ST ANNE HOME: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ST ANNE HOME (EIN 25-1146769)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-04
- IRS object ID
- 202311249349300646
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-04T10:33:14-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 381 CHESTNUT STREET | AddressLine1Txt |
| City | MEADVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16335 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251146769 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ST ANNE HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAN | BusinessNameControlTxt |
| Phone | 7248376070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 ANGELA DRIVE | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY S LONG | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 7248376070 | PhoneNum |
| Signature | 2023-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEFFREY | PersonFirstNm |
| Person Last | LONG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KELLY A BROCIOUS CPA | PreparerPersonNm |
| PTIN | P01254262 | PTIN |
| Phone | 8143362133 | PhoneNum |
| Preparation | 2023-04-24 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY S LONG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 ANGELA DRIVE | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $19,540,698 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.STANNEHOME.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1964 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE A CONTINUUM OF CARE & SUPPORTIVE SERVICES TO RESIDENTS, THEIR FAMILIES, & THEIR CAREGIVERS | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 352 | TotalEmployeeCnt |
| Total Volunteers | 14 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,343,452 | PYContributionsGrantsAmt |
| CY Contributions Grants | $669,945 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,734,497 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,248,393 | CYProgramServiceRevenueAmt |
| PY Investment Income | $668,915 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,290,085 | CYInvestmentIncomeAmt |
| PY Other Revenue | $337,044 | PYOtherRevenueAmt |
| CY Other Revenue | $270,960 | CYOtherRevenueAmt |
| PY Total Revenue | $21,083,908 | PYTotalRevenueAmt |
| CY Total Revenue | $19,479,383 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,729,798 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,693,948 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $32,031 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,344,322 | PYOtherExpensesAmt |
| CY Other Expenses | $8,521,969 | CYOtherExpensesAmt |
| PY Total Expenses | $20,074,120 | PYTotalExpensesAmt |
| CY Total Expenses | $20,215,917 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,009,788 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$736,534 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,576,129 | TotalAssetsBOYAmt |
| Total Assets EOY | $48,431,477 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,414,358 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $16,285,049 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,161,771 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $32,146,428 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ST. ANNE HOME IS A MINISTRY OF THE FELICIAN SISTERS OF NORTH AMERICA DEDICATED TO THE CONTINUED HEALING MISSION OF JESUS CHRIST BY PROVIDING A CONTINUUM OF CARE AND SUPPORTIVE SERVICES TO ADULTS, THEIR FAMILIES, AND THEIR CAREGIVERS. ST. ANNE HOME OFFERS INTERMEDIATE AND SKILLED NURSING CARE. VILLA ANGELA AT ST. ANNE HOME OFFERS PERSONAL CARE SERVICES IN A CARING, RESIDENTIAL SETTING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,470,992 | ExpenseAmt |
| Revenue | $17,446,491 | RevenueAmt |
| Desc | ST. ANNE HOME, A 501(C)(3) CONTINUING CARE RETIREMENT COMMUNITY AND CHARITABLE ORGANIZATION FOUNDED IN 1964, IS A MINISTRY OF THE FELICIAN SISTERS OF NORTH AMERICA DEDICATED TO THE CONTINUED HEALING MISSION OF JESUS CHRIST BY PROVIDING A CONTINUUM OF CARE AND SUPPORTIVE SERVICES TO ADULTS, THEIR FAMILIES, AND THEIR CAREGIVERS. AS ONE OF THE LONGEST ESTABLISHED AND MOST WELL RESPECTED NOT-FOR-PROFIT NURSING HOME PROVIDERS IN WESTMORELAND COUNTY, ST. ANNE HOME OFFERS SUPERIOR NURSING CARE AND REHABILITATIVE SERVICES, WHILE VILLA ANGELA AT ST. ANNE HOME OFFERS SUPERIOR PERSONAL CARE SERVICES IN A CARING, RESIDENTIAL SETTING. | Desc |
| Total Program Service Expenses | $18,470,992 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 352 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFFREY S LONG | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7248376070 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 ANGELA DRIVE | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15601 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JEFFREY S LONG | ||||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $244,288 | $0 | $84,198 | ||
| JOHN KLINE | ||||||||
| CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARIE ZANOTTI | ||||||||
| VICE-CHAIRPERSON | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MSGR MICHAEL J BEGOLLY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DR HELEN BURNS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV DR STEPHEN R HONEYGOSKY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| IVA MUNK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID J WARD | ||||||||
| DIRECTOR, SOLE MEMBER MINISTRY | 1.00 | Yes (X) | $0 | $265,473 | $44,428 | 40.00 | ||
| REV DANIEL L BLOUT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID RAIMONDO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KARL EISAMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SR MARY JESSICA TEREK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE BUTLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SANDRA BRAMMELL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK BUSHNELL | ||||||||
| SECRETARY/TREASURER | 40.00 | Yes (X) | $98,483 | $0 | $22,862 | |||
| ANN DONOVAN | ||||||||
| DIRECTOR OF NURSING | 40.00 | $103,611 | $0 | $30,657 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $446,382 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $265,473 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $182,145 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | 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 |
|---|---|---|---|---|---|
| DEDICATED NURSING ASSOCIATES INC | |||||
| 6536 WILLIAM PENN HWY SUITE 201 | DELMONT | PA | 15626 | NURSING AGENCY | $1,699,135 |
| SODEXO | |||||
| 9801 WASHINGTON BOULEVARD | GAITHERSBURG | MD | 20878 | RESIDENT MEAL SERVICES | $1,046,063 |
| REHABCARE | |||||
| 680 SOUTH FOURTH STREET | LOUISVILLE | KY | 40202 | PHYSICAL, OCCUPATIONAL, SPEECH | $527,146 |
| MCKESSON MEDICAL-SURGICAL | |||||
| 8741 LANDMARK ROAD | RICHMOND | VA | 23228 | PHARMACY | $361,359 |
| PHARMERICA | |||||
| 211 NORTH LOOP | SAN ANTONIO | TX | 78232 | PHARMACY | $342,551 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $9,415 | FundraisingAmt |
| Government Grants | $393,536 | GovernmentGrantsAmt |
| All Other Contributions | $266,994 | AllOtherContributionsAmt |
| Total Contributions | $669,945 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET RESIDENT SERVICE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $17,248,393 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,248,393 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,248,393 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,097,869 | TotalRevenueColumnAmt |
| Exclusion | $1,097,869 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $192,216 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $192,216 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $192,216 | TotalRevenueColumnAmt |
| Exclusion | $192,216 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $61,921 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $9,415 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $24,005 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,916 | TotalRevenueColumnAmt |
| Exclusion | $37,916 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $72,256 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $37,310 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $34,946 | TotalRevenueColumnAmt |
| Exclusion | $34,946 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER OPERATING INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $198,098 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $198,098 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $198,098 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,479,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,446,491 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,362,947 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $449,831 | TotalAmt |
| Management And General | $449,831 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,190,234 | TotalAmt |
| Program Services | $7,689,502 | ProgramServicesAmt |
| Management And General | $473,661 | ManagementAndGeneralAmt |
| Fundraising | $27,071 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $990,739 | TotalAmt |
| Program Services | $933,109 | ProgramServicesAmt |
| Management And General | $55,904 | ManagementAndGeneralAmt |
| Fundraising | $1,726 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,419,546 | TotalAmt |
| Program Services | $1,323,802 | ProgramServicesAmt |
| Management And General | $95,535 | ManagementAndGeneralAmt |
| Fundraising | $209 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $643,598 | TotalAmt |
| Program Services | $581,891 | ProgramServicesAmt |
| Management And General | $59,919 | ManagementAndGeneralAmt |
| Fundraising | $1,788 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,899 | TotalAmt |
| Program Services | $32,899 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,437,654 | TotalAmt |
| Program Services | $2,262,753 | ProgramServicesAmt |
| Management And General | $174,901 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,132 | TotalAmt |
| Program Services | $6,724 | ProgramServicesAmt |
| Management And General | $37,408 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,866 | TotalAmt |
| Program Services | $54,452 | ProgramServicesAmt |
| Management And General | $94,414 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $524,325 | TotalAmt |
| Program Services | $494,327 | ProgramServicesAmt |
| Management And General | $29,998 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,489 | TotalAmt |
| Program Services | $8,942 | ProgramServicesAmt |
| Management And General | $547 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,595 | TotalAmt |
| Program Services | $374,595 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,205,981 | TotalAmt |
| Program Services | $1,205,981 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,351 | TotalAmt |
| Program Services | $376,351 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| PURCHASED MEDICAL SERVI | $1,126,919 | $1,126,919 | |
| FOOD | $733,869 | $720,536 | $13,333 |
| PHARMACY | $350,232 | $350,232 | |
| REPAIRS AND MAINTENANCE | $334,069 | $171,953 | $162,116 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $822,588 | TotalAmt |
| Program Services | $756,024 | ProgramServicesAmt |
| Management And General | $65,327 | ManagementAndGeneralAmt |
| Fundraising | $1,237 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,215,917 | TotalAmt |
| Program Services | $18,470,992 | ProgramServicesAmt |
| Management And General | $1,712,894 | ManagementAndGeneralAmt |
| Fundraising | $32,031 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,953 | BOYAmt |
| EOY | $207,452 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,981,792 | BOYAmt |
| EOY | $2,033,910 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,847 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,537,985 | BOYAmt |
| EOY | $1,747,809 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,902 | BOYAmt |
| EOY | $378,423 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $39,337,437 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,488,848 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,014,676 | BOYAmt |
| EOY | $23,848,589 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,925,613 | BOYAmt |
| EOY | $20,215,294 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $730,361 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,576,129 | BOYAmt |
| EOY | $48,431,477 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,139,119 | BOYAmt |
| EOY | $2,385,343 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,659 | BOYAmt |
| EOY | $154,133 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,735,892 | BOYAmt |
| EOY | $13,271,918 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,998 | BOYAmt |
| EOY | $42,936 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $393,690 | BOYAmt |
| EOY | $430,719 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,414,358 | BOYAmt |
| EOY | $16,285,049 | 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 | $38,140,951 | BOYAmt |
| EOY | $32,140,434 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,820 | BOYAmt |
| EOY | $5,994 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,161,771 | BOYAmt |
| EOY | $32,146,428 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,576,129 | BOYAmt |
| EOY | $48,431,477 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$736,534 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$5,213,490 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$65,319 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| FELICIAN SERVICES INC | ||||
| 363685438 | 1 | Yes (1) | $0 | $0 |
| CATHOLIC DIOCESE OF GREENSBURG | ||||
| 250998169 | 1 | 0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
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 | $1,718 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,718 | 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 | ST. ANNE HOME PAYS DUES TO LEADING AGE PA. A PORTION OF THE DUES ARE USED FOR LOBBYING PURPOSES. LEADING AGE PA USED 18% OF DUES FOR LOBBYING PURPOSES. | 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 | $595,598 | OtherCostOrOtherBasisAmt |
| Book Value | $595,598 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,238,309 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,985,391 | DepreciationAmt |
| Book Value | $20,252,918 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,841,958 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,870,257 | DepreciationAmt |
| Book Value | $971,701 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,579,116 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,633,200 | DepreciationAmt |
| Book Value | $1,945,916 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,456 | OtherCostOrOtherBasisAmt |
| Book Value | $82,456 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $23,848,589 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED WORKERS' COMPENSATION | $427,681 |
| OTHER LIABILITIES | $3,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $430,719 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,720,614 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$5,213,490 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $640,494 | OtherRevenueAmt |
| Revenue Not Reported | -$4,572,996 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,293,610 | RevenueSubtotalAmt |
| Other Revenues Not Included | $185,773 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $185,773 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,479,383 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,143,302 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $61,315 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $61,315 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,081,987 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $133,930 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $133,930 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,215,917 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | RESIDENTS IN ST. ANNE HOME'S NURSING FACILITY ARE OFFERED ACCESS AND USE OF BANKING SERVICES VIA THE RESIDENT TRUST FUND. THE PURPOSE OF THE FUND IS TO ACCURATELY, TIMELY, AND PROPERLY PROCESS BANKING AND ACCOUNTING TRANSACTIONS ASSOCIATED WITH THE RESIDENT TRUST FUND AND TO ESTABLISH AND MAINTAIN A SYSTEM THAT ASSURES A FULL AND COMPLETE AND SEPARATE ACCOUNTING OF EACH RESIDENT'S PERSONAL FUNDS ENTRUSTED TO THE FACILITY ON THE RESIDENT'S BEHALF. |
| PART X, LINE 2: | THE HOME IS A NOT-FOR-PROFIT ORGANIZATION, AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE (CODE) AND IS RECOGNIZED AS TAX-EXEMPT UNDER SECTION 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITES STATES OF AMERICA REQUIRE THE HOME TO EVALUATE TAX POSITIONS TAKEN BY THE HOME AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE HOME HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE (IRS). THE HOME HAS CONCLUDED THAT AS OF JUNE 30, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2019, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 24,005. GAMING DIRECT EXPENSES 37,310. NET ASSETS RELEASED FROM RESTRICTION 20,657. PENSION BENEFIT 558,522. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | TEMPORARILY RESTRICTED CONTRIBUTION INCOME 51,843. DEVELOPMENT EXPENSES 133,930. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EVENT EXPENSES 24,005. GAMING DIRECT EXPENSES 37,310. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DEVELOPMENT EXPENSES 133,930. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HARVEST OF BLESSINGS | Event1Nm |
| Gross Receipts Event1 | $56,962 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $3,700 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $53,262 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $11,289 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,800 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $1,600 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $300 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,478 | OtherDirectExpensesEvent1Amt |
| Event2 | PROGRESSIVE DINNER | Event2Nm |
| Gross Receipts Event2 | $13,103 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $8,103 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $339 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $442 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $1,271 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $715 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $556 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $757 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $71,336 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $9,415 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $61,921 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $11,289 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,800 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $1,939 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $300 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,677 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $24,005 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $37,916 | NetIncomeSummaryAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $72,256 | GrossRevenueOtherGamingAmt |
| Cash Prizes Other Gaming | $37,310 | CashPrizesOtherGamingAmt |
| Volunteer Labor Other Gaming | 0 | VolunteerLaborOtherGamingInd |
| Gross Revenue Total Gaming | $72,256 | GrossRevenueTotalGamingAmt |
| Cash Prizes Total Gaming | $37,310 | CashPrizesTotalGamingAmt |
| Direct Expense Summary Gaming | $37,310 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $34,946 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | PA | StatesWhereGamingConductedCd |
| Licensed | Yes (1) | LicensedInd |
| License Suspended Etc | 0 | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | Yes (1) | GamingWithNonmembersInd |
| Member Of Other Entity | 0 | MemberOfOtherEntityInd |
| Gaming Own Facility | 0.60000 | GamingOwnFacilityPct |
| Gaming Other Facility | 0.40000 | GamingOtherFacilityPct |
| Individual With Books | JEFFREY S LONG | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 ANGELA DRIVE | AddressLine1Txt |
| City | GREENSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | 0 | CntrctWith3rdPrtyForGameRevInd |
| Charitable Distribution Rqr | 0 | CharitableDistributionRqrInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY S LONG | ||||||||||||||
| PRESIDENT & CEO | $244,288 | $0 | $0 | $0 | $0 | $0 | $59,977 | $0 | $24,221 | $0 | $328,486 | $0 | $0 | $0 |
| DAVID J WARD | ||||||||||||||
| DIRECTOR, SOLE MEMBER MINISTRY | $0 | $265,473 | $0 | $0 | $0 | $0 | $0 | $17,395 | $0 | $27,033 | $0 | $309,901 | $0 | $0 |
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 | LATROBE INDUSTRIAL DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 251763670 | BondIssuerEIN |
| Bond Issued | 2015-09-25 | BondIssuedDt |
| Issue Price | $16,171,000 | IssuePriceAmt |
| Purpose | ADDITION OF 30 ROOMS AND FACILITY RENOVATIONS | 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 | $2,806,188 | RetiredAmt |
| Total Proceeds | $12,258,128 | TotalProceedsAmt |
| Capitalized Interest | $321,214 | CapitalizedInterestAmt |
| Issuance Costs From Proceeds | $113,690 | IssuanceCostsFromProceedsAmt |
| Working Capital Expenditures | $11,178,607 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $113,690 | CapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | 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 | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | 0 | 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 | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| 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 | 0 | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAIMONDO CONSTRUCTION CO INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | DAVID RAIMONDO, BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $101,102 | TransactionAmt |
| Transaction | CONSTRUCTION SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE CORPORATION IS FELICIAN SERVICES, INC., AN ILLINOIS NOT-FOR-PROFIT CORPORATION. THE SOLE MEMBER HAS RESERVED POWERS. |
| FORM 990, PART VI, SECTION A, LINE 7A | FELICIAN SERVICES INC., THE SOLE MEMBER, MAY APPOINT, ELECT, OR REMOVE, WITH OR WITHOUT CAUSE, OR DETERMINE THE NUMBER OF DIRECTORS OF THE CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE SOLE MEMBER SHALL HAVE THE SOLE AUTHORITY TO INITIATE AND APPROVE THE FOLLOWING ACTIONS: (A) TO ADOPT, ALTER, AMEND, OR REPEAL THE ARTICLES OF INCORPORATION OR THE BYLAWS OF THE CORPORATION; (B) TO ADOPT OR REVISE THE STATEMENTS OF PHILOSOPHY, MISSION, OR PURPOSE OF THE CORPORATION; (C) TO MERGE, CONSOLIDATE, DISSOLVE, OR OTHERWISE CHANGE THE CORPORATE STRUCTURE OF THE CORPORATION; (D) TO AUTHORIZE THE SALE, LEASE, EXCHANGE, OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION; (E) TO AUTHORIZE THE CORPORATION TO INCUR ANY INDEBTEDNESS (OTHER THAN TRADE OBLIGATIONS INCURRED IN THE REGULAR COURSE OF BUSINESS), GUARANTEE ANY INDEBTEDNESS OF ANOTHER ENTITY, OR ALLOW ANY PROPERTY OF THE CORPORATION TO SECURE ANY INDEBTEDNESS; (F) TO APPROVE THE PURCHASE, TRANSFER, SALE, LONG-TERM LEASE, OR ENCUMBRANCE OF ANY REAL PROPERTY OWNED BY THE CORPORATION; (G) TO APPROVE THE CREATION OF, OR THE PURCHASE OF AN EQUITY INTEREST IN, ANY LEGAL ENTITY, OR TO APPROVE ENTERING INTO ANY PARTNERSHIP OR JOINT VENTURE (REGARDLESS OF ITS LEGAL FORM), OTHER THAN PASSIVE INVESTMENTS BY THE CORPORATION; (H) TO APPROVE AN ANNUAL OPERATING BUDGET, AND ANY CAPITAL BUDGET, OF THE CORPORATION; (I) TO APPROVE ANY UNBUDGETED OPERATING OR CAPITAL EXPENDITURES IN EXCESS OF $100,000; (J) TO APPOINT, ELECT, REMOVE, WITH OR WITHOUT CAUSE, OR DETERMINE THE NUMBER OF DIRECTORS OF THE CORPORATION; (K) TO APPOINT AND REMOVE, WITH OR WITHOUT CAUSE, THE CHAIRPERSON OF THE BOARD; (L) TO APPOINT, ELECT, OR REMOVE, WITH OR WITHOUT CAUSE, THE OFFICERS OF THE CORPORATION; (M) TO APPROVE THE SELECTION OF THE INDEPENDENT AUDITORS OF THE CORPORATION; (N) TO ASSURE THAT ALL ACTIONS OF THE CORPORATION ARE CONSISTENT WITH THE PURPOSES OF THE CONGREGATION OF THE SISTERS OF ST. FELIX OF CANTALICE; (O) TO CARRY OUT PERIODIC EVALUATIONS OF THE CORPORATION AND TO OTHERWISE MONITOR THE ACCOMPLISHMENT OF THE GOALS AND THE ADHERENCE TO THE PHILOSOPHY OF THE CORPORATION; (P) TO APPROVE THE LONG-TERM AND STRATEGIC PLANS OF THE CORPORATION; AND (Q) TO APPROVE ANY ACTS OF EXTRAORDINARY ADMINISTRATION UNDER THE CANON LAW OF THE ROMAN CATHOLIC CHURCH. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE PRESIDENT AND CEO AND THE DIRECTOR OF ACCOUNTING SERVICES PERFORMED A DETAILED REVIEW OF THE FORM 990. EACH MEMBER OF THE BOARD OF DIRECTORS WAS PRESENTED WITH AN ELECTRONIC COPY OR PAPER COPY OF THE FORM 990 BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, HAS READ AND UNDERSTANDS THE POLICY, HAS AGREED TO COMPLY WITH THE POLICY, HAS COMPLETED THE ST. ANNE HOME CONFLICT INTEREST STATEMENT, AND UNDERSTANDS THAT ST. ANNE HOME IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, PERIODIC REVIEWS SHALL BE CONDUCTED. THE PERIODIC REVIEWS SHALL, AT A MINIMUM, INCLUDE A REVIEW OF A SUMMARY OF ALL THE COMPLETED ANNUAL CONFLICT OF INTEREST STATEMENTS MADE BY ALL BOARD MEMBERS. IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTEREST PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING, BUT AFTER THE PRESENTATION, HE/SHE SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST. THE CHAIRPERSON OF THE GOVERNING BOARD OR COMMITTEE SHALL, IF APPROPRIATE, APPOINT A DISINTERESTED PERSON OR COMMITTEE TO INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. IF A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS NOT REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST, THE GOVERNING BOARD OR COMMITTEE SHALL DETERMINE BY A MAJORITY VOTE OF THE DISINTERESTED DIRECTORS WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. IN CONFORMITY WITH THE ABOVE DETERMINATION IT SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. IF THE GOVERNING BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT SHALL INFORM THE MEMBER OF THE BASIS FOR SUCH BELIEF AND AFFORD THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE GOVERNING BOARD OR COMMITTEE DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | A RANGE IS ESTABLISHED FOR EACH POSITION BASED ON COMPARABLE DATA, AND COMPENSATION IS INCREASED BASED ON EITHER PRE-DETERMINED AMOUNTS BASED ON A PERFORMANCE REVIEW, AND/OR A MARKET ADJUSTMENT BASED ON UPDATED COMPARABLE DATA. THIS PROCESS IS UNDERTAKEN ANNUALLY AT THE END OF EACH CALENDAR YEAR. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 2,262,753. MANAGEMENT AND GENERAL EXPENSES 174,901. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,437,654. |
| FORM 990, PART XI, LINE 9: | PENSION LIABILITY ADJUSTMENT -65,319. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE IN OVERSIGHT PROCESS IN THE CURRENT YEAR. |
| FORM 990, PART III, LINE 4A: | AS PART OF OUR CONTINUING CARE RETIREMENT COMMUNITY, WE ALSO OFFER PRIVATE AND AFFORDABLE INDEPENDENT LIVING WITH SUPPORTIVE SERVICES IN TWO-BED ROOM RESIDENTIAL HOMES THAT ARE WITHIN WALKING DISTANCE TO OUR MAIN CAMPUS. ST. ANNE HOME'S THREE LARGEST PROGRAM SERVICES BY EXPENSE ARE: 1) NURSING CARE/REHABILITATIVE SERVICES; 2) PERSONAL CARE SERVICES; 3) INDEPENDENT LIVING CARE, ALL OF WHICH IS IN THE CONTEXT OF A CONTINUING CARE RETIREMENT COMMUNITY. THE FOLLOWING NARRATIVE DETAILS THE EXEMPT PURPOSE ACHIEVEMENTS OF THESE MAJOR PROGRAMS. AT ST. ANNE HOME, WE STRIVE TO PROVIDE THE HIGHEST QUALITY OF CAREGIVING SERVICES IN A CHRISTIAN ENVIRONMENT AND TO SERVE THOSE WITH LIMITED FUNDS TO THE BEST OF OUR ABILITY. THE CHARITY CARE THAT WE HAVE PROVIDED DURING THE YEAR ENDED JUNE 30, 2022, WAS VALUED AT $3,447,122.49. THIS CHARITY CARE HELPED 199 NURSING HOME AND 3 VILLA ANGELA RESIDENTS TO CONTINUE TO RECEIVE CARE AND SERVICES IN OUR NURSING FACILITY AND OR PERSONAL CARE HOME. OUR WAITING LIST FOR BOTH SKILLED NURSING AND PERSONAL CARE REFLECTS THE FINE REPUTATION WE HAVE ESTABLISHED AMONG THE LONG-TERM CARE COMMUNITY AND OUR SUCCESS IN MEETING THE NEEDS OF OUR RESIDENTS. IN ADDITION TO THE CHARITABLE AND SUPERIOR CARE PROVIDED TO OUR RESIDENTS, ST. ANNE HOME IS ALSO PROUD OF OUR RELIGIOUS PROGRAMS PROPAGATING THE CATHOLIC FAITH OF THE FELICIAN SISTERS OF NORTH AMERICA. WE OFFER A COMPREHENSIVE SPIRITUAL CARE PROGRAM, INCLUDING A CHAPLAIN AND SISTERS WHO RESIDE ON CAMPUS AND ARE AVAILABLE AT ALL TIMES. RESIDENTS ARE ENCOURAGED TO ATTEND DAILY RELIGIOUS SERVICES IN OUR LARGE, WELL-MAINTAINED CHAPEL WITH A 32-FOOT CATHEDRAL CEILING, WHERE (PRIOR TO THE COVID-19 PANDEMIC) ON AN AVERAGE DAY OVER 60 RESIDENTS, FAMILY MEMBERS, AND STAFF ARE COMFORTED BY ITS SPIRITUAL BENEFITS. THE CHAPEL CAPACITY FOR DAILY MASS HAS BEEN LIMITED SO THAT PHYSICAL DISTANCING COULD BE MAINTAINED. THERE ARE ALSO MANY OTHER SPIRITUAL PROGRAMS OFFERED INCLUDING: ANOINTING OF THE SICK, MAY CROWNING, MEMORIAL SERVICES, JOURNEY TO A NEW LIFE, AND ECUMENICAL SERVICES. MANY STAFF, VISITORS, AND RESIDENT FAMILY MEMBERS CONTINUALLY COMMENT THAT THE JOURNEY TO A NEW LIFE IS A WONDERFULLY DIGNIFIED AND RESPECTFUL WAY FOR A RESIDENT WHO HAS PASSED TO DEPART ST. ANNE HOME. THIS CEREMONY GIVES CLOSURE TO THE STAFF AND GIVES THEM THE OPPORTUNITY TO SAY ONE FINAL GOOD-BYE TO THE RESIDENTS THAT THEY BECAME SO CLOSE TO WHILE THEY WERE IN THEIR CARE. ADDITIONALLY, ST. ANNE HOME HAS IMPLEMENTED EDUCATIONAL PROGRAMS FOR OUR EMPLOYEES CONCERNING THE FELICIAN SISTERS OF NORTH AMERICA'S CORE VALUES OF MINISTRY: RESPECT FOR HUMAN DIGNITY, COMPASSION, SOLIDARITY WITH PEOPLE IN NEED, TRANSFORMATION, AND JUSTICE AND PEACE. WE FEEL THAT THESE CONTINUING EDUCATION PROGRAMS FOR STAFF WILL RESULT IN A DEEPER UNDERSTANDING AND APPRECIATION FOR THE MISSION AND VALUES OF ST. ANNE HOME. WHEN IT COMES TO STAFFING, ST. ANNE HOME MAKES IT A PRIORITY TO PROVIDE HIGH LEVEL, CLINICAL TRAINING TO ALL EMPLOYEES, IN ORDER TO ADVANCE OUR EXEMPT PURPOSES. EMPLOYEE TURNOVER RATES CONTINUE TO REMAIN WELL BELOW INDUSTRY STANDARD. CURRENTLY, 60 EMPLOYEES HAVE 10 YEARS OF SERVICE OR MORE AND OF THOSE, 25 EMPLOYEES HAVE 20 YEARS OF SERVICE OR MORE, 11 HAVE 30 YEARS OF SERVICE OR MORE, AND 4 HAVE 40 YEARS OF SERVICE OR MORE. WE ARE PROUD THAT OUR EMPLOYEES CHOOSE TO STAY AT ST. ANNE HOME, AS THIS STABILITY TRANSLATES INTO BETTER CARE FOR OUR RESIDENTS AND THEIR FAMILY MEMBERS. WE ALSO ENCOURAGE OUR EMPLOYEES TO TAKE ADVANTAGE OF OUR EMPLOYER PAID TUITION REIMBURSEMENT PROGRAM, WHICH ALLOWS STAFF MEMBERS TO ADVANCE THEIR SKILLS IN THEIR CURRENT PROFESSION OR EXPLORE A NEW CAREER. THROUGH THE PROMOTION OF PERSONAL DEVELOPMENT, ST. ANNE HOME HOPES TO PROVIDE BETTER CAREGIVERS FOR OUR RESIDENTS AND THEIR FAMILY MEMBERS AS WELL AS STRENGTHEN OUR COMMUNITY'S WORKFORCE ST. ANNE HOME ALSO REACHES OUT TO THE COMMUNITY IN MANY WAYS BEYOND THE SERVICES WE OFFER TO OUR RESIDENTS. ST. ANNE HOME HAS DONATED TIME, SUPPORT, AND FINANCIAL RESOURCES TO THE FOLLOWING ORGANIZATIONS IN THE PAST FISCAL YEAR: JEANNETTE MIDGET ATHLETIC ASSOCIATION, ROTARY CLUB OF GREENSBURG, BROTHER'S BROTHER FOUNDATION, DIOCESE OF GREENSBURG CATHOLIC CHARITIES, THE ALZHEIMER'S ASSOCIATION, AND EXCELA HEALTH HOME CARE AND HOSPICE, AND SISTERS OF CHARITY OF SETON HILL. OUR NURSE AIDE TRAINING PROGRAM, APPROVED BY THE PENNSYLVANIA DEPARTMENT OF EDUCATION, HAS PROVIDED AN OPPORTUNITY FOR STUDENTS TO EITHER CHANGE THEIR CAREER OR START A NEW ONE BY BECOMING A NURSE AIDE. IN THE YEAR ENDING JUNE 30, 2022, A TOTAL OF 18 STUDENTS WERE ENROLLED AND A TOTAL OF 13 STUDENTS SUCCESSFULLY COMPLETED THE PROGRAM BY EARNING NURSE AIDE CERTIFICATION. ST. ANNE HOME ALSO SERVES AS A COMMUNITY COLLECTION SITE FOR RECYCLED PAPER. REUSABLE MATERIALS AND SUPPLIES SUCH AS ELECTRONICS, CARDBOARD, PAPER, AND PRINTER CARTRIDGES THAT ARE USED IN THE FACILITY ARE RECYCLED. ST. ANNE HOME DONATED 120 CANS OF FOOD TO THE LATROBE UNITED METHODIST CHURCH THAT SERVES MEALS TO PEOPLE IN NEED. ST. ANNE HOME RESIDENTS MADE 60 PET BEDS AND TOYS (WITH DONATED FLEECE AND FILL) TO DONATE TO THE WESTMORELAND/FAYETTE/ALLEGHENY COUNTY ANIMAL RESPONSE TEAM (CART). IN ADDITION, THROUGH SUPPORT THROUGH THE CRISIS EMPLOYEE SUPPORT PROGRAM (CRESP), FREE MENTAL HEALTH WORKSHOPS AND SUPPORT WERE MADE AVAILABLE TO THE ST. ANNE HOME EMPLOYEES. THIS SUPPORT WAS MADE POSSIBLE BY A $250,000 GRANT RECEIVED BY THE RICHARD KING MELLON FOUNDATION THROUGH A COLLABORATIVE EFFORT OF THE HEALTH CARE COUNCIL OF WESTERN PENNSYLVANIA, CEO JEFF S. LONG, AND NINE OTHER FAITH BASED LONG-TERM CARE MEMBERS. ST. ANNE HOME ISSUED FINANCIAL SUPPORT TO THE ROTARY CLUB OF GREENSBURG TO SUPPORT THEIR ANNUAL GOLF OUTING, WHICH RAISES FUNDS TO PROVIDE SCHOLARSHIPS TO GRADUATING SENIORS. IN OCTOBER 2021, ST. ANNE HOME DONATED 14 ELECTRIC HOSPITAL BEDS TO THE BROTHER'S BROTHER FOUNDATION. IN DECEMBER 2021 AND JANUARY 2022, ST. ANNE HOME DONATED 3 ADDITIONAL HOSPITAL BEDS TO THE BROTHER'S BROTHER FOUNDATION TO SUPPORT THEIR LIFE SUSTAINING MISSION OF PROVIDING MEDICAL SUPPLIES AND OTHER HUMANITARIAN NEEDS TO PEOPLE AROUND THE WORLD. EACH YEAR AS PART OF OUR SOLIDARITY WITH PEOPLE IN NEED VALUE WE TYPICALLY TAKE PART IN OUR "ADOPT A FAMILY FOR CHRISTMAS PROGRAM". THIS YEAR WE DECIDED TO REACH OUT AND HELP OUR OWN FAMILY WITH OUR "RESIDENT CHRISTMAS WISH PROGRAM". TYPICALLY, IN PRIOR YEARS VARIOUS COMMUNITY GROUPS AND INDIVIDUALS WILL "ADOPT" RESIDENTS AND PURCHASE A CHRISTMAS GIFT OR TWO OR THREE FOR THEM. THIS YEAR OUR EMPLOYEES HELPED FILL IN THE GAPS TO ENSURE ALL NURSING FACILITY AND PERSONAL CARE HOME RESIDENTS RECEIVED A CHRISTMAS GIFT. OUR EMPLOYEES PURCHASED GIFTS FOR 25 RESIDENTS. APPROXIMATELY $25 TO $30 DOLLARS WAS SPENT ON EACH OF THE 25 RESIDENTS WITH THE TOTAL VALUE BEING $750. ITEMS PURCHASED WERE SWEATERS, PAJAMAS, SWEATSHIRTS, TOPS, HATS, BODY LOTIONS, PERFUMES, SOCKS, DECORATIONS FOR THEIR ROOMS, ROBES, BLANKETS, THROWS, CANDY, COOKIES, POP, SNACK FOODS, ETC. EACH RESIDENT WAS ASKED TO GIVE 3 GIFT SUGGESTIONS OF ITEMS THEY WANTED OR NEEDED FOR CHRISTMAS. THIS IS DONE EACH YEAR WITH OUR CHRISTMAS WISH PROGRAM. THESE SUGGESTIONS WERE PUT ONTO TAGS AND HUNG ON A BOARD PLACED BY THE TIMECLOCK. THE RESIDENTS AND FAMILIES WERE VERY HAPPY AND APPRECIATIVE OF ALL GIFTS RECEIVED AND PARTICIPATION FROM THE STAFF WAS OUTSTANDING. THE STAFF COMMENTED HOW NICE IT WAS TO HELP OUR RESIDENTS AND WERE EXCITED ABOUT PURCHASING THE GIFTS. IN ADDITION TO THIS A SOCK DRIVE WAS HELD TO HELP CHILDREN IN NEED. OUR EMPLOYEES PURCHASED SOCKS FOR NEEDY CHILDREN. APPROXIMATELY 500 SOCKS WERE COLLECTED AND DELIVERED TO LAFAYETTE SCHOOL IN UNIONTOWN. THEY WERE VERY MUCH APPRECIATED. ST. ANNE HOME MADE CHARITABLE CONTRIBUTIONS TOTALING $33,525 DURING THE FISCAL YEAR. IN ADDITION, ST. ANNE HOME HAS BEEN COMMITTED TO PROVIDING REWARDING VOLUNTEER OPPORTUNITIES THAT POSITIVELY IMPACT THE LIVES OF OUR RESIDENTS AND THOSE THAT GIVE THEIR TIME. A TOTAL OF 14 VOLUNTEERS GAVE 6,291 HOURS OF SERVICE IN THE YEAR ENDING JUNE 30, 2022. THESE VOLUNTEERS INCLUDED ST. ANNE HOME'S FRIENDS, AND EMPLOYEES. THE COVID-19 PANDEMIC SIGNIFICANTLY REDUCED THE NUMBER OF VOLUNTEER OPPORTUNITIES DUE TO VISITATION RESTRICTIONS DURING HIGH COVID-19 TRANSMISSION RATES IN WESTMORELAND AND SURROUNDING COUNTIES. FINALLY, IN MARCH 2022 ST. ANNE HOME STAFF PARTNERED WITH SAINT VINCENT COLLEGE AND COLLECTED MUCH NEEDED SUPPLIES TO HELP THE UKRAINIAN REFUGEES. |
| FORM 990, PART III, LINE 4A: | IN SUMMARY, OUR ACHIEVEMENTS ADVANCED CHARITABLE PURPOSES THROUGH THE CARE PROVIDED TO RESIDENTS REQUIRING FINANCIAL ASSISTANCE, ADVANCED RELIGIOUS PURPOSES THROUGH PROPAGATION OF THE CATHOLIC FAITH OF THE FELICIAN SISTERS OF NORTH AMERICA, ADVANCED EDUCATION THROUGH THE CLINICAL TRAINING AND TUITION REIMBURSEMENT PROGRAM OFFERED TO EMPLOYEES, AND LESSENED GOVERNMENTAL BURDENS VIA PROVIDING EMPLOYMENT OPPORTUNITIES TO INDIVIDUALS WITH DISABILITIES, SERVING AS A COMMUNITY COLLECTION SITE, MAKING CHARITABLE CONTRIBUTIONS SUPPORTING OTHER LOCAL NON-PROFITS, PARTNERING WITH THE COMMUNITY TO ENHANCE RESIDENT SAFETY, AND PROVIDING A NUMBER OF SPECIFIC, FOCUSED PROGRAMS TO BENEFIT PERSONS WITHIN OUR COMMUNITY AND BEYOND. BY CONTINUALLY EVALUATING AND REFINING OUR CARE, SERVICES AND PROGRAMS, ST. ANNE HOME WILL REMAIN THE LEADING RESOURCE FOR THE CLINICAL, ETHICAL, AND SPIRITUAL ISSUES OF AGING AND A PREMIER PROVIDER OF CARE AND SUPPORTIVE SERVICES IN THE CITY OF GREENSBURG, WESTMORELAND COUNTY AND SURROUNDING COMMUNITIES. |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CATHOLIC DIOCESE OF GREENSURG | |||||||||||
| 771 EAST PITTSBURGH STREET | GREENSBURG | PA | 15601 | 250998169 | PROCLAIMING GOD'S WORD | PA | 501(C)(3) | LINE 1 | N/A | 0 | |
| FELICIAN SERVICES INC | |||||||||||
| 3800 W PETERSON AVENUE | CHICAGO | IL | 60659 | 363685438 | PARENT COMPANY | IL | 501(C)(3) | LINE 1 | 0 | CONGREGATION OF THE SISTERS OF ST FELIX OF CANTALICE | |
| 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 | 0 | 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 | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |