2020-10-28T15:38:09-07:00 2019-12-31 990 2019-01-01 412273452 PHI GROUP RETURN PHIG 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 170198522 Jeffrey Davis Senior Vice-President and 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 243899687 1 1 3292 X www.presbyterianseniorliving.org X 1927 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 3433 2158 187379 161640 1416632 1790496 232712777 235157934 182610 4096336 -53954 -80537 234258065 240964229 0 0 0 0 101574382 106753671 0 27500 609918 128240660 126341372 229815042 233122543 4443023 7841686 641096819 645861187 462316046 454592641 178780773 191268546 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. 0 0 175671160 0 237947731 The organizations within the PHI group form a network of communities and services that meet the diverse needs of seniors in Pennsylvania, Maryland, Delaware, and southeastern Ohio. The organizations foster and sponsor living facilities to provide housing, as well as a full range of healthcare and other related community services for the elderly. (9,969 residents served) 36722231 0 1119298 The organizations within the PHI group provide services without charge or at amounts less than their established rates to residents who meet certain criteria under PHI's charity care policy. Because the organizations do not pursue collection of amounts determined to qualify as charity care, they are not reported as revenue. In addition, the organizations consider contractual allowances benevolent care. (662 clients) 0 0 0 212393391 1 1 0 0 0 0 1 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 0 0 1 706 0 1 3433 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 DE MD OH PA X Jeff Davis 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 170198522 James Bernardo Board President & Chief Executive Officer 40 0 X X 0 390271 22948 Stephen Proctor President & Chief Executive Officer 40 0 X X X 0 387424 0 Jeffrey J Davis Board Treasurer & Senior VP and Chief Financial Officer 40 0 X X 0 309056 22657 Danny Davis Jr Senior VP of Operations-Continuing Care Communities 40 0 X 0 250601 17700 MaryAnne Adamczyk Board Assistant Secretary & Sr. VP Corp. Relations 40 0 X X 0 204601 19962 Diane Burfeindt VP of Operations-Aff Housing and Pop Health 40 0 X 0 186991 17322 Dyan McAlister Board Assistant Treasurer & VP of Finance 40 0 X X 0 173862 17464 Cynthia Fox VP Human Resources 40 0 X 0 163603 14531 Malynda Hivner Controller & VP of Affordable Housing 40 0 X 165364 0 6806 Teresa Buchman VP Extended Care Operations 40 0 X 0 168258 1397 Robert Jones VP of Plant Operations & Assets 40 0 X 0 152154 17028 Catherine Nyandemo RN Supervisor 40 0 X 146399 0 16747 Victoria Hess VP of Sales and Marketing 40 0 X X 0 149799 0 Steven Fuller VP Medical Director 40 0 X X 0 142991 3869 Christina Truss Director of Nursing 40 0 X 123380 0 12631 TinaMarie Wisniewski SNF DON 40 0 X 118078 0 12906 Karen Nocilla Administrator 40 0 X 122597 0 6433 Daniel Krieger VP of Value Based Incentives& CCO 0 40 X 0 120514 6631 Kristin Hambleton VP of Sales and Marketing 0 40 X 0 118149 5708 Robert Lohoefer SNF DON 40 0 X 120655 0 928 Laura Kohler VP of Clinical Excellence 0 40 X 0 110147 3241 Nancy Deibler Board Secretary & Executive Administrative Assistant 40 0 X X 0 53677 4028 Thomas Paisley PSL Chair 4 1 X X 0 0 0 Sharon Kelly PSL Vice Chair; PSL Hsg Mgmt & PSL Svc Board Member 4 1 X X 0 0 0 Thomas Beaver III PSL & Long Board Member 4 1 X 0 0 0 Charles Alexander PSL Board Member 4 1 X 0 0 0 Anne Drennan PSL Board Member and PIMS Vice Chair 4 1 X X 0 0 0 Ann Fedorchak PSL, PIMS, PSL Hsg Mgmt Board Member; PSL Svcs Vice Chair 4 1 X X 0 0 0 George Glen PSL, Hsg Mgmt, PSL Svc, Quincy Vlg Board Mbr 4 1 X 0 0 0 Terry Goldstein PSL Board Member & Pres Homes in the Pres of Huntingdon Vice Chair 4 1 X X 0 0 0 Alf Halvorson PSL Board Member 4 1 X 0 0 0 Stuart Paxton PSL & PIMS Board Member 4 1 X 0 0 0 Susan Reimann PSL Board Member 4 1 X 0 0 0 Jennifer Shropshire PSL Board Member & Cathedral Village Vice Chair 4 1 X X 0 0 0 Robyn Stone PSL Board Member 4 1 X 0 0 0 Robert Hormell PSL Svc Chair; PSL Hsg Mgmt, Pres Homes in the Pres Huntingdon, Cathedral Village & PIMS Board Mbr 4 1 X X 0 0 0 John Fargnoli Hsg Mgmt & PSL Svc Board Mbr 1 0 X 0 0 0 Philip Miller PSL Svcs, PSL Hsg Mgmt Board Mbr & PIMS Chair 1 4 X X 0 0 0 William Moyer PIMS Board Mbr 1 0 X 0 0 0 David Wolff PIMS Board Member 1 0 X 0 0 0 William Scott Cathedral Village Secretary 1 0 X X 0 0 0 William Parham Jr PSL Hsg Mgmt Board Mbr 1 0 X 0 0 0 Karl Fritton Cathedral Village Board Chair 1 0 X X 0 0 0 Edwin Sheffield Cathedral Village Board Assistant Secretary 1 0 X X 0 0 0 Judith Borie Cathedral Village Board Member 1 0 X 0 0 0 Michael Blum Cathedral Village Board Member 1 0 X 0 0 0 John A Bower Jr Cathedral Village Board Member 1 0 X 0 0 0 Randi Carr Cathedral Village Board Member 1 0 X 0 0 0 William Cobb Jr Cathedral Village Board Member 1 0 X 0 0 0 Elizabeth Gemmill Cathedral Village Board Member 1 0 X 0 0 0 Nancy Pegues Presbyterian Senior Living Svc Inc Board Mbr 1 0 X 0 0 0 Jeffrey Goss Long Community Chair 1 0 X X 0 0 0 Gary Martin Long Community Vice Chair 1 0 X X 0 0 0 Lawrence Chottiner Long Community Board Member 1 0 X 0 0 0 Paul Gordon Long Community Board Member 1 0 X 0 0 0 N Anthony Mastropietro Long Community Board Member 1 0 X 0 0 0 J Michael Melbert Long Community Board Member 1 0 X 0 0 0 Michael Oster Long Community Board Member 1 0 X 0 0 0 Daniel Nelson Pres Homes in the Pres of Huntingdon Board Chair 1 0 X X 0 0 0 Carl Campbell Pres Homes in the Pres of Huntingdon Board Mbr 1 0 X 0 0 0 James Huff Pres Homes in the Pres Huntingdon Board Member 1 0 X 0 0 0 Stephen Huston Pres Homes in the Pres Huntingdon Board Mbr 1 0 X 0 0 0 Joann Kimmel Pres Homes in the Pres of Huntingdon Board Mbr 1 0 X 0 0 0 Charlene McCartney Pres Homes in the Pres of Huntingdon Board Mbr 1 0 X 0 0 0 Susan Scott Pres Homes in the Pres of Huntingdon & Cathedral Village Board Member 1 0 X 0 0 0 Kimberly Shockey Quincy Village Board of Directors Chair 1 0 X X 0 0 0 Timothy Baer Quincy Village Board of Directors Board Member 1 0 X 0 0 0 Cherle Carl Quincy Village Board of Directors Board Member 1 0 X 0 0 0 Richard Pelletier Quincy Village Board of Directors Board Member 1 0 X 0 0 0 Clifton Rau Quincy Village Board of Directors Board Member 1 0 X 0 0 0 Cheryl Rhodes Quincy Village Board of Directors Board Member 1 0 X 0 0 0 Thomas Salsgiver Quincy Village Board of Directors Board Member 1 0 X 0 0 0 Kathryn Sandifer Quincy Village Board of Directors Board Member 1 0 X 0 0 0 Rodger Savage Quincy Village Board of Directors Board Member 1 0 X 0 0 0 Beverly Shockey Quincy Village Board of Directors Board Member 1 0 X 0 0 0 George Alt Shepherds in Monroe County Board Chair 1 0 X X 0 0 0 Patricia Barber Shepherds in Monroe County Board Member 1 0 X 0 0 0 Janet Goldberg Shepherds in Monroe County Board Member 1 0 X 0 0 0 Carol Mortimer Shepherds in Monroe County Board Member 1 0 X 0 0 0 Mike Reisenwitz Shepherds in Monroe County Board Member 1 0 X 0 0 0 796473 3082098 230937 48 1 1 1 Select Rehabilitation Inc PO Box 809056 Chicago IL 60680 Therapy 13761647 Cura Hospitality LLC PO Box 743676 Atlanta GA 30743 Dining 6380327 Wohlsen Construction 548 Steel Way P O Box 46 Lancaster PA 17604 Construction 5433450 Unidine PO Box 102289 Atlanta GA 30368 Dining 4078750 Medicine Shoppe PO Box 1219 Mechanicsburg PA 17055 Therapy/Medical 3799093 154 0 0 276655 0 50911 1462930 16386 1790496 Resident Service Revenue 623000 158555598 158495385 60213 0 Medicare and Medicaid Payments 623000 76602336 76602336 0 0 0 0 0 0 235157934 2762596 2635430 127166 0 0 0 0 0 138 138 0 0 0 0 0 0 0 0 0 0 0 0 2108168 2073845 103546 2744727 2004622 -670882 1333740 1333740 0 0 6510 276655 87185 -80675 0 -80675 0 240964229 239067029 187379 -80675 0 0 0 0 0 0 0 0 796473 631109 165364 0 0 0 0 0 84316564 76964527 7352037 0 1267003 1267003 0 0 14167781 12147232 2020549 0 6205850 5652325 553525 0 19182636 17370788 1229430 582418 363598 17477 346121 0 179669 0 179669 0 0 0 0 0 27500 27500 388357 0 388357 0 13269190 12815358 453832 0 632382 77438 554944 0 16667491 13941985 2725506 0 1833874 1712655 121219 0 0 0 0 0 16484641 15172484 1312157 0 433056 275561 157495 0 0 0 0 0 86451 44489 41962 0 9098741 8497314 601427 0 0 0 0 0 25051385 23395488 1655897 0 2894595 2361568 533027 0 Bad Debt Expense -273284 0 -273284 0 Pharmacy Costs 1132747 1132747 0 0 Medical Supplies 2791309 2791309 0 0 Therapy 16124534 16124534 0 0 233122543 212393391 20119234 609918 28100 28450 1324421 12235067 331413 256968 19788159 17894836 0 0 0 0 2012967 1957839 498788 481191 2753235 3434248 747434447 341199167 406804641 406235280 72046101 73337083 0 0 0 0 0 0 135508994 130000225 641096819 645861187 25837714 27964677 0 0 110984576 114311832 217940798 207808868 0 0 0 0 62294614 58146942 14518798 15198790 30739546 31161532 462316046 454592641 X 178780773 164044551 0 27223995 178780773 191268546 641096819 645861187 X 7841686 6816592 0 0 0 -2170505 X 0 1 X 1 1 1 X 1788935 1395753 2739684 1416632 1790496 9131500 202070949 218569236 226456076 232649811 235157934 1114904006 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 203859884 219964989 229195760 234066443 236948430 1124035506 94457 15741 21580 19686 59708 211172 0 0 0 0 0 0 94457 15741 21580 19686 59708 211172 1123824334 3007904 2374034 2898037 3065670 2374378 13720023 0 0 0 0 0 0 3007904 2374034 2898037 3065670 2374378 13720023 0 0 0 0 0 0 0 0 0 0 0 0 206867788 222339023 232093797 237132113 239322808 1137755529 0.98776 0.98637 0.01206 0.01344 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 2 0 0 0 1 0 0 0 1 7020622 380331 177333 0 216520 0 7361766 6008352 901331 181816 0 70877 0 7020622 6079771 78946 99397 0 249762 0 6008352 6934399 158939 96289 0 1109856 0 6079771 5518984 1430788 100763 0 116136 0 6934399 0 0.91 0.09 0 0 0 54204939 54204939 0 574046021 272101217 301944804 0 0 0 0 0 54267979 43805713 10462266 0 64915508 25292237 39623271 406235280 Restricted deposits and funded reserves 16073967 Assets whose use is limited 24348270 Assets held for sale 3619230 Assets under capital lease 1171627 Goodwill 3097807 Funds held in trust by others 19321794 Other assets 27227 Due from parent 62143939 Assets under operating lease 196364 130000225 0 Resident Deposits 2497148 Obligations under capital lease 1190145 Annuities payable 633932 Entrance fee payable 25628166 Deferred energy costs 1015777 Obligations under operating lease 196364 31161532 X Schedule D, Part II, Line 9 Glen Meadows Retirement Community contracted with a third party vendor to manage the conservation easement. As such, there is no reporting on the financials for this easement. Schedule D, Part V, Line 4 Endowment funds consist of donor restricted funds established for a variety of purposes supporting the Corporation. This includes, but is not limited to, charity care. 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 combined financial statements and prescribes a recognition threshold for more-likely-than-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 stand does not have a material impact on the combined financial statements. X X 1 Penn Strategies 1000 N Cameron Street Harrisburg PA 17103 Grant writing 0 0 27500 -27500 0 27500 -27500 PA PSL Golf Outing 124077 123322 755 0 5380 0 30079 0 3045 The Long Home Gala 110928 105918 5010 0 660 0 23995 11165 5423 2 48160 47415 745 0 0 3092 2226 400 1720 283165 276655 6510 0 6040 3092 56300 11565 10188 87185 -80675 X X X 1 0 0 1 1 1 1 0 0 Stephen Proctor President & Chief Executive Officer 0 223583 0 0 0 163841 0 0 0 0 0 387424 0 192176 James Bernardo Board President & Chief Executive Officer 0 382705 0 0 0 7566 0 7817 0 15131 0 413219 0 0 Jeffrey J Davis Board Treasurer & Senior VP and Chief Financial Officer 0 302467 0 0 0 6589 0 7526 0 15131 0 331713 0 0 MaryAnne Adamczyk Board Assistant Secretary & Sr. VP Corp. Relations 0 201651 0 0 0 2950 0 5125 0 14837 0 224563 0 0 Dyan McAlister Board Assistant Treasurer & VP of Finance 0 173325 0 0 0 537 0 0 0 17464 0 191326 0 0 Nancy Deibler Board Secretary & Executive Administrative Assistant 0 50477 0 0 0 3200 0 0 0 4028 0 57705 0 0 Danny Davis Jr Senior VP of Operations-Continuing Care Communities 0 249295 0 0 0 1306 0 0 0 17700 0 268301 0 0 Victoria Hess VP of Sales and Marketing 0 2287 0 0 0 147512 0 0 0 0 0 149799 0 0 Diane Burfeindt VP of Operations-Aff Housing and Pop Health 0 185155 0 0 0 1836 0 0 0 17322 0 204313 0 0 Teresa Buchman VP Extended Care Operations 0 165176 0 0 0 3082 0 0 0 1397 0 169655 0 0 Cynthia Fox VP Human Resources 0 162113 0 0 0 1490 0 0 0 14531 0 178134 0 0 Steven Fuller VP Medical Director 0 32077 0 0 0 110914 0 0 0 3869 0 146860 0 0 Robert Jones VP of Plant Operations & Assets 0 146653 0 0 0 5501 0 0 0 17028 0 169182 0 0 Daniel Krieger VP of Value Based Incentives& CCO 0 120090 0 0 0 424 0 0 0 6631 0 127145 0 0 Laura Kohler VP of Clinical Excellence 0 100010 0 10000 0 137 0 0 0 3241 0 113388 0 0 Kristin Hambleton VP of Sales and Marketing 0 117566 0 0 0 583 0 0 0 5708 0 123857 0 0 Malynda Hivner Controller & VP of Affordable Housing 165020 0 0 0 344 0 0 0 6806 0 172170 0 0 0 Catherine Nyandemo RN Supervisor 142441 0 3550 0 408 0 0 0 16747 0 163146 0 0 0 Christina Truss Director of Nursing 103057 0 20120 0 203 0 0 0 12631 0 136011 0 0 0 Karen Nocilla Administrator 121571 0 0 0 1026 0 0 0 6433 0 129030 0 0 0 Robert Lohoefer SNF DON 119171 0 0 0 1484 0 0 0 928 0 121583 0 0 0 TinaMarie Wisniewski SNF DON 116615 0 0 0 1463 0 0 0 12906 0 130984 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 margin 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. A Cumberland County Municipal Authority Revenue Bond 2008A 236003119 230614DN6 2008-06-05 17415000 Complete description on Part V - Supplemental information 0 0 0 B College Township Industrial Development Authority 251247551 000000000 2005-09-27 3800000 Complete description on Part V - Supplemental information 0 0 0 C Cumberland County Municipal Authority Revenue Bonds Series 2008C 236003119 230614DR7 2008-11-19 15685000 Complete description on Part V - Supplemental information 0 0 0 D Cumberland County Municipal Authority Revenue Bonds Series 2003B 236003119 230614BR9 2003-01-21 9000000 Complete description on Part V - Supplemental information 0 0 0 A 14555000 0 17492248 1694504 2911570 0 273586 0 0 16064671 0 0 2009 0 0 1 1 B 2144946 0 3800000 0 0 0 74885 0 0 3725115 0 0 2006 0 0 1 1 C 1955000 0 15685000 0 0 0 338251 0 0 0 0 0 2008 1 0 1 1 D 3340000 0 9016913 25473 0 0 205352 0 0 8794648 0 0 2005 0 0 1 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 0 1 A 1 0 0 0 0 1 B 1 0 0 0 0 1 C 1 1 0 0 0 1 D 1 1 0 0 0 1 A 1 B 1 C 1 D 1 Schedule K, Part I, Column f-06/05/2008 17,415,000 Cumberland County Municipal Authority The proceeds of the Cumberland County Municipal Authority Revenue Bonds Series 2008A were used to finance $15,431,875 of capital improvements, fund the debt of service reserve fund and pay the cost of issuance of the 2008A bonds. Schedule K, Part I, Column f-09/27/2005 3,800,000 College Township Industrial Development Authority The proceeds of the College Township Industrial Development Authority Mortgage Revenue Note Series 2005 were use to acquire, construct, and equip an 18-bed personal care facility, to renovate and improve the existing 120-bed skilled nursing facility and to pay the costs of issuance of the Series 2005 Note. Schedule K, Part I, Column f-11/19/2008 15,685,000 Cumberland County Municipal Authority The proceeds from the Cumberland County Municipal Authority Variable Rate Revenue Bonds Series 2008C were used to refund all of the Presbyterian Homes Cumberland County 2005B Series Bonds and pay the cost of issuance of the 2008C bonds. Schedule K, Part I, Column f-01/21/2003 9,000,000 Cumberland County Municipal Authority The Cumberland County Municipal Authority Variable Rate Revenue Bonds Series 2003B were used to fund $8,825,000 of capital improvements, and to pay the costs of issuance of the 2003B Bonds. A York County Industrial Development Authority Bonds Series 2010 237045116 000000000 2010-09-09 20000000 Complete description on Part V - Supplemental information 0 0 0 B Township of Manheim General Municipal Authority Bonds Series 2012 232583622 000000000 2012-09-14 10000000 Complete description on Part V-Supplemental Information 0 0 0 C Township of Manheim General Municipal Authority Bonds Series 2011 232583622 000000000 2011-12-22 10000000 Complete description on Part V - Supplimental Information 0 0 0 D Quincy Sewer Authority Revenue Bonds Series 2012 251796914 000000000 2012-08-15 10000000 Complete description on Part V - Supplemental information 0 0 0 A 5262218 0 20000000 0 0 0 295666 0 0 19704334 0 0 2011 1 0 1 1 B 10000000 0 10000170 0 87791 0 0 0 0 10000170 0 0 2013 0 0 1 1 C 3181776 0 10000000 0 104215 0 0 0 0 9895785 0 0 2012 0 0 1 1 D 2901698 0 9932449 0 300762 0 59225 0 0 3231967 6700482 0 2013 1 0 1 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 0 1 A 0 1 1 0 0 0 0 0 1 B 0 1 1 0 0 0 0 0 1 C 0 1 1 0 0 0 0 0 1 D 0 1 1 0 0 0 0 0 1 A 1 B 1 C 1 D 1 Schedule K, Part I, Column f-09/09/2010 20,000,000 York County Industrial Development Authority The proceeds from the York County Industrial Development Authority Bonds Series 2010 were used to construct 24 independent living villas, a community center, purchase 80 acres of undeveloped land adjacent to the campus and other capital expenditures at Westminster Woods Huntingdon, construct a new senior living campus adjacent to Bloomsburg Hospital, purchase 13 acres of land to construct a new senior living campus to include two independent living apartment buildings containing 110 apartments and a 32 unit assisted living building in Lancaster County, complete the construction of a 41 unit independent living apartment building, construct a new town center building and other capital expenditures in York County, and to construct and equip a 90 unit independent living center with dining and social space, renovate the existing and other miscellaneous capital expenditures at Ware Presbyterian Village. Schedule K, Part I, Column f-09/14/2012 10,000,000 Township of Manheim General Municipal Authority The proceeds from the General Municipal Authority of the Township of Manheim Bonds Series 2012 are being used to construct two independent living apartment buildings containing approximately 108 apartments in total, construction of assisted living building containing approximately 32 units and miscellaneous capital expenditures all in connect with project. Schedule K, Part I, Column f-12/22/2011 10,000,000 Township of Manheim General Municipal Authority The proceeds from the General Municipal Authority of the Township of Manheim Revenue Bonds Series 2011 were used to construct two buildings at the Long Community of Highland. One was a market rate independent living unit and the other was a personal care and independent living facility. Schedule K, Part I, Column f-08/15/2012 10,000,000 Quincy Sewer Authority The proceeds from the Quincy Sewer Authority Revenue Bonds Series 2012 were used to pay off the Quincy Village 2007 note and expansion of the Quincy Village campus. A Cumberland County Municipal Authority Revenue Bonds Series 2013A 236003119 000000000 2013-06-10 6563290 Complete description on Part V - Supplemental information 0 0 0 B Cumberland County Municipal Authority Revenue Bonds Series 2013B 236003119 000000000 2013-06-10 5032136 Complete description on Part V - Supplemental Information 0 0 0 C Indiana County Industrial Development Authority Revenue Bonds Series 2013 251782229 000000000 2013-11-15 10000000 Complete description on Part V - Supplimental information 0 0 0 D Uwchlan Township Industrial Development Authority Revenue Bonds Series 2013 651225907 000000000 2013-06-28 10000000 Complete description on Part V - Supplemental Information 0 0 0 A 302082 0 6563290 0 0 0 71746 0 0 0 0 0 2013 1 0 1 1 B 1437500 0 5032136 0 0 0 42136 0 0 0 0 0 2013 1 0 1 1 C 10000000 0 10025781 0 1496972 0 52267 0 0 9898300 0 0 2014 0 0 0 1 D 2444957 0 10004902 0 174605 0 109238 0 0 9895665 0 0 2013 1 0 1 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 0 1 A 0 1 1 0 0 0 0 0 1 B 0 1 1 0 0 0 0 0 1 C 0 1 1 0 0 0 0 0 1 D 0 1 1 0 0 0 0 0 1 A 1 B 1 C 1 D 1 Schedule K, Part I, Column f-06/10/2013 6,563,290 Cumberland County Municipal Authority The proceeds from the Cumberland County Municipal Authority Revenue Bonds 2013 Series A and B were used to refund all the Cumberland County Municipal Authority Revenue Bonds Series 2003A and a portion of the Cumberland County Municipal Authority Revenue Bonds Series 2008A and to pay the cost of issuance of the 2013 A and B bonds. Schedule K, Part I, Column f-06/10/2013 5,032,136 Cumberland County Municipal Authority The proceeds from the Cumberland County Municipal Authority Revenue Bonds 2013 Series A and B were used to refund all of the Cumberland County Municipal Authority Revenue Bonds Series 2003A and a portion of the Cumberland County Municipal Authority Revenue Bonds Series 2008A and to pay the costs of issuance of the 2013 Series A and B bonds. Schedule K, Part I, Column f-11/15/2013 10,000,000 Indiana County Industrial Development Authority The proceeds of the Indiana County Industrial Development Authority Revenue Bonds Series 2013 were used for capital improvements at Saint Andrew's Village and to pay a portion of the costs of issuing the Series of 2013 bonds. Schedule K, Part I, Column f-06/28/2013 10,000,000 Uwchlan Township Industrial Development Authority The proceeds of the Uwchlan Township Industrial Development Authority Revenue Bonds Series 2013 were used to construct and furnish approximately 62 additional independent living apartments and 23 independent living cottages with dining and social spaces and renovate the existing facilities of Ware Presbyterian Village, and pay a portion of the costs of issuing the bonds. A Northampton County Industrial Development Authority Revenue Bonds Series 2014 231971754 000000000 2014-06-11 10000000 Complete description on Part V - Supplemental Information 0 0 0 B Blair County Hospital Authority Revenue Bonds Series 2014 251352705 000000000 2014-06-11 10000000 Complete description on Part V - Supplemental Information 0 0 0 C Philadelphia Authority for Industrial Development Gross Revenue Bonds Series 2013 232237287 7178188K7 2013-06-11 9413768 Complete description on Part V - Supplemental Information 0 0 0 D Uwchlan Township Industrial Development Authority Revenue Bonds Series 2015 651225907 000000000 2015-05-06 10000000 Complete description on Part V - Supplemental Information 0 0 0 A 368500 0 10000000 0 0 0 0 0 0 0 0 0 2014 1 0 1 1 B 368500 0 10000000 0 0 0 0 0 0 0 0 0 2014 1 0 1 1 C 938768 0 9413768 729125 0 0 188275 0 0 0 8496493 0 2014 0 0 1 1 D 1789042 0 10006980 0 407397 0 105746 0 0 9901234 0 0 2015 0 0 1 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 0 1 A 0 1 1 0 0 0 0 0 1 B 0 1 1 0 0 0 0 0 1 C 0 1 1 0 0 0 0 0 1 D 0 1 1 0 0 0 0 0 1 A 1 B 1 C 1 D 1 Schedule K, Part I, Column f-06/11/2014 10,000,000 Northampton County Industrial Development Authori The proceeds of the Northampton County Industrial Development Authority Revenue Bonds Series 2014 were used to refund a portion of the Cumberland County Municipal Authority Revenue Bonds Series 2008B. Schedule K, Part I, Column f-06/11/2014 10,000,000 Blair County Hospital Authority The proceeds of the Blair County Hospital Revenue bonds Series 2014 were used to refund a portion of the Cumberland County Municipal Authority Revenue Bonds Series 2008B. Schedule K, Part I, Column f-06/11/2013 9,413,768 Philadelphia Authority for Industrial Development The proceeds of the Philadelphia Authority of Industrial Development Gross Revenue Bonds Series 2013 were used to partially refund the Philadelphia Authority for Industrial Gross Revenue Bonds Series 2003. Schedule K, Part I, Column f-05/06/2015 10,000,000 Uwchlan Township Industrial Development Authority The proceeds of the Uwchlan Township Industrial Development Authority Revenue Bonds Series 2015 were used to finance the costs and expenses associated with acquiring, construing, furnishing and equipping a 73,000 square feet, 31 unit apartment building for independent living facility known as Vista Ridge. A Northampton County Indsutrial Development Authority Revenue Bonds Series 2015 231971754 000000000 2015-05-22 10000000 Complete description on Part V - Supplemental Information 0 0 0 B Cumberland County Municipal Authority Revenue Bonds Series 2015 A 236003119 000000000 2015-10-08 10000000 Complete description on Part V - Supplemental Information 0 0 0 C Abington Township Industrial and Commercial Development Authority Revenue Bonds Series 2015 232242295 000000000 2015-09-30 10000000 Complete description on Part V - Supplemental Information 0 0 0 D Cumberland County Municipal Authority Revenue Bonds Series 2015B 236003119 000000000 2015-10-08 10000000 Complete description on Part V - Supplemental Information 0 0 0 A 1760761 0 10032920 0 447489 0 111553 0 0 9921368 0 0 2016 0 0 0 1 B 6601637 0 10000000 0 0 0 32812 0 0 0 0 0 2015 1 0 1 1 C 1708146 0 10040072 0 293333 0 157384 0 0 2886581 0 6996107 2016 0 0 0 1 D 1327202 0 10000000 0 0 0 76504 0 0 0 0 0 2015 1 0 1 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 0 1 A 0 1 1 0 0 0 0 0 1 B 0 1 1 0 0 0 0 0 1 C 0 1 1 0 0 0 0 0 1 D 0 1 1 0 0 0 0 0 1 A 1 B 1 C 1 D 1 Schedule K, Part I, Column f-05/22/2015 10,000,000 Northampton County Indsutrial Development Authori The proceeds of the Northampton County Industrial Development Authority Revenue Bonds Series 2015 were used to finance a portion of the costs of constructing, furnishing and equipping an addition, consisting of 38 units for independent living facilities known as The Gardens, and to renovate the existing skilled nursing facility, at Cathedral Village, and to pay a portion of the costs of issuing the bonds. Schedule K, Part I, Column f-10/08/2015 10,000,000 Cumberland County Municipal Authority The proceeds of this Cumberland County Municipal Authority Revenue Bonds Series 2015A were used to refund all of the outstanding Cumberland County municipal Authority Revenue Series 2005A. Schedule K, Part I, Column f-09/30/2015 10,000,000 Abington Township Industrial and Commercial Devel The proceeds of the Abington Township Industrial and Commercial Development Authority Revenue Bonds Series 2015 were used to renovate, furnish and equip the independent living and skilled nursing facilities of Cathedral Village, the skilled nursing facilities of St. Andrew's Village, and make additions to the independent living facilities of Presbyterian village of Hollidaysburg and pay for all or a portion of the costs and expenses associated with such financing. Schedule K, Part I, Column f-10/08/2015 10,000,000 Cumberland County Municipal Authority The proceeds of the Cumberland County Municipal Authority Revenue Bonds Series 2015 B and C were used to refund the remaining outstanding Cumberland County Municipal Authority Revenue Bonds, Series 2008B. A Cumberland County Municipal Authority Revenue Bonds Series 2015C 236003119 000000000 2015-10-08 15000000 Complete description on Part V - Supplemental Information 0 0 0 B Quincy Sewer Authority Revenue Bonds Series 2016 251796914 000000000 2016-06-15 20000000 Complete description on Part V-Supplemental information 0 0 0 C Pennsylvania Economic Financing Authority Bond Series 2018 236003102 000000000 2018-12-28 30000000 Complete description on Part V - Supplemental information 0 0 0 D Township of Manheim General Municipal Authority Bonds Series 2019 232583622 000000000 2019-11-01 10000000 Complete descritpion on Part V - Supplemental Information 0 0 0 A 980667 0 15000000 0 0 0 0 0 0 7605000 0 0 2015 1 0 1 1 B 0 0 20000000 0 0 0 74250 0 0 11681362 0 8318638 2017 0 0 0 1 C 0 0 30000000 1692 0 0 156543 0 0 4263727 0 25579730 2020 0 0 0 1 D 0 0 10000000 0 0 0 52871 0 0 10000000 0 0 2032 0 0 0 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 0 1 A 0 1 1 0 1 0 0 0 1 B 0 1 1 0 1 0 0 0 1 C 1 0 0 0 0 1 D 0 1 1 0 0 0 0 0 1 A 1 B 1 C 1 D 1 Schedule K, Part I, Column f-10/08/2015 15,000,000 Cumberland County Municipal Authority The proceeds of the Cumberland County Municipal Authority Revenue Bonds Series 2015 B and C were used to refund the remaining outstanding Cumberland County Municipal Authority Revenue Bonds, Series 2008 B. Schedule K, Part I, Column f-06/15/2016 20,000,000 Quincy Sewer Authority Revenue Bonds Series 2016 The proceeds of the Quincy Sewer Authority Revenue Bonds Series 2016 were used to build, furnish and equip the Quincy Small Houses and the independent living facility of Presbyterian Village at Hollidaysburg, and pay for a portion of the costs and expenses associated with such financing. Schedule K, Part I, Column f-12/28/2018 30,000,000 Pennsylvania Economic Financing Authority Bond Se The proceeds of the Pennsylvania Economic Financing Authority Bond Series 2018 will be used to finance capital improvements to Ware nursing facility, capital improvements to Quincy assisted living and independent living units, and capital improvements to Cathedral Village cover walkway phase II. Schedule K, Part I, Column f-11/01/2019 10,000,000 Township of Manheim General Municipal Authority B The proceeds from the General Municipal Authority of the Township of Manheim Bonds Series 2019 were used for refinancing of 2012 BB&T debt account #9600142558-00001. A Indiana County Industrial Development Authority Revenue Bonds Series 2019 251782229 000000000 2019-11-19 10000000 Complete description on Part V - Supplemental information 0 0 0 A 0 0 10000000 0 0 0 52871 0 0 10000000 0 0 2033 0 0 0 1 A 0 0 0 0 0 0 0 0 0 1 A 0 1 1 0 0 0 0 0 1 A 1 Schedule K, Part I, Column f-11/19/2019 10,000,000 Indiana County Industrial Development Authority R The proceeds of the Indiana County Industrial Development Authority Revenue Bonds Series 2019 were used for refinancing of BB&T debt account #9600142558-00002. Robert Hormell PSL Svcs Corp Chair and PSL Hsg Mgmt, PHPH, Cathdral 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 Federchak PSL and PSL Hsg Mgmt Brd Mbr, PSL Svcs Vice-Chair and Managing Director at National Cooporative 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 X 3 1619 Fair Market Value X 100 Fair Market Value X 5405 Fair Market Value X 1 4850 Fair Market Value X Horticultural 1 390 Fair Market Value X Computers/Electronics 3 3732 Fair Market Value X Gift Cards 1 750 Fair Market Value 0 0 1 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 ha 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 of 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 month/ quarterly financial statements are posted right on the PSL website, along with census and year end audits. Its governing documents and conflict of interest policy are made available to the public upon request. Form 990, Part XI, Line 9 Loss on early extinguishment of debt ($165,422), loss on impairment of asset ($505,083), equity received from tax credit limited partner ($1,500,000). 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 PHI dba Presbyterian Senior Living One Trinity Drive East Suite 201 Dillsburg PA 17019 231381404 Parent management company PA 501(c)(3) 9 N/A 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 0 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 0 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 0 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 0 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 0 0.0001 Westminster Place at the 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 -34 1825855 0 0 0.0001 Stewartstown Courtyard LP One Trinity Drive East Suite 201 Dillsburg PA 17019 261577538 Low income housing PA Westminster Place at Stewartstown Inc Related -40 63128 0 0 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 0 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 0 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 0 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 0 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 0 0.5 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 -357164 0 0 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 0 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 0 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 PHI Wisteria Commons LLC Related -23 134899 0 0 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 0 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 0 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 0 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 0 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 Windy Hill Village II GP LLC Related -46 302096 0 0 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 0 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 0 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 0 0.0002 Schartner House Inc 1271 Gettysburg Pike Dillsburg PA 17019 861161245 Low income housing PA PHI dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living C -40 1825855 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living C -33 -588791 1 0 Ross Presbyterian GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 461976623 Low income housing PA PHI dba Presbyterian Senior Living 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 dba Presbyterian Senior Living C -12 173760 1 0 Wisteria Commons LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 464630922 Low income housing PA PHI dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living 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 dba Presbyterian Senior Living C -46 302096 1 0 Academy Place GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 461987895 Low income housing PA PHI dba Presbyterian Senior Living 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 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 Westminster Place at Parkesburg LP l 108974 Management services based on contract between Westminster Place at Parkesburg Inc and PSL Housing Management Corporation. Westminster Place at Parkesburg LP o 108626 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. Westminster Place at Parkesburg LP q -204522 Actual reimbursements made from expenses incurred. Based on invoices paid. Schartner House Associates LP l 54091 Management services based on contract between Schartner House Associates LP and PSL Housing Management Corporation. Schartner House Associates LP o 76149 Hours worked by employees multiplied by their pay rate, plus taxes paid on those wages. Westminster Place at Stewartstown Inc l 111531 Management services based on contract between Westminster Place at Stewartstown Inc and PSL Housing Management Corporation. Westminster Place at Stewartstown Inc o 110062 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. Westminster Place at Stewartstown Inc q -268180 Actual reimbursements made from expenses incurred. Based on invoices paid. Westminster Place at Quincy Village LP l 61631 Management services based on contract between Westminster Place at Quincy Village and PSL Housing Management Corporation. Westminster Place at Quincy Village LP q -235035 Actual reimbursements made from expenses incurred. Based on invoices paid. Westminster Place at Bloomsburg LP l 66234 Management services based on contact between Westminster Place at Bloomsburg and PSL Housing Management Corporation. Westminster Place at Bloomsburg LP o 61908 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. Westminster Place at Bloomsburg LP q -219662 Actual reimbursements made for expenses incurred. Based on invoices paid. Westminster Place at the Long Community LP l 84922 Management services based on contract between Westminster Place at Long Community and PSL Housing Management Corporation. Westminster Place at the Long Community LP o 96210 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. Westminster Place at the Long Community LP q -188186 Actual reimbursements made for expenses incurred. Based on invoices paid. Westminster Place at Windy Hill Village LP I l 58546 Management services based on contract between Westminster Place at Windy Hill Village and PSL Housing Management Corporation. Westminster Place at Windy Hill Village LP I o 97203 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. Westminster Place at Windy Hill Village LP I q -153524 Actual reimbursements made for expenses incurred. Based on invoices paid. Westminster Place at Windy Hill Village II LP q -132731 Actual reimbursements made from expenses incurred. Based on invoices paid. Westminster Place at Windy Hill Village II LP l 80900 Management services based on contract between Westminster Place at Windy Hill Village II and PSL Housing Management Corporation. Westminster Place at Windy Hill Village II LP o 70095 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. Westminster Place at Carroll Village LP I l 58589 Management services based on contract between Westminster Place at Carroll Village and PSL Housing Management Corporation. Westminster Place at Carroll Village LP I o 69720 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. Westminster Place at Carroll Village LP I q -101857 Actual reimbursements made from expenses incurred. Based on invoices paid. Westminster Place at Queen Street LP l 76091 Management services based on contract between Westminster Place at Queen Street and PSL Housing Management Corporation. Westminster Place at Queen Street LP o 58733 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. Westminster Place at Queen Street LP q -177727 Actual reimbursements made for expenses incurred. Based on invoices paid. Westminster Place at Ware Presbyterian Village LP l 56063 Management services based on contract between Westminster Place at Ware Presbyterian Village and PSL Housing Management Corporation. Westminster Place at Ware Presbyterian Village LP o 131157 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. Wisteria Commons Senior Housing LP q -85342 Actual reimbursements made for expenses incurred. Based on invoices paid. Shrewsbury Courtyards Associates Limited Partnership o 69910 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. Shrewsbury Courtyards Associates Limited Partnership q -109889 Actual reimbursements made for expenses incurred. Based on invoices paid. Shrewsbury Courtyards II Associates l 66213 Management services based on contract between Shrewsbury Courtyards II Associates and PSL Housing Management Corporation. Shrewsbury Courtyards II Associates o 69910 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. Shrewsbury Courtyards II Associates q -174352 Actual reimbursements made for expenses incurred. Based on invoices paid. Stony Brook Gardens LP k 76000 Leased payments based on fair market value of lease agreement between Stony Brook Gardens and Presbyterian Homes. Stony Brook Gardens LP l 94611 Management services based on contract between Stony Brook Gardens and PSL Housing Management Corporation. Stony Brook Gardens LP o 80123 Hours worked by employees multiplied by their pay rate, plus taxes paid on those wages. Stony Brook Gardens LP q -219119 Actual reimbursements made for expenses incurred. Based on invoices paid. S Overlook LP l 100810 Management services based on contract between S Overlook and PSL Housing Management Corporation. S Overlook LP o 112602 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. S Overlook LP q -213508 Actual reimbursements made for expenses incurred. Based on invoices paid. The Shepherds at Wisteria LLC q 55838 Actual reimbursements made for expenses incurred. Based on invoices paid. Westminster Place at Silver Spring Courtyards GP Inc o 65063 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. Westminster Place at Silver Spring Courtyards GP Inc q -115644 Actual reimbursements made for expenses incurred. Based on invoices paid. Westminster Place at SS Gardens GP Inc l 72717 Management services based on contract between Westminster Place at SS Gardens and PSL Housing Management Corporation. Westminster Place at SS Gardens GP Inc o 65063 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. Westminster Place at SS Gardens GP Inc q -138991 Actual reimbursements made for expenses incurred. Based on invoices paid. 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.