2011-02-10T14:47:40-06:00 2010-06-30 PARENTEBEARD LLC 444 LIBERTY AVENUE SUITE 1800 PITTSBURGH PA 15222 990 2009-07-01 250986051 Passavant Retirement and Health Center dba PASSAVANT RETIREMENT COMMUNITY PASS 7247422246 1323 Freedom Road Cranberry Township PA 16066 SUSAN Q DIGIROLAMO 7247422246 2011-02-07 1 4126976400 2009 2016-02-24 21:20:13Z DAVID J FENOGLIETTO 1323 Freedom Road Cranberry Township PA 16066 25814342 0 X www.LUTHERANSENIORLIFE.org X 1905 PA CONTINUING CARE RETIREMENT COMMUNITY PROVIDING FAITH-BASED NON PROFIT SERVICES TO ELDERS IN WESTERN PENNSYLVANIA. 4 3 421 0 0 0 1284197 324782 22881427 24001699 -650184 116761 1050179 1237005 24565619 25680247 0 0 12018798 12669275 0 0 10904691 10804458 22923489 23473733 1642130 2206514 50804101 54070178 28760502 28672002 22043599 25398176 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. 0 0 18802872 0 24534630 Passavant Retirement Community is a 501(c)(3) continuing care retirement community with a 105 year 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 LifeSM. 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, 2010, Passavant provided 54,692 days of nursing services, 26,356 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 5 Star facility.In the year ending June 30, 2010, Passavant Retirement Community provided 58,139 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. $333,350 of "benevolent care" was provided to personal care residents in the year ending June 30, 2010. Our waiting list remains strong (6 months or longer) for our personal care apartments and consequently our occupancy levels are very strong at 95%. We invested in the physical structures of both personal care venues adding a music and meditation room in the Main Building and New Haven Court was completely remodeled much to the delight of the residents. Wittenberg Place, an independent living apartment building of 72 apartments, ended the year with a census of 86.5%, which is slightly 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 $395,000 annually, including $38,875 of benevolent care. Prices have been lowered at Wittenberg Place and most utilities are included in the monthly fee. There are 112 cottages on Passavant's campus where independent and active seniors live, which includes two original cottages on our campus (circa 1907). Census remained healthy at 91%. 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 $359,000 annually, including $25,402 of benevolent care. In addition, 42 new residential living units, including 18 Villas and 24 Manor Home apartments were completed. All of those units are two bedroom two bath units. In the year ending June 30, 2010 11 Villas and 14 Manor Home apartments were occupied yielding a 59.5% occupancy rate. 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 Preventative Health Services through Highmark to residents, employees and community members. We continue to focus on the wellness not only of our residents but of staff as well and offered programs such as "Drop 10 in 10" with great success. The Fitness Center also launched new programs such as a Parkinson's Support Group and Sign Chi Do. Through fundraisers, they were able to contribute to local Food Banks as well as the Greater Pittsburgh Community Food Bank.Residents all over campus had the opportunity to participate in many new programs this past year through our Lifelong University. Our Community Life Without Walls affords individuals who are not able to participate in group programs the opportunity to connect with others through chat lines and other vehicles. We also were licensed as a Home Care Agency this year and added an Adult Day Program for residents. The "My Day Out" program affords caregivers a respite as their loved one is provided meaningful activity and support. 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 were 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. 18802872 1 1 0 0 0 0 0 0 0 1 1 1 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 1 0 0 0 1 19 0 1 421 1 0 0 0 0 0 0 0 0 0 4 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X SUSAN Q DIGIROLAMO 7247761100 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 X LAURA ROY 1.00 X X 0 106789 25629 DR ERIC D KOFMEHL 1.00 X 0 0 0 REV ROBERT MUSSER 1.00 X 0 0 0 CHARLES SNYDER 1.00 X 0 0 0 DAVID J FENOGLIETTO 1.00 X 0 246736 68145 SUSAN Q DIGIROLAMO 1.00 X 0 116590 27982 0 470115 121756 0 0 1 0 MORRISON MANAGEMENT SPECIALISTS 5801 PEACHTREE DUNWOODY DRIVE ATLANTA GA 30342 DINING 1633947 PARIS HEALTHCARE LINEN SERVICES PO BOX 1043 DUBOIS PA 15801 LAUNDRY 257830 GALINO CONSTRUCTION 475 CHAPEL ROAD BEAVER PA 15009 CONSTRUCTION 251452 ETZEL ENGINEER AND BUILDER INC 103 WEST WATER STREET SAXONBURG PA 16056 CONSTRUCTION 203063 AIR SYSTEMS MECHANICAL CONTRACTING 3220 DUTCH RIDGE ROAD BEAVER PA 15009 PROFESSIONAL 187332 6 324782 13014 324782 PATIENT SERVICE REVENU 623000 12956504 12956504 Resident Service Reven 623000 7367873 7367873 Assisted Living Revenu 623000 3677322 3677322 24001699 198685 198685 110443 52171 58272 58272 58272 81924 -81924 -81924 -81924 MISCELLANEOUS REVENUE 900099 645802 645802 NURSING HOME ASSESSMEN 623000 417387 417387 Management Income 623000 115544 115544 1178733 25680247 24534630 0 820835 10070872 8669058 1401814 142667 122808 19859 1773900 1702542 71358 681836 586928 94908 1492225 1492225 28780 28780 29564 29564 2825492 2494785 330707 100700 100700 432106 279175 152931 759146 759146 14506 8876 5630 14594 9218 5376 356218 356218 2042328 2042328 337927 44 337883 RESIDENT EXPENSE 1166275 1066040 100235 0 MAINTENANCE AND EQUIPME 768132 677112 91020 0 NURSING HOME ASSESSMENT 171596 0 171596 0 BAD DEBT EXPENSE 107403 0 107403 0 EVENTS AND ACTIVITIES 90950 17845 73105 0 66516 10749 55767 23473733 18802872 4670861 0 2100 2100 1331892 2853093 2795 5400 1990392 1880638 63952 66092 235379 255956 61853481 35209317 26332502 26644164 14374782 15521044 1448546 1556971 5021761 5284720 50804101 54070178 1699225 1658910 3695789 3456410 16590024 15517310 6775464 8039372 28760502 28672002 X 19985424 23252053 204184 223833 1853991 1922290 22043599 25398176 50804101 54070178 X 0 1 1 X 0 X 353054 623361 429954 1284197 324782 3015348 20602541 21535181 21960376 22881427 24001699 110981224 20955595 22158542 22390330 24165624 24326481 113996572 0 0 0 113996572 419001 722479 739305 417878 309128 2607791 419001 722479 739305 417878 309128 2607791 527628 470668 742172 1029462 1178733 3948663 21902224 23351689 23871807 25612964 25814342 120553026 0.94560 0.95080 0.02160 0.02100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125757 125757 38675897 28422288 10253609 1525971 1024714 501257 7493187 5762315 1730872 14032669 14032669 26644164 DEFERRED FINANCING COSTS 220574 BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 171457 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1201373 DUE FROM THIRD PARTY PAYORS 1890 AFFILIATE RECEIVABLES 3689426 5284720 Funds held for residents 66162 AFFILIATE PAYABLES 470040 REFUNDABLE ADVANCE FEES 7503170 8039372 25680247 23473733 2206514 1065561 82502 1148063 3354577 26880481 1065561 82502 1148063 25732418 -52171 -52171 25680247 23525904 52171 52171 23473733 0 23473733 Part XI, Line 8 - Other Adjustments: VALUATION GAIN, BENEFICIAL INTEREST IN PERPETUAL TRUSTS: 68299. VALUATION GAIN, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS: 14203. Part XII, Line 2d - Other Adjustments: VALUATION GAIN, BENEFICIAL INTEREST IN PERPETUAL TRUSTS: 68299. VALUATION GAIN, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS: 14203. Part XII, Line 4b - Other Adjustments: rental expenses: -52171. Part XIII, Line 2d - Other Adjustments: RENTAL EXPENSEs: 52171. X 0 0 0 0 0 0 0 0 0 DAVID J FENOGLIETTO 0 246736 0 0 0 0 0 7200 0 60945 0 314881 0 0 X 1 13014 MARKET 0 0 0 Form 990, Part VI, Section B, line 11 PROVIDED A COPY OF THE FINAL FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. Form 990, Part VI, Section B, line 12c Annual Conflict of Interest Disclosure statements are required from all Board Members and Executives. Form 990, Part VI, Section B, line 15a 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 C, line 19 GOVERNING DOCUMENTS AND TAX FORMS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. 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