2013-11-15T09:35:38-06:00 2012-12-31 410746749 CLIFTONLARSONALLEN LLP 610 WEST GERMANTOWN PIKE SUITE 400 PLYMOUTH MEETING PA 19462 990 2012-01-01 232090256 MARTINS RUN MART 6103537660 11 MARTINS RUN MEDIA PA 19063 LINDA STERTHOUS 6103537660 2013-11-14 1 JAMES D WATSON P01450300 2156433900 2012 2016-02-25 16:41:14Z MARTINS RUN LINDA STERTHOUS 11 MARTINS RUN MEDIA PA 19063 16726743 0 X WWW.MARTINSRUN.ORG X 1978 PA TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY 23 23 296 70 4424 0 530555 241235 14047921 14517190 177669 281283 368151 344324 15124296 15384032 0 0 0 0 7041086 7236586 0 26000 26000 9409563 9576067 16450649 16838653 -1326353 -1454621 24820127 23999909 23562171 24066934 1257956 -67025 X MARTINS RUN OFFERS INDEPENDENT LIVING APARTMENTS, PERSONAL CARE, AND SKILLED NURSING CARE THAT FOSTER SENIORS' INDEPENDENCE, DIGNITY, AND WELLBEING. CHARITABLE SUPPORT HELPS US TO ENHANCE OUR RESIDENTS' QUALITY OF LIFE BY ENABLING US TO PROVIDE: ENHANCED CULTURAL, EDUCATIONAL, AND RECREATIONAL PROGRAMS THAT KEEP OUR RESIDENTS ACTIVE AND ENGAGED; NEW TECHNOLOGY THAT IMPROVES THE QUALITY OF CARE AND RESIDENT LIFE; AND UPDATED CAMPUS FACILITIES.THE GENEROSITY OF OUR DONORS ALSO MAKES IT POSSIBLE FOR US TO PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS WHO HAVE OUTLIVED THEIR RESOURCES, THUS ENABLING THEM TO REMAIN IN OUR COMMUNITY. IT ALSO HELPS US BRIDGE THE GAP BETWEEN REIMBURSEMENT AND THE COST OF CARE FOR OUR RESIDENTS RECEIVING SKILLED NURSING CARE WHO DEPEND ON MEDICAL ASSISTANCE. AS A COMMUNITY WITH A 33-YEAR HISTORY OF SERVING JEWISH ELDERS, WE ALSO WELCOME AND SERVE PEOPLE OF ALL FAITH TRADITIONS. 0 0 12932533 14517190 SENIOR HOUSING, HEALTH CARE AND RELATED SERVICES PROVIDED THROUGH THE OPERATIONS OF A 60 BED SKILLED NURSING HOME, 30 BED PERSONAL CARE UNIT AND 168 INDEPENDENT LIVING UNITS. WITH A MISSION TO ENRICH THE LIVES OF ITS RESIDENTS THROUGH A FOCUS ON THE WHOLE PERSON - MIND, BODY AND SPIRIT. 12932533 1 1 0 0 0 0 0 1 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 28 0 296 1 1 1 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 PA X X MICHAEL MCGLONE CFO 6103537660 11 MARTINS RUN MEDIA PA 19063 LENORE H FORSTED ESQ 4.00 1.00 X X 0 0 0 DAVID BRAWER AIA 2.00 1.00 X X 0 0 0 PETER BODENHEIMER 1.00 1.00 X 0 0 0 LARRY S GERSHMAN 2.00 1.00 X X 0 0 0 MARC SHAMES CPA 2.00 1.00 X X 0 0 0 BETH ROTHSCHILD 2.00 1.00 X X 0 0 0 DR PHILIP BENDITT 2.00 1.00 X X 0 0 0 SUSAN ELLMAN 1.00 1.00 X 0 0 0 ETHEL HAMBURGER 1.00 1.00 X 0 0 0 SADIE HOFSTEIN 1.00 1.00 X 0 0 0 MADELEIN KESSLER 1.00 1.00 X 0 0 0 JORDAN KLEAR 1.00 1.00 X 0 0 0 WILLIAM D LUTERMAN 1.00 1.00 X 0 0 0 BLANCHE REDNOR CPA 1.00 1.00 X 0 0 0 ELLEN BERGER REUBEN 1.00 1.00 X 0 0 0 DAVID P RITTENBERG 2.00 1.00 X X 0 0 0 ELLIOT ROSEN 1.00 1.00 X 0 0 0 RICHARD THAL 1.00 1.00 X 0 0 0 BARBARA WALD 1.00 1.00 X 0 0 0 DR FRED WEINBLATT 1.00 1.00 X 0 0 0 CAROLYN S GOLDMAN 1.00 1.00 X 0 0 0 BARBARA BREE SHAAB 1.00 1.00 X 0 0 0 SHEILA SCHNEIDER 1.00 1.00 X 0 0 0 ANN DANISH 1.00 1.00 X 0 0 0 LINDA STERTHOUS 40.00 1.00 X 172867 0 11308 LORRAINE DELLA FRANCO 40.00 1.00 X 145102 0 8287 STEVEN WISNIEWSKI 40.00 1.00 X 134971 0 17284 452940 0 36879 3 1 1 0 MORRISON MGM SPECIALIST PO BOX 102289 ATLANTA GA 303682289 FOOD SERVICE 1234347 SELECT REHABILITATION 100 E LANCASTER AVE MERION STATION PA 19066 HEALTHCARE PROVIDER 546718 BOYD-TAMNEY-CROSS INC 994 OLD EAGLE SCHOOL ROAD SUITE 101 WAYNE PA 19087 ADVERTISING 261128 UR NEW HOME LLC PO BOX 401 SWARTHMORE PA 19081 RENOVATIONS 229885 CONTRACT PHARMACY SERVICES 125 TITUS AVENUE WARRINGTON PA 18976 PHARMACY VENDOR 121636 5 82505 158730 241235 INDEPENDENT LIVING UNIT 623000 5228784 5228784 NET RESIDENT SERVICE REVENUES 623000 4585576 4585576 AMORTIZATION OF ENTRANCE FEES 623000 3349060 3349060 PERSONAL CARE REVENUE 623000 1349145 1349145 COMPANION SERVICES 623000 4625 4625 14517190 142807 142807 15600 915 14685 14685 14685 1411566 1273090 138476 138476 138476 29946 82505 40293 -10347 -10347 32837 28413 4424 4424 MEALS INCOME-GUESTS 900099 201863 201863 MISCELLANEOUS INCOME 900099 133699 133699 335562 15384032 14517190 4424 621183 X 643449 643449 4986164 4740551 245613 107168 89629 17539 1499805 1254346 245459 34292 34292 50975 50975 26000 26000 2234122 2013815 220307 646646 646646 2067134 824783 1242351 867266 867266 281064 281064 1696371 1696371 252425 252425 FOOD 902624 902624 543148 543148 16838653 12932533 3880120 26000 690237 161410 2350879 3017610 1437662 1950190 21922 53468 442846 479774 35120659 18478882 17553794 16641777 2212435 1609850 110352 85830 24820127 23999909 1136321 1971326 14996193 14428674 626961 1046530 6796960 6605050 5736 15354 23562171 24066934 X 221994 -1087180 858154 842347 177808 177808 1257956 -67025 24820127 23999909 -1454621 129640 0 X X 0 1 X 1 0 X 174506 253957 367768 530555 258572 1585358 14430862 13909816 13782129 14047921 14517190 70687918 14605368 14163773 14149897 14578476 14775762 72273276 65891 147022 334821 7525 555259 0 65891 147022 334821 7525 555259 71718017 134244 76692 138313 139759 296883 785891 134244 76692 138313 139759 296883 785891 271491 264866 321076 384965 348171 1590569 15011103 14505331 14609286 15103200 15420816 74649736 0.96070 0.96080 0.01050 0.00950 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: GUEST MEALS AND ANCILLARY INCOME OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 1 X 212817 55475 177808 240888 86628 212817 177808 -1422 176386 177808 177808 177808 177808 0.00000 0.00000 1.00000 0 0 1314794 1314794 28688052 14571444 14116608 4512980 3753256 759724 604833 154182 450651 16641777 CHARITABLE GIFT ANNUITIES 10654 CURRENT PORTION GIFT ANNUITY 4700 15354 X PART III, LINE 4: MARTINS RUN HAS BEEN LOANED, INDEFINATELY, TORAH SCROLLS FROM THE HOLOCAUST. THESE SCROLLS WERE PROTECTED DURING WORLD WAR II AND SUBSEQUENTLY BEEN MADE KOSHER. THE SCROLLS ARE USED FOR SPECIAL SERVICES TO CONNECT THE RESIDENTS WITH THEIR HISTORY. PART IV, LINE 2B: APPLICANTS FOR AN INDEPENDENT LIVING UNIT ARE REQUIRED TO MAKE A REFUNDABLE DEPOSIT OF TEN PERCENT OF THE PROPOSED ENTRANCE FEE WHEN THE APPLICATION IS FILED. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO FUND RESIDENTS WHO HAVE RUN OUT OF FUNDS DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: MARTINS RUN IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501 (A) OF THE INTERNAL REVENUE CODE. 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 MARTINS RUN'S FINANCIAL STATEMENTS. MARTINS RUN'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. MARTINS RUN IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. MARTINS RUN 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 2008 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. X X X 1 SHELLEY BENEDICT CONSULTING LLC 152 HIGHLAND CIRCLE BALA CYNWYD PA 19004 FUNDRAISING CONSULTATION 0 37221 25680 11541 37221 25680 11541 PA LEADERSHIP AWARD 79185 54377 24808 4709 269 5531 800 13532 WALK-A-THON 33266 28128 5138 15452 112451 82505 29946 4709 269 5531 800 28984 40293 -10347 X X X 0 0 0 0 0 0 0 0 0 LINDA STERTHOUS 167323 0 0 0 5544 0 3643 0 7665 0 184175 0 0 0 LORRAINE DELLA FRANCO 145102 0 0 0 0 0 508 0 7779 0 153389 0 0 0 STEVEN WISNIEWSKI 125967 0 9004 0 0 0 2684 0 14600 0 152255 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF TRUSTEES MAY DELEGATE FROM TIME TO TIME CERTAIN POWERS TO THE CHAIR AND EXECUTIVE COMMITTEE AS MAY BE NEEDED OR AS MAY BE REQUIRED TO TRANSACT BUSINESS ON BEHALF OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT PREPARES THE BASE INFORMATION. MANAGEMENT SENDS THE PREPARED INFORMATION TO A THIRD PARTY FOR REVIEW AND SUBMISSION. ONCE THE THIRD PARTY COMPLETES THE FORM, THE BUDGET AND FINANCE COMMITTEE WILL REVIEW FINAL DRAFTS PREPARED BY THE THIRD PARTY. IF NO OBJECTIONS ARE NOTED, APPROVAL IS GIVEN TO THE THIRD PARTY TO FILE. FORM 990, PART VI, SECTION B, LINE 12C NO PART OF THE NET EARNINGS OF THE CORPORATION SHALL INURE TO THE BENEFIT OF OR WILL BE DISTRIBUTABLE TO ITS DIRECTORS, OFFICERS, OR OTHER PRIVATE PERSONS. NO OFFICER, DIRECTOR, TRUSTEE OR EMPLOYEE OR THEIR SPOUSES SHALL BE INVOLVED IN A RELATIONSHIP WITH ANY PROFESSIONAL SERVICE, FIRM, ASSOCIATION, TRUST, PARTNERSHIP, OR CORPORATION WHICH DOES, WILL, OR MAY PROVIDE GOODS, LEASES, OR SERVICES TO THE FACILITY UNLESS SUCH RELATIONSHIP IS MADE PUBLIC TO THE BOARD IN WRITING AND SAID INDIVIDUAL RECUSES HIM/HERSELF FROM ANY DISCUSSIONS OR VOTES RELATING TO SUCH RELATIONSHIP. IN ADDITION, NO OFFICER, DIRECTOR, OR TRUSTEE SHALL BE EMPLOYED OR SERVE ON A BOARD OR COMMITTEE OF ANY ORGANIZATION THAT DIRECTLY COMPETES WITH MARTINS RUN. IT IS THE INTENT OF THE BOARD TO MINIMIZE OR ELIMINATE ANY SUCH CONFLICTS OR APPEARANCES OF CONFLICT OF INTEREST. IN THE EVENT THAT A MATTER ARISES WHERE THERE IS A PERCEIVED, POTENTIAL, OR ACTUAL CONFLICT AFTER SIGNING THE YEARLY ACKNOWLEDGEMENT FORM, THE BOARD MEMBER AGREES TO UNDERTAKE THE FOLLOWING PROCEDURES: DISCLOSE ORALLY OR IN WRITING, AS APPROPRIATE, TO THE FULL BOARD ANY TRANSACTION OR INTEREST WHICH RESULTS OR COULD RESULT IN A CONFLICT OR APPEARANCE OF A CONFLICT BETWEEN THE INTEREST OF MARTINS RUN AND HIS/HER PERSONAL INTEREST. THIS INCLUDES ANY INTEREST WITH WHICH THE BOARD MEMBER OR A MEMBER OF HIS/HER IMMEDIATE FAMILY IS ASSOCIATED. RECUSE HIMSELF/HERSELF FROM PARTICIPATION IN ANY SUCH DECISIONS AND DISCUSSIONS. DETERMINE WITH THE BOARD CHAIR, BY-LAWS CHAIR, AND THE CEO WHETHER ANY ACTION IS REQUIRED. IF NECESSARY, THE BOARD MEMBER MAY BE REQUIRED TO DIVEST HIMSELF/HERSELF OF THE RELATIONSHIP WHICH GIVES RISE TO THE CONFLICT, OR RESIGN FROM THE BOARD IMMEDIATELY. FORM 990, PART VI, SECTION B, LINE 15A A LEADING AGE PA WAGE SURVEY WAS USED TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL. IN ADDITION, THE EXECUTIVE COMMITTEE COMPARISION OF LEADING AGE PA STATISTICS ARE TAKEN INTO CONSIDERATION. FISCAL YEAR 2012 WAS THE MOST RECENT YEAR THE APPROVAL PROCESS HAS BEEN REVIEWED. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G FEES FOR OTHER SERVICES: PROGRAM SERVICE EXPENSES 2,013,815. MANAGEMENT AND GENERAL EXPENSES 220,307. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,234,122. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MARTINS RUN HOME PARTNERS 11 MARTINS RUN MEDIA PA 19063 272268177 OPERATES A HOME CARE AGENCY. PA 501(C)(3) 9 MARTINS RUN 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 MARTINS RUN HOME PARTNERS D 323783 FMV