2012-05-09T09:23:12-05:00 2011-06-30 PARENTEBEARD LLC 1650 MARKET STREET STE 4500 PHILADELPHIA PA 191037341 990 2010-07-01 231314352 QUARRYVILLE PRESBYTERIAN RETIREMENT COMMUNITY QUAR 7177867321 625 ROBERT FULTON HIGHWAY QUARRYVILLE PA 175661400 DIANE E ASTON 7177867321 2012-05-09 1 JULIUS C GREEN CPA JD 2159720701 2010 2016-02-24 21:20:13Z ROBERT B HAYWARD JR 625 ROBERT FULTON HIGHWAY QUARRYVILLE PA 175661400 31736748 0 X WWW.QUARRYVILLE.COM X 1948 PA MAINTAIN AND ERECT FACILITIES FOR THE CARE OF THE AGED 12 11 432 122 200890 0 269946 49371 17642312 21165619 299174 597576 1609599 197865 19821031 22010431 0 0 0 0 10820308 11207848 0 0 0 8469732 8368769 19290040 19576617 530991 2433814 48680517 51377737 43723884 41573109 4956633 9804628 X TO PROVIDE FOR THE SPIRITUAL, PHYSICAL, EMOTIONAL, AND SOCIAL NEEDS OF OUR RESIDENTS THROUGH HIGH-QUALITY FACILITIES, SERVICES, AND PERSONAL CARE IN A MANNER FAITHFUL TO THE BIBLE. 0 0 9041812 11254625 PROVIDED SKILLED AND INTERMEDIATE NURSING FACILITIES AND SERVICES TO ELDERLY PERSONS IN A CONTINUING CARE RETIREMENT COMMUNITY SETTING. DURING THE FISCAL YEAR, 254 INDIVIDUALS WERE SERVED. AS OF JUNE 30, 2011, THERE WERE 109 RESIDENTS OCCUPYING SKILLED NURSING BEDS. 4668759 4679645 PROVIDED RESIDENTIAL (INDEPENDENT LIVING) FACILITIES AND SERVICES TO ELDERLY PERSONS IN A CONTINUING CARE RETIREMENT COMMUNITY SETTING. DURING THE FISCAL YEAR, 224 INDIVIDUALS WERE SERVED. AS OF JUNE 30, 2011 THERE WERE 197 RESIDENTS OCCUPYING APARTMENTS AND COTTAGES. 3457264 3962502 PROVIDED PERSONAL CARE FACILITIES AND SERVICES TO ELDERLY PERSONS IN A CONTINUING CARE RETIREMENT COMMUNITY SETTING. DURING THE FISCAL YEAR, 101 INDIVIDUALS WERE SERVED. AS OF JUNE 30, 2011, THERE WERE 70 RESIDENTS OCCUPYING PERSONAL CARE APARTMENTS. DIACONAL SUPPORT IS PROVIDED TO RESIDENTS WHO HAVE DEMONSTRATED THE INABILITY TO PAY AND ARE NOT ELIGIBLE FOR THIRD-PARTY REIMBURSEMENT. CERTAIN RESIDENTS QUALIFY FOR CHARITY CARE UPON ADMISSION OR WHEN THEIR FINANCIAL RESOURCES ARE DEPLETED. BECAUSE THE ORGANIZATION PROVIDES DIACONAL SUPPORT TO RESIDENTS WHO ARE UNABLE TO PAY FOR THESE SERVICES, IT IS REPORTED AS A REDUCTION OF REVENUE. DIACONAL SUPPORT AMOUNTED TO $487,351 IN 2011 AND $542,256 IN 2010.ADDITIONAL BENEVOLENT CARE CONSISTS OF CONTRACT ALLOWANCES RELATED TO MEDICAL ASSISTANCE, MEDICARE, AND SUPPLEMENTAL SECURITY INCOME PROGRAMS OF $1,662,246 IN 2011 AND $1,487,990 IN 2010. 17167835 1 1 0 1 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 85 0 1 432 1 1 1 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 1 1 1 0 PA X DIANE E ASTON CFO 7177867321 625 ROBERT FULTON HIGHWAY QUARRYVILLE PA 175661400 BRUCE PETERS 1.00 X X 0 0 0 JOHN RENDER 1.00 X X 0 0 0 LEONARD BROWN 1.00 X X 0 0 0 DR BRUCE FIOL 1.00 X 0 0 0 MARK VAN GILST 1.00 X 0 0 0 DR WILLIAM GRAYBILL 1.00 X 0 0 0 GEORGE MACKENZIE 1.00 X 0 0 0 DR GUY RICHARDSON 1.00 X 0 0 0 DR DAVID WESTON 1.00 X 0 0 0 ROBERT HAYWARD JR 40.00 X X 172124 0 40190 DR CHARLES HARTZEL 1.00 X 0 0 0 JONATHAN SNELLER 1.00 X 0 0 0 DIANE ASTON 40.00 X 108445 0 29523 STEVE PHILLIPS 40.00 X 64760 0 31119 345329 0 100832 2 0 1 0 SELECT REHABILITATION INC PO BOX 809056 CHICAGO IL 606809056 REHAB SERVICES 471331 BERNARDON HABER HOLLOWAY 425 MCFARLAN ROAD SUITE 200 KENNETT SQUARE PA 19348 ARCHITECT SERVICES 240365 ARAMARK HEALTHCARE SUPPORT SCS INC PO BOX 651009 CHARLOTTE NC 282651009 DINING SERVICES 137978 3 49371 6353 49371 SKILLED CARE SERVICES 623000 11296700 11255046 41654 RESIDENTIAL LIVING SER 623000 5905545 4681731 1223814 PERSONAL CARE SERVICES 623000 3963374 3963374 21165619 318911 318911 67795 75639 -7844 -7844 -7844 9914915 14428 9640763 9915 274152 4513 278665 2511 276154 FARM OPERATION 110000 198379 198379 OTHER INCOME 900099 7330 7330 205709 22010431 19900151 200890 1860019 571545 193464 378081 8116516 7490411 626105 349309 55244 294065 1527776 1369286 158490 642702 579021 63681 60757 60757 72355 5750 66605 1102 1102 91065 91062 3 951300 848167 103133 139340 139340 2093489 1963261 130228 17196 4560 12636 1507692 1469314 38378 30412 25396 5016 23922 13199 10723 180293 180293 2059577 1867918 191659 144589 112904 31685 DIACONAL SUPPORT 487351 487351 FARM EXPENSES 172713 172713 NH ASSESSMENT TAX 158037 158037 RESIDENT/EMPLOYEE EXPEN 91917 68133 23784 LICENSE, DUES & SUBSCRI 51803 20714 31089 33859 25010 8849 19576617 17167835 2408782 0 12165 29237 5106916 3240220 1600624 1641035 363572 417545 71677731 35659891 32988737 36017840 8352009 9781030 64327 65509 132936 126090 59231 59231 48680517 51377737 2320415 2338860 7927756 8244495 13770000 13355000 61911 67451 651518 19643802 16915785 43723884 41573109 X 4887737 9772407 58896 22221 10000 10000 4956633 9804628 48680517 51377737 X 2433814 2414181 X X 0 1 1 X 0 X 476575 417088 24936 269946 49371 1237916 12931387 14033928 17141547 17591572 19900151 81598585 1863057 2072896 1311084 1281878 1265468 7794383 15271019 16523912 18477567 19143396 21214990 90630884 6000 9000 6000 24020 45020 45273 45273 45273 6000 9000 6000 24020 90293 90540591 780182 823742 678561 497579 414667 3194731 780182 823742 678561 497579 414667 3194731 42647 81163 2386 200890 327086 125052 71744 282943 7330 487069 16093848 17553869 19230258 19923918 21837877 94639770 0.95670 0.95030 0.03380 0.04040 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1102 1102 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE ORGANIZATION PAYS DUES TO A MEMBER ORGANIZATION DEDICATED TO ISSUES INVOLVING CONTINUING CARE FACILITIES AND HELP AND SUPPORT FOR THE ELDERLY. THE PERCENTAGE OF DUES DEDICATED TO LOBBYING IS 6.72%. THE ORGANIZATION PAID $16,400 IN DUES FOR A TOTAL OF $1,102 DUES ALLOCATED TO LOBBYING. 0 1 12360 27 12387 12334 26 12360 12235 99 12334 0.00000 0.81000 0.19000 0 0 14906 900958 915864 439859 30171339 14828559 15782639 16225 9795213 7399866 2411572 200546 30138686 13431467 16907765 36017840 LIABILITIES TO RESIDENTS 11581477 OBLIGATION TO PROVIDE FUTURE SERVICES 1263000 ACCRUED PENSION LIABILITY 4071308 16915785 22010431 19576617 2433814 841252 1572929 2414181 4847995 24012900 841252 1161217 2002469 22010431 0 22010431 19164905 75639 75639 19089266 487351 487351 19576617 PART IV, LINE 2B: THE FUNDS HELD BELONG TO RESIDENTS WHO ARE NOT ABLE TO MANAGE THEIR OWN FINANCES. THE FUNDS ARE USED TO PAY FOR SERVICES THE ORGANIZATION PROVIDES AND ALSO TO PROVIDE THE RESIDENT WITH FUNDS FOR THEIR OWN PERSONAL NEEDS. THE RESIDENT CAN REQUEST A PAYMENT FROM THE ACCOUNT BY COMPLETING A CHECK REQUEST FORM OR CAN OBTAIN CASH BY COMPLETING A PETTY CASH VOUCHER. THE RESIDENTS RECEIVE A MONTHLY STATEMENT. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENTS FUNDS ARE USED FOR NURSING SCHOLARSHIPS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT HAS DETERMINED THAT THERE WERE NO MATERIAL TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2011 AND 2010. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2010, 2009, AND 2008 REMAIN SUBJECT TO EXAMINATION BY THE APPROPRIATE TAXING AUTHORITIES. PART XI, LINE 8 - OTHER ADJUSTMENTS: MINIMUM PENSION LIABILITY ADJUSTMENT 1,572,929. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 75,639. MINIMUM PENSION LIABILITY ADJUSTMENT 1,572,929. DIACONAL SUPPORT -487,351. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 75,639. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DIACONAL SUPPORT 487,351. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 ROBERT HAYWARD JR 160124 0 12000 0 0 0 13243 0 26947 0 212314 0 93757 0 PART I, LINE 1A THE CHAPLAIN IS PROVIDED HOUSING, INCLUDING UTILITIES, FREE OF CHARGE. THE ORGANIZATION CONFIRMS TO THE NON-TAXABLE HOUSING ALLOWANCE GUIDELINES PER THE IRS' RULES AND REGULATIONS. PART I, LINE 7 BONUSES PAID TO TOP OFFICERS OF THE CORPORATION ARE RECOMMENDED TO THE BOARD OF DIRECTORS BY THE COMPENSATION COMMITTEE. THE BONUSES ARE AT THE DISCRETION OF THE BOARD AND AS SUCH, WOULD BE CONSIDERED NON-FIXED PAYMENTS. FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES DO NOT HAVE THE AUTHORITY TO ACT ON BEHALF OF THE BOARD. ALL MATTERS ARE TAKEN TO FULL BOARD FOR APPROVAL AND ACTION. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT AND FINANCE COMMITTEE WILL PERFORM THE INITIAL REVIEW OF THE FORM 990. ONCE APPROVED, EACH MEMBER OF THE GOVERNING BODY WILL RECEIVE A COPY OF THE FORM 990 BY E-MAIL PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR DURING ANNUAL ETHICS TRAINING ALL EMPLOYEES ARE REQUIRED TO SIGN A CODE OF ETHICS/CONFLICT OF INTEREST STATEMENT. THE BOARD OF DIRECTORS ALSO SIGNS THE CODE OF ETHICS/CONFLICT OF INTEREST STATEMENT ANNUALLY. THERE IS A PLACE ON THE FORM FOR THE DISCLOSURE OF RELATIONSHIPS THAT COULD BE CONSIDERED A CONFLICT OF INTEREST. ALL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY HUMAN RESOURCES. AMY DISCLOSURES ARE REPORTED TO THE HEAD OF THE ETHICS COMMITTEE AND THE CFO. REPORTS OF ETHICAL ISSUES ARE REVIEWED AND RESOLVED BY THE HEAD OF THE ETHICS COMMITTEE AND THE CEO. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICER'S SALARY IS RECOMMENDED BY THE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS AND IS APPROVED BY THE FULL BOARD. SALARY SURVEYS AND FORMS 990 OF OTHER NOT-FOR-PROFITS ARE USED FOR COMPARATIVE PURPOSES TO ENSURE ANY COMPENSATION DECISIONS ARE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. THE DELIBERATION AND DECISION IS DOCUMENTED IN THE MINUTES OF THE EXECUTIVE COMMITTEE. THE FINANCE COMMITTEE RECOMMENDS APPROVAL OF THE BUDGET TO THE FULL BOARD. THE BUDGET INCLUDES A MAXIMUM PERCENTAGE INCREASE IN SALARY FOR ALL STAFF, WHICH INCLUDES KEY EMPLOYEES. THE JOB PERFORMANCE OF EACH EMPLOYEE IS TAKEN INTO CONSIDERATION AS PART OF THE PERFORMANCE REVIEW PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE ON GUIDESTAR AND IS ALSO AVAILABLE UPON REQUEST. THE DISCLOSURE STATEMENTS AS REQUIRED BY THE DEPARTMENT OF INSURANCE ARE ALSO AVAILABLE UPON REQUEST. THE ORGANIZATION DOES NOT MAKE THE GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION SINCE IT IS NOT REQUIRED BY FEDERAL OR STATE LAW. THE ORGANIZATION INCLUDES A COPY OF ITS FINANCIAL STATEMENTS WITH THE STATE REGISTRATION FILED WITH THE PENNSYLVANIA DEPARTMENT OF STATE, BUREAU OF CHARITABLE ORGANIZATIONS. THESE DOCUMENTS ARE A MATTER OF PUBLIC RECORD AND CAN BE VIEWED AT THE BUREAU OFFICE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 841,252. MINIMUM PENSION LIABILITY ADJUSTMENT 1,572,929. TOTAL TO FORM 990, PART XI, LINE 5: 2,414,181. AUDIT OVERSIGHT: FORM 990, PAGE 12, PART XII, LINE 2C THE AUDIT AND FINANCE COMMITTEE BOARD MEMBERS OVERSEE THE SELECTION OF THE INDEPENDENT AUDITORS, THE REVIEW OF INVESTMENT STATEMENTS, AND OF THE AUDITED FINANCIAL STATEMENTS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WHISTLEBLOWER POLICY: FORM 990, PAGE 6, PART VI, SECTION B, LINE 13 THE ORGANIZATION DOES NOT CURRENTLY HAVE A WHISTLEBLOWER POLICY IN PLACE BUT IS IN THE PROCESS OF IMPLEMENTING ONE.