2011-10-13T10:33:03-05:00 2010-12-31 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2010-01-01 521761391 KESWICK PINES INC KESW 7328490400 509 ROUTE 530 WHITING NJ 08759 WILLIAM A JANSON 7328490400 2011-10-05 1 JULIUS GREEN CPA 2159720701 2010 2016-03-07 17:11:31Z THE PINES AT WHITING WILLIAM A JANSON 509 ROUTE 530 WHITING NJ 08759 21763927 0 X WWW.THEPINESATWHITING.ORG X 1989 NJ SERVES THE ELDERLY THROUGH APARTMENT LVING, ASSISTED LIVING AND NURSING HOME CARE. 12 12 330 194 0 0 143349 173475 15954393 16386875 449492 455284 494150 510384 17041384 17526018 20146 19310 0 0 7287318 7684316 0 0 20782 8754526 8629191 16061990 16332817 979394 1193201 39695332 39446020 46941935 44838730 -7246603 -5392710 X GUIDED BY CHRISTIAN PRINCIPLES, THE PINES SEEKS TO BUILD A CARING AND RESPECTFUL COMMUNITY OF TRUSTEES, RESIDENTS, AND STAFF THAT SERVES THE PHYSICAL, SOCIAL, EMOTIONAL AND SPIRITUAL NEEDS OF SENIOR ADULTS THROUGH RESIDENTIAL LIVING AND HEALTH CARE. 0 0 14939709 19381 16508412 THE PINES AT WHITING OFFERS INDEPENDENT LIVING APARTMENTS WITH 24 HOUR EMERGENCY CALL SERVICE AND HOME CARE SUPPORTIVE SERVICES AS WELL AS HEALTH CARE SERVICES INCLUDING: ASSISTED LIVING, MEMORY SUPPORT, SKILLED NURSING/REHABILITATION AND LONG TERM CARE PROGRAMS.DURING 2010, THE PINES MADE A SUBSTANTIAL EFFORT TO SUPPORT THE GREATER WHITING AREA COMMUNITY BY OFFERING APPROXIMATELY 60 COMMUNITY EVENTS. THESE ACTIVITIES RANGED FROM: OFFERING A VARIETY OF LECTURES ON AGING, MAINTAINING PHYSICAL WELL-BEING, MANAGING PARKINSON'S DISEASE AND MACULAR DEGENERATION BOTH ON-SITE AND AS PART OF A COMMUNITY LIBRARY PROGRAM.THE ORGANIZATION HOSTED MANY EVENTS INCLUDING: INTERGENERATIONAL CONCERTS WITH THE HIGH SCHOOL CHORUS; SPECIAL CULTURAL EVENTS FOR THE LOCAL ELEMENTARY SCHOOL; THE GARDEN CLUB; CAMERA CLUB; LOW VISION GROUP; CAREGIVER'S OF WHITING; THE LOCAL CLERGY GROUP; A CATHOLIC CHARITIES BREAKFAST; CHAMBER OF COMMERCE BREAKFAST; AND A RED CROSS BLOOD DRIVE. THE PINES ALSO RAISED FUNDS FOR: FOOD DONATIONS TO LOCAL FOOD BANKS; ALZHEIMER'S MEMORY WALK; AND COLLEGE SCHOLARSHIPS FOR LOCAL STUDENTS. AS A PROVIDER OF HEALTH CARE SERVICES IN OCEAN COUNTY, THE PINES OFFERED AN EDUCATIONAL SEMINAR FOR SOCIAL WORKERS AND PROFESSIONALS; DEVELOPED A WORKSHOP TO PROMOTE CAREERS IN HEALTH CARE AND PARTICIPATED IN THE 2010 CENSUS.IN 2009, THE ORGANIZATION ACQUIRED PROPERTY TO ESTABLISH A SECOND CONTINUING CARE RETIREMENT COMMUNITY IN ROBBINSVILLE, NJ, WITH AN OBJECTIVE TO SERVE A MORE MIDDLE CLASS MARKET AT A LOWER COST. BASED ON THE LEVEL OF COMMUNITY INTEREST, CONSTRUCTION WOULD START IN 2012 WITH OPENING PLANNED FOR THE FALL OF 2013.OVERALL, THE PINES PROGRAM TO SERVE OTHERS BENEFITTED MORE THAN 2000 SENIORS, COMMUNITY MEMBERS AND STUDENTS BY SUPPORTING THEIR TALENTS, GIVING INFORMATION TO IMPROVE THE QUALITY OF LIFE AND HELPING PEOPLE TO BETTER UNDERSTAND AND APPRECIATE SENIOR ADULTS. 14939709 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 21 0 1 330 1 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 0 1 1 0 NJ X GEORGINA BAVAIS CFO 7328490400 509 ROUTE 530 WHITING NJ 08759 JAY B KATZ 2.00 X X 0 0 0 MARK KOLCHIN 2.00 X X 0 0 0 DOUGLAS J BAUERBAND 2.00 X X 0 0 0 LOUANNE KANE 2.00 X X 0 0 0 ALAN R DINKFELT 2.00 X 0 0 0 NEIL ERIKSEN 2.00 X 0 0 0 JOHN R HOLLAND 2.00 X 0 0 0 JOHN ROSE 2.00 X 0 0 0 CHARITY ROSZEL 2.00 X 0 0 0 BILL WELTE 2.00 X 0 0 0 WILLIAM COOK 2.00 X 0 0 0 JOHN TAYLOR 2.00 X 0 0 0 WILLIAM JANSON 40.00 X 224343 0 31502 GEORGINA BAVAIS 40.00 X 126096 0 33687 PATRICIA POLCHAK 40.00 X 112703 0 33257 ADRIANNE SOBOCINSKI 40.00 X 103329 0 23033 566471 0 121479 4 0 1 0 SODEXHO OPERATIONS PO BOX 81049 WOBURN MA 018131049 FOOD SERVICE 1315502 HAMLYN SENIOR MARKETING LLC 1415 ROUTE 70 EAST SUITE 309 CHERRY HILL NJ 08034 TELEMARKETING & DIRECT MAIL 576877 ON CALL HEALTH PROFESSIONALS 2134 ROUTE 70 MANCHESTER NJ 08759 NURSING AGENCY 278286 EVENTUS STRATEGIC PARTNERS 1600 MARKET STREET SUITE 1702 PHILADELPHIA PA 19103 MANAGEMENT CONSULTANT 264723 US FOODSERVICE INC PO BOX 33101 NEWARK NJ 07188 FOOD SUPPLIER 199192 12 173475 153835 173475 RESIDENT SERVICES REVE 623000 16293752 16293752 PERSONAL CARE REVENUE 623000 48520 48520 NURSING CARE REVENUE 623000 44603 44603 16386875 380428 380428 4239765 73000 4224409 13500 15356 59500 74856 74856 BARBER & BEAUTY 812900 97685 97685 CABLE TV 515100 95231 95231 RESIDENT MEALS/DELIVER 812900 90611 90611 226857 30926 195931 510384 17526018 16508412 0 844131 5750 5750 13560 13560 415628 270158 124688 20782 5766955 5296314 470641 77073 48413 28660 858025 786468 71557 566635 497003 69632 72267 72267 12205 12205 44256 44256 926 926 28674 28674 754230 548742 205488 66439 17587 48852 841425 663311 178114 5808 2940 2868 3272489 3272489 32014 30093 1921 1851770 1851770 44863 44863 FOOD EXPENSE 943371 936538 6833 REPAIRS AND MAINTENANCE 377999 329253 48746 MISCELLANEOUS EXPENSE 184322 184322 BAD DEBT EXPENSE 40000 40000 LICENSES & CERTIFICATIO 25852 20093 5759 30281 7775 22506 16332817 14939709 1372326 20782 1195 1365 803835 1276872 305509 400076 154500 212985 235986 239175 48346453 24690543 23497759 23655910 13959104 13001427 737444 658210 39695332 39446020 1811042 2047130 14576092 13341653 27580000 26365000 2974801 3084947 46941935 44838730 X -7277001 -5420776 30398 28066 -7246603 -5392710 39695332 39446020 X 1193201 660692 X 0 1 1 X 0 X 77200 157769 24114 143349 173475 575907 15765217 15630431 16146322 16448865 16897260 80888095 15842417 15788200 16170436 16592214 17070735 81464002 0 0 0 81464002 534871 555189 472994 425376 380428 2368858 534871 555189 472994 425376 380428 2368858 16377288 16343389 16643430 17017590 17451163 83832860 0.97170 0.96910 0.02830 0.03090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 926 926 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE ORGANIZATION PAYS DUES TO NJAHSA (NEW JERSEY ASSOCIATION OF HOMES AND SERVICES FOR THE AGING). A PERCENTAGE OF THOSE DUES ARE USED BY NJAHSA FOR LOBBYING PURPOSES. THE AMOUNT OF LOBBYING EXPENSES REPORTED ARE THE PERCENTAGE OF THE ORGANIZATION'S DUES USED BY NJAHSA FOR LOBBYING. 4381404 4381404 36299449 23346378 12953071 7449740 1215380 6234360 215860 128785 87075 23655910 ADMISSION FEE DEPOSITS 138970 RESIDENT SECURITY DEPOSITS 383043 REFUNDABLE ADMISSION FEES 2362129 CHARITABLE GIFT ANNUITIES 200805 3084947 17526018 16332817 1193201 660692 660692 1853893 18158037 660693 660693 17497344 28674 28674 17526018 16304143 0 16304143 28674 28674 16332817 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: KESWICK ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A 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. KESWICK'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR YEARS ENDED DECEMBER 31, 2009, 2008 AND 2007 REMAIN SUBJECT TO EXAMINATION BY THE IRS. 0 X CHARITY CHARITY CHARITY CHARTY 4 4 EMPLOYEE SCHOLARSHIPS 10 13560 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION DOES NOT MAINTAIN SUCH RECORDS AS IT ONLY PROVIDES SMALL DONATIONS TO OTHER CHARITABLE ORGANIZATIONS. OTHER INFORMATION: PART IV: PART I, LINE 2, INDIVIDUAL SCHOLARSHIPS: THE SCHOLARSHIP APPLICANT MUST HAVE BEEN EMPLOYED AT THE PINES AT WHITING AS A PART-TIME EMPLOYEE FOR AT LEAST ONE YEAR AND WORKED AT LEAST 300 HOURS PER YEAR. HOURS ARE BASED ON FISCAL YEAR MAY 1ST- APRIL 1ST. THE APPLICANT MUST PRESENT A LETTER OF ACCEPTANCE FROM EITHER A COLLEGE OR SPECIALTY SCHOOL AT THE TIME OF APPLICATION. THE APPLICANT MUST SUPPLY TWO LETTERS OF REFERENCE: ONE FROM SCHOOL (GUIDANCE COUNSELOR, TEACHER, COACH, ETC.) AND THE SECOND MUST COME FROM AN INDIVIDUAL UNRELATED TO SCHOOL OR FAMILY. IN ADDITION, EACH APPLICATION IS CAREFULLY REVIEWED BY THE STUDENT'S DIRECT SUPERVISOR. THE SUPERVISOR IS TO EXAMINE SPECIFIC CRITERIA SUCH AS SAFETY AND JOB PERFORMANCE. THE SUPERVISOR WILL INCLUDE HIS/HER RELATED REMARKS, SIGN THE APPLICATION, AND FORWARD THE APPLICATION IN ITS ENTIRETY TO THE SCHOLARSHIP COMMITTEE. APPLICANTS ALREADY IN COLLEGE, WHETHER APPLYING FOR THE FIRST TIME OR FOR RENEWAL OF THE SCHOLARSHIP, MUST PRESENT A TRANSCRIPT OF FULL TIME (12 OR MORE CREDITS) OF COLLEGE GRADES. THE APPLICANT WILL THEN NOT BE REQUIRED TO SUBMIT A LETTER OF ACCEPTANCE AND 2 LETTERS OF REFERENCE. HOWEVER, BOTH FIRST TIME APPLICANTS AND APPLICANT RENEWALS WILL BE ASKED ABOUT THEIR LEVEL OF PARTICIPATION BOTH IN THEIR SCHOOL AND THEIR COMMUNITY. X 1 0 X X 0 0 0 0 0 1 0 0 0 WILLIAM JANSON 170055 0 54288 0 0 0 3000 0 28502 0 255845 0 0 0 GEORGINA BAVAIS 114096 0 12000 0 0 0 3783 0 29904 0 159783 0 0 0 PART I, LINE 1A THE BOARD APPROVED A "DEFERRED COMPENSATION BONUS" FOR WILLIAM JANSON, CEO. THE BENEFIT WAS INCLUDED IN TAXABLE COMPENSATION. PART I, LINE 1B THE BOARD ANNUALLY DETERMINES THE CEO'S COMPENSATION. IT IS SUBMITTED IN WRITING TO THE CFO TO GRANT THE APPROVED COMPENSATION. PART I, LINE 6 IF THE ORGANIZATION SURPASSES THE NET EARNINGS BUDGETED, STAFF MEMBERS ARE REWARDED WITH A BONUS. THE BONUSES ARE ACCRUED FOR. X REFUNDABLE FEE DONATION 4 133003 PERCENTAGE OF ENTRANCE FEE PAID X CHARITABLE GIFT ANNUITY 1 20832 OUTSIDE SPECIALIST OPINION 0 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CFO REVIEWS FORM 990 WITH THE FINANCE COMMITTEE AT A QUARTERLY MEETING PRIOR TO FILING WITH THE IRS. A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD MEMBERS AND OFFICERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST TO THE MEMBERS OF THE BOARD. BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY, WHICH ARE REVIEWED BY THE CEO. THE ORGANIZATION ALSO HAS A CONFLICT OF INTEREST SECTION IN ITS EMPLOYEE HANDBOOK WHICH ALL EMPLOYEES ARE REQUIRED TO FOLLOW. FORM 990, PART VI, SECTION B, LINE 15 IN 2004, THE ORGANIZATION CONDUCTED A SURVEY OF SIX COMPARABLE NEW JERSEY COMMUNITIES AND RECEIVED INPUT FROM THEIR AUDITORS FOR BOARD CONSIDERATION OF THE CEO SALARY. IN SUCCEEDING YEARS, THE PERCENTAGE RAISE OF THE CEO FOLLOWED THE INCREASE GRANTED FOR ALL EMPLOYEES AS PART OF THE BUDGET. THE CEO COMPENSATION IS REVIEWED ANNUALLY IN AN EXECUTIVE SESSION OF THE BOARD. EACH YEAR, THE ORGANIZATION PARTICIPATES IN A STATE-WIDE SURVEY AND MAKES ADJUSTMENTS TO COMPENSATION WHERE REMUNERATION IS NOT IN LINE WITH THE INDUSTRY. OVER THE PAST FOUR YEARS, SENIOR MANAGEMENT HAS RECEIVED PERCENTAGE RAISES GRANTED FOR ALL EMPLOYEES. DEPARTMENT MANAGERS ARE REVIEWED ANNUALLY BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 660,692. DOCUMENT RETENTION & DESTRUCTION POLICY FORM 990, PART VI, LINE 14 ALTHOUGH THE ORGANIZATION DOES NOT HAVE A FORMAL DOCUMENT RETENTION AND DESTRUCTION POLICY, IT FOLLOWS THE ESTABLISHED PERIOD OF RETENTION AND DESTRUCTION GUIDELINES OUTLINED IN THE PRACTICE BRIEF FROM THE AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION AND THE QUALITY ASSURANCE STANDARDS OF THE JOINT COMMISSION ON THE ACCREDITATION OF HEALTHCARE ORGANIZATIONS. THE ORGANIZATION PLANS ON DEVELOPING AND ADOPTING A DOCUMENT RETENTION AND DESTRUCTION POLICY IN THE UPCOMING YEAR.