2024-11-06T10:21:23-06:00 2023-12-31 520982413 GROSS MENDELSOHN & ASSOCIATES PA 1801 PORTER STREET SUITE 500 BALTIMORE MD 21230 990 2023-01-01 522359471 MID-ATLANTIC LIFESPAN INC MID- 4103811176 7090 SAMUEL MORSE DR 400 COLUMBIA MD 21046 KEVIN HEFFNER PRESIDENT 4103811176 2024-11-06 1 0 JENNIFER ROCK P01083312 4106855512 2024-10-31 2023 2024-10-15 13:58:12Z KEVIN HEFFNER 7090 SAMUEL MORSE DR 400 COLUMBIA MD 21046 2106867 0 X WWW.LIFESPAN-NETWORK.ORG X 1996 MD STATEWIDE ASSOCIATION OF ORGANIZATIONS ESTABLISHED TO PROMOTE THE INTEREST OF ITS MEMBERS. 23 22 4 21 0 0 0 0 1225939 1476843 10328 47714 95749 116882 1332016 1641439 0 0 0 0 401756 496939 0 0 0 976853 1032165 1378609 1529104 -46593 112335 2079583 2232535 1097738 1042216 981845 1190319 X THE ORGANIZATION IS DEDICATED TO PROVIDING LEADERSHIP, ADVOCACY, EDUCATION, COMMUNICATIONS AND RESOURCES TO ITS MEMBERS. 0 0 1429039 1476843 MID-ATLANTIC LIFESPAN HAS 253 FACILITY MEMBERS AND 93 ASSOCIATE MEMBERS. IT ORGANIZED SEVERAL FREE PEER MEETINGS THROUGHOUT THE STATE ABOUT DISCUSSION TOPICS IMPORTANT TO THE MEMBERSHIP. THE ORGANIZATION ALSO ADVOCATED FOR ITS MEMBERS ON VARIOUS STATE WORKGROUPS, SUCH AS MADC ADVISORY COMMITTEE, MEDICAID DUAL ELIGIBLE WORKGROUP, HSCRC TOTAL COST OF CARE WORKGROUP AND THE NURSING HOME LIAISON COMMITTEE. LIFESPAN IS THE MAIN LIAISON BEFORE THE MARYLAND GENERAL ASSEMBLY ON LEGISLATIVE AND BUDGET ITEMS BETWEEN SENIOR CARE PROVIDERS AND THE STATE AS WELL AS BEING THE MAIN CONTACT BETWEEN THE SENIOR CARE INDUSTRY AND STATE AGENCIES. IN 2023, LIFESPAN FOLLOWED 73 BILLS AND PROVIDED TESTIMONY ON APPROXIMATELY 27 LEGISLATIVE PROPOSALS.(SEE SCHEDULE O FOR CONTINUATION.)IT COMMUNICATES REGULATORY, LEGISLATIVE AND ADVOCACY INFORMATION TO ITS MEMBERS MONTHLY BY EMAILS, WEBINARS, AND E-NEWSLETTERS. THE MONTHLY NEWSLETTER ALSO INFORMS MEMBERS OF CURRENT EVENTS, SHOWCASES OUR PROVIDERS' ACCOMPLISHMENTS AND PROVIDES INFORMATIVE INFORMATION WHICH INCLUDES UPCOMING SEMINARS. LIFESPAN CONNECTED WITH MEMBERS, IN PERSON, VIA ZOOM, AND OTHER VIRTUAL PLATFORMS. 1429039 0 0 1 1 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 3 0 1 4 1 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 MD X KEVIN HEFFNER 4103811176 7090 SAMUEL MORSE DR SUITE 400 COLUMBIA MD 21042 KEVIN HEFFNER PRESIDENT/EX-OFFICIO 28.50 11.50 X X 233763 0 7733 KATHY BERNETTI SVP FINANCE 9.00 20.00 X 0 139082 4949 PAUL MILLER COO 20.00 20.00 X 0 130320 11033 STANLEY SNOW CHAIR 1.00 X X 0 0 0 LESLIE RAY PAST CHAIR 1.00 X X 0 0 0 KEVIN GOEDEKE CHAIR-ELECT 1.00 X X 0 0 0 JEFF KAGAN TREASURER 1.00 X X 0 0 0 PATRICK DOYLE SECRETARY 1.00 X X 0 0 0 JENNIFER ABERGEL TRUSTEE 1.00 X 0 0 0 CATHY HAMEL TRUSTEE 1.00 X 0 0 0 DANNY O'BRIEN TRUSTEE 1.00 X 0 0 0 KARIN LAKIN TRUSTEE 1.00 X 0 0 0 PHIL GOLDEN TRUSTEE 1.00 X 0 0 0 JONATHAN ELLIS TRUSTEE 1.00 X 0 0 0 KACEY TROYER TRUSTEE 1.00 X 0 0 0 JOANNE REIFSNYDER TRUSTEE 1.00 X 0 0 0 JEFF METZ TRUSTEE 1.00 X 0 0 0 LISA LEPPADO TRUSTEE 1.00 X 0 0 0 HOLLY NORELLI TRUSTEE 1.00 X 0 0 0 SAMIRIA WASHINGTON TRUSTEE 1.00 X 0 0 0 GIDEON LEISER TRUSTEE 1.00 X 0 0 0 DUSTIN FREAS EX-OFFICIO 1.00 X 0 0 0 JAMES MAUSER EX-OFFICIO 1.00 X 0 0 0 BETH GALIK EX-OFFICIO 1.00 X 0 0 0 LYNN GORDON EX-OFFICIO 1.00 X 0 0 0 233763 269402 23715 1 0 1 0 0 MEMBERSHIP DUES 812900 1010650 1010650 MEETINGS & CONFERENCES 611430 431193 431193 PUBLICATION INCOME 812900 35000 35000 1476843 39761 39761 4414 4414 84234 0 84234 84234 84234 473381 465428 7953 7953 7953 OTHER 812900 13600 13600 EXPENSE REIMBURSEMENT 812900 11742 11742 INTEREST LOAN RECEIVAB 900003 2892 2892 28234 1641439 1476843 0 164596 X 241496 203925 4756 17710 29052 7066 5677 343172 12130 23154 119960 7379 431193 53480 6249 MISCELLANEOUS 13357 BOARD COMMITTEE EXPENSE 9057 BAD DEBT 291 1529104 445016 473263 837 13 16490 16928 533834 307385 278538 226449 714524 985914 11000 11000 613178 518968 2079583 2232535 15209 45823 172837 248578 909692 747815 1097738 1042216 X 981845 1190319 981845 1190319 2079583 2232535 X 112335 98543 -2404 X X 0 1 X 1 0 2404 2404 2404 0 0 0 1 1010650 32674 32674 38708 -6034 PART 1-A, LINE 1 IN 2023, LIFESPAN MADE CONTRIBUTIONS TOTALING $2,404 IN SUPPORT OF POLITICAL CANDIDATES THROUGH ITS PAC. 474457 265247 209210 59377 42138 17239 226449 DUE FROM AFFILIATES 85673 SECURITY DEPOSIT 11416 RIGHT OF USE ASSET 421879 518968 DUE TO AFFILIATES 43011 LEASE LIABILITY 704804 747815 X 1734305 98543 98543 1635762 5677 5677 1641439 1525831 2404 2404 1523427 5677 5677 1529104 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. PART XII, LINE 2D - OTHER ADJUSTMENTS: PAC EXPENSES 2,404. X X X X 0 0 0 KEVIN HEFFNER PRESIDENT/EX-OFFICIO 233763 0 0 0 0 0 7013 0 720 0 241496 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 LIFESPAN HAS PROVIDER MEMBERS WHO ARE ALLOWED ONE VOTE EACH AS LONG AS THEY HAVE PAID MEMBERSHIP DUES AND ARE IN GOOD STANDING. FORM 990, PART VI, SECTION A, LINE 7A ALL BOARD MEMBERS ARE ELECTED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS APPROVE LIFESPAN'S ANNUAL BUDGET. THE MEMBERS MAY ALSO AMEND THE BYLAWS OF THE LIFESPAN. 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 B, LINE 15A 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 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 IX, LINE 11G LEGISLATIVE LIAISON 142,792. MISCELLANEOUS CONSULTING 22,969. TEMP HELP 177,411. FORM 990, PART XI, LINE 9: PAC EXPENSES -2,404. FORM 990, PART X11, LINE 2C: THERE HAVE BEEN NO CHANGES TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS DURING 2023. THE BEACON INSTITUTE INC 10280 OLD COLUMBIA RD COLUMBIA MD 21046 521990733 EDUCATION MD 501(C)(3) LINE 10 MID-ATLANTIC LIFESPAN INC 0 AEGIS HEALTHCARE BUSINESS SOLUTIONS INC 10280 OLD COLUMBIA RD COLUMBIA MD 21046 522143883 PROGRAMS/SERVICE MD MID-ATLANTIC LIFESPAN INC C 1644 113259 1.00000 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 THE BEACON INSTITUTE INC Q 9868 COST THE BEACON INSTITUTE INC N 128890 COST THE BEACON INSTITUTE INC O 27125 COST AEGIS HEALTHCARE BUSINESS SOLUTIONS INC A 2892 COST THE BEACON INSTITUTE INC P 52050 COST AEGIS HEALTHCARE BUSINESS SOLUTIONS INC N 16016 COST AEGIS HEALTHCARE BUSINESS SOLUTIONS INC P 1014 COST