2012-11-09T13:37:31-06:00 2011-12-31 232932984 PARENTEBEARD LLC 1869 CHARTER LANE STE 301 LANCASTER PA 17601 990 2011-01-01 231365176 UNITED ZION RETIREMENT COMMUNITY UNIT 7176262071 722 FURNACE HILLS PIKE LITITZ PA 17543 PHILIP BURKHOLDER 7176262071 2012-11-06 1 MICHAEL S FREY P00327329 7173935696 2011 2016-02-24 21:20:13Z PHILIP BURKHOLDER 722 FURNACE HILLS PIKE LITITZ PA 17543 10161734 0 X WWW.UZRC.ORG X 1905 PA SUPERIOR QUALITY SERVICES FOR THE ELDERLY BASED ON CHRISTIAN PRINCIPLES 9 9 184 65 0 0 61229 51388 7218296 7588950 594216 280684 10230 226220 7883971 8147242 0 950 0 0 4081864 4483653 0 0 10244 2822604 3335050 6904468 7819653 979503 327589 18801310 18508807 9588130 9477597 9213180 9031210 X OUR MISSION IS TO PROVIDE SUPERIOR QUALITY SERVICES TO THE AGING, BASED ON CHRISTIAN PRINCIPLES, IN A LOVING AND CARING COMMUNITY ENCOURAGING INDEPENDENCE, PROMOTING WELLNESS AND PRESERVING HUMAN DIGNITY. 0 0 6840904 7588950 AT UNITED ZION RETIREMENT COMMUNITY, MAINTAINING AN INDIVIDUAL'S HIGHEST LEVEL OF INDEPENDENCE REMAINS OUR GOAL WHETHER SUPPORTING THEM IN OUR RESIDENTIAL COTTAGES OR APARTMENTS, IN OUR PERSONAL CARE FACILITY OR IN OUR HEALTHCARE FACILITY. OUR PERSONAL CARE FACILITY PROVIDES 24 HOUR ASSISTIVE CARE IN ONE BEDROOM OR EFFICIENCY STYLE APARTMENTS, WITH ACCESS TO DINING VENUES, AND DAILY ACTIVITY OPTIONS INCLUDING MORNING DEVOTIONS IN THE CHAPEL. THE HEALTHCARE FACILITY PROVIDES RESIDENTS WITH 24 HOUR NURSING CARE IN A MODERN PRIVATE OR SEMI-PRIVATE ROOM. UNITED ZION RETIREMENT COMMUNITY HAS A LONG STANDING TRADITION FOR HIGH QUALITY CARE NOT ONLY FOR LONG-TERM RESIDENTS UP TO AND INCLUDING EXCELLENT END OF LIFE SUPPORT BUT ALSO FOR SHORT TERM REHAB TO HOME RESIDENTS. WE ARE A FOUR STAR RATED HEALTHCARE FACILITY AND OUR DEPARTMENT OF PUBLIC WELFARE AND DEPARTMENT OF HEALTH SURVEYS ARE CONSPICUOUSLY DISPLAYED ON OUR RESPECTIVE PERSONAL CARE OR HEALTHCARE BULLETIN BOARDS.UNITED ZION RETIREMENT COMMUNITY ALSO ENSURES THAT OUR RESIDENTS GET TO BE AS SOCIAL AND ACTIVE AS POSSIBLE. WE OFFER SEVERAL ACTIVITIES AND AMENITIES SUCH AS THE GARDEN CLUB, CULINARY GARDENS, DISPLAY COOKING, WEDNESDAY EVENING SINGING/MUSIC IN THE CHAPEL, AND MONTHLY "NEIGHBORHOOD BREAKFASTS" AMONG OTHER PROGRAMS AND EVENTS.THE COMMUNITY PROVIDES CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE THE COMMUNITY DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, SUCH AMOUNTS ARE NOT REPORTED AS REVENUES. THE COMMUNITY MAINTAINS RECORDS TO IDENTIFY THE COST OF PROVIDING CHARITY CARE BASED UPON THE DIRECT AND INDIRECT COSTS IDENTIFIED WITH THE SPECIFIC CHARITY CARE PROVIDED. THE LEVEL OF CHARITY CARE PROVIDED AMOUNTED TO APPROXIMATELY $855,000 IN 2011 INCLUDING COSTS RELATED TO THE MEDICAID PROGRAM.FOR 2011 IN THE NURSING FACILITY, 42% OF THE 20,128 RESIDENT DAYS WERE PAID BY MEDICAL ASSISTANCE. IN PERSONAL CARE, 21% OF THE 10,153 DAYS WERE BENEVOLENT FUNDS. 6840904 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 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 0 0 1 8 0 1 184 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X NATHANIEL WEBER CONTROLLER 7176262071 722 FURNACE HILLS PIKE LITITZ PA 17543 REV LEON EBERLY 1.00 X X 0 0 0 JOHN E FRY 1.00 X X 0 0 0 LEON KURTZ 1.00 X X 0 0 0 JOHN BASHORE 1.00 X X 0 0 0 NEIL COPENHAVER 1.00 X 0 0 0 ELMER WEAVER 1.00 X 0 0 0 EDWIN MONTIJO 1.00 X 0 0 0 LUISE READING 1.00 X 0 0 0 BARRY HOFFER 1.00 X 0 0 0 PHILIP BURKHOLDER 37.50 X 111399 0 38125 NATHANIEL WEBER 37.50 X 11104 0 2885 122503 0 41010 1 0 0 0 REHABCARE GROUP 7733 FORSYTH BLVD SUITE 2300 ST LOUIS MO 63105 THERAPY - PT, OT, ST 386598 1 51388 51388 RESIDENT REVENUE 623000 7588950 7588950 7588950 246485 246485 10900 11182 -282 -282 -282 2037509 2001330 1980 36179 -1980 34199 34199 STATE ASSESSMENT REVEN 623000 189626 189626 MISCELLANEOUS REVENUE 623000 36876 36876 226502 8147242 7588950 0 506904 950 950 163513 138844 17619 7050 3357518 3033222 322433 1863 48372 33338 15034 575527 500826 73939 762 338723 315595 22559 569 -191 -191 25412 25412 462 462 129870 129870 868403 721976 146427 13089 4599 8490 445276 387908 57368 29723 4446 25277 689277 595727 93550 27156 17594 9562 645927 645927 4758 4758 MEDICAL SUPPLIES 331870 331870 STATE NH ASSESSMENT TAX 92842 92842 LICENSE, FEES, DUES, SU 19537 6347 13190 SPECIAL FUNCTIONS 7080 2746 4334 4559 1389 3170 7819653 6840904 968505 10244 502 613897 1291775 308381 387245 826773 95598 128730 13117074 4714179 8506217 8402895 8091791 7788222 87800 80933 340382 358976 18801310 18508807 553378 594632 2230649 2244626 6516144 6074488 3170 0 30000 0 254789 563851 9588130 9477597 X 6964581 6783097 10500 11000 2238099 2237113 9213180 9031210 18801310 18508807 X 327589 -509559 X X 0 1 1 X 0 X 76605 115099 186166 61229 51388 490487 6384965 6632231 7197622 7218296 7625826 35058940 13168 13168 6461570 6747330 7396956 7279525 7677214 35562595 1375 4840 100 125 25 6465 0 1375 4840 100 125 25 6465 35556130 593236 237150 185956 252637 257385 1526364 593236 237150 185956 252637 257385 1526364 88667 226545 10815 228502 554529 7143473 7211025 7582912 7542977 8163101 37643488 0.94450 0.94250 0.04050 0.04460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 462 462 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: UNITED ZION PAYS DUES TO LEADINGAGE AND LEADING AGE PA. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID BY UNITED ZION THAT IS ALLOCABLE TO LOBBYING IS $462. 0 0 2166487 172438 172438 2166487 2166487 132997 132997 2166487 2230300 510948 574761 2166487 2769394 150 -336789 202455 2230300 0.00000 1.00000 0.00000 0 0 287955 287955 11625355 4183933 7441422 1127366 530246 597120 76398 76398 8402895 INTEREST RATE SWAP AGREEMENTS 400765 GIFT ANNUITIES 162486 SECURITY DEPOSITS - RENTALS 600 563851 8147242 7819653 327589 -508573 -986 -509559 -181970 7844177 -202692 -986 -203678 8047855 101367 -1980 99387 8147242 8026147 307861 307861 7718286 101367 101367 7819653 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUND IS HELD TO BENEFIT RESIDENTS WHO MAY NEED AID. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE COMMUNITY FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES 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. THE PROVISION ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. MANAGEMENT HAS DETERMINED THAT THESE PROVISIONS DO NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE COMMUNITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2010, 2009, AND 2008, REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -986. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -986. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS FROM SALE OF ASSETS -1,980. PART XIII, LINE 2D - OTHER ADJUSTMENTS: LOSS FROM SALE OF ASSETS 1,980. UNREALIZED GAIN/LOSS ON INTEREST RATE SWAPS 305,881. LANCASTER INDUSTRIAL DEVELOPMENT AUTHORITY 231884507 514349BL2 2005-06-14 5785000 REFINANCE OF PRIOR BOND ISSUE 0 0 0 ELIZABETHTOWN INDUSTRIAL DEVELOPMENT AUTHORITY 550801341 999999999 2007-11-15 2500000 CONSRUCTION FINANCING 0 0 0 1530000 5785000 3947 92242 57380 5631431 2005 1 0 1 1 680512 2500000 31282 2468718 2007 0 0 1 1 0 0 0 0 0.00000 0.00000 0.00000 1 0 1 1 1 0 0.00000 0.00000 0.00000 1 0 1 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE ELECTED AT THE GENERAL CONFERENCE OF THE UNITED ZION CHURCH. FORM 990, PART VI, SECTION B, LINE 11 AN ELECTRONIC COPY OF THE FORM 990 IS SENT TO EACH VOTING BOARD MEMBER AND EACH OFFICER FOR REVIEW PRIOR TO FILING. THESE RECIPIENTS ARE REQUESTED TO ACKNOWLEDGE THAT THEY HAVE REVIEWED THIS FORM. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES OF THE UNITED ZION RETIREMENT COMMUNITY RECEIVE A CORPORATE COMPLIANCE INTEGRITY PLAN. THE ORGANIZATION'S CORPORATE COMPLIANCE OFFICER MONITORS ALL POTENTIAL CONFLICTS AS HEAD OF THE CORPORATE COMPLIANCE COMMITTEE. NUMEROUS AUDITS AND CHECKS ARE PERFORMED TO ASSURE COMPLIANCE. THE CORPORATE COMPLIANCE OFFICER REPORTS DIRECTLY AND INDEPENDENTLY TO THE BOARD OF DIRECTORS. BOARD MEMBERS ALSO RECEIVE CORPORATE COMPLIANCE HANDBOOKDS. AT THE BOARD LEVEL, POTENTIAL CONFLICTS ARE DISCUSSED IN BOARD MEETINGS AND DOCUMENTED IN MINUTES. IF A POTENTIAL CONFLICT IS IDENTIFIED, THE BOARD MEMBER OR OFFICER ABSTAINS FROM VOTES RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 A PERFORMANCE ASSESSMENT IS COMPLETED ANNUALLY ON THE EXECUTIVE DIRECTOR BY THE BOARD OF DIRECTORS' PERSONNEL COMMITTEE. THE COMMITTEE REVIEWS WAGE DATA FROM THE STATE TRADE ASSOCIATION, LEADINGAGE PA, AS PART OF THE REVIEW. UPON COMPLETION OF THE REVIEW, THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. UNITED ZION MAINTAINS A JOB DESCRIPTION AND PERFORMANCE ASSESSMENT FORM FOR EACH STAFF POSITION. A PERFORMANCE ASSESSMENT IS COMPLETED ANNUALLY BY THE EMPLOYEE'S MANAGER AND COMPENSATION INCREASES ARE INCORPORATED INTO THE ANNUAL BUDGET, WHICH IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -508,573. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST -986. TOTAL TO FORM 990, PART XI, LINE 5: -509,559. AUDIT OVERSIGHT: FORM 990, PART XII, LINE 2C THE ORGANIZATION DOES NOT HAVE A SPECIFIED AUDIT COMMITTEE. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR RECOMMENDING AN INDEPENDENT AUDITOR TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS BASES ITS DECISION ON THE EXECUTIVE DIRECTOR'S RECOMMENDATION.