2025-09-22T14:07:13-05:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 364858938 PARKER FOUNDATION INC PARK 7324188614 1421 RIVER ROAD PISCATAWAY NJ 08854 NICHOLAS CARR CFO 7324188614 2025-09-21 1 1 KERRI N BOGDA P00760402 7177404863 2025-09-21 2024 2025-03-06 01:10:19Z ROBERTO MUNIZ 1421 RIVER ROAD PISCATAWAY NJ 08854 1121272608 0 X WWW.PARKERLIFE.ORG X 2015 NJ THE PURPOSE OF THE CORPORATION SHALL BE TO PROVIDE AND PROMOTE A CARE CONTINUUM FOR THE AGING. 17 16 0 16 0 0 0 0 0 0 80020732 75211211 0 0 80020732 75211211 0 0 0 0 0 0 0 0 0 4349499 4143866 4349499 4143866 75671233 71067345 1768704248 1814706304 1558222 1003322 1767146026 1813702982 X THE OBJECTS AND PURPOSES OF THE CORPORATION SHALL BE TO PROVIDE AND PROMOTE A CARE CONTINUUM FOR THE AGING VIA SKILLED NURSING, MEMORY CARE, ASSISTED LIVING, ADULT DAY CARE, REHABILITATION, HEALTHY AGING, AND INTERGENERATIONAL AND OTHER PROGRAMS, TOGETHER WITH CONDUCTING AND ASSISTING RELATED EDUCATION AND RESEARCH BY COORDINATION, PERFORMANCE, AND SUPPORT OF THE OPERATION AND FUNCTIONS AND THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC PURPOSES OF THE FRANCIS E. PARKER MEMORIAL HOME, INC., PARKER HOME AND COMMUNITY BASED SERVICES INC., THE FRANCIS E. PARKER ASSISTED LIVING CENTER, INC., PARKER AT MONROE, INC., PARKER AT EAST WINDSOR INC., PARKER AT SOMERSET, INC., PARKER REHABILITATION SERVICES, INC. AND OTHER AFFILIATES THAT MAY BE ESTABLISED IN TIME. 0 0 0 0 0 PARKER FOUNDATION INC.'S FUNCTION IS TO HOLD AND ADMINISTER CERTAIN SUBSTANTIAL UNRESTRICTED INVESTMENT FUNDS FOR THE BENEFIT OF THE CHARITABLE MISSIONS OF PARKER HEALTH GROUP AND ITS AFFILIATED ENTITIES. 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X NICHOLAS CARR CFO 7325652418 1421 RIVER ROAD PISCATAWAY NJ 08854 ROBERTO MUNIZ MPA FLNHA PRESIDENT/CEO 0.00 40.00 X X 0 762170 69513 MARGUERITE K SCHLAG EDD RN CHAIR 0.00 14.00 X X 0 25000 0 JOHN A PAPA TREASURER 0.00 14.00 X X 0 0 0 JOSEPH G BRAUNREUTHER ESQ SECRETARY 0.00 14.00 X X 0 20000 0 WILLIAM R HAGAMAN JR TRUSTEE 0.00 4.00 X 0 20000 0 WILLIAM P TIBBITT TRUSTEE 0.00 4.00 X 0 20000 0 ALFRED F TALLIA MD MPH TRUSTEE 0.00 4.00 X 0 20000 0 JOSEPH FERRO MD TRUSTEE 0.00 4.00 X 0 18000 0 CLIFFORD E HOLLAND TRUSTEE 0.00 4.00 X 0 20000 0 PENELOPE LATTIMER PHD TRUSTEE 0.00 4.00 X 0 20000 0 STEPHEN LANDERS MD TRUSTEE 0.00 4.00 X 0 0 0 MAJD ALWAN PHD TRUSTEE 0.00 4.00 X 0 20000 0 JOSEPH DOYLE TRUSTEE 0.00 4.00 X 0 20000 0 DENISE BOUDREAU TRUSTEE 0.00 4.00 X 0 20000 0 DIANE HILL PHD TRUSTEE 0.00 4.00 X 0 20000 0 JOSEPH VELDERMAN TRUSTEE 0.00 4.00 X 0 20000 0 LINDA SCHWIMMER JD VICE-CHAIR 0.00 14.00 X X 0 20000 0 NICHOLAS CARR CFO 0.00 40.00 X 0 269212 30539 0 1314382 100052 0 0 1 0 0 43992430 43992430 1077280178 1046061397 31218781 31218781 31218781 75211211 0 0 75211211 4143866 4143866 4143866 0 4143866 0 71233 114983 1638532954 1705720296 130100061 108871025 1768704248 1814706304 1558222 1003322 1558222 1003322 X 1767146026 1813702982 1767146026 1813702982 1768704248 1814706304 X 71067345 49716332 -74226721 X 0 1 X 1 0 X X 4 THE FRANCIS E PARKER MEMORIAL HOME 221589209 3 1 17395914 0 PARKER AT MONROE INC 471335159 3 1 10436694 0 PARKER REHABILITATION SERVICES 471958020 3 1 2151559 0 PARKER AT SOMERSET INC 471944928 3 1 24586601 0 4 54570768 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 FORM 990 SCH A PART IV LINE 2 THE FILING ORGANIZATION INCLUDES AMONG ITS SUPPORTED ORGANIZATIONS PARKER AT EAST WINDSOR, INC. (47-1890220), AN ORGANIZATION THAT CURRENTLY DOES NOT HAVE A TAX EXEMPT DETERMINATION LETTER. PARKER AT EAST WINDSOR IS CURRENTLY INACTIVE, WITH NO ASSETS OR ACTIVITY, BUT WILL EVENTUALLY BECOME A RETIREMENT COMMUNITY. WHEN THE FILING ORGANIZATION IS READY TO FUND THE CONSTRUCTION OF THE NEW FACILITY, IT WILL FILE FORM 1023 TO GAIN TAX EXEMPT STATUS FOR PARKER AT EAST WINDSOR. 0 ALTERNATIVE INVESTMENTS 108871025 F 108871025 46556956 49716332 -78370587 -28654255 75211211 0 75211211 0 0 0 4143866 4143866 4143866 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -4,143,866. EQUITY TRANSFER TO RELATED ENTITIES -74,226,721. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 4,143,866. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 108699000 0 0 0 0 0 0 108699000 0 108699000 0 0 1 0 0 0 SCHEDULE F, PART IV, LINES 3: THE ORGANIZATION HAS INVESTMENTS IN FOREIGN CORPORATIONS BUT ITS PERCENTAGES OF OWNERSHIP DO NOT EXCEED THE THRESHOLD FOR THE FILING OF FORMS 5471. 0 1 0 0 0 0 0 1 0 ROBERTO MUNIZ MPA FLNHA PRESIDENT/CEO 0 531825 0 100000 0 130345 0 56401 0 13112 0 831683 0 0 NICHOLAS CARR CFO 0 230601 0 37950 0 661 0 19922 0 10617 0 299751 0 0 PART I, LINE 3 A RELATED ORGANIZATION, PARKER HEALTH GROUP, INC., USES AN INDEPENDENT CONSULTANT, COMPENSATION SURVEYS AND STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE TO DETERMINE THE CEO'S COMPENSATION. PART I, LINE 4B THE CEO, ROBERTO MUNIZ, PARTICIPATES IN A 457(F) PLAN. IN 2024, HE RECEIVED $128,500, WHICH WAS TREATED AS TAXABLE COMPENSATION. THE EXECUTIVE COMMITTEE DESIGNATES ELIGIBLE PARTICIPANTS IN THE PLAN AND DETERMINES THE AMOUNT TO BE CONTRIBUTED. PART I, LINE 7 EXECUTIVES AND MANAGEMENT PERSONNEL RECEIVED BONUSES AS PART OF THEIR COMPENSATION FOR THE YEAR 2024. THE BONUSES ARE BASED UPON PERFORMANCE EVALUATIONS THAT REFLECT PREVIOUSLY AGREED UPON GOALS AND OBJECTIVES WHICH HAVE BOTH FINANCIAL AND NON-FINANCIAL ELEMENTS. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS PARKER HEALTH GROUP, INC., A RELATED TAX-EXEMPT ENTITY. FORM 990, PART VI, SECTION A, LINE 7A AS SOLE MEMBER, PARKER HEALTH GROUP, INC. HAS THE POWER TO ELECT MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 7B AS SOLE MEMBER, PARKER HEALTH GROUP, INC. HAS THE POWER TO ALTER, AMEND OR REPEAL THE ORGANIZATION'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT PERFORMS AN INITIAL REVIEW OF THE FORM 990. ONCE MANAGEMENT IS SATISFIED, THE FINANCE COMMITTEE SUBSEQUENTLY REVIEWS THE RETURN IN DETAIL. BOARD MEMBERS ARE THEN PROVIDED WITH COPIES OF THE RETURN PRIOR TO THE RETURN BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. ANY TRUSTEE, OFFICER, OR KEY EMPLOYEE WHO HAS AN INTEREST IN A CONTRACT OR OTHER TRANSACTION PRESENTED TO THE BOARD OF TRUSTEES OR A COMMITTEE THEREOF SHALL MAKE A PROMPT AND FULL DISCLOSURE OF THE INTEREST TO THE BOARD OF TRUSTEES OR COMMITTEE PRIOR TO ITS ACTING ON SUCH CONTRACT OR TRANSACTION. THE BOARD OF TRUSTEES OR COMMITTEE TO WHICH DISCLOSURE OF A POTENTIAL CONFLICT OF INTEREST IS MADE SHALL DETERMINE, BY A MAJORITY VOTE, WHETHER A CONFLICT OF INTEREST EXISTS OR CAN REASONABLY BE CONSTRUED TO EXIST. IF A CONFLICT IS DEEMED TO EXIST, THE INTERESTED PERSON SHALL NOT VOTE ON, NOR USE PERSONAL INFLUENCE ON, NOR PARTICIPATE (OTHER THAN TO PRESENT FACTUAL INFORMATION OR TO RESPOND TO QUESTIONS) IN THE DISCUSSIONS OR DELIBERATIONS WITH RESPECT TO SUCH CONTRACT OR TRANSACTION. SUCH PERSON MAY BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT BUT MAY NOT BE COUNTED WHEN THE BOARD OF TRUSTEES OR A COMMITTEE OF THE BOARD OF TRUSTEES TAKES ACTION ON THE TRANSACTION. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE MADE, THE VOTE THEREON AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION, AND WHETHER A QUORUM WAS PRESENT. THE FULL BOARD MONITORS THE CONFLICT OF INTEREST POLICY AND WORKS WITH ORGANIZATION PERSONNEL TO ENSURE THAT ALL BOARD MEMBERS COMPLETE THE ANNUAL STATEMENTS. FOLLOW-UP IS PROVIDED BY LEGAL COUNSEL, IF NECESSARY. WHILE THE CONFLICT OF INTEREST POLICY DOES NOT EXPLICITLY STATE FAMILY AND BUSINESS RELATIONSHIPS, IT IS UNDERSTOOD THAT THESE RELATIONSHIPS MAY BE A SOURCE OF POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY TRANSFER TO RELATED ENTITY -74,226,721. THE FRANCIS E PARKER ASSISTED LIVING CENTER INC 1421 RIVER ROAD PISCATAWAY NJ 08854 202937952 ASSISTED LIVING NJ 501(C)(3) LINE 12A, I PARKER HEALTH GROUP INC 0 PARKER HOME AND COMMUNITY BASED SERVICES INC 1421 RIVER ROAD PISCATAWAY NJ 08854 261887505 ADULT DAY HEALTH SERVICES NJ 501(C)(3) LINE 12A, I PARKER HEALTH GROUP INC 0 PARKER AT MONROE INC 1421 RIVER ROAD PISCATAWAY NJ 08854 471335159 NURSING HOME CARE NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 0 PARKER REHABILITATION SERVICES 1421 RIVER ROAD PISCATAWAY NJ 08854 471958020 REHABILITATION SERVICES NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 0 PARKER AT SOMERSET INC 1421 RIVER ROAD PISCATAWAY NJ 08854 471944928 NURSING HOME CARE NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 0 PARKER HEALTH GROUP 1421 RIVER ROAD PISCATAWAY NJ 08854 815241497 NURSING HOME CARE NJ 501(C)(3) LINE 12B, II N/A 0 THE FRANCIS E PARKER MEMORIAL HOME 1421 RIVER ROAD PISCATAWAY NJ 08854 221589209 NURSING HOME CARE NJ 501(C)(3) LINE 3 PARKER HEALTH GROUP INC 0 PARKER AT EAST WINDSOR 1421 RIVER ROAD PISCATAWAY NJ 08854 471890220 NURSING HOME CARE NJ N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0