PASSAVANT RETIREMENT & HEALTH CENTER: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PASSAVANT RETIREMENT & HEALTH CENTER (EIN 25-0986051)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-13
- IRS object ID
- 201330449349301713
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-13T16:55:51-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET SUITE 800 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250986051 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASSAVANT RETIREMENT AND HEALTH CENTER | BusinessNameLine1 |
| Business Name Line2 | D/B/A PASSAVANT RETIREMENT COMMUNITY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PASS | NameControl |
| Phone | 7247422246 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 FREEDOM ROAD | AddressLine1 |
| City | CRANBERRY TOWNSHIP | City |
| State | PA | State |
| ZIP Code | 16066 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN Q DIGIROLAMO | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 7247422246 | Phone |
| Date Signed | 2013-02-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN R LENART EA | Name |
| PTIN | P00289136 | PTIN |
| Phone | 4126976400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID J FENOGLIETTO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 FREEDOM ROAD | AddressLine1 |
| City | CRANBERRY TOWNSHIP | City |
| State | PA | State |
| ZIP Code | 16066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 39122126 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LUTHERANSENIORLIFE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1905 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | CONTINUING CARE RETIREMENT COMMUNITY PROVIDING FAITH-BASED NON PROFIT SERVICES TO ELDERS IN WESTERN PENNSYLVANIA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 344 | TotalNbrEmployees |
| Total Nbr Volunteers | 371 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1098025 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 367541 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 24618698 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 23600967 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 326769 | InvestmentIncomePriorYear |
| Investment Income Current Year | -555911 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1252478 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1188365 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 27295970 | TotalRevenuePriorYear |
| Total Revenue Current Year | 24600962 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13156751 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13303924 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 11525998 | OtherExpensePriorYear |
| Other Expenses Current Year | 11671702 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 24682749 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24975626 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2613221 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -374664 | RevenuesLessExpensesCY |
| Total Assets BOY | 57155336 | TotalAssetsBOY |
| Total Assets EOY | 55500666 | TotalAssetsEOY |
| Total Liabilities BOY | 27084645 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 29158783 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 30070691 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 26341883 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PASSAVANT RETIREMENT COMMUNITY IS A 501(C)(3) CONTINUING CARE RETIREMENT COMMUNITY WITH A 100+ YEAR HISTORY OF PROVIDING FAITH-BASED, NON PROFIT SERVICES TO ELDERS IN WESTERN PENNSYLVANIA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 20243646 | Expense |
| Grants | 0 | Grants |
| Revenue | 24272370 | Revenue |
| Description | PASSAVANT RETIREMENT COMMUNITY IS A 501(C)(3) CONTINUING CARE RETIREMENT COMMUNITY WITH OVER 100 + YEARS OF HISTORY OF PROVIDING FAITH-BASED, NON PROFIT SERVICES TO ELDERS IN WESTERN PENNSYLVANIA. LOCATED ON 42 ACRES IN ZELIENOPLE, PA, PASSAVANT RETIREMENT COMMUNITY IS ONE OF THE LUTHERAN SENIORLIFE COMMUNITIES DEDICATED TO PROVIDING OPPORTUNITIES FOR SENIORS TO EXPERIENCE AN ABUNDANT LIFE. PASSAVANT PROVIDES RESIDENTIAL LIVING IN A NUMBER OF VENUES-COTTAGES, VILLAS AND APARTMENTS-PERSONAL CARE IN TWO VENUES AND LONG-TERM AND SKILLED NURSING CARE, AVERAGING 515 RESIDENTS PER MONTH ON CAMPUS DURING THE FISCAL YEAR. IN THE YEAR ENDING JUNE 30, 2012, PASSAVANT PROVIDED 48,908 DAYS OF NURSING SERVICES, 23,149 OF WHICH WERE COVERED THROUGH MEDICAL ASSISTANCE PAYMENTS. CENSUS DECLINED FROM PREVIOUS YEARS BUT THAT GRADUAL REDUCTION HAS BEEN DELIBERATE AS WE NEED TO REDUCE OUR OVERALL CENSUS WHEN WE MOVE INTO OUR NEW BUILDING. PASSAVANT IS DEVOTED TO IMPROVING THE LIFE SATISFACTION OF ITS RESIDENTS AND PROVIDING THEM OPPORTUNITIES TO LIVE LIFE ABUNDANTLY. PASAVANT CONTINUED TO MAKE RESIDENTS SECOND WIND DREAMS COME TRUE SO PASSAVANT TOOK RESIDENTS SAILING, FISHING AND HAVE ENABLED A RESIDENT AND HER HUSBAND TO LEARN SIGN LANGUAGE SO THEY COULD COMMUNICATE, JUST TO NAME A FEW. WE ALSO LAUNCHED AN IPOD PROGRAM AND PROVIDED IPODS LOADED WITH INDIVIDUAL PLAYLISTS FOR RESIDENTS WHO COULD MOST BENEFIT. THE RESULTS THAT WE HAVE WITNESSED AS A RESULT OF THE IPODS HAVE BEEN TRULY REMARKABLE.IN THE YEAR ENDING JUNE 30, 2012, PASSAVANT RETIREMENT COMMUNITY PROVIDED 56,912 DAYS OF SERVICE TO PERSONAL CARE RESIDENTS. BECAUSE RESIDENTS ACCEPTED INTO THE CONTINUUM ARE NOT ASKED TO LEAVE SHOULD THEY OUTLIVE THEIR RESOURCES, THE PERSONAL CARE LEVEL OF CARE IS WHERE MOST OF OUR BENEVOLENT CARE DOLLARS ARE SPENT. $426,557 OF PERSONAL CARE WAS PROVIDED AT WHATEVER THE RESIDENT COULD AFFORD TO CONTRIBUTE. DESPITE THIS, WE CONTINUE TO PROVIDE ALL PRIVATE PERSONAL CARE ACCOMMODATIONS IN TWO DISTINCT BUILDINGS. THE WAITING LIST REMAINS STRONG (6 MONTHS OR LONGER) FOR OUR PERSONAL CARE APARTMENTS AND CONSEQUENTLY OUR OCCUPANCY LEVELS ARE VERY STRONG AT 93%. RESIDENTS ARE ACTIVE VOLUNTEERING IN THE COMMUNITY. MANY OF THEM SERVE AS VOLUNTEER GREETERS OR CARE FRIENDS WHO VISIT THOSE WHO ARE MORE ISOLATED AND NEED ONE ON ONE VISITS. WITTENBERG PLACE, AN INDEPENDENT LIVING APARTMENT BUILDING OF 72 APARTMENTS, CONTINUED TO MAINTAIN A HEALTHY CENSUS OF 93.75% BY YEAR END. DUE TO THE FACT THAT MANY RESIDENTS HAVE RESIDED THERE FOR A LONG PERIOD OF TIME A NUMBER OF APARTMENTS ARE CURRENTLY BEING RENTED AT BELOW MARKET RATES. THE ASSISTANCE SUBSIDY PROVIDED TO THE RESIDENTS OF WITTENBERG BY PASSAVANT IS APPROXIMATELY $395,000 ANNUALLY. DUE TO THE BUILDING REPLACEMENT PROGRAM ON CAMPUS, APPROXIMATELY 40 OF THE OLDEST COTTAGES ON CAMPUS WERE DECONSTRUCTED TO PROVIDE LAND FOR THE NEW BUILDING. RESIDENTS IN THOSE COTTAGES WERE RELOCATED TO OTHER RESIDENCES ON CAMPUS. AS A RESULT THERE ARE NOW 73 COTTAGES ON PASSAVANTS CAMPUS WHERE INDEPENDENT AND ACTIVE SENIORS LIVE, WHICH INCLUDES TWO ORIGINAL COTTAGES ON OUR CAMPUS (CIRCA 1907). THESE TWO COTTAGES ARE BEING OCCUPIED BY YOUNGER SENIORS WHO ARE TRULY LOW INCOME AND AFFORDING US THE ABILITY TO EXPAND OUR SERVICES TO A MORE DIVERSE CLIENTELE. A NUMBER OF PASSAVANTS INDEPENDENT COTTAGES ARE RENTED AT BELOW THE CURRENT MARKET RATE. THE PASSAVANT COMMUNITY SUBSIDIZES THE COTTAGE RENTAL BY APPROXIMATELY $359,000 ANNUALLY. THERE ARE 42 RESIDENTIAL LIVING UNITS ON THE SOUTH END OF CAMPUS WHICH INCLUDE 18 VILLAS AND 24 MANOR HOME APARTMENTS. ALL OF THOSE UNITS ARE TWO BEDROOM TWO BATH UNITS. IN THE YEAR ENDING JUNE 30, 2012 17 VILLAS AND 24 MANOR HOME APARTMENTS WERE OCCUPIED YIELDING A 98.6% OCCUPANCY RATE. PASSAVANT BROKE GROUND ON A NEW MAIN BUILDING WHICH WILL HOUSE 102 SKILLED NURSING BEDS, 34 ASSISTED LIVING APARTMENTS, 20 RESIDENTIAL LIVING APARTMENTS, AS WELL AS THE COMMUNITY CENTER, FITNESS CENTER WHICH INCLUDES A POOL, AND ADMINISTRATIVE FUNCTIONS FOR THE COMMUNITY. THE NEW BUILDING IS SCHEDULED TO BE COMPLETE AND OCCUPIED IN FISCAL YEAR 2014. THE FITNESS CENTER WAS TEMPORARILY RELOCATED DUE TO THE CONSTRUCTION ON CAMPUS. DESPITE THE TEMPORARY LOCATION, WE CONTINUE TO PROVIDE PROGRAMMING TO THE COMMUNITY AT LARGE THROUGH THE HIGHMARK SILVERSNEAKERS EXERCISE PROGRAM AND HAVE OVER 485 PEOPLE REGISTERED AS PARTICIPANTS. PASSAVANT ALSO PROVIDED PREVENTATIVE HEALTH SERVICES THROUGH HIGHMARK TO RESIDENTS, EMPLOYEES COMMUNITY MEMBERS. THE FITNESS CENTER ALSO LAUNCHED ITS HEALTHY CONNECTIONS PROGRAM - A PERSONAL FITNESS PROGRAM FOR RESIDENTIAL LIVING RESIDENTS WHO ARE MORE HOMEBOUND. RESIDENTS ALL OVER CAMPUS HAD THE OPPORTUNITY TO PARTICIPATE IN MANY OF OUR ABUNDANT LIFE AND COMMUNITY LIFE PROGRAMS. PASSAVANT STARTED A SPECIAL NEEDS GROUP ON CAMPUS FOR SEVERAL OF OUR YOUNGER DEVELOPMENTALLY DISABLED RESIDENTS. PASSAVANT ALSO STARTED A READERS THEATRE, AND DANCE CLASSES THAT WERE ALL RUN BY RESIDENTS. RESIDENTS ALSO FOCUSED ON DEVELOPING RELATIONSHIPS WITH OUR LOCAL COMMUNITY. THEY ACTIVELY VOLUNTEERED AT THE LOCAL COMMUNITYS FESTIVALS AS WELL AS MET WITH LOCAL MUNICIPAL GOVERNMENT OFFICIALS TO BUILD RELATIONSHIPS. PASSAVANT ALSO FOSTERED RELATIONSHIPS WITH VARIOUS GROUPS LIKE THE PITTSBURGH BALLET AND CONTEMPORARY CRAFTS TO EXPAND OUR CULTURAL OFFERINGS ON CAMPUS, WHICH HAVE ALL BEEN WELL RECEIVED. THE CAMPUS IS ALSO HOME TO THE ZELIENOPLE SENIOR CENTER PROVIDING PROGRAMS AND SERVICES ALONG WITH A HOT LUNCH TO SENIORS ON CAMPUS AS WELL AS TO THE COMMUNITY. IT IS A WONDERFUL COMMUNITY OUTREACH WHICH WE ARE THRILLED TO HOST. | Description |
| Total Program Service Expense | 20243646 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 15 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 344 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SUSAN Q DIGIROLAMO | NamePerson |
| Telephone Number | 7247761100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 FREEDOM ROAD | AddressLine1 |
| City | CRANBERRY TOWNSHIP | City |
| State | PA | State |
| ZIP Code | 16066 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| LAURA ROY | ||||||
| EXECUTIVE DIRECTOR | 1.00 | X | X | 117025 | 0 | 32456 |
| DR ERIC D KOFMEHL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| REV ROBERT MUSSER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHARLES E SNYDER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID J FENOGLIETTO | ||||||
| CHIEF EXECUTIVE OFFICER | 1.00 | X | X | 0 | 267463 | 74535 |
| SUSAN Q DIGIROLAMO | ||||||
| CHIEF FINANCIAL OFFICER | 1.00 | X | X | 0 | 128746 | 39110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 117025 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 396209 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 146101 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| DCK NORTH AMERICA | |||||
| 1 PPG PLACE - 27TH FLOOR | PITTSBURGH | PA | 15222 | CONSTRUCTION | 4946501 |
| MORRISON MANAGEMENT SPECIALISTS | |||||
| 5801 PEACHTREE DUNWOODY DRIVE | ATLANTA | GA | 30342 | DINING | 1641267 |
| NOELKER AND HULL ASSOC INC | |||||
| 30 WEST KING STREET | CHAMBERSBURG | PA | 17201 | PROFESSIONAL | 1401666 |
| GALINO CONSTRUCTION | |||||
| 475 CHAPEL ROAD | BEAVER | PA | 15009 | CONSTRUCTION | 421634 |
| CIVIL AND ENVIRONMENTAL CONSULTANTS | |||||
| PO BOX 644246 | PITTSBURGH | PA | 15264 | PROFESSIONAL | 295950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 367541 | AllOtherContributions |
| Noncash Contributions | 24387 | NoncashContributions |
| Total Contributions | 367541 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT SERVICE REVENU | 623000 | 12185790 | 12185790 |
| RESIDENT SERVICE REVEN | 623000 | 7460097 | 7460097 |
| ASSISTED LIVING REVENU | 623000 | 3955080 | 3955080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 23600967 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 298494 | TotalRevenueColumn |
| Exclusion | $298,494 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 77448 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 90760 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -13312 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -13312 | TotalRevenueColumn |
| Exclusion | -$13,312 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13575999 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13372049 | Securities |
| Other | 1058355 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 203950 | Securities |
| Other | -1058355 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -854405 | TotalRevenueColumn |
| Exclusion | -$854,405 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| NURSING HOME ASSESSMEN | 623000 | 555859 | 555859 | |
| MISCELLANEOUS | 900099 | 530274 | $530,274 | |
| MANAGEMENT INCOME | 623000 | 115544 | 115544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1201677 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 24600962 | TotalRevenueColumn |
| Related Or Exempt Function Income | 24272370 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$38,949 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149481 | Total |
| Program Services | 128554 | ProgramServices |
| Management And General | 20927 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10491055 | Total |
| Program Services | 8984874 | ProgramServices |
| Management And General | 1506181 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 178335 | Total |
| Program Services | 152741 | ProgramServices |
| Management And General | 25594 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1785342 | Total |
| Program Services | 1769217 | ProgramServices |
| Management And General | 16125 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 699711 | Total |
| Program Services | 599290 | ProgramServices |
| Management And General | 100421 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1487650 | Total |
| Management And General | 1487650 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37480 | Total |
| Program Services | 11223 | ProgramServices |
| Management And General | 26257 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27243 | Total |
| Management And General | 27243 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2864907 | Total |
| Program Services | 2589931 | ProgramServices |
| Management And General | 274976 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24012 | Total |
| Management And General | 24012 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 427301 | Total |
| Program Services | 246819 | ProgramServices |
| Management And General | 180482 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 923908 | Total |
| Program Services | 923908 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11215 | Total |
| Program Services | 6676 | ProgramServices |
| Management And General | 4539 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17389 | Total |
| Program Services | 8036 | ProgramServices |
| Management And General | 9353 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 361953 | Total |
| Program Services | 361953 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2795912 | Total |
| Program Services | 2795912 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 291643 | Total |
| Program Services | 39 | ProgramServices |
| Management And General | 291604 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESIDENT | 1119216 | 1006895 | 112321 | 0 |
| MAINTENANCE & EQUIPMENT | 739447 | 632053 | 107394 | 0 |
| NURSING HOME ASSESSMENT | 290171 | 0 | 290171 | 0 |
| BAD DEBT | 112913 | 0 | 112913 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139342 | Total |
| Program Services | 25525 | ProgramServices |
| Management And General | 113817 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24975626 | Total |
| Program Services | 20243646 | ProgramServices |
| Management And General | 4731980 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2100 | BOY |
| EOY | 2100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1940501 | BOY |
| EOY | 1595376 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5782 | BOY |
| EOY | 8871 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1670328 | BOY |
| EOY | 1732016 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65270 | BOY |
| EOY | 64441 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 369192 | BOY |
| EOY | 221515 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 69163651 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 36166989 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26823624 | BOY |
| EOY | 32996662 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 21877546 | BOY |
| EOY | 15713569 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1817590 | BOY |
| EOY | 74262 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2583403 | BOY |
| EOY | 3091854 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57155336 | BOY |
| EOY | 55500666 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1744026 | BOY |
| EOY | 2871428 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3132466 | BOY |
| EOY | 2573199 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14441019 | BOY |
| EOY | 16152806 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7767134 | BOY |
| EOY | 7561350 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27084645 | BOY |
| EOY | 29158783 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27650799 | BOY |
| EOY | 23995927 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 290365 | BOY |
| EOY | 242298 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2129527 | BOY |
| EOY | 2103658 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30070691 | BOY |
| EOY | 26341883 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57155336 | BOY |
| EOY | 55500666 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -374664 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -3354144 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 429954 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1284197 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 324782 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1098025 | CurrentTaxYearMinus1Year |
| Current Tax Year | 367541 | CurrentTaxYear |
| Total | 3504499 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21960376 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22881427 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24001699 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24618698 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23600967 | CurrentTaxYear |
| Total | 117063167 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22390330 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24165624 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24326481 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25716723 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23968508 | CurrentTaxYear |
| Total | 120567666 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 120567666 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 739305 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 417878 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 309128 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 329807 | CurrentTaxYearMinus1Year |
| Current Tax Year | 375942 | CurrentTaxYear |
| Total | 2172060 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 739305 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 417878 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 309128 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 329807 | CurrentTaxYearMinus1Year |
| Current Tax Year | 375942 | CurrentTaxYear |
| Total | 2172060 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 742172 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1029462 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1178733 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1261499 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1201677 | CurrentTaxYear |
| Total | 5413543 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23871807 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 25612964 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25814342 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27308029 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25546127 | CurrentTaxYear |
| Total | 128153269 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94080 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94280 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01690 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02000 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 125757 | OtherCostOrOtherBasis |
| Book Value | 125757 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 50037211 | OtherCostOrOtherBasis |
| Depreciation | 29385810 | Depreciation |
| Book Value | 20651401 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1067837 | OtherCostOrOtherBasis |
| Depreciation | 687834 | Depreciation |
| Book Value | 380003 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7889853 | OtherCostOrOtherBasis |
| Depreciation | 6093345 | Depreciation |
| Book Value | 1796508 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10042993 | OtherCostOrOtherBasis |
| Book Value | 10042993 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 32996662 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COSTS | 688047 |
| BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS | 174659 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 1382741 |
| AFFILIATE RECEIVABLES | 845395 |
| AMOUNTS DUE FROM THIRD-PARTY PAYORS | 1012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 3091854 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR RESIDENTS | $74,262 |
| AFFILIATE PAYABLES | $172,650 |
| REFUNDABLE ADVANCE FEES | $7,237,439 |
| DUE TO THIRD PARTY PAYER | $76,999 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7561350 | TotalOfAmounts |
| Total Revenue | 24600962 | TotalRevenue |
| Total Expenses | 24975626 | TotalExpenses |
| Excess Or Deficit For Year | -374664 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3315085 | NetUnrealizedGLOnInvestments |
| Other | -$39,059 | OtherAmount |
| Total Adjustments | -3354144 | TotalAdjustments |
| Excess Or Deficit Per FS | -3728808 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 21337578 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3315085 | NetUnrealizedGainsInvestments |
| Other Revenues | -39059 | OtherRevenues |
| Revenue Not Rptd F990 | -3354144 | RevenueNotRptdF990 |
| Revenue Subtotal | 24691722 | RevenueSubtotal |
| Other Revenues Not Included | -90760 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -90760 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 24600962 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25066386 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 90760 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 90760 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24975626 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24975626 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | PASSAVANT ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY 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 IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2012 AND 2011. PASSAVANT'S FEDERAL INCOME TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES FOR YEARS BEFORE 2009. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | VALUATION LOSS, BENEFICIAL INTEREST IN PERPETUAL TRUSTS -25,869. VALUATION LOSS, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -13,190. TOTAL TO SCHEDULE D, PART XI, LINE 8: -39,059. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | VALUATION LOSS, BENEFICIAL INTEREST IN PERPETUAL TRUSTS -25,869. VALUATION LOSS, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -13,190. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -90,760. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 90,760. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID J FENOGLIETTO | |||||||||||||
| 0 | 267463 | 0 | 0 | 0 | 0 | 0 | 8204 | 0 | 66331 | 0 | 341998 | 0 | 0 |
| SUSAN Q DIGIROLAMO | |||||||||||||
| 0 | 128746 | 0 | 0 | 0 | 0 | 0 | 7181 | 0 | 31929 | 0 | 167856 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | EMAILED A COPY OF THE FINAL FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REQUIRED FROM ALL BOARD MEMBERS AND EXECUTIVES. | |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE OF THE LUTHERAN SENIORLIFE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW IN JULY. THE VP OF HUMAN RESOURCES COMPILES MARKET INFORMATION FOR THE COMMITTEES REVIEW. THE BOARD THEN DETERMINES THE COMPENSATION FOR THE CEO. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND TAX FORMS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,315,085. VALUATION LOSS, BENEFICIAL INTEREST IN PERPETUAL TRUSTS -25,869. VALUATION LOSS, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS -13,190. TOTAL TO FORM 990, PART XI, LINE 5: -3,354,144. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C | NO CHANGE IN OVERSIGHT PROCESS IN THE CURRENT YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LUTHERAN SENIORLIFE | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251527666 | TO PROVIDE SUPPORT AND MANAGEMENT TO EXEMPT AFFILIATES | PA | 501(C)(3) | LINE 11A, I | N/A | 0 | |
| ST JOHN LUTHERAN CARE CENTER DBA ST JOHN SPECIALTY CARE CENTER | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 250969478 | SKILLED NURSING AND PERSONAL CARE FACILITY SERVING MORE THAN 300 RESIDENTS | PA | 501(C)(3) | LINE 9 | 1 | LUTHERAN SENIORLIFE | |
| LUTHER COURT INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251527660 | TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY | PA | 501(C)(3) | LINE 9 | 1 | LUTHERAN SENIORLIFE | |
| LAS GERIATRIC CARE SERVICES INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251738347 | PROVIDER OF MEDICAL GERIATRIC THERAPY SERVICES TO ITS EXEMPT AFFILIATES | PA | 501(C)(3) | LINE 9 | 1 | LUTHERAN SENIORLIFE | |
| LUTHERAN SENIORLIFE FOUNDATION | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251705233 | ORGANIZATION THAT PROMOTES THE CHARITABLE INTERESTS OF ITS EXEMPT AFFILIATES | PA | 501(C)(3) | LINE 7 | 1 | LUTHERAN SENIORLIFE | |
| SAMARITAN HEALTH CARE INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251527663 | TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY | PA | 501(C)(3) | LINE 9 | 1 | LUTHERAN SENIORLIFE | |
| VIECARE INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 205900922 | PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY | PA | 501(C)(3) | LINE 7 | 1 | LUTHERAN SENIORLIFE | |
| VIECARE BEAVER LLC DBA LIFE BEAVER AND LAWRENCE COUNTIES | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 260363509 | PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY | PA | 501(C)(3) | LINE 7 | 1 | LUTHERAN SENIORLIFE | |
| VIECARE BUTLER LLC DBA LIFE BUTLER COUNTY | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 208512169 | PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY | PA | 501(C)(3) | LINE 7 | 1 | LUTHERAN SENIORLIFE | |
| MARS HOLDINGS INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251883384 | DEVELOPING ALZHEIMERS FACILITY PROVIDING ASSISTED LIVING SERVICES | PA | 501(C)(3) | LINE 11A, I | 1 | LUTHERAN SENIORLIFE | |
| BEHOME PARTNERS | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 202932676 | PROVIDER OF HOME HEALTH SERVICES IN SKILLED NURSING, THERAPY, & PRIVATE DUTY | PA | 501(C)(3) | LINE 9 | 1 | LUTHERAN SENIORLIFE | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMON PROPERTY DEVELOPMENT COMPANY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 FREEDOM ROAD | AddressLine1 |
| City | CRANBERRY TOWNSHIP | City |
| State | PA | State |
| ZIP Code | 16066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205133658 | EIN |
| Primary Activity | PROVIDER OF SENIOR HOUSING | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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