2015-07-27T08:32:38-07:00 2014-12-31 990 2014-01-01 231381404 PHI PHI 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 170198522 Jeffrey Davis Senior Vice-President/CFO 7175028840 2015-07-15 2014 2016-02-25 16:41:14Z Presbyterian Senior Living Stephen Proctor One Trinity Drive East Suite 201 Dillsburg PA 170198522 18922498 0 3292 X www.presbyterianseniorliving.org X 1997 PA To offer Christian understanding, compassion and a sense of belonging to promote wholeness of body, mind and spirit. 16 16 13 0 43260 512 1110169 444655 17234859 17948059 760529 510918 0 0 19105557 18903632 0 0 0 0 13136748 12555779 0 74394 1040330 13095676 6338102 26232424 18968275 -7126867 -64643 29446725 31250720 46121002 49602947 -16674277 -18352227 Provide management support services for affiliates, which include nursing homes, assisted living facilities, continuing care retirement communities and low income housing facilities, allowing them to focus on quality of care for the residents. These management services include intercompany loans and fundraising expenses for its subsidiaries. (63 subsidiaries) 0 0 17548795 0 18415717 The organization considers its primary program to be general and administrative in nature. PHI d.b.a. Presbyterian Senior Living provides management support services for nursing homes, assisted living facilities, continuing care retirement communities, and low income housing facilities. These management services include fundraising for the subsidiaries. 0 0 0 17548795 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 84 0 1 13 1 1 1 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 1 1 PA X Jeffrey J Davis 7175028840 One Trinity Drive East Suite 201 Dillsburg PA 17019 Ann Fedorchak Chair 1 4 X X 0 0 0 Thomas Beaver III Vice Chair 1 4 X X 0 0 0 Anne Drennan Board Member 1 4 X 0 0 0 John Fargnoli Board Member 1 4 X 0 0 0 George Glen Board member 1 4 X 0 0 0 Alf Halvorson Board Member 1 4 X 0 0 0 Robert A Hormell Board Member 1 4 X 0 0 0 Sharon Kelly Board Member 1 4 X 0 0 0 LeRoy Maxwell Board Member 1 4 X 0 0 0 Susan McCarter Board Member 1 4 X 0 0 0 Philip Miller Board Member 1 4 X 0 0 0 Thomas Paisley Board Member 1 4 X 0 0 0 Carol Parham Board Member 1 4 X 0 0 0 Kathy Pearson Board Member 1 4 X 0 0 0 Susan Weiss Board Member 1 4 X 0 0 0 David Wolff Board Member 1 4 X 0 0 0 Stephen Proctor President and Chief Executive Officer 0 40 X X 486246 0 22325 MaryAnne Adamczyk Assistant Secretary/Sr. VP Corp Relations 0 40 X X 390773 0 13965 Jeffrey J Davis Treasurer/Senior VP and Chief Financial Officer 0 40 X X 308457 0 21725 Donna Casner Assistant Treasurer/VP & Controller 0 40 X X 199399 0 11585 Nancy Deibler Board Secretary/Executive Administrative Assistant 0 40 X 60870 0 8063 James Bernardo Chief Operating Officer 0 40 X 312690 0 9527 Dan Davis Jr VP of Operations 0 40 X 187185 0 17578 Diane Burfiendt VP of Ops/Housing with Services 0 40 X 179405 0 21416 Victoria Hess VP Of Census Development 0 40 X 183108 0 5990 Laurel Shaffer VP Missions Support 0 40 X 126371 0 12517 Mary Ann Poling Executive Director 0 40 X 154790 0 10790 Deborah Barefoot Executive Director 0 40 X 151107 0 13932 Debra Larkin Executive Director 0 40 X 139263 0 4673 Teresa Buchman Director of Clinical Services 0 40 X 138362 0 4884 Brian Parks Executive Director 0 40 X 136813 0 17760 3154839 0 196730 31 0 1 0 Chester C Snavely PO Box 0888 Camp Hill PA 17001 Property Management-Rent 732357 McNees Wallace & Nurick PO Box 1166 Harrisburg PA 17108 Legal Services 281416 Rothschild Doyno Collaborative 2847 Penn Ave Pittsburg PA 15222 Architects 256464 Newcomer Associates Inc 1105 Sheller Ave Chambersburg PA 17201 Architects 176740 William Koons 10 Glendale Drive Mechanicsburg PA 17055 Consultant 146363 10 0 0 0 0 0 444655 4800 444655 Management Fee Income 561000 17598059 17554799 43260 0 Developer's fee income 531390 350000 350000 0 0 17948059 529784 529784 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 18866 0 -18866 -18866 -18866 0 0 0 0 18903632 18415717 43260 0 0 0 0 0 0 0 0 0 3154839 2999900 57690 97249 0 0 0 0 7049623 6372295 122544 554784 217743 212104 4079 1560 1458316 1419783 27304 11229 675258 621168 11945 42145 0 0 0 0 886877 870143 16734 0 375795 368705 7090 0 0 0 0 0 74394 74394 0 0 0 0 1316877 1269614 24416 22847 130397 82866 0 47531 1267031 1125566 21646 119819 2108780 2068992 39788 0 0 0 0 0 869842 841163 16176 12503 48224 47314 910 0 0 0 0 0 432227 370100 7117 55010 186459 182741 3514 204 -2358716 -2358716 0 0 888418 870703 16744 971 77094 75557 1453 84 Contribution expense 108797 108797 0 0 18968275 17548795 379150 1040330 400 2300 3779 1150 1000 3808 0 76569 0 0 0 0 23441575 25924473 0 0 596609 574403 6787306 3303029 4138844 3484277 852525 485633 0 0 0 0 0 0 411993 698107 29446725 31250720 2596990 2734515 0 0 0 0 0 0 0 0 0 0 4634081 4805430 481569 1225180 38408362 40837822 46121002 49602947 X -16844679 -18625325 21270 36806 149132 236292 -16674277 -18352227 29446725 31250720 X -64643 -335318 0 0 0 -1277989 X 0 1 X 1 0 X 327229 372953 669147 1110168 444655 2924152 15188627 15739751 17761241 17234859 17948059 83872537 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15515856 16112704 18430388 18345027 18392714 86796689 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 86796689 363538 310152 405430 760529 529784 2369433 0 0 0 0 0 0 363538 310152 405430 760529 529784 2369433 0 0 0 0 0 0 0 0 0 0 0 0 15879394 16422856 18835818 19105556 18922498 89166122 0.97343 0.97438 0.02657 0.02562 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 189640 189640 0 0 0 0 0 523554 290420 233134 0 4239461 3012609 1226852 0 1834651 0 1834651 3484277 0 Capital lease obligations 43061 Annuities payable 477741 Due from affiliates 40317020 40837822 X Schedule D, Part X, Line 2 The Corporation follows the Financial Accounting Standards Board (FASB) accounting standard for accounting for uncertainty in income taxes. This standard clarifies the accounting for uncertainty in income taxes in a company's consolidated financial statements and prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. The standard also provides guidance on derecognition, classification, interest and penalties, and disclosure. Management has determined that this standard does not have a material impact on the consolidated financial statements. X X X X X 1 Jeffrey Byrne and Associates 4042 Central Kansas City MO 64111 Assisted with planned giving program 0 0 74394 -74394 0 74394 -74394 PA 1 GEDCO 1010 East 33rd Street Baltimore MD 21218 521767577 50000 0 General purposes for providing affordable housing, supportive services, and emergency assistance to community residents. 1 0 Schedule I, Part I, Line 2 Gifts to GEDCO are for general purposes. PHI regularly obtains GEDCO's financial statements, form 990, and other related information to assure gifts were used as needed. X X X 0 0 0 1 1 1 1 0 0 Stephen Proctor President and Chief Executive Officer 445245 0 36550 0 4451 0 7800 0 14525 0 508571 0 0 0 Jeffrey J Davis Treasurer/Senior VP and Chief Financial Officer 268671 0 21769 0 18017 0 7800 0 13925 0 330182 0 13438 0 MaryAnne Adamczyk Assistant Secretary/Sr. VP Corp Relations 231692 0 18505 0 140576 0 7017 0 6948 0 404738 0 135875 0 James Bernardo Chief Operating Officer 285446 0 22619 0 4625 0 7800 0 1727 0 322217 0 0 0 Donna Casner Assistant Treasurer/VP & Controller 165742 0 33313 0 344 0 5038 0 6547 0 210984 0 0 0 Dan Davis Jr VP of Operations 172306 0 13770 0 1109 0 5345 0 12233 0 204763 0 0 0 Diane Burfiendt VP of Ops/Housing with Services 164733 0 13479 0 1193 0 5160 0 16256 0 200821 0 0 0 Victoria Hess VP Of Census Development 165977 0 12827 0 4304 0 4979 0 1011 0 189098 0 0 0 Mary Ann Poling Executive Director 143780 0 10342 0 668 0 4379 0 6411 0 165580 0 0 0 Deborah Barefoot Executive Director 145790 0 3336 0 1981 0 4491 0 9441 0 165039 0 0 0 Brian Parks Executive Director 127168 0 9375 0 270 0 4115 0 13645 0 154573 0 0 0 Schedule J, Part I, Line 3 Every year, the salary of the CEO is determined based on comparative data from Leading Age's sponsored salary survey called CEMO Leadership Compensation Survey. The recommended salary is then approved by the Board of Directors. Schedule J, Part I, Line 5 Executive staff is given an incentive plan based on financial goals, growth and development goals, as well as, quality and resident and employee satisfaction goals. These goals need to be met not only at the corporate level, but also at a percentage of the related organizations. Presbyterian Senior Living must meet operating margin targets which exceed plan in total at both the corporate and at a majority of the facilities. Schedule J, Part I, Line 6 Executive staff is given an incentive plan based on financial goals, growth and development goals, as well as, quality and resident and employee satisfaction goals. These goals need to be met not only at the corporate level, but also at a percentage of the related organizations. Presbyterian Senior Living must meet operating margin targets which exceed plan in total at both the corporate and at a majority of the facilities. Robert Hormell PSL board member and First National Bank board member 1908245 Repayment of loan by PSL subsidiary to First National Bank 0 David Wolff PSL board member and VP of Kressler, Wolff and Miller, Inc. 40000 Consulting services provided by Kressler, Wolff and Miller, Inc. Kressler, Wolff and Miller also provided insurance policies for PSL for life insurance, and short-term and long-term disability insurance, but David does not earn commission on any of these policies. 0 Stephen Proctor CEO of PHI and Chair of Forgotten Voices International 12000 PHI leases building to Forgotten Voices for $0. Market value of space is $12,000 0 Form 990, Part VI, Section B, Line 11b A copy of the 990 was provided to the organization's audit committee prior to the submission. It was reviewed in detail prior to the audit committee meeting by the Chief Financial Officer and other top executives. Form 990, Part VI, Section B, Line 12c The compliance department annually reviews the conflict of interest disclosures remitted from the officers, directors and key employees to update and monitor any changes that could cause a potential conflict of interest. Form 990, Part VI, Section B, Line 15 Every year, salaries for executives are determined based on comparative data from Leading Age's sponsored salary survey called CEMO Leadership Compensation Survey. These salaries are then approved by the Board of Directors. For highest paid employees, salaries are set during the yearly budgeting process by the executive directors of each facility in conjunction with the Controller and Chief Financial Officer. These wages are also compared to market studies and are approved, in total, by the board. Form 990, Part VI, Section C, Line 19 Presbyterian Senior Living and all of its affiliates are working hard to promote transparency. Therefore, current month/quarterly financial statements are posted right on the PSL website, along with census and year end audits. Its governing documents and conflict of interest policy are made available to the public upon request. Form 990, Part XI, Line 9 Loss on abandoned project ($1,352,302), equity received from limited tax partner $77,028 and transfer to related party ($2,715). Glen Meadows Foundation Inc 11630 Glen Arm Road Glen Arm MD 21057 521990463 Fundraising for Glen Meadows Retirement Community PA 501(c)(3) 7 PHI dba Presbyerian Senior Living 0 The Long Home One Trinity Drive East Suite 201 Dillsburg PA 17019 231352360 Private Foundation of The Long Community PA 501(c)(3) PF PHI dba Presbyterian Senior Living 0 PHI Presbyterian Homes Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 232941518 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Glen Meadows Retirement Community 11630 Glen Arm Road Glen Arm MD 21057 522119125 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI everyday LIFE 2045 Westgate Drive Suite 100 Bethlehem PA 180177487 364599810 LIFE program PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI PHI Investment Management Services Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 743247363 Investment Services PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI The Long Community 200 West End Avenue Lancaster PA 17603 943446933 Assisted Living PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Homes in the Presbytery of Huntingdon 120 Holliday Hills Drive Hollidaysburg PA 16648 231352512 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presb Hms in the Presb of Hntnd Fnd PO Box 595 Hollidaysburg PA 166480595 201195007 Fundraising for Presb Hms in the Presb of Hntnd PA 501(c)(3) 7 PHI PHI dba Presbyterian Senior Living 0 PHI Quincy Retirement Community 6596 Orphanage Road Quincy PA 17247 231173321 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Apartments 322 North Second Street Harrisburg PA 17101 231660433 Low income housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Geneva House 325 Adams Ave Scranton PA 18503 231883381 Low income housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Senior Living Services Inc 11630 Glen Arm Road Glen Arm MD 21057 522133513 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Presbyterian Senior Living Housing Management Corporation One Trinity Drive East Suite 201 Dillsburg PA 17019 800536225 Low income housing management services PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 PHI Stadium Place Senior Care Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 900921005 Continuing Care PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 The Shepherds in Monroe County PO Box 302 Cresco PA 18326 232932273 Senior Housing PA 501(c)(3) 9 PHI PHI dba Presbyterian Senior Living 0 Schartner House Associates LP One Trinity Drive East Suite 201 Dillsburg PA 17019 204747882 Low income housing PA Schartner House Inc Related -40 -257 0 0 1 0.0001 Westminster Place at Parkesburg LP One Trinity Drive East Suite 201 Dillsburg PA 17019 208766428 Low Income Housing PA Westminster Place at Parkesburg Inc Related -68 59314 0 0 1 0.0001 Westminster Place at Windy Hill Village LP I One Trinity Drive East Suite 201 Dillsburg PA 17019 270683872 Low income housing PA Westminster Place at Windy Hill Village Inc Related -25 3004491 0 0 1 0.0001 Westminster Place at Carroll Village LP I One Trinity Drive East Suite 201 Dillsburg PA 17019 270488126 Low income housing PA Westminster Place at Carroll Village Inc Related -30 1007776 0 0 1 0.0001 Westminster Place at Bloomsburg LP One Trinity Drive East Suite 201 Dillsburg PA 17019 900536078 Low income housing PA Westminster Place at Bloomsburg GP Inc Related -41 189924 0 0 1 0.0001 Westminster Place at the Long Community LP One Trinity Drive East Suite 201 Dillsburg PA 17019 800536471 Low income housing PA Westimnster Place at the Long Community GP Inc Related -71 1826243 0 0 1 0.0001 Stewartstown Courtyard LP 145 Pine Grove Circle York PA 17403 261577538 Low income housing PA Westminster Place at Stewartstown Inc Related -54 110 0 0 1 0.0001 Westminster Place at Quincy Village LP One Trinity Drive East Suite 201 Dillsburg PA 17019 273684407 Low income housing PA Westminster Place at Quincy Village Related -76 224938 0 0 1 0.0001 Silver Spring Courtyard LP One Trinity Drive East Suite 201 Dillsburg PA 17019 233022718 Low income housing PA Westminster Place at Silver Spring Courtyards GP Inc Related -8 266883 0 0 1 0.0001 SS Gardens LP One Trinity Drive East Suite 201 Dillsburg PA 17019 731626571 Low income housing PA Westminster Place at SS Gardens GP Inc Related -10 -58266 0 0 1 0.0001 Shrewsbury Courtyards II Associates One Trinity Drive East Suite 201 Dillsburg PA 17019 233056691 Low income housing PA Westminster Place at Shrewsbury Courtyards II Associates GP Inc Related -11 -76690 0 0 1 0.0001 Shrewsbury Courtyards Associates Limited Partnership One Trinity Drive East Suite 201 Dillsburg PA 17019 251767781 Low income housing PA Westminster Place at Shrewsbury Courtyard Associates GP Inc Related -31 -122962 0 0 1 0.5 S Overlook LP One Trinity Drive East Suite 201 Dillsburg PA 17015 752991115 Low income housing PA Westminster Place at S Overlook GP inc Related -14 -295529 0 0 1 0.0001 Stony Brook Gardens LP One Trinity Drive East Suite 201 Dillsburg PA 17019 203703666 Low income housing PA Westminster Place at Stony Brook Gardens GP Inc Related -30 -311171 0 0 1 0.0001 Ross Presbyterian Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 352467867 Low income housing PA Ross Presbyterian GP LLC Related 24115 24115 0 0 1 0.0001 Wisteria Commons Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 743169417 Low income Housing PA The Shepherds at Wisteria LLC PHI Wisteria Commons LLC Related -12 173851 0 0 1 0.0001 Northampton Place at Easton LP One Trinity Drive East Suite 201 Dillsburg PA 17019 300750353 Low income housing PA Northampton Place at Easton GP Related 0 0 0 0 1 0.0001 Westminster Place at Queen Street LP One Trinity Drive East Suite 201 Dillsburg PA 17019 461217566 Low income housing PA Westminster Place at Queen Street GP Inc Related 0 0 0 0 1 0.0001 Westminster Place at Ware Presbyterian Village LP One Trinity Drive East Suite 201 Dillsburg PA 17019 383852987 Low income housing PA Westminster Place at Ware Presbyterian Village GP Related 0 0 0 0 1 0.0001 Long Crest Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 320446143 Low income housing PA Long Crest Senior Housing GP Related 0 0 0 0 1 0.0001 Westminster Place at Windy Hill Village II LP One Trinity Drive East Suite 201 Dillsburg PA 17019 473008552 Low income housing PA Westminster Place at Wind Hill Village II GP Related 0 0 0 0 1 0.0001 Westminster Place at Huntingdon LP One Trinity Drive East Suite 201 Dillsburg PA 17019 273684236 Low income housing PA Westminster Place at Huntingdon GP Related 0 0 0 0 1 0.0001 Academy Place Senior Housing LP One Trinity Drive East Suite 201 Dillsburg PA 17019 900935098 Low income housing PA Academy Place GP LLC Related 0 0 0 0 1 0.0001 Oaks Senior Community LP One Trinity Drive East Suite 201 Dillsburg PA 17019 233018312 Low income housing PA The Shepherds in Monroe County Inc Related 1 -396 0 0 1 0.0002 PHI Services Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 134357222 Advertising PA PHI C 0 0 1 0 Schartner House Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 861161245 Low income housing PA PHI C -40 -257 1 0 Westminster Place at Parkesburg Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 208765826 Low income housing PA PHI C -68 59314 1 0 Westminster Place at Windy Hill Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 800438848 Low income housing PA PHI C -25 3004491 1 0 Westminster Place at Carroll Village Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 562642596 Low income housing PA PHI C -30 1007776 1 0 Westminster Place at Bloomsburg GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 010945558 Low income housing PA PHI C -41 189924 1 0 Westminster Place at Stewartstown Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 800499627 Low income housing PA PHI C -54 110737 1 0 Westminster Place at the Long Community GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 010945563 Low income housing PA PHI C -71 1826243 1 0 Westminster Place at Quincy Village GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 273684321 Low income housing PA PHI C -76 224938 1 0 Westminster Place at Silver Spring Courtyards GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 454799705 Low income housing PA PHI C -8 266883 1 0 Westminster Place at SS Gardens GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 454806531 Low income housing PA PHI C -10 -58266 1 0 Westminster Place at Shrewsbury Courtyards II Associates GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 462423186 Low income housing PA PHI C -11 -76690 1 0 Westminster Place at Shrewsbury Courtyards Associates GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 462414824 Low income housing PA PHI C -31 -122962 1 0 Westminster Place at S Overlook GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 462390529 Low income housing PA PHI C -14 -295529 1 0 Westminster Place at Stony Brook Gardens GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 462433909 Low income housing PA PHI C -30 -311171 1 0 Ross Presbyterian GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 461976623 Low income housing PA PHI C 24115 24115 1 0 The Shepherds at Wisteria LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 300386033 Low income housing PA PHI C -12 173851 1 0 PHI Wisteria Commons LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 464630922 Low income housing PA PHI C -11 -38775 1 0 Northampton Place at Easton GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 460945632 Low income housing PA PHI C 0 0 1 0 Westminster Place at Queen Street GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 383855437 Low income housing PA PHI C 0 0 1 0 Westminster Place at Ware Presbyterian Village GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 453537036 Low income housing PA PHI C 0 0 1 0 Westminster Place at Huntingdon GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 273684149 Low income housing PA PHI C 0 0 1 0 Westminster Place at Windy Hill Village II GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 472992542 Low income housing PA PHI C 0 0 1 0 Academy Place GP LLC One Trinity Drive East Suite 201 Dillsburg PA 17019 461987895 Low income housing PA PHI C 0 0 1 0 Long Crest Senior Housing GP Inc One Trinity Drive East Suite 201 Dillsburg PA 17019 471523599 Low income housing PA PHI C 0 0 1 0 1 0 0 1 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 Westminster Place at Parkesburg LP a-i 231421 Interest based on debt agreement between Westminster Place at Parkesburg LP and PHI Schartner House Associates LP a-i 91273 Interest based on debt agreement between Schartner House Associates LP and PHI Westminster Place at Quincy Village LP a-i 64526 Interest based on debt agreement between Westminster Place at Quincy Village LP and PHI Shrewsbury Courtyards Associates Limited Partnership d 509428 Loan amount based on agreement between Shrewsbury Courtyards Associates Limited Partnership and PHI Ross Presbyterian Senior Housing LP d 350000 Loan amount based on agreement between Ross Presbyterian Senior Housing LP and PHI PHI Presbyterian Apartments l 75794 Management services based on contract between Presbyterian Apartments and PHI PHI Presbyterian Senior Living Housing Management Corporation l 72496 Management services based on contract between PSL Housing Management Corporation and PHI. PHI The Long Community l 402130 Management services based on contract between The Long Community and PHI. PHI Presbyterian Senior Living Services Inc l 1104084 Management services based on contract between Presbyterian Senior Living Services Inc. and PHI. PHI Quincy Retirement Community l 1520402 Management services based on contract between Quincy Retirement Community and PHI. PHI Presbyterian Homes in the Presbytery of Huntingdon l 3880069 Management services based on contract between Presbyterian Homes in the Presbytery of Huntingdon and PHI. PHI Presbyterian Homes Inc l 10369066 Management services based on contract between Presbyterian Homes Inc. and PHI. PHI Presbyterian Senior Living Housing Management Corporation o 108334 Hours worked by the employees times their pay rate plus taxes paid on those wages. PHI Quincy Retirement Community o 58468 Hours worked by the employees times their pay rate plus taxes paid on those wages. PHI Presbyterian Homes Inc o 77361 Hours worked by the employees times their pay rate plus taxes paid on those wages. PHI The Long Community q 2777035 Actual reimbursement made for expenses incurred. Based on invoices paid. PHI Presbyterian Senior Living Services Inc q 644717 Actual reimbursement made for expenses incurred. Based on invoices paid. PHI Quincy Retirement Community q 1340303 Actual reimbursement made for expenses incurred. Based on invoices paid. PHI Presbyterian Homes in the Presbytery of Huntingdon q 1872222 Actual reimbursement made for expenses incurred. Based on invoices paid. PHI Presbyterian Homes Inc q 10651230 Actual reimbursement made for expenses incurred. Based on invoices paid. Westminster Place at Parkesburg LP r 75158 Actual cash transferred. Westminster Place at the Long Community LP r 679003 Actual cash transferred. Westminster Place at Quincy Village LP r 422417 Actual cash transferred. PHI Stadium Place Senior Care Inc r 1617143 Actual cash transferred. PHI Presbyterian Senior Living Housing Management Corporation r 73904 Actual cash transferred. PHI The Long Community r 2382006 Actual cash transferred. PHI Presbyterian Senior Living Services Inc r 636865 Actual cash transferred. PHI Quincy Retirement Community r 3716395 Actual cash transferred. PHI Presbyterian Homes in the Presbytery of Huntingdon r 5236574 Actual cash transferred. PHI Presbyterian Homes Inc r 2605681 Actual cash transferred. The Shepherds in Monroe County s 110772 Actual cash transferred.