2024-11-01T14:13:09-05:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-01-01 231381404 PHI PHI 7175028840 ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 170198522 DYAN MCALISTER SENIOR VICE PRESIDENT/CFO/CSO 7175028840 2024-10-30 1 1 KERRI N BOGDA CPA P00760402 7177404863 2024-10-30 2023 2024-10-15 13:58:12Z PRESBYTERIAN SENIOR LIVING DAN DAVIS JR ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 170198522 23958725 0 3292 X WWW.PRESBYTERIANSENIORLIVING.ORG X 1997 PA GUIDED BY THE LIFE AND TEACHINGS OF JESUS, THE MISSION OF PRESBYTERIAN SENIOR LIVING IS TO PROVIDE COMPASSIONATE, VIBRANT AND SUPPORTIVE COMMUNITIES AND SERVICES TO PROMOTE WHOLENESS OF BODY, MIND AND SPIRIT. 12 12 154 12 31650 551 662257 267416 23069765 22186233 1306612 1443642 45508 38216 25084142 23935507 3300 1000 0 0 14816225 14048505 0 0 802609 9979823 12676654 24799348 26726159 284794 -2790652 79009111 78944823 85202354 88034724 -6193243 -9089901 X PROVIDE MANAGEMENT SUPPORT SERVICES FOR AFFILIATES, WHICH INCLUDE NURSING HOMES, ASSISTED LIVING FACILITIES, CONTINUING CARE RETIREMENT COMMUNITIES AND LOW INCOME HOUSING FACILITIES, ALLOWING THEM TO FOCUS ON QUALITY OF CARE FOR THE RESIDENTS. THESE MANAGEMENT SERVICES INCLUDE INTERCOMPANY LOANS AND FUNDRAISING EXPENSES FOR ITS SUBSIDIARIES. (51 SUBSIDIARIES) 0 0 5322221 1000 22154583 THE ORGANIZATION CONSIDERS ITS PRIMARY PROGRAM TO BE GENERAL AND ADMINISTRATIVE IN NATURE. PHI D.B.A. PRESBYTERIAN SENIOR LIVING PROVIDES MANAGEMENT SUPPORT SERVICES FOR NURSING HOMES, ASSISTED LIVING FACILITIES, CONTINUING CARE RETIREMENT COMMUNITIES, AND LOW INCOME HOUSING FACILITIES. THESE MANAGEMENT SERVICES INCLUDE FUNDRAISING FOR THE SUBSIDIARIES. 5322221 1 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 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 0 1 1 1 1 0 0 1 0 0 154 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 PA X DYAN MCALISTER SENIOR VICE PRESIDE 7175028840 ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 BRENDA ELLIOTT PSL BOARD MEMBER 1.00 4.00 X 0 0 0 JAMES BIRDSALL PSL & PIMS BOARD MEMBER 1.00 4.00 X 0 0 0 JENNIFER SHROPSHIRE PSL BOARD MEMBER 1.00 4.00 X 0 0 0 JOSEPH KINARD PSL VICE CHAIR & PIMS BOARD MEMBER 1.00 4.00 X X 0 0 0 JOSEPH SEIBERT PSL BOARD MEMBER 1.00 4.00 X 0 0 0 LAWRENCE CHOTTINER PSL BRD & LONG COMM. VICE CHAIR 1.00 4.00 X X 0 0 0 ROBYN STONE PSL BOARD MEMBER 1.00 4.00 X 0 0 0 SHARON KELLY PSL & PSL HSG MGMT BOARD MEMBER 1.00 4.00 X 0 0 0 STUART PAXTON PSL & PIMS BOARD MEMBER 1.00 4.00 X 0 0 0 SUSAN REIMANN PSL CHAIR 1.00 4.00 X X 0 0 0 TERRY GOLDSTEIN PSL BRD & PRES HOMES HUNT VICE CHAIR 1.00 4.00 X X 0 0 0 WILLIAM SCOTT PSL BOARD MEMBER 1.00 4.00 X 0 0 0 BEVERLY WICKLINE BOARD SEC'Y & EXEC ADMIN ASSISTANT 0.00 40.00 X 67562 0 7572 CYNTHIA HOFFMAN BRD ASST TREAS. & VP OF FINANCE 0.00 40.00 X 215518 0 17648 DAN DAVIS JR BOARD PRESIDENT & CEO 0.00 40.00 X 483455 0 22097 DYAN MCALISTER SENIOR VICE PRESIDENT/CFO/CSO 0.00 40.00 X 398630 0 21065 STEPHEN JULIANO BOARD ASST SECRETARY (TERM. 11/23) 0.00 40.00 X 103768 0 7200 BRUCE SHEARER VP OF TECHNOLOGY 0.00 40.00 X 211036 0 20925 CYNTHIA FOX SENIOR VP OF HUMAN RESOURCES 0.00 40.00 X 253668 0 8959 DANIEL KRIEGER CHIEF BUSINESS INTEGRATION AND COMPLIANCE OFFICER 0.00 40.00 X 258091 0 8888 DEB LARKIN VP OF COMPLIANCE & PRIVACY 0.00 40.00 X 172970 0 1538 JESSICA LELII VP OF HUMAN RESOURCES 0.00 40.00 X 169771 0 1418 JESSICA SHARER VP OF CLINICAL EXCELLENCE 0.00 40.00 X 192237 0 1613 KATE HERSHEY CHIEF OPERATING OFFICER 0.00 40.00 X 259605 0 18280 KRISTIN HAMBLETON VP OF SALES AND MARKETING 0.00 40.00 X 193050 0 8630 MALYNDA HIVNER VP OF DEVELOPMENT 0.00 40.00 X 187459 0 8620 ROBERT ETCHELLS SPECIAL PROJ. CONSULTANT(AS OF 9/23) 0.00 40.00 X 163639 0 1229 ROBERT JONES VP OF PLANT OPER. & ASSETS 0.00 40.00 X 181930 0 20662 ANTEGONE KOURPAS EXT CARE SERVICE SUPPORT MANAGER 0.00 40.00 X 136539 0 8180 DEBORAH A KENNEDY CORP. CLINICAL REIMB. MANAGER 0.00 40.00 X 138637 0 17186 MELISSA L WAGNER CONTROLLER 0.00 40.00 X 126856 0 8123 NICOLE M BOWSER FINANCE ATTORNEY 0.00 40.00 X 169454 0 17363 RAELENE R GERVINSKI CORP. DIRECTOR BENEFITS, PAY, HRIS 0.00 40.00 X 175746 0 7731 STEPHEN PROCTOR FORMER PRES. & CEO (TERM. 6/19) 0.00 0.00 X 180871 0 0 JAMES BERNARDO FORMER PRES. & CEO (TERM. 12/22) 0.00 0.00 X 316594 0 0 MARYANNE ADAMCZYK FORMER VP OF CORP REL. (TERM. 8/21) 0.00 0.00 X 253476 0 0 5010562 0 234927 36 1 1 0 0 267416 267416 MANAGEMENT FEE INCOME 561000 22154583 22154583 SERVICE AGREEMENT INCOME 541200 31650 31650 22186233 1401990 1401990 38214 0 38214 38214 38214 64870 23218 41652 41652 41652 VENDING MACHINE 900099 2 2 2 23935507 22154583 31650 1481858 1000 1000 3688734 887878 2800856 750942 180752 570190 7398536 2332322 4548890 517324 359007 89137 269870 1017337 60325 956295 717 833949 229822 564984 39143 1863357 1863357 298407 298407 1102147 285046 701533 115568 499948 150157 349791 916798 152390 762929 1479 3240664 34383 3206281 958444 4801 953643 353157 106069 206421 40667 33387 10027 21752 1608 567118 205298 361820 1431959 153363 1278596 110320 89200 21120 FEES, DUES, PERMITS 1048845 174338 842691 31816 RECRUITMENT 114732 114732 SPECIAL EVENTS 54986 1383 53603 EQUITY PAYMENTS 33700 33700 48685 26098 21903 684 26726159 5322221 20601329 802609 39140 1368 62866 39710 60914836 61859801 590288 487703 6591861 6020348 158681 571513 4697665 4742553 9985500 8876000 2560135 2366175 79009111 78944823 2509544 3402394 5000000 5000000 1940272 1621935 75752538 78010395 85202354 88034724 X -7584032 -10571224 1390789 1481323 -6193243 -9089901 79009111 78944823 X -2790652 44888 -150894 X 0 1 X 1 0 X 323699 255601 8955311 662257 267416 10464284 21091103 19016937 20904202 23047192 22154583 106214017 21414802 19272538 29859513 23709449 22421999 116678301 59708 17500 47143 93099 20805 238255 0 59708 17500 47143 93099 20805 238255 116440046 1201095 1203900 1344244 1404314 1440204 6593757 205 123 612 940 1201095 1203900 1344449 1404437 1440816 6594697 1837 85 8500 2 10424 22615897 20478275 31204047 25122386 23862817 123283422 0.94450 0.94690 0.05350 0.05130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: POSTAGE REVENUE - 2020 AMOUNT: $ 258. 2021 AMOUNT: $ 85. VENDING MACHINE - 2020 AMOUNT: $ 9. 2023 AMOUNT: $ 2. UNEMPLOYMENT CREDITS - 2020 AMOUNT: $ 1,570. DEPOSIT REFUND - 2022 AMOUNT: $ 8,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 189640 189640 6402221 6020348 381873 571513 INVESTMENT IN SUBSIDIARY 4742553 F 4742553 INVESTMENT IN BENCHMARK THERAPIES 8876000 F 8876000 ANNUITIES PAYABLE 325509 DUE TO AFFILIATES 75032593 OPERATING LEASES 2243078 SELF-INSURED WORKERS COMP CLAIM 250992 CAPITAL LEASES 158223 78010395 23823134 44888 -157261 -112373 23935507 0 23935507 26719792 0 26719792 6367 6367 26726159 PART XI, LINE 2D - OTHER ADJUSTMENTS: EQUITY FROM LIMITED TAX PARTNER -135,218. CHANGE IN VALUE OF ANNUITY -3,801. LOSS ON IMPAIRMENT OF ASSETS -11,875. REVENUE PER FINANCIALS REPORTED IN EXPENSE -6,367. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE PER FINANCIALS REPORTED IN EXPENSE 6,367. X X X 1 1 0 1 1 1 1 0 0 DAN DAVIS JR BOARD PRESIDENT & CEO 465489 0 0 0 17966 0 0 0 22097 0 505552 0 0 0 DYAN MCALISTER SENIOR VICE PRESIDENT/CFO/CSO 298633 0 64055 0 35942 0 0 0 21065 0 419695 0 0 0 JAMES BERNARDO FORMER PRES. & CEO (TERM. 12/22) 0 0 0 0 316594 0 0 0 0 0 316594 0 0 0 KATE HERSHEY CHIEF OPERATING OFFICER 237935 0 20000 0 1670 0 0 0 18280 0 277885 0 0 0 DANIEL KRIEGER CHIEF BUSINESS INTEGRATION AND COMPL 215682 0 40000 0 2409 0 0 0 8888 0 266979 0 0 0 CYNTHIA FOX SENIOR VP OF HUMAN RESOURCES 223748 0 0 0 29920 0 0 0 8959 0 262627 0 0 0 MARYANNE ADAMCZYK FORMER VP OF CORP REL. (TERM. 8/21) 0 0 0 0 253476 0 0 0 0 0 253476 0 0 0 CYNTHIA HOFFMAN BRD ASST TREAS. & VP OF FINANCE 192735 0 20000 0 2783 0 0 0 17648 0 233166 0 0 0 BRUCE SHEARER VP OF TECHNOLOGY 199088 0 10000 0 1948 0 0 0 20925 0 231961 0 0 0 ROBERT JONES VP OF PLANT OPER. & ASSETS 168187 0 10000 0 3743 0 0 0 20662 0 202592 0 0 0 KRISTIN HAMBLETON VP OF SALES AND MARKETING 187140 0 5000 0 910 0 0 0 8630 0 201680 0 0 0 MALYNDA HIVNER VP OF DEVELOPMENT 186459 0 1000 0 0 0 0 0 8620 0 196079 0 0 0 JESSICA SHARER VP OF CLINICAL EXCELLENCE 181286 0 10000 0 951 0 0 0 1613 0 193850 0 0 0 NICOLE M BOWSER FINANCE ATTORNEY 158944 0 10000 0 510 0 0 0 17363 0 186817 0 0 0 RAELENE R GERVINSKI CORP. DIRECTOR BENEFITS, PAY, HRIS 134881 0 40000 0 865 0 0 0 7731 0 183477 0 0 0 STEPHEN PROCTOR FORMER PRES. & CEO (TERM. 6/19) 0 0 0 0 180871 0 0 0 0 0 180871 0 0 0 DEB LARKIN VP OF COMPLIANCE & PRIVACY 172155 0 0 0 815 0 0 0 1538 0 174508 0 0 0 JESSICA LELII VP OF HUMAN RESOURCES 165433 0 4000 0 338 0 0 0 1418 0 171189 0 0 0 ROBERT ETCHELLS SPECIAL PROJ. CONSULTANT(AS OF 9/23) 161643 0 0 0 1996 0 0 0 1229 0 164868 0 0 0 DEBORAH A KENNEDY CORP. CLINICAL REIMB. MANAGER 133854 0 0 0 4783 0 0 0 17186 0 155823 0 0 0 PART I, LINE 3 EACH YEAR, SALARIES FOR EXECUTIVES ARE DETERMINED BASED ON COMPARATIVE DATA FOR LEADING AGE'S SPONSORED SALARY SURVEY CALLED CEMO LEADERSHIP COMPENSATION SURVEY. THESE SALARIES ARE THEN APPROVED BY THE BOARD OF DIRECTORS. FOR HIGHEST PAID EMPLOYEES, SALARIES ARE SET DURING THE YEARLY BUDGET PROCESS BY THE EXECUTIVE DIRECTORS OF EACH FACILITY IN CONJUNCTION WITH THE VP OF FINANCE AND CHIEF FINANCIAL OFFICER. THESE WAGES ARE ALSO COMPARED TO MARKET STUDIES AND ARE APPROVED IN TOTAL BY THE BOARD. PART I, LINES 4A-B STEPHEN PROCTOR, FORMER PRESIDENT & CEO, PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN AND RECEIVED $180,871 DURING THE YEAR AS SHOWN IN COLUMN (III). CYNTHIA FOX, SENIOR VP OF HUMAN RESOURCES, PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN AND RECEIVED $26,021 DURING THE YEAR AS SHOWN IN COLUMN (III). DAN DAVIS JR, BOARD PRESIDENT & CEO, PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN AND RECEIVED $11,875 DURING THE YEAR WHICH IS INCLUDED IN COLUMN (III). DYAN MCALISTER, BOARD TREASURER & SENIOR VICE PRESIDENT & CFO, PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN AND RECEIVED $34,125 DURING THE YEAR WHICH IS INCLUDED IN COLUMN (III). JAMES BERNARDO, FORMER BOARD PRESIDENT & CEO, PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN AND RECEIVED $316,594 DURING THE YEAR WHICH IS INCLUDED IN COLUMN (III). DANIEL KRIEGER, SR. VP OF RISK, COMP & BUS DEV., PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN AND RECEIVED $4,869 DURING THE YEAR WHICH IS INCLUDED IN COLUMN (III). MARYANNE ADAMCZYK, SPECIAL PROJECTS CONSULTANT, PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN AND RECEIVED $253,476 DURING THE YEAR WHICH IS INCLUDED IN COLUMN (III). STEPHEN JULIANO, BOARD ASST SEC. & DIR. SPEC. EVENTS & DES., RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $12,479 DURING THE YEAR. PART I, LINE 5 EXECUTIVE STAFF ARE GIVEN AN INCENTIVE PLAN BASED ON FINANCIAL GOALS AND GROWTH AND DEVELOPMENT GOALS, AS WELL AS QUALITY AND RESIDENT AND EMPLOYEE SATISFACTION GOALS. THESE GOALS NEED TO BE MET NOT ONLY AT THE CORPORATE LEVEL, BUT ALSO AS A PERCENTAGE OF THE RELATED ORGANIZATIONS. PRESBYTERIAN SENIOR LIVING MUST MEET OPERATING MARGIN TARGETS WHICH EXCEED PLAN IN TOTAL AT BOTH THE CORPORATE LEVEL AND AT A MAJORITY OF THE FACILITIES. PART I, LINE 6 EXECUTIVE STAFF ARE GIVEN AN INCENTIVE PLAN BASED ON FINANCIAL GOALS AND GROWTH AND DEVELOPMENT GOALS, AS WELL AS QUALITY AND RESIDENT AND EMPLOYEE SATISFACTION GOALS. THESE GOALS NEED TO BE MET NOT ONLY AT THE CORPORATE LEVEL, BUT ALSO AS A PERCENTAGE OF THE RELATED ORGANIZATIONS. PRESBYTERIAN SENIOR LIVING MUST MEET OPERATING MARGIN TARGETS WHICH EXCEED PLAN IN TOTAL AT BOTH THE CORPORATE LEVEL AND AT A MAJORITY OF THE FACILITIES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED IN DETAIL BY THE CHIEF FINANCIAL OFFICER AND OTHER TOP EXECUTIVES PRIOR TO THE RETURN'S SUBMISSION TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE THEN REVIEWS THE FORM 990 AND THE BOARD APPROVES VIA EMAIL PRIOR TO THE RETURN'S SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE OFFICERS, DIRECTORS AND KEY EMPLOYEES SIGN A CONFLICT OF INTEREST FORM. THE COMPLIANCE DEPARTMENT ANNUALLY REVIEWS THE CONFLICT OF INTEREST DISCLOSURES REMITTED FROM THE OFFICERS, DIRECTORS AND KEY EMPLOYEES AND UPDATES AND MONITORS ANY CHANGES THAT COULD CAUSE A POTENTIAL CONFLICT OF INTEREST. SHOULD A CONFLICT OF INTEREST ARISE, THE FOLLOWING PROCEDURES ARE FOLLOWED: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE PSL GOVERNANCE COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE PSL GOVERNANCE COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. TO AVOID THE APPEARANCE OF IMPROPRIETY AND TO PROVIDE FOR GREATER TRANSPARENCY, THE ORGANIZATION HAS ADOPTED A GENERAL PROHIBITION ON CONDUCTING BUSINESS WITH ANY ENTITY OR PERSON IN WHOM AN INTERESTED INDIVIDUAL HAS A FINANCIAL INTEREST, AND A GENERAL PROHIBITION ON AN INTERESTED INDIVIDUAL SOLICITING THE ORGANIZATION IF IT WOULD CREATE A POTENTIAL CONFLICT OF INTEREST. D. THE GENERAL PROHIBITION DESCRIBED IN (C) ABOVE SHALL NOT APPLY TO (I) ORDINARY COURSE TRANSACTIONS BETWEEN PSL AND AN INTERESTED INDIVIDUAL SUCH AS PAYMENTS FOR RESIDENT CARE OR CHARITABLE GIFTS: OR (II) INCIDENTAL TRANSACTIONS WHERE THE VALUE OF THE TRANSACTION IS LESS THAN $1,000 ANNUALLY. E. IN ADDITION, THE PSL GOVERNANCE COMMITTEE WILL, ON A CASE BY CASE BASIS, CONSIDER OTHER EXCEPTIONS TO THE GENERAL PROHIBITION DESCRIBED IN (C) ABOVE, BASED ON A "COMPELLING BENEFIT" TO THE ORGANIZATION, BUT ONLY IN THE FOLLOWING CIRCUMSTANCES: I. WHERE THE PSL GOVERNANCE COMMITTEE DETERMINES THERE ARE EXIGENT CIRCUMSTANCES; OR II. WHERE THERE IS A DETERMINATION BY THE PSL GOVERNANCE COMMITTEE THAT THERE IS NO REASONABLE ALTERNATIVE TO TRANSACTING BUSINESS WITH THE INTERESTED INDIVIDUAL, COUPLED WITH A DETERMINATION BY THE PSL GOVERNANCE COMMITTEE THAT THE TRANSACTION IS FAIR, REASONABLE AND IN THE BEST INTERESTS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 EVERY YEAR, SALARIES FOR EXECUTIVES ARE DETERMINED BASED ON COMPARATIVE DATA FROM LEADING AGE'S SPONSORED SALARY SURVEY CALLED CEMO LEADERSHIP COMPENSATION SURVEY. THESE SALARIES ARE THEN APPROVED BY THE BOARD OF DIRECTORS. FOR HIGHEST PAID EMPLOYEES, SALARIES ARE SET DURING THE YEARLY BUDGETING PROCESS BY THE EXECUTIVE DIRECTORS FOR EACH FACILITY IN CONJUNCTION WITH THE VP OF FINANCE AND CHIEF FINANCIAL OFFICER. THESE WAGES ARE ALSO COMPARED TO MARKET STUDIES AND ARE APPROVED, IN TOTAL, BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 PRESBYTERIAN SENIOR LIVING AND ALL OF ITS AFFILIATES ARE WORKING HARD TO PROMOTE TRANSPARENCY. THEREFORE, CURRENT MONTHLY/QUARTERLY FINANCIAL STATEMENTS ARE POSTED RIGHT ON THE PSL WEBSITE, ALONG WITH CENSUS AND YEAR END AUDIT. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY FROM LIMITED TAX PARTNER -135,218. CHANGE IN VALUE OF ANNUITY -3,801. LOSS ON EARLY RETIREMENT OF DEBT -11,875. 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