LUTHERAN COMMUNITY AT TELFORD: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LUTHERAN COMMUNITY AT TELFORD (EIN 23-1611427)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-13
- IRS object ID
- 201631349349302783
- Schema version
- 2014v6.0
- 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 G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-13T10:30:27-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231611427 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN COMMUNITY AT TELFORD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LUTH | BusinessNameControlTxt |
| Phone | 2157239819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 LUTHERAN HOME DRIVE | AddressLine1Txt |
| City | TELFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18969 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAN MCKEE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2157239819 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES D WATSON | PreparerPersonNm |
| PTIN | P01450300 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAN MCKEE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 LUTHERAN HOME DRIVE | AddressLine1Txt |
| City | TELFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18969 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,266,997 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LCTELFORD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTHCARE SERVICES FOR LUTHERAN COMMUNITY OF TELFORD RETIREMENT COMMUNITY RESIDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 410 | TotalEmployeeCnt |
| Total Volunteers | 142 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $285,392 | PYContributionsGrantsAmt |
| CY Contributions Grants | $354,119 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $19,823,972 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,457,027 | CYProgramServiceRevenueAmt |
| PY Investment Income | $494,487 | PYInvestmentIncomeAmt |
| CY Investment Income | $695,849 | CYInvestmentIncomeAmt |
| PY Other Revenue | $252,505 | PYOtherRevenueAmt |
| CY Other Revenue | $236,166 | CYOtherRevenueAmt |
| PY Total Revenue | $20,856,356 | PYTotalRevenueAmt |
| CY Total Revenue | $21,743,161 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,509,966 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,166,737 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $41,326 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,639,009 | PYOtherExpensesAmt |
| CY Other Expenses | $9,695,801 | CYOtherExpensesAmt |
| PY Total Expenses | $20,148,975 | PYTotalExpensesAmt |
| CY Total Expenses | $20,862,538 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $707,381 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $880,623 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $65,505,230 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,459,697 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $56,527,619 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $55,484,493 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,977,611 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,975,204 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE PROGRESSIVE LEVELS OF CARE INCLUDING PERSONAL CARE AND SKILLED NURSING IN A SECURE CHRISTIAN ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,387,739 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,107,204 | RevenueAmt |
| Desc | OUR 75-BED HEALTHCARE NEIGHBORHOOD IS LICENSED BY THE PENNSYLVANIA DEPARTMENT OF HEALTH. IT IS BOTH A MEDICARE AND MEDICAID APPROVED FACILITY. AT THE LUTHERAN COMMUNITY AT TELFORD (LCT), OUR PHILOSOPHY OF "PERSON-CENTERED CARE", ALLOW RESIDENTS TO LIVE IN SMALL NEIGHBORHOODS AND FORM CLOSE RELATIONSHIPS WITH EACH OTHER AND WITH STAFF. THEY NOT ONLY RECEIVE EXPERT CARE FROM PEOPLE WHO REALLY KNOW THEM, THEY ALWAYS HAVE A VOICE AND CHOICE IN DIRECTING THEIR CARE. OVER THE PAST TWO YEARS, THE LCT HAS HAD MEDICAID CONTRACTUAL ALLOWANCES OF $1.7M IN 2015 AND 2014. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,797,967 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $8,443,218 | RevenueAmt |
| Desc | RESIDENTIAL LIVING AT LUTHERAN COMMUNITY AT TELFORD PROVIDES YOU WITH A NEWFOUND SENSE OF FREEDOM, MAINTENANCE FREE LIFESTYLE WHERE YOU GET TO RELAX AND CELEBRATE LIFE WITHOUT THE BURDEN OF HOME MAINTENANCE AND THE SECURITY. LCT HAS 202 APARTMENTS OF VARYING STYLES IN OUR THREE APARTMENT BUILDINGS: LUTHER VILLAGE, HARBINGER TERRACE AND THE MEADOWS FOR ALMOST ANY BUDGET; AS WELL AS 48 COTTAGE STYLE HOMES THROUGHOUT OUR 50 ACRE CAMPUS. BENEVOLENT CARE IS ALSO AVAILABLE FOR THOSE RESIDENTIAL / INDEPENDENT RESIDENTS WHOSE FUNDS HAVE BEEN DEPLETED. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,003,254 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,906,605 | RevenueAmt |
| Desc | LUTHERAN COMMUNITY AT TELFORD IS LICENSED BY THE DEPARTMENT OF PUBLIC WELFARE FOR PERSONAL CARE FOR 125 RESIDENTS. OUR PERSONAL CARE IS DESIGNED FOR THE RESIDENT WHO REQUIRES ASSISTANCE WITH ACTIVITIES OF DAILY LIVING INCLUDING MEDICATION ADMINISTRATION. LCT'S ENVIRONMENT ENCOURAGES INDEPENDENCE, WHILE OFFERING CARE AND SUPPORT APPROPRIATE TO INDIVIDUAL NEEDS. LCT OFFERS A PERSONAL CARE MEMORY SUPPORT, OFFERS A STIMULATING ENVIRONMENT FOR 23 RESIDENTS THAT ENSURES A SENSE OF SECURITY AND STABILITY. LCT ALSO OFFERS PERSONAL CARE SUITES AND PERSONAL CARE STUDIOS THAT WILL MEET THE NEEDS OF ALL OUR RESIDENTS. BENEVOLENT CARE IS AVAILABLE FOR THOSE RESIDENTS WHOSE FUNDS HAVE BEEN DEPLETED. LCT HAS GRANTED NEARLY $1 MILLION OF BENEVOLENT CARE OVER THE PAST THREE FISCAL YEARS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $18,188,960 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | 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 | 42 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 410 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| 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 | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN MCKEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157239819 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 LUTHERAN HOME DRIVE | AddressLine1Txt |
| City | TELFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18969 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| FREDERICK SCHEA | ||||||||
| CHAIRMAN | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REV ROBERT MITMAN | ||||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUNE BAIR | ||||||||
| SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM CRESSMAN | ||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID ALBURGER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYNNE BAGOSY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM CATTO | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REV MUKESH CHEEDIE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED CROUTHAMEL | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE FABIAN | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BETTY JEAN HANSON | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN LINDSAY | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REV DAVID LUTCHER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DEB NYCE | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| RON SMITH | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DR JEFFERY THATCHER | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REV JOSEPH VARSANYI | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH WILLIAMS | ||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAN MCKEE | ||||||||
| PRESIDENT & CEO | 40.00 | 0.00 | Yes (X) | $188,677 | $0 | $16,556 | ||
| JOHN DUBYK | ||||||||
| VP FINANCE | 40.00 | 0.00 | Yes (X) | $127,492 | $0 | $3,562 | ||
| ELLEN SHRAGER | ||||||||
| VP OPERATIONS | 40.00 | 0.00 | Yes (X) | $157,842 | $0 | $11,897 | ||
| THEODORE G LEISTER | ||||||||
| DIRECTOR OF FACILITY DEVELOPMENT | 40.00 | 0.00 | $119,038 | $0 | $17,621 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $593,049 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $49,636 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CURA HOSPITALITY | |||||
| PO BOX 644091 | PITTSBURGH | PA | 15264 | FOOD SERVICE | $1,358,716 |
| G B BUILDERS | |||||
| 1010 PENNY ROAD | GREEN LANE | PA | 18054 | CONSTRUCTION | $473,663 |
| C&S LAWN & LANDSCAPE INC | |||||
| 562 MELVIN ROAD | TELFORD | PA | 18969 | LANDSCAPING | $468,570 |
| SELECT REHABILITATION | |||||
| 2600 COMPASS RD | GLENVIEW | IL | 60026 | REHABILITATION | $450,384 |
| E ALLEN REEVES INC | |||||
| 1145 YORK ROAD PO BOX 0289 | ABINGTON | PA | 19001 | CONSTRUCTION | $308,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $29,498 | FundraisingAmt |
| Related Organizations | $240,000 | RelatedOrganizationsAmt |
| All Other Contributions | $84,621 | AllOtherContributionsAmt |
| Total Contributions | $354,119 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| INDEPENDENT LIVING | 623990 | $8,443,218 | $8,443,218 |
| SKILLED NURSING | 623990 | $7,915,047 | $7,915,047 |
| PERSONAL CARE | 623990 | $3,906,605 | $3,906,605 |
| PHARMACY | 900099 | $120,657 | $120,657 |
| ADMISSION FEES | 900099 | $71,500 | $71,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,457,027 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $397,435 | TotalRevenueColumnAmt |
| Exclusion | $397,435 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,230 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,203 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $11,027 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,027 | TotalRevenueColumnAmt |
| Exclusion | $11,027 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,815,449 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,516,699 | SecuritiesAmt |
| Other | $336 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $298,750 | SecuritiesAmt |
| Other | -$336 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $298,414 | TotalRevenueColumnAmt |
| Exclusion | $298,414 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $32,534 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $29,498 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $4,598 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,936 | TotalRevenueColumnAmt |
| Exclusion | $27,936 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INCONTINENT REVENUE | 900099 | $94,104 | $94,104 |
| NON-RESIDENT MEALS | 900099 | $67,753 | $67,753 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,346 | TotalRevenueColumnAmt |
| Exclusion | $35,346 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $197,203 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,743,161 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,457,027 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $932,015 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $502,862 | TotalAmt |
| Program Services | $73,115 | ProgramServicesAmt |
| Management And General | $388,421 | ManagementAndGeneralAmt |
| Fundraising | $41,326 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,845,362 | TotalAmt |
| Program Services | $7,852,134 | ProgramServicesAmt |
| Management And General | $993,228 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,873 | TotalAmt |
| Management And General | $137,873 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,004,188 | TotalAmt |
| Program Services | $794,238 | ProgramServicesAmt |
| Management And General | $209,950 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,452 | TotalAmt |
| Program Services | $570,000 | ProgramServicesAmt |
| Management And General | $106,452 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,228 | TotalAmt |
| Management And General | $30,228 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,000 | TotalAmt |
| Management And General | $34,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,651 | TotalAmt |
| Management And General | $75,651 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,207,860 | TotalAmt |
| Program Services | $1,149,862 | ProgramServicesAmt |
| Management And General | $57,998 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,245 | TotalAmt |
| Management And General | $165,245 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,625 | TotalAmt |
| Management And General | $55,625 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,866 | TotalAmt |
| Management And General | $91,866 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,047,697 | TotalAmt |
| Program Services | $1,047,697 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,070 | TotalAmt |
| Management And General | $8,070 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,552,906 | TotalAmt |
| Program Services | $1,552,906 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,543,923 | TotalAmt |
| Program Services | $2,543,923 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,105 | TotalAmt |
| Program Services | $164,850 | ProgramServicesAmt |
| Management And General | $208,255 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MAINTENANCE & SERVICE S | $852,612 | $852,612 | |
| FOOD | $850,728 | $850,728 | |
| SUPPLIES, RESIDENT ACTI | $806,285 | $736,895 | $69,390 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,862,538 | TotalAmt |
| Program Services | $18,188,960 | ProgramServicesAmt |
| Management And General | $2,632,252 | ManagementAndGeneralAmt |
| Fundraising | $41,326 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,237 | BOYAmt |
| EOY | $686,902 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,534,696 | BOYAmt |
| EOY | $1,878,583 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,559 | BOYAmt |
| EOY | $18,150 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,455,287 | BOYAmt |
| EOY | $936,543 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,496 | BOYAmt |
| EOY | $275,849 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $78,548,329 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $32,865,314 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,690,864 | BOYAmt |
| EOY | $45,683,015 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,059,341 | BOYAmt |
| EOY | $12,234,341 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,000 | BOYAmt |
| EOY | $260,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,823,750 | BOYAmt |
| EOY | $3,486,314 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,505,230 | BOYAmt |
| EOY | $65,459,697 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,261,671 | BOYAmt |
| EOY | $2,257,805 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,383,944 | BOYAmt |
| EOY | $18,475,780 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,610,001 | BOYAmt |
| EOY | $1,558,901 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,477,750 | BOYAmt |
| EOY | $32,592,524 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $794,253 | BOYAmt |
| EOY | $599,483 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,527,619 | BOYAmt |
| EOY | $55,484,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,977,611 | BOYAmt |
| EOY | $9,961,224 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $13,980 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,977,611 | BOYAmt |
| EOY | $9,975,204 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,505,230 | BOYAmt |
| EOY | $65,459,697 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $880,623 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$270,278 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $387,248 | 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 | $668,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $945,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $366,416 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $285,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $354,119 | CurrentTaxYearAmt |
| Total | $2,619,722 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,266,866 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,620,149 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,631,025 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,967,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,586,477 | CurrentTaxYearAmt |
| Total | $93,071,867 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,935,107 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,565,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,997,441 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,252,742 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,940,596 | CurrentTaxYearAmt |
| Total | $95,691,589 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $95,691,589 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $299,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $298,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $309,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $391,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $410,665 | CurrentTaxYearAmt |
| Total | $1,709,476 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $299,996 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $298,401 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $309,357 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $391,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $410,665 | CurrentTaxYearAmt |
| Total | $1,709,476 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $85,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $101,612 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $129,785 | CurrentTaxYearAmt |
| Total | $530,406 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,357,862 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,954,526 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,392,626 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,745,411 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,481,046 | CurrentTaxYearAmt |
| Total | $97,931,471 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97710 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97330 | PublicSupportPY509Pct |
| Investment Income CY | 0.01750 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01800 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | NON-RESIDENT MEALS - 2010 AMOUNT: $ 53,893. 2011 AMOUNT: $ 57,907. 2012 AMOUNT: $ 52,644. 2013 AMOUNT: $ 49,000. 2014 AMOUNT: $ 67,753. SPECIAL EVENT REVENUES - 2010 AMOUNT: $ 68,866. 2011 AMOUNT: $ 32,515. 2012 AMOUNT: $ 33,184. 2013 AMOUNT: $ 52,612. 2014 AMOUNT: $ 62,032. | ExplanationTxt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $0 | BeginningYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,556 | BeginningYearBalanceAmt |
| Other Expenditures | $18,556 | OtherExpendituresAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $387,127 | BeginningYearBalanceAmt |
| Contributions | $131,429 | ContributionsAmt |
| Other Expenditures | $500,000 | OtherExpendituresAmt |
| End Year Balance | $18,556 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $387,127 | ContributionsAmt |
| End Year Balance | $387,127 | EndYearBalanceAmt |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,268,647 | OtherCostOrOtherBasisAmt |
| Book Value | $11,268,647 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,181,463 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,964,707 | DepreciationAmt |
| Book Value | $32,216,756 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,811,681 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,900,607 | DepreciationAmt |
| Book Value | $1,911,074 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $286,538 | OtherCostOrOtherBasisAmt |
| Book Value | $286,538 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $45,683,015 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| NET DEFERRED FINANCING COSTS | $568,851 |
| ESCROW FUNDS | $1,341,146 |
| DEBT SERVICE FUND | $1,576,317 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $3,486,314 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FAIR VALUE OF INTEREST RATE SWAP | Desc |
| Amt | $599,483 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $599,483 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,599,138 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$270,278 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $199,367 | OtherRevenueAmt |
| Revenue Not Reported | -$70,911 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,670,049 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $75,651 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$2,539 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $73,112 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,743,161 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,601,545 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $7,137 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $7,137 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,594,408 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $75,651 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $192,479 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $268,130 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,862,538 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION HAS ESCROW FUNDS THAT REPRESENT THE REFUNDABLE ENTRANCE FEES OF RESIDENTS WHO HAVE PERMANENTLY MOVED FROM AN APARTMENT UNIT INTO THE NURSING OR PERSONAL CARE FACILITY. THESE FUNDS ARE RETAINED AS SECURITY FOR THE PAYMENT OF THE RESIDENTS' CHARGES AND ARE REFUNDED IF NOT NEEDED. AS OF JUNE 30, 2015 AND 2014, ESCROW FUNDS ARE $1,341,146 AND $1,418,990, RESPECTIVELY, AND ARE SHOWN ARE BOTH A NON-CURRENT ASSET AND A LONG-TERM LIABILITY. DEPOSITS ON UNOCCUPIED UNITS IN AMOUNTS RANGING BETWEEN $4,960 AND $31,500 PER UNIT ARE COLLECTED BY THE ORGANIZATION UPON EXECUTION OF A CONTINUING CARE AGREEMENT. EACH DEPOSIT REPRESENTS 10% OF THE TOTAL ENTRANCE FEE, WHICH IS REFUNDABLE THROUGH THE FIRST MONTH OF OCCUPANCY. THE BALANCE OF THE ENTRANCE FEE IS DUE UPON OCCUPANCY OF THE APARTMENT. MANAGEMENT ALSO COLLECTS A $1,000 REFUNDABLE DEPOSIT FROM PROSPECTIVE RESIDENTS PLACED ON A WAITING LIST. AT JUNE 30, 2015 AND 2014 DEPOSITS FOR THOSE ON WAITING LISTS ARE $133,000 AND $106,000, RESPECTIVELY. |
| PART V, LINE 4: | TO SUBSIDIZE OPERATIONS TO PROVIDE HEALTHCARE SERVICES FOR LUTHERAN COMMUNITY AT TELFORD RESIDENTS. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM STATE INCOME TAXES UNDER THE COMMONWEALTH OF PENNSYLVANIA STATUTES. THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX ACCOUNTING STANDARDS REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. IT IS THE ORGANIZATION'S POLICY TO ACCOUNT FOR ANY INTEREST OR PENALTIES ASSESSED RELATING TO UNCERTAIN TAX POSITIONS, IF ANY, AS GENERAL AND ADMINISTRATIVE EXPENSES. THE ORGANIZATION DID NOT INCUR ANY INTEREST OR PENALTIES FOR THE YEARS ENDED JUNE 30, 2015 OR 2014. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 194,769. FUNDRAISING EXPENSES 4,598. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF ASSETS - INCLUDED AS EXPENSE ON FINANCIAL STATEMENTS -336. RENTAL EXPENSE -2,203. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | LOSS IN DISPOSAL OF FIXED ASSETS 336. RENTAL EXPENSE 2,203. FUNDRAISING EXPENSES 4,598. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MA SNF ASSESSMENT 179,953. COMMUNICATIONS EXPENSE 4,144. MINOR FURNISHINGS ADJUSTMENT 1,589. ADJUSTMENTS FOR FINANCIAL STATEMENTS PRESENTATION 6,793. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CENTURY CLUB | Event1Nm |
| Gross Receipts Event1 | $56,653 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $29,498 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $27,155 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $2,448 | RentFacilityCostsEvent1Amt |
| Event2 | INDIAN VALLEY BEER FESTIVAL | Event2Nm |
| Gross Receipts Event2 | $4,951 | GrossReceiptsEvent2Amt |
| Gross Revenue Event2 | $4,951 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $2,150 | RentFacilityCostsEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $428 | GrossReceiptsOtherEventsAmt |
| Gross Revenue Other Events | $428 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $62,032 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $29,498 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $32,534 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,598 | RentFcltyCostsTotalEventsAmt |
| Direct Expense Summary Events | $4,598 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $27,936 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAN MCKEE | ||||||||||||||
| PRESIDENT & CEO | $181,268 | $0 | $7,409 | $0 | $0 | $0 | $5,553 | $0 | $11,003 | $0 | $205,233 | $0 | $0 | $0 |
| ELLEN SHRAGER | ||||||||||||||
| VP OPERATIONS | $154,408 | $0 | $3,434 | $0 | $0 | $0 | $4,574 | $0 | $7,323 | $0 | $169,739 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| A | 232174016 | 118612LMO | 2007-11-15 | $14,000,000 | REFI & NEW CONSTRUCTION | 0 | 0 | 0 |
| BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| B | 232174016 | 118612LMO | 2007-11-15 | $8,955,000 | REFI & NEW CONSTRUCTION | 0 | 0 | 0 |
| TELFORD INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| C | 232253252 | 2010-05-21 | $13,745,000 | NEW CONSTRUCTION | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Credit EnhancementCreditEnhancementAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,595,000 | $13,862,556 | $989,803 | $264,840 | $4,835,858 | $7,772,055 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) | |
| B | $1,140,000 | $8,955,000 | $169,404 | $3,093,222 | $5,680,024 | 2007 | Yes (1) | 0 | Yes (1) | Yes (1) | $12,350 | |
| C | $662,679 | $13,178,799 | $120,461 | $13,058,157 | $180 | 2010 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.01260 | 0.01260 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.01260 | 0.01260 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CITIZEN'S BANK | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 10.000000000000 | 0 | 0 | 0 | Yes (1) | Yes (1) |
| CITIZEN'S BANK | ||||||||||||
| B | 0 | 0 | 0 | Yes (1) | Yes (1) | Yes (1) | 10.000000000000 | 0 | 0 | 0 | Yes (1) | Yes (1) |
| (no name) | ||||||||||||
| C | 0 | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/08/2013 ISSUER NAME: BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 01/08/2013 ISSUER NAME: TELFORD INDUSTRIAL DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 05/08/2016 |
| SCHEDULE K, PART IV, LINE 6: | FUNDS FROM BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY SERIES A AND B 2007 BONDS SPENT SLOWER THAN EXPECTED DUE TO DELAYS BUT USED PRIOR TO 11/14/2012 REPORTING PERIOD END. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE MEMBERS OF THE CORPORATION SHALL BE 33 NATURAL PERSONS OF FULL AGE APPOINTED BY CERTAIN CONGREGATIONS. EACH CONGREGATION SHALL APPOINT TWO LAYPERSONS FROM ITS ACTIVE MEMBERSHIP AND ONE ORDAINED CLERGY UNDER CALL OR APPOINTED TO THE CONGREGATION AS MEMBERS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE DIRECTORS WILL BE ELECTED BY THE MEMBERS AT THE ANNUAL ORGANIZATIONAL MEETING OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | MEMBERS (THE GROUP OF 33) MUST APPROVE ANY LAND PURCHASE OR DEVELOPMENT AT THE ANNUAL MEETING. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUHTORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT, AND REVIEWED BY THE CEO/PRESIDENT, CFO, AND BOARD OF DIRECTORS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY DIRECTOR OR OFFICER WHO HAS AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OR A COMMITTEE FOR AUTHORIZATION, APPROVAL OR RATIFICATION SHALL MAKE A PROMPT AND FULL DISCLOSURE OF HIS OR HER INTEREST TO THE BOARD OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. THE BODY TO WHICH SUCH DISCLOSURE IS MADE SHALL THEREUPON DETERMINE, BY MAJORITY VOTE, WHETHER THE DISCLOSURE SHOWS THAT A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, SUCH PERSON SHALL NOT VOTE ON, NOR USE HIS OR HER PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN, THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. SUCH PERSON SHALL NOT BE COUNTED IN DETERMINING THE EXISTENCE OF A QUORUM AT ANY MEETING WHERE THE CONTRACT OR TRANSACTION IS UNDER DISCUSSION OR IS BEING VOTED UPON. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE THEREON AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION, AND WHETHER A QUORUM WAS PRESENT. ANNUALLY THE BOARD DISTRIBUTES A CERTIFICATION REGARDING CONFLICT OF INTEREST FORM WHICH MUST BE COMPLETED AND SIGNED BY EACH BOARD MEMBER CERTIFYING THAT ALL CONFLICTS ARE DISCLOSED AND THEY ARE FAMILIAR WITH THE ORGANIZATIONS POLICY. THIS CERTIFICATION LAST OCCURED IN 2015. |
| FORM 990, PART VI, SECTION B, LINE 15 | A COMPENSATION COMMITTEE MADE UP OF INDEPENDENT BOARD MEMBERS WAS ESTABLISHED TO REVIEW EXECUTIVE SALARIES AS WELL AS OVERALL SALARY STRUCTURES. EACH YEAR THE BOARD GETS AN UPDATED COMPARISON OF 15 AREA STAND ALONE CONTINUING CARE RETIREMENT COMMUNITIES SHOWING THE MOST RECENT 990 SALARY FOR EACH. IN SETTING THE CEO SCALE, A SALARY SURVEY WAS PERFORMED THAT INCLUDED FOUR COMPETITORS IN THE AREA. THE ORGANIZATION ALSO PARTICIPATED IN AN EXECUTIVE SALARY SURVEY THAT INCLUDED EIGHT LOCAL COMMUNITIES. THE COMPARABILITY DATA WAS DELIBERATED ON AND APPROVED BY THE BOARD DURING EXECUTIVE SESSION IN NOVEMBER 2015. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE ON SWAP AGREEMENT 194,769. OTHER RECONCILING ITEMS 192,479. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN COMMUNITY AT TELFORD FUND | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 LUTHERAN HOME DRIVE | AddressLine1Txt |
| City | TELFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18969 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232694179 | EIN |
| Primary Activities | FUNDRAISING ACTIVITIES FOR AFFILIATED NON-PROFIT ENTITIES | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN COMMUNITY AT TELFORD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUTHERAN COMMUNITY AT TELFORD FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $240,000 | InvolvedAmt |
| Method Of Amount Determination | CASH TRANSFERRED | MethodOfAmountDeterminationTxt |