2021-11-08T17:21:42-06:00 2020-12-31 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2020-01-01 231381404 PHI PHI 7175028840 ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 170198522 DYAN MCALISTER SENIOR VICE-PRESIDENT/CFO 7175028840 2021-11-01 1 DYAN MCALISTER XXX-XX-XXXX KERRI N BOGDA CPA P00760402 7177404863 X 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z PRESBYTERIAN SENIOR LIVING JAMES BERNARDO ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 170198522 20595335 0 3292 X WWW.PRESBYTERIANSENIORLIVING.ORG X 1997 PA GUIDED BY THE LIFE AND TEACHINGS OF JESUS, THE MISSION OF PRESBYTERIAN SENIOR LIVING IS TO PROVIDE COMPASSIONATE, VIBRANT AND SUPPORTIVE COMMUNITIES AND SERVICES TO PROMOTE WHOLENESS OF BODY, MIND AND SPIRIT. 14 14 159 14 114560 0 323699 255601 21091103 19131497 1218233 1169372 0 38865 22633035 20595335 0 0 0 0 15057569 15275641 0 0 829501 8806083 10692619 23863652 25968260 -1230617 -5372925 55902663 58501596 76747462 81537626 -20844799 -23036030 X PROVIDE MANAGEMENT SUPPORT SERVICES FOR AFFILIATES, WHICH INCLUDE NURSING HOMES, ASSISTED LIVING FACILITIES, CONTINUING CARE RETIREMENT COMMUNITIES AND LOW INCOME HOUSING FACILITIES, ALLOWING THEM TO FOCUS ON QUALITY OF CARE FOR THE RESIDENTS. THESE MANAGEMENT SERVICES INCLUDE INTERCOMPANY LOANS AND FUNDRAISING EXPENSES FOR ITS SUBSIDIARIES. (50 SUBSIDIARIES) 0 0 10014883 0 19016937 THE ORGANIZATION CONSIDERS ITS PRIMARY PROGRAM TO BE GENERAL AND ADMINISTRATIVE IN NATURE. PHI D.B.A. PRESBYTERIAN SENIOR LIVING PROVIDES MANAGEMENT SUPPORT SERVICES FOR NURSING HOMES, ASSISTED LIVING FACILITIES, CONTINUING CARE RETIREMENT COMMUNITIES, AND LOW INCOME HOUSING FACILITIES. THESE MANAGEMENT SERVICES INCLUDE FUNDRAISING FOR THE SUBSIDIARIES. 10014883 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 0 0 1 0 0 159 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 PA X DYAN MCALISTER SENIOR VICE-PRESIDE 7175028840 ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 ALF HALVORSON PSL BOARD MEMBER 1.00 4.00 X 0 0 0 ANN FEDORCHAK PSL&PIMS BRD;PSL HSG MGMT&SVC VC 1.00 4.00 X 0 0 0 ANNE DRENNAN PSL & PIMS VICE CHAIR 1.00 4.00 X X 0 0 0 CHARLES ALEXANDER PSL BOARD MEMBER 1.00 4.00 X 0 0 0 GEORGE GLEN PSL, HSG MGMT, PSL SVC BOARD MBR 1.00 4.00 X 0 0 0 JENNIFER SHROPSHIRE PSL BRD & CATHEDRAL VILL. VICE CHAIR 1.00 4.00 X 0 0 0 ROBYN STONE PSL BOARD MEMBER 1.00 4.00 X 0 0 0 SHARON KELLY PSL CHAIR,PSL SVC & PSL HSG MGMT BRD 1.00 4.00 X X 0 0 0 STUART PAXTON PSL & PIMS BOARD MEMBER 1.00 4.00 X 0 0 0 SUSAN REIMANN PSL BOARD MEMBER 1.00 4.00 X 0 0 0 TERRY GOLDSTEIN PSL BRD & PRES HOMES HUNT VICE CHAIR 1.00 4.00 X 0 0 0 THOMAS BEAVER III PSL & LONG BOARD MEMBER 1.00 4.00 X 0 0 0 THOMAS PAISLEY PSL BOARD MEMBER 1.00 4.00 X 0 0 0 TRACEY GLENN PSL BOARD MEMBER 1.00 4.00 X 0 0 0 BEVERLY WICKLINE BOARD SECRETARY & EXEC. ADMIN. ASSIST. 0.00 40.00 X 58249 0 6786 DYAN MCALISTER ASSIST. TREASURER & SENIOR VP/CFO 0.00 40.00 X 195691 0 17808 JAMES BERNARDO BOARD PRESIDENT & CEO 0.00 40.00 X 553528 0 16198 JEFFREY J DAVIS TREAS., SR VP & CFO (TIL NOV. '20) 0.00 40.00 X 643243 0 60782 MARYANNE ADAMCZYK ASSIST. SEC. & SR. VP CORP RELATIONS 0.00 40.00 X 223932 0 15297 CYNTHIA FOX SENIOR VP OF HUMAN RESOURCES 0.00 40.00 X 194021 0 15034 DAN DAVIS JR SENIOR VP OF OPERATIONS & COO 0.00 40.00 X 300305 0 18507 DANIEL KRIEGER VP OF VALUE BASED INCENTIVES & CCO 0.00 40.00 X 172278 0 7253 DEBORAH BAREFOOT REGIONAL VP DIRECTOR OF OPERATIONS 0.00 40.00 X 209472 0 7486 DIANE BURFIENDT SENIOR VP OF STRATEGY & INNOVATION 0.00 40.00 X 205522 0 15170 KATHERINE HERSHEY REGIONAL VP OF OPERATIONS 0.00 40.00 X 191076 0 15522 KRISTIN HAMBLETON VP OF SALES AND MARKETING 0.00 40.00 X 176227 0 10799 LAURA KOHLER VP OF CLINICAL EXCELLENCE 0.00 40.00 X 212643 0 10994 ROBERT JONES VP OF PLANT OPERATIONS & ASSETS 0.00 40.00 X 166762 0 17570 BRIAN PARKS SENIOR EXECUTIVE DIRECTOR 0.00 40.00 X 161585 0 17586 CHARLES GERGITS EXECUTIVE DIRECTOR 0.00 40.00 X 158716 0 17594 PETER DABBENIGNO EXECUTIVE DIRECTOR 0.00 40.00 X 176673 0 1203 STEPHEN PROCTOR FORMER PRES. & CEO (TERM. JUNE '19) 0.00 0.00 X 178955 0 0 4178878 0 271589 47 1 1 0 0 255601 46346 255601 MANAGEMENT FEE INCOME 561000 19016937 19016937 SERVICE AGREEMENT INCOME 541200 114560 114560 19131497 1166872 1166872 20 20 37008 0 37008 37008 37008 2500 0 2500 2500 2500 UNEMPLOYMENT CREDITS 900099 1570 1570 POSTAGE REVENUE 900099 258 258 VENDING MACHINE 900099 9 9 1837 20595335 19016937 114560 1208237 3712847 1569132 2025622 118093 9390786 3968757 5123341 298688 178386 79492 93967 4927 1016441 466184 523397 26860 977181 469686 479369 28126 717079 703311 13768 248534 243762 4772 1677895 644595 912382 120918 109545 30787 78758 3287643 64285 3169787 53571 2066252 599420 1429433 37399 1046991 177080 845229 24682 133716 57449 54846 21421 41238 7399 32828 1011 215341 68483 139960 6898 260377 46477 207521 6379 97794 28370 67654 1770 FEES, DUES, PERMITS 560014 560014 SPECIAL EVENTS 78944 78944 CENSUS RECOGNITION 64843 64843 TRAINING & DEVELOPMENT 43235 43235 43178 43178 25968260 10014883 15123876 829501 1044 1064 113073 78940 46838168 51420221 409725 457707 5395844 5261743 194651 134101 1440835 1226715 6905167 5182848 55902663 58501596 4635624 2585257 5000000 5000000 4433317 6505483 62678521 67446886 76747462 81537626 X -21697211 -24074753 852412 1038723 -20844799 -23036030 55902663 58501596 X -5372925 -214120 3395814 X 0 1 X 1 0 X 178234 288909 473150 323699 255601 1519593 20030416 20869232 19855078 21091103 19016937 100862766 20208650 21158141 20328228 21414802 19272538 102382359 26228 34963 59708 17500 138399 0 26228 34963 59708 17500 138399 102243960 729611 925000 1038000 1201095 1203900 5097606 729611 925000 1038000 1201095 1203900 5097606 1837 1837 20938261 22083141 21366228 22615897 20478275 107481802 0.95130 0.95620 0.04740 0.04270 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: POSTAGE REVENUE - 2020 AMOUNT: $ 258. VENDING MACHINE - 2020 AMOUNT: $ 9. UNEMPLOYMENT CREDITS - 2020 AMOUNT: $ 1,570. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 189640 189640 -118038 493772 -611810 5324242 4767971 556271 134101 ASSETS HELD FOR SALE 2100000 ASSETS UNDER CAPITAL LEASE 33104 ASSETS UNDER OPERATING LEASE 3049744 5182848 ANNUITIES PAYABLE 407105 DUE TO AFFILIATES 63955914 CAPITAL LEASES 34123 OPERATING LEASES 3049744 67446886 23776929 -214220 3395814 3181594 20595335 0 20595335 25968260 0 25968260 0 25968260 PART XI, LINE 2D - OTHER ADJUSTMENTS: NET ASSET TRANSFER 3,325,994. EQUITY FROM LIMITED TAX PARTNER 60,929. CHANGE IN VALUE OF ANNUITY 8,891. X X X 1 1 0 1 1 1 1 0 0 JEFFREY J DAVIS TREAS., SR VP & CFO (TIL NOV. '20) 285944 0 6419 0 350880 0 46188 0 14594 0 704025 0 0 0 JAMES BERNARDO BOARD PRESIDENT & CEO 530793 0 10764 0 11971 0 0 0 16198 0 569726 0 0 0 DAN DAVIS JR SENIOR VP OF OPERATIONS & COO 292709 0 5384 0 2212 0 0 0 18507 0 318812 0 0 0 MARYANNE ADAMCZYK ASSIST. SEC. & SR. VP CORP RELATIONS 216398 0 4371 0 3163 0 0 0 15297 0 239229 0 0 0 LAURA KOHLER VP OF CLINICAL EXCELLENCE 211942 0 0 0 701 0 0 0 10994 0 223637 0 0 0 DIANE BURFIENDT SENIOR VP OF STRATEGY & INNOVATION 198427 0 4012 0 3083 0 0 0 15170 0 220692 0 0 0 DEBORAH BAREFOOT REGIONAL VP DIRECTOR OF OPERATIONS 200009 0 3806 0 5657 0 0 0 7486 0 216958 0 0 0 DYAN MCALISTER ASSIST. TREASURER & SENIOR VP/CFO 191464 0 3606 0 621 0 0 0 17808 0 213499 0 0 0 CYNTHIA FOX SENIOR VP OF HUMAN RESOURCES 183813 0 8519 0 1689 0 0 0 15034 0 209055 0 0 0 KATHERINE HERSHEY REGIONAL VP OF OPERATIONS 186749 0 2457 0 1870 0 0 0 15522 0 206598 0 0 0 KRISTIN HAMBLETON VP OF SALES AND MARKETING 175002 0 0 0 1225 0 0 0 10799 0 187026 0 0 0 ROBERT JONES VP OF PLANT OPERATIONS & ASSETS 155146 0 3225 0 8391 0 0 0 17570 0 184332 0 0 0 DANIEL KRIEGER VP OF VALUE BASED INCENTIVES & CCO 168060 0 3416 0 802 0 0 0 7253 0 179531 0 0 0 BRIAN PARKS SENIOR EXECUTIVE DIRECTOR 160447 0 624 0 514 0 0 0 17586 0 179171 0 0 0 STEPHEN PROCTOR FORMER PRES. & CEO (TERM. JUNE '19) 0 0 0 0 178955 0 0 0 0 0 178955 0 0 0 PETER DABBENIGNO EXECUTIVE DIRECTOR 164385 0 8058 0 4230 0 0 0 1203 0 177876 0 0 0 CHARLES GERGITS EXECUTIVE DIRECTOR 158198 0 0 0 518 0 0 0 17594 0 176310 0 0 0 BEVERLY WICKLINE BOARD SECRETARY & EXEC. ADMIN. ASSIS 56863 0 1035 0 351 0 0 0 6786 0 65035 0 0 0 PART I, LINE 3 EACH YEAR, SALARIES FOR EXECUTIVES ARE DETERMINED BASED ON COMPARATIVE DATA FOR LEADING AGE'S SPONSORED SALARY SURVEY CALLED CEMO LEADERSHIP COMPENSATION SURVEY. THESE SALARIES ARE THEN APPROVED BY THE BOARD OF DIRECTORS. FOR HIGHEST PAID EMPLOYEES, SALARIES ARE SET DURING THE YEARLY BUDGET PROCESS BY THE EXECUTIVE DIRECTORS OF EACH FACILITY IN CONJUNCTION WITH THE CONTROLLER AND CHIEF FINANCIAL OFFICER. THESE WAGES ARE ALSO COMPARED TO MARKET STUDIES AND ARE APPROVED IN TOTAL BY THE BOARD. PART I, LINES 4A-B JEFFREY DAVIS, FORMER TREASURER AND SENIOR VICE-PRESIDENT & CFO, RECEIVED SEVERANCE DURING THE YEAR IN THE AMOUNT OF $337,718. STEPHEN PROCTOR, FORMER PRESIDENT & CEO, PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN AND RECEIVED $178,955 DURING THE YEAR AS SHOWN IN COLUMN (III). PART I, LINE 5 EXECUTIVE STAFF ARE GIVEN AN INCENTIVE PLAN BASED ON FINANCIAL GOALS, GROWTH AND DEVELOPMENT GOALS, AS WELL AS QUALITY AND RESIDENT AND EMPLOYEE SATISFACTION GOALS. THESE GOALS NEED TO BE MET NOT ONLY AT THE CORPORATE LEVEL, BUT ALSO AT A PERCENTAGE OF THE RELATED ORGANIZATIONS. PRESBYTERIAN SENIOR LIVING MUST MEET OPERATING MARGIN TARGETS WHICH EXCEED PLAN IN TOTAL AT BOTH THE CORPORATE LEVEL AND AT A MAJORITY OF THE FACILITIES. PART I, LINE 6 EXECUTIVE STAFF ARE GIVEN AN INCENTIVE PLAN BASED ON FINANCIAL GOALS, GROWTH AND DEVELOPMENT GOALS, AS WELL AS QUALITY AND RESIDENT AND EMPLOYEE SATISFACTION GOALS. THESE GOALS NEED TO BE MET NOT ONLY AT THE CORPORATE LEVEL, BUT ALSO AT A PERCENTAGE OF THE RELATED ORGANIZATIONS. PRESBYTERIAN SENIOR LIVING MUST MEET OPERATING MARGIN TARGETS WHICH EXCEED PLAN IN TOTAL AT BOTH THE CORPORATE LEVEL AND AT A MAJORITY OF THE FACILITIES. ROBERT HORMELL PSL SVC & PSL HSG MGMT CHAIR; CV, PIMS, PHPH & FIRST NATIONAL BANK BRD MBR 4424094 REPAYMENT OF LOAN BY GROUP MEMBER TO FIRST NATIONAL BANK. 0 ANN FEDORCHAK PSL & PIMS BRD MBR; PSL HSG MGMT & PSL SVC VC & MANAGING DIR. AT NCB 250000 AFFILIATE INVESTED IN ADVANTAGE MISSION DEPOSIT CERTIFICATE HELD AT NATIONAL COOPERATIVE BANK. 0 SUSAN REIMANN PSL BOARD MEMBER & COO OF BOARD OF PENSIONS 14028603 PSL IS A PARTICIPATING MEMBER TO THE BOP MEDICAL PLAN. 0 X PTO 22 46096 COST X COVID SUPPLIES 1 250 COST 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN PART I, COLUMN B REPRESENTS THE TOTAL NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS REVIEWED IN DETAIL BY THE CHIEF FINANCIAL OFFICER AND OTHER TOP EXECUTIVES PRIOR TO THE RETURN'S SUBMISSION TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE THEN REVIEWS THE FORM 990 AND THE BOARD APPROVES VIA EMAIL PRIOR TO THE RETURN'S SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE OFFICERS, DIRECTORS AND KEY EMPLOYEES SIGN A CONFLICT OF INTEREST FORM. THE COMPLIANCE DEPARTMENT ANNUALLY REVIEWS THE CONFLICT OF INTEREST DISCLOSURES REMITTED FROM THE OFFICERS, DIRECTORS AND KEY EMPLOYEES AND UPDATES AND MONITORS ANY CHANGES THAT COULD CAUSE A POTENTIAL CONFLICT OF INTEREST. SHOULD A CONFLICT OF INTEREST ARISE, THE FOLLOWING PROCEDURES ARE FOLLOWED: A. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE PSL GOVERNANCE COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. B. THE CHAIRPERSON OF THE PSL GOVERNANCE COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. C. TO AVOID THE APPEARANCE OF IMPROPRIETY AND TO PROVIDE FOR GREATER TRANSPARENCY, THE ORGANIZATION HAS ADOPTED A GENERAL PROHIBITION ON CONDUCTING BUSINESS WITH ANY ENTITY OR PERSON IN WHOM AN INTERESTED INDIVIDUAL HAS A FINANCIAL INTEREST, AND A GENERAL PROHIBITION ON AN INTERESTED INDIVIDUAL SOLICITING THE ORGANIZATION IF IT WOULD CREATE A POTENTIAL CONFLICT OF INTEREST. D. THE GENERAL PROHIBITION DESCRIBED IN (C) ABOVE SHALL NOT APPLY TO (I) ORDINARY COURSE TRANSACTIONS BETWEEN PSL AND AN INTERESTED INDIVIDUAL SUCH AS PAYMENTS FOR RESIDENT CARE OR CHARITABLE GIFTS: OR (II) INCIDENTAL TRANSACTIONS WHERE THE VALUE OF THE TRANSACTION IS LESS THAN $1,000 ANNUALLY. E. IN ADDITION, THE PSL GOVERNANCE COMMITTEE, WILL ON A CASE BY CASE BASIS, CONSIDER OTHER EXCEPTIONS TO THE GENERAL PROHIBITION DESCRIBED IN (C) ABOVE, BASED ON A "COMPELLING BENEFIT" TO THE ORGANIZATION, BUT ONLY IN THE FOLLOWING CIRCUMSTANCES: I. WHERE THE PSL GOVERNANCE COMMITTEE DETERMINES THERE ARE EXIGENT CIRCUMSTANCES; OR II. WHERE THERE IS A DETERMINATION BY THE PSL GOVERNANCE COMMITTEE THAT THERE IS NO REASONABLE ALTERNATIVE TO TRANSACTING BUSINESS WITH THE INTERESTED INDIVIDUAL, COUPLED WITH A DETERMINATION BY THE PSL GOVERNANCE COMMITTEE THAT THE TRANSACTION IS FAIR, REASONABLE AND IN THE BEST INTERESTS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 EVERY YEAR, SALARIES FOR EXECUTIVES ARE DETERMINED BASED ON COMPARATIVE DATA FROM LEADING AGE'S SPONSORED SALARY SURVEY CALLED CEMO LEADERSHIP COMPENSATION SURVEY. THESE SALARIES ARE THEN APPROVED BY THE BOARD OF DIRECTORS. FOR HIGHEST PAID EMPLOYEES, SALARIES ARE SET DURING THE YEARLY BUDGETING PROCESS BY THE EXECUTIVE DIRECTORS FOR EACH FACILITY IN CONJUNCTION WITH THE VP OF FINANCE AND CHIEF FINANCIAL OFFICER. THESE WAGES ARE ALSO COMPARED TO MARKET STUDIES AND ARE APPROVED, IN TOTAL, BY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 PRESBYTERIAN SENIOR LIVING AND ALL OF ITS AFFILIATES ARE WORKING HARD TO PROMOTE TRANSPARENCY. THEREFORE, CURRENT MONTHLY/QUARTERLY FINANCIAL STATEMENTS ARE POSTED RIGHT ON THE PSL WEBSITE, ALONG WITH CENSUS AND YEAR END AUDIT. ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: NET ASSET TRANSFER 3,325,994. EQUITY FROM LIMITED TAX PARTNER 60,929. CHANGE IN VALUE OF ANNUITY 8,891. ROSS PRESBYTERIAN GP LLC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 352467867 LOW INCOME HOUSING PA -47 23795 PHI WISTERIA COMMONS LLC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 464630922 LOW INCOME HOUSING PA -19 134880 PHI THE SHEPHERDS AT WISTERIA LLC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 300386033 LOW INCOME HOUSING PA -10 173750 PHI WESTMINSTER PLACE AT WINDY HILL VILLAGE II GP LLC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 472992542 LOW INCOME HOUSING PA -37 469109 PHI ACADEMY PLACE GP LLC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 461987895 LOW INCOME HOUSING PA 0 0 PHI GLEN MEADOWS FOUNDATION INC 11630 GLEN ARM ROAD GLEN ARM MD 21057 521990463 FUNDRAISING FOR GLEN MEADOWS RETIREMENT COMMUNITY PA 501(C)(3) LINE 7 PHI DBA PRESBYTERIAN SENIOR LIVING 0 THE LONG HOME ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 231352360 PRIVATE FOUNDATION FOR THE LONG COMMUNITY PA 501(C)(3) PF PHI DBA PRESBYTERIAN SENIOR LIVING 0 PRESBYTERIAN HOMES INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 232941518 CONTINUING CARE PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 GLEN MEADOWS RETIREMENT COMMUNITY 11630 GLEN ARM ROAD GLEN ARM MD 21057 522119125 CONTINUING CARE PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 ACHIEVE SIGNATURE REHAB ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 364599810 THERAPY PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 PHI INVESTMENT MANAGEMENT SERVICES INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 743247363 INVESTMENT SERVICES PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 THE LONG COMMUNITY 200 WEST END AVENUE LANCASTER PA 17603 943446933 ASSISTED LIVING PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 PRESBYTERIAN HOMES IN THE PRESBYTERY OF HUNTINGDON 120 HOLLIDAY HILLS DRIVE HOLLIDAYSBURG PA 16648 231352512 CONTINUING CARE PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 PRES HMS IN THE PRESB OF HNTND FND PO BOX 595 HOLLIDAYSBURG PA 166480595 201195007 FUNDRAISING FOR PRESB HMS IN THE PRESB OF HNTND PA 501(C)(3) LINE 7 PHI DBA PRESBYTERIAN SENIOR LIVING 0 QUINCY RETIREMENT COMMUNITY 6596 ORPHANAGE ROAD QUINCY PA 17247 231173321 CONTINUING CARE PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 PRESBYTERIAN APARTMENTS 322 NORTH SECOND STREET HARRISBURG PA 17101 231660433 LOW INCOME HOUSING PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 GENEVA HOUSE 325 ADAM AVE SCRANTON PA 18503 231883381 LOW INCOME HOUSING PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 PRESBYTERIAN SENIOR LIVING SERVICES INC 11630 GLEN ARM ROAD GLEN ARM PA 21057 522133513 CONTINUING CARE PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 PRESBYTERIAN SENIOR LIVING HOUSING MANAGEMENT CORPORATION ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 800536225 LOW INCOME HOUSING MANAGEMENT SERVICES PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 STADIUM PLACE SENIOR CARE INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 900921005 CONTINUING CARE PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 THE SHEPHERDS IN MONROE COUNTY PO BOX 302 CRESCO PA 18326 232932273 SENIOR HOUSING PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 CATHEDRAL VILLAGE 600 EAST CATHEDRAL ROAD PHILADELPHIA PA 19128 232018005 CONTINUING CARE PA 501(C)(3) LINE 7 PHI DBA PRESBYTERIAN SENIOR LIVING 0 WESTMINSTER PLACE AT WARE SENIOR HOUSING ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 813566337 SENIOR HOUSING PA 501(C)(3) LINE 10 PHI DBA PRESBYTERIAN SENIOR LIVING 0 SCHARTNER HOUSE ASSOCIATES LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 204747882 LOW INCOME HOUSING PA SCHARTNER HOUSE INC RELATED -35 -592 0 1 0.00010 WESTMINSTER PLACE AT PARKESBURG LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 208766428 LOW INCOME HOUSING PA WESTMINSTER PLACE AT PARKESBURG INC RELATED -70 58792 0 1 0.00010 WESTMINSTER PLACE AT WINDY HILL VILLAGE LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 270683872 LOW INCOME HOUSING PA WESTMINSTER PLACE AT WINDY HILL VILLAGE INC RELATED 22 2997248 0 1 0.00010 WESTMINSTER PLACE AT CARROLL VILLAGE LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 270488126 LOW INCOME HOUSING PA WESTMINSTER PLACE AT CARROLL VILLAGE INC RELATED -26 1007639 0 1 0.00010 WESTMINSTER PLACE AT BLOOMSBURG LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 900536078 LOW INCOME HOUSING PA WESTMINSTER PLACE AT BLOOMSBURG GP INC RELATED -30 189652 0 1 0.00010 WESTMINSTER PLACE AT LONG COMMUNITY LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 800536471 LOW INCOME HOUSING PA WESTMINSTER PLACE AT THE LONG COMMUNITY GP INC RELATED -30 1825826 0 1 0.00010 STEWARTSTOWN COURTYARD LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 261577538 LOW INCOME HOUSING PA WESTMINSTER PLACE AT STEWARTSTOWN INC RELATED -44 63084 0 1 0.00010 WESTMINSTER PLACE AT QUINCY VILLAGE LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 273684407 LOW INCOME HOUSING PA WESTMINSTER PLACE AT QUINCY VILLAGE GP INC RELATED -27 224604 0 1 0.00010 SILVER SPRING COURTYARD LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 233022718 LOW INCOME HOUSING PA WESTMINSTER PLACE AT SILVER SPRING COURTYARDS GP INC RELATED -2 266793 0 1 0.00010 SS GARDENS LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 731626571 LOW INCOME HOUSING PA WESTMINSTER PLACE AT SS GARDENS GP INC RELATED -5 -101065 0 1 0.00010 SHREWSBURY COURTYARDS II ASSOCIATES ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 233056691 LOW INCOME HOUSING PA WESTMINSTER PLACE AT SHREWSBURY COURTYARDS II ASSOCIATES GP INC RELATED -1 -130136 0 1 0.00010 SHREWSBURY COURTYARDS ASSOCIATES LIMITED PARTNERSHIP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 251767781 LOW INCOME HOUSING PA WESTMINSTER PLACE AT SHREWSBURY COURTYARD ASSOCIATES GP INC RELATED 504 -142380 0 1 0.50000 S OVERLOOK LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 752991115 LOW INCOME HOUSING PA WESTMINSTER PLACE AT S OVERLOOK GP INC RELATED -12 -369125 0 1 0.00010 STONY BROOK GARDENS LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 203703666 LOW INCOME HOUSING PA WESTMINSTER PLACE AT STONY BROOK GARDENS GP INC RELATED -40 -612848 0 1 0.00010 ROSS PRESBYTERIAN SENIOR HOUSING LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 352467867 LOW INCOME HOUSING PA ROSS PRESBYTERIAN GP LLC RELATED -47 23795 0 1 0.00010 WISTERIA COMMONS SENIOR HOUSING LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 743169417 LOW INCOME HOUSING PA WISTERIA COMMONS LLC RELATED -19 134880 0 1 0.00010 NORTHAMPTON PLACE AT EASTON LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 300750353 LOW INCOME HOUSING PA NORTHAMPTON PLACE AT EASTON GP INC RELATED 0 1 0.00010 WESTMINSTER PLACE AT QUEEN STREET LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 461217566 LOW INCOME HOUSING PA WESTMINSTER PLACE AT QUEEN STREET GP INC RELATED -29 886656 0 1 0.00010 WESTMINSTER PLACE AT WARE PRESBYTERIAN VILLAGE LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 383852987 LOW INCOME HOUSING PA WESTMINSTER PLACE AT WARE PRESBYTERIAN VILLAGE GP RELATED -41 99839 0 1 0.00010 LONG CREST SENIOR HOUSING LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 320446143 LOW INCOME HOUSING PA LONG CREST SENIOR HOUSING GP RELATED -124 1449876 0 1 0.00010 WESTMINSTER PLACE AT WINDY HILL VILLAGE II LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 473008552 LOW INCOME HOUSING PA WESTMINSTER PLACE AT WINDY HILL VILLAGE II GP LLC RELATED -37 469109 0 1 0.00010 WESTMINSTER PLACE AT HUNTINGDON LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 273684236 LOW INCOME HOUSING PA WESTMINSTER PLACE AT HUNTINGDON GP INC RELATED 0 1 0.00010 ACADEMY PLACE SENIOR HOUSING LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 900935098 LOW INCOME HOUSING PA ACADEMY PLACE GP LLC RELATED 0 1 0.00010 OAKS SENIOR COMMUNITY LP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 233018312 LOW INCOME HOUSING PA THE SHEPHERDS IN MONROE COUNTY INC RELATED -11 -512 0 1 0.00020 SCHARTNER HOUSE INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 861161245 LOW INCOME HOUSING PA PHI C -35 -592 1.00000 0 WESTMINSTER PLACE AT PARKESBURG INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 208765826 LOW INCOME HOUSING PA PHI C -70 58792 1.00000 0 WESTMINSTER PLACE AT WINDY HILL VILLAGE INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 800438848 LOW INCOME HOUSING PA PHI C -22 2997248 1.00000 0 WESTMINSTER PLACE AT CARROLL VILLAGE INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 562642596 LOW INCOME HOUSING PA PHI C -26 1007639 1.00000 0 WESTMINSTER PLACE AT BLOOMSBURG GP INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 010945558 LOW INCOME HOUSING PA PHI C -30 189652 1.00000 0 WESTMINSTER PLACE AT STEWARTSTOWN INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 800499627 LOW INCOME HOUSING PA PHI C -44 63084 1.00000 0 WESTMINSTER PLACE AT THE LONG COMMUNITY GP INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 010945563 LOW INCOME HOUSING PA PHI C -30 1825826 1.00000 0 WESTMINSTER PLACE AT QUINCY VILLAGE GP INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 273684321 LOW INCOME HOUSING PA PHI C -27 224604 1.00000 0 WESTMINSTER PLACE AT SILVER SPRING COURTYARDS GP INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 454799705 LOW INCOME HOUSING PA PHI C -2 266793 1.00000 0 WESTMINSTER PLACE AT SS GARDENS GP INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 454806531 LOW INCOME HOUSING PA PHI C -5 -101065 1.00000 0 WESTMINSTER PLACE AT SHREWSBURY COURTYARDS II ASSOCIATES ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 462423186 LOW INCOME HOUSING PA PHI C -1 -130136 1.00000 0 WESTMINSTER PLACE AT SHREWSBURY COURTYARDS ASSOCIATES GP ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 462414824 LOW INCOME HOUSING PA PHI C 504 142380 1.00000 0 WESTMINSTER PLACE AT S OVERLOOK GP INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 462390529 LOW INCOME HOUSING PA PHI C -12 -369125 1.00000 0 WESTMINSTER PLACE AT STONY BROOK GARDENS GP INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 462433909 LOW INCOME HOUSING PA PHI C -40 -612848 1.00000 0 ROSS PRESBYTERIAN GP LLC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 461976623 LOW INCOME HOUSING PA PHI C -47 23795 1.00000 0 THE SHEPHERDS AT WISTERIA LLC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 300386033 LOW INCOME HOUSING PA PHI C -10 173750 1.00000 0 WISTERIA COMMONS LLC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 464630922 LOW INCOME HOUSING PA PHI C -19 134880 1.00000 0 NORTHAMPTON PLACE AT EASTON GP INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 460945632 LOW INCOME HOUSING PA PHI C 1.00000 0 WESTMINSTER PLACE AT QUEEN STREET GP INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 383855437 LOW INCOME HOUSING PA PHI C -29 886656 1.00000 0 WESTMINSTER PLACE AT WARE PRESBYTERIAN VILLAGE GP INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 453537036 LOW INCOME HOUSING PA PHI C -41 99839 1.00000 0 WESTMINSTER PLACE AT HUNTINGDON GP INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 273684149 LOW INCOME HOUSING PA PHI C 1.00000 0 WESTMINSTER PLACE AT WINDY HILL VILLAGE II GP LLC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 472992542 LOW INCOME HOUSING PA PHI C -37 469109 1.00000 0 ACADEMY PLACE GP LLC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 461987895 LOW INCOME HOUSING PA PHI C 1.00000 0 LONG CREST SENIOR HOUSING GP INC ONE TRINITY DRIVE EAST SUITE 201 DILLSBURG PA 17019 471523599 LOW INCOME HOUSING PA PHI C -124 1499876 1.00000 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 WESTMINSTER PLACE AT PARKESBURG LP A 271237 COST SCHARTNER HOUSE ASSOCIATES LP A 106355 COST WESTMINSTER PLACE AT QUINCY VILLAGE LP A 77048 COST WESTMINSTER PLACE AT QUEEN STREET A 69985 COST ROSS PRESBYTERIAN GP A 125940 COST WESTMINSTER PLACE AT WARE PRESBYTERIAN VILLAGE LP A 100763 COST WESTMINSTER PLACE AT WARE SENIOR HOUSING A 51067 COST LONG CREST A 60650 COST WESTMINSTER PLACE AT PARKESBURG LP D 173605 COST PRESBYTERIAN SENIOR LIVING SERVICES INC L 1483109 COST CATHEDRAL VILLAGE L 2552712 COST PRESBYTERIAN SENIOR LIVING HOUSING MANAGEMENT CORPORATION L 180927 COST PRESBYTERIAN HOMES IN THE PRESBYTERY OF HUNTINGDON L 3696695 COST THE LONG HOME L 502741 COST QUINCY RETIREMENT COMMUNITY L 2235294 COST PRESBYTERIAN HOMES INC L 8488166 COST CATHEDRAL VILLAGE O 71242 COST WESTMINSTER PLACE AT QUINCY VILLAGE LP P 62685 COST WESTMINSTER PLACE AT LONG COMMUNITY P 92329 COST CATHEDRAL VILLAGE Q 1039819 COST PHI INVESTMENT MANAGEMENT SERVICES INC Q 268016 COST THE LONG HOME Q 469688 COST QUINCY RETIREMENT COMMUNITY Q 2355928 COST PHI INVESTMENT MANAGEMENT SERVICES INC R 3982118 COST PRESBYTERIAN HOMES IN THE PRESBYTERY OF HUNTINGDON R 8167196 COST LONG CREST R 3384038 COST PRESBYTERIAN HOMES INC R 23361543 COST WESTMINSTER PLACE AT WINDY HILL II S 126240 COST WESTMINSTER PLACE AT WARE SENIOR HOUSING S 170000 COST