2020-10-28T14:07:22-07:00 2019-12-31 990 2019-01-01 231381404 PHI PHI 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 170198522 Jeffrey Davis Senior Vice-President/CFO 7175028840 2020-10-28 209.183.179.5 2019 2021-01-29 14:40:06Z Presbyterian Senior Living James Bernardo One Trinity Drive East Suite 201 Dillsburg PA 17019 22649731 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. 13 13 162 0 227596 0 473150 323699 20172318 21091103 1037480 1218233 0 0 21682948 22633035 0 0 0 0 13743902 15057569 0 0 833221 8401628 8806083 22145530 23863652 -462582 -1230617 51190177 55902663 70605575 76747462 -19415398 -20844799 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 22583803 0 22081740 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. 0 0 0 22583803 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 0 0 1 162 1 1 1 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 PA X Jeff Davis 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 17019 James Bernardo Board President & Chief Executive Office 0 40 X X 390271 0 22948 Stephen Proctor President & Chief Executive Officer 0 40 X X X 387424 0 0 Jeffrey J Davis Board Treasurer & Senior VP and Chief Financial Officer 0 40 X X 309056 0 22657 Dan Davis Jr Senior VP of Operations-Continuing Care Comm 0 40 X 250601 0 17700 MaryAnne Adamczyk Board Assistant Secretary & Sr. VP Corp Relations 0 40 X X 204601 0 19962 Diane Burfiendt VP of Ops-Aff Housing and Pop Hlth 0 40 X 186991 0 17322 Deborah Barefoot Regional Director of Operations 0 40 X 186415 0 6930 Dyan McAlister Board Assistant Treasurer & VP of Finance 0 40 X X 173862 0 17464 Katherine Hershey Executive Director 0 40 X 166354 0 17121 Cynthia Fox VP Human Resources 0 40 X 163603 0 14531 Teresa Buchman VP Extended Care Operations 0 40 X 168258 0 1397 Robert Jones VP of Plant Operations & Assets 0 40 X 152154 0 17028 Mary Ann Poling Executive Director 0 40 X 159440 0 6763 Robert Etchells Area Director 0 40 X 154689 0 1122 Chad Evans Senior Executive Director 0 40 X 154493 0 1190 Victoria Hess VP Of Sales and Marketing 0 40 X X 149799 0 0 Steven Fuller VP Medical Director 0 40 X X 142991 0 3869 Daniel Krieger VP of Value Based Incentives & CCO 0 40 X 120514 0 6631 Kristin Hambleton VP of Sales and Marketing 0 40 X 118149 0 5708 Laura Kohler VP of Clinical Excellence 0 40 X 110147 0 3241 Nancy Deibler Board Secretary & Executive Administrative Assistant 0 40 X X 53677 0 4028 Thomas Paisley PSL Chair 1.0 4 X X 0 0 0 Sharon Kelly PSL Vice Chair; PSL Hsg Mgmt & PSL Svc Board Member 1 4 X X 0 0 0 Thomas Beaver III PSL & Long Board Member 1.0 4.0 X 0 0 0 Charles Alexander PSL Board Member 1 4 X 0 0 0 Anne Drennan PSL Board Member & PIMS Vice Chair 1 4 X X 0 0 0 Ann Fedorchak PSL, PSL Hsg Mgmt, PIMS Board Member; PSL Svcs Vice Chair 1 4 X X 0 0 0 George Glen PSL, Hsg Mgmt, PSL Svc, Quincy Vlg Board Mbr 1 4 X 0 0 0 Terry Goldstein PSL Board Member & Pres Homes in the Pres of Huntingdon Vice Chair 1 4 X X 0 0 0 Alf Halvorson PSL Board Member 1 4 X 0 0 0 Stuart Paxton PSL & PIMS Board Member 1 4 X 0 0 0 Susan Reimann PSL Board Member 1 4 X 0 0 0 Jennifer Shropshire PSL Board Member & Cathedral Village Board Vice Chair 1 4 X X 0 0 0 Robyn Stone PSL Board Member 1 4 X 0 0 0 Robert Hormell PSL Svc Chair; PSL Hsg Mgmt, Pres Homes in the Pres Huntingdon, Cathedral Village & PIMS Board Mbr 0 1 X X 0 0 0 John Fargnoli Hsg Mgmt & PSL Svc Board Mbr 0 1 X 0 0 0 Philip Miller PSL Svcs, PSL Hsg Mgmt Board Mbr & PIMS Chair 0 1 X X 0 0 0 William Moyer PIMS Board Mbr 0 1 X 0 0 0 David Wolff PIMS Board Member 0 1 X 0 0 0 William Scott Cathedral Village Secretary 0 1 X X 0 0 0 William Parham Jr PSL Hsg Mgmt Board Mbr 0 1 X 0 0 0 Karl Fritton Cathedral Village Board Chair 0 1 X X 0 0 0 Edwin Sheffield Cathedral Village Board Assistant Secretary 0 1 X X 0 0 0 Judith Borie Cathedral Village Board Member 0 1 X 0 0 0 Michael Blum Cathedral Village Board Member 0 1 X 0 0 0 John A Bower Jr Cathedral Village Board Member 0 1 X 0 0 0 Randi Carr Cathedral Village Board Member 0 1 X 0 0 0 William Cobb Jr Cathedral Village Board Member 0 1 X 0 0 0 Elizabeth Gemmill Cathedral Village Board Member 0 1 X 0 0 0 Nancy Pegues Presbyterian Senior Living Svc Inc Board Mbr 0 1 X 0 0 0 Jeffrey Goss Long Community Chair 0 1 X X 0 0 0 Gary Martin Long Community Vice Chair 0 1 X X 0 0 0 Lawrence Chottiner Long Community Board Member 0 1 X 0 0 0 Paul Gordon Long Community Board Member 0 1 X 0 0 0 N Anthony Mastropietro Long Community Board Member 0 1 X 0 0 0 J Michael Melbert Long Community Board Member 0 1 X 0 0 0 Michael Oster Long Community Board Member 0 1 X 0 0 0 Daniel Nelson Pres Homes in thr Pres of Huntingdon Board Chair 0 1 X X 0 0 0 Carl Campbell Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 James Huff Pres Homes in the Pres of Huntingdon Board Member 0 1 X 0 0 0 Stephen Huston Pres Homes in the Pres Huntingdon Board Mbr 0 1 X 0 0 0 Joann Kimmel Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Charlene McCartney Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Susan Scott Pres Homes in the Pres of Huntingdon & Cathedral Village Board Member 0 1 X 0 0 0 Kimberly Shockey Quincy Village Board of Directors Chair 0 1 X X 0 0 0 Timothy Baer Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Cherle Carl Quincy Village Board of Director Board Member 0 1 X 0 0 0 Richard Pelletier Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Clifton Rau Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Cheryl Rhodes Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Thomas Salsgiver Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Kathryn Sandifer Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Rodger Savage Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Beverly Shockey Quincy Village Board of Directors Board Member 0 1 X 0 0 0 George Alt Shepherds in Monroe County Board Chair 0 1 X X 0 0 0 Patricia Barber Shepherds in Monroe County Board Member 0 1 X 0 0 0 Janet Goldberg Shepherds in Monroe County Board Member 0 1 X 0 0 0 Carol Mortimer Shepherds in Monroe County Board Member 0 1 X 0 0 0 Mike Reisenwitz Shepherds in Monroe County Board Member 0 1 X 0 0 0 3903489 0 207612 44 1 1 0 0 0 0 0 0 0 323699 460 323699 Management Fee Income 561000 20863507 20863507 0 0 Service Agreement Income 541200 227596 0 227596 0 0 0 0 0 21091103 1201095 1201095 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 33834 0 16696 0 17138 17138 17138 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 22633035 22081740 227596 0 0 0 0 0 0 0 0 0 3231841 3098530 60756 72555 0 0 0 0 8679792 8137612 159561 382619 184128 142891 2802 38435 2140662 2098546 41148 968 821146 777418 15243 28485 0 0 0 0 933971 916010 17961 0 170840 167555 3285 0 0 0 0 0 0 0 0 0 0 0 1746848 1619559 31756 95533 140503 61304 0 79199 1336439 1232827 24173 79439 2084018 2043941 40077 0 0 0 0 0 1034148 1006009 19726 8413 495819 437870 13634 44315 0 0 0 0 120409 115414 2263 2732 397493 389571 7639 283 0 0 0 0 231804 227184 4455 165 111841 109612 2149 80 Contribution Expense 1950 1950 0 0 23863652 22583803 446628 833221 400 0 1245 1044 49200 113073 0 0 0 0 0 0 46436161 46838168 0 0 413150 409725 5289684 5095033 2998172 194651 1111849 1440835 0 0 0 180000 6905167 51190177 55902663 2512177 4635624 0 0 0 0 0 0 0 0 0 0 5000000 5000000 4772612 4433317 58320786 62678521 70605575 76747462 X -19899419 -21697211 484021 852412 -19415398 -20844799 51190177 55902663 X -1230617 84259 0 0 0 -283043 X 0 1 X 1 0 X 332079 178234 288909 473150 323699 1596071 19078618 20030416 20869232 19855078 21091103 100924447 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 19410697 20208650 21158141 20328228 21414802 102520518 0 26228 34963 0 59708 120899 0 0 0 0 0 0 0 26228 34963 0 59708 120899 102399619 677145 729611 925020 1038000 1201095 4570871 0 0 0 0 0 0 677145 729611 925020 1038000 1201095 4570871 0 0 0 0 0 0 0 0 0 0 0 0 20087842 20938261 22083161 21366228 22615897 107091389 0.95619 0.96168 0.04268 0.03773 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 189640 189640 0 0 0 0 0 476197 471186 5011 0 4623847 4623847 0 0 0 0 0 194651 Assets held for Sale 2100000 Assets under Capital Lease 54012 Assets under Operating Lease 3251155 Insurance Claim Deposit 1500000 6905167 Annuities payable 444833 Due to affiliates 58928039 Capital Leases 54494 Operating leases 3251155 62678521 X Schedule D, Part X, Line 2 The Corporation follows the Financial Accounting Standards Board (FASB) accounting standard for accounting for uncertainty in income taxes. This standard clarifies the accounting for uncertainty in income taxes in a company's consolidated financial statements and prescribes a recognition thresholds of more-likely-then-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. The standard also provides guidance on derecognition, classification, interest and penalties, and disclosure. Management has determined that this standard does not have a material impact on the consolidated financial statements. X X X 1 0 0 1 1 1 1 0 0 Stephen Proctor President & Chief Executive Officer 223583 0 0 0 163841 0 0 0 0 0 387424 0 192176 0 James Bernardo Board President & Chief Executive Office 382705 0 0 0 7566 0 7817 0 15131 0 413219 0 0 0 Jeffrey J Davis Board Treasurer & Senior VP and Chief Financial Officer 302467 0 0 0 6589 0 7526 0 15131 0 331713 0 0 0 MaryAnne Adamczyk Board Assistant Secretary & Sr. VP Corp Relations 201651 0 0 0 2950 0 5125 0 14837 0 224563 0 0 0 Dyan McAlister Board Assistant Treasurer & VP of Finance 173325 0 0 0 537 0 0 0 17464 0 191326 0 0 0 Nancy Deibler Board Secretary & Executive Administrative Assistant 50477 0 0 0 3200 0 0 0 4028 0 57705 0 0 0 Dan Davis Jr Senior VP of Operations-Continuing Care Comm 249295 0 0 0 1306 0 0 0 17700 0 268301 0 0 0 Victoria Hess VP Of Sales and Marketing 2287 0 0 0 147512 0 0 0 0 0 149799 0 147512 0 Diane Burfiendt VP of Ops-Aff Housing and Pop Hlth 185155 0 0 0 1836 0 0 0 17322 0 204313 0 0 0 Teresa Buchman VP Extended Care Operations 165176 0 0 0 3082 0 0 0 1397 0 169655 0 0 0 Cynthia Fox VP Human Resources 162113 0 0 0 1490 0 0 0 14531 0 178134 0 0 0 Steven Fuller VP Medical Director 32077 0 0 0 110914 0 0 0 3869 0 146860 0 0 0 Robert Jones VP of Plant Operations & Assets 146653 0 0 0 5501 0 0 0 17028 0 169182 0 0 0 Daniel Krieger VP of Value Based Incentives & CCO 120090 0 0 0 424 0 0 0 6631 0 127145 0 0 0 Laura Kohler VP of Clinical Excellence 100010 0 10000 0 137 0 0 0 3241 0 113388 0 0 0 Kristin Hambleton VP of Sales and Marketing 117566 0 0 0 583 0 0 0 5708 0 123857 0 0 0 Mary Ann Poling Executive Director 158037 0 0 0 1403 0 0 0 6763 0 166203 0 0 0 Deborah Barefoot Regional Director of Operations 180874 0 0 0 5541 0 0 0 6930 0 193345 0 0 0 Katherine Hershey Executive Director 166030 0 0 0 324 0 0 0 17121 0 183475 0 0 0 Robert Etchells Area Director 153365 0 0 0 1324 0 0 0 1122 0 155811 0 0 0 Chad Evans Senior Executive Director 154027 0 0 0 466 0 0 0 1190 0 155683 0 0 0 Schedule J, 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. Schedule J, Part I, Line 4 Steven Fuller received $110,000.02 in severance pay during 2019. Schedule J, Part I, Line 5 Executive staff is 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 margins targets which exceed plan in total at both the corporate and at a majority of the facilities. Schedule J, Part I, Line 6 Executive staff is 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 and at a majority of the facilities. Robert Hormell PSL Svcs Corp Chair and PSL Hsg Mgmt, PHPH, Cathedral Village and First National Bank Board Member 4458522 Repayment of loan by group member to First National Bank 0 Kimberly Shockey Quincy Village Board of Directors Chair and VP at BB&T 1165944 Repayment of loan by group member 0 Ann Fedorchak PSL and PSL Hsg Mgmt Brd Mbr, PSL Svcs Vice-Chair and Managng Director at National Coorporative Bank 250000 Affiliate invested in Advantage Mission Deposit Certificate held at National Cooperative Bank 0 Susan Reimann PSL Board Member and Executive Vice President, COO of Board of Pensions 13233803 PSL is a participating member to the BOP medical plan 0 Form 990, Part VI, Section B, Line 11b A copy of the 990 was provided to the organization's audit committee prior to the submission. It was reviewed in detail prior to submission to the audit committee by the Chief Financial Officer and other top executives. Form 990, Part VI, Section B, Line 12c The compliance department annually reviews the conflict of interest disclosures remitted from the officers, directors, and key employees to update and monitor any changes that could cause a potential conflict of interest. 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 Equity received from limited tax partner $83,886 & Impairment loss ($366,929) Ross Presbyterian GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 352467867 Low income housing PA -38 -197 PHI Wisteria Commons LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 464630922 Low income housing PA -11 -38861 PHI The Shepherds at Wisteria LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 300386033 Low income housing PA -12 173760 PHI Westminster Place at Windy Hill Village II GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 472992542 Low income housing PA -46 302096 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) 7 PHI dba Presbyerian Senior Living 0 The Long Home One Trinity Drive East Suite 201 Dillsburg PA 17019 231352360 Private Foundation of 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) 9 PHI 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) 9 PHI PHI dba Presbyterian Senior Living 0 Achieve Signature Rehab One Trinity Drive East Suite 201 Dillsburg PA 17019 364599810 Therapy PA 501(c)(3) 9 PHI 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) 9 PHI PHI dba Presbyterian Senior Living 0 The Long Community 200 West End Avenue Lancaster PA 17603 943446933 Assisted Living PA 501(c)(3) 9 PHI 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) 9 PHI PHI dba Presbyterian Senior Living 0 Presb 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) 7 PHI PHI dba Presbyterian Senior Living 0 Quincy Retirement Community 6596 Orphanage Road Quincy PA 17247 231173321 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 Presbyterian Apartments 322 North Second Street Harrisburg PA 17101 231660433 Low income housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 Geneva House 325 Adams Ave Scranton PA 18503 231883381 Low income housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 Presbyterian Senior Living Services Inc 11630 Glen Arm Road Glen Arm MD 21057 522133513 Continuing Care PA 501(c)(3) 9 PHI 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) 9 PHI 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) 9 PHI PHI dba Presbyterian Senior Living 0 The Shepherds in Monroe County PO Box 302 Cresco PA 18326 232932273 Senior Housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 Cathedral Village 600 East Cathedral Road Philadelphia PA 19128 232018005 Continuing Care PA 501(c)(3) 7 PHI 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) 9 PHI 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 -549 0 1 0.0001 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 -46 58862 0 1 0.0001 Westminster Place at Windy Hill Village LP I One Trinity Drive East Suite 201 Dillsburg PA 17019 270683872 Low income housing PA Westminster Place at Windy Hill Village Inc Related -23 2997270 0 1 0.0001 Westminster Place at Carroll Village LP I One Trinity Drive East Suite 201 Dillsburg PA 17019 270488126 Low income housing PA Westminster Place at Carroll Village Inc Related -27 1007666 0 1 0.0001 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 -31 189684 0 1 0.0001 Westminster Place at the Long Community LP One Trinity Drive East Suite 201 Dillsburg PA 17019 800536471 Low income housing PA Westimnster Place at the Long Community GP Inc Related -34 1825855 0 1 0.0001 Stewartstown Courtyard LP 145 Pine Grove Circle York PA 17403 261577538 Low income housing PA Westminster Place at Stewartstown Inc Related -40 63128 0 1 0.0001 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 224636 0 1 0.0001 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 -1 266795 0 1 0.0001 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 -11 -101060 0 1 0.0001 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 -3 -125619 0 1 0.0001 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 4 -142886 0 1 0.5 S Overlook LP One Trinity Drive East Suite 201 Dillsburg PA 17015 752991115 Low income housing PA Westminster Place at S Overlook GP Inc Related -12 -357164 0 1 0.0001 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 -33 -588791 0 1 0.0001 Ross Presbyterian Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 352467867 Low income housing PA Ross Presbyterian GP LLC Related -38 -197 0 1 0.0001 Wisteria Commons Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 743169417 Low income Housing PA The Shepherds at Wisteria LLC Wisteria Commons LLC Related -23 134899 0 1 0.0001 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 0 0 1 0.0001 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 -32 886684 0 1 0.0001 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 -43 99880 0 1 0.0001 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 0 1500000 0 1 0.0001 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 Wind Hill Village II GP LLC Related -46 302096 0 1 0.0001 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 0 0 1 0.0001 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 0 0 1 0.0001 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 -16 -500 0 1 0.0002 Schartner House Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 861161245 Low income housing PA PHI C -35 -549 1 0 Westminster Place at Parkesburg Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 208765826 Low income housing PA PHI C -46 58862 1 0 Westminster Place at Windy Hill Village Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 800438848 Low income housing PA PHI C -23 2997270 1 0 Westminster Place at Carroll Village Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 562642596 Low income housing PA PHI C -27 1007666 1 0 Westminster Place at Bloomsburg GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 010945558 Low income housing PA PHI C -31 189684 1 0 Westminster Place at Stewartstown Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 800499627 Low income housing PA PHI C -40 63128 1 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 -34 1825855 1 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 224636 1 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 -1 266795 1 0 Westminster Place at SS Gardens GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 454806531 Low income housing PA PHI C -11 -101060 1 0 Westminster Place at Shrewsbury Courtyards II Associates GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 462423186 Low income housing PA PHI C -3 -125619 1 0 Westminster Place at Shrewsbury Courtyards Associates GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 462414824 Low income housing PA PHI C 4 -142886 1 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 -357164 1 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 -33 -588791 1 0 Ross Presbyterian GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 461976623 Low income housing PA PHI C -38 -197 1 0 The Shepherds at Wisteria LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 300386033 Low income housing PA PHI C -12 173760 1 0 Wisteria Commons LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 464630922 Low income housing PA PHI C -11 -38861 1 0 Northampton Place at Easton GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 460945632 Low income housing PA PHI C 0 0 1 0 Westminster Place at Queen Street GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 383855437 Low income housing PA PHI C -32 886684 1 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 -43 99880 1 0 Westminster Place at Huntingdon GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 273684149 Low income housing PA PHI C 0 0 1 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 -46 302096 1 0 Academy Place GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 461987895 Low income housing PA PHI C 0 0 1 0 Long Crest Senior Housing GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 471523599 Low income housing PA Presbyterian Senior Living Housing Management Corp C 0 1500000 1 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-i 267470 Interest based on debt agreement between Westminster Place at Parkesburg LP and PHI. Westminster Place at Parkesburg LP d -152110 Loan amount based on agreement between Westminster Place at Parkesburg LP and PHI. Schartner House Associates LP a-i 103774 Interest based on debt agreement between Schartner House Associates LP and PHI. Westminster Place at Quincy Village LP a-i 74804 Interest based on debt agreement between Westminster Place at Quincy Village LP and PHI. Westminster Place at Windy Hill Village II LP s 122563 Actual cash transferred. Westminster Place at Queen Street LP a-i 67267 Interest based on debt agreement between Westminster Place at Queen Street and PHI. Westminster Place at Queen Street LP s -635845 Actual cash transferred. Presbyterian Apartments q -399850 Actual reimbursements made for expenses incurred. Based on invoices paid. Ross Presbyterian GP LLC a-i 123227 Interest based on debt agreement between Ross Presbyterian Senior Housing and PHI. Westminster Place at Ware Presbyterian Village LP a-i 98787 Interest based on debt agreement between Westminster Place at Ware Presbyterian Village and PHI. Westminster Place at Ware Senior Housing a-i 81247 Interest based on debt agreement between Westminster Place at Ware Senior Housing and PHI. Westminster Place at Ware Senior Housing s -1040000 Actual cash transferred. Presbyterian Senior Living Services Inc l -1319666 Management services based on contract between Presbyterian Senior Living Service Inc and PHI. Presbyterian Senior Living Services Inc r 1590135 Actual cash transferred. Shrewsbury Courtyards II Associates q -179668 Actual reimbursements made for expenses incurred. Based on invoices paid. Cathedral Village l -2342707 Management fee based on management services provided by PHI to Cathedral Village. Cathedral Village r 984271 Actual cash transferred. Presbyterian Senior Living Housing Management Corporation l 158524 Management services based on contract between Presbyterian Senior Living Housing Management Corporation and PHI. Presbyterian Senior Living Housing Management Corporation q -116156 Actual reimbursements made for expenses incurred. Based on invoices paid. PHI Investment Management Services Inc r 6306198 Actual cash transferred. Presbyterian Homes in the Presbytery of Huntingdon l -3514422 Management services based on contract between Presbyterian Homes in the Presbytery of Huntingdon and PHI. Presbyterian Homes in the Presbytery of Huntingdon r 6348244 Actual cash transferred. The Long Home l -477397 Management services based on contract between The Long Home and PHI. The Long Home q -387999 Actual reimbursements made for expenses incurred. Based on invoices paid. Quincy Retirement Community l -1991509 Management services based on contract between Quincy Retirement Community and PHI. Quincy Retirement Community r 3099941 Actual cash transferred. Presbyterian Homes Inc l -11011095 Management services based on contract between Presbyterian Homes Inc and PHI. Presbyterian Homes Inc r 3017339 Actual cash transferred. Schedule R, Part IV Pursuant to IRC § 168(h)(6)(F)(ii), Long Crest Senior Housing GP Inc. hereby elects to not be treated as a tax-exempt entity effective the year ended December 31, 2019. Long Crest Senior Housing GP Inc. is 100% owned by the following tax-exempt entity: Presbyterian Senior Living Housing Management Corporation, 1 Trinity Drive East, Suite 201, Dillsburg, PA 17019. Presbyterian Senior Living Housing Management Corporation's EIN is 80-0536225.