2023-06-26T06:52:01-05:00 2022-12-31 990 2022-01-01 113643210 Envisage Life (formerly Longwood at Home Inc) ENVI 4128266030 1215 Hulton Road Oakmont PA 15139 James Pieffer President 4128266005 2023-06-26 James Pieffer 999009999 0 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z James Pieffer 1215 Hulton Road Oakmont PA 15139 5925942 0 X N/A X 2002 PA Home-based licensed continuing care retirement program serving Western PA. 9 6 0 10 0 0 156112 0 4259113 4521865 1880897 518251 0 0 6296122 5040116 0 0 0 0 789479 711525 0 0 0 4694543 4940868 5484022 5652393 812100 -612277 16471673 12439476 16610981 14522078 -139308 -2082602 X Home-based licensed continuing care retirement program serving Western PA.Envisage Life(name changed from Longwood at Home) is licensed by the Pennsylvania Department of Insurance and offers a compelling alternative to long-term care insurance for healthy, active older adults who would prefer to receive in-home services as their care needs may increase over time. As Western Pennsylvania's first and only continuing care at-home membership program, Envisage Life was developed, and continues to be operated by Presbyterian SeniorCare. 0 0 4332212 4660915 Envisage is a long-term planning solution for adults age 60+ that allows them to anticipate their future care needs. Plan Members are able to receive supportive services and care in their own homes for as long as safely and medically practical. After a Member's eligibility is determined, having executed the program documents, the Member will be visited by a Personal Wellness & Care Coordinator. The Personal Wellness & Care Coordination Team will make regular visits at least annually to Members to identify any changes in health and functional status. When changes occur, arrangements will be made and, when covered by the Plan, will be provided at no cost to the Member according to the Plan options chosen at enrollment. Envisage in 2019 started to offer four additional membership plans titled; Silver Assurance 250, Silver Assurance 500, Assurance 250 and Assurance 500. These plans were implemented to offer more choice and lower price options. Assurance offers four choices with lower entrance fees and monthly fee due to the implementation of a lifetime cap of either $250,000 or $500,000. Further, the plan has a daily cap of $200 per day. In addition, Envisage now offers a "Signature" plan, which provides only care coordination services. Envisage was purposeful in the implementation of these plans with a goal to expand the target market to individuals that may have lower asset base or lower monthly income. In the fall of 2019, Presbyterian SeniorCare conducted a rebranding process and changed the name of the Property/Program from Longwood at Home, Inc. to Envisage Life. The corporation is now known as Envisage Life. Articles of Amendment were completed and filed December 16, 2019 and a copy of the Amended and Restated Articles of Incorporation of Envisage Life were updated and filed with the Department of Insurance, as well as submitted to the IRS with the 2019 990. Members were notified of the rebranded name on December 11, 2019. Presbyterian SeniorCare (PSC), was originally incorporated in the Commonwealth of Pennsylvania as a non-profit corporation in 1928. PSC is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended (the "Code"), and is not a private foundation within the meaning of Section 509 of the code. It was organized to provide facilities, services and programs for the comprehensive care of the older adult and to maintain such facilities in the interests of the residents. PSC presently owns and operates three Personal Care Homes: Westminster Place, Southminster Place, Woodside Place of Oakmont, and an Assisted Living community, Woodside Place of Washington that opened in March 2020. Beyond its ownership of Westminster Place, Southminster Place, Woodside Place of Oakmont and Woodside Place of Washington, PSC is the sole member of non-profit membership corporations or a member of joint ventures, which in turn own and operate other older adult housing, personal care and skilled nursing facilities located throughout Southwestern Pennsylvania. PSC is also the sole member of a non-stock corporation, SeniorCare Network, Inc., which manages certain additional supportive housing communities for seniors and persons with disabilities pursuant to management contracts with non-affiliated owners of the facilities.Presbyterian SeniorCare accepted Lutheran SeniorLife, a 501(c)(3)organization, as an additional member of the Provider in September 2019. Lutheran SeniorLife has a limited membership of ten percent (10%), Presbyterian SeniorCare will remain majority member of Envisage Life. The Articles of Incorporation were updated and provided to the Department of Insurance, and the IRS. Envisage members were notified of the Lutheran SeniorLife membership on Sept. 26, 2019 at the Quarterly Membership Meeting. Members were also notified in writing on Sept. 26, 2019 through a letter that was mailed to their home. The Board of Directors of Presbyterian SeniorCare elects the members of Envisage Life Board of Directors. There is no financial obligation from Presbyterian SeniorCare to Envisage Life. Currently, Envisage has 398 members that are enrolled in one of eight plans, providing a home-based licensed continuing care retirement program serving Western PA.Envisage Life is licensed by the Pennsylvania Department of Insurance and offers a compelling alternative to long-term care insurance for healthy, active older adults who would prefer to receive in-home services as their care needs may increase over time. As Western Pennsylvania's first and only continuing care at-home membership program, Envisage Life was developed, and continues to be operated by Presbyterian SeniorCare. Established on January 25, 1928 in the Commonwealth of Pennsylvania, Presbyterian SeniorCare is a not-for-profit, charitable organization which provides facilities, services and programs for enhancing the quality of life of older adults. Presbyterian Seniorcare gives back to its local communities including providing charitable care to seniors it serves that no longer have the means to pay, and has approximately 2000 team members who serve more than 6,500 older adults annually through 53 communities/service lines across 10 Western Pennsylvania counties, as well as through our at home programs of Envisage and Presbyterian SeniorCare Home Health. 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, the Presbyterian SeniorCare network provides approximately $3 million in benevolent care annually to residents in our personal care/assisted living communities show no longer have the means to pay, and $27 million in uncompensated care to residents in our nursing facilities who no longer have the means to pay. 4332212 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 5 0 1 0 0 0 0 0 0 0 0 0 0 0 X 9 6 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 1215 HULTON ROAD OAKMONT PA 15139 Debra Thompson Director 0.10 X 0 0 0 James B Pieffer Director, Chair and Presid 1.00 X X 0 378555 32702 Todd Boslau Director and Treasurer 1.00 X X 0 259908 30568 Linda DiSalle Director 0.10 X 0 134075 11977 Michael Gregory Director 0.10 X 0 0 0 Danielle Larsen Director 0.10 X 0 0 0 Jill P Gordon Director 0.10 X 0 0 0 David Fenoglietto Director 0.10 X 0 0 0 Bobbi Jo Haden Secretary 1.00 X X 0 219817 17632 0 992355 92879 0 0 1 0 Home Instead SeniorCare 661 Allegheny Avenue Oakmont PA 15139 Home Care Services 544164 Comfort Keepers PO Box 18697 Pittsburgh PA 15236 Home Care Services 508213 Care at Home Preferred 2585 Freeport Road Pittsburgh PA 15238 Home Care Services 414560 In-Home Quality Care 1 Williamsburg Place Warrendale PA 15086 Home Care Services 334625 The Willows of Presbyterian SeniorCare 1215 Hulton Road Oakmont PA 15219 Skilled Nursing 308218 5 Elderly care managemen 524114 4521865 4521865 4521865 379201 379201 1024876 885826 139050 139050 139050 5040116 4660915 0 379201 586774 297530 289244 15125 9093 6032 69601 69601 40025 24001 16024 399527 399527 2803 2803 11500 11500 236640 236640 169631 10964 158667 565 565 6481 1479 5002 11928 11928 16200 16200 Purchased healthcare se 3989145 3989145 Professional fees 51446 51446 Repairs and maintenance 45002 45002 5652393 4332212 1320181 0 238129 91370 181354 231000 9000 7200 167707 123443 56192 44264 15986998 12065642 16471673 12439476 745512 788344 14163409 13696833 1702060 36901 16610981 14522078 X -139308 -2082602 -139308 -2082602 16471673 12439476 X -612277 -2996176 1665159 X 0 1 X 1 0 X 250 156112 0 156362 3710168 3685693 3957426 4259113 4521865 20134265 3710168 3685693 3957676 4415225 4521865 20290627 0 0 0 20290627 378110 443581 448351 586799 379201 2236042 378110 443581 448351 586799 379201 2236042 4088278 4129274 4406027 5002024 4901066 22526669 0.90070 0.89920 0.09930 0.10080 X 147830 112632 35198 19877 10811 9066 44264 Future Service Obligation 36901 36901 X 3709099 -2996176 1665159 -1331017 5040116 0 5040116 5652393 0 5652393 0 5652393 Part X, Line 2: Envisage Life 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 in the current year. Part XI, Line 2d - Other Adjustments: Change in future service obligation 1665159. X X X 0 0 0 0 0 0 0 0 0 James B Pieffer Director, Chair and Presid 0 378555 0 0 0 0 0 12200 0 20502 0 411257 0 0 Todd Boslau Director and Treasurer 0 259908 0 0 0 0 0 10384 0 20184 0 290476 0 0 Bobbi Jo Haden Secretary 0 219817 0 0 0 0 0 8757 0 8875 0 237449 0 0 Form 990, Part VI, Section A, line 6 The organization is a non-stock Pennsylvania non-profit corporation. The name was changed on December 18, 2019 from Longwood at Home to Envisage Life. The articles of incorporation were amended and filed with the state of Pennsylvania. There are two members of the organization, Presbyterian Seniorcare(90%) and Lutheran Senior Life(10%), both tax exempt 501(c)(3) organizations. Form 990, Part VI, Section A, line 7a The organization has two members, one of which, Presbyterian SeniorCare, who is the 90% owner, elects the members of the board of directors. The two members, Presbyterian Seniorcare and Lutheran Senior Life, are both exempt 501(c)(3)organizations. 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 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 board of directors for any corrective action needed. To date we have had no unresolved conflict of interest problems. Form 990, Part VI, Section B, line 15 The 90% member of the organization, Presbyterian Seniorcare, has a management compensation policy and philosophy in place. The executive committee of the board is charged with conducting and monitoring this policy. They utilize compensation data from the national chapter of the Leading Age Association 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 eimployees 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 XI, line 9: Change in future service obligation 1665159. Presbyterian SeniorCare 1215 Hulton Road Oakmont PA 15139 250969422 Elderly Healthcare and Housing PA 501(c)(3) Line 11 0 Presbyterian Seniorcare Foundation 1215 Hulton Road Oakmont PA 15139 562289600 Supporting Organization PA 501(c)(3) Line 12b, II 0 Longwood at Oakmont Inc 500 Route 909 Route PA 15147 232605414 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 New Oaks Affordable Housing LLC 1215 Hulton Road Oakmont PA 15139 822621660 Limited partner in Low Income Housing Tax Credit property PA 501(c)(3) Line 11 0 Hope House Corporation 1215 Hulton Road Oakmont PA 15139 251597605 Elderly Personal Care PA 501(c)(3) Line 11 0 Allegheny Widows Home Association 1215 Hulton Road Oakmont PA 15139 251026837 Supporting Organization PA 501(c)(3) Line 11 0 Meadowlake Corporation 1215 Hulton Road Oakmont PA 15139 251636328 Housing for the Elderly 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 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 Associate 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 322567867 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 263428015 Low Income Housing Tax Credit property for the elderly 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 P 338849 Actual Presbyterian SeniorCare affiliates M 841000 Actual Lutheran SeniorLife P 60678 Actual