PASSAVANT RETIREMENT & HEALTH CENTER: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PASSAVANT RETIREMENT & HEALTH CENTER (EIN 25-0986051)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-17
- IRS object ID
- 201831099349300013
- Schema version
- 2016v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-17T00:00:00-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 20 Stanwix Street | AddressLine1Txt |
| City | Pittsburgh | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250986051 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Passavant Retirement and Health Center | BusinessNameLine1Txt |
| Business Name Line2 | d/b/a Lutheran SeniorLife Passavant Com | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PASS | BusinessNameControlTxt |
| Phone | 7247422246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 Freedom Road | AddressLine1Txt |
| City | Cranberry Township | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16066 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey Carraway | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7247422246 | PhoneNum |
| Signature | 2018-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Brian R Lenart EA | PreparerPersonNm |
| PTIN | P00289136 | PTIN |
| Phone | 4126976400 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.140.44.123 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-28 | IPDt |
| IP Tm | 16:07:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 20CD8FEEB8FE7C72EDC53ECAF3E958E9DD06E9E0 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID J FENOGLIETTO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 Freedom Road | AddressLine1Txt |
| City | Cranberry Township | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,956,910 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.LUTHERANSENIORLIFE.org | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1905 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | CONTINUING CARE RETIREMENT COMMUNITY PROVIDING FAITH-BASED NON PROFIT SERVICES TO ELDERS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 419 | TotalEmployeeCnt |
| Total Volunteers | 337 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $474,673 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,135,952 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,503,460 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,202,319 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$74,558 | PYInvestmentIncomeAmt |
| CY Investment Income | $826,833 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,240,120 | PYOtherRevenueAmt |
| CY Other Revenue | $1,722,262 | CYOtherRevenueAmt |
| PY Total Revenue | $26,143,695 | PYTotalRevenueAmt |
| CY Total Revenue | $27,887,366 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,349,410 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,240,139 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,943,738 | PYOtherExpensesAmt |
| CY Other Expenses | $16,639,507 | CYOtherExpensesAmt |
| PY Total Expenses | $28,293,148 | PYTotalExpensesAmt |
| CY Total Expenses | $28,879,646 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,149,453 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$992,280 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $100,337,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,804,075 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $78,365,425 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $76,108,777 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,972,293 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $23,695,298 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Passavant Retirement Community is a 501(c)(3) continuing care retirement community with a 100+ year history of providing faith-based, non profit services to elders in Western Pennsylvania. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $22,905,256 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $24,659,454 | RevenueAmt |
| Desc | Lutheran SeniorLife Passavant Community is a 501(c) (3) Life Plan community with a 110+ year history of providing faith-based, non profit services to elders in Western Pennsylvania. Located on 42 acres in Zelienople, PA, Passavant Community is one of Lutheran SeniorLife's communities dedicated to providing opportunities for Abundant Life to elders. We provide a complete continuum of care including residential living in cottages, villas and apartments; personal care in two venues; long term nursing, short term rehabilitation, memory care and adult day care. Our Abundant Life Center accommodates 102 elders either requiring short term skilled rehabilitation services or needing long term nursing services. The nursing community is designed in a household model with 6 nursing households. Each household has accommodations for 17 residents. This life affirming environment affords residents privacy in 96 private rooms and three (3) semi-private suites. Each household is also appointed with a full service kitchen and dining room along with a family room and access to the outdoors. We continue our work to transform our culture to one that is truly person-directed, where residents direct the course of their day. Each elder's voice is honored and we continually evaluate our practices and adapt our processes to better meet their needs. Passavant Community provides service to personal care residents in two different venuesin Newhaven Court and in the Abundant Life Center. Newhaven Court has 92 apartments built in a neighborhood model and the Abundant Life Center has two households, one of which is specifically designed for individuals needing memory support. We offer varied options for individuals wanting to live residentially from apartments to cottages. The newest residential offering is within the Abundant Life Center which houses 20 apartments attached to numerous community life offerings from the fitness center to varied dining venues. Construction on ten (10) new cottages was completed this fiscal year and all ten (10) are occupied. Many of the residents are active volunteers both on the campus as well as in the community at large. They teach classes, facilitate programs and provide valuable input in operational decisions that affect them directly. We continue to experience growth in our Adult Day Program known as My Day Out. We have approximately 40 individuals enrolled and continue to be an alternative care site for Lutheran SeniorLife's LIFE Butler program as well as a provider through the Area Agency on Aging. This program affords us the opportunity to serve individuals in the surrounding community. The medical clinic on campus serves residents through primary care physicians and specialists. Guided by its faith-based non-profit mission, residents accepted into Passavant Community's continuum of care are not asked to leave should they outlive their resources. In FY 2017, Passavant Community provided support of $1,150,601 through its Benevolent Care program. | Desc |
| Total Program Service Expenses | $22,905,256 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 419 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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 | 0 | LocalChaptersInd |
| 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 | 0 | 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 | Jeffrey Carraway | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7247422246 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 Freedom Road | AddressLine1Txt |
| City | Cranberry Township | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16066 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| LAURA ROY | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | Yes (X) | $144,548 | $0 | $19,432 |
| DR ERIC D KOFMEHL | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| REV ROBERT MUSSER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES E SNYDER | |||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID J FENOGLIETTO | |||||||
| CHIEF EXECUTIVE OFFICER | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $343,578 | $34,469 |
| SUSAN Q DIGIROLAMO | |||||||
| CFO (Retired 6/2/2017) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $160,488 | $27,890 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $144,548 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $504,066 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $81,791 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORRISON MANAGEMENT SPECIALISTS | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SOUTHCREST DRIVE | AddressLine1Txt |
| City | STOCKBRIDGE | CityNm |
| State Abbreviation | GA | StateAbbreviationCd |
| ZIP | 30281 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | DINING | ServicesDesc |
| Compensation | $1,031,064 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,135,952 | AllOtherContributionsAmt |
| Total Contributions | $1,135,952 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PATIENT SERVICE REVENUE | 623000 | $10,731,793 | $10,731,793 |
| Resident Service Revenue | 623000 | $6,921,117 | $6,921,117 |
| Personal Care Revenue | 623000 | $6,549,409 | $6,549,409 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,202,319 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $313,491 | TotalRevenueColumnAmt |
| Exclusion | $313,491 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $176,479 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,544 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $106,935 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,935 | TotalRevenueColumnAmt |
| Exclusion | $106,935 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $512,992 | SecuritiesAmt |
| Other | $350 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $512,992 | SecuritiesAmt |
| Other | $350 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $513,342 | TotalRevenueColumnAmt |
| Exclusion | $513,342 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | $1,158,192 | $1,158,192 | |
| NURSING HOME ASSESSMENT | 623000 | $457,135 | $457,135 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,615,327 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,887,366 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,659,454 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,091,960 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,263 | TotalAmt |
| Program Services | $156,711 | ProgramServicesAmt |
| Management And General | $10,552 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,130,201 | TotalAmt |
| Program Services | $7,617,302 | ProgramServicesAmt |
| Management And General | $512,899 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,595 | TotalAmt |
| Program Services | $136,059 | ProgramServicesAmt |
| Management And General | $14,536 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,064,319 | TotalAmt |
| Program Services | $2,845,023 | ProgramServicesAmt |
| Management And General | $219,296 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $727,761 | TotalAmt |
| Program Services | $681,850 | ProgramServicesAmt |
| Management And General | $45,911 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,822,613 | TotalAmt |
| Management And General | $1,822,613 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,286 | TotalAmt |
| Management And General | $94,286 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,697 | TotalAmt |
| Management And General | $48,697 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,993,518 | TotalAmt |
| Program Services | $3,872,058 | ProgramServicesAmt |
| Management And General | $121,460 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,132 | TotalAmt |
| Program Services | $225 | ProgramServicesAmt |
| Management And General | $19,907 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $251,022 | TotalAmt |
| Program Services | $172,528 | ProgramServicesAmt |
| Management And General | $78,494 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,523 | TotalAmt |
| Program Services | $83,523 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,812,264 | TotalAmt |
| Program Services | $1,743,026 | ProgramServicesAmt |
| Management And General | $69,238 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,737 | TotalAmt |
| Program Services | $2,487 | ProgramServicesAmt |
| Management And General | $4,250 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,750 | TotalAmt |
| Program Services | $6,543 | ProgramServicesAmt |
| Management And General | $3,207 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,114,281 | TotalAmt |
| Management And General | $2,114,281 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,165,312 | TotalAmt |
| Program Services | $4,141,491 | ProgramServicesAmt |
| Management And General | $23,821 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,859 | TotalAmt |
| Program Services | $10,555 | ProgramServicesAmt |
| Management And General | $376,304 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| RESIDENT | $820,354 | $730,978 | $89,376 | $0 |
| MAINTENANCE & EQUIPMENT | $660,052 | $633,108 | $26,944 | $0 |
| NURSING HOME ASSESSMENT | $238,185 | $0 | $238,185 | $0 |
| TRAINING & RECRUITMENT | $45,007 | $5,640 | $39,367 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,915 | TotalAmt |
| Program Services | $66,149 | ProgramServicesAmt |
| Management And General | $766 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,879,646 | TotalAmt |
| Program Services | $22,905,256 | ProgramServicesAmt |
| Management And General | $5,974,390 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,825 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $518,721 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,042 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,626,246 | BOYAmt |
| EOY | $2,316,344 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,612 | BOYAmt |
| EOY | $83,345 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $181,043 | BOYAmt |
| EOY | $178,881 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $105,500,522 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,285,117 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,618,556 | BOYAmt |
| EOY | $73,215,405 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,660,752 | BOYAmt |
| EOY | $19,935,659 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,380,641 | BOYAmt |
| EOY | $1,100,322 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,256,280 | BOYAmt |
| EOY | $2,974,119 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,337,718 | BOYAmt |
| EOY | $99,804,075 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,671,881 | BOYAmt |
| EOY | $1,567,837 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,283,847 | BOYAmt |
| EOY | $7,353,999 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,090,202 | BOYAmt |
| EOY | $52,766,013 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,319,495 | BOYAmt |
| EOY | $14,420,928 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,365,425 | BOYAmt |
| EOY | $76,108,777 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,337,312 | BOYAmt |
| EOY | $20,920,456 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $404,574 | BOYAmt |
| EOY | $472,512 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,230,407 | BOYAmt |
| EOY | $2,302,330 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,972,293 | BOYAmt |
| EOY | $23,695,298 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,337,718 | BOYAmt |
| EOY | $99,804,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$992,280 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,634,649 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $80,636 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| 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 | $289,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $199,693 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $228,215 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $474,673 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,135,952 | CurrentTaxYearAmt |
| Total | $2,328,431 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,053,990 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $21,911,646 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,621,068 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,503,460 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,202,319 | CurrentTaxYearAmt |
| Total | $116,292,483 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,343,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,111,339 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $22,849,283 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,978,133 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $25,338,271 | CurrentTaxYearAmt |
| Total | $118,620,914 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $118,620,914 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $262,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $388,028 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $326,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $489,970 | CurrentTaxYearAmt |
| Total | $1,587,592 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $121,102 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $262,133 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $388,028 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $326,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $489,970 | CurrentTaxYearAmt |
| Total | $1,587,592 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,294,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,196,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,269,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,187,174 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,615,327 | CurrentTaxYearAmt |
| Total | $6,563,507 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,759,856 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,570,115 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,506,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,491,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,443,568 | CurrentTaxYearAmt |
| Total | $126,772,013 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93570 | PublicSupportCY509Pct |
| Public Support PY509 | 0.93900 | PublicSupportPY509Pct |
| Investment Income CY | 0.01250 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01180 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $125,757 | OtherCostOrOtherBasisAmt |
| Book Value | $125,757 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $80,137,734 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,371,808 | DepreciationAmt |
| Book Value | $61,765,926 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,952,963 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,685,288 | DepreciationAmt |
| Book Value | $7,267,675 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,037,762 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,228,021 | DepreciationAmt |
| Book Value | $3,809,741 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $246,306 | OtherCostOrOtherBasisAmt |
| Book Value | $246,306 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $73,215,405 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Funds held for residents | $83,475 |
| AFFILIATE PAYABLES | $1,843,562 |
| REFUNDABLE ADVANCE FEES | $11,149,145 |
| DERIVATIVE FINANCIAL INSTRUMENT - INTEREST RATE SWAP AGREEMENT | $1,287,896 |
| RESIDENT SECURITY DEPOSITS | $56,850 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,420,928 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $30,672,195 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,634,649 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $80,636 | OtherRevenueAmt |
| Revenue Not Reported | $2,715,285 | RevenueNotReportedAmt |
| Revenue Subtotal | $27,956,910 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$69,544 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$69,544 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $27,887,366 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,949,190 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $69,544 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $69,544 | ExpensesNotReportedAmt |
| Expenses Subtotal | $28,879,646 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,879,646 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part X, Line 2: | Passavant 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 at June 30, 2017 and 2016. |
| Part XI, Line 2d - Other Adjustments: | VALUATION GAIN, BENEFICIAL INTEREST IN PERPETUAL TRUSTS 71,923. VALUATION GAIN, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 8,713. |
| Part XI, Line 4b - Other Adjustments: | rental expenses -69,544. |
| Part XII, Line 2d - Other Adjustments: | RENTAL EXPENSEs 69,544. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURA ROY | ||||||||||||||
| EXECUTIVE DIRECTOR | $144,548 | $0 | $0 | $0 | $0 | $0 | $4,254 | $0 | $15,178 | $0 | $163,980 | $0 | $0 | $0 |
| DAVID J FENOGLIETTO | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $343,578 | $0 | $0 | $0 | $0 | $0 | $7,950 | $0 | $26,519 | $0 | $378,047 | $0 | $0 |
| SUSAN Q DIGIROLAMO | ||||||||||||||
| CFO (Retired 6/2/2017) | $0 | $160,488 | $0 | $0 | $0 | $0 | $0 | $4,815 | $0 | $23,075 | $0 | $188,378 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|
| BUTLER COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY SERIES 2012A | ||||||
| A | 2012-02-24 | $47,000,000 | Finance Capital Expenditures | 0 | 0 | 0 |
| BUTLER COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY SERIES 2012B | ||||||
| B | 2012-02-24 | $13,832,842 | Refinance Loans | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|
| A | $47,000,000 | $50,000 | $46,500,000 | 0 | 0 | Yes (1) | 0 | |
| B | $13,832,842 | 0 | 0 | Yes (1) | 0 | $13,832,842 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | PROVIDED A COPY OF THE FINAL FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. |
| Form 990, Part VI, Section B, line 12c | Annual Conflict of Interest Disclosure statements are required from all Board Members and Executives. |
| Form 990, Part VI, Section B, line 15a | The Executive Committee of the Lutheran Seniorlife Board of Directors conducts an annual performance review in July. Market based compensation information is conducted annually from information compiled by external sources. The Board then determines the compensation for the CEO. |
| Form 990, Part VI, Section C, line 19 | GOVERNING DOCUMENTS AND TAX FORMS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. |
| Form 990, Part IX, line 11g | AGENCY STAFF - NURSING: Program service expenses 1,044,707. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,044,707. DINING SERVICE: Program service expenses 0. Management and general expenses 13,930. Fundraising expenses 0. Total expenses 13,930. RESPIRATORY THERAPY: Program service expenses 857,552. Management and general expenses 0. Fundraising expenses 0. Total expenses 857,552. CONSULTING: Program service expenses 0. Management and general expenses 22,579. Fundraising expenses 0. Total expenses 22,579. Payroll: Program service expenses 0. Management and general expenses 84,951. Fundraising expenses 0. Total expenses 84,951. Other Professional Fees: Program service expenses 1,969,799. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,969,799. |
| Form 990, Part XI, line 9: | VALUATION GAIN, BENEFICIAL INTEREST IN PERPETUAL TRUSTS 71,923. VALUATION GAIN, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 8,713. |
| FORM 990, PART XII, LINE 2C | NO CHANGE IN OVERSIGHT PROCESS IN THE CURRENT YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (22 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LUTHERAN SENIORLIFE | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251527666 | TO PROVIDE SUPPORT AND MANAGEMENT TO EXEMPT AFFILIATES | PA | 501(c)(3) | Line 12a, I | N/A | 0 | |
| ST JOHN LUTHERAN CARE CENTER DBA LUTHERAN SENIORLIFE ST JOHN COMMUNITY | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 250969478 | SKILLED NURSING AND PERSONAL CARE FACILITY SERVING MORE THAN 300 RESIDENTS | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| LUTHER COURT INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251527660 | TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| LAS GERIATRIC CARE SERVICES INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251738347 | PROVIDER OF MEDICAL GERIATRIC THERAPY SERVICES TO ITS EXEMPT AFFILIATES | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| LUTHERAN SENIORLIFE FOUNDATION | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251705233 | ORGANIZATION THAT PROMOTES THE CHARITABLE INTERESTS OF ITS EXEMPT AFFILIATES | PA | 501(c)(3) | Line 7 | Yes (1) | LUTHERAN SENIORLIFE | |
| SAMARITAN HEALTH CARE INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251527663 | TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| VIECARE INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 205900922 | PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| VIECARE BEAVER LLC DBA LIFE BEAVER AND LAWRENCE COUNTIES | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 260363509 | PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY | PA | 501(c)(3) | Line 7 | Yes (1) | LUTHERAN SENIORLIFE | |
| VIECARE BUTLER LLC DBA LIFE BUTLER COUNTY | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 208512169 | PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| MARS HOLDINGS INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251883384 | PROVIDER OF DEMENTIA ASSISTED LIVING AND RESIDENTIAL | PA | 501(c)(3) | Line 12a, I | Yes (1) | LUTHERAN SENIORLIFE | |
| BEHOME PARTNERS | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 202932676 | PROVIDER OF HOME HEALTH SERVICES IN SKILLED NURSING, THERAPY, & PRIVATE DUTY | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC | |||||||||||
| 154 HINDMAN ROAD | BUTLER | PA | 16001 | 237040715 | OPTIMIZE HEALTH & INDEPENDENCE, & KEEP RESIDENTS OF OUR COMMUNITY HEALTHY | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| HOSPICE SERVICES INC | |||||||||||
| 154 HINDMAN ROAD | BUTLER | PA | 16001 | 251468529 | TO PROVIDE COMPASSIONATE, QUALITY CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESS | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| VALLEY CARE ASSOCIATION | |||||||||||
| 650 CHERRINGTON PARKWAY | MOON TOWNSHIP | PA | 15108 | 251349943 | TO PROVIDE DAY CARE SERVICES FOR OLDER ADULTS TO ENHANCE QUALITY OF LIFE | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| THE LUTHERAN SERVICE SOCIETY OF W PA | |||||||||||
| 440 LINCOLN AVENUE | PITTSBURGH | PA | 15202 | 250965419 | PROVIDE PROGRAMS AND SERVICES FOR PEOPLE TO LEAD INDEPENDENT DIGNIFIED LIVES | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| VIECARE ARMSTRONG LLC DBA LIFE ARMSTRONG COUNTY | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 463692084 | PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| CHIPPEWA LUTHERAN HOUSING CORPORATION | |||||||||||
| 440 LINCOLN AVENUE | PITTSBURGH | PA | 15202 | 208314767 | TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| GIRARD LUTHERAN HOUSING CORPORATION | |||||||||||
| 440 LINCOLN AVENUE | PITTSBURGH | PA | 15202 | 030596955 | TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| JAMESTOWN LUTHERAN HOUSING CORPORATION | |||||||||||
| 440 LINCOLN AVENUE | PITTSBURGH | PA | 15202 | 208315015 | TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| LUTHERAN HOUSING CORPORATION OF OIL CITY | |||||||||||
| 440 LINCOLN AVENUE | PITTSBURGH | PA | 15202 | 251699268 | TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| STONEBORO DEVELOPMENT CORPORATION | |||||||||||
| 440 LINCOLN AVENUE | PITTSBURGH | PA | 15202 | 251419863 | TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
| TITUSVILLE SENIOR HOUSING CORPORATION | |||||||||||
| 440 LINCOLN AVENUE | PITTSBURGH | PA | 15202 | 270115829 | TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY | PA | 501(c)(3) | Line 10 | Yes (1) | LUTHERAN SENIORLIFE | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMON PROPERTY DEVELOPMENT COMPANY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 FREEDOM ROAD | AddressLine1Txt |
| City | CRANBERRY TOWNSHIP | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205133658 | EIN |
| Primary Activities | PROVIDER OF SENIOR HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | 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 | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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