2026-06-25T12:17:03-05:00 2025-12-31 990 2025-01-01 232605414 Longwood at Oakmont Inc LONG 4128266030 500 Route 909 Verona PA 15147 James Pieffer President 4128266005 2026-06-25 2025 2025-03-06 01:10:19Z James Pieffer 500 Route 909 Verona PA 15147 42332527 0 X N/A X 1990 PA Longwood at Oakmont is a continuing care retirement community recognized by the Pennsylvania Department of Insurance to provide residential living accommodations and services to individuals 62 years or older. Longwood is located on a beautiful 60-acre site, and consists of 341 residential homes ranging from studio apartments to three-bedroom Country Homes. Longwood offers casual sophisticated living with quality amenities and an accredited LifeCare model that provides priority access for future healthcare services if needed, including personal care, skilled nursing, dementia care, and rehabilitation. Longwood at Oakmont was developed, and is operated, by Presbyterian SeniorCare a not-for-profit, charitable organization. In the curren year, and across its regional network, it provided a combined total of $21 million in benevolent (charitable) and uncompensated care. 11 8 0 50 0 0 1015151 256281 32276663 33604936 1580886 1287885 0 0 34872700 35149102 0 0 0 0 9793272 9905713 0 0 0 24594966 26173109 34388238 36078822 484462 -929720 99424023 99882603 143095230 142481222 -43671207 -42598619 X Continuing care retirement community providing a full range of quality amenities & support including an accredited LifeCare model that provides priority access to future healthcare services. 0 0 29412053 33259030 Longwood at Oakmont serves over 390 older adults on a continuing basis. Since 2017, Longwood at Oakmont has partnered Masterpiece Living, a multi-specialty group that currently partners with more than 80 organizations nationwide in order to maximize the potential of older adults. Through the partnership, Longwood accesses research and tools that provide opportunities for each of its residents, and the community as a whole, to measure progress against four key dimensions of successful living - spiritual, intellectual, physical and social. In 2019, Longwood received certification designation from Masterpiece Living as a Center for Successful Aging (CSA). CSAs fulfill the need for high quality successful aging service providers, and are regional destinations that implement innovative practices, both within their organization and for the greater community. These destinations empower residents and team members to maximize their potential by applying the latest research on successful aging and demonstrating measured results. Launched by Masterpiece Living, CSA designation distinguishes the best successful aging organizations in the country. Currently, there are only 23 locations nationwide.At Longwood, better choices for a better life include a variety of financial and monthly agreements. With a LifeCare package, residents make an upfront investment, which offers refundability options to their estate, and includes unlimited use of healthcare services if needed. Another affordable option is the month-to-month rentals available on a limited number of residences on a first-come, first-serve basis that includes access to community amenities without having to make the long-term commitment and significant upfront investment. Another option, SelectCare, offers a lower upfront investment and provides access to health care services when and where available at prevailing market rates. In 2017, Longwood implemented a Care Management model that provides a personal care manager to every resident in independent living. Care Management Services support successful living at Longwood by helping independent living residents maintain their highest level of functioning. One way we distinguish ourselves is by pursuing CARF Accreditation. CARF is an international, not-for-profit organization that promotes quality, value, and optimal outcomes by conducting surveys to assure that quality standards are being met. Participation in CARF accreditation is voluntary and requires a commitment of time and resources.In 2016, as part of Presbyterian SeniorCare Network, Longwood at Oakmont attained accreditation under CARF's Network standards. Introduced in 2016, the "Network" standards were implemented by CARF in order to "support networks' development toward continuity of services among multiple providers and to support quality when a legal entity does not own all participating providers within its network." Longwood at Oakmont achieved CARF accreditation in four additional program areas: Continuing Care Retirement Community, Person-Centered Long-Term Care Community, Dementia Care Specialty, and Assisted Living. A Person-Centered Long-Term Care Community, according to CARF, "is a place where persons served want to live, people want to work, and both choose to stay." CARF defines a Dementia Care Specialty Program as one that delivers services focused on the unique and changing physical, cognitive, communication, emotional, psychosocial, behavioral, occupational, medical, palliative, educational, environmental, and leisure/recreational needs of persons with dementia. Under CARF, the Assisted Living accreditation also encompasses personal care communities and is defined as "a residential program that provides meals, housing, and a range of hospitality and personal care services for adults of all ages in a supportive and safe home-like setting."Presbyterian SeniorCare has been instrumental in developing, and is the sole member of, numerous not-for-profit membership corporations that provide older adults with living and service options including: a regional system of housing for low income seniors and persons with disabilities, personal care, Alzheimer's and dementia care, long-term and rehabilitation healthcare, home health, and community services for older adults. Additionally, in collaboration with Jewish Association on Aging and UPMC, we are a sponsor of Community LIFE, a non-profit program that provides comprehensive health and social services to approximately 600 frail, elderly adults so that they can continue to live in their homes. Presbyterian SeniorCare strives to participate with the provider networks of all of the major insurers and health systems in the markets we serve.The Internal Revenue Service has determined that Presbyterian SeniorCare is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. However, as a responsible corporate citizen, Presbyterian SeniorCare gives back to its local communities through promotion of health and wellness efforts, education and training programs, financial and in-kind donations, and special projects. Guided by its faith-based not-for-profit mission, Presbyterian SeniorCare provides approximately $3.2 million in benevolent care annually to residents in our personal care communities who no longer have the means to pay. In 2025 across its regional network, it provided a combined total of $29.8 million in benevolent (charitable) and uncompensated care. This included $338,000 of benevolent care provided to Longwood at Oakmont residents in 2025. Benevolent care is supported by the Longwood Life Care Fund, which provides assistance to Longwood LifeCare residents who have outlived their resources and no longer have the ability to meet the monthly maintenance fees. Presbyterian SeniorCare is recognized as a Dementia Care Center of Excellence and is partnering in the training of hospital emergency department staff and first responders. At its Longwood at Oakmont campus, the Hanna HealthCare Center offers skilled nursing and rehabilitation services as well as specialized dementia care. Recognizing the pervasiveness of cognitive impairment among older adults, all employees since 2015, including even those who were not direct caregivers, receive training through the National Alzheimer's Association. Additionally, direct care givers complete an immersion experience that is over and above the training provided to all employees. Presbyterian SeniorCare developed Dementia360, which began a phased rollout in 2019 and extends dementia care management into the home setting to support family caregivers who are caring for persons with Alzheimer's disease and related dementias. The program aims to prevent unnecessary hospitalizations and delay nursing home placement while enhancing the quality of life for both the person living with the disease and the caregiver. In keeping with our person-centered care philosophy, our 5 skilled nursing communities have been transformed from the traditional institutional setting and medical model of yesteryear to home-like environments that deliver personalized care with an emphasis on enhancing quality of life. More than 50% of persons served annually are covered by Medical Assistance. Presbyterian SeniorCare Network has approximately 2,200 team members who serve 6,500 older adults annually across 9 counties and 55 communities / service lines as well as through our at-home programs of Envisage and Presbyterian SeniorCare Home Health.Beginning in 2013, a deliberate multi-year, multi-phase education and awareness effort was launched to foster diversity, equity and inclusion to prepare our Network to serve an increasingly diverse aging population and to appropriately engage and support an increasingly diverse workforce. Utilizing a local foundation grant, Presbyterian SeniorCare developed a career pathways program in collaboration with middle and high schools to create awareness of healthcare careers in senior services and long-term care. In 2018, programs were piloted at the Oakmont and Washington campuses including a summer volunteer program for teens 13 to 16 and a curriculum-based initiative in partnership with three high schools in the Pittsburgh Public Schools and, in Washington County, Trinity High School and Western Area Career and Technology Center. 29412053 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 40 0 1 0 0 0 0 0 0 0 0 0 0 0 X 11 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X Todd Boslau 4128266030 500 Route 909 Verona PA 15147 Steve Ek Director 1.00 X 0 0 0 Douglass E Harrison Director 1.00 X 0 0 0 James B Pieffer Director, Chair and Presid 5.00 X X 0 484822 29033 Barbara M Sullivan Director 1.00 X 0 0 0 Donald Stoner Director (Resident Represe 1.00 X 0 0 0 Susan McIntosh Director (Resident Represe 1.00 X 0 0 0 Rosanne C Saunders Director and Vice Chair 1.00 X 0 0 0 John Donovan Director 1.00 X 0 0 0 Todd R Boslau Director and Treasurer 10.00 X X 0 304154 29033 Bobbi Jo Haden Director and Secretary 10.00 X X 0 255693 20700 Ann Truxell Director 1.00 X 0 0 0 Kevin Henderson Executive Director 40.00 X 0 163332 15496 0 1208001 94262 0 0 1 0 Alliance Rehab HVA (Symbria) 28100 Torch Parkway Suite 600 Warrenville IL 60555 Therapy 711355 A Remarkable Kitchen Store 1055 Pittsburgh Street Springdale PA 15144 Construction services 233076 Health Carousel 400 Smith Road Suite 410 Cincinnati OH 45209 Nursing Agency 146965 Sentry Mechanical 1724 Leechburg Road Penn Hills PA 15235 Maintenance 121424 4 256281 256281 Net resident service revenue 623000 33604936 33604936 33604936 1633791 1633791 6837519 7183425 -345906 -345906 -345906 35149102 33259030 0 1633791 X 8006873 7494955 511918 84158 68937 15221 1217043 951169 265874 597639 558803 38836 3250000 3250000 24493 24493 62745 62745 6372172 6237116 135056 424244 424244 2305988 2305988 2654609 2654609 5510246 5510246 728184 728184 Dietary Supplies 2018436 2015915 2521 Repairs & Maintenance 1006292 1002447 3845 Payment in Lieu of Taxe 1005415 1005415 Supplies 704333 505916 198417 105952 105952 36078822 29412053 6666769 0 301534 416007 9401537 8878927 498378 361958 151541 120359 167342481 104821748 64242962 62520733 23579655 26477117 1248416 1107502 99424023 99882603 4495789 4469586 28015423 28291794 52629655 52106014 57954363 57613828 143095230 142481222 X -45308513 -44414624 1637306 1816005 -43671207 -42598619 99424023 99882603 X -929720 1806088 196220 X 0 1 X 1 0 X 2564939 151078 18210 740513 256281 3731021 28399718 29278550 32886995 32276663 33604936 156446862 30964657 29429628 32905205 33017176 33861217 160177883 0 0 0 160177883 1243251 771399 825807 1478865 1633791 5953113 1243251 771399 825807 1478865 1633791 5953113 32207908 30201027 33731012 34496041 35495008 166130996 0.96420 0.96940 0.03580 0.03060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3579681 3579681 153357382 97107402 56249980 8788688 7714346 1074342 1616730 1616730 62520733 Resident's and Entrance Fee Deposits 738027 Refundable Entrance Fees 56875801 57613828 X Part X, Line 2: Longwood at Oakmont accounts for uncertainty in income taxes by using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined there were no tax uncertainties that met the recognition threshold. X X X 0 0 0 0 0 0 0 0 0 James B Pieffer Director, Chair and Presid 0 428822 0 56000 0 0 0 13800 0 15233 0 513855 0 0 Todd R Boslau Director and Treasurer 0 284154 0 20000 0 0 0 13800 0 15233 0 333187 0 0 Bobbi Jo Haden Director and Secretary 0 233193 0 22500 0 0 0 10173 0 10527 0 276393 0 0 Kevin Henderson Executive Director 0 153332 0 10000 0 0 0 6518 0 8978 0 178828 0 0 A Series 2021 Revenue Bonds 2021-05-01 55250000 Refinance 2011 Bonds 0 0 0 A 55250000 3441750 1963133 2021 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 Form 990, Part VI, Section A, line 6 The organization is a non-stock Pennsylvania non-profit corporation. The sole member of the organization is Presbyterian Seniorcare, a tax exempt 501(c)(3) organization, Fed ID no 25-0969422. Form 990, Part VI, Section A, line 7a The organization has one member who elects the members of the board of directors. The member, Presbyterian Seniorcare, is an exempt 501(c)(3)organization. Form 990, Part VI, Section B, line 11b A copy of the Form 990 was provided directly or emailed to each director of the board prior to filing of the Form 990. No review was or will be conducted. Form 990, Part VI, Section B, line 12c The organization has a written conflict of interest policy. All officers, directors and key employees are required to complete a conflict of interest questionnaire annually. The questionnaires are then reviewed by the governance committee of the sole member, Presbyterian Seniorcare, which then communicates any findings to Longwood at Oakmont board for any corrective action needed. Form 990, Part VI, Section B, line 15 The sole member of the organization, Presbyterian Seniorcare, has a management compensation policy and philosophy in place. The executive committee's sub-comittee on officers compensation is charged with conducting and monitoring this policy. They utilize compensation data from the CliftonLarsonAllen Consulting Group via the national chapter of the Leading Age Associations - Chief Executives of Multi-Facility Organizations annual leadership compensation survey. This survey includes data from the country's largest non-profit long-term care systems. We benchmark our salaries with peer groups our size within the study, utilizing the 50th percentile as our target goal. All compensation for the CEO, officers and other key employees is approved by the board of directors after review of all information. All other employees are benchmarked against state and local association data. No independent board members are compensated in any way. 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. We will make copies of requested documents at IRS approved rates per page, or the requestor may come to the offices to review the documents. Form 990, Part IX, line 11g Other: Program service expenses 706,943. Management and general expenses 135,056. Fundraising expenses 0. Total expenses 841,999. Rehabilitation Services: Program service expenses 716,947. Management and general expenses 0. Fundraising expenses 0. Total expenses 716,947. Nursing Agency: Program service expenses 1,110,310. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,110,310. Dining purchased services: Program service expenses 3,702,916. Management and general expenses 0. Fundraising expenses 0. Total expenses 3,702,916. Form 990, Part XI, line 9: Change in restricted net assets 178,699. Loss on disposal of property and equipment -270,679. Net Assets released from restrictions Net Assets Transfers 288,200. Presbyterian SeniorCare 1215 Hulton Road Oakmont PA 15139 250969422 Elderly Healthcare and Housing PA 501(c)(3) Line 11 N/A 0 Presbyterian Seniorcare Foundation 1215 Hulton Road Oakmont PA 15139 562289600 Supporting Organization PA 501(c)(3) Line 12b, II 0 Envisage Life 1215 Hulton Road Oakmont PA 15139 113643210 Continuing Care Retirement Community PA 501(c)(3) Line 11 0 Presbyterian Medical Center of Oakmont Pa Inc 1215 Hulton Road Oakmont PA 15139 251469798 Nursing Home PA 501(c)(3) Line 11 0 Presbyterian Medical Center of Washington Pa Inc 1215 Hulton Road Oakmont PA 15139 251413291 Nursing Home PA 501(c)(3) Line 11 0 Butler Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251423015 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Saxonburg Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251589215 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Plum Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251471814 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Center Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251620513 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Plum Presbyterian Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251711435 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Baden Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311587613 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Slippery Rock Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251772839 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Castle Shannon Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311587456 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Mckeesport Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311488599 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Franklin Twp Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251550102 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Encore Living Group Inc 1215 Hulton Road Oakmont PA 15139 251495780 Elderly Housing PA 501(c)(3) Line 11 0 McDonald Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251649199 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Bellmead Housing Corporation 1215 Hulton Road Oakmont PA 15139 251380305 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 East Liberty Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251705970 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Manchester Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251662399 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Community Partnerships for Housing Services Inc 1215 Hulton Road Oakmont PA 15139 311521653 Low Income Elderly Tax Credit Financed Housing PA 501(c)(3) Line 11 0 Parker Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251705428 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 SeniorCare at Home 1215 Hulton Road oakmont PA 15139 273673530 Elderly Home Care PA 501(c)(3) Line 11 0 Shenango Presbyterian SeniorCare 238 South Market Street New Wilmington PA 16142 251189696 continuing Care Retirement Community PA 501(c)(3) Line 11 0 Presbyterian Homes of Lake Erie 1225 School Road Erie PA 16505 250979369 continuing Care Retirement Community PA 501(c)(3) Line 11 0 Unlimited Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251703571 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Unlimited Housing for the Elderly 1215 Hulton Road Oakmont PA 15139 222846078 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 New Oaks Affordable Housing LLC 1215 Hulton Road Oakmont PA 15139 822621660 Limited partner in Low Income Housing Tax Credit property PA 0 Presbyterian SeniorCare Portfolio LP 1215 Hulton Road Oakmont PA 15139 834608196 Low Income Housing Tax Credit property for the elderly PA 0 0 Fairmont Apartments Limited Partnership 1215 Hulton Road Oakmont PA 15139 270086517 Low Income Housing Tax Credit property for the elderly PA 0 0 North Aiken Senior Housing LP 1215 Hulton Road Oakmont PA 15139 800036090 Low Income Housing Tax Credit property for the elderly PA 0 0 East End Senior Housing LP 1215 Hulton Road Oakmont PA 15139 251862164 Low Income Housing Tax Credit property for the elderly PA 0 0 Oaks Supportive Housing Associates 1215 Hulton Road Oakmont PA 15139 251873845 Low Income Housing Tax Credit property for the elderly PA 0 0 East End Senior Housing LLC 1215 Hulton Road Oakmont PA 15139 200029452 General partner of Low Income Housing Tax Credit property PA 0 0 Ross Presbyterian Senior Housing LP 1215 Hulton Road Oakmont PA 15139 322467867 Low Income Housing Tax Credit property for the elderly PA 0 0 Ross Presbyterian GP LLC 1215 Hulton Road Oakmont PA 15139 491976623 General partner of Low Income Housing Tax Credit property PA 0 0 4003 Penn Avenue LLC 1215 Hulton Road Oakmont PA 15139 208529161 General partner of Low Income Housing Tax Credit property PA 0 0 York Lambeth LP 1215 Hulton Road Oakmont PA 15139 322467867 Low Income Housing Tax Credit property for the elderly PA 0 0 Oakland Pride Housing LLC 1215 Hulton Road Oakmont PA 15139 871821309 Low Income Housing Tax Credit property for the elderly PA 0 0 Oakland Pride Housing Manager LLC 1215 Hulton Road Oakmont PA 15139 933643951 General partner of Low Income Housing Tax Credit property PA 0 0 SeniorCare Network Inc 1215 Hulton Road Oakmont PA 15139 251459478 Affordable housing management company PA 0 Fairmont Apartments Inc 1215 Hulton Road Oakmont PA 15139 270029452 General partner of Low Income Housing Tax Credit property PA 0 California Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251873682 General partner of Low Income Housing Tax Credit property PA 0 North Aiken Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 800036214 General partner of Low Income Housing Tax Credit property PA 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 Presbyterian SeniorCare (management fees) M 3250000 Actual Presbyterian SeniorCare (Due to related parties) P 594708 Actual Presbyterian SeniorCare Foundation (Contributions Held) P 1702209 Actual