BRETHREN VILLAGE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BRETHREN VILLAGE (EIN 23-1425014)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-03-27
- IRS object ID
- 201830869349300928
- Schema version
- 2016v3.0
- 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 G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-03-27T16:04:18-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 1650 Market Street Suite 4500 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231425014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brethren Village | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRET | BusinessNameControlTxt |
| Phone | 7175692657 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 Lititz Pike | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Rodney L Martzall | PersonNm |
| Person Title | VP FINANCE/ cfo | PersonTitleTxt |
| Phone | 7175692657 | PhoneNum |
| Signature | 2018-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Julius C Green CPA | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 96.89.178.154 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-03-23 | IPDt |
| IP Tm | 15:58:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9D0D8DD59390B7764A3ECE0F40BBFE3618018605 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | JOHN N SNADER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 Lititz Pike | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $69,834,162 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.bv.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1897 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | To provide a continuum of services and Christ-like care to support the aging process. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 695 | TotalEmployeeCnt |
| Total Volunteers | 425 | TotalVolunteersCnt |
| Total Gross UBI | $40,804 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$14,480 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,819,875 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,718,194 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,202,083 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $39,298,497 | CYProgramServiceRevenueAmt |
| PY Investment Income | $294,717 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,691,664 | CYInvestmentIncomeAmt |
| PY Other Revenue | $515,101 | PYOtherRevenueAmt |
| CY Other Revenue | $460,884 | CYOtherRevenueAmt |
| PY Total Revenue | $39,831,776 | PYTotalRevenueAmt |
| CY Total Revenue | $43,169,239 | 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 | $17,015,344 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,269,247 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $274,145 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,123,461 | PYOtherExpensesAmt |
| CY Other Expenses | $28,897,102 | CYOtherExpensesAmt |
| PY Total Expenses | $42,138,805 | PYTotalExpensesAmt |
| CY Total Expenses | $47,166,349 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,307,029 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,997,110 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $184,049,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $180,784,572 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $183,493,528 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $182,450,556 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $555,489 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,665,984 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | The mission of Brethren Village is to provide a continuum of services and Christ-like care to support the aging process and to enhance the spiritual, physical, social and emotional wholeness of residents, team members, and the community. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,096,262 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $15,156,740 | RevenueAmt |
| Desc | Our independent residential area enables individuals to continue living in an independent setting while being "connected" to a continuum of care. It offers the perfect mix of convenience and flexibility. Financially, our wide range of entrance and monthly fee plans fit most budgets. A maintenance free home is only part of the comprehensive living experience, which includes among many other things: fitness centers, therapeutic and recreational activities, transportation, dining venues, and priority access to personal or skilled care. Approximately 242,000 resident days of residential living were recorded during the year ended June 30, 2017. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,038,675 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $13,219,253 | RevenueAmt |
| Desc | Our Courtyards nursing facility features 120 residences and provides dependable, person centered, quality health care services to individuals who may be recovering from an accident or surgery or who are in need of long term services. The focus is on providing quality care in a home environment. Over 42,000 resident days of nursing service were provided during the year ended June 30, 2017. Approximately 40% of the residents receiving services were receiving government assistance. Approximately $1,178,000 on a cost basis was provided in charity care for the year. The Courtyards stresses dignity, independence, respect and overall well-being of residents as they require more assistance during the aging process. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $7,900,818 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $7,439,656 | RevenueAmt |
| Desc | Our personal care offers a caring, independent living environment for Residents who need assistance with activities of daily living such as bathing, dressing, housekeeping or medications. Over 50,000 resident days of personal care services were provided during the year ended June 30, 2017. Round-the-clock personalized care is provided to residents in comfortable, home-like apartments or suites. Approximately 16% of the residents receiving services were subsidized through government and organizational assistance. Benevolent care of approximately $800,000 on a cost basis was provided in this fiscal year. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,698,739 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,482,848 | RevenueAmt |
| Desc | Our home care agency brings quality health care services to the privacy and convenience of our clients' homes whether the client resides in our residential setting or resides in the greater Lancaster community. Home care is the primary vehicle utilized in Brethren Village's "Choice+ program", which strives to provide the services that can keep a Resident living in the place of their choosing with confidence that they are safe and that their physical, mental, spiritual and emotional needs are being met. Over 20,000 hours of private duty home care services and government contract services were delivered to clients during the year ended June 30, 2017.Our short-term rehabilitation center operates under separate licensure obtained in May 2016 as the Rehabilitation Center at Brethren Village, LLC. This rehabilitation center is a freestanding building with 20 private suites, featuring a complete range of therapy services. The new center is designed to bring the outdoors inside to create a tranquil healing environment, leading to successful short term rehabilitation. An aspect of Brethren Village that makes us unique is our comprehensive transition of services throughout recovery. Approximately 4,500 days of nursing service were provided during the period ended June 30, 2017. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $3,698,739 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $3,482,848 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $41,734,494 | 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 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 99 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 695 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | Rodney L Martzall VP FINANCECFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7175692657 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 Lititz Pike | AddressLine1Txt |
| City | Lititz | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17543 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN L FAUS | ||||||||
| CHAIR | 1.50 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| J Eric Brubaker | ||||||||
| VICE CHAIR | 1.50 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS F DEIHM | ||||||||
| TREASURER | 1.50 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ALAN R OVER | ||||||||
| SECRETARY | 1.50 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Carol D Hess | ||||||||
| ASST SECRETARY/TREASURER | 1.50 | 0.20 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| John W Biemiller | ||||||||
| DIRECTOR | 1.50 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JOANNE C ESHELMAN | ||||||||
| DIRECTOR | 1.50 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JOHN H GIBBEL | ||||||||
| DIRECTOR | 1.50 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| heather h landram | ||||||||
| DIRECTOR | 1.50 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN D LEAMAN | ||||||||
| DIRECTOR | 1.50 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN E WENZEL | ||||||||
| DIRECTOR | 1.50 | 0.20 | Yes (X) | $0 | $0 | $0 | ||
| JOHN N SNADER | ||||||||
| President/CEO | 39.00 | 1.00 | Yes (X) | $180,869 | $0 | $20,436 | ||
| David S Rayha | ||||||||
| VP Operations/COO | 39.00 | 1.00 | Yes (X) | $122,306 | $0 | $22,994 | ||
| Rodney L Martzall | ||||||||
| VP Finance/CFO | 39.00 | 1.00 | Yes (X) | $114,123 | $0 | $18,280 | ||
| F Scott Wissler | ||||||||
| VP Marketing | 40.00 | $110,983 | $0 | $11,054 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $528,281 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $72,764 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 |
|---|---|---|---|---|---|
| SODEXO INC & AFFILIATES | |||||
| PO Box 360170 | Pittsburgh | PA | 15251 | Dining, Housekeeping, and Laundry Servic | $2,356,258 |
| WARFEL | |||||
| 1110 ENTERPRISE ROAD | EAST PETERSBURG | PA | 17520 | CONSTRUCTION | $2,023,857 |
| Wagman Construction | |||||
| 3290 N Susquehanna Trail | York | PA | 17406 | Construction | $1,587,639 |
| Covenant Alliance Rehab East LLC | |||||
| 28100 Torch Parkway | Warrenville | IL | 60555 | Therapy Contract | $1,245,953 |
| Primary Staffing Services Inc | |||||
| 1525 Oregon Pike Suite 301 | LANCASTER | PA | 17601 | NURSING AGENCY | $716,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 20 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $134,766 | FundraisingAmt |
| All Other Contributions | $1,583,428 | AllOtherContributionsAmt |
| Noncash Contributions | $659 | NoncashContributionsAmt |
| Total Contributions | $1,718,194 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| personal Care/Residential Living | 623000 | $17,257,228 | $17,257,228 |
| nursing | 623000 | $12,733,870 | $12,733,870 |
| Amort of Advance Fees | 623000 | $4,160,949 | $4,160,949 |
| short term rehabilitation | 623000 | $2,834,247 | $2,834,247 |
| other Resident Service Rev | 623000 | $1,193,512 | $1,193,512 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,118,691 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,118,691 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $39,298,497 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,114,555 | TotalRevenueColumnAmt |
| Exclusion | $1,114,555 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $172,785 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $159,502 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,283 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,283 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$12,654 | UnrelatedBusinessRevenueAmt |
| Exclusion | $25,937 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,046,625 | SecuritiesAmt |
| Other | $1,800 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,468,392 | SecuritiesAmt |
| Other | $2,924 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $578,233 | SecuritiesAmt |
| Other | -$1,124 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $577,109 | TotalRevenueColumnAmt |
| Exclusion | $577,109 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,934 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $134,766 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $34,105 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,171 | TotalRevenueColumnAmt |
| Exclusion | -$9,171 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| Coffee Shop Revenue | 722210 | $197,953 | $197,953 | |
| CATERING | 722320 | $41,298 | $41,298 | |
| Resident Upgrades | 900099 | $39,906 | $39,906 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $177,615 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $12,160 | UnrelatedBusinessRevenueAmt |
| Exclusion | $165,455 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $456,772 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $43,169,239 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,298,497 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $40,804 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,111,744 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $526,440 | TotalAmt |
| Program Services | $439,466 | ProgramServicesAmt |
| Management And General | $80,086 | ManagementAndGeneralAmt |
| Fundraising | $6,888 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,900,738 | TotalAmt |
| Program Services | $11,645,220 | ProgramServicesAmt |
| Management And General | $2,078,113 | ManagementAndGeneralAmt |
| Fundraising | $177,405 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $543,794 | TotalAmt |
| Program Services | $415,104 | ProgramServicesAmt |
| Management And General | $119,237 | ManagementAndGeneralAmt |
| Fundraising | $9,453 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,224,522 | TotalAmt |
| Program Services | $1,854,233 | ProgramServicesAmt |
| Management And General | $338,058 | ManagementAndGeneralAmt |
| Fundraising | $32,231 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,073,753 | TotalAmt |
| Program Services | $905,064 | ProgramServicesAmt |
| Management And General | $155,338 | ManagementAndGeneralAmt |
| Fundraising | $13,351 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,376 | TotalAmt |
| Program Services | $92,376 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,317 | TotalAmt |
| Management And General | $25,317 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,799 | TotalAmt |
| Management And General | $68,799 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,577 | TotalAmt |
| Management And General | $1,577 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $159,283 | TotalAmt |
| Program Services | $35,080 | ProgramServicesAmt |
| Management And General | $123,670 | ManagementAndGeneralAmt |
| Fundraising | $533 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,543,678 | TotalAmt |
| Program Services | $5,060,182 | ProgramServicesAmt |
| Management And General | $483,496 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,109 | TotalAmt |
| Program Services | $16,426 | ProgramServicesAmt |
| Management And General | $282,424 | ManagementAndGeneralAmt |
| Fundraising | $11,259 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,063,654 | TotalAmt |
| Program Services | $798,115 | ProgramServicesAmt |
| Management And General | $252,754 | ManagementAndGeneralAmt |
| Fundraising | $12,785 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,587 | TotalAmt |
| Program Services | $125 | ProgramServicesAmt |
| Management And General | $232,462 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,501,597 | TotalAmt |
| Program Services | $1,501,597 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,030 | TotalAmt |
| Program Services | $8,382 | ProgramServicesAmt |
| Management And General | $2,081 | ManagementAndGeneralAmt |
| Fundraising | $1,567 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,684 | TotalAmt |
| Program Services | $20,004 | ProgramServicesAmt |
| Management And General | $19,575 | ManagementAndGeneralAmt |
| Fundraising | $8,105 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,715,698 | TotalAmt |
| Program Services | $6,715,698 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,858,427 | TotalAmt |
| Program Services | $6,858,427 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,854 | TotalAmt |
| Program Services | $250 | ProgramServicesAmt |
| Management And General | $316,604 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| LOSS- BOND REFINANCING | $2,510,265 | $2,510,265 | |
| Food | $1,555,541 | $1,554,107 | $1,434 |
| PHARMACY - DRUGS | $511,824 | $503,864 | $7,960 |
| mediCAL SUPPLIES | $323,550 | $323,550 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,046,252 | TotalAmt |
| Program Services | $476,959 | ProgramServicesAmt |
| Management And General | $568,725 | ManagementAndGeneralAmt |
| Fundraising | $568 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,166,349 | TotalAmt |
| Program Services | $41,734,494 | ProgramServicesAmt |
| Management And General | $5,157,710 | ManagementAndGeneralAmt |
| Fundraising | $274,145 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,692 | BOYAmt |
| EOY | $78,673 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,133,741 | BOYAmt |
| EOY | $14,869,464 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $725,979 | BOYAmt |
| EOY | $1,444,441 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,919,423 | BOYAmt |
| EOY | $1,550,858 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $897,603 | BOYAmt |
| EOY | $1,392,148 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $198,293,189 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $78,108,677 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,408,415 | BOYAmt |
| EOY | $120,184,512 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,796,249 | BOYAmt |
| EOY | $37,072,065 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,164,915 | BOYAmt |
| EOY | $4,192,411 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,049,017 | BOYAmt |
| EOY | $180,784,572 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,314,325 | BOYAmt |
| EOY | $9,757,515 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,147,307 | BOYAmt |
| EOY | $28,217,368 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,955,000 | BOYAmt |
| EOY | $113,582,012 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,369,186 | BOYAmt |
| EOY | $1,240,268 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,707,710 | BOYAmt |
| EOY | $29,653,393 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,493,528 | BOYAmt |
| EOY | $182,450,556 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$12,385,322 | BOYAmt |
| EOY | -$15,736,132 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,001,219 | BOYAmt |
| EOY | $2,919,447 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,939,592 | BOYAmt |
| EOY | $11,150,701 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,489 | BOYAmt |
| EOY | -$1,665,984 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,049,017 | BOYAmt |
| EOY | $180,784,572 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,997,110 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $550,236 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,225,401 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $919,746 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,804,564 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,977,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,819,875 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,718,194 | CurrentTaxYearAmt |
| Total | $8,239,745 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,795,740 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,844,554 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $35,826,019 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,202,083 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,298,497 | CurrentTaxYearAmt |
| Total | $180,966,893 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $152,988 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $148,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $174,998 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $208,498 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $197,953 | CurrentTaxYearAmt |
| Total | $882,574 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,868,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,797,255 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $37,978,383 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $39,230,456 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,214,644 | CurrentTaxYearAmt |
| Total | $190,089,212 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $185,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,000 | CurrentTaxYearAmt |
| Total | $535,000 | 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 | $185,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $160,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $25,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,000 | CurrentTaxYearAmt |
| Total | $535,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $189,554,212 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $720,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $969,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,067,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,272,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,287,340 | CurrentTaxYearAmt |
| Total | $5,316,689 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $720,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $969,188 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,067,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,272,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,287,340 | CurrentTaxYearAmt |
| Total | $5,316,689 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,992 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $157,268 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $80,964 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $200,713 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $205,361 | CurrentTaxYearAmt |
| Total | $740,298 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $35,684,763 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $37,923,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $39,126,837 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,703,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $42,707,345 | CurrentTaxYearAmt |
| Total | $196,146,199 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.96640 | PublicSupportCY509Pct |
| Public Support PY509 | 0.96780 | PublicSupportPY509Pct |
| Investment Income CY | 0.02710 | InvestmentIncomeCYPct |
| Investment Income PY | 0.02550 | 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 | MISCELLANEOUS REV - 2012 Amount: $ 19,463. 2013 Amount: $ 61,139. 2014 Amount: $ 50,054. 2015 Amount: $ 175,830. 2016 Amount: $ 165,455. Resident Upgrades - 2012 Amount: $ 13,852. 2013 Amount: $ 96,129. 2014 Amount: $ 22,520. 2015 Amount: $ 20,486. 2016 Amount: $ 39,906. CASH DISCOUNTS - 2012 Amount: $ 4,009. 2014 Amount: $ 8,390. 2015 Amount: $ 4,397. INSURANCE CLAIMS - 2012 Amount: $ 43,657. OFFICE POSTAGE/COPIES - 2012 Amount: $ 15,011. | 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 | $1,577 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,577 | 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 | THE ORGANIZATION PAYS DUES TO LEADING AGE'S NATIONAL AND STATE ASSOCIATIONS, A PORTION OF WHICH IS USED FOR LOBBYING PURPOSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,640,517 | BeginningYearBalanceAmt |
| Contributions | $74,582 | ContributionsAmt |
| Investment Earnings Or Losses | $767,033 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $605,000 | OtherExpendituresAmt |
| End Year Balance | $7,877,132 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,661,750 | BeginningYearBalanceAmt |
| Contributions | $100,750 | ContributionsAmt |
| Investment Earnings Or Losses | $483,017 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $605,000 | OtherExpendituresAmt |
| End Year Balance | $7,640,517 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,864,578 | BeginningYearBalanceAmt |
| Contributions | $92,942 | ContributionsAmt |
| Investment Earnings Or Losses | $234,230 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $530,000 | OtherExpendituresAmt |
| End Year Balance | $7,661,750 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,088,178 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,189,361 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $390,000 | OtherExpendituresAmt |
| Administrative Expenses | $22,961 | AdministrativeExpensesAmt |
| End Year Balance | $7,864,578 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,977,006 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $438,286 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $310,000 | OtherExpendituresAmt |
| Administrative Expenses | $17,114 | AdministrativeExpensesAmt |
| End Year Balance | $7,088,178 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $1,635,999 | OtherCostOrOtherBasisAmt |
| Book Value | $1,635,999 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $166,954,116 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,288,037 | DepreciationAmt |
| Book Value | $104,666,079 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,347,836 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,515,968 | DepreciationAmt |
| Book Value | $5,831,868 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,355,238 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,304,672 | DepreciationAmt |
| Book Value | $8,050,566 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $120,184,512 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Refundable Fees and Deposits | $29,089,328 |
| SPLIT-INTEREST OBLIGATIONS | $564,065 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $29,653,393 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,103,404 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $550,236 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,190,322 | OtherRevenueAmt |
| Revenue Not Reported | $1,740,558 | RevenueNotReportedAmt |
| Revenue Subtotal | $43,362,846 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$193,607 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$193,607 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $43,169,239 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $47,324,876 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $193,607 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $193,607 | ExpensesNotReportedAmt |
| Expenses Subtotal | $47,131,269 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $35,080 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $35,080 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $47,166,349 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | THE ENDOWMENT FUND IS INVESTED WITH AN EMPHASIS ON LONG-TERM GROWTH AND RETURN AND USES THE TOTAL RETURN CONCEPT FOR PERFORMANCE EVALUATION. ANNUAL DISTRIBUTIONS ARE MADE FROM THE ENDOWMENT FUND FOR USE IN THE ORGANIZATION'S NORMAL OPERATIONS. |
| Part X, Line 2: | The Corporation accounts for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold is met. |
| Part XI, Line 2d - Other Adjustments: | PENSION LIABILITY ADJUSTMENT 1,053,912. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 115,229. VALUATION GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUSTS 56,261. investment management fees netted on financial statements -35,080. |
| Part XI, Line 4b - Other Adjustments: | RENTAL EXPENSES -159,502. Fundraising Expenses -34,105. |
| Part XII, Line 2d - Other Adjustments: | RENTAL EXPENSES 159,502. Fundraising Expenses 34,105. |
| Part XII, Line 4b - Other Adjustments: | investment management fees netted on financial statements 35,080. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Banquet | Event1Nm |
| Gross Receipts Event1 | $80,185 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $67,581 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $12,604 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $4,186 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,213 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $100 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $4,105 | OtherDirectExpensesEvent1Amt |
| Event2 | Golf Outing | Event2Nm |
| Gross Receipts Event2 | $79,515 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $67,185 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $12,330 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $9,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,237 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,264 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $159,700 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $134,766 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,934 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $13,186 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $12,450 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $100 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,369 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $34,105 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$9,171 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN N SNADER | PersonNm |
| Title | President/CEO | TitleTxt |
| Base Compensation Filing Org | $180,869 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,372 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $13,064 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $201,305 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | Union League membership in the amount of $4,730 was included in the compensation of John Snader (President/CEO). | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| LANCASter County Hospital Authority | ||||||||
| A | 236648018 | 514045H22 | 2015-07-30 | $9,905,875 | CAPITAL PROJECTS | 0 | Yes (1) | 0 |
| Lancaster County Hospital Authority | ||||||||
| B | 236648018 | 514045S79 | 2017-04-12 | $101,882,309 | REFINANCE 2008 BONDS | 0 | Yes (1) | 0 |
| LANCASTER County Hospital Authority | ||||||||
| C | 236648018 | NONEAVAIL | 2017-03-31 | $20,000,000 | CAPITAL PROJECTS | 0 | Yes (1) | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $160,000 | $9,908,519 | $672,560 | $468,164 | $209,617 | $8,561,338 | 2016 | 0 | 0 | Yes (1) | Yes (1) | |
| B | $101,882,309 | $7,129,633 | $1,404,040 | 2017 | Yes (1) | 0 | Yes (1) | Yes (1) | $100,478,269 | |||
| C | $1,901,800 | $190,166 | $1,711,634 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE K , PART II LINE 3 | FormAndLineReferenceDesc |
| Explanation | BOND ISSUE A - TOTAL PROCEEDS OF ISSUE ON PART II LINE 3 DIFFERS FROM THE ISSUANCE PRICE REPORTED ON PART I DUE TO INVESTMENT EARNINGS OF $2,644. BOND ISSUE C - TOTAL PROCEEDS OF ISSUE ON PART II LINE 3 REPRESENTS THE AMOUNT DRAWN DOWN AS OF JUNE 30, 2017 AS OPPOSED TO THE FULL ISSUE PRICE REPORTED IN PART I. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | Management prepares/gathers information needed for tax consultant to prepare tax returns. Management participates in the review process prior to presenting to the Finance Committee of Brethren Village for review and approval. Returns are then made available to all board members prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | ALL OF THE ORGANIZATION'S EXPENDITURES ARE SUBJECT TO APPROPRIATE APPROVALS THROUGH THE ORGANIZATION'S PURCHASING POLICY. ADDITIONALLY, TRANSACTIONS WITH ANY COMPANIES AFFILIATED WITH BOARD MEMBERS ARE MONITORED AND ANALYZED BY THE ACCOUNTING DEPARTMENT AND REPORTED IN OUR ANNUAL DISCLOSURE STATEMENT, IF APPLICABLE. BRETHREN VILLAGE HAS A CONFLICT OF INTEREST POLICY WHICH IS DIRECTED NOT ONLY TO DIRECTORS AND OFFICERS, BUT TO ALL TEAM MEMBERS WHO CAN INFLUENCE THE ACTIONS OF BRETHREN VILLAGE. DISCLOSURE OF CONFLICTS SHOULD BE MADE TO THE PRESIDENT (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD CHAIR), WHO SHALL BRING THE MATTER TO THE ATTENTION OF THE BOARD OR DULY CONSTITUTED COMMITTEE THEREOF. DISCLOSURE INVOLVING DIRECTORS SHOULD BE MADE TO THE BOARD CHAIR (OR IF SHE OR HE IS THE ONE WITH THE CONFLICT, THEN TO THE BOARD VICE-CHAIR), WHO SHALL BRING THE MATTER TO THE BOARD OR A DULY CONSTITUTED COMMITTEE THEREOF. ANY BOARD OF DIRECTOR MEMBER HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHOULD NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER, AND SHOULD NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING. THE MINUTES OF THE MEETING SHOULD REFLECT THAT A DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, AND THE QUORUM SITUATION. EACH MEMBER OF THE BOARD, CORPORATE OFFICERS, AND MEMBERS OF THE BOARD COMMITTEES SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE POLICY, (C) HAS AGREED TO COMPLY WITH THE POLICY, AND (D) UNDERSTANDS THAT BRETHREN VILLAGE IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. THE EXECUTIVE ASSISTANT IS RESPONSIBLE FOR ENSURING THAT EVERYONE COMPLETES A STATEMENT ANNUALLY. |
| Form 990, Part VI, Section B, line 15 | the Executive Committee of Brethren Village Board establishes compensation for the President. The committee relies on external data including an executive wage survey, specific for the senior living industry, as well as other comparable wage indicators (Economic Outlook, etc.). Compensation for Vice Presidents and other positions (key employees) within the organization are established using internally developed data (compensation ranges) and external survey data from state associations and other similar groups by the President. Salaries are reviewed annually. Minutes of the committee meetings are recorded and filed. Salary adjustments are forwarded to the HR department by the president with the proper documentation/authorization. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interest policy and financial statements available to the public upon request. |
| Form 990, Part IX, line 11g | CONSULTING: Program service expenses 5,005. Management and general expenses 37,131. Fundraising expenses 0. Total expenses 42,136. CONTRACTED SERVICES: Program service expenses 3,207,765. Management and general expenses 310,232. Fundraising expenses 0. Total expenses 3,517,997. PENSION ADMINISTRATION FEES: Program service expenses 0. Management and general expenses 136,133. Fundraising expenses 0. Total expenses 136,133. LABORATORY: Program service expenses 25,450. Management and general expenses 0. Fundraising expenses 0. Total expenses 25,450. AGENCY FEES: Program service expenses 1,734,974. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,734,974. DISPOSAL FEES: Program service expenses 86,988. Management and general expenses 0. Fundraising expenses 0. Total expenses 86,988. |
| Form 990, Part XI, line 9: | CHANGE IN VALUE OF SPLIT-INTEREST ADJUSTMENT 115,228. Pension Liability Adjustment 1,053,912. VALUATION GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUSTS 56,261. |
| FORM 990, PART XII, QUESTION 2C: | THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE REVIEW OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PREVIOUS YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| BRETHREN VILLAGE REALTY LLC | |||||||||
| 3001 LITITZ PIKE | LITITZ | PA | 17543 | 473043533 | REAL ESTATE RENTAL | PA | -$18,378 | $2,036,171 | BRETHREN VILLAGE |
| Rehabilitation Center at Brethren Village LLC | |||||||||
| 3001 LITITZ PIKE | LITITZ | PA | 17543 | 475409118 | short-term rehabilitation center | PA | -$368,420 | $1,035,247 | Brethren VILLAGE |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| BRETHREN SERVICES INC | ||||||||||
| 3001 LITITZ PIKE | LITITZ | PA | 17543 | 232293927 | PROVIDES LOW INCOME HOUSING FOR THE ELDERLY AND HANDICAPPED | PA | 501(c)(3) | Line 10 | BRETHREN VILLAGE | Yes (1) |
| BRETHREN SERVICES II INC | ||||||||||
| 3001 LITITZ PIKE | LITITZ | PA | 17543 | 202081463 | PROVIDES LOW INCOME HOUSING FOR THE ELDERY | PA | 501(c)(3) | Line 10 | BRETHREN VILLAGE | Yes (1) |
| 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 | 0 | 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 | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BRETHREN SERVICES I | ||
| L | $126,309 | ACTUAL COST |
| BRETHREN SERVICES II | ||
| L | $110,202 | ACTUAL COST |
| bRETHREN SERVICES I | ||
| Q | $84,600 | ACTUAL COST |
| BRETHREN SERVICES II | ||
| Q | $78,607 | ACTUAL COST |
| bRETHREN SERVICES I | ||
| O | $73,768 | acTUAL COST |
| BRETHREN SERVICES II | ||
| O | $73,768 | acTUAL COST |