WAVERLY HEIGHTS: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- WAVERLY HEIGHTS (EIN 23-2212842)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-31
- IRS object ID
- 201913049349300336
- 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 D
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-10-31T10:24:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232212842 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAVERLY HEIGHTS LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAVE | BusinessNameControlTxt |
| Phone | 6106458600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 WAVERLY ROAD | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190351254 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L SUPPER | PersonNm |
| Person Title | SENIOR VP & CFO | PersonTitleTxt |
| Phone | 6106458600 | PhoneNum |
| Signature | 2019-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SETH BRODY CPA | PreparerPersonNm |
| PTIN | P01586423 | PTIN |
| Phone | 2156433900 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-30 | IPDt |
| IP Tm | 14:36:51 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9EB2786B3EC6AF35018D7997716D9ABE495A2698 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0FD4EF385CD5022A6BCA3F6D48F1B56E012374BF | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS P GARVIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 WAVERLY ROAD | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190351254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,287,770 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WAVERLYHEIGHTSLTD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE SENIORS AN EXCEPTIONAL LIFESTYLE WITHIN A COMPASSIONATE & RESPECTFUL COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 464 | TotalEmployeeCnt |
| Total Volunteers | 31 | TotalVolunteersCnt |
| Total Gross UBI | $2,155,807 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,403,249 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $456,942 | PYContributionsGrantsAmt |
| CY Contributions Grants | $494,615 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $28,080,637 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $31,657,732 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,220,421 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,934,701 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,860,599 | PYOtherRevenueAmt |
| CY Other Revenue | $928,511 | CYOtherRevenueAmt |
| PY Total Revenue | $31,618,599 | PYTotalRevenueAmt |
| CY Total Revenue | $36,015,559 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $28,766 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $57,676 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,955,902 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,157,207 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $15,061,255 | PYOtherExpensesAmt |
| CY Other Expenses | $17,053,568 | CYOtherExpensesAmt |
| PY Total Expenses | $30,045,923 | PYTotalExpensesAmt |
| CY Total Expenses | $33,268,451 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,572,676 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,747,108 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $146,082,860 | TotalAssetsBOYAmt |
| Total Assets EOY | $153,067,051 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $129,888,558 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $137,728,892 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,194,302 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,338,159 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WAVERLY HEIGHTS IS A NOT FOR PROFIT CORPORATION ESTABLISHED TO PROVIDE SENIORS AN EXCEPTIONAL LIFESTYLE WITHIN A COMPASSIONATE AND RESPECTFUL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,936,907 | ExpenseAmt |
| Grant | $57,676 | GrantAmt |
| Revenue | $31,657,732 | RevenueAmt |
| Desc | A LIFE PLAN COMMUNITY PROVIDING QUALITY LIFECARE SERVICES TO ITS RESIDENTS WHILE SERVING THEIR PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL, RELIGIOUS AND HEALTH NEEDS. THESE SERVICES ARE PROVIDED TO RESIDENTS THROUGH THE OPERATION OF 220 INDEPENDENT LIVING UNITS, A 49 PRIVATE UNIT SKILLED NURSING FACILITY AND A 49 PRIVATE UNIT PERSONAL CARE FACILITY. | Desc |
| Total Program Service Expenses | $16,936,907 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | 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 | 159 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 464 | 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT L SUPPER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106458600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 WAVERLY ROAD | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190351254 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 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 | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| SCOTT M JENKINS | |||||||||
| CHAIR | 1.50 | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DONALD R FLEISCHER | |||||||||
| VICE CHAIR | 1.50 | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVE KIRKPATRICK | |||||||||
| VICE CHAIR | 1.50 | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| A GERALD RENTHAL | |||||||||
| TREASURER | 1.50 | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT ROBINSON | |||||||||
| SECRETARY | 1.50 | 0.25 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROBERT K BARRY | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY L BRAGG | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD E BAUER | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| R MICHAEL BUCKLEY | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE N CONROY | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELEANOR L DAVIS | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN W FUGALE | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA GILBERT | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GERALD J HANSEN | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNE MARIE HEIL | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN B MAHONEY | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KATHLEEN A MCENDY | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH P MCLEAN | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANITA A SUMMERS | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN H BALL | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD BUZZARD | |||||||||
| TRUSTEE | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DEBORAH WESSELLS | |||||||||
| TRUSTEE - LEFT OCT 2018 | 1.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS P GARVIN | |||||||||
| PRESIDENT & CEO | 45.00 | 0.00 | Yes (X) | $512,641 | $0 | $30,054 | |||
| ROBERT L SUPPER | |||||||||
| SENIOR VP & CFO | 45.00 | 0.00 | Yes (X) | $306,150 | $0 | $29,480 | |||
| MEREDITH FEHER | |||||||||
| SENIOR VP HEALTH CARE SERVICES | 45.00 | 0.00 | $229,547 | $0 | $29,301 | Yes (X) | |||
| PATRICIA RODGERS | |||||||||
| VP WAVERLY CARE ASSOCIATES | 45.00 | 0.00 | $197,774 | $0 | $23,468 | Yes (X) | |||
| JANET THOMPSON | |||||||||
| VP MARKETING | 45.00 | 0.00 | $183,380 | $0 | $21,397 | Yes (X) | |||
| MARC HEIL | |||||||||
| VP BUILDING SERVICES | 45.00 | 0.00 | $161,632 | $0 | $26,464 | Yes (X) | |||
| LAUREN KELLEY | |||||||||
| VP HUMAN RESOURCES | 45.00 | 0.00 | $127,976 | $0 | $26,430 | Yes (X) | |||
| JACQUELINE DONNELLY | |||||||||
| DIRECTOR OF NURSING | 45.00 | 0.00 | $141,737 | $0 | $10,831 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,860,837 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $197,425 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | 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 |
|---|---|---|---|---|---|
| WS CUMBY INC | |||||
| 938 LINCOLN AVENUE | SPRINGFIELD | PA | 19064 | CONSTRUCTION | $6,737,690 |
| LIBERTY BUILDERS | |||||
| 619 ELLIS ROAD | HAVERTOWN | PA | 19083 | CONSTRUCTION | $1,532,678 |
| REHABCARE | |||||
| 7733 FORSYTH BOULEVARD SUITE 1700 | ST LOUIS | MO | 63105 | HEALTHCARE | $868,977 |
| SPATIAL CODE INC | |||||
| 28 MAY STREET SUITE A | EDISON | NJ | 08837 | TECHNOLOGY | $748,363 |
| SYSCO PHILADELPHIA LLC | |||||
| PO BOX 6499 | PHILADELPHIA | PA | 19145 | DINING | $588,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $494,615 | AllOtherContributionsAmt |
| Noncash Contributions | $6,340 | NoncashContributionsAmt |
| Total Contributions | $494,615 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT CARE FEES | 623990 | $16,497,674 | $16,497,674 |
| SKILLED NURSING FACILITY | 623990 | $5,853,277 | $5,853,277 |
| AMORTIZATION OF DEFERRED REVENUE | 623990 | $3,327,074 | $3,327,074 |
| PERSONAL CARE | 623990 | $2,897,010 | $2,897,010 |
| MEMORY SERVICES | 623990 | $1,187,978 | $1,187,978 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,894,719 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,894,719 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $31,657,732 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,906,911 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $1,310,867 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,596,044 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $83,571 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $83,571 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $83,571 | TotalRevenueColumnAmt |
| Exclusion | $83,571 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,271,501 | SecuritiesAmt |
| Other | $28,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,272,211 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$710 | SecuritiesAmt |
| Other | $28,500 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,790 | TotalRevenueColumnAmt |
| Exclusion | $27,790 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $844,940 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $844,940 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $844,940 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,015,559 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,657,732 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,155,807 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,707,405 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,676 | TotalAmt |
| Program Services | $57,676 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,137,173 | TotalAmt |
| Program Services | $1,137,173 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,144,252 | TotalAmt |
| Program Services | $8,099,946 | ProgramServicesAmt |
| Management And General | $3,044,306 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $946,671 | TotalAmt |
| Management And General | $946,671 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,997,095 | TotalAmt |
| Program Services | $47,699 | ProgramServicesAmt |
| Management And General | $1,949,396 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932,016 | TotalAmt |
| Program Services | $717,536 | ProgramServicesAmt |
| Management And General | $214,480 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,257 | TotalAmt |
| Management And General | $112,257 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,630 | TotalAmt |
| Management And General | $71,630 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,065 | TotalAmt |
| Management And General | $71,065 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,640,165 | TotalAmt |
| Program Services | $1,473,823 | ProgramServicesAmt |
| Management And General | $166,342 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $130,330 | TotalAmt |
| Management And General | $130,330 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $602,193 | TotalAmt |
| Program Services | $35,728 | ProgramServicesAmt |
| Management And General | $566,465 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $160,354 | TotalAmt |
| Management And General | $160,354 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,998,196 | TotalAmt |
| Program Services | $1,358,169 | ProgramServicesAmt |
| Management And General | $1,640,027 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,944 | TotalAmt |
| Program Services | $10,198 | ProgramServicesAmt |
| Management And General | $30,746 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,530 | TotalAmt |
| Program Services | $5,605 | ProgramServicesAmt |
| Management And General | $9,925 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,555,107 | TotalAmt |
| Management And General | $1,555,107 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,168,928 | TotalAmt |
| Management And General | $5,168,928 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,040 | TotalAmt |
| Management And General | $343,040 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DINING SERVICES | $1,737,091 | $1,700,817 | $36,274 |
| SUPPLIES | $1,557,918 | $1,443,717 | $114,201 |
| MAINTENANCE & REPAIRS | $848,820 | $848,820 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,268,451 | TotalAmt |
| Program Services | $16,936,907 | ProgramServicesAmt |
| Management And General | $16,331,544 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,942,698 | BOYAmt |
| EOY | $1,258,667 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,159,563 | BOYAmt |
| EOY | $4,456,979 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,963,590 | BOYAmt |
| EOY | $6,241,433 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,714 | BOYAmt |
| EOY | $70,461 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,104 | BOYAmt |
| EOY | $951,232 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $165,208,233 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $67,387,933 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,504,170 | BOYAmt |
| EOY | $97,820,300 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,793,025 | BOYAmt |
| EOY | $35,695,024 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,639,139 | BOYAmt |
| EOY | $3,992,061 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,161,857 | BOYAmt |
| EOY | $2,580,894 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,082,860 | BOYAmt |
| EOY | $153,067,051 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,542,881 | BOYAmt |
| EOY | $5,634,023 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,631,094 | BOYAmt |
| EOY | $83,970,627 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,819,281 | BOYAmt |
| EOY | $47,180,578 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,302 | BOYAmt |
| EOY | $943,664 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,888,558 | BOYAmt |
| EOY | $137,728,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,516,305 | BOYAmt |
| EOY | $14,383,490 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $607,897 | BOYAmt |
| EOY | $884,569 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,100 | BOYAmt |
| EOY | $70,100 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,194,302 | BOYAmt |
| EOY | $15,338,159 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,082,860 | BOYAmt |
| EOY | $153,067,051 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,747,108 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,769,439 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $166,188 | 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 | $300,218 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $261,815 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $233,624 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $456,942 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $494,615 | CurrentTaxYearAmt |
| Total | $1,747,214 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,346,264 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,012,643 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,932,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,922,704 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,657,732 | CurrentTaxYearAmt |
| Total | $147,871,583 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,646,482 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,274,458 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,165,864 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,379,646 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,152,347 | CurrentTaxYearAmt |
| Total | $149,618,797 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $274,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $25,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $288,825 | CurrentTaxYearAmt |
| Total | $688,528 | 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 | $274,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100,703 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $25,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $288,825 | CurrentTaxYearAmt |
| Total | $688,528 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $148,930,269 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $850,470 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $254,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,314 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $339,002 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,679,615 | CurrentTaxYearAmt |
| Total | $3,170,440 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $696,030 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $747,158 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $532,107 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $908,256 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,154,807 | CurrentTaxYearAmt |
| Total | $5,038,358 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,546,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,001,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $579,421 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,247,258 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,834,422 | CurrentTaxYearAmt |
| Total | $8,208,798 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,297,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,044,697 | CurrentTaxYearMinus3YearsAmt |
| Total | $3,341,800 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,490,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,320,352 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,745,285 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $31,626,904 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,986,769 | CurrentTaxYearAmt |
| Total | $161,169,395 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.92410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92970 | PublicSupportPY509Pct |
| Investment Income CY | 0.05090 | InvestmentIncomeCYPct |
| Investment Income PY | 0.03610 | 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 | FEES FOR SERVICES - 2014 AMOUNT: $ 1,297,103. 2015 AMOUNT: $ 2,044,697. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $677,997 | BeginningYearBalanceAmt |
| Contributions | $494,615 | ContributionsAmt |
| Other Expenditures | $217,943 | OtherExpendituresAmt |
| End Year Balance | $954,669 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $457,763 | BeginningYearBalanceAmt |
| Contributions | $456,942 | ContributionsAmt |
| Other Expenditures | $236,708 | OtherExpendituresAmt |
| End Year Balance | $677,997 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $480,639 | BeginningYearBalanceAmt |
| Contributions | $233,624 | ContributionsAmt |
| Other Expenditures | $256,500 | OtherExpendituresAmt |
| End Year Balance | $457,763 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $452,436 | BeginningYearBalanceAmt |
| Contributions | $261,815 | ContributionsAmt |
| Other Expenditures | $233,612 | OtherExpendituresAmt |
| End Year Balance | $480,639 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $547,306 | BeginningYearBalanceAmt |
| Contributions | $300,218 | ContributionsAmt |
| Other Expenditures | $395,088 | OtherExpendituresAmt |
| End Year Balance | $452,436 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.07340 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.92660 | 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 | $11,505,208 | OtherCostOrOtherBasisAmt |
| Book Value | $11,505,208 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,809,701 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,587,223 | DepreciationAmt |
| Book Value | $46,222,478 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,371,858 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,439,330 | DepreciationAmt |
| Book Value | $22,932,528 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $43,659,194 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,892,570 | DepreciationAmt |
| Book Value | $15,766,624 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,862,272 | OtherCostOrOtherBasisAmt |
| Depreciation | $468,810 | DepreciationAmt |
| Book Value | $1,393,462 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $97,820,300 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT DEPOSITS | Desc |
| Amt | $943,664 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $943,664 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR: RESIDENTS' ASSISTANCE, EMPLOYEES' ASSISTANCE, AND CAPITAL IMPROVEMENTS. |
| PART X, LINE 2: | WAVERLY HEIGHTS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM STATE INCOME TAXES UNDER THE COMMONWEALTH OF PENNSYLVANIA STATUTES. WAVERLY HEIGHTS FOLLOWS THE PROVISIONS OF THE INCOME TAX ACCOUNTING STANDARDS REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. IT IS WAVERLY HEIGHTS POLICY TO ACCOUNT FOR ANY INTEREST OR PENALTIES ASSESSED RELATING TO UNCERTAIN TAX POSITIONS, IF ANY, AS GENERAL AND ADMINISTRATIVE EXPENSES. WAVERLY HEIGHTS DID NOT INCUR ANY INTEREST OR PENALTIES FOR THE YEARS ENDED DECEMBER 31, 2018 OR 2017. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE WAVERLY HEIGHTS CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $114,106 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $114,106 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $114,106 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MONTHLY MAINTENANCE FEE ASSISTANCE | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $57,676 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WAVERLY HEIGHTS MAINTAINS COMPLETE CONTROL OVER THE APPLICATION OF THE ASSISTANCE TO RESIDENTS ACCOUNTS AND IS THEREFORE ABLE TO CONFIRM ALL ASSISTANCE IS USED FOR ITS INTENDED PURPOSE. NO FUNDS ARE RELEASED TO THE RECIPIENTS DIRECTLY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS P GARVIN | ||||||||||||||
| PRESIDENT & CEO | $348,132 | $0 | $142,753 | $0 | $21,756 | $0 | $0 | $0 | $30,054 | $0 | $542,695 | $0 | $0 | $0 |
| ROBERT L SUPPER | ||||||||||||||
| SENIOR VP & CFO | $214,297 | $0 | $79,813 | $0 | $12,040 | $0 | $0 | $0 | $29,480 | $0 | $335,630 | $0 | $0 | $0 |
| MEREDITH FEHER | ||||||||||||||
| SENIOR VP HEALTH CARE SERVICES | $172,391 | $0 | $57,116 | $0 | $40 | $0 | $0 | $0 | $29,301 | $0 | $258,848 | $0 | $0 | $0 |
| PATRICIA RODGERS | ||||||||||||||
| VP WAVERLY CARE ASSOCIATES | $139,363 | $0 | $58,371 | $0 | $40 | $0 | $0 | $0 | $23,468 | $0 | $221,242 | $0 | $0 | $0 |
| JANET THOMPSON | ||||||||||||||
| VP MARKETING | $130,873 | $0 | $52,467 | $0 | $40 | $0 | $0 | $0 | $21,397 | $0 | $204,777 | $0 | $0 | $0 |
| MARC HEIL | ||||||||||||||
| VP BUILDING SERVICES | $127,482 | $0 | $34,110 | $0 | $40 | $0 | $0 | $0 | $26,464 | $0 | $188,096 | $0 | $0 | $0 |
| LAUREN KELLEY | ||||||||||||||
| VP HUMAN RESOURCES | $122,936 | $0 | $5,000 | $0 | $40 | $0 | $0 | $0 | $26,430 | $0 | $154,406 | $0 | $0 | $0 |
| JACQUELINE DONNELLY | ||||||||||||||
| DIRECTOR OF NURSING | $124,089 | $0 | $17,558 | $0 | $90 | $0 | $0 | $0 | $10,831 | $0 | $152,568 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THOMAS P. GARVIN, CEO: TRAVEL FOR COMPANIONS TOTALED $1,466, HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES TOTALED $9,464. THESE PAYMENTS ARE TREATED AS TAXABLE INCOME TO THE CEO. |
| PART I, LINE 7 | THE BONUS/INCENTIVE PAYMENTS MADE BY THE ORGANIZATION ARE CONSIDERED NON-FIXED PAYMENTS BECAUSE THE DETERMINATION OF THE AMOUNT RECEIVED INVOLVES DISCRETION. BONUSES/INCENTIVES ARE CALCULATED AS A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY. THIS PERCENTAGE IS NOT FIXED, BUT IT IS LIMITED TO A NARROW PRE-SET RANGE. THE BOARD HUMAN RESOURCES COMMITTEE TAKES INTO ACCOUNT MANY FACTORS IN DETERMINING IF A BONUS/INCENTIVE WILL BE PAID AND IF SO AT WHAT PERCENTAGE. THESE FACTORS INCLUDE BUT ARE NOT LIMITED TO: USE OF COMPARABILITY DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT, EMPLOYEE PERFORMANCE, FINANCIAL STATUS OF THE ORGANIZATION, ETC. THE BONUS/INCENTIVE IS NOT CONTINGENT ON NET EARNINGS OR REVENUE. BONUS/INCENTIVE PAYMENTS FOR ALL THOSE LISTED ON FORM 990, PART VII, SECTION A, LINE 1 ARE NOTED ON SCHEDULE J, PART II. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY | |||||||
| A | 232447147 | 2014-02-01 | $11,184,057 | TO REFINANCE 2006 BONDS ISSUED | 0 | 0 | 0 |
| MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| B | 232245125 | 2013-09-03 | $5,990,000 | TO REFINANCE 2009 BONDS ISSUED | 0 | 0 | 0 |
| MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| C | 232245125 | 2013-08-16 | $10,000,000 | TO REFINANCE 2009 BONDS ISSUED | 0 | 0 | 0 |
| MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| D | 232245125 | 2013-08-01 | $10,000,000 | TO REFINANCE 2009 BONDS ISSUED | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|
| A | $3,605,349 | $11,184,057 | $11,184,057 | 2014 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $75,000 | $5,990,000 | $5,990,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
| C | $145,000 | $10,000,000 | $10,000,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
| D | $145,000 | $10,000,000 | $10,000,000 | 2013 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | 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 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) | |||
| M&T BANK | |||||||||
| B | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 8.300000000000 | 0 | 0 |
| M&T BANK | |||||||||
| C | Yes (1) | Yes (1) | Yes (1) | 0 | 0 | Yes (1) | 8.300000000000 | 0 | 0 |
| (no name) | |||||||||
| D | Yes (1) | Yes (1) | 0 | 0 | 0 | Yes (1) | |||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| GREEN LANE INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| A | 030602074 | 2015-12-22 | $10,000,000 | TO FINANCE 2016 EXPANSION PROJECT | 0 | 0 | 0 |
| GREEN LANE INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| B | 030602074 | 2015-01-29 | $5,000,000 | TO FINANCE 2016 EXPANSION PROJECT | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $250,037 | $10,000,000 | $153,923 | $9,846,077 | 2018 | 0 | 0 | 0 | 0 |
| B | $105,707 | $5,000,000 | $65,937 | $4,934,063 | 2018 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIR OF THE BOARD, VICE-CHAIRS, SECRETARY, TREASURER, AND ONE ADDITIONAL TRUSTEE WHO IS NOT AN OFFICER WHO SHALL BE ELECTED BY THE BOARD AT THE ANNUAL MEETING FOR A TERM OF ONE YEAR. AT LEAST ONE MEMBER OF THE EXECUTIVE COMMITTEE SHALL BE A TRUSTEE WHO IS A RESIDENT OF WAVERLY HEIGHTS, LTD. THE EXECUTIVE COMMITTEE SHALL HAVE FULL AUTHORITY TO MANAGE AND CONTROL THE BUSINESS AND AFFAIRS OF THE WAVERLY HEIGHTS, LTD. BETWEEN MEETINGS OF THE BOARD, WITH ALL OF THE POWERS OF THE BOARD ITSELF, EXCEPT THAT IT SHALL NOT HAVE THE POWER OR AUTHORITY AS TO THE FOLLOWING: (A) THE CREATION OF OR FILLING OF VACANCIES IN THE BOARD; (B) THE ADOPTION, AMENDMENT OR REPEAL OF THESE BYLAWS; (C) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD; AND (D) ACTION ON MATTERS COMMITTED BY A RESOLUTION OF THE BOARD TO ANOTHER COMMITTEE OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CFO AND CONTROLLER. THE AUDIT COMMITTEE PERFORMS A FINAL REVIEW AND A THEN A COPY IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | WAVERLY HEIGHTS, LTD.'S CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY TO PROVIDE GUIDANCE TO GOVERNING BOARD MEMBERS. ALL NEW MEMBERS SIGN OFF ON THIS POLICY UPON APPOINTMENT TO THE BOARD. ANY POSSIBLE CONFLICT OF INTEREST ON THE PART OF THE GOVERNING BOARD MEMBERS IS REQUIRED TO BE TIMELY DISCLOSED UPON REALIZATION OF THE POTENTIAL CONFLICT TO THE OTHER MEMBERS OF THE BOARD AND MADE A MATTER OF RECORD WHEN THE CONFLICT BECOMES A MATTER OF BOARD ACTION. THE BOARD MAKES THE DECISION AS TO WHETHER A POTENTIAL CONFLICT IS AN ACTUAL CONFLICT. ANY GOVERNING BOARD MEMBERS HAVING A CONFLICT OF INTEREST SHALL NOT VOTE OR USE THEIR PERSONAL INFLUENCE ON THE MATTER, EVEN WHERE PERMITTED BY LAW. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE, ABSTENTION AND THE QUORUM. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CEO, OTHER OFFICERS AND KEY EMPLOYEES OF WAVERLY HEIGHTS, LTD. IS DETERMINED BY THE BOARD HUMAN RESOURCES COMMITTEE BASED ON THE RECOMMENDATIONS FROM AN INDEPENDENT CONSULTANT. THE CONSULTANT BASES THEIR INFORMATION ON SURVEY DATA FROM SIMILAR LIFE PLAN COMMUNITIES AND EXTERNAL DATA. ADDITIONALLY, ANY SIGNIFICANT ADJUSTMENTS FOR CHANGE AND ANNUAL ADJUSTMENTS ARE REVIEWED AND RECOMMENDED BY THE BOARD HUMAN RESOURCES COMMITTEE TO THE BOARD OF TRUSTEES. THIS PROCESS WAS REVIEWED AND APPROVED IN 2018. THE DELIBERATION AND FINAL DECISION WERE DOCUMENTED IN THE BOARD AND COMMITTEE MINUTES WITH SPECIFIC DETAILS DOCUMENTED IN CONFIDENTIAL EMPLOYEE FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALL MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | UNREALIZED NET GAIN ON OBLIGATION UNDER INTEREST RATE SWAP AGREEMENT 166,188. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAVERLY CARE ASSOCIATES | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 WAVERLY ROAD | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190351254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232655145 | EIN |
| Primary Activities | COMPANION SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAVERLY HEIGHTS LTD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | S | EntityTypeTxt |
| Share Of Total Income | $1,310,867 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,695,646 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| WAVERLY CARE ASSOCIATES | ||
| L | $844,940 | FAIR MARKET VALUE |
| WAVERLY CARE ASSOCIATES | ||
| S | $1,309,275 | FAIR MARKET VALUE |