PENNSWOOD VILLAGE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PENNSWOOD VILLAGE (EIN 23-2021541)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2026-02-13
- IRS object ID
- 202630449349300518
- Schema version
- 2024v5.5
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-13T08:56:35-06:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232021541 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNSWOOD VILLAGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENN | BusinessNameControlTxt |
| Phone | 2159689110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 NEWTOWN-LANGHORNE RD | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM MCQUAID | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2159689110 | PhoneNum |
| Signature | 2026-02-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2026-02-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DANIEL MURRAY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 NEWTOWN-LANGHORNE RD | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $73,005,286 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PENNSWOOD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDES RESIDENTIAL, HEALTH, AND COMMUNITY SERVICES FOR INDIVIDUALS AGE 65 AND OLDER. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 543 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $547,897 | PYContributionsGrantsAmt |
| CY Contributions Grants | $831,531 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,396,857 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,823,769 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,228,860 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,924,275 | CYInvestmentIncomeAmt |
| PY Other Revenue | $488,213 | PYOtherRevenueAmt |
| CY Other Revenue | $562,210 | CYOtherRevenueAmt |
| PY Total Revenue | $40,661,827 | PYTotalRevenueAmt |
| CY Total Revenue | $48,141,785 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $998,632 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $999,544 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,382,129 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $20,401,052 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,701,533 | PYOtherExpensesAmt |
| CY Other Expenses | $18,582,596 | CYOtherExpensesAmt |
| PY Total Expenses | $37,082,294 | PYTotalExpensesAmt |
| CY Total Expenses | $39,983,192 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,579,533 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $8,158,593 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $146,470,195 | TotalAssetsBOYAmt |
| Total Assets EOY | $152,295,072 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $119,480,402 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $121,157,111 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,989,793 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $31,137,961 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PENNSWOOD VILLAGE, A CARING COMMUNITY GUIDED BY QUAKER PRINCIPLES AND TRADITIONS, LEADS THE WAY IN THE PROVISION OF RESIDENTIAL AND HEALTHCARE SERVICES TO THOSE AGE 65 AND OLDER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $33,784,207 | ExpenseAmt |
| Grant | $999,544 | GrantAmt |
| Revenue | $39,823,769 | RevenueAmt |
| Desc | PENNSWOOD VILLAGE BEGAN OPERATIONS IN JUNE 1980 WITH THE PURPOSE OF PROVIDING A CONTINUUM OF RESIDENTIAL, HEALTH CARE, WELLNESS, SOCIAL, AND COMMUNITY-BASED SERVICES AND PROGRAMS FOR THOSE PERSONS AGE 65 AND OLDER. PENNSWOOD VILLAGE OFFERS ACCOMMODATIONS OF 330 RESIDENTIAL LIVING APARTMENTS OF VARYING SIZES, 37 PERSONAL CARE APARTMENTS WITH 41 LICENSES AND 53 MEDICARE SKILLED NURSING BEDS THAT MEET THE PHYSICAL, SOCIAL, AND SPIRITUAL NEEDS OF RESIDENTS REQUIRING THESE HIGHER LEVELS OF CARE.RESIDENTS ARE ADMITTED TO THE COMMUNITY WITH CONSIDERATION GIVEN TO THEIR ABILITY TO PAY THE ESTABLISHED FEES THAT ARE BASED ON THE TYPE OF ACCOMMODATION OCCUPIED. HOWEVER, NO RESIDENTS WILL BE ASKED TO LEAVE THE COMMUNITY FOR REASONS OF INABILITY TO PAY THE ESTABLISHED FEES WHEN THE INABILITY TO PAY IS NOT THEIR OWN FAULT. FINANCIAL ASSISTANCE TO THOSE IN NEED IS AVAILABLE AND FOR THE YEAR THAT ENDED MARCH 31, 2025, $190,089 WAS AWARDED TO 5 INDIVIDUALS. OVER THE LAST TEN YEARS ASSISTANCE TO RESIDENTS AMOUNTED TO APPROXIMATELY $3.59 MILLION.PENNSWOOD VILLAGE PROVIDES HOT AND COLD FOOD AND PACKAGING SUPPLIES FOR THE WOODSIDE MEALS PROGRAM. HIGHLY NUTRITIOUS HOT MEALS ARE PRODUCED DAILY FOR THIS PROGRAM AND PROVIDED AT COST TO WOODSIDE MEALS ON WHEELS. TO SUPPORT THE SURROUNDING COMMUNITY, PENNSWOOD VILLAGE ALSO MAKES PAYMENTS IN LIEU OF TAXES (PILOT) TO THE LOCAL GOVERNMENT AND CONTRIBUTIONS TO LOCAL ORGANIZATIONS SUCH AS POLICE, FIRE AND EMS. | Desc |
| Total Program Service Expenses | $33,784,207 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 78 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 543 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIM MCQUAID CFO | PersonNm |
| Phone | 2159689110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1382 NEWTOWN-LANGHORNE ROAD | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189402401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JACLYN PARRY BOGERT | ||||||||
| CHAIR | 1.50 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELIZABETH FRITSCH | ||||||||
| VICE CHAIR | 1.50 | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| LANCE MERVINE | ||||||||
| TREASURER | 1.50 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEFF COGSHALL | ||||||||
| SECRETARY | 1.50 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JULIE BARTL | ||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLES MACK | ||||||||
| DIRECTOR | 1.50 | 1.50 | Yes (X) | $0 | $0 | $0 | ||
| INEZ BING | ||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MELISSA CARROLL | ||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE COPPA | ||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| LORNA STUART | ||||||||
| DIRECTOR | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISA MILLER | ||||||||
| DIRECTOR (FROM MAY 2024) | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM MCCLELLAN | ||||||||
| DIRECTOR (FROM MAY 2024) | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ELLIOT STROM | ||||||||
| DIRECTOR (UNTIL MAY 2024) | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVYN MALLOY | ||||||||
| DIRECTOR (UNTIL MAY 2024) | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL MURRAY | ||||||||
| CHIEF EXECUTIVE OFFICER | 37.00 | 3.00 | Yes (X) | $364,632 | $0 | $44,216 | ||
| THOMAS ATKINS | ||||||||
| CHIEF OPERATING OFFICER | 37.00 | 3.00 | Yes (X) | $240,063 | $0 | $37,482 | ||
| TIM MCQUAID | ||||||||
| CHIEF FINANCIAL OFFICER | 37.00 | 3.00 | Yes (X) | $245,856 | $0 | $38,746 | ||
| PHILIP A PAGLIARO | ||||||||
| DIRECT OF MARKETING | 40.00 | 0.00 | $170,504 | $0 | $12,453 | Yes (X) | ||
| MELISSA SPADACCINO | ||||||||
| DIRECTOR OF HUMAN RESOURCES | 40.00 | 0.00 | $164,330 | $0 | $37,839 | Yes (X) | ||
| RAGHAN ABOUASALEH | ||||||||
| COMMUNITY PHYSICIAN | 18.00 | 0.00 | $162,782 | $0 | $9,755 | Yes (X) | ||
| JACK DEMPSEY | ||||||||
| DIRECTOR OF HEALTH SERVICES | 40.00 | 0.00 | $157,043 | $0 | $28,617 | Yes (X) | ||
| BRYANT POWELL | ||||||||
| DIRECTOR OF FACILITIES | 40.00 | 0.00 | $147,948 | $0 | $24,186 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,653,158 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $233,294 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CONVERGENT | |||||
| 574 MAIN STREET UNIT 200 | BETHLEHEM | PA | 18018 | IT SERVICES | $568,189 |
| BYRNE CONSTRUCTION INC | |||||
| 447 STANFIELD ROAD | SPRINGFIELD | PA | 19064 | GENERAL CONTRACTOR | $502,274 |
| SELECT REHABILITATION LLC | |||||
| PO BOX 71985 | CHICAGO | IL | 60694 | REHABILITATION SERVICES | $418,834 |
| SLIWINSKI FLOOR COVERING SERVICES INC | |||||
| 421 PIKE ROAD SUITE 4 | HUNTINGDON VALLEY | PA | 19006 | GENERAL CONTRACTOR | $406,560 |
| CULINESSE LLC | |||||
| 250 WYANDOTTE ST | BETHLEHEM | PA | 18015 | FOOD CONSULTING SERVICES | $399,870 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $831,531 | AllOtherContributionsAmt |
| Noncash Contributions | $126,584 | NoncashContributionsAmt |
| Total Contributions | $831,531 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MONTHLY FEES | 623000 | $24,735,727 | $24,735,727 |
| AMORTIZATION OF ADVANCE FEES | 623000 | $8,534,021 | $8,534,021 |
| HEALTH SERVICES | 623000 | $6,554,021 | $6,554,021 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,823,769 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,014,812 | TotalRevenueColumnAmt |
| Exclusion | $2,014,812 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $100,454 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $12,043 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $88,411 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,411 | TotalRevenueColumnAmt |
| Exclusion | $88,411 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $29,690,592 | SecuritiesAmt |
| Other | $9,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,790,629 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,899,963 | SecuritiesAmt |
| Other | $9,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,909,463 | TotalRevenueColumnAmt |
| Exclusion | $4,909,463 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $140,198 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $60,829 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,369 | TotalRevenueColumnAmt |
| Exclusion | $79,369 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| BEAUTY SHOP | 900099 | $116,794 | $116,794 |
| LAUNDRY | 900099 | $86,435 | $86,435 |
| GUEST ROOMS | 900099 | $75,728 | $75,728 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $115,473 | TotalRevenueColumnAmt |
| Exclusion | $115,473 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $394,430 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,141,785 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,823,769 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,486,485 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784,711 | TotalAmt |
| Program Services | $784,711 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $214,833 | TotalAmt |
| Program Services | $214,833 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,919 | TotalAmt |
| Program Services | $152,837 | ProgramServicesAmt |
| Management And General | $866,082 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,024,664 | TotalAmt |
| Program Services | $13,038,277 | ProgramServicesAmt |
| Management And General | $1,986,387 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,971 | TotalAmt |
| Program Services | $414,850 | ProgramServicesAmt |
| Management And General | $118,121 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,667,552 | TotalAmt |
| Program Services | $2,032,012 | ProgramServicesAmt |
| Management And General | $635,540 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,946 | TotalAmt |
| Program Services | $970,872 | ProgramServicesAmt |
| Management And General | $186,074 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,835 | TotalAmt |
| Management And General | $20,835 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,000 | TotalAmt |
| Management And General | $78,000 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,158 | TotalAmt |
| Management And General | $3,158 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,178 | TotalAmt |
| Management And General | $130,178 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,197,273 | TotalAmt |
| Program Services | $1,587,585 | ProgramServicesAmt |
| Management And General | $609,688 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $412,078 | TotalAmt |
| Management And General | $412,078 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,034,717 | TotalAmt |
| Program Services | $653,405 | ProgramServicesAmt |
| Management And General | $381,312 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $234,241 | TotalAmt |
| Program Services | $44,477 | ProgramServicesAmt |
| Management And General | $189,764 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,178,754 | TotalAmt |
| Program Services | $2,178,754 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,801 | TotalAmt |
| Program Services | $54,385 | ProgramServicesAmt |
| Management And General | $1,416 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,414 | TotalAmt |
| Program Services | $10,093 | ProgramServicesAmt |
| Management And General | $39,321 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,544,643 | TotalAmt |
| Program Services | $2,544,643 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,183,121 | TotalAmt |
| Program Services | $7,183,121 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $381,263 | TotalAmt |
| Management And General | $381,263 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DIETARY | $1,581,049 | $1,581,049 | |
| MEDICAL SUPPLIES & DRUG | $208,861 | $208,861 | |
| RESIDENT ACTIVITIES | $69,558 | $35,765 | $33,793 |
| EMPLOYEE EXPENSES | $63,777 | $43,337 | $20,440 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,875 | TotalAmt |
| Program Services | $50,340 | ProgramServicesAmt |
| Management And General | $105,535 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,983,192 | TotalAmt |
| Program Services | $33,784,207 | ProgramServicesAmt |
| Management And General | $6,198,985 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,868 | BOYAmt |
| EOY | $1,781 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,594,425 | BOYAmt |
| EOY | $11,870,833 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,048 | BOYAmt |
| EOY | $572,166 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,569 | BOYAmt |
| EOY | $37,690 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $481,103 | BOYAmt |
| EOY | $587,068 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $188,997,118 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $112,547,156 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,507,058 | BOYAmt |
| EOY | $76,449,962 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,036,209 | BOYAmt |
| EOY | $62,463,241 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $329,915 | BOYAmt |
| EOY | $312,331 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,470,195 | BOYAmt |
| EOY | $152,295,072 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,040,544 | BOYAmt |
| EOY | $3,987,971 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,801,821 | BOYAmt |
| EOY | $68,539,646 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,525,995 | BOYAmt |
| EOY | $31,764,439 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,829,963 | BOYAmt |
| EOY | $15,988,633 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,282,079 | BOYAmt |
| EOY | $876,422 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,480,402 | BOYAmt |
| EOY | $121,157,111 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,334,518 | BOYAmt |
| EOY | $28,456,148 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,655,275 | BOYAmt |
| EOY | $2,681,813 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,989,793 | BOYAmt |
| EOY | $31,137,961 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,470,195 | BOYAmt |
| EOY | $152,295,072 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $8,158,593 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,994,288 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$16,137 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,038,274 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $622,971 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $899,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $547,897 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $831,531 | CurrentTaxYearAmt |
| Total | $3,940,088 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,733,888 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,103,865 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,252,672 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,396,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,823,769 | CurrentTaxYearAmt |
| Total | $174,311,051 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,772,162 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $33,726,836 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,152,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,944,754 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,655,300 | CurrentTaxYearAmt |
| Total | $178,251,139 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $178,251,139 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $855,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $910,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,250,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,773,351 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,115,266 | CurrentTaxYearAmt |
| Total | $6,906,150 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $855,884 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $910,851 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,250,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,773,351 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,115,266 | CurrentTaxYearAmt |
| Total | $6,906,150 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $696,688 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $451,754 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $415,455 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $469,671 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $534,628 | CurrentTaxYearAmt |
| Total | $2,568,196 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,324,734 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,089,441 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,818,340 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,187,776 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,305,194 | CurrentTaxYearAmt |
| Total | $187,725,485 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.94950 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95110 | PublicSupportPY509Pct |
| Investment Income CY | 0.03680 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03370 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | BEAUTY SHOP - 2020 AMOUNT: $ 90,013. 2021 AMOUNT: $ 144,784. 2022 AMOUNT: $ 139,315. 2023 AMOUNT: $ 114,450. 2024 AMOUNT: $ 116,794. DINING SERVICES - 2020 AMOUNT: $ 35,682. 2021 AMOUNT: $ 2,826. GROSS RECEIPTS ON INVENTORY - 2020 AMOUNT: $ 60,641. 2021 AMOUNT: $ 57,694. 2022 AMOUNT: $ 66,760. 2023 AMOUNT: $ 94,746. 2024 AMOUNT: $ 140,198. GUEST ROOMS - 2022 AMOUNT: $ 47,027. 2023 AMOUNT: $ 68,420. 2024 AMOUNT: $ 75,728. LAUNDRY - 2020 AMOUNT: $ 55,890. 2021 AMOUNT: $ 54,428. 2022 AMOUNT: $ 53,585. 2023 AMOUNT: $ 67,525. 2024 AMOUNT: $ 86,435. MISCELLANEOUS INCOME - 2020 AMOUNT: $ 15,795. 2021 AMOUNT: $ 9,527. 2022 AMOUNT: $ 28,877. 2023 AMOUNT: $ 36,988. 2024 AMOUNT: $ 8,165. POSTAGE - 2020 AMOUNT: $ 33,757. 2021 AMOUNT: $ 26,911. 2022 AMOUNT: $ 26,694. 2023 AMOUNT: $ 26,666. 2024 AMOUNT: $ 27,754. REFUNDS - 2020 AMOUNT: $ 1,470. REPAIRS - 2020 AMOUNT: $ 17,479. 2021 AMOUNT: $ 27,254. 2022 AMOUNT: $ 10,223. 2023 AMOUNT: $ 28,794. 2024 AMOUNT: $ 39,730. VENDOR REBATES - 2020 AMOUNT: $ 325,320. 2021 AMOUNT: $ 70,636. 2022 AMOUNT: $ 42,974. 2023 AMOUNT: $ 32,082. 2024 AMOUNT: $ 39,824. VILLAGE STORE - 2020 AMOUNT: $ 60,641. 2021 AMOUNT: $ 57,694. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $3,158 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $3,158 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAYS DUES TO NATIONAL (LEADINGAGE) AND STATE (LEADINGAGE PA) ASSOCIATIONS OF HOMES AND SERVICES FOR THE AGING. A PORTION OF THE ORGANIZATION'S DUES ARE USED FOR LOBBYING PURPOSES. THE $3,158 REPORTED AS LOBBYING EXPENDITURES IS THE PORTION OF DUES THAT WERE USED FOR LOBBYING PURPOSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $307,287 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $22,933,867 | BeginningYearBalanceAmt |
| Contributions | $630,708 | ContributionsAmt |
| Investment Earnings Or Losses | $1,021,014 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $24,585,589 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,685,206 | BeginningYearBalanceAmt |
| Contributions | $112,749 | ContributionsAmt |
| Investment Earnings Or Losses | $2,135,912 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $22,933,867 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,125,208 | BeginningYearBalanceAmt |
| Contributions | $734,940 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,174,942 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $20,685,206 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,574,436 | BeginningYearBalanceAmt |
| Contributions | $87,690 | ContributionsAmt |
| Investment Earnings Or Losses | $463,082 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $21,125,208 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $15,378,765 | BeginningYearBalanceAmt |
| Contributions | $179,048 | ContributionsAmt |
| Investment Earnings Or Losses | $5,016,623 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $20,574,436 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98810 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01190 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,289,566 | OtherCostOrOtherBasisAmt |
| Book Value | $1,289,566 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $75,508,266 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,982,261 | DepreciationAmt |
| Book Value | $33,526,005 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,478,492 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,197,657 | DepreciationAmt |
| Book Value | $37,280,835 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,607,066 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,731,090 | DepreciationAmt |
| Book Value | $3,875,976 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,113,728 | OtherCostOrOtherBasisAmt |
| Depreciation | $636,148 | DepreciationAmt |
| Book Value | $477,580 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $76,449,962 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS FROM PROSPECTIVE RESIDENTS | $812,737 |
| ANNUITIES PAYABLE | $63,685 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $876,422 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $43,638,982 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,994,288 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$511,058 | OtherRevenueAmt |
| Revenue Not Reported | -$4,505,346 | RevenueNotReportedAmt |
| Revenue Subtotal | $48,144,328 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$2,543 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$2,543 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $48,141,785 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $39,490,814 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $2,543 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $2,543 | ExpensesNotReportedAmt |
| Expenses Subtotal | $39,488,271 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $494,921 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $494,921 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $39,983,192 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | ARTWORK IS DISPLAYED IN PUBLIC SPACES WITHIN THE COMMUNITY. THESE ITEMS FURTHER PENNSWOOD'S MISSION BY PROVIDING OPPORTUNITIES FOR CONTINUING GROWTH AND WELL-BEING IN MIND, BODY, AND SPIRIT AND TO MAKE USE OF THE CULTURAL AND EDUCATIONAL ADVANTAGES OF ITS LOCATION. |
| PART V, LINE 4: | THE USES OF THE ENDOWED FUNDS ARE: A) SUPPORT OF GENERAL OPERATING EXPENSES OF THE COMMUNITY, B) FINANCIAL ASSISTANCE TO RESIDENTS, C) STAFF EDUCATIONAL ASSISTANCE, D) MAINTENANCE OF THE AQUATIC FACILITY. |
| PART X, LINE 2: | THE CORPORATION 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 DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2025 OR 2024. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | MONTHLY FEE ASSISTANCE -190,089. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -16,137. INVESTMENT FEES -130,178. GRANT TO AFFILIATE -174,654. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSE -12,043. GAIN ON SALE OF FIXED ASSET 9,500. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT RENTAL EXPENSE 12,043. GAIN ON SALE OF FIXED ASSET -9,500. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | MONTHLY FEE ASSISTANCE 190,089. INVESTMENT FEES 130,178. GRANT TO AFFILIATE 174,654. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Recipient EINRecipientEIN |
|---|---|---|---|---|---|---|---|---|
| COUNTY OF BUCKS | ||||||||
| 55 EAST COURT STREET | DOYLESTOWN | PA | 18901 | STATE OF PA | $92,790 | $0 | SUPPORT COUNTY INITIATIVES | |
| MIDDLETOWN TOWNSHIP | ||||||||
| 3 MUNICIPAL WAY | LANGHORNE | PA | 19047 | STATE OF PA | $61,007 | $0 | SUPPORT TOWNSHIP INITIATIVES | |
| NESHAMINY SCHOOL DISTRICT | ||||||||
| 2001 OLD LINCOLN HIGHWAY | LANGHORNE | PA | 19047 | STATE OF PA | $445,760 | $0 | SUPPORT DISTRICT INITIATIVES | |
| PENNSWOOD VILLAGE FOUNDATION | ||||||||
| 1382 NEWTOWN-LANGHORNE ROAD | NEWTOWN | PA | 18940 | 501(C)(3) | $174,654 | $0 | TO SUPPORT PENNSWOOD VILLAGE FOUNDATION OPERATION'S | 830575873 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| ENTRY FEE ASSISTANCE AND SUBSIDIES FOR MONTHLY RESIDENT FEES BASED UPON FINANCIAL NEED | 5 | $190,089 |
| SCHOLARSHIP ASSISTANCE FOR ELIGIBLE EMPLOYEES | 12 | $24,744 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASSISTANCE TO ENTITIES: GRANTS TO LOCAL GOVERNMENT UNITS ARE PAYMENTS IN LIEU OF TAXES WHICH ARE VOLUNTARY PAYMENTS MADE BY THE ORGANIZATION TO LOCAL GOVERNMENTS IN SUPPORT OF THEIR PROGRAMS. THE ORGANIZATION ALSO CONTRIBUTES TO LOCAL ORGANIZATIONS AS A MEASURE OF COMMUNITY GOOD WILL. ALL ORGANIZATIONS ARE REVIEWED BY THE CHIEF FINANCIAL OFFICER TO ENSURE THEY ARE NON-PROFITS IN GOOD STANDING. AS THE DONATIONS ARE SMALL, NO ADDITIONAL MONITORING IS CONSIDERED NECESSARY. THE ORGANIZATION MAY ALSO PROVIDE FUNDS TO RELATED ORGANIZATIONS. THE RELATED ORGANIZATIONS SHARE A COMMON ACCOUNTING SYSTEM AS THE FILING ORGANIZATION AND NO FURTHER MONITORING OF FUNDS IS CONSIDERED NECESSARY. ASSISTANCE TO INDIVIDUALS: RESIDENTS OR THEIR POWER OF ATTORNEY MAY APPROACH THE CHIEF EXECUTIVE OFFICER OR THE CHIEF FINANCIAL OFFICER ABOUT THE NEED FOR FINANCIAL ASSISTANCE. THE INTERESTED PARTY IS ASKED TO PROVIDE FINANCIAL SUPPORTING DOCUMENTS, WHICH MAY INCLUDE THREE YEARS OF TAX RETURNS, CURRENT BANK STATEMENTS, CURRENT INVESTMENT STATEMENTS, AND OTHER DOCUMENTATION WHICH MAY BE NECESSARY TO DETERMINE A RESIDENT'S FINANCIAL NEED. THE CHIEF FINANCIAL OFFICER WILL THEN ANALYZE THE RESIDENT'S FINANCIAL NEED UTILIZING LIFE EXPECTANCY, SUPPORTING FINANCIAL DOCUMENTS, AND PROJECTED EXPENSES. USING THE ANALYZED DATA, THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER WILL MAKE A DETERMINATION ABOUT THE NEED FOR ASSISTANCE AND THE AMOUNT TO BE GIVEN. A LETTER IS THEN PROVIDED TO THE RESIDENT AND/OR POWER OF ATTORNEY WHICH IDENTIFIES THE DECISION MADE FOR THE ASSISTANCE AND, WHEN APPROPRIATE, THE AMOUNT BEING PROVIDED. ON A MONTHLY BASIS, THE CHIEF FINANCIAL OFFICER PROVIDES A LIST TO THE BILLING COORDINATOR SO THAT THE APPROPRIATE AMOUNT CAN BE CREDITED TO THE RESIDENT'S BILL. ON AN ANNUAL BASIS, THE CHIEF FINANCIAL OFFICER REVIEWS THE FINANCIAL POSITION OF THE RESIDENT AND MAY DETERMINE IF AN INCREASE IN SUPPORT IS NECESSARY. MATTERS PERTAINING TO FINANCIAL ASSISTANCE TO RESIDENTS ARE KEPT CONFIDENTIAL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DANIEL MURRAY | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $364,632 | $0 | $0 | $0 | $0 | $0 | $18,392 | $0 | $25,824 | $0 | $408,848 | $0 | $0 | $0 |
| TIM MCQUAID | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $245,856 | $0 | $0 | $0 | $0 | $0 | $14,856 | $0 | $23,890 | $0 | $284,602 | $0 | $0 | $0 |
| THOMAS ATKINS | ||||||||||||||
| CHIEF OPERATING OFFICER | $240,063 | $0 | $0 | $0 | $0 | $0 | $13,251 | $0 | $24,231 | $0 | $277,545 | $0 | $0 | $0 |
| MELISSA SPADACCINO | ||||||||||||||
| DIRECTOR OF HUMAN RESOURCES | $164,330 | $0 | $0 | $0 | $0 | $0 | $10,407 | $0 | $27,432 | $0 | $202,169 | $0 | $0 | $0 |
| JACK DEMPSEY | ||||||||||||||
| DIRECTOR OF HEALTH SERVICES | $157,043 | $0 | $0 | $0 | $0 | $0 | $1,660 | $0 | $26,957 | $0 | $185,660 | $0 | $0 | $0 |
| PHILIP A PAGLIARO | ||||||||||||||
| DIRECT OF MARKETING | $170,504 | $0 | $0 | $0 | $0 | $0 | $10,212 | $0 | $2,241 | $0 | $182,957 | $0 | $0 | $0 |
| RAGHAN ABOUASALEH | ||||||||||||||
| COMMUNITY PHYSICIAN | $162,782 | $0 | $0 | $0 | $0 | $0 | $9,755 | $0 | $0 | $0 | $172,537 | $0 | $0 | $0 |
| BRYANT POWELL | ||||||||||||||
| DIRECTOR OF FACILITIES | $147,948 | $0 | $0 | $0 | $0 | $0 | $6,880 | $0 | $17,306 | $0 | $172,134 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232174016 | BondIssuerEIN |
| CUSIP | 118612MV9 | CUSIPNum |
| Bond Issued | 2018-07-24 | BondIssuedDt |
| Issue Price | $38,331,233 | IssuePriceAmt |
| Purpose | CURRENT REFUNDING OF PENNSWOOD VILLAGE 2013 VARIABLE BOND | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $8,810,000 | RetiredAmt |
| Total Proceeds | $38,331,223 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $619,824 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $116,399 | WorkingCapitalExpendituresAmt |
| Other Spent Proceeds | $37,595,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2018 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $126,584 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE AMOUNT IN COLUMN B IS THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE BOARD ESTABLISHED AN EXECUTIVE COMMITTEE THAT MAY EXERCISE ALL OF THE POWERS AND AUTHORITY OF THE BOARD BETWEEN BOARD MEETINGS, EXCEPT IT SHALL NOT HAVE ANY POWER OR AUTHORITY AS TO THE FOLLOWING: (A) THE FILLING OF VACANCIES ON THE BOARD, (B) THE ADOPTION, AMENDMENT OR REPEAL OF THE BYLAWS, (C) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD, (D) ACTION ON MATTERS COMMITTED BY THE BYLAWS OR BY RESOLUTION OF THE BOARD TO ANOTHER COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE CONSISTS OF THE CHAIR, VICE-CHAIR, SECRETARY AND TWO OTHER MEMBERS OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, THEN THE ORGANIZATION'S FINANCE COMMITTEE RECEIVES A DRAFT COPY FOR REVIEW PRIOR TO FILING. THE ORGANIZATION'S FULL BOARD WILL RECEIVE A COPY OF THE FORM 990 BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY ALL BOARD MEMBERS AND MANAGEMENT STAFF RECEIVE COPIES OF THE CONFLICT OF INTEREST POLICY AND ARE REQUIRED TO DISCLOSE ANY CONFLICT OF INTEREST THAT MAY EXIST. THIS WOULD INCLUDE CONFLICTS DUE TO FAMILY OR OTHER RELATIONSHIPS. ALL COPIES ARE REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND THE HUMAN RESOURCES DIRECTOR. COPIES OF THE SIGNED ACKNOWLEDGEMENTS FOR STAFF ARE RETAINED IN THE HUMAN RESOURCES OFFICE AND FOR BOARD MEMBERS IN THE CHIEF EXECUTIVE OFFICER'S OFFICE. SHOULD ANY BOARD MEMBER HAVE A CONFLICT, HE OR SHE WOULD RECUSE HIMSELF OR HERSELF FROM ANY DISCUSSIONS AND/OR DECISION RELATED TO THE CONFLICT. MONITORING OF PROPOSED OR ONGOING TRANSACTIONS FOR POTENTIAL CONFLICTS IS UNDERTAKEN THROUGH INTERNAL CONTROLS ESTABLISHED IN THE FINANCE DEPARTMENT. SPENDING AUTHORITY POLICIES EXIST TO CONTROL WHO HAS THE AUTHORITY TO ENCUMBER PENNSWOOD VILLAGE AND THE EXTENT TO WHICH THEY ARE ABLE TO DO SO. STAFF WITH SPENDING AUTHORITY ARE REQUIRED TO ANNUALLY COMPLETE CONFLICT OF INTEREST STATEMENTS AND TO DISCLOSE ANY CONFLICTS THAT MAY EXIST. ANY CONCERNS ARE BROUGHT TO THE ATTENTION OF THE CFO FOR REVIEW AND ACTION, IF NECESSARY. IF A CONFLICT IS DETERMINED TO EXIST, THEN THE CONFLICTING PARTIES WILL BE NOTIFIED AND THE TRANSACTION HALTED. GROSS VIOLATIONS OF THE CONFLICT OF INTEREST POLICY MAY RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD CONDUCTS AN ANNUAL REVIEW OF THE CHIEF EXECUTIVE OFFICER (CEO) AND SETS COMPENSATION BASED ON PERFORMANCE THAT IS CONSISTENT WITH COMPETITIVE SALARY DATA. ANNUAL SALARY SURVEYS ARE COMPLETED BY HUMAN RESOURCES, A COMPENSATION CONSULTANT IS UTILIZED AS NEEDED AND THE FORM 990 OF OTHER SIMILAR ORGANIZATIONS ARE USED IN THE SALARY DECISIONS. THE ANNUAL REVIEW PROCESS AND FINAL DECISIONS ARE TIMELY DOCUMENTED AND PUT INTO HUMAN RESOURCE FILES. OTHER OFFICER AND KEY EMPLOYEE COMPENSATION, SUCH AS FOR THE CFO AND COO, IS APPROVED BY THE CEO DURING THE ANNUAL REVIEW PROCESS, WHICH IS TIMELY DOCUMENTED AND PUT INTO HUMAN RESOURCE FILES. ANNUAL SALARY SURVEYS ARE COMPLETED BY HUMAN RESOURCES WHICH ARE USED IN THE SALARY DECISIONS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS, AND GOVERNING DOCUMENTS ARE PLACED FOR PUBLIC VIEW IN THE ORGANIZATION'S LIBRARY OR ADMINISTRATIVE OFFICES AND ARE ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -16,137. |
| FORM 990, PAGE 5, PART V, LINE 2 | THE FILING ENTITY IS THE PARENT IN A GROUP OF NON-PROFIT ENTITIES FOR WHICH IT IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. PENNSWOOD VILLAGE REPORTS ALL EMPLOYEES ON ITS FORM W-3, HOWEVER, EACH AFFILIATE HAS EMPLOYEES ALLOCATED TO THAT ENTITY. PER IRS INSTRUCTIONS, EMPLOYEES LISTED ON PART V, LINE 2A ARE THOSE WHO HAVE BEEN DEEMED TO BE EMPLOYEES OF THIS ORGANIZATION. THE FOLLOWING AFFILIATE HAS W-2 EMPLOYEES LISTED ON THEIR FORM 990 THAT HAVE BEEN REPORTED ON THE FILING ORGANIZATION'S W-3: HOSPICE CARE BY PENNSWOOD 47-1563338 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HOSPICE CARE BY PENNSWOOD VILLAGE | ||||||||||
| 1382 NEWTOWN-LANGHORNE ROAD | NEWTOWN | PA | 18940 | 471563338 | PROVIDE HOSPICE CARE TO PATIENTS | PA | 501(C)(3) | LINE 10 | PENNSWOOD VILLAGE | Yes (1) |
| PENNSWOOD VILLAGE FOUNDATION | ||||||||||
| 1382 NEWTOWN-LANGHORNE ROAD | NEWTOWN | PA | 18940 | 830575873 | FUNDRAISING FOR PENNSWOOD VILLAGE AND AFFILIATES | PA | 501(C)(3) | LINE 7 | PENNSWOOD VILLAGE | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNSWOOD VILLAGE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $174,654 | InvolvedAmt |
| Method Of Amount Determination | COST | MethodOfAmountDeterminationTxt |