0 1 11960684 8411513 THE LISNER HOME PROVIDES LONG TERM CARE AND SHORT TERM REHABILITATION TO LOW AND MODEST INCOME ELDERS. 11960684 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 33 0 134 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 0 0 DC X MICHAEL HARVEL 2029666667 5425 WESTERN AVE NW WASHINGTON DC 20015 L WARD OREM CEO 40.00 0.00 X X 210065 0 2967 ROBERT COOPER PRESIDENT 1.00 0.00 X X 0 0 0 MARNIE T KAGAN TREASURER 1.00 0.00 X X 0 0 0 CHRISTINE HOBBS SECRETARY 1.00 0.00 X X 0 0 0 DANNY D'AGOSTINO DIRECTOR 1.00 0.00 X 0 0 0 TOM DILLON DIRECTOR 1.00 0.00 X 0 0 0 BARBARA INGRAHAM DIRECTOR 1.00 0.00 X 0 0 0 PATRICIA JOHNSON DIRECTOR 1.00 0.00 X 0 0 0 DR ROBERT JAYES DIRECTOR 1.00 0.00 X 0 0 0 JEFFERY MARSTON DIRECTOR 1.00 0.00 X 0 0 0 HAYDN RICHARDS DIRECTOR 1.00 0.00 X 0 0 0 CHRISTOPHER TAWA DIRECTOR 1.00 0.00 X 0 0 0 JONATHAN B PLATER CHIEF FINANCIAL OFFICER (PART YEAR) 40.00 0.00 X 103517 0 0 MICHAEL HARVEL CHIEF FINANCIAL OFFICER 40.00 0.00 X 0 0 0 SUSAN HARGREAVES ADMINISTRATOR 40.00 0.00 X 188185 0 5563 MARIAMA JALLOH REGISTERED NURSE 64.00 0.00 X 156061 0 11048 PATRICIA MIRSKY DIRECTOR OF NURSING 40.00 0.00 X 151801 0 6102 ASMAHAN ANTAR LICENSED PRACTICAL NURSE 72.00 0.00 X 134835 0 11856 ROSIE CARTER DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 131622 0 13046 JACQUELINE SAINT AMOUR NURSING ASSISTANT DIRECTOR 40.00 0.00 X 122684 0 20895 1198770 0 71477 15 0 1 0 J&J RESIDENTIAL CONTRACTING 824 CRITTENDEN ST NE WASHINGTON DC 20017 CONSTRUCTION 327925 ALLIED PHARMACEUTICAL SERVICES 1201 SEVEN LOCKS RD SUITE 203 ROCKVILLE MD 20854 PHARMACEUTICAL 175179 2 3650538 3650538 PATIENT REVENUE 623000 8012592 8012592 LSI OWNER LP GROUND LEASE 531190 380000 380000 8392592 500582 500582 13957066 13895552 61514 61514 61514 INSURANCE PROCEEDS 900099 18921 18921 MISCELLANEOUS REVENUE 900099 8051 8051 26972 12632198 8411513 0 570147 510297 357209 153088 6822623 6190121 574043 58459 77089 77089 1086657 752546 288914 45197 603349 496240 61303 45806 123566 123566 50501 50501 52000 52000 815832 248887 516445 50500 46524 36825 9699 20520 66 9517 10937 1160300 945778 199893 14629 26473 26473 5693 5693 256963 203001 53962 505286 399409 105877 BAD DEBT 700355 700331 24 TAXES AND LICENSES 583668 583668 FOOD AND DIETARY 458157 458157 SUPPLIES 404114 338975 64684 455 554801 534250 19689 862 14864768 11960684 2462452 441632 230279 251027 2451719 8263216 10455 131396 2201923 1410869 78116 215565 22209984 11690817 4689739 10519167 177699 2661 1601089 0 229069 217415 11670088 21011316 2668338 4460515 9625499 138835 134466 415197 626690 3222370 14847170 X 7865234 2325779 582484 3838367 8447718 6164146 11670088 21011316 -2232570 -51002 0 X X 0 1 X 1 0 X 1537810 1288747 2948004 3440363 3650538 12865462 1537810 1288747 2948004 3440363 3650538 12865462 7678149 5187313 274970 198019 171690 160645 500582 1305906 199021 69190 7091 208127 8051 491480 14662848 48200775 0.35380 0.38170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 43512 43512 10611253 8906942 1704311 2133809 2061982 71827 800850 721893 78957 8620560 8620560 10519167 DUE TO THIRD-PARTY PAYOR 69690 RETIREMENT BENEFITS PAYABLE 557000 626690 X 12581196 -51002 -51002 12632198 0 12632198 14864768 0 14864768 0 14864768 PART IV, LINE 2B: THE LISNER HOME MAINTAINS CHECKING ACCOUNTS TO HOLD FUNDS ON BEHALF OF CERTAIN RESIDENTS. PART X, LINE 2: ASC 740, INCOME TAXES, PRESCRIBES A RECOGNITION THRESHOLD AND A MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, AS WELL AS GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES AND FINANCIAL STATEMENT REPORTING DISCLOSURES. FOR THESE BENEFITS TO BE RECOGNIZED, A TAX POSITION MUST BE MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE AMOUNT RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN FIFTY PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES ACCRUED ON ANY UNRECOGNIZED TAX EXPOSURES AS A COMPONENT OF INCOME TAX EXPENSE. THE ORGANIZATION DOES NOT HAVE ANY AMOUNTS ACCRUED RELATING TO INTEREST AND PENALTIES AS OF JUNE 30, 2024 AND 2023. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS IN PROGRESS. X X X X 1 KELLY STRATEGIES 2674 N UPSHUR STREET ARLINGTON VA 22207 CAMPAIGN CONSULTANT 0 0 52000 52000 52000 52000 X X X X 0 1 0 0 0 0 0 0 0 L WARD OREM CEO 210065 0 0 0 0 0 2060 0 907 0 213032 0 0 0 SUSAN HARGREAVES ADMINISTRATOR 188185 0 0 0 0 0 2010 0 3553 0 193748 0 0 0 MARIAMA JALLOH REGISTERED NURSE 156061 0 0 0 0 0 1116 0 9932 0 167109 0 0 0 PATRICIA MIRSKY DIRECTOR OF NURSING 151801 0 0 0 0 0 1641 0 4461 0 157903 0 0 0 PART I, LINE 4B THE LISNER HOME HAS EMPLOYMENT CONTRACTS WITH L. WARD OREM, CEO AND SUSAN HARGREAVES, ADMINISTRATOR THAT ARE CONSIDERED NONQUALIFIED RETIREMENT PLANS. THE CONTRACTS OBLIGATE THE LISNER HOME TO PAY CERTAIN AMOUNTS WHEN THESE EMPLOYEES RETIRE AND ALSO WHEN THEY DIE. THE LISNER HOME HAS PURCHASED LIFE INSURANCE POLICIES ON THESE KEY EMPLOYEES TO OFFSET FUTURE COSTS. FOR THE YEAR ENDED JUNE 30, 2024, EXPENSES FOR THESE BENEFITS TOTALED $23,550, WHICH WAS PAID BY REDUCING THE CASH SURRENDER VALUE OF THESE INSURANCE POLICIES. THE LISNER HOME HAS ACCRUED $557,000 FOR THESE BENEFITS AS OF JUNE 30, 2024 AND IS INCLUDED IN BENEFITS PAYABLE ON THE STATEMENT OF FINANCIAL POSITION. THE CASH SURRENDER VALUE OF THESE LIFE INSURANCE POLICIES WAS $200,072 AT JUNE 30, 2024. FORM 990, PART III, LINE 3 THE LISNER HOME ASSISTED-LIVING FACILITIES WERE SEVERELY IMPACTED BY SIGNIFICANT FLOODING IN FYE 6/30/2020, WHICH LED TO DOWNSIZING OF THE PROGRAMS. AS OF FYE 6/30/2024, THE FEW REMAINING RESIDENTS IN THESE FACILITIES WERE REASSIGNED TO THE LISNER HOME'S SHORT-TERM REHABILIATION PROGRAMS. FORM 990, PART VI, SECTION A, LINE 1A EXECUTIVE COMMITTEE SHALL CONSIST OF ALL OFFICERS OF THE BOARD. THE COMMITTEE SHALL MEET MONTHLY AND IS RESPONSIBLE FOR OVERSEEING THE OPERATIONS OF THE BOARD AND ACTING ON ITS BEHALF DURING ON DEMAND ACTIVITIES THAT OCCUR BETWEEN FULL BOARD MEETINGS WITH ALL ITS ACTIVITIES REPORTED TO THE FULL BOARD FOR APPROVAL AS NEEDED. FORM 990, PART VI, SECTION B, LINE 11B THE RETURN IS PREPARED BY THE ORGANIZATION'S OUTSIDE ACCOUNTANTS AND PROVIDED TO ALL MEMBERS OF THE GOVERNING BODY FOR REVIEW BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS SIGNED BY ALL NEW BOARD MEMBERS AND REVIEWED ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION OF CEO IS BASED ON REVIEW OF HUMAN RESOURCE SALARY SURVEY WITH OTHER AREA NURSING HOMES. ANY INCREASES ARE DETERMINED BY A COLA AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE THE PRIOR TAX YEAR. LEGACY LIFE SERVICES INC 5425 WESTERN AVENUE NW WASHINGTON DC 20015 472086684 HEALTH CARE AND SOCIAL ASSISTANCE DC 501(C) LINE 7 ABRAHAM AND LAURA LISNER HOME FOR AGED WOMEN 1 LISNER SENIOR INDEPENDENT OWNER LP 5425 WESTERN AVENUE NW WASHINGTON DC 20015 DEVELOP, CONSTRUCT AND OPERATE INDEPENDENT AFFORDABLE SENIOR HOUSING LIVING DC N/A 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1