2011-11-02T13:15:07-05:00 2010-12-31 LARSONALLEN LLP 18 SENTRY PARK WEST SUITE 300 BLUE BELL PA 194222240 990 2010-01-01 232948991 SIMPSON SENIOR SERVICES SIMP 6106600112 150 MONUMENT ROAD NO 105 BALA CYNWYD PA 19004 JAMES J KONISZEWSKI 6106600112 2011-10-24 1 JAMES WATSON CPA CIA 2156433900 2010 2016-03-07 17:11:31Z KIM WILLIAMS 150 MONUMENT ROAD NO 105 BALA CYNWYD PA 19004 1983483 0 X WWW.SIMPSONSENIOR.ORG X 1998 PA MANAGING AFFILIATES THAT PROVIDE RESIDENCE AND NURSING CARE FOR THE ELDERLY. 11 10 12 10 0 0 7865 6397 1983832 1976828 0 258 0 0 1991697 1983483 0 0 0 0 1054887 1115377 0 0 180794 849256 874695 1904143 1990072 87554 -6589 263889 285901 5521828 5550429 -5257939 -5264528 X SIMPSON SENIOR SERVICES IS DEDICATED TO MEETING THE NEEDS OF AN AGING COMMUNITY. THROUGH CAREFUL OVERSIGHT, THIS ORGANIZATION WILL ASSURE THAT EACH OF ITS COMMUNITIES STRIVES TO DELIVER THE HIGHEST QUALITY OF SERVICES WITH A SENSE OF WARMTH, FRIENDLINESS, INDIVIDUAL PRIDE AND INTEGRITY. WE ARE COMMITTED TO A SYSTEM-WIDE OPERATION THAT OFFERS ALL RESIDENTS AND STAFF OPPORTUNITIES FOR PERSONAL GROWTH AND SPIRITUAL ENRICHMENT. 0 0 1197667 1976828 SIMPSON SENIOR SERVICES IS A NONPROFIT ORGANIZATION WHICH DEVELOPS AND MANAGES CAMPUS COMMUNITIES FOR SENIOR ADULTS. ON AN EQUAL OPPORTUNITY BASIS, EACH COMMUNITY STRIVES TO DELIVER THE HIGHEST QUALITY OF SERVICE WITH A SENSE OF WARMTH, FRIENDLINESS, INDIVIDUAL PRIDE AND INTEGRITY. THE COMMUNITIES INCLUDE: SIMPSON HOUSE, SIMPSON MEADOWS, JENNER'S POND, SIMPSON MID-TOWN AND SIMPSON GARDENS. ACCOMMODATIONS AND CARE VARY DEPENDING UPON THE CAMPUS AND MAY INCLUDE INDEPENDENT LIVING COTTAGES AND APARTMENTS, PERSONAL CARE, SKILLED NURSING AS WELL AS SUBSIDIZED HOUSING FOR MODERATE TO LOW-INCOME SENIORS. AVAILABLE SERVICES ALSO VARY DEPENDING UPON THE CAMPUS AND MAY INCLUDE DINING SERVICES, HOUSEKEEPING, LAUNDRY, TRANSPORTATION AS WELL AS ACTIVITIES SUCH AS: EXERCISE CLASSES, MUSICAL PROGRAMS AND PERFORMANCES, DAY AND OVERNIGHT TRIPS, HEALTH AND WELLNESS PROGRAMS AND HAND ARTS. THE COMMUNITIES AND CAMPUSES OF SIMPSON SENIOR SERVICES ARE COMMITTED TO THE BETTERMENT OF RESIDENTS, STAFF AND THE COMMUNITIES AT LARGE AND OFFER RESIDENTS AND STAFF OPPORTUNITIES FOR PERSONAL GROWTH AND SPIRITUAL ENRICHMENT. EACH CAMPUS BENEFITS FROM THE COMMITMENT AND SERVICE OF COMMUNITY AND RESIDENT VOLUNTEERS. THE COMMUNITIES STRIVE TO PROVIDE SERVICES AND CARE TO RESIDENTS EVEN IF THEY OUTLIVE THEIR FINANCIAL RESOURCES. THE COMMUNITIES OFFER TUITION ASSISTANCE TO ELIGIBLE EMPLOYEES IN SUPPORT OF CONTINUING EDUCATION, PROVIDE WORK SITES FOR CLINICAL AND HAND-ON EDUCATION AND TRAINING, MAKE SPACE AVAILABLE FOR COMMUNITY ORGANIZATIONS AND GROUPS, PROMOTE STAFF AND RESIDENT VOLUNTEERISM IN THE COMMUNITY, AND MAKE CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS. 1197667 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 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 1 1 0 0 1 0 0 12 1 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X JAMES J KONISZEWSKI 6106600112 150 MONUMENT ROAD STE 105 BALA CYNWYD PA 19004 KIM WILLIAMS 40.00 X X 210206 0 36070 DAVID GALINSKY 1.00 X 0 0 0 REV DR WILLIAM GARY GEORGE 1.00 X 0 0 0 EMILY GRAUPNER 1.00 X 0 0 0 KAY MCCOY 1.00 X 0 0 0 RHONDA KARP 1.00 X X 0 0 0 DANIEL KELLEY 1.00 X X 0 0 0 JORDAN KENDALL 1.00 X X 0 0 0 MARY ANN HOFFMAN 1.00 X 0 0 0 VIRGINIA BROWN 1.00 X 0 0 0 JAMES J KONISZEWSKI 40.00 X 196674 0 11387 ROBERTA HEALEY 40.00 X 128752 0 9571 535632 0 57028 3 0 1 0 CROSSROADS TECHNOLOGY PO BOX 6528 WYOMISSING PA 19610 INFORMATION TECHNOLOGY 304543 KEYSTONE HEALTH PLAN EAST PO BOX 70250 PHILADELPHIA PA 19176 EMPLOYEE HEALTHCARE 196331 ADP INC PO BOX 9001006 LOUISVILLE KY 40290 PAYROLL SERVICES 112713 MONUMENT 150 REALTY LLC PO BOX 23229 NEWARK NJ 07189 BUSINESS LEASE 109477 4 6397 6397 MANAGEMENT FEES 561000 1976828 1976828 1976828 258 258 1983483 1976828 0 258 592660 454337 138323 395488 395488 73387 73387 53842 53842 59787 59787 49215 49215 26275 26275 42471 42471 46864 18675 28189 311967 311967 109997 109997 21658 21658 5703 5703 12192 12192 58806 58806 4862 4862 PAYROLL FEES 104512 104512 MISCELLANEOUS 6730 6730 LICENSES, DUES, AND SUB 5506 5506 MAINTENANCE & REPAIR OF 4138 4138 BOARD EXPENSE 3210 3210 802 802 1990072 1197667 611611 180794 49577 32534 46267 78918 56675 51339 530838 415675 111370 115163 7947 263889 285901 135251 210183 5386577 5340246 5521828 5550429 X -5262939 -5269528 5000 5000 -5257939 -5264528 263889 285901 -6589 0 X X 0 1 1 X 0 X X X 0 0 0 SIMPSON HOUSEINC 231352227 9 0 0 1 0 SIMPSON MEADOWS 232948992 9 0 0 1 0 SIMPSON GLEN 232960640 9 0 0 1 0 THIRD CENTURY SERVICES 232948457 9 0 0 1 0 SIMPSON MID-TOWN 233089337 9 0 0 1 0 JENNER'S POND INC 231548106 9 0 0 1 0 6 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39335 9748 29587 491503 405927 85576 115163 DUE TO RELATED PARTIES 5109375 LINE OF CREDIT 230871 5340246 1983483 1990072 -6589 0 -6589 1983483 0 1983483 0 1983483 1990072 0 1990072 0 1990072 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: FIN 48 FOOTNOTE: THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2007 TO 2009 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X X X 0 0 0 0 0 0 0 0 0 KIM WILLIAMS 210206 0 0 0 0 0 20790 0 15280 0 246276 0 0 0 JAMES J KONISZEWSKI 196674 0 0 0 0 0 3933 0 7454 0 208061 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER. ONCE APPROVED, THE FORM 990 IS SENT TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR REVIEW AND APPROVAL. THE PRESIDENT AND THE CHIEF EXECUTIVE OFFICER WILL THEN FORWARD A COPY OF THE FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND MEMBERS OF THE BOARD ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. ALL SIGNIFICANT NEW CONTRACTS ARE SUBJECT TO BOARD APPROVAL. ONGOING CONTRACTS ARE REVIEWED FOR ANY KNOWN POTENTIAL CONFLICT OF INTEREST. IF A CONFLICT ARISES, LEVEL AT WHICH THE DETERMINATION OF A CONFLICT OF INTEREST EXISTS IS DETERMINED AT THE BOARD LEVEL. CONFLICTS OF INTERESTS ARE REVIEWED AT THE BOARD LEVEL. ANY INDIVIDUAL WITH A CONFLICT OF INTEREST IS ABSTAINED FROM BOARD DISCUSSIONS AND DECISIONS WHERE ANY CONFLICT WOULD BE PRESENT. FORM 990, PART VI, SECTION B, LINE 15 A SUB-COMMITTEE OF THE BOARD OF DIRECTORS WHICH IS APPOINTED BY THE BOARD CHAIR HAS THE SPECIFIC DUTY OF ANNUALLY EVALUATING THE PERFORMANCE OF THE CHIEF EXECUTIVE OF THE ORGANIZATION, INCLUDING DETERMINING HIS ANNUAL COMPENSATION. A COMPETENT SALARY SURVEY IS USED TO BENCHMARK COMPENSATION FOR THE POSITION UTILIZING PANPHA, AAHSA AND CEMO SALARY SURVEYS AND OTHER STUDIES. IN ADDITION, THE GUIDE STAR WEBSITE IS UTILIZED TO RESEARCH THE SALARY OF SIMILAR POSITIONS AT SIMILAR SIZED ORGANIZATIONS IN THE LOCAL MARKET AREA. THE CHIEF FINANCIAL OFFER AND THE EXECUTIVE DIRECTORS SALARIES OF EACH COMMUNITY ARE DETERMINED BY THE PRESIDENT & CEO OF SSS ON AN ANNUAL BASIS. THE PRESIDENT & CEO REVIEWS THE ANNUAL PERFORMANCE OF THESE INDIVIDUALS RELATIVE TO THEIR POSITION DESCRIPTIONS. THE OPERATING BUDGETS, INCLUDING SALARY INCREASES, OF EACH COMMUNITY ARE PRESENTED TO THE BOARD FOR THEIR APPROVAL ON AN ANNUAL BASIS. THIS PROCESS WAS LAST UNDERTAKEN IN 2009. 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. AUDITED FINANCIAL STATEMENTS FORM 990 PART XI, LINE 2C THE FINANCIAL STATEMENTS OF SIMPSON SENIOR SERVICES WERE AUDITED BY INDEPENDENT ACCOUNTANTS ON A CONSOLIDATED BASIS WITH RELATED ORGANIZATIONS. THE RELATED ORGANIZATIONS HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SIMPSON HOUSE 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 231352227 CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 0 SIMPSON MEADOWS 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232948992 CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 0 JENNER'S POND 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 231548106 CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 0 THIRD CENTURY SERVICES 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232948457 PROVIDES SUPPORTIVE SERVICES TO FACILITIES PROVIDING CARE TO THE ELDERLY PA 501(C)3 9 SIMPSON SENIOR SERVICES 0 SIMPSON GLEN 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232960640 CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 0 SIMSPON MID-TOWN 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 233089337 PROVIDES HOUSING FOR ELDERLY, LOW INCOME RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 0 SIMPSON HOUSE FOUNDATION 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232320545 RECEIVE AND ADMINISTER FUNDS FOR CHARITABLE WORKS OF SIMPSON HOUSE, INC. PA 501(C)3 11B SIMPSON SENIOR SERVICES 0 NARBERTH ADULT CARE SERVICES 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232948458 PROVIDE ADULT DAY CARE SERVICES AND HEALTHCARE TO THE ELDERLY PA 501(C)3 9 SIMPSON SENIOR SERVICES 0 SIMPSON GARDENS LP 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 412069202 ECONOMIC DEVELOPMENT OF LOW INCOME HOUSING PA N/A SIMPSON GARDENS HOUSING CORP 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 412069201 ECONOMIC DEVELOPMENT OF LOW INCOME HOUSING PA SIMPSON SENIOR SERVICES C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 SIMPSON HOUSE INC P 843656 FMV SIMPSON MEADOWS P 303639 FMV JENNER'S POND INC P 786530 FMV SIMPSON MID-TOWN P 22221 FMV SIMPSON GARDENS P 19394 FMV