2026-05-14T14:22:54-05:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 222790840 THE HIGHLANDS AT WYOMISSING HIGH 6107752300 2000 CAMBRIDGE AVE WYOMISSING PA 19610 KEVIN P DEACOSTA PRESIDENT/CEO 6107752300 2026-05-13 1 1 KERRI N BOGDA P01729840 7177404863 2026-03-26 2024 2025-03-06 01:10:19Z KEVIN P DEACOSTA 2000 CAMBRIDGE AVE WYOMISSING PA PA 19610 57424833 0 X WWW.THEHIGHLANDS.ORG X 1989 PA CONTINUING CARE RETIREMENT COMMUNITY SERVING TO TRANSFORM THE SENIOR EXPERIENCE. 12 8 495 114 0 0 294533 2173140 34287275 38967163 3859896 3614706 1565655 1151574 40007359 45906583 0 46105 0 0 16107930 13267528 0 0 137242 22683344 29075385 38791274 42389018 1216085 3517565 228357030 250708540 158903120 173987714 69453910 76720826 X THE MISSION OF THE HIGHLANDS AT WYOMISSING IS TO TRANSFORM THE SENIOR EXPERIENCE. 0 0 20303248 46105 26220779 THE HIGHLANDS AT WYOMISSING OPERATES A 343 RESIDENTIAL LIVING FACILITY THAT PROVIDES HOUSING, SOCIAL SERVICE SUPPORT, SOCIAL ACTIVITIES, AND HEALTH AND WELLNESS ACTIVITIES TO OUR RESIDENTS. DURING FY25, THE HIGHLANDS AT WYOMISSING PROVIDED SERVICES TO 476 RESIDENTS FOR A TOTAL OF 153,337 RESIDENT DAYS. 9494103 7534633 THE HIGHLANDS AT WYOMISSING OPERATES AN 80 BED SKILLED NURSING CARE FACILITY THAT PROVIDES HOUSING, SKILLED NURSING CARE, POST ACUTE CARE, AND SOCIAL ACTIVITIES TO OUR RESIDENTS. DURING FY25, THE HIGHLANDS AT WYOMISSING PROVIDED SERVICES TO 351 RESIDENTS FOR A TOTAL OF 18,608 RESIDENT DAYS. 5869459 5211751 THE HIGHLANDS AT WYOMISSING OPERATES A 63 BED PERSONAL CARE AND MEMORY SUPPORT FACILITY THAT PROVIDES HOUSING, SUPERVISED DAILY ACTIVITIES, AND MODERATE MEDICAL CARE TO OUR RESIDENTS. DURING FY25, THE HIGHLANDS AT WYOMISSING PROVIDED SERVICES TO 85 RESIDENTS FOR A TOTAL OF 22,518 RESIDENT DAYS. 319359 PROVIDES RECREATIONAL ACTIVITIES FOR ELDERLY RESIDENTS. 319359 35986169 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 40 0 495 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X KEVIN P DEACOSTA 6107752300 2000 CAMBRIDGE AVENUE WYOMISSING PA 19610 GEOFFREY W EDDOWES CHAIR 1.00 1.00 X X 0 0 0 KEITH MOONEY VICE CHAIR 1.00 0.00 X X 0 0 0 DANIEL KIMBALL MD SECRETARY 1.00 1.00 X X 0 0 0 MICHAEL J ROWLEY TREASURER 1.00 0.00 X X 0 0 0 DAVID L GEORGE MD TRUSTEE 1.00 1.00 X 0 0 0 MICHAEL DUFF TRUSTEE 1.00 0.00 X 0 0 0 KAREN RIGHTMIRE TRUSTEE 1.00 0.00 X 0 0 0 PETER CONNORS TRUSTEE 1.00 0.00 X 0 0 0 JAMES SPENCER TRUSTEE 1.00 0.00 X 0 0 0 CARL SEIDEL TRUSTEE 1.00 0.00 X 0 0 0 KAREN MILLER TRUSTEE 1.00 0.00 X 0 0 0 KEVIN P DEACOSTA PRESIDENT/CEO 40.00 0.00 X X 335995 0 98705 CAMERON MARTIN VP DEVELOPMENT & MARKETING 40.00 0.00 X 208699 0 62826 KRISTEN SANTANGELO VP OF HEALTH SERVICES 40.00 0.00 X 170765 0 50104 LORENA LAZARCHICK VP HUMAN CAPITAL & FISCAL AFFAIRS 40.00 0.00 X 148471 0 43725 RICK MELCHER CFO 40.00 0.00 X 123370 0 37276 ANITA MARTIN PERSONAL CARE ADMIN 40.00 0.00 X 100407 0 29823 CHRISTINA SHAFOR HOSPICE ADMINISTRATOR 40.00 0.00 X 146079 0 16120 MICHAEL LANDIS CLINICAL LIAISON 40.00 0.00 X 113280 0 12501 1347066 0 351080 13 0 1 0 BENCHMARK CONSTRUCTION 4121 OREGON PIKE PO BOX 806 BROWNSTOWN PA 17508 CONSTRUCTION SERVICES 17392621 NOLT MATHIS LLC 313 WEST LIBERTY ST SUITE 323 LANCASTER PA 17603 CONSTRUCTION SERVICES 2540828 HEALTHPRO HERITAGE PO BOX 69268 BALTIMORE PA 21264 THERAPY SERVICES 815343 WEIDENHAMMER SYSTEMS CORP 935 BERKSHIRE BLVD WYOMISSING PA 19610 INFORMATION TECHNOLOGY SERVICES 537700 CULINESSE 250 WYANDOTTE ST BETHLEHEM PA 18015 DINING MANAGEMENT SERVICES 504708 20 18396 1752663 402081 2173140 RESIDENTIAL REVENUE 623000 26220779 26220779 SKILLED NURSING REVENUE 623000 7534633 7534633 PERSONAL CARE REVENUE 623000 5211751 5211751 38967163 2403943 2403943 12685237 11474474 1210763 1210763 1210763 0 18396 17974 -17974 -17974 25876 25802 74 74 TELECOMMUNICATIONS 623000 527318 527318 DINING REVENUE 623000 255109 255109 HOSPICE REVENUE 623000 238678 238678 148369 148369 1169474 45906583 38967163 0 4766280 X 46105 46105 950305 240203 644494 65608 9410156 7357628 2052528 295388 213903 81485 1879523 1227497 652026 732156 551942 176789 3425 115616 115616 95461 95461 7489749 5608439 1875839 5471 43248 43248 162439 43272 118832 335 4013072 3993408 19664 13410 204 13033 173 19420 11100 7982 338 5043396 5018683 24713 7729462 7691587 37875 441125 438963 2162 SUPPLIES 2508635 2389292 119343 EQUIPMENT RENTAL AND MA 506157 422554 83603 GROUNDS MAINTENANCE 251857 251857 FIRE AND SECURITY 238514 175391 63123 403824 304141 37791 61892 42389018 35986169 6265607 137242 2204570 1266363 27243 3046594 2749807 122491 88366 973369 1141788 243982562 98392522 140978734 145590040 71572817 84954225 7782563 14122301 1675892 768407 228357030 250708540 6742521 4309517 44888650 55344415 106563411 113624143 708538 709639 158903120 173987714 X 68989614 76026784 464296 694042 69453910 76720826 228357030 250708540 X 3517565 4255495 -506144 X 0 1 X 1 0 X 2832775 216432 314270 294533 2173140 5831150 29013706 33160075 34803747 34287275 38967163 170231966 1031136 1142123 1395148 1565655 1159459 6293521 32877617 34518630 36513165 36147463 42299762 182356637 0 0 0 182356637 1771998 820077 1485032 1855299 2403943 8336349 1771998 820077 1485032 1855299 2403943 8336349 10015 10015 34649615 35338707 37998197 38002762 44713720 190703001 0.95620 0.95510 0.04370 0.04490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14046029 82581 1308484 240242 62706 15134146 12501791 79546 1716617 153974 97951 14046029 11697742 42411 1095668 281709 52329 12501783 13829639 21757 -1895397 199712 58545 11697742 11376733 24070 2873085 388870 55379 13829639 1.00000 0 0 5000000 5000000 209890043 87519418 122370625 13387111 8594790 4792321 15705408 2278314 13427094 145590040 PRIVATE EQUITY AND TRUST FUNDS 14122301 F 14122301 GIFT ANNUITIES PAYABLE 127389 PROSPECTIVE RESIDENT DEPOSITS 582250 709639 X 49699710 4255495 -506144 3749351 45950359 -43776 -43776 45906583 42432794 43776 43776 42389018 0 42389018 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO PRESERVE, INCREASE, DISTRIBUTE AND UTILIZE THE ASSETS OF THE ENDOWMENT FUND FOR THE BENEFIT OF THE RESIDENTS AND COMMUNITY OF THE HIGHLANDS IN ACCORDANCE WITH THE DETERMINATIONS OF THE BOARD. TO DATE, THE FUND HAS BEEN UTILIZED TO PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS WHO THROUGH NO FAULT OF THEIR OWN DEMONSTRATE AN INABILITY TO PAY THE MONTHLY SERVICE FEE AND OTHER CHARGES RELATED TO THEIR RESIDENCY. PART X, LINE 2: THE HIGHLANDS HAS EVALUATED ITS TAX POSITONS FOR UNCERTAINTY AND HAS NO UNRECOGNIZED TAX MATTERS THAT ARE REQUIRED TO BE DISCLOSED. PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INTEREST RATE SWAP -506,144. PART XI, LINE 4B - OTHER ADJUSTMENTS: GIFT SHOP COST OF GOODS SOLD -25,802. FUNDRAISING EVENT EXPENSES -17,974. PART XII, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP COST OF GOODS SOLD 25,802. FUNDRAISING EVENT EXPENSES 17,974. 1 READING SYMPHONY ORCHESTRA 100 N 5TH STREET READING PA 19601 231741046 501C3 32500 0 GENERAL SUPPORT 1 0 PART I, LINE 2: THE HIGHLANDS AT WYOMISSING MAINTAINS RECORDS OF GRANTS/ASSISTANCE AWARDED TO ORGANIZATIONS. X X 0 0 0 0 0 0 0 0 0 KEVIN P DEACOSTA PRESIDENT/CEO 335995 0 0 0 0 0 6988 0 91717 0 434700 0 0 0 CAMERON MARTIN VP DEVELOPMENT & MARKETING 208699 0 0 0 0 0 4197 0 58629 0 271525 0 0 0 KRISTEN SANTANGELO VP OF HEALTH SERVICES 170765 0 0 0 0 0 4363 0 45741 0 220869 0 0 0 LORENA LAZARCHICK VP HUMAN CAPITAL & FISCAL AFFAIRS 148471 0 0 0 0 0 3804 0 39921 0 192196 0 0 0 CHRISTINA SHAFOR HOSPICE ADMINISTRATOR 146079 0 0 0 0 0 3200 0 12920 0 162199 0 0 0 RICK MELCHER CFO 123370 0 0 0 0 0 3238 0 34038 0 160646 0 0 0 A BERKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 237418629 08452RAD8 2017-09-29 26895713 FINANCE A PORTION OF INDEBTEDNESS 0 0 0 B BERKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 237418629 08452RAK2 2017-12-20 18709964 DESIGN & CONSTRUCTION OF FACILITIES ACQUISITION & INSTALLATION OF EQUIP 0 0 0 C NATIONAL FINANCE AUTHORITY 521304598 000000000 2022-12-21 45830000 CONSTRUCTION OF FACILITIES ACQUISITION, REFINANCING LOAN & COSTS 0 0 0 A 26895713 2307845 534610 12402844 11989259 2018 1 0 1 1 B 18709964 1604481 332935 17000000 2020 0 0 1 1 C 45830000 496234 6166072 6511121 32656573 1 0 0 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 1 B 0 0 0 1 0 0 0 0 1 C 0 0 0 1 0 0 0 0 1 A 1 B 1 C 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: BERKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/18/2025 ISSUER NAME: BERKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/18/2025 ISSUER NAME: NATIONAL FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 08/18/2025 DANIEL KIMBALL MD SEE PART V 102972 MONTHLY SERVICE FEES 0 KAREN RIGHTMIRE SEE PART V 98332 MONTHLY SERVICE FEES 0 KAREN MILLER SEE PART V 54000 MONTHLY SERVICE FEES 0 SCHEDULE L, PART IV: NAME OF INTERESTED PERSONS AND DESCRIPTION OF TRANSACTION:THE FOLLOWING BOARD MEMBERS PAY MONTHLY SERVICE FEES TO THE HIGHLANDS AS RESIDENTS:DANIEL KIMBALL, MDKAREN RIGHTMIREKAREN MILLERTHE BOARD MAINTAINS A CONFLICT OF INTEREST POLICY AND ALL TRANSACTIONS ARE CONDUCTED AT ARM'S LENGTH. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED PRIOR TO FILING BY THE CFO AND STAFF. THE FORM 990 IS REVIEWED BY BOTH THE FINANCE AND AUDIT COMMITTEE OF THE BOARD OF DIRECTORS AND THE FULL BOARD OF DIRECTORS. IT IS APPROVED BY THE FULL BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS, MEMBERS OF A COMMITTEE AND EXECUTIVE TEAM ARE REQUIRED TO SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. THERE ARE ALSO PERIODIC REVIEWS PERFORMED TO VERIFY ADHERENCE TO THE CONFLICT OF INTEREST POLICY. IF THE REVIEWER FINDS AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST IT SHALL TAKE APPROPRIATE CORRECTIVE AND/OR DISCIPLINARY ACTION. TRAINING PROVIDED ANNUALLY FOR ALL EMPLOYEES ON CORPORATE COMPLIANCE WHICH INCLUDES CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THERE IS AN EXECUTIVE COMPENSATION STUDY DONE BY AN INDEPENDENT THIRD PARTY. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION AND PERFORMANCE OF ALL KEY MEMBERS OF MANAGEMENT. THIS REVIEW PROCESS IS DOCUMENTED EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 2,199,869. MANAGEMENT AND GENERAL EXPENSES 1,761,817. FUNDRAISING EXPENSES 5,471. TOTAL EXPENSES 3,967,157. TEMPORARY RESOURCES: PROGRAM SERVICE EXPENSES 3,318,528. MANAGEMENT AND GENERAL EXPENSES 49,355. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,367,883. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 90,042. MANAGEMENT AND GENERAL EXPENSES 64,667. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 154,709. FORM 990, PART XI, LINE 9: CHANGE IN FMV INT RATE SWAP -506,144. ASPIRE FOR WELL-BEING 2000 CAMBRIDGE AVENUE WYOMISSING PA 19610 922161402 HEALTHCARE SERVICES PA 501(C)(3) LINE 12B, II 0 ASPIRE FOR WELL-BEING HEALTHCARE STAFFING 2000 CAMBRIDGE AVENUE WYOMISSING PA 19610 934503967 HEALTHCARE STAFFING PA 501(C)(3) LINE 7 ASPIRE FOR WELL-BEING 0 ASPIRE FOR WELL-BEING HOME CARE LLC 2000 CAMBRIDGE AVENUE WYOMISSING PA 19610 933021750 HOME CARE SERVICES PA 501(C)(3) LINE 7 ASPIRE FOR WELL-BEING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0