2023-11-14T10:00:44-06:00 2022-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-01-01 231381404 PHI PHI 7175028840 ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 170198522 DYAN MCALISTER SENIOR VICE-PRESIDENT/CFO 7175028840 2023-11-07 1 DYAN MCALISTER XXX-XX-XXXX 0 X KERRI N BOGDA CPA P00760402 7177404863 2023-11-06 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PRESBYTERIAN SENIOR LIVING DAN DAVIS JR ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 170198522 25253738 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. 13 12 151 13 22573 123 8955311 662257 20940660 23069765 -4653848 1306612 37093 45508 25279216 25084142 1100 3300 0 0 14676982 14816225 0 0 929675 7750979 9979823 22429061 24799348 2850155 284794 80163418 79009111 86678998 85202354 -6515580 -6193243 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. (50 SUBSIDIARIES) 0 0 9328450 3300 23047192 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. 9328450 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 1 0 0 0 0 1 1 1 1 0 0 1 0 0 151 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 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 ALF HALVORSON PSL BOARD MEMBER 1.00 4.00 X 0 0 0 ANNE DRENNAN PSL CHAIR & PIMS VICE CHAIR, PSL HSG MGMT BRD 1.00 4.00 X X 0 0 0 JENNIFER SHROPSHIRE PSL BRD & CATHEDRAL VILL. BOARD CHAIR 1.00 4.00 X X 0 0 0 JOSEPH KINARD PSL & PIMS BOARD MEMBER 1.00 4.00 X 0 0 0 ROBYN STONE PSL BOARD MEMBER 1.00 4.00 X 0 0 0 SHARON KELLY PSL CHAIR & PSL HSG MGMT BRD 1.00 4.00 X X 0 0 0 STUART PAXTON PSL & PIMS BOARD MEMBER 1.00 4.00 X 0 0 0 SUSAN REIMANN PSL VICE 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 THOMAS BEAVER III PSL BOARD MEMBER 1.00 4.00 X 0 0 0 TRACEY GLENN PSL BOARD MEMBER 1.00 4.00 X 0 0 0 BRENDA ELLIOTT PSL & PSL HSG MGMT BOARD MEMBER 1.00 4.00 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 61062 0 6715 DAN DAVIS JR SVP/COO(TIL 10/22)/CEO(AS OF 11/22) 0.00 40.00 X 478399 0 19862 DYAN MCALISTER BOARD TREASURER & SENIOR VP/CFO 0.00 40.00 X 287133 0 19208 JAMES BERNARDO BOARD PRESIDENT & CEO (TIL 11/22) 0.00 40.00 X 553192 0 16971 CYNTHIA HOFFMAN BRD ASST TREAS. & VP OF FINANCE 0.00 40.00 X 197576 0 15726 STEPHEN JULIANO BOARD ASST SEC. & DIR. SPEC. EVENTS & DES. 0.00 40.00 X 107995 0 7053 CYNTHIA FOX SENIOR VP OF HUMAN RESOURCES 0.00 40.00 X 214444 0 7986 KATHERINE ANDREACCI VP LIFE PLAN SERVICES 0.00 40.00 X 217973 0 3274 ROBERT JONES VP OF PLANT OPER. & ASSETS 0.00 40.00 X 171819 0 18419 MALYNDA HIVNER VP OF DEVELOPMENT 0.00 40.00 X 179719 0 7771 ROBERT ETCHELLS REGIONAL VP OF OPERATIONS 0.00 40.00 X 200329 0 1701 DANIEL KRIEGER SR. VP OF RISK, COMP & BUS DEV 0.00 40.00 X 193247 0 7883 KRISTIN HAMBLETON VP OF SALES AND MARKETING 0.00 40.00 X 181461 0 11381 BRUCE SHEARER VP OF TECHNOLOGY 0.00 40.00 X 183863 0 18537 ANDREA CANTYMAGLI EXECUTIVE DIRECTOR 0.00 40.00 X 179872 0 7737 JESSICA L FOLCKEMER EXECUTIVE DIRECTOR 0.00 40.00 X 163690 0 12262 STEPHEN PROCTOR FORMER PRES. & CEO (TERM. 6/19) 0.00 0.00 X 201655 0 0 3773429 0 182486 48 1 1 0 0 16500 645757 662257 MANAGEMENT FEE INCOME 561000 23047192 23047192 SERVICE AGREEMENT INCOME 541200 22573 22573 23069765 1367306 1367306 37008 0 37008 37008 37008 108902 169596 -60694 -60694 -60694 DEPOSIT REFUND 900099 8500 8500 8500 25084142 23047192 22573 1352120 3300 3300 2794328 1100686 1609812 83830 201655 79432 116173 6050 9556565 3875459 5400718 280388 286544 120658 157355 8531 1133986 472480 627341 34165 843147 345170 445469 52508 403498 403498 285245 285245 1677533 602005 958826 116702 953405 906176 47229 28578 28578 3112459 982477 2034464 95518 897123 47325 810552 39246 332994 140816 159236 32942 39523 26872 10195 2456 368785 133501 221418 13866 1445320 154794 1229823 60703 109734 36278 69604 3852 FEES, DUES, PERMITS 184203 184203 SPECIAL EVENTS 54570 2881 51689 CENSUS RECOGNITION 31034 31034 INHOUSE CATERING 20151 20151 35668 34174 1494 24799348 9328450 14541223 929675 1368 39140 2822062 62866 57386855 60914836 274352 590288 5881989 5723308 256764 158681 4594157 4697665 11095000 9985500 3732860 2560135 80163418 79009111 2160243 2509544 5000000 5000000 5840314 1940272 73678441 75752538 86678998 85202354 X -7585177 -7584032 1069597 1390789 -6515580 -6193243 80163418 79009111 X 284794 103508 -65965 X 0 1 X 1 0 X 473150 323699 255601 8955311 662257 10670018 19855078 21091103 19016937 20904202 23047192 103914512 20328228 21414802 19272538 29859513 23709449 114584530 59708 17500 47143 93099 217450 0 59708 17500 47143 93099 217450 114367080 1038000 1201095 1203900 1344244 1404314 6191553 205 123 328 1038000 1201095 1203900 1344449 1404437 6191881 1837 85 8500 10422 21366228 22615897 20478275 31204047 25122386 120786833 0.94690 0.95010 0.05130 0.04850 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: POSTAGE REVENUE - 2020 AMOUNT: $ 258. 2021 AMOUNT: $ 85. VENDING MACHINE - 2020 AMOUNT: $ 9. UNEMPLOYMENT CREDITS - 2020 AMOUNT: $ 1,570. DEPOSIT REFUND - 2022 AMOUNT: $ 8,500. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 189640 189640 6351371 5723308 628063 -659022 -659022 158681 INVESTMENT IN SUBSIDIARY 4697665 F 4697665 INVESTMENT IN BENCHMARK THERAPIES 9985500 F 9985500 ANNUITIES PAYABLE 354316 DUE TO AFFILIATES 72593467 OPERATING LEASES 2560135 SELF-INSURED WORKERS COMP CLAIM 244620 75752538 25121685 103508 -65965 37543 25084142 0 25084142 24799348 0 24799348 0 24799348 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSET TRANSFER 725,000. EQUITY FROM LIMITED TAX PARTNER 54,579. CHANGE IN VALUE OF ANNUITY -8,941. LOSS ON IMPAIRMENT OF ASSETS -836,603. X X X 1 1 0 1 1 1 1 0 0 JAMES BERNARDO BOARD PRESIDENT & CEO (TIL 11/22) 543667 0 0 0 9525 0 0 0 16971 0 570163 0 0 0 DAN DAVIS JR SVP/COO(TIL 10/22)/CEO(AS OF 11/22) 363601 0 0 0 114798 0 0 0 19862 0 498261 0 0 0 DYAN MCALISTER BOARD TREASURER & SENIOR VP/CFO 259739 0 19409 0 7985 0 0 0 19208 0 306341 0 0 0 CYNTHIA FOX SENIOR VP OF HUMAN RESOURCES 204013 0 0 0 10431 0 0 0 7986 0 222430 0 0 0 KATHERINE ANDREACCI VP LIFE PLAN SERVICES 216831 0 0 0 1142 0 0 0 3274 0 221247 0 0 0 CYNTHIA HOFFMAN BRD ASST TREAS. & VP OF FINANCE 185845 0 10000 0 1731 0 0 0 15726 0 213302 0 0 0 BRUCE SHEARER VP OF TECHNOLOGY 182002 0 0 0 1861 0 0 0 18537 0 202400 0 0 0 ROBERT ETCHELLS REGIONAL VP OF OPERATIONS 198538 0 0 0 1791 0 0 0 1701 0 202030 0 0 0 STEPHEN PROCTOR FORMER PRES. & CEO (TERM. 6/19) 0 0 0 0 201655 0 0 0 0 0 201655 0 0 0 DANIEL KRIEGER SR. VP OF RISK, COMP & BUS DEV 192301 0 0 0 946 0 0 0 7883 0 201130 0 0 0 KRISTIN HAMBLETON VP OF SALES AND MARKETING 180366 0 0 0 1095 0 0 0 11381 0 192842 0 0 0 ROBERT JONES VP OF PLANT OPER. & ASSETS 168078 0 0 0 3741 0 0 0 18419 0 190238 0 0 0 ANDREA CANTYMAGLI EXECUTIVE DIRECTOR 177412 0 0 0 2460 0 0 0 7737 0 187609 0 0 0 MALYNDA HIVNER VP OF DEVELOPMENT 179719 0 0 0 0 0 0 0 7771 0 187490 0 0 0 JESSICA L FOLCKEMER EXECUTIVE DIRECTOR 158432 0 5000 0 258 0 0 0 12262 0 175952 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 $201,655 DURING THE YEAR AS SHOWN IN COLUMN (III). CYNTHIA FOX, SENIOR VP OF HUMAN RESOURCES, PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN AND RECEIVED $4,660 DURING THE YEAR AS SHOWN IN COLUMN (III). DAN DAVIS JR, BOARD PRESIDENT & CEO, PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN AND RECEIVED $108,375 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 $6,500 DURING THE YEAR WHICH IS INCLUDED IN COLUMN (III). PART I, LINE 5 EXECUTIVE STAFF ARE GIVEN AN INCENTIVE PLAN BASED ON FINANCIAL GOALS, 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 AT 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, 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 AT 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. ROBERT HORMELL PSL SVC & PSL HSG MGMT CHAIR; CV, PIMS, PHPH & FIRST NATIONAL BANK BRD MBR 2221549 REPAYMENT OF LOAN BY GROUP MEMBER TO FIRST NATIONAL BANK. 0 SUSAN REIMANN PSL VICE CHAIR & COO OF BOARD OF PENSIONS 11159817 PSL IS A PARTICIPATING MEMBER TO THE BOP MEDICAL PLAN. 0 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: NET ASSET TRANSFER 725,000. EQUITY FROM LIMITED TAX PARTNER 54,579. CHANGE IN VALUE OF ANNUITY -8,941. LOSS ON IMPAIRMENT OF ASSETS -836,603. 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