2019-11-15T09:19:42-06:00 2018-12-31 990 2018-01-01 160755780 GERRY HOMES INC GERR 7169856820 4600 ROUTE 60 PO BOX 350 GERRY NY 14740 DAVID SMELTZER PRESIDENT & CEO 7169856820 2019-11-15 74.84.229.67 2019-11-15 10:14:33 ES P 29CF61E69A343F0F9E92979F662C591A3D406F2C 29CF61E69A343F0F9E92979F662C591A3D406F2C 2018 2020-03-31 21:24:44Z HERITAGE VILLAGE RETIREMENT COMMUNITY (THE HOMESTEAD) DAVID SMELTZER 4600 ROUTE 60 PO BOX 350 GERRY NY 14740 31829485 0 X WWW.HERITAGE1886.ORG X 1886 NY TO SERVE OTHERS THROUGH CHRIST-CENTERED MINISTRIES WHICH PROMOTE HOPE, DIGNITY AND PURPOSEFUL LIVING. 11 11 747 18 0 0 1863853 1895604 28372503 29282349 61773 700 464895 650832 30763024 31829485 0 0 0 0 18034553 18069082 0 0 0 14112638 14856009 32147191 32925091 -1384167 -1095606 76810585 74326159 33783800 36612691 43026785 37713468 TO SERVE OTHERS THROUGH CHRIST-CENTERED MINISTRIES WHICH PROMOTE HOPE, DIGNITY AND PURPOSEFUL LIVING. 0 0 22332744 25824509 ESTABLISH, MAINTAIN AND OPERATE TWO NURSING HOMES FOR THE ELDERLY WHICH INCLUDES FULL TIME MEDICAL CARE AND SUPERVISION. 4574073 4109372 ESTABLISH, MAINTAIN AND OPERATE TWO RETIREMENT CAMPUS AND TWO ASSISTED LIVING COMMUNITIES. 26906817 1 1 0 0 0 0 0 0 0 1 1 1 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 0 0 0 0 0 0 1 0 0 0 1 78 0 747 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X ORGANIZATION 7164876800 4600 ROUTE 60 PO BOX 350 GERRY NY 14740 WILLIAM RUSHIK CHAIR 1.00 X 0 0 0 DANNY JOHNSON VICE CHAIR 1.00 X 0 0 0 BERTHA SAHO SECRETARY 1.00 X 0 0 0 DAVID RISHELL TREASURER 1.00 X 0 0 0 JANET SNYDER DIRECTOR 1.00 X 0 0 0 EDWIN ROORDA DIRECTOR 1.00 X 0 0 0 BURTON JONES DIRECTOR 1.00 X 0 0 0 JOHN KELLEY DIRECTOR 1.00 X 0 0 0 SUSAN WILSTON DIRECTOR 1.00 X 0 0 0 RICHARD HILLIKER DIRECTOR 1.00 X 0 0 0 SUSANNE MOHNKERN DIRECTOR 1.00 X 0 0 0 DAVID SMELTZER PRESIDENT & CEO 1.00 37.50 X 0 380494 22362 RANDAL GERIG CHIEF FINANCIAL OFFICER 0.00 37.50 X 0 0 0 KATHY TRISKET NURSE PRACTITIONER 37.50 X 114139 0 15587 CYNTHIA CARLSON NURSE PRACTITIONER 37.50 X 111993 0 6157 226132 380494 44106 2 0 1 0 SELECT REHABILITATION LLC 2600 COMPASS ROAD GLENVIEW IL 60026 THERAPY SERVICES 2529247 PENNSYLVANIA MANUFACTURERS ASSN INSURANC PO BOX 824870 PHILADELPHIA PA 19182 BENEFITS 755427 LSB INC 6193 BAKER ROAD ASHVILLE NY 14710 CONSTRUCTION 678326 MAPLEVALE FARMS 2063 ALLEN ST EXT FALCONER NY 14733 DIETARY 604887 LAKESHORE PAVING INC 7 OSMER STREET JAMESTOWN NY 14701 CONSTRUCTION 564209 5 1895604 1895604 RESIDENT REVENUE 623000 28861799 28861799 ENTRANCE FEE 623000 220741 220741 AMORTIZATION OF GRANT REVENUE 623990 123237 123237 RENTAL 623990 76572 76572 29282349 700 0 700 700 700 CASH DISCOUNTS AND REBATES 623000 255772 255772 OTHER MISC INCOME 623000 192209 192209 SHARED SAVINGS 623000 161096 161096 41755 41755 650832 31829485 29933881 0 0 14840154 14026242 813912 152013 143676 8337 2104815 1989376 115439 972100 918785 53315 2465575 2465575 77250 77250 57889 57889 188797 188797 85810 75087 10723 30771 30771 874145 874145 25012 4996 20016 724436 594442 129994 2156625 1769637 386988 261037 230965 30072 PURCHASED SERVICES 3275742 3197732 78010 SUPPLIES 2903897 2866822 37075 CRA, BAD DEBT, OTHER EX 1666153 211061 1455092 RECRUITMENT 39666 3851 35815 23204 23204 32925091 26906817 6018274 0 573717 345471 4578122 4723103 19397 25000 65024 0 206107 299302 62068166 35205942 18352184 26862224 37577280 33360705 15438754 8710354 76810585 74326159 3415936 3098788 1003706 1435260 15061502 24850670 14302656 7227973 33783800 36612691 X 5511549 4414806 224323 203505 37290913 33095157 43026785 37713468 76810585 74326159 X -1095606 -1137 -4216574 X X 0 1 X 1 0 X 1694113 3070627 1802480 1863853 1895604 10326677 25431346 26951732 27455985 28372503 29283049 137494615 27125459 30022359 29258465 30236356 31178653 147821292 0 0 0 147821292 61773 61773 61773 61773 305104 403330 463599 464895 650832 2287760 27430563 30425689 29722064 30763024 31829485 150170825 0.98440 0.98730 0.00040 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37577280 -2513022 1703553 33360705 34163170 5119735 1705625 37577280 33464964 2426623 1728417 34163170 35518079 -334061 1719054 33464964 35600576 1569231 1651728 35518079 0.99000 0.01000 1 0 908972 908972 44706394 26438295 18268099 3745625 1435383 2310242 9321502 7332264 1989238 3385673 3385673 26862224 BENEFICIAL INTEREST IN CHARITABLE TRUST 33360705 F 33360705 DUE FROM RELATED COMPANIES, NET 7711627 RESIDENT FUNDS 228515 OTHER ASSETS 65475 DUE FROM AFFILIATE, NET 326717 OTHER RECEIVABLES 56713 DUE FROM THIRD PARTIES 321307 8710354 REFUNDABLE ENTRANCE FEES 2827643 RESIDENT FUNDS 228515 DEFERRED HEAL GRANT 4171815 7227973 X PART V, LINE 4: TO FURTHER THE MISSION OF GERRY HOMES INC. PART X, LINE 2: THE ORGANIZATION AND ITS COMPONENTS, WITH THE EXCEPTION OF ROLLING FIELDS, ARE NOT-FOR-PROFIT CORPORATIONS AND ARE EXEMPT FROM INCOME TAXES AS ORGANIZATIONS QUALIFIED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE HAS ALSO CLASSIFIED THE ORGANIZATION AND ITS COMPONENTS AS ENTITIES THAT ARE NOT PRIVATE FOUNDATIONS. 0 0 0 0 0 0 0 0 0 DAVID SMELTZER PRESIDENT & CEO 0 345494 0 35000 0 0 0 0 0 22362 0 402856 0 0 PART I, LINE 3 HUMAN RESOURCES GATHERS COMPENSATION INFORMATION FROM SIMILAR FACILITIES THROUGH REVIEW OF PUBLIC 990S, AND REVIEWS WITH THE BOARD OF DIRECTORS. THE BOARD MEETS TO FINALIZE AND APPROVE FINAL COMPENSATION FIGURES. FORM 990, PART I, ITEM C DBA: HERITAGE VILLAGE RETIREMENT COMMUNITY (THE HOMESTEAD) DBA: HERITAGE PARK REHAB & SKILLED NURSING DBA: HERITAGE GREEN REHAB & SKILLED NURSING DBA: THE WOODLANDS FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS PROVIDED TO MEMBERS OF THE GOVERNING BODY FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FINANCE COMMITTEE REVIEWS DISCLOSURES COMPLETED BY OFFICERS, DIRECTORS AND TRUSTEES ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 HUMAN RESOURCES GATHERS COMPENSATION INFORMATION FROM LOCAL FACILITIES SIMILAR TOTHE ORGANIZATION THROUGH REVIEW OF PUBLIC 990S, FOR REVIEW WITH THE BOARD OF DIRECTORS. THE BOARD MEETS TO FINALIZE AND APPROVE FINAL COMPENSATION FIGURES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMETNS ARE AVAILABLE TO BE MAILED OR SENT ELECTRONICALLY UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE TRUST -4,216,574. CHANGE IN TEMPORARILY RESTRICTED NET ASSETS FORM 990, PART XII, LINE 2C: NO CHANGES IN OVERSIGHT PROCESS IN CURRENT YEAR. HERITAGE MINISTRIES MANAGEMENT CO INC 4600 ROUTE 60 GERRY NY 14740 261590078 SUPPORTING ORGANIZATION NY 501(C)(3) LINE 12A, I N/A 0 WESTERN NEW YORK MENNONITE RETIREMENT COMMUNITY INC 5945 VINECROFT DRIVE CLARENCE CENTER NY 14032 161560655 HOUSING FOR SENIORS NY 501(C)(3) LINE 10 N/A 0 HERITAGE VILLAGE REHAB & SKILLED NURSING INC 4570 ROUTE 60 GERRY NY 14740 261231096 HEALTH CARE FOR THE ELDERLY NY 501(C)(3) LINE 10 N/A 0 HERITAGE MINISTRIES CHARITABLE CARE NETWORK INC 4600 ROUTE 60 GERRY NY 14740 261454957 PASSIVE PARENT ORGANIZATION NY 501(C)(3) LINE 12A, I N/A 0 HEARTHSTONE AT SERENITY CREEK 920 N SEMINARY AVENUE WOODSTOCK IL 60098 463825098 HEALTH CARE FOR THE ELDERLY IL 501(C)(3) LINE 10 N/A 0 WOODSTOCK CHRISTIAN LIFE SERVICES INC 920 N SEMINARY AVENUE WOODSTOCK IL 60098 363186415 HEALTH CARE FOR THE ELDERLY IL 501(C)(3) LINE 10 N/A 0 ROLLING FIELDS INC 9108 STATE HWY 198 CONNEAUTVILLE PA 16406 251364240 HEALTH CARE FOR THE ELDERLY PA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0