2021-05-14T15:50:16-05:00 2020-06-30 390859910 Baker Tilly US LLP 1570 Fruitville Pike Suite 400 Lancaster PA 17601 990 2019-07-01 231314352 Quarryville Presbyterian Retirement Community QUAR 7177867321 625 Robert Fulton Highway Quarryville PA 175661400 Diane E Aston CFO 7177867321 2021-05-14 1 Kerri N Bogda CPA P00760402 7177404863 2019 2022-09-23 18:48:47Z Robert B Hayward Jr 625 Robert Fulton Highway Quarryville PA 175661400 30798079 0 X www.quarryville.com X 1948 PA To provide for the spiritual, physical, emotional, and social needs of our residents. 13 11 510 133 141167 -31793 129409 618788 25004990 25322887 125572 193860 224566 230382 25484537 26365917 767149 1014361 0 0 14796874 15424961 0 0 0 11310966 11275653 26874989 27714975 -1390452 -1349058 64381469 65015930 54888118 58306041 9493351 6709889 X To provide for the spiritual, physical, emotional, and social needs of our residents through high-quality facilities, services, and personal care in a manner faithful to the Bible and honoring our Lord, Jesus Christ. 0 0 10755720 0 11611838 Our goal at Quarryville is to provide for the spiritual, physical, emotional, and social needs of our residents through high-quality facilities, services, and personal care. In our skilled care center, we provide superb medical staff, backed by carefully trained caregivers and rehabilitation therapists, who are ready to serve our residents. For those who need memory care support, we offer secure residences, staffed by dementia-certified, licensed teams.During the fiscal year, 226 individuals were served. As of 6/30/20, there were 80 residents receiving skilled care services and we provided $3,011,291 worth of unreimbursed care to medical assistance residents as part of our charitable mission. We received 5,857 hours of service from 133 volunteers throughout our community. 8774857 37976 6661497 At Quarryville our independent living residents can set aside the worldly cares of maintaining a house while living in the security of a respected Continuing Care Retirement Community. There are all the clubs, activities, spiritual, wellness, and learning opportunities a resident could want along with all the conveniences of a small town. In addition, residents have the security of knowing therapies, personal care, and skilled care are available if needed. Quarryville has embarked on a major residential living expansion, and continues to add new cottages and amenities. During the fiscal year, 308 individuals were served. As of 6/30/2020, there were 278 residents occupying residential apartments and cottages and we provided $37,976 worth of financial assistance to residents who have run short on resources. 4543085 966363 5497167 In our personal care center, Quarryville provides assistance with the tasks of daily living under the 24 hour supervision of a licensed practical nurse. In addition, there are social and recreational events, wellness, spiritual and educational programs available and we offer our residents the convenience of a beauty shop, convenience store, bank, transportation services, and guest rooms for families, all within our campus. Our goal is to help each resident live as independently as possible. For those who need memory care support, we offer secure residences, staffed by dementia-certified, licenced teams.During the fiscal year, 97 individuals were served. As of 6/30/2020, there were 67 residents occupying personal care apartments provided. We provided $966,363 worth of financial assistance to residents who have run short of resources. 502193 10022 361080 Great Rock Home Care provides services to both our retirement community residents and residents of the greater Quarryville community. 502193 10022 361080 24575855 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 91 0 510 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 11 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 PA X Diane E Aston VPCFO 7177867321 625 Robert Fulton Highway Quarryville PA 175661400 Robert Hayward Jr President, CEO 40.00 X X 281439 0 46411 Diane Aston VP/CFO 40.00 X 174716 0 18168 Joel Clausen VP Healthcare (resigned 9/19) 40.00 X 143106 0 30218 Deborah Allred Director of Nursing 40.00 X 114051 0 17315 Lawrence Roff Chaplain (resigned 9/19) 40.00 X 50088 0 38131 Michelle Schlegelmilch VP of Healthcare(As of 11/19) 40.00 X 20845 0 0 John MacRae Chaplain(as of 9/30/19) 40.00 X 8637 0 8335 Bruce Peters Chairman 1.00 X X 10538 0 0 Andrew Fiol Board Member 1.00 X 0 0 0 Bryan Klazinga Board Member 1.00 X 0 0 0 David Schempp Board Member 1.00 X 0 0 0 Dr Charles Hartzell Secretary 1.00 X X 0 0 0 Dr Guy Richardson Vice-Chairman 1.00 X X 0 0 0 Dr Guy Webster Board Member 1.00 X 0 0 0 Dr Jonathan Sneller Board Member 1.00 X 0 0 0 Eric Youngdale Board Member 1.00 X 0 0 0 George Mackenzie Jr Board Member 1.00 X 0 0 0 Mark Van Gilst Board Member 1.00 X 0 0 0 Thomas Harr Board Member 1.00 X 0 0 0 803420 0 158578 4 0 1 0 B K Campbell Enterprises Inc 1771 Limestone Road Cochranville PA 19330 Construction Services 1524645 Select Rehabilitation Inc PO Box 809056 Chicago IL 606809056 Therapy Services 872224 Paul Risk Associates inc 11 West State Street Quarryville PA 17566 Construction Services 307817 Trago Mechanical 5 W Wynwood Dr Willow Street PA 175849486 HVAC Service 251956 Nickel Mine Floor Covering Inc 349 Buck Road Quarryville PA 175660000 Flooring Contractor 202825 6 512297 106491 2099 618788 Skilled Care Services 623000 11615213 11611838 3375 Residential Living Svc 623000 7849427 6661497 1187930 Personal Care Services 623000 5497167 5497167 Home Care Services 623000 361080 361080 25322887 142451 142451 175345 142901 32444 32444 32444 4276743 10944 4209051 27227 67692 -16283 51409 205 51204 1350 0 1350 1350 96443 52983 43460 43460 Farm Operation 110000 140962 140962 Sale of Trees 900099 5731 5731 Postage Income 900099 3356 3356 3079 3079 153128 26365917 24131582 141167 1474380 10022 10022 1004339 1004339 979420 430742 548678 10287578 9356890 930688 288777 88601 200176 2977621 2795090 182531 891565 804667 86898 34153 34153 139224 7500 131724 1643 1643 61201 61201 1367387 1322751 44636 156033 155584 449 2433953 2275184 158769 3541 2633 908 1676616 1670368 6248 29073 25509 3564 12442 8763 3679 19747 19747 3962549 3707502 255047 120623 97935 22688 Other Operational Exp. 519621 187944 331677 Med Supplies/svc 410502 410502 NH Assessment tax 193582 193582 Farm Expenses 133763 133763 27714975 24575855 3139120 0 715209 1065235 489395 3039216 2536270 1357082 73063 82696 534306 581187 115103100 62323094 53049760 52780006 5757014 4850091 1088701 1120215 137751 140202 64381469 65015930 3865002 3263107 18836260 19469725 19477000 18564583 39488 34453 2036800 5374671 110659 108556 10522909 11490946 54888118 58306041 X 9427743 6690750 65608 19139 9493351 6709889 64381469 65015930 X -1349058 -41922 -1392482 X 0 1 X 1 0 X 31963 53288 135001 129409 618788 968449 21868568 22654763 23039143 23566083 24131582 115260139 1277828 1334524 1302881 1512130 1287748 6715111 23178359 24042575 24477025 25207622 26038118 122943699 3725 22850 11525 81500 57600 177200 0 3725 22850 11525 81500 57600 177200 122766499 362731 333001 364270 329860 317796 1707658 362731 333001 364270 329860 317796 1707658 5574 62132 5665 6585 13516 93472 23546664 24437708 24846960 25544067 26369430 124744829 0.98410 0.98380 0.01370 0.01440 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income - 2015 Amount: $ 2,988. 2016 Amount: $ 4,028. 2017 Amount: $ 2,688. 2018 Amount: $ 3,371. 2019 Amount: $ 8,810. Postage - 2015 Amount: $ 2,586. 2016 Amount: $ 3,104. 2017 Amount: $ 2,977. 2018 Amount: $ 3,214. 2019 Amount: $ 3,356. Right-of-Way Payment - 2016 Amount: $ 55,000. Non-charitable Fundraising Income - 2019 Amount: $ 1,350. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1643 1643 0 Part II-B, Line 1: The organization pays dues to a member organization dedicated to issues involving continuing care facilities and help and support for the elderly. The percentage of dues dedicated to lobbying is 7.3%. The organization paid $22,513 in dues for a total of $1,643 dues allocated to lobbying. 0 1 X 12254 6 12260 12248 6 12254 12241 7 12248 12235 6 12241 12230 5 12235 0.00000 0.81570 0.18430 0 0 451441 975390 1426831 1497789 49096814 23473385 27121218 140469 21166967 14116819 7190617 429397 41344833 24732890 17041340 52780006 Liabilities to Residents 5441563 Accrued Pension Liability 6049383 11490946 24061857 -41922 -2458022 -2499944 26561801 -195884 -195884 26365917 26845319 195884 195884 26649435 1065540 1065540 27714975 Part IV, Line 2b: The funds held belong to the residents who are not able to manage their own finances. The funds are used to pay for services the organization provides to the resident and also provides the resident with funds for their own personal needs. The resident can request a payment from the account by completing a check request form or can obtain cash by completing a petty cash voucher. The residents receive a monthly statement showing the account activity and balance. Funds are maintained in a separate account earning interest if the balance is over $50. Any balance remaining at death or discharge is returned within 30 days. Part V, Line 4: Endowments Funds are used for nursing scholarships. Part XI, Line 2d - Other Adjustments: Diaconal Support -1,004,339. Minimum Pension Liability Adjustment -1,392,482. Investment Fees -61,201. Part XI, Line 4b - Other Adjustments: Rental Expenses -142,901. Cost of Goods Sold -52,983. Part XII, Line 2d - Other Adjustments: Rental Expenses 142,901. Cost of Goods Sold 52,983. Part XII, Line 4b - Other Adjustments: Diaconal Support 1,004,339. Investment Fees 61,201. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investments 393311 0 0 0 0 0 0 393311 0 393311 0 0 0 0 1 0 Part III Accounting Method: Schedule F, part VI, lines 5 The organization had investments in foreign partnerships but did not meet thresholds for filing Forms 8865. 1 Quarryville Fire Department 217 E State St Quarryville PA 17566 236297242 501(c)(3) 10022 Purchase of equipment 1 0 Charity care is provided to residents of QPRC who have run out of money. 25 0 1004339 Difference between amount charged and amount received as payment Write off of amounts due to QPRC for services rendered to residents who have been approved for charity care. Part I, Line 2: Diaconal support is provided to residents who demonstrate their financial resources have been depleted, they are unable to pay for services rendered, and they are not eligible for third party reimbursement, via a financial assistance application. Personal spending for those who qualify is monitored and services provided by QPRC above the resident's monthly income is written off as charity care. Because the organization provided charity assistance to residents who are unable to pay for these services, it is reported as an expense under assistance to individuals. QPRC provides donations to the local fire department as a way to support the community. The funds are used to purchase equipment. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Robert Hayward Jr President, CEO 272538 0 53 0 8848 0 7000 0 39411 0 327850 0 0 0 Diane Aston VP/CFO 174515 0 53 0 148 0 4454 0 13714 0 192884 0 0 0 Joel Clausen VP Healthcare (resigned 9/19) 143064 0 0 0 42 0 2490 0 27728 0 173324 0 0 0 Part I, Line 1a The Chaplains are provided housing, including utilities, free of charge. The organization conforms to the non-taxable housing allowance guidelines per the IRS' rules and regulations. Note that, while the housing is not taxable for federal tax purposes, it is taxable for Medicare and as such is included in the Chaplain's box 5, w-2 base compensation. The value of the housing allowance is $20,210. In addition, board members who become residents may receive tax gross-up payments to mitigate the tax effect of the entrance fee discounts provided by Quarryville. Former board member Dr. David Weston received a board discount of $7,860 and a tax gross-up payment of $786. Susan Graybill (wife of William Graybill, deceased board member) received a board discount of $12,936 and a tax gross up payment of $1,293. Stephen Phillips, former officer, received a board discount of $4,355. A Quarryville Borough Authority 232325364 2013-09-03 4000000 Project financing 0 0 0 B Paradise Township Sewer Authority 232486384 2015-07-02 7500000 Capital Improvements 0 0 0 A 587655 4000000 50001 3949999 2015 0 0 1 1 B 695969 7500000 71763 4211510 3216727 2016 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 1 0 0 0 0 0 0 1 A 1 B 1 Form 990, Part VI, Section A, line 2 Jonathan Sneller and Andrew Fiol have a family relationship. Form 990, Part VI, Section A, line 8b The committees do not have the authority to act on behalf of the board. All matters are taken to the full board for approval and action. Form 990, Part VI, Section B, line 11b The CFO and CEO will perform the initial review of the form 990. The Form 990 will then be reviewed by the Audit and Finance Committee. Once approved, each member of the governing body will receive a copy of the Form 990 by e-mail prior to filing the return. Form 990, Part VI, Section B, line 12c Each year during annual ethics training all employees are required to sign a code of ethics/conflict of interest statement. All conflict of interest statements are reviewed by human resources. Any disclosures are reviewed by the CFO and the CEO. Reports of ethical issues are reviewed and resolved by the head of the ethics committee and the CEO. The Board of Directors also sign the code of ethics/conflict of interest statement annually. There is a place on the form for the disclosure of relationships, such as through family or business contacts, that could be considered a conflict of interest. In the event a matter involving a potential or actual conflict of interest arises, the party to the conflict shall fully disclose the conflict's nature and extent immediately to the compliance officer who, after making a thorough review of the circumstances, will report to the QPRC Board of Directors who will determine appropriate action to be taken. Form 990, Part VI, Section B, line 15 The officers and key employees' salaries are recommended by the Compensation Committee of the Board of Directors and are approved by the full Board. Salary surveys and Forms 990 of other Not-for-Profits are used for comparative purposes to ensure any compensation decisions are within fair market range for the industry. Deliberations and decisions are documented in the minutes of the Executive Committee. The Finance committee recommends approval of the budget to the full board. The budget includes a maximum percentage increase in salary for all staff, which includes key employees. The job performance of each employee is taken into consideration as part of the performance review process. Form 990, Part VI, Section C, line 19 The form 990 is available on Guidestar and is also available upon request. The Disclosure Statements as required by the Department of Insurance are also available upon request. The organization will make its governing documents and conflict of interest policy available upon request. The organization includes a copy of its financial statements with the state registration filed with the Pennsylvania Department of State, Bureau of Charitable Organizations. These documents are a matter of public record and can be viewed at the bureau office. Form 990, Part XI, line 9: Minimum Pension Liability Adjustment -1,392,482.