2015-11-16T07:19:52-06:00 2014-12-31 410746749 CLIFTONLARSONALLEN LLP 610 W GERMANTOWN PIKE STE 400 PLYMOUTH MEETING PA 19462 990 2014-01-01 232948991 SIMPSON SENIOR SERVICES SIMP 6106600112 150 MONUMENT ROAD NO 105 BALA CYNWYD PA 19004 BONNIE CHANDLER INTERIM CFO 6106600112 2015-11-09 1 JAMES D WATSON P01450300 2156433900 2014 2016-02-25 16:41:14Z BONNIE CHANDLER 150 MONUMENT ROAD NO 105 BALA CYNWYD PA 19004 2617139 0 X WWW.SIMPSONSENIOR.ORG X 1998 PA MANAGING AFFILIATES THAT PROVIDE RESIDENCE AND NURSING CARE FOR THE ELDERLY. 10 9 22 10 0 0 50 2850 2383088 2614289 0 0 0 0 2383138 2617139 1200 709 0 0 1398801 1472081 0 0 139610 990415 1033549 2390416 2506339 -7278 110800 505305 719723 5740876 5842796 -5235571 -5123073 X SIMPSON SENIOR SERVICES IS DEDICATED TO MEETING THE NEEDS OF AN AGING COMMUNITY. THROUGH CAREFUL OVERSIGHT, THIS ORGANIZATION WILL ASSURE THAT EACH OF ITS COMMUNITIES STRIVES TO DELIVER THE HIGHEST QUALITY OF SERVICES WITH A SENSE OF WARMTH, FRIENDLINESS, INDIVIDUAL PRIDE AND INTEGRITY. WE ARE COMMITTED TO A SYSTEM-WIDE OPERATION THAT OFFERS ALL RESIDENTS AND STAFF OPPORTUNITIES FOR PERSONAL GROWTH AND SPIRITUAL ENRICHMENT. 0 0 2189315 709 2614289 SIMPSON SENIOR SERVICES IS A NONPROFIT ORGANIZATION WHICH DEVELOPS AND MANAGES CAMPUS COMMUNITIES FOR SENIOR ADULTS. ON AN EQUAL OPPORTUNITY BASIS, EACH COMMUNITY STRIVES TO DELIVER THE HIGHEST QUALITY OF SERVICE WITH A SENSE OF WARMTH, FRIENDLINESS, INDIVIDUAL PRIDE AND INTEGRITY. THE COMMUNITIES INCLUDE: SIMPSON HOUSE, SIMPSON MEADOWS, JENNER'S POND, SIMPSON MID-TOWN AND SIMPSON GARDENS. ACCOMMODATIONS AND CARE VARY DEPENDING UPON THE CAMPUS AND MAY INCLUDE INDEPENDENT LIVING COTTAGES AND APARTMENTS, PERSONAL CARE, SKILLED NURSING AS WELL AS SUBSIDIZED HOUSING FOR MODERATE TO LOW-INCOME SENIORS. AVAILABLE SERVICES ALSO VARY DEPENDING UPON THE CAMPUS AND MAY INCLUDE DINING SERVICES, HOUSEKEEPING, LAUNDRY, TRANSPORTATION AS WELL AS ACTIVITIES SUCH AS: EXERCISE CLASSES, MUSICAL PROGRAMS AND PERFORMANCES, DAY AND OVERNIGHT TRIPS, HEALTH AND WELLNESS PROGRAMS AND HAND ARTS. THE COMMUNITIES AND CAMPUSES OF SIMPSON SENIOR SERVICES ARE COMMITTED TO THE BETTERMENT OF RESIDENTS, STAFF AND THE COMMUNITIES AT LARGE AND OFFER RESIDENTS AND STAFF OPPORTUNITIES FOR PERSONAL GROWTH AND SPIRITUAL ENRICHMENT. EACH CAMPUS BENEFITS FROM THE COMMITMENT AND SERVICE OF COMMUNITY AND RESIDENT VOLUNTEERS. THE COMMUNITIES STRIVE TO PROVIDE SERVICES AND CARE TO RESIDENTS EVEN IF THEY OUTLIVE THEIR FINANCIAL RESOURCES. THE COMMUNITIES OFFER TUITION ASSISTANCE TO ELIGIBLE EMPLOYEES IN SUPPORT OF CONTINUING EDUCATION, PROVIDE WORK SITES FOR CLINICAL AND HAND-ON EDUCATION AND TRAINING, MAKE SPACE AVAILABLE FOR COMMUNITY ORGANIZATIONS AND GROUPS, PROMOTE STAFF AND RESIDENT VOLUNTEERISM IN THE COMMUNITY, AND MAKE CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS. 2189315 1 0 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 22 1 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X BONNIE CHANDLER 6106600112 150 MONUMENT ROAD STE 105 BALA CYNWYD PA 19004 KIM WILLIAMS PRESIDENT/CEO 34.00 6.00 X X 283466 0 57795 JORDAN M KENDALL IMMEDIATE PAST CHAIR 1.00 6.00 X X 0 0 0 RHONDA KARP CHAIR 1.00 6.00 X X 0 0 0 MARY ANN HOFFMAN VICE CHAIR 1.00 6.00 X X 0 0 0 DANIEL J KELLEY PART YEAR SECRETARY 1.00 6.00 X X 0 0 0 ALVIN KINGCADE TREASURER 1.00 6.00 X X 0 0 0 REV JAMES D ANDERMAN DIRECTOR 1.00 6.00 X 0 0 0 WILLIAM S BREMNER DIRECTOR 1.00 6.00 X 0 0 0 JANIS MOORE CAMPBELL DIRECTOR 1.00 6.00 X 0 0 0 REV DR ANITA POWELL DIRECTOR 1.00 6.00 X 0 0 0 FIRAS SAIDI MD DIRECTOR 1.00 6.00 X 0 0 0 JAMES KONISZEWSKI CFO 34.00 6.00 X 212488 0 21560 TONI MCCLAY COO 34.00 6.00 X 139849 0 17700 ROBERTA HEALEY VP PHILANTHROPY 40.00 0.00 X 139150 0 15106 BONNIE CHANDLER CORPORATE CONTROLLER 40.00 0.00 X 102815 0 11345 877768 0 123506 5 0 1 0 CROSSROADS TECHNOLOGIES PO BOX 6528 WYOMISSING PA 19610 IT SERVICES 300418 MONUMENT KPG III LLC PO BOX 173844 CINCINATTI OH 45271 LANDLORD 141442 ADP INC PO BOX 9001006 LOUISVILLE KY 40290 PAYROLL SERVICES 139702 3 2850 2850 MANAGEMENT FEES 561000 2614289 2614289 2614289 2617139 2614289 0 0 709 709 877768 877768 394154 182665 97708 113781 11628 10798 383 447 111649 90982 9548 11119 76882 61189 7250 8443 15954 15954 35866 35866 2286 2286 152835 152835 18489 18489 524715 479698 39197 5820 136220 136220 23193 21171 2022 4339 4031 308 15134 15134 59923 59923 6816 6816 BOARD EXPENSE 22074 22074 SPECIAL EVENTS 2509 2509 MAINTENANCE & REPAIR OF 620 620 12576 12576 2506339 2189315 177414 139610 13864 15397 278207 369380 11414 23798 886283 647415 146524 238868 47349 64333 7947 7947 505305 719723 327710 487482 375824 366324 5037342 4988990 5740876 5842796 X -5235571 -5123073 -5235571 -5123073 505305 719723 110800 1698 0 X 0 1 X 1 0 X X 6 SIMPSON HOUSEINC 231352227 9 1 0 0 SIMPSON MEADOWS 232948992 9 1 0 0 SIMPSON GLEN 232960640 9 1 0 0 THIRD CENTURY SERVICES 232948457 9 1 0 0 SIMPSON MID-TOWN 233089337 9 1 0 0 JENNER'S POND INC 231548106 9 1 0 0 6 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X 1 1 PART IV, SECTION E, LINE 3A: SIMPSON SENIOR SERVICES IS THE SOLE MEMBER OF EACH CAMPUS BOARD WITH CERTAIN RESERVE POWERS, IT CAN ELECT AND/OR REMOVE ALL MEMBERS OF EACH CAMPUS BOARD. PART IV, SECTION E, LINE 3B: THE SIMPSON SENIOR SERVICES BOARD APPROVED STRATEGIC PLAN GUIDES AND DIRECTS THE WORK OF EACH AFFILIATE. ALL ANNUAL PLANS ARE DEVELOPED AND REVIEWED BY THE SIMPSON SENIOR SERVICES CHIEF OPERATING OFFICER TO ENSURE CONSISTENCY WITH THE BOARD APPROVED STRATEGIC PLAN. EACH AFFILIATE PREPARES ANNUAL OPERATING BUDGETS WHICH ARE REVIEWED AND APPROVED BY THE SIMPSON SENIOR SERVICES CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER PRIOR TO REVIEW AND APPROVAL BY THE SIMPSON SENIOR SERVICES BOARD OF DIRECTORS. 39335 14993 24342 846948 632422 214526 238868 DUE TO RELATED PARTIES 4988990 4988990 X 2618837 1698 1698 2617139 0 2617139 2506339 0 2506339 0 2506339 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2011 TO 2013 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X X X 0 1 0 0 0 0 0 0 0 KIM WILLIAMS PRESIDENT/CEO 266371 0 12750 0 4345 0 37500 0 20295 0 341261 0 0 0 JAMES KONISZEWSKI CFO 207853 0 0 0 4635 0 12313 0 9247 0 234048 0 0 0 TONI MCCLAY COO 139849 0 0 0 0 0 8759 0 8941 0 157549 0 0 0 ROBERTA HEALEY VP PHILANTHROPY 139150 0 0 0 0 0 5859 0 9247 0 154256 0 0 0 PART I, LINE 4B KIM WILLIAMS (CEO)- $15,000 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER. ONCE APPROVED, THE FORM 990 IS SENT TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR REVIEW AND APPROVAL. THE PRESIDENT AND THE CHIEF EXECUTIVE OFFICER WILL THEN FORWARD A COPY OF THE FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND MEMBERS OF THE BOARD ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. ALL SIGNIFICANT NEW CONTRACTS ARE SUBJECT TO BOARD APPROVAL. ONGOING CONTRACTS ARE REVIEWED FOR ANY KNOWN POTENTIAL CONFLICT OF INTEREST. IF A CONFLICT ARISES, LEVEL AT WHICH THE DETERMINATION OF A CONFLICT OF INTEREST EXISTS IS DETERMINED AT THE BOARD LEVEL. CONFLICTS OF INTERESTS ARE REVIEWED AT THE BOARD LEVEL. ANY INDIVIDUAL WITH A CONFLICT OF INTEREST IS ABSTAINED FROM BOARD DISCUSSIONS AND DECISIONS WHERE ANY CONFLICT WOULD BE PRESENT. FORM 990, PART VI, SECTION B, LINE 15 A SUB-COMMITTEE OF THE BOARD OF DIRECTORS WHICH IS APPOINTED BY THE BOARD CHAIR HAS THE SPECIFIC DUTY OF ANNUALLY EVALUATING THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION, INCLUDING DETERMINING HIS ANNUAL COMPENSATION. A COMPETENT SALARY SURVEY IS USED TO BENCHMARK COMPENSATION FOR THE POSITION UTILIZING PANPHA, AAHSA AND CEMO SALARY SURVEYS AND OTHER STUDIES. IN ADDITION, THE GUIDE STAR WEBSITE IS UTILIZED TO RESEARCH THE SALARY OF SIMILAR POSITIONS AT SIMILAR SIZED ORGANIZATIONS IN THE LOCAL MARKET AREA. THE CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND THE EXECUTIVE DIRECTORS SALARIES OF EACH COMMUNITY ARE DETERMINED BY THE PRESIDENT & CEO OF SSS ON AN ANNUAL BASIS. THE PRESIDENT & CEO REVIEWS THE ANNUAL PERFORMANCE OF THESE INDIVIDUALS RELATIVE TO THEIR POSITION DESCRIPTIONS. THE OPERATING BUDGETS, INCLUDING SALARY INCREASES, OF EACH COMMUNITY ARE PRESENTED TO THE BOARD FOR THEIR APPROVAL ON AN ANNUAL BASIS. THIS PROCESS WAS LAST UNDERTAKEN IN 2012. 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. SIMPSON RETIREMENT COMMUNITIES LLC 150 MONUMENT ROAD BALA CYNWYD PA 19004 454718638 TO SUPPORT FACILITIES THAT CARE OF THE ELDERLY PA 0 SIMPSON SENIOR SERVICES SIMPSON MANAGEMENT SERVICES LLC 150 MONUMENT ROAD BALA CYNWYD PA 19004 454718718 TO SUPPORT FACILITIES THAT CARE OF THE ELDERLY PA 0 SIMPSON SENIOR SERVICES SIMPSON SENIOR HOUSING AND COMMUNITY SERVICES LLC 150 MONUMENT ROAD BALA CYNWYD PA 19004 454718761 TO SUPPORT FACILITIES THAT CARE OF THE ELDERLY PA 0 SIMPSON SENIOR SERVICES SIMPSON HOUSE 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 231352227 CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 SIMPSON MEADOWS 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232948992 CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 JENNER'S POND 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 231548106 CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 THIRD CENTURY SERVICES 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232948457 PROVIDES SUPPORTIVE SERVICES TO FACILITIES PROVIDING CARE TO THE ELDERLY PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 SIMPSON GLEN 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232960640 CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 SIMSPON MID-TOWN 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 233089337 PROVIDES HOUSING FOR ELDERLY, LOW INCOME RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 SIMPSON HOUSE FOUNDATION 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232320545 RECEIVE AND ADMINISTER FUNDS FOR CHARITABLE WORKS OF SIMPSON HOUSE, INC. PA 501(C)3 11B SIMPSON SENIOR SERVICES 1 NARBERTH ADULT CARE SERVICES 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232948458 PROVIDE ADULT DAY CARE SERVICES AND HEALTHCARE TO THE ELDERLY PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 SIMPSON FOUNDATION 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 454731794 CHARITABLE, LITERACY, SCIENTIFIC, RELIGIOUS & EDUC. PURPOSES FOR THE ELDERLY PA 501(C)3 11 SIMPSON SENIOR SERVICES 1 SIMPSON GARDENS LP 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 412069202 ECONOMIC DEVELOPMENT OF LOW INCOME HOUSING PA SIMPSON SENIOR SERVICES 496244 3755746 0 1 1.00000 SIMPSON GARDENS HOUSING CORP 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 412069201 ECONOMIC DEVELOPMENT OF LOW INCOME HOUSING PA SIMPSON SENIOR SERVICES C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 SIMPSON HOUSE INC L 972739 FMV SIMPSON MEADOWS L 330629 FMV JENNER'S POND INC L 1101948 FMV