MORNINGSTAR SENIOR LIVING INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- MORNINGSTAR SENIOR LIVING INC (EIN 22-2717623)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-06-03
- IRS object ID
- 202021559349300717
- Schema version
- 2018v3.1
- 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 C
- Schedule D
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-03T11:54:00-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | 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 VIRCHOW KRAUSE 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 | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222717623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORNINGSTAR SENIOR LIVING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORN | BusinessNameControlTxt |
| Phone | 6107461000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 WEST NORTH STREET | AddressLine1Txt |
| City | NAZARETH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 180641410 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER T HUNT | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 6107461000 | PhoneNum |
| Signature | 2020-06-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 73.187.220.225 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-06-01 | IPDt |
| IP Tm | 12:02:33 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BF90B4BE16E9AE312C0D8383967EBAED4A365E8B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN C DRABIC | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 WEST NORTH STREET | AddressLine1Txt |
| City | NAZARETH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 180641410 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $32,287,405 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MORNINGSTARSENIORLIVING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | MORNINGSTAR SENIOR LIVING PROVIDES HOUSING AND SUPPORTIVE SERVICES TO OLDER ADULTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 518 | TotalEmployeeCnt |
| Total Volunteers | 236 | TotalVolunteersCnt |
| Total Gross UBI | $33,653 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $194,832 | PYContributionsGrantsAmt |
| CY Contributions Grants | $244,119 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,729,985 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $21,927,622 | CYProgramServiceRevenueAmt |
| PY Investment Income | $761,416 | PYInvestmentIncomeAmt |
| CY Investment Income | $488,776 | CYInvestmentIncomeAmt |
| PY Other Revenue | $447,925 | PYOtherRevenueAmt |
| CY Other Revenue | $425,390 | CYOtherRevenueAmt |
| PY Total Revenue | $22,134,158 | PYTotalRevenueAmt |
| CY Total Revenue | $23,085,907 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $13,323,412 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,821,257 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $107,021 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,509,475 | PYOtherExpensesAmt |
| CY Other Expenses | $10,393,291 | CYOtherExpensesAmt |
| PY Total Expenses | $22,832,887 | PYTotalExpensesAmt |
| CY Total Expenses | $24,214,548 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$698,729 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,128,641 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $69,741,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $76,510,510 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $62,569,051 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,724,250 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,172,450 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,786,260 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MORNINGSTAR SENIOR LIVING HONORS THE UNIQUE VALUE OF OLDER ADULTS BY PROVIDING LIFESTYLE CHOICES, SUPPORTIVE SERVICES AND SECURITY TO ENRICH THE JOURNEY OF AGING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,870,803 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,833,589 | RevenueAmt |
| Desc | THE MORAVIAN HALL SQUARE HEALTH AND WELLNESS CENTER IS A 61 BED LICENSED NURSING CARE FACILITY. TWENTY-FIVE ROOMS ARE PRIVATE AND EIGHTEEN ROOMS ARE SHARED, TWO PERSON SUITES. ALL BEDS ARE DUALLY CERTIFIED TO PARTICIPATE IN MEDICARE AND MEDICAID PROGRAMS. FOR SERVICES RENDERED, THE NURSING CARE CENTER ACCEPTS PRIVATE FUNDS AS WELL AS REIMBURSEMENT FROM LONG-TERM CARE INSURANCE PLANS AND PRE-CONTRACTED HEALTH MAINTENANCE ORGANIZATIONS. THE STAFF IS COMPRISED OF SKILLED PROFESSIONALS WHO PROVIDE A FULL RANGE OF RESIDENT SUPPORT SERVICES INCLUDING NURSING ACTIVITIES, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES, SOCIAL SERVICES, SPIRITUAL COUNSELING, AND DINING SERVICES. MEALS AND SNACKS ARE PLANNED TO ASSURE NUTRITIONAL BALANCE AND DIVERSITY. ALL MENUS ARE PUBLISHED IN ADVANCE, ALLOWING RESIDENTS TO MAKE SELECTIONS FROM A VARIETY OF MENU CHOICES. A REGISTERED DIETICIAN IS AVAILABLE TO ADDRESS THE SPECIFIC NEEDS OF INDIVIDUALS WHO REQUIRE SPECIAL DIETS OR OTHER SPECIAL DIETARY ACCOMMODATIONS.RECREATIONAL AND THERAPEUTIC PROGRAMS HELP TO ENRICH THE LIVES OF NURSING CARE RESIDENTS. A VARIED CALENDAR OF ACTIVITIES INCLUDES: LECTURES, FILMS, TRAVELOGUES, EXERCISE CLASSES, ARTS AND CRAFTS, WORD AND BOARD GAMES, MEMORY IMPAIRED ACTIVITIES, MUSICAL PERFORMANCES, HOLIDAY CELEBRATIONS, AND CHAPEL SERVICES. A CHAPLAIN IS AVAILABLE FULL TIME TO MEET RESIDENTS' SPIRITUAL NEEDS THROUGH INDIVIDUAL COUNSELING AND SPIRITUAL PROGRAMMING. SOCIAL WORKERS ARE AVAILABLE TO ASSIST EACH RESIDENT AND HIS/HER FAMILY OR RESPONSIBLE PARTY IN ALL ASPECTS OF ADMISSION, MEDICAL CARE ARRANGEMENTS, FINANCIAL PLANNING AND REFERRALS TO EXTERNAL PROFESSIONALS AND PRACTITIONERS. AN INDIVIDUALIZED CARE PLAN FOR EACH RESIDENT IS DEVELOPED WITH INPUT FROM ALL MEMBERS OF THE CARE GIVING TEAM, INCLUDING THE RESIDENT AND FAMILY MEMBERS. THE ATTENDING PHYSICIAN, PROFESSIONAL NURSES, NURSING ASSISTANTS, SOCIAL WORKERS, THERAPISTS, DIETICIANS, FAMILY MEMBERS, AND RESIDENTS ALL WORK TOGETHER TO CREATE SHORT AND LONG TERM GOALS TO HELP EACH RESIDENT ACHIEVE MAXIMUM POTENTIAL AND QUALITY OF LIFE.MORNINGSTAR SENIOR LIVING PROVIDED NURSING CARE AND SUPPORT SERVICES (INCLUDING THERAPEUTIC SERVICES) FOR AN AVERAGE OF 56 RESIDENTS PER MONTH.THE CENTERS FOR MEDICARE AND MEDICAID (CMS) RATE THE QUALITY OF EVERY LICENSED NURSING HOME IN THE COUNTRY AND HAVE GIVEN THE HEALTH & WELLNESS CENTER AT MORAVIAN HALL SQUARE THE HIGHEST POSSIBLE RATING: 5 STARS. MORAVIAN HALL SQUARE IS ALSO THE ONLY CONTINUING CARE RETIREMENT COMMUNITY IN THE LEHIGH VALLEY REGION THAT HAS BEEN ACCREDITED BY THE COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES (CARF). ACCREDITATION FROM CARF IS THE GOLDEN SEAL SIGNIFYING THE HIGHEST STANDARDS FOR QUALITY CARE AND SERVICE HAVE BEEN ACHIEVED. THERE ARE THOUSANDS OF CONTINUING CARE RETIREMENT COMMUNITIES IN THE UNITED STATES BUT ONLY ONE IN LEHIGH VALLEY, PA HAS BEEN ACCREDITED BY CARF. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,231,033 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,104,170 | RevenueAmt |
| Desc | MORNINGSTAR SENIOR LIVING PROVIDES THREE DIFFERENT STYLES OF PERSONAL CARE ON ITS CAMPUS. LICENSED AS PERSONAL CARE BY THE COMMONWEALTH OF PENNSYLVANIA, MORNINGSTAR SENIOR LIVING OFFERS 28 PERSONAL CARE APARTMENTS; 33 PERSONAL CARE SUITES; AND 25 PERSONAL CARE PRIVATE ROOMS LICENSED FOR SPECIALIZED DEMENTIA CARE. ALL THREE AREAS ARE HOUSED IN THREE INTER-CONNECTED BUILDINGS.IN ALL THREE PERSONAL CARE AREAS, TRAINED PERSONAL CARE ASSISTANTS AND LICENSED NURSES ARE ON DUTY 24 HOURS PER DAY, 7 DAYS PER WEEK. ADDITIONALLY, IN ALL PERSONAL CARE LIVING AREAS, RESIDENTS, FAMILIES, AND RESPONSIBLE PARTIES ARE ENCOURAGED TO PARTICIPATE IN THE DEVELOPMENT OF A COMPREHENSIVE PLAN OF CARE. THIS PLAN IS ALSO REVIEWED BY THE RESIDENT'S ATTENDING PHYSICIAN AND PRIMARILY CONSISTS OF MEDICAL, FUNCTIONAL, REHABILITATIVE, NUTRITIONAL, AND PSYCHO-SOCIAL GOALS WHICH THE RESIDENT, FAMILY AND STAFF AGREE TO PURSUE TOGETHER WITH THE INTENT OF PROMOTING INDEPENDENCE AND BENEFITING QUALITY OF LIFE.MORNINGSTAR HALL PERSONAL CARE APARTMENTS ARE COMPRISED OF 24 ONE-BEDROOM UNITS, 2 STUDIOS AND 2 TWO BEDROOM UNITS. THE MORNINGSTAR HALL PERSONAL CARE APARTMENT FEATURES INCLUDE: BATH (FULL SIZE WITH WALK-IN SHOWER) CLOSET (LARGE WALK IN); ADDITIONAL COAT AND LINEN CLOSETS DRAPERIES (SHEER DRAPERIES WITH DOUBLE TRAVERSE RODS) EMERGENCY NURSE CALL SYSTEM INDIVIDUALLY-CONTROLLED HEATING AND AIR CONDITIONING KITCHEN (TEA) WITH MICROWAVE OVEN AND REFRIGERATORBETHANY HOUSE, WHICH IS COMPRISED OF 33 SUITES, PROVIDES A "TRADITIONAL" PERSONAL CARE ROOM WHERE ASSISTANCE IS AVAILABLE FROM LICENSED NURSES AND PERSONAL CARE ASSISTANTS FOR ACTIVITIES OF DAILY LIVING SUCH AS MEDICATION ADMINISTRATION, BATHING, DRESSING AND ALL MEALS. RESIDENTS MAY COME AND GO AS THEY PLEASE AND ARE ENCOURAGED TO CONTINUE PARTICIPATING IN OUTSIDE ACTIVITIES AS HEALTH ALLOWS. WITHIN BETHANY HOUSE THERE IS A MULTITUDE OF DAILY, WEEKLY AND MONTHLY PROGRAMS AND EVENTS WHICH MAY INTEREST RESIDENTS FROM COMPUTER CLASSES TO MASSAGE THERAPY. THE MORAVIAN HALL SQUARE CAMPUS PROVIDES MANY AMENITIES INCLUDING: LIBRARY/READING ROOM, CAFE, GIFT SHOP, COMPUTER ROOM, FITNESS AND EXERCISE FACILITIES, HOBBY AND WOODWORKING SHOPS, OUTDOOR PATIOS FOR RELAXING AND DINING, AND A HANDICAPPED ACCESSIBLE NATURE TRAIL. GALILEE HOUSE PROVIDES A HOMELIKE, SECURE RESIDENTIAL ENVIRONMENT DESIGNED FOR INDIVIDUALS WITH EARLY TO MIDDLE STAGE ALZHEIMER'S DISEASE OR RELATED DEMENTIAS. THE LIVING AREAS AND PROGRAMS SUPPORT EACH RESIDENT'S CURRENT CAPABILITIES WHILE ADDING ADVANTAGES SUCH AS PERSONALIZED ASSISTANCE FROM EXPERIENCED CAREGIVERS, AROUND-THE-CLOCK MEDICAL SUPPORT AND EMERGENCY RESPONSE, AND THE REASSURANCE OF SAFE COMMUNITY LIVING. A MONTESSORI-LIKE APPROACH TO PROVIDING LIFE-REFLECTING AND FAMILIAR ACTIVITIES AND TASKS DESIGNED TO PROMOTE STIMULATION AND SELF-WORTH HAS SERVED AS THE DRIVING FORCE IN THE UNIQUE BUILDING DESIGN AND THE CORE ELEMENTS OF THE GALILEE HOUSE "REFLECTIONS PROGRAM". THE PROGRAM IS DESIGNED TO ESTABLISH NURTURING RELATIONSHIPS AMONG RESIDENTS, FAMILIES, CAREGIVERS, PHYSICIANS AND THE COMMUNITY IN A SYMBIOTIC, CALM ENVIRONMENT. THE BUILDING IS DESIGNED TO PROMOTE A LIFE ENRICHING ENVIRONMENT IN TWO NEIGHBORHOODS WITH A TOTAL OF 25 PRIVATE SUITES. SOME OF THESE FEATURES ARE: ENCLOSED LANDSCAPED COURTYARD WITH WALKING PATH FOR ENJOYING FRESH AIR AND NATURAL SURROUNDINGS ENRICHMENT ALCOVES FOR SELF-DIRECTED ACTIVITIES LARGE WINDOWS AND SKYLIGHTS FOR ABUNDANT NATURAL LIGHT PERSONAL MEMORY BOXES FOR REMINISCING WITH STAFF, FAMILY AND FRIENDS SOOTHING COLORS, TACTILE DECORATIONS AND FURNISHINGS FOR VISUAL CUEING AND ORIENTATIONMORNINGSTAR SENIOR LIVING PROVIDED PERSONAL CARE SUPPORTIVE SERVICES, INCLUDING SPECIALIZED DEMENTIA ACCOMMODATIONS, IN A SAFE AND SUPERVISED LIVING ENVIRONMENT FOR AN AVERAGE OF 75 RESIDENTS PER MONTH. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,130,776 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,989,863 | RevenueAmt |
| Desc | RESIDENTIAL LIVING ACCOMMODATIONS ON THE MORAVIAN HALL SQUARE CAMPUS INCLUDE 127 APARTMENTS, 4 TOWNHOMES AND 2 COTTAGES. THE RESIDENTIAL LIVING APARTMENTS ARE LOCATED IN THREE CONNECTED BUILDINGS, EACH FOUR STORIES HIGH. THERE ARE THREE BASIC SIZES OF RESIDENTIAL LIVING APARTMENTS: STUDIO, ONE-BEDROOM, AND TWO-BEDROOM. THE 128 APARTMENTS ARE COMPRISED OF 44 ONE-BEDROOM UNITS, 56 TWO-BEDROOM UNITS, 12 STUDIOS, AND 16 CUSTOM APARTMENTS. THESE APARTMENTS RANGE IN SIZE FROM 430 SQUARE FEET TO OVER 1,200 SQUARE FEET. THE RESIDENTIAL APARTMENTS AND THE HEALTH CARE AREAS ARE HOUSED IN INTER-CONNECTED BUILDINGS WHERE MANY COMFORTABLE COMMON SPACES AND RECREATIONAL SPACES ARE LOCATED. SEVERAL FLOORS HAVE LAUNDRY ROOMS WITH FULL-SIZE WASHERS AND DRYERS ALTHOUGH EACH INDIVIDUAL APARTMENT UNIT MAY ALSO HAVE ITS OWN WASHER/DRYER UNIT. THE RESIDENTIAL ENTRANCES HAVE ELECTRONICALLY-SECURED FRONT DOORS WHICH ARE ACCESSIBLE BY CODE OR ELECTRONIC KEY FOBS. THE MORAVIAN TOWNSTONE RESIDENTIAL BUILDING AT 117 WEST NORTH STREET IS A CONTIGUOUS PROPERTY TO THE MORAVIAN HALL SQUARE CAMPUS. THE MORAVIAN TOWNSTONE BUILDING HOUSES FOUR, TWO-BEDROOM RESIDENCES. THREE OF THE FOUR UNITS ARE CURRENTLY OCCUPIED; THE FOURTH IS BEING USED AS A MODEL. THE TOWNSTONE BUILDING INCLUDES TWO STORIES ABOVE GROUND OF RESIDENTIAL LIVING SPACE ALONG WITH A BASEMENT LEVEL BELOW GRADE FOR GARAGES AND STORAGE. THERE ARE TWO RESIDENCES PER FLOOR, WITH EACH UNIT CONSISTING OF APPROXIMATELY 1500 SQUARE FEET OF LIVABLE SPACE. EACH UNIT INCLUDES TWO BEDROOMS, TWO BATHS, KITCHEN, LIVING ROOM, LAUNDRY/STORAGE ROOM, AND EITHER A COVERED PATIO OR BALCONY ALL ON THE SAME LEVEL. THE BASEMENT LEVEL BELOW THE TWO RESIDENTIAL FLOORS INCLUDES A SINGLE CAR GARAGE FOR EACH UNIT AS WELL AS ADDITIONAL STORAGE SPACE FOR EACH DWELLING.TWO TWIN COTTAGE UNITS LOCATED ON THE MORAVIAN HALL SQUARE CAMPUS, CALLED THE CANTERBURY AND THE WARWICK, WERE COMPLETED IN SEPTEMBER 2014. FLOOR PLANS FOR BOTH TWIN COTTAGES INCLUDE 2 BEDROOMS, 2 FULL BATHROOMS, LIVING ROOM, DINING AREA, KITCHEN, COVERED PATIO, COVERED DECK AND GARAGE. ALL APPLIANCES FOR THE KITCHEN AND LAUNDRY ARE PROVIDED. THE WARWICK COTTAGE AT MORAVIAN HALL SQUARE HAS APPROXIMATELY 2,093 SQUARE FEET OF LIVING SPACE ON ITS MAIN LEVEL, AND A WALK-OUT BASEMENT SPACE OF 1,600 SQUARE FEET THAT CAN BE FINISHED FOR ADDITIONAL LIVING SPACE, OR USED FOR STORAGE SPACE. THE WARWICK TWIN COTTAGE ALSO HAS A FINISHED SECOND FLOOR LOFT AREA OF 900 SQUARE FEET. THE WARWICK TWIN COTTAGE, LOCATED AT 303 WEST NORTH STREET, IS OCCUPIED BY RESIDENTS.THE CANTERBURY COTTAGE HAS APPROXIMATELY 1,900 SQUARE FEET OF LIVING SPACE ON ITS MAIN FLOOR AND A WALK-OUT BASEMENT OF 1,600 SQUARE FEET THAT CAN BE IMPROVED AS ADDITIONAL LIVING SPACE, OR USED FOR STORAGE. THIS COTTAGE, LOCATED AT 301 WEST NORTH STREET, IS CURRENTLY BEING USED AS THE SALES CENTER FOR HERITAGE VILLAGE.DINING VENUES AVAILABLE TO THOSE WHO LIVE IN THESE COTTAGES OR IN THE TOWNSTONES INCLUDE THE ROSE INN RESTAURANT, THE TERRACE LOUNGE, AND THE GOOD SPIRIT CAFE. THE ROSE INN RESTAURANT SERVES DINNER SUNDAY THROUGH SATURDAY. THE TERRACE LOUNGE PROVIDES A RELAXED UPSCALE LUNCH DURING THE WEEK. THE GOOD SPIRIT CAFE IS ALSO AVAILABLE WHERE BREAKFAST, LUNCH AND DINNER ARE OFFERED THROUGH A CHOICE OF MEAL PLANS OR ITEMS CHARGED A LA CARTE.TWO TYPES OF RESIDENTIAL LIVING PLANS ARE OFFERED FOR RESIDENTIAL LIVING IN APARTMENT, TOWNHOME AND COTTAGE ACCOMMODATIONS ON THE MORAVIAN HALL SQUARE CAMPUS: FEE-FOR-SERVICE AND LIFE CARE (ALSO KNOWN AS TYPE C AND TYPE A CONTRACTS). THE FINANCIAL COMPONENTS FOR BOTH PLANS INCLUDE AN ENTRANCE FEE AND A MONTHLY FEE. THE FEE-FOR-SERVICE PLAN IS IDEAL FOR RESIDENTS WHO HAVE A LONG-TERM CARE INSURANCE POLICY, OR FOR RESIDENTS WHO CAN SELF-INSURE AND ARE WILLING TO PAY THE GOING RATES ASSOCIATED WITH HEALTH CARE ACCOMMODATIONS, IF AND WHEN THEY NEED THEM. THE LIFE CARE PLAN PROVIDES FULL COVERAGE FOR NURSING CARE AND PERSONAL CARE SERVICES AND ACCOMMODATIONS WITHOUT INCREASE TO THE MONTHLY RATE THE RESIDENT IS PAYING FOR HIS/HER RESIDENTIAL LIVING ACCOMMODATION. BOTH PLANS OFFER TWO (2) REFUND OPTIONS: DECLINING REFUND OPTION (AMORTIZATION OF ENTRANCE FEE OVER FIFTY (50) MONTHS); AND 75% REFUND OPTION (GUARANTEED REFUND UPON DEATH OR MOVE-OUT). ALL UTILITIES ARE BUNDLED IN THE MONTHLY FEE FOR BOTH FEE-FOR-SERVICE AND LIFE CARE PLANS.MORNINGSTAR SENIOR LIVING'S APARTMENT AND HERITAGE VILLAGE RESIDENTS ARE PROVIDED WITH A CONTINUING CARE CONTRACT AGREEMENT GIVING THEM THE FINANCIAL SECURITY THAT THEIR FUTURE HEALTHCARE NEEDS WILL BE MET. THE COMMUNITY PROVIDED ACCOMMODATIONS AND SUPPORTIVE SERVICES FOR AN AVERAGE OF 178 RESIDENTS PER MONTH. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE CORPORATION PROVIDES CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE THE CORPORATION DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUES. THE LEVEL OF BENEVOLENT CARE PROVIDED BY THE CORPORATION, WHICH REPRESENTS THE DIFFERENCE BETWEEN THE ESTIMATED COST OF PROVIDING CARE AND THE PAYMENTS RECEIVED FOR SERVICES RENDERED, WAS APPROXIMATELY $356,000 IN 2019 AND $269,000 IN 2018. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $19,232,612 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | 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 With Officer Ent | Yes (1) | BusinessRlnWithOfficerEntInd |
| 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 83 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 518 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | 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 | CHRISTOPHER T HUNT CFO | PersonNm |
| Phone | 6107461000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 WEST NORTH STREET | AddressLine1Txt |
| City | NAZARETH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 180641410 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| BARBARA SEIFERT-SIGMON | ||||||||
| CHAIR | 1.00 | 0.10 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| VICTOR D LESKY EDD | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JAMES CHRIN | ||||||||
| MEMBER(UNTIL NOV 2018) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV DAVID BENNETT | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTIAN J BROWN RLA CLA ASLA | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RT REV C HOPETON CLENNON | ||||||||
| CHAIR-ELECT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| REV CHRISTIAN EICHORN | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS J ELY | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH ESPOSITO | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHIRLEY FLAGLER | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CASEY H HOCH CPA | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARGARET KRAWIEC | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EDWARD NAWROCKI | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RALPH WANAMAKER JR | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN KNAUSS | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REV JEFFREY VAN ORDEN | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TED LEWIS | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DONNA SABOL | ||||||||
| MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN C DRABIC | ||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | 50.00 | 2.10 | Yes (X) | $295,826 | $0 | $37,874 | ||
| CHRISTOPHER T HUNT | ||||||||
| CHIEF FINANCIAL OFFICER | 50.00 | 2.10 | Yes (X) | $193,328 | $0 | $48,143 | ||
| SUSAN CAPOBIANCO | ||||||||
| CHIEF MARKETING OFFICER | 50.00 | $136,504 | $0 | $25,538 | Yes (X) | |||
| MONICA BUSTAMANTE | ||||||||
| CHIEF INFORMATION OFFICER | 50.00 | $136,370 | $0 | $37,808 | Yes (X) | |||
| SANDRA MASSETTI | ||||||||
| CHIEF HEALTH OFFICER | 50.00 | $136,369 | $0 | $39,872 | Yes (X) | |||
| MARICEL GLOVA | ||||||||
| NURSING HOME ADMINISTRATOR | 50.00 | $130,196 | $0 | $11,809 | Yes (X) | |||
| ALICE DONLAN | ||||||||
| DIRECTOR OF REHAB SERVICES | 50.00 | $124,540 | $0 | $27,515 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,153,133 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $228,559 | 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 |
|---|---|---|---|---|---|
| BLUE VALLEY BUILDERS INC | |||||
| 3220 VALLEY VIEW DRIVE | BATH | PA | 18014 | CONSTRUCTION SVCS | $4,239,638 |
| PENNSYLVANIA SITE CONTRACTORS INC | |||||
| 201 LLOYD STREET | ALLENTOWN | PA | 18109 | EXCAVATING SERVICES | $1,732,785 |
| BENCHMARK CONSTRUCTION | |||||
| 4121 OREGON PIKE | EPHRATA | PA | 17522 | CONSTRUCTION SVCS | $362,450 |
| SFCS INC | |||||
| 1777 SENTRY PARKWAY WEST SUITE 220 | BLUE BELL | PA | 19422 | ENG. & ARCHITECT SVCS | $274,135 |
| RLPS INC | |||||
| 250 VALLEYBROOK DRIVE | LANCASTER | PA | 17601 | ARCHITECTURAL SVCS. | $265,272 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $243,619 | RelatedOrganizationsAmt |
| All Other Contributions | $500 | AllOtherContributionsAmt |
| Total Contributions | $244,119 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET SERVICE REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $21,927,622 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,927,622 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $21,927,622 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $408,080 | TotalRevenueColumnAmt |
| Exclusion | $408,080 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,250 | TotalRevenueColumnAmt |
| Exclusion | $40,250 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,032 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $37,129 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,903 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,903 | TotalRevenueColumnAmt |
| Exclusion | $26,903 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,170,655 | SecuritiesAmt |
| Other | $4,700 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,134,909 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $35,746 | SecuritiesAmt |
| Other | $4,700 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,446 | TotalRevenueColumnAmt |
| Exclusion | $40,446 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $33,078 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $29,460 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,618 | TotalRevenueColumnAmt |
| Exclusion | $3,618 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFE SALES | 900099 | $144,293 | $144,293 |
| BEAUTY SHOP INCOME | 900099 | $98,297 | $98,297 |
| TRANSPORTATION INCOME | 900099 | $56,024 | $56,024 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $96,255 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $33,653 | UnrelatedBusinessRevenueAmt |
| Exclusion | $62,602 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $394,869 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,085,907 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $21,927,622 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,653 | UnrelatedBusinessRevenueAmt |
| Exclusion | $880,513 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $569,705 | TotalAmt |
| Management And General | $569,705 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,247,877 | TotalAmt |
| Program Services | $8,243,136 | ProgramServicesAmt |
| Management And General | $1,920,860 | ManagementAndGeneralAmt |
| Fundraising | $83,881 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,710 | TotalAmt |
| Program Services | $256,809 | ProgramServicesAmt |
| Management And General | $52,985 | ManagementAndGeneralAmt |
| Fundraising | $5,916 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,414,932 | TotalAmt |
| Program Services | $1,125,108 | ProgramServicesAmt |
| Management And General | $284,183 | ManagementAndGeneralAmt |
| Fundraising | $5,641 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,273,033 | TotalAmt |
| Program Services | $975,049 | ProgramServicesAmt |
| Management And General | $289,377 | ManagementAndGeneralAmt |
| Fundraising | $8,607 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,541 | TotalAmt |
| Program Services | $146,541 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,913 | TotalAmt |
| Management And General | $83,913 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,764 | TotalAmt |
| Management And General | $89,764 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $667 | TotalAmt |
| Management And General | $667 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,407 | TotalAmt |
| Management And General | $46,407 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $849,492 | TotalAmt |
| Program Services | $632,640 | ProgramServicesAmt |
| Management And General | $216,852 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $616,363 | TotalAmt |
| Management And General | $616,063 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $705,644 | TotalAmt |
| Program Services | $481,902 | ProgramServicesAmt |
| Management And General | $223,235 | ManagementAndGeneralAmt |
| Fundraising | $507 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,921 | TotalAmt |
| Program Services | $8,123 | ProgramServicesAmt |
| Management And General | $253,798 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,448,312 | TotalAmt |
| Program Services | $1,448,312 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,490 | TotalAmt |
| Program Services | $73,251 | ProgramServicesAmt |
| Management And General | $31,164 | ManagementAndGeneralAmt |
| Fundraising | $75 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,077 | TotalAmt |
| Program Services | $2,309 | ProgramServicesAmt |
| Management And General | $10,768 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,725 | TotalAmt |
| Program Services | $1,156,725 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,146,095 | TotalAmt |
| Program Services | $3,146,095 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,388 | TotalAmt |
| Program Services | $119,503 | ProgramServicesAmt |
| Management And General | $10,885 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBIT | $123 | $123 | ||
| FOOD COSTS | $952,349 | $952,349 | ||
| MEDICAL SUPPLIES | $254,476 | $254,476 | ||
| OTHER EMPLOYEE EXPENSES | $218,499 | $103,253 | $115,136 | $110 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,045 | TotalAmt |
| Program Services | $95,148 | ProgramServicesAmt |
| Management And General | $70,913 | ManagementAndGeneralAmt |
| Fundraising | $1,984 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,214,548 | TotalAmt |
| Program Services | $19,232,612 | ProgramServicesAmt |
| Management And General | $4,874,915 | ManagementAndGeneralAmt |
| Fundraising | $107,021 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $631,533 | BOYAmt |
| EOY | $550,623 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $812,567 | BOYAmt |
| EOY | $801,440 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,733 | BOYAmt |
| EOY | $565,336 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,032 | BOYAmt |
| EOY | $73,631 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $303,682 | BOYAmt |
| EOY | $556,896 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $104,244,989 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $45,847,734 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,923,604 | BOYAmt |
| EOY | $58,397,255 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,079,953 | BOYAmt |
| EOY | $11,191,801 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,188,397 | BOYAmt |
| EOY | $4,273,528 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,741,501 | BOYAmt |
| EOY | $76,510,510 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,172,303 | BOYAmt |
| EOY | $7,308,308 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,284,047 | BOYAmt |
| EOY | $19,125,214 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,015,034 | BOYAmt |
| EOY | $39,493,167 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,097,667 | BOYAmt |
| EOY | $6,797,561 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,569,051 | BOYAmt |
| EOY | $72,724,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,172,450 | BOYAmt |
| EOY | $3,786,260 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,172,450 | BOYAmt |
| EOY | $3,786,260 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,741,501 | BOYAmt |
| EOY | $76,510,510 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,128,641 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$40,822 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,216,727 | 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 | $315,028 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $153,996 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $178,925 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,306 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $244,119 | CurrentTaxYearAmt |
| Total | $1,001,374 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,578,159 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,664,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,926,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,729,985 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,927,622 | CurrentTaxYearAmt |
| Total | $102,827,321 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,893,187 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,818,610 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,105,866 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,839,291 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $22,171,741 | CurrentTaxYearAmt |
| Total | $103,828,695 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,612 | CurrentTaxYearMinus3YearsAmt |
| Total | $38,662 | 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 | $16,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,612 | CurrentTaxYearMinus3YearsAmt |
| Total | $38,662 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $103,790,033 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $557,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $466,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $360,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $518,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $512,362 | CurrentTaxYearAmt |
| Total | $2,415,367 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $557,090 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $466,146 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $360,811 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $518,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $512,362 | CurrentTaxYearAmt |
| Total | $2,415,367 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,836 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,911 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,891 | CurrentTaxYearMinus2YearsAmt |
| Total | $22,638 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $437,195 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $451,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $492,667 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $419,907 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $394,294 | CurrentTaxYearAmt |
| Total | $2,195,484 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,891,308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,744,088 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $21,970,235 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,778,156 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,078,397 | CurrentTaxYearAmt |
| Total | $108,462,184 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.95690 | PublicSupportCY509Pct |
| Public Support PY509 | 0.95490 | PublicSupportPY509Pct |
| Investment Income CY | 0.02230 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02300 | 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 | NON-CHARITABLE FUNDRAISING RECEIPTS - 2014 AMOUNT: $ 14,710. 2015 AMOUNT: $ 8,690. 2016 AMOUNT: $ 11,183. CAFE SALES - 2014 AMOUNT: $ 149,784. 2015 AMOUNT: $ 152,460. 2016 AMOUNT: $ 169,077. 2017 AMOUNT: $ 141,284. 2018 AMOUNT: $ 144,293. GIFT SHOP INCOME - 2014 AMOUNT: $ 39,791. 2015 AMOUNT: $ 58,221. 2016 AMOUNT: $ 61,970. 2017 AMOUNT: $ 41,412. 2018 AMOUNT: $ 33,078. BEAUTY SHOP INCOME - 2014 AMOUNT: $ 92,012. 2015 AMOUNT: $ 101,737. 2016 AMOUNT: $ 103,843. 2017 AMOUNT: $ 94,848. 2018 AMOUNT: $ 98,297. TRANSPORTATION - 2014 AMOUNT: $ 39,103. 2015 AMOUNT: $ 46,293. 2016 AMOUNT: $ 50,689. 2017 AMOUNT: $ 58,021. 2018 AMOUNT: $ 56,024. OTHER - 2014 AMOUNT: $ 101,795. 2015 AMOUNT: $ 84,020. 2016 AMOUNT: $ 95,905. 2017 AMOUNT: $ 84,342. 2018 AMOUNT: $ 62,602. | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $667 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $667 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | MORNINGSTAR SENIOR LIVING PAYS DUES TO THE ORGANIZATION LEADING AGE. A PORTION OF THE DUES PAID TO THIS ORGANIZATION IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID BY MORNINGSTAR SENIOR LIVING THAT IS ALLOCABLE TO LOBBYING IS $667. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,149,255 | BeginningYearBalanceAmt |
| Contributions | $149,003 | ContributionsAmt |
| Investment Earnings Or Losses | $155,435 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,453,693 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,968,117 | BeginningYearBalanceAmt |
| Contributions | $110,858 | ContributionsAmt |
| Investment Earnings Or Losses | $70,280 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $3,149,255 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,106,024 | BeginningYearBalanceAmt |
| Contributions | $646,736 | ContributionsAmt |
| Investment Earnings Or Losses | $215,357 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,968,117 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,070,018 | BeginningYearBalanceAmt |
| Contributions | $46,546 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,540 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,106,024 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,973,618 | BeginningYearBalanceAmt |
| Contributions | $77,463 | ContributionsAmt |
| Investment Earnings Or Losses | $18,937 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,070,018 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.85890 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.08550 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.05560 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,154,749 | OtherCostOrOtherBasisAmt |
| Book Value | $3,154,749 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $66,991,727 | OtherCostOrOtherBasisAmt |
| Depreciation | $36,435,615 | DepreciationAmt |
| Book Value | $30,556,112 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,552,444 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,868,641 | DepreciationAmt |
| Book Value | $1,683,803 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,546,069 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,543,478 | DepreciationAmt |
| Book Value | $23,002,591 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $58,397,255 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM RELATED PARTY | $2,115,014 |
| DEPOSITS | $41,255 |
| STATUTORY LIQUID RESERVE | $2,117,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,273,528 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ENTRANCE FEE DEPOSITS | $1,483,156 |
| ESTATE BENEFITS PAYABLE | $4,634,943 |
| INTEREST RATE SWAP LIABILITY | $679,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,797,561 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $22,257,551 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$40,822 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$854,123 | OtherRevenueAmt |
| Revenue Not Reported | -$894,945 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,152,496 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$66,589 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$66,589 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,085,907 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $24,234,730 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $66,589 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $66,589 | ExpensesNotReportedAmt |
| Expenses Subtotal | $24,168,141 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $46,407 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $46,407 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $24,214,548 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE GENERAL ENDOWMENT IS A PERPETUAL FUND THAT ENABLES THE BOARD OF DIRECTORS OF MORNINGSTAR SENIOR LIVING, INC. TO ADDRESS CAMPUS PRESERVATION NEEDS AND TO MEET THE EVER-INCREASING COSTS OF FACILITY UPKEEP. THE GOOD SAMARITAN ENDOWMENT WAS ESTABLISHED IN 1989 TO PROVIDE ONGOING FINANCIAL SUPPORT TO RESIDENTS WHO SPENT DOWN THEIR FINANCIAL RESOURCES IN PAYMENT FOR HEALTHCARE. FUNDS ARE RELEASED FROM THESE ENDOWMENTS ANNUALLY. THE AMOUNT OF THE RELEASE IS BASED ON THE ANNUAL EARNINGS OF THE INVESTMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES -46,407. CHANGE IN VALUE OF INTEREST RATE SWAP -807,716. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -29,460. RENTAL EXPENSES -37,129. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 29,460. RENTAL EXPENSES 37,129. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES 46,407. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSAN C DRABIC | ||||||||||||||
| PRESIDENT & CHIEF EXECUTIVE OFFICER | $257,714 | $0 | $27,456 | $0 | $10,656 | $0 | $24,750 | $0 | $13,124 | $0 | $333,700 | $0 | $0 | $0 |
| CHRISTOPHER T HUNT | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $173,890 | $0 | $19,168 | $0 | $270 | $0 | $17,935 | $0 | $30,208 | $0 | $241,471 | $0 | $0 | $0 |
| SUSAN CAPOBIANCO | ||||||||||||||
| CHIEF MARKETING OFFICER | $122,593 | $0 | $13,209 | $0 | $702 | $0 | $12,368 | $0 | $13,170 | $0 | $162,042 | $0 | $0 | $0 |
| MONICA BUSTAMANTE | ||||||||||||||
| CHIEF INFORMATION OFFICER | $126,864 | $0 | $9,506 | $0 | $0 | $0 | $13,086 | $0 | $24,722 | $0 | $174,178 | $0 | $0 | $0 |
| SANDRA MASSETTI | ||||||||||||||
| CHIEF HEALTH OFFICER | $129,744 | $0 | $5,437 | $0 | $1,188 | $0 | $13,036 | $0 | $26,836 | $0 | $176,241 | $0 | $0 | $0 |
| ALICE DONLAN | ||||||||||||||
| DIRECTOR OF REHAB SERVICES | $124,044 | $0 | $100 | $0 | $396 | $0 | $9,357 | $0 | $18,158 | $0 | $152,055 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | MORNINGSTAR SENIOR LIVING, INC. SPONSORS THE MORNINGSTAR SENIOR LIVING 457(B) PLAN WHICH IS A NONQUALIFIED, NON-ERISA, ELIGIBLE DEFERRED COMPENSATION PLAN WITHIN THE MEANING OF CODE SECTION 457(B). THE PLAN PROVIDES FOR ELECTIVE EMPLOYEE CONTRIBUTIONS THROUGH SALARY DEFERRALS, COMPANY CONTRIBUTIONS, AND ROLLOVER CONTRIBUTIONS. ELIGIBLE PARTICIPANTS IN THE PLAN INCLUDE THE PRESIDENT & CEO, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND CHIEF INFORMATION OFFICER. THERE WERE NO COMPANY CONTRIBUTIONS MADE TO THE PLAN DURING FISCAL YEAR ENDED JUNE 30, 2019. |
| PART I, LINE 7 | AS PART OF THE ANNUAL PERFORMANCE REVIEW PROCESS OF THE PRESIDENT AND CEO, THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS, AT ITS DISCRETION, MAY APPROVE THE PAYMENT OF AN ANNUAL BONUS BASED ON THE OVERALL PERFORMANCE OF THE PRESIDENT AND CEO COMPARED TO THE STRATEGIC AND OPERATING GOALS OF THE COMMUNITY. THE PRESIDENT AND CEO, AT HER DISCRETION, MAY APPROVE THE PAYMENT OF AN ANNUAL BONUS FOR CERTAIN MEMBERS OF THE COMMUNITY'S MANAGEMENT TEAM BASED ON THE PERFORMANCE OF THOSE PERSONS COMPARED TO INDIVIDUAL GOALS. CERTAIN EXECUTIVES ARE PARTICIPANTS IN THE ORGANIZATION'S DEFINED CONTRIBUTION RETIREMENT PLAN. IF THE EMPLOYER CONTRIBUTIONS EXCEED THE LIMIT OF THE NONDISCRIMATORY RULES OF THE PLAN, THE OVERAGE IS PAID AS A BONUS IN THE FOLLOWING YEAR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NORTHAMPTON COUNTRY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| A | 231971754 | 663549NS8 | 2012-12-27 | $30,753,053 | REFINANCING AND CONSTRUCTION IMPROVEMENT OF MORAVIAN HALL SQUARE | 0 | 0 | 0 |
| NORTHAMPTON COUNTRY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| B | 233007498 | 2017-07-17 | $32,000,000 | CAPITAL IMPROVEMENTS | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capitalized InterestCapitalizedInterestAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,625,000 | $30,776,456 | $2,186,496 | $675,066 | $7,142,677 | $20,808,745 | 2015 | Yes (1) | 0 | Yes (1) | Yes (1) | ||
| B | $5,563,192 | $32,000,000 | $612,807 | $19,943,388 | 2020 | 0 | 0 | 0 | Yes (1) | $498,315 | $10,945,490 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 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 | Yes (1) | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00300 | 0.00300 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 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 | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||||||
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| CITIZENS BANK | ||||||||||||
| B | 0 | Yes (1) | 0 | 0 | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 9.000000000000 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: NORTHAMPTON COUNTRY INDUSTRIAL DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 12/27/2017 |
| SCHEDULE K, PART 1, COLUMN F-A | THE PURPOSE OF THE ISSUANCE INCLUDED (A) THE CURRENT REFUNDING OF THE AUTHORITY'S MORTGAGE REVENUE BONDS (MORAVIAN HALL SQUARE PROJECT) SERIES OF 1996 AND THE AUTHORITY'S MORTGAGE REVENUE BONDS (MORAVIAN HALL SQUARE PROJECT), SERIES OF 2002, THE PROCEEDS OF WHICH WERE USED TO FINANCE OR REFINANCE THE ACQUISITION, CONSTRUCTION, IMPROVEMENT, AND EQUIPPING OF THE ORGANIZATION'S CONTINUING CARE RETIREMENT COMMUNITY KNOWN AS MORAVIAN HALL SQUARE LOCATED ON THE CURRENT CAMPUS AND CURRENTLY CONSISTING OF 129 INDEPENDENT LIVING APARTMENTS, 86 PERSONAL CARE UNITS, 61 NURSING BEDS AND COMMON AREAS (THE "COMMUNITY"), (B) FINANCING THE RENOVATION OF PERSONAL CARE AREAS OF THE COMMUNITY AND OTHER MISCELLANEOUS CAPITAL EXPENDITURES WITH RESPECT TO THE COMMUNITY LOCATED ON THE CURRENT CAMPUS, (C) FINANCING THE ACQUISITION OF APPROXIMATELY 45 ACRES OF LAND AT THE FUTURE CAMPUS AND THE PAYMENT OR REIMBURSEMENT OF CERTAIN PRELIMINARY EXPENDITURES WITH RESPECT TO PLANNED NEW FACILITIES TO BE LOCATED ON SUCH FUTURE CAMPUS, (D) THE FUNDING OF A DEPOSIT TO A DEBT SERVICE RESERVE FUND, AND (E) THE PAYMENT OF CERTAIN COSTS OF ISSUANCE RELATED TO THE AUTHORITY'S BONDS. |
| SCHEDULE K, PART II, LINE 3: | THE TOTAL PROCEEDS DO NOT AGREE TO THE ISSUE PRICE IN PART I, COLUMN(E) DUE TO INVESTMENT EARNINGS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| CHRISTIAN J BROWN RLA CLA ASLA | |||
| BOARD MEMBER AND OWNER OF VENDOR | $171,400 | THE ORGANIZATION PURCHASED LANDSCAPING DESIGN SERVICES FROM BOARD MEMBER CHRISTIAN BROWN THROUGH HIS COMPANY BROWN DESIGN CORPORATION. ALL TRANSACTIONS WERE AT ARM'S LENGTH. | 0 |
| TED LEWIS ESQ | |||
| BOARD MEMBER AND PARTNER OF VENDOR | $220,352 | LEWIS & WALTERS PROVIDED LEGAL SERVICES TO THE ORGANIZATION WHICH BOARD MEMBER TED LEWIS HAS 50% OWNERSHIP. ALL TRANSACTIONS WERE AT ARM'S LENGTH. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | (1) THE EXECUTIVE COMMITTEE CONSISTS OF THE BOARD CHAIRPERSON, CHAIRPERSON ELECT, TREASURER, SECRETARY, EASTERN DISTRICT EXECUTIVE BOARD PRESIDENT, ONE MEMBER OF THE CURRENT BOARD OF DIRECTORS, AND FOR AT LEAST ONE YEAR THE IMMEDIATE PAST PRESIDENT OF THE BOARD OF DIRECTORS IF HE OR SHE IS STILL A MEMBER OF THE BOARD OF DIRECTORS. (2) THE EXECUTIVE COMMITTEE ACTS FOR THE FULL BOARD OF DIRECTORS IN THE INTERIM BETWEEN REGULAR BOARD MEETINGS. IT MAY EXERCISE ANY AND ALL POWERS GRANTED TO ALL OTHER STANDING COMMITTEES. THE EXECUTIVE COMMITTEE DOES NOT HAVE THE POWER AND AUTHORITY TO ELECT OFFICERS, AMEND BYLAWS, FILL VACANCIES ON THE BOARD OR CREATE COMMITTEES AND APPOINT MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 3 | MORNINGSTAR SENIOR LIVING, INC. USES A MANAGEMENT COMPANY TO MANAGE THE COMMUNITY'S DINING SERVICE FUNCTIONS. DINING SERVICE MANAGERS ARE EMPLOYED BY THE MANAGEMENT COMPANY AND REPORT DIRECTLY TO THE PRESIDENT. ALL OTHER DINING STAFF ARE EMPLOYED BY MORNINGSTAR SENIOR LIVING, INC. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE MORAVIAN CHURCH AT ITS EASTERN DISTRICT SYNOD DIRECTLY ELECTS FOUR MEMBERS TO THE MORNINGSTAR SENIOR LIVING BOARD AND THE EASTERN DISTRICT EXECUTIVE BOARD ELECTS ANOTHER FOUR MEMBERS. THE REMAINING UP TO 16 ADDITIONAL BOARD MEMBERS ARE ELECTED FROM THE GREATER COMMUNITY AT LARGE, BASED UPON THEIR PROFESSIONAL EXPERTISE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 AND RELATED SCHEDULES ARE PREPARED BY AN EXTERNAL ACCOUNTING FIRM AND REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE PRESIDENT & CEO. THE REVIEWED FORM 990 AND RELATED SCHEDULES ARE PRESENTED TO THE FINANCE AND AUDIT REVIEW COMMITTEE OF THE BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. AFTER APPROVAL BY THE FINANCE AND AUDIT REVIEW COMMITTEE AND BEFORE FILING, THE FORM 990 AND RELATED SCHEDULES ARE PROVIDED TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, EACH BOARD MEMBER, OFFICER, AND KEY EMPLOYEE IS GIVEN A COPY OF THE MORNINGSTAR SENIOR LIVING, INC. CONFLICT OF INTEREST AND CONFIDENTIALITY STATEMENT AS WELL AS RELATED QUESTIONNAIRE TO BE COMPLETED AND SIGNED. THE QUESTIONNAIRE REQUIRES EACH SIGNER TO LIST BUSINESSES IN WHICH THE SIGNER OR SPOUSE IS A MEMBER, EMPLOYEE, OR OWNER WITH WHICH MORNINGSTAR SENIOR LIVING, INC. MIGHT REASONABLY ENTER INTO A TRANSACTION AS WELL AS ANY OTHER RELATIONSHIP OR ACTIVITY THAT MIGHT GIVE RISE TO A CONFLICT OF INTEREST. IF A BOARD MEMBER HAS A SIGNIFICANT FINANCIAL INTEREST IN A TRANSACTION UPON WHICH ACTION IS TO BE TAKEN OR WITHHELD BY THE BOARD, THE POLICY DOES NOT PERMIT SUCH BOARD MEMBER TO VOTE ON OR USE ANY PERSONAL INFLUENCE REGARDING SUCH MATTER. IF ANY OFFICER OR KEY EMPLOYEE HAS A SIGNIFICANT FINANCIAL OR OTHER INTEREST IN A TRANSACTION, THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, IN CONJUNCTION WITH THE BOARD, MUST APPROVE THE TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER IS DETERMINED ANNUALLY AS A RESULT OF A PERFORMANCE REVIEW PROCESS CHAIRED BY THE CHAIRPERSON OF THE BOARD OF DIRECTORS. THIS PROCESS INVOLVES THE BOARD'S EXECUTIVE COMMITTEE MEMBERS (COMPRISED OF THE OFFICERS OF THE BOARD; ONE ADDITIONAL BOARD MEMBER APPOINTED TO THIS COMMITTEE AS AN "AT LARGE" MEMBER; AND THE PRESIDENT OF THE EASTERN DISTRICT OF THE MORAVIAN CHURCH). THE PERFORMANCE REVIEW PROCESS FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOCUSES UPON THE ACHIEVEMENT (OR LACK THEREOF) OF AGREED UPON STRATEGIC AND OPERATING PERFORMANCE GOALS FOR MORNINGSTAR SENIOR LIVING, INC. THE COMPENSATION OF THE CHIEF FINANCIAL OFFICER AND THE OTHER KEY EMPLOYEES IS DETERMINED BY A PERFORMANCE REVIEW/EVALUATION TOOL AND SCORING PROCESS (LEADERSHIP DEVELOPMENT PLAN) COMPLETED BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. |
| FORM 990, PART VI, SECTION C, LINE 19 | MORNINGSTAR SENIOR LIVING, INC. MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST RATE SWAP -807,716. CUMULATIVE EFFECT OF CHANGE IN ACCOUNTING PRINCIPLE -1,409,011. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MORNINGSTAR SENIOR SOLUTIONS INC | ||||||||||
| 175 WEST NORTH STREET | NAZARETH | PA | 18064 | 461046466 | HOME CARE AND CARE MANAGEMENT | PA | 501(C)(3) | LINE 10 | MORNINGSTAR SENIOR LIVING INC | Yes (1) |
| MORNINGSTAR SENIOR LIVING FOUNDATION | ||||||||||
| 175 WEST NORTH STREET | NAZARETH | PA | 18064 | 471484857 | SUPPORTING ORGANIZATION | PA | 501(C)(3) | LINE 12A, I | MORNINGSTAR SENIOR LIVING INC | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | 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 | Yes (1) | 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MORNINGSTAR SENIOR SOLUTIONS INC | ||
| A | $26,258 | COST |
| MORNINGSTAR SENIOR LIVING FOUNDATION INC | ||
| C | $243,619 | COST |
| MORNINGSTAR SENIOR SOLUTIONS INC | ||
| D | $2,104,915 | COST |