2025-09-10T15:32:24-05:00 2024-12-31 721088864 LAPORTE APAC 111 VETERANS MEMORIAL BLVD 600 METAIRIE LA 700054958 990 2024-01-01 731665555 BROADWAY SERVICES INC BROA 5048651960 150 BROADWAY NEW ORLEANS LA 70118 SCOTT CRABTREE OFFICER 5048651960 2025-09-10 1 0 JOHN S WILES CPA P01222673 5048355522 2025-09-08 2024 2025-03-06 01:10:19Z SCOTT CRABTREE 150 BROADWAY NEW ORLEANS LA 70118 12948831 0 X N/A X 2003 LA TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY FOR THE AGED IN NEW ORLEANS, LOUISIANA. 5 2 192 15 11668 0 2347526 123635 12225472 12004238 157161 237758 -6335 -5436 14723824 12360195 0 3059466 0 0 7250425 6714756 0 0 0 4628025 5258814 11878450 15033036 2845374 -2672841 9668927 6989228 743523 646701 8925404 6342527 TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY FOR THE AGED IN NEW ORLEANS, LOUISIANA. 0 0 12887781 3059466 11992570 MANAGES A RETIREMENT FACILITY WHICH PROVIDES HOUSING COMPRISED OF INDEPENDENT LIVING, ASSISTED LIVING, AND NURSING FACILITY UNITS, AND RELATED SERVICES TO 255 RESIDENTS INCLUDING INFORMATION PROGRAMS FOR THE ELDERLY. 12887781 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 49 0 1 192 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 5 2 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 LA X LYNN SWETLAND 5048651960 150 BROADWAY NEW ORLEANS LA 70118 SCOTT CRABTREE CEO 34.00 6.00 X X 442004 0 23888 LYNN SWETLAND CFO 34.00 6.00 X X 239972 0 20265 JANICE J HALES COO 34.00 6.00 X X 261679 0 8081 JANICE PARMELEE CHAIR 0.30 X X 0 0 0 CHRISTINE THOMPSON BRIEDE BOARD MEMBER 0.30 X 0 0 0 YEAQUANNA SMOOT DIRECTOR OF NURSING 40.00 X 108978 0 12902 ALLISON WILLIAMS NURSE 40.00 X 109598 0 10358 1162231 0 75494 5 0 1 0 UNIDINE CORP PO BOX 102289 ATLANTA GA 30368 DIETARY SERVICES 2437267 INNOVATIVE SERVICE PROVIDER 210 CLEARVIEW PARKWAY METAIRIE LA 70001 CONTRACT STAFFING 123675 SHIFTKEY LLC PO BOX 735913 DALLAS TX 75373 CONTRACT STAFFING 100911 3 13150 110485 123635 RESIDENT SERVICE FEES 623000 7059274 7047606 11668 MANAGEMENT FEE REVENUE 623000 4944964 4944964 12004238 200200 200200 615194 11000 588636 0 26558 11000 37558 37558 MISCELLANEOUS INCOME 900099 3450 3450 NOVARE CONSORTIUM LLC K-1 ACTIVIT 900099 -8886 -8886 -5436 12360195 11992570 11668 232322 X 3059466 3059466 943655 943655 4670539 4670539 724431 724431 376131 376131 39288 39288 52003 52003 2915202 2915202 87251 87251 338485 338485 1209590 1209590 121471 121471 223994 223994 MEDICAL SUPPLIES & DRUG 102330 102330 RECRUITING & TRAINING 89738 89738 DUES & SUBSCRIPTIONS 37470 37470 BANK CHARGES 19063 19063 22929 6289 16640 15033036 12887781 2145255 0 152051 234559 2940531 834690 -4766 33638 43310 40541 441620 434115 4678370 4255015 393615 423355 4268409 3558522 1434157 1429808 9668927 6989228 485523 396701 258000 250000 743523 646701 X 8925404 6342527 8925404 6342527 9668927 6989228 X -2672841 81078 8886 X X 0 1 X 1 0 X X 1 LAMBETH HOUSE INC 721267672 10 0 15033036 0 1 15033036 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PAGE 1, PART I, LINE 12G, COLUMN IV: BROADWAY SERVICES, INC.'S (BSI) ARTICLES OF INCORPRATION DO NOT SPECIFICALLY IDENTIFY ITS SUPPORTED ORGANIZATION, LAMBETH HOUSE, INC.(LHI) BY NAME AS ITS SUPPORTED ORGANIZATION. BSI IS OPERATED, SUPERVISED AND CONTROLLED BY LHI THROUGH ITS TYPE I PARENT-SUBSIDIARY RELATIONSHIP WITH LHI. LHI IS A 509(A)(2) ORGANIZATION THAT IS REFERRED TO AS THE SOLE MEMBER OF BSI IN ITS ARTICLES OF ORGANIZATION. THE ARTICLES AND BYLAWS GIVE LHI, AS SOLE MEMBER OF BSI, THE POWER TO REGULARLY APPOINT AND REMOVE BSI'S BOARD MEMBERS. PART IV, SECTION A, LINE 1: BROADWAY SERVICES, INC.'S (BSI) ARTICLES OF INCORPRATION DO NOT SPECIFICALLY IDENTIFY ITS SUPPORTED ORGANIZATION, LAMBETH HOUSE, INC.(LHI) BY NAME AS ITS SUPPORTED ORGANIZATION. BSI IS OPERATED, SUPERVISED AND CONTROLLED BY LHI THROUGH ITS TYPE I PARENT-SUBSIDIARY RELATIONSHIP WITH LHI. LHI IS A 509(A)(2) ORGANIZATION THAT IS REFERRED TO AS THE SOLE MEMBER OF BSI IN ITS ARTICLES OF ORGANIZATION. THE ARTICLES AND BYLAWS GIVE LHI, AS SOLE MEMBER OF BSI, THE POWER TO REGULARLY APPOINT AND REMOVE BSI'S BOARD MEMBERS. SINCE ITS INCEPTION IN 2003, BSI HAS ENGAGED SOLELY IN ACTIVITIES ON BEHALF OF LHI AND NONE OF ITS ACTIVITIES FURTHER A PURPOSE OTHER THAN SUPPORTING AND BENEFITING LHI. BSI'S ARTICLES OF ORGANIZATION STATE THAT THE ORGANIZATION IS ORGANIZED AND OPERATED PRIMARILY TO DIRECTLY OPERATE HOUSING THAT IS SPECIALLY DESIGNED TO MEET THE NEEDS OF AGED PERSONS, INCLUDING THE HEALTH CARE, SOCIAL AND SPIRITUAL NEEDS AND THE NEED FOR (A) HOUSING AND FINANCIAL SECURITY AND (B) OTHERWISE PROMOTING AND SERVING THE INTERESTS AND NEEDS OF THE ELDERLY, WHICH IS CONSISTENT WITH THE CLASS OF ACTIVITIES AND EXEMPT PURPOSE FOR WHICH LHI IS ORGANIZED AND OPERATED. 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. 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4678370 4255015 423355 423355 DUE FROM LAMBETH HOUSE FOUNDATION 5803 DUE FROM LAMBETH HOUSE, INC. 35569 EMPLOYEE RETENTION CREDIT 1388436 1429808 DEPOSITS ON OCCUPIED UNITS 250000 250000 X 12450159 81078 81078 12369081 -8886 -8886 12360195 15033036 0 15033036 0 15033036 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, DERECOGNITION, 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 4B - OTHER ADJUSTMENTS: BOOK/TAX DIFFERENCE FROM NOVARE CONSORTIUM, LLC K-1 ACTIVITY -8,886. 0 LAMBETH HOUSE INC 150 BROADWAY STREET NEW ORLEANS LA 70118 721267672 501(C)(3) 3059466 0 CASH IMPROVEMENTS FOR CONTINUING CARE RETIREMENT COMMUNITY 1 X X X X 0 0 0 0 0 0 0 0 0 SCOTT CRABTREE CEO 392004 0 50000 0 0 0 12782 0 11106 0 465892 0 0 0 JANICE J HALES COO 231679 0 30000 0 0 0 933 0 7148 0 269760 0 0 0 LYNN SWETLAND CFO 209972 0 30000 0 0 0 9159 0 11106 0 260237 0 0 0 PART I, LINE 3 THE TWO INDEPENDENT BOARD MEMBERS OF BROADWAY SERVICES, INC. ("BSI") DETERMINE THE COMPENSATION OF THE ORGANIZATION'S CEO/EXECUTIVE DIRECTOR AND OTHER OFFICERS ON AN ANNUAL BASIS BY REVIEWING FORMS 990 AND OTHER COMPARABILITY DATA FROM OTHER SIMILARLY SITUATED, NON-PROFIT ORGANIZATIONS. THE BY-LAWS STATE THAT THE SALARIES OF ALL OFFICERS OF THE CORPORATION SHALL BE FIXED BY A RESOLUTION DULY ADOPTED BY THE INDEPENDENT DIRECTORS OR ANY INDEPENDENT COMMITTEE FORMED FOR SUCH PURPOSE CONSISTING OF INDEPENDENT DIRECTORS. DIRECTORS WHO ARE COMPENSATED ARE NOT PERMITTED TO VOTE ON ANY COMPENSATION MATTERS FOR THEMSELVES OR FOR OTHER COMPENSATED DIRECTORS. THE LAMBETH HOUSE BOARD APPROVES THE LAMBETH BUDGET WHICH DOES INCLUDE THE MANAGEMENT FEE THAT IS PAID TO BSI BY LHI. THE MANAGEMENT FEE IS BASED UPON THE BSI BUDGET AND INCLUDES SALARIES OF ALL BSI EMPLOYEES. THE BSI BUDGET IS REVIEWED BY THE LHI FINANCE COMMITTEE. ONCE APPROVED BY THE LHI FINANCE COMMITTEE, A SUMMARY BUDGET IS PRESENTED TO THE LHI BOARD FOR APPROVAL. FORM 990, PART VI, SECTION A, LINE 6 LAMBETH HOUSE, INC. ("LHI"), A LOUISIANA NON-PROFIT CORPORATION THAT IS ALSO EXEMPT FROM FEDERAL INCOME TAXATION PURSUANT TO 501(C)(3) OF THE INTERNAL REVENUE CODE, IS THE SOLE MEMBER OF BROADWAY SERVICES, INC. ("BSI"). LHI OWNS CERTAIN REAL PROPERTY AND IMPROVEMENTS LOCATED AT 150 BROADWAY AVENUE, NEW ORLEANS, LOUISIANA THAT ARE USED TO OPERATE A CONTINUING CARE AND RETIREMENT COMMUNITY. 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. PLEASE REFER TO THE FORM 990 SEPARATELY FILED BY LHI FOR A DETAILED DESCRIPTION OF LHI'S GOVERNANCE STRUCTURE, OPERATIONS, AND POLICIES AND PROCEDURES. FORM 990, PART VI, SECTION A, LINE 7A IN ITS CAPACITY AS THE SOLE MEMBER OF BSI, LHI MAINTAINS THE POWER AND AUTHORITY TO APPOINT MEMBERS OF BSI'S GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE COMPLETED 990 IS RECEIVED BY THE ORGANIZATION, IT IS REVIEWED BY THE ENTIRE BOARD, AND ANY QUESTIONS OR COMMENTS ARE DIRECTED TO THE ORGANIZATION'S CPA. 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 EXECUTIVE LEVEL EMPLOYEES AND ALL MEMBERS OF THE BOARD OF DIRECTORS 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 B, LINE 15 THE BOARD OF DIRECTORS OF BSI DETERMINES THE COMPENSATION OF THE ORGANIZATION'S OFFICERS AND KEY EMPLOYEES ON AN ANNUAL BASIS BY REVIEWING FORMS 990 AND OTHER COMPARABILITY DATA FROM OTHER SIMILARLY SITUATED, NON-PROFIT ORGANIZATIONS. ANY INDIVIDUAL WHOSE COMPENSATION IS BEING CONSIDERED BY THE BOARD OF DIRECTORS (INCLUDING INDIVIDUALS WHO SERVE ON THE BOARD OF DIRECTORS) ARE NOT PRESENT DURING THE DISCUSSION AND APPROVAL OF THEIR COMPENSATION. THE PROPOSED COMPENSATION IS THEN APPROVED BY THE DISINTERESTED MEMBERS OF BSI'S BOARD OF DIRECTORS AND MEMORIALIZED IN THE ORGANIZATION'S MINUTES OF DIRECTOR MEETINGS. BSI ALSO HAS A WRITTEN EMPLOYMENT CONTRACT WITH ITS CEO/EXECUTIVE DIRECTOR, WHICH HAS REMAINED IN EFFECT SINCE 2003. THE BSI BUDGET, IN SUMMARY FORM, IS PRESENTED TO THE LHI BOARD AT THE TIME THE LHI BUDGET IS REVIEWED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 515,872. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 515,872. DIETARY SERVICES: PROGRAM SERVICE EXPENSES 2,399,330. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,399,330. FORM 990, PART XI, LINE 9: GAAP/TAX DIFFERENCE OF NOVARE CONSORTIUM, LLC K-1 ACTIVITY 8,886. FORM 990, PAGE 12, QUESTION 2C THE LHI FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT. FORM 990, PART 1, LINE 4 LAMBETH HOUSE, INC., A NON-FOR-PROFIT ORGANIZATION, IS THE SOLE MEMBER OF BROADWAY SERVICES, INC. LAMBETH HOUSE, INC. BY VIRTUE OF ITS MEMBERSHIP STATUS, APPOINTED THE BOARD OF DIRECTORS FOR BROADWAY SERVICES, INC., NONE OF WHOM SERVE ON THE BOARD FOR LAMBETH HOUSE, INC. THE APPOINTED BOARD MEMBERS ARE EMPLOYEES OF BROADWAY SERVICES, INC., AND ARE, THEREFORE, NOT INDEPENDENT, WITH THE EXCEPTION OF TWO INDEPEDENT BOARD MEMBERS, APPOINTED BY LAMBETH HOUSE, INC. FORM 990, PART VI, SECTION A, LINE 1B 2 MEMBERS OF BSI'S BOARD ARE INDEPENDENT, WHILE 3 OF THE BOARD MEMBERS ARE NON INDEPENDENT DUE TO BEING COMPENSATED AS EMPLOYEES OF BSI. BSI'S VOTING BOARD IS ELECTED BY LHI, ITS SOLE MEMBER. LHI'S VOTING BOARD CONSIST OF 18 MEMBERS WHO ARE ALL INDEPENDENT, AND WHO DO NOT INCLUDE THE 3 COMPENSATED BOARD MEMBERS OR 2 INDEPENDENT MEMBERS ON BSI'S BOARD. LAMBETH HOUSE FOUNDATION 150 BROADWAY STREET NEW ORLEANS LA 70118 721498005 TO SUPPORT OR BENEFIT LAMBETH HOUSE, INC. LA 501(C)(3) LINE 12A, I LAMBETH HOUSE INC 0 LAMBETH HOUSE INC 150 BROADWAY STREET NEW ORLEANS LA 70118 721267672 TO OWN A CONTINUING CARE RETIREMENT COMMUNITY LA 501(C)(3) LINE 10 N/A 0 ST ANNA'S ASYLUM FOR THE RELIEF OF DESTITUTE FEMALES AND HELPLESS CHILDREN 150 BROADWAY STREET NEW ORLEANS LA 70118 720408969 TO SUPPORT OR BENEFIT LAMBETH HOUSE, INC. LA 501(C)(3) LINE 12A, I LAMBETH HOUSE INC 0 0 1 1 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0