BAPTIST HOME OF PHILADELPHIA: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BAPTIST HOME OF PHILADELPHIA (EIN 23-0384330)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201531349349303193
- Schema version
- 2013v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T11:25:27-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311543240 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ MHM LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 PLYMOUTH ROAD SUITE 200 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 230384330 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BAPTIST HOME OF PHILADELPHIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BAPT | BusinessNameControlTxt |
| Phone | 2156247575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8301 ROOSEVELT BOULEVARD | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19152 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LISA SOFIA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2156247575 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH G SULLIVAN | PreparerPersonNm |
| PTIN | P00360476 | PTIN |
| Phone | 6108622249 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DEER MEADOWS RETIREMENT COMMUNITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LISA SOFIA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8301 ROOSEVELT BOULEVARD | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,886,488 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DEER-MEADOWS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1869 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | DEDICATED TO PROVIDING QUALITY CONTINUING CARE LIVING FACILITIES AND SUPPORT SERVICES IN A CHRISTIAN ENVIRONMENT RESPECTING THE DIGNITY AND SANCTITY OF ALL INDIVIDUALS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 481 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $298,150 | PYContributionsGrantsAmt |
| CY Contributions Grants | $359,651 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,897,738 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,337,894 | CYProgramServiceRevenueAmt |
| PY Investment Income | $7,577 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,458 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,045,651 | PYOtherRevenueAmt |
| CY Other Revenue | $186,485 | CYOtherRevenueAmt |
| PY Total Revenue | $26,249,116 | PYTotalRevenueAmt |
| CY Total Revenue | $23,886,488 | 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 | $13,565,529 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,404,420 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,450,032 | PYOtherExpensesAmt |
| CY Other Expenses | $13,699,906 | CYOtherExpensesAmt |
| PY Total Expenses | $27,015,561 | PYTotalExpensesAmt |
| CY Total Expenses | $25,104,326 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$766,445 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,217,838 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,881,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $35,948,485 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,248,082 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $36,130,617 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,633,209 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$182,132 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,359,817 | ExpenseAmt |
| Revenue | $23,337,894 | RevenueAmt |
| Desc | 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. | Desc |
| Total Program Service Expenses | $18,359,817 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | 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 | 0 | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 481 | 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 |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | 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 | MANAGEMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156247575 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8301 ROOSEVELT BLVD | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19152 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| REV JOHN BRYANT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER ARTUR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK E BOCKIUS | ||||||
| CHAIR ELECT | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEAL I MERMELSTEIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOANNA ROGERS MCCOURT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LAURA LEE VISCO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK WECKENMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT JACOBS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ARLENE ANGELO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS MORRIN | ||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REV JERRY SANDERS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN WILLIAMS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY WOMBWELL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANTHONY VISCO | ||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| EDWARD J READER | ||||||
| PAST CHAIR | 1.00 | $0 | $0 | $0 | Yes (X) | |
| MARK P NESSEL | ||||||
| TREASURER | 1.00 | $0 | $0 | $0 | Yes (X) | |
| LISA SOPHIA | ||||||
| PRESIDENT | 40.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LAURA SOLOMON AND ASSOCIATES | |||||
| 121 SIBLEY AVENUE | ARDMORE | PA | 19003 | LEGAL | $211,894 |
| COZEN O'CONNOR | |||||
| 1900 MARKET STREET | PHILADELPHIA | PA | 19103 | LEGAL | $131,445 |
| REINSEL KUNTZ LESHER LLP | |||||
| PO BOX 8408 | LANCASTER | PA | 17604 | ACCOUNTING | $103,231 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $337,953 | RelatedOrganizationsAmt |
| All Other Contributions | $21,698 | AllOtherContributionsAmt |
| Total Contributions | $359,651 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT HEALTHCARE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $23,337,894 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,337,894 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,337,894 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,458 | TotalRevenueColumnAmt |
| Exclusion | $2,458 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| TV/EQUIP/PHONE/VM | 623000 | $86,261 | $86,261 |
| MISCELLANEOUS | 623000 | $37,050 | $37,050 |
| BEAUTY SHOP | 623000 | $36,338 | $36,338 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,836 | TotalRevenueColumnAmt |
| Exclusion | $26,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $186,485 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,886,488 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,337,894 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $188,943 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,268,005 | TotalAmt |
| Program Services | $7,509,825 | ProgramServicesAmt |
| Management And General | $2,758,180 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,975 | TotalAmt |
| Program Services | $132,362 | ProgramServicesAmt |
| Management And General | $48,613 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $955,440 | TotalAmt |
| Program Services | $698,791 | ProgramServicesAmt |
| Management And General | $256,649 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,242 | TotalAmt |
| Program Services | $575,043 | ProgramServicesAmt |
| Management And General | $211,199 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,724 | TotalAmt |
| Program Services | $30,516 | ProgramServicesAmt |
| Management And General | $11,208 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,403,396 | TotalAmt |
| Program Services | $1,756,784 | ProgramServicesAmt |
| Management And General | $646,612 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,046 | TotalAmt |
| Program Services | $16,855 | ProgramServicesAmt |
| Management And General | $6,191 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,630 | TotalAmt |
| Program Services | $45,075 | ProgramServicesAmt |
| Management And General | $16,555 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $935,798 | TotalAmt |
| Program Services | $684,425 | ProgramServicesAmt |
| Management And General | $251,373 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,749 | TotalAmt |
| Program Services | $1,279 | ProgramServicesAmt |
| Management And General | $470 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,663,689 | TotalAmt |
| Program Services | $1,216,791 | ProgramServicesAmt |
| Management And General | $446,898 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $660,000 | TotalAmt |
| Program Services | $482,712 | ProgramServicesAmt |
| Management And General | $177,288 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,753,974 | TotalAmt |
| Program Services | $1,282,823 | ProgramServicesAmt |
| Management And General | $471,151 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,898,580 | TotalAmt |
| Program Services | $1,388,586 | ProgramServicesAmt |
| Management And General | $509,994 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $1,671,374 | $1,222,411 | $448,963 |
| THERAPY SERVICES | $1,288,957 | $942,719 | $346,238 |
| BAD DEBT | $539,431 | $394,530 | $144,901 |
| OTHER G&A SERVICES | $504,167 | $368,738 | $135,429 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$533,851 | TotalAmt |
| Program Services | -$390,448 | ProgramServicesAmt |
| Management And General | -$143,403 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,104,326 | TotalAmt |
| Program Services | $18,359,817 | ProgramServicesAmt |
| Management And General | $6,744,509 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,022 | BOYAmt |
| EOY | $1,284,108 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,845,879 | BOYAmt |
| EOY | $3,172,645 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,614 | BOYAmt |
| EOY | $143,614 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,053 | BOYAmt |
| EOY | $199,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $57,394,753 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $38,223,037 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,753,509 | BOYAmt |
| EOY | $19,171,716 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,374,214 | BOYAmt |
| EOY | $11,977,286 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,881,291 | BOYAmt |
| EOY | $35,948,485 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,507,934 | BOYAmt |
| EOY | $1,757,681 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,333 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,408,163 | BOYAmt |
| EOY | $23,326,568 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,261,652 | BOYAmt |
| EOY | $11,045,368 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,248,082 | BOYAmt |
| EOY | $36,130,617 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$7,844,357 | BOYAmt |
| EOY | -$10,596,196 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,012,520 | BOYAmt |
| EOY | $7,685,830 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,465,046 | BOYAmt |
| EOY | $2,728,234 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,633,209 | BOYAmt |
| EOY | -$182,132 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,881,291 | BOYAmt |
| EOY | $35,948,485 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,217,838 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $942,059 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,539,562 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $746,141 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $490,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $138,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $298,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $359,651 | CurrentTaxYearAmt |
| Total | $2,032,707 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,964,041 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,985,907 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,780,447 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $24,897,738 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,337,894 | CurrentTaxYearAmt |
| Total | $125,966,027 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,710,182 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,475,907 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,919,212 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,195,888 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,697,545 | CurrentTaxYearAmt |
| Total | $127,998,734 | 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 | $127,998,734 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,458 | CurrentTaxYearAmt |
| Total | $328,615 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $133,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $135,304 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,466 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,458 | CurrentTaxYearAmt |
| Total | $328,615 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $425,142 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $325,327 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $467,468 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,045,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $186,485 | CurrentTaxYearAmt |
| Total | $2,450,073 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,269,134 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,936,538 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,436,146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,249,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,886,488 | CurrentTaxYearAmt |
| Total | $130,777,422 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97880 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97740 | PublicSupportPY509Pct |
| Investment Income CY | 0.00250 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00290 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,477,566 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $936,498 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $10,414,064 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,084,502 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $393,064 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,477,566 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,145,744 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$61,242 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $9,084,502 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,964,707 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,232,182 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $51,145 | OtherExpendituresAmt |
| End Year Balance | $9,145,744 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,785,820 | BeginningYearBalanceAmt |
| Contributions | $661,223 | ContributionsAmt |
| Investment Earnings Or Losses | $517,664 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $7,964,707 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,993 | OtherCostOrOtherBasisAmt |
| Book Value | $24,993 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,336,410 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,243,954 | DepreciationAmt |
| Book Value | $18,092,456 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,944,360 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,287,936 | DepreciationAmt |
| Book Value | $656,424 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,088,990 | OtherCostOrOtherBasisAmt |
| Depreciation | $691,147 | DepreciationAmt |
| Book Value | $397,843 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,171,716 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RESIDENT FUNDS | $200,285 |
| ESTIMATED THIRD PARTY SETTLEMENTS | $19,499 |
| ACCOUNTS RECEIVABLE - OTHER | $30,057 |
| RECEIVABLE FROM CHARITABLE REMAINDER TRUST | $7,685,830 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $2,728,234 |
| ASSETS WHOSE USE IS LIMITED | $853,193 |
| DEFERRED FINANCING FEES | $378,464 |
| DUE TO/FROM RELATED PARTIES | $81,724 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,977,286 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| LINE OF CREDIT | $5,634,988 |
| RESIDENT TRUST | $200,285 |
| OTHER LIABILITIES SUBJECT TO COMPROMISE | $5,210,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $11,045,368 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THE BAPTIST HOME FOUNDATION | |||||||||||
| 8301 ROOSEVELT BOULEVARD | PHILADELPHIA | PA | 19152 | 232927309 | SUPPORT | PA | 501(C)(1) | LINE 11B, II | BHP SERVICES | Yes (1) | |
| BHP SERVICES INC | |||||||||||
| 8301 ROOSEVELT BOULEVARD | PHILADELPHIA | PA | 19152 | 260622238 | MGMT SVCS | PA | 501(C)(1) | LINE 9 | 0 | N/A | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEGACY GARDENS OF BRISTOL | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2022 BATH ROAD | AddressLine1 |
| City | BRISTOL | City |
| State | PA | State |
| ZIP Code | 19007 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261388253 | EIN |
| Primary Activities | SENIOR HOUSING | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHP SERVICES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | 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 (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE BAPTIST HOME FOUNDATION | ||
| C | $337,953 | FMV |
| BHP SERVICES | ||
| M | $660,000 | FMV |
Comments