2022-05-16T13:03:50-05:00 2021-06-30 390859910 Baker Tilly US LLP 1570 Fruitville Pike Suite 400 Lancaster PA 17601 990 2020-07-01 231314352 Quarryville Presbyterian Retirement Community QUAR 7177867321 625 Robert Fulton Highway Quarryville PA 175661400 Diane E Aston CFO 7177867321 2022-05-16 1 Diane Aston 999009999 Kerri N Bogda CPA P00760402 7177404863 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Robert B Hayward Jr 625 Robert Fulton Highway Quarryville PA 175661400 29801486 0 X www.quarryville.com X 1948 PA To provide for the spiritual, physical, emotional, and social needs of our residents. 13 12 511 44 120071 0 618788 1167337 25322887 23894916 193860 540094 230382 275469 26365917 25877816 1014361 933676 0 0 15424961 15383500 0 0 0 11275653 11521374 27714975 27838550 -1349058 -1960734 65015930 62684459 58306041 54044772 6709889 8639687 X To provide for the spiritual, physical, emotional, and social needs of our residents through high-quality facilities, services, and personal care in a manner faithful to the Bible and honoring our Lord, Jesus Christ. 0 0 10190581 0 10558581 Our goal at Quarryville is to provide for the spiritual, physical, emotional, and social needs of our residents through high-quality facilities, services, and personal care. In our skilled care center, we provide superb medical staff, backed by carefully trained caregivers and rehabilitation therapists, who are ready to serve our residents. For those who need memory care support, we offer secure residences, staffed by dementia-certified, licensed teams.During the fiscal year, 207 individuals were served. As of 6/30/21, there were 83 residents receiving skilled nursing care services and we provided $2,546,028 worth of unreimbursed care to medical assistance residents as part of our charitable mission. We received 1,681 hours of service from 44 volunteers throughout our community. 9300079 37869 6703669 At Quarryville our independent living residents can set aside the worldly cares of maintaining a house while living in the security of a respected Continuing Care Retirement Community. There are all the clubs, activities, spiritual, wellness, and learning opportunities a resident could want along with all the conveniences of a small town. In addition, residents have the security of knowing therapies, personal care, and skilled care are available if needed. Quarryville has embarked on a major residential living expansion, and continues to add new cottages and amenities. During the fiscal year, 306 individuals were served. As of 6/30/2021, there were 267 residents occupying residential apartments and cottages and we provided $37,869 worth of financial assistance to residents who have run short on resources. 4660818 890807 5319350 In our personal care center, Quarryville provides assistance with the tasks of daily living under the 24 hour supervision of a licensed practical nurse. In addition, there are social and recreational events, wellness, spiritual and educational programs available and we offer our residents the convenience of a beauty shop, convenience store, bank, transportation services, and guest rooms for families, all within our campus. Our goal is to help each resident live as independently as possible. For those who need memory care support, we offer secure residences, staffed by dementia-certified, licenced teams.During the fiscal year, 101 individuals were served. As of 6/30/2021, there were 62 residents occupying personal care apartments provided. We provided $890,807 worth of financial assistance to residents who have run short of resources. 441824 5000 283080 Great Rock Home Care provides services to both our retirement community residents and residents of the greater Quarryville community. 441824 5000 283080 24593302 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 75 0 511 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 12 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 PA X Diane E Aston VPCFO 7177867321 625 Robert Fulton Highway Quarryville PA 175661400 Robert Hayward Jr President, CEO 40.00 X X 311028 0 47285 Bruce Peters Chairman 1.00 X X 5269 0 0 Andrew Fiol Board Member 1.00 X 0 0 0 Bryan Klazinga Board Member 1.00 X 0 0 0 David Schempp Board Member 1.00 X 0 0 0 Dr Charles Hartzell Secretary 1.00 X X 0 0 0 Dr Guy Richardson Vice-Chairman 1.00 X X 0 0 0 Dr Guy Webster Board Member 1.00 X 0 0 0 Dr Jonathan Sneller Board Member 1.00 X 0 0 0 Eric Youngdale Board Member 1.00 X 0 0 0 George Mackenzie Jr Board Member 1.00 X 0 0 0 Mark Van Gilst Board Member 1.00 X 0 0 0 Thomas Harr Board Member 1.00 X 0 0 0 Diane Aston VP/CFO 40.00 X 192123 0 17861 John MacRae Chaplain 40.00 X 52259 0 29274 Mark Smeltzer Sr. Administrator Healthcare Services 40.00 X 76442 0 6296 Deborah Allred Director of Nursing (Ret. Oct. '20) 40.00 X 109705 0 13479 746826 0 114195 3 0 1 0 Select Rehabilitation Inc PO Box 71985 Chicago IL 60694 Therapy Services 606340 B K Campbell Enterprises Inc 1771 Limestone Road Cochranville PA 19330 Construction Services 465332 Trago Mechanical 5 W Wynwood Dr Willow Street PA 175849486 HVAC Service 243592 Nickel Mine Floor Covering Inc 349 Buck Road Quarryville PA 175660000 Flooring Contractor 186424 MK McFadden Landscaping Inc 106 Wedgewood Road Oxford PA 19363 Contractor 153022 6 1083938 83399 1454 1167337 Skilled Care Services 623000 10561956 10558581 3375 Residential Living Svc 623000 7730530 6703669 1026861 Personal Care Services 623000 5319350 5319350 Home Care Services 623000 283080 283080 23894916 201424 201424 196998 154286 42712 42712 42712 4022739 18540 3646634 55975 376105 -37435 338670 -34588 373258 5932 0 5932 5932 132216 66775 65441 65441 Farm Operation 110000 154659 154659 Postage Income 900099 4104 4104 Other Income 900099 961 961 1660 1660 161384 25877816 22864680 120071 1725728 5000 5000 928676 928676 985420 399241 586179 10149898 9165509 984389 273931 82556 191375 3082184 2870944 211240 892067 800636 91431 26346 613 25733 107092 7624 99468 1643 1643 62518 62518 1287445 1241753 45692 106975 106975 2778144 2567425 210719 299 299 1590043 1583744 6299 33702 31107 2595 7105 4952 2153 15861 15861 4042035 3840066 201969 125757 102349 23408 Other Operational Exp. 547978 221396 326582 Med Supplies/svc 458853 458853 Farm Expenses 171556 171556 NH Assessment Tax 158022 158022 27838550 24593302 3245248 0 1065235 896067 3039216 748328 1357082 956997 82696 78373 581187 616747 118332099 66278917 52780006 52053182 4850091 5801755 1120215 1348975 140202 184035 65015930 62684459 3263107 4714085 19469725 18831194 18564583 17568366 34453 14122 5374671 3104845 108556 2415228 11490946 7396932 58306041 54044772 X 6690750 8589443 19139 50244 6709889 8639687 65015930 62684459 X -1960734 680543 3209989 X 0 1 X 1 1 1 X 53288 135001 129409 618788 1167337 2103823 22654763 23039143 23566083 24131582 22864680 116256251 1334524 1302881 1512130 1287748 1162452 6599735 24042575 24477025 25207622 26038118 25194469 124959809 22850 11525 81500 57600 63193 236668 0 22850 11525 81500 57600 63193 236668 124723141 333001 364270 329860 317796 398422 1743349 333001 364270 329860 317796 398422 1743349 62132 5665 6585 13516 12657 100555 24437708 24846960 25544067 26369430 25605548 126803713 0.98360 0.98410 0.01370 0.01370 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income - 2016 Amount: $ 4,028. 2017 Amount: $ 2,688. 2018 Amount: $ 3,371. 2019 Amount: $ 8,810. 2020 Amount: $ 2,621. Postage - 2016 Amount: $ 3,104. 2017 Amount: $ 2,977. 2018 Amount: $ 3,214. 2019 Amount: $ 3,356. 2020 Amount: $ 4,104. Right-of-Way Payment - 2016 Amount: $ 55,000. Non-charitable Fundraising Income - 2019 Amount: $ 1,350. 2020 Amount: $ 5,932. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1643 1643 0 Part II-B, Line 1: The organization pays dues to a member organization dedicated to issues involving continuing care facilities and help and support for the elderly. The percentage of dues dedicated to lobbying is 7.3%. The organization paid $22,513 in dues for a total of $1,643 dues allocated to lobbying. 0 1 X 12260 5 12265 12254 6 12260 12248 6 12254 12241 7 12248 12235 6 12241 0.00000 0.81530 0.18470 0 0 451441 975390 1426831 1431472 49401464 24705091 26127845 146469 22607229 15323251 7430447 433169 42885465 26250575 17068059 52053182 Liabilities to Residents 4725222 Accrued Pension Liability 2671710 7396932 28998215 680543 2218795 2899338 26098877 -221061 -221061 25877816 27068417 221061 221061 26847356 991194 991194 27838550 Part IV, Line 2b: The funds held belong to the residents who are not able to manage their own finances. The funds are used to pay for services the organization provides to the resident and also provides the resident with funds for their own personal needs. The resident can request a payment from the account by completing a check request form or can obtain cash by completing a petty cash voucher. The residents receive a monthly statement showing the account activity and balance. Funds are maintained in a separate account earning interest if the balance is over $50. Any balance remaining at death or discharge is returned within 30 days. Part V, Line 4: Endowments Funds are used for nursing scholarships. Part XI, Line 2d - Other Adjustments: Diaconal Support -928,676. Minimum Pension Liability Adjustment 3,209,989. Investment Fees -62,518. Part XI, Line 4b - Other Adjustments: Rental Expenses -154,286. Cost of Goods Sold -66,775. Part XII, Line 2d - Other Adjustments: Rental Expenses 154,286. Cost of Goods Sold 66,775. Part XII, Line 4b - Other Adjustments: Diaconal Support 928,676. Investment Fees 62,518. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investments 458752 0 0 0 0 0 0 458752 0 458752 0 0 0 0 1 0 Part III Accounting Method: Schedule F, part VI, lines 5 The organization had investments in foreign partnerships but did not meet thresholds for filing Forms 8865. 1 Southern End Community Association 299 Park Ave Quarryville PA 17566 232673995 501(c)(3) 5000 Youth Scholarships 1 0 Charity care is provided to residents of QPRC who have run out of money. 24 0 928676 Difference between amount charged and amount received as payment Write off of amounts due to QPRC for services rendered to residents who have been approved for charity care. Part I, Line 2: Diaconal support is provided to residents who demonstrate their financial resources have been depleted, they are unable to pay for services rendered, and they are not eligible for third party reimbursement, via a financial assistance application. Personal spending for those who qualify is monitored and services provided by QPRC above the resident's monthly income is written off as charity care. Because the organization provided charity assistance to residents who are unable to pay for these services, it is reported as an expense under assistance to individuals. QPRC provides donations to the local Community Association as a way to support the community. The funds are used for youth scholarships. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Robert Hayward Jr President, CEO 297767 0 213 0 13048 0 7716 0 39569 0 358313 0 0 0 Diane Aston VP/CFO 191611 0 219 0 293 0 4871 0 12990 0 209984 0 0 0 Part I, Line 1a The Chaplains receive a housing allowance. The organization conforms to the non-taxable housing allowance guidelines per the IRS' rules and regulations. The value of the housing allowance is $27,900. In addition, board members who become residents may receive tax gross-up payments to mitigate the tax effect of the entrance fee discounts provided by Quarryville. Susan Graybill (wife of William Graybill, deceased board member) received a board discount of $12,936 and a tax gross up payment of $1,293. Stephen Phillips, former officer, received a board discount of $4,355. A Quarryville Borough Authority 232325364 2013-09-03 4000000 Project financing 0 0 0 B Paradise Township Sewer Authority 232486384 2015-07-02 7500000 Capital Improvements 0 0 0 A 723009 4000000 50001 3949999 2015 0 0 1 1 B 889939 7500000 71763 4211510 3216727 2016 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 0 0 0 0 1 A 1 B 1 Form 990, Part VI, Section A, line 2 Jonathan Sneller and Andrew Fiol have a family relationship. Form 990, Part VI, Section A, line 8b The committees do not have the authority to act on behalf of the board. All matters are taken to the full board for approval and action. Form 990, Part VI, Section B, line 11b The CFO and CEO will perform the initial review of the form 990. The Form 990 will then be reviewed by the Audit and Finance Committee. Once approved, each member of the governing body will receive a copy of the Form 990 by e-mail prior to filing the return. Form 990, Part VI, Section B, line 12c Each year during annual ethics training all employees are required to sign a code of ethics/conflict of interest statement. All conflict of interest statements are reviewed by human resources. Any disclosures are reviewed by the CFO and the CEO. Reports of ethical issues are reviewed and resolved by the head of the ethics committee and the CEO. The Board of Directors also sign the code of ethics/conflict of interest statement annually. There is a place on the form for the disclosure of relationships, such as through family or business contacts, that could be considered a conflict of interest. In the event a matter involving a potential or actual conflict of interest arises, the party to the conflict shall fully disclose the conflict's nature and extent immediately to the compliance officer who, after making a thorough review of the circumstances, will report to the QPRC Board of Directors who will determine appropriate action to be taken. Form 990, Part VI, Section B, line 15 The officers and key employees' salaries are recommended by the Compensation Committee of the Board of Directors and are approved by the full Board. Salary surveys and Forms 990 of other Not-for-Profits are used for comparative purposes to ensure any compensation decisions are within fair market range for the industry. Deliberations and decisions are documented in the minutes of the Executive Committee. The Finance committee recommends approval of the budget to the full board. The budget includes a maximum percentage increase in salary for all staff, which includes key employees. The job performance of each employee is taken into consideration as part of the performance review process. Form 990, Part VI, Section C, line 19 The form 990 is available on Guidestar and is also available upon request. The Disclosure Statements as required by the Department of Insurance are also available upon request. The organization will make its governing documents and conflict of interest policy available upon request. The organization includes a copy of its financial statements with the state registration filed with the Pennsylvania Department of State, Bureau of Charitable Organizations. These documents are a matter of public record and can be viewed at the bureau office. Form 990, Part XI, line 9: Minimum Pension Liability Adjustment 3,209,989.