2019-10-22T08:56:09-07:00 2018-12-31 990 2018-01-01 231381404 PHI dba Presbyterian Senior Living PHID 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 170198522 Jeffrey Davis Senior Vice-President/CFO 7175028840 2019-11-15 209.183.179.5 2018 2019-02-21 02:37:17Z Presbyterian Senior Living Stephen Proctor One Trinity Drive East Suite 201 Dillsburg PA 17019 21683468 0 3292 X www.presbyterianseniorliving.org X 1997 PA Guided by the life and teachings of Jesus, the mission of Presbyterian Senior Living is to provide compassionate, vibrant and supportive communities and services to promote wholeness of body, mind and spirit. 14 14 146 0 287240 0 288909 473150 20869232 20172318 925020 1037480 0 0 22083161 21682948 25000 0 0 0 14317710 13743902 0 0 721822 8295674 8401628 22638384 22145530 -555223 -462582 46169389 51190177 65075331 70605575 -18905942 -19415398 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. (65 subsidiaries) 0 0 21012939 20892558 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 21012939 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 1 146 1 1 1 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 PA X Jeffrey J Davis 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 17019 Thomas Beaver III PSL & Long Board Member 1 4 X 0 0 0 Thomas Paisley PSL Chair 1 4 X 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 John Fargnoli PSL, Hsg Mgmt, PSL Svc, PIMS Mbr 1 4 X 0 0 0 Ann Fedorchak PSL & PSL Hsg Mgmt 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 Alf Halvorson PSL Board Member 1 4 X 0 0 0 Sharon Kelly PSL Hsg Mgmt & PSL Svc Board Member; PSL Vice Chair 1 4 X X 0 0 0 Philip Miller PHPH, PSL Svcs, PSL Hsg Mgmt Board Mbr 1 4 X 0 0 0 Carol Parham PSL Board Member 1 4 X 0 0 0 Susan Reimann PSL Board Member 1 4 X 0 0 0 William Scott Cathedral Village Secretary 0 1 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 David Wolff PIMS Board Member 0 1 X 0 0 0 Paul Post Pres Homes in the Pres of Huntingdon Chair 0 1 X X 0 0 0 Betty Anne Cherry Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 John D Killian Pres Homes in the Pres of 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 James Vreeland Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 William Moyer PHI Investment Mgmt Services Inc Board Mbr 0 1 X 0 0 0 William Parham Jr PIMS, PSL Hsg Mgmt & PSL Svc Board Mbr 0 1 X 0 0 0 Allison Kohler Quincy Village Board of Directors Chair 0 1 X X 0 0 0 Kimberly Shockey Quincy Village Board of Directors Vice Chair 0 1 X X 0 0 0 Timothy Baer Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Greg Myers Quincy Village Board of Directors 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 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 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 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 William Cobb Jr Cathedral Village Board Member 0 1 X 0 0 0 Richard Hartmann Cathedral Village Board Member 0 1 X 0 0 0 Edwin Sheffield Cathedral Village Board Assistant Secretary 0 1 X X 0 0 0 Karl Fritton Cathedral Village Board Chair 0 1 X X 0 0 0 Judith Borie Cathedral Village Board Member 0 1 X 0 0 0 John A Bower Jr Cathedral Village Board Member 0 1 X 0 0 0 Elizabeth Gemmill Cathedral Village Board Member 0 1 X 0 0 0 Richard Schaphorst 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 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 Jennifer Shropshire PSL Board of Trustee Board Member & Cathedral Village Board 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 Stephen Huston Pres Homes in the Pres Huntingdon Board Mbr 0 1 X 0 0 0 Daniel Nelson Pres Homes in thr Pres of Huntingdon Board Vice Chair 0 1 X X 0 0 0 Philip Miller PIMS Chair 0 1 X X 0 0 0 Cherle Carl Quincy Village Board Member 0 1 X 0 0 0 Cheryl Rhodes Quincy Village Board Member 0 1 X 0 0 0 Beverly Shockey Quincy Village Board Member 0 1 X 0 0 0 Stephen Proctor Board President & Chief Executive Officer 0 40 X X X 451618 0 69031 Terry Goldstein PSL Board Member 1 4 X 0 0 0 Chad Kramer Long Community Board Member 0 1 X 0 0 0 James Huff Pres Homes in the Pres of Huntingdon Board Member 0 1 X 0 0 0 Susan McCarter Pres Homes in the Pres of Huntingdon & Cathedral Village Board Member 0 1 X 0 0 0 Jeffrey J Davis Board Treasurer & Senior VP and Chief Financial Officer 0 40 X X 299138 0 14901 MaryAnne Adamczyk Board Assistant Secretary & Sr. VP Corp Relations 0 40 X X 199753 0 14461 Nancy Deibler Board Secretary & Executive Administrative Assistant 0 40 X 60558 0 6382 James Bernardo Board Vice Chair & Executive Vice President 0 40 X X 312085 0 14901 Dyan McAlister Board Assistant Treasurer & VP of Finance 0 40 X X 156485 0 16902 Dan Davis Jr Senior VP of Operations-Continuing Care Comm 0 40 X 228657 0 17130 Victoria Hess VP Of Sales and Marketing 0 40 X 190747 0 1653 Diane Burfiendt VP of Ops-Aff Housing and Pop Hlth 0 40 X 182917 0 17158 Teresa Buchman VP Extended Care Operations 0 40 X 168186 0 1764 Cynthia Fox VP Human Resources 0 40 X 149058 0 14338 Steven Fuller VP Medical Director 0 40 X 224571 0 7570 Robert Jones VP of Plant Operations & Assets 0 40 X 142881 0 16306 Mary Ann Poling Executive Director 0 40 X 159210 0 6911 Deborah Barefoot Regional Director of Operations 0 40 X 180678 0 7078 Catherine Chan Ng Executive Director 0 40 X 162623 0 16001 Samantha Roos Meiser Executive Director 0 40 X 169094 0 12631 Debra Larkin Corp Director of Comp & Privacy 0 40 X 154242 0 1420 3592501 0 256538 41 0 1 0 0 0 0 0 0 0 473150 100000 473150 Management Fee Income 561000 19885078 19885078 0 0 Developer's Fee Income 531390 0 0 0 0 Service Agreement Income 541200 287240 0 287240 0 0 0 0 0 20172318 1038000 1038000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 520 0 -520 -520 -520 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 21682948 20922558 287240 0 0 0 0 0 0 0 0 0 3531945 3358663 65856 107426 0 0 0 0 8097879 7537285 147790 412804 0 0 0 0 1336480 1304229 25573 6678 777598 736843 14448 26307 0 0 0 0 683687 670539 13148 0 198879 195055 3824 0 0 0 0 0 0 0 0 0 0 0 1686616 1648425 32322 5869 56908 14774 0 42134 1334684 1252880 24566 57238 2065698 2025973 39725 0 0 0 0 0 922485 895809 17565 9111 425447 368651 7228 49568 0 0 0 0 64261 59055 1158 4048 387191 379479 7441 271 0 0 0 0 426757 418258 8201 298 100119 98125 1924 70 Contribution Expense 48896 48896 0 0 22145530 21012939 410769 721822 400 400 12860 1245 0 49200 1858 0 0 0 0 0 42002507 46436161 0 0 338537 413150 7977687 4979515 2764639 2998172 756790 1111849 291798 180000 46169389 51190177 2124328 2512177 0 0 90000 0 0 0 0 0 0 0 5000000 5000000 2543833 4772612 55317170 58320786 65075331 70605575 X -19245403 -19899419 47663 129436 291798 354585 -18905942 -19415398 46169389 51190177 X -462582 314476 0 0 0 -361350 X 0 1 X 1 0 X 444655 332079 178234 288909 473150 1717027 17904799 19078618 20030416 20869232 19855078 97738143 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18349454 19410697 20208650 21158141 20328228 99455170 0 0 26228 34963 0 61191 0 0 0 0 0 0 0 0 26228 34963 0 61191 99393979 529784 677145 729611 925020 1038000 3899560 0 0 0 0 0 0 529784 677145 729611 925020 1038000 3899560 0 0 0 0 0 0 0 0 0 0 0 0 18879238 20087842 20938261 22083161 21366228 103354730 0.96168 0.96357 0.03773 0.03583 X Schedule A, Part III, Line 12 Loss on sale of vehicle 0 189640 189640 0 0 0 0 0 645520 448120 197400 0 4910003 4531395 378608 0 2232524 0 2232524 2998172 Annuities payable 429140 Due to affiliates 57891646 58320786 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 axes 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 Board President & Chief Executive Officer 443707 0 0 0 7911 0 54130 0 14901 0 520649 0 0 0 James Bernardo Board Vice Chair & Executive Vice President 304597 0 0 0 7488 0 0 0 14901 0 326986 0 0 0 Jeffrey J Davis Board Treasurer & Senior VP and Chief Financial Officer 292949 0 0 0 6189 0 0 0 14901 0 314039 0 0 0 Dan Davis Jr Senior VP of Operations-Continuing Care Comm 227410 0 0 0 1247 0 0 0 17130 0 245787 0 0 0 Steven Fuller VP Medical Director 218120 0 0 0 6451 0 0 0 7570 0 232141 0 0 0 MaryAnne Adamczyk Board Assistant Secretary & Sr. VP Corp Relations 196903 0 0 0 2851 0 0 0 14461 0 214215 0 0 0 Victoria Hess VP Of Sales and Marketing 183434 0 0 0 7313 0 0 0 1653 0 192400 0 0 0 Diane Burfiendt VP of Ops-Aff Housing and Pop Hlth 181923 0 0 0 994 0 0 0 17158 0 200075 0 0 0 Teresa Buchman VP Extended Care Operations 165176 0 0 0 3010 0 0 0 1764 0 169950 0 0 0 Dyan McAlister Board Assistant Treasurer & VP of Finance 155990 0 0 0 495 0 0 0 16902 0 173387 0 0 0 Cynthia Fox VP Human Resources 148346 0 0 0 712 0 0 0 14338 0 163396 0 0 0 Robert Jones VP of Plant Operations & Assets 140675 0 0 0 2206 0 0 0 16306 0 159187 0 0 0 Nancy Deibler Board Secretary & Executive Administrative Assistant 51961 0 0 0 8597 0 0 0 6382 0 66940 0 0 0 Deborah Barefoot Regional Director of Operations 175496 0 0 0 5182 0 0 0 7078 0 187756 0 0 0 Samantha Roos Meiser Executive Director 147488 0 0 0 21606 0 0 0 12631 0 181725 0 0 0 Catherine Chan Ng Executive Director 74727 0 0 0 87896 0 0 0 16001 0 178624 0 0 0 Mary Ann Poling Executive Director 157807 0 0 0 1403 0 0 0 6911 0 166121 0 0 0 Debra Larkin Corp Director of Comp & Privacy 148796 0 5000 0 446 0 0 0 1420 0 155662 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 Catherine Chan Ng received $86,719.62 in severance pay during 2018. 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 Hornell PSL Svc Chair; PSL Hsg Mgmt, Pres Home in the Pres of Huntingdon and First National Bank Board Membe 4578765 Repayment of loan by group member to First National Bank 0 Kimberly Shockey Quincy Village Board of Directors Vice Chair and VP at BB&T 1351664 Repayment of loan by group member 0 Ann Fedorchak PSL and PSL Hsg Mgmt Board Member, PSL Svcs Vice Chair and Managing Director at National Cooperative 250000 Affiliate invested in Advantage mission Deposit certificate held at National Cooperative Bank 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 the audit committee meeting 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 determines 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 month/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 ($361,350) Ross Presbyterian GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 352467867 Low income housing PA -42 -159 PHI PHI Wisteria Commons LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 464630922 Low income housing PA -11 -38850 PHI The Shepherds at Wisteria LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 300386033 Low income housing PA -11 173773 PHI Westminster Place at Windy Hill Village II GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 472992542 Low income housing PA -136 28832 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 PHI 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 PHI 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 PHI everyday LIFE 2045 Westgate Drive Suite 100 Bethlehem PA 180177487 364599810 LIFE program PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI 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 PHI 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 PHI 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 PHI 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 PHI Quincy Retirement Community 6596 Orphanage Road Quincy PA 17247 231173321 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI 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 PHI Geneva House 325 Adams Ave Scranton PA 18503 231883381 Low income housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI 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 PHI 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 PHI 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 -34 -505 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 -43 59056 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 -24 3004404 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 -28 1007684 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 -33 189791 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 -38 1826101 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 -45 63326 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 -35 224818 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 266856 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 -8 -95685 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 0 -82817 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 6 -139077 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 -14 -356513 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 -31 -521875 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 -42 -159 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 PHI Wisteria Commons LLC Related -22 134923 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 -38 886719 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 -63 99922 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 0 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 -136 28832 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 -14 -518 0 1 0.0002 Schartner House Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 861161245 Low income housing PA PHI C -34 -505 1 0 Westminster Place at Parkesburg Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 208765826 Low income housing PA PHI C -43 59056 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 -24 3004404 1 0 Westminster Place at Carroll Village Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 562642596 Low income housing PA PHI C -28 1007684 1 0 Westminster Place at Bloomsburg GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 010945558 Low income housing PA PHI C -33 189791 1 0 Westminster Place at Stewartstown Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 800499627 Low income housing PA PHI C -45 63326 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 -38 1826101 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 -35 224818 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 266856 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 -8 -95685 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 0 -82817 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 6 -139077 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 -14 -356513 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 -31 -521875 1 0 Ross Presbyterian GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 461976623 Low income housing PA PHI C -42 -159 1 0 The Shepherds at Wisteria LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 300386033 Low income housing PA PHI C -11 173773 1 0 PHI Wisteria Commons LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 464630922 Low income housing PA PHI C -11 -38850 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 -38 886719 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 0 0 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 0 0 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 PHI C 0 0 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 261527 Interest based on debt agreement between Westminster Place at Parkesburg LP and PHI. Westminster Place at Parkesburg LP d -194797 Loan amount based on agreement between Westminster Place at Parkesburg LP and PHI. Schartner House Associates LP a-i 101255 Interest based on debt agreement between Schartner House Associates LP and PHI. Schartner House Associates LP p -60527 Actual reimbursements made for expenses incurred. Based on invoices paid. Westminster Place at Quincy Village LP a-i 72625 Interest based on debt agreement between Westminster Place at Quincy Village LP and PHI. Westminster Place at the Long Community LP p -79099 Actual reimbursements made for expenses incurred. Based on invoices paid. Westminster Place at Windy Hill Village II LP s 3464390 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. PHI Presbyterian Apartments q 81298 Actual reimbursements made for expenses incurred. Based on invoices paid. Ross Presbyterian Senior Housing LP a-i 120456 Interest based on debt agreement between Ross Presbyterian Senior Housing and PHI. Westminster Place at Ware Presbyterian Village LP a-i 91068 Interest based on debt agreement between Westminster Place at Ware Presbyterian Village and PHI. Westminster Place at Ware Presbyterian Village LP s 1937206 Actual cash transferred. Westminster Place at Ware Senior Housing a-i 90319 Interest based on debt agreement between Westminster Place at Ware Senior Housing and PHI. Westminster Place at Ware Senior Housing s -787851 Actual cash transferred. PHI Presbyterian Senior Living Services Inc l -1273859 Management services based on contract between PHI Presbyterian Senior Living Service Inc and PHI. PHI Presbyterian Senior Living Services Inc r 2813278 Actual cash transferred. Shrewsbury Courtyards II Associates p -56413 Actual reimbursements made for expenses incurred. Based on invoices paid. Shrewsbury Courtyards II Associates s 127500 Actual cash transferred. Cathedral Village l -2322319 Management services based on contract between Cathedral Village and PHI. Cathedral Village r 8297677 Actual cash transferred. PHI Presbyterian Senior Living Housing Management Corporation l 93612 Management services based on contract between PHI Presbyterian Senior Living Housing Management Corporation and PHI. PHI PHI Investment Management Services Inc r -2027778 Actual cash transferred. PHI Presbyterian Homes in the Presbytery of Huntingdon l -3432014 Management services based on contract between PHI Presbyterian Homes in the Presbytery of Huntingdon and PHI. PHI Presbyterian Homes in the Presbytery of Huntingdon r 10999445 Actual cash transferred. The Long Home l -457145 Management services based on contract between The Long Home and PHI. The Long Home q -844257 Actual reimbursements made for expenses incurred. Based on invoices paid. PHI Quincy Retirement Community l -1793314 Management services based on contract between PHI Quincy Retirement Community and PHI. PHI Quincy Retirement Community r 12169247 Actual cash transferred. PHI Presbyterian Homes Inc l -10663846 Management services based on contract between PHI Presbyterian Homes Inc and PHI. PHI Presbyterian Homes Inc q -8024791 Actual reimbursements made for expenses incurred. Based on invoices paid.