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 231352227 SIMPSON HOUSE INC 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 2016-04-25 22:37:26Z KIM W WILLIAMS 150 MONUMENT ROAD NO 105 BALA CYNWYD PA 19004 46097464 0 X WWW.SIMPSONHOUSE.ORG X 1865 PA SIMPSON HOUSE, INC. OPERATES A CONTINUING CARE RETIREMENT COMMUNITY. 12 11 358 770 0 0 416833 718300 18895068 19731046 438001 355695 125880 26184 19875782 20831225 0 0 0 0 12100522 12537967 0 0 0 8657535 8692127 20758057 21230094 -882275 -398869 35554063 39066321 10210834 14065364 25343229 25000957 X SIMPSON HOUSE IS DEDICATED TO MEETING THE NEEDS OF SENIORS IN THE 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 18105665 19731046 SIMPSON HOUSE, INC. OPERATES A CONTINUING CARE RETIREMENT COMMUNITY PROVIDING HOUSING, HEALTHCARE AND OTHER RELATED SERVICES TO RESIDENTS THROUGH THE OPERATION OF 117 RESIDENTIAL LIVING UNITS, 57 PERSONAL CARE SUITES, 9 OF WHICH ARE DEDICATED TO DEMENTIA CARE, AND 154 SKILLED NURSING BEDS, 18105665 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 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 13 0 358 1 0 0 0 0 0 1 1 0 0 0 0 X 12 11 1 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 MARK K GOLDBERG PART YEAR CHAIR 1.00 6.00 X X 0 0 0 MARY BAMFORD PART YEAR VICE CHAIR 1.00 6.00 X X 0 0 0 REV ALFRED DAY PART YEAR SECRETARY/TREASURER 1.00 6.00 X X 0 0 0 REV THOMAS E ANDERMAN PART YEAR DIRECTOR 1.00 6.00 X 0 0 0 LILLIAN D GREENBERG PART YEAR DIRECTOR 1.00 6.00 X 0 0 0 SIGMUND B KAHN MD PART YEAR DIRECTOR 1.00 6.00 X 0 0 0 MARY MATTIONI RN PART YEAR DIRECTOR 1.00 6.00 X 0 0 0 GILBERT ROWE PART YEAR DIRECTOR 1.00 6.00 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 FIRAS SAIDI MD SECRETARY 1.00 6.00 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 JORDAN KENDALL DIRECTOR 1.00 6.00 X 0 0 0 JERRY D POOLE DIRECTOR 1.00 0.00 X 0 0 0 REV DR ANITA POWELL DIRECTOR 1.00 6.00 X 0 0 0 REV MARIDEL WHITMORE DIRECTOR 1.00 0.00 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 ROSEANN SMITH PART YEAR EXECUTIVE DIRECTOR 40.00 0.00 X 128170 0 19811 RICHARD COYLE NH ADMINISTRATOR 40.00 0.00 X 118477 0 1602 SUMATHY PRABHAKARAN NURSING SUPERVISOR 40.00 0.00 X 121463 0 20104 SUDHAKARAN GOPALAN HOUSE SUPERVISOR 40.00 0.00 X 110139 0 14775 478249 635803 153347 4 0 1 0 WOHLSEN CONSTRUCTION CO PO BOX 4612 LANCASTER PA 17604 CONTRACTOR 2022997 MORRISON SENIOR DINING PO BOX 102289 ATLANTA GA 30368 DIETARY SERVICES 1537694 REHABCARE GROUP INC - 10 PO BOX 503534 ST LOUIS MO 63150 THERAPY SERVICES 1015080 MARTINO & BINZER 29 WEST MAIN STREET AVON CT 06001 MARKETING SERVICES 754712 4 60330 657970 718300 NET RESIDENT SRV REV 623000 19246424 19246424 AMORTIZATION OF ADVANCE FEES 623000 484622 484622 19731046 117878 117878 5615 0 5615 5615 5615 25475959 25238142 237817 237817 237817 15075 60330 28097 -13022 -13022 FOOD SERVICE 623000 14249 14249 GIFT SHOP 623000 9377 9377 9965 9965 33591 20831225 19731046 0 381879 147981 147981 9585967 9585967 190243 190243 1858930 1858930 754846 754846 2224992 2224992 93626 93626 33960 33960 6726 6726 35830 35830 81437 81437 222008 151284 70724 933377 933377 35511 35511 21048 21048 105360 105360 1234792 1234792 288677 288677 THERAPY 931522 931522 RAW FOOD 853368 853368 NURSING SUPPLIES 587400 587400 MAINTANENCE SUPPLIES 371215 371215 631278 261384 369894 21230094 18105665 3124429 0 812140 843613 62102 72386 3954481 3735679 86307 107715 40712155 27208592 10532810 13503563 7644406 8312512 12461817 12490853 35554063 39066321 2483184 2856049 2406420 2906620 4950177 7977738 167250 175735 203803 149222 10210834 14065364 X 12891470 12475216 147963 158710 12303796 12367031 25343229 25000957 35554063 39066321 X -398869 9232 47365 X 0 1 X 1 0 X 476345 454790 510018 416833 733083 2591069 17958024 19405080 18689368 18895068 19731046 94678586 18434369 19859870 19199386 19311901 20464129 97269655 0 0 0 97269655 285421 304890 456983 104913 123493 1275700 285421 304890 456983 104913 123493 1275700 20260 52140 51911 146566 33591 304468 18740050 20216900 19708280 19563380 20621213 98849823 0.98400 0.98280 0.01290 0.01390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 350000 350000 29531363 19687735 9843628 10830792 7520857 3309935 13503563 DEFERRED FINANCING FEES 208397 BENEFICIAL INTEREST TRUST 6631305 DUE FROM RELATED PARTY 5595392 DEPOSITS 55759 12490853 ANNUITIES PAYABLE 149222 149222 X 20915919 9232 47365 56597 20859322 -28097 -28097 20831225 21258191 28097 28097 21230094 0 21230094 PART IV, LINE 2B: SIMPSON HOUSE RECEIVES FUNDS ON BEHALF OF SOME OF ITS RESIDENTS REPRESENTING RETIREMENT PAYMENTS, SSI AND OTHER BENEFITS. THE FUNDS ARE HELD IN SEPARATE ACCOUNTS AND ARE USED TO PAY THE RESIDENTS' PORTION OF THEIR MONTHLY ROOM AND BOARD, MONTHLY PERSONAL NEEDS AND INSURANCE COVERAGE. 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: VALUATION CHANGE 47,365. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS -28,097. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 28,097. FORM 990, SCHEDULE D, PART VI OTHER LAND, BUILDINGS, AND EQUIPMENT IS CONSTRUCTION IN PROCESS WHICH WILL NOT BE DEPRECIATED UNTIL THE ASSETS ARE PUT INTO USE. THE PROJECT IS IN THE PRELIMINARY DEVELOPMENTAL STAGES. EMBRACING LIFE DINNER 75405 60330 15075 13166 2010 12921 75405 60330 15075 13166 2010 12921 28097 -13022 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 NARBETH BOROUGH INDUSTRIAL DEVELOPMENT AUTHORITY 233077385 2012-03-07 3410000 SIMPSON HOUSE PROJECT 0 0 0 A 595000 3410000 3326243 68200 15557 2024 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 1 0 0 0 1 A 1 PART II LINE 12 INTEREST AND COST TO BORROWER OF LOAN: $15,556.76 FORM 990, PART VI, SECTION A, LINE 2 GLORIA BORING IS THE EXECUTIVE DIRECTOR FOR SIMPSON HOUSE AND HER SON, ALEX BORING, ALSO WORKS FOR THE FACILITIY AS A MEDICAL SUPPLY MANAGER. 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 SHALL HAVE RESERVED POWERS TO APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS AT ANY TIME OTHER THAN THE BISHOP. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER SHALL HAVE RESERVED POWERS TO APPOINT AND REMOVE ALL MEMBERS OF THE BOARD OF DIRECTORS AT ANY TIME OTHER THAN THE BISHOP, APPROVE ANY AMENDMENT TO THE ARTICLES OF INCORP. OR BY-LAWS, APPROVE ANNUAL CAPITAL BUDGET, APPROVE SALE, LEASE, OR TRANSFER OF ANY ASSETS, APPROVE INDEBTEDNESS GREATER THAN $50,000, AND APPROVE ANY MERGER, DISSOLUTION, ETC 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 AND CHIEF EXECUTIVE OFFICER FOR REVIEW AND APPROVAL. THE PRESIDENT AND 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. THE 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. FORM 990, PART XI, LINE 9: VALUATION CHANGE 47,365. 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 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 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 9 SIMPSON SENIOR SERVICES 0 SIMPSON FOUNDATION 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 454731794 CHARITABLE, LITERARY, SCIENTIFIC, RELIGIOUS & EDUC. PURPOSES FOR THE ELDERLY PA 501(C)3 9 SIMPSON SENIOR SERVICES 0 SIMPSON GARDENS LP 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 412069202 REAL ESTATE RENTAL PROPERTY PA SIMPSON SENIOR SERVICES N/A 283994 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 0 1 0 1 0 0 0 0