2025-05-06T17:30:22-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4334 MUNSON STREET SUITE 200 CANTON OH 44718 990 2023-07-01 250986051 PASSAVANT RETIREMENT AND HEALTH CENTER PASS 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 JEFFREY CARRAWAY CHIEF FINANCIAL OFFICER 7247422246 2025-04-12 1 1 JENNIFER COLEMAN P00743188 3304972000 2025-04-12 2023 2025-03-06 01:10:19Z LUTHERN SENIORLIFE PASSAVANT COMMUNITY DAVID J FENOGLIETTO 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 34959334 0 X WWW.LUTHERANSENIORLIFE.ORG X 1905 PA CONTINUING CARE RETIREMENT COMMUNITY PROVIDING FAITH-BASED NON PROFIT SERVICES TO ELDERS. 3 0 385 147 0 0 1013806 180883 29067138 31128611 1036602 1851844 531066 234650 31648612 33395988 0 0 0 0 12730824 14094079 0 0 214 21318959 20109642 34049783 34203721 -2401171 -807733 92848683 92878283 77424305 76356503 15424378 16521780 X PASSAVANT RETIREMENT COMMUNITY IS A 501(C)(3) CONTINUING CARE RETIREMENT COMMUNITY WITH A 115+ YEAR HISTORY OF PROVIDING FAITH-BASED, NON-PROFIT SERVCIES TO ELDERS IN WESTERN PENNSYLVANIA. 0 0 25370119 31128611 LUTHERAN SENIORLIFE PASSAVANT COMMUNITY IS A 501(C) (3) LIFE PLAN COMMUNITY WITH A 115+ YEAR HISTORY OF PROVIDING FAITH-BASED, NON-PROFIT SERVICES TO ELDERS IN WESTERN PENNSYLVANIA. LOCATED ON 42 ACRES IN ZELIENOPLE, PA, PASSAVANT COMMUNITY IS ONE OF LUTHERAN SENIORLIFE'S SENIOR LIVING COMMUNITIES DEDICATED TO PROVIDING OPPORTUNITIES FOR ABUNDANT LIFE TO ELDERS. WE PROVIDE A COMPLETE CONTINUUM OF CARE INCLUDING RESIDENTIAL LIVING IN COTTAGES, VILLAS, AND APARTMENTS, PERSONAL CARE IN TWO VENUES, LONG TERM NURSING, SHORT TERM REHABILITATION, MEMORY CARE, AND ADULT DAY CARE. OUR ABUNDANT LIFE CENTER ACCOMMODATES 102 ELDERS EITHER REQUIRING SHORT TERM SKILLED REHABILITATION SERVICES OR NEEDING LONG TERM NURSING SERVICES. THE NURSING COMMUNITY IS DESIGNED IN A HOUSEHOLD MODEL WITH 6 NURSING HOUSEHOLDS. EACH HOUSEHOLD HAS ACCOMMODATIONS FOR 17 RESIDENTS. THIS LIFE AFFIRMING ENVIRONMENT AFFORDS RESIDENTS PRIVACY IN 96 PRIVATE ROOMS AND THREE (3) SEMI-PRIVATE SUITES. EACH HOUSEHOLD IS ALSO APPOINTED WITH A FULL SERVICE KITCHEN AND DINING ROOM ALONG WITH A FAMILY ROOM AND ACCESS TO THE OUTDOORS. WE CONTINUE OUR WORK TO TRANSFORM OUR CULTURE TO ONE THAT IS TRULY PERSON-DIRECTED, WHERE RESIDENTS DIRECT THE COURSE OF THEIR DAY. EACH ELDER'S VOICE IS HONORED AND WE CONTINUALLY EVALUATE OUR PRACTICES AND ADAPT OUR PROCESSES TO BETTER MEET THEIR NEEDS. PASSAVANT COMMUNITY PROVIDES SERVICE TO PERSONAL CARE RESIDENTS IN TWO DIFFERENT VENUES IN NEWHAVEN COURT AND IN THE ABUNDANT LIFE CENTER. NEWHAVEN COURT HAS 92 APARTMENTS BUILT IN A NEIGHBORHOOD MODEL AND THE ABUNDANT LIFE CENTER HAS TWO HOUSEHOLDS, ONE OF WHICH IS SPECIFICALLY DESIGNED FOR INDIVIDUALS NEEDING MEMORY SUPPORT. WE OFFER VARIED OPTIONS FOR INDIVIDUALS WANTING TO LIVE RESIDENTIALLY FROM SEVERAL DIFFERENT APARTMENT BUILDINGS TO VARIED COTTAGE STYLES. THE ABUNDANT LIFE CENTER IS THE COMMUNITY'S HUB AND PROVIDES VARIED COMMUNITY LIFE OFFERINGS FROM THE FITNESS CENTER TO VARIED DINING VENUES. MANY OF THE RESIDENTS ARE ACTIVE VOLUNTEERS BOTH ON THE CAMPUS AS WELL AS IN THE COMMUNITY AT LARGE. THEY TEACH CLASSES, FACILITATE PROGRAMS, AND PROVIDE VALUABLE INPUT IN OPERATIONAL DECISIONS THAT AFFECT THEM DIRECTLY. WE CONTINUE TO OFFER OUR ADULT DAY PROGRAM KNOWN AS MY DAY OUT TO BOTH RESIDENTS OF OUR CAMPUS AS WELL AS THE SURROUNDING COMMUNITY AND WE CONTINUE TO BE AN ALTERNATIVE CARE SITE FOR LUTHERAN SENIORLIFE'S LIFE BUTLER PROGRAM AS WELL AS A PROVIDER THROUGH THE AREA AGENCY ON AGING. THE MEDICAL CLINIC ON CAMPUS SERVES RESIDENTS THROUGH PRIMARY CARE PHYSICIANS AND SPECIALISTS. GUIDED BY ITS FAITH-BASED NON-PROFIT MISSION, RESIDENTS ACCEPTED INTO PASSAVANT COMMUNITY'S CONTINUUM OF CARE ARE NOT ASKED TO LEAVE SHOULD THEY OUTLIVE THEIR RESOURCES. IN FY 2024, PASSAVANT COMMUNITY PROVIDED SUPPORT OF $830,714 THROUGH ITS BENEVOLENT CARE PROGRAM. 25370119 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 27 0 385 1 0 0 0 0 0 0 0 0 0 0 0 0 X 3 0 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X JEFFREY CARRAWAY 7247422246 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 DAVID J FENOGLIETTO CHAIRMAN / CEO 1.00 49.00 X X 0 406921 57310 JEFFREY L CARRAWAY TREASURER / CFO 1.00 49.00 X X 0 230416 37289 LAURA ROY SECRETARY 2.00 40.00 X X 0 200835 24365 DIANA RAMIREZ NURSE EDUCATOR 40.00 1.00 X 118624 0 14234 PATRICIA A DINARDO-SYNAN SUPERVISOR, NURSING 40.00 1.00 X 109894 0 18869 TONYA KENNEDY COORDINATOR HOUSE HOLD 40.00 1.00 X 111472 0 19057 RHONDA S HOOVER COORDINATOR ELDER CARE 40.00 1.00 X 149037 0 17884 RHONDA BOWERS COORDINATOR ELDER CARE` 40.00 1.00 X 115300 0 28596 604327 838172 217604 11 0 1 0 CURA HOSPITALITY PO BOX 743676 ATLANTA GA 30374 PROFESSIONAL SERVICES 1549799 US FOODS INC PO BOX 643190 PITTSBURGH PA 15264 FOOD SERVICES 1006150 A W MCCAY CONTRACTING INC 3918 CHESSROWN AVE SUITE 101 GIBSONIA PA 15044 CONSTRUCTION 458980 GRECO MASONRY AND REMODELING 819 MCELHANEY ROAD FREEDOM PA 15042 CONSTRUCTION 421344 DEDICATED NURSING ASSOC INC SUITE 201 6536 WILLIAM PENN HWY RT DELMONT PA 15626 AGENCY STAFFING 303441 19 180883 180883 PATIENT SERVICE REVENUE 623000 13121712 13121712 RESIDENT SERVICE REVENUE 623000 9453213 9453213 PERSONAL CARE 623000 7617990 7617990 NURSING HOME ASSESSMENT 623000 935696 935696 31128611 584463 584463 143984 27920 116064 116064 116064 2802807 1535426 1267381 1267381 1267381 NONOPERATING INCOME & EXPENSE 900099 118586 118586 118586 33395988 31128611 0 2086494 11758534 11034729 723805 160969 149121 11848 1306662 1222474 84188 867914 815387 52527 2677660 2677660 114337 114337 53167 53167 2626605 2543851 82646 108 6688 2004 4684 332113 284618 47495 230386 224159 6227 1863481 1803556 59925 8868 5631 3237 2075 402 1673 1944605 2762 1941843 4340947 2933055 1407786 106 830903 830903 FOOD 2680342 2653392 26950 MAINTENANCE & EQUIPMENT 880377 846998 33379 RESIDENT 640197 619120 21077 NURSING HOME ASSESSMENT 300365 300365 576526 228860 347666 34203721 25370119 8833388 214 1747552 683313 1430 1211 1757294 1745352 150613 174492 262026 219179 120456096 61356738 59764339 59099358 24315559 26428646 1738474 1865767 3111396 2660965 92848683 92878283 6510919 2938538 13151785 13569137 44351775 43477011 13409826 16371817 77424305 76356503 X 12020523 13599227 3403855 2922553 15424378 16521780 92848683 92878283 X -807733 968370 936765 X 0 1 X 1 0 X 431522 621548 1303134 1013806 180883 3550893 26458170 25327542 25626710 29398138 31128611 137939171 26889692 25949090 26929844 30411944 31309494 141490064 1341 1341 0 1341 1341 141488723 749428 703399 974968 800957 728447 3957199 749428 703399 974968 800957 728447 3957199 1301356 1359295 744613 85675 118586 3609525 28940476 28011784 28649425 31298576 32156527 149056788 0.94920 0.94430 0.02650 0.02780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125757 125757 107168019 51373844 55794175 2371560 1813471 558089 9719176 8169423 1549753 1071584 1071584 59099358 AFFILIATE PAYABLES 4257895 FUNDS HELD FOR RESIDENTS 37274 REFUNDABLE ADVANCE FEES 11902824 RESIDENT SECURITY DEPOSITS 48500 THIRD PARTY 33578 LEASE OBLIGATIONS 91746 16371817 34948314 968370 27920 996290 33952024 -556036 -556036 33395988 34231641 27920 27920 34203721 0 34203721 PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 27,920. PART XI, LINE 4B - OTHER ADJUSTMENTS: VALUATION GAIN (LOSS) ON DERIVATIVE FINACIAL INTERESTS 52,559. CONTRIBUTIONS RELEASED FROM RESTRICTIONS 400,183. NET ASSETS RELEASED FROM RESTRICTIONS USED FOR OPERATIONS -146,747. NET ASSETS RELEASED FROM RESTRICTIONS USED FOR PURCHASE OF PROPERTY & EQUIP -862,031. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 27,920. X 0 0 0 0 0 0 0 0 0 DAVID J FENOGLIETTO CHAIRMAN / CEO 0 406921 0 0 0 0 0 9991 0 47319 0 464231 0 0 JEFFREY L CARRAWAY TREASURER / CFO 0 230416 0 0 0 0 0 6912 0 30377 0 267705 0 0 LAURA ROY SECRETARY 0 200835 0 0 0 0 0 5700 0 18665 0 225200 0 0 RHONDA S HOOVER COORDINATOR ELDER CARE 149037 0 0 0 0 0 8942 0 8942 0 166921 0 0 0 A BUTLER COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY SERIES A OF 2017 2017-10-26 50100000 REFINANCE LOANS 0 0 0 A 6314934 50100000 1151527 48948473 0 0 1 1 A 0 0 0 0 0 0 0 0 0 A 1 FORM 990, PART VI, SECTION B, LINE 11B PROVIDED A COPY OF THE FINAL FORM 990 TO MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL CONFLICT OF INTEREST DISCLOSURE STATEMENTS ARE REQUIRED FROM ALL BOARD MEMBERS AND EXECUTIVES. BOARD MEMBERS SHALL DISCLOSE TO THE EXECUTIVE COMMITTEE BOARD MEMBERSHIP ON, A SUBSTANTIAL FINANCIAL INTEREST IN, OR EMPLOYMENT OF THE BOARD MEMBER OR A RELATIVE OF THE BOARD MEMBER BY ANY ORGANIZATION DOING BUSINESS WITH LUTHERAN SENIORLIFE. THE EXECUTIVE COMMITTEE SHALL DETERMINE WHETHER AN UNACCEPTABLE CONFLICT OF INTEREST EXISTS AND ARRANGE WITH THE MEMBER TO CEASE ANY INAPPROPRIATE ACTIVITY. MATTERS LEFT UNSETTLED AFTER REVIEW OF THE EXECUTIVE COMMITTEE SHALL BE REPORTED TO THE BOARD FOR APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE LUTHERAN SENIORLIFE BOARD OF DIRECTORS CONDUCTS AN ANNUAL PERFORMANCE REVIEW IN JULY. MARKET BASED COMPENSATION INFORMATION IS CONDUCTED ANNUALLY FROM INFORMATION COMPILED BY EXTERNAL SOURCES. THE BOARD THEN DETERMINES THE COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND TAX FORMS ARE AVAILABLE UPON REQUEST AT THE CORPORATE OFFICE. FORM 990, PART XI, LINE 9: VALUATION GAIN (LOSS) ON DERIVATIVE FINANCIAL INSTRUMENTS -52,559. VALUATION GAIN, BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUST 13,564. VALUATION GAIN, BENEFICIAL INTEREST IN PREPETUAL TRUSTS 113,729. NET ASSETS RELEASED FROM RESTRICTIONS USED FOR PURCHASE OF PROPERTY & EQUIP 862,031. LUTHERN SENIORLIFE 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527666 TO PROVIDE SUPPORT AND MANAGEMENT TO EXEMPT AFFILIATES PA 501(C)(3) LINE 12A, I N/A 0 ST JOHN LUTHERAN CARE CENTER 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 250969478 SKILLED NURSING AND PERSONAL CARE FACILITY SERVICING MORE THAN 300 RESIDENTS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LUTHER COURT INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527660 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LAS GERIATRIC CARE SERVICES INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251738347 PROVIDER OF MEDICAL GERIATRIC THERAPY SERVICES TO ITS EXEMPT AFFILIATES PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LUTHERAN SENIORLIFE FOUNDATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251705233 ORGANIZATION THAT PROMOTOES THE CHARITABLE INTERESTS OF ITS EXEMPT AFFILIATE PA 501(C)(3) LINE 7 LUTHERAN SENIORLIFE 0 SAMARITAN HEALTHCARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251527663 TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 255900922 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE BEAVER LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 260363509 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE BUTLER LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 208512169 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 MARS HOLDINGS INC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251883384 PROVIDER OF DEMENTIA ASSISTED LIVING AND RESIDENTAL. PA 501(C)(3) LINE 12A, I LUTHERAN SENIORLIFE 0 BEHOME PARTNERS 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 202932676 PROVIDER OF HOME HEALTH SERVICES IN SKILLED NURSING, THERAPY & PRIVATE DUTY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC 154 HINDMAN ROAD BUTLER PA 16001 237040715 TO OPTIMIZE HEALTH AND INDEPENDENCE AND TO KEEP RESIDENTS OF OUR COMMUNITY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 HOSPICE SERVICES INC 154 HINDMAN ROAD BUTLER PA 16001 251468529 TO PROVIDE COMPASSIONATE, QUALITY CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESS PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VALLEY CARE ASSOCIATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251349943 TO PROVIDE DAY CARE SERVICES FOR OLDER AULTS TO ENHANCE QUALITY OF LIFE PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 THE LUTHERAN SERVICE SOCIETY OF W PA 440 LINCOLN AVENUE PITTSBURGH PA 15202 250965419 PROVIDE PROGRAMS AND SERVICES FOR PEOPLE TO LEAD INDEPENDENT DIGNIFIED LIVES PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 VIECARE ARMSTRONG LLC 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 463692084 PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 CHIPPEWA LUTHERAN HOUSING CORP 440 LINCOLN AVENUE PITTSBURGH PA 15202 208314767 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 GIRARD LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 030596955 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 JAMESTOWN LUTHERAN HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 208315015 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 LUTHERAN HOUSING CORP OF OIL CITY 440 LINCOLN AVENUE PITTSBURGH PA 15202 251699268 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 TITUSVILLE SENIOR HOUSING CORPORATION 440 LINCOLN AVENUE PITTSBURGH PA 15202 270115829 TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 LUTHERAN SENIORLIFE 0 TIMON PROPERTY DEVELOPMENT COMPANY 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 205133658 PROVIDER OF SENIOR HOUSING PA N/A C 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0