HEATH VILLAGE INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HEATH VILLAGE INC (EIN 22-1717575)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-03-05
- IRS object ID
- 202420659349300917
- Schema version
- 2022v5.0
- 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 C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-05T10:36:14-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 221717575 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEATH VILLAGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAT | BusinessNameControlTxt |
| Phone | 9088524801 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 SCHOOLEYS MOUNTAIN ROAD | AddressLine1Txt |
| City | HACKETTSTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 078404099 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY ELLEN BOVE | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9088524801 | PhoneNum |
| Signature | 2024-03-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARY | PersonFirstNm |
| Person Last | ELLEN BOVE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2024-03-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARY ELLEN BOVE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 430 SCHOOLEYS MOUNTAIN ROAD | AddressLine1Txt |
| City | HACKETTSTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 078404099 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $30,971,846 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HEATHVILLAGE.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | RETIREMENT COMMUNITY OFFERING INDEPENDENT LIVING, RESIDENTIAL HEALTHCARE, & SKILLED NURSING CARE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 385 | TotalEmployeeCnt |
| Total Volunteers | 102 | TotalVolunteersCnt |
| Total Gross UBI | $23,764 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,468,730 | PYContributionsGrantsAmt |
| CY Contributions Grants | $348,948 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $25,395,233 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $27,765,531 | CYProgramServiceRevenueAmt |
| PY Investment Income | $660,266 | PYInvestmentIncomeAmt |
| CY Investment Income | $438,526 | CYInvestmentIncomeAmt |
| PY Other Revenue | $171,228 | PYOtherRevenueAmt |
| CY Other Revenue | $159,035 | CYOtherRevenueAmt |
| PY Total Revenue | $27,695,457 | PYTotalRevenueAmt |
| CY Total Revenue | $28,712,040 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $564 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,090,503 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,458,831 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,863 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,092,912 | PYOtherExpensesAmt |
| CY Other Expenses | $15,922,768 | CYOtherExpensesAmt |
| PY Total Expenses | $30,183,415 | PYTotalExpensesAmt |
| CY Total Expenses | $32,382,163 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,487,958 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,670,123 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $93,905,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,066,316 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,899,112 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,409,836 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $48,005,897 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,656,480 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HEATH VILLAGE WAS FORMED FOR THE PURPOSE OF PLANNING, BUILDING AND OPERATING A RETIREMENT COMMUNITY. HEATH VILLAGE IS A MULTI-DENOMINATIONAL CHRISTIAN COMMUNITY FOR ALL PEOPLE, REGARDLESS OF RACE, CREED OR ETHNIC ORIGIN. HEATH VILLAGE BELIEVES IT IS IMPORTANT THAT RETIRED PERSONS HAVE A LIVING ENVIRONMENT THAT FOSTERS A MEANINGFUL LIFE WITH SECURITY, DIGNITY, FELLOWSHIP AND PERSONAL AND SPIRITUAL WELL-BEING. TO ACHIEVE THESE OBJECTIVES AND PURPOSE, HEATH VILLAGE PROVIDES RETIRED PERSONS WITH APPROPRIATE LIVING ACCOMMODATIONS, AS WELL AS SOCIAL, RECREATIONAL, EDUCATIONAL, RELIGIOUS AND OTHER PROGRAMS AND SERVICES THAT PROMOTE INDIVIDUAL INDEPENDENCE IN LIVING WITH THE AVAILABILITY OF SUPPORTIVE SERVICES WHEN NEEDED. HEATH VILLAGE ENCOURAGES INTERACTION BETWEEN HEATH VILLAGE EMPLOYEES, ITS RESIDENTS AND THE COMMUNITY AT LARGE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $27,590,368 | ExpenseAmt |
| Grant | $564 | GrantAmt |
| Revenue | $27,765,531 | RevenueAmt |
| Desc | HEATH VILLAGE IS A FULL-SERVICE RETIREMENT COMMUNITY WHICH ALSO INCLUDES A COMPREHENSIVE HEALTH CARE FACILITY. THERE ARE NO LIFE CARE FEES AND OPTIONAL ENTRANCE FEES, MAKING IT AN AFFORDABLE CHOICE FOR TODAY'S RETIREE WHO WANTS TO REMAIN ACTIVE, INVOLVED AND INDEPENDENT. THE 100+ ACRE COMMUNITY OFFERS A VARIETY OF LIVING ACCOMMODATIONS INCLUDING: 151 INDEPENDENT APARTMENTS RANGING IN SIZE FROM STUDIO TO TWO-BEDROOMS; 10 COTTAGE STYLE APARTMENTS WHICH INCLUDE TWO BEDROOMS, A SINGLE CAR GARAGE, UTILITY ROOM, TWO BATHS, AN EAT-IN KITCHEN AND A THREE-SEASON PORCH; 30 HOTEL-STYLE APARTMENTS WHICH INCLUDE HOUSEKEEPING SERVICES AND THREE MEALS PER DAY; 40 RESIDENTIAL HEALTHCARE BEDS AND 108 SKILLED NURSING BEDS, BOTH LICENSED BY THE NEW JERSEY STATE DEPARTMENT OF HEALTH. FOR THE FISCAL YEAR ENDED JUNE 30, 2023, THE INDEPENDENT APARTMENTS SERVED 239 RESIDENTS, THE RESIDENTIAL HEALTH CARE UNIT SERVED 46 RESIDENTS, AND THE SKILLED NURSING UNIT SERVED 390 SHORT-TERM AND LONG-TERM PATIENTS. THE FACILITY PROVIDES FINANCIAL ASSISTANCE THROUGH ITS BENEVOLENT CARE FUND, THE FRIENDSHIP FUND, TO RESIDENTS WHO HAVE EXHAUSTED THEIR RESOURCES. DURING THE FISCAL YEAR, THE FRIENDSHIP FUND PROVIDED $324,825 IN BENEVOLENT CARE ACROSS ALL LEVELS OF CARE.ALL RESIDENTS AND PATIENTS OF THE COMMUNITY ENJOY AROUND THE CLOCK SECURITY, A WIRELESS EMERGENCY/NURSE CALL ALERT SYSTEM, WIFI, MAINTENANCE SERVICES, TRANSPORTATION SERVICES, PASTORAL SERVICES, AND SOCIAL ACTIVITIES BOTH ON CAMPUS AND OFF CAMPUS IN ADDITION TO A SWIMMING POOL AND JACUZZI, COMMUNITY GARDEN, SHUFFLE BOARD COURT, BOCCE COURT, NATURE/WALKING TRAIL, LIBRARY, FITNESS CENTER, GIFT SHOP, BEAUTY SALON, CRAFT SHOP, CHAPEL, AND NUMEROUS OTHER AMENITIES. INDEPENDENT RESIDENTS OF THE COMMUNITY ENJOY A DIVERSE SCHEDULE OF REGULARLY PLANNED ACTIVITIES INCLUDING YOGA, FITNESS CLASSES, MOVIE NIGHTS, WORSHIP SERVICES, LIVE ENTERTAINMENT, POOL PARTIES AND MUCH MORE. DURING THE FISCAL YEAR, OFF-CAMPUS TRIPS INCLUDED MINIATURE GOLF, A LOCAL HOLIDAY LIGHTS BUS TOUR, THE NJ PERFORMING ARTS CENTER TO SEE THE NJ SYMPHONY ORCHESTRA, HUNTERDON HILLS PLAYHOUSE, THE LOCAL FISH HATCHERY, PAPERMILL PLAYHOUSE, TWO MUSEUMS, A WOLF PRESERVE AND NUMEROUS LUNCH TRIPS TO LOCAL RESTAURANTS. SHOPPING BUS ROUTES CONTINUED TO RUN 3 DAYS PER WEEK FOR RESIDENTS WHO NEED A RIDE TO LOCAL STORES, AND SHUTTLE SERVICES WERE ALSO PROVIDED TO SEVERAL CHURCHES IN THE AREA. RESIDENTS PARTICIPATE IN ABOUT 40 RESIDENT GROUPS AND ORGANIZATIONS THAT ARE AVAILABLE ON CAMPUS SUCH AS THE ART CLUB, CHIP AND PUTT GOLF, CORNHOLE, SHUFFLEBOARD, MUTUAL SUPPORT GROUP, NEEDLEWORKERS GROUP, PICKLEBALL, CHOIR, AND BOOK DISCUSSION GROUP, TO NAME A FEW. THE EVER-POPULAR BOCCE LEAGUE CONTINUED THEIR SATURDAY MORNING LESSONS, AND AN END-OF-SEASON TOURNAMENT AGAINST THE ADMINISTRATION. DURING THE MONTH OF JUNE, THE HIKING GROUP HOSTED THE FIRST ANNUAL WALKING TOUR EVENT AND STARTED A MONTHLY HIKING ORIENTATION FOR NEW HIKERS OR THOSE WHO ARE UNFAMILIAR WITH THE TRAILS ON THE HEATH VILLAGE CAMPUS. VOLUNTEERS WHO RESIDE ON-CAMPUS CONTINUED THE EFFORTS OF THE FACILITY'S THRIFT STORE KNOWN AS THE FRIENDSHIP STORE, WHICH GENERATED PROCEEDS OF $4,342 TO SUPPORT THE BENEVOLENT CARE FUND. AN ADDITIONAL $4,401 NET PROCEEDS WERE GENERATED FROM THE VOLUNTEER-RUN GIFT SHOP. OTHER RESIDENT VOLUNTEERS ALSO RAISED $803 FROM A BAKE SALE, $311 FROM A MEMORIAL DAY POPPY PIN SALE, $1,338 FROM A RAFFLE, AND $1,182 BY HOLDING A FARMER'S MARKET THROUGHOUT THE GROWING SEASON AS VEGETABLES WERE HARVESTED FROM THE COMMUNITY GARDEN. ALL NET PROCEEDS BENEFITED THE BENEVOLENT CARE FUND.WHILE THE RESIDENTIAL HEALTHCARE AND SKILLED NURSING UNITS HAVE THEIR OWN DINING ROOM FACILITIES, ALL RESIDENTS AND GUESTS OF THE COMMUNITY HAVE THE OPTION OF DINING IN THE MAIN DINING ROOM FOR A RESTAURANT STYLE DINING OPTION, THE GRILL ROOM FOR A FINE DINING EXPERIENCE, THE PUB, OR IN THE CAFE FOR A LESS FORMAL SETTING. RESIDENTS ALSO ENJOYED VARIOUS SPECIAL EVENTS IN THE MAIN DINING FACILITIES SUCH AS A CHRISTMAS TEA, HOLIDAY LUNCHEONS, ICE CREAM SOCIALS, OUTDOOR BBQS, HAPPY HOUR, AN OKTOBERFEST CELEBRATION, VETERAN'S APPRECIATION LUNCHEON, VOLUNTEER APPRECIATION LUNCHEON, AND A SUPER BOWL PARTY. IN THE SPRING, RESIDENTS ATTENDED A VILLAGE SOCIAL IN WHICH THEY HAD THE OPPORTUNITY TO SAMPLE NEW MENU ITEMS FROM THE CAMPUS PUB.THE NEWLY BUILT, STATE-OF-THE-ART SKILLED NURSING UNIT PROVIDES A SPACIOUS, HOMELIKE ATMOSPHERE AND BOASTS A SUB-ACUTE CARE AND REHABILITATION FACILITY WHICH PROVIDES FIRST-RATE IN-PATIENT CARE FOR ADULT PATIENTS FIFTY-FIVE AND OLDER WHO ARE RECOVERING FROM AN ACUTE ILLNESS OR INJURY. THE SMALL HOUSEHOLD DESIGN ALLOWS FOR MORE PERSONALIZED AND FLEXIBLE RESIDENT CARE. THERE ARE FOUR LONG-TERM AND TWO SHORT-TERM/SUB-ACUTE CARE HOUSEHOLDS. TO HELP MAKE THE SPACE FEEL MORE HOMELIKE, EVERY LONG AND SHORT-TERM CARE RESIDENT HAS THEIR OWN PRIVATE BEDROOM. THIS POPULAR AMENITY NOT ONLY OFFERS IMPROVED QUALITY OF LIFE BUT ENHANCES HEATH VILLAGE'S ALREADY STRINGENT INFECTION CONTROL MEASURES IT HAS IN PLACE TO HELP PREVENT THE SPREAD OF VIRUSES SUCH AS COVID-19. THE REHABILITATION CENTER IS EQUIPPED WITH THE LATEST TECHNOLOGY AND INCLUDES AN ACTIVITIES OF DAILY LIVING (ADL) SUITE WHERE PATIENTS CAN PRACTICE A VARIETY OF LIFE SKILLS SUCH AS COOKING, SHOWERING, AND GETTING IN AND OUT OF BED. THERE IS ALSO AN OUTDOOR COURTYARD DESIGNED TO HELP PATIENTS MANEUVER DIFFERENT TERRAINS AND INCLINES. THE FACILITY PROVIDES THE FOLLOWING COMPREHENSIVE SERVICES: MEDICAL AND SURGICAL RECOVERY, CARDIAC CARE, WOUND CARE, PHYSICAL AND OCCUPATIONAL THERAPY, SPEECH THERAPY, IV THERAPY, VESTIBULAR THERAPY, ASSISTIVE DEVICE TRAINING, MEDICATION MANAGEMENT AND HOSPICE CARE. THEY SPECIALIZE IN BALANCE, GAIT ASSESSMENT, FALL PREVENTION AND IMPROVING OVERALL MOBILITY. INDEPENDENT RESIDENTS OF THE COMMUNITY ALSO BENEFIT FROM THE OUT-PATIENT THERAPY SERVICES PROVIDED BY THIS FACILITY. DURING THE FISCAL YEAR ENDING JUNE 30, 2023, THE REHAB FACILITY SERVED 46 OUT-PATIENTS IN ADDITION TO SERVING THE IN-PATIENT POPULATION. RESIDENTS WHO LIVE INDEPENDENTLY OUTSIDE OF THE NURSING FACILITY ALSO BENEFIT FROM HOME HEALTH SERVICES AND OUT-PATIENT NURSING CARE MADE AVAILABLE THROUGH THE SKILLED NURSING UNIT - 21 RESIDENTS RECEIVED THIS TYPE OF ASSISTANCE DURING THE FISCAL YEAR.DURING THE FISCAL YEAR, THE MEADOWS SKILLED NURSING FACILITY WAS RECOGNIZED AS A BRONZE LEVEL ANTIMICROBIAL STEWARDSHIP RECOGNITION PROGRAM AWARD RECIPIENT BY THE NEW JERSEY DEPARTMENT OF HEALTH. THIS IS THE THIRD CONSECUTIVE YEAR THAT THE MEADOWS NURSING STAFF HAS BEEN RECOGNIZED FOR THEIR ONGOING ANTIMICROBIAL STEWARDSHIP EFFORTS. THE SKILLED NURSING FACILITY HAS A SOCIAL SERVICES DEPARTMENT WHICH IS DEDICATED TO THE PSYCHOSOCIAL WELL-BEING OF ALL PATIENTS AND RESIDENTS WITHIN THE COMMUNITY. THIS DEPARTMENT SERVES AS AN INTERDEPARTMENTAL LIAISON FOR THE PATIENTS AND FAMILY MEMBERS TO MAKE SURE ALL THEIR NEEDS ARE MET MEDICALLY, PHYSICALLY, AND EMOTIONALLY, AND IS RESPONSIBLE FOR IN-SERVICING STAFF MEMBERS ON MOOD BEHAVIOR, TRAUMA-INFORMED CARE, CUSTOMER SERVICE AND COMMUNICATION, LGBTQ IN LTC SETTING AND DEMENTIA. THE SOCIAL SERVICE DEPARTMENT SCHEDULES AND FACILITATES ALL THE INTERDISCIPLINARY TEAM MEETINGS WHICH ARE HELD TWICE A WEEK WITH THE RESIDENTS AND THEIR FAMILY MEMBERS. THESE MEETINGS ARE DESIGNED TO UPDATE THE RESIDENTS AND FAMILY MEMBERS ON MEDICAL ISSUES, THEIR REHAB PROGRESS, ETC. THE SOCIAL WORKERS ASSIST WITH DISCHARGE PLANNING FOR THOSE PATIENTS THAT ARE RECEIVING SUBACUTE REHAB AND ASSIST WITH SETTING UP SERVICES IN THE COMMUNITY FOR THE PATIENTS TO ENABLE THEM TO RESUME THEIR LIVES AFTER REHAB (I.E. PRIVATE DUTY HOME HEALTH AIDE, NURSING, PT, OT, MEALS ON WHEELS, ETC.), OR IF THE PATIENT IS NOT ABLE TO RETURN HOME, THEY ASSIST WITH FACILITY PLACEMENT. THIS INCLUDES WORKING CLOSING WITH THE ATLANTIC HOSPITAL'S ACO PROGRAM FOR CONTINUITY OF CARE FROM THE HOSPITAL TO THE FACILITY AND DISCHARGE BACK TO THE COMMUNITY, PROVIDING WEEKLY UPDATES AND DISCHARGE PLANNING TO COORDINATE CARE WITH THE FACILITY AND DOCTORS UPON DISCHARGE.THE SOCIAL SERVICES DEPARTMENT ALSO WORKS TOGETHER WITH PSYCHIATRISTS, THERAPISTS, AND THE INTERDISCIPLINARY TEAM TO REDUCE THE SIGNS AND SYMPTOMS OF DEPRESSION IN BOTH LONG-TERM CARE AND SUB-ACUTE PATIENTS, AND PROVIDES ONE-ON-ONE EMOTIONAL SUPPORT TO RESIDENTS, PATIENTS, FAMILY MEMBERS AND STAFF. THE OFFICE MAKES REFERRALS FOR IN-PERSON PSYCHOLOGICAL SERVICES, TALK THERAPY, PET THERAPY AND SPIRITUAL SUPPORT FOR THOSE RESIDENTS IN NEED. THE SOCIAL SERVICES OFFICE ALSO RUNS THE EMPLOYEE ASSISTANCE PROGRAM FOR HEATH VILLAGE, OFFERING SUPPORTIVE SERVICES AND REFERRALS FOR STAFF. IN ADDITION, THEY WORK CLOSELY WITH LOCAL COLLEGES AND UNIVERSITIES, HOSTING INTERNS AT THE BACHELOR'S AND MASTER'S LEVEL WHO ARE INTERESTED IN WORKING IN THE FIELD OF SOCIAL WORK OR COUNSELING WITHIN THE SENIOR POPULATION. | Desc |
| Total Program Service Expenses | $27,590,368 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 113 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 385 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY PUCCIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9086845018 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 422 SCHOOLEYS MOUNTAIN ROAD | AddressLine1Txt |
| City | HACKETTSTOWN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 078404099 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CAROL MCKINNEY | ||||||||||
| CHAIR | 0.30 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| L ALLISON GARDE | ||||||||||
| VICE CHAIR | 0.30 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| HAROLD S LAPPIN | ||||||||||
| SECRETARY/TREASURER | 0.30 | 0.30 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL ARON | ||||||||||
| TRUSTEE RESIDENT REPRESENTATIVE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT GALLAGHER | ||||||||||
| TRUSTEE | 0.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| MARY ALICE HORN | ||||||||||
| TRUSTEE | 0.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| HERBERT KORTE | ||||||||||
| TRUSTEE | 0.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| ARTHUR SHENINGER | ||||||||||
| TRUSTEE | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TIMOTHY STEWART | ||||||||||
| TRUSTEE | 0.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| PETER R VAN BRUNT | ||||||||||
| TRUSTEE | 0.30 | 0.30 | Yes (X) | $0 | $0 | $0 | ||||
| MICHELE MCCARTHY | ||||||||||
| TRUSTEE TO 9/13/22 | 0.30 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY ELLEN BOVE | ||||||||||
| CEO/EXECUTIVE DIRECTOR | 40.00 | 0.50 | Yes (X) | $529,442 | $0 | $141,239 | ||||
| ANTHONY PUCCIO | ||||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 0.50 | Yes (X) | $224,562 | $0 | $37,702 | ||||
| VIVIAN BLANDURA | ||||||||||
| ADMINISTRATOR | 40.00 | 0.00 | $203,152 | $0 | $36,681 | Yes (X) | ||||
| PAMELA ALVAREZ | ||||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $119,110 | $0 | $23,748 | Yes (X) | ||||
| MARIE IGOT | ||||||||||
| OCCUPATIONAL THERAPIST | 40.00 | 0.00 | $111,112 | $0 | $32,030 | Yes (X) | ||||
| PURA RIZA TORIO | ||||||||||
| PHYSICAL THERAPIST | 40.00 | 0.00 | $111,091 | $0 | $20,794 | Yes (X) | ||||
| KELLY STILES | ||||||||||
| DIRECTOR OF HR | 40.00 | 0.00 | $109,779 | $0 | $20,634 | Yes (X) | ||||
| DIANE ANTLEY | ||||||||||
| PHYSICAL THERAPIST/CLINICAL LEAD | 40.00 | 0.00 | $105,929 | $0 | $20,553 | Yes (X) | ||||
| PATRICK E BRADY | ||||||||||
| FORMER CEO/EXECUTIVE DIR. TO 1/3/22 | 40.00 | 0.00 | $798,359 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,312,536 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $333,381 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO INC AND AFFILIATES | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15251 | FOOD SERVICE | $547,778 |
| CHRIS BRANDS CONSTRUCTION CO | |||||
| 710 LAUREL HILL ROAD | BANGOR | PA | 18013 | CARPENTRY | $430,952 |
| CARING PARTNERS IN HEALTHCARE LLC | |||||
| 2333 MORRIS AVE STE C-214 | UNION | NJ | 07083 | NURSE STAFFING | $411,894 |
| EXIGENT TECHNOLOGIES LLC | |||||
| 55 MADISON AVENUE SUITE 400 | MORRISTOWN | NJ | 07960 | INFORMATION TECHNOLOGY | $272,709 |
| RJK FLOOR COVERING | |||||
| 76 COOLIDGE TRAIL | HOPATCONG | NJ | 07843 | FLOORING INSTALLATION | $182,768 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $80,700 | FundraisingAmt |
| Government Grants | $19,609 | GovernmentGrantsAmt |
| All Other Contributions | $248,639 | AllOtherContributionsAmt |
| Total Contributions | $348,948 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET RESIDENT SERVICE REV | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $27,765,531 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,765,531 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $27,765,531 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $385,311 | TotalRevenueColumnAmt |
| Exclusion | $385,311 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,294,381 | SecuritiesAmt |
| Other | $570 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,241,736 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $52,645 | SecuritiesAmt |
| Other | $570 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $53,215 | TotalRevenueColumnAmt |
| Exclusion | $53,215 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,345 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $80,700 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $7,851 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,506 | TotalRevenueColumnAmt |
| Exclusion | -$1,506 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $2,675 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,546 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,129 | TotalRevenueColumnAmt |
| Exclusion | $1,129 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $13,525 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $8,673 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,852 | TotalRevenueColumnAmt |
| Exclusion | $4,852 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| NON-RESIDENT REVENUE | 721000 | $44,340 | $21,378 | $22,962 |
| MEALS | 900099 | $43,160 | $43,160 | |
| GUEST ROOMS | 900099 | $29,985 | $29,985 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,075 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,386 | UnrelatedBusinessRevenueAmt |
| Exclusion | $34,689 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $154,560 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,712,040 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,765,531 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $23,764 | UnrelatedBusinessRevenueAmt |
| Exclusion | $573,797 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $564 | TotalAmt |
| Program Services | $564 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,128,562 | TotalAmt |
| Management And General | $1,128,562 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,594,697 | TotalAmt |
| Program Services | $10,648,963 | ProgramServicesAmt |
| Management And General | $941,443 | ManagementAndGeneralAmt |
| Fundraising | $4,291 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,538 | TotalAmt |
| Program Services | $326,118 | ProgramServicesAmt |
| Management And General | $17,205 | ManagementAndGeneralAmt |
| Fundraising | $215 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,441,909 | TotalAmt |
| Program Services | $2,154,733 | ProgramServicesAmt |
| Management And General | $286,404 | ManagementAndGeneralAmt |
| Fundraising | $772 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $950,125 | TotalAmt |
| Program Services | $812,850 | ProgramServicesAmt |
| Management And General | $136,922 | ManagementAndGeneralAmt |
| Fundraising | $353 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,791 | TotalAmt |
| Program Services | $158,791 | ProgramServicesAmt |
| Management And General | $12,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,265 | TotalAmt |
| Management And General | $238,265 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,633 | TotalAmt |
| Management And General | $89,633 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $639 | TotalAmt |
| Management And General | $639 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,153 | TotalAmt |
| Management And General | $119,153 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,299,489 | TotalAmt |
| Program Services | $2,029,335 | ProgramServicesAmt |
| Management And General | $270,154 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,469 | TotalAmt |
| Management And General | $101,469 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,885 | TotalAmt |
| Program Services | $80,364 | ProgramServicesAmt |
| Management And General | $80,289 | ManagementAndGeneralAmt |
| Fundraising | $232 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $478,490 | TotalAmt |
| Program Services | $95,858 | ProgramServicesAmt |
| Management And General | $382,632 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,849,247 | TotalAmt |
| Program Services | $1,849,247 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $52,052 | TotalAmt |
| Program Services | $43,183 | ProgramServicesAmt |
| Management And General | $8,869 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,075 | TotalAmt |
| Program Services | $37,870 | ProgramServicesAmt |
| Management And General | $13,205 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,262,222 | TotalAmt |
| Program Services | $1,262,222 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,016,498 | TotalAmt |
| Program Services | $5,016,498 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $622,463 | TotalAmt |
| Program Services | $11,334 | ProgramServicesAmt |
| Management And General | $611,129 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $1,146,324 | $1,131,316 | $15,008 |
| SUPPLIES & MINOR EQUIPM | $907,486 | $907,486 | |
| PHARMACY & OTHER ANCILI | $539,100 | $539,100 | |
| NURSING HOME ASSESMENT | $318,662 | $318,662 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,825 | TotalAmt |
| Program Services | $165,874 | ProgramServicesAmt |
| Management And General | $332,951 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,382,163 | TotalAmt |
| Program Services | $27,590,368 | ProgramServicesAmt |
| Management And General | $4,785,932 | ManagementAndGeneralAmt |
| Fundraising | $5,863 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,535 | BOYAmt |
| EOY | $2,515 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,335,375 | BOYAmt |
| EOY | $4,882,319 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,452,214 | BOYAmt |
| EOY | $1,264,025 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $254,601 | BOYAmt |
| EOY | $245,246 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,437 | BOYAmt |
| EOY | $135,861 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $121,382,887 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $59,824,407 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,151,885 | BOYAmt |
| EOY | $61,558,480 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,262,170 | BOYAmt |
| EOY | $21,979,224 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,163 | BOYAmt |
| EOY | $98,948 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $275,836 | BOYAmt |
| EOY | $268,769 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $937,793 | BOYAmt |
| EOY | $2,630,929 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,905,009 | BOYAmt |
| EOY | $93,066,316 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,186,799 | BOYAmt |
| EOY | $4,231,070 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,292,926 | BOYAmt |
| EOY | $2,948,548 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,627,646 | BOYAmt |
| EOY | $35,875,436 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,608 | BOYAmt |
| EOY | $1,129,653 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $858,133 | BOYAmt |
| EOY | $225,129 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,899,112 | BOYAmt |
| EOY | $44,409,836 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,257,371 | BOYAmt |
| EOY | $45,536,929 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,748,526 | BOYAmt |
| EOY | $3,119,551 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,005,897 | BOYAmt |
| EOY | $48,656,480 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,905,009 | BOYAmt |
| EOY | $93,066,316 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,670,123 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,647,491 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,673,215 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $224,696 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,108,277 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,510,219 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,468,730 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $348,948 | CurrentTaxYearAmt |
| Total | $6,660,870 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,196,536 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,517,212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,237,753 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,395,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $27,765,531 | CurrentTaxYearAmt |
| Total | $129,112,265 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,421,232 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $26,625,489 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,747,972 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,863,963 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,114,479 | CurrentTaxYearAmt |
| Total | $135,773,135 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $135,773,135 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $436,913 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $504,971 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $321,236 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $309,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $385,311 | CurrentTaxYearAmt |
| Total | $1,957,882 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,407 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $33,833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,086 | CurrentTaxYearMinus1YearAmt |
| Total | $148,892 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $479,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $536,537 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $355,069 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $350,537 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $385,311 | CurrentTaxYearAmt |
| Total | $2,106,774 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $821 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,789 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,483 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,386 | CurrentTaxYearAmt |
| Total | $11,463 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $144,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,956 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $113,314 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,669 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $174,459 | CurrentTaxYearAmt |
| Total | $738,221 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,046,196 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,328,771 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,217,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,360,153 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,676,635 | CurrentTaxYearAmt |
| Total | $138,629,593 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97940 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98090 | PublicSupportPY509Pct |
| Investment Income CY | 0.01520 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01400 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MEALS - 2018 AMOUNT: $ 54,305. 2019 AMOUNT: $ 41,298. 2020 AMOUNT: $ 33,707. 2021 AMOUNT: $ 40,389. 2022 AMOUNT: $ 43,160. LATE FEE INCOME - 2018 AMOUNT: $ 7,544. 2019 AMOUNT: $ 10,425. 2020 AMOUNT: $ 33,076. 2021 AMOUNT: $ 31,321. 2022 AMOUNT: $ 1,193. GUEST ROOMS - 2018 AMOUNT: $ 28,505. 2019 AMOUNT: $ 20,260. 2020 AMOUNT: $ 8,690. 2021 AMOUNT: $ 22,680. 2022 AMOUNT: $ 29,985. FIREWOOD SALES - 2019 AMOUNT: $ 9,365. 2020 AMOUNT: $ 1,270. 2021 AMOUNT: $ 3,620. RESIDENT MAINTENANCE SERVICES - 2019 AMOUNT: $ 7,931. 2020 AMOUNT: $ 8,261. 2021 AMOUNT: $ 8,715. GIFT SHOP - 2018 AMOUNT: $ 8,311. THRIFT STORE REVENUE - 2019 AMOUNT: $ 8,797. 2020 AMOUNT: $ 5,103. 2021 AMOUNT: $ 5,802. 2022 AMOUNT: $ 4,342. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 18,933. 2019 AMOUNT: $ 161. 2020 AMOUNT: $ 46. 2021 AMOUNT: $ 33. 2022 AMOUNT: $ 18,984. NON-RESIDENT REVENUE - 2018 AMOUNT: $ 12,431. 2019 AMOUNT: $ 12,481. 2020 AMOUNT: $ 12,000. 2021 AMOUNT: $ 12,000. 2022 AMOUNT: $ 39,705. INSURANCE RECOVERY - 2019 AMOUNT: $ 40,863. 2022 AMOUNT: $ 14,545. RELATED NONRESIDENT REVENUE - 2019 AMOUNT: $ 1,950. 2020 AMOUNT: $ 2,550. FUNDRAISING INCOME - 2020 AMOUNT: $ 419. 2021 AMOUNT: $ 598. 2022 AMOUNT: $ 6,345. GAMING INCOME - 2018 AMOUNT: $ 31. 2019 AMOUNT: $ 80. 2022 AMOUNT: $ 2,675. SALE OF INVENTORY - 2018 AMOUNT: $ 14,763. 2019 AMOUNT: $ 11,345. 2020 AMOUNT: $ 8,192. 2021 AMOUNT: $ 15,511. 2022 AMOUNT: $ 13,525. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $639 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $639 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | HEATH VILLAGE PAID MEMBERSHIP DUES TO LEADING AGE OF NJ OF $11,183, OF WHICH AN ESTIMATED 4.61% OR $516 WENT TOWARDS LOBBYING ACTIVITY. HEATH VILLAGE PAID MEMBERSHIP DUES TO LEADING AGE NATIONAL OF $8,000, OF WHICH AN ESTIMATED 1.54% OR $123 WENT TOWARDS LOBBYING ACTIVITY. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,592,220 | OtherCostOrOtherBasisAmt |
| Book Value | $4,592,220 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $86,899,403 | OtherCostOrOtherBasisAmt |
| Depreciation | $46,314,723 | DepreciationAmt |
| Book Value | $40,584,680 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,173,047 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,277,356 | DepreciationAmt |
| Book Value | $9,895,691 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,718,217 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,232,328 | DepreciationAmt |
| Book Value | $6,485,889 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $61,558,480 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $133,441 |
| FINANCE LEASE OBLIGATIONS | $91,688 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $225,129 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $32,922,266 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,647,491 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,673,215 | OtherRevenueAmt |
| Revenue Not Reported | $4,320,706 | RevenueNotReportedAmt |
| Revenue Subtotal | $28,601,560 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $119,153 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$8,673 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $110,480 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $28,712,040 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $32,271,683 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $8,673 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,673 | ExpensesNotReportedAmt |
| Expenses Subtotal | $32,263,010 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $119,153 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $119,153 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $32,382,163 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | SECURITY DEPOSITS AND PNA (PERSONAL NEEDS ALLOWANCE) FUNDS HELD IN TRUST FOR PATIENTS AND RESIDENTS. FUNDS ARE SEGREGATED AND HELD IN AN INTEREST-BEARING BANK ACCOUNT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENTS 1,878,081. FORGIVENESS OF AMOUNTS DUE FROM AFFILIATE -204,866. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GIFT SHOP EXP -8,673. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | GIFT SHOP EXPENSES 8,673. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BENEFIT GALA | Event1Nm |
| Gross Receipts Event1 | $85,060 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $80,700 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,360 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $3,624 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $645 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $3,582 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $85,060 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $80,700 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,360 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $3,624 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $645 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $3,582 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $7,851 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,491 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK E BRADY | ||||||||||||||
| FORMER CEO/EXECUTIVE DIR. TO 1/3/22 | $5,331 | $0 | $170,426 | $0 | $622,602 | $0 | $0 | $0 | $0 | $0 | $798,359 | $0 | $0 | $0 |
| MARY ELLEN BOVE | ||||||||||||||
| CEO/EXECUTIVE DIRECTOR | $334,442 | $0 | $195,000 | $0 | $0 | $0 | $115,250 | $0 | $25,989 | $0 | $670,681 | $0 | $75,000 | $0 |
| ANTHONY PUCCIO | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $216,462 | $0 | $8,100 | $0 | $0 | $0 | $11,713 | $0 | $25,989 | $0 | $262,264 | $0 | $0 | $0 |
| VIVIAN BLANDURA | ||||||||||||||
| ADMINISTRATOR | $183,152 | $0 | $20,000 | $0 | $0 | $0 | $10,692 | $0 | $25,989 | $0 | $239,833 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | THE CEO HAS A DEFERRED COMPENSATION ARRANGEMENT. THE ORGANIZATION PAID THE CEO $95,000 ON 6/16/23 FOR THE DEFERRED COMPENSATION THAT WAS AWARDED ON 3/25/20. THE CEO WAS AWARDED $121,744 ON 6/30/23, WHICH WILL BE VESTED ON 6/30/26. THE TOTAL DEFERRED COMPENSATION BALANCE AT 6/30/23 WAS $336,744. |
| PART I, LINE 7 | THE CEO'S BONUS IS DETERMINED IN ACCORDANCE WITH AN EMPLOYMENT AGREEMENT. THE NOMINATING AND CORPORATE GOVERNANCE COMMITTEE HAS DISCRETION TO AWARD AN ANNUAL BONUS TO THE CEO, SUBJECT TO APPROVAL BY THE HEATH ALLIANCE FOR CARE BOARD. IN AWARDING THE BONUS, THE COMMITTEE MAY CONSIDER INCENTIVE BONUS DATA FOR EMPLOYEES PERFORMING SERVICES COMPARABLE TO THE CEO'S SERVICES. COMPENSATION DATA FOR THIS PURPOSE IS OBTAINED VIA GUIDESTAR FOR LIKE ORGANIZATIONS IN THE NORTHERN NEW JERSEY AREA, AND SUCH OTHER RELEVANT SALARY SURVEYS THAT MAY BE AVAILABLE FROM OTHER INDEPENDENT INDUSTRY AND PROFESSIONAL ORGANIZATIONS. THE CEO DETERMINES THE CFO'S AND ADMINISTRATOR'S BONUSES AT THE CEO'S DISCRETION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PUBLIC FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 273866124 | BondIssuerEIN |
| Bond Issued | 2018-08-10 | BondIssuedDt |
| Issue Price | $38,500,000 | IssuePriceAmt |
| Purpose | TO FINANCE THE CONSTRUCTION OF A SKILLED NURSING FACILITY. | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $2,222,186 | RetiredAmt |
| Total Proceeds | $38,554,176 | TotalProceedsAmt |
| Capital Expenditures | $38,554,176 | CapitalExpendituresAmt |
| Substantial Completion | 2020 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRANCH BANKING AND | BusinessNameLine1Txt |
| Business Name Line2 | TRUST COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 15.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 3 | TOTAL PROCEEDS OF ISSUE ARE GREATER THAN ISSUANCE PRICE DUE TO INTEREST EARNED ON PROCEEDS HELD IN PROJECT FUND ACCOUNT OF $54,176. |
| PART IV LINE 2C | THE ARBITRAGE REBATE CALCULATION WAS COMPLETED ON 9/23/21 FOR THE PERIOD 8/10/18-3/21/21, WHICH RESULTED IN NO REBATE DUE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | THE SOCIAL SERVICES DEPARTMENT CONTINUES TO EDUCATE PATIENTS AND RESIDENTS ABOUT THE POLST (PRACTITIONER ORDERS FOR LIFE-SUSTAINING TREATMENT), ADVANCE DIRECTIVE AND MEDICAL AND FINANCIAL POA. THE SOCIAL WORKERS CAN ASSIST RESIDENTS AND PATIENTS WITH PREPARING THESE DOCUMENTS. THIS ALLOWS THE INDIVIDUAL TO BE THEIR OWN MEDICAL ADVOCATE, IDENTIFIES MEDICAL TREATMENTS THAT THEY APPROVE OR DISAPPROVE OF IF THEY ARE UNABLE TO SPEAK FOR THEMSELVES, AND REDUCES THE BURDEN ON FAMILY AND CAREGIVERS. IN ADDITION, THE SOCIAL SERVICE DEPARTMENT IS AVAILABLE TO ASSIST PATIENTS WITH COMPLETING LIVING WILLS AND DESIGNATING A MEDICAL POWER OF ATTORNEY. THEY ALSO ASSIST RESIDENTS WITH THE MEDICAID APPLICATION AND ASSESSMENT, AND COMPLETE BIOPSYCHOSOCIAL ASSESSMENTS FOR MEDICARE. THE SOCIAL SERVICE DEPARTMENT CONTINUES TO ASSIST RESIDENTS AND THEIR FAMILY MEMBERS WITH STAYING CONNECTED BY WAY OF PHONE, VIDEO CHAT, OR IN-PERSON VISITS. FOR IN-PERSON VISITATION, THE DEPARTMENT ASSISTS FAMILY MEMBERS WITH OBTAINING AN ENTRANCE ACCESS CARD FOR EASE OF ENTERING THE BUILDING FOR A VISIT IN THE LONG-TERM CARE AREA. THE FACILITY PROVIDES IPADS AS A MEANS FOR RESIDENTS IN THE SKILLED NURSING AND RESIDENTIAL HEALTHCARE UNITS TO VIDEO CHAT WITH FAMILY MEMBERS AS REQUESTED. DURING THE PRIOR FISCAL YEAR, THE SOCIAL SERVICES DEPARTMENT SECURED A THREE-YEAR GRANT FROM IN2L WHICH PROVIDED THREE LARGE SCREEN DEVICES FOR THE RESIDENTS TO USE IN ORDER TO VIDEO CHAT WITH THEIR FAMILY MEMBERS, PARTICIPATE IN ACTIVITIES, AND TO USE FOR VIRTUAL TOURS OF COUNTRIES, MUSIC PROGRAMS, GAMES AND MORE. THIS GRANT PROGRAM WAS DESIGNED TO HELP THE LONG-TERM CARE POPULATION TO STAY CONNECTED WITH THEIR LOVED ONES AND THE OUTSIDE WORLD, ESPECIALLY WHEN COVID RESTRICTIONS ARE IN PLACE. THE HEALTH CARE CENTER HAS EMBRACED A WONDERFUL ENRICHMENT PROGRAM THAT INCORPORATES BRINGING THE "OUT OF DOORS" INSIDE. A DEDICATED STAFF OF ACTIVITY PROFESSIONALS ENHANCES NURSING CARE WITH A PROGRAM DESIGNED TO PROMOTE INTEREST AND ENJOYMENT. DURING THE SUMMER MONTHS, RESIDENTS ENJOYED THE BEAUTIFUL COURTYARDS - PLANTING TOMATO PLANTS AND FLOWERS IN THE GARDEN BOXES. PUPPY PARADES WERE ALSO POPULAR DURING THE NICE WEATHER - THE STAFF BROUGHT THEIR DOGS IN AND WALKED THEM AROUND THE BUILDING WHILE RESIDENTS WATCHED FROM THE PORCHES OF EACH HOUSEHOLD, AND ENJOYED A SNUGGLE AND PET AFTERWARDS. LIVE ENTERTAINMENT CONTINUED TO BE VERY POPULAR, WHICH INCLUDED A VARIETY OF PROFESSIONAL SINGERS, MUSICIANS, AND DANCERS. GROUP ACTIVITIES ARE HELD REGULARLY IN EACH HOUSEHOLD - RESIDENTS GATHERED TO PLAY GAMES, EXERCISE, AND PARTICIPATE IN PARTIES AND SPECIAL EVENTS. RESIDENTS ALSO GATHERED FOR SPECIAL LUNCHES IN THE CAFE AND AT LOCAL RESTAURANTS. THE ACTIVITIES DEPARTMENT HOSTED AN OUTDOOR "BUDDY LUNCH" WHICH WAS HELD DURING THE SUMMER MONTHS FOR EMPLOYEES AND RESIDENTS TO GATHER TOGETHER AND ENJOY EACH OTHER'S COMPANY. DURING JUNE 2023, THE MEADOWS ACTIVITIES DEPARTMENT INTRODUCED A NEW PROGRAM CALLED "RESIDENT OF THE MONTH" WHERE THEY SELECT A DIFFERENT RESIDENT EACH MONTH TO HIGHLIGHT DURING A SOCIAL HOUR FOR THE COMMUNITY. THE HONORED RESIDENT GETS TO SHARE ABOUT THEIR LIFE, FAMILY, CAREER, MARRIAGE, ETC. THE STAFF WEAR THE RESIDENT'S FAVORITE COLOR AND THE DINING ROOM IS DECORATED WITH THAT COLOR AS WELL. THEIR FAVORITE DESSERT IS ALSO SERVED. THE FACILITY CONTINUED TO CLOSELY MONITOR LOCAL POSITIVITY RATES AND THE GUIDELINES AND RECOMMENDATIONS PROVIDED BY THE CDC AND NJ DEPARTMENT OF HEALTH CONCERNING COVID-19, ENFORCING THE USE OF PPE, INFECTION CONTROL PROTOCOLS, TESTING AND A SCREENING PROCESS AS REQUIRED. CONGREGATE DINING AND ACTIVITIES WERE DISCONTINUED WHEN NECESSARY IN ORDER TO STOP THE SPREAD OF COVID-19 WHEN RESIDENTS TESTED POSITIVE. SEVERAL VACCINATION CLINICS WERE HELD AT THE FACILITY FOR RESIDENTS AND EMPLOYEES IN ORDER TO KEEP EVERYONE UP-TO-DATE ON THEIR COVID-19 BOOSTERS. A CLINIC WAS ALSO HELD FOR THE FLU VACCINE WHICH WAS OPEN TO ALL STAFF AND RESIDENTS. HEATH VILLAGE ALSO SERVES THE LOCAL COMMUNITY BY HOSTING SENIOR SEMINARS THROUGHOUT THE YEAR, ALL OF WHICH ARE FREE AND OPEN TO THE PUBLIC. DURING THIS FISCAL YEAR THE SENIOR SEMINARS INCLUDED A GARDEN TOUR, ADVANCED CARE PLANNING SEMINAR, MEDICARE OPEN ENROLLMENT SESSION, REAL ESTATE PROGRAM, AND HOME HEALTH SERVICES SEMINAR. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE HEATH ALLIANCE FOR CARE, INC. EXECUTIVE COMMITTEE SHALL CONSIST OF SEVEN (7) MEMBERS, INCLUDING THE PRESIDENT, VICE-PRESIDENT, SECRETARY, TREASURER, ASSISTANT SECRETARY, ASSISTANT TREASURER, AND IMMEDIATE PAST PRESIDENT. FIVE (5) MEMBERS SHALL CONSTITUTE A QUORUM FOR THE TRANSACTION OF ALL BUSINESS. THE EXECUTIVE COMMITTEE SHALL MEET, AS NECESSARY, TO TRANSACT EMERGENCY BUSINESS BETWEEN BOARD MEETINGS. THE EXECUTIVE COMMITTEE MEETS AT THE CALL OF THE PRESIDENT OR UPON WRITTEN REQUEST OF ANY OTHER TWO MEMBERS THEREOF. THE EXECUTIVE COMMITTEE SHALL HAVE ALL POWERS AND DUTIES OF THE BOARD EXCEPT IT SHALL NOT HAVE THE POWER TO REMOVE OR ELECT A TRUSTEE OR THE CEO OR TO APPROVE OR DISAPPROVE THE OPERATING OR CAPITAL EXPENSE BUDGETS. HOWEVER, IN TIMES DEEMED BY THEM TO BE OF EMERGENCY, THE EXECUTIVE COMMITTEE MAY APPROVE EXPENDITURES NOT IN THE BUDGETS BUT NOT TO EXCEED SUCH AMOUNTS AS CURRENTLY ESTABLISHED BY THE BOARD. THE SECRETARY OF THE BOARD SHALL KEEP MINUTES OF ALL MEETINGS OF THE EXECUTIVE COMMITTEE AND SEND COPIES OF SAID MINUTES TO ALL BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 2 | MARY ALICE HORN, TRUSTEE ON THE HEATH VILLAGE AND HEATH ALLIANCE FOR CARE BOARDS, IS MARRIED TO NORRIS HORN, TRUSTEE ON THE HEATH ALLIANCE FOR CARE BOARD OF TRUSTEES. HEATH ALLIANCE FOR CARE IS THE NON-PROFIT PARENT CORP OF HEATH VILLAGE. THIS WAS IDENTIFIED ON THE CONFLICT OF INTEREST FORM COMPLETED BY MARY ALICE HORN ON 6/20/23. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF HEATH VILLAGE IS HEATH ALLIANCE FOR CARE, INC., A RELATED NOT-FOR-PROFIT ORGANIZATION THAT IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE SOLE MEMBER OF HEATH VILLAGE IS HEATH ALLIANCE FOR CARE, INC. AS THE SOLE MEMBER OF HEATH VILLAGE, HEATH ALLIANCE FOR CARE, INC. HAS ALL THE RIGHTS OF VOTING MEMBERS. IN ADDITION, HEATH ALLIANCE HAS THE FOLLOWING MANAGEMENT POWERS: ELECTION OF THE CORPORATION'S TRUSTEES, APPROVAL OF REMOVAL OF THE CORPORATION'S TRUSTEES AND/OR OFFICERS BY THE CORPORATION'S BOARD OF TRUSTEES, AND REMOVAL OF THE CORPORATION'S TRUSTEES AND/OR OFFICERS WITH OR WITHOUT CAUSE. ALL OF THE TRUSTEES OF HEATH VILLAGE SHALL BE APPOINTED BY THE BOARD OF TRUSTEES OF HEATH ALLIANCE (THE NON-PROFIT PARENT CORPORATION). THE HEATH VILLAGE RESIDENT COUNCIL MAY NOMINATE ONE RESIDENT VOTING MEMBER TO THE BOARD OF TRUSTEES FOR A THREE YEAR TERM. A MAJORITY VOTE OF THE CURRENT TRUSTEES OF THE HEATH ALLIANCE SHALL BE REQUIRED FOR THE APPOINTMENT OF SAID RESIDENT MEMBER. THE PRESIDENT OF THE BOARD OF TRUSTEES OF HEATH ALLIANCE SHALL APPOINT BOTH THE CHAIRPERSON ("CHAIR") AND THE VICE-CHAIRPERSON ("VICE CHAIR") OF THE BOARD OF TRUSTEES OF HEATH VILLAGE FOR A ONE YEAR RENEWABLE TERM FROM AMONG THE TRUSTEES OF HEATH VILLAGE. BOTH POSITIONS SHALL BE INCLUDED IN ALL COUNTS OF TRUSTEES. VACANCIES IN THE BOARD OCCURRING BETWEEN TERMS SHALL BE FILLED FOR THE UNEXPIRED PORTION OF THE TERM BY A MAJORITY VOTE OF THE TRUSTEES OF THE HEATH ALLIANCE FOR CARE BOARD. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF TRUSTEES OF HEATH ALLIANCE FOR CARE HAS AUTHORITY OVER THE HEATH VILLAGE BOARD OF TRUSTEES ON VARIOUS DUTIES AS IDENTIFIED IN THE HEATH VILLAGE BYLAWS AND ARTICLES OF INCORPORATION. HEATH ALLIANCE FOR CARE IS THE NON-PROFIT PARENT CORPORATION AND SOLE MEMBER OF HEATH VILLAGE. ALL MEMBERS OF THE BOARD OF TRUSTEES SHALL BE APPOINTED BY THE BOARD OF TRUSTEES OF HEATH ALLIANCE FOR CARE. THE PRESIDENT OF THE BOARD OF HEATH ALLIANCE SHALL APPOINT THE CHAIRPERSON AND VICE-CHAIRPERSON OF THE BOARD OF TRUSTEES OF HEATH VILLAGE. HEATH ALLIANCE SHALL EMPLOY AN EXECUTIVE DIRECTOR OF HEATH VILLAGE. THE EXECUTIVE DIRECTOR SHALL REPORT TO THE CHIEF EXECUTIVE OFFICER OF HEATH ALLIANCE. THE CHIEF EXECUTIVE OFFICER OF HEATH ALLIANCE SHALL BE A TRUSTEE OF HEATH VILLAGE. THE EXECUTIVE DIRECTOR SHALL HAVE FULL POWER AND AUTHORITY TO ADMINISTER THE DAILY OPERATIONS AND BUSINESS OF HEATH VILLAGE IN PERIODS BETWEEN THE REGULAR MEETINGS OF THE BOARD OF TRUSTEES. THE EXECUTIVE DIRECTOR SHALL APPOINT AND REMOVE, EMPLOY AND DISCHARGE AND RECOMMEND THE COMPENSATION OF THE EMPLOYEES OF HEATH VILLAGE, OTHER THAN THE EXECUTIVE DIRECTOR'S OWN. THE HEATH VILLAGE BOARD MAY, BEFORE THE BEGINNING OF EACH FISCAL YEAR RECOMMEND A CAPITAL BUDGET TO THE FINANCE AND CORPORATE DEVELOPMENT COMMITTEE OF HEATH ALLIANCE. SUCH BUDGET, WHEN ADOPTED BY THE BOARD OF TRUSTEES OF HEATH ALLIANCE UNTIL AND AS AMENDED, SHALL LIMIT HEATH VILLAGE'S POWERS OTHERWISE EXISTING TO DISBURSE FUNDS AND TO CONTRACT TO DISBURSE FUNDS. THE BOARD SHALL REVIEW, ON AN ANNUAL BASIS, ALL CONSULTING CONTRACTS OR AGREEMENTS PERTAINING TO THE AFFAIRS OF HEATH VILLAGE AND PRESENT ITS FINDINGS TO THE APPROPRIATE COMMITTEE OF HEATH ALLIANCE WITH RECOMMENDATIONS TO RENEW OR NOT TO RENEW EXISTING CONTRACTS OR AGREEMENTS. ANY NEW CONTRACT OR AGREEMENT ENTERED INTO BY HEATH VILLAGE SHALL BE PRESENTED TO THE PROPER COMMITTEE OF HEATH ALLIANCE FOR RECOMMENDATION FOR APPROVAL OR DISAPPROVAL. HOWEVER, SHOULD HEATH VILLAGE BOARD OF TRUSTEES CONSIDER THE LEGAL ASPECTS OF SUCH A NATURE IN A GIVEN SITUATION THAT INVOLVES MORE THAN ROUTINE MATTERS, THE MATTER SHALL BE REFERRED TO THE BOARD OF TRUSTEES OF HEATH ALLIANCE FOR FURTHER LEGAL ACTION TO BE TAKEN IN CONJUNCTION WITH LEGAL COUNSEL. THE RECOMMENDATION OF HEATH ALLIANCE SHALL BE PRESENTED TO THE BOARD OF TRUSTEES OF HEATH VILLAGE FOR DISCUSSION AND APPROVAL. IF, FOR ANY REASON, THE HEATH VILLAGE BOARD OF TRUSTEES DOES NOT ACT, ITS DUTIES MAY BE PERFORMED BY THE HEATH ALLIANCE BOARD OR BY AN APPROPRIATE COMMITTEE OF HEATH ALLIANCE, AS DETERMINED BY THE HEATH ALLIANCE BOARD. HEATH ALLIANCE HAS AUTHORITY TO APPROVE THE FOLLOWING WITH RESPECT TO RESIDENT SERVICES: POLICY DEVELOPMENT FOR PROGRAMS AND SERVICES, GUIDELINES FOR RECOGNIZING CONTRIBUTIONS OF HEATH VILLAGE, AND ANY MAJOR CHANGES AND/OR NEW POLICY RECOMMENDATIONS INCLUDING RECOMMENDATIONS OF BYLAW CHANGES. ALL AMENDMENTS TO THE HEATH VILLAGE BYLAWS AND/OR CERTIFICATE OF INCORPORATION ARE SUBJECT TO APPROVAL BY THE BOARD OF TRUSTEES OF HEATH ALLIANCE. HEATH ALLIANCE HAS THE AUTHORITY TO APPROVE THE FOLLOWING WITH RESPECT TO FACILITIES: CHANGES, ADDITIONS, ALTERNATIONS AND EXPENDITURES THAT SHOULD BE MADE TO MAINTAIN THE HEATH VILLAGE PROPERTY IN GOOD CONDITION, EXPANSION OF THE FACILITIES, AND THE FINAL FORMULATION OF MASTER PLAN FOR HEATH VILLAGE. AS SOLE MEMBER OF HEATH VILLAGE, HEATH ALLIANCE HAS ALL THE RIGHTS OF VOTING MEMBERS, AS PROVIDED IN THE NEW JERSEY NONPROFIT CORPORATION ACT. IN ADDITION, PURSUANT TO N.J.S.A. 15A:5-19(B) AND NOTWITHSTANDING ANY STATEMENT TO THE CONTRARY CONTAINED IN THE BYLAWS, THE FOLLOWING MANAGEMENT POWERS OF THE BOARD OF TRUSTEES SHALL BE EXERCISED BY HEATH ALLIANCE FOR CARE AS THE SOLE MEMBER OF THE CORPORATION, EXCEPT TO THE EXTENT SUCH MANAGEMENT POWERS ARE FROM TIME TO TIME DELEGATED BY THE MEMBER TO THE BOARD OF TRUSTEES OF HEATH VILLAGE: A. ADOPTION AND AMENDMENT OF THE CORPORATION'S CERTIFICATE OF INCORPORATION AND/OR BYLAWS; B. ELECTION OF THE CORPORATION'S TRUSTEES; APPROVAL OF REMOVAL OF THE CORPORATION'S TRUSTEES AND/OR OFFICERS BY THE CORPORATION'S BOARD OF TRUSTEES; AND REMOVAL OF THE CORPORATION'S TRUSTEES AND/OR OFFICER WITH OR WITHOUT CAUSE; C. APPROVAL AND MONITORING OF THE CORPORATION'S ANNUAL OPERATING AND CAPITAL BUDGETS; D. APPROVAL OF ANY EXPENDITURE OR INCURRENCE OF INDEBTEDNESS (NOT INCLUDED IN THE CORPORATION'S ANNUAL OPERATING OR CAPITAL BUDGETS) IN EXCESS OF $250,000 (INDIVIDUALLY OR IN THE AGGREGATE); AND E. APPROVAL OF THE CORPORATION'S LONG-RANGE PLANS. HEATH ALLIANCE SHALL DETERMINE THE DATE OF THE ANNUAL MEETING OF HEATH VILLAGE'S BOARD OF TRUSTEES. HEATH ALLIANCE FOR CARE, AS SOLE MEMBER, MUST ALSO APPROVE DISTRIBUTION OF ANY REMAINING ASSETS OF THE CORPORATION IN THE EVENT OF A LIQUIDATION, DISSOLUTION, TERMINATION OR WINDING UP OF HEATH VILLAGE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE SENIOR ACCOUNTANT, CFO, AND CEO REVIEW THE FORM PRIOR TO FILING. THE HEATH ALLIANCE FOR CARE FINANCE AND CORPORATE DEVELOPMENT COMMITTEE REVIEWS THE FORM AND APPROVES IT VIA EMAIL. THEN THE FINAL FORM IS DISTRIBUTED TO ALL MEMBERS OF THE HEATH VILLAGE BOARD PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND OFFICERS ARE REQUIRED TO COMPLETE THE DISCLOSURE OF POSSIBLE CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. THE NOMINATING AND CORPORATE GOVERNANCE COMMITTEE IS RESPONSIBLE FOR DISTRIBUTING, COLLECTING AND REVIEWING ALL DISCLOSURE STATEMENTS ON AN ANNUAL BASIS. BOARD MEMBERS ARE REQUIRED TO REFRAIN FROM DISCUSSING, AS WELL AS VOTING ON, SUCH MATTERS IN WHICH A CONFLICT OF INTEREST EXISTS. IN SOME INSTANCES, THE INDIVIDUAL HAS BEEN RESPECTFULLY ASKED TO RESIGN FROM THEIR POSITION ON THE BOARD AS A RESULT OF A DISCLOSED CONFLICT. IN INSTANCES WHERE A CONFLICT OR POTENTIAL CONFLICT OF INTEREST EXISTS, THE BOARD OF TRUSTEES MUST DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED TRUSTEES PRESENT, THAT THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST AND FOR ITS OWN BENEFIT, IS FAIR AND REASONABLE TO THE ORGANIZATION, AND THAT THE ORGANIZATION CANNOT OBTAIN A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT WITH REASONABLE EFFORTS. THE CEO ALSO REVIEWS THE COMPLETED FORMS AND RETAINS A FILE OF COMPLETED FORMS AFTER THE PROCESS OF COLLECTING AND REVIEWING THEM IS COMPLETED EACH YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO'S COMPENSATION IS DETERMINED AS FOLLOWS PER AN EXECUTED EMPLOYMENT AGREEMENT: EMPLOYEE'S BASE SALARY IN EACH SUBSEQUENT YEAR OF THE PERIOD OF EMPLOYMENT SHALL BE REASONABLY ADJUSTED AND THE REASONABILITY OF SUCH ADJUSTMENT SHALL BE MADE BASED UPON THE HEATH ALLIANCE FOR CARE BOARD'S EVALUATION OF THE EMPLOYEE'S PERFORMANCE TOGETHER WITH REFERENCE COMPENSATION DATA OBTAINED VIA GUIDESTAR FOR LIKE ORGANIZATIONS IN THE NORTHERN NEW JERSEY AREA, AND SUCH OTHER RELEVANT SALARY SURVEYS THAT MAY BE AVAILABLE FROM TIME TO TIME FROM OTHER INDEPENDENT INDUSTRY AND PROFESSIONAL ORGANIZATIONS. UPON CONSIDERATION OF RELEVANT SALARY DATA OF EMPLOYEES PERFORMING SERVICES COMMENSURATE WITH THOSE PERFORMED BY THE EMPLOYEE AND THE PERCENTAGE INCREASE GIVEN TO VILLAGE MANAGEMENT, THE NOMINATING AND CORPORATE GOVERNANCE COMMITTEE, OR ANY SUCCESSOR COMMITTEE OF THE HEATH ALLIANCE BOARD, IN ITS SOLE DISCRETION, SUBJECT TO APPROVAL BY THE ALLIANCE BOARD, MAY ADJUST SUCH BASE SALARY INCREASES. IN ADDITION, HER INCENTIVE BONUS IS ALSO COMPARED IN THE SAME MANNER. THE DIRECTOR OF HUMAN RESOURCES PROVIDES THE BOARD WITH INFORMATION FOR SIMILAR FACILITIES FROM GUIDESTAR. THIS WAS LAST PROVIDED TO THE BOARD ON 6/12/23 FOR THE CEO'S LAST ANNUAL REVIEW COMPLETED AT A BOARD MEETING ON 7/11/23. NO OTHER EMPLOYEE'S COMPENSATION IS DETERMINED IN THIS MANNER. THE COMPENSATION FOR THE CFO IS DETERMINED BY THE CEO UPON HIRE BASED ON THE SALARIES FOR THAT POSITION IN THE AREA AND EXPERIENCE IN THE FIELD. RAISES ARE AWARDED AT THE CEO'S DISCRETION UPON COMPLETION OF THE ANNUAL PERFORMANCE REVIEW. |
| 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. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENTS 1,878,081. FORGIVENESS OF AMOUNTS DUE FROM AFFILIATE -204,866. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HEATH ALLIANCE FOR CARE INC | |||||||||||
| 422 SCHOOLEYS MOUNTAIN ROAD | HACKETTSTOWN | NJ | 07840 | 223395211 | SUPPORTING ORGANIZATION | NJ | 501(C)(3) | LINE 12B, II | N/A | 0 | |
| THE HOUSE OF THE HOLY COMFORTER | |||||||||||
| 33 MT PLEASANT AVE | WEST ORANGE | NJ | 07052 | 221487578 | RESIDENTIAL/ASSISTED LIVING HEALTH CARE FACILITY | NJ | 501(C)(3) | LINE 10 | 0 | HEATH ALLIANCE FOR CARE INC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |