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 232948992 SIMPSON MEADOWS SIMP 6106600112 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 BONNIE CHANDLER INTERIM CFO 6106600112 2015-11-09 1 JAMES D WATSON P01450300 2156433900 2014 2016-04-25 22:37:26Z KIM WILLIAMS 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 14959385 0 X HTTP://WWW.SIMPSONMEADOWS.ORG X 1998 PA TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY 6 5 99 111 0 0 32844 35649 4274954 5067241 369584 273330 135872 192033 4813254 5568253 0 0 0 0 1964450 2077584 0 0 0 3321775 3451699 5286225 5529283 -472971 38970 14640558 14562071 17094155 17011551 -2453597 -2449480 X SIMPSON MEADOWS IS DEDICATED TO MEETING THE NEEDS OF SENIORS IN OUR COMMUNITY. THROUGH CAREFUL OVERSIGHT, WE STRIVE TO DELIVER THE HIGHEST QUALITY OF SERVICE WITH A SENSE OF WARMTH, FRIENDLINESS, INDIVIDUAL PRIDE AND INTEGRITY. WE ARE COMMITTED TO OFFERING OUR RESIDENTS AND STAFF OPPORTUNITIES FOR PERSONAL GROWTH AND SPIRITUAL ENRICHMENT. 0 0 4544235 5067241 EXPENSES INCURRED PROVIDING HOUSING, HEALTHCARE AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS THROUGH THE OPERATION OF 94 INDEPENDENT LIVING UNITS AND 55 PERSONAL CARE SUITES, 19 OF WHICH ARE DEDICATED TO DEMENTIA CARE. SIMPSON MEADOWS' OPERATIONS ARE LOCATED IN THE TOWNSHIP OF EAST CALN, CHESTER COUNTY, PA. ITS PRIMARY SERVICE AREA INCLUDES CHESTER COUNTY AND SURROUNDING COMMUNITIES. 4544235 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 99 1 0 0 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 1 1 1 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; RELATED ORG 1.00 39.00 X X 0 283466 57795 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 FIRAS SAIDI MD SECRETARY 1.00 6.00 X X 0 0 0 ALVIN KINGCADE TREASURER 1.00 6.00 X X 0 0 0 JORDAN M KENDALL DIRECTOR 1.00 6.00 X 0 0 0 ELAINE GREEN EDD CHAIR (PART YEAR) 1.00 0.00 X X 0 0 0 JEANNE JAGERS VICE CHAIR (PART YEAR) 1.00 0.00 X X 0 0 0 MARGIE GETTINGS SECRETARY (PART YEAR) 1.00 0.00 X X 0 0 0 BENJAMIN BRUTON DIRECTOR (PART YEAR) 1.00 0.00 X X 0 0 0 REV CHARLES COLE DIRECTOR (PART YEAR) 1.00 0.00 X X 0 0 0 JAMES KONISZEWSKI CFO; RELATED ORG 1.00 39.00 X 0 212488 21560 TONI MCCLAY COO; RELATED ORG 1.00 39.00 X 0 139849 17700 0 635803 97055 0 0 1 0 ABRIOLA COMPANY 1013 PLEASANT AVENUE WYNDMOOR PA 19038 BUILDING CONTRACTOR 671484 MORRISON MANAGEMENT SEPCIALIST PO BOX 102289 ATLANTA GA 30368 DIETARY SERVICES 526343 SB&A INTEGRATED MARKETING 207 WEST FRANKLIN STREET RICHMOND VA 23220 SALES & MARKETING CONSULTANTS 458050 CROSSROADS TECHNOLOGIES INC PO BOX 6528 WYOMISSING PA 19610 IT CONSULTANTS 144559 4 35649 35649 RESIDENTIAL REVENUE 623000 4940069 4940069 AMORTIZATION OF ADVANCE FEES 623000 127172 127172 5067241 83665 83665 9580797 9391132 189665 189665 189665 FOOD SERVICE REVENUE 623000 82632 82632 BARBER & BEAUTY REVENUE 623000 36129 36129 MAINTENANCE REVENUE 623000 8148 8148 65124 65124 192033 5568253 5067241 0 465363 1652612 1652612 23802 23802 244988 244988 156182 156182 794045 794045 2195 2195 15490 15490 11303 11303 7150 7150 480485 480485 254791 225061 29730 609055 609055 13500 13500 114997 114997 668601 668601 112172 112172 DIETARY 296749 296749 BARBER AND BEAUTY SHOP 28818 28818 MISCELLANEOUS 25154 12191 12963 RESIDENT ACTIVITIES 17194 17194 5529283 4544235 985048 0 198113 102913 5455 38653 52766 39319 112160 144250 19768385 10003451 9348417 9764934 4476976 4094398 446671 377604 14640558 14562071 314185 300518 9963924 10078396 6548000 6302000 262596 325455 5450 5182 17094155 17011551 X -3021035 -3062567 567438 613087 -2453597 -2449480 14640558 14562071 38970 -34853 0 X 0 1 X 1 0 X 18376 23968 55081 42844 35049 175318 5118337 5181470 5128978 4274954 5067241 24770980 5136713 5205438 5184059 4317798 5102290 24946298 0 289177 439972 706271 481952 1917372 289177 439972 706271 481952 1917372 23028926 141288 130123 127787 255045 83665 737908 141288 130123 127787 255045 83665 737908 137903 133405 134817 135872 192033 734030 5415904 5468966 5446663 4708715 5377988 26418236 0.87170 0.88140 0.02790 0.02720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 599166 599166 17094720 8294215 8800505 2074499 1709236 365263 9764934 LIABILITY TO ANNUITANTS 5182 5182 X 5543400 -34853 10000 -24853 5568253 0 5568253 5539283 10000 10000 5529283 0 5529283 PART IV, LINE 2B: THE ORGANIZATION HOLDS SECURITY DEPOSITS FOR ITS RESIDENTS. 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 0 1 0 0 0 0 0 0 0 KIM WILLIAMS PRESIDENT/CEO; RELATED ORG 0 266371 0 12750 0 4345 0 37500 0 20295 0 341261 0 0 JAMES KONISZEWSKI CFO; RELATED ORG 0 207853 0 0 0 4635 0 12313 0 9247 0 234048 0 0 TONI MCCLAY COO; RELATED ORG 0 139849 0 0 0 0 0 8759 0 8941 0 157549 0 0 PART I, LINE 4B KIM WILLIAMS (CEO)- $15,000 A CHESTER COUNTY HEALTH AND EDUCATION FACILITIES AUTHORITY 232265260 2010-12-15 7196000 REFUNDING 2000 BOND ISSUE 0 0 0 A 894000 7196000 142050 7053950 2010 1 0 1 1 A 0 0 0 0 0 0 0 A 1 1 0 0 0 1 A 1 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE CORPORATE MEMBER OF THE CORPORATION SHALL BE SIMPSON SENIOR SERVICES. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER HAS THE RESERVED POWERS TO APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS AT ANY TIME. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER HAS THE RESERVED POWERS TO APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS AT ANY TIME, TO APPROVE ANY AMENDMENT TO THE ARTICLES OF INCORPORATION OR BY-LAWS, TO APPROVE THE ANNUAL CAPITAL BUDGETS, TO APPROVE ANY SALE, LEASE, OR TRANSFER OF ASSETS OF THE CORPORATION, TO APPROVE INDEBTEDNESS GREATER THAN $50,000, AND TO APPROVE ANY MERGER, CONSOLIDATION, OR DISSOLUTION OF THE CORPORATION. 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/CHIEF EXECUTIVE OFFICER FOR REVIEW AND APPROVAL. THE PRESIDENT/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. 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 SENIOR SERVICES 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232948991 MANAGES AFFILIATES THAT PROVIDE RESIDENCE AND HEALTHCARE FOR THE ELDERLY PA 501(C)3 11C SIMPSON SENIOR SERVICES 0 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 0 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 0 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 11B SIMPSON SENIOR SERVICES 0 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 0 SIMPSON 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 0 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 0 NARBERTH ADULT CARE SERVICES 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232948458 PROVIDES ADULT DAY CARE SERVICES AND HEALTHCARE TO THE ELDERLY PA 501(C)3 PF SIMPSON SENIOR SERVICES 0 SIMPSON FOUNDATION 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 454731794 CHARITABLE, LITERARY, SCIENTIFIC, RELIGHIOUS & EDUC PURPOSES FOR THE ELDERLY PA 501(C)3 9 0 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 BALA CYNWYD PA 19004 412069201 ECONOMIC DEVELOPMENT OF LOW INCOME HOUSING PA N/A C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0