2013-05-13T09:34:21-05:00 2012-06-30 232932984 PARENTEBEARD LLC 1650 MARKET STREET STE 4500 PHILADELPHIA PA 191037341 990 2011-07-01 231314352 QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY QUAR 7177867321 625 ROBERT FULTON HIGHWAY QUARRYVILLE PA 175661400 DIANE E ASTON 7177867321 2013-05-09 1 JULIUS C GREEN CPA JD P00350393 2159720701 2011 2016-02-24 21:20:13Z ROBERT B HAYWARD JR 625 ROBERT FULTON HIGHWAY QUARRYVILLE PA 175661400 35861489 0 X WWW.QUARRYVILLE.COM X 1948 PA 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. 12 11 491 122 219929 35518 49371 62715 21165619 20782715 597576 379240 197865 238354 22010431 21463024 0 327891 0 0 11207848 11033689 0 0 0 8368769 8423675 19576617 19785255 2433814 1677769 51377737 52898378 41573109 44411391 9804628 8486987 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 9051422 0 11516820 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 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, 251 INDIVIDUALS WERE SERVED. AS OF 6/30/2012 THERE WERE 106 RESIDENTS RECEIVING SKILLED CARE SERVICES AND WE PROVIDED $1,612,457 WORTH OF UNREIMBURSED CARE TO MEDICAL ASSISTANCE RESIDENTS AS PART OF OUR CHARITABLE MISSION. 4976691 0 4053062 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, 226 INDIVIDUALS WERE SERVED. AS OF 6/30/2012 THERE WERE 198 RESIDENTS OCCUPYING RESIDENTIAL APARTMENTS AND COTTAGES. 3355089 0 3948040 IN OUR PERSONAL CARE CENTER QV PROVIDES ASSISTANCE WITH THE TASKS OF DAILY LIVING UNDER THE 24 HOUR SUPERVISION OF A REGISTERED 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, 109 INDIVIDUALS WERE SERVED. AS OF 6/30/2012, THERE WERE 66 RESIDENTS OCCUPYING PERSONAL CARE APARTMENTS PROVIDED. 17383202 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 0 1 106 0 1 491 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 LEONARD BROWN RESIGNED 3612 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 JOHN RENDER RESIGNED 6812 1.00 X 0 0 0 DR DAVID WESTON 1.00 X 0 0 0 ROBERT HAYWARD JR 40.00 X X 188467 0 36627 DR CHARLES HARTZEL 1.00 X 0 0 0 JONATHAN SNELLER 1.00 X 0 0 0 DIANE ASTON 40.00 X 131460 0 29980 STEVE PHILLIPS 40.00 X 65937 0 15332 385864 0 81939 2 0 1 0 BK CAMPBELL ENTERPRISES INC 1771 LIMESTONE ROAD COCHRANVILLE PA 19330 BUILDING CONTRACTORS 1848888 SELECT REHABILITATION INC PO BOX 809056 CHICAGO IL 60680 THERAPY SERVICES 429568 ANDREWS EXCAVATING INC 5 W WILLOW ROAD WILLOW STREET PA 17584 EXCAVATING 290597 3 62715 600 62715 SKILLED CARE SERVICES 623000 11560462 11516820 43642 RESIDENTIAL LIVING SER 623000 5274213 4053062 1221151 PERSONAL CARE SERVICES 623000 3948040 3948040 20782715 345056 345056 69576 47369 22207 22207 22207 14353792 31488 14331005 20091 22787 11397 34184 11460 22724 FARM OPERATION 110000 208469 208469 OTHER INCOME 900099 7678 7678 216147 21463024 19517922 219929 1662458 327891 327891 579185 198348 380837 8155003 7529927 625076 154098 55030 99068 1508394 1363755 144639 637009 573846 63163 34829 34829 107061 7704 99357 1044 1044 109803 109803 1112248 1008944 103304 262571 262571 2182738 2045175 137563 48143 4863 43280 1394225 1387588 6637 33028 26334 6694 19475 7771 11704 153531 153531 2181318 1949260 232058 141695 119902 21793 NH ASSESSMENT TAX 273821 273821 FARM EXPENSES 192417 192417 RESIDENT/EMPLOYEE EXPEN 175728 86941 88787 19785255 17383202 2402053 0 29237 155084 3240220 2782872 1641035 2028158 417545 512317 74841562 37754231 36017840 37087331 9781030 10094236 65509 59906 126090 119243 59231 59231 51377737 52898378 2338860 2478680 8244495 8919996 13355000 12920000 67451 52135 651518 1131171 16915785 18909409 41573109 44411391 X 9772407 8454765 22221 22222 10000 10000 9804628 8486987 51377737 52898378 X 1677769 -2995410 X X 0 1 1 X 0 X 417088 24936 269946 49371 62715 824056 14033928 17141547 17591572 19900151 19517922 88185120 2072896 1311084 1281878 1265468 1264793 7196119 16523912 18477567 19143396 21214990 20845430 96205295 6000 9000 6000 24020 1610 46630 0 6000 9000 6000 24020 1610 46630 96158665 823742 678561 497579 414667 414632 2829181 823742 678561 497579 414667 414632 2829181 81163 2386 200890 219929 504368 125052 71744 282943 7330 7678 494747 17553869 19230258 19923918 21837877 21487669 100033591 0.96130 0.95670 0.02830 0.03380 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1044 1044 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO A MEMBER ORGANIZATION (PANPHA & AAHSA PAID TO LEADING AGE) DEDICATED TO ISSUES INVOLVING CONTINUING CARE FACILITIES AND HELP AND SUPPORT FOR THE ELDERLY. THE PERCENTAGE OF DUES DEDICATED TO LOBBYING IS 5.3%. THE ORGANIZATION PAID $19,691 IN DUES FOR A TOTAL OF $1,044 DUES ALLOCATED TO LOBBYING. 0 1 12387 1 12388 12360 27 12387 12334 26 12360 12235 99 12334 0.81000 0.19000 0 0 14906 975390 990296 439859 32296945 15490985 17245819 16225 10863596 7770559 3109262 223962 30010679 14492687 15741954 37087331 LIABILITIES TO RESIDENTS 11027688 ACCRUED PENSION LIABILITY 7881721 18909409 21463024 19785255 1677769 -69989 -2925421 -2995410 -1317641 18187092 -69989 -3205943 -3275932 21463024 0 21463024 19504733 47369 47369 19457364 327891 327891 19785255 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. 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: 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 2012 AND 2011. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2011, 2010, AND 2009 REMAIN SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: MINIMUM PENSION LIABILITY ADJUSTMENT -4,188,421. CHANGE IN OBLIGATION TO PROVIDE FUTURE SERVICES 1,263,000. TOTAL TO SCHEDULE D, PART XI, LINE 8: -2,925,421. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 47,369. DIACONAL SUPPORT -327,891. MINIMUM PENSION LIABILITY ADJUSTMENT -4,188,421. CHANGE IN OBLIGATION TO PROVIDE FUTURE SERVICES 1,263,000. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 47,369. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DIACONAL SUPPORT 327,891. 1 CHARITY CARE IS PROVIDED TO RESIDENTS OF QPRC WHO HAVE RUN OUT OF MONEY. 21 0 327891 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 THAT 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 1 1 X X X X 0 0 0 0 0 0 0 1 0 ROBERT HAYWARD JR 170715 0 16050 0 1702 0 4840 0 31787 0 225094 0 0 0 DIANE ASTON 106178 0 25050 0 232 0 3424 0 26556 0 161440 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. PART I, LINE 7 BONUSES PAID TO TOP OFFICERS OF THE CORPORATION ARE RECOMMENDED TO THE BOARD OF DIRECTORS BY THE COMPENSATION COMMITTEE. 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) IS THE SON-IN-LAW OF BRUCE FIOL (BOARD MEMBER) 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 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 REPORTED TO THE HEAD OF THE ETHICS COMMITTEE AND THE CFO. 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 OFFICER'S SALARY IS 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, WHICH INCLUDES KEY EMPLOYEES. 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 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -69,989. MINIMUM PENSION LIABILITY ADJUSTMENT -4,188,421. CHANGE IN OBLIGATION TO PROVIDE FUTURE SERVICES 1,263,000. TOTAL TO FORM 990, PART XI, LINE 5: -2,995,410. AUDIT OVERSIGHT: FORM 990, PAGE 12, PART XII, LINE 2C THE AUDIT AND FINANCE COMMITTEE BOARD MEMBERS OVERSEE THE SELECTION OF THE INDEPENDENT AUDITORS, THE REVIEW OF INVESTMENT STATEMENTS, AND OF THE AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.