HUMANGOOD PENNSYLVANIA: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- HUMANGOOD PENNSYLVANIA (EIN 23-1547587)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-10-15
- IRS object ID
- 201212919349300011
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-10-15T09:14:52-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | 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 | 1650 MARKET STREET SUITE 4500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231547587 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILADELPHIA PRESBYTERY HOMES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHIL | NameControl |
| Phone | 6108341001 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 JOSHUA ROAD | AddressLine1 |
| City | LAFAYETTE HILL | City |
| State | PA | State |
| ZIP Code | 19444 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CYNTHIA E HOFFMAN | Name |
| Title | CFO | Title |
| Phone | 6108341001 | Phone |
| Date Signed | 2012-10-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS GREEN CPA | Name |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CYNTHIA E HOFFMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 JOSHUA ROAD | AddressLine1 |
| City | LAFAYETTE HILL | City |
| State | PA | State |
| ZIP Code | 19444 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 70225449 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PRESBYSINSPIREDLIFE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1955 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | CREATIVELY MEETS THE NEEDS OF SENIORS IN A RANGE OF ECONOMIC CIRCUMSTANCES IN THE PHILA. AREA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 13 | NbrIndependentVotingMembers |
| Total Nbr Employees | 822 | TotalNbrEmployees |
| Total Nbr Volunteers | 280 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1644167 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2869169 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 59315346 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 58943980 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1805881 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2176475 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 270129 | OtherRevenuePriorYear |
| Other Revenue Current Year | 268179 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 63035523 | TotalRevenuePriorYear |
| Total Revenue Current Year | 64257803 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 921350 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 917676 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 26441733 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 27552491 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 269421 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 32135796 | OtherExpensePriorYear |
| Other Expenses Current Year | 33293514 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 59498879 | TotalExpensesPriorYear |
| Total Expenses Current Year | 61763681 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 3536644 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2494122 | RevenuesLessExpensesCY |
| Total Assets BOY | 210893410 | TotalAssetsBOY |
| Total Assets EOY | 218924322 | TotalAssetsEOY |
| Total Liabilities BOY | 132577137 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 155667437 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 78316273 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 63256885 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | WE HONOR LIFE IN ALL ITS FULLNESS AND SEEK TO REFLECT GOD'S LOVE IN ALL WE DO. WE COMMIT TO CREATIVELY MEETING THE NEEDS OF OLDER ADULTS IN A WIDE RANGE OF ECONOMIC CIRCUMSTANCES. WE CULTIVATE EXCELLENCE IN OUR RESIDENTIAL AND SUPPORTIVE CARE COMMUNITIES AND PROGRAMS. WE CELEBRATE DIVERSITY AND PROMOTE THE HEALTH OF BODY, MIND AND SPIRIT AMONG RESIDENTS AND STAFF. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 51217713 | Expense |
| Grants | 917676 | Grants |
| Revenue | 57587304 | Revenue |
| Description | THE ORGANIZATION OFFERS A FULL SPECTRUM OF SENIOR LIVING OPTIONS - INDEPENDENT LIVING (IL), PERSONAL CARE (PC), AND SKILLED NURSING CARE (SN), THROUGH ANY OF OUR FOUR COMMUNITIES. THE ORGANIZATION ALSO PROVIDES FINANCIAL ASSISTANCE TO PERSONS WHO MEET CERTAIN CRITERIA. TOTAL FINANCIAL ASSISTANCE PROVIDED FOR THE YEAR ENDED DECEMBER 31, 2011 WAS $4,756,562. THIS INCLUDES $843,111 OF ASSISTANCE TO RESIDENTS WHO HAVE OUTLIVED THEIR FUNDING SOURCES AS REPORTED ON SCHEDULE I. THE REMAINING FINANCIAL ASSISTANCE IS THE COST OF PROVIDING CARE TO RESIDENTS WHO ARE MEDICAL ASSISTANCE PROGRAM BENEFICIARIES IN EXCESS OF CONTRACTUAL REIMBURSEMENT. TOTAL AVAILABLE UNITS WERE: IL-481, PC-218, AND SN-265, WITH ACTUAL OCCUPANCY BEING: IL-399, PC-196, AND SN-244. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 1356676 | Revenue |
| Description | THE ORGANIZATION ALSO PROVIDES MANAGEMENT AND OPERATIONAL SERVICES TO QUALITY RESIDENTIAL LIVING ENVIRONMENTS FOR PEOPLE OF LIMITED ECONOMIC RESOURCES FOR BOTH OWNED AND MANAGED COMMUNITIES. TOTAL AFFORDABLE HOUSING UNITS AVAILABLE AT DECEMBER 31, 2011 WERE 1,901 WITH TOTAL OCCUPIED OF 1,872. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 51217713 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | 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 | 126 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 822 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 13 | 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 | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIANNA WINTERS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6108341001 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 JOSHUA ROAD | AddressLine1 |
| City | LAFAYETTE HILL | City |
| State | PA | State |
| ZIP Code | 19444 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| REV PAUL S STAVRAKOS | |||||||
| CHAIR | 0.40 | X | X | 0 | 0 | 0 | |
| HARRY G DITTMANN | |||||||
| VICE CHAIR | 0.40 | X | X | 0 | 0 | 0 | |
| REV RANDY BARGE | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| BRUCE L CASTOR ESQ | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| ALAN GRIFFITH | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| WALTER M KUBIAK | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| ROSEMARY KUHLMAN | |||||||
| BOARD MEMBER THROUGH 9/23/11 | 0.40 | X | 0 | 0 | 0 | ||
| KENNETH MCKEOWN | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| REV DONALD LINCOLN | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| FRANCIS E MALONEY | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| EDWARD E MCFALLS | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| G ROBERT OVERHISER JR | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| JULIE D PFAFF ESQ | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| ROBERT N REEVES JR | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| WILLIAM G YOUNG JR | |||||||
| BOARD MEMBER | 0.40 | X | 0 | 0 | 0 | ||
| JUDEE M BAVARIA | |||||||
| PRESIDENT & CEO | 31.00 | X | 424984 | 0 | 59919 | ||
| CYNTHIA E HOFFMAN | |||||||
| EXECUTIVE VP & CFO/TREASURER | 31.00 | X | 285380 | 0 | 44900 | ||
| GARRY D HENNIS | |||||||
| EXECUTIVE VP & COO/SECRETARY | 31.00 | X | 216340 | 0 | 10366 | ||
| MARY KENDER | |||||||
| SENIOR VP-OPERATIONS/SECRETARY | 31.00 | X | 179350 | 0 | 19657 | ||
| SHARELL SHIPPEN | |||||||
| ASST. SECRETARY | 20.00 | X | 35089 | 0 | 4570 | ||
| JENNIFER S KAPPEN | |||||||
| VICE PRESIDENT, FINANCE | 40.00 | 173702 | 0 | 24528 | X | ||
| RAYMOND J POLASKI | |||||||
| VICE PRESIDENT, AFFORDABLE HOUSING | 10.00 | 162758 | 0 | 24143 | X | ||
| MICHELLE BRYK | |||||||
| VICE PRESIDENT, HR | 40.00 | 146200 | 0 | 18311 | X | ||
| MICHAEL HENEGHAN | |||||||
| EXECUTIVE DIRECTOR, RYDAL PARK | 50.00 | 142771 | 0 | 3493 | X | ||
| AMY MCGOVERN | |||||||
| ADMINISTRATOR, RYDAL PARK | 50.00 | 110846 | 0 | 5228 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1877420 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 215115 | TotalOtherCompensation |
| Number Individuals GT100 K | 10 | 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 |
|---|---|---|---|---|---|
| WHITING-TURNER | |||||
| 300 EAST JOPPA ROAD | BALTIMORE | MD | 21286 | CONSTRUCTION SERVICES | 14295441 |
| MORRISON MANAGEMENT SPECIALISTS | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DINING SERVICES | 7317243 |
| GENESIS REHABILITATION SERVICES | |||||
| PO BOX 7247-6524 | PHILADELPHIA | PA | 19170 | THERAPY SERVICES | 2638783 |
| MILLENNIUM PHARMACY SYSTEMS INC | |||||
| PO BOX 823441 | PHILADELPHIA | PA | 19182 | PHARMACY SERVICES | 1518748 |
| INTERIOR DESIGN ASSOCIATES | |||||
| 618 CHURCH STREET SUITE 400 | NASHVILLE | TN | 37219 | INTERIOR DESIGN SERVICES | 995450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 32 | NumberOfContractorsGT100K |
| Fundraising Events | 39495 | FundraisingEvents |
| Related Organizations | 868562 | RelatedOrganizations |
| All Other Contributions | 1961112 | AllOtherContributions |
| Total Contributions | 2869169 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| RESIDENT SERVICE FEES | 623000 | 52996837 | 52996837 |
| AMORT OF ENTRANCE FEES | 623000 | 4590467 | 4590467 |
| MANAGEMENT FEES | 561000 | 1356676 | 1356676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 58943980 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 950459 | TotalRevenueColumn |
| Exclusion | $950,459 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 14055 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 7471 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 6584 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 6584 | TotalRevenueColumn |
| Exclusion | $6,584 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7164680 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 5938664 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1226016 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1226016 | TotalRevenueColumn |
| Exclusion | $1,226,016 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 12000 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 39495 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 21511 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -9511 | TotalRevenueColumn |
| Exclusion | -$9,511 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| GUEST MEALS/RENTAL | 722210 | 75104 | $75,104 |
| RESIDENT LOUNGE REVENU | 900099 | 30043 | $30,043 |
| CATERING | 722320 | 28035 | $28,035 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 137924 | TotalRevenueColumn |
| Exclusion | $137,924 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 271106 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 64257803 | TotalRevenueColumn |
| Related Or Exempt Function Income | 58943980 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $2,444,654 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74565 | Total |
| Program Services | 74565 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 843111 | Total |
| Program Services | 843111 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1280555 | Total |
| Management And General | 1280555 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21577916 | Total |
| Program Services | 17070852 | ProgramServices |
| Management And General | 4368461 | ManagementAndGeneral |
| Fundraising | 138603 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 466157 | Total |
| Program Services | 462045 | ProgramServices |
| Fundraising | 4112 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2606383 | Total |
| Program Services | 2175878 | ProgramServices |
| Management And General | 412416 | ManagementAndGeneral |
| Fundraising | 18089 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1621480 | Total |
| Program Services | 1249176 | ProgramServices |
| Management And General | 360337 | ManagementAndGeneral |
| Fundraising | 11967 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 278637 | Total |
| Management And General | 278637 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131950 | Total |
| Management And General | 131950 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12929848 | Total |
| Program Services | 11211686 | ProgramServices |
| Management And General | 1639332 | ManagementAndGeneral |
| Fundraising | 78830 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 665885 | Total |
| Program Services | 10000 | ProgramServices |
| Management And General | 655885 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 290707 | Total |
| Program Services | 30132 | ProgramServices |
| Management And General | 251021 | ManagementAndGeneral |
| Fundraising | 9554 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3347732 | Total |
| Program Services | 3337783 | ProgramServices |
| Management And General | 9949 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 139071 | Total |
| Program Services | 55715 | ProgramServices |
| Management And General | 82438 | ManagementAndGeneral |
| Fundraising | 918 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29546 | Total |
| Program Services | 3933 | ProgramServices |
| Management And General | 25438 | ManagementAndGeneral |
| Fundraising | 175 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2332412 | Total |
| Program Services | 2280892 | ProgramServices |
| Management And General | 51520 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6499580 | Total |
| Program Services | 6367959 | ProgramServices |
| Management And General | 131621 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1149080 | Total |
| Program Services | 998006 | ProgramServices |
| Management And General | 151074 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUPPLIES AND MATERIALS | 3622045 | 3348489 | 272364 | 1192 |
| BAD DEBT EXPENSE | 1108287 | 1108287 | ||
| MEDICAID BED ASSESSMENT | 372716 | 372716 | ||
| FEES & DUES | 69947 | 54384 | 15563 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326071 | Total |
| Program Services | 162104 | ProgramServices |
| Management And General | 157986 | ManagementAndGeneral |
| Fundraising | 5981 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61763681 | Total |
| Program Services | 51217713 | ProgramServices |
| Management And General | 10276547 | ManagementAndGeneral |
| Fundraising | 269421 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4950 | BOY |
| EOY | 4950 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5789592 | BOY |
| EOY | 9132128 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 997426 | BOY |
| EOY | 1761887 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4817551 | BOY |
| EOY | 5955635 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 959509 | BOY |
| EOY | 648821 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 211997229 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 83168185 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111277356 | BOY |
| EOY | 128829044 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 64823810 | BOY |
| EOY | 64209884 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22223216 | BOY |
| EOY | 8381973 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210893410 | BOY |
| EOY | 218924322 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7642957 | BOY |
| EOY | 7967074 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26822642 | BOY |
| EOY | 27912221 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39824656 | BOY |
| EOY | 39021168 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22345062 | BOY |
| EOY | 41095450 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35941820 | BOY |
| EOY | 39671524 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132577137 | BOY |
| EOY | 155667437 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60176118 | BOY |
| EOY | 44800000 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14641300 | BOY |
| EOY | 15145004 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3498855 | BOY |
| EOY | 3311881 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 78316273 | BOY |
| EOY | 63256885 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 210893410 | BOY |
| EOY | 218924322 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2494122 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -17553510 | 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 | 713090 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4095140 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3294802 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1644167 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2876949 | CurrentTaxYear |
| Total | 12624148 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 51209721 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 52809831 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 58013555 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59315346 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58943980 | CurrentTaxYear |
| Total | 280292433 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 51922811 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 56904971 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 61308357 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 60959513 | CurrentTaxYearMinus1Year |
| Current Tax Year | 61820929 | CurrentTaxYear |
| Total | 292916581 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 2123100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1024358 | CurrentTaxYear |
| Total | 3159572 | 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) |
|---|---|---|
| Current Tax Year Minus2 Years | 2123100 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12114 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1024358 | CurrentTaxYear |
| Total | 3159572 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 289757009 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2272220 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 829550 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 914615 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1011715 | CurrentTaxYearMinus1Year |
| Current Tax Year | 964514 | CurrentTaxYear |
| Total | 5992614 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2272220 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 829550 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 914615 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1011715 | CurrentTaxYearMinus1Year |
| Current Tax Year | 964514 | CurrentTaxYear |
| Total | 5992614 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1916143 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 795501 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1166477 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 249386 | CurrentTaxYearMinus1Year |
| Current Tax Year | 275326 | CurrentTaxYear |
| Total | 4402833 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 56111174 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 58530022 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 63389449 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 62220614 | CurrentTaxYearMinus1Year |
| Current Tax Year | 63060769 | CurrentTaxYear |
| Total | 303312028 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95530 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.95180 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01980 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02310 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: PROCESSING FEES CAFETERIA & CATERING INCOME LAUNDRY REVENUE MISCELLANEOUS REVENUE GUEST RENTAL INSURANCE REIMBURSEMENT REAL ESTATE TAX RESERVE ADJUSTMENT RESIDENT UNIT UPGRADES VENDING INCOME GUEST MEALS TELEPHONE & CABLE CHARGES COST REPORT REFUND FORGIVENESS OF DEBT CLASS ACTION PAYMENTS ESCROW RELEASE FUNDRAISING EVENTS LOCKER RENTAL RESIDENT LOUNGE REVENUE APARTMENT RENOVATIONS MEDICAL RECORDS COPYING POSTAGE MISCELLANEOUS SERVICES REFUNDS | GeneralExplanation |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 18140155 | BeginningOfYearBalance |
| Contributions | 1916109 | Contributions |
| Investment Earnings Or Losses | -455305 | InvestmentEarningsOrLosses |
| Other Expenditures | 1144074 | OtherExpenditures |
| End Of Year Balance | 18456885 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17171969 | BeginningOfYearBalance |
| Contributions | 563004 | Contributions |
| Investment Earnings Or Losses | 1639445 | InvestmentEarningsOrLosses |
| Other Expenditures | 1234263 | OtherExpenditures |
| End Of Year Balance | 18140155 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 7859259 | BeginningOfYearBalance |
| Contributions | 1876433 | Contributions |
| Investment Earnings Or Losses | 3063346 | InvestmentEarningsOrLosses |
| Other Expenditures | -4372931 | OtherExpenditures |
| End Of Year Balance | 17171969 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11389946 | BeginningOfYearBalance |
| Contributions | 491517 | Contributions |
| Investment Earnings Or Losses | -3240113 | InvestmentEarningsOrLosses |
| Other Expenditures | 782091 | OtherExpenditures |
| End Of Year Balance | 7859259 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.00000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.17940 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.82060 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1007071 | OtherCostOrOtherBasis |
| Book Value | 1007071 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 165952588 | OtherCostOrOtherBasis |
| Depreciation | 66695336 | Depreciation |
| Book Value | 99257252 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 226526 | OtherCostOrOtherBasis |
| Depreciation | 45512 | Depreciation |
| Book Value | 181014 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25947082 | OtherCostOrOtherBasis |
| Depreciation | 16427337 | Depreciation |
| Book Value | 9519745 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 18863962 | OtherCostOrOtherBasis |
| Book Value | 18863962 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 128829044 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (7 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS | $297,209 |
| REFUNDABLE FEES | $21,375,269 |
| ACCRUED WORKERS COMPENSATION | $833,885 |
| DUE TO AFFILITES | $102,855 |
| ACCRUED RETIREMENT EXPENSE | $477,456 |
| DEFERRED COMPENSATION | $197,027 |
| LOAN PAYABLE-AFFILIATES | $16,387,823 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 39671524 | TotalOfAmounts |
| Total Revenue | 64257803 | TotalRevenue |
| Total Expenses | 61763681 | TotalExpenses |
| Excess Or Deficit For Year | 2494122 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -3600762 | NetUnrealizedGLOnInvestments |
| Other | -$13,952,748 | OtherAmount |
| Total Adjustments | -17553510 | TotalAdjustments |
| Excess Or Deficit Per FS | -15059388 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 45378320 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -3600762 | NetUnrealizedGainsInvestments |
| Other Revenues | -15286192 | OtherRevenues |
| Revenue Not Rptd F990 | -18886954 | RevenueNotRptdF990 |
| Revenue Subtotal | 64265274 | RevenueSubtotal |
| Other Revenues Not Included | -7471 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -7471 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 64257803 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 60437708 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 7471 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 7471 | ExpensesNotRptdF990 |
| Expenses Subtotal | 60430237 | ExpensesSubtotal |
| Other Expenses Not Included | 1333444 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1333444 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 61763681 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ASSIST THE NEEDIEST OF RESIDENTS AND MOST VULNERABLE MEMBERS OF OUR COMMUNITIES WITH FINANCIAL ASSISTANCE, OFFER UPDATED MEDICAL EQUIPMENT, AND OFFER ENHANCED COMFORT TO THE RESIDENTS' SURROUNDINGS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2011 AND 2010. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | VALUATION LOSS, BENEFICIAL INTEREST IN PERPETUAL TRUSTS -186,974. VALUATION LOSS, SPLIT INTEREST AGREEMENTS -33,437. LOSS ON WRITEOFF OF ASSETS -13,732,337. TOTAL TO SCHEDULE D, PART XI, LINE 8: -13,952,748. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | VALUATION LOSS, BENFICIAL INTEREST IN PERPETUAL TRUSTS -186,974. VALUATION LOSS, SPLIT INTEREST AGREEMENTS -33,437. TRANSFER TO AFFILIATE NETTED WITH REVENUE ON FINANCIAL STATEMENTS -74,565. FINANCIAL ASSISTANCE NETTED WITH REVENUE ON FINANCIAL STATEMENTS -843,111. INCENTIVE PROGRAM EXPENSE NETTED WITH REVENUE ON FINANCIAL STATEMENTS -415,768. LOSS ON WRITEOFF OF ASSETS -13,732,337. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -7,471. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 7,471. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | TRANSFER TO AFFILIATE NETTED WITH REVENUE ON FINANCIAL STATEMENTS 74,565. INCENTIVE PROGRAM EXPENSE NETTED WITH REVENUE ON FINANCIAL STATEMENTS 415,768. FINANCIAL ASSISTANCE NETTED WITH REVENUE ON FINANCIAL STATEMENTS 843,111. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | INSPIRED SERVICE | NameOfEvent1 |
| Gross Receipts Event1 | 51495 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 39495 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 12000 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 10883 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 10628 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 51495 | GrossReceiptsTotal |
| Charitable Contributions Total | 39495 | CharitableContributionsTotal |
| Gross Revenue Total Events | 12000 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 10883 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 10628 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 21511 | DirectExpenseSummaryEvents |
| Net Income Summary | -9511 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| GREENWAY PRESBYTERIAN APARTMENTS INC | |||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 861063722 | 501(C)(3) | 19104 | GRANT FOR PROPERTY & EQUIPMENT |
| SOUTHWEST PHILADELPHIA PRESBYTERY APARTMENTS INC | |||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 232700459 | 501(C)(3) | 20162 | GRANT FOR PROPERTY & EQUIPMENT |
| PRESBYTERIAN APARTMENTS AT 58TH STREET INC | |||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 232605582 | 501(C)(3) | 35299 | GRANT FOR PROPERTY & EQUIPMENT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SEE PART IV | TypeOfGrant |
| Number Of Recipients | 38 | NumberOfRecipients |
| Amount Of Cash Grant | 843111 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | PART I, LINE 2: | SCHEDULE I, PART I, LINE 2: PHILADELPHIA PRESBYTERY HOMES, INC. PROVIDES ASSISTANCE TO RESIDENTS AT ROSEMONT PRESBYTERIAN VILLAGE, RYDAL PARK AND SPRING MILL PRESBYTERIAN VILLAGE (BASED ON THEIR CONTRACT TYPE AND THE AVAILABILITY OF FUNDS) WHO HAVE OUTLIVED THEIR FUNDING SOURCES BASED ON A FINANCIAL ASSISTANCE APPLICATION PROCESS. THE APPLICATION PROCESS INCLUDES A REVIEW OF THEIR ORIGINAL FINANCIAL APPLICATION COMPLETED AT MOVE-IN TO THE COMMUNITY, THEIR TAX RETURNS, BANK STATEMENTS, ASSETS AND OTHER PERTINENT INFORMATION. RESIDENTS CAN BE DENIED FINANCIAL ASSISTANCE IF RESIDENTS HAVE NOT PRUDENTLY UTILIZED THEIR FUNDS. THE ORGANIZATION ALSO HOLDS GRANT PROCEEDS FROM THIRD PARTIES FOR RELATED ORGANIZATIONS UNTIL THE ORGANIZATIONS HAVE THE ABILITY TO UTILIZE THE FUNDS. |
| PART III, COLUMN (A): | FINANCIAL ASSISTANCE TO RESIDENTS WHO HAVE OUTLIVED THEIR FUNDING SOURCES. FINANCIAL ASSISTANCE PAYS THE DIFFERENCE BETWEEN THE MONTHLY FEE AND THE RESIDENT'S INCOME STREAM (SOCIAL SECURITY, PENSION, AND OTHER SOURCES OF INCOME). |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JUDEE M BAVARIA | |||||||||||||
| 323888 | 0 | 85536 | 0 | 15560 | 0 | 43419 | 0 | 16500 | 0 | 484903 | 0 | 0 | 0 |
| CYNTHIA E HOFFMAN | |||||||||||||
| 216677 | 0 | 57240 | 0 | 11463 | 0 | 28440 | 0 | 16460 | 0 | 330280 | 0 | 0 | 0 |
| GARRY D HENNIS | |||||||||||||
| 151248 | 0 | 56700 | 0 | 8392 | 0 | 0 | 0 | 10366 | 0 | 226706 | 0 | 0 | 0 |
| MARY KENDER | |||||||||||||
| 165000 | 0 | 14350 | 0 | 0 | 0 | 13200 | 0 | 6457 | 0 | 199007 | 0 | 0 | 0 |
| JENNIFER S KAPPEN | |||||||||||||
| 153573 | 0 | 20129 | 0 | 0 | 0 | 7679 | 0 | 16849 | 0 | 198230 | 0 | 0 | 0 |
| RAYMOND J POLASKI | |||||||||||||
| 143801 | 0 | 18957 | 0 | 0 | 0 | 7190 | 0 | 16953 | 0 | 186901 | 0 | 0 | 0 |
| MICHELLE BRYK | |||||||||||||
| 130000 | 0 | 16200 | 0 | 0 | 0 | 11375 | 0 | 6936 | 0 | 164511 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | THE PRESIDENT & CEO, EXECUTIVE VP/CFO AND VP OF HUMAN RESOURCES PARTICIPATE IN A NONQUALIFIED DEFERRED COMPENSATION PLAN WHICH PROVIDES SELECT EXECUTIVES WITH THE OPPORTUNITY TO MAKE VOLUNTARY DEFERRALS OR TO RECEIVE TAX DEFERRED CONTRIBUTIONS FROM PHILADELPHIA PRESBYTERY HOMES, INC. NO AMOUNTS WERE VESTED OR PAID TO THESE INDIVIDUALS IN 2011. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTGOMERY COUNTY DEVELOPMENT AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 232245125 | IssuerEIN |
| CUSIP Number | 613609ZC3 | CUSIPNumber |
| Date Issued | 2010-12-22 | DateIssued |
| Issue Price | 40320000 | IssuePrice |
| Description Of Purpose | REFINANCING OF EXISTING DEBT, FUND CAPITAL IMPROVEMENTS, AND CONSTRUCTION | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amount Retired | 30775000 | AmountRetired |
| Total Proceeds | 40320000 | TotalProceeds |
| Amount In Reserve Fund | 3245356 | AmountInReserveFund |
| Issuance Costs From Proceeds | 904299 | IssuanceCostsFromProceeds |
| Capital Expenditures | 5000000 | CapitalExpenditures |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 0 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 1 | EngageBondCounselContracts |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART I, COLUMN (C) | Identifier |
| Return Reference | CUSIP NUMBER | ReturnReference |
| Explanation | THE BOND LISTED IN ITEM A HAS VARIOUS CUSIP NUMBERS AS FOLLOWS: 613609ZC3 613609ZD1 613609ZE9 613609ZF6 613609ZG4 613609ZH2 613609ZJ8 613609ZK5 613609ZL3 613609ZM1 613609ZR0 613609ZN9 613609ZQ2 613609ZP4 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | E ALLEN REEVES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | ENTITY OF WHICH BOARD MEMBER IS PRESIDENT | Relationship |
| Amount Of Transaction | 294708 | AmountOfTransaction |
| Description Of Transaction | BOARD MEMBER ROBERT N. REEVES, JR. IS THE PRESIDENT OF E. ALLEN REEVES, INC. PHILADELPHIA PRESBYTERY HOMES, INC. CONTRACTED WITH E. ALLEN REEVES, INC. TO COMPLETE INDEPENDENT LIVING APARTMENT TURNOVER REFURBISHMENTS AT RYDAL PARK. PHILADELPHIA PRESBYTERY HOMES, INC. FOLLOWS A CONFLICT OF INTEREST POLICY, AND ALL TRANSACTIONS ARE CONDUCTED AT ARM'S LENGTH. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE FORM 990. THE FORM 990 IS THEN SENT TO ALL BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FINALIZING AND FILING THE TAX RETURN. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES OF THE ORGANIZATION ARE REQUIRED TO ANNUALLY DISCLOSE ANY CONFLICTS OF INTEREST VIA COMPLETION OF A CONFLICTS FORM. THOSE INDIVIDUALS ARE REQUIRED TO DISCLOSE ANY AND ALL ONGOING ISSUES THAT ARISE DURING THE COURSE OF THE YEAR. SIGNED CONFLICT OF INTEREST STATEMENTS ARE GIVEN TO THE BOARD AND REVIEWED AND MAINTAINED BY THE ORGANIZATION'S COMPLIANCE OFFICER. ANY INDIVIDUAL WITH A CONFLICT OF INTEREST MUST ABSTAIN FROM VOTING ON THE MATTER. | |
| FORM 990, PART VI, SECTION B, LINE 15 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING HAS AN EXECUTIVE COMPENSATION PROGRAM DEVELOPED BY MEMBERS OF THE EXECUTIVE COMPENSATION COMMITTEE WHICH IS COMPRISED OF BOARD MEMBERS. THE COMMITTEE CONTRACTS WITH MERCER ANNUALLY TO CONDUCT MARKET STUDIES WHICH ARE USED TO ENSURE THAT SALARIES OF KEY EMPLOYEES ARE COMMENSURATE WITH SIMILARLY SIZED SENIOR LIVING ORGANIZATIONS. THE COMPENSATION PROGRAM HAS BEEN DEVELOPED TO COMPLY WITH ALL REGULATORY AND STATUTORY REQUIREMENTS AFFECTING EXECUTIVE COMPENSATION IN A NOT-FOR-PROFIT CONTEXT. ALL COMPENSATION RECOMMENDATIONS AND PROGRAM DESIGN ELEMENTS FOR THE EXECUTIVES AND KEY EMPLOYEES ARE REVIEWED BY MERCER AND THE EXECUTIVE COMPENSATION COMMITTEE TO ENSURE FULL COMPLIANCE WITH THESE REQUIREMENTS. THE EXECUTIVE COMPENSATION COMMITTEE IS COMPRISED OF INDEPENDENT PERSONS, AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED. | |
| FORM 990, PART VI, SECTION C, LINE 19 | NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC. | |
| FORM 990, PART VII | AVERAGE HOURS PER WEEK LISTED IN PART VII ARE FOR THIS LEGAL ENTITY ONLY. BOARD MEMBERS AND OFFICERS ALSO DEVOTE TIME TO THE RELATED ORGANIZATIONS LISTED ON SCHEDULE R. TOTAL AVERAGE HOURS PER WEEK FOR ALL RELATED ORGANIZATIONS ARE AS FOLLOWS: BOARD MEMBERS - 1 HOUR PER WEEK PRESIDENT & CEO JUDEE M. BAVARIA - 50 HOURS PER WEEK EXECUTIVE VP & CFO/TREASURER CYNTHIA E. HOFFMAN - 50 HOURS PER WEEK EXECUTIVE VP & COO/SECRETARY GARRY D. HENNIS - 50 HOURS PER WEEK SENIOR VP-OPERATIONS/SECRETARY MARY KENDER - 50 HOURS PER WEEK ASSISTANT SECRETARY SHARELL SHIPPEN - 40 HOURS PER WEEK VICE PRESIDENT, FINANCE JENNIFER S. KAPPEN - 50 HOURS PER WEEK VICE PRESIDENT, AFFORDABLE HOUSING RAYMOND J. POLASKI - 50 HOURS PER WEEK VICE PRESIDENT, HR MICHELLE BRYK - 50 HOURS PER WEEK | AVERAGE HOURS PER WEEK |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -3,600,762. VALUATION LOSS, BENEFICIAL INTEREST IN PERPETUAL TRUSTS -186,974. VALUATION LOSS, SPLIT INTEREST AGREEMENTS -33,437. LOSS ON WRITEOFF OF ASSETS -13,732,337. TOTAL TO FORM 990, PART XI, LINE 5: -17,553,510. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART IV, LINE 12A & PART XII, LINE 2D | INDEPENDENT AUDITORS AUDITED THE CONSOLIDATED BALANCE SHEET OF PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING AND SUBSIDIARIES AS OF DECEMBER 31, 2011, AND THE RELATED CONSOLIDATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS AND CASH FLOWS FOR THE YEAR THEN ENDED. PHILADELPHIA PRESBYTERY HOMES, INC. WAS INCLUDED IN THESE CONSOLIDATED AUDITED FINANCIAL STATEMENTS. INDEPENDENT AUDITORS ALSO AUDITED THE BALANCE SHEET OF PHILADELPHIA PRESBYTERY HOMES, INC. AS OF DECEMBER 31, 2011, AND THE RELATED STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS AND CASH FLOWS FOR THE YEAR THEN ENDED. ALTHOUGH A SEPARATE, AUDITED FINANCIAL STATEMENT WAS NOT ISSUED, THESE STATEMENTS WERE DISCRETELY PRESENTED IN THE CONSOLIDATING FINANCIAL STATEMENT SCHEDULES. | SEPARATE, INDEPENDENT AUDITED FINANCIAL STATEMENTS |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (19 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRESBYTERIAN HOME AT 58TH STREET | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 231352513 | NURSING SERVICES TO ELDERLY RESIDENTS | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| PRESBYTERIAN APARTMENTS AT 58TH STREET INC | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 232605582 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| OLD CITY PRESBYTERIAN APARTMENTS INC | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 232778769 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| TIOGA PRESBYTERIAN APARTMENTS INC | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 232763902 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| PHILADELPHIA PRESBYTERY APARTMENTS INC | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 232081651 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| PHILADELPHIA PRESBYTERY APARTMENTS OF MORRISVILLE INC | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 222466663 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| GERMANTOWN INTERFAITH HOUSING INC | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 232211053 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| SOUTHWEST PHILADELPHIA PRESBYTERY APARTMENTS INC | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 232700459 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| BALA PRESBYTERIAN HOME FOUNDATION | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 232834398 | FUNDRAISING & SUPPORT | PA | 501(C)(3) | LINE 11B, II | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| SOUTH PHILADELPHIA PRESBYTERIAN APARTMENTS INC | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 460477271 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| GREENWAY PRESBYTERIAN APARTMENTS INC | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 861063722 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| AVENUE OF THE ARTS PRESBYTERIAN-PSC APARTMENTS INC | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 233027613 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| MAKEMIE AT WHITELAND | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 208523793 | DEVELOPMENT STAGE CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| MANTUA PRESBYTERIAN APARTMENTS INC | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 205006775 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | 501(C)(3) | LINE 7 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| SOUTHWEST PHILADELPHIA NEIGHBORHOOD RENEWAL PROGRAM | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 233066741 | INACTIVE | PA | 501(C)(3) | PF | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| PRESBYSERVICES | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 233000326 | MASTER PAYROLL COMPANY | PA | 501(C)(3) | LINE 11B, II | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 232828862 | PARENT ENTITY | PA | 501(C)(3) | LINE 9 | 0 | N/A | |
| GRACE COURT INC | |||||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 232299928 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
| PHILADELPHIA PRESBYTERY HOMES WC TRUST | |||||||||||
| 985 OLD EAGLE SCHOOL RD | WAYNE | PA | 19087 | 237816031 | WORKERS COMPENSATION TRUST | PA | 501(C)(3) | LINE 9 | PHILADELPHIA PRESBYTERY HOMES AND SERVICES FOR THE AGING | 0 | |
Form990 Schedule R Part III Form990ScheduleRPartIII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|
| BENSALEM SENIOR APARTMENTS LP | |||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 233015495 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | N/A |
| RIVERSIDE SENIOR APARTMENTS LP | |||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 204952357 | LOW INCOME HOUSING FOR SENIOR CITIZENS AND HANDICAPPED | PA | N/A |
Form990 Schedule R Part IV Form990ScheduleRPartIV (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|
| PRESBYHOUSING INC | ||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 233015067 | INVESTMENT | PA | N/A | C |
| PRESBY RIVERSIDE HOUSING INC | ||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 204893872 | INVESTMENT | PA | N/A | C |
| PRESBY HOMES DEVELOPMENT CORP | ||||||||
| 2000 JOSHUA ROAD | LAFAYETTE HILL | PA | 19444 | 203999872 | INACTIVE | PA | N/A | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | 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 | 1 | 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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