2015-09-24T05:43:00-05:00 2014-06-30 311543240 CBIZ MHM LLC 401 PLYMOUTH ROAD SUITE 200 PLYMOUTH MEETING PA 19462 990 2013-07-01 230384330 THE BAPTIST HOME OF PHILADELPHIA BAPT 2156247575 8301 ROOSEVELT BOULEVARD PHILADELPHIA PA 19152 LISA SOFIA PRESIDENT 2156247575 2015-07-14 1 JOSEPH G SULLIVAN P00360476 6108622249 2013 2016-03-07 17:11:31Z X DEER MEADOWS RETIREMENT COMMUNITY LISA SOFIA 8301 ROOSEVELT BOULEVARD PHILADELPHIA PA 19152 23886488 0 X WWW.DEER-MEADOWS.ORG X 1869 PA DEDICATED TO PROVIDING QUALITY CONTINUING CARE LIVING FACILITIES AND SUPPORT SERVICES IN A CHRISTIAN ENVIRONMENT RESPECTING THE DIGNITY AND SANCTITY OF ALL INDIVIDUALS. 16 16 481 18 0 0 298150 359651 24897738 23337894 7577 2458 1045651 186485 26249116 23886488 0 0 0 0 13565529 11404420 0 0 0 13450032 13699906 27015561 25104326 -766445 -1217838 35881291 35948485 34248082 36130617 1633209 -182132 X THE MISSION OF THE BAPTIST HOME OF PHILADELPHIA D/B/A DEER MEADOWS RETIREMENT COMMUNITY IS DEDICATED TO PROVIDING QUALITY CONTINUING CARE LIVING FACILITIES AND SUPPORT SERVICES IN A CHRISTIAN ENVIRONMENT RESPECTING THE DIGNITY AND SANCTITY OF ALL INDIVIDUALS REGARDLESS OF THEIR RACE, GENDER, RELIGION, NATIONAL ORIGIN, OR CREED. 0 0 18359817 23337894 THE BAPTIST HOME OF PHILADELPHIA D/B/A DEER MEADOWS RETIREMENTCOMMUNITY ACCOMPLISHED OUR EXEMPT PURPOSE BY PROVIDING QUALITYCONTINUING CARE LIVING FACILITIES AND SUPPORT SERVICES IN ACHRISTIAN ENVIRONMENT WHICH RESPECTS THE DIGNITY AND SANCTITY OFALL INDIVIDUALS REGARDLESS OF THEIR RACE, GENDER, RELIGION,NATIONAL ORIGIN, OR CREED.DURING OUR FISCAL YEAR, THE BAPTIST HOME OF PHILADELPHIA D/B/ADEER MEADOWS RETIREMENT COMMUNITY ACCOMPLISHED PROGRAM SERVICESFOR JULY 1, 2013 TO JUNE 30, 2014 WHICH INCLUDES THE FOLLOWING:THE TOTAL AMOUNT OF UNCOMPENSATED CARE TO SENIOR RESIDENTS THROUGHOUR BENEVOLENT PROGRAM WAS $385,000.THE TOTAL AMOUNT OF UNCOMPENSATED CARE TO LOW INCOME SENIORSTHROUGH THE PA DEPARTMENT OF WELFARE, MEDICAID PROGRAM WASIN EXCESS OF $10 MILLION. 18359817 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 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 18 0 1 481 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X MANAGEMENT 2156247575 8301 ROOSEVELT BLVD PHILADELPHIA PA 19152 REV JOHN BRYANT BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER ARTUR BOARD MEMBER 1.00 X 0 0 0 FRANK E BOCKIUS CHAIR ELECT 1.00 X 0 0 0 NEAL I MERMELSTEIN BOARD MEMBER 1.00 X 0 0 0 JOANNA ROGERS MCCOURT BOARD MEMBER 1.00 X 0 0 0 LAURA LEE VISCO BOARD MEMBER 1.00 X 0 0 0 FRANK WECKENMAN BOARD MEMBER 1.00 X 0 0 0 ROBERT JACOBS BOARD MEMBER 1.00 X 0 0 0 ARLENE ANGELO BOARD MEMBER 1.00 X 0 0 0 THOMAS MORRIN SECRETARY 1.00 X X 0 0 0 REV JERRY SANDERS BOARD MEMBER 1.00 X 0 0 0 KEVIN WILLIAMS BOARD MEMBER 1.00 X 0 0 0 MARY WOMBWELL BOARD MEMBER 1.00 X 0 0 0 ANTHONY VISCO CHAIR 1.00 X X 0 0 0 EDWARD J READER PAST CHAIR 1.00 X 0 0 0 MARK P NESSEL TREASURER 1.00 X 0 0 0 LISA SOPHIA PRESIDENT 40.00 X 0 197621 0 WILLIAM ESSICK CHIEF FINANCIAL OFFICER 40.00 X 0 132206 0 0 329827 0 0 0 1 0 LAURA SOLOMON AND ASSOCIATES 121 SIBLEY AVENUE ARDMORE PA 19003 LEGAL 211894 COZEN O'CONNOR 1900 MARKET STREET PHILADELPHIA PA 19103 LEGAL 131445 REINSEL KUNTZ LESHER LLP PO BOX 8408 LANCASTER PA 17604 ACCOUNTING 103231 3 337953 21698 359651 RESIDENT HEALTHCARE REVENUE 623000 23337894 23337894 23337894 2458 2458 TV/EQUIP/PHONE/VM 623000 86261 86261 MISCELLANEOUS 623000 37050 37050 BEAUTY SHOP 623000 36338 36338 26836 26836 186485 23886488 23337894 0 188943 10268005 7509825 2758180 180975 132362 48613 955440 698791 256649 786242 575043 211199 41724 30516 11208 2403396 1756784 646612 23046 16855 6191 61630 45075 16555 935798 684425 251373 1749 1279 470 1663689 1216791 446898 660000 482712 177288 1753974 1282823 471151 1898580 1388586 509994 SUPPLIES 1671374 1222411 448963 THERAPY SERVICES 1288957 942719 346238 BAD DEBT 539431 394530 144901 OTHER G&A SERVICES 504167 368738 135429 -533851 -390448 -143403 25104326 18359817 6744509 0 651022 1284108 2845879 3172645 143614 143614 113053 199116 57394753 38223037 20753509 19171716 11374214 11977286 35881291 35948485 4507934 1757681 70333 1000 23408163 23326568 6261652 11045368 34248082 36130617 X -7844357 -10596196 7012520 7685830 2465046 2728234 1633209 -182132 35881291 35948485 X -1217838 942059 -1539562 X X 0 1 X 1 0 X 746141 490000 138765 298150 359651 2032707 24964041 26985907 25780447 24897738 23337894 125966027 25710182 27475907 25919212 25195888 23697545 127998734 0 0 0 127998734 133810 135304 49466 7577 2458 328615 133810 135304 49466 7577 2458 328615 425142 325327 467468 1045651 186485 2450073 26269134 27936538 26436146 26249116 23886488 130777422 0.97880 0.97740 0.00250 0.00290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9477566 936498 10414064 9084502 393064 9477566 9145744 -61242 9084502 7964707 1232182 51145 9145744 6785820 661223 517664 7964707 0 0 24993 24993 44336410 26243954 18092456 11944360 11287936 656424 1088990 691147 397843 19171716 RESIDENT FUNDS 200285 ESTIMATED THIRD PARTY SETTLEMENTS 19499 ACCOUNTS RECEIVABLE - OTHER 30057 RECEIVABLE FROM CHARITABLE REMAINDER TRUST 7685830 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 2728234 ASSETS WHOSE USE IS LIMITED 853193 DEFERRED FINANCING FEES 378464 DUE TO/FROM RELATED PARTIES 81724 11977286 LINE OF CREDIT 5634988 RESIDENT TRUST 200285 OTHER LIABILITIES SUBJECT TO COMPROMISE 5210095 11045368 X PART V, LINE 4: THE ORGANIZATION IS A BENEFICIARY OF CERTAIN PERPETUAL TRUSTS ADMINISTERED BY THIRD PARTIES UNDER WHICH THE ORGANIZATION HAS THE IRREVOCABLE RIGHT TO RECEIVE INCOME EARNED ON THE TRUST ASSETS IN PERPETUITY. THE ORGANIZATION IS ALSO THE BENEFICIARY OF CHARITABLE REMAINDER TRUSTS ADMINISTERED BY THIRD PARTIES UNDER WHICH A DESIGNATED BENEFICIARY IS ENTITLED TO DISTRIBUTIONS OF INCOME EARNED ON THE TRUSTS' ASSETS AND THE ORGANIZATION IS ENTITLED TO THE TRUSTS' ASSETS UPON THE DEATH OF THE BENEFICIARIES. PART X, LINE 2: THE ORGANIZATION AND FOUNDATION ARE RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND STATE INCOME TAXES UNDER THE NOT-FOR-PROFIT CORPORATION LAWS OF THE COMMONWEALTH OF PENNSYLVANIA. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. THE OBLIGATED GROUP ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD APPLIED TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSIITON UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. THE OBLIGATED GROUP HAS IDENTIFIED ITS TAX STATUS, AS A TAX-EXEMPT ENTITY, AS A TAX POSITION. THE ORGANIZATION HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. THE OBLIGATED GROUP BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2011. X X 0 0 0 0 0 0 0 0 0 LISA SOPHIA PRESIDENT 0 197621 0 0 0 0 0 0 0 0 0 197621 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS ANTHONY F VISCO AND LAURA LEE VISCO ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS AT THE GENERAL BOARD MEETING. THE BOARD MEMBERS THEN REVIEW THE DOCUMENT, AND PRESENT QUESTIONS TO THE EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR THEN ANSWERS THE QUESTIONS PRESENTED BY THE BOARD. THE BOARD THEN PASSES A MOTION THAT THE 990 HAS BEEN RECEIVED AND REVIEWED, WHICH IS ENTERED INTO THE MINUTES. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD MEMBERS AND OFFICERS ARE EXPECTED TO AVOID ACTUAL AND PERCEIVED CONFLICTS OF INTEREST. THE ETHICS AND GOVERNANCE COMMITTEE PROVIDES FOR AN ANNUAL REVIEW OF THE BOARD'S CONFLICT OF INTEREST POLICY WHICH HELPS TO CLARIFY THESE ISSUES. EACH BOARD MEMBER, ON AN ANNUAL BASIS, IS REQUIRED TO READ, DECLARE ANY POTENTIAL AND/OR ACTUAL CONFLICTS OF INTEREST, AND SIGN THE WRITTEN CONFLICT OF INTEREST DECLARATION STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMPENSATION IS DETERMINED BY AN EXECUTIVE COMPENSATION COMMITTEE APPOINTED BY THE EXECUTIVE COMMITTEE OF THE BOARD. MEMBERS OF THIS COMMITTEE ARE ALL INDEPENDENT, UNRELATED BOARD MEMBERS AND NONE SHALL BE IN A CONFLICT OF INTEREST POSITION. NEITHER THE CHIEF EXECUTIVE OFFICER NOR ANY MEMBER OF MANAGEMENT MAY SERVE ON THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. EXECUTIVE COMPENSATION SHALL BE FAIR AND EQUITABLE, BASED ON MARKET-DRIVEN STANDARDS, IN ORDER TO ATTRACT, MOTIVATE, REWARD AND RETAIN LEADERSHIP TALENT. THE ORGANIZATION'S MISSION AND VISION STATEMENTS SHALL SERVE AS FOUNDATION OF THE EXECUTIVE COMPENSATION PLANS/PACKAGE. EXECUTIVE COMPENSATION SHALL BE COMPARED TO A MARKET OF LIKE COMMUNITIES OF PERSONS SERVING IN A FUNCTIONALLY COMPARABLE POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE, UPON REQUEST, DOCUMENTS RELATING TO THE GOVERNANCE, CONFLICTS OF INTEREST AND FINANCIAL STATEMENTS TO THE PUBLIC. FINANCIAL STATEMENTS ARE ALSO SUMMARIZED IN A RESIDENT NEWSLETTER. TRUSTEES FORM 990, PART XI, LINE 9: REORGANIZATION COSTS -1,539,562. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE IN THE CURRENT YEAR REGARDING THE PROCESS OF AUDIT OVERSIGHT OR IN THE SELECTION OF INDEPENDENT ACCOUNTANTS. REASON FOR AMENDED RETURN THIS RETURN IS BEING AMENDED TO UPDATE THE LIST OF OFFICER'S NAME'S AND REPORTABLE COMPENSATION FROM RELATED ORGANIZATION. SCHEDULE J IS ALSO ATTACHED DUE TO THESE CHANGES. THE BAPTIST HOME FOUNDATION 8301 ROOSEVELT BOULEVARD PHILADELPHIA PA 19152 232927309 SUPPORT PA 501(C)(1) LINE 11B, II BHP SERVICES 1 BHP SERVICES INC 8301 ROOSEVELT BOULEVARD PHILADELPHIA PA 19152 260622238 MGMT SVCS PA 501(C)(1) LINE 9 N/A 0 LEGACY GARDENS OF BRISTOL 2022 BATH ROAD BRISTOL PA 19007 261388253 SENIOR HOUSING PA BHP SERVICES C 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 THE BAPTIST HOME FOUNDATION C 337953 FMV BHP SERVICES M 660000 FMV