2018-10-16T09:59:04-07:00 2017-12-31 990 2017-01-01 231381404 PHI PHI 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 170198522 Jeffrey Davis Senior Vice-President/CFO 7175028840 2018-11-15 209.183.179.5 2017 2018-06-14 16:35:46Z Presbyterian Senior Living Stephen Proctor One Trinity Drive Suite 201 Dillsburg PA 17019 22083161 0 3292 X www.presbyterianseniorliving.org X 1997 PA Guided by the life and teachings of Jesus, the mission of Presbyterian Senior Living is to provide compassionate, vibrant and supportive communities and services to promote wholeness of body, mind and spirit. 17 17 156 2047 289340 16170 178234 288909 20030416 20869232 728527 925020 0 0 20937177 22083161 50000 25000 0 0 13135702 14317710 0 0 1008082 7546338 8295674 20732040 22638384 205137 -555223 42870377 46169389 60692601 65075331 -17822224 -18905942 Provide management support services for affiliates, which include nursing homes, assisted living facilities, continuing care retirement communities and low income housing facilities, allowing them to focus on quality of care for the residents. These management services include intercompany loans and fundraising expenses for its subsidiaries. (65 subsidiaries) 0 0 21215479 0 21504912 The organization considers its primary program to be general and administrative in nature. PHI d.b.a. Presbyterian Senior Living provides management support services for nursing homes, assisted living facilities, continuing care retirement communities, and low income housing facilities. These management services include fundraising for the subsidiaries. 0 0 0 21215479 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 0 0 1 156 1 1 1 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 PA X Jeffrey J Davis 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 17019 Thomas Beaver III PSL Chair and Long Board Member 1 4 X X 0 0 0 Thomas Paisley PSL Vice Chair & Cathedral Village Board Member 1 4 X X 0 0 0 Charles Alexander PSL Board Member 1 4 X 0 0 0 Anne Drennan PSL Board Member and PIMS Vice Chair 1.0 4.0 X X 0 0 0 John Fargnoli PSL, Hsg Mgmt, PSL Svc, PIMS, Cath Vlg Mbr 1.0 4.0 X 0 0 0 Ann Fedorchak PSL & PSL Hsg Mgmt Board Member; PSL Svcs Vice Chair 1.0 4.0 X X 0 0 0 George Glen PSL, Hsg Mgmt, PSL Svc, Quincy Vlg Board Mbr 1.0 4.0 X 0 0 0 Alf Halvorson PSL Board Member 1.0 4.0 X 0 0 0 Sharon Kelly PSL, PSL Hsg Mgmt and PSL Svc Board Member 1.0 4.0 X 0 0 0 Susan McCarter PSL Board Member 1.0 4.0 X 0 0 0 Philip Miller PSL, PHPH, PSL Svcs, PSL Hsg Mgmt Board Mbr 1.0 4.0 X 0 0 0 Carol Parham PSL Board Member 1 4 X 0 0 0 Kathy Pearson PSL Board Member 1 4 X 0 0 0 Susan Reimann PSL Board Member 1 4 X 0 0 0 William Scott Cathedral Village Chair 1 4 X 0 0 0 Robyn Stone PSL Board Member 1 4 X 0 0 0 Suzanne Weiss PSL Board Member 1 4 X 0 0 0 Robert Hormell PSL Svc Chair; PSL Hsg Mgmt & PIMS Board Mbr 0 1 X X 0 0 0 David Wolff PIMS Board Member 0 1 X 0 0 0 Paul Post Pres Homes in the Pres of Huntingdon Chair 0 1 X X 0 0 0 Terry Goldstein Pres Homes in the Pres of Huntingdon Vice Chair 0 1 X X 0 0 0 Carl Campbell Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Betty Anne Cherry Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Clayton Hetrick Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 John D Killian Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Joann Kimmel Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Charlene McCartney Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 James Vreeland Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 William Moyer PHI Investment Mgmt Services Inc Board Mbr 0 1 X 0 0 0 William Parham Jr PIMS, PSL Hsg Mgmt & PSL Svc Board Mbr 0 1 X 0 0 0 Allison Kohler Quincy Village Board of Directors Chair 0 1 X X 0 0 0 Kimberly Shockey Quincy Village Board of Directors Vice Chair 0 1 X X 0 0 0 Timothy Baer Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Greg Myers Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Richard Pelletier Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Clifton Rau Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Kathryn Sandifer Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Rodger Savage Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Jeffrey Goss Long Community Chair 0 1 X X 0 0 0 Gary Martin Long Community Vice Chair 0 1 X X 0 0 0 N Anthony Mastropietro Long Community Board Member 0 1 X 0 0 0 J Michael Melbert Long Community Board Member 0 1 X 0 0 0 William Cobb Jr Cathedral Village Board Member 0 1 X 0 0 0 Richard Hartmann Cathedral Village Board Secretary 0 1 X X 0 0 0 Edwin Sheffield Cathedral Village Board Member 0 1 X 0 0 0 Karl Fritton Cathedral Village Board Treasurer 0 1 X X 0 0 0 Judith Borie Cathedral Village Board Member 0 1 X 0 0 0 John A Bower Jr Cathedral Village Board Member 0 1 X 0 0 0 Elizabeth Gemmill Cathedral Village Board Member 0 1 X 0 0 0 Richard Schaphorst Cathedral Village Board Member 0 1 X 0 0 0 Emily Starr Cathedral Village Board Member 0 1 X 0 0 0 Peter Wilmerding Cathedral Village Board Member 0 1 X 0 0 0 Nancy Pegues Presbyterian Senior Living Svc Inc Board Mbr 0 1 X 0 0 0 George Alt Shepherds in Monroe County Board Chair 0 1 X X 0 0 0 Patricia Barber Shepherds in Monroe County Board Member 0 1 X 0 0 0 Janet Goldberg Shepherds in Monroe County Board Member 0 1 X 0 0 0 Carol Mortimer Shepherds in Monroe County Board Member 0 1 X 0 0 0 Mike Reisenwitz Shepherds in Monroe County Board Member 0 1 X 0 0 0 Jennifer Shropshire PSL Board of Trustee Board Member & Cathedral Village Board Member 1 4 X 0 0 0 Lawrence Chottiner Long Community Board Member 0 1 X 0 0 0 Paul Gordon Long Community Board Member 0 1 X 0 0 0 Stephen Huston Pres Homes in the Pres Huntingdon Board Mbr 0 1 X 0 0 0 Daniel Nelson Pres Homes in thr Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Philip Miller PIMS Chair 1 4 X X 0 0 0 Cherle Carl Quincy Village Board Member 0 1 X 0 0 0 Cheryl Rhodes Quincy Village Board Member 0 1 X 0 0 0 Beverly Shockey Quincy Village Board Member 0 1 X 0 0 0 Stephen Proctor President and Chief Executive Officer 0 40 X X X 451781 0 76780 Jeffrey J Davis Treasurer/Senior VP and Chief Financial Officer 0 40 X X 312968 0 22633 MaryAnne Adamczyk Assistant Secretary/Sr. VP Corp Relations 0 40 X X 210896 0 20291 Donna Casner Assistant Treasurer/VP & Controller 0 40 X X 175703 0 8619 Nancy Deibler Board Secretary/Executive Administrative Assistant 0 40 X 64682 0 8216 James Bernardo Chief Operating Officer 0 40 X X 329881 0 14513 Dan Davis Jr VP of Operations-Continuing Care Comm 0 40 X 195346 0 32653 Victoria Hess VP Of Sales and Marketing 0 40 X 188088 0 7081 Diane Burfiendt VP of Ops-Aff Housing and Pop Hlth 0 40 X 183381 0 27457 Teresa Buchman Director of Clinical Services 0 40 X 168205 0 6590 Cynthia Fox VP Employee Relations 0 40 X 146326 0 18298 Laurel Spagnolo VP Missions Support 0 40 X 129536 0 9967 Steven Fuller VP Medical Director 0 40 X 224915 0 7513 Dyan McAlister VP of Finance 0 40 X 154515 0 20090 Mary Ann Poling Executive Director 0 40 X 161004 0 16537 Deborah Barefoot Regional Director of Operations 0 40 X 182458 0 12214 Catherine Chan Ng Executive Director 0 40 X 176649 0 21830 Samantha Roos Meiser Executive Director 0 40 X 174930 0 17566 Kevin Jones Executive Director 0 40 X 169117 0 18592 3800381 0 367440 34 0 1 1 0 0 0 0 0 0 288909 2645 288909 Management Fee Income 561000 20482524 20482524 0 0 Developer's Fee Income 531390 97368 97368 0 0 Services Agreement Income 541200 289340 0 289340 0 0 0 0 0 20869232 925020 925020 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 22083161 21504912 289340 0 25000 25000 0 0 0 0 0 0 3810810 3512479 68872 229459 0 0 0 0 8095777 7474686 146562 474529 272816 253314 4967 14535 1339687 1313461 25754 472 798620 748593 14678 35349 0 0 0 0 478541 469338 9203 0 160695 157605 3090 0 0 0 0 0 0 0 0 0 0 0 1398665 1370563 26874 1228 60292 24301 0 35991 1921790 1769796 34702 117292 2099659 2059281 40378 0 0 0 0 0 854534 830447 16283 7804 434614 340791 6682 87141 0 0 0 0 70024 65002 1275 3747 222592 218166 4278 148 0 0 0 0 484826 475188 9317 321 99284 97310 1908 66 Contribution Expense 10158 10158 0 0 0 0 0 0 22638384 21215479 414823 1008082 400 400 127893 12860 0 0 31 1858 0 0 0 0 38260669 42002507 0 0 104669 338537 7347695 4583056 3669903 2764639 402682 756790 0 0 0 304130 291798 42870377 46169389 2308086 2124328 0 0 0 90000 0 0 0 0 0 0 5000000 5000000 2676602 2543833 50707913 55317170 60692601 65075331 X -18170092 -19245403 64091 47663 283777 291798 -17822224 -18905942 42870377 46169389 X -555223 355012 0 0 0 -883507 X 0 1 X 1 0 X 1110168 444655 332079 178234 288909 2354045 17234859 17904799 19078618 20030416 20869232 95117924 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18345027 18349454 19410697 20208650 21158141 97471969 0 0 0 26228 34963 61191 0 0 0 0 0 0 0 0 26228 34963 61191 97410778 760529 529784 677145 729611 925020 3622089 0 0 0 0 0 760529 529784 677145 729611 925020 3622089 0 0 0 0 0 0 0 0 0 0 19105556 18879238 20087842 20938261 22083161 101094058 0.96357 0.96802 0.03583 0.03171 X 0 189640 189640 0 0 0 0 0 645520 411773 233747 0 4775224 4171283 603941 0 1737311 0 1737311 2764639 0 Annuities payable 453199 Due to affiliates 54863971 55317170 X Schedule D, Part X, Line 2 The Corporation follows the Financial Accounting Standards Board (FASB) accounting standard for accounting for uncertainty in income taxes. This standard clarifies the accounting for uncertainty in income taxes in a company's consolidated financial statements and prescribes a recognition thresholds of more-likely-then-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. The standard also provides guidance on derecognition, classification, interest and penalties, and disclosure. Management has determined that this standard does not have a material impact on the consolidated financial statements. 1 GEDCO 1010 East 33rd Street Baltimore MD 21218 521767577 501(c)(3) 25000 0 Cash amount 0 General purpose for providing affordable housing, supportive services, and emergency assistance to community residents. 1 0 Schedule I, Part I, Line 2 Gifts to GEDCO are for general purposes. PHI regularly obtains GEDCO's financial statements, form 990, and other related information to assure gifts were used as needed. X X X 1 0 0 1 1 1 1 0 0 Stephen Proctor President and Chief Executive Officer 443814 0 0 0 7967 0 62009 0 14771 0 528561 0 0 James Bernardo Chief Operating Officer 309425 0 0 0 20456 0 7864 0 6649 0 344394 0 0 0 Jeffrey J Davis Treasurer/Senior VP and Chief Financial Officer 292773 0 0 0 20195 0 7862 0 14771 0 335601 0 0 0 Steven Fuller VP Medical Director 218147 0 0 0 6768 0 0 0 7513 0 232428 0 0 0 MaryAnne Adamczyk Assistant Secretary/Sr. VP Corp Relations 196817 0 0 0 14079 0 5961 0 14330 0 231187 0 0 0 Dan Davis Jr VP of Operations-Continuing Care Comm 194280 0 0 0 1066 0 15944 0 16709 0 227999 0 0 0 Diane Burfiendt VP of Ops-Aff Housing and Pop Hlth 181760 0 0 0 1621 0 10471 0 16986 0 210838 0 0 0 Victoria Hess VP Of Sales and Marketing 183262 0 0 0 4826 0 5334 0 1747 0 195169 0 0 0 Donna Casner Assistant Treasurer/VP & Controller 143848 0 0 0 31855 0 2618 0 6001 0 184322 0 0 0 Teresa Buchman Director of Clinical Services 164996 0 0 0 3209 0 4816 0 1774 0 174795 0 0 0 Dyan McAlister VP of Finance 154029 0 0 0 486 0 4639 0 15451 0 174605 0 0 0 Cynthia Fox VP Employee Relations 145615 0 0 0 711 0 4454 0 13844 0 164624 0 0 0 Laurel Spagnolo VP Missions Support 102569 0 0 0 26967 0 1902 0 8065 0 139503 0 0 0 Nancy Deibler Board Secretary/Executive Administrative Assistant 63419 0 0 0 1263 0 1899 0 6317 0 72898 0 0 0 Deborah Barefoot Regional Director of Operations 175402 0 6060 0 996 0 5192 0 7022 0 194672 0 0 0 Catherine Chan Ng Executive Director 166854 0 8264 0 1531 0 5045 0 16785 0 198479 0 0 0 Samantha Roos Meiser Executive Director 147099 0 8314 0 19517 0 5050 0 12516 0 192496 0 0 0 Kevin Jones Executive Director 166688 0 0 0 2429 0 2528 0 16064 0 187709 0 0 0 Mary Ann Poling Executive Director 157848 0 1753 0 1403 0 9681 0 6856 0 177541 0 0 0 Schedule J, Part I, Line 3 Every year, salaries for executives are determined based on comparative data for Leading Age's sponsored salary survey called CEMO Leadership Compensation Survey. These salaries are then approved by the Board of Directors. For highest paid employees, salaries are set during the yearly budgeting process by the executive directors of each facility in conjunction with the Controller and Chief Financial Officer. These wages are also compared to market studies and are approved, in total, by the board. Schedule J, Part I, Line 4 Donna Casner received $27,568 in severance pay during 2017 and Laurel Spagnolo received $22,588 in severance pay during 2017. Schedule J, Part I, Line 5 Executive staff is given an incentive plan based on financial goals, growth and development goals, as well as, quality and resident and employee satisfaction goals. These goals need to be met not only at the corporate level, but also at a percentage of the related organizations. Presbyterian Senior Living must meet operating margins targets which exceed plan in total at both the corporate and at a majority of the facilities. Schedule J, Part I, Line 6 Executive staff is given an incentive plan based on financial goals, growth and development goals, as well as, quality and resident and employee satisfaction goals. These goals need to be met not only at the corporate level, but also at a percentage of the related organizations. Presbyterian Senior Living must meet operating margin targets which exceed plan in total at both the corporate and at a majority of the facilities. Robert Hornell PSL Svcs Corp Chair and PSL Hsg Mgmt and First National Bank Board Member 4434742 Repayment of loan by group memeber to First National Bank 0 Kimberly Shockey Quincy Village Board of Directors Vice-Chair and VP at BB&T 1831973 Repayment of loan by group member 0 Ann Fedorchak PSL and PSL Hsg Mgmt Brd Mbr, PSL Svcs Vice-Chair and Managing Director at National Cooperative Bank 250000 Affiliate invested in Advantage Mission Deposit Certificate held at National Cooperative Bank 0 Robert Baird Long Community Board Member and works as Medical Director at the Long Community 4500 Payment for hours served as medical director at the community 0 Form 990, Part VI, Section B, Line 11b A copy of the 990 was provided to the organization's audit committee prior to the submission. It was reviewed in detail prior to the audit committee meeting by the Chief Financial Officer and other top executives. Form 990, Part VI, Section B, Line 12c The compliance department annually reviews the conflict of interest disclosures remitted from the officers, directors, and key employees to update and monitor any changes that could cause a potential conflict of interest. Form 990, Part VI, Section B, Line 15 Every year, salaries for executives are determined based on comparative data from Leading Age's sponsored salary survey called CEMO Leadership Compensation Survey. These salaries are then approved by the Board of Directors. For highest paid employees, salaries are set during the yearly budgeting process by the executive directors for each facility in conjunction with the VP of Finance and Chief Financial Officer. These wages are also compared to market studies and are approved, in total, by the board. Form 990, Part VI, Section C, Line 19 Presbyterian Senior Living and all of its affiliates are working hard to promote transparency. Therefore, current month/quarterly financial statements are posted right on the PSL website, along with census and year end audits. Its governing documents and conflict of interest policy are made available to the public upon request. Form 990, Part XI, Line 9 Loss on abandoned project ($8,490) & equity received from limited tax partner ($875,017). Ros Presbyterian GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 352467867 Low income housing PA -55 -121 PHI PHI Wisteria Commons LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 464630922 Low income housing PA -12 -38839 PHI The Shepherds at Wisteria LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 300386033 Low income housing PA -12 173784 PHI Westminster Place at Windy Hill Village II GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 472992542 Low income housing PA 0 0 PHI Academy Place GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 461987895 Low income housing PA 0 0 PHI Glen Meadows Foundation Inc 11630 Glen Arm Road Glen Arm MD 21057 521990463 Fundraising for Glen Meadows Retirement Community PA 501(c)(3) 7 PHI dba Presbyerian Senior Living 0 The Long Home One Trinity Drive East Suite 201 Dillsburg PA 17019 231352360 Private Foundation of The Long Community PA 501(c)(3) PF PHI dba Presbyterian Senior Living 0 PHI Presbyterian Homes Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 232941518 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Glen Meadows Retirement Community 11630 Glen Arm Road Glen Arm MD 21057 522119125 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI everyday LIFE 2045 Westgate Drive Suite 100 Bethlehem PA 180177487 364599810 LIFE program PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI PHI Investment Management Services Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 743247363 Investment Services PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI The Long Community 200 West End Avenue Lancaster PA 17603 943446933 Assisted Living PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Homes in the Presbytery of Huntingdon 120 Holliday Hills Drive Hollidaysburg PA 16648 231352512 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presb Hms in the Presb of Hntnd Fnd PO Box 595 Hollidaysburg PA 166480595 201195007 Fundraising for Presb Hms in the Presb of Hntnd PA 501(c)(3) 7 PHI PHI dba Presbyterian Senior Living 0 PHI Quincy Retirement Community 6596 Orphanage Road Quincy PA 17247 231173321 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Apartments 322 North Second Street Harrisburg PA 17101 231660433 Low income housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Geneva House 325 Adams Ave Scranton PA 18503 231883381 Low income housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Senior Living Services Inc 11630 Glen Arm Road Glen Arm MD 21057 522133513 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Senior Living Housing Management Corporation One Trinity Drive East Suite 201 Dillsburg PA 17019 800536225 Low income housing management services PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Stadium Place Senior Care Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 900921005 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 The Shepherds in Monroe County PO Box 302 Cresco PA 18326 232932273 Senior Housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 Cathedral Village 600 East Cathedral Road Philadelphia PA 19128 232018005 Continuing Care PA 501(c)(3) 7 PHI PHI dba Presbyterian Senior Living 0 Westminster Place at Ware Senior Housing One Trinity Drive East Suite 201 Dillsburg PA 17019 813566337 Senior housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 Schartner House Associates LP One Trinity Drive East Suite 201 Dillsburg PA 17019 204747882 Low income housing PA Schartner House Inc Related -38 -461 0 1 0.0001 Westminster Place at Parkesburg LP One Trinity Drive East Suite 201 Dillsburg PA 17019 208766428 Low Income Housing PA Westminster Place at Parkesburg Inc Related -64 59117 0 1 0.0001 Westminster Place at Windy Hill Village LP I One Trinity Drive East Suite 201 Dillsburg PA 17019 270683872 Low income housing PA Westminster Place at Windy Hill Village Inc Related -25 3004426 0 1 0.0001 Westminster Place at Carroll Village LP I One Trinity Drive East Suite 201 Dillsburg PA 17019 270488126 Low income housing PA Westminster Place at Carroll Village Inc Related -26 1007709 0 1 0.0001 Westminster Place at Bloomsburg LP One Trinity Drive East Suite 201 Dillsburg PA 17019 900536078 Low income housing PA Westminster Place at Bloomsburg GP Inc Related -40 189824 0 1 0.0001 Westminster Place at the Long Community LP One Trinity Drive East Suite 201 Dillsburg PA 17019 800536471 Low income housing PA Westimnster Place at the Long Community GP Inc Related -48 1826136 0 1 0.0001 Stewartstown Courtyard LP 145 Pine Grove Circle York PA 17403 261577538 Low income housing PA Westminster Place at Stewartstown Inc Related -51 63370 0 1 0.0001 Westminster Place at Quincy Village LP One Trinity Drive East Suite 201 Dillsburg PA 17019 273684407 Low income housing PA Westminster Place at Quincy Village GP Inc Related -46 224849 0 1 0.0001 Silver Spring Courtyard LP One Trinity Drive East Suite 201 Dillsburg PA 17019 233022718 Low income housing PA Westminster Place at Silver Spring Courtyards GP Inc Related 1 266861 0 1 0.0001 SS Gardens LP One Trinity Drive East Suite 201 Dillsburg PA 17019 731626571 Low income housing PA Westminster Place at SS Gardens GP Inc Related -7 -92651 0 1 0.0001 Shrewsbury Courtyards II Associates One Trinity Drive East Suite 201 Dillsburg PA 17019 233056691 Low income housing PA Westminster Place at Shrewsbury Courtyards II Associates GP Inc Related -3 -82811 0 1 0.0001 Shrewsbury Courtyards Associates Limited Partnership One Trinity Drive East Suite 201 Dillsburg PA 17019 251767781 Low income housing PA Westminster Place at Shrewsbury Courtyard Associates GP Inc Related 31 -138655 0 1 0.5 S Overlook LP One Trinity Drive East Suite 201 Dillsburg PA 17015 752991115 Low income housing PA Westminster Place at S Overlook GP Inc Related -17 -352514 0 1 0.0001 Stony Brook Gardens LP One Trinity Drive East Suite 201 Dillsburg PA 17019 203703666 Low income housing PA Westminster Place at Stony Brook Gardens GP Inc Related -34 -487925 0 1 0.0001 Ross Presbyterian Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 352467867 Low income housing PA Ross Presbyterian GP LLC Related -55 -121 0 1 0.0001 Wisteria Commons Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 743169417 Low income Housing PA The Shepherds at Wisteria LLC PHI Wisteria Commons LLC Related -24 134945 0 1 0.0001 Northampton Place at Easton LP One Trinity Drive East Suite 201 Dillsburg PA 17019 300750353 Low income housing PA Northampton Place at Easton GP Inc Related 0 0 0 1 0.0001 Westminster Place at Queen Street LP One Trinity Drive East Suite 201 Dillsburg PA 17019 461217566 Low income housing PA Westminster Place at Queen Street GP Inc Related -46 886762 0 1 0.0001 Westminster Place at Ware Presbyterian Village LP One Trinity Drive East Suite 201 Dillsburg PA 17019 383852987 Low income housing PA Westminster Place at Ware Presbyterian Village GP Related 0 0 0 1 0.0001 Long Crest Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 320446143 Low income housing PA Long Crest Senior Housing GP Related 0 0 0 1 0.0001 Westminster Place at Windy Hill Village II LP One Trinity Drive East Suite 201 Dillsburg PA 17019 473008552 Low income housing PA Westminster Place at Wind Hill Village II GP LLC Related 0 0 0 1 0.0001 Westminster Place at Huntingdon LP One Trinity Drive East Suite 201 Dillsburg PA 17019 273684236 Low income housing PA Westminster Place at Huntingdon GP Inc Related 0 0 0 1 0.0001 Academy Place Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 900935098 Low income housing PA Academy Place GP LLC Related 0 0 0 1 0.0001 Oaks Senior Community LP One Trinity Drive East Suite 201 Dillsburg PA 17019 233018312 Low income housing PA The Shepherds in Monroe County Inc Related -24 -493 0 1 0.0002 Schartner House Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 861161245 Low income housing PA PHI C -38 -461 1 0 Westminster Place at Parkesburg Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 208765826 Low income housing PA PHI C -64 59117 1 0 Westminster Place at Windy Hill Village Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 800438848 Low income housing PA PHI C -25 3004426 1 0 Westminster Place at Carroll Village Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 562642596 Low income housing PA PHI C -26 1007709 1 0 Westminster Place at Bloomsburg GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 010945558 Low income housing PA PHI C -40 189824 1 0 Westminster Place at Stewartstown Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 800499627 Low income housing PA PHI C -51 63370 1 0 Westminster Place at the Long Community GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 010945563 Low income housing PA PHI C -48 1826136 1 0 Westminster Place at Quincy Village GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 273684321 Low income housing PA PHI C -46 224849 1 0 Westminster Place at Silver Spring Courtyards GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 454799705 Low income housing PA PHI C 1 266861 1 0 Westminster Place at SS Gardens GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 454806531 Low income housing PA PHI C -7 -92651 1 0 Westminster Place at Shrewsbury Courtyards II Associates GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 462423186 Low income housing PA PHI C -3 -82811 1 0 Westminster Place at Shrewsbury Courtyards Associates GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 462414824 Low income housing PA PHI C 31 -138655 1 0 Westminster Place at S Overlook GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 462390529 Low income housing PA PHI C -17 -352514 1 0 Westminster Place at Stony Brook Gardens GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 462433909 Low income housing PA PHI C -34 -487925 1 0 Ross Presbyterian GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 461976623 Low income housing PA PHI C -55 -121 1 0 The Shepherds at Wisteria LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 300386033 Low income housing PA PHI C -12 173784 1 0 PHI Wisteria Commons LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 464630922 Low income housing PA PHI C -12 -38839 1 0 Northampton Place at Easton GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 460945632 Low income housing PA PHI C 0 0 1 0 Westminster Place at Queen Street GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 383855437 Low income housing PA PHI C -46 886762 1 0 Westminster Place at Ware Presbyterian Village GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 453537036 Low income housing PA PHI C 0 0 1 0 Westminster Place at Huntingdon GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 273684149 Low income housing PA PHI C 0 0 1 0 Westminster Place at Windy Hill Village II GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 472992542 Low income housing PA PHI C 0 0 1 0 Academy Place GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 461987895 Low income housing PA PHI C 0 0 1 0 Long Crest Senior Housing GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 471523599 Low income housing PA PHI C 0 0 1 0 1 0 0 1 0 0 0 0 0 1 0 1 0 0 1 1 1 1 1 Westminster Place at Parkesburg LP a-i 254255 Interest based on debt agreement between Westminster Place and Parkesburg LP and PHI. Schartner House Associates LP a-i 98798 Interest based on debt agreement between Schartner House Associates LP and PHI Westminster Place at Quincy Village LP a-i 70510 Interest based on debt agreement between Westminster Place at Quincy Village LP and PHI. Westminster Place at Queen Street LP a-i 65948 Interest based on debt agreement between Westminster Place at Queen Street LP and PHI. Ross Presbyterian Senior Housing LP a-i 117199 Interest based on debt agreement between Ross Presbyterian Senior Housing LP and PHI. Westminster Place at Parkesburg LP d 203970 Loan amount based on agreement between Westminster Place at Parkesburg LP and PHI. PHI Presbyterian Senior Living Services Inc l 1232580 Management services based on contract between and PHI. Cathedral Village l 2468424 Management services base don contract between Cathedral Village and PHI PHI Presbyterian Homes in the Presbytery of Huntingdon l 3387000 Management services based on contract between and PHI. PHI The Long Community l 467436 Management services based on contract between and PHI. PHI Quincy Retirement Community l 1849872 Management services based on contact between and PHI. PHI Presbyterian Homes Inc l 11018568 Management services based on contact between and PHI. PHI Presbyterian Senior Living Housing Management Corporation o 61650 Hours worked by the employees, multiplied by their pay, plus taxes paid on those wages. Westminster Place at Queen Street LP p 887010 Actual reimbursements made for expenses incurred. Based on invoices paid. Schartner House Associates LP p 50218 Actual reimbursements made for expenses incurred. Based on invoices paid. Westminster Place at Windy Hill Village II LP s 621032 Actual cash transferred. PHI Presbyterian Apartments q 59906 Actual reimbursements made for expense incurred. Based on invoices paid. Ross Presbyterian Senior Housing LP q 294765 Actual reimbursements made for expenses incurred. Based on invoices paid. Westminster Place at Ware Presbyterian Village LP a-i 58539 Interest based on debt agreement between Westminster Place at Ware Presbyterian Village and PHI. Westminster Place at Ware Presbyterian Village LP s 2886108 Actual cash transferred. Westminster Place at Ware Senior Housing s 216038 Actual cash transferred. Shrewsbury Courtyards II Associates r 480245 Actual cash transferred. Cathedral Village o 62141 Hours worked by employees, multiplied by there pay, plus taxes paid on those wages. Cathedral Village r 1219644 Actual cash transferred. PHI Stadium Place Senior Care Inc q 69090 Actual reimbursements made for expenses incurred. Based on invoices paid. PHI Presbyterian Senior Living Housing Management Corporation l 54108 Management services based on contract between PHI Housing Management Corp and PHI. PHI PHI Investment Management Services Inc q 2087350 Actual reimbursements made for expense incurred. Based on invoices paid. PHI Presbyterian Homes in the Presbytery of Huntingdon r 5322178 Actual cash transferred. PHI The Long Community q 823411 Actual reimbursements made for expenses incurred. Based on invoices paid. PHI Quincy Retirement Community r 1585090 Actual cash transferred. PHI Presbyterian Homes Inc r 13858817 Actual cash transferred.