2016-06-29T10:44:52-07:00 2015-12-31 990 2015-01-01 231381404 PHI PHI 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 170198522 Jeffrey Davis Senior Vice-President/CFO 7175028840 2016-08-15 2015 2016-09-27 15:27:22Z Presbyterian Senior Living Stephen Proctor One Trinity Drive East Suite 201 Dillsburg PA 170198522 20091446 0 3292 X www.presbyterianseniorliving.org X 1997 PA To offer Christian understanding, compassion and a sense of belonging to promote wholeness of body, mind and spirit. 17 17 145 0 3605 0 444655 332079 17948059 19082222 510918 668377 0 0 18903632 20082678 0 50000 0 0 12555779 12480995 74394 0 853180 6338102 7871351 18968275 20402346 -64643 -319668 31250720 36290976 49602947 54551629 -18352227 -18260653 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. (63 subsidiaries) 0 0 19182799 0 20079073 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 19182799 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 52 0 1 145 1 1 1 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 PA X Jeffrey J Davis 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 17019 Ann Fedorchak PSL & PSL Svc Chair; PSL Hsg Mgmt Vice Chair 1 4 X X 0 0 0 Thomas Beaver III PSL Vice Chair and Long Community Chair 1 4 X X 0 0 0 Anne Drennan PSL Board Member and PIMSI Board Member 1 4 X 0 0 0 John Fargnoli PSL, Hsg Mgmt, PSL Svc, PIMSI, Cath Vlg, Mbr 1 4 X 0 0 0 George Glen PSL, Hsg Mgmt, PSL Svc, Quincy Vlg Board Mbr 1 4 X 0 0 0 Alf Halvorson PSL Board of Trustees Board Member 1 4 X 0 0 0 Robert Hormell PSL & PIMSI Mbr, PSL Hsg Mgmt & PSL Svc Chair 1 4 X X 0 0 0 Sharon Kelly PSL, Hsg Mgmt and PSL Svc Board Member 1 4 X 0 0 0 LeRoy Maxwell PSL, PHPH, Quincy Vlg & PSL Svc 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, PIMSI & PSL Hsg Mgmt Board Mbr 1 4 X 0 0 0 Thomas Paisley PSL and Cathedral Village Board Member 1 4 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 William Scott PSL Board Member; Cathedral Village Chair 1 4 X X 0 0 0 Suzanne Weiss PSL Board of Trustees Board Member 1 4 X 0 0 0 David Wolff PSL & PSL Svc Board Member; PIMSI Chair 1 4 X X 0 0 0 Paul Post Pres Homes in the Pres of Huntingdon Chair 0 1.00 X X 0 0 0 Terry Goldstein Pres Homes in the Pres of Huntingdon Vice Chair 0 1.00 X X 0 0 0 Brandon Brown Pres Homes in the Pres of Huntingdon Board Mbr 0 1.00 X 0 0 0 Carl Campbell Pres Homes in the Pres of Huntingdon Board Mbr 0 1.00 X 0 0 0 Betty Anne Cherry Pres Homes in the Pres of Huntingdon Board Mbr 0 1.00 X 0 0 0 Clayton Hetrick Pres Homes in the Pres of Huntingdon Board Mbr 0 1.00 X 0 0 0 John D Killian Pres Homes in the Pres of Huntingdon Board Mbr 0 1.00 X 0 0 0 Joann Kimmel Pres Homes in the Pres of Huntingdon Board Mbr 0 1.00 X 0 0 0 Charlene McCartney Pres Homes in the Pres of Huntingdon Board Mbr 0 1.00 X 0 0 0 Jerrod Smith Pres Homes in the Pres of Huntingdon Board Mbr 0 1.00 X 0 0 0 James Vreeland Pres Homes in the Pres of Huntingdon Board Mbr 0 1.00 X 0 0 0 Robert Yelnosky Pres Homes in the Pres of Huntingdon Board Mbr 0 1.00 X 0 0 0 William Moyer PHI Investment Mgmt Services Inc Board Mbr 0 1.00 X 0 0 0 William Parham Jr PIMSI Vice Chair; PSL Hsg Mgmt & PSL Svc Mbr 0 4 X X 0 0 0 Allison Kohler Quincy Village Board of Directors Chair 0 1.00 X X 0 0 0 Kimberly Shockey Quincy Village Board of Directors Vice Chair 0 1.00 X X 0 0 0 Timothy Baer Quincy Village Board of Directors Board Member 0 1.00 X 0 0 0 Harold Hollister Quincy Village Board of Directors Board Member 0 1.00 X 0 0 0 Greg Myers Quincy Village Board of Directors Board Member 0 1.00 X 0 0 0 Richard Pelletier Quincy Village Board of Directors Board Member 0 1.00 X 0 0 0 Clifton Rau Quincy Village Board of Directors Board Member 0 1.00 X 0 0 0 Kathryn Sandifer Quincy Village Board of Directors Board Member 0 1.00 X 0 0 0 Rodger Savage Quincy Village Board of Directors Board Member 0 1.00 X 0 0 0 Polly Shifflett Quincy Village Board of Directors Board Member 0 1.00 X 0 0 0 Richard Shook Quincy Village Board of Directors Board Member 0 1.00 X 0 0 0 Jeffrey Goss Long Community Vice Chair 0 1.00 X X 0 0 0 Robert Baird Long Community Board Member 0 1.00 X 0 0 0 Edmond Russell Baxley Long Community Board Member 0 1.00 X 0 0 0 Gary Martin Long Community Board Member 0 1.00 X 0 0 0 N Anthony Mastropietro Long Community Board Member 0 1.00 X 0 0 0 J Michael Melbert Long Community Board Member 0 1.00 X 0 0 0 William Cobb Jr Cathedral Village Board of Directors Vice Chair 0 1.00 X X 0 0 0 Judith Borie Cathedral Village Board Member 0 1.00 X 0 0 0 John A Bower Jr Cathedral Village Board Member 0 1.00 X 0 0 0 Karl Fritton Cathedral Village Board Member 0 1.00 X 0 0 0 Elizabeth Gemmill Cathedral Village Board Member 0 1.00 X 0 0 0 Richard Hartmann Cathedral Village Board Member 0 1.00 X 0 0 0 Richard Schaphorst Cathedral Village Board Member 0 1.00 X 0 0 0 Edwin Sheffield Cathedral Village Board Member 0 1.00 X 0 0 0 Jennifer Shropshire Cathedral Village Board Member 0 1.00 X 0 0 0 Emily Starr Cathedral Village Board Member 0 1.00 X 0 0 0 Peter Wilmerding Cathedral Village Board Member 0 1.00 X 0 0 0 Nancy Pegues Presbyterian Senior Living Svc Inc Board Mbr 0 1.00 X 0 0 0 George Alt Shepherds in Monroe County Board Chair 0 1.00 X X 0 0 0 Patricia Barber Shepherds in Monroe County Board Member 0 1.00 X 0 0 0 Janet Goldberg Shepherds in Monroe County Board Member 0 1.00 X 0 0 0 Carol Mortimer Shepherds in Monroe County Board Member 0 1.00 X 0 0 0 Mike Reisenwitz Shepherds in Monroe County Board Member 0 1.00 X 0 0 0 Stephen Proctor President and Chief Executive Officer 0 40 X X 491693 0 21579 Jeffrey J Davis Treasurer/Senior VP and Chief Financial Officer 0 40 X X 324331 0 21579 MaryAnne Adamczyk Assistant Secretary/Sr. VP Corp Relations 0 40 X X 278196 0 16277 Donna Casner Assistant Treasurer/VP & Controller 0 40 X X 187923 0 11508 Nancy Deibler Board Secretary/Executive Administrative Assistant 0 40 X 63060 0 7814 James Bernardo Chief Operating Officer 0 40 X 536398 0 9679 Dan Davis Jr VP of Operations/Cont Care Comm 0 40 X 204732 0 19003 Diane Burfiendt VP of Ops/Aff Housing and Pop Hlth 0 40 X 188912 0 21284 Victoria Hess VP Of Sales and Marketing 0 40 X 194551 0 6291 Laurel Spagnolo VP Missions Support 0 40 X 132148 0 14395 Mary Ann Poling Executive Director 0 40 X 164361 0 10949 Deborah Barefoot Executive Director 0 40 X 163391 0 11598 Debra Larkin Executive Director 0 40 X 147940 0 4782 Teresa Buchman Director of Clinical Services 0 40 X 152679 0 5102 Brian Parks Executive Director 0 40 X 142492 0 18177 3372807 0 200017 32 0 1 0 Chester C Snavely PO Box 0888 Camp Hill PA 17001 Property Management-Rent 450664 McNees Wallace & Nurick PO Box 1166 Harrisburg PA 17108 Legal Services 207335 Arnett Carbis Toothman LLP PO Box 643656 Pittsburg PA 15264 Audit 160000 3 0 0 0 0 0 332079 115 332079 Management Fee Income 561000 18346956 18343351 3605 0 Developer's Fee Income 531390 735266 735266 0 0 0 0 0 0 19082222 677145 677145 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 8768 0 -8768 -8768 -8768 0 0 0 0 20082678 19746994 3605 0 50000 50000 0 0 0 0 0 0 3372808 3212687 61782 98339 0 0 0 0 6813505 6260195 120388 432922 226728 220890 4248 1590 1402408 1349685 25955 26768 665546 620250 11928 33368 0 0 0 0 403927 396305 7622 0 213254 209230 4024 0 0 0 0 0 0 0 0 0 0 0 1117049 1028147 19772 69130 42165 20037 0 22128 1463298 1322900 25440 114958 2112920 2073054 39866 0 0 0 0 0 933298 908176 17465 7657 480499 428078 8233 44188 0 0 0 0 49713 47545 914 1254 206692 202613 3896 183 0 0 0 0 697171 683412 13143 616 89690 87920 1691 79 Contribution expense 61675 61675 0 0 20402346 19182799 366367 853180 2300 2300 1150 5450 3808 0 76569 381694 0 0 0 0 25924473 30970382 0 0 574403 331838 7568507 3728888 3484277 3839619 485633 750530 0 0 0 0 0 0 698107 9163 31250720 36290976 2734515 2623865 0 0 0 0 0 0 0 0 0 0 4805430 4996899 1225180 2796309 40837822 44134556 49602947 54551629 X -18625325 -18575894 36806 39377 236292 275864 -18352227 -18260653 31250720 36290976 X -319668 232810 0 0 0 178432 X 0 1 X 1 0 X 372953 669147 1110168 444655 332079 2929002 15739751 17761241 17234859 17904799 19078618 87719268 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 16112704 18430388 18345027 18349454 19410697 90648270 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 90648270 310152 405430 760529 529784 677145 2683040 0 0 0 0 0 0 310152 405430 760529 529784 677145 2683040 0 0 0 0 0 0 0 0 0 0 0 0 16422856 18835818 19105556 18879238 20087842 93331310 0.97125 0.97343 0.02875 0.02657 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 189640 189640 0 0 0 0 0 553246 327117 226129 0 4442451 3401771 1040680 0 2383170 0 2383170 3839619 0 Capital lease obligations 9302 Annuities payable 483444 Due from affiliates 43641810 44134556 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. 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 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 443432 0 42642 0 5619 0 7950 0 13629 0 513272 0 0 0 James Bernardo Chief Operating Officer 296719 0 27044 0 212635 0 7950 0 1729 0 546077 0 207481 0 Jeffrey J Davis Treasurer/Senior VP and Chief Financial Officer 278314 0 26037 0 19980 0 7950 0 13629 0 345910 0 13776 0 MaryAnne Adamczyk Assistant Secretary/Sr. VP Corp Relations 238579 0 22123 0 17494 0 7293 0 8984 0 294473 0 11706 0 Dan Davis Jr VP of Operations/Cont Care Comm 186016 0 16868 0 1848 0 5818 0 13185 0 223735 0 0 0 Diane Burfiendt VP of Ops/Aff Housing and Pop Hlth 169755 0 16276 0 2881 0 5275 0 16009 0 210196 0 0 0 Victoria Hess VP Of Sales and Marketing 174275 0 15714 0 4562 0 5228 0 1063 0 200842 0 0 0 Donna Casner Assistant Treasurer/VP & Controller 171678 0 15885 0 360 0 5237 0 6271 0 199431 0 0 0 Mary Ann Poling Executive Director 152462 0 10561 0 1338 0 4629 0 6320 0 175310 0 0 0 Deborah Barefoot Executive Director 151039 0 10295 0 2057 0 4634 0 6964 0 174989 0 0 0 Brian Parks Executive Director 131558 0 10117 0 817 0 4193 0 13984 0 160669 0 0 0 Teresa Buchman Director of Clinical Services 142513 0 8190 0 1976 0 4290 0 812 0 157781 0 0 0 Debra Larkin Executive Director 133125 0 9555 0 5260 0 3994 0 788 0 152722 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, PIMSI, PSL Housing Mgt, and PSL Services Corp Board Member and First National Bank Board Member 11113098 Repayment of loan by PSL subsidiary to First National Bank. Proceeds from sale of Sycamore Manor and Project funds for Kirkland in FNB accounts. 0 Kimberly Shockey Quincy Village Board of Directors Vice-Chair and VP at BB&T 2198197 Repayment of loan by PSL subsidiary to BB&T and funds held at BB&T from the sale of Woodland Retirement Community. 0 Ann Fedorchak PSL Board of Trustees Chair and Managing Director of National Cooperative Bank 250000 Affiliated invested in Advantage Mission Deposit Certificate held at NCB. 0 David Wolff PSL, PIMSI and PSL Services Corp Board Member and VP of Kressler, Wolff and Miller, Inc. 40000 Consulting services provided by Kressler, Wolff and Miller, Inc. 0 Robert Baird Long Community Board Member and works as Medical Director at the Long Community 9000 Payment for hours served as Medical Director of the Long 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 $178,432. Ros Presbyterian GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 352467867 Low income housing PA -68 -50 PHI PHI Wisteria Commons LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 464630922 Low income housing PA -11 -38783 PHI The Shepherds at Wisteria LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 300386033 Low income housing PA -11 173843 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 Schartner House Associates LP One Trinity Drive East Suite 201 Dillsburg PA 17019 204747882 Low income housing PA Schartner House Inc Related -41 -291 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 -66 59247 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 3004470 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 -30 1007753 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 -41 189892 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 -59 1826208 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 -55 74465 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 -58 224908 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 -13 266874 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 -8 -65179 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 -13 -79043 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 10257 -128477 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 -17 -315834 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 -31 -398173 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 -68 -50 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 -132 135060 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 -121 -121 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 -26 -422 0 0 1 0.0002 Schartner House Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 861161245 Low income housing PA PHI C -41 -291 1 0 Westminster Place at Parkesburg Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 208765826 Low income housing PA PHI C -66 59247 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 3004470 1 0 Westminster Place at Carroll Village Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 562642596 Low income housing PA PHI C -30 1007753 1 0 Westminster Place at Bloomsburg GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 010945558 Low income housing PA PHI C -41 189892 1 0 Westminster Place at Stewartstown Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 800499627 Low income housing PA PHI C -55 74465 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 -59 1826208 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 -58 224908 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 -13 266874 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 -8 -65179 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 -13 -79043 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 10257 -128477 1 0 Westminster Place at S Overlook GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 462390529 Low income housing PA PHI C -17 -315834 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 -31 -398173 1 0 Ross Presbyterian GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 461976623 Low income housing PA PHI C -68 -50 1 0 The Shepherds at Wisteria LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 300386033 Low income housing PA PHI C -11 173843 1 0 PHI Wisteria Commons LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 464630922 Low income housing PA PHI C -11 -38783 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 -121 -121 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 238803 Interest based on debt agreement between Westminster Place at Parkesburg LP and PHI. Schartner House Associates LP a-i 93555 Interest based on debt agreement between Schartner House Associates, LP and PHI. Westminster Place at Quincy Village LP a-i 66462 Interest based on debt agreement between Westminster Place at Quincy Village LP and PHI. Ross Presbyterian Senior Housing LP a-i 114097 Interest based on debt agreement between Ross Presbyterian Senior Housing LP and PHI. Stewartstown Courtyard LP d 650000 Loan amount based on agreement between Stewartstown Courtyard LP and PHI. Westminster Place at Quincy Village LP d 626841 Loan amount based on agreement between Westminster Place at Quincy Village LP and PHI. Shrewsbury Courtyards Associates Limited Partnership d 246156 Loan amount based on agreement between Shrewsbury Courtyards Associates Limited Partnership and PHI. Ross Presbyterian Senior Housing LP d 287137 Loan amount based on agreement between Ross Presbyterian Senior Housing LP and PHI. Westminster Place at Queen Street LP d 3187858 Loan amount based on agreement between Westminster Place at Queen Street LP and PHI. S Overlook LP d 363825 Loan amount based on agreement between S Overlook LP and PHI. SS Gardens LP d 827688 Loan amount based on agreement between SS Gardens LP and PHI. Ross Presbyterian Senior Housing LP j 92400 Leased payments based on fair market value of lease agreement between Ross Presbyterian Senior Housing LP and PHI. PHI Stadium Place Senior Care Inc l 112830 Management services based on contract between PHI Stadium Place Senior Care Inc. and PHI. PHI Presbyterian Senior Living Housing Management Corporation l 85930 Management services based on contract between PSL Housing Management Corporation and PHI. PHI The Long Community l 452280 Management services based on contract between The Long Community and PHI. PHI Presbyterian Senior Living Services Inc l 1307784 Management services based on contract between Presbyterian Senior Living Services Inc. and PHI. PHI Quincy Retirement Community l 1747380 Management services based on contract between Quincy Retirement Community and PHI. PHI Presbyterian Homes in the Presbytery of Huntingdon l 3958686 Management services based on contract between Presbyterian Homes in the Presbytery of Huntingdon and PHI. PHI Presbyterian Homes Inc l 10554198 Management services based on contract between Presbyterian Homes Inc. and PHI. PHI Stadium Place Senior Care Inc o 52629 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. PHI Presbyterian Senior Living Housing Management Corporation o 55759 Hours worked by the employees multiplied by their pay rate, plus taxes paid on those wages. PHI Presbyterian Homes Inc p 38449178 Actual reimbursements made for expenses incurred. Based on invoices paid. PHI Presbyterian Senior Living Housing Management Corporation q 486084 Actual reimbursements made for expenses incurred. Based on invoices paid. PHI The Long Community q 4077220 Actual reimbursements made for expenses incurred. Based on invoices paid. PHI Presbyterian Senior Living Services Inc q 7345153 Actual reimbursements made for expenses incurred. Based on invoices paid. Cathedral Village q 2310137 Actual reimbursements made for expenses incurred. Based on invoices paid. PHI Quincy Retirement Community q 7754151 Actual reimbursements made for expenses incurred. Based on invoices paid. PHI Presbyterian Homes in the Presbytery of Huntingdon q 11717818 Actual reimbursements made for expenses incurred. Based on invoices paid. Westminster Place at Parkesburg LP r 102013 Actual cash transferred. Westminster Place at Quincy Village LP s 87228 Actual cash transferred. Ross Presbyterian Senior Housing LP r 719814 Actual cash transferred. Westminster Place at Queen Street LP r 799760 Actual cash transferred. PHI Stadium Place Senior Care Inc r 72738 Actual cash transferred. PHI Presbyterian Senior Living Housing Management Corporation s 314730 Actual cash transferred. PHI PHI Investment Management Services Inc s 2925201 Actual cash transferred. PHI The Long Community s 3372449 Actual cash transferred. PHI Presbyterian Senior Living Services Inc s 6959248 Actual cash transferred. Cathedral Village s 655356 Actual cash transferred. PHI Quincy Retirement Community s 13909537 Actual cash transferred. PHI Presbyterian Homes in the Presbytery of Huntingdon s 18694814 Actual cash transferred. PHI Presbyterian Homes Inc r 28450264 Actual cash transferred.