2014-05-12T10:56:29-05:00 2013-06-30 232932984 PARENTEBEARD LLC 1650 MARKET STREET STE 4500 PHILADELPHIA PA 191037341 990 2012-07-01 231314352 QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY QUAR 7177867321 625 ROBERT FULTON HIGHWAY QUARRYVILLE PA 175661400 DIANE E ASTON 7177867321 2014-05-08 1 JULIUS C GREEN CPA JD P00350393 2159720701 2012 2015-11-30 17:44:51Z ROBERT B HAYWARD JR 625 ROBERT FULTON HIGHWAY QUARRYVILLE PA 175661400 37516640 0 X WWW.QUARRYVILLE.COM X 1948 PA TO PROVIDE FOR THE SPIRITUAL, PHYSICAL, EMOTIONAL, AND SOCIAL NEEDS OF OUR RESIDENTS. 12 11 483 171 183825 -23969 62715 55105 20782715 22352813 379240 1331645 238354 215736 21463024 23955299 327891 178926 0 0 11033689 11729940 0 0 0 8423675 9001760 19785255 20910626 1677769 3044673 52898378 52095954 44411391 39559704 8486987 12536250 X TO PROVIDE FOR THE SPIRITUAL, PHYSICAL, EMOTIONAL, AND SOCIAL NEEDS OF OUR RESIDENTS THROUGH HIGH-QUALITY FACILITIES, SERVICES, AND PERSONAL CARE IN A MANNER FAITHFUL TO THE BIBLE. 0 0 9601034 0 11643046 OUR GOAL AT QV IS TO PROVIDE FOR THE SPIRITUAL, PHYSICAL, EMOTIONAL, AND SOCIAL NEEDS OF OUR RESIDENTS THROUGH HIGH-QUALITY FACILITIES, SERVICES, AND PERSONAL CARE IN A MANNER FAITHFUL TO THE BIBLE AND HONORING OUR LORD, JESUS CHRIST. IN OUR SKILLED CARE CENTER WE PROVIDE SUPERB MEDICAL STAFF, BACKED BY CAREFULLY TRAINED CAREGIVERS AND REHABILITATION THERAPISTS, WHO ARE READY TO SERVE OUR RESIDENTS. FOR THOSE WHO NEED MEMORY CARE SUPPORT, WE OFFER SECURE RESIDENCES, STAFFED BY DEMENTIA-CERTIFIED, LICENSED TEAMS.DURING THE FISCAL YEAR, 261 INDIVIDUALS WERE SERVED. AS OF 6/30/2013 THERE WERE 104 RESIDENTS RECEIVING SKILLED CARE SERVICES AND WE PROVIDED $1,956,930 WORTH OF UNREIMBURSED CARE TO MEDICAL ASSISTANCE RESIDENTS AS PART OF OUR CHARITABLE MISSION. 171 VOLUNTEERS FROM THROUGHOUT OUR COMMUNITY PROVIDED 10,460 HOURS OF TIME TOWARD THE CARE AND COMFORT OF OUR RESIDENTS. 5486811 6350 6529472 AT QV OUR INDEPENDENT LIVING RESIDENTS CAN SET ASIDE THE WORLDLY CARES OF MAINTAINING A HOUSE WHILE LIVING IN THE SECURITY OF A RESPECTED CONTINUING CARE RETIREMENT COMMUNITY. THERE ARE ALL THE CLUBS, ACTIVITIES, SPIRITUAL, AND LEARNING OPPORTUNITIES A RESDIENT COULD WANT ALONG WITH ALL THE CONVENIENCES OF A SMALL TOWN. IN ADDITION, RESIDENTS HAVE THE SECURITY OF KNOWING THERAPIES, PERSONAL CARE, AND SKILLED CARE ARE AVAILABLE IF NEEDED. QV HAS EMBARKED ON A MAJOR EXPANSION, ADDING NEW COTTAGES AND A NEW COMMUNITY CENTER WITH A SWIMMING POOL.DURING THE FISCAL YEAR, 221 INDIVIDUALS WERE SERVED. AS OF 6/30/2013 THERE WERE 197 RESIDENTS OCCUPYING RESIDENTIAL APARTMENTS AND COTTAGES. 3204427 172576 4180295 IN OUR PERSONAL CARE CENTER QV PROVIDES ASSISTANCE WITH THE TASKS OF DAILY LIVING UNDER THE 24 HOUR SUPERVISION OF A LICENSED PRACTICAL NURSE. IN ADDITION, THERE ARE SOCIAL AND RECREATIONAL EVENTS, WELLNESS, SPIRITUAL, AND EDUCATIONAL PROGRAMS AVAILABLE AND WE OFFER OUR RESIDENTS THE CONVENIENCE OF A BEAUTY SHOP, CONVENIENCE STORE, BANK, TRANSPORTATION SERVICES, AND GUEST ROOMS FOR FAMILIES, ALL WITHIN OUR CAMPUS. OUR GOAL IS TO HELP EACH RESIDENT LIVE AS INDEPENDENTLY AS POSSIBLE. FOR THOSE WHO NEED MEMORY CARE SUPPORT, WE OFFER SECURE RESIDENCES, STAFFED BY DEMENTIA-CERTIFED, LICENSED TEAMS.DURING THE FISCAL YEAR, 107 INDIVIDUALS WERE SERVED. AS OF 6/30/2013, THERE WERE 67 RESIDENTS OCCUPYING PERSONAL CARE APARTMENTS. DIACONAL SUPPORT IS PROVIDED TO RESIDENTS WHO HAVE DEMONSTRATED THE INABILITY TO PAY AND ARE NOT ELIGIBLE FOR THIRD-PARTY REIMBURSEMENT. CERTAIN RESIDENTS QUALIFY FOR CHARITY CARE UPON ADMISSION OR WHEN THEIR FINANCIAL RESOURCES ARE DEPLETED. BECAUSE THE ORGANIZATION PROVIDES DIACONAL SUPPORT TO RESIDENTS WHO ARE UNABLE TO PAY FOR THESE SERVICES IT IS REPORTED AS A REDUCTION OF REVENUE. DIACONAL SUPPORT AMOUNTED TO $178,926 IN 2013 AND $327,891 IN 2012. ADDITIONAL BENEVOLENT CARE CONSISTS OF CONTRACT ALLOWANCES RELATED TO MEDICAL ASSISTANCE, MEDICARE, AND SUPPLEMENTAL SECURITY INCOME PROGRAMS OF $2,344,495 IN 2013 AND $1,973,637 IN 2012. 18292272 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 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 0 0 1 230 0 1 483 1 1 1 0 0 0 0 0 0 0 0 0 X 12 11 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 PA X DIANE E ASTON CFO 7177867321 625 ROBERT FULTON HIGHWAY QUARRYVILLE PA 175661400 BRUCE PETERS 1.00 X X 0 0 0 DR GUY RICHARDSON 1.00 X X 0 0 0 DR CHARLES HARTZEL 1.00 X X 0 0 0 DR BRUCE FIOL 1.00 X 0 0 0 MARK VAN GILST 1.00 X 0 0 0 DR WILLIAM GRAYBILL 1.00 X 0 0 0 GEORGE MACKENZIE 1.00 X 0 0 0 THOMAS HARR 1.00 X 0 0 0 DR DAVID WESTON 1.00 X 0 0 0 ROBERT HAYWARD JR 40.00 X X 197319 0 33327 DRGUY WEBSTER 1.00 X 0 0 0 JONATHAN SNELLER 1.00 X 0 0 0 DIANE ASTON 40.00 X 120379 0 26898 STEVE PHILLIPS 40.00 X 87798 0 13921 405496 0 74146 2 0 1 0 BK CAMPBELL ENTERPRISES INC 1771 LIMESTONE ROAD COCHRANVILLE PA 19330 BUILDING CONTRACTORS 954147 SELECT REHABILITATION INC PO BOX 809056 CHICAGO IL 60680 THERAPY SERVICES 487742 WOHLSEN CONSTRUCTION COMPANY PO BOX 4612 LANCASTER PA 17604 RENOVATIONS CONTRACTOR 191691 3 55105 431 55105 SKILLED CARE SERVICES 623000 11643046 11602638 40408 RESIDENTIAL LIVING SERVICES 623000 6529472 5267435 1262037 PERSONAL CARE SERVICES 623000 4180295 4180295 22352813 334427 334427 76587 47064 29523 29523 29523 14482232 27631 13500145 12500 982087 15131 997218 6286 990932 2411 1632 779 779 FARM OPERATION 110000 177539 177539 OTHER INCOME 900099 5625 5625 POSTAGE INCOME 900099 2270 2270 185434 23955299 21050368 183825 2666001 178926 178926 500271 109535 390736 8434482 7795822 638660 318652 59177 259475 1811761 1699965 111796 664774 601117 63657 34147 34147 88625 8637 79988 1136 1136 84997 84997 1353635 1203825 149810 246451 246451 2281990 2099049 182941 31089 31089 1466257 1461914 4343 33735 30308 3427 15271 7814 7457 130790 130790 2391035 2154681 236354 89730 68282 21448 NH ASSESSMENT TAX 341327 341327 OTHER OPERATIONAL EXPEN 223030 93516 129514 FARM EXPENSES 183115 183115 BOOK EDITING EXPENSE 5400 5400 20910626 18292272 2618354 0 155084 5832 2782872 2372743 2028158 2440602 512317 425173 77245363 40151439 37087331 37093924 10094236 9529122 59906 0 119243 0 59231 228558 52898378 52095954 2478680 2409196 8919996 9634655 12920000 12460000 52135 39275 1131171 354189 18909409 14662389 44411391 39559704 X 8454765 12504130 22222 22120 10000 10000 8486987 12536250 52898378 52095954 X 3044673 -743157 1747747 X 0 1 X 1 0 X 24936 269946 49371 62715 55105 462073 17141547 17591572 19900151 19517922 21050368 95201560 1311084 1281878 1265468 1264793 1302445 6425668 18477567 19143396 21214990 20845430 22407918 102089301 9000 6000 24020 1610 4081 44711 0 9000 6000 24020 1610 4081 44711 102044590 678561 497579 414667 414632 411014 2416453 678561 497579 414667 414632 411014 2416453 2386 200890 219929 423205 71744 282943 7330 7678 7895 377590 19230258 19923918 21837877 21487669 22826827 105306549 0.96900 0.96130 0.02290 0.02830 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2008 AMOUNT: $ 71,744. 2009 AMOUNT: $ 282,943. 2010 AMOUNT: $ 7,330. 2011 AMOUNT: $ 7,678. 2012 AMOUNT: $ 7,895. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1136 1136 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO A MEMBER ORGANIZATION DEDICATED TO ISSUES INVOLVING CONTINUING CARE FACILITIES AND HELP AND SUPPORT FOR THE ELDERLY. THE PERCENTAGE OF DUES DEDICATED TO LOBBYING IS 5.9%. THE ORGANIZATION PAID $19,365 IN DUES FOR A TOTAL OF $1,136 DUES ALLOCATED TO LOBBYING. 0 1 X 12388 -102 12286 12387 1 12388 12360 27 12387 12334 26 12360 12235 99 12334 0.00000 0.81400 0.18600 0 0 14906 975390 990296 439859 33096036 16160270 17375625 16225 11648552 8357281 3307496 224557 30829838 15633888 15420507 37093924 LIABILITIES TO RESIDENTS 7977429 ACCRUED PENSION LIABILITY 5783453 LINE OF CREDIT 901507 14662389 X 24829659 -743157 1568821 825664 24003995 -48696 -48696 23955299 20780396 48696 48696 20731700 178926 178926 20910626 PART IV, LINE 2B: THE FUNDS HELD BELONG TO RESIDENTS WHO ARE NOT ABLE TO MANAGE THEIR OWN FINANCES. THE FUNDS ARE USED TO PAY FOR SERVICES THE ORGANIZATION PROVIDES AND ALSO TO PROVIDE THE RESIDENT WITH FUNDS FOR THEIR OWN PERSONAL NEEDS. THE RESIDENT CAN REQUEST A PAYMENT FROM THE ACCOUNT BY COMPLETING A CHECK REQUEST FORM OR CAN OBTAIN CASH BY COMPLETING A PETTY CASH VOUCHER. THE RESIDENTS RECEIVE A MONTHLY STATEMENT SHOWING THE ACCOUNT ACTIVITY AND BALANCE. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENTS FUNDS ARE USED FOR NURSING SCHOLARSHIPS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING 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. MANAGEMENT HAS DETERMINED THAT THERE WERE NO MATERIAL TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2013 AND 2012. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2012, 2011, AND 2010 REMAIN SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIACONAL SUPPORT -178,926. MINIMUM PENSION LIABILITY ADJUSTMENT 1,747,747. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -1,632. RENTAL EXPENSES -47,064. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 47,064. FUNDRAISING EXPENSES 1,632. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIACONAL SUPPORT 178,926. 1 CHARITY CARE IS PROVIDED TO RESIDENTS OF QPRC WHO HAVE RUN OUT OF MONEY. 15 0 178926 DIFFERENCE BETWEEN AMOUNT CHARGED AND AMOUNT RECEIVED AS PAYMENT WRITE OFF OF AMOUNTS DUE TO QPRC FOR SERVICES RENDERED TO RESIDENTS WHO HAVE BEEN APPROVED FOR CHARITY CARE. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: DIACONAL SUPPORT IS PROVIDED TO RESIDENTS WHO HAVE DEMONSTRATED THEIR INABILITY TO PAY VIA A FINANCIAL ASSISTANCE APPLICATION, AND ARE NOT ELIGIBLE FOR THIRD-PARTY REIMBURSEMENT. CERTAIN RESIDENTS QUALIFY FOR CHARITY CARE UPON ADMISSION OR WHEN THEIR FINANCIAL RESOURCES ARE DEPLETED. PERSONAL SPENDING FOR THOSE WHO QUALIFY IS MONITORED AND SERVICES PROVIDED BY QPRC ABOVE THEIR MONTHLY INCOME ARE WRITTEN OFF AS CHARITY CARE. BECAUSE THE ORGANIZATION PROVIDES CHARITY ASSISTANCE TO RESIDENTS WHO ARE UNABLE TO PAY FOR THESE SERVICES, IT IS REPORTED AS AN EXPENSE (990 PART IX, LINE 2) UNDER ASSISTANCE TO INDIVIDUALS. X X 1 1 X X X X 0 0 0 0 0 0 0 1 0 ROBERT HAYWARD JR 182543 0 13000 0 1776 0 5050 0 28277 0 230646 0 0 0 PART I, LINE 1A THE CHAPLAIN IS PROVIDED HOUSING, INCLUDING UTILITIES, FREE OF CHARGE. THE ORGANIZATION CONFORMS TO THE NON-TAXABLE HOUSING ALLOWANCE GUIDELINES PER THE IRS' RULES AND REGULATIONS. NOTE THAT WHILE THE HOUSING IS NOT TAXABLE FOR FEDERAL TAX PURPOSES, IT IS FOR MEDICARE AND AS SUCH IS INCLUDED IN THE CHAPLAIN'S BOX 5, W-2 BASE COMPENSATION REPORTING. THE VALUE OF THE HOUSING ALLOWANCE IS $13,544. THE CHAPLAIN RECEIVES A TAX GROSS-UP PAYMENT OF $8,316.50 AS WELL. PART I, LINE 7 BONUSES PAID TO TOP OFFICERS OF THE CORPORATION ARE RECOMMENDED TO THE BOARD OF DIRECTORS BY THE COMPENSATION COMMITTEE. BONUS ARE BASED ON VARIOUS PRE-DETERMINED QUANTITATIVE AND QUALITATIVE GOALS. THE BONUSES ARE AT THE DISCRETION OF THE BOARD AND AS SUCH, WOULD BE CONSIDERED NON-FIXED PAYMENTS. FORM 990, PART VI, SECTION A, LINE 2 JONATHAN SNELLER (BOARD MEMBER) AND BRUCE FIOL (BOARD MEMBER)HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES DO NOT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. ALL MATTERS ARE TAKEN TO THE FULL BOARD FOR APPROVAL AND ACTION. FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF FINANCIAL OFFICER, CEO, AND AUDIT AND FINANCE COMMITTEE WILL PERFORM THE INITIAL REVIEW OF THE FORM 990. ONCE APPROVED, EACH MEMBER OF THE GOVERNING BODY WILL RECEIVE A COPY OF THE FORM 990 BY E-MAIL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR DURING ANNUAL ETHICS TRAINING ALL EMPLOYEES ARE REQUIRED TO SIGN A CODE OF ETHICS/CONFLICT OF INTEREST STATEMENT. THE BOARD OF DIRECTORS ALSO SIGNS THE CODE OF ETHICS/CONFLICT OF INTEREST STATEMENT ANNUALLY. THERE IS A PLACE ON THE FORM FOR THE DISCLOSURE OF RELATIONSHIPS, SUCH AS THROUGH FAMILY OR BUSINESS CONTACTS, THAT COULD BE CONSIDERED A CONFLICT OF INTEREST. ALL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY HUMAN RESOURCES. ANY DISCLOSURES ARE REVIEWED BY THE CFO AND CEO. REPORTS OF ETHICAL ISSUES ARE REVIEWED AND RESOLVED BY THE HEAD OF THE ETHICS COMMITTEE AND THE CEO. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS' AND KEY EMPLOYEES' SALARIES ARE RECOMMENDED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND IS APPROVED BY THE FULL BOARD. SALARY SURVEYS AND FORMS 990 OF OTHER NOT-FOR-PROFITS ARE USED FOR COMPARATIVE PURPOSES TO ENSURE ANY COMPENSATION DECISIONS ARE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. DELIBERATIONS AND DECISIONS ARE DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS APPROVAL OF THE BUDGET TO THE FULL BOARD. THE BUDGET INCLUDES A MAXIMUM PERCENTAGE INCREASE IN SALARY FOR ALL STAFF. THE JOB PERFORMANCE OF EACH EMPLOYEE IS TAKEN INTO CONSIDERATION AS PART OF THE PERFORMANCE REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE ON GUIDESTAR AND IS ALSO AVAILABLE UPON REQUEST. DISCLOSURE STATEMENTS, AS REQUIRED BY THE DEPARTMENT OF INSURANCE, ARE ALSO AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT MAKE THE GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION SINCE IT IS NOT REQUIRED BY FEDERAL OR STATE LAW. THE ORGANIZATION INCLUDES A COPY OF ITS FINANCIAL STATEMENTS WITH THE STATE REGISTRATION FILED WITH THE PENNSYLVANIA DEPARTMENT OF STATE, BUREAU OF CHARITABLE ORGANIZATIONS. THESE DOCUMENTS ARE A MATTER OF PUBLIC RECORD AND CAN BE VIEWED AT THE BUREAU OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: MINIMUM PENSION LIABILITY ADJUSTMENT 1,747,747.