2016-02-15T13:50:50-06:00 2015-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 20 STANWIX ST STE 800 PITTSBURGH PA 15222 990 2014-07-01 250969478 ST JOHN LUTHERAN CARE CENTER D/B/A ST JOHN COMMUNITY STJO 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 SUSAN Q DIGIROLAMO CHIEF FINANCIAL OFFICER 7247422246 2016-02-11 1 BRIAN R LENART EA P00289136 4126976400 2014 2016-08-17 19:52:53Z DAVID J FENOGLIETTO 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 24748654 0 X WWW.LUTHERANSENIORLIFE.ORG X 1893 PA OPERATION OF A SKILLED NURSING AND PERSONAL CARE FACILITY PROVIDING FAITH-BASED SERVICES TO ELDERS. 3 0 376 57 0 0 121981 197588 24646042 23704698 145447 297969 133542 547399 25047012 24747654 0 0 0 0 12601840 12220668 0 0 0 11160723 11507137 23762563 23727805 1284449 1019849 19863935 20002485 13157085 12337668 6706850 7664817 X ST. JOHN SPECIALTY CARE CENTER OPERATES A CCRC WHICH INCLUDES SKILLED NURSING, PERSONAL CARE, ASSISTED LIVING, AND INDEPENDENT LIVING TO ELDERS IN WESTERN PENNSYLVANIA. 0 0 19565739 0 23704698 ST. JOHN SPECIALTY CARE CENTER IS A 501(C) (3) SKILLED NURSING AND PERSONAL CARE FACILITY WITH A MORE THAN 100-YEAR HISTORY OF PROVIDING FAITH-BASED, NOT-FOR-PROFIT SERVICES TO ELDERS IN WESTERN PENNSYLVANIA. ST. JOHN RECEIVED THE CONTINUING CARE RETIREMENT COMMUNITY DESIGNATION FROM THE PENNSYLVANIA DEPARTMENT OF INSURANCE IN DECEMBER OF 2008. IN 2014, ST. JOHN SPECIALTY CARE CENTER STARTED DOING BUSINESS AS ST. JOHN COMMUNITY TO REFLECT THE CONTINUING CARE RETIREMENT COMMUNITY IT HAS BECOME. ST. JOHN COMMUNITY IS LOCATED ON A SCENIC 24-ACRE CAMPUS IN MARS PA., AND CURRENTLY SERVES OVER 300 RESIDENTS. LICENSED BY THE PENNSYLVANIA DEPARTMENT OF HEALTH AND PENNSYLVANIA DEPARTMENT OF PUBLIC WELFARE AS A NURSING CARE FACILITY, ST. JOHN SPECIALTY CARE CENTER OFFERS SHORT TERM REHABILITATION, SKILLED NURSING CARE, LONG TERM CARE, DEMENTIA CARE AND SUB-ACUTE CARE. ST. JOHN SPECIALTY CARE CENTER SPECIALIZES IN DEMENTIA CARE AND IS ONE OF FEW LONG TERM CARE FACILITIES IN SOUTHWESTERN PENNSYLVANIA TO PROVIDE VENTILATOR CARE, OFFERING 24 HOUR RESPIRATORY SERVICES TO ITS VENTILATOR AND TRACHEOSTOMY PATIENTS.IN THE FISCAL YEAR ENDING JUNE 30, 2015, ST. JOHN PROVIDED 79,824 DAYS OF NURSING CARE. MEDICAID COVERED 50,367 OF THOSE DAYS WHICH IS 63% OF TOTAL RESIDENT DAYS. ST. JOHN PROVIDED 7,817 DAYS OF CARE IN OUR PERSONAL CARE UNIT. A BENEVOLENT CARE PROGRAM IS AVAILABLE AT ST. JOHN TO PROVIDE ASSISTANCE TO INDIVIDUALS IN PERSONAL CARE WHO HAVE OUTLIVED THEIR PERSONAL RESOURCES. ST. JOHN PROVIDED 1104 DAYS OF BENEVOLENT CARE FOR A TOTAL OF $55,529 IN BENEVOLENT CARE FOR PERSONAL CARE RESIDENTS IN FISCAL YEAR 2015.ROSECREST IS A 30-BED ASSISTED LIVING RESIDENCE FOR RESIDENTS IN NEED OF MEMORY SUPPORT. THIS STATE-OF-THE ART, LICENSED ASSISTED LIVING RESIDENCE HAS PROVIDED 10,661 DAYS OF ASSISTED LIVING CARE IN THE YEAR ENDING JUNE 30, 2015. THE BENEVOLENT CARE PROGRAM PROVIDED 365 DAYS OF BENEVOLENT CARE TO ROSECREST IN THE YEAR ENDING JUNE 30, 2015 FOR A TOTAL OF $40,188. OVERBROOK POINTE, A 53-UNIT INDEPENDENT LIVING APARTMENT BUILDING FOR SENIORS HAS BEEN OPEN SINCE SEPTEMBER OF 2013. OVERBROOK POINTE ENDED THE FISCAL YEAR WITH 29 APARTMENTS OCCUPIED WITH A TOTAL OF 36 RESIDENTS. OVERBROOK POINTE OFFERS A VARIETY OF APARTMENT STYLES AND AMENITIES FOR AN ACTIVE LIFESTYLE. ST. JOHN COMMUNITY OFFERS A HOST OF LIVING OPTIONS, FROM INDEPENDENT LIVING TO SUB-ACUTE CARE, TO ALLOW OLDER ADULTS TO LIVE AN ABUNDANT LIFE IN A SETTING THAT PROMOTES WELLNESS AND INDEPENDENCE. 19565739 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 376 1 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X SUSAN Q DIGIROLAMO 7247761100 191 SCHARBERRY LANE MARS PA 16046 KAREN RUSSELL EXECUTIVE DIRECTOR 40.00 1.00 X X 123827 0 27091 DAVID J FENOGLIETTO CHIEF EXECUTIVE OFFICER 1.00 40.00 X X 0 315512 34533 SUSAN Q DIGIROLAMO CHIEF FINANCIAL OFFICER 1.00 40.00 X X 0 137170 26350 LINETTE TURNER RN 40.00 0.00 X 128392 0 14669 STEPHANIE BARKLEY DIRECTOR, NURSING 40.00 0.00 X 102786 0 10046 355005 452682 112689 3 0 1 0 PROVIDENCE PHARMACY SERVICES 615 NORTH PIKE ROAD CABOT PA 16023 PHARMACY SERVICES 1275843 MORRISON MANAGEMENT SPECIALISTS 100 SOUTHCREST DRIVE STOCKBRIDGE GA 30281 DINING 1183576 BELLWETHER ENTERPRISE REAL 1360 E 9TH STREET SUITE 300 CLEVELAND OH 44114 MORTGAGE BANKING COMPANY 963084 ETZEL ENGINEER AND BUILD INC 205 WEST WATER STREET SAXONBURG PA 16056 BUILDING CONTRACTOR 572784 PARIS HEALTHCARE LINEN SERVICE PO BOX 1043 67 HOOVER AVENUE DUBOIS PA 15801 LAUNDRY 379359 12 197588 197588 PATIENT SERVICE REVENUE 623000 22297573 22297573 PA NURSING HOME ASSESSMENT 623000 1407125 1407125 23704698 179605 179605 3410 1000 2410 2410 2410 118364 0 118364 118364 118364 ANCILLARY 623000 544989 544989 544989 24747654 23704698 0 845368 X 153300 143514 9786 8388121 7852647 535474 73933 69213 4720 2950998 1766896 1184102 654316 612547 41769 1467802 1467802 49893 49893 25439 25439 4009384 3983967 25417 3212 3212 515560 328711 186849 613359 613359 3580 2555 1025 4047 4047 464579 464579 600310 600310 172430 172430 RESIDENT 1850064 1850064 0 0 NURSING HOME ASSESSMENT 574934 574934 0 0 MAINTENANCE & EQUIPMENT 545202 529893 15309 0 DEVELOPMENT 244634 0 244634 0 362708 120 362588 23727805 19565739 4162066 0 1300 1300 2984920 3395609 3550 3794 4025900 3022925 115435 60183 58232 203771 148966 23242514 19235596 4099420 4006918 7614275 8424085 755181 940656 19863935 20002485 1753696 1285564 10763934 10579286 639455 472818 13157085 12337668 X 6371224 7178844 119004 269351 216622 216622 6706850 7664817 19863935 20002485 X 1019849 -61438 -444 X X 0 1 X 1 1 1 X 280790 253774 64786 121981 197588 918919 23064082 23299709 23317133 24646042 23704698 118031664 23344872 23553483 23381919 24768023 23902286 118950583 0 0 0 118950583 165617 195977 22816 29699 183015 597124 165617 195977 22816 29699 183015 597124 377944 408340 530732 130185 544989 1992190 23888433 24157800 23935467 24927907 24630290 121539897 0.97870 0.97860 0.00490 0.00490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8070 8070 15140847 12003776 3137071 1581444 1527223 54221 6447191 5704597 742594 64962 64962 4006918 RESIDENT FUNDS 98979 AFFILIATE PAYABLES 373587 DUE TO THIRD-PARTY PAYORS 252 472818 X 24686772 -61438 -444 -61882 24748654 -1000 -1000 24747654 23728805 1000 1000 23727805 0 23727805 PART X, LINE 2: ST. JOHN ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2015 AND 2014. ST. JOHN'S FEDERAL INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES FOR FISCAL YEARS BEFORE JUNE 30, 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: VALUATION GAIN, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST -444. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -1,000. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 1,000. X 0 0 0 0 0 0 0 0 0 KAREN RUSSELL EXECUTIVE DIRECTOR 123827 0 0 0 0 0 3500 0 23591 0 150918 0 0 0 DAVID J FENOGLIETTO CHIEF EXECUTIVE OFFICER 0 315512 0 0 0 0 0 7800 0 26733 0 350045 0 0 SUSAN Q DIGIROLAMO CHIEF FINANCIAL OFFICER 0 137170 0 0 0 0 0 4115 0 22235 0 163520 0 0 FORM 990, PART VI, SECTION B, LINE 11 PROVIDED A COPY OF THE FINAL FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REQUIRED FROM ALL BOARD MEMBERS AND EXECUTIVES. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE LUTHERAN SENIORLIFE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW IN JULY. MARKET BASED COMPENSATION INFORMATION IS CONDUCTED ANNUALLY FROM INFORMATION COMPILED BY EXTERNAL SOURCES. THE BOARD THEN DETERMINES THE COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND TAX FORMS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. FORM 990, PART IX, LINE 11G AGENCY STAFF FEES - NURSING: PROGRAM SERVICE EXPENSES 1,112,761. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,112,761. DINNING SERVICES: PROGRAM SERVICE EXPENSES 1,434,602. MANAGEMENT AND GENERAL EXPENSES 25,417. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,460,019. SPEECH THERAPIST: PROGRAM SERVICE EXPENSES 230,136. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 230,136. PHYSICAL THERAPIST: PROGRAM SERVICE EXPENSES 670,780. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 670,780. OCCUPATIONAL THERAPIST: PROGRAM SERVICE EXPENSES 535,688. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 535,688. FORM 990, PART XI, LINE 9: VALUATION LOSS, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST -444. FORM 990, PART XI, LINE 2C: THE AUDIT COMMITTEE OF THE LUTHERAN SENIORLIFE BOARD OF DIRECTORS MAKES THE SELECTION OF THE INDEPENDENT AUDIT FIRM, AND MEETS WITH THE AUDIT TEAM PRIOR TO AND AT THE CONCLUSION OF THE AUDIT FOR A DETAILED REVIEW OF THE STATEMENTS AND FINDINGS. THE AUDIT COMMITTEE MAKES RECOMMENDATION TO THE BOARD TO ACCEPT THE AUDIT. LUTHERAN SENIORLIFE 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527666 TO PROVIDE SUPPORT AND MANAGEMENT TO EXEMPT AFFILIATES PA 501(C)(3) LINE 11A, I N/A 0 LUTHER COURT INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527660 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 PASSAVANT RETIREMENT AND HEALTH CENTER DBA PASSAVANT COMMUNITY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250986051 PROVIDER OF RESIDENTIAL, PERSONAL CARE AND SKILLED NURSING CARE TO ELDERS PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 LAS GERIATRIC CARE SERVICES INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251738347 PROVIDER OF MEDICAL GERIATRIC THERAPY SERVICES TO ITS EXEMPT AFFILIATES PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 LUTHERAN SENIORLIFE FOUNDATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251705233 ORGANIZATION THAT PROMOTES THE CHARITABLE INTERESTS OF ITS EXEMPT AFFILIATES PA 501(C)(3) LINE 7 LUTHERAN SENIORLIFE 1 SAMARITAN HEALTH CARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527663 TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 VIECARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 205900922 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 VIECARE BEAVER LLC DBA LIFE BEAVER AND LAWRENCE COUNTIES 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 260363509 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 7 LUTHERAN SENIORLIFE 1 VIECARE BUTLER LLC DBA LIFE BUTLER COUNTY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 208512169 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 MARS HOLDINGS INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251883384 PROVIDER OF DEMENTIA ASSISTED LIVING AND RESIDENTIAL. PA 501(C)(3) LINE 11A, I LUTHERAN SENIORLIFE 1 BEHOME PARTNERS 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 202932676 PROVIDER OF HOME HEALTH SERVICES IN SKILLED NURSING, THERAPY, & PRIVATE DUTY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 VISITING NURSES ASSOCIATION OF BUTLER INC 154 HINDMAN ROAD BUTLER PA 16001 237040715 OPTIMIZE HEALTH & INDEPENDENCE, & KEEP RESIDENTS OF OUR COMMUNITY HEALTHY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 HOSPICE SERVICES INC 154 HINDMAN ROAD BUTLER PA 16001 251468529 TO PROVIDE COMPASSIONATE, QUALITY CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESS PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 VALLEY CARE ASSOCIATION 650 CHERRINGTON PARKWAY MOON TOWNSHIP PA 15108 251349943 TO PROVIDE DAY CARE SERVICES FOR OLDER ADULTS TO ENHANCE QUALITY OF LIFE PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 THE LUTHERAN SERVICE SOCIETY OF W PA 440 LINCOLN AVENUE PITTSBURGH PA 15202 250965419 PROVIDE PROGRAMS AND SERVICES FOR PEOPLE TO LEAD INDEPENDENT DIGNIFIED LIVES PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 VIECARE ARMSTRONG LLC DBA LIFE ARMSTRONG COUNTY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 463692084 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 9 LUTHERAN SENIORLIFE 1 TIMON PROPERTY DEVELOPMENT COMPANY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 205133658 PROVIDER OF SENIOR HOUSING PA N/A C 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0