2021-09-10T09:09:38-05:00 2020-12-31 250969422 Presbyterian SeniorCare 1215 Hulton Road Oakmont PA 15139 990 2020-01-01 250979369 Presbyterian Homes in the Presbytery of Lake Erie PRES 8143141712 1225 School Road Erie PA 165052691 Gary Seib Treasurer 8143141718 2021-09-10 Gary Seib 999009999 4128265600 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Gary Seib 1225 School Road Erie PA 165052691 29704335 0 X www.srcare.org X 1943 PA We are committed to providing a continuum of care consisting of short term rehabilitation, long term skilled care, memory care, personal care and independent living, all within a home-like setting and with a person-centered care philosophy, serving the Presbytery of Lake Erie (Erie, Crawford, Warren, Venango, McKean and Forest counties). Presbyterian Homes operates three skilled nursing facilities, two in Erie, PA (Manchester Commons and Elmwood Gardens),and one in Oil City, PA (Oakwood Heights),and also operates two personal care homes,Manchester Commons and Elmwood Gardens. These facilities continue to provide care even after the resident has exhausted their own resources. Hospice care is provided through a partnership with local hospice providers so that residents and their families have the full assurance of comprehensive care through end of life. In 2020, Presbyterian Homes provided $519,271 in benevolent care and $5,757,714 of uncompensated care. 10 7 0 350 0 0 139488 2608104 28265861 26775705 279082 218029 0 0 28684431 29601838 0 0 0 0 17566427 18259969 0 0 0 11677103 12347034 29243530 30607003 -559099 -1005165 35188687 37692111 20390698 23193383 14797989 14498728 X To be a compassionate, inclusive faith-inspired network of communities and services committed to enhancing the quality of life of older adults.Presbyterian Homes is a part of the Presbyterian SeniorCare network of facilities. 0 0 28070697 26775705 To provide individualized levels of care, including related health and medical services in short-term rehabilitation, short and long-term nursing care, memory care, personal care and independent living. In 2020, 61% of our Nursing Home payor mix were Medical Assistance patients which resulted in a $5,876,533 write off in revenue and 12% of our Personal Care patients received benevolent care totaling $519,271. Presbyterian Homes manages Battle's Village in Girard, Erie County, PA, a 42-unit rental property that utilizes two Federal housing programs under USDA Section 515 to make rent affordable to lower income older adults. Residents pay only 30% of their adjusted income towards rent and enjoy the benefits of social interaction in a clean, well-maintained environment in a peaceful setting. In keeping with our philosophy of a person-centered care that focuses on making aging easier for adults and their family members, Presbyterian Homes has sponsored community health related services at no cost to the recipients. As part of these community health and educational services, we offer classes in diabetes self-management and dementia training. Volunteer training, wellness fairs with flu shots, classes in Tai Chi, Zumba, and Yoga are other examples of Presbyterian Homes' outreach initiatives. To help promote health care careers, we offer student intern job shadowing, provide career-day speakers at area schools and make book donations to area Libraries. Previously owned, viable medical equipment, no longer needed, is donated to both domestic and overseas medical mission organizations.Presbyterian Homes is part of the Presbyterian SeniorCare network of facilities.Established on January 25, 1928 in the Commonwealth of Pennsylvania, Presbyterian SeniorCare is a not-for-profit, charitable organization which provides facilities, services and programs for enhancing the quality of life of older adults. Presbyterian Seniorcare gives back to its local communities including providing charitable care to seniors it serves that no longer have the means to pay, and has approximately 2,000 team members who serve more than 6,500 older adults annually through 53 communities/service lines across 10 Western Pennsylvania counties, as well as through our at home programs of Envisage and Presbyterian SeniorCare Home Health. Presbyterian SeniorCare gives back to its local communities through promotion of health and wellness efforts, education and training programs, financial and in-kind donations, and special projects. Guided by its faith-based not-for-profit mission, Presbyterian SeniorCare provides $2.7 million in benevolent care annually to residents in our personal care/assisted living communities who no longer have the means to pay, and $25.9 million in uncompensated care to residents in our nursing facilities who no longer have the means to pay. 28070697 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 55 0 1 0 0 0 0 0 0 0 0 0 0 0 X 10 7 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X Gary Seib 8143141718 1225 School Road Erie PA 165052691 Frederick G Fiedler Director and Vice-Chairman 3.00 X 0 0 0 James B Ohrn Director and Chairman 3.00 X 0 0 0 Michael V Sergi Jr Director 1.00 X 0 0 0 Christine Bingman Director 1.00 X 0 0 0 James B Pieffer Director and Secretary 1.00 X X 0 301713 29160 Ellen Pfadt Director 1.00 X 0 0 0 Dr Carol A Amann Director 1.00 X 0 0 0 Tamara S Philabaum Director 1.00 X 0 0 0 Todd R Boslau CPA Director and Assistant Treasurer 1.00 X X 0 66886 3876 PaulWinkler Director and President 1.00 X X 0 409012 20650 Gary Seib Treasurer 40.00 X 0 140342 5661 Roberta Gray Senior Director 40.00 X 0 165288 12141 0 1083241 71488 0 0 1 0 Alliance Rehab 1520 Kensington Road Suite 110 Oakbrook IL 60523 Therapy Services 1795435 Vantage LLC 1305 South Main St Meadville PA 16335 Pharmacy Services 598289 Cross Country Staffing 6551 Park of Commerce Blvd Boca Rotan FL 33487 Agency Staffing 303237 3 2492776 115328 2608104 LTC for Elderly - Priv 623000 13924356 13924356 LTC for Elderly - Medi 623000 12758065 12758065 Management Fees 531390 89137 89137 Changes in Equity - Jo 623000 4147 4147 26775705 272053 272053 48473 102497 -54024 -54024 -54024 29601838 26775705 0 218029 15454483 14901887 552596 36589 34339 2250 1629356 1594596 34760 1139541 1102716 36825 1650000 1650000 29635 29635 42500 42500 17794 17794 76720 64141 12579 624825 616988 7837 681087 662726 18361 31176 2889 28287 3293 3293 679321 679321 2031587 2000469 31118 450304 439308 10996 Professional Fees 2131962 2082674 49288 Medical Supplies 1452921 1452921 Food 684030 684030 Drugs 549452 549452 1210427 1202240 8187 30607003 28070697 2536306 0 1100 1100 2518894 6244549 2972979 2371580 53202 40303 183134 170560 43911707 24978288 20492399 18933419 6292946 7166212 2674033 2764388 35188687 37692111 2490378 2515678 137559 3485133 17274592 16585775 488169 606797 20390698 23193383 X 12565904 12119104 2232085 2379624 14797989 14498728 35188687 37692111 -1005165 705904 0 X X 0 1 X 1 0 X 40945 49604 61311 139488 115328 406676 26337626 27163342 27320442 28265861 26775705 135862976 26378571 27212946 27381753 28405349 26891033 136269652 0 0 0 136269652 225235 363584 1090747 192188 272053 2143807 225235 363584 1090747 192188 272053 2143807 26603806 27576530 28472500 28597537 27163086 138413459 0.98450 0.98330 0.01550 0.01670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1499845 16730 128499 52000 1593074 1318713 21500 210484 50852 1499845 1429672 26500 -92459 45000 1318713 1258988 17050 193634 40000 1429672 1189954 17000 92034 40000 1258988 1.00000 1 0 418462 418462 34603410 18289286 16314124 8889835 6689002 2200833 18933419 Held in Trust By Others 2243992 Equity in Joint Ventures 520396 2764388 Interest Rate Swap Liability 606797 606797 X 30307742 705904 705904 29601838 0 29601838 30607003 0 30607003 0 30607003 Part V, Line 4: Schedule D, Part V, Line 4 - The endowment funds further the mission of Presbyterian Homes by offsetting the cost of care for individuals who have exhausted their resources or are otherwise unable to pay their entire cost of care. Part X, Line 2: Schedule D, Part IX, Line 2 - The Organization is a not-for-profit organization, as described in Section 501(c)(3) of the Internal Revenue Code, and has been 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 United States of America require the Organization to evaluate tax positions taken by the Organization and recognize a tax liability or asset if the Organization has taken an uncertain position that more likely than not would be sustained upon examination by the Internal Revenue Service. The Organization has concluded that as of December 31, 2020 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. 0 0 0 0 0 0 0 0 0 PaulWinkler Director and President 0 409012 0 0 0 0 0 11400 0 9250 0 429662 0 0 James B Pieffer Director and Secretary 0 301713 0 0 0 0 0 11400 0 17760 0 330873 0 0 Roberta Gray Senior Director 0 165288 0 0 0 0 0 6579 0 5562 0 177429 0 0 Form 990, Part VI, Section A, line 1 The member of the corporation, Presbyterian SeniorCare, holds the reserved powers to 1. Change the purposes or mission of the corporation, 2.Elect or remove Directors of the corporation, 3.Change the Articles of Incorporation of Bylaws of the corporation, 4.Approve purchase, sale, lease, transfer or encumber, construction or destruction of property with a value in excess of $100,000, 5.approve any dissolution, merger, consolidation, affilation or division of the corporation, 6.approve operating and capital budgets and approve borrowing or other financial obligations not contained in the operating and capital budgets, and 7.require an independent audit or review of the corporation's financial statements and appointment of an independent auditor. Form 990, Part VI, Section A, line 3 Form 990, Part VI, Section A, Line 3 - Presbyterian Homes entered into an agreement with SeniorCare Network, Inc. (SCN), a management and consulting affiliate of Presbyterian SeniorCare, to provide management services to Presbyterian Homes for a two-year period that began on January 1, 2012. This agreement was renewed on January 1, 2014 for another one-year period. The agreement stipulates monthly management fees in addition to reimbursement of certain direct expenses. Also, under the agreement, SCN provides a regional manager to oversee the daily operations of the Presbyterian Homes' communities. In October 2014, Presbyterian Homes and Presbyterian SeniorCare signed an agreement of affiliation pending review by the Commonwealth's Attorney General's Office. The affiliation was complete effective March 1, 2015. Form 990, Part VI, Section A, line 6 The organization is a non-stock Pennsylvania non-profit corporation. The sole member of the organization is Presbyterian Seniorcare, a tax exempt 501(c)(3) organization, Fed ID no 25-0969422. Form 990, Part VI, Section A, line 7a The organization has one member who elects the members of the board of directors. The member,Presbyterian SeniorCare, is a tax exempt 501(c)(3)organization. Form 990, Part VI, Section A, line 7b The sole member of the corporation, Presbyterian Seniorcare, has reserved powers for governance decisions to 1.change the purpose or mission of the corporation, 2.elect or remove directors of the corporation, 3.change the Article of Incorporation or bylaws of the corporation, 4.approve purchase, sale, lease, transfer or encumber, construction or destruction of property with value in excess of $100,000, 5.approve dissolution, merger, consolidation,affiliation or division of the corporation, 6.approve operating and capital budgets and approve borrowing or other financial obligations not contained in operating and capital budgets, and 7.require an independent audit or review of the corporation's financial statements and appoint the independent auditor. Form 990, Part VI, Section B, line 11b A copy of the Form 990 was provided directly or emailed to each director of the board prior to filing the Form 990. A ten day period is given for review. Any proposed changes or comments received are reviewed by the officers of the organization, after which the document is filed with the Internal Revenue Service. Form 990, Part VI, Section B, line 12c Form 990, Part VI, Section B, Line 12c - The organization has a written conflict of interest policy. All officers, directors and key employees are required to complete a conflict of interest questionnaire annually. The questionnaires are then reviewed by the Corporate Compliance Officer who then reports back to the board with any findings and/or corrective actions. To date we have had no unresolved conflict of interest problems. Form 990, Part VI, Section B, line 15 Form 990, Part VI, Section B, Line 15 - Presbyterian Homes has a compensation program in place which covers all employees. A regional human resource and management consulting firm provides recommendations to update both the salary structure and adjustments to wages. These recommendations are incorporated into the annual budget which is reviewed and approved by both the finance committee and the board of directors. The compensation for officers in included in this process. Compensation for officers is specifically reviewed and established by the board's executive committee. The Senior Director is an employee of SeniorCare Network, Inc. (SNC), a management and consulting affiliate of Presbyterian SeniorCare. The compensation for the Senior Director is formulated by SCN and reviewed with the board of Presbyterian Homes. No independent board members are compensated in any way. Form 990, Part VI, Section C, line 19 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. We will make copies of requested documents at IRS approved rates per page, or the requestor may come to the offices to review the documents by appointment during normal business hours. Also, consent is given to Charity Navigator to provide our Form 990 to the public via their website. Part XII, Line 2c The organization uses Arnett Carbis Toothman, LLP, a national accounting firm, as their independent auditor. The sole member Presbyterian SeniorCare has an audit committee that meets to review the annual audited financial statements with Arnett Carbis Toothman, LLP. They also have a private session, without management present, with the auditors at that meeting. The committee chooses the auditing firm, and approves their fee. A management letter, if there are any management comments, is prepared by Arnett Carbis Toothman, LLP and reviewed with the committee. Corrective action is documented if needed. The audit committee is independent of management. Presbyterian Seniorcare 1215 Hulton Road Oakmont PA 15139 250969422 Elderly Healthcare and Housing PA Charitable Organizat Line 11 0 Presbyterian Seniorcare Foundation 1215 Hulton Road Oakmont PA 15139 562289600 Supporting Organization PA 501(c)(3) Line 12b, II 0 Envisage Life 1215 Hulton Road Oakmont PA 15139 113643210 Continuing Care Retirement Community PA 501(c)(3) Line 11 0 Longwood at Oakmont Inc 500 Route 909 Route PA 15147 232605414 Continuing Care Retirement Community PA 501(c)(3) Line 11 0 Presbyterian Medical Center of Oakmont Pa Inc 1215 Hulton Road Oakmont PA 15139 251469798 Nursing Home PA 501(c)(3) Line 11 0 Presbyterian Medical Center of Washington Pa Inc 1215 Hulton Road Oakmont PA 15139 251413291 Nursing Home PA 501(c)(3) Line 11 0 Butler Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251423015 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Saxonburg Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251589215 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Plum Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251471814 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Center Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251620513 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Plum Presbyterian Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251711435 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Baden Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311587613 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Slippery Rock Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251772839 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Castle Shannon Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311587456 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Mckeesport Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311488599 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Franklin Twp Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251550102 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Encore Living Group Inc 1215 Hulton Road Oakmont PA 15139 251495780 Elderly Housing PA 501(c)(3) Line 11 0 McDonald Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251649199 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Bellmead Housing Corporation 1215 Hulton Road Oakmont PA 15139 251380305 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 East Liberty Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251705970 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Manchester Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251662399 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Community Partnerships for Housing Services Inc 1215 Hulton Road Oakmont PA 15139 311521653 Low Income Elderly Tax Credit Financed Housing PA 501(c)(3) Line 11 0 Bessemer Terrace House Corporation 1215 Hulton Road Oakmont PA 15139 251432873 Elderly Personal Care PA 501(c)(3) Line 11 0 Hope House Corporation 1215 Hulton Road Oakmont PA 15139 251597605 Elderly Personal Care PA 501(c)(3) Line 11 0 Spring Valley House Corporation 1215 Hulton Road Oakmont PA 15139 232361320 Elderly Personal Care PA 501(c)(3) Line 11 0 Allegheny Widows Home Association 1215 Hulton Road Oakmont PA 15139 251026837 Supporting Organization PA 501(c)(3) Line 11 0 Meadowlake Corporation 1215 Hulton Road Oakmont PA 15139 251636328 Housing for the Elderly PA 501(c)(3) Line 11 0 Parker Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251705428 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 SeniorCare at Home 1215 Hulton Road oakmont PA 15139 273673530 Elderly Home Care PA 501(c)(3) Line 11 0 Shenango Presbyterian SeniorCare 238 South Market Street New Wilmington PA 16142 251189696 continuing Care Retirement Community PA 501(c)(3) Line 11 0 Unlimited Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251703571 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Unlimited Housing for the Elderly 1215 Hulton Road Oakmont PA 15139 222846078 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Presbyterian Seniorcare Portfolio LP 1215 Hulton Road Oakmont PA 15139 834608196 Low Income Elderly Tax Credit Housing PA 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 Presbyterian Seniorcare P 20808446 Actual Cost