LEBANON VALLEY BRETHREN HOME: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LEBANON VALLEY BRETHREN HOME (EIN 23-7404857)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-09-22
- IRS object ID
- 202242659349301304
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-09-22T10:37:20-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237404857 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEBANON VALLEY BRETHREN HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LEBA | BusinessNameControlTxt |
| Phone | 7178385406 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GRUBB ROAD | AddressLine1Txt |
| City | PALMYRA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17078 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRY BRUBAKER | PersonNm |
| Person Title | VP FINANCE/CFO | PersonTitleTxt |
| Phone | 7178385406 | PhoneNum |
| Signature | 2022-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | HENRY | PersonFirstNm |
| Person Last | BRUBAKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LONDONDERRY VILLAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY SHIREMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GRUBB ROAD | AddressLine1Txt |
| City | PALMYRA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17078 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,557,235 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LONDONDERRYVILLAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | CONTINUING CARE RETIREMENT COMMUNITY PROVIDING HOUSING, HEALTH CARE, AND RELATED SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 277 | TotalEmployeeCnt |
| Total Volunteers | 158 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,117,871 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,710,965 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,825,903 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,556,774 | CYProgramServiceRevenueAmt |
| PY Investment Income | $934,032 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,839,567 | CYInvestmentIncomeAmt |
| PY Other Revenue | $267,862 | PYOtherRevenueAmt |
| CY Other Revenue | $257,816 | CYOtherRevenueAmt |
| PY Total Revenue | $25,145,668 | PYTotalRevenueAmt |
| CY Total Revenue | $26,365,122 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $249,273 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $340,138 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,177,312 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,132,861 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $229,479 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,002,658 | PYOtherExpensesAmt |
| CY Other Expenses | $12,587,562 | CYOtherExpensesAmt |
| PY Total Expenses | $25,429,243 | PYTotalExpensesAmt |
| CY Total Expenses | $26,060,561 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$283,575 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $304,561 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $76,190,307 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,609,610 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,014,287 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,737,054 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,176,020 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,872,556 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE LEBANON VALLEY BRETHREN HOME, AN OUTREACH MINISTRY OF THE CHURCH OF THE BRETHREN, IS COMMITTED TO PROVIDING INDEPENDENT LIVING HOUSING, HIGH-QUALITY HEALTH CARE, AND SUPPORTIVE SERVICES FOR ELDERLY PERSONS IN AN ATTITUDE OF LOVE AND SERVANTHOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,833,633 | ExpenseAmt |
| Grant | $340,138 | GrantAmt |
| Revenue | $22,556,774 | RevenueAmt |
| Desc | NURSING CARE - IN 2021, THE NURSING CENTER OF THE LEBANON VALLEY BRETHREN HOME (D/B/A LONDONDERRY VILLAGE) SUCCESSFULLY NAVIGATED ONE OF THE MOST CHALLENGING YEARS IN ITS 42-YEAR HISTORY. THE CORONAVIRUS PANDEMIC CONTINUED TO EXERT ITS INFLUENCE THROUGH SPORADIC CASES, MORE FREQUENT STAFF TESTING, AND A CONTINUING NEED TO USE SOCIAL DISTANCING AND INDOOR MASKING. IN THE EARLY MONTHS OF 2021, VIRTUALLY ALL OF THE NURSING RESIDENTS AGREED TO RECEIVE THEIR FIRST AND SECOND DOSES OF THE PFIZER VACCINE; A LITTLE MORE THAN HALF OF THE STAFF ALSO ROLLED UP THEIR SLEEVES FOR THE PFIZER VACCINE. SINCE THAT TIME, THE NURSING CENTER HAS CONTINUED TO EXPERIENCE OCCASIONAL POSITIVE CASES OF COVID-19, BUT THE INCIDENCE OF SERIOUS ILLNESS, HOSPITALIZATION, AND DEATH (FROM THE VIRUS) HAS PLUMMETED TO NEAR ZERO. THE PA DEPARTMENT OF HEALTH RESUMED ITS ANNUAL NURSING HOME INSPECTIONS IN 2021 AND THE NURSING CENTER WAS VISITED BY THE DOH IN APRIL OF 2021. IT WAS A VERY SUCCESSFUL SURVEY WITH ONLY TWO MINOR DEFICIENCIES, AND THE NURSING CENTER RETAINED ITS 5-STAR CMS QUALITY RATING. BY MID-YEAR IT BECAME CLEAR TO MANAGEMENT THAT LONDONDERRY VILLAGE WAS EXPERIENCING THE SAME CHALLENGES AS OUR COMPETITORS WITH RESPECT TO STAFFING; NURSING STAFF, IN PARTICULAR, WERE RESIGNING AT A MUCH HIGHER-THAN-NORMAL RATE, TYPICALLY BECAUSE OF STRESS AND BURN-OUT FROM THE PANDEMIC. NATIONALLY THIS TREND BECAME PART OF WHAT HAS SINCE BEEN CALLED "THE GREAT RESIGNATION", A LARGE SCALE VOLUNTARY REDUCTION IN THE WORK FORCE WHICH HAS CREATED INTENSE LABOR SHORTAGES IN MANY PARTS OF THE ECONOMY. THE LV NURSING CENTER WAS ALSO ADVERSELY AFFECTED LATE IN 2021 BY THE FEDERAL GOVERNMENT'S COVID-19 VACCINATION MANDATE, A REQUIREMENT THAT LED TO AT LEAST 15 STAFF RESIGNATIONS. IN VIEW OF THE STAFFING CONCERNS, MANAGEMENT AND THE BOARD OF TRUSTEES DECIDED TO TEMPORARILY CLOSE TWO OF OUR GREEN HOUSE NURSING UNITS, AND TO CONSOLIDATE THE REMAINING STAFF IN OUR FOUR OPEN GREEN HOUSES AND OUR LEFFLER CARE NURSING UNIT. OUR NURSING CENSUS FLOATED DOWN TO A MANAGEABLE 70 OR SO RESIDENTS, AND HAS BEEN IN THAT REGION EVER SINCE. OUR GOAL FOR 2022 WILL BE TO RECRUIT ADDITIONAL STAFF SO THAT WE CAN RE-OPEN OUR TWO GREEN HOUSES.PERSONAL CARE - IN THE PERSONAL CARE UNIT, THE PANDEMIC CONTINUED TO AFFECT EVERYDAY LIFE FOR THE RESIDENTS WHO RESIDE IN THAT AREA. RESIDENTS WERE PERMITTED TO RETURN TO THE MAIN DINING ROOM, BUT SOCIAL DISTANCING REGULATIONS REQUIRED THE TABLES AND SEATS TO BE SPREAD OUT IN A FASHION THAT WAS NOT CONDUCIVE TO TABLE CONVERSATIONS. FAMILY VISITATION WAS RE-OPENED IN PERSONAL CARE, BUT WAS STILL SUBJECT TO INDOOR MASKING RESTRICTIONS. THERE WAS A PRONOUNCED INCREASE IN ADMISSIONS TO PERSONAL CARE IN 2021, POSSIBLY A RELEASE OF THE PENT-UP DEMAND CREATED BY THE INITIAL LOCKDOWN PERIODS OF THE PANDEMIC; THE CENSUS ROSE TO ABOUT 36 RESIDENTS, ABOUT 15-20% HIGHER THAN NORMAL. OUR PERSONAL CARE ADMINISTRATOR RESIGNED IN 2021 AND WAS REPLACED BY LPN AMANDA ZIEGLER. INDEPENDENT LIVING - THE INDEPENDENT LIVING COMMUNITY LIKEWISE CONTINUED TO BE IMPACTED BY THE PANDEMIC, BUT IN MANY WAYS ALSO STARTED TO RECOVER FROM THE EARLIER RESTRICTIONS. THE CAFE' WAS RE-OPENED AT MID-YEAR, AT FIRST FOR TAKE-OUT ONLY, AND LATER FOR IN-PERSON DINING. LIKEWISE THE CONVENIENCE STORE AND FITNESS CENTERS RE-OPENED FOR RESIDENTS TO ENJOY AGAIN. GROUP ACTIVITIES STARTED TO RESUME, ALBEIT IN COVID-SAFE FASHIONS AS RESIDENTS (WEARING MASKS) GATHERED AGAIN FOR ACTIVITY PURPOSES, AND OUTDOOR ACTIVITIES PROLIFERATED. THE INDEPENDENT LIVING COMMUNITY CONTINUED TO EXPERIENCE STRONG DEMAND AS A STEADY STREAM OF NEW RESIDENTS MOVED ONTO THE CAMPUS. LONDONDERRY VILLAGE INDIRECTLY BENEFITTED FROM THE STRONG REAL ESTATE MARKET AS NEW RESIDENT PROSPECTS WERE ABLE TO EASILY SELL THEIR EXISTING HOMES, AND OFTEN FOR PRICES THAT WERE WELL ABOVE THEIR EXPECTATIONS. LONDONDERRY VILLAGE BEGAN MARKETING IN 2021 FOR ITS NEW INDEPENDENT LIVING EXPANSION, FOX RUN. PHASE 1 OF FOX RUN IS SLATED TO COMPRISE 7 SINGLE FAMILY HOMES, 2 DUPLEX TOWNHOMES, AND A TOTAL OF 24 ONE AND TWO BEDROOM 'HYBRID' APARTMENTS. BY THE END OF THE YEAR, WE HAD RECEIVED DEPOSITS ON 7 NEW FOX RUN ACCOMMODATIONS. HOWEVER, A START DATE FOR THE CONSTRUCTION WAS STILL BEING HELD UP BY DELAYS IN GETTING LAND DEVELOPMENT APPROVALS FROM THE COUNTY AND TOWNSHIP. WE ARE CERTAINLY HOPING TO GET THE FOX RUN PROJECT UNDERWAY IN 2022. | Desc |
| Total Program Service Expenses | $22,833,633 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 28 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 277 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HENRY BRUBAKER VP OF FINANCE CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7178385406 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 GRUBB ROAD | AddressLine1Txt |
| City | PALMYRA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17078 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CRAIG MOYER | ||||||||
| CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAMES SNELL | ||||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR DENNIS GINGRICH | ||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROY MEYER | ||||||||
| TREASURER | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JAY BUFFENMYER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DONALD BYLER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WENDIE DI MATTEO-HOLSINGER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REV RON LUDWICK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDY PINTARCH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE PORTER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JETHRO DAVIS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SHENK | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RAYMOND FLAGG | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REV BELITA MITCHELL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVEN TILLEY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY SHIREMAN | ||||||||
| PRESIDENT/CEO | 38.00 | 0.00 | Yes (X) | $221,790 | $0 | $55,584 | ||
| HENRY BRUBAKER | ||||||||
| VP FINANCE/CFO | 38.00 | 0.00 | Yes (X) | $139,428 | $0 | $29,319 | ||
| JENNIFER GINDER | ||||||||
| VP HEALTH SERVICES | 38.00 | 0.00 | Yes (X) | $151,039 | $0 | $14,586 | ||
| NICHOLE REICHARD | ||||||||
| CNA | 67.00 | 0.00 | $124,407 | $0 | $15,932 | Yes (X) | ||
| DEBRA O'DONNELL | ||||||||
| RN NURSE MANAGER | 45.00 | 0.00 | $121,002 | $0 | $22,304 | Yes (X) | ||
| B RENEE NEISWENDER | ||||||||
| DIRECTOR OF NURSING | 38.00 | 0.00 | $110,424 | $0 | $27,285 | Yes (X) | ||
| LISA MORGANTHALL | ||||||||
| HR DIRECTOR | 38.00 | 0.00 | $102,493 | $0 | $29,044 | Yes (X) | ||
| STEPHANIE FEGLEY | ||||||||
| ASST. DIRECTOR OF NURSING | 38.00 | 0.00 | $101,340 | $0 | $4,174 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,071,923 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $198,228 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SHOPE'S GARDENS CONST INC | |||||
| 53 NORTH CHARLOTTE ST | MANHEIM | PA | 17545 | CONSTRUCTION SERVICES | $1,035,400 |
| ARTHUR FUNK & SONS INC | |||||
| 1405 BIRCH ROAD | LEBANON | PA | 17042 | CONSTRUCTION SERVICES | $641,278 |
| AEGIS SCIENCES CORPORATION | |||||
| 515 GREAT CIRCLE ROAD | NASHVILLE | TN | 37228 | LAB TESTING SERVICES | $531,900 |
| MORRISON LIVING | |||||
| 400 NORTH RIDGE ROAD | ATLANTA | GA | 30350 | MANAGEMENT CONTRACT/DINING SERVICES | $477,361 |
| SYMBRIA REHAB | |||||
| 28100 TORCH PARKWAY SUITE 600 | WARRENVILLE | IL | 60555 | THERAPY SERVICES | $327,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 12 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $66,572 | FundraisingAmt |
| Government Grants | $727,881 | GovernmentGrantsAmt |
| All Other Contributions | $916,512 | AllOtherContributionsAmt |
| Noncash Contributions | $7,686 | NoncashContributionsAmt |
| Total Contributions | $1,710,965 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET RESIDENT SVC REV | 623000 | $22,285,849 | $22,285,849 |
| PA NURSING HOME ASSESSMT | 623000 | $270,925 | $270,925 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $22,556,774 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,365,259 | TotalRevenueColumnAmt |
| Exclusion | $1,365,259 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $24,130 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,092 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$4,962 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,962 | TotalRevenueColumnAmt |
| Exclusion | -$4,962 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,537,030 | SecuritiesAmt |
| Other | $10,366 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,073,088 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $463,942 | SecuritiesAmt |
| Other | $10,366 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $474,308 | TotalRevenueColumnAmt |
| Exclusion | $474,308 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $25,505 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $66,572 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $32,224 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,719 | TotalRevenueColumnAmt |
| Exclusion | -$6,719 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $64,258 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $57,709 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,549 | TotalRevenueColumnAmt |
| Exclusion | $6,549 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| FOOD SERVICES | 722210 | $123,219 | $123,219 |
| BARBER SHOP | 900099 | $92,661 | $92,661 |
| MANAGED CARE PARTICIPATION FEE | 900099 | $23,436 | $23,436 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,632 | TotalRevenueColumnAmt |
| Exclusion | $23,632 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $262,948 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,365,122 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,556,774 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,097,383 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $340,138 | TotalAmt |
| Program Services | $340,138 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $611,746 | TotalAmt |
| Program Services | $165,625 | ProgramServicesAmt |
| Management And General | $446,121 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,367,061 | TotalAmt |
| Program Services | $8,296,283 | ProgramServicesAmt |
| Management And General | $945,957 | ManagementAndGeneralAmt |
| Fundraising | $124,821 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $463,008 | TotalAmt |
| Program Services | $428,104 | ProgramServicesAmt |
| Management And General | $28,132 | ManagementAndGeneralAmt |
| Fundraising | $6,772 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,987,149 | TotalAmt |
| Program Services | $1,664,301 | ProgramServicesAmt |
| Management And General | $297,355 | ManagementAndGeneralAmt |
| Fundraising | $25,493 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $703,897 | TotalAmt |
| Program Services | $581,642 | ProgramServicesAmt |
| Management And General | $113,316 | ManagementAndGeneralAmt |
| Fundraising | $8,939 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,417 | TotalAmt |
| Management And General | $25,417 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,390 | TotalAmt |
| Management And General | $28,390 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,244 | TotalAmt |
| Management And General | $79,244 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,857 | TotalAmt |
| Management And General | $1,857 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,450 | TotalAmt |
| Management And General | $83,450 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,886,030 | TotalAmt |
| Program Services | $1,854,081 | ProgramServicesAmt |
| Management And General | $31,949 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $182,944 | TotalAmt |
| Management And General | $182,944 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,669 | TotalAmt |
| Program Services | $74,122 | ProgramServicesAmt |
| Management And General | $61,547 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,591 | TotalAmt |
| Program Services | $48,780 | ProgramServicesAmt |
| Management And General | $249,811 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,338,163 | TotalAmt |
| Program Services | $2,338,163 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,277 | TotalAmt |
| Program Services | $39,867 | ProgramServicesAmt |
| Management And General | $410 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129 | TotalAmt |
| Management And General | $129 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,485 | TotalAmt |
| Program Services | $548,485 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,372,102 | TotalAmt |
| Program Services | $4,256,115 | ProgramServicesAmt |
| Management And General | $100,819 | ManagementAndGeneralAmt |
| Fundraising | $15,168 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $272,495 | TotalAmt |
| Program Services | $186,009 | ProgramServicesAmt |
| Management And General | $86,486 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD SERVICE COSTS | $670,870 | $670,870 | $0 | $0 |
| COVID EXPENSES | $431,680 | $431,680 | $0 | $0 |
| EQUIPMENT REPAIRS/RENTA | $234,091 | $221,592 | $12,499 | $0 |
| COMMUNICATIONS | $167,824 | $83,291 | $84,533 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789,854 | TotalAmt |
| Program Services | $604,485 | ProgramServicesAmt |
| Management And General | $137,083 | ManagementAndGeneralAmt |
| Fundraising | $48,286 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,060,561 | TotalAmt |
| Program Services | $22,833,633 | ProgramServicesAmt |
| Management And General | $2,997,449 | ManagementAndGeneralAmt |
| Fundraising | $229,479 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,044 | BOYAmt |
| EOY | $1,782 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,065,898 | BOYAmt |
| EOY | $3,380,598 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $280,599 | BOYAmt |
| EOY | $294,302 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,217,961 | BOYAmt |
| EOY | $1,137,342 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,125,856 | BOYAmt |
| EOY | $1,164,732 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $109,624,157 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,137,844 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,748,564 | BOYAmt |
| EOY | $47,486,313 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,415,128 | BOYAmt |
| EOY | $22,123,427 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,334,257 | BOYAmt |
| EOY | $3,021,114 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,190,307 | BOYAmt |
| EOY | $78,609,610 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,514,037 | BOYAmt |
| EOY | $1,234,454 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,077,750 | BOYAmt |
| EOY | $21,002,770 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,734,306 | BOYAmt |
| EOY | $20,979,508 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,650,950 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,037,244 | BOYAmt |
| EOY | $12,520,322 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,014,287 | BOYAmt |
| EOY | $55,737,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,829,359 | BOYAmt |
| EOY | $17,990,866 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,346,661 | BOYAmt |
| EOY | $4,881,690 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,176,020 | BOYAmt |
| EOY | $22,872,556 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,190,307 | BOYAmt |
| EOY | $78,609,610 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $304,561 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $777,596 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$385,621 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,282,679 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,500,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,031,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,117,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,710,965 | CurrentTaxYearAmt |
| Total | $8,643,358 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,044,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,069,827 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,488,786 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,825,903 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,556,774 | CurrentTaxYearAmt |
| Total | $109,985,472 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,326,861 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,570,294 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,520,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,943,774 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,267,739 | CurrentTaxYearAmt |
| Total | $118,628,830 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,832 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,235 | CurrentTaxYearAmt |
| Total | $265,347 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,970 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,373 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $89,832 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,937 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,235 | CurrentTaxYearAmt |
| Total | $265,347 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $118,363,483 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $379,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $651,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $992,772 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $978,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,389,389 | CurrentTaxYearAmt |
| Total | $4,391,596 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $379,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $651,854 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $992,772 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $978,527 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,389,389 | CurrentTaxYearAmt |
| Total | $4,391,596 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $451,341 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $450,669 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $496,250 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $329,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $352,711 | CurrentTaxYearAmt |
| Total | $2,080,691 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,157,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,672,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,009,184 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,252,021 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,009,839 | CurrentTaxYearAmt |
| Total | $125,101,117 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94610 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95580 | PublicSupportPY509Pct |
| Investment Income CY | 0.03510 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02670 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2017 AMOUNT: $ 78,671. 2018 AMOUNT: $ 37,562. 2019 AMOUNT: $ 17,217. 2020 AMOUNT: $ 5,669. 2021 AMOUNT: $ 4,217. FOOD SERVICES - 2017 AMOUNT: $ 165,498. 2018 AMOUNT: $ 187,066. 2019 AMOUNT: $ 275,020. 2020 AMOUNT: $ 179,276. 2021 AMOUNT: $ 123,219. PR EVENT FEES - 2017 AMOUNT: $ 4,225. 2018 AMOUNT: $ 6,138. 2019 AMOUNT: $ 6,559. 2020 AMOUNT: $ 365. CONVENIENCE SHOP - 2017 AMOUNT: $ 43,531. 2018 AMOUNT: $ 50,860. 2019 AMOUNT: $ 58,642. 2020 AMOUNT: $ 64,503. 2021 AMOUNT: $ 64,258. BARBER SHOP - 2017 AMOUNT: $ 106,268. 2018 AMOUNT: $ 116,123. 2019 AMOUNT: $ 110,384. 2020 AMOUNT: $ 63,492. 2021 AMOUNT: $ 92,661. FUNDRAISING REVENUE - 2017 AMOUNT: $ 35,021. 2018 AMOUNT: $ 33,896. 2019 AMOUNT: $ 28,428. 2020 AMOUNT: $ 16,415. 2021 AMOUNT: $ 25,505. RESIDENT FACILITIES - 2017 AMOUNT: $ 18,127. 2018 AMOUNT: $ 19,024. 2021 AMOUNT: $ 19,415. MANAGED CARE PARTICIPATION FEE - 2021 AMOUNT: $ 23,436. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $1,857 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,857 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAYS DUES TO NATIONAL (LEADINGAGE) AND STATE (LEADINGAGE PA) ASSOCIATIONS. A PORTION OF THE STATE AND NATIONAL ORGANIZATION'S DUES ARE USED FOR LOBBYING PURPOSES. THE $1,857 REPORTED AS LOBBYING EXPENDITURES IS THE TOTAL OF LEADINGAGE'S DUES THAT WERE USED FOR LOBBYING PURPOSES BY NATIONAL LEADINGAGE AND LEADINGAGE PA. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,398,435 | BeginningYearBalanceAmt |
| Contributions | $247,106 | ContributionsAmt |
| Investment Earnings Or Losses | $255,089 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $105,103 | OtherExpendituresAmt |
| Administrative Expenses | $7,593 | AdministrativeExpensesAmt |
| End Year Balance | $2,787,934 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,084,901 | BeginningYearBalanceAmt |
| Contributions | $136,820 | ContributionsAmt |
| Investment Earnings Or Losses | $280,602 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $97,554 | OtherExpendituresAmt |
| Administrative Expenses | $6,334 | AdministrativeExpensesAmt |
| End Year Balance | $2,398,435 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,815,339 | BeginningYearBalanceAmt |
| Contributions | $12,500 | ContributionsAmt |
| Investment Earnings Or Losses | $356,020 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $92,730 | OtherExpendituresAmt |
| Administrative Expenses | $6,228 | AdministrativeExpensesAmt |
| End Year Balance | $2,084,901 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,951,085 | BeginningYearBalanceAmt |
| Contributions | $17,166 | ContributionsAmt |
| Investment Earnings Or Losses | -$109,889 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $35,715 | OtherExpendituresAmt |
| Administrative Expenses | $7,308 | AdministrativeExpensesAmt |
| End Year Balance | $1,815,339 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,759,393 | BeginningYearBalanceAmt |
| Contributions | $183 | ContributionsAmt |
| Investment Earnings Or Losses | $254,814 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51,469 | OtherExpendituresAmt |
| Administrative Expenses | $11,836 | AdministrativeExpensesAmt |
| End Year Balance | $1,951,085 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $777,519 | OtherCostOrOtherBasisAmt |
| Book Value | $777,519 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $73,166,196 | OtherCostOrOtherBasisAmt |
| Depreciation | $38,062,742 | DepreciationAmt |
| Book Value | $35,103,454 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $33,183,997 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,450,173 | DepreciationAmt |
| Book Value | $9,733,824 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,496,445 | OtherCostOrOtherBasisAmt |
| Depreciation | $624,929 | DepreciationAmt |
| Book Value | $1,871,516 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $47,486,313 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE FEES AND DEPOSITS | $11,997,725 |
| CHARITABLE GIFT ANNUITY OBLIGATIONS | $28,091 |
| RESIDENT SECURITY DEPOSITS | $494,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $12,520,322 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $27,025,277 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $777,596 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$236,466 | OtherRevenueAmt |
| Revenue Not Reported | $541,130 | RevenueNotReportedAmt |
| Revenue Subtotal | $26,484,147 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$119,025 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$119,025 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $26,365,122 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $26,328,741 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $608,318 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $608,318 | ExpensesNotReportedAmt |
| Expenses Subtotal | $25,720,423 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $340,138 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $340,138 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $26,060,561 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND IS INTENDED TO ASSIST NURSING, PERSONAL CARE AND INDEPENDENT LIVING RESIDENTS WHO ARE NO LONGER ABLE TO AFFORD THEIR OWN CARE. IT IS ALSO USED TO COVER THE DIFFERENCE BETWEEN GOVERNMENT PAYMENTS FOR CARE AND THE COST OF DELIVERING THE CARE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | BENEVOLENT CARE -340,138. CHANGE IN VALUE OF SPLIT INTEREST 103,672. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -29,092. CONVENIENCE STORE PURCHASES -57,709. FUNDRAISING EXPENSES -32,224. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 29,092. CONVENIENCE STORE PURCHASES 57,709. FUNDRAISING EXPENSES 32,224. LOSS ON DEBT REFINANCING 418,455. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENT 70,838. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | BENEVOLENT CARE NETTED AGAINST REVENUE 340,138. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CHICKEN BBQ/AUCTION | Event1Nm |
| Gross Receipts Event1 | $36,427 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $16,989 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,438 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $9,163 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $1,350 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $6,748 | OtherDirectExpensesEvent1Amt |
| Event2 | GOOD SAMARITAN DINNER | Event2Nm |
| Gross Receipts Event2 | $25,525 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $23,530 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,995 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $1,995 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $2,500 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $168 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 3 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $30,125 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $26,053 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $4,072 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,640 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $2,288 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $5,372 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $92,077 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $66,572 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $25,505 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,640 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $13,446 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,850 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,288 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $32,224 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$6,719 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| BENEVOLENT CARE - PERSONAL CARE | 7 | $182,835 |
| BENEVOLENT CARE - INDEPENDENT LIVING | 9 | $114,416 |
| BENEVOLENT CARE - NURSING | 1 | $42,887 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RESIDENTS WHO NEED FINANCIAL ASSISTANCE SUBMIT AN APPLICATION TO THE FINANCE OFFICE. FINANCIAL INFORMATION OF THE RESIDENT IS REVIEWED AND CONFIRMED. BASED UPON THE INFORMATION SUBMITTED, THE ADMINISTRATOR THEN MAKES A DECISION AS TO WHETHER FINANCIAL ASSISTANCE WILL BE PROVIDED. THE ADMINISTRATOR PROVIDES INFORMATION TO THE FINANCE COMMITTEE OF THE BOARD WITH RESPECT TO THE TOTAL ASSISTANCE THAT HAS BEEN AWARDED. THE RESIDENTS WHO RECEIVE THE BENEVOLENT CARE REMAIN ANONYMOUS TO THE FINANCE COMMITTEE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY SHIREMAN | ||||||||||||||
| PRESIDENT/CEO | $221,790 | $0 | $0 | $0 | $0 | $0 | $42,147 | $0 | $13,437 | $0 | $277,374 | $0 | $0 | $0 |
| HENRY BRUBAKER | ||||||||||||||
| VP FINANCE/CFO | $139,428 | $0 | $0 | $0 | $0 | $0 | $15,572 | $0 | $13,747 | $0 | $168,747 | $0 | $0 | $0 |
| JENNIFER GINDER | ||||||||||||||
| VP HEALTH SERVICES | $151,039 | $0 | $0 | $0 | $0 | $0 | $12,565 | $0 | $2,021 | $0 | $165,625 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST CORNWALL TWP MUNICIPAL AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 251640412 | BondIssuerEIN |
| CUSIP | 95235TAT0 | CUSIPNum |
| Bond Issued | 2021-03-30 | BondIssuedDt |
| Issue Price | $41,260,503 | IssuePriceAmt |
| Purpose | SEE PART VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $41,260,503 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $495,063 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $1,854,708 | CapitalExpendituresAmt |
| Other Spent Proceeds | $19,202,492 | OtherSpentProceedsAmt |
| Unspent | $19,708,240 | UnspentAmt |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | 0 | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | Yes (1) | AnyResearchAgreementsInd |
| Engage Bond Counsel Research | Yes (1) | EngageBondCounselResearchInd |
| Private Bus Use By Others | 0.02400 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.02400 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, LINE A, COLUMN F | FormAndLineReferenceDesc |
| Explanation | (A) THE CURRENT REFUNDING OF (1) THE AUTHORITY'S SENIOR LIVING FACILITY REVENUE BONDS (LEBANON VALLEY BRETHREN HOME PROJECT), SERIES OF 2006; (2) THE AUTHORITY'S REVENUE NOTE, (LEBANON VALLEY BRETHREN HOME PROJECT) SERIES B OF 2015, AS AMENDED AND SUPPLEMENTED; (3) THE AUTHORITY'S REVENUE NOTE, (LEBANON VALLEY BRETHREN HOME PROJECT) SERIES OF 2016, AS AMENDED AND SUPPLEMENTED AND (4) (AN OUTSTANDING CONSTRUCTION LOAN INCURRED BY THE CORPORATION ; (B) THE DESIGN, ACQUISITION, CONSTRUCTION, INSTALLATION AND EQUIPPING OF (1) ELEVEN TOWNHOMES AND COTTAGES; (2) TWENTY-FOUR HYBRID APARTMENTS; AND (3) A CLUBHOUSE CONTAINING SOCIAL ACTIVITIES SPACE AND A KITCHEN TO SERVE THE NEW RESIDENTIAL UNITS;AND (4) AN OUTSTANDING CONSTRUCTION LOAN; AND (C) THE PAYMENT OF CERTAIN OF THE COSTS AND EXPENSES INCURRED IN CONNECTION WITH THE ISSUANCE OF THE BONDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | BEFORE IT IS SUBMITTED TO THE IRS, FORM 990 WILL BE REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD AT EITHER A REGULARLY SCHEDULED MEETING OR A SPECIALLY CALLED MEETING. THE REVIEW WILL BE CONDUCTED BY THE CEO AND THE CFO. THE REVIEW USUALLY CONSISTS OF LINE BY LINE ASSESSMENT AND DISCUSSION OF ALL RELEVANT SECTIONS AND LINE ITEMS. THE ENTIRE BOARD THEN RECEIVES A COPY OF THE FINAL 990 BEFORE IT IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST STATEMENTS, REQUIRED ANNUALLY OF GOVERNING BODY MEMBERS, OFFICERS AND KEY EMPLOYEES, ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER. GOVERNING BODY MEMBERS AND KEY EMPLOYEES ARE EXPECTED TO DIVULGE ANY POTENTIAL CONFLICT OF INTEREST THEY MIGHT HAVE IN A GIVEN TRANSACTION, NOTIFY THE DECISION-MAKERS INVOLVED IN THAT TRANSACTION, AND REMOVE THEMSELVES FROM ANY DECISION-MAKING ROLE IN THE TRANSACTION. DETERMINATION OF CONFLICTS ON THE LEVEL OF THE GOVERNING BODY WILL BE MADE BY THE GOVERNING BODY. DETERMINATION OF CONFLICTS ON THE LEVEL OF KEY EMPLOYEE WILL BE DETERMINED BY THE CEO, OR IF THE CEO IS INVOLVED IN THE CONFLICT, THROUGH AN ANONYMOUS HOTLINE TO THE CORPORATE COMPLIANCE OFFICER, WHO HAS DIRECT REPORTING ACCESS TO THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS USES A CEO EVALUATION TOOL THAT IS COMPLETED BY BOARD MEMBERS AND GATHERS OTHER FEEDBACK RELATIVE TO THE PERFORMANCE OF THE CEO. THE COLLECTED INFORMATION IS CONSIDERED BY THE BOARD'S EXECUTIVE COMMITTEE. REPRESENTATIVES FROM THE EXECUTIVE COMMITTEE REVIEW THE RESULTS WITH THE CEO. THE LEADINGAGE PA ANNUAL WAGE SURVEY IS USED FOR DETERMINING COMPARABLE SALARIES FOR THE EXECUTIVE MANAGEMENT. SALARIES OF SIMILAR POSITIONS LOCATED IN CENTRAL PENNSYLVANIA ARE USED AS A FAIR VALUE COMPARISON. THE ENTIRE PROCESS ALONG WITH ANY COMPARABLE DATA USED IN SETTING COMPENSATION LEVELS IS RECORDED IN THE MINUTES OF THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. ADDITIONALLY, AUDITED FINANCIAL STATEMENTS ARE AVAILABLE WITH THE ANNUAL DISCLOSURE STATEMENT REQUIRED BY THE PENNSYLVANIA DEPARTMENT OF INSURANCE, ALSO AVAILABLE UPON REQUEST BY ANY MEMBER OF THE PUBLIC. THE DISCLOSURE STATEMENT IS ALSO MADE AVAILABLE TO ALL CURRENT LVBH COMMUNITY RESIDENTS IN THE COMMUNITY CENTER READING ROOM, AND TO ALL INCOMING RESIDENTIAL LIVING RESIDENTS AS THEY ARE MOVING INTO THE COMMUNITY. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 103,672. LOSS ON DEBT REFINANCING -418,455. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENT -70,838. |
| FORM 990, PART XI, LINE 2C: | THE PROCESSES USED BY THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S AUDITED FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PRIOR YEAR. |
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