2013-03-28T07:04:19-05:00 2012-06-30 311543240 CBIZ MHM LLC 401 PLYMOUTH ROAD SUITE 200 PLYMOUTH MEETING PA 19462 990 2011-07-01 231352250 OLD MAN'S HOME OF PHILADELPHIA D/B/A SAUNDERS HOUSE OLDM 6106585100 100 LANCASTER AVENUE WYNNEWOOD PA 19096 KEVIN ROSS 6105258300 2013-03-09 1 JOSEPH G SULLIVAN P00360476 6108622249 2011 2016-02-25 16:41:14Z SAUNDERS HOUSE KEVIN ROSS 100 LANCASTER AVENUE WYNNEWOOD PA 19096 19266984 0 X WWW.SAUNDERSHOUSE.ORG X 1864 PA PROVIDED SKILLED NURSING AND REHABILIATION SERVICES TO MORE THAN 400 OLDER ADULTS. 17 17 625 67 0 0 343700 314459 18033024 18390898 394785 81627 555000 480000 19326509 19266984 0 0 0 0 11146745 10922034 0 1049 37554 6863126 7040784 18009871 17963867 1316638 1303117 14557008 14948778 3011386 2298715 11545622 12650063 PROVIDED SKILLED NURSING AND REHABILITATION SERVICES TO MORE THAN 400 OLDER ADULTS. 0 0 14532418 18390898 ROOM & BOARD AND MEDICAL CARE PROVIDED TO THE ELDERLY. 14532418 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 42 0 1 625 1 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X MAIN LINE SENIOR CARE 6106585100 100 E LANCASTER AVENUE WYNNEWOOD PA 19096 MEREDITH S JONES 2.00 X 0 0 0 JOHN H MANTAS CPA 2.00 X 0 0 0 MARY ANNE M STETZER 2.00 X 0 0 0 DONNA STERNBERG 2.00 X 0 0 0 JOANN M MAGNATTA 2.00 X 0 0 0 SHEILA GIBSON 2.00 X 0 0 0 DAVIS PEARSON 2.00 X 0 0 0 SARA S SENIOR 2.00 X 0 0 0 KEVIN ROSS 40.00 X 221515 0 28308 ELISSA TOPOL RN CRNP 2.00 X 0 0 0 CHARLES KING 2.00 X 0 0 0 DAVID R DUGERY 2.00 X 0 0 0 A LOUIS DENTON 2.00 X 0 0 0 MARILYN KERR 40.00 X 112644 0 14107 SUSAN IRRGANG 40.00 X 143834 0 13094 477993 0 55509 3 0 1 0 SELECT REHABILITATION INC 100 E LANCASTER AVE WYNNEWOOD PA 19096 REHAB SERVICES 1448537 MILLENIUM PHARMACY SERVICES PO BOX 823441 PHILADELPHIA PA 19182 PHARMACY 520674 CONVERGE LLC 992 OLD EAGLE SCHOOL RD SUITE 908 WAYNE PA 19087 HUMAN RESOURCES 494004 US FOODSERVICE 2255 HIGH HILL ROAD BRIDGEPORT NJ 08014 FOOD 349478 APEX INTEGRATED SOLUTIONS 4 EAST STOW ROAD MARLTON NJ 08053 OUTSOURCED ACCT 327008 10 314459 314459 RESIDENT CARE/ADMIN FE 623000 18390898 18390898 18390898 81627 81627 OTHER REVENUE 623000 480000 480000 480000 19266984 18390898 0 561627 221515 221515 8393591 6889611 1503980 27334 22436 4898 1562993 1282933 280060 716601 588199 128402 156568 128514 28054 381027 312754 68273 1049 1049 2847126 2336972 510154 30699 3973 867 25859 552423 453439 98984 5160 4235 925 26269 21562 4707 488068 400615 87453 145775 119655 26120 SUPPLIES 1566297 1278562 279106 8629 BAD DEBT EXPENSE 434718 356824 77894 EMPLOYEE TRAINING 181228 148683 32457 88 OTHER FEES 165775 134488 29358 1929 59651 48963 10688 17963867 14532418 3393895 37554 1051673 1224271 19418 2221421 2822205 70000 70000 304810 163341 18481293 14226203 4330474 4255090 3208017 3094402 111121 162276 3240074 3157193 14557008 14948778 2112587 1734202 852938 514079 45861 50434 3011386 2298715 X 9420683 10585314 2124939 2064749 11545622 12650063 14557008 14948778 X 1303117 -198676 X X 0 1 1 X 0 X 457253 419869 251124 343700 314459 1786405 14795689 14974657 16164725 18033024 18390898 82358993 15252942 15394526 16415849 18376724 18705357 84145398 0 0 0 84145398 665144 811212 314741 393744 81627 2266468 665144 811212 314741 393744 81627 2266468 27699 556041 480000 1063740 15945785 16205738 16730590 19326509 19266984 87475606 0.96190 0.95910 0.02590 0.03360 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE GAIN/LOSS SALE OF NON CAPITAL ASSETS RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1600000 1600000 8781762 6906984 1874778 7781421 7071621 709800 318110 247598 70512 4255090 OTHER CURRENT ASSETS 401172 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 2064749 DUE FROM RELATED PARTY 473104 ESTIMATED THIRD PARTY SETTLEMENTS 218168 3157193 RESIDENT FUND LIABILITY 50434 50434 19266984 17963867 1303117 -198676 -198676 1104441 29827481 -198676 10759173 10560497 19266984 0 19266984 28460949 10497082 10497082 17963867 0 17963867 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS RECOGNIZED AS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INERNAL 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 FOR THE ORGANIZATION HAS BEEN PROVIDED. THE ORGANIZATION 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 POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZD 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 ORGANIZATION 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 ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 2009. PART XII, LINE 2D - OTHER ADJUSTMENTS: REVENUE ITEMS EARNED BY OTHER ORGANIZATIONS COMBINED WITH THE ORGANIZATION FOR FINANCIAL STATEMENT PURPOSES 11,239,173. LESS: ELIMINATING ENTRIES INCLUDED IN FINANCIAL STATEMENTS -480,000. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSE ITEMS INCURRED BY OTHER ORGANIZATIONS COMBINED WITH THE ORGANIZATIO FOR FINANCIAL STATEMENT PURPOSES 10,977,082. LESS: ELIMINATING ENTRIES INCLUDED IN FINANCIAL STATEMENTS -480,000. X X X 0 0 0 0 0 0 0 0 0 KEVIN ROSS 221515 0 0 0 0 0 0 0 28308 0 249823 0 0 0 SUSAN IRRGANG 143834 0 0 0 0 0 0 0 13094 0 156928 0 0 0 PART I, LINE 3 THE ORGANIZATION USED CONVERGE, AN INDEPENDENT CONTRACTOR, TO CONDUCT A REVIEW OF THE CEO COMPENSATION PACKAGE WITH ASSISTANCE FROM COMPENSATION CONSULTING ALTERNATIVES, INC. THE COMPILED AND ANALYZED THE DATA FROM SEVERAL HEALTHCARE SURVEY SOURCES. THIS DATA WAS PROVIDED TO THE BOARD CHAIR WHO REVIEWED IT, ASED QUESTIONS, MADE A DECISION AND REVIEWED THAT DECISION WITH THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS DISTRIBUTED AND REVIEWED BY ALL BOARD MEMBERS PRIOR TO FILING THE RETURN WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY BY EACH BOARD MEMBER. THE BOARD MEMBERS ARE EXPECTED TO IDENTIFY ANY CONFLICTS OR POTENTIAL CONFLICTS AND MUST SIGN THE CONFLICT OF INTEREST DOCUMENT. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION USED CONVERGE, AN INDEPENDENT CONTRACTOR, TO CONDUCT A REVIEW OF THE CEO COMPENSATION PACKAGE WITH ASSISTANCE FROM COMPENSATION CONSULTATING ALTERNATIVES, INC. THEY COMPILED AND ANALYZED THE DATA FROM SEVERAL HEALTHCARE SURVEY SOURCES. THIS DATA WAS PROVIDED TO THE BOARD CHAIR WHO REVEIWED IT, MADE A DECISION AND REVIEWED THE DECISION WITH THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL PROVIDE, UPON IN-PERSON, VERBAL OR WRITTEN REQUEST, DOCUMENTS RELATING TO THE GOVERNANCE, CONFLICTS OF INTEREST AND FINANCIAL STATEMENTS TO THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -198,676. AUDIT OVERSIGHT FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR IN THE PROCESS FOR AUDIT OVERSIGHT OR IN THE SELECTION OF INDEPENDENT ACCOUNTANTS. BRYN MAWR TERRACE 773 E HAVERFORD ROAD BRYN MAWR PA 19010 208411287 NURSING HOME PA 501(C)(3) LINE 9 MAIN LINE SENIOR CARE 1 MAIN LINE SENIOR CARE 100 LANCASTER AVENUE WYNNEWOOD PA 19096 999999999 MANAGEMENT SERVICES PA 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 BRYN MAWR TERRACE D 437704 FMV BRYN MAWR TERRACE N 480000 FMV MAIN LINE SENIOR CARE D 35400 FMV