2022-09-19T11:25:07-05:00 2021-12-31 FORVIS LLP 111 E Wayne St Suite 600 Fort Wayne IN 46802 990 2021-01-01 250981135 BETHLEN HOME OF THE HUNGARIAN REFORMED FEDERATION OF AMERICA % DAYNA SEAR BETH 7242382235 125 KALASSAY DRIVE LIGONIER PA 15658 EDWARD LAUBACHER INTERIM CEO 7242382235 2022-05-15 true EDWARD LAUBACHER 999009999 Lauren R Denton P01571860 2604604000 2 2021 2022-09-23 18:48:47Z BETHLEN COMMUNITIES EDWARD LABACHER 125 KALASSAY DRIVE LIGONIER PA 15658 19373936 false X WWW.BETHLEN.COM X 1929 PA TO PROVIDE A HEALTHY AND NURTURING LIVING ENVIRONMENT FOR INDIVIDUALS, WITH PARTICULAR EMPHASIS ON THOSE INDIVIDUALS WITH SPECIAL NEEDS DUE TO AGE OR INFIRMITY. 7 7 324 10 0 0 4465571 5469129 14883678 13216054 40507 367367 113522 42938 19503278 19095488 0 0 0 0 10872179 10554179 0 0 32241 7222458 7634757 18094637 18188936 1408641 906552 27511454 24911659 17119769 13941499 10391685 10970160 X TO PROVIDE A HEALTHY AND NURTURING LIVING ENVIRONMENT FOR INDIVIDUALS, WITH PARTICULAR EMPHASIS ON THOSE INDIVIDUALS WITH SPECIAL NEEDS DUE TO AGE OR INFIRMITY. THE ORGANIZATION IS A CONTINUING CARE RETIREMENT COMMUNITY PROVIDING THE FOLLOWING SERVICES: RETIREMENT COTTAGES, A PERSONAL CARE FACILITY, A SKILLED NURSING AND REHABILITATION FACILITY, HOME HEALTH SERVICES, HOSPICE CARE, A COMPANION CARE PROGRAM, AND GRACEFUL AGING FITNESS PROGRAM. false false 10725756 10467898 BETHLEN HOME - A LICENSED 96 BED FACILITY OFFERING SKILLED NURSING AND REHABILITATION SERVICES INCLUDING PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY PROVIDED BY LICENSED STAFF EMPLOYEES. CENSUS STATISTICS SHOW AN AVERAGE OF 72.5 RESIDENTS PER DAY RECEIVED SERVICES DURING THE YEAR. RESIDENTS SERVED INCLUDED THOSE COVERED BY STATE MEDICAID - 62%, MEDICARE (INCLUDING MEDICARE-MANAGED PROGRAMS) - 26%, PRIVATE PAY - 12%, MANAGED CARE - <1%. 2557540 1657539 LIGONIER GARDENS - A LICENSED 71 BED FACILITY OFFERING PERSONAL CARE SERVICES TO THOSE WHO REQUIRE SOME DAILY CARE ASSISTANCE. CENSUS SHOWS AN AVERAGE OF 45 RESIDENTS PER DAY WERE RECEIVING SERVICES IN THE FACILITY. ALL RESIDENTS WERE PRIVATE PAY AND DURING THE COURSE OF THE YEAR THE ORGANIZATION PROVIDED BENEVOLENT CARE IN THE AMOUNT OF $226,000 TO THOSE WHO COULD NOT MEET THE MONTHLY FEE OBLIGATION. MONTHLY FEE OBLIGATION. 1732797 1133555 BETHLEN COMMUNITIES HOME HEALTH SERVICES - LICENSED IN 2006 AND APPROVED AS A PROVIDER BY MEDICARE IN 2007, THIS OPERATION WAS SET UP TO PROVIDE NURSING AND THERAPY CARE IN THE PATIENT'S HOME. THERE WERE 16,281 VISITS PROVIDED TO 353 PATIENTS IN THE COMMUNITY DURING 2021. 15016093 true true false false false false false false false true true false false false true true true false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false false true 33 0 true 324 true false false false false false false false false false false false false X 7 7 false true false false true true false true true false false true true true true true true true true false PA X DAYNA SEAR 7242382235 125 KALASSAY DRIVE LIGONIER PA 156588726 HEATHER LINCOLN CEO (LEFT 09/21) 40.0 0.0 X 171312 0 3250 KEVIN BEAN COO 40.0 0.0 X 152020 0 4507 PATRICK CANNONIE CONTROLLER 40.0 0.0 X 128750 0 3930 RAYMOND SOTO NURSING HOME ADMIN 40.0 0.0 X 105709 0 1938 BILL MALLOY BOARD MEMBER 1.0 0.0 X 0 0 0 MATTHEW BLISTAN JR VICE CHAIR (LEFT 09/21) 2.0 0.0 X X 0 0 0 LINDA STUMPF BOARD MEMBER (LEFT 02/21) 1.0 0.0 X 0 0 0 MELISSA PEPIN BOARD MEMBER (LEFT 07/21) 1.0 0.0 X 0 0 0 PRISCILLA HUNYADY BOARD MEMBER (LEFT 07/21) 1.0 0.0 X 0 0 0 KIM KRAMER BOARD MEMBER 1.0 0.0 X 0 0 0 PATRICK CENDES BOARD MEMBER (LEFT 09/21) 1.0 0.0 X 0 0 0 JUDIT MAYER REV BOARD MEMBER 1.0 0.0 X 0 0 0 LESLIE MARTIN REV BOARD MEMBER (LEFT 08/21) 1.0 0.0 X 0 0 0 JOSEPH VASARHELYI REV BOARD MEMBER 1.0 0.0 X 0 0 0 ELAINE HATFIELD BOARD MEMBER 1.0 0.0 X 0 0 0 GARY DESCHAMPS BOARD MEMBER 1.0 0.0 X 0 0 0 DENISE STAHL BOARD MEMBER 1.0 0.0 X 0 0 0 TIBOR REIMANN CHAIRPERSON (LEFT 08/21) 2.0 0.0 X 0 0 0 LEHEL DEAK SECRETARY/TREASURER 2.0 0.0 X 0 0 0 557791 0 13625 4 false true false THE HILL GROUP INC 2 EAST MAIN STREET CARNEGIE PA 151062456 CONSULTANT 794363 APEX REHAB SOLUTIONS INC 209 SIGMA DRIVE PITTSBURGH PA 15238 THERAPY SERVICES 586477 INTELYCARE INC PO BOX 200413 PITTSBURGH PA 152510413 HEALTHCARE STAFFING 572924 TRI-STATE SECURITY AND FIRE LLC 25 PENN AVE LATROBE PA 15650 SECURITY 175255 TRUE NORTH ITG 16504 9TH AVE SE SUITE 203 MILL CREEK WA 98012 IT SERVICES 155491 5 5348822 120307 5469129 RESIDENT REVENUE 623000 11999084 11999084 PROPERTY MANAGEMENT REVENUE 623000 816495 816495 OTHER REVENUE 623000 400475 400475 13216054 4004 4004 0 0 0 0 0 641811 278448 363363 363363 363363 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 623000 42938 42938 42938 19095488 13258992 367367 0 0 0 0 440692 440692 0 8357717 6708460 1626065 23192 153764 130729 22630 405 943049 801774 138789 2486 658957 560241 96979 1737 0 57529 57529 170377 170377 0 0 0 2323399 2059191 264208 152277 118612 33665 192445 145478 42546 4421 332956 259346 73610 0 592214 592214 147104 114582 32522 0 167 130 37 234304 230583 3721 0 1185154 1185154 250102 208978 41124 PATIENT SERVICE EXPENSE 1180427 1180427 REPAIRS AND MAINTENANCE 640717 544609 96108 BAD DEBT 175585 175585 18188936 15016093 3140602 32241 1237 1134 5576148 1450983 0 0 1841765 4470508 0 0 0 0 0 0 41890 108816 252818 348824 34625682 17446620 18226793 17179062 0 0 361406 238247 0 0 777562 699806 431835 414279 27511454 24911659 1284096 1303537 0 0 323921 440435 9323952 8534808 0 0 0 0 212735 514699 2295900 0 3679165 3148020 17119769 13941499 X 8080878 10442421 2310807 527739 10391685 10970160 27511454 24911659 906552 5809 -333886 X false true X true true true X 46891 106556 85699 4465571 5469129 10173846 17240510 17768769 17313325 14883678 13216054 80422336 0 0 0 17287401 17875325 17399024 19349249 18685183 90596182 0 0 0 90596182 159163 87477 47181 9322 4004 307147 0 159163 87477 47181 9322 4004 307147 0 143571 140766 67106 113522 42938 507903 17590135 18103568 17513311 19472093 18732125 91411232 0.99108 0.98962 0.00336 0.00344 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9448 9448 58682 49234 9448 58226 456 58682 58013 213 58226 57936 77 58013 1.00000 false false 231250 231250 28157121 12372702 15784419 5172514 4186218 986296 1064797 887700 177097 17179062 0 CONTRACT LIABILITIES 597273 RESIDENT FUNDS PAYABLE 53420 SECURITY DEPOSIT PAYABLE 22079 REFUNDABLE FEES 2475248 3148020 20345417 5809 1783068 1788877 18556540 538948 538948 19095488 17649988 17649988 538948 538948 18188936 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT FUNDS ARE USED FOR FINANCING SMALL TO MODERATE CAPITAL PROJECTS, FOR BUILDING FACILITIES, AND MAJOR EQUIPMENT FOR WHICH THERE IS AN ESTABLISHED NEED AND THE ORGANIZATION HAS A RESPONSIBILITY TO PROVIDE. SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 2D DECREASE IN NET ASSETS WITH DONOR RESTRICTIONS $ 1,783,068 SCHEDULE D, PART XI, LINE 4B BAD DEBT EXPENSE $ 175,585 GAIN ON DISPOSAL OF ASSETS $ 363,363 TOTAL $ 538,948 SCHEDULE D, PART XII, LINE 4B BAD DEBT EXPENSE $ 175,585 GAIN ON DISPOSAL OF ASSETS $ 363,363 TOTAL $ 538,948 X X true false false false false false false false KEVIN BEAN COO 139129 12891 4327 180 156527 HEATHER LINCOLN CEO (LEFT 09/21) 127356 43956 3115 135 174562 SCHEDULE J, PART I, LINE 4C DURING THE TAX YEAR, HEATHER LINCOLN RECEIVED SEVERENCE PAY OF $23,077. THIS AMOUNT IS INCLUDED IN OTHER REPORTABLE COMPENSATION. A LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY 251763674 2007-12-21 1000000 CONSTRUCTION/EXPANSION false false false B CITY OF JEANETTE HEALTH SERVICES AUTHORITY 800891316 2015-09-01 10000000 REFUNDING OF OUTSTANDING NOTES false false false A 898165 0 1000000 0 40000 0 0 14500 0 9910899 0 0 false false true true B 1469287 0 10000000 0 0 0 89101 0 0 9910899 0 0 false true true true A false false false 0 false false false false B false false false 0 false false false false A false false false true false false 0 false 0 false false B false false false true false false 0 false 0 false false A true B true SCHEDULE K, PART IV, LINE 1C ISSUER NAME: LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/21/2007 ISSUER NAME: CITY OF JEANNETTE HEALTH SERVICES AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/01/2015 FORM 990, PART VI, SECTION A, LINE 3: THE ORGANIZATION CONTRACTED THE HILL GROUP TO FILL INTERIM ROLE OF CEO AND CFO. THESE ROLES WERE NOT PAID FROM THE ORGANIZATION BUT THROUGH THE CONTRACTED THIRD PARTY AND THEREFORE ARE NOT REPORTED ON PART VII OF THE FORM 990. THE ORGANIZATION PAID THE HILL GROUP $794,363 DURING 2021 FOR THESE SERVICES. FORM 990, PART VI, SECTION A, LINE 6: THE MEMBERS OF BETHLEN HOME CONSIST OF THE FOLLOWING ENTITIES: THE HUNGARIAN REFORMED FEDERATION OF AMERICA, THE CALVINE SYNOD CONFERENCE OF THE UNITED CHURCH OF CHRIST, AND THE HUNGARIAN REFORMED CHURCH IN AMERICA. FORM 990, PART VI, SECTION A, LINE 7A: THE BOARD OF DIRECTORS SHALL CONSIST OF NINE TO FIFTEEN MEMBERS, EACH ELECTED TO A TERM OF THREE YEARS. THE BOARD OF DIRECTORS ARE MADE UP OF AT LEAST ONE MEMBER FROM THE HUNGARIAN REFORMED CHURCH OF AMERICA, ONE MEMBER FROM THE CALVIN SYNOD CONFERENCE OF THE UNITED CHURCH OF CHRIST, ONE MEMBER FROM GBU DISTRICT 3000, AND THE REMAINING MEMBERS ELECTED FROM THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B: BETHLEN HOME HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C: ALL EMPLOYEES, OFFICERS, DIRECTORS, AND ADVISORS TO THE BOARD MUST SIGN A CERTIFICATION OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AT NEW HIRE ORIENTATION, UPON ELECTION TO A SEAT ON THE BOARD OF DIRECTORS, OR WHEN SELECTED TO SERVE IN A SUPERVISORY CAPACITY TO THE BOARD. THE CORPORATE COMPLIANCE COMMITTEE WILL PERIODICALLY, AND NO LESS THAN ANNUALLY, REVIEW THE CERTIFICATES OF COMPLIANCE. FORM 990, PART VI, SECTION C, LINE 15: THE BOARD OF DIRECTORS EXECUTIVE COMMITEE IS GIVEN THE NECESSARY INFORMATION TO REVIEW THE SALARIES OF THE EXECUTIVE DIRECTOR AND EACH ADMINISTRATOR ANNUALLY. THE COMMITTEE SOLICITS INFORMATION FROM OUTSIDE THE ORGANIZATION TO DETERMINE IF COMPENSATION IS IN LINE WITH OTHER COMPARABLE ORGANIZATION. THE EXECUTIVE DIRECTOR PROVIDES THE EXECUTIVE COMMITTEE WITH AN ANNUAL PERFORMANCCE ASSESSMENT REVIEW OF EACH ADMINISTRATOR. THE COMMITTEE MAY THEN, AT ITS DISCRETION, INTERVIEW ADMINISTRATORS. THE EXECUTIVE COMMITTEE PERFORMS AN ANNUAL WRITTEN EVALUATION OF THE EXECUTIVE DIRECTOR'S PERFORMANCE. THE EXECUITVE COMMITTEE THEN SUBMITS ITS FINDINGS TO THE FULL BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 18: BETHLEN HOME MAKES ITS FORM 990 AND FINANCIAL STATEMENTS AVALIABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19: BELTHEN HOME'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVALIABLE UPON REQUEST. FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTANTS TOTAL FEES:730470 FORM 990 PART IX LINE 11G DESCRIPTION:MEDICAL & PURCHASED SVS TOTAL FEES:934950 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACT LABOR TOTAL FEES:653744 FORM 990 PART IX LINE 11G DESCRIPTION:DUES AND SUBSCRIPTIONS TOTAL FEES:4235