2018-05-04T08:47:47-05:00 2017-06-30 390859910 Baker Tilly Virchow Krause LLP 20 Stanwix Street Pittsburgh PA 15222 990 2016-07-01 250339430 Baptist Homes Society BAPT 4125636550 489 Castle Shannon Boulevard Pittsburgh PA 15234 Brent V Foster CFO 4125636550 2018-05-01 1 Brian R Lenart EA P00289136 4126976400 X 2016 2022-09-23 18:48:47Z ALVIN W ALLISON JR 489 Castle Shannon Boulevard Pittsburgh PA 15234 45102745 0 X www.baptisthomes.org X 1910 PA provider of long-term care and independent living services to the elderly and disabled. 14 14 824 240 0 0 809368 390238 42898780 43946274 78822 31384 788525 734849 44575495 45102745 0 0 0 0 21025829 19497563 0 0 0 27828745 29792993 48854574 49290556 -4279079 -4187811 213436668 202144084 284829892 274589751 -71393224 -72445667 X Building on our 100 year tradition of excellence, we offer a full continuum of enriched living, compassionate care, and benevolence to a broad spectrum of individuals. We promote a lifestyle of growth, creativity and independence, while respecting the dignity and self determination of those living and working in our Christian communities. 0 0 44816215 0 43946274 Operation and maintenance of two continuing care retirement communities for older adults including skilled nursing care, personal care, HUD subsidized independent living and residential independent living. Rehabiliation services are also provided to those individuals in need of therapy services. 44816215 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 75 0 1 824 1 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X The Organization 4125636550 489 Castle Shannon Boulevard PITTSBURGH PA 15234 Mr Jan Wenzel Vice Chair 1.00 1.00 X X 0 0 0 Mr Larry Jackley Treasurer 1.00 1.00 X X 0 0 0 Mr Dale Killmeyer Board Member 1.00 0.00 X 0 0 0 Ms Laurie Butler board Member 1.00 0.00 X 0 0 0 Mr Richard Caruso board Member 1.00 0.00 X 0 0 0 Mr Brian Gongaware board Member 1.00 1.00 X 0 0 0 Mr Terry Gruneberg board Member 1.00 0.00 X 0 0 0 Ms Erin Stinner Board Member 1.00 0.00 X 0 0 0 Mr Frank Petrich Esq Secretary 1.00 0.00 X X 0 0 0 Mr Jeff Tindall Chair 1.00 0.00 X X 0 0 0 Dr Joseph Angelelli Board Member 1.00 0.00 X 0 0 0 Mr William Presutti Jr Board Member 1.00 0.00 X 0 0 0 Mr Tom Stout Board Member 1.00 0.00 X 0 0 0 Ms Karen Timko Esq Board Member 1.00 0.00 X 0 0 0 MR ALVIN W ALLISON JR PRESIDENT & CEO 50.00 1.00 X 283753 0 28852 MR BRENT V FOSTER CFO & ASST. TREASURER 50.00 1.00 X 191799 0 25602 MR ROBERT KOCENT EXECUTIVE DIRECTOR 50.00 0.00 X 172101 0 10264 Mr Bernard Erb Executive Administrator 50.00 0.00 X 122727 0 14031 Ms Sharon Silkroski Administrator 50.00 1.00 X 128105 0 13984 Ms Claudia Scheibel Marketing Counselor 50.00 0.00 X 133457 0 8007 Mr Howard Pannell Director of Nursing 50.00 0.00 X 103571 0 11121 1135513 0 111861 7 0 1 0 Genesis Rehab Services 101 E State StREET Kennett Square PA 19348 Therapy 1890601 RLPS Architects 250 Valleybrook Drive Lancaster PA 17601 Architectural 928874 CURA HOSPITALITY PO BOX 743676 ATLANTA GA 30374 DINING 908110 Spectrum 1349 East Garrison Boulevard Gastonia NC 28054 Marketing 481870 TransportU PO Box 40289 Pittsburgh PA 15201 Transportation 370279 12 390238 390238 RESIDENT SERVICES 623000 43683956 43683956 OTHER RESIDENT SERVICES 623000 262318 262318 43946274 31174 31174 210 0 210 210 210 GUEST MEAL REVENUE 900099 539699 539699 OTHER REVENUE 900099 167779 167779 GIFT SHOP REVENUE 900099 27371 27371 734849 45102745 43946274 0 766233 566623 566623 15258178 14962750 295428 725898 725898 1786226 1786226 1160638 1099464 61174 81955 81955 29055 29055 3257230 2877838 379392 141967 107911 34056 390604 248809 141795 2608 2608 2839983 2839983 26699 21380 5319 12822 10815 2007 8089932 8089932 6925019 6925019 358948 358948 RESIDENT SERVICES 2790755 2790755 0 0 Intercompany Transactio 2774425 0 2774425 0 FOOD 1605842 1570685 35157 0 REPAIRS & MAINTENANCE 181532 181532 0 0 283617 136315 147302 49290556 44816215 4474341 0 3525 3525 19572706 18685034 2426390 2314984 19657 19657 126741 47298 218895418 58941699 161822193 159953719 157216 110196 29308240 21009671 213436668 202144084 7210098 7110869 136200106 132449813 16966 432450 141402722 134596619 284829892 274589751 X -72901180 -72445667 1458691 0 49265 0 -71393224 -72445667 213436668 202144084 X -4187811 16063 3119305 X X 0 1 X 1 0 X 609392 457418 977572 809368 390238 3243988 40880729 39278336 42065477 42898780 43946324 209069646 41490121 39735754 43043049 43708148 44336562 212313634 0 0 0 212313634 47141 36391 41267 49578 31174 205551 47141 36391 41267 49578 31174 205551 604274 619265 735892 788525 734849 3482805 42141536 40391410 43820208 44546251 45102585 216001990 0.98290 0.98240 0.00100 0.00160 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11439688 11439688 180195351 42312738 137882613 8144802 4018877 4125925 15441644 12393987 3047657 3673933 216097 3457836 159953719 WORKERS' COMPENSATION FUND 707814 FUNDS HELD UNDER TRUST INDENTURE 10290755 DEFERRED MARKETING COSTS 1062641 OTHER ASSETS 2213190 DUE FROM AFFILIATE 1318199 Current portion of trustee held funds 5417072 21009671 REFUNDABLE FEES 125385146 OTHER LIABILITIES 390895 DUE TO AFFILIATE 5019400 FUTURE SERVICE OBLIGATION 2301178 Line of Credit 1500000 134596619 X Part X, Line 2: The Society accounts for uncertainty in income taxes by using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined there were no tax uncertainties that met the recognition threshold in 2017 and 2016. X X X 0 0 0 0 0 0 0 0 0 MR ALVIN W ALLISON JR PRESIDENT & CEO 204673 0 55080 0 24000 0 16365 0 12487 0 312605 0 0 0 MR BRENT V FOSTER CFO & ASST. TREASURER 135181 0 40503 0 16115 0 12086 0 13516 0 217401 0 0 0 MR ROBERT KOCENT EXECUTIVE DIRECTOR 123228 0 31766 0 17107 0 10264 0 0 0 182365 0 0 0 A Moon INDUSTRIAL DEVELOPMENT AUTHORITY 61543RAP1 2015-06-24 136123923 Refinance Outstanding 2007 bond issue 0 0 0 A 136123923 9373606 2908855 1 0 1 1 A 0 0 0 0 1 0 1 A 0 1 0 0 0 0 0 0 0 A 1 Form 990, Part VI, Section B, line 11b Form 990 reviewed by CFO with external accountants. Form 990 reviewed with and approved by the finance committee of the board of directors and recommended to the full board of directors for ratification. Form 990, Part VI, Section B, line 12c Conflict of interest statements are reviewed for exceptions. New contracts are reviewed by CEO for any potential conflicts. Form 990, Part VI, Section B, line 15 CEO compensation is reviewed and approved by the compensation committee of the board of directors. Approval is documented in committee minutes. Process is conducted annually in September. Officers and key employees compensation is determined annually by the CEO. Form 990, Part VI, Section C, line 19 DOCUMENTS ARE AVAILABLE UPON REQUEST Form 990, Part XI, line 9: CHANGE IN FUTURE SERVICE OBLIGATION 10,064,983. CHANGE IN Permanently Restricted Net Assets of Baptist Homes Foundation -49,265. CHANGE IN TEMPORARY RESTRICTED NET ASSETS OF BAPTIST HOMES FOUNDATION -1,458,691. Transfer of Membership Interests in Baptist Homes Foundation -5,437,722. FORM 990, PART XI, LINE 2B: THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AUDITED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT ON THE CONSOLIDATED BASIS. FORM 990, PART XII, LINE 2C NO CHANGE IN THE OVERSIGHT PROCESS IN THE CURRENT YEAR. BAPTIST HOMES FOUNDATION 489 CASTLE SHANNON BOULEVARD PITTSBURGH PA 15234 251469243 support related organizations PA 501(C)(3) 509(A)(3) TYPE 1 BAPTIST Senior Services 1 Baptist Senior Services 489 CASTLE SHANNON BOULEVARD PITTSBURGH PA 15234 820868020 SUPPORT BAPTIST HOMES SOCIETY PA 501(C)(3) 509(A)(3) TYPE 1 N/A 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 BAPTIST HOMES FOUNDATION C 390238 cost BAPTIST HOMES FOUNDATION L 56004 fair market value BAPTIST SENIOR SERVICES L 2749425 Cost BAPTIST HOMES FOUNDATION E 5019400 Cost