2020-07-15T12:06:51-05:00 2019-12-31 990 2019-01-01 562289600 Presbyterian Seniorcare Foundation PRES 4128265704 1215 Hulton Road Oakmont PA 15139 Paul M Winkler President 4128266004 2020-07-15 63.131.103.2 2020-07-15 13:06:44 ED P 21A0CECDADFB27117B9753E262021B1595A016D5 F52C8B4B2394BF14868815C13E286D88AA3A9E22 2019 2021-01-29 14:40:06Z Paul M Winkler 1215 Hulton Road Oakmont PA 15139 2709441 0 X www.srcare.org X 2002 PA Fundraising arm of Presbyterian SeniorCare and its tax exempt affiliates.The mission of the Presbyterian SeniorCare Foundation is to support Presbyterian SeniorCare and its tax-exempt affiliates by building relationships and creating a culture that values donors, philanthropy, volunteers, and stewardship.Established on January 25, 1928 in the Commonwealth of Pennsylvania, Presbyterian SeniorCare is a not-for-profit, charitable organization committed to enriching the aging experience through person-centered service and living options. In keeping with the charitable mission of Presbyterian SeniorCare, donors generously contribute gifts that support benevolent care, capital improvements, program enhancements, and an emergency fund for employees in dire need through the Presbyterian SeniorCare Foundation. 12 11 0 10 0 0 1660561 2285581 0 0 200193 150139 34557 13490 1895311 2449210 1081095 2262966 0 0 457671 535299 0 0 831194 362600 295895 1901366 3094160 -6055 -644950 4942091 4733307 591925 725382 4350166 4007925 X To support Presbyterian SeniorCare and its tax-exempt affiliates by building relationships and creating a culture that values donors, philanthropy, volunteers, and stewardship. 0 0 2262966 2262966 All fundraising programs and services are conducted to support the charitable mission of Presbyterian SeniorCare Network and its affiliated tax exempt charitable organizations. Presbyterian SeniorCare Network is the sole member of numerous nonprofit membership corporations that provide a regional system of housing, personal care, Alzheimer's and dementia care, long-term and rehabilitation healthcare, and community services for older adults. Of note are its 28 affordable housing communities serving persons with disabilities and low-income seniors through a service-enriched model that supports aging in place and minimizes the need for institutional care. Presbyterian SeniorCare Network gives back to its local communities and provides charitable care to the seniors it serves in its personal care communities who are no longer able to pay for their care. In 2019 across its regional network, it provided $574,200 in community support and a combined total of $26.5 million in benevolent and uncompensated care, of which benevolent care represented $2.3 million. The Presbyterian SeniorCare Foundation secures financial resources for places, programs and benevolent care, also known as charitable care. Its fundraising programs include special events, solicitations, major gifts as well as annual, memorial and planned giving. Programs are conducted as a comprehensive effort and include benevolent care, resident and staff enrichment, capital projects and capital equipment fundraising. In 2019, the Presbyterian SeniorCare Foundation secured $114,270 in bequests and charitable gift annuities. And our membership in the Anderson Legacy Society, an honor reserved for those who have included Presbyterian SeniorCare Network in their wills or estate plans, grew to 58 members, up by 10 members since 2018.A major 2019 focus also was the completion of the Woodside of Washington capital campaign, which surpassed its goal of $3 million by over $100,000. Woodside Place of Washington is the first free-standing residential community specializing in dementia care in Washington County. Special events held by the Foundation continued to raise much-needed funds for Presbyterian SeniorCare Network. Two major events - Your Holiday Home and the 24th Annual Golf Outing raised $33,512 for Benevolent Care at the Washington Campus and $121,667 for the Woodside Place of Washington Capital Campaign respectively. The 12th Annual Your Holiday Home event was the largest ever, welcoming 435 guests who raised a record amount. To date, the event has raised $257,925 for needs at our Washington campus.2019 also saw the beginning of a new Benevolent Care Fund strategy. We have increased both the number of Cornerstone Society members, those who have supported Presbyterian SeniorCare Network with a leadership gift of $1,000 or more to benevolent or unrestricted support, and the Anderson Legacy Society donors who have made planned gifts by including us in their wills or estate plans, each of the last four years. The Foundation is embarking on a new strategy in earnest in 2020 - that will increase benevolent care funds by $4 million. 2262966 1 1 0 1 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X MICHAEL STOKES 4128266529 1215 HULTON ROAD OAKMONT PA 15139 William M Campbell Director and Chairman 2.00 X 0 0 0 Paul M Winkler Director and President 5.00 X X 0 397091 23731 Doreen E Boyce PhD Director 1.00 X 0 0 0 Sarah F Meyer Director 4.00 X 0 0 0 Ralph W Gilbert Jr Director 1.00 X 0 0 0 The Rev Dr Carolyn J Jones Director 1.00 X 0 0 0 Scott Pipitone Director 1.00 X 0 0 0 Mitchell G Possinger Director 1.00 X 0 0 0 Kim Ravenda Director and Vice Chair 1.00 X 0 0 0 Ted Dufresne Director 1.00 X 0 0 0 Thomas J Uram Director 1.00 X 0 0 0 Louis E Waller Director 1.00 X 0 0 0 Jacqueline S Flanagan Executive Director and Sec 40.00 X 136270 0 10169 J Greg Malisky Tresurer 1.00 X 0 139168 11653 136270 536259 45553 1 0 1 0 Quantified Ventures LLC 1875 Connecticut Ave 10th Floor Washington DC 20009 Bond Financing Services 200246 1 154338 2131243 2285581 118118 118118 202176 170155 32021 32021 32021 103566 154338 90076 13490 13490 2449210 32021 0 131608 2262966 2262966 443057 443057 14658 14658 44042 44042 33542 33542 30000 30000 5000 5000 9250 9250 108582 108582 18440 18440 14892 14892 2477 2477 2000 2000 Purchased Services 73663 73663 Food 21227 21227 Equipment Rental and Ma 7542 7542 Licenses, Dues and Subs 2822 2822 3094160 2262966 0 831194 314795 219607 1640469 1370429 321957 200369 75294 57306 4525 4782 1499311 1678773 1085740 1202041 4942091 4733307 591925 725382 591925 725382 X 1155456 1092427 3194710 2915498 4350166 4007925 4942091 4733307 X -644950 186408 116301 X X 0 1 X 1 0 X X 11 Presbyterian Seniorcare 250969722 10 1 1867972 0 Presbyterian Medical Center of Oak 251469798 10 1 7727 0 Longwood at Oakmont 232605414 10 1 62122 0 Presbyterian Medical Center of Washington 251413291 10 1 3503 0 Bellmead Housing 251380305 10 1 24 0 Presbyterian Homes in the Presbytery of Lake Erie 250979369 10 1 132414 0 Shenango Presbyterian Seniorcare 251189696 10 1 146622 0 Envisage Life 113643210 10 1 250 0 Baden Presbyterian SeniorHousing 311587613 10 1 19487 0 McDonald Presbyterian Senior Housing 251649199 10 1 5000 0 Presbyterian SeniorCare Network 251459478 10 1 17845 0 11 2262966 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 Part IV, Section B, Line 2 All fundraising programs and services are conducted to support the charitable mission of Presbyterian SeniorCare and its affiliated tax exempt charitable organizations. Presbyterian SeniorCare and its affiliates provide housing, personal care and nursing care services to the elderly and handicapped. The foundation has a comprehensive fundraising program including annual, memorial and planned giving, major gifts and special events. Programs are conducted as a comprehensive effort and include benevolent care, resident and staff enrichment, capital projects and capital equipment fundraising. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 45326 0 0 45326 0 Part II-B, Line 1: Contracted with Buchanan Ingersoll & Rooney, PC. for government relation services regarding issues and opportunities that impact the aging services sector. 220000 220000 220000 220000 220000 220000 220000 220000 220000 220000 0 0 0 Beneficial interest in Perpetual Trust 1202041 1202041 X 2635618 186408 186408 2449210 0 2449210 3094160 0 3094160 0 3094160 Part V, Line 4: Used for maintenance of Longwood at Oakmont Health Care Center. Part X, Line 2: Presbyterian Seniorcare Foundation accounts for uncertainty in income taxes by using a recognition threshold of more-likely-than not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. Management determined there were no tax uncertainties that met the recognition threshold in 2018. GOLF OUTING 179353 87793 91560 18630 8364 25248 5444 Autumn Gala - Holiday Home 54035 42029 12006 12041 8482 1 24516 24516 11867 257904 154338 103566 18630 20405 25248 25793 90076 13490 0 Presbyterian Seniorcare 1215 Hulton Road Oakmont PA 15139 250969422 3 1867971 Benevolent Care and Capital Project Longwood at Oakmont 500 Route 909 Verona PA 15147 232605414 3 62122 Capital Project Presbyterian Homes in the Presbytery of Lake Erie 1225 School raod Erie PA 16505 250979369 3 132414 Capital Project Shenango Presbyterian SeniorCare 238 South market Street New Wilmington PA 16142 251189696 3 146622 Capital Project Presbyterian Medical Center of Oakmont 1215 Hulton Road Oakmont PA 15139 251469798 3 7727 Capital Project SeniorCare Network 1215 Hulton Road Oakmont PA 15139 251459478 3 17845 LIFESTYLE ENGAGEMENT BADEN PRESBYTERIAN SENIOR HOUSING 1215 Hulton Road Oakmont PA 15139 311587613 3 19487 LIFESTYLE ENGAGEMENT MCDONALD PRESBYTERIAN SENIOR HOUSING 1215 Hulton Road Oakmont PA 15139 251649199 3 5000 LIFESTYLE ENGAGEMENT 7 1 0 0 0 0 0 0 0 0 0 Paul M Winkler Director and President 0 397091 0 0 0 0 0 11200 0 12531 0 420822 0 0 J Greg Malisky Tresurer 0 139168 0 0 0 0 0 5559 0 6094 0 150821 0 0 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 an 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.appoint and remove directors, 2.appoint and remove the President, and to approve the Chairman of the Board and other officers, 3.coordinate policy and long-range strategic and financial planning, 4.amend the Articles of Incorporation and By-laws, 5.to monitor and audit compliance with the Member's directives and policies, and 6.approve asset transfers. 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 of the Form 990. No review was or will be conducted. 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 governance committee of the sole member, Presbyterian Seniorcare, which then communicates any findings to the Presbyterian SeniorCare Foundation board for any corrective action needed. Form 990, Part VI, Section B, line 15 The sole member of the organization, Presbyterian Seniorcare, has a management compensation policy and philosophy in place. The executive committee's sub-comittee on officers compensation is charged with conducting and monitoring this policy. They utilize compensation data from the CliftonLarsonAllen Consulting Group via the national chapter of the Leading Age Associations - Chief Executives of Multi-Facility Organizations annual leadership compensation survey. This survey includes data from the country's largest non-profit long-term care systems. We benchmark our salaries with peer groups our size within the study, utilizing the 50th percentile as our target goal. All compensation for the CEO, officers and other key employees is approved by the board of directors after review of all information. All other employees are benchmarked against state and local association data. No independent board members are compensated in any way. 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. Form 990, Part XI, line 9: Change in Permanently Restricted 116301. Part XII, Line 2c The organization uses Baker Tilly Virchow Krause, a national firm, as their independent auditor. The sole member, Presbyterian Seniorcare, has an audit committee that meets to review the annual audited financial statement with Baker Tilly Virchow Krause. 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 Baker Tilly Virchow Krause, 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 501(c)(3) Line 11 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 Hope House Corporation 1215 Hulton Road Oakmont PA 15139 251597605 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 Presbyterian Homes of Lake Erie 1225 School Road Erie PA 16505 250979369 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 1889407 Actual Cost