2025-09-09T07:55:53-05:00 2024-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990 2024-01-01 721267672 LAMBETH HOUSE INC LAMB 5048651960 150 BROADWAY NEW ORLEANS LA 70118 CHRIS CASEY TREASURER 5048651960 2025-09-08 1 0 JOHN S WILES CPA P01222673 5048355522 2025-09-08 2024 2025-03-06 01:10:19Z LINDA CONNER 150 BROADWAY NEW ORLEANS LA 70118 25035178 0 X WWW.LAMBETHHOUSE.COM X 1993 LA TO OWN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE AGED IN NEW ORLEANS, LOUISIANA. 18 18 0 18 0 0 44594 3089319 9750666 9831467 1553282 4052622 243267 143585 11591809 17116993 0 0 0 0 0 0 0 0 0 7837620 8209365 7837620 8209365 3754189 8907628 135572797 144633742 78566126 77315346 57006671 67318396 TO OWN A CONTINUING CARE RETIREMENT COMMUNITY FOR THE AGED IN NEW ORLEANS, LOUISIANA. 0 0 4944964 9831467 OWNS A RETIREMENT FACILITY WHICH PROVIDES HOUSING COMPRISED OF INDEPENDENT LIVING, ASSISTED LIVING, AND NURSING FACILITY UNITS, AND RELATED SERVICES TO RESIDENTS INCLUDING INFORMATION PROGRAMS FOR THE ELDERLY. THE RETIREMENT FACILITY CONTAINS 118 APARTMENT HOMES, 45 ASSISTED LIVING SUITES, AND 56 NURSING CARE BEDS. 4944964 1 1 0 0 0 0 0 1 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 LA X LYNN SWETLAND 5048651960 150 BROADWAY NEW ORLEANS LA 70118 X HOLLY ABBOTT BOARD MEMBER 0.30 0.10 X 0 0 0 LISA MILLS BOARD MEMBER 0.30 X 0 0 0 THE REV ANNIE KNAZS JUNG BOARD MEMBER 0.30 X 0 0 0 G BRUCE PARKERSON BOARD MEMBER 0.30 X 0 0 0 CHRIS CASEY TREASURER 0.30 0.10 X X 0 0 0 JEFF MECKSTROTH BOARD MEMBER 0.30 0.10 X 0 0 0 DR EMERY MINNARD MD BOARD MEMBER 0.30 X 0 0 0 LINDA CONNER CHAIR 2.00 0.10 X X 0 0 0 TOM ALLEN BOARD MEMBER 0.30 X 0 0 0 OCTAVE J FRANCIS III BOARD MEMBER 0.30 X 0 0 0 CHRIS MARTIN SECRETARY 0.30 0.10 X X 0 0 0 PAMELA C MARTIN MD BOARD MEMBER 0.30 X 0 0 0 MAGDALEN BICKFORD BOARD MEMBER 0.30 0.10 X 0 0 0 CHRISTINE MONTZ BOARD MEMBER 0.30 2.00 X 0 0 0 REECEE LANIER BOARD MEMEBR 0.30 X 0 0 0 STAFFORD C VIATOR BOARD MEMBER 0.30 X 0 0 0 COLLEEN FRAMPTON VICE PRESIDENT 1.00 X X 0 0 0 BOB BRICKMAN BOARD MEMBER 0.30 X 0 0 0 0 0 0 0 0 0 0 WOODWARD DESIGN AND BUILD 1000 S NORMAN FRANCIS NEW ORLEANS LA 70125 CONTRACTOR SERVICES 5673797 RCC FLOORING 2901 RIDEGLAKE DRIVE SUITE 217 METAIRIE LA 70002 CONTRACTOR SERVICES 138441 2 3089319 3089319 RESIDENT SERVICE FEES 623000 9831467 9831467 9831467 3587031 3587031 49884 0 49884 49884 49884 8383776 7918185 465591 465591 465591 HAWK RIDGE PARTNERS II, LP K-1 AC 900099 93701 93701 93701 17116993 9831467 0 4196207 4944964 4944964 1760 1760 125025 125025 50 50 439811 439811 2416326 2416326 281429 281429 8209365 4944964 3264401 0 3471579 2152796 159437 68048 239478 209754 77692217 47996549 24668300 29695668 69488431 75308903 3495072 3671179 34050500 33527394 135572797 144633742 19267 1164226 3822243 3847887 13358789 10779412 61365827 61523821 78566126 77315346 X 57006671 67318396 57006671 67318396 135572797 144633742 X 8907628 1842211 -438114 X X 0 1 X 1 0 X 259991 33824 47292 44594 3089319 3475020 9390586 9063574 9524239 9750666 9831467 47560532 9650577 9097398 9571531 9795260 12920786 51035552 0 0 0 51035552 933988 3221307 3258294 2476627 3636915 13527131 933988 3221307 3258294 2476627 3636915 13527131 386 195416 93701 289503 10584951 12318705 12829825 12467303 16651402 64852186 0.78700 0.80740 0.20860 0.18900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 205491 X 0 3003316 3003316 58266579 35213399 23053180 2459812 2416888 42924 13962510 10366262 3596248 29695668 INVESTMENT IN BROADWAY SERVICES, INC 6342527 INVESTMENT IN LAMBETH HOUSE FOUNDATION 6571157 INVESTMENT IN ST ANNA'S RESIDENCE 19904202 WORKS OF ART 205491 INTEREST RATE SWAP 504017 33527394 DEPOSITS ON UNOCCUPIED UNITS 643700 DUE TO BROADWAY SERVICES, INC. 35569 REFUNDABLE FEES 60843932 DUE TO LAMBETH HOUSE FOUNDATION 620 61523821 X 19041610 1842211 82406 1924617 17116993 0 17116993 8209363 0 8209363 2 2 8209365 PART III, LINE 4: WORKS OF ART ARE PUBLICLY DISPLAYED IN RESIDENT COMMON LIVING AREAS. THEY ENHANCE THE BEAUTY OF THE FACILITY, ARE ENJOYED BY THE RESIDENTS AND THEIR GUESTS, AND CONTRIBUTE TO THEIR QUALITY OF LIFE. PART X, LINE 2: THE COMPANY FOLLOWS THE PROVISIONS OF THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES TOPIC OF THE FASB ASC. THE COMPANY RECOGNIZES A THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE INTERPRETATION ALSO PROVIDES GUIDANCE ON RECOGNITION, DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT DECEMBER 31, 2024 AND 2023, THE COMPANY HAD NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAAP/TAX DIFFERENCE OF HAWK RIDGE PARTNERS II, LP K-1 ACTIVITY 82,407. ROUNDING -1. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 2. FORM 990, PART VI, SECTION A, LINE 3 LAMBETH HOUSE, INC. ("LHI") IS THE SOLE MEMBER OF BROADWAY SERVICES, INC. ("BSI"), A LOUISIANA NON-PROFIT CORPORATION THAT IS ALSO EXEMPT FROM FEDERAL INCOME TAXATION PURSUANT TO 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ITS CAPACITY AS THE SOLE MEMBER, LHI MAINTAINS THE POWER AND AUTHORITY TO APPOINT MEMBERS OF BSI'S GOVERNING BOARD. FURTHERMORE, LHI AND BSI ARE PARTIES TO A CERTAIN MANAGEMENT AND OPERATING AGREEMENT PURSUANT TO WHICH BSI HAS AGREED TO ASSUME SUBSTANTIALLY ALL RESPONSIBILITY FOR MANAGING AND OPERATING LHI'S CONTINUING CARE RETIREMENT COMMUNITY, INCLUDING THE PROVISION OF CERTAIN HEALTHCARE AND OTHER SERVICES TO RESIDENTS, IN EXCHANGE FOR A MONTHLY MANAGEMENT FEE. AS A RESULT OF THAT ARRANGEMENT, LHI ONLY MAINTAINS UNCOMPENSATED OFFICERS, AND DOES NOT HAVE ANY EMPLOYEES OR PAYROLL EXPENSES. INSTEAD, ALL PERSONNEL WHO PROVIDE SERVICES IN CONNECTION WITH THE MANAGEMENT AND OPERATION OF LHI'S CONTINUING CARE RETIREMENT COMMUNITY ARE EMPLOYED AND COMPENSATED BY BSI. PLEASE REFER TO THE FORM 990 SEPARATELY FILED BY BSI FOR A DETAILED DESCRIPTION OF BSI'S GOVERNANCE STRUCTURE, OPERATIONS, AND POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE COMPLETED 990 IS RECEIVED BY THE ORGANIZATION, IT IS REVIEWED BY THE ENTIRE BOARD. ANY QUESTIONS OR COMMENTS ARE THEN DIRECTED TO THE PRESIDENT OF THE BOARD. UPON APPROVAL, THE FORM 990 IS RELEASED FOR SUBMISSION TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C A DISCLOSURE STATEMENT IS SUBMITTED ANNUALLY BY ALL OFFICERS AND DIRECTORS OF LHI AND ALL RELATED ORGANIZATIONS TO DISCLOSE ANY SITUATIONS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST. THE BOARD OF DIRECTORS SHALL TAKE SUCH ACTIONS AS MAY BE REASONABLY NECESSARY TO PROTECT THE BEST INTERESTS OF THE ORGANIZATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTERST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: INTEREST RATE SWAP AGREEMENT -173,709. GAAP/TAX DIFFERENCE OF HAWK RIDGE PARTNERS II, LP K-1 ACTIVITY 82,407. EARNINGS OF MEMBER CORPORATIONS -346,812. FORM 990, PAGE 12, QUESTION 2C THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. PART IX, LINE 11A: MANAGEMENT FEE THE MANAGEMENT FEE OF $4,944,964 WAS PAID TO BROADWAY SERVICES INC, A 509(A)(3) SUPPORTING ORGANIZATION OF LAMBETH HOUSE, INC. LAMBETH HOUSE, INC. IS THE SOLE MEMBER OF BROADWAY SERVICES, INC. LAMBETH HOUSE FOUNDATION, ST. ANNA'S ASYLUM FOR THE RELIEF OF DESTITUTE FEMALES AND HELPLESS CHILDREN, AND BROADWAY SERVICES INC. ARE ALL NONPROFIT 501(C)(3) PUBLIC CHARITIES WHICH ARE CONTROLLED BY LHI AND WHICH WORK TOWARD THE SAME EXEMPT PURPOSE. SEE ALSO EXPLANATION FOR PART VI, SECTION A, LINE 3, ABOVE. LAMBETH HOUSE FOUNDATION 150 BROADWAY NEW ORLEANS LA 70118 721498005 TO SUPPORT OR BENEFIT LAMBETH HOUSE, INC. LA 501(C)(3) LINE 12A, I LAMBETH HOUSE INC 1 BROADWAY SERVICES INC 150 BROADWAY NEW ORLEANS LA 70118 731665555 OPERATE A CONTINUING CARE RETIREMENT COMMUNITY LA 501(C)(3) LINE 12A, I LAMBETH HOUSE INC 1 ST ANNA'S ASYLUM FOR THE RELIEF OF DESTITUTE FEMALES AND HELPLESS CHILDREN 150 BROADWAY NEW ORLEANS LA 70118 720408969 TO SUPPORT OR BENEFIT LAMBETH HOUSE, INC. LA 501(C)(3) LINE 12A, I LAMBETH HOUSE INC 1 0 0 1 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 BROADWAY SERVICES INC M 4944964 FAIR MARKET VALUE LAMBETH HOUSE FOUNDATION C 29853 FAIR MARKET VALUE BROADWAY SERVICES INC E 10806118 LOAN BALANCE BROADWAY SERVICES INC D 35569 LOAN BALANCE BROADWAY SERVICES INC C 3059466 FAIR MARKET VALUE