2024-05-08T09:07:39-05:00 2023-06-30 580692043 MAULDIN & JENKINS LLC 200 GALLERIA PKWY SE STE 1700 ATLANTA GA 303395946 990 2022-07-01 586081470 ANNANDALE AT SUWANEE INC ANNA 7709458381 3500 ANNANDALE LANE SUWANEE GA 30024 LAURA MACPHERSON CHIEF FINANCIAL OFFICER 7709458381 2024-05-07 1 LAURA MACPHERSON XXX-XX-XXXX 0 ROSS CANNON P01358934 7709558600 2024-05-07 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ADAM POMERANZ 3500 ANNANDALE LANE SUWANEE GA 30024 16801931 0 X WWW.ANNANDALE.ORG X 1969 GA TO PROVIDE PROGRESSIVE LIFE ASSISTANCE TO ADULTS WITH INTELLECTUAL DISABILITIES AND AQUIRED BRAIN INJURIES. 13 12 196 452 0 0 6999379 6237389 9039561 10245024 -37781 247343 12626 -28794 16013785 16700962 0 0 0 0 7914115 8010827 0 0 393660 4609463 5456768 12523578 13467595 3490207 3233367 15093838 18201854 1531033 1405682 13562805 16796172 X TO PERPETUATE A VILLAGE COMMUNITY TO PROVIDE PROGRESSIVE LIFE ASSISTANCE TO ADULTS WITH DEVELOPMENTAL DISABILITIES SO THAT THEY CAN MAXIMIZE THEIR ABILITIES AND MAINTAIN THEIR INDEPENDENCE IN THE LEAST RESTRICTIVE ENVIRONMENT. 0 0 10932014 10245024 SEE SCHEDULE O FOR COMPLETE DESCRIPTION.FOUNDED IN 1969, THE MISSION OF ANNANDALE VILLAGE IS TO PROVIDE PROGRESSIVE LIFE ASSISTANCE TO ADULTS WITH INTELLECTUAL DISABILITIES AND ACQUIRED BRAIN INJURIES SO THAT THEY CAN MAXIMIZE THEIR ABILITIES AND MAINTAIN THEIR INDEPENDENCE IN THE LEAST RESTRICTIVE ENVIRONMENT.CHARACTERISTICALLY, INDIVIDUALS SERVED AT ANNANDALE VILLAGE ARE 18 YEARS OF AGE OR OLDER WITH A PRIMARY DIAGNOSIS OF AN INTELLECTUAL DISABILITY, DOWN SYNDROME, AUTISM, CEREBRAL PALSY, OTHER DEVELOPMENTAL DISABILITY, OR HAVE EXPERIENCED A TRAUMATIC BRAIN INJURY.ANNANDALE VILLAGE OFFERS BOTH RESIDENTIAL AND NON-RESIDENTIAL PROGRAMS AND SERVICES THAT PROVIDE A BALANCE OF STRUCTURE, FREEDOM, ENCOURAGEMENT, INSTRUCTION AND FULFILLMENT. ANNANDALE'S FOCUS ON INDIVIDUAL DEVELOPMENT AND PERSONAL CARE INCLUDES: RESIDENTIAL LIVING SERVICES, ASSISTED LIVING, A SKILLED NURSING CENTER, ON-CAMPUS HEALTH SERVICES, COUNSELING SERVICES, OCCUPATIONAL THERAPY, EDUCATIONAL PROGRAMMING, VOCATIONAL TRAINING AND JOB PLACEMENT, AND A VAST ARRAY OF COMMUNITY INCLUSION ACTIVITIES.TODAY, ANNANDALE VILLAGE IS THE ONLY NONPROFIT IN THE STATE OF GEORGIA TO OFFER MEN AND WOMEN WITH DEVELOPMENTAL DISABILITIES A LIFETIME CONTINUUM OF SERVICE AND CARE.IN RECOGNITION OF ITS STANDARD FOR EXCELLENCE, ANNANDALE'S D. SCOTT HUDGENS CENTER FOR SKILLED NURSING WAS RECENTLY NAMED ONE OF THE "BEST NURSING HOMES" IN THE COUNTRY BY U.S. NEWS & WORLD REPORT. OF MORE THAN 16,000 NURSING HOMES IN THE UNITED STATES, THE CENTER RANKED HIGHEST AMONG ALL NURSING HOMES IN THE STATE OF GEORGIA, AND IS RANKED AMONG THE TOP ONE-PERCENT OF ALL NURSING HOMES IN THE UNITED STATES. 10932014 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 36 0 1 196 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 GA X X LAURA MACPHERSON 6787654849 3500 ANNANDALE LANE SUWANEE GA 30024 ADAM POMERANZ PRESIDENT/EXECUTIVE DIRECT 40.00 1.00 X X 226475 0 63193 LAURA MACPHERSON CHIEF FINANCIAL OFFICER 40.00 2.50 X 136706 0 18671 ROBERT O'ROUKE CHIEF PROGRAM OFFICER 40.00 X 123540 0 6657 MICHELLE MOHRMAN CHIEF HUMAN RESOURCES OFFICER 40.00 X 118708 0 8947 KAYCE PEARCE CHIEF DEVELOPMENT AND MARK 40.00 2.50 X 109048 0 8803 BRYAN BENFIELD CHAIRMAN 1.00 1.00 X X 0 0 0 TYLER HEARD VICE-CHAIR 0.50 0.50 X X 0 0 0 NOAH LEVY TREASURER 0.50 0.50 X X 0 0 0 ROBERT PONDER SECRETARY 0.50 1.00 X X 0 0 0 SUSAN MOLOCK PAST CHAIRMAN 1.00 1.00 X X 0 0 0 LISA JACKSON EXEC COM AT LARGE 0.50 0.50 X 0 0 0 CHARLES A LOTZ EMERITUS 0.50 0.50 X 0 0 0 STEVE GAULTNEY DIRECTOR 0.50 X 0 0 0 CHRIS BEAR DIRECTOR 0.50 X 0 0 0 CHERYL MACMILLAN DIRECTOR 0.50 X 0 0 0 SARAH WATCHKO DIRECTOR 0.50 X 0 0 0 THOMAS SMITH DIRECTOR 0.50 X 0 0 0 714477 0 106271 5 0 1 0 BOS MEDICAL STAFFING INC 455 EPPS BRIDGE SUITE 200 ATHENS GA 30606 NURSING AGENCY 809695 ASSIST HEALTHCARE SERVICES INC PO BOX 2530 BLUE RIDGE GA 30513 NURSING AGENCY 225897 ROCKET IT 3360 MARTIN FARM RD SUITE 300 SUWANEE GA 30024 IT SERVICES 213325 ENCORE REHABILITATION SERVICES PO BOX 933195 CLEVELAND OH 44193 REHABILITATION SERVICES 118657 MAULDIN & JENKINS LLC PO BOX 1877 MACON GA 31202 CPA/ADVISORY FIRM 110683 5 165261 521912 920736 4629480 62421 6237389 FEES & PATIENT REVENUE 623000 10240785 10240785 MEALS 623000 4239 4239 10245024 258523 258523 11180 -11180 -11180 -11180 55087 165261 89789 -34702 -34702 375 0 375 375 822 0 822 822 TRANSPORTATION 623000 4711 4711 4711 16700962 10245024 0 218549 X 473011 63512 377744 31755 6279200 5487350 562754 229096 58779 14785 40140 3854 699116 458250 213719 27147 500721 421295 60614 18812 46076 46076 114513 114513 1466315 1413891 21038 31386 41222 504 26726 13992 110038 75388 16988 17662 397935 94706 300253 2976 455693 398818 55693 1182 26187 6402 19604 181 51760 34323 14783 2654 1490 1490 793254 720287 66210 6757 363599 315281 48007 311 REPAIRS & MAINTENANCE 486301 457342 28694 265 FOOD PURCHASES 465108 464700 194 214 OPERATING SUPPLIES 222771 217276 5051 444 CONTRACTED THERAPIES 151671 151671 262835 134743 123120 4972 13467595 10932014 2141921 393660 424549 2269190 1204081 3310875 1151973 2237362 423318 334530 325918 296191 21483508 11876145 9694144 9607363 1869855 146343 15093838 18201854 880203 832124 383703 404038 76359 0 190768 169520 1531033 1405682 X 10942457 12526171 2620348 4270001 13562805 16796172 15093838 18201854 3233367 0 X X 0 1 X 1 0 X 1514188 1785789 3689882 6999379 6237389 20226627 8359231 8010904 8363465 9039561 10245024 44018185 87164 13630 40924 89085 56284 287087 9960583 9810323 12094271 16128025 16538697 64531899 125527 13500 14150 299868 189311 642356 0 125527 13500 14150 299868 189311 642356 63889543 2852 1206 1048 359 258523 263988 2852 1206 1048 359 258523 263988 5165 5472 104 857 4711 16309 9968600 9817001 12095423 16129241 16801931 64812196 0.98580 0.99120 0.00410 0.00020 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: TRANSPORTATION - 2018 AMOUNT: $ 5,165. 2019 AMOUNT: $ 5,472. 2020 AMOUNT: $ 104. 2021 AMOUNT: $ 857. 2022 AMOUNT: $ 4,711. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 318589 318589 16992410 9068291 7924119 219232 147530 71702 3953277 2660324 1292953 9607363 SECURITY DEPOSITS 169520 169520 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING STANDARDS THAT PROVIDE GUIDANCE ON WHEN UNCERTAIN TAX POSITIONS ARE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND HOW THE VALUES OF THESE POSITIONS ARE DETERMINED. NO LIABILITY HAS BEEN RECORDED AS OF JUNE 30, 2023 AND 2022 DUE TO UNCERTAIN TAX POSITIONS. GOLF TOURNAMENT 138704 104028 34676 38609 372 36618 EXTRA MILE 5K 81644 61233 20411 1477 595 4217 7901 220348 165261 55087 40086 967 4217 44519 89789 -34702 X X X X 0 0 0 0 0 0 0 0 0 ADAM POMERANZ PRESIDENT/EXECUTIVE DIRECT 226475 0 0 0 0 0 63193 0 0 0 289668 0 0 0 LAURA MACPHERSON CHIEF FINANCIAL OFFICER 136706 0 0 0 0 0 18671 0 0 0 155377 0 0 0 X 1 42461 FMV X DONATED AUCTION ITEMS 4 19960 FMV 0 0 0 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO THE AUDIT AND FINANCE COMMITTEES FOR REVIEW AND COMMENT. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE AND TRUSTEE IS REQUIRED TO REVIEW ANNANDALE AT SUWANEE, INC.'S CONFLICT OF INTEREST POLICY, DISCLOSE ANY POSSIBLE CONFLICTS (IN WRITING) AS DEFINED IN THE POLICY, AND SIGN AN AFFIDAVIT SWEARING THEY HAVE DONE SO TO THE BEST OF THEIR KNOWLEDGE AND IN ACCORDANCE WITH THE POLICY. ALL AFFIDAVITS ARE THEN REVIEWED AND SIGNED BY THE PRESIDENT OF THE BOARD OF TRUSTEES OR HIS/HER DESIGNEE. IT SHOULD ALSO BE NOTED THAT ANNANDALE'S FINANCIAL POLICIES ENSURE THAT TWO SIGNERS SIGN EVERY CHECK ENSURING THAT ANY QUESTIONS ABOUT CONFLICT OF INTEREST, SPECIFICALLY REGARDING A FINANCIAL INTEREST, CAN BE RAISED AT ANY TIME. ANNANDALE AT SUWANEE, INC ALSO CONTRACTS WITH A THIRD PARTY AGENCY TO RECEIVE ANONYMOUS COMPLAINTS OR CONCERNS, INCLUDING BUT NOT LIMITED TO, PERCEIVED CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 WITHIN THE ANNANDALE AT SUWANEE BOARD IS A COMPENSATION COMMITTEE WHICH REVIEWS PROPOSED COMPENSATION FOR THE EXECUTIVE DIRECTOR AND CFO. THEIR RECOMMENDATION IS SUBJECT TO A FULL BOARD VOTE. THE COMMITTEE USES OUTSIDE RESOURCES AND COMPARATIVE DATA PROVIDED BY STAFF, INCLUDING NATIONALLY PUBLISHED WAGE AND BENEFIT REPORTS FROM MANY SOURCES TO DETERMINE THE SALARIES OF THE EXECUTIVE DIRECTOR (CEO) AND THE DIRECTOR OF ADMINISTRATIVE SERVICES AND FINANCES (CFO). FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990 IS ALSO ACCESSIBLE ON GUIDESTAR. FORM 990, PART IX, LINE 11G CONSULTANTS OTHER: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 21,038. FUNDRAISING EXPENSES 31,386. TOTAL EXPENSES 52,424. CONTRACTED HEALTHCARE: PROGRAM SERVICE EXPENSES 1,413,891. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,413,891. FORM 990 PART XI, LINE 2C THERE HAVE BEEN NO CHANGES IN THE METHODS FOR AUDITOR SELECTION AND REVIEW OF FINANCIAL STATEMENTS. ANNANDALE APARTMENTS INC 3500 ANNANDALE LANE SUWANEE GA 30024 581370611 RESIDENTIAL FACILITY FOR ADULTS W/INTELLECTUAL DISABILITIES OR BRAIN INJURY GA 501(C)(3) LINE 11 ANNANDALE AT SUWANNEE INC 1 THE ANNANDALE FOUNDATION INC 3500 ANNANDALE LANE SUWANEE GA 30024 273444167 FINANCIAL SUPPORT OF ITS SUPPORTED ENTITY, ANNANDALE AT SUWANEE, INC. GA 501(C)(3) LINE 12B, II ANNANDALE AT SUWANNEE INC 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 THE ANNANDALE FOUNDATION INC C 521912 CASH