FOULKEWAYS AT GWYNEDD: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization: FOULKEWAYS AT GWYNEDD (EIN 23-1657176)
Tax period: 2010-01-01 to 2010-12-31
Filed: 2011-07-07
IRS object ID: 201111889349300011
Schema version: 2010v3.2
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
Form 990
Schedule A
Schedule B
Schedule D
Schedule I
Schedule J
Schedule K
Schedule L
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-07-07T08:59:09-07:00	Timestamp
Tax Period End Date	2010-12-31	TaxPeriodEndDate
Return Type	990	ReturnType
Tax Period Begin Date	2010-01-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	231657176	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	FOULKEWAYS AT GWYNEDD	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	FOUL	NameControl
Phone	2156432200	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1120 Meetinghouse Road	AddressLine1
City	Gwynedd	City
State	PA	State
ZIP Code	19436	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	Edna Cristinzio	Name
Title	Chief Financial Officer	Title
Phone	2152837002	Phone
Date Signed	2011-07-07	DateSigned

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	Douglas A Tweddale	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	Foulkeways at Gwynedd	AddressLine1
Address Line2	1120 Meetinghouse Road	AddressLine2
City	Gwynedd	City
State	PA	State
ZIP Code	19436	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	55936396	GrossReceipts
Group Return For Affiliates	0	GroupReturnForAffiliates
Organization501c3	X	Organization501c3
Web Site	www.foulkeways.org	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1973	YearFormation
State Legal Domicile	PA	StateLegalDomicile
Activity Or Mission Description	The Mission of Foulkeways at Gwynedd is to provide comprehensive services for seniors based upon Quaker principles that promote independence, innovative living, respect, security and choice.	ActivityOrMissionDescription
Nbr Voting Members Governing Body	19	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	11	NbrIndependentVotingMembers
Total Nbr Employees	440	TotalNbrEmployees
Total Nbr Volunteers	352	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Net Unrelated Business Txbl Income	0	NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year	429408	ContributionsGrantsPriorYear
Contributions Grants Current Year	416995	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	21052154	ProgramServiceRevenuePriorYear
Program Service Revenue CY	22193114	ProgramServiceRevenueCY
Investment Income Prior Year	546386	InvestmentIncomePriorYear
Investment Income Current Year	1156704	InvestmentIncomeCurrentYear
Other Revenue Prior Year	1147978	OtherRevenuePriorYear
Other Revenue Current Year	672228	OtherRevenueCurrentYear
Total Revenue Prior Year	23175926	TotalRevenuePriorYear
Total Revenue Current Year	24439041	TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year	308943	GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY	330888	GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year	0	BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	12133844	SalariesEtcPriorYear
Salaries Etc Current Year	12808358	SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year	0	TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	135462	TotalFundrsngExpCurrentYear
Other Expense Prior Year	9869726	OtherExpensePriorYear
Other Expenses Current Year	11056742	OtherExpensesCurrentYear
Total Expenses Prior Year	22312513	TotalExpensesPriorYear
Total Expenses Current Year	24195988	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	863413	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	243053	RevenuesLessExpensesCY
Total Assets BOY	98379834	TotalAssetsBOY
Total Assets EOY	101076072	TotalAssetsEOY
Total Liabilities BOY	74053126	TotalLiabilitiesBOY
Total Liabilities EOY	76450471	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	24326708	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	24625601	NetAssetsOrFundBalancesEOY
Mission Description	The Mission of Foulkeways at Gwynedd is to provide community life for older persons who want to maintain or improve their quality of life and security within a framework of mutual caring and Quaker values.	MissionDescription
Significant New Program Services	0	SignificantNewProgramServices
Significant Change	0	SignificantChange
Expense	5796336	Expense
Grants	0	Grants
Revenue	2905762	Revenue
Description	HEALTH SERVICES PROGRAM: The basis for all Foulkeways health services is a primary care model for those over 65 consisting of health maintenance, education for self-care, appropriate screening, management of acute illness, monitoring of chronic disease, and achievement of dignified death. The health and wellness needs of residents are addressed at all levels of care. Most residents receive primary care from onsite physicians who are board certified in internal medicine and specialize or are board certified in geriatric medicine. 2010 Statistics: Volunteers provided 259 hours of service assisting with the delivery of medications to residents. RESIDENT EDUCATION: Community wide seminars on a variety of health and wellness topics are provided weekly throughout most of the year by Foulkeways professional staff and guest lecturers. 2010 Statistics: Approximately 15 hours of formal health related educational training was provided to all residents. HEALTH PROMOTION AND MAINTENANCE: Residents at any level of care may take part in the Wellness Program. The Fitness Center, including an indoor 65' by 25' pool (equipped with chair lifts for handicapped accessibility) and a fully equipped exercise facility is available to all residents, priority list members and staff. Resident sponsored wellness activities further contribute to the variety of programming. 2010 Statistics: Approximately 625 non-billable health promotion programs were provided to the residents; Approximately 500 non-billable health care screenings were provided to the residents. LEVELS OF CARE: Independent Living - residents are able to demonstrate independence in all Activities of Daily Living (ADLs) and Instrumental Activities of Daily Living (IADLs). Personal Care (Abington House) - residents require minimal to moderate assistance with Activities of Daily Living. Skilled Nursing Facility (Gwynedd House) - the majority of skilled care residents are in their 90's and often have a strong preference to be treated with less invasive technologies at Foulkeways. 2010 Statstics: There were 428 hours of volunteer time spend greeting visitors and family at the Reception Desk; Volunteers made rounds in Gwynedd House delivering beverages and conversation which contributed 617 hours of service to inpatient residents. Volunteers provided 176 hours of one-on-one time visiting Abington House and Gwynedd House residents. For residents receiving hospice care, approximately 30 volunteer hours were donated to end of life support. STAFF EDUCATION AND TRAINING: Required regulatory seminars are provided annually in an interdepartmental format to enhance education and communication between departments. Ongoing educational opportunities are provided on a montly basis to nursing staff. 2010 Statistics: A volunteer registered nurse provided 93 hours of staff education in 2010.	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	3586645	Expense
Grants	0	Grants
Revenue	261853	Revenue
Description	DINING SERVICES PROGRAM: The Dining Service Program at Foulkeways offers residents and staff three meals per day in three different dining venues. Along with regular meal services, catering is offered to compliment the resident's culinary needs on a request basis. There is a dietitian on the team who presents education seminars to all residents on nutrituional awareness and healthy eating. The dietitian supports care plans developed for all personal care and skilled care occupants as well as reviewing the nutritional program offered to all residents. 2010 Statistics: Meals served in Independent Dining Room - 40,892; in Personal Care Dining Room - 65,674; in Skilled Nuring Care neighborhoods - 38,667; in Meadow Cafe - 57,097; Catering - 9,246; Employee meals - 73,634. During 2010 Dining Service partnered with the Montgomery County Intermediate Unit (MCIU) to provide life skills training to high school students who are eligible for the MCIU Transition to Employment Program. 2010 Statistics: Volunteer hours received through MCIU Program - 938.	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	1631597	Expense
Grants	0	Grants
Revenue	13360	Revenue
Description	MAINTENANCE DEPARTMENT: The Maintenance Department of Foulkeways is established to provide building and property support to the older persons who live on the campus and to maintain the work areas of the employees who care for them. The department is responsible for maintaining and repairing approximately 413,000 square feet of buildings and 100 acres of land. The buildings include 261 garden and two-story apartments, a personal care building with 53 suites and 6 single rooms and a skilled nursing facility with 40 rooms. Areas used by the entire community include a Community Center with an auditorium, fine dining room, bistro style cafe, bank, activities areas, and main offices. There is also a Wellness facility that contains an indoor pool and gym with workout equipment. The department is also responsible for performing upgrades and improvements to apartments, personal care rooms and skilled care rooms that are being re-occupied by new entrants. Areas specifically for nursing staff, housekeeping, dining services and administrative staff are also supported. 2010 Statistics: 23 units renovated to improve kitchen facilities and cosmetic appearances; 2 units combined to create 1 larger unit from two smaller units; 15 personal care rooms prepared for re-occupancy; 16 skilled nursing care rooms prepared for re-occupancy; 10,621 general maintenace requests completed; and 5,120 hours of landscaping.	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	12120250	Expense
Grants	0	Grants
Revenue	19012139	Revenue
Description	Other Program Service expenses include amounts paid for General and Administrative Services not classified to Management and General or Fund Raising, including Housekeeping expenses, Utility expense, Real Estate Taxes, Depreciation and Amortization and Interest.	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	12120250	TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt	0	TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev	19012139	TotalOfOtherProgramServiceRev
Total Program Service Expense	23134828	TotalProgramServiceExpense
Described In501 C3	1	DescribedIn501C3
Schedule B Required	1	ScheduleBRequired
Political Activities	0	PoliticalActivities
Lobbying Activities	0	LobbyingActivities
Donor Advised Funds	0	DonorAdvisedFunds
Conservation Easements	0	ConservationEasements
Collections Of Art	0	CollectionsOfArt
Credit Counseling	0	CreditCounseling
Term Or Permanent Endowments	1	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	0	ReportFin48Footnote
Independent Audit Financial Stmt	1	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	1	GrantsToIndividuals
Schedule J Required	1	ScheduleJRequired
Tax Exempt Bonds	1	TaxExemptBonds
Invest Tax Exempt Bonds	0	InvestTaxExemptBonds
Escrow Account	0	EscrowAccount
On Behalf Of Issuer	0	OnBehalfOfIssuer
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	1	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	1	DeductibleNonCashContributions
Deductible Contributions Of Art	0	DeductibleContributionsOfArt
Terminated	0	Terminated
Partial Liquidation	0	PartialLiquidation
Disregarded Entity	0	DisregardedEntity
Related Entity	0	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	100	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	1	ComplianceWithBackupWitholding
Number Of Employees	440	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	1	NonDeductibleContributions
Non Deductible Disclosure	1	NonDeductibleDisclosure
Indoor Tanning Services	0	IndoorTanningServices
Info In Schedule O Part VI	X	InfoInScheduleOPartVI
Nbr Voting Governing Body Members	19	NbrVotingGoverningBodyMembers
Number Independent Voting Members	11	NumberIndependentVotingMembers
Family Or Business Relationship	1	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
States Where Copy Of Return Is Filed	PA	StatesWhereCopyOfReturnIsFiled
Other Website	X	OtherWebsite
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

Field	Value	IRS element (for citing)
Business Name Line1	Edna M Cristinzio Chief Financial Officer	BusinessNameLine1
Business Name Line2	Foulkeways at Gwynedd	BusinessNameLine2

Field	Value	IRS element (for citing)
Telephone Number	2156432200	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	1120 Meetinghouse Road	AddressLine1
City	Gwynedd	City
State	PA	State
ZIP Code	19436	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (26 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Key EmployeeKeyEmployee	Highest Compensated EmployeeHighestCompensatedEmployee
Robert A Barr
Board Member	2	X	0	0	0
Georgann Berger McKenna
Board Member	2	X	0	0	0
Grace Rose Blumberg
Board Member	2	X	0	0	0
Mary Buckman
Board Member	2	X	0	0	0
Pam Caprio
Board Member	4	X	0	0	0
Eugene Dolloff
Board Member	2	X	0	0	0
Susan Denman
Board Member	2	X	0	0	0
Cynthia Evans
Board Member	2	X	0	0	0
Phillip Henderson
Board Member	4	X	0	0	0
Pegene McPhaden
Board Member	2	X	0	0	0
Harold Smolinsky
Board Member	2	X	0	0	0
Neville Strumpf
Board Member	2	X	0	0	0
Samuel T Swansen
Emeritus	2	X	0	0	0
D Michael Peasley
President	7	X	0	0	0	X
Jonathan Sprogell
Treasurer	4	X	0	0	0	X
Neil Trueblood
Vice President	3	X	0	0	0	X
Rolland H Henderson
Emeritus/Assistant Treasurer	2	X	0	0	0	X
William Goulding
Board Member	2	X	0	0	0
Marie Hubbs
Board Member	2	X	0	0	0
Francis Lane
Board member	4	X	0	0	0
Richard Willis Jr
Board Member	2	X	0	0	0
Douglas A Tweddale
CEO/Secretary	40		224565	0	20747	X	X	X
Edna Cristinzio
Chief Financial Officer	40		126984	0	16642	X		X
Ron Foltz
Director of Maintena	40		140116	0	13472			X
Mary Knapp
Director of Health Services	40		116483	0	13009			X
Jean Raiguel
Director of Human Resources	40		112576	0	11495			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	720724	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	0	TotalReportableCompFrmRltdOrgs
Total Other Compensation	75365	TotalOtherCompensation
Number Individuals GT100 K	5	NumberIndividualsGT100K
Formers Listed	0	FormersListed
Total Comp GT150 K	1	TotalCompGT150K
Compensation From Other Sources	0	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (4 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation	Address Line2AddressOfContractor/AddressUS/AddressLine2
C Raymond Davis
PO Box 157	Kimberton	PA	19442	Construction Contract	230112
I T Landes & Sons
247 Main Street	Harleysville	PA	19438	Plumbing/HVAC	521973
Morrison Management Specialists
PO Box 102289	Atlanta	GA	30368	Dining Service Management	488591
E Allen Reeves
1145 York Road	Abington	PA	19001	Construction Contract	352321	PO Box 0289

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	4	NumberOfContractorsGT100K
Federated Campaigns	0	FederatedCampaigns
Membership Dues	0	MembershipDues
Fundraising Events	0	FundraisingEvents
Related Organizations	0	RelatedOrganizations
Government Grants	0	GovernmentGrants
All Other Contributions	416995	AllOtherContributions
Noncash Contributions	73709	NoncashContributions
Total Contributions	416995	TotalContributions

Program Service Revenue ProgramServiceRevenue (5 entries)

DescriptionDescription	Business CodeBusinessCode	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
Resident Care Revenue	623990	14690050	14690050	$0
Entry Fees Earned	900099	4008676	4008676	$0
Health Care Revenues	623000	1993763	1993763	$0
Medicare Payments	623000	911999	911999	$0
Net Assets Released from Restriction	624100	489979	489979	$0

Total Oth Program Service Revenue TotalOthProgramServiceRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	98647	TotalRevenueColumn
Related Or Exempt Function Income	98647	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Program Service Revenue	22193114	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	1148212	TotalRevenueColumn
Related Or Exempt Function Income	1148212	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Royalties Revenue RoyaltiesRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Gross Rents GrossRents

Field	Value	IRS element (for citing)
Real	133228	Real
Personal	0	Personal

Less Rental Expenses LessRentalExpenses

Field	Value	IRS element (for citing)
Real	0	Real
Personal	0	Personal

Rental Income Or Loss RentalIncomeOrLoss

Field	Value	IRS element (for citing)
Real	133228	Real
Personal	0	Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	133228	TotalRevenueColumn
Related Or Exempt Function Income	133228	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	31505847	Securities
Other	0	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	31497355	Securities
Other	0	Other

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	8492	Securities
Other	0	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	8492	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$8,492	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Fundraising Events	0	GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events	0	CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses	0	FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Income Gaming	0	GrossIncomeGaming
Gaming Direct Expenses	0	GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	0	GrossSalesOfInventory
Cost Of Goods Sold	0	CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Other Revenue Misc OtherRevenueMisc

Field	Value	IRS element (for citing)
Description	Resident Services	Description
Business Code	623990	BusinessCode
Total Revenue Column	539000	TotalRevenueColumn
Related Or Exempt Function Income	539000	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	0	TotalRevenueColumn
Related Or Exempt Function Income	0	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$0	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	539000	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	24439041	TotalRevenueColumn
Related Or Exempt Function Income	24013554	RelatedOrExemptFunctionIncome
Unrelated Business Revenue	0	UnrelatedBusinessRevenue
Exclusion	$8,492	ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

Field	Value	IRS element (for citing)
Total	330888	Total
Program Services	330888	ProgramServices

Foreign Grants ForeignGrants

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Benefits To Members BenefitsToMembers

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	223870	Total
Program Services	111935	ProgramServices
Management And General	111935	ManagementAndGeneral
Fundraising	0	Fundraising

Comp Disqual Persons CompDisqualPersons

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	9502589	Total
Program Services	8842644	ProgramServices
Management And General	552084	ManagementAndGeneral
Fundraising	107861	Fundraising

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	914955	Total
Program Services	914955	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	1446149	Total
Program Services	1446149	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	720795	Total
Program Services	668806	ProgramServices
Management And General	43742	ManagementAndGeneral
Fundraising	8247	Fundraising

Fees For Services Management FeesForServicesManagement

Field	Value	IRS element (for citing)
Total	513302	Total
Program Services	513302	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	31634	Total
Program Services	0	ProgramServices
Management And General	31634	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	35000	Total
Program Services	0	ProgramServices
Management And General	35000	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Lobbying FeesForServicesLobbying

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	0	Total
Fundraising	0	Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

Field	Value	IRS element (for citing)
Total	45416	Total
Program Services	0	ProgramServices
Management And General	45416	ManagementAndGeneral
Fundraising	0	Fundraising

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	486035	Total
Program Services	486035	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Advertising Advertising

Field	Value	IRS element (for citing)
Total	134367	Total
Program Services	134367	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Office Expenses OfficeExpenses

Field	Value	IRS element (for citing)
Total	234933	Total
Program Services	207697	ProgramServices
Management And General	7882	ManagementAndGeneral
Fundraising	19354	Fundraising

Information Technology InformationTechnology

Field	Value	IRS element (for citing)
Total	22980	Total
Program Services	22980	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Royalties Royalties

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	1820912	Total
Program Services	1820912	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Travel Travel

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	47477	Total
Program Services	47477	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Interest Interest

Field	Value	IRS element (for citing)
Total	930492	Total
Program Services	930492	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Payments To Affiliates PaymentsToAffiliates

Field	Value	IRS element (for citing)
Total	0	Total
Program Services	0	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	3329957	Total
Program Services	3329957	ProgramServices
Management And General	0	ManagementAndGeneral
Fundraising	0	Fundraising

Insurance Insurance

Field	Value	IRS element (for citing)
Total	119492	Total
Program Services	21487	ProgramServices
Management And General	98005	ManagementAndGeneral
Fundraising	0	Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices
Food	1136982	1136982
Drugs	970961	970961
Other	1064735	1064735
Contractual Services	132067	132067

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	24195988	Total
Program Services	23134828	ProgramServices
Management And General	925698	ManagementAndGeneral
Fundraising	135462	Fundraising

Cash Non Interest Bearing CashNonInterestBearing

Field	Value	IRS element (for citing)
BOY	125700	BOY
EOY	301095	EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	1552982	BOY
EOY	1378856	EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	394194	BOY
EOY	218582	EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

Field	Value	IRS element (for citing)
BOY	2550500	BOY
EOY	635460	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	117349	BOY
EOY	122373	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	356043	BOY
EOY	334952	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	89098953	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	26752684	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	63607333	BOY
EOY	62346269	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	28846787	BOY
EOY	34938819	EOY

Investments Other Securities InvestmentsOtherSecurities

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Investments Program Related InvestmentsProgramRelated

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Intangible Assets IntangibleAssets

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	828946	BOY
EOY	799666	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	98379834	BOY
EOY	101076072	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	2560468	BOY
EOY	2388484	EOY

Grants Payable GrantsPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	30939590	BOY
EOY	31262914	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	35234902	BOY
EOY	35929780	EOY

Escrow Account Liability EscrowAccountLiability

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Loans From Officers Directors LoansFromOfficersDirectors

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

Field	Value	IRS element (for citing)
BOY	0	BOY
EOY	0	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	5318166	BOY
EOY	6869293	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	74053126	BOY
EOY	76450471	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	18122015	BOY
EOY	18401735	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	5517653	BOY
EOY	5534776	EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	687040	BOY
EOY	689090	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	24326708	BOY
EOY	24625601	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	98379834	BOY
EOY	101076072	EOY

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	X	InfoInScheduleOPartXI
Reconcilation Revenue Expenses	243053	ReconcilationRevenueExpenses
Reconcilation Other Changes	55840	ReconcilationOtherChanges
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	1	AccountantCompileOrReview
FS Audited	1	FSAudited
Audit Committee	1	AuditCommittee
Financial Statement Separate	X	FinancialStatementSeparate
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	393252	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	428373	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	354700	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	429408	CurrentTaxYearMinus1Year
Current Tax Year	416995	CurrentTaxYear
Total	2022728	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	18322000	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	18997084	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	20561581	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	21052154	CurrentTaxYearMinus1Year
Current Tax Year	22193114	CurrentTaxYear
Total	101125933	Total

Gross Receipts From Non UBI GrossReceiptsFromNonUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	18715252	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	19425457	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	20916281	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	21481562	CurrentTaxYearMinus1Year
Current Tax Year	22610109	CurrentTaxYear
Total	103148661	Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Amts From Subst Contributors AmtsFromSubstContributors

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Support From DQ Ps Etc SupportFromDQPsEtc

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Field	Value	IRS element (for citing)
Public Support Total509	103148661	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1004757	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1415139	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1299861	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	546386	CurrentTaxYearMinus1Year
Current Tax Year	1156704	CurrentTaxYear
Total	5422847	Total

Post1975 UBTI Post1975UBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1004757	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1415139	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1299861	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	546386	CurrentTaxYearMinus1Year
Current Tax Year	1156704	CurrentTaxYear
Total	5422847	Total

Net Income From Other UBI NetIncomeFromOtherUBI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	0	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	0	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	0	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	0	CurrentTaxYearMinus1Year
Current Tax Year	0	CurrentTaxYear
Total	0	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	941175	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	2307349	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	863440	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	658001	CurrentTaxYearMinus1Year
Current Tax Year	672228	CurrentTaxYear
Total	5442193	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	20661184	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	23147945	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	23079582	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	22685949	CurrentTaxYearMinus1Year
Current Tax Year	24439041	CurrentTaxYear
Total	114013701	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.90470	PublicSupportPercentage509
Prior Year Support Percentage	0.90083	PriorYearSupportPercentage
Investment Income Percentage	0.04756	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.04720	PriorYrInvestIncomePercentage
Thirty Three Percnt Tests CY509	X	ThirtyThreePercntTestsCY509
General Explanation	Other Revenue includes revenue from services provided that are not included in the life care contract. These include extra meals, housekeeping income, maintenance income, child care income, rental fees from family members and related 501(c)(3) organizations, and miscellaneous income.	GeneralExplanation

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

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	918161	BeginningOfYearBalance
Contributions	108679	Contributions
Investment Earnings Or Losses	49834	InvestmentEarningsOrLosses
Grants Or Scholarships	0	GrantsOrScholarships
Other Expenditures	49934	OtherExpenditures
Administrative Expenses	0	AdministrativeExpenses
End Of Year Balance	1026740	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	697089	BeginningOfYearBalance
Contributions	203167	Contributions
Investment Earnings Or Losses	34770	InvestmentEarningsOrLosses
Grants Or Scholarships	0	GrantsOrScholarships
Other Expenditures	16865	OtherExpenditures
Administrative Expenses	0	AdministrativeExpenses
End Of Year Balance	918161	EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

Field	Value	IRS element (for citing)
Beginning Of Year Balance	685000	BeginningOfYearBalance
Contributions	0	Contributions
Investment Earnings Or Losses	29878	InvestmentEarningsOrLosses
Grants Or Scholarships	0	GrantsOrScholarships
Other Expenditures	17789	OtherExpenditures
Administrative Expenses	0	AdministrativeExpenses
End Of Year Balance	697089	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	0.31	BoardDesignatedEOYBalance
Permanent Endowment EOY Balance	0.67	PermanentEndowmentEOYBalance
Term Endowment EOY Balance	0.02	TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs	0	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	0	EndowmentsHeldByRelatedOrgs

Land Land

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	2388479	OtherCostOrOtherBasis
Book Value	2388479	BookValue

Buildings Buildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	75018429	OtherCostOrOtherBasis
Depreciation	20499041	Depreciation
Book Value	54519388	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	1316226	OtherCostOrOtherBasis
Depreciation	761239	Depreciation
Book Value	554987	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	9062079	OtherCostOrOtherBasis
Depreciation	5348045	Depreciation
Book Value	3714034	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Investment Cost Or Other Basis	0	InvestmentCostOrOtherBasis
Other Cost Or Other Basis	1313740	OtherCostOrOtherBasis
Depreciation	144359	Depreciation
Book Value	1169381	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	62346269	TotalOfBookValueLandBuildings
Federal Income Tax Liability	0	FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescription	AmountAmount
Advanced Billings	$214,922
Priority Deposits	$292,000
Accrued Pension Liability	$6,134,882
Other Liabilities	$227,489

Field	Value	IRS element (for citing)
Total Of Amounts	6869293	TotalOfAmounts
Total Revenue	24439041	TotalRevenue
Total Expenses	24195988	TotalExpenses
Excess Or Deficit For Year	243053	ExcessOrDeficitForYear
Net Unrealized GL On Investments	923139	NetUnrealizedGLOnInvestments
Donated Services And Facilities	0	DonatedServicesAndFacilities
Investment Expenses	0	InvestmentExpenses
Prior Period Adjustments	0	PriorPeriodAdjustments
Other	-$867,300	OtherAmount
Total Adjustments	55839	TotalAdjustments
Excess Or Deficit Per FS	298892	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	25362180	TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments	923139	NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities	0	DonatedSrvcAndUseOfFacilities
Recoveries Of Prior Year Grants	0	RecoveriesOfPriorYearGrants
Other Revenues	0	OtherRevenues
Revenue Not Rptd F990	923139	RevenueNotRptdF990
Revenue Subtotal	24439041	RevenueSubtotal
Investment Expenses Not Included	0	InvestmentExpensesNotIncluded
Other Revenues Not Included	0	OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt	0	RevenueNotRptdOnFinStmt
Total Revenue Per Form990	24439041	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	25063288	TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities	0	DonatedServicesUseOfFacilities
Prior Year Adjustments	0	PriorYearAdjustments
Losses Reported	0	LossesReported
Other Expenses Included	867300	OtherExpensesIncluded
Expenses Not Rptd F990	867300	ExpensesNotRptdF990
Expenses Subtotal	24195988	ExpensesSubtotal
Investment Expenses Not Included2	0	InvestmentExpensesNotIncluded2
Other Expenses Not Included	0	OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt	0	ExpensesNotRptdOnFinStmt
Total Expenses Per Form990	24195988	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
SchD_P05_S00_L04	Schedule D, Part V, Line 4	Endowment Funds have been established for Entry Fees, Assistance, Grounds and Landscape Improvement, staffing expenses for the Greenhouse, geriatric research programs at the University of Pennsylvania School of Nursing and any purpose chosen by the Board of Directors.
SchD_P11_S00_L08	Schedule D, Part XI, Line 8	Change in Pension Plan Assets and Benefit Obligations Other Than Periodic Benefit Cost
SchD_P13_S00_L02d	Schedule D, Part XIII, Line 2d	Change in Pension Plan Assets and Benefit Obligations Other Than Periodic Benefit Cost

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Records Maintained	1	RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

Field	Value	IRS element (for citing)
Type Of Grant	Credits to Contracted Monthly Fees	TypeOfGrant
Number Of Recipients	28	NumberOfRecipients
Amount Of Cash Grant	330301	AmountOfCashGrant
Amount Of Non Cash Assistance	0	AmountOfNonCashAssistance
Method Of Valuation	0	MethodOfValuation

Form990 Schedule I Part IV Form990ScheduleIPartIV

Field	Value	IRS element (for citing)
Identifier	SchI_P01_S00_L02	Identifier
Return Reference	Schedule I, Part I, Line 2	ReturnReference
Explanation	Grants and Assistance to individuals are made as credits against outstanding amounts receivable. No cash is disbursed and no proof of where amounts awarded are expended is required or expected.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Compensation Committee	X	CompensationCommittee
Compensation Survey	X	CompensationSurvey
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 (2 entries)

Base Compensation Filing OrgBaseCompensationFilingOrg	Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Filing OrgBonusFilingOrg	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Filing OrgOtherCompensationFilingOrg	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Deferred Comp Filing OrgDeferredCompFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Filing OrgTotalCompensationFilingOrg	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg	Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Douglas A Tweddale
223377	0	0	0	1188	0	13903	0	6544	0	245012	0	303025	0
Ron Foltz
136428	0	2500	0	1188	0	7084	0	6389	0	153589	0	193618	0

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (3 entries)

Issuer EINIssuerEIN	CUSIP NumberCUSIPNumber	Date IssuedDateIssued	Issue PriceIssuePrice	Description Of PurposeDescriptionOfPurpose	DefeasedDefeased	On Behalf Of IssuerOnBehalfOfIssuer	Pool FinancingPoolFinancing
Montgomery County Industrial Development Authority - Series A
232245125	613609VQ6	2006-06-08	15198977	Advance Refund Montgomery Cunty Higher Education & Health Authority Series of 1999; Fund DSRF	0	0	0
Montgomery County Industrial Development Authority - Series B
232245125	613609VR4	2006-06-08	13390000	Refinance construction loan; finance renovation/expansion of Community Center; other capital project	0	0	0
Montgomery County Industrial Development Authority - Series 2009
232245125		2009-11-19	11000000	Renovation & expansion of Community Center; renovation of Beaumont House; New front apartment doors;	0	0	0

Form990 Schedule K Part II Form990ScheduleKPartII (3 entries)

Amount RetiredAmountRetired	Total ProceedsTotalProceeds	Amount In Reserve FundAmountInReserveFund	Capitalized InterestCapitalizedInterest	Issuance Costs From ProceedsIssuanceCostsFromProceeds	Capital ExpendituresCapitalExpenditures	Amount UnspentAmountUnspent	Year Of Subst CompletionYearOfSubstCompletion	Current RefundingCurrentRefunding	Advance RefundingAdvanceRefunding	Final Allocation MadeFinalAllocationMade	Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
1700000	15345636	1091250	0	290969	0	0	2006	0	1	1	1
535000	13902481	0	568	168393	13581052	0	2009	1	0	1	1
0	0	0	2933	200000	9484375	1515625	2010	1	0	0	1

Form990 Schedule K Part III Form990ScheduleKPartIII (3 entries)

Owning Bond Financed PropertyOwningBondFinancedProperty	Any Lease ArrangementsAnyLeaseArrangements	Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty	Any Research AgreementsAnyResearchAgreements	Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged	Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers	Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI	Total Private Business UseTotalPrivateBusinessUse	Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
0	0	0	0	0	0	0	0	1
0	0	0	0	0	0	0	0	1
0	0	0	0	0	0	0	0	1

Form990 Schedule K Part IV Form990ScheduleKPartIV (3 entries)

Form8038 T FiledForm8038TFiled	Variable Rate IssueVariableRateIssue	Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds	Gross Proceeds Invested In GICGrossProceedsInvestedInGIC	Term Of GICTermOfGIC	Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied	Gross Proceeds InvestedGrossProceedsInvested	Exception To RebateExceptionToRebate
American Insurance Group (AIG)
0	0	0	1	2.1	1	0	1
Bayerisch
0	1	0	1	2.1	1	0	0
(no name)
0	1	0	0			0	1

Form990 Schedule K Part V Form990ScheduleKPartV

Field	Value	IRS element (for citing)
Identifier	SchK_P02_S00_L03	Identifier
Return Reference	Schedule K, Part II, Line 3	ReturnReference
Explanation	Column A - Includes accumulated interest of $146,659 Column B - Includes accumulated interest of $512,481	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationship	Amount Of TransactionAmountOfTransaction	Description Of TransactionDescriptionOfTransaction	Sharing Of RevenuesSharingOfRevenues
Eugene Dolloff
Board Member	488591	Dining Service Management Contract	0
Jonathan Sprogell
Treasurer	335506	Debt Service Interest and Fees	0

Schedule M IRS990ScheduleM

Other Non Cash Contributions Table OtherNonCashContributionsTable

Field	Value	IRS element (for citing)
Non Cash Checkbox	X	NonCashCheckbox
Description	Apartment Upgrades	Description
Number Of Contributions	12	NumberOfContributions
Noncash Contribs Rptd F990	73709	NoncashContribsRptdF990
Method Of Determining Revenues	cost	MethodOfDeterminingRevenues

Field	Value	IRS element (for citing)
Number Of8283 Received	7	NumberOf8283Received
Any Property That Must Be Held	0	AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts	1	ReviewProcessUnusualNCGifts
Third Parties Used	0	ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
F990_P06_S0A_L02	Form 990, Part VI, Section A, Line 2	Phillip Henderson, Board member has a family relationship with Rolland Henderson, Board Emeritus.
F990_P06_S0B_L11a	Form 990, Part VI, Section B, Line 11a	The Form 990 is prepared by the Chief Financial officer using information obtained from electronic records of Foulkeways at Gwynedd and personal interviews with the Chief Executive Officer and various members of the management team. Upon completion of the document, the Form 990 is distributed in its entirety to the Board of Directors. At the next Board of Directors meeting any questions or comments not previously addressed are answered. After Board of Directors review, the Form 990 is filed electronically with the Internal Revenue Service as required.
F990_P06_S0B_L12c	Form 990, Part VI, Section B, Line 12c	At the Annual Meeting of the Board of Directors that is held each May, each Board Member is requested to complete a Conflict of Interest Statement disclosing any conflicts that may exist. The Conflict of Interest Statement is signed by the Board Member and then reviewed by the Board Chair and the Chief Executive Officer. If, during the year, any decision is proposed related to an area where there is a conflict, the Board Member with the conflict is expected to recuse themselves from the decision.
F990_P06_S0B_L15	Form 990, Part VI, Section B, Line 15	The Foulkeways Board of Directors and the Chief Executive Officer (CEO) Evaluation Committee (comprised of the Board Chair, Vice Chair and Chair of the Pension/Personnel Committee) evaluate the CEO on an annual basis utilizing information from Board Members and other sources, including salary surveys from comparable organizations. The Board Chair gathers information both verbally and written from Board Members regarding the perfomance of the CEO and then obtains salary information from various salary surveys of comparable organizations from the Director of Human Resources. The Board Chair also receives a recap of the previous year's goals and the goals for the upcoming year from the CEO. The CEO Evaluation Committee meets and reviews all the information. Subsequently a meeting is held with the CEO to review and discuss the information and to establish goals for the coming year. A recommendation for compensation is then presented to the next full Board of directors meeting for final approval.
F990_P06_S0C_L19	Form 990, Part VI, Section C, Line 19	Foulkeways makes available to those who inquire the governing documents and conflict of interest policy. These are available from the Administrative Assistant to the Chief Executive Officer in the Administrative offices on the Foulkeways campus. Foulkeways produces an Annual Report each year that includes the complete audited financial statements. The Annual Report is distributed to all residents and priority list members. It is also given to employees and other interested parties as requested. The Annual Report is also included in the information packet that is given to those individuals requesting information about the community. The Financial Statements are posted to the NRMSIR for use by bondholders of the Community. They are also posted on Guidestar.com as part of the Form 990 posting for not-for-profit charitable organizations.
F990_P11_S00_L05	Form 990, Part XI, Line 5	The Other Changes in net assets or fund balances consists of the Change in Unrealized Gains on Investments for both the Unrestricted and Restricted Fund Balances, and the Change in Pension Plan Assets Other than Periodic Benefit Cost.