2017-10-03T13:26:58-07:00 2016-12-31 990 2016-01-01 231381404 PHI PHI 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 170198522 Jeffrey Davis Senior Vice-President/CFO 7175028840 2017-08-15 209.183.179.5 2016 2021-01-29 14:40:06Z Presbyterian Senior Living Stephen Proctor One Trinity Drive East Suite 201 Dillsburg PA 17015 20938261 0 3292 X www.presbyterianseniorliving.org X 1997 PA Guided by the life and teachings of Jesus, the mission of Presbyterian Senior Living is to provide compassionate, vibrant and supportive communities and services to promote wholeness of body, mind and spirit. 18 18 152 1691 0 0 332079 178234 19082222 20030416 668377 728527 0 0 20082678 20937177 50000 50000 0 0 12480995 13135702 0 0 966323 7871351 7546338 20402346 20732040 -319668 205137 36290976 42870377 54551629 60692601 -18260653 -17822224 Provide management support services for affiliates, which include nursing homes, assisted living facilities, continuing care retirement communities and low income housing facilities, allowing them to focus on quality of care for the residents. These management services include intercompany loans and fundraising expenses for its subsidiaries. (65 subsidiaries) 0 0 19401302 0 20760027 The organization considers its primary program to be general and administrative in nature. PHI d.b.a. Presbyterian Senior Living provides management support services for nursing homes, assisted living facilities, continuing care retirement communities, and low income housing facilities. These management services include fundraising for the subsidiaries. 0 0 0 19401302 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 0 0 1 0 0 1 152 1 1 1 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 PA X Jeffrey J Davis 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 17019 Thomas Beaver III PSL Chair and Long Community Chair 1 4 X X 0 0 0 Thomas Paisley PSL Vice Chair & Cathedral Village Board Member 1 4 X X 0 0 0 Charles Alexander PSL Board of Trustees Board Member 1 4 X 0 0 0 Anne Drennan PSL Board Member and PIMS Vice Chair 1 1 X X 0 0 0 John Fargnoli PSL, Hsg Mgmt, PSL Svc, PIMS, Cath Vlg Mbr 1 4 X 0 0 0 Ann Fedorchak PSL Board Member; PSL Svc & PSL Hsg Mgmt Vice Chair 1 4 X X 0 0 0 George Glen PSL, Hsg Mgmt, PSL Svc, Quincy Vlg Board Mbr 1 1 X 0 0 0 Alf Halvorson PSL Board of Trustees Board Member 1 4 X 0 0 0 Sharon Kelly PSL, PSL Hsg Mgmt and PSL Svc Board Member 1 4 X 0 0 0 LeRoy Maxwell PSL Board of Trustees, PHPH Board Mbr 1 4 X 0 0 0 Susan McCarter PSL Board of Trustees Board Member 1 4 X 0 0 0 Philip Miller PSL, PHPH, PSL Svcs, PSL Hsg Mgmt Board Mbr 1 4 X X 0 0 0 Carol Parham PSL Board of Trustees Board Member 1 4 X 0 0 0 Kathy Pearson PSL Board of Trustees Board Member 1 4 X 0 0 0 Susan Reimann PSL Board of Trustee Board Member 1 4 X 0 0 0 William Scott PSL Board Member; Cathedral Village Chair 1 4 X X 0 0 0 Robyn Stone PSL Board of Trustee Board Member 1 4 X 0 0 0 Suzanne Weiss PSL Board of Trustees Board Member 1 4 X 0 0 0 Robert Hormell PSL Hsg Mgmt & PSL Svc Chair; PIMS Board Mbr 0 1 X X 0 0 0 David Wolff PIMS Board Member 0 1 X 0 0 0 Paul Post Pres Homes in the Pres of Huntingdon Chair 0 1 X X 0 0 0 Terry Goldstein Pres Homes in the Pres of Huntingdon Vice Chair 0 1 X X 0 0 0 Brandon Brown Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Carl Campbell Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Betty Anne Cherry Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Clayton Hetrick Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 John D Killian Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Joann Kimmel Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Charlene McCartney Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Jerrod Smith Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 James Vreeland Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 Robert Yelnosky Pres Homes in the Pres of Huntingdon Board Mbr 0 1 X 0 0 0 William Moyer PHI Investment Mgmt Services Inc Board Mbr 0 1 X 0 0 0 William Parham Jr PIMS, PSL Hsg Mgmt & PSL Svc Board Mbr 0 1 X 0 0 0 Allison Kohler Quincy Village Board of Directors Chair 0 1 X X 0 0 0 Kimberly Shockey Quincy Village Board of Directors Vice Chair 0 1 X X 0 0 0 Timothy Baer Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Harold Hollister Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Greg Myers Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Richard Pelletier Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Clifton Rau Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Kathryn Sandifer Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Rodger Savage Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Polly Shifflett Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Richard Shook Quincy Village Board of Directors Board Member 0 1 X 0 0 0 Jeffrey Goss Long Community Vice Chair 0 1 X X 0 0 0 Robert Baird Long Community Board Member 0 0 X 0 0 0 Edmond Russell Baxley Long Community Board Member 0 1 X 0 0 0 Gary Martin Long Community Board Member 0 1 X 0 0 0 N Anthony Mastropietro Long Community Board Member 0 1 X 0 0 0 J Michael Melbert Long Community Board Member 0 1 X 0 0 0 William Cobb Jr Cathedral Village Board of Directors Vice Chair 0 1 X X 0 0 0 Richard Hartmann Cathedral Village Board Secretary 0 1 X X 0 0 0 Edwin Sheffield Cathedral Village Board Assistant Secretary 0 1 X X 0 0 0 Karl Fritton Cathedral Village Board Treasurer 0 1 X X 0 0 0 Judith Borie Cathedral Village Board Member 0 1 X 0 0 0 John A Bower Jr Cathedral Village Board Member 0 1 X 0 0 0 Elizabeth Gemmill Cathedral Village Board Member 0 1 X 0 0 0 Richard Schaphorst Cathedral Village Board Member 0 1 X 0 0 0 Jennifer Shropshire Cathedral Village Board Member 0 1 X 0 0 0 Emily Starr Cathedral Village Board Member 0 1 X 0 0 0 Peter Wilmerding Cathedral Village Board Member 0 1 X 0 0 0 Nancy Pegues Presbyterian Senior Living Svc Inc Board Mbr 0 1 X 0 0 0 George Alt Shepherds in Monroe County Board Chair 0 1 X X 0 0 0 Patricia Barber Shepherds in Monroe County Board Member 0 1 X 0 0 0 Janet Goldberg Shepherds in Monroe County Board Member 0 1 X 0 0 0 Carol Mortimer Shepherds in Monroe County Board Member 0 1 X 0 0 0 Mike Reisenwitz Shepherds in Monroe County Board Member 0 1 X 0 0 0 Stephen Proctor President and Chief Executive Officer 0 40 X X 492666 0 22443 Jeffrey J Davis Treasurer/Senior VP and Chief Financial Officer 0 40 X X 329768 0 22443 MaryAnne Adamczyk Assistant Secretary/Sr. VP Corp Relations 0 40 X X 255456 0 20976 Donna Casner Assistant Treasurer/VP & Controller 0 40 X X 191642 0 12280 Nancy Deibler Board Secretary/Executive Administrative Assistant 0 40 X 64561 0 8782 James Bernardo Chief Operating Officer 0 40 X 347480 0 10504 Dan Davis Jr VP of Operations-Continuing Care Comm 0 40 X 207416 0 22319 Victoria Hess VP Of Sales and Marketing 0 40 X 198409 0 7045 Diane Burfiendt VP of Ops-Aff Housing and Pop Hlth 0 40 X 192048 0 22129 Teresa Buchman Director of Clinical Services 0 40 X 163658 0 6215 Cynthia Fox VP Employee Relations 0 40 X 135308 0 17442 Laurel Spagnolo VP Missions Support 0 40 X 132546 0 19960 Mary Ann Poling Executive Director 0 40 X 169344 0 11552 Deborah Barefoot Regional Director of Operations 0 40 X 168455 0 11462 Catherine Chan Ng Executive Director 0 40 X 158864 0 20929 Brian Parks Executive Director 0 40 X 145701 0 19510 Samantha Roos Meiser Executive Director 0 40 X 145634 0 16405 3498956 0 272396 34 0 1 0 0 0 0 0 0 0 178234 1276 178234 Management Fee Income 561000 19278505 19278505 0 0 Developer's Fee Income 531390 751911 751911 0 0 0 0 0 0 20030416 729611 729611 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1084 0 -1084 -1084 0 0 -1084 0 0 20937177 20760027 0 -1084 50000 50000 0 0 0 0 0 0 3434397 3143996 59321 231080 0 0 0 0 7388272 6787308 128062 472902 259771 249672 4711 5388 1330671 1305767 24637 267 722591 673972 12716 35903 0 0 0 0 513153 503650 9503 0 130819 128397 2422 0 0 0 0 0 0 0 0 0 0 0 1285260 1255975 23698 5587 57147 10888 0 46259 1088678 964831 18204 105643 2125800 2086433 39367 0 0 0 0 0 903312 879472 16594 7246 433636 375662 7088 50886 0 0 0 0 70849 65141 1229 4479 164359 161195 3041 123 0 0 0 0 657618 644956 12169 493 89307 87587 1653 67 Bad Debt Expense 26400 26400 0 0 20732040 19401302 364415 966323 2300 400 5450 127893 0 0 381694 31 0 0 0 0 30970382 38260669 0 0 331838 104669 7813614 4143711 3839619 3669903 750530 402682 0 0 0 0 0 0 9163 304130 36290976 42870377 2623865 2308086 0 0 0 0 0 0 0 0 0 0 4996899 5000000 2796309 2676602 44134556 50707913 54551629 60692601 X -18575894 -18170092 39377 64091 275864 283777 -18260653 -17822224 36290976 42870377 X 205137 224359 0 0 0 8933 X 0 1 X 1 0 X 669147 1110168 444655 332079 178234 2734283 17761241 17234859 17904799 19078618 20030416 92009933 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18430388 18345027 18349454 19410697 20208650 94744216 0 0 0 0 26228 26228 0 0 0 0 0 0 0 0 0 0 26228 26228 94717988 405430 760529 529784 677145 729611 3102499 0 0 0 0 0 0 405430 760529 529784 677145 729611 3102499 0 0 0 0 0 0 0 0 0 0 0 0 18835818 19105556 18879238 20087842 20938261 97846715 0.96802 0.97125 0.03171 0.02875 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 189640 189640 0 0 0 0 0 635112 366437 268675 0 4691615 3777274 914341 0 2297247 0 2297247 3669903 0 Capital lease obligations 366 Annuities payable 492073 Due to affiliates 50215474 50707913 X Schedule D, Part X, Line 2 The Corporation follows the Financial Accounting Standards Board (FASB) accounting standard for accounting for uncertainty in income taxes. This standard clarifies the accounting for uncertainty in income taxes in a company's consolidated financial statements and prescribes a recognition 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. 1 GEDCO 1010 East 33rd Street Baltimore MD 21218 521767577 501(c)(3) 50000 0 Cash amount 0 General purpose for providing affordable housing, supportive services, and emergency assistance to community residents. 1 0 Schedule I, Part I, Line 2 Gifts to GEDCO are for general purposes. PHI regularly obtains GEDCO's financial statements, form 990, and other related information to assure gifts were used as needed. X X X 0 0 0 1 1 1 1 0 0 Stephen Proctor President and Chief Executive Officer 443981 0 41127 0 7558 0 7950 0 14493 0 515109 0 0 0 Jeffrey J Davis Treasurer/Senior VP and Chief Financial Officer 285626 0 24499 0 19643 0 7950 0 14493 0 352211 0 0 0 MaryAnne Adamczyk Assistant Secretary/Sr. VP Corp Relations 216682 0 20816 0 17958 0 6735 0 14241 0 276432 0 0 0 Donna Casner Assistant Treasurer/VP & Controller 176139 0 14947 0 556 0 5371 0 6909 0 203922 0 0 0 Nancy Deibler Board Secretary/Executive Administrative Assistant 61576 0 1783 0 1202 0 2600 0 6182 0 73343 0 0 0 James Bernardo Chief Operating Officer 304314 0 25447 0 17719 0 7950 0 2554 0 357984 0 0 0 Dan Davis Jr VP of Operations-Continuing Care Comm 189526 0 16635 0 1255 0 5977 0 16342 0 229735 0 0 0 Victoria Hess VP Of Sales and Marketing 178792 0 14928 0 4689 0 5364 0 1681 0 205454 0 0 0 Diane Burfiendt VP of Ops-Aff Housing and Pop Hlth 175583 0 15167 0 1298 0 5450 0 16679 0 214177 0 0 0 Teresa Buchman Director of Clinical Services 152239 0 8180 0 3239 0 4581 0 1634 0 169873 0 0 0 Cynthia Fox VP Employee Relations 127944 0 6752 0 612 0 4030 0 13412 0 152750 0 0 0 Laurel Spagnolo VP Missions Support 119958 0 10569 0 2019 0 3798 0 16162 0 152506 0 0 0 Mary Ann Poling Executive Director 157686 0 10257 0 1401 0 4817 0 6735 0 180896 0 0 0 Deborah Barefoot Regional Director of Operations 155453 0 10890 0 2112 0 4750 0 6712 0 179917 0 0 0 Catherine Chan Ng Executive Director 157420 0 0 0 1444 0 5079 0 15850 0 179793 0 0 0 Brian Parks Executive Director 136254 0 9162 0 285 0 4313 0 15197 0 165211 0 0 0 Samantha Roos Meiser Executive Director 134865 0 10516 0 253 0 4241 0 12164 0 162039 0 0 0 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. Robert Hormell PSL Hsg Mgmt and PSL Svcs Corp Vice-Chair and First National Bank Board Member 4259315 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 1351109 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 250000 Affiliate invested in Advantage Mission Deposit Certificate held at National Cooperative Bank 0 Robert Baird Long Community Board Member and works as Medical Director at the Long Community 9000 Payment for hours served as medical director at the community 0 Form 990, Part VI, Section B, Line 11b A copy of the 990 was provided to the organization's audit committee prior to the submission. It was reviewed in detail prior to the audit committee meeting by the Chief Financial Officer and other top executives. Form 990, Part VI, Section B, Line 12c The compliance department annually reviews the conflict of interest disclosures remitted from the officers, directors and key employees to update and monitor any changes that could cause a potential conflict of interest. Form 990, Part VI, Section B, Line 15 Every year, salaries for executives are determined based on comparative data from Leading Age's sponsored salary survey called CEMO Leadership Compensation Survey. These salaries are then approved by the Board of Directors. For highest paid employees, salaries are set during the yearly budgeting process by the executive directors 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. 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 -38827 PHI The Shepherds at Wisteria LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 300386033 Low income housing PA -13 173796 PHI Westminster Place at Windy Hill Village II GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 472992542 Low income housing PA 0 0 PHI Academy Place GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 461987895 Low income housing PA 0 0 PHI Glen Meadows Foundation Inc 11630 Glen Arm Road Glen Arm MD 21057 521990463 Fundraising for Glen Meadows Retirement Community PA 501(c)(3) 7 PHI dba Presbyerian Senior Living 0 The Long Home One Trinity Drive East Suite 201 Dillsburg PA 17019 231352360 Private Foundation of The Long Community PA 501(c)(3) PF PHI dba Presbyterian Senior Living 0 PHI Presbyterian Homes Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 232941518 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Glen Meadows Retirement Community 11630 Glen Arm Road Glen Arm MD 21057 522119125 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI everyday LIFE 2045 Westgate Drive Suite 100 Bethlehem PA 180177487 364599810 LIFE program PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI PHI Investment Management Services Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 743247363 Investment Services PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI The Long Community 200 West End Avenue Lancaster PA 17603 943446933 Assisted Living PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Homes in the Presbytery of Huntingdon 120 Holliday Hills Drive Hollidaysburg PA 16648 231352512 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presb Hms in the Presb of Hntnd Fnd PO Box 595 Hollidaysburg PA 166480595 201195007 Fundraising for Presb Hms in the Presb of Hntnd PA 501(c)(3) 7 PHI PHI dba Presbyterian Senior Living 0 PHI Quincy Retirement Community 6596 Orphanage Road Quincy PA 17247 231173321 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Apartments 322 North Second Street Harrisburg PA 17101 231660433 Low income housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Geneva House 325 Adams Ave Scranton PA 18503 231883381 Low income housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Senior Living Services Inc 11630 Glen Arm Road Glen Arm MD 21057 522133513 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Senior Living Housing Management Corporation One Trinity Drive East Suite 201 Dillsburg PA 17019 800536225 Low income housing management services PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Stadium Place Senior Care Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 900921005 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 The Shepherds in Monroe County PO Box 302 Cresco PA 18326 232932273 Senior Housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 Cathedral Village 600 East Cathedral Road Philadelphia PA 19128 232018005 Continuing Care PA 501(c)(3) 7 PHI PHI dba Presbyterian Senior Living 0 Westminster Place at Ware Senior Housing One Trinity Drive East Suite 201 Dillsburg PA 17019 813566337 Senior housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 Schartner House Associates LP One Trinity Drive East Suite 201 Dillsburg PA 17019 204747882 Low income housing PA Schartner House Inc Related -38 -423 0 0 1 0.0001 Westminster Place at Parkesburg LP One Trinity Drive East Suite 201 Dillsburg PA 17019 208766428 Low Income Housing PA Westminster Place at Parkesburg Inc Related -61 59183 0 0 1 0.0001 Westminster Place at Windy Hill Village LP I One Trinity Drive East Suite 201 Dillsburg PA 17019 270683872 Low income housing PA Westminster Place at Windy Hill Village Inc Related -24 3004448 0 0 1 0.0001 Westminster Place at Carroll Village LP I One Trinity Drive East Suite 201 Dillsburg PA 17019 270488126 Low income housing PA Westminster Place at Carroll Village Inc Related -28 1007731 0 0 1 0.0001 Westminster Place at Bloomsburg LP One Trinity Drive East Suite 201 Dillsburg PA 17019 900536078 Low income housing PA Westminster Place at Bloomsburg GP Inc Related -38 189860 0 0 1 0.0001 Westminster Place at the Long Community LP One Trinity Drive East Suite 201 Dillsburg PA 17019 800536471 Low income housing PA Westimnster Place at the Long Community GP Inc Related -60 1826172 0 0 1 0.0001 Stewartstown Courtyard LP 145 Pine Grove Circle York PA 17403 261577538 Low income housing PA Westminster Place at Stewartstown Inc Related -44 71032 0 0 1 0.0001 Westminster Place at Quincy Village LP One Trinity Drive East Suite 201 Dillsburg PA 17019 273684407 Low income housing PA Westminster Place at Quincy Village GP Inc Related -48 224878 0 0 1 0.0001 Silver Spring Courtyard LP One Trinity Drive East Suite 201 Dillsburg PA 17019 233022718 Low income housing PA Westminster Place at Silver Spring Courtyards GP Inc Related -7 266867 0 0 1 0.0001 SS Gardens LP One Trinity Drive East Suite 201 Dillsburg PA 17019 731626571 Low income housing PA Westminster Place at SS Gardens GP Inc Related -10 -79704 0 0 1 0.0001 Shrewsbury Courtyards II Associates One Trinity Drive East Suite 201 Dillsburg PA 17019 233056691 Low income housing PA Westminster Place at Shrewsbury Courtyards II Associates GP Inc Related -11 -82877 0 0 1 0.0001 Shrewsbury Courtyards Associates Limited Partnership One Trinity Drive East Suite 201 Dillsburg PA 17019 251767781 Low income housing PA Westminster Place at Shrewsbury Courtyard Associates GP Inc Related -35 -138260 0 0 1 0.5 S Overlook LP One Trinity Drive East Suite 201 Dillsburg PA 17015 752991115 Low income housing PA Westminster Place at S Overlook GP Inc Related -15 -333825 0 0 1 0.0001 Stony Brook Gardens LP One Trinity Drive East Suite 201 Dillsburg PA 17019 203703666 Low income housing PA Westminster Place at Stony Brook Gardens GP Inc Related -30 -422173 0 0 1 0.0001 Ross Presbyterian Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 352467867 Low income housing PA Ross Presbyterian GP LLC Related -10 -85 0 0 1 0.0001 Wisteria Commons Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 743169417 Low income Housing PA The Shepherds at Wisteria LLC PHI Wisteria Commons LLC Related -25 134969 0 0 1 0.0001 Northampton Place at Easton LP One Trinity Drive East Suite 201 Dillsburg PA 17019 300750353 Low income housing PA Northampton Place at Easton GP Inc Related 0 0 0 0 1 0.0001 Westminster Place at Queen Street LP One Trinity Drive East Suite 201 Dillsburg PA 17019 461217566 Low income housing PA Westminster Place at Queen Street GP Inc Related -67 -192 0 0 1 0.0001 Westminster Place at Ware Presbyterian Village LP One Trinity Drive East Suite 201 Dillsburg PA 17019 383852987 Low income housing PA Westminster Place at Ware Presbyterian Village GP Related 0 0 0 0 1 0.0001 Long Crest Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 320446143 Low income housing PA Long Crest Senior Housing GP Related 0 0 0 0 1 0.0001 Westminster Place at Windy Hill Village II LP One Trinity Drive East Suite 201 Dillsburg PA 17019 473008552 Low income housing PA Westminster Place at Wind Hill Village II GP LLC Related 0 0 0 0 1 0.0001 Westminster Place at Huntingdon LP One Trinity Drive East Suite 201 Dillsburg PA 17019 273684236 Low income housing PA Westminster Place at Huntingdon GP Inc Related 0 0 0 0 1 0.0001 Academy Place Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 900935098 Low income housing PA Academy Place GP LLC Related 0 0 0 0 1 0.0001 Oaks Senior Community LP One Trinity Drive East Suite 201 Dillsburg PA 17019 233018312 Low income housing PA The Shepherds in Monroe County Inc Related -19 -459 0 0 1 0.0002 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 59183 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 3004448 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 1007731 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 189860 1 0 Westminster Place at Stewartstown Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 800499627 Low income housing PA PHI C -44 71032 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 1826172 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 224878 1 0 Westminster Place at Silver Spring Courtyards GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 454799705 Low income housing PA PHI C -6 266867 1 0 Westminster Place at SS Gardens GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 454806531 Low income housing PA PHI C -10 -79704 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 -82877 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 -138260 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 -333825 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 -422173 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 173796 1 0 PHI Wisteria Commons LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 464630922 Low income housing PA PHI C -12 -38827 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 1 0 0 1 0 0 0 0 0 1 0 1 0 0 1 1 1 1 0 Westminster Place at Parkesburg LP a-i 247923 Interest based on debt agreement between Westminster Place at Parkesburg LP and PHI. Schartner House Associates LP a-i 96400 Interest based on debt agreement between Schartner House Associates LP and PHI. Westminster Place at Quincy Village LP a-i 68456 Interest based on debt agreement between Westminster Place at Quincy Village LP and PHI. Westminster Place at Queen Street LP a-i 109558 Interest based on debt agreement between Westminster Place at Queen Street LP and PHI. Ross Presbyterian Senior Housing LP a-i 238635 Interest based on debt agreement between Ross Presbyterian Senior Housing LP and PHI. Westminster Place at Parkesburg LP d 72595 Loan amount based on agreement between Westminster Place at Parkesburg LP and PHI. Westminster Place at Ware Presbyterian Village LP d 2424321 Loan amount based on agreement between Westminster Place at Ware Presbyterian Village LP and PHI. Westminster Place at Ware Senior Housing d 2487157 Loan amount based on agreement between Westminster Place at Ware Senior Housing and PHI. PHI Presbyterian Senior Living Services Inc l 1351629 Management services based on contract between Presbyterian Senior Living Services Inc. and PHI. Cathedral Village l 827692 Management services based on contract between Cathedral Village and PHI. PHI Stadium Place Senior Care Inc l 117314 Management services based on contract between HI Stadium Place Senior Care Inc. and PHI. PHI Presbyterian Homes in the Presbytery of Huntingdon l 3463542 Management services based on contract between Presbyterian Homes in the Presbytery of Huntingdon and PHI. PHI The Long Community l 495875 Management services based on contract between The Long Community and PHI. PHI Quincy Retirement Community l 1945414 Management services based on contract between Quincy Retirement Community and PHI. PHI Presbyterian Homes Inc l 10554198 Management services based on contract between Presbyterian Homes Inc. and PHI. PHI Presbyterian Senior Living Housing Management Corporation o 66594 Hours worked by the employees, multiplied by their pay, plus taxes paid on those wages. Ross Presbyterian Senior Housing LP p 605042 Actual reimbursements made for expenses incurred. Based on invoices paid. Westminster Place at Queen Street LP p 53463 Actual reimbursements made for expenses incurred. Based on invoices paid. PHI Presbyterian Senior Living Services Inc r 635314 Actual cash transferred. PHI The Long Community r 746591 Actual cash transferred. Westminster Place at Queen Street LP r 1431711 Actual cash transferred. PHI Stadium Place Senior Care Inc r 158000 Actual cash transferred. PHI Quincy Retirement Community s 2967930 Actual cash transferred. PHI Presbyterian Homes Inc s 9998913 Actual cash transferred. PHI Presbyterian Homes in the Presbytery of Huntingdon s 8394248 Actual cash transferred. Cathedral Village s 3681162 Actual cash transferred. PHI Presbyterian Senior Living Housing Management Corporation s 58381 Actual cash transferred.