2025-02-16T10:22:55-06:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 231606038 CALVARY FELLOWSHIP HOMES INC CALV 7173930711 502 ELIZABETH DRIVE LANCASTER PA 17601 DALE WEAVER PRESIDENT/CEO 7173930711 2025-02-13 1 1 KERRI N BOGDA CPA P00760402 7177404863 2025-02-13 2023 2025-03-06 01:10:19Z DALE WEAVER 502 ELIZABETH DRIVE LANCASTER PA 17601 20688943 0 X WWW.CALVARYHOMES.ORG X 1961 PA OPERATE A CONTINUING CARE RETIREMENT COMMUNITY & PROVIDE HOUSING, HEALTH CARE & RELATED SVCS. 12 10 253 140 0 0 633654 545101 14442681 15492947 112747 490647 452559 471766 15641641 17000461 499992 593597 0 0 8193534 8394174 0 0 92064 7703943 8509798 16397469 17497569 -755828 -497108 37621749 39684104 31949580 34423897 5672169 5260207 X TO SERVE SENIOR ADULTS, ENRICHING THEIR LIVES IN A MANNER THAT GLORIFIES OUR LORD JESUS CHRIST AND MAXIMIZES THEIR QUALITY OF LIFE. WE OPERATE A CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES HOUSING, PERSONAL CARE, AND HEALTH CARE. 0 0 14779416 593597 15492947 FOR THE YEAR ENDED JUNE 30, 2024, THE ORGANIZATION OPERATED A CONTINUING CARE RETIREMENT COMMUNITY PROVIDING RETIREMENT LIVING HOUSING, HEALTH CARE AND OTHER PERSONAL CARE RELATED SERVICES TO SENIOR ADULTS. THE HEALTH CARE SERVICES WERE PROVIDED THROUGH THE OPERATION OF A SKILLED NURSING FACILITY THAT IS CERTIFIED BY MEDICARE AND MEDICAID AND A PERSONAL CARE FACILITY WHICH INCLUDES A SECURED DEMENTIA UNIT. THE COMMUNITY PROVIDED 16,143 SKILLED NURSING DAYS REPRESENTING 98% OCCUPANCY AND 10,260 PERSONAL CARE DAYS REPRESENTING 55% OCCUPANCY. IN ADDITION, WE PROVIDED RETIREMENT HOUSING TO AN AVERAGE OF 285 RESIDENTS. THE ORGANIZATION ALSO PROVIDED CARE TO RESIDENTS WHO MET CERTAIN CRITERIA AT AMOUNTS LESS THAN ESTABLISHED RATES. CHARGES FOREGONE FOR SERVICES RENDERED AND SUPPLIES FURNISHED UNDER THE BENEVOLENT CARE POLICY AMOUNTED TO $593,000 IN FISCAL YEAR 2024. DURING FISCAL YEAR 2024, 66% OF OUR RESIDENTS IN OUR NURSING CENTER WERE RECEIVING ASSISTANCE THROUGH THE MEDICAL ASSISTANCE PROGRAM WHICH RESULTS IN A DEFICIT OF OVER $2,919,000 BETWEEN OUR COSTS AND WHAT WE RECEIVE IN REIMBURSEMENT.WE PROVIDE MANY OPPORTUNITIES FOR RESIDENTS TO ENJOY EVENTS AND ACTIVITIES THROUGHOUT OUR CAMPUS AND OFF CAMPUS. THIS INCLUDES ENTERTAINMENT, CRAFTS, PAINTING CLASSES, EXERCISE AND BALANCE CLASSES, SEWING AND QUILT MAKING, BOOK CLUBS, BIBLE STUDIES, DEVOTIONS, CHURCH SERVICES & PRAYER MEETINGS. THERE ARE TRIPS TO SEE PLAYS, SIGHTSEEING TRIPS AND OTHER LOCAL EVENTS. 14779416 1 1 0 1 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 15 0 253 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 10 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 1 0 PA X VINCENT REIGLE VP OF FINANCE CFO 7173930711 502 ELIZABETH DR LANCASTER PA 17601 DALE WEAVER PRESIDENT & CEO 40.00 0.00 X X 210445 0 33683 DAVID STOTT DIRECTOR OF OPERATIONS 40.00 0.00 X X 117242 0 15768 PENNY CLAWSON CHAIR 1.00 0.00 X X 0 0 0 ANDREW WOOLLEY VICE CHAIR 1.00 0.00 X X 0 0 0 SHELDON MYER SECRETARY 1.00 0.00 X X 0 0 0 JEFF DAHL SECRETARY (UNTIL 10/23) 1.00 0.00 X X 0 0 0 JIM MARTIN TREASURER 1.00 0.00 X X 0 0 0 ALLISON DAHL DIRECTOR 1.00 0.00 X 0 0 0 REV HENRY HEIJERMANS DIRECTOR 1.00 0.00 X 0 0 0 REV ROBERT REID DIRECTOR 1.00 0.00 X 0 0 0 JON SENSENIG DIRECTOR 1.00 0.00 X 0 0 0 JONATHAN YODER DIRECTOR 1.00 0.00 X 0 0 0 JOHN ZESWITZ DIRECTOR 1.00 0.00 X 0 0 0 NANCY JAMES DIRECTOR (UNTIL 10/23) 1.00 0.00 X 0 0 0 DANIELLE MARTIN VP, HEALTH SERVICES (UNTIL 08/23) 40.00 0.00 X 82751 0 8021 LINDA SPOON VP, HUMAN SERVICES (UNTIL 03/23) 40.00 0.00 X 35704 0 3867 VINCENT REIGLE VP, FINANCE/CFO 40.00 0.00 X 139112 0 15864 STEF MELICK VP, HEALTH SERVICES 40.00 0.00 X 113488 0 32601 LISA ANDREWS VP, HUMAN RESOURCES 40.00 0.00 X 85357 0 21736 GUANGTAN SUI LICENSED PRACTICAL NURSE 52.00 0.00 X 108650 0 2607 892749 0 134147 5 0 1 0 NURSELECT PO BOX 82596 PHILADELPHIA PA 19182 NURSING AGENCY 616771 INTELYCARE INC 1250 HANCOCK ST SUITE 501N QUINCY MA 02169 NURSING AGENCY 609799 SYMBRIA 28100 TORCH PARKWAY SUITE 600 WARRENVILLE IL 60555 THERAPY SERVICES 304088 LUNDBERG ENTERPRISES 24 COBBLESTONE DR WILLOW STREET PA 17584 PAINTING SERVICES 141130 4 128898 416203 545101 NET RESIDENT SERVICE REVENUE 623000 13333502 13333502 AMORTIZATION OF ADVANCE FEES 623000 2159445 2159445 15492947 261378 261378 3858842 29000 3658573 0 200269 29000 229269 229269 36340 128898 24064 12276 12276 10567 5845 4722 4722 CABLE TV INCOME 900099 141082 141082 CAFE REVENUE 900099 86795 86795 GUEST MEALS 900099 58676 58676 168215 168215 454768 17000461 15492947 0 962413 100 100 593497 593497 920788 755445 165343 5808449 4665266 1061778 81405 76089 61366 13909 814 1075153 902638 172515 513695 419689 87779 6227 37992 37992 98205 98205 800 800 23720 23720 661829 539400 122429 82913 82913 275266 72391 199257 3618 1445237 1445237 77216 76929 287 42031 25820 16211 709031 709031 2284409 2284409 165113 165113 NURSING AGENCY 1199801 1199801 DIETARY FOOD & SUPPLIES 685958 685958 MEDICAL SUPPLIES 167087 167087 PA BED ASSESSMENT 119734 119734 433456 175352 258104 17497569 14779416 2626089 92064 2481 4011 959043 432217 651214 1532366 347841 327036 64174187 34598230 29473990 29575957 6070967 7699112 116213 113405 37621749 39684104 1659713 1861365 13952307 16717522 16213 13405 15812417 15309041 508930 522564 31949580 34423897 X 5672169 5260207 5672169 5260207 37621749 39684104 X -497108 63999 21147 X 0 1 X 1 0 X 646704 2579929 894702 633654 545101 5300090 12234878 12612393 13480765 14442681 15492947 68263664 12881582 15192322 14375467 15076335 16038048 73563754 56079 35040 12500 20000 14480 138099 0 56079 35040 12500 20000 14480 138099 73425655 79908 53021 57684 107514 261378 559505 79908 53021 57684 107514 261378 559505 402616 359468 370604 491821 501675 2126184 13364106 15604811 14803755 15675670 16801101 76249443 0.96300 0.96510 0.00730 0.00550 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: ANNUITIES - 2019 AMOUNT: $ 40,649. BARBER BEAUTY INCOME - 2019 AMOUNT: $ 23,037. 2020 AMOUNT: $ 19,574. 2021 AMOUNT: $ 29,567. 2022 AMOUNT: $ 28,020. 2023 AMOUNT: $ 29,799. CABLE TV INCOME - 2019 AMOUNT: $ 98,950. 2020 AMOUNT: $ 109,670. 2021 AMOUNT: $ 117,447. 2022 AMOUNT: $ 122,604. 2023 AMOUNT: $ 141,082. CAFE REVENUE - 2019 AMOUNT: $ 78,048. 2020 AMOUNT: $ 36,482. 2021 AMOUNT: $ 47,496. 2022 AMOUNT: $ 70,261. 2023 AMOUNT: $ 86,795. CARE LTD CAPTIVE DIVIDEND - 2020 AMOUNT: $ 17,230. 2021 AMOUNT: $ 24,203. 2022 AMOUNT: $ 22,880. 2023 AMOUNT: $ 23,100. DISCOUNTS - 2019 AMOUNT: $ 1,510. 2020 AMOUNT: $ 24,016. 2021 AMOUNT: $ 96. GIFT SHOP - 2019 AMOUNT: $ 13,453. 2020 AMOUNT: $ 11,007. 2021 AMOUNT: $ 12,696. 2022 AMOUNT: $ 11,688. 2023 AMOUNT: $ 10,567. GUEST MEALS - 2019 AMOUNT: $ 49,079. 2020 AMOUNT: $ 31,841. 2021 AMOUNT: $ 33,956. 2022 AMOUNT: $ 47,150. 2023 AMOUNT: $ 58,676. HIGHMARK IMPLEMENTATION CREDIT - 2020 AMOUNT: $ 10,000. MISCELLANEOUS REVENUE - 2019 AMOUNT: $ 47,389. 2020 AMOUNT: $ 36,967. 2021 AMOUNT: $ 9,832. 2022 AMOUNT: $ 4,570. 2023 AMOUNT: $ 51,497. NON-CHARITABLE FUNDRAISING RECEIPTS - 2019 AMOUNT: $ 8,337. 2020 AMOUNT: $ 3,189. 2021 AMOUNT: $ 44,032. 2022 AMOUNT: $ 25,621. 2023 AMOUNT: $ 36,340. REBATES - 2020 AMOUNT: $ 10,356. 2022 AMOUNT: $ 38,027. 2023 AMOUNT: $ 38,504. TELEPHONE INCOME - 2019 AMOUNT: $ 42,164. 2020 AMOUNT: $ 49,136. 2021 AMOUNT: $ 51,279. 2022 AMOUNT: $ 46,595. 2023 AMOUNT: $ 25,315. PRIOR PERIOD ADJUSTMENT - 2022 AMOUNT: $ 74,405. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 800 800 0 PART II-B, LINE 1: THE ORGANIZATION PAYS DUES TO LEADINGAGE PA, AN ORGANIZATION WHICH ADVOCATES FOR SENIOR CITIZENS. A PORTION OF DUES PAID IS ALLOCATED TO LOBBYING EXPENSES. 0 1 X 1550003 1550003 48403994 24188248 24215746 1502310 1347706 154604 12525258 9062276 3462982 192622 192622 29575957 REFUNDABLE FEES AND DEPOSITS 233100 SPLIT-INTEREST OBLIGATIONS 289464 522564 16477152 63999 -617217 -553218 17030370 -29909 -29909 17000461 16889114 8762 8762 16880352 617217 617217 17497569 PART IV, LINE 2B: RESIDENT TRUST FUND: CALVARY HOMES MAINTAINS A SEPARATE INTEREST BEARING CHECKING ACCOUNT TO HOLD RESIDENT FUNDS. THESE FUNDS ARE RELEASED TO RESIDENTS UPON REQUEST WITH PROPER APPROVAL. AT LEAST QUARTERLY A STATEMENT OF ACCOUNT IS PROVIDED TO EACH RESIDENT SHOWING DEPOSITS, INTEREST EARNINGS, WITHDRAWALS AND BALANCE OF ACCOUNT. THE RESIDENT'S ACCOUNT WILL BE REFUNDED UPON DISCHARGE OR AT ANYTIME REQUESTED BY THE RESIDENT. PART XI, LINE 2D - OTHER ADJUSTMENTS: RESIDENT ASSISTANCE AND SUBSIDIES -593,497. INVESTMENT FEES -23,720. PART XI, LINE 4B - OTHER ADJUSTMENTS: GIFT SHOP COST OF GOODS SOLD -5,845. FUNDRAISING EVENT EXPENSES -24,064. PART XII, LINE 2D - OTHER ADJUSTMENTS: GIFT SHOP COST OF GOODS SOLD 5,845. FUNDRAISING EVENT EXPENSES 24,064. CHANGE IN VALUE OF ANNUITIES -21,147. PART XII, LINE 4B - OTHER ADJUSTMENTS: RESIDENT ASSISTANCE AND SUBSIDIES 593,497. INVESTMENT FEES 23,720. BENEFIT DINNER 121235 110247 10988 269 500 2100 GOLF TOURNAMENT 25260 10570 14690 854 6055 5234 255 1 18743 8081 10662 50 5045 2383 1319 165238 128898 36340 50 1123 6055 10279 2883 3674 24064 12276 1 ASSISTANCE TOWARD ROOM & BOARD EXPENSES FOR RESIDENTS IN FINANCIAL NEED. 19 593497 PART I, LINE 2: THE ORGANIZATION PROVIDES ASSISTANCE TO RESIDENTS WITH A FINANCIAL NEED WHO COMPLETE AN APPLICATION WITH THE PRESIDENT/CEO. APPLICATIONS FOR ASSISTANCE ARE PRESENTED TO THE FINANCE COMMITTEE AND BOARD FOR THEIR APPROVAL. CONTRIBUTIONS TO OTHER ORGANIZATIONS ARE ONLY PROVIDED TO KNOWN NON-PROFITS. THE ORGANIZATION SUPPORTS LOCAL CHARITIES AND DOES NOT MONITOR THE FUNDS AFTER THEY ARE DISBURSED. NO GRANTS WERE GIVEN IN EXCESS OF $5K DURING FY24. X X X 0 0 0 0 0 0 0 0 0 DALE WEAVER PRESIDENT & CEO 210117 0 0 0 328 0 4305 0 29378 0 244128 0 0 0 VINCENT REIGLE VP, FINANCE/CFO 139112 0 0 0 0 0 2502 0 13362 0 154976 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERSHIP IN THE ORGANIZATION IS UPON INVITATION BY THE BOARD OF DIRECTORS AND SHALL CONSIST OF NOT LESS THAN TWENTY FIVE MEMBERS. MEMBERS MUST MEET THE FOLLOWING REQUIREMENTS: 1)MEMBERS SHALL BE TWENTY-ONE YEARS OF AGE OR OLDER; 2)MEMBERS SHALL SUBSCRIBE ANNUALLY IN WRITING TO THE STATEMENT OF FAITH SET FORTH IN THE ORGANIZATION'S BYLAWS AND SHALL HAVE A VITAL INTEREST IN THE SPIRITUAL AND PHYSICAL WELFARE OF ELDERLY PEOPLE. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATION'S MEMBER ELECT ALL BOARD DIRECTORS. ADDITIONALLY, THE PRESIDENT/CEO IS DESIGNATED BY HIS TITLE TO BE A BOARD DIRECTOR - HE IS NOT ELECTED TO THE BOARD BY THE CORPORATION'S MEMBER. THE DIRECTOR OF OPERATIONS IS ASSIGNED, BY THE PRESIDENT, TO BE ON THE BOARD AS WELL. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING ARE SITUATIONS WHERE THE CORPORATION MEMBERS HAVE VOTING AUTHORITY OVER BOARD DECISIONS: FROM THE BY-LAWS (TOP OF PAGE 8 FROM ARTICLE 6 SECTION 6.11) NO RESOLUTION APPROVING THE MERGER, CONSOLIDATION, LIQUIDATION OR DISSOLUTION OF THE CORPORATION NOR ANY ACTION THAT WOULD RESULT IN THE SALE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION SHALL BE VALID UNLESS FIRST APPROVED BY THE AFFIRMATIVE VOTE OF TWO-THIRDS (2/3) OF (A) ALL MEMBERS OF THE BOARD, (B) ALL THE CORPORATE MEMBERS AND (C) BE ACTIVE MEMBER AS DEFINED BY THE BY-LAWS. FORM 990, PART VI, SECTION A, LINE 8B NONE OF THE COMMITTEES CAN ACT WITHOUT BOARD APPROVAL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE PRESIDENT/CEO, THE VP OF FINANCE/CFO AND BOARD TREASURER. A COPY IS ALSO PROVIDED TO ALL BOARD DIRECTORS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990 WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD DIRECTORS COMPLETE THE CONFLICT OF INTEREST POLICY STATEMENT ANNUALLY. THE PRESIDENT/CEO MONITORS THE PROCESS AND REVIEWS ANY IDENTIFIED CONFLICTS. COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS REVIEWED PRIOR TO THE ORGANIZATION ENTERING INTO ANY SIGNIFICANT TRANSACTIONS. THE POLICY MENTIONS FAMILY AND BUSINESS RELATIONSHIPS. ANY BOARD DIRECTOR WITH A POTENTIAL CONFLICT IS REQUESTED TO ABSTAIN FROM VOTING ON MATTERS RELATED TO THEIR CONFLICT. IF THE CONFLICT IS DETERMINED TO BE SIGNIFICANT, THE BOARD DIRECTOR IS ASKED TO RESIGN FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BASE SALARY AND ANNUAL INCREASE FOR THE PRESIDENT/CEO AND DIRECTOR OF OPERATIONS IS BASED STRICTLY ON THE BOARD OF DIRECTORS' DECISION AND IS INFLUENCED BY A NUMBER OF FACTORS INCLUDING MERIT, COST OF LIVING/INFLATION ISSUES AND WAGES PAID FOR COMPARABLE POSITIONS WITHIN THE INDUSTRY TO ENSURE COMPENSATION DOES NOT EXCEED FAIR MARKET VALUE. COUNTY WAGE SURVEYS AND CONSULTANTS ARE USED AS GUIDANCE. THE PROCESS AND DETERMINATION IS DOCUMENTED IN THE BOARD OF DIRECTORS' MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ANNUITIES 21,147.