PHI: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PHI (EIN 23-1381404)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-03
- IRS object ID
- 201742769349300634
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-03T13:26:58-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231381404 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHI | BusinessNameControlTxt |
| Phone | 7175028840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Trinity Drive East Suite 201 | AddressLine1Txt |
| City | Dillsburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 170198522 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey Davis | PersonNm |
| Person Title | Senior Vice-President/CFO | PersonTitleTxt |
| Phone | 7175028840 | PhoneNum |
| Signature | 2017-08-15 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 209.183.179.5 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Presbyterian Senior Living | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Stephen Proctor | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Trinity Drive East | AddressLine1Txt |
| Address Line2 | Suite 201 | AddressLine2Txt |
| City | Dillsburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,938,261 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 3292 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.presbyterianseniorliving.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 152 | TotalEmployeeCnt |
| Total Volunteers | 1691 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $332,079 | PYContributionsGrantsAmt |
| CY Contributions Grants | $178,234 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,082,222 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,030,416 | CYProgramServiceRevenueAmt |
| PY Investment Income | $668,377 | PYInvestmentIncomeAmt |
| CY Investment Income | $728,527 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $20,082,678 | PYTotalRevenueAmt |
| CY Total Revenue | $20,937,177 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $50,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $50,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,480,995 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,135,702 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $966,323 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,871,351 | PYOtherExpensesAmt |
| CY Other Expenses | $7,546,338 | CYOtherExpensesAmt |
| PY Total Expenses | $20,402,346 | PYTotalExpensesAmt |
| CY Total Expenses | $20,732,040 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$319,668 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $205,137 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $36,290,976 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,870,377 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $54,551,629 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $60,692,601 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$18,260,653 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$17,822,224 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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) | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $19,401,302 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $20,760,027 | RevenueAmt |
| Desc | 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. | Desc |
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $19,401,302 | 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 | 0 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 152 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jeffrey J Davis | PersonNm |
| Phone | 7175028840 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Trinity Drive East | AddressLine1Txt |
| Address Line2 | Suite 201 | AddressLine2Txt |
| City | Dillsburg | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17019 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (85 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Thomas Beaver III | |||||||||
| PSL Chair and Long Community Chair | 1 | 4 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Thomas Paisley | |||||||||
| PSL Vice Chair & Cathedral Village Board Member | 1 | 4 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Charles Alexander | |||||||||
| PSL Board of Trustees Board Member | 1 | 4 | Yes (X) | $0 | $0 | $0 | |||
| Anne Drennan | |||||||||
| PSL Board Member and PIMS Vice Chair | 1 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| John Fargnoli | |||||||||
| PSL, Hsg Mgmt, PSL Svc, PIMS, Cath Vlg Mbr | 1 | 4 | Yes (X) | $0 | $0 | $0 | |||
| Ann Fedorchak | |||||||||
| PSL Board Member; PSL Svc & PSL Hsg Mgmt Vice Chair | 1 | 4 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| George Glen | |||||||||
| PSL, Hsg Mgmt, PSL Svc, Quincy Vlg Board Mbr | 1 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Alf Halvorson | |||||||||
| PSL Board of Trustees Board Member | 1 | 4 | Yes (X) | $0 | $0 | $0 | |||
| Sharon Kelly | |||||||||
| PSL, PSL Hsg Mgmt and PSL Svc Board Member | 1 | 4 | Yes (X) | $0 | $0 | $0 | |||
| LeRoy Maxwell | |||||||||
| PSL Board of Trustees, PHPH Board Mbr | 1 | 4 | Yes (X) | $0 | $0 | $0 | |||
| Susan McCarter | |||||||||
| PSL Board of Trustees Board Member | 1 | 4 | Yes (X) | $0 | $0 | $0 | |||
| Philip Miller | |||||||||
| PSL, PHPH, PSL Svcs, PSL Hsg Mgmt Board Mbr | 1 | 4 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Carol Parham | |||||||||
| PSL Board of Trustees Board Member | 1 | 4 | Yes (X) | $0 | $0 | $0 | |||
| Kathy Pearson | |||||||||
| PSL Board of Trustees Board Member | 1 | 4 | Yes (X) | $0 | $0 | $0 | |||
| Susan Reimann | |||||||||
| PSL Board of Trustee Board Member | 1 | 4 | Yes (X) | $0 | $0 | $0 | |||
| William Scott | |||||||||
| PSL Board Member; Cathedral Village Chair | 1 | 4 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robyn Stone | |||||||||
| PSL Board of Trustee Board Member | 1 | 4 | Yes (X) | $0 | $0 | $0 | |||
| Suzanne Weiss | |||||||||
| PSL Board of Trustees Board Member | 1 | 4 | Yes (X) | $0 | $0 | $0 | |||
| Robert Hormell | |||||||||
| PSL Hsg Mgmt & PSL Svc Chair; PIMS Board Mbr | 0 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| David Wolff | |||||||||
| PIMS Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Paul Post | |||||||||
| Pres Homes in the Pres of Huntingdon Chair | 0 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Terry Goldstein | |||||||||
| Pres Homes in the Pres of Huntingdon Vice Chair | 0 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Brandon Brown | |||||||||
| Pres Homes in the Pres of Huntingdon Board Mbr | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Carl Campbell | |||||||||
| Pres Homes in the Pres of Huntingdon Board Mbr | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Betty Anne Cherry | |||||||||
| Pres Homes in the Pres of Huntingdon Board Mbr | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Clayton Hetrick | |||||||||
| Pres Homes in the Pres of Huntingdon Board Mbr | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| John D Killian | |||||||||
| Pres Homes in the Pres of Huntingdon Board Mbr | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Joann Kimmel | |||||||||
| Pres Homes in the Pres of Huntingdon Board Mbr | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Charlene McCartney | |||||||||
| Pres Homes in the Pres of Huntingdon Board Mbr | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Jerrod Smith | |||||||||
| Pres Homes in the Pres of Huntingdon Board Mbr | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| James Vreeland | |||||||||
| Pres Homes in the Pres of Huntingdon Board Mbr | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Robert Yelnosky | |||||||||
| Pres Homes in the Pres of Huntingdon Board Mbr | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| William Moyer | |||||||||
| PHI Investment Mgmt Services Inc Board Mbr | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| William Parham Jr | |||||||||
| PIMS, PSL Hsg Mgmt & PSL Svc Board Mbr | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Allison Kohler | |||||||||
| Quincy Village Board of Directors Chair | 0 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kimberly Shockey | |||||||||
| Quincy Village Board of Directors Vice Chair | 0 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Timothy Baer | |||||||||
| Quincy Village Board of Directors Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Harold Hollister | |||||||||
| Quincy Village Board of Directors Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Greg Myers | |||||||||
| Quincy Village Board of Directors Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Richard Pelletier | |||||||||
| Quincy Village Board of Directors Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Clifton Rau | |||||||||
| Quincy Village Board of Directors Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Kathryn Sandifer | |||||||||
| Quincy Village Board of Directors Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Rodger Savage | |||||||||
| Quincy Village Board of Directors Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Polly Shifflett | |||||||||
| Quincy Village Board of Directors Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Richard Shook | |||||||||
| Quincy Village Board of Directors Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Jeffrey Goss | |||||||||
| Long Community Vice Chair | 0 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert Baird | |||||||||
| Long Community Board Member | 0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| Edmond Russell Baxley | |||||||||
| Long Community Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Gary Martin | |||||||||
| Long Community Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| N Anthony Mastropietro | |||||||||
| Long Community Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| J Michael Melbert | |||||||||
| Long Community Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| William Cobb Jr | |||||||||
| Cathedral Village Board of Directors Vice Chair | 0 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Richard Hartmann | |||||||||
| Cathedral Village Board Secretary | 0 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Edwin Sheffield | |||||||||
| Cathedral Village Board Assistant Secretary | 0 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Karl Fritton | |||||||||
| Cathedral Village Board Treasurer | 0 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Judith Borie | |||||||||
| Cathedral Village Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| John A Bower Jr | |||||||||
| Cathedral Village Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Gemmill | |||||||||
| Cathedral Village Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Richard Schaphorst | |||||||||
| Cathedral Village Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Jennifer Shropshire | |||||||||
| Cathedral Village Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Emily Starr | |||||||||
| Cathedral Village Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Peter Wilmerding | |||||||||
| Cathedral Village Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Nancy Pegues | |||||||||
| Presbyterian Senior Living Svc Inc Board Mbr | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| George Alt | |||||||||
| Shepherds in Monroe County Board Chair | 0 | 1 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Patricia Barber | |||||||||
| Shepherds in Monroe County Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Janet Goldberg | |||||||||
| Shepherds in Monroe County Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Carol Mortimer | |||||||||
| Shepherds in Monroe County Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Mike Reisenwitz | |||||||||
| Shepherds in Monroe County Board Member | 0 | 1 | Yes (X) | $0 | $0 | $0 | |||
| Stephen Proctor | |||||||||
| President and Chief Executive Officer | 0 | 40 | Yes (X) | $492,666 | $0 | $22,443 | Yes (X) | ||
| Jeffrey J Davis | |||||||||
| Treasurer/Senior VP and Chief Financial Officer | 0 | 40 | Yes (X) | $329,768 | $0 | $22,443 | Yes (X) | ||
| MaryAnne Adamczyk | |||||||||
| Assistant Secretary/Sr. VP Corp Relations | 0 | 40 | Yes (X) | $255,456 | $0 | $20,976 | Yes (X) | ||
| Donna Casner | |||||||||
| Assistant Treasurer/VP & Controller | 0 | 40 | Yes (X) | $191,642 | $0 | $12,280 | Yes (X) | ||
| Nancy Deibler | |||||||||
| Board Secretary/Executive Administrative Assistant | 0 | 40 | Yes (X) | $64,561 | $0 | $8,782 | |||
| James Bernardo | |||||||||
| Chief Operating Officer | 0 | 40 | $347,480 | $0 | $10,504 | Yes (X) | |||
| Dan Davis Jr | |||||||||
| VP of Operations-Continuing Care Comm | 0 | 40 | $207,416 | $0 | $22,319 | Yes (X) | |||
| Victoria Hess | |||||||||
| VP Of Sales and Marketing | 0 | 40 | $198,409 | $0 | $7,045 | Yes (X) | |||
| Diane Burfiendt | |||||||||
| VP of Ops-Aff Housing and Pop Hlth | 0 | 40 | $192,048 | $0 | $22,129 | Yes (X) | |||
| Teresa Buchman | |||||||||
| Director of Clinical Services | 0 | 40 | $163,658 | $0 | $6,215 | Yes (X) | |||
| Cynthia Fox | |||||||||
| VP Employee Relations | 0 | 40 | $135,308 | $0 | $17,442 | Yes (X) | |||
| Laurel Spagnolo | |||||||||
| VP Missions Support | 0 | 40 | $132,546 | $0 | $19,960 | Yes (X) | |||
| Mary Ann Poling | |||||||||
| Executive Director | 0 | 40 | $169,344 | $0 | $11,552 | Yes (X) | |||
| Deborah Barefoot | |||||||||
| Regional Director of Operations | 0 | 40 | $168,455 | $0 | $11,462 | Yes (X) | |||
| Catherine Chan Ng | |||||||||
| Executive Director | 0 | 40 | $158,864 | $0 | $20,929 | Yes (X) | |||
| Brian Parks | |||||||||
| Executive Director | 0 | 40 | $145,701 | $0 | $19,510 | Yes (X) | |||
| Samantha Roos Meiser | |||||||||
| Executive Director | 0 | 40 | $145,634 | $0 | $16,405 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,498,956 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $272,396 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 34 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $178,234 | AllOtherContributionsAmt |
| Noncash Contributions | $1,276 | NoncashContributionsAmt |
| Total Contributions | $178,234 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Management Fee Income | 561000 | $19,278,505 | $19,278,505 | $0 | $0 |
| Developer's Fee Income | 531390 | $751,911 | $751,911 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,030,416 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $729,611 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $729,611 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $1,084 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | -$1,084 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,084 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,084 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,937,177 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,760,027 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$1,084 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Program Services | $50,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,434,397 | TotalAmt |
| Program Services | $3,143,996 | ProgramServicesAmt |
| Management And General | $59,321 | ManagementAndGeneralAmt |
| Fundraising | $231,080 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,388,272 | TotalAmt |
| Program Services | $6,787,308 | ProgramServicesAmt |
| Management And General | $128,062 | ManagementAndGeneralAmt |
| Fundraising | $472,902 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,771 | TotalAmt |
| Program Services | $249,672 | ProgramServicesAmt |
| Management And General | $4,711 | ManagementAndGeneralAmt |
| Fundraising | $5,388 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,330,671 | TotalAmt |
| Program Services | $1,305,767 | ProgramServicesAmt |
| Management And General | $24,637 | ManagementAndGeneralAmt |
| Fundraising | $267 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,591 | TotalAmt |
| Program Services | $673,972 | ProgramServicesAmt |
| Management And General | $12,716 | ManagementAndGeneralAmt |
| Fundraising | $35,903 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $513,153 | TotalAmt |
| Program Services | $503,650 | ProgramServicesAmt |
| Management And General | $9,503 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,819 | TotalAmt |
| Program Services | $128,397 | ProgramServicesAmt |
| Management And General | $2,422 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,285,260 | TotalAmt |
| Program Services | $1,255,975 | ProgramServicesAmt |
| Management And General | $23,698 | ManagementAndGeneralAmt |
| Fundraising | $5,587 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,147 | TotalAmt |
| Program Services | $10,888 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $46,259 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,088,678 | TotalAmt |
| Program Services | $964,831 | ProgramServicesAmt |
| Management And General | $18,204 | ManagementAndGeneralAmt |
| Fundraising | $105,643 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,125,800 | TotalAmt |
| Program Services | $2,086,433 | ProgramServicesAmt |
| Management And General | $39,367 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,312 | TotalAmt |
| Program Services | $879,472 | ProgramServicesAmt |
| Management And General | $16,594 | ManagementAndGeneralAmt |
| Fundraising | $7,246 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,636 | TotalAmt |
| Program Services | $375,662 | ProgramServicesAmt |
| Management And General | $7,088 | ManagementAndGeneralAmt |
| Fundraising | $50,886 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,849 | TotalAmt |
| Program Services | $65,141 | ProgramServicesAmt |
| Management And General | $1,229 | ManagementAndGeneralAmt |
| Fundraising | $4,479 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,359 | TotalAmt |
| Program Services | $161,195 | ProgramServicesAmt |
| Management And General | $3,041 | ManagementAndGeneralAmt |
| Fundraising | $123 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $657,618 | TotalAmt |
| Program Services | $644,956 | ProgramServicesAmt |
| Management And General | $12,169 | ManagementAndGeneralAmt |
| Fundraising | $493 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,307 | TotalAmt |
| Program Services | $87,587 | ProgramServicesAmt |
| Management And General | $1,653 | ManagementAndGeneralAmt |
| Fundraising | $67 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Bad Debt Expense | Desc |
| Total | $26,400 | TotalAmt |
| Program Services | $26,400 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,732,040 | TotalAmt |
| Program Services | $19,401,302 | ProgramServicesAmt |
| Management And General | $364,415 | ManagementAndGeneralAmt |
| Fundraising | $966,323 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,300 | BOYAmt |
| EOY | $400 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,450 | BOYAmt |
| EOY | $127,893 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,694 | BOYAmt |
| EOY | $31 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,970,382 | BOYAmt |
| EOY | $38,260,669 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $331,838 | BOYAmt |
| EOY | $104,669 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,813,614 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,143,711 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,839,619 | BOYAmt |
| EOY | $3,669,903 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,530 | BOYAmt |
| EOY | $402,682 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,163 | BOYAmt |
| EOY | $304,130 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,290,976 | BOYAmt |
| EOY | $42,870,377 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,623,865 | BOYAmt |
| EOY | $2,308,086 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,996,899 | BOYAmt |
| EOY | $5,000,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,796,309 | BOYAmt |
| EOY | $2,676,602 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,134,556 | BOYAmt |
| EOY | $50,707,913 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,551,629 | BOYAmt |
| EOY | $60,692,601 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$18,575,894 | BOYAmt |
| EOY | -$18,170,092 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,377 | BOYAmt |
| EOY | $64,091 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,864 | BOYAmt |
| EOY | $283,777 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$18,260,653 | BOYAmt |
| EOY | -$17,822,224 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,290,976 | BOYAmt |
| EOY | $42,870,377 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $205,137 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $224,359 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $8,933 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $669,147 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,110,168 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $444,655 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $332,079 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $178,234 | CurrentTaxYearAmt |
| Total | $2,734,283 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,761,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,234,859 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,904,799 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,078,618 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,030,416 | CurrentTaxYearAmt |
| Total | $92,009,933 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,430,388 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,345,027 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,349,454 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,410,697 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,208,650 | CurrentTaxYearAmt |
| Total | $94,744,216 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,228 | CurrentTaxYearAmt |
| Total | $26,228 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,228 | CurrentTaxYearAmt |
| Total | $26,228 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $94,717,988 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $405,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $760,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $529,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $677,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $729,611 | CurrentTaxYearAmt |
| Total | $3,102,499 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $405,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $760,529 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $529,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $677,145 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $729,611 | CurrentTaxYearAmt |
| Total | $3,102,499 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,835,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,105,556 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,879,238 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,087,842 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,938,261 | CurrentTaxYearAmt |
| Total | $97,846,715 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96802 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97125 | PublicSupportPY509Pct |
| Investment Income CY | 0.03171 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02875 | 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) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $189,640 | OtherCostOrOtherBasisAmt |
| Book Value | $189,640 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $635,112 | OtherCostOrOtherBasisAmt |
| Depreciation | $366,437 | DepreciationAmt |
| Book Value | $268,675 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $4,691,615 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,777,274 | DepreciationAmt |
| Book Value | $914,341 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,297,247 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $2,297,247 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,669,903 | TotalBookValueLandBuildingsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Capital lease obligations | $366 |
| Annuities payable | $492,073 |
| Due to affiliates | $50,215,474 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $50,707,913 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule D, Part X, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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 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 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEDCO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1010 East 33rd Street | AddressLine1Txt |
| City | Baltimore | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21218 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 521767577 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $50,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | Cash amount | ValuationMethodUsedDesc |
| Non Cash Assistance | 0 | NonCashAssistanceDesc |
| Purpose Of Grant | General purpose for providing affordable housing, supportive services, and emergency assistance to community residents. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| 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 | Yes (1) | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | Yes (1) | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | Yes (1) | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | Yes (1) | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stephen Proctor | ||||||||||||||
| President and Chief Executive Officer | $443,981 | $0 | $41,127 | $0 | $7,558 | $0 | $7,950 | $0 | $14,493 | $0 | $515,109 | $0 | $0 | $0 |
| Jeffrey J Davis | ||||||||||||||
| Treasurer/Senior VP and Chief Financial Officer | $285,626 | $0 | $24,499 | $0 | $19,643 | $0 | $7,950 | $0 | $14,493 | $0 | $352,211 | $0 | $0 | $0 |
| MaryAnne Adamczyk | ||||||||||||||
| Assistant Secretary/Sr. VP Corp Relations | $216,682 | $0 | $20,816 | $0 | $17,958 | $0 | $6,735 | $0 | $14,241 | $0 | $276,432 | $0 | $0 | $0 |
| Donna Casner | ||||||||||||||
| Assistant Treasurer/VP & Controller | $176,139 | $0 | $14,947 | $0 | $556 | $0 | $5,371 | $0 | $6,909 | $0 | $203,922 | $0 | $0 | $0 |
| Nancy Deibler | ||||||||||||||
| Board Secretary/Executive Administrative Assistant | $61,576 | $0 | $1,783 | $0 | $1,202 | $0 | $2,600 | $0 | $6,182 | $0 | $73,343 | $0 | $0 | $0 |
| James Bernardo | ||||||||||||||
| Chief Operating Officer | $304,314 | $0 | $25,447 | $0 | $17,719 | $0 | $7,950 | $0 | $2,554 | $0 | $357,984 | $0 | $0 | $0 |
| Dan Davis Jr | ||||||||||||||
| VP of Operations-Continuing Care Comm | $189,526 | $0 | $16,635 | $0 | $1,255 | $0 | $5,977 | $0 | $16,342 | $0 | $229,735 | $0 | $0 | $0 |
| Victoria Hess | ||||||||||||||
| VP Of Sales and Marketing | $178,792 | $0 | $14,928 | $0 | $4,689 | $0 | $5,364 | $0 | $1,681 | $0 | $205,454 | $0 | $0 | $0 |
| Diane Burfiendt | ||||||||||||||
| VP of Ops-Aff Housing and Pop Hlth | $175,583 | $0 | $15,167 | $0 | $1,298 | $0 | $5,450 | $0 | $16,679 | $0 | $214,177 | $0 | $0 | $0 |
| Teresa Buchman | ||||||||||||||
| Director of Clinical Services | $152,239 | $0 | $8,180 | $0 | $3,239 | $0 | $4,581 | $0 | $1,634 | $0 | $169,873 | $0 | $0 | $0 |
| Cynthia Fox | ||||||||||||||
| VP Employee Relations | $127,944 | $0 | $6,752 | $0 | $612 | $0 | $4,030 | $0 | $13,412 | $0 | $152,750 | $0 | $0 | $0 |
| Laurel Spagnolo | ||||||||||||||
| VP Missions Support | $119,958 | $0 | $10,569 | $0 | $2,019 | $0 | $3,798 | $0 | $16,162 | $0 | $152,506 | $0 | $0 | $0 |
| Mary Ann Poling | ||||||||||||||
| Executive Director | $157,686 | $0 | $10,257 | $0 | $1,401 | $0 | $4,817 | $0 | $6,735 | $0 | $180,896 | $0 | $0 | $0 |
| Deborah Barefoot | ||||||||||||||
| Regional Director of Operations | $155,453 | $0 | $10,890 | $0 | $2,112 | $0 | $4,750 | $0 | $6,712 | $0 | $179,917 | $0 | $0 | $0 |
| Catherine Chan Ng | ||||||||||||||
| Executive Director | $157,420 | $0 | $0 | $0 | $1,444 | $0 | $5,079 | $0 | $15,850 | $0 | $179,793 | $0 | $0 | $0 |
| Brian Parks | ||||||||||||||
| Executive Director | $136,254 | $0 | $9,162 | $0 | $285 | $0 | $4,313 | $0 | $15,197 | $0 | $165,211 | $0 | $0 | $0 |
| Samantha Roos Meiser | ||||||||||||||
| Executive Director | $134,865 | $0 | $10,516 | $0 | $253 | $0 | $4,241 | $0 | $12,164 | $0 | $162,039 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 | 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 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 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 margin 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. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Robert Hormell | |||
| PSL Hsg Mgmt and PSL Svcs Corp Vice-Chair and First National Bank Board Member | $4,259,315 | Repayment of loan by group member to First National Bank | 0 |
| Kimberly Shockey | |||
| Quincy Village Board of Directors Vice-Chair and VP at BB&T | $1,351,109 | Repayment of loan by group member | 0 |
| Ann Fedorchak | |||
| PSL Brd Mbr, PSL Svcs and PSL Hsg Mgmt Vice-Chair and Managing Director at National Cooperative Bank | $250,000 | 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 | $9,000 | Payment for hours served as medical director at the community | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 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. |
| 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 | Equity received from limited tax partner $224,358. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Ros Presbyterian GP LLC | ||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 352467867 | Low income housing | PA | -$10 | -$85 | PHI |
| PHI Wisteria Commons LLC | ||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 464630922 | Low income housing | PA | -$12 | -$38,827 | PHI |
| The Shepherds at Wisteria LLC | ||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 300386033 | Low income housing | PA | -$13 | $173,796 | 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 |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line2USAddress/AddressLine2Txt | Business Name Line2DisregardedEntityName/BusinessNameLine2Txt | Business Name Line2DirectControllingEntityName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | Dillsburg | PA | 17019 | 231352360 | Private Foundation of The Long Community | PA | 501(c)(3) | PF | PHI dba Presbyterian Senior Living | 0 | Suite 201 | ||
| PHI | |||||||||||||
| One Trinity Drive East | Dillsburg | PA | 17019 | 232941518 | Continuing Care | PA | 501(c)(3) | 9 | PHI | 0 | Suite 201 | Presbyterian Homes Inc | PHI dba Presbyterian Senior Living |
| PHI | |||||||||||||
| 11630 Glen Arm Road | Glen Arm | MD | 21057 | 522119125 | Continuing Care | PA | 501(c)(3) | 9 | PHI | 0 | Glen Meadows Retirement Community | PHI dba Presbyterian Senior Living | |
| PHI | |||||||||||||
| 2045 Westgate Drive | Bethlehem | PA | 180177487 | 364599810 | LIFE program | PA | 501(c)(3) | 9 | PHI | 0 | Suite 100 | everyday LIFE | PHI dba Presbyterian Senior Living |
| PHI | |||||||||||||
| One Trinity Drive East | Dillsburg | PA | 17019 | 743247363 | Investment Services | PA | 501(c)(3) | 9 | PHI | 0 | Suite 201 | PHI Investment Management Services Inc | PHI dba Presbyterian Senior Living |
| PHI | |||||||||||||
| 200 West End Avenue | Lancaster | PA | 17603 | 943446933 | Assisted Living | PA | 501(c)(3) | 9 | PHI | 0 | The Long Community | PHI dba Presbyterian Senior Living | |
| PHI | |||||||||||||
| 120 Holliday Hills Drive | Hollidaysburg | PA | 16648 | 231352512 | Continuing Care | PA | 501(c)(3) | 9 | PHI | 0 | Presbyterian Homes in the Presbytery of Huntingdon | PHI dba Presbyterian Senior Living | |
| PHI | |||||||||||||
| PO Box 595 | Hollidaysburg | PA | 166480595 | 201195007 | Fundraising for Presb Hms in the Presb of Hntnd | PA | 501(c)(3) | 7 | PHI | 0 | Presb Hms in the Presb of Hntnd Fnd | PHI dba Presbyterian Senior Living | |
| PHI | |||||||||||||
| 6596 Orphanage Road | Quincy | PA | 17247 | 231173321 | Continuing Care | PA | 501(c)(3) | 9 | PHI | 0 | Quincy Retirement Community | PHI dba Presbyterian Senior Living | |
| PHI | |||||||||||||
| 322 North Second Street | Harrisburg | PA | 17101 | 231660433 | Low income housing | PA | 501(c)(3) | 9 | PHI | 0 | Presbyterian Apartments | PHI dba Presbyterian Senior Living | |
| PHI | |||||||||||||
| 325 Adams Ave | Scranton | PA | 18503 | 231883381 | Low income housing | PA | 501(c)(3) | 9 | PHI | 0 | Geneva House | PHI dba Presbyterian Senior Living | |
| PHI | |||||||||||||
| 11630 Glen Arm Road | Glen Arm | MD | 21057 | 522133513 | Continuing Care | PA | 501(c)(3) | 9 | PHI | 0 | Presbyterian Senior Living Services Inc | PHI dba Presbyterian Senior Living | |
| PHI | |||||||||||||
| One Trinity Drive East | Dillsburg | PA | 17019 | 800536225 | Low income housing management services | PA | 501(c)(3) | 9 | PHI | 0 | Suite 201 | Presbyterian Senior Living Housing Management Corporation | PHI dba Presbyterian Senior Living |
| PHI Stadium Place Senior Care Inc | |||||||||||||
| One Trinity Drive East | Dillsburg | PA | 17019 | 900921005 | Continuing Care | PA | 501(c)(3) | 9 | PHI | 0 | Suite 201 | PHI dba Presbyterian Senior Living | |
| The Shepherds in Monroe County | |||||||||||||
| PO Box 302 | Cresco | PA | 18326 | 232932273 | Senior Housing | PA | 501(c)(3) | 9 | PHI | 0 | PHI dba Presbyterian Senior Living | ||
| Cathedral Village | |||||||||||||
| 600 East Cathedral Road | Philadelphia | PA | 19128 | 232018005 | Continuing Care | PA | 501(c)(3) | 7 | PHI | 0 | PHI dba Presbyterian Senior Living | ||
| Westminster Place at Ware Senior Housing | |||||||||||||
| One Trinity Drive East | Dillsburg | PA | 17019 | 813566337 | Senior housing | PA | 501(c)(3) | 9 | PHI | 0 | Suite 201 | PHI dba Presbyterian Senior Living | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Business Name Line2DirectControllingEntityName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Schartner House Associates LP | ||||||||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 204747882 | Low income housing | PA | Schartner House Inc | Related | -$38 | -$423 | 0 | $0 | Yes (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 | -$61 | $59,183 | 0 | $0 | Yes (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 | -$24 | $3,004,448 | 0 | $0 | Yes (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 | -$28 | $1,007,731 | 0 | $0 | Yes (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 | -$38 | $189,860 | 0 | $0 | Yes (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 | -$60 | $1,826,172 | 0 | $0 | Yes (1) | 0.0001 | |
| Stewartstown Courtyard LP | ||||||||||||||||
| 145 Pine Grove Circle | York | PA | 17403 | 261577538 | Low income housing | PA | Westminster Place at Stewartstown Inc | Related | -$44 | $71,032 | 0 | $0 | Yes (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 | -$48 | $224,878 | 0 | $0 | Yes (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 | Related | -$7 | $266,867 | 0 | $0 | Yes (1) | 0.0001 | GP Inc |
| 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 | -$10 | -$79,704 | 0 | $0 | Yes (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 | Related | -$11 | -$82,877 | 0 | $0 | Yes (1) | 0.0001 | Associates GP Inc |
| 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 | Related | -$35 | -$138,260 | 0 | $0 | Yes (1) | 0.5 | GP Inc |
| 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 | -$15 | -$333,825 | 0 | $0 | Yes (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 | Related | -$30 | -$422,173 | 0 | $0 | Yes (1) | 0.0001 | GP Inc |
| Ross Presbyterian Senior Housing LP | ||||||||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 352467867 | Low income housing | PA | Ross Presbyterian GP LLC | Related | -$10 | -$85 | 0 | $0 | Yes (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 | Related | -$25 | $134,969 | 0 | $0 | Yes (1) | 0.0001 | PHI Wisteria Commons LLC |
| 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 | $0 | Yes (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 | -$67 | -$192 | 0 | $0 | Yes (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 | $0 | Yes (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 | $0 | Yes (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 | $0 | Yes (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 | $0 | Yes (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 | $0 | Yes (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 | -$19 | -$459 | 0 | $0 | Yes (1) | 0.0002 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (24 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Business Name Line2RelatedOrganizationName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Schartner House Inc | ||||||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 861161245 | Low income housing | PA | PHI | C | -$38 | -$423 | 1 | 0 | |
| Westminster Place at Parkesburg Inc | ||||||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 208765826 | Low income housing | PA | PHI | C | -$61 | $59,183 | 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 | -$24 | $3,004,448 | 1 | 0 | |
| Westminster Place at Carroll Village Inc | ||||||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 562642596 | Low income housing | PA | PHI | C | -$28 | $1,007,731 | 1 | 0 | |
| Westminster Place at Bloomsburg GP Inc | ||||||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 010945558 | Low income housing | PA | PHI | C | -$38 | $189,860 | 1 | 0 | |
| Westminster Place at Stewartstown Inc | ||||||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 800499627 | Low income housing | PA | PHI | C | -$44 | $71,032 | 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 | -$60 | $1,826,172 | 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 | -$48 | $224,878 | 1 | 0 | |
| Westminster Place at Silver Spring Courtyards GP | ||||||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 454799705 | Low income housing | PA | PHI | C | -$6 | $266,867 | 1 | 0 | Inc |
| Westminster Place at SS Gardens GP Inc | ||||||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 454806531 | Low income housing | PA | PHI | C | -$10 | -$79,704 | 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 | -$11 | -$82,877 | 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 | -$35 | -$138,260 | 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 | -$15 | -$333,825 | 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 | -$30 | -$422,173 | 1 | 0 | |
| Ross Presbyterian GP LLC | ||||||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 461976623 | Low income housing | PA | PHI | C | -$10 | -$85 | 1 | 0 | |
| The Shepherds at Wisteria LLC | ||||||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 300386033 | Low income housing | PA | PHI | C | -$13 | $173,796 | 1 | 0 | |
| PHI Wisteria Commons LLC | ||||||||||||||
| One Trinity Drive East | Suite 201 | Dillsburg | PA | 17019 | 464630922 | Low income housing | PA | PHI | C | -$12 | -$38,827 | 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 | -$67 | -$192 | 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 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | 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 | 0 | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (27 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt | Business Name Line2OtherOrganizationName/BusinessNameLine2Txt |
|---|---|---|---|
| Westminster Place at Parkesburg LP | |||
| a-i | $247,923 | Interest based on debt agreement between Westminster Place at Parkesburg LP and PHI. | |
| Schartner House Associates LP | |||
| a-i | $96,400 | Interest based on debt agreement between Schartner House Associates LP and PHI. | |
| Westminster Place at Quincy Village LP | |||
| a-i | $68,456 | Interest based on debt agreement between Westminster Place at Quincy Village LP and PHI. | |
| Westminster Place at Queen Street LP | |||
| a-i | $109,558 | Interest based on debt agreement between Westminster Place at Queen Street LP and PHI. | |
| Ross Presbyterian Senior Housing LP | |||
| a-i | $238,635 | Interest based on debt agreement between Ross Presbyterian Senior Housing LP and PHI. | |
| Westminster Place at Parkesburg LP | |||
| d | $72,595 | Loan amount based on agreement between Westminster Place at Parkesburg LP and PHI. | |
| Westminster Place at Ware Presbyterian Village LP | |||
| d | $2,424,321 | Loan amount based on agreement between Westminster Place at Ware Presbyterian Village LP and PHI. | |
| Westminster Place at Ware Senior Housing | |||
| d | $2,487,157 | Loan amount based on agreement between Westminster Place at Ware Senior Housing and PHI. | |
| PHI | |||
| l | $1,351,629 | Management services based on contract between Presbyterian Senior Living Services Inc. and PHI. | Presbyterian Senior Living Services Inc |
| Cathedral Village | |||
| l | $827,692 | Management services based on contract between Cathedral Village and PHI. | |
| PHI Stadium Place Senior Care Inc | |||
| l | $117,314 | Management services based on contract between HI Stadium Place Senior Care Inc. and PHI. | |
| PHI | |||
| l | $3,463,542 | Management services based on contract between Presbyterian Homes in the Presbytery of Huntingdon and PHI. | Presbyterian Homes in the Presbytery of Huntingdon |
| PHI | |||
| l | $495,875 | Management services based on contract between The Long Community and PHI. | The Long Community |
| PHI | |||
| l | $1,945,414 | Management services based on contract between Quincy Retirement Community and PHI. | Quincy Retirement Community |
| PHI | |||
| l | $10,554,198 | Management services based on contract between Presbyterian Homes Inc. and PHI. | Presbyterian Homes Inc |
| PHI | |||
| o | $66,594 | Hours worked by the employees, multiplied by their pay, plus taxes paid on those wages. | Presbyterian Senior Living Housing Management Corporation |
| Ross Presbyterian Senior Housing LP | |||
| p | $605,042 | Actual reimbursements made for expenses incurred. Based on invoices paid. | |
| Westminster Place at Queen Street LP | |||
| p | $53,463 | Actual reimbursements made for expenses incurred. Based on invoices paid. | |
| PHI | |||
| r | $635,314 | Actual cash transferred. | Presbyterian Senior Living Services Inc |
| PHI | |||
| r | $746,591 | Actual cash transferred. | The Long Community |
| Westminster Place at Queen Street LP | |||
| r | $1,431,711 | Actual cash transferred. | |
| PHI Stadium Place Senior Care Inc | |||
| r | $158,000 | Actual cash transferred. | |
| PHI | |||
| s | $2,967,930 | Actual cash transferred. | Quincy Retirement Community |
| PHI | |||
| s | $9,998,913 | Actual cash transferred. | Presbyterian Homes Inc |
| PHI | |||
| s | $8,394,248 | Actual cash transferred. | Presbyterian Homes in the Presbytery of Huntingdon |
| Cathedral Village | |||
| s | $3,681,162 | Actual cash transferred. | |
| PHI | |||
| s | $58,381 | Actual cash transferred. | Presbyterian Senior Living Housing Management Corporation |