STAPELEY HALL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STAPELEY HALL (EIN 23-2145152)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-10-31
- IRS object ID
- 201713049349300611
- 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 D
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-31T07:32:50-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232145152 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAPELEY HALL | BusinessNameLine1Txt |
| Business Name Line2 | DBA WESLEY ENHANCED LIVING AT STAPELEY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STAP | BusinessNameControlTxt |
| Phone | 2153540565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 626 JACKSONVILLE ROAD NO 200 | AddressLine1Txt |
| City | WARMINSTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18974 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEN FRANIAK | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2153540565 | PhoneNum |
| Signature | 2017-10-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICKI RAIVITCH CPA | PreparerPersonNm |
| PTIN | P02060731 | 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 | 2017-10-26 | IPDt |
| IP Tm | 15:14:15 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 99C95A981D0D28C6F98C4015289DF6597996F4F5 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 394A7FA129EBD35E740D740E94607AC39CEA42AE | 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 | JEFF PETTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 626 JACKSONVILLE ROAD NO 200 | AddressLine1Txt |
| City | WARMINSTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18974 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,741,253 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Group Exemption | 3423 | GroupExemptionNum |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WEL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1980 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 372 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $57,051 | PYContributionsGrantsAmt |
| CY Contributions Grants | $173,384 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,486,116 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,388,696 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,650 | PYInvestmentIncomeAmt |
| CY Investment Income | $46,553 | CYInvestmentIncomeAmt |
| PY Other Revenue | $115,085 | PYOtherRevenueAmt |
| CY Other Revenue | $132,620 | CYOtherRevenueAmt |
| PY Total Revenue | $14,684,902 | PYTotalRevenueAmt |
| CY Total Revenue | $14,741,253 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $119,166 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $140,733 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,974,337 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,144,785 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,234,526 | PYOtherExpensesAmt |
| CY Other Expenses | $5,402,561 | CYOtherExpensesAmt |
| PY Total Expenses | $15,328,029 | PYTotalExpensesAmt |
| CY Total Expenses | $15,688,079 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$643,127 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$946,826 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,585,604 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,268,315 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $24,282,425 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,988,781 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,303,179 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,279,534 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE RESIDENTS, WITHOUT REGARD TO THEIR RELIGIOUS, ETHNIC, RACIAL OR ECONOMIC BACKGROUND, A HIGH QUALITY, MODERATELY-PRICED CONTINUUM OF RETIREMENT LIVING SETTINGS AND SERVICES STRONGLY INFLUENCED BY QUAKER PRINCIPLES OF SIMPLICITY AND ACCEPTANCE OF THE INTEGRITY OF EACH INDIVIDUAL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,191,852 | ExpenseAmt |
| Grant | $140,733 | GrantAmt |
| Revenue | $14,388,696 | RevenueAmt |
| Desc | A CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS THROUGH THE OPERATION OF A FACILITY THAT INCLUDES 120 SKILLED NURSING BEDS, 67 PERSONAL CARE UNITS, AND 43 RESIDENTIAL CARE UNITS. AGING SERVICES PROVIDED TO PROMOTE GENERAL HEALTH, WELFARE AND SECURITY OF THE SENIOR RESIDENTS; AND TO PLAN FOR, AND DEVELOP, NEW PROGRAMS AND SERVICES TO MEET THE SOCIAL, HEALTH AND PERSONAL NEEDS OF SENIOR CITIZENS. | Desc |
| Total Program Service Expenses | $13,191,852 | 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 | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 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 | 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 102 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 372 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | KEN FRANIAK CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2153540565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 626 JACKSONVILLE ROAD SUITE 200 | AddressLine1Txt |
| City | WARMINSTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18974 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| KEN FRANIAK | ||||||||
| CFO/COO | 1.00 | 45.00 | Yes (X) | Yes (X) | $0 | $262,918 | $23,214 | |
| JEFF PETTY | ||||||||
| PRESIDENT/CEO | 1.00 | 46.00 | Yes (X) | Yes (X) | $0 | $450,182 | $63,549 | |
| KENNETH BEILER | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $147,887 | $0 | $6,266 | |||
| ANTHONY WOODS | ||||||||
| THERAPIST | 40.00 | $109,151 | $0 | $5,632 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $257,038 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $713,100 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $98,661 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | 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 |
|---|---|---|---|---|---|
| SYSCO PHILADELPHIA LLC | |||||
| PO BOX 6499 | PHILADELPHIA | PA | 19145 | FOOD | $498,837 |
| MAVEN MEDICAL LLC | |||||
| 3012 DOVECOTE DRIVE | QUAKERTOWN | PA | 18951 | SUPPLIES | $308,474 |
| SINGER EQUIPMENT COMPANY | |||||
| 150 SOUTH TWIN VALLEY ROAD | ELVERSON | PA | 19520 | EQUIPMENT | $263,434 |
| MCBRICK BUILDING GROUP | |||||
| 112 EDISON FURLONG ROAD | DOYLESTOWN | PA | 18901 | CONSTRUCTION | $226,565 |
| ADVANCED PHARMACY | |||||
| PO BOX 91047 | ROCHESTER | NY | 14692 | PHARMACY | $126,138 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $173,384 | AllOtherContributionsAmt |
| Total Contributions | $173,384 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HEALTH CENTER | 623000 | $10,036,887 | $10,036,887 |
| PERSONAL CARE | 623000 | $2,856,972 | $2,856,972 |
| INDEPENDENT LIVING | 623000 | $1,079,002 | $1,079,002 |
| ASSESSMENT REVENUE | 623000 | $251,430 | $251,430 |
| ENTRY FEE AMORTIZATION | 623000 | $164,405 | $164,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,388,696 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $46,553 | TotalRevenueColumnAmt |
| Exclusion | $46,553 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $132,620 | TotalRevenueColumnAmt |
| Exclusion | $132,620 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $132,620 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,741,253 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,388,696 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $179,173 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,733 | TotalAmt |
| Program Services | $140,733 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,153 | TotalAmt |
| Management And General | $154,153 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,072,550 | TotalAmt |
| Program Services | $7,511,600 | ProgramServicesAmt |
| Management And General | $560,950 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $271,484 | TotalAmt |
| Program Services | $243,052 | ProgramServicesAmt |
| Management And General | $28,432 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $961,325 | TotalAmt |
| Program Services | $733,420 | ProgramServicesAmt |
| Management And General | $227,905 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,273 | TotalAmt |
| Program Services | $569,897 | ProgramServicesAmt |
| Management And General | $115,376 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $382,947 | TotalAmt |
| Management And General | $382,947 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,546 | TotalAmt |
| Management And General | $166,546 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,034 | TotalAmt |
| Management And General | $30,034 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,592 | TotalAmt |
| Program Services | $566,559 | ProgramServicesAmt |
| Management And General | $51,033 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $108,140 | TotalAmt |
| Management And General | $108,140 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $790,006 | TotalAmt |
| Program Services | $625,666 | ProgramServicesAmt |
| Management And General | $164,340 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $501,741 | TotalAmt |
| Program Services | $398,503 | ProgramServicesAmt |
| Management And General | $103,238 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,414 | TotalAmt |
| Program Services | $2,486 | ProgramServicesAmt |
| Management And General | $12,928 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,396 | TotalAmt |
| Program Services | $502,717 | ProgramServicesAmt |
| Management And General | $125,679 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,021,465 | TotalAmt |
| Program Services | $817,172 | ProgramServicesAmt |
| Management And General | $204,293 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,611 | TotalAmt |
| Management And General | $51,611 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD | $618,141 | $618,141 | |
| REPAIRS & MAINTENANCE | $335,256 | $335,256 | |
| BAD DEBT | $118,000 | $118,000 | |
| LICENSES | $12,093 | $3,471 | $8,622 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,179 | TotalAmt |
| Program Services | $5,179 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,688,079 | TotalAmt |
| Program Services | $13,191,852 | ProgramServicesAmt |
| Management And General | $2,496,227 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,000 | BOYAmt |
| EOY | $2,000 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,497,929 | BOYAmt |
| EOY | $1,056,807 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,792,844 | BOYAmt |
| EOY | $1,739,884 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,180 | BOYAmt |
| EOY | $69,396 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,840,505 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,141,081 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,168,837 | BOYAmt |
| EOY | $20,699,424 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,604,431 | BOYAmt |
| EOY | $493,498 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,438,383 | BOYAmt |
| EOY | $4,207,306 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,585,604 | BOYAmt |
| EOY | $28,268,315 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,042,355 | BOYAmt |
| EOY | $1,871,104 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,084 | BOYAmt |
| EOY | $601,780 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,761,000 | BOYAmt |
| EOY | $2,351,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $174,521 | BOYAmt |
| EOY | $160,476 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,092,183 | BOYAmt |
| EOY | $16,755,295 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,282 | BOYAmt |
| EOY | $249,126 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,282,425 | BOYAmt |
| EOY | $21,988,781 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,614,608 | BOYAmt |
| EOY | $2,784,950 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,688,571 | BOYAmt |
| EOY | $3,494,584 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,303,179 | BOYAmt |
| EOY | $6,279,534 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,585,604 | BOYAmt |
| EOY | $28,268,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$946,826 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $117,168 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$193,987 | 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $223,072 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,309 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,051 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $173,384 | CurrentTaxYearAmt |
| Total | $641,339 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,215,060 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,470,291 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,798,286 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,486,116 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,388,696 | CurrentTaxYearAmt |
| Total | $70,358,449 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,438,132 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,602,814 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,853,595 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,543,167 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,562,080 | CurrentTaxYearAmt |
| Total | $70,999,788 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $154,813 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $116,600 | CurrentTaxYearAmt |
| Total | $271,413 | 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 | $154,813 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $116,600 | CurrentTaxYearAmt |
| Total | $271,413 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $70,728,375 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,261 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,553 | CurrentTaxYearAmt |
| Total | $200,767 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $83,261 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,558 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,745 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,650 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $46,553 | CurrentTaxYearAmt |
| Total | $200,767 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $448,424 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $104,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,583 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $115,085 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $132,620 | CurrentTaxYearAmt |
| Total | $857,496 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,969,817 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,733,156 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,928,923 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,684,902 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,741,253 | CurrentTaxYearAmt |
| Total | $72,058,051 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98150 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98190 | PublicSupportPY509Pct |
| Investment Income CY | 0.00280 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00220 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,721 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$8,112 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $65,609 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,554 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$4,833 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $73,721 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $82,879 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$4,325 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $78,554 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $70,643 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,236 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $82,879 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $67,801 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,842 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $70,643 | 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 | $1,100,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,100,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,556,541 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,059,941 | DepreciationAmt |
| Book Value | $18,496,600 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,131,686 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,037,503 | DepreciationAmt |
| Book Value | $1,094,183 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,278 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,637 | DepreciationAmt |
| Book Value | $8,641 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,699,424 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $3,494,584 |
| SINKING FUND | $712,722 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,207,306 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $1,903 |
| DUE TO AFFILIATES | $247,223 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $249,126 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $14,664,434 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $117,168 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$193,987 | OtherRevenueAmt |
| Revenue Not Reported | -$76,819 | RevenueNotReportedAmt |
| Revenue Subtotal | $14,741,253 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,741,253 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,688,079 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,688,079 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,688,079 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | DEPOSITS MADE BY INDIVIDUALS ADMITTED TO A PERSONAL CARE UNIT OR A SKILLED NURSING UNIT AT A WEL FACILITY. THESE DEPOSITS ARE GENERALLY ONE MONTH'S SERVICES FEES AT THE DAILY RATE WHICH DEPENDS ON THE REQUIRED LEVEL OF CARE. FOR RESIDENTS THAT ARE INITIALLY ADMITTED TO AN INDEPENDENT LIVING UNIT, UPON PERMANENT TRANSFER TO A PERSONAL CARE UNIT OR A SKILLED NURSING UNIT, THE UNAMORTIZED PORTION OF THE INITIAL ENTRANCE FEE IS TRANSFERRED TO THE ESCROW DEPOSITS. |
| PART V, LINE 4: | THE ENDOWMENT FUNDS ARE TO FURTHER SUPPORT THE MISSION OF WESLEY ENHANCED LIVING AT STAPELEY |
| PART X, LINE 2: | STAPELEY HAS BEEN RECOGNIZED AS AN EXEMPT ORGANIZATION AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THE INCOME TAX STANDARD HAS NO IMPACT ON THE ORGANIZATION'S CONSOLIDATED FINANCIAL STATEMENTS. STAPELEY'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN CHARITABLE TRUST REMAINDER INTEREST -193,987. |
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 FEE ASSISTANCE FOR INDEPENDENT OR ASSISTED LIVING RESIDENTS | GrantTypeTxt |
| Recipient | 8 | RecipientCnt |
| Cash Grant | $140,733 | CashGrantAmt |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT ASSISTANCE FOR RESIDENTS OF INDEPENDENT OR ASSISTED LIVING ARE MADE BASED ON DEMONSTRATED FINANCIAL NEED. MANAGEMENT OF EVANGELICAL SERVICES FOR THE AGING REVIEWS THE SPECIFIC SITUATIONS FOR EACH RESIDENT WHO IS REQUESTING ASSISTANCE. MANAGEMENT MAKES THE DETERMINATION BASED ON THE INDIVIDUAL FINANCIAL NEEDS OF THE RESIDENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEN FRANIAK | ||||||||||||||
| CFO/COO | $0 | $231,679 | $0 | $15,000 | $0 | $16,239 | $0 | $21,569 | $0 | $1,645 | $0 | $286,132 | $0 | $0 |
| JEFF PETTY | ||||||||||||||
| PRESIDENT/CEO | $0 | $382,532 | $0 | $49,650 | $0 | $18,000 | $0 | $61,431 | $0 | $2,118 | $0 | $513,731 | $0 | $0 |
| KENNETH BEILER | ||||||||||||||
| EXECUTIVE DIRECTOR | $138,887 | $0 | $9,000 | $0 | $0 | $0 | $5,081 | $0 | $1,185 | $0 | $154,153 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | COMPENSATION FOR THE CEO AND ITS DIRECT REPORTS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS OF WESLEY ENHANCED LIVING. COMPENSATION STUDIES ARE DONE PERIODICALLY BY AN OUTSIDE COMPENSATION CONSULTANT TO DETERMINE COMPENSATION, USING COMPARATIVE INDEPENDENT DATA. THE CEO IS THE ONLY EMPLOYEE WHO HAS AN EMPLOYMENT CONTRACT. FOR OTHER EMPLOYEES, COMPENSATION REVIEWS ARE COMPLETED INTERNALLY COMPARING COMPENSATION DATA AVAILABLE THROUGH PANPHA AND OTHER BENCHMARKS. THIS WAS LAST COMPLETED IN 2015. |
| PART I, LINE 4B | KEN FRANIAK RECEIVED $12,291 JEFF PETTY RECEIVED $45,922 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232237287 | BondIssuerEIN |
| CUSIP | 717818Q27 | CUSIPNum |
| Bond Issued | 2005-09-08 | BondIssuedDt |
| Issue Price | $10,363,863 | IssuePriceAmt |
| Purpose | PLEASE SEE PART V. | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $8,012,863 | RetiredAmt |
| Total Proceeds | $10,363,863 | TotalProceedsAmt |
| In Reserve Fund | $398,235 | InReserveFundAmt |
| Issuance Costs From Proceeds | $207,079 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $1,004,344 | CapitalExpendituresAmt |
| Other Spent Proceeds | $8,754,205 | OtherSpentProceedsAmt |
| Substantial Completion | 2007 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | Yes (1) | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | Yes (1) | Form8038TFiledInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCH K FORM 990 PART 1 LINE A BOX F | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE K, PART I, LINE A, BOX F DESCRIPTION OF PURPOSE: [1] TO REFINANCE SERIES 1994 AND 1996 BONDS. [2] TO PAY THE COSTS OF MISCELLANEOUS ADDITIONAL RENOVATIONS CAPITAL IMPROVEMENTS AND ADDITIONS TO THE FACILITY. [3] TO FUND A DEBT SERVICE RESERVE FUND FOR THE SERIES 2005 BOND, AND [4] TO PAY THE COST OF ISSUANCE ASSOCIATED WITH THE SERIES 2005 BOND. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBER ORGANIZATION EVANGELICAL SERVICES FOR THE AGING IS SOLE MEMBER OF THE ORGANIZATION |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOD, EXECUTIVE DIRECTORS,/PRESIDENT ARE ELECTED BY EVANGELICAL SERVICES FOR THE AGING, THE MEMBER CORPORATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | ACTIONS OF THE BOARD OF DIRECTORS IS VALID UPON WRITTEN APPROVAL OF THE SOLE MEMBER FOR THE ANNUAL BUDGET, INCURRING DEBTS, PURCHASE, SALE OR LEASE OF REAL PROPERTY, CONTRACTING WITH RESIDENTS, TRANSFER OF FUNDS/PROPERTY TO ANY CORPORATIONS OF WHICH EVANGELICAL AGING SERVICES FOR THE AGING IS THE SOLE MEMBER, OR ANY AMENDMENT TO THE ARTICLES OF INCORPORATIONS OR BYLAWS. |
| FORM 990, PART VI, SECTION B, LINE 11B | GOVERNING BODY REVIEW OF THE FORM 990 PRIOR TO ITS FILING, A COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BOARD FOR REVIEW. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND KEY STAFF ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY TO REVIEW DURING THE JANUARY BOARD MEETING. THE POLICY OUTLINES THE GUIDING PRINCIPALS OF THE POLICY AND DISCLOSURE REQUIREMENTS AND PROCEDURES FOR DEALING WITH CONFLICTS OF INTEREST. IN ADDITION, BOARD MEMBERS AND KEY STAFF ARE REQUIRED TO COMPLETE ANNUAL CONFLICTS OF INTEREST AND DISCLOSURE OF RELATED ACTIVITIES STATEMENTS. "RELATED" INDIVIDUALS SHALL NOT BE PLACED IN WEL THROUGH EMPLOYMENT, TRANSFER, OR PROMOTION WHEN SUCH PLACEMENT WILL RESULT IN ONE SUPERVISING ANOTHER AND/OR HAVING THE RESPONSIBILITY TO MAKE OR PARTICIPATE ACTIVELY IN MAKING DECISIONS REGARDING A "RELATED" EMPLOYEE'S EMPLOYMENT STATUS. PERSONS WHO HAVE CONFLICTS WITH THE CONFLICT OF INTEREST POLICY WILL BE REVIEWED ON A CASE BY CASE BASIS AND WILL ABSTAIN FROM BOTH DISCUSSION AND VOTE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 ARE PROVIDED UPON REQUEST. THEY ARE ALSO AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN CHARITABLE TRUST REMAINDER INTEREST -193,987. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EVANGELICAL MANOR | |||||||||||
| C/O 626 JACKSONVILLE ROAD SUITE 200 | WARMINSTER | PA | 18974 | 230563550 | OPERATE A CCRC | PA | 501C(3) | LINE 10 | EVANGELICAL SERVICES FOR THE AGING | 0 | |
| NEW HERITAGE TOWERS | |||||||||||
| C/O 626 JACKSONVILLE ROAD SUITE 200 | WARMINSTER | PA | 18974 | 232366563 | OPERATE A CCRC | PA | 501C(3) | LINE 10 | EVANGELICAL SERVICES FOR THE AGING | 0 | |
| NORTH AMERICAN BAPTIST HOME FOR THE AGED | |||||||||||
| C/O 626 JACKSONVILLE ROAD SUITE 200 | WARMINSTER | PA | 18974 | 231401533 | OPERATE A CCRC | PA | 501C(3) | LINE 10 | EVANGELICAL SERVICES FOR THE AGING | 0 | |
| MAPLE VILLAGE | |||||||||||
| C/O 626 JACKSONVILLE ROAD SUITE 200 | WARMINSTER | PA | 18974 | 232810902 | OPERATE A CCRC | PA | 501C(3) | LINE 10 | EVANGELICAL SERVICES FOR THE AGING | 0 | |
| EVANGELICAL SERVICES FOR THE AGING FOUNDATION | |||||||||||
| C/O 626 JACKSONVILLE ROAD SUITE 200 | WARMINSTER | PA | 18974 | 231971878 | FUNDRAISING ARM OF EVANGELICAL SERVICES FOR THE AGING | PA | 501C(3) | LINE 12A, I | EVANGELICAL SERVICES FOR THE AGING | 0 | |
| EVANGELICAL SERVICES FOR THE AGING | |||||||||||
| C/O 626 JACKSONVILLE ROAD SUITE 200 | WARMINSTER | PA | 18974 | 232648022 | OPERATE A CCRC | PA | 501C(3) | LINE 12C, III-FI | 0 | N/A | |
| MARTINS RUN | |||||||||||
| C/O 626 JACKSONVILLE ROAD SUITE 200 | WARMINSTER | PA | 18974 | 232090256 | OPERATE A CCRC | PA | 501C(3) | LINE 10 | EVANGELICAL SERVICES FOR THE AGING | 0 | |
| MARTINS RUN HOME PARTNERS | |||||||||||
| C/O 626 JACKSONVILLE ROAD SUITE 200 | WARMINSTER | PA | 18974 | 272268177 | OPERATE A HOME CARE AGENCY | PA | 501C(3) | LINE 10 | MARTIN'S RUN | 0 | |
| 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 | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |