2018-05-11T15:10:53-05:00 2017-12-31 250969422 Presbyterian SeniorCare 1215 Hulton Road Oakmont PA 15139 990 2017-01-01 232605414 Longwood at Oakmont Inc LONG 4128266081 500 Route 909 Verona PA 15147 Joseph Wenger CFO 4128265704 2018-05-11 4128265704 2017 2022-09-23 18:48:47Z Joseph Wenger 500 Route 909 Verona PA 15147 28156964 0 X N/A X 1990 PA Continuing care retirement community offering quality amenities and several financial options including an accredited LifeCare model. Longwood at Oakmont, a premier 60-acre, independent-living retirement community, offers casual sophisticated living with quality amenities and an accredited LifeCare model that provides priority access to future healthcare services if needed, including personal care, skilled nursing, memory care, and rehabilitation. Longwood at Oakmont was developed, and is operated, by Presbyterian SeniorCare which was established on January 25, 1928 in the Commonwealth of Pennsylvania as a not-for-profit, charitable organization. Presbyterian SeniorCare gives back to its local communities including providing charitable care to seniors it serves that no longer have the means to pay. In 2017 across its regional network, it provided $601,726 in community support and a combined total of $22.4 million in benevolent and uncompensated care. 14 7 343 100 0 0 143538 26914 25059410 24467687 247402 413154 0 0 25450350 24907755 0 0 0 0 9752279 9273239 0 0 0 15591998 16842948 25344277 26116187 106073 -1208432 98808277 99638125 149111705 150276781 -50303428 -50638656 X Continuing care retirement community providing a full range of quality amenities & support including an accredited LifeCare model that provides priority access to future healthcare services. 0 0 21521472 24467687 Longwood at Oakmont offers resident-driven programs, activities and cultural events in an independent living environment, while providing a continuum of care, including personal care, skilled nursing, memory care and rehabilitation services. Longwood at Oakmont serves over 390 older adults on a continuing basis. In 2017, residents benefitted from its new partnership with Masterpiece Living, an organization that works with more than 70 senior living communities to enhance successful aging through healthy lifestyle choices. Through the partnership, Longwood accesses research and tools that provide opportunities for each resident, and the community as a whole, to measure progress against four key dimensions of successful living - spiritual, intellectual, physical and social.At Longwood, better choices for a better life include a variety of financial options. With a LifeCare package, residents make an upfront investment, which offers refundability options to their estate, and includes unlimited use of healthcare services if needed. Another affordable option is the month-to-month rentals available on a limited number of residences on a first-come, first-serve basis that includes access to the community's amenities without having to make the long-term commitment and significant upfront investment required by a LifeCare contract. Another financial option, SelectCare, offers a lower upfront investment and provides access to health care services that are paid for at the time they are needed at prevailing market rates. Longwood provided $78,279 of community support in 2017.Longwood at Oakmont was developed, and is operated, by Presbyterian SeniorCare which was established on January 25, 1928 in the Commonwealth of Pennsylvania as a not-for-profit, charitable organization. Since its inception, Presbyterian SeniorCare has been committed to service excellence and making aging easier for older adults and their families. One way we distinguish ourselves is by pursuing CARF Accreditation. CARF is an international, not-for-profit organization that promotes quality, value, and optimal outcomes by conducting surveys to assure that quality standards are being met. Participation in CARF accreditation is voluntary and requires a commitment of time and resources.In 2016, as part of Presbyterian SeniorCare Network, Longwood at Oakmont attained accreditation under CARF's Network standards. Introduced in 2016, the "Network" standards were implemented by CARF in order to "support networks' development toward continuity of services among multiple providers and to support quality when a legal entity does not own all participating providers within its network." Longwood at Oakmont achieved CARF accreditation in four additional program areas: Continuing Care Retirement Community, Person-Centered Long-Term Care Community, Dementia Care Specialty, and Assisted Living. A Person-Centered Long-Term Care Community, according to CARF, "is a place where persons served want to live, people want to work, and both choose to stay." CARF defines a Dementia Care Specialty Program as one that delivers services focused on the unique and changing physical, cognitive, communication, emotional, psychosocial, behavioral, occupational, medical, palliative, educational, environmental, and leisure/recreational needs of persons with dementia. Under CARF, the Assisted Living accreditation also encompasses personal care communities and is defined as "a residential program that provides meals, housing, and a range of hospitality and personal care services for adults of all ages in a supportive and safe home-like setting."Presbyterian SeniorCare has been instrumental in developing, and is the sole member of, numerous not-for-profit member corporations that provide older adults with living and service options including: a regional system of housing for low income seniors and persons with disabilities, personal care, Alzheimer's and dementia care, long-term and rehabilitation healthcare, and non-medical homecare, and community services for older adults. Additionally, in collaboration with Jewish Association on Aging and UPMC, Presbyterian SeniorCare is a sponsor of Community LIFE, a non-profit program that provides comprehensive health and social services to approximately 570 frail, elderly adults so that they can continue to live in their homes.The Internal Revenue Service has determined that Presbyterian SeniorCare is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. However, as a responsible corporate citizen, Presbyterian SeniorCare gives back to its local communities through promotion of health and wellness efforts, education and training programs, financial and in-kind donations, and special projects. Guided by its faith-based mission, Presbyterian SeniorCare provides benevolent care annually to residents in our care communities who no longer have the means to pay. In 2017, it provided across its regional network of facilities, services and programs $601,726 in community support as well as a combined total of $22.4 million in benevolent and uncompensated care. This included $160,209 of benevolent care provided to Longwood at Oakmont residents. Benevolent care is supported by the Longwood Life Care Fund, which provides assistance to Longwood LifeCare residents who have outlived their resources and no longer have the ability to meet the monthly maintenance fees.Presbyterian SeniorCare is the sponsor of 28 supportive and affordable housing communities serving persons with disabilities and low-income seniors through a service-enriched model that supports aging in place and delays/prevents the need for institutional care. Additionally, through its management affiliate, SeniorCare Network, it provides management services to 9 low-income housing communities and one skilled nursing community.Recognizing the pervasiveness of cognitive impairment among older adults, in 2015 Presbyterian SeniorCare required all employees, including even those who were not direct caregivers, to receive training through the National Alzheimer's Association. Additionally, direct care givers complete an immersion experience that is over and above the training provided to all employees. Based upon the development of Woodside Place in 1991, Presbyterian SeniorCare created the Woodside Program, a model of Alzheimer's and dementia care embraced by others, including the skilled nursing communities in our regional network. Presbyterian SeniorCare has received national and international recognition for its contribution to the field of dementia care: American Institute of Architects Ten-year Award in 2007, Excellence in Dementia Care in 2015 from LeadingAge national, 2012 Innovation of the Year Award from LeadingAge PA, and 2014 Outstanding Program award by the Pennsylvania Therapeutic Recreation Institute. Today Presbyterian SeniorCare is recognized as a Dementia Care Center of Excellence. We take our expertise in dementia care out into the greater community by sponsoring free public events or hosting educational sessions for first-responders such as police officers, firefighters and EMTs so they can better help people living with dementia when they encounter them during an emergency.We support older adults wherever they are on life's journey- from low to moderate income supportive housing to programs for those who wish to stay at home. Our philosophy of person-centered care focuses on making aging easier for adults by respecting each person's choice on how to receive the care they need, whether at their home or in our residences.In keeping with our person-centered care philosophy, the seven Presbyterian SeniorCare sponsored skilled nursing communities have been transformed from the traditional institutional setting and medical model of yesteryear to home-like environments that deliver personalized care with an emphasis on also enhancing quality of life. More than 50% of persons served annually are covered by Medical Assistance. As a Center of Rehab Excellence, the Presbyterian SeniorCare Network developed the MyLife Program, a holistic approach to recovery, which includes the physical environment, the delivery of hospitality and the personalized clinical care provided by an expert team focused on getting patients back home and back to their life.Presbyterian SeniorCare has always been committed to providing welcoming and respectful environments for everyone, and we elevated this commitment to a strategic priority in 2013 for our Aging Services Network. A deliberate multi-year, multi-phase education and awareness effort was launched to foster diversity, equity and inclusion. This strategic initiative will position our Aging Services Network to be ready to serve an increasingly diverse aging population and to appropriately engage and support an increasingly diverse workforce. 21521472 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 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 47 0 1 343 0 0 0 0 0 0 0 0 0 0 0 X 14 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X Jodie Petrocelli 4128265714 500 Route 909 Verona PA 15147 Paul M Winkler Director and President 5.00 X X 0 375326 97019 Roger Beck Director 1.00 X 0 0 0 Frederick R Favo Director 1.00 X 0 0 0 Douglass E Harrison Director 1.00 X 0 0 0 James B Pieffer Director and Secretary 5.00 X X 0 263310 77673 Joseph A Wenger Director 10.00 X 0 245927 62139 Andrew E Mangene Director and Treasurer 5.00 X X 0 0 0 Richard T Space JD Director 1.00 X 0 0 0 Barbara M Sullivan Director 1.00 X 0 0 0 Margot Woodwell Director (Resident Represe 1.00 X 0 0 0 Verne Koch Director (Resident Represe 1.00 X 0 0 0 Bobbi Jo Haden Director 1.00 X 0 191237 22818 Jill Gordon Director 1.00 X 0 0 0 Dean Richardson Esq Director 1.00 X 0 0 0 Paul Peterson Executive Director 40.00 X 0 141356 18099 0 1217156 277748 0 0 1 0 RLPS 250 Valley Brook Drive Lancaster PA 17601 Architectural Services 252222 Cura Hospitality PO Box 743676 Atlanta GA 30374 Dietary Services 126730 2 26914 26914 Independent Living 623000 17684146 17684146 Nursing Care 623000 4554663 4554663 Personal Care 623000 2228878 2228878 24467687 511554 511554 3150809 3249209 -98400 -98400 -98400 24907755 24467687 0 413154 7793442 7112010 681432 84132 73314 10818 811073 742019 69054 584592 534820 49772 2093274 2093274 378542 378542 40892 40892 312519 3313 309206 338810 265209 73601 82182 82182 2131627 2131627 26625 19751 6874 14388 10000 4388 1417556 1417556 4998565 4998565 378798 378798 Purchased Services 1759408 1163127 596281 Food 1296876 1296876 Repairs & Maintenance 633733 633733 Equipment Rental & Main 350238 215982 134256 588915 524772 64143 26116187 21521472 4594715 0 800282 1232811 5473955 5920394 22865 8517 462163 715738 247536 256039 142774698 68095927 76762965 74678771 13728011 16092409 1310500 733446 98808277 99638125 2283529 2845796 8998864 8743064 56602972 56568586 81226340 82119335 149111705 150276781 X -50922681 -51337918 619253 699262 -50303428 -50638656 98808277 99638125 -1208432 873204 0 X X 0 0 0 X 99503 46555 132559 143538 26914 449069 21746854 22464538 23367061 25155904 24443210 117177567 21846357 22511093 23499620 25299442 24470124 117626636 0 0 0 117626636 426671 486509 392315 374654 511554 2191703 426671 486509 392315 374654 511554 2191703 22273028 22997602 23891935 25674096 24981678 119818339 0.98170 0.98250 0.01830 0.01750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3579681 3579681 132163757 62721381 69442376 7031260 5374546 1656714 74678771 Resident's Deposits 50609 Entrance Fee Deposits 1049782 Refundable Entrance Fees 81018944 82119335 X 25755664 873204 873204 24882460 25295 25295 24907755 26087840 0 26087840 28347 28347 26116187 Part X, Line 2: Longwood at Oakmont 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. 0 0 0 0 0 0 0 0 0 Paul M Winkler Director and President 0 375326 0 0 0 0 0 81532 0 15487 0 472345 0 0 James B Pieffer Director and Secretary 0 263310 0 0 0 0 0 59501 0 18172 0 340983 0 0 Joseph A Wenger Director 0 245927 0 0 0 0 0 54087 0 8052 0 308066 0 0 Bobbi Jo Haden Director 0 191237 0 0 0 0 0 17162 0 5656 0 214055 0 0 Paul Peterson Executive Director 0 141356 0 0 0 0 0 8709 0 9390 0 159455 0 0 A Allegheny county IDA 251269117 0173000AA 2011-12-01 75000000 Refinance Existing Bonds 0 0 0 A 0 0 0 0 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 Form 990, Part VI, Section A, line 6 The organization is a non-stock Pennsylvania non-profit corporation. The sole member of the organization is Presbyterian Seniorcare, a tax exempt 501(c)(3) organization, Fed ID no 25-0969422. Form 990, Part VI, Section A, line 7a The organization has one member who elects the members of the board of directors. The member, Presbyterian Seniorcare, is an exempt 501(c)(3)organization. Form 990, Part VI, Section B, line 11b A copy of the Form 990 was provided directly or emailed to each director of the board prior to filing of the Form 990. No review was or will be conducted. Form 990, Part VI, Section B, line 12c The organization has a written conflict of interest policy. All officers, directors and key employees are required to complete a conflict of interest questionnaire annually. The questionnaires are then reviewed by the governance committee of the sole member, Presbyterian Seniorcare, which then communicates any findings to Longwood at Oakmont board for any corrective action needed. To date we have had no unresolved conflict of interest problems. Form 990, Part VI, Section B, line 15 The sole member of the organization, Presbyterian Seniorcare, has a management compensation policy and philosophy in place. The executive committee's sub-comittee on officers compensation is charged with conducting and monitoring this policy. They utilize compensation data from the CliftonLarsonAllen Consulting Group via the national chapter of the Leading Age Associations - Chief Executives of Multi-Facility Organizations annual leadership compensation survey. This survey includes data from the country's largest non-profit long-term care systems. We benchmark our salaries with peer groups our size within the study, utilizing the 50th percentile as our target goal. All compensation for the CEO, officers and other key employees is approved by the board of directors after review of all information. All other employees are benchmarked against state and local association data. No independent board members are compensated in any way. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. We will make copies of requested documents at IRS approved rates per page, or the requestor may come to the offices to review the documents. Part XII, Line 2c Audit Committee The organization uses Baker Tilly Virchow Krause, a national firm, as their independent auditor. The sole member, Presbyterian Seniorcare, has an sudit committee that meets to review the annual audited financial statement with Baker Tilly Virchow Krause. They also have a private session, without management present, with the auditors at that meeting. The committee chooses the auditing firm, and approves their fee. A management letter, if there are any management comments, is prepared by Baker Tilly Virchow Krause, and reviewed with the committee. Corrective action is documented, if needed. The audit committee is independent of management. Presbyterian SeniorCare 1215 Hulton Road Oakmont PA 15139 250969422 Elderly Healthcare and Housing PA 501(c)(3) Line 11 N/A 0 Presbyterian Seniorcare Foundation 1215 Hulton Road Oakmont PA 15139 562289600 Supporting Organization PA 501(c)(3) Line 12b, II 0 Longwood at Home Inc 1215 Hulton Road Oakmont PA 15139 113643210 Continuing Care Retirement Community PA 501(c)(3) Line 11 0 Presbyterian Medical Center of Oakmont Pa Inc 1215 Hulton Road Oakmont PA 15139 251469798 Nursing Home PA 501(c)(3) Line 11 0 Presbyterian Medical Center of Washington Pa Inc 1215 Hulton Road Oakmont PA 15139 251413291 Nursing Home PA 501(c)(3) Line 11 0 Butler Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251423015 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Saxonburg Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251589215 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Plum Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251471814 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Center Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251620513 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Plum Presbyterian Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251711435 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Baden Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311587613 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Slippery Rock Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251772839 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Castle Shannon Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311587456 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Mckeesport Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311488599 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Franklin Twp Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251550102 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Washington Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251495780 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 McDonald Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251649199 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Bellmead Housing Corporation 1215 Hulton Road Oakmont PA 15139 251380305 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 East Liberty Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251705970 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Manchester Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251662399 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Community Partnerships for Housing Services Inc 1215 Hulton Road Oakmont PA 15139 311521653 Low Income Elderly Tax Credit Financed Housing PA 501(c)(3) Line 11 0 Bessemer Terrace House Corporation 1215 Hulton Road Oakmont PA 15139 251432873 Elderly Personal Care PA 501(c)(3) Line 11 0 Hope House Corporation 1215 Hulton Road Oakmont PA 15139 251597605 Elderly Personal Care PA 501(c)(3) Line 11 0 Spring Valley House Corporation 1215 Hulton Road Oakmont PA 15139 232361320 Elderly Personal Care PA 501(c)(3) Line 11 0 Allegheny Widows Home Association 1215 Hulton Road Oakmont PA 15139 251026837 Supporting Organization PA 501(c)(3) Line 11 0 Meadowlake Corporation 1215 Hulton Road Oakmont PA 15139 251636328 Housing for the Elderly PA 501(c)(3) Line 11 0 Parker Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251705428 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 SeniorCare at Home 1215 Hulton Road oakmont PA 15139 273673530 Elderly Home Care PA 501(c)(3) Line 11 0 Shenango Presbyterian SeniorCare 238 South Market Street New Wilmington PA 16142 251189696 continuing Care Retirement Community PA 501(c)(3) Line 11 0 Presbyterian Homes of Lake Erie 1225 School Road Erie PA 16505 250979369 continuing Care Retirement Community PA 501(c)(3) Line 11 0 Unlimited Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251703571 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Unlimited Housing for the Elderly 1215 Hulton Road Oakmont PA 15139 222846078 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 Presbyterian SeniorCare P 9845396 Actual Presbyterian SeniorCare M 2022930 Actual