WHITE HORSE VILLAGE INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WHITE HORSE VILLAGE INC (EIN 23-2499121)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-01
- IRS object ID
- 202143059349300014
- Schema version
- 2020v4.1
- 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 D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-01T07:18:11-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232499121 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HORSE VILLAGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 6105585000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 GRADYVILLE RD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK WASSERMAN | PersonNm |
| Person Title | VP OF FINANCE AND CFO | PersonTitleTxt |
| Phone | 6105585000 | PhoneNum |
| Signature | 2021-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | WASSERMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LEN WEISER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 GRADYVILLE RD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $46,421,288 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WHITEHORSEVILLAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | CONTINUING CARE RETIREMENT COMMUNITY WITH A CONTINUUM OF CARE | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 464 | TotalEmployeeCnt |
| Total Volunteers | 225 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,362,423 | PYContributionsGrantsAmt |
| CY Contributions Grants | $934,466 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,793,558 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $38,509,160 | CYProgramServiceRevenueAmt |
| PY Investment Income | $604,490 | PYInvestmentIncomeAmt |
| CY Investment Income | -$99,907 | CYInvestmentIncomeAmt |
| PY Other Revenue | $170,403 | PYOtherRevenueAmt |
| CY Other Revenue | $680,467 | CYOtherRevenueAmt |
| PY Total Revenue | $39,930,874 | PYTotalRevenueAmt |
| CY Total Revenue | $40,024,186 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $278,948 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $15,619,039 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $15,336,639 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $18,998,426 | PYOtherExpensesAmt |
| CY Other Expenses | $20,498,944 | CYOtherExpensesAmt |
| PY Total Expenses | $34,617,465 | PYTotalExpensesAmt |
| CY Total Expenses | $36,114,531 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,313,409 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,909,655 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $128,776,430 | TotalAssetsBOYAmt |
| Total Assets EOY | $135,101,224 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $119,396,584 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $119,796,378 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,379,846 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,304,846 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | WE INTENTIONALLY CREATE OPPORTUNITIES FOR EXTRAORDINARY LIVING IN A VIBRANT, DIVERSE COMMUNITY THROUGH PERSONAL GROWTH, CONNECTEDNESS, AND RELATIONSHIPS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $29,620,170 | ExpenseAmt |
| Grant | $278,948 | GrantAmt |
| Revenue | $38,509,160 | RevenueAmt |
| Desc | LOCATED ON NEARLY ONE HUNDRED ACRES IN NEWTOWN SQUARE, PA, WHITE HORSE VILLAGE OFFERS A BEAUTIFUL, TRANQUIL SETTING SURROUNDED BY URBAN CENTERS AND NEARBY ATTRACTIONS, INCLUDING NEIGHBORING RIDLEY CREEK STATE PARK, LONGWOOD GARDENS, VALLEY FORGE NATIONAL HISTORICAL PARK, KING OF PRUSSIA MALL, AND CENTER CITY PHILADELPHIA. RESIDENTS ENJOY AN ABUNDANCE OF RECREATIONAL OPPORTUNITIES WITH THE CONVENIENCE OF MANY ON-SITE SERVICES, FROM BANKING TO SALON, AT THEIR FINGERTIPS.WHITE HORSE VILLAGE IS AN ACTIVE SENIOR LIVING COMMUNITY OFFERING 331 INDEPENDENT RESIDENCE OPTIONS, AND A TWO-STORY HEALTHCARE CENTER FEATURING 59 PRIVATE SKILLED NURSING ROOMS, 48 PERSONAL CARE SUITES, AND 20 PRIVATE ROOMS IN A MEMORY SUPPORT NEIGHBORHOOD. WE ARE PROGRESSIVE IN OUR THOUGHTS AND ACTIONS AND PASSIONATE ABOUT LEADING THE WAY IN OUR APPROACH TO INNOVATIVE AND SUSTAINABLE LIVING. AS A NONPROFIT ORGANIZATION, WHITE HORSE VILLAGE REINVESTS EARNINGS BACK INTO THE ORGANIZATION TO FURTHER OUR MISSION AND VISION.WHITE HORSE VILLAGE INC. PROVIDES CARE UNDER LIFE CARE CONTRACTS TO APPROXIMATELY 500 ADULTS, ALL OVER THE AGE OF 62. UNDER THESE CONTRACTS, WHITE HORSE VILLAGE INC. PROVIDES HOUSING, MEALS, UTILITIES, MAINTENANCE, AND CERTAIN MEDICAL SERVICES TO THESE RESIDENTS. AS PART OF ITS EFFORTS TO SUPPORT THE SURROUNDING COMMUNITY, WHV HAS INVITED THE RESIDENTS OF A NEIGHBORING 55 AND OVER COMMUNITY TO PARTICIPATE IN WHV'S LIFESTYLE AND EVENTS. WHV COLLECTS A MODEST MONTHLY FEE FROM THE 55 AND OVER COMMUNITY AND IN EXCHANGE, ITS RESIDENTS GAIN ACCESS TO WHV'S WELLNESS PROGRAMS AND OUTPATIENT CLINIC WHERE THEY CAN RECEIVE MEDICAL TREATMENT INCLUDING VACCINATIONS FOR COVID19 AND THE FLU. | Desc |
| Total Program Service Expenses | $29,620,170 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 70 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 464 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK WASSERMAN VP OF FINANCE AND C | PersonNm |
| Phone | 6105585000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 GRADYVILLE RD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SHIRLEY WEAVER | |||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PAMELA L HANSEN | |||||||||
| VICE CHAIR & SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| MICHAEL MAGNAVITA | |||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL BREAULT | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| ROBERT J BRUCE | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| HELENA I CIECHANOWSKI JD | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL HAMMOND | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LOUISE HUMMEL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| DIKRAN KASSABIAN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM KENNEDY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ESTHER R LAURY | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARY LOU MCLAUGHLIN | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| GREGORY NOWELL | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ALBERT M RAYMOND | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN C YOUNG | |||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELEANOR C SMITH | |||||||||
| DIRECTOR (UNTIL 6/20) | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| MELANIE BORK GRAHAM | |||||||||
| VICE CHAIR & SEC'Y (UNTIL 6/20) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LEONARD WEISER | |||||||||
| PRESIDENT/CEO | 39.00 | Yes (X) | $331,210 | $0 | $22,668 | 1.00 | |||
| JENNIFER K SCHILPP | |||||||||
| VP OF FINANCE & CFO (UNTIL 2/20) | 39.00 | Yes (X) | $166,640 | $0 | $3,429 | 1.00 | |||
| MARK WASSERMAN | |||||||||
| VP OF FINANCE & CFO (BEGAN 6/20) | 40.00 | Yes (X) | $114,472 | $0 | $16,236 | ||||
| ROBERT J HIGGINS | |||||||||
| VP PROPERTY & FACILITIES | 40.00 | $202,273 | $0 | $20,535 | Yes (X) | ||||
| TINA BOUKALIS | |||||||||
| VP RESIDENT SERVICES | 40.00 | $185,459 | $0 | $18,950 | Yes (X) | ||||
| SUSAN ABTOUCHE | |||||||||
| VP MISSION ENHANCEMENT | 40.00 | $146,787 | $0 | $17,614 | Yes (X) | ||||
| BRITTANY BROWN | |||||||||
| NURSING HOME ADMINISTRATOR | 40.00 | $134,287 | $0 | $1,144 | Yes (X) | ||||
| MAX ROMULUS | |||||||||
| MANAGER OF IT | 40.00 | $125,541 | $0 | $10,346 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,406,669 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $110,922 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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 |
|---|---|---|---|---|---|
| HOME INSTEAD SENIOR CARE | |||||
| 600 NORTH JACKSON STREET | MEDIA | PA | 19063 | HOME CARE | $1,067,528 |
| JOHN MCALLISTER | |||||
| 129 BEECHWOOD ROAD | NEWTON SQUARE | PA | 19073 | BUILDING CONTRACTOR | $788,820 |
| UNIDINE CORPORATION | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | FOOD SERVICE | $624,375 |
| HERMAN GOLDNER COMPANY INC | |||||
| 7777 BREWSTER AVENUE | PHILADELPHIA | PA | 19153 | MECHANICAL CONSTRUCTION | $562,543 |
| ADVANCED ELECTRICAL SERVICE GROUP | |||||
| 1612 WENDY WAY | GARNET VALLEY | PA | 19060 | ELECTRICAL CONTRACTOR | $480,892 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 18 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $278,948 | RelatedOrganizationsAmt |
| Government Grants | $622,823 | GovernmentGrantsAmt |
| All Other Contributions | $32,695 | AllOtherContributionsAmt |
| Total Contributions | $934,466 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT CARE FEES | 623000 | $22,603,270 | $22,603,270 |
| MEDICAL CARE FEES | 623000 | $8,774,236 | $8,774,236 |
| AMORT OF DEFERRED ENTRY FEES | 623000 | $7,120,605 | $7,120,605 |
| SPRINGTON LAKE REVENUE | 623000 | $11,049 | $11,049 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $38,509,160 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $524,525 | TotalRevenueColumnAmt |
| Exclusion | $524,525 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $24,298 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,014 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,284 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,284 | TotalRevenueColumnAmt |
| Exclusion | $21,284 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,769,656 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,394,088 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$624,432 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$624,432 | TotalRevenueColumnAmt |
| Exclusion | -$624,432 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| INSURANCE PROCEEDS | 900099 | $465,978 | $465,978 |
| CAFE | 900099 | $100,949 | $100,949 |
| NOTARY | 900099 | $25,599 | $25,599 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,657 | TotalRevenueColumnAmt |
| Exclusion | $66,657 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $659,183 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,024,186 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $38,509,160 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $580,560 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,948 | TotalAmt |
| Program Services | $278,948 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,081,872 | TotalAmt |
| Management And General | $1,081,872 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,269,425 | TotalAmt |
| Program Services | $8,983,911 | ProgramServicesAmt |
| Management And General | $1,285,514 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $299,399 | TotalAmt |
| Program Services | $269,489 | ProgramServicesAmt |
| Management And General | $29,910 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,807,226 | TotalAmt |
| Program Services | $2,310,322 | ProgramServicesAmt |
| Management And General | $496,904 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $878,717 | TotalAmt |
| Program Services | $710,981 | ProgramServicesAmt |
| Management And General | $167,736 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,350 | TotalAmt |
| Management And General | $137,350 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,710 | TotalAmt |
| Management And General | $48,710 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,685 | TotalAmt |
| Management And General | $122,685 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,324,995 | TotalAmt |
| Program Services | $1,716,421 | ProgramServicesAmt |
| Management And General | $608,574 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,252 | TotalAmt |
| Program Services | $29,137 | ProgramServicesAmt |
| Management And General | $165,115 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $971,175 | TotalAmt |
| Program Services | $654,125 | ProgramServicesAmt |
| Management And General | $317,050 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,373 | TotalAmt |
| Program Services | $156,836 | ProgramServicesAmt |
| Management And General | $27,537 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,995,032 | TotalAmt |
| Program Services | $2,630,067 | ProgramServicesAmt |
| Management And General | $364,965 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,258 | TotalAmt |
| Program Services | $5,948 | ProgramServicesAmt |
| Management And General | $1,310 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,722,054 | TotalAmt |
| Program Services | $1,549,848 | ProgramServicesAmt |
| Management And General | $172,206 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,658,326 | TotalAmt |
| Program Services | $6,892,493 | ProgramServicesAmt |
| Management And General | $765,833 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,604 | TotalAmt |
| Program Services | $304,744 | ProgramServicesAmt |
| Management And General | $33,860 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $1,325,511 | $1,047,154 | $278,357 |
| SUPPORT SERVICES | $1,098,203 | $1,098,203 | |
| REPAIRS AND MAINTENANCE | $620,641 | $527,944 | $92,697 |
| DRUGS | $243,415 | $243,415 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $506,360 | TotalAmt |
| Program Services | $210,184 | ProgramServicesAmt |
| Management And General | $296,176 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,114,531 | TotalAmt |
| Program Services | $29,620,170 | ProgramServicesAmt |
| Management And General | $6,494,361 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,422,516 | BOYAmt |
| EOY | $30,129 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $14,992,528 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,050,956 | BOYAmt |
| EOY | $885,178 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,365 | BOYAmt |
| EOY | $81,103 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,862,359 | BOYAmt |
| EOY | $796,924 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $161,126,017 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $76,125,444 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,876,063 | BOYAmt |
| EOY | $85,000,573 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,450,171 | BOYAmt |
| EOY | $32,982,959 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $331,830 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,776,430 | BOYAmt |
| EOY | $135,101,224 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,583,276 | BOYAmt |
| EOY | $3,036,990 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,244,112 | BOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,630,072 | BOYAmt |
| EOY | $31,856,442 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,939,124 | BOYAmt |
| EOY | $84,902,946 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,396,584 | BOYAmt |
| EOY | $119,796,378 | 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 | $9,379,846 | BOYAmt |
| EOY | $15,304,846 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,379,846 | BOYAmt |
| EOY | $15,304,846 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,776,430 | BOYAmt |
| EOY | $135,101,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,909,655 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,952,996 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$937,651 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $225,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $300,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,281,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,362,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $934,466 | CurrentTaxYearAmt |
| Total | $5,103,763 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,386,754 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,116,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,043,785 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,793,558 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,509,160 | CurrentTaxYearAmt |
| Total | $177,849,780 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,611,851 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,416,990 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,325,095 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,155,981 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,443,626 | CurrentTaxYearAmt |
| Total | $182,953,543 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $225,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $300,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,281,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,362,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $278,948 | CurrentTaxYearAmt |
| Total | $4,448,245 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $225,097 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $300,467 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,281,310 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,362,423 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $278,948 | CurrentTaxYearAmt |
| Total | $4,448,245 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $178,505,298 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $236,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $402,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $441,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $499,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $426,138 | CurrentTaxYearAmt |
| Total | $2,006,763 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $236,984 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $402,781 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $441,342 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $499,518 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $426,138 | CurrentTaxYearAmt |
| Total | $2,006,763 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $371,333 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,946 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $88,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $97,651 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $659,183 | CurrentTaxYearAmt |
| Total | $1,242,558 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,220,168 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,845,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $38,854,882 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,753,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,528,947 | CurrentTaxYearAmt |
| Total | $186,202,864 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95870 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95980 | PublicSupportPY509Pct |
| Investment Income CY | 0.01080 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | TERMINATIONS - 2020 AMOUNT: $ 23,854. BEAUTY - 2020 AMOUNT: $ 10,052. NOTARY - 2018 AMOUNT: $ 26,530. 2019 AMOUNT: $ 4,803. 2020 AMOUNT: $ 25,599. CATERING - 2018 AMOUNT: $ 35,341. 2019 AMOUNT: $ 68,443. 2020 AMOUNT: $ 14,028. CAFE - 2020 AMOUNT: $ 100,949. MISCELLANEOUS - 2016 AMOUNT: $ 371,333. 2017 AMOUNT: $ 25,946. 2018 AMOUNT: $ 13,971. 2019 AMOUNT: $ 9,209. 2020 AMOUNT: $ 4,224. LAUNDRY - 2020 AMOUNT: $ 11,287. TRANSPORTATION - 2020 AMOUNT: $ 3,212. REIMBURSEMENTS - 2018 AMOUNT: $ 12,603. 2019 AMOUNT: $ 15,196. INSURANCE PROCEEDS - 2020 AMOUNT: $ 465,978. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,818,778 | BeginningYearBalanceAmt |
| Contributions | $699,075 | ContributionsAmt |
| Investment Earnings Or Losses | $791,947 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $285,248 | GrantsOrScholarshipsAmt |
| Other Expenditures | $55,429 | OtherExpendituresAmt |
| End Year Balance | $4,969,123 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,043,870 | BeginningYearBalanceAmt |
| Contributions | $79,050 | ContributionsAmt |
| Investment Earnings Or Losses | $1,058,281 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,359,523 | GrantsOrScholarshipsAmt |
| Other Expenditures | $2,900 | OtherExpendituresAmt |
| End Year Balance | $3,818,778 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,453,942 | BeginningYearBalanceAmt |
| Contributions | $71,674 | ContributionsAmt |
| Investment Earnings Or Losses | $200,436 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,271,162 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,148 | OtherExpendituresAmt |
| End Year Balance | $4,444,742 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,065,545 | BeginningYearBalanceAmt |
| Contributions | $3,106,075 | ContributionsAmt |
| Investment Earnings Or Losses | $582,789 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $300,467 | GrantsOrScholarshipsAmt |
| End Year Balance | $6,453,942 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,746,822 | BeginningYearBalanceAmt |
| Contributions | $109,411 | ContributionsAmt |
| Investment Earnings Or Losses | $22,054 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $225,097 | GrantsOrScholarshipsAmt |
| Other Expenditures | $212,355 | OtherExpendituresAmt |
| End Year Balance | $2,440,835 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.89800 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,656,012 | OtherCostOrOtherBasisAmt |
| Book Value | $6,656,012 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $145,483,170 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,555,630 | DepreciationAmt |
| Book Value | $72,927,540 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,785,497 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,569,814 | DepreciationAmt |
| Book Value | $5,215,683 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $201,338 | OtherCostOrOtherBasisAmt |
| Book Value | $201,338 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $85,000,573 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE DEPOSITS | $789,380 |
| FV OF INTEREST RATE SWAP AGREEMENT | $6,903,217 |
| DEFERRED REVENUE FROM ENTRANCE FEES | $53,597,160 |
| REFUNDABLE ENTRANCE FEES | $23,613,189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $84,902,946 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $41,919,860 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,952,996 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,060,336 | OtherRevenueAmt |
| Revenue Not Reported | $1,892,660 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,027,200 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$3,014 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$3,014 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,024,186 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $35,994,860 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $3,014 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,014 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,991,846 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $122,685 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $122,685 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $36,114,531 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND HAS THREE PRINCIPAL USES: (1) RESIDENT RESERVE FUND - TO PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS IN NEED, (2) CAMPUS IMPROVEMENT FUND - TO PROVIDE FACILITY IMPROVEMENTS, FURNISHINGS, AND EQUIPMENT FOR THE BENEFIT OF RESIDENTS OF THE COMMUNITY, AND 3) TO PROVIDE ASSISTANCE TO TEAM MEMBERS TO FURTHER THEIR EDUCATION AND TO THANK DEDICATED TEAM MEMBERS. IN ADDITION, THE ENDOWMENT FUND MAINTAINS AN UNRESTRICTED DISCRETIONARY FUND TO ACCOUNT FOR ALL RESOURCES WHICH THE ENDOWMENT FUND BOARD OF TRUSTEES HAS CONTROL TO USE IN PROVIDING BENEFITS FOR RESIDENTS OF THE COMMUNITY WITHIN THE SCOPE OF THE CORPORATION'S TAX-EXEMPT STATUS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN FV OF INTEREST RATE SWAP -937,651. INVESTMENT MANAGEMENT -122,685. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -3,014. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 3,014. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVEST MANAGEMENT FEES 122,685. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| RESIDENT ASSISTANCE | 6 | $245,241 |
| SCHOLARSHIPS | 19 | $33,707 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | RESIDENT ASSISTANCE: RESIDENTS MAY APPLY FOR ASSISTANCE BY FILLING OUT AN APPLICATION AND PROVIDING DOCUMENTATION TO SUPPORT THEIR REQUEST. THE CFO GATHERS THE INFORMATION AND PROVIDES REDACTED DOCUMENTS TO THE COMMITTEE IN CHARGE OF MAKING DECISIONS FOR RESIDENT ASSISTANCE. THE COMMITTEE CONSISTS OF THE VP OF OPERATIONS AND SEVERAL ENDOWMENT FUND BOARD MEMBERS. ALL DECISIONS ARE MADE BLINDLY - NO RESIDENT NAMES ARE USED TO ENSURE FAIR AND UNBIASED DECISIONS. SCHOLARSHIPS: EMPLOYEES MAY APPLY FOR EDUCATIONAL SCHOLARSHIPS BY FILLING OUT AN APPLICATION. A COMMITTEE CONSISTING OF TEAM MEMBERS AND RESIDENTS MAKE THESE DECISIONS. THE APPLICANTS MUST HAVE BEEN WORKING FOR WHITE HORSE VILLAGE FOR AT LEAST 6 MONTHS AT THE TIME OF APPLYING. THEY MUST PASS THEIR COURSES AND BE A TEAM MEMBER WHEN THE SCHOLARSHIP IS DISSEMINATED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LEONARD WEISER | ||||||||||||||
| PRESIDENT/CEO | $286,698 | $0 | $38,512 | $0 | $6,000 | $0 | $6,367 | $0 | $16,301 | $0 | $353,878 | $0 | $0 | $0 |
| ROBERT J HIGGINS | ||||||||||||||
| VP PROPERTY & FACILITIES | $181,799 | $0 | $20,474 | $0 | $0 | $0 | $10,067 | $0 | $10,468 | $0 | $222,808 | $0 | $0 | $0 |
| TINA BOUKALIS | ||||||||||||||
| VP RESIDENT SERVICES | $166,751 | $0 | $18,708 | $0 | $0 | $0 | $9,202 | $0 | $9,748 | $0 | $204,409 | $0 | $0 | $0 |
| JENNIFER K SCHILPP | ||||||||||||||
| VP OF FINANCE & CFO (UNTIL 2/20) | $61,324 | $0 | $15,316 | $0 | $90,000 | $0 | $1,665 | $0 | $1,764 | $0 | $170,069 | $0 | $0 | $0 |
| SUSAN ABTOUCHE | ||||||||||||||
| VP MISSION ENHANCEMENT | $133,287 | $0 | $13,500 | $0 | $0 | $0 | $5,741 | $0 | $11,873 | $0 | $164,401 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | JENNIFER SCHILPP, THE FORMER VP OF FINANCE AND CFO, DEPARTED THE ORGANIZATION IN FEBRUARY 2020. HER SEVERANCE WAS ISSUED AS NORMAL BI-WEEKLY PAYCHECKS UNTIL MID-JULY 2020. |
| PART I, LINE 7 | THE INCENTIVE AWARD FITS THE IRS DEFINITION OF NON-FIXED PAYMENT. THE INCENTIVE AWARD IS INCLUDED IN EACH EMPLOYEE'S W-2 COMPENSATION. INCENTIVE AWARD PARAMETERS ARE APPROVED BY THE GOVERNANCE COMMITTEE ANNUALLY. FOR ALL PERFORMANCE INCENTIVES OTHER THAN THE PRESIDNET/CEO'S, THE PRESIDENT/CEO WILL BE CONSULTED AS PART OF THE EVALUATION PROCESS. INCENTIVE AWARDS WILL BE GRANTED WHEN PERFORMANCE MEETS ESTABLISHED GOALS. NO AWARDS WILL BE PAID IF BASE THRESHOLD PERFORMANCE LEVELS ARE NOT ACHIEVED. THE FOLLOWING EMPLOYEES LISTED ON FORM 990, PART VIII, SECTION A RECEIVED AN INCETIVE AWARD IN 2020. LEONARD WEISER, PRESIDENT/CEO - $38,512 ROBERT J. HIGGINS, VP PROPERTY/FACILITIES - $20,474 TINA BOUKALIS, VP RESIDENT SERVICES - $ 18,708 SUSAN ABTOUCHE, VP MISSION ENHANCEMENT - $13,500 JENNIFER K. SCHLIPP, VP FINANCE - $15,316 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| DELAWARE COUNTY AUTHORITY | ||||||||
| A | 231973437 | 245913HH4 | 2006-05-17 | $4,865,000 | REFUND OF PRIOR ISSUE | 0 | 0 | 0 |
| DELAWARE COUNTY AUTHORITY | ||||||||
| B | 231973437 | 245913HJ0 | 2006-05-17 | $35,795,000 | FUND EXPANSION, RENOVATION | 0 | 0 | 0 |
| DELAWARE COUNTY AUTHORITY | ||||||||
| C | 231973437 | 245913JD1 | 2008-05-09 | $11,000,000 | FUND EXPANSION, RENOVATION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | RetiredRetiredAmt | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,865,000 | $40,554 | $4,190 | $4,143 | $4,816,113 | 2006 | 0 | Yes (1) | Yes (1) | Yes (1) | ||
| B | $35,795,000 | $295,819 | $30,826 | $28,575,261 | 2006 | Yes (1) | 0 | Yes (1) | Yes (1) | $19,551,667 | $6,893,094 | |
| C | $11,000,000 | $188,620 | $48,669 | 2010 | 0 | 0 | Yes (1) | Yes (1) | $10,762,711 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | |||||||||||
| A | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| (no name) | |||||||||||
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| VARIOUS | |||||||||||
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN IT IS REVIEWED BY THE MANAGEMENT AND THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL WHITE HORSE VILLAGE TEAM MEMBERS, INCLUDING BUT NOT LIMITED TO OFFICERS, KEY EMPLOYEES, AND MEMBERS OF THE BOARD OF DIRECTORS, HAVE AN OBLIGATION TO CONDUCT BUSINESS WITHIN GUIDELINES THAT PROHIBIT ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THIS POLICY IS ESTABLISHED TO ENSURE THAT RESIDENT CARE/SERVICES AND BUSINESS ACTIVITIES ARE CONDUCTED IN AN OBJECTIVE MANNER AND ARE NOT MOTIVATED BY DESIRE FOR PERSONAL OR FINANCIAL GAIN. ACTUAL OR POTENTIAL CONFLICTS OF INTEREST MUST BE DISCLOSED TO APPROPRIATE MANAGEMENT PERSONNEL, HUMAN RESOURCES AND/OR THE COMPLIANCE OFFICER OR DESIGNEE. TEAM MEMBERS MUST SEEK GUIDANCE AND APPROVAL FROM COMPLIANCE OFFICER AND/OR PRESIDENT/CEO BEFORE PURSUING ANY BUSINESS OR PERSONAL ACTIVITY THAT MAY CONSTITUTE A CONFLICT OF INTEREST. THE BOARD OF DIRECTORS AND MEMBERS OF MANAGEMENT WILL SIGN THE CONFLICT OF INTEREST SIGNATURE PAGE ANNUALLY. THE POLICY EXPRESSLY MENTIONS FAMILY AND BUSINESS RELATIONSHIPS AS POTENTIAL SOURCES OF CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | ALL OFFICER AND KEY EMPLOYEE COMPENSATION REVIEWS ARE COMPLETED USING THREE DIFFERENT WAGE SURVEYS, OTHER FORM 990'S OF SIMILAR ORGANIZATIONS AND INDEPENDENT CONSULTANT REPORTS. THE BOARD'S GOVERNANCE COMMITTEE REVIEWS COMPENSATION OF THE PRESIDENT/CEO. THE PRESIDENT/CEO REVIEWS COMPENSATION FOR OTHER PAID OFFICERS AND KEY EMPLOYEES AND SHARES THAT INFORMATION WITH THE BOARD GOVERNANCE COMMITTEE FOR ITS REVIEW AND APPROVAL. ALL OFFICER AND KEY EMPLOYEE COMPENSATION REVIEW DELIBERATIONS AND FINAL DETERMINATIONS ARE TIMELY DOCUMENTED AS PART OF COMMITTEE MINUTES AND RESPECTIVE EMPLOYEE FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FV OF INTEREST RATE SWAP -937,651. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HORSE VILLAGE ENDOWMENT FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 535 GRADYVILLE RD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232738045 | EIN |
| Primary Activities | SUPPORT WHITE HORSE VILLAGE, INC. AND ITS RESIDENTS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HORSE VILLAGE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | Yes (1) | 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 | Yes (1) | 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 |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHITE HORSE VILLAGE ENDOWMENT FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $278,948 | InvolvedAmt |
| Method Of Amount Determination | CASH TRANSFER | MethodOfAmountDeterminationTxt |