2017-02-15T12:00:26-06:00 2016-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 20 STANWIX ST STE 800 PITTSBURGH PA 15222 990 2015-07-01 250986051 PASSAVANT RETIREMENT AND HEALTH CENTER D/B/A PASSAVANT COMMUNITY PASS 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 SUSAN Q DIGIROLAMO CHIEF FINANCIAL OFFICER 7247422246 2017-02-04 1 BRIAN R LENART EA P00289136 4126976400 2015 2021-01-29 14:40:06Z DAVID J FENOGLIETTO 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 26492176 0 X WWW.LUTHERANSENIORLIFE.ORG X 1905 PA CONTINUING CARE RETIREMENT COMMUNITY PROVIDING FAITH-BASED NON PROFIT SERVICES TO ELDERS. 6 3 426 376 0 0 228215 474673 22621068 24503460 -93195 -74558 1289330 1240120 24045418 26143695 0 0 0 0 13144794 12349410 0 0 0 13140935 15943738 26285729 28293148 -2240311 -2149453 104300963 100620634 78301532 78648341 25999431 21972293 X 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. 0 0 21556588 0 25059072 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 VENUES-IN 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 STARTED THIS FISCAL YEAR AND BY JUNE 30, 2016, TWO OF THE TEN WERE 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 OVER 30 INDIVIDUALS ENROLLED AND SUCCESSFULLY BECAME 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 AND PASSAVANT WAS GLAD TO WELCOME A NEW ORTHOPEDIC SURGEON IN FY 2016. 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 2016, PASSAVANT COMMUNITY PROVIDED SUPPORT OF $933,722 THROUGH ITS BENEVOLENT CARE PROGRAM. 21556588 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 22 0 1 426 1 0 0 0 0 0 0 0 0 0 0 X 6 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X SUSAN Q DIGIROLAMO 7247761100 191 SCHARBERRY LANE MARS PA 16046 LAURA ROY EXECUTIVE DIRECTOR 40.00 X X 141890 0 18886 DR ERIC D KOFMEHL BOARD MEMBER 1.00 X 0 0 0 REV ROBERT MUSSER BOARD MEMBER 1.00 X 0 0 0 CHARLES E SNYDER BOARD MEMBER 1.00 X 0 0 0 DAVID J FENOGLIETTO CHIEF EXECUTIVE OFFICER 1.00 40.00 X X 0 350389 36156 SUSAN Q DIGIROLAMO CHIEF FINANCIAL OFFICER 1.00 40.00 X X 0 146557 27931 141890 496946 82973 1 0 1 0 MORRISON MANAGEMENT SPECIALISTS 100 SOUTHCREST DRIVE STOCKBRIDGE GA 30281 DINING 1772815 DCK NORTH AMERICA LLC 27TH FLOOR PITTSBURGH PA 15222 BUILDING CONTRACTORS 932681 GALINO CONSTRUCTION 475 CHAPEL ROAD BEAVER PA 15009 BUILDING CONTRACTORS 443064 MMC LAND MANAGEMENT 1011 FOGGY HOLLOW ROAD GIBSONIA PA 15044 LANDSCAPE 289525 EPEOPLE HEALTH CARE INC 1108 OHIO RIVER BLVD 803 SEWICKLEY PA 15143 HEALTHCARE STAFFING - NURSES 268172 10 474673 474673 PATIENT SERVICE REVENUE 623000 11390762 11390762 RESIDENT SERVICE REVENUE 623000 6565975 6565975 PERSONAL CARE REVENUE 623000 6546723 6546723 24503460 199462 199462 126897 73951 52946 52946 52946 510 274530 0 -274530 510 -274020 -274020 MISCELLANEOUS 900099 631562 631562 NURSING HOME ASSESSMENT 623000 440068 440068 MANAGEMENT INCOME 623000 115544 115544 1187174 26143695 25059072 0 609950 X 162989 152647 10342 8886473 8322612 563861 103552 96981 6571 2494537 2317094 177443 701859 657325 44534 2207528 2207528 68989 68989 31346 31346 3585669 3298814 286855 21442 21442 412016 205050 206966 1490981 1490981 6385 2681 3704 13200 9567 3633 2124501 7853 2116648 3428709 3428709 377727 33 377694 MAINTENANCE & EQUIPMENT 964418 830922 133496 0 RESIDENT 837768 712434 125334 0 NURSING HOME ASSESSMENT 242471 0 242471 0 BAD DEBT 63106 0 63106 0 67482 22885 44597 28293148 21556588 6736560 0 2825 2825 1377085 518721 5126 21042 2929479 1626246 71424 71612 189448 181043 102726912 28108356 73650466 74618556 18757326 18660752 3692728 1380641 3625056 3539196 104300963 100620634 2894836 2340572 5254179 5614636 59792088 59095007 10360429 11598126 78301532 78648341 X 23403215 19337312 284354 404574 2311862 2230407 25999431 21972293 104300963 100620634 X -2149453 -1843063 -34622 X X 0 1 X 1 0 X 367541 289898 199693 228215 474673 1560020 23600967 23053990 21911646 22621068 24503460 115691131 23968508 23343888 22111339 22849283 24978133 117251151 0 0 0 117251151 375942 121102 262133 388028 326359 1473564 375942 121102 262133 388028 326359 1473564 1201677 1294866 1196643 1269497 1187174 6149857 25546127 24759856 23570115 24506808 26491666 124874572 0.93900 0.93870 0.01180 0.01180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125757 125757 91424446 23762928 67661518 1286965 706810 580155 7793692 3638618 4155074 2096052 2096052 74618556 FUNDS HELD FOR RESIDENTS 101510 AFFILIATE PAYABLES 701933 REFUNDABLE ADVANCE FEES 10794163 AMOUNT DUE TO THIRD-PARTY PAYORS 520 11598126 X 24280937 -1843063 -93646 -1936709 26217646 -73951 -73951 26143695 28367099 73951 73951 28293148 0 28293148 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, 2016 AND 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: VALUATION LOSS, BENEFICIAL INTEREST IN PERPETUAL TRUSTS -81,455. VALUATION LOSS, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -12,191. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -73,951. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 73,951. X 0 0 0 0 0 0 0 0 0 LAURA ROY EXECUTIVE DIRECTOR 141890 0 0 0 0 0 3950 0 14936 0 160776 0 0 0 DAVID J FENOGLIETTO CHIEF EXECUTIVE OFFICER 0 350389 0 0 0 0 0 7950 0 28206 0 386545 0 0 SUSAN Q DIGIROLAMO CHIEF FINANCIAL OFFICER 0 146557 0 0 0 0 0 4397 0 23534 0 174488 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 460,823. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 460,823. DINING SERVICE: PROGRAM SERVICE EXPENSES 1,918,681. MANAGEMENT AND GENERAL EXPENSES 27,146. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,945,827. RESPIRATORY THERAPY: PROGRAM SERVICE EXPENSES 10,983. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,983. PHYSICAL THERAPIST: PROGRAM SERVICE EXPENSES 323,567. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 323,567. SPEECH THERAPIST: PROGRAM SERVICE EXPENSES 161,524. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 161,524. OCCUPATIONAL THERAPIST: PROGRAM SERVICE EXPENSES 381,151. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 381,151. ADMINISTRATIVE SERVICES: PROGRAM SERVICE EXPENSES 42,085. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,085. DEVELOPMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 259,709. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 259,709. FORM 990, PART XI, LINE 9: VALUATION LOSS, BENEFICIAL INTEREST IN PERPETUAL TRUSTS -81,455. VALUATION LOSS, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -12,191. TRANSFER OF NET ASSET FROM AFFILIATE 59,024. FORM 990, PART XII, LINE 2C NO CHANGE IN OVERSIGHT PROCESS IN THE CURRENT YEAR. LUTHERAN SENIORLIFE 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527666 TO PROVIDE SUPPORT AND MANAGEMENT TO EXEMPT AFFILIATES PA 501(C)(3) LINE 11A, I N/A 0 ST JOHN LUTHERAN CARE CENTER DBA 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 9 LUTHERAN SENIORLIFE 1 LUTHER COURT INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527660 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 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 9 LUTHERAN SENIORLIFE 1 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 LUTHERAN SENIORLIFE 1 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 9 LUTHERAN SENIORLIFE 1 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 9 LUTHERAN SENIORLIFE 1 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 LUTHERAN SENIORLIFE 1 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 9 LUTHERAN SENIORLIFE 1 MARS HOLDINGS INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251883384 PROVIDER OF DEMENTIA ASSISTED LIVING AND RESIDENTIAL PA 501(C)(3) LINE 11A, I LUTHERAN SENIORLIFE 1 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 9 LUTHERAN SENIORLIFE 1 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 9 LUTHERAN SENIORLIFE 1 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 9 LUTHERAN SENIORLIFE 1 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 9 LUTHERAN SENIORLIFE 1 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 9 LUTHERAN SENIORLIFE 1 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 9 LUTHERAN SENIORLIFE 1 CHIPPEWA LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 208314767 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 GIRARD LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 030596955 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 JAMESTOWN LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 208315015 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 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 9 LUTHERAN SENIORLIFE 1 STONEBORO DEVELOPMENT CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 251419863 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 TITUSVILLE SENIOR HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 270115829 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 TIMON PROPERTY DEVELOPMENT COMPANY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 205133658 PROVIDER OF SENIOR HOUSING PA N/A C 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0