HOMESTEAD VILLAGE INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HOMESTEAD VILLAGE INC (EIN 23-2010104)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-13
- IRS object ID
- 201931339349303768
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T11:26:52-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 W PHILADELPHIA STREET SUITE 200 | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232010104 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOMESTEAD VILLAGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOME | BusinessNameControlTxt |
| Phone | 7173974831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3227 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176043227 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS WILTON | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7173974831 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7178467000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.89.178.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 12:08:19 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BF90B4BE16E9AE312C0D8383967EBAED4A365E8B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUGLAS V MOTTER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3227 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 176043227 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,637,420 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HOMESTEADVILLAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | CONTINUING CARE RETIREMENT COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 275 | TotalEmployeeCnt |
| Total Volunteers | 251 | TotalVolunteersCnt |
| Total Gross UBI | $35,481 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$7,115 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $267,119 | PYContributionsGrantsAmt |
| CY Contributions Grants | $373,677 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,459,033 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,130,506 | CYProgramServiceRevenueAmt |
| PY Investment Income | $355,671 | PYInvestmentIncomeAmt |
| CY Investment Income | $262,118 | CYInvestmentIncomeAmt |
| PY Other Revenue | $416,551 | PYOtherRevenueAmt |
| CY Other Revenue | $357,167 | CYOtherRevenueAmt |
| PY Total Revenue | $18,498,374 | PYTotalRevenueAmt |
| CY Total Revenue | $20,123,468 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,409 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,796 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,384,331 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,588,528 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $36,734 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,299,212 | PYOtherExpensesAmt |
| CY Other Expenses | $10,490,620 | CYOtherExpensesAmt |
| PY Total Expenses | $17,688,952 | PYTotalExpensesAmt |
| CY Total Expenses | $19,093,944 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $809,422 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,029,524 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $52,744,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $59,455,554 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,512,700 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $52,007,133 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,231,609 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,448,421 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ENHANCING INDEPENDENCE AND DIGNITY AS TOGETHER WE CREATE A COMPASSIONATE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,597,786 | ExpenseAmt |
| Grant | $14,796 | GrantAmt |
| Revenue | $10,038,270 | RevenueAmt |
| Desc | INDEPENDENT LIVING - HOMESTEAD VILLAGE PROVIDED INDEPENDENT LIVING ACCOMMODATIONS FOR 422 RESIDENTS IN 28 SINGLE FAMILY HOMES, 136 TOWNHOUSES, 111 APARTMENTS AND 31 FARMSTEAD HOMES. INDEPENDENT LIVING IS THE FIRST STAGE IN THE QUALITY RESIDENT-FOCUSED CONTINUUM OF CARE PROVIDED FOR THE SENIOR ADULTS SERVED BY HOMESTEAD VILLAGE. RESIDENTS ENJOY ACTIVE LIVING THROUGH A VARIETY OF ACTIVITIES, LIFE-LONG LEARNING OPPORTUNITIES, WORRY FREE HOME MAINTENANCE AND PEACE OF MIND WITH THE SUPERIOR CARE AVAILABLE TO THEM. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $863,618 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,008,310 | RevenueAmt |
| Desc | PERSONAL CARE SERVICES - AN INTERMEDIATE LEVEL OF CARE IS PROVIDED TO RESIDENTS THROUGH A THIRTEEN ROOM PERSONAL CARE APARTMENT COMPLEX AND THROUGH OUR INNOVATIVE SUPPORTIVE SERVICES PROGRAM WHICH PROVIDES PERSONAL-CARE SERVICES IN UP TO 87 OF OUR APARTMENT HOMES. THIS PART OF THE PROGRAM ALLOWS RESIDENTS TO REMAIN IN THEIR HOMES FOR A LONGER PERIOD OF TIME BEFORE TRANSFERRING TO A HIGHER LEVEL OF CARE. THE PERSONAL CARE RESIDENTS RECEIVED APPROXIMATELY 18,187 NURSING HOURS, AND THE SUPPORTIVE SERVICES RESIDENTS RECEIVED APPROXIMATELY 37,792 HOURS OF NURSING SERVICE DURING THE YEAR. WE SERVED AN AVERAGE OF 12.2 RESIDENTS MONTHLY THROUGH THE PERSONAL CARE APARTMENTS AND 24.7 RESIDENTS MONTHLY THROUGH THE SUPPORTIVE SERVICES PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,893,499 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,048,445 | RevenueAmt |
| Desc | NURSING SERVICES - HOMESTEAD VILLAGE PROVIDES A HIGH LEVEL OF NURSING CARE TO OUR RESIDENTS AND MEMBERS OF THE SURROUNDING COMMUNITY WHO REQUIRE SKILLED NURSING CARE. WE HAVE A 60 BED NURSING FACILITY LICENSED FOR BOTH MEDICARE AND MEDICAID WHICH SERVED AN AVERAGE OF 55.3 RESIDENTS PER MONTH DURING THE FISCAL YEAR. THESE RESIDENTS WERE PROVIDED APPROXIMATELY 96,131 HOURS OF NURSING SERVICE DURING THE YEAR. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | HOMESTEAD PROVIDES SERVICES TO RESIDENTS WHO MEET CERTAIN CRITERIA AT AMOUNTS LESS THAN ITS COST OF PROVIDING CARE. HOMESTEAD MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF BENEVOLENT CARE IT PROVIDES. THE COSTS ASSOCIATED WITH THE BENEVOLENT CARE SERVICES PROVIDED TO RESIDENTS INCLUDE BOTH DIRECT COSTS AND ESTIMATED INDIRECT COSTS, AS REPORTED BY MANAGEMENT ON THE HOMESTEAD'S INTERNAL FINANCIAL STATEMENTS. THE LEVEL OF BENEVOLENT CARE PROVIDED BY HOMESTEAD, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, INCLUDING MEDICAL ASSISTANCE PROGRAM BENEFICIARIES, WAS APPROXIMATELY $1,048,000 AND $443,000 IN 2018 AND 2017, RESPECTIVELY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $16,354,903 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 41 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 275 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS WILTON CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7173974831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 MARIETTA AVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JACK HESS | ||||||
| CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BENJAMIN BAMFORD | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HARRY RADCLIFFE | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GEORGE ALSPACH | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BAKKEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JOAN H BOBEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GARY BROWN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| FRED GEIGER | ||||||
| BOARD MEMBER (UNTIL 9/17) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARIANNE LUTZ KELLY | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SHIRLEY REINDOLLAR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| C EUGENE MOORE | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID URECH | ||||||
| BOARD MEMBER (UNTIL 9/17) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILIAM WHITESELL | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN KEPCHAR JR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CONSTANCE REILY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS MOTTER | ||||||
| PRESIDENT | 50.00 | Yes (X) | $181,220 | $0 | $17,765 | |
| CAROL CARTER | ||||||
| EXECUTIVE DIRECTOR | 50.00 | Yes (X) | $136,357 | $0 | $11,168 | |
| THOMAS WILTON | ||||||
| CFO | 50.00 | Yes (X) | $125,655 | $0 | $15,952 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $443,232 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $44,885 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EG STOLZFUS | |||||
| 474 MT SIDNEY RD | LANCASTER | PA | 17602 | CONTRACTOR | $4,516,051 |
| CURA HOSPITALITY | |||||
| PO BOX 743676 | ATLANTA | GA | 30374 | FOOD SERVICES | $2,130,389 |
| GENESIS ELDERCARE REHABILITATION SERVICE | |||||
| PO BOX 821322 | PHILADELPHIA | PA | 19182 | MEDICAL | $766,000 |
| FULTON BANK | |||||
| ONE PENN SQ | LANCASTER | PA | 17602 | BANKING/FINANCIAL | $760,767 |
| VARSITY | |||||
| 532 NORTH FRONT STREET | WORMLEYSBURG | PA | 17043 | MARKETING | $237,760 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $65,271 | FundraisingAmt |
| All Other Contributions | $308,406 | AllOtherContributionsAmt |
| Noncash Contributions | $6,547 | NoncashContributionsAmt |
| Total Contributions | $373,677 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| RESIDENT SERVICES | 623000 | $15,055,655 | $15,055,655 | |
| ENTRANCE FEES | 623000 | $3,182,483 | $3,182,483 | |
| FOOD SERVICES | 623000 | $799,944 | $799,944 | |
| DINING ROOM | 623000 | $56,943 | $56,943 | |
| POOL AND MEMBERSHIP | 623000 | $35,481 | $35,481 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,130,506 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $198,541 | TotalRevenueColumnAmt |
| Exclusion | $198,541 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $212,699 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $106,873 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $105,826 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,826 | TotalRevenueColumnAmt |
| Exclusion | $105,826 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $436,835 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $373,258 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $63,577 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $63,577 | TotalRevenueColumnAmt |
| Exclusion | $63,577 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $18,164 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $65,271 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $33,821 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$15,657 | TotalRevenueColumnAmt |
| Exclusion | -$15,657 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| BEAUTY/BARBER SHOP | 623000 | $86,248 | $86,248 |
| CABLE TELEVISION | 623000 | $86,069 | $86,069 |
| RESIDENT ACTIVITIES | 623000 | $58,723 | $58,723 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,958 | TotalRevenueColumnAmt |
| Exclusion | $35,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $266,998 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,123,468 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,095,025 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $35,481 | UnrelatedBusinessRevenueAmt |
| Exclusion | $619,285 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,796 | TotalAmt |
| Program Services | $14,796 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,500 | TotalAmt |
| Management And General | $525,500 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,445,472 | TotalAmt |
| Program Services | $5,581,365 | ProgramServicesAmt |
| Management And General | $834,748 | ManagementAndGeneralAmt |
| Fundraising | $29,359 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,384 | TotalAmt |
| Program Services | $69,526 | ProgramServicesAmt |
| Management And General | $8,858 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995,707 | TotalAmt |
| Program Services | $927,804 | ProgramServicesAmt |
| Management And General | $67,903 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,465 | TotalAmt |
| Program Services | $444,568 | ProgramServicesAmt |
| Management And General | $96,651 | ManagementAndGeneralAmt |
| Fundraising | $2,246 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,228 | TotalAmt |
| Management And General | $56,228 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,538 | TotalAmt |
| Management And General | $44,538 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $933 | TotalAmt |
| Management And General | $933 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,876 | TotalAmt |
| Management And General | $82,876 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,320,279 | TotalAmt |
| Program Services | $3,217,408 | ProgramServicesAmt |
| Management And General | $102,871 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,442 | TotalAmt |
| Program Services | $238,442 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,096,393 | TotalAmt |
| Program Services | $663,480 | ProgramServicesAmt |
| Management And General | $427,784 | ManagementAndGeneralAmt |
| Fundraising | $5,129 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,968,069 | TotalAmt |
| Program Services | $1,954,951 | ProgramServicesAmt |
| Management And General | $13,118 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,054 | TotalAmt |
| Program Services | $66,954 | ProgramServicesAmt |
| Management And General | $6,100 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,065 | TotalAmt |
| Program Services | $7,845 | ProgramServicesAmt |
| Management And General | $23,220 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,965 | TotalAmt |
| Program Services | $314,965 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,450,440 | TotalAmt |
| Program Services | $2,450,440 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,320 | TotalAmt |
| Management And General | $186,320 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| RESIDENT ACTIVITIES | $295,582 | $210,737 | $84,845 |
| MEDICAL SUPPLIES | $144,606 | $144,606 | |
| PERSONNEL EXPENSES | $82,009 | $82,009 | |
| DUES AND SUBSCRIPTIONS | $65,322 | $33,684 | $31,638 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,499 | TotalAmt |
| Program Services | $13,332 | ProgramServicesAmt |
| Management And General | $26,167 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,093,944 | TotalAmt |
| Program Services | $16,354,903 | ProgramServicesAmt |
| Management And General | $2,702,307 | ManagementAndGeneralAmt |
| Fundraising | $36,734 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,570 | BOYAmt |
| EOY | $1,470 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,041,316 | BOYAmt |
| EOY | $4,927,153 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89 | BOYAmt |
| EOY | $89 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $706,533 | BOYAmt |
| EOY | $565,524 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,804 | BOYAmt |
| EOY | $293,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $88,767,924 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $40,116,892 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,211,419 | BOYAmt |
| EOY | $48,651,032 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,455,021 | BOYAmt |
| EOY | $4,830,814 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $122,557 | BOYAmt |
| EOY | $186,449 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,744,309 | BOYAmt |
| EOY | $59,455,554 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,790,727 | BOYAmt |
| EOY | $2,010,576 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,165,335 | BOYAmt |
| EOY | $37,846,115 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,552,839 | BOYAmt |
| EOY | $5,501,027 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,133,565 | BOYAmt |
| EOY | $4,979,788 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,870,234 | BOYAmt |
| EOY | $1,669,627 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,512,700 | BOYAmt |
| EOY | $52,007,133 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,703,813 | BOYAmt |
| EOY | $5,656,589 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $830,096 | BOYAmt |
| EOY | $1,084,587 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,700 | BOYAmt |
| EOY | $707,245 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,231,609 | BOYAmt |
| EOY | $7,448,421 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,744,309 | BOYAmt |
| EOY | $59,455,554 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,029,524 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $187,289 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $131,448 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $258,563 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,927 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $267,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $391,841 | CurrentTaxYearAmt |
| Total | $1,162,898 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,348,552 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,185,015 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,504,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,401,888 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,095,025 | CurrentTaxYearAmt |
| Total | $81,535,102 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $141,702 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $259,472 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $305,105 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $259,167 | CurrentTaxYearAmt |
| Total | $1,109,529 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,624,083 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,585,280 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,878,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,974,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,746,033 | CurrentTaxYearAmt |
| Total | $83,807,529 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,432 | CurrentTaxYearAmt |
| Total | $112,557 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,825 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,432 | CurrentTaxYearAmt |
| Total | $112,557 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $83,694,972 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $287,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $326,130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $283,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $260,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $411,240 | CurrentTaxYearAmt |
| Total | $1,569,015 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $287,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $326,130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $283,618 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $260,551 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $411,240 | CurrentTaxYearAmt |
| Total | $1,569,015 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,123 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,034 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,831 | CurrentTaxYearAmt |
| Total | $16,941 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,916,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,911,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,164,359 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,235,697 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,165,104 | CurrentTaxYearAmt |
| Total | $85,393,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98010 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98050 | PublicSupportPY509Pct |
| Investment Income CY | 0.01840 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01820 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISC INCOME - 2013 AMOUNT: $ 5,123. 2014 AMOUNT: $ 233. 2015 AMOUNT: $ 2,720. 2016 AMOUNT: $ 1,034. 2017 AMOUNT: $ 7,831. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $933 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $933 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | HOMESTEAD VILLAGE PAYS DUES TO THE ORGANIZATIONS LEADING AGE AND LEADING AGE OF PENNSYLVANIA. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID BY HOMESTEAD VILLAGE THAT IS ALLOCABLE TO LOBBYING IS $933. (ESTIMATED AT 6.25% OF TOTAL DUES OF $14,935). | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $901,036 | BeginningYearBalanceAmt |
| Contributions | $9,545 | ContributionsAmt |
| Investment Earnings Or Losses | $138,193 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $108,300 | OtherExpendituresAmt |
| End Year Balance | $940,474 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $769,876 | BeginningYearBalanceAmt |
| Contributions | $120,333 | ContributionsAmt |
| Investment Earnings Or Losses | $10,827 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $901,036 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $741,798 | BeginningYearBalanceAmt |
| Contributions | $12,518 | ContributionsAmt |
| Investment Earnings Or Losses | $15,560 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $769,876 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $707,774 | BeginningYearBalanceAmt |
| Contributions | $10,360 | ContributionsAmt |
| Investment Earnings Or Losses | $23,664 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $741,798 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $716,912 | BeginningYearBalanceAmt |
| Contributions | $2,460 | ContributionsAmt |
| Investment Earnings Or Losses | $56,627 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $68,225 | AdministrativeExpensesAmt |
| End Year Balance | $707,774 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.75200 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.24800 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,978,833 | OtherCostOrOtherBasisAmt |
| Book Value | $6,978,833 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,319,486 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,389,665 | DepreciationAmt |
| Book Value | $26,929,821 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,306,365 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,493,844 | DepreciationAmt |
| Book Value | $5,812,521 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,479,547 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,233,383 | DepreciationAmt |
| Book Value | $5,246,164 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,683,693 | OtherCostOrOtherBasisAmt |
| Book Value | $3,683,693 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $48,651,032 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHARITABLE GIFT ANNUITIES | $65,181 |
| DEPOSITS | $1,604,446 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,669,627 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $20,451,451 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $187,289 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $187,289 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,264,162 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$140,694 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$140,694 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,123,468 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $19,234,638 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $140,694 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $140,694 | ExpensesNotReportedAmt |
| Expenses Subtotal | $19,093,944 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $19,093,944 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | HOMESTEAD VILLAGE'S ENDOWMENT FUND IS USED TO PROVIDE FINANCIAL SUPPORT TO RESIDENTS WHO HAVE DEPLETED THEIR FINANCIAL RESOURCES AND FOR THE PURPOSES SPECIFIED BY THE DONORS. DONORS HAVE PROVIDED FUNDS TO RENOVATE OUR SKILLED NURSING FACILITY TO PROVIDE MORE "HOME-LIKE" SURROUNDINGS FOR RESIDENTS. THEY HAVE ALSO PROVIDED FUNDS TO SUPPORT OUR CHAPLAIN SERVICE AND TO HELP EMPLOYEES WITH UNUSUAL FINANCIAL NEEDS. AN EXAMPLE OF THAT HELP INCLUDES HELPING AN EMPLOYEE PAY AN UNUSUALLY HIGH PRESCRIPTION BILL. A COMMITTEE OF THE BOARD OF DIRECTORS APPROVES REQUESTS FOR THE USE OF ENDOWMENT FUNDS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL INCOME -106,873. FINDRAISING EXPENSES -33,821. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 106,873. FUNDRAISING EXPENSES 33,821. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2018 GALA | Event1Nm |
| Gross Receipts Event1 | $45,095 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $30,765 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $14,330 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,620 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $15,597 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $3,380 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,567 | OtherDirectExpensesEvent1Amt |
| Event2 | 2017 GOLF CLASSIC | Event2Nm |
| Gross Receipts Event2 | $38,340 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $34,506 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,834 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $4,157 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $4,185 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $2,315 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $83,435 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $65,271 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $18,164 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $6,777 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $19,782 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $3,380 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,882 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $33,821 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$15,657 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHURCH OF THE APOSTLES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1850 MARIETTA AVENUE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $9,258 | CashGrantAmt |
| Purpose Of Grant | TO HELP DEFRAY THE COST OF A PARKIN LOT REPAVING | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION MAKES DONATIONS TO LOCAL NON-PROFITS AS A GESTURE OF GOODWILL AND DOES NOT FOLLOW UP TO DETERMINE THE USE OF FUNDS AFTER DISBURSEMENT. THE ORGANIZATION DOES VERIFY THAT ALL RECIPIENTS ARE PUBLIC CHARITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS MOTTER | PersonNm |
| Title | PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $181,220 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $3,888 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $13,877 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $198,985 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENN INDUSTRIAL DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 472054244 | BondIssuerEIN |
| Bond Issued | 2015-12-22 | BondIssuedDt |
| Issue Price | $6,500,000 | IssuePriceAmt |
| Purpose | REFINANCE 2010 BONDS AND CAPITAL DEVELOPMENT/IMPROVEMENTS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,285,127 | RetiredAmt |
| Total Proceeds | $6,500,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $94,221 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $1,619,515 | CapitalExpendituresAmt |
| Other Spent Proceeds | $4,786,264 | OtherSpentProceedsAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | Yes (1) | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.01750 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.01750 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COOPER HOMES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | LISA COOPER, OWNER, IS A FORMER PRESIDENT OF THE HOMESTEAD VILLAGE BOARD | RelationshipDescriptionTxt |
| Transaction | $156,953 | TransactionAmt |
| Transaction | COOPER HOMES WAS PAID FOR RENOVATIONS. ALL TRANSACTIONS ARE AT ARM'S LENGTH. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | ALL DIRECTORS HAVE THE SAME VOTING RIGHTS. THE BYLAWS GIVE THE EXECUTIVE COMMITTEE THE POWER TO ACT WITH THE FULL AUTHORITY OF THE BOARD BETWEEN MEETINGS. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE MUST BE REPORTED AT THE NEXT BOARD OF DIRECTORS MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11B | HOMESTEAD VILLAGE'S CFO PERFORMS THE INITIAL COMPANY REVIEW OF THE FORM 990 PREPARED BY INDEPENDENT ACCOUNTANTS. THE FORM 990 IS THEN PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW. AFTER THE FINANCE COMMITTEE'S REVIEW, EVERY MEMBER OF THE BOARD OF DIRECTORS RECEIVES A COPY OF THE FORM 990 FOR REVIEW BEFORE THE RETURN IS FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ARTICLE III, SECTION 13 OF HOMESTEAD VILLAGE'S BY-LAWS DEALS WITH CONFLICT OF INTEREST FOR BOARD MEMBERS. ALL MEMBERS OF THE BOARD OF DIRECTORS SHALL BE APPRISED OF THE FIDUCIARY OBLIGATIONS OF THEIR POSITION AS A MEMBER OF THE BOARD AND OF THEIR RESPONSIBILITY TO THE CORPORATION TO REFRAIN FROM PARTICIPATING IN ANY ACTION THAT IS A CONFLICT OF INTEREST IN THEIR DIRECTOR RELATIONSHIP TO THE CORPORATION. EACH MEMBER OF THE BOARD SHALL BE REQUIRED TO EXECUTE ANNUALLY A CONFLICT OF INTEREST STATEMENT IN A FORM TO BE PREPARED AND MAINTAINED BY THE OFFICE OF THE PRESIDENT OF THE CORPORATION. DIRECTORS ARE REQUIRED TO DISCLOSE ANY RELATIONSHIPS THEY MAY HAVE WITH OTHER DIRECTORS, OFFICERS, AND ENTITIES THAT DO BUSINESS WITH HOMESTEAD VILLAGE, ETC. ANY DIRECTOR OR OFFICER WITH A CONFLICT WILL ABSTAIN FROM VOTING ON ANY MATTER THAT INVOLVES THE CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE PERFORMANCE OF HOMESTEAD VILLAGE'S CEO. IT USES THE LEADING AGE SALARY SURVEY AS A GUIDE WHEN DETERMINING THE RATE OF INCREASE IN THE CEO'S COMPENSATION. INCREASES ARE MERIT-BASED AND THE PROCESS INCLUDES A REVIEW BY THE EXECUTIVE COMMITTEE OF THE GOALS SET FOR THE PRESIDENT FOR THE PAST YEAR AND THE PROGRESS MADE TOWARD ACHIEVING THOSE GOALS. NEW GOALS FOR THE UPCOMING YEAR ARE ESTABLISHED AS PART OF THE REVIEW PROCESS. THE CHAIRMAN OF THE BOARD OF DIRECTORS COMMUNICATES IN WRITING TO THE CHIEF FINANCIAL OFFICER ANY INCREASE IN COMPENSATION FOR THE PRESIDENT. THE CHIEF FINANCIAL OFFICER SHARES THE COMMUNICATION WITH HOMESTEAD VILLAGE'S DIRECTOR OF HUMAN RESOURCES. ALL OTHER EMPLOYEES OF HOMESTEAD VILLAGE HAVE THEIR PERFORMANCE REVIEWED ANNUALLY BY THEIR SUPERVISORS. PAY INCREASES ARE DETERMINED BY THE RESULTS OF THAT REVIEW. ANY PAY INCREASE OR DECREASE VARYING FROM THE COMPANY MEDIAN MUST BE APPROVED BY THE CEO. THE DIRECTOR OF HUMAN RESOURCES ALSO EXAMINES THE ANNUAL PERFORMANCE REVIEWS. THE CEO AND DIRECTOR OF HUMAN RESOURCES COMPARE WAGE AND SALARY LEVELS ANNUALLY TO INDUSTRY AVERAGES USING A TRADE ASSOCIATION SALARY SURVEY. A NEW BOARD COMMITTEE HAS BEEN FORMED TO DEAL WITH HUMAN RESOURCE ISSUES AND WILL BECOME INVOLVED IN SALARY DECISIONS FOR KEY EMPLOYEES. THE OCCURRENCE OF THEIR MEETING IS RECORDED IN THE MINUTES OF THE SUBSEQUENT MEETING OF THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTING FEES: PROGRAM SERVICE EXPENSES 2,130,918. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,130,918. AMBULANCE SERVICES: PROGRAM SERVICE EXPENSES 1,029. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,029. BEAUTY/BARBER: PROGRAM SERVICE EXPENSES 87,847. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 87,847. LABORATORY AND RADIOLOGY: PROGRAM SERVICE EXPENSES 28,341. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,341. OCCUPATIONAL THERAPY: PROGRAM SERVICE EXPENSES 98,771. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,771. PHARMACY FEES: PROGRAM SERVICE EXPENSES 163,099. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 163,099. PHYSICAL AND SPEACH THERAPY: PROGRAM SERVICE EXPENSES 707,403. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 707,403. CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 102,871. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 102,871. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOMESTEAD VILLAGE HOME CARE SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 MARIETTA AVENUE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272940494 | EIN |
| Primary Activities | PROVIDES HOME HEALTH CARE | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $252,153 | TotalIncomeAmt |
| End Of Year Assets | $35,001 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOMESTEAD VILLAGE INC | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | INVESTMENTS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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