PASSAVANT RETIREMENT & HEALTH CENTER: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- PASSAVANT RETIREMENT & HEALTH CENTER (EIN 25-0986051)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-15
- IRS object ID
- 201220769349300532
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-15T15:19:27-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 STANWIX STREET SUITE 900 | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 15222 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 250986051 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PASSAVANT RETIREMENT AND HEALTH CENTER | BusinessNameLine1 |
| Business Name Line2 | D/B/A PASSAVANT RETIREMENT COMMUNITY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PASS | NameControl |
| Phone | 7247422246 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 FREEDOM ROAD | AddressLine1 |
| City | CRANBERRY TOWNSHIP | City |
| State | PA | State |
| ZIP Code | 16066 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN Q DIGIROLAMO | Name |
| Title | CHIEF FINANCIAL OFFICER | Title |
| Phone | 7247422246 | Phone |
| Date Signed | 2012-03-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN R LENART EA | Name |
| Phone | 4122819690 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID J FENOGLIETTO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 FREEDOM ROAD | AddressLine1 |
| City | CRANBERRY TOWNSHIP | City |
| State | PA | State |
| ZIP Code | 16066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 27381498 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LUTHERANSENIORLIFE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1905 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | CONTINUING CARE RETIREMENT COMMUNITY PROVIDING FAITH-BASED NON PROFIT SERVICES TO ELDERS IN WESTERN PENNSYLVANIA. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 420 | TotalNbrEmployees |
| Total Nbr Volunteers | 423 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 324782 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1098025 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 24001699 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 24618698 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 116761 | InvestmentIncomePriorYear |
| Investment Income Current Year | 326769 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 1237005 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1252478 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 25680247 | TotalRevenuePriorYear |
| Total Revenue Current Year | 27295970 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 12669275 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 13156751 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 10804458 | OtherExpensePriorYear |
| Other Expenses Current Year | 11525998 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 23473733 | TotalExpensesPriorYear |
| Total Expenses Current Year | 24682749 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 2206514 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 2613221 | RevenuesLessExpensesCY |
| Total Assets BOY | 54070178 | TotalAssetsBOY |
| Total Assets EOY | 57155336 | TotalAssetsEOY |
| Total Liabilities BOY | 28672002 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27084645 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25398176 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 30070691 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PASSAVANT RETIREMENT COMMUNITY IS A 501(C)(3) CONTINUING CARE RETIREMENT COMMUNITY WITH A 100+ YEAR HISTORY OF PROVIDING FAITH-BASED, NON PROFIT SERVICES TO ELDERS IN WESTERN PENNSYLVANIA. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 19719270 | Expense |
| Grants | 0 | Grants |
| Revenue | 25194510 | Revenue |
| Description | PASSAVANT RETIREMENT COMMUNITY IS A 501(C)(3) CONTINUING CARE RETIREMENT COMMUNITY WITH OVER 105 YEARS OF HISTORY OF PROVIDING FAITH-BASED, NON PROFIT SERVICES TO ELDERS IN WESTERN PENNSYLVANIA. LOCATED ON 42 ACRES IN ZELIENOPLE, PA, PASSAVANT RETIREMENT COMMUNITY IS ONE OF THE LUTHERAN SENIORLIFE COMMUNITIES DEDICATED TO PROVIDING OPPORTUNITIES FOR SENIORS TO EXPERIENCE AN ABUNDANT LIFE. PASSAVANT PROVIDES RESIDENTIAL LIVING IN A NUMBER OF VENUES-COTTAGES, VILLAS AND APARTMENTS-PERSONAL CARE IN TWO VENUES AND LONG-TERM AND SKILLED NURSING CARE, AVERAGING 560 RESIDENTS PER MONTH ON CAMPUS DURING THE FISCAL YEAR. IN THE YEAR ENDING JUNE 30, 2011, PASSAVANT PROVIDED 54,555 DAYS OF NURSING SERVICES, 26,415 OF WHICH WERE COVERED THROUGH MEDICAL ASSISTANCE PAYMENTS. THE STAFF AT PASSAVANT IS COMMITTED TO PROVIDING SENIORS WITH OPPORTUNITIES TO LIVE LIFE ABUNDANTLY, WHICH IS ACCOMPLISHED THROUGH DELIVERING PERSON CENTERED CARE AND FOCUSING ON COMMUNITY LIFE. PROGRAMS AND SERVICES ARE OFFERED IN SIX SPHERES-PHYSICAL, SPIRITUAL, RECREATIONAL, INTELLECTUAL, VOCATIONAL, AND CREATIVE-PROVIDING OPPORTUNITIES FOR EACH RESIDENT TO LEARN AND GROW NO MATTER THEIR AGE. WE CONTINUE TO STRIVE TO PROVIDE EXCEPTIONAL PERSON CENTERED CARE AND CONTINUE TO BE RECOGNIZED BY CMS AS A 4 STAR FACILITY.IN THE YEAR ENDING JUNE 30, 2011, PASSAVANT RETIREMENT COMMUNITY PROVIDED 57,378 DAYS OF SERVICE TO PERSONAL CARE RESIDENTS. BECAUSE RESIDENTS ACCEPTED INTO OUR CONTINUUM ARE NOT ASKED TO LEAVE SHOULD THEY OUTLIVE THEIR RESOURCES, OUR PERSONAL CARE LEVEL IS WHERE MOST OF OUR "BENEVOLENT CARE" DOLLARS ARE SPENT. $463,210 OF "BENEVOLENT CARE" WAS PROVIDED TO PERSONAL CARE RESIDENTS IN THE YEAR ENDING JUNE 30, 2011. OUR WAITING LIST REMAINS STRONG (6 MONTHS OR LONGER) FOR OUR PERSONAL CARE APARTMENTS AND CONSEQUENTLY OUR OCCUPANCY LEVELS ARE STABLE AT 93.2%. WITTENBERG PLACE, AN INDEPENDENT LIVING APARTMENT BUILDING OF 72 APARTMENTS, ENDED THE YEAR WITH A CENSUS OF 80.5%, WHICH IS DOWN FROM PREVIOUS YEARS. DUE TO THE FACT THAT MANY RESIDENTS HAVE RESIDED THERE FOR A LONG PERIOD OF TIME A NUMBER OF APARTMENTS ARE CURRENTLY BEING RENTED CONSIDERABLY BELOW MARKET RATES. THE ASSISTANCE SUBSIDY PROVIDED TO THE RESIDENTS OF WITTENBERG BY PASSAVANT IS APPROXIMATELY $199,000 ANNUALLY, INCLUDING $51,875 OF BENEVOLENT CARE. AS OF JUNE 30, 2011 THERE WERE 97 COTTAGES, 18 VILLAS AND 24 MANOR HOME APARTMENTS AVAILABLE ON PASSAVANT'S CAMPUS WHERE INDEPENDENT AND ACTIVE SENIORS LIVE, WHICH INCLUDES TWO ORIGINAL COTTAGES ON OUR CAMPUS (CIRCA 1907). CENSUS WAS AT 84.8%. THE DECLINE FROM PREVIOUS YEARS IS DUE TO THE RELOCATION OF A NUMBER OF RESIDENTS TO PREPARE FOR A MAJOR CAMPUS REPOSITIONING. A NUMBER OF PASSAVANT'S INDEPENDENT COTTAGES ARE RENTED BELOW THE CURRENT MARKET RATE. AS A RESULT, THE PASSAVANT COMMUNITY SUBSIDIZES THE COTTAGE RENTAL BY APPROXIMATELY $185,000 ANNUALLY, INCLUDING $47,469 OF BENEVOLENT CARE. AS MENTIONED ABOVE PASSAVANT TOOK ITS FIRST STEPS TOWARDS A MAJOR CAMPUS REPOSITIONING WHICH IT HAS BEEN PLANNING FOR OVER TWO YEARS. THE FIRST STEPS INVOLVED THE BEGINNING OF RELOCATING OF A NUMBER OF INDEPENDENT LIVING RESIDENTS TO OTHER RESIDENCES ON CAMPUS TO PREPARE FOR THE NEW BUILDING. INFRASTRUCTURE IMPROVEMENTS COMMENCED IN THE FIRST QUARTER OF FY 12 AND CONSTRUCTION OF THE NEW BUILDING WILL COMMENCE IN THE SECOND QUARTER OF FY 2012. WE CONTINUE TO PROVIDE PROGRAMMING TO THE COMMUNITY AT LARGE THROUGH THE HIGHMARK SILVERSNEAKERS EXERCISE PROGRAM AND HAVE OVER 480 PEOPLE REGISTERED AS PARTICIPANTS. WE ALSO PROVIDE PERSONAL NUTRITION CONSULTATIONS THROUGH HIGHMARK TO RESIDENTS, EMPLOYEES AND COMMUNITY MEMBERS. WE OFFERED A FARMER'S MARKET TO RESIDENTS, STAFF AND COMMUNITY THROUGHOUT THE SUMMER MONTHS WHICH HAS BEEN WELL RECEIVED. RESIDENTS ALL OVER CAMPUS CONTINUE TO HAVE THE OPPORTUNITY TO PARTICIPATE IN MANY PROGRAMS THAT SUPPORT THEIR ABUNDANT LIFE. PROGRAMS CONTINUE TO BE OFFERED IN EACH OF THE SIX SPHERES - PHYSICAL, SPIRITUAL, RECREATIONAL, INTELLECTUAL, VOCATIONAL, AND CREATIVE-AND RESIDENTS CONTINUE TO REPORT FEELING VALIDATED IN THEIR PURSUITS. OUR CAMPUS ALSO REMAINS HOME TO THE ZELIENOPLE SENIOR CENTER PROVIDING PROGRAMS AND SERVICES ALONG WITH A HOT LUNCH TO SENIORS ON CAMPUS AS WELL AS TO THE COMMUNITY. IT IS A WONDERFUL COMMUNITY OUTREACH WHICH WE'RE THRILLED TO HOST. IN ADDITION PASSAVANT SUPPORTS THE LOCAL COMMUNITY THROUGH SEVERAL INITIATIVES SUCH AS SALVATION ARMY'S RING THE BELL, SPONSORSHIP OF ZELIENOPLE'S HORSETRADING DAYS AND THROUGH CONTRIBUTIONS TO THE COMMUNITY CHEST. | Description |
| Total Program Service Expense | 19719270 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 13 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 420 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SUSAN Q DIGIROLAMO | NamePerson |
| Telephone Number | 7247761100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 FREEDOM ROAD | AddressLine1 |
| City | CRANBERRY TOWNSHIP | City |
| State | PA | State |
| ZIP Code | 16066 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| LAURA ROY | ||||||
| EXECUTIVE DIRECTOR | 1.00 | X | X | 108215 | 0 | 25669 |
| DR ERIC D KOFMEHL | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| REV ROBERT MUSSER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| CHARLES SNYDER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| DAVID J FENOGLIETTO | ||||||
| CHIEF EXECUTIVE OFFICER | 1.00 | X | X | 0 | 249142 | 57389 |
| SUSAN Q DIGIROLAMO | ||||||
| CHIEF FINANCIAL OFFICER | 1.00 | X | X | 0 | 110200 | 26139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 108215 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 359342 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 109197 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MORRISON MANAGEMENT SPECIALISTS | |||||
| 5801 PEACHTREE DUNWOODY DRIVE | ATLANTA | GA | 30342 | DINING | 1659465 |
| NOELKER AND HULL ASSOCINC | |||||
| 30 WEST KING STREET | CHAMBERSBURG | PA | 17201 | PROFESSIONAL | 918687 |
| PARIS HEALTHCARE LINEN SERVICES | |||||
| PO BOX 1043 | DUBOIS | PA | 15801 | LAUNDRY | 267065 |
| GALINO CONSTRUCTION | |||||
| 475 CHAPEL ROAD | BEAVER | PA | 15009 | CONSTRUCTION | 222464 |
| PFEIFER CARPET AND TILE | |||||
| 300 MARSHALL WAY | MARS | PA | 16046 | PROFESSIONAL | 209528 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| All Other Contributions | 1098025 | AllOtherContributions |
| Noncash Contributions | 22368 | NoncashContributions |
| Total Contributions | 1098025 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| PATIENT SERVICE REVENU | 623000 | 13376095 | 13376095 |
| RESIDENT SERVICE REVEN | 623000 | 7571842 | 7571842 |
| ASSISTED LIVING REVENU | 623000 | 3670761 | 3670761 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 24618698 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 253300 | TotalRevenueColumn |
| Exclusion | $253,300 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 76507 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 85528 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -9021 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -9021 | TotalRevenueColumn |
| Exclusion | -$9,021 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73169 | Securities |
| Other | 300 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 73169 | Securities |
| Other | 300 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 73469 | TotalRevenueColumn |
| Exclusion | $73,469 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| MISCELLANEOUS | 900099 | 685687 | $685,687 | |
| NURSING HOME ASSESSMEN | 623000 | 460268 | 460268 | |
| MANAGEMENT INCOME | 623000 | 115544 | 115544 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 1261499 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27295970 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25194510 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,003,435 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 133884 | Total |
| Program Services | 115144 | ProgramServices |
| Management And General | 18740 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10336980 | Total |
| Program Services | 8890127 | ProgramServices |
| Management And General | 1446853 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143544 | Total |
| Program Services | 123452 | ProgramServices |
| Management And General | 20092 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1857464 | Total |
| Program Services | 1841645 | ProgramServices |
| Management And General | 15819 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 684879 | Total |
| Program Services | 589017 | ProgramServices |
| Management And General | 95862 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1542155 | Total |
| Management And General | 1542155 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 75564 | Total |
| Program Services | 1361 | ProgramServices |
| Management And General | 74203 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31787 | Total |
| Management And General | 31787 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2866714 | Total |
| Program Services | 2518396 | ProgramServices |
| Management And General | 348318 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107700 | Total |
| Management And General | 107700 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 455609 | Total |
| Program Services | 284240 | ProgramServices |
| Management And General | 171369 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 911394 | Total |
| Program Services | 911394 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12023 | Total |
| Program Services | 8292 | ProgramServices |
| Management And General | 3731 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12368 | Total |
| Program Services | 9144 | ProgramServices |
| Management And General | 3224 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332644 | Total |
| Program Services | 332644 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2443512 | Total |
| Program Services | 2443512 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311473 | Total |
| Program Services | 47 | ProgramServices |
| Management And General | 311426 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| RESIDENT EXPENSE | 1095598 | 977469 | 118129 | 0 |
| MAINTENANCE AND EQUIPME | 758284 | 640999 | 117285 | 0 |
| NURSING HOME ASSESSMENT | 202374 | 0 | 202374 | 0 |
| BAD DEBT EXPENSE | 144519 | 0 | 144519 | 0 |
| EVENTS AND ACTIVITIES | 117041 | 21443 | 95598 | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105239 | Total |
| Program Services | 10944 | ProgramServices |
| Management And General | 94295 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24682749 | Total |
| Program Services | 19719270 | ProgramServices |
| Management And General | 4963479 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2100 | BOY |
| EOY | 2100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2853093 | BOY |
| EOY | 1940501 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5400 | BOY |
| EOY | 5782 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1880638 | BOY |
| EOY | 1670328 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66092 | BOY |
| EOY | 65270 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 255956 | BOY |
| EOY | 369192 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 64506812 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 37683188 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26644164 | BOY |
| EOY | 26823624 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15521044 | BOY |
| EOY | 21877546 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1556971 | BOY |
| EOY | 1817590 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5284720 | BOY |
| EOY | 2583403 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54070178 | BOY |
| EOY | 57155336 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1658910 | BOY |
| EOY | 1744026 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3456410 | BOY |
| EOY | 3132466 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15517310 | BOY |
| EOY | 14441019 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8039372 | BOY |
| EOY | 7767134 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28672002 | BOY |
| EOY | 27084645 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23252053 | BOY |
| EOY | 27650799 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223833 | BOY |
| EOY | 290365 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1922290 | BOY |
| EOY | 2129527 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25398176 | BOY |
| EOY | 30070691 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54070178 | BOY |
| EOY | 57155336 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 2613221 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2059294 | ReconcilationOtherChanges |
| 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 | 623361 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 429954 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1284197 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 324782 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1098025 | CurrentTaxYear |
| Total | 3760319 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 21535181 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21960376 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22881427 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24001699 | CurrentTaxYearMinus1Year |
| Current Tax Year | 24618698 | CurrentTaxYear |
| Total | 114997381 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22158542 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 22390330 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 24165624 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24326481 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25716723 | CurrentTaxYear |
| Total | 118757700 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 118757700 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 722479 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 739305 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 417878 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 309128 | CurrentTaxYearMinus1Year |
| Current Tax Year | 329807 | CurrentTaxYear |
| Total | 2518597 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 722479 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 739305 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 417878 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 309128 | CurrentTaxYearMinus1Year |
| Current Tax Year | 329807 | CurrentTaxYear |
| Total | 2518597 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 470668 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 742172 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1029462 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1178733 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1261499 | CurrentTaxYear |
| Total | 4682534 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23351689 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 23871807 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 25612964 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 25814342 | CurrentTaxYearMinus1Year |
| Current Tax Year | 27308029 | CurrentTaxYear |
| Total | 125958831 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.94280 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.94560 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02000 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02160 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 125757 | OtherCostOrOtherBasis |
| Book Value | 125757 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 52874930 | OtherCostOrOtherBasis |
| Depreciation | 30492962 | Depreciation |
| Book Value | 22381968 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1552889 | OtherCostOrOtherBasis |
| Depreciation | 1108201 | Depreciation |
| Book Value | 444688 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7761804 | OtherCostOrOtherBasis |
| Depreciation | 6082025 | Depreciation |
| Book Value | 1679779 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2191432 | OtherCostOrOtherBasis |
| Book Value | 2191432 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 26823624 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FUNDS HELD FOR RESIDENTS | $81,741 |
| AFFILIATE PAYABLES | $172,317 |
| REFUNDABLE ADVANCE FEES | $7,493,875 |
| DUE TO THIRD PARTY PAYER | $19,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 7767134 | TotalOfAmounts |
| Total Revenue | 27295970 | TotalRevenue |
| Total Expenses | 24682749 | TotalExpenses |
| Excess Or Deficit For Year | 2613221 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1835665 | NetUnrealizedGLOnInvestments |
| Other | $223,629 | OtherAmount |
| Total Adjustments | 2059294 | TotalAdjustments |
| Excess Or Deficit Per FS | 4672515 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 29440792 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1835665 | NetUnrealizedGainsInvestments |
| Other Revenues | 223629 | OtherRevenues |
| Revenue Not Rptd F990 | 2059294 | RevenueNotRptdF990 |
| Revenue Subtotal | 27381498 | RevenueSubtotal |
| Other Revenues Not Included | -85528 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -85528 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 27295970 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 24768277 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 85528 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 85528 | ExpensesNotRptdF990 |
| Expenses Subtotal | 24682749 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 24682749 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | PASSAVANT ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2011 AND 2010. PASSAVANT'S FEDERAL INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2010, 2009, AND 2008 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | VALUATION GAIN, BENEFICIAL INTEREST IN PERPETUAL TRUSTS 207,237. VALUATION GAIN, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 16,392. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | VALUATION GAIN, BENEFICIAL INTEREST IN PERPETUAL TRUSTS 207,237. VALUATION GAIN, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 16,392. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -85,528. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 85,528. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID J FENOGLIETTO | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 241942 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 7200 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 57389 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 306531 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | EMAILED A COPY OF THE FINAL FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. | |
| ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REQUIRED FROM ALL BOARD MEMBERS AND EXECUTIVES. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE EXECUTIVE COMMITTEE OF THE LUTHERAN SENIORLIFE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW IN JULY. THE VP OF HUMAN RESOURCES COMPILES MARKET INFORMATION FOR THE COMMITTEES REVIEW. THE BOARD THEN DETERMINES THE COMPENSATION FOR THE CEO. | FORM 990, PART VI, SECTION B, LINE 15A | |
| GOVERNING DOCUMENTS AND TAX FORMS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,835,665. VALUATION GAIN, BENEFICIAL INTEREST IN PERPETUAL TRUSTS 207,237. VALUATION GAIN, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 16,392. TOTAL TO FORM 990, PART XI, LINE 5: 2,059,294. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LUTHERAN SENIORLIFE | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251527666 | TO PROVIDE SUPPORT AND MANAGEMENT TO EXEMPT AFFILIATES | PA | 501(C)(3) | 509(A)(3) TYPE I | N/A | 0 | |
| ST JOHN LUTHERAN CARE CENTER DBA ST JOHN SPECIALTY CARE CENTER | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 250969478 | SKILLED NURSING AND PERSONAL CARE FACILITY SERVING MORE THAN 300 RESIDENTS | PA | 501(C)(3) | 509(A)(2) | 0 | LUTHERAN SENIORLIFE | |
| LUTHER COURT INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251527660 | TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY | PA | 501(C)(3) | 509(A)(2) | 0 | LUTHERAN SENIORLIFE | |
| LAS GERIATRIC CARE SERVICES INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251738347 | PROVIDER OF MEDICAL GERIATRIC THERAPY SERVICES TO ITS EXEMPT AFFILIATES | PA | 501(C)(3) | 509(A)(2) | 0 | LUTHERAN SENIORLIFE | |
| LUTHERAN SENIORLIFE FOUNDATION | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251705233 | ORGANIZATION THAT PROMOTES THE CHARITABLE INTERESTS OF ITS EXEMPT AFFILIATES | PA | 501(C)(3) | 170(B)(1)(A)(VI) | 0 | LUTHERAN SENIORLIFE | |
| SAMARITAN HEALTH CARE INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251527663 | TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY | PA | 501(C)(3) | 509(A)(2) | 0 | LUTHERAN SENIORLIFE | |
| VIECARE INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 205900922 | PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY | PA | 501(C)(3) | 509(A)(2) | 0 | LUTHERAN SENIORLIFE | |
| VIECARE BEAVER LLC DBA LIFE BEAVER AND LAWRENCE COUNTIES | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 260363509 | PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY | PA | 501(C)(3) | 170(B)(1)(A)(VI) | 0 | LUTHERAN SENIORLIFE | |
| VIECARE BUTLER LLC DBA LIFE BUTLER COUNTY | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 208512169 | PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY | PA | 501(C)(3) | 170(B)(1)(A)(VI) | 0 | LUTHERAN SENIORLIFE | |
| MARS HOLDINGS INC | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 251883384 | DEVELOPING ALZHEIMERS FACILITY PROVIDING ASSISTED LIVING SERVICES | PA | 501(C)(3) | 509(A)(3) TYPE I | 0 | LUTHERAN SENIORLIFE | |
| BEHOME PARTNERS | |||||||||||
| 1323 FREEDOM ROAD | CRANBERRY TOWNSHIP | PA | 16066 | 202932676 | PROVIDER OF HOME HEALTH SERVICES IN SKILLED NURSING, THERAPY, & PRIVATE DUTY | PA | 501(C)(3) | 509(A)(2) | 0 | LUTHERAN SENIORLIFE | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMON PROPERTY DEVELOPMENT COMPANY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1323 FREEDOM ROAD | AddressLine1 |
| City | CRANBERRY TOWNSHIP | City |
| State | PA | State |
| ZIP Code | 16066 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205133658 | EIN |
| Primary Activity | PROVIDER OF SENIOR HOUSING | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Comments