2024-11-06T10:17:53-06:00 2023-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2023-01-01 521990733 THE BEACON INSTITUTE INC BEAC 4103811176 7090 SAMUEL MORSE DR 400 COLUMBIA MD 21046 KEVIN HEFFNER PRESIDENT 4103811176 2024-11-06 1 0 JENNIFER ROCK P01083312 4106855512 2024-10-30 2023 2024-10-15 13:58:12Z KEVIN HEFFNER 7090 SAMUEL MORSE DR 400 COLUMBIA MD 21046 1374469 0 X WWW.LIFESPAN-NETWORK.ORG X 1996 MD PROVIDE TRAINING & EDUCATION AS WELL AS FOSTER UNDERSTANDING OF ISSUES PERTAINING TO OLDER ADULTS. 20 19 6 20 0 0 137307 298687 764668 832160 9981 30426 33772 67655 945728 1228928 1400 0 0 0 511243 655502 0 0 1519 326905 486026 839548 1141528 106180 87400 1051243 1240982 196549 246635 854694 994347 THE ORGANIZATION IS DEDICATED TO PROVIDING LEADERSHIP, EDUCATION, COMMUNICATION AND RESOURCES TO PROFESSIONALS DEALING WITH OLDER ADULTS. 0 0 1083871 832160 BEACON OFFERED 39 EDUCATIONAL PROGRAMS INCLUDING CONFERENCES AND SEMINARS IN THE AREA OF SENIOR CARE TO 469 PARTICIPANTS. BEACON RAN SEVERAL FUNDED PROGRAMS WHICH PROVIDED SUPPORT AND INSTRUCTION TO IMPROVE QUALITY CARE TO FACILITIES ACROSS THE STATE. ALSO, BEACON AWARDED SEVERAL SCHOLARSHIPS TO DEDICATED SENIOR CARE PROFESSIONALS TO PURSUE HIGHER EDUCATION DEGREES. 1083871 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 0 0 0 0 0 1 0 1 0 1 15 0 1 6 1 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X KEVIN HEFFNER 4103811176 7090 SAMUEL MORSE DR SUITE 400 COLUMBIA MD 21046 KEVIN HEFFNER PRESIDENT/EX-OFFICIO 10.00 30.00 X X 0 233763 7733 KATHY BERNETTI SVP FINANCE 19.00 10.00 X 139082 0 4949 PAUL MILLER COO 4.00 36.00 X 0 130320 11033 JAMES MAUSER CHAIR 1.00 X X 0 0 0 BILL HASSON PAST-CHAIR 1.00 X X 0 0 0 ELIZABETH GALIK CHAIR-ELECT 1.00 X X 0 0 0 CASEY YOUNG TREASURER 1.00 X X 0 0 0 BENJAMIN SHIELDS SECRETARY 1.00 X X 0 0 0 HEATHER ZEISS DIRECTOR 1.00 X 0 0 0 DEBBY SPEAR DIRECTOR 1.00 X 0 0 0 AHUVA WEINREB DIRECTOR 1.00 X 0 0 0 BRYAN ADGATE DIRECTOR 1.00 X 0 0 0 STEPHEN HANDELMAN DIRECTOR 1.00 X 0 0 0 KAY MATTUTAT DIRECTOR 1.00 X 0 0 0 JENNIFER FITZPATRICK DIRECTOR 1.00 X 0 0 0 MARIA JOHNSON DARBY DIRECTOR 1.00 X 0 0 0 WILLIAM CLARK DIRECTOR 1.00 X 0 0 0 RICK GRINDROD DIRECTOR 1.00 X 0 0 0 LAUNI VAWTER DIRECTOR 1.00 X 0 0 0 KILAN FEVRIER DIRECTOR 1.00 X 0 0 0 STANLEY SNOW EX-OFFICIO 1.00 X 0 0 0 KEVIN GOEDEKE EX-OFFICIO 1.00 X 0 0 0 139082 364083 23715 1 0 1 0 0 24200 260251 14236 13071 298687 EDUCATIONAL CONTRACT 611710 339199 339199 EDUCATIONAL PROGRAMS 611710 288428 288428 ANNUAL CONFERENCE 611710 204533 204533 832160 26236 26236 3475 0 3475 3475 3475 103766 99576 4190 4190 4190 110145 24200 45965 64180 64180 1228928 832160 0 98081 144031 112241 31790 420441 413247 7194 12537 12326 211 37195 34795 2400 41298 38501 2797 7144 6660 484 2937 2937 10205 9514 691 106635 99414 7221 4893 4562 331 114037 114037 20555 19163 1392 6584 6138 446 GRANT EXPENSES 237440 237440 BOARD COMMITTEE EXPENSE 12388 11549 839 MISCELLANEOUS 2178 615 44 1519 CONSULTING 1163 1084 79 -40133 -37415 -2718 1141528 1083871 56138 1519 331226 384582 141302 56029 38254 33433 229360 142618 100313 86742 396513 662784 43635 17412 1051243 1240982 26777 78059 62281 61665 107491 106911 196549 246635 X 854694 994347 854694 994347 1051243 1240982 87400 52253 0 X X 0 1 X 1 0 X 139162 249157 175652 137307 298688 999966 905974 561887 673701 764668 832160 3738390 1045136 811044 849353 901975 1130848 4738356 51077 21882 46568 16731 9136 145394 0 51077 21882 46568 16731 9136 145394 4592962 12543 13030 8483 12791 26236 73083 12543 13030 8483 12791 26236 73083 34 34 1057679 824074 857836 914800 1157084 4811473 0.95460 0.95550 0.01520 0.01210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 77375 43257 34118 122685 99361 23324 29300 29300 86742 DUE TO AFFLIATES 30234 REFUNDABLE GRANT ADVANCES 76677 106911 X 1278243 52253 52253 1225990 2938 2938 1228928 1138590 0 1138590 2938 2938 1141528 PART X, LINE 2: THE ORGANIZATION HAD NO LIABILITY FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION RETURNS ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR A PERIOD OF THREE YEARS AFTER THE RETURNS ARE FILED. GOLF TOURNAMENT 88280 665 87615 24737 10344 BEACON BACKER 21085 21085 2 24980 2450 22530 10884 134345 24200 110145 24737 21228 45965 64180 0 0 0 0 0 0 0 0 0 KEVIN HEFFNER PRESIDENT/EX-OFFICIO 0 233763 0 0 0 0 0 7013 0 720 0 241496 0 0 PART I, LINE 3 THE PRESIDENT IS PAID BY MID-ATLANTIC LIFESPAN (A RELATED TAX-EXEMPT ENTITY). THE EXECUTIVE COMMITTEE REVIEWS THE GOALS AND ACHIEVEMENTS OF THE PRESIDENT ANNUALLY. THEY REVIEW COMPENSATION OF COMPARABLE POSITIONS THROUGHOUT THE COUNTRY AND RECOMMEND A SALARY AND BENEFIT PACKAGE ANNUALLY THAT ENSURES NO MORE THAN FAIR MARKET VALUE IS PAID FOR SERVICES RENDERED. THE BOARD APPROVES THE FINAL PACKAGE. THE EXECUTIVE COMMITTEE AND THE BOARD ARE COMPRISED OF INDEPENDENT MEMBERS AND DECISIONS CONCERNING COMPENSATION ARE REFLECTED IN THE COMMITTEE AND BOARD MINUTES. THE EXECUTIVE COMMITTEE AND BOARD OF DIRECTORS WOULD FOLLOW A SIMILAR SET OF PROCEDURES SHOULD THE NEED TO HIRE OTHER KEY EMPLOYEES ARISE. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE VOTING MEMBER OF THE BEACON INSTITUTE IS MID-ATLANTIC LIFESPAN, INC., A RELATED TAX-EXEMPT ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MID-ATLANTIC LIFESPAN, INC. HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF THE BEACON INSTITUTE AND TO APPROVE BOARD OF DIRECTOR NOMINEES. FORM 990, PART VI, SECTION A, LINE 7B A VOTE OF MID-ATLANTIC LIFESPAN AT A MEETING SHALL DECIDE ANY QUESTION BROUGHT BEFORE THE MEETING. UPON THE WRITTEN CONSENT OF MID-ATLANTIC LIFESPAN, THE BYLAWS MAY BE AMENDED OR REPEALED, OR NEW BYLAWS MAY BE MADE AND ADOPTED BY THE DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S DIRECTOR OF FINANCE AND PRESIDENT REVIEW THE RETURN PREPARED BY THE AUDIT FIRM PRIOR TO REVIEW BY THE FINANCE COMMITTEE. ONCE THE REVIEW PROCESS HAS BEEN COMPLETED, THE RETURN IS PRESENTED TO THE BOARD PRIOR TO FILING. FORM 990 IS FILED WITH THE IRS SUBSEQUENT TO BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST QUESTIONNAIRE THAT EACH BOARD MEMBER AND SENIOR MANAGEMENT STAFF SIGN ANNUALLY. BOARD MEMBERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS RELATED TO OUTSIDE INTERESTS, OUTSIDE ACTIVITIES, INDEBTEDNESS, REPRESENTATION, PERSONAL BENEFIT, INSIDE INFORMATION, GIFTS AND GRATUITIES, AND ANY OTHER CONFLICTS WHICH THEY HAVE KNOWLEDGE. THE ORGANIZATION'S PRESIDENT OR HER DESIGNEE REVIEWS THE SIGNED CONFLICT OF INTEREST QUESTIONNAIRES AND INVESTIGATES ANY DISCLOSED CONFLICTS AND THE RESULTS OF THE INVESTIGATION ARE COMMUNICATED TO THE BOARD. ANY INDIVIDUAL HAVING A CONFLICT IS NOT ALLOWED TO VOTE, USE PERSONAL INFLUENCE OR BE PRESENT DURING BOARD DISCUSSIONS OF THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART X11, LINE 2C: THERE HAVE BEEN NO CHANGES TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING THE CURRENT YEAR. MID-ATLANTIC LIFESPAN INC 7090 SAMUEL MORSE DR COLUMBIA MD 21046 522359471 ASSOCIATION MD 501(C)(6) N/A 0 AEGIS HEATHCARE BUSINESS SOLUTIONS INC 7090 SAMUEL MORSE DR COLUMBIA MD 21046 522143883 PROGRAMS/SERVICES MD N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 MID-ATLANTIC LIFESPAN N 128890 COST MID-ATLANTIC LIFESPAN O 27125 COST MID-ATLANTIC LIFESPAN Q 52050 COST MID-ATLANTIC LIFESPAN P 9868 COST