2025-11-12T08:45:56-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 231365158 CORNWALL MANOR CORN 7172732647 PO BOX 125 1 BOYD STREET CORNWALL PA 170160125 HARRY MCCONNELL PRESIDENT & CEO 7172732647 2025-11-10 1 1 KERRI N BOGDA P00760402 7177404863 2025-11-10 2024 2025-03-06 01:10:19Z HARRY MCCONNELL PO BOX 125 1 BOYD STREET CORNWALL PA 170160125 45044097 0 X WWW.CORNWALLMANOR.ORG X 1949 PA ELDER CARE PROVIDER WITH MISSIONAL TIES TO EASTERN PA CONF. OF THE UNITED METHODIST CHURCH. 10 10 481 400 0 0 733101 1132468 32733487 32481838 2118733 4150401 293381 391401 35878702 38156108 0 0 0 0 17953764 20816103 0 0 448151 15236960 14146738 33190724 34962841 2687978 3193267 156078241 165526601 61617604 64001521 94460637 101525080 CORNWALL MANOR OFFERS DIVERSIFIED AND HIGH QUALITY HOUSING, HEALTH CARE AND RELATED SERVICES FOR INDIVIDUALS TO ACHIEVE A RETIREMENT AND AGING LIFESTYLE THEY FIND FULFILLING IN A SECURE, CARING AND CHRISTIAN ENVIRONMENT. 0 0 11358963 250 12864137 CORNWALL MANOR OPERATES A 96 BED SKILLED NURSING FACILITY. CORNWALL MANOR PARTICIPATES IN BOTH THE MEDICARE AND MEDICAID PROGRAMS. DURING 2024, CORNWALL MANOR PROVIDED 30,359 DAYS OF CARE OF WHICH 1,057 WERE MEDICARE AND 10,680 WERE MEDICAID COVERED. CORNWALL MANOR PROVIDED BENEVOLENT CARE TO 39 INDIVIDUALS TOTALING $2,674,085. CORNWALL MANOR BELIEVES THAT PROVIDING BENEVOLENT CARE IS PART OF ITS MISSION. 2786954 0 3156253 CORNWALL MANOR HAS 36 PERSONAL CARE UNITS, AND IS LICENSED FOR 45. THERE ARE A MIX OF ALCOVES AND SUITES. RESIDENTS RECEIVE THREE MEALS A DAY AND LIMITED NURSING CARE. DURING 2024, CORNWALL MANOR PROVIDED 12,715 DAYS OF CARE. CORNWALL MANOR PROVIDED BENEVOLENT CARE IN THE AMOUNT OF $294,733 TO 6 RESIDENTS DURING 2024. THERE IS NO OUTSIDE FINANCIAL HELP AVAILABLE TO RESIDENTS WHO HAVE LIMITED RESOURCES. CORNWALL MANOR'S BOARD HAS ESTABLISHED A BENEVOLENT CARE POLICY THAT ADDRESSES LIMITED FINANCES AND IS CONSISTENT WITH OUR MISSION OF PROVIDING QUALITY CARE IN A CHRISTIAN ENVIRONMENT. 14711968 0 16461448 CORNWALL MANOR HAS 343 RESIDENTIAL LIVING UNITS. THEY VARY FROM ONE TO THREE BEDROOM APARTMENTS AND HOUSES. THEY OFFER A VARIETY OF ENTRANCE FEES AND MONTHLY FEES. BY OFFERING A VARIETY OF OPTIONS, WE CAN OFFER A SECURE AND CARING LIFESTYLE TO A GREATER NUMBER OF PEOPLE. CORNWALL MANOR PROVIDED BENEVOLENT CARE TO 5 INDIVIDUALS IN INDEPENDENT LIVING DURING 2024. THERE IS NO OUTSIDE FINANCIAL HELP AVAILABLE TO RESIDENTS WHO HAVE LIMITED RESOURCES. CORNWALL MANOR'S BOARD HAS ESTABLISHED A BENEVOLENT CARE POLICY THAT ADDRESSES LIMITED FINANCES AND IS CONSISTENT WITH OUR MISSION OF PROVIDING QUALITY CARE IN A CHRISTIAN ENVIRONMENT. 28857885 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 37 0 481 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X BROOKE FOGEL VICE PRESIDENT OF FINANCE 7172732647 PO BOX 125 CORNWALL PA 170160125 REV DR JEFFREY A RAFFAUF CHAIRPERSON 2.00 0.10 X X 0 0 0 MARK OLSON VICE CHAIRPERSON 2.00 0.10 X X 0 0 0 DIANE B GRIFFITHS SECRETARY 2.00 0.10 X X 0 0 0 DANNY VAN GERPEN TRUSTEE (UNTIL 3/24) 2.00 0.10 X 0 0 0 MICHELLE CALVERT TRUSTEE 2.00 0.10 X 0 0 0 THOMAS I SIEGEL TRUSTEE 2.00 0.10 X 0 0 0 LYNN G PHILLIPS TRUSTEE 2.00 0.10 X 0 0 0 ELLEN ARNOLD TRUSTEE (UNTIL 7/24) 2.00 0.10 X 0 0 0 REV DR ROBERT HOFFMAN TRUSTEE 2.00 0.10 X 0 0 0 WILLIAM BRILL TRUSTEE 2.00 0.10 X 0 0 0 JEANNE ARNOLD TRUSTEE 2.00 0.10 X 0 0 0 GARY UZELAC TRUSTEE 2.00 1.00 X 0 0 0 HARRY MCCONNELL PRESIDENT & CEO 40.00 0.10 X 246077 0 8426 BROOKE FOGEL VP FIN & TREASURER 40.00 0.10 X 149475 0 15375 VICKI DEITZLER VP ADVANCEMENT 40.00 0.00 X 124681 0 20081 GREG WEABER VP HUMAN RESOURCES 40.00 0.00 X 126834 0 23868 JAMES CONNOR II VP RESIDENT SERVICES 40.00 0.00 X 144417 0 22502 JENNIFER MARGUT VP MKTG & PUBLIC RELATIONS 40.00 0.00 X 136230 0 22588 MINNIE STRICKLER VP HEALTH SERVICES 40.00 0.00 X 145906 0 23156 PAUL WEIDMAN VP PLANT OPERATIONS 40.00 0.00 X 138031 0 24306 HOLLY KRAMER REGISTERED NURSE 40.00 0.00 X 130433 0 3832 FLORYMELL VALENTIN REGISTERED NURSE 40.00 0.00 X 118413 0 16020 ROBERT SEMINARA REGISTERED NURSE 40.00 0.00 X 139375 0 3110 KATE DAVIES DIRECTOR OF NURSING 40.00 0.00 X 130454 0 22979 MELANIE STOEFFLER REGISTERED NURSE 40.00 0.00 X 132561 0 19664 1862887 0 225907 15 0 1 0 PYRAMID CONSTRUCTION SERVICES LLC 840 NORTH FRONT STREET WORMLEYSBURGH PA 17043 CONSTRUCTION PROJECTS 3689714 ARTHUR FUNK AND SONS 1405 BIRCH ROAD LEBANON PA 17042 CONSTRUCTION PROJECTS 1137053 BENCHMARK CONSTRUCTION 4121 OREGON PIKE BROWNSTOWN PA 175085083 CONSTRUCTION PROJECTS 766355 STREAMLINE CONCRETE 66 RACEHORSE DR JONESTOWN PA 17038 CONSTRUCTION PROJECTS 566190 CORNWALL CONSTRUCTION 226 KARINCH ST LEBANON PA 17042 CONSTRUCTION PROJECTS 294043 18 1132468 4227 1132468 RESIDENTIAL LIVING 623000 16461448 16461448 SKILLED NURSING 623000 12864137 12864137 PERSONAL CARE 623000 3156253 3156253 32481838 1936978 1936978 73982 146085 -72103 -72103 -72103 8949595 6736172 2213423 2213423 2213423 8887 2202 6685 6685 2109 0 2109 2109 83096 3530 79566 79566 RESIDENT/VISITOR MEALS 623000 249825 249825 CORNWALL SOCIETY RECEIPTS 900099 97374 97374 MISCELLANEOUS INCOME 900099 27945 27945 375144 38156108 32481838 0 4541802 1371953 498318 728872 144763 15230059 13887247 1278416 64396 293822 272965 19960 897 2660321 2348819 292593 18909 1259948 1091739 152336 15873 57434 57434 89881 89881 3130 3130 158618 158618 432810 432810 374975 374975 205294 95628 96544 13122 538648 538534 114 3614362 3086665 527697 56277 20887 29312 6078 57942 57942 5165085 4319145 845940 519315 432884 86431 FOOD & PAPER PRODUCTS 1370292 1370292 ENVIRONMENTAL SERVICES 429215 429215 MEDICAL SUPPLIES 281820 281820 MISC. EXPENSE 241469 142079 74188 25202 550171 89430 301944 158797 34962841 28857885 5656805 448151 1388876 1096605 45453 31563 3083255 2025248 222200 0 216349 179736 161193034 73816262 80637842 87376772 61733970 63356772 7393063 8460406 1357233 2999499 156078241 165526601 3999655 5126048 28319180 28267869 11437718 13229574 17861051 17378030 61617604 64001521 X 57148728 61849514 37311909 39675566 94460637 101525080 156078241 165526601 X 3193267 2472372 1398804 X 0 1 X 1 0 X 2781148 4615709 1108805 733101 1132468 10371231 25161127 26568842 29037035 32773487 32481838 146022329 124517 138396 181279 252139 249825 946156 28066792 31322947 30327119 33758727 33864131 157339716 45285 77110 43820 43352 46814 256381 0 45285 77110 43820 43352 46814 256381 157083335 857462 901901 899141 1578004 2010960 6247468 857462 901901 899141 1578004 2010960 6247468 69289 93596 109987 219411 492283 28924254 32294137 31319856 35446718 36094502 164079467 0.95740 0.96030 0.03810 0.03630 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: GROSS RECEIPTS FROM THE SALE OF GOODS - 2021 AMOUNT: $ 10,242. 2022 AMOUNT: $ 65,057. 2023 AMOUNT: $ 78,015. 2024 AMOUNT: $ 83,096. NONCHARITABLE FUNDRAISING GROSS RECEIPTS - 2021 AMOUNT: $ 59,047. 2022 AMOUNT: $ 28,539. 2023 AMOUNT: $ 31,762. 2024 AMOUNT: $ 8,887. NONCHARITABLE GAMING GROSS RECEIPTS - 2023 AMOUNT: $ 210. 2024 AMOUNT: $ 2,109. MISCELLANEOUS INCOME - 2024 AMOUNT: $ 27,945. CORNWALL SOCIETY RECEIPTS - 2024 AMOUNT: $ 97,374. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3130 3130 0 PART II-B, LINE 1: THE TAXPAYER PAYS DUES TO VARIOUS ORGANIZATIONS THAT ASSIST IN ITS MISSION. THE AMOUNT LISTED IS THE PERCENTAGE OF DUES PAID TO LEADING AGE AND LEADING AGE PA THAT REPRESENT THESE ORGANIZATIONS' LOBBYING EXPENSES. 35254606 183484 4167471 1768100 37837461 32277947 22956 4515703 1562000 35254606 37693210 239033 -4496296 1158000 32277947 33262711 595003 4991496 1156000 37693210 30091621 243022 3560568 632500 33262711 0.00000 0.51670 0.48330 1 0 1544020 1544020 152631457 67613593 85017864 5531010 4922312 608698 1486547 1280357 206190 87376772 ZIEGLER LINK-AGE FUND 215625 F MILL CREEK 1120400 F TIFF 7124381 F 8460406 ENTRANCE FEES-ASSET PRESERVATION 16959675 RESERVATION DEPOSITS 93500 ANNUITIES PAYABLE 324855 17378030 42237781 2472372 1660801 4133173 38104608 51500 51500 38156108 35135696 425227 425227 34710469 252372 252372 34962841 PART V, LINE 4: INCOME FROM THE ENDOWMENT FUND IS USED TO OFFSET BENEVOLENT CARE NEEDS OF RESIDENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF ANNUITY AGREEMENTS -101,656. INVESTMENT FEES -113,220. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENTS 1,614,471. REVENUE RECLASS WITH EXPENSES ON THE FINANCIALS 51,493. ELIMINATION OF CORNWALL MANOR WORKERS COMP TRUST REVENUE 209,713. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON PART VIII, LINE 6B -146,085. AUX. FUNDRAISING INCOME (NET) 6,685. AUX. SHOP INCOME (NET) 79,566. ALL OTHER CORNWALL MANOR RECEIPTS 111,334. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED IN PART VIII, LINE 6B 146,085. ELIMINATION OF CORNWALL MANOR WORKERS COMP TRUST EXPENSES 279,142. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 113,220. AUXILIARY EXPENSES 87,659. REVENUE RECLASS WITH EXPENSES ON THE FINANCIALS 51,493. X X 0 0 0 0 0 0 0 1 0 HARRY MCCONNELL PRESIDENT & CEO 225025 0 21052 0 0 0 4410 0 4016 0 254503 0 0 0 MINNIE STRICKLER VP HEALTH SERVICES 135367 0 10539 0 0 0 7089 0 16067 0 169062 0 0 0 JAMES CONNOR II VP RESIDENT SERVICES 135059 0 9358 0 0 0 6994 0 15508 0 166919 0 0 0 BROOKE FOGEL VP FIN & TREASURER 147675 0 1800 0 0 0 0 0 15375 0 164850 0 0 0 PAUL WEIDMAN VP PLANT OPERATIONS 127369 0 10662 0 0 0 7885 0 16421 0 162337 0 0 0 JENNIFER MARGUT VP MKTG & PUBLIC RELATIONS 126872 0 9358 0 0 0 6906 0 15682 0 158818 0 0 0 KATE DAVIES DIRECTOR OF NURSING 121513 0 8941 0 0 0 6594 0 16385 0 153433 0 0 0 MELANIE STOEFFLER REGISTERED NURSE 132486 0 75 0 0 0 2993 0 16671 0 152225 0 0 0 GREG WEABER VP HUMAN RESOURCES 116191 0 10643 0 0 0 6906 0 16962 0 150702 0 0 0 PART I, LINE 7 ANY VICE PRESIDENT OR DIRECTOR WHO IS REPORTED ON THIS SCHEDULED WOULD BE ELIGIBLE TO RECEIVE A SUPPLEMENT PAYMENT AS PART OF A BOARD APPROVED INCENTIVE PROGRAM. THE INCENTIVE PROGRAM IS BASED ON FINANCIAL AND NON-FINANCIAL GOALS SET EACH YEAR INCLUDING ACHIEVING BUDGETED OCCUPANCY IN EACH LEVEL OF CARE, MEETING LOAN COVENANT REQUIREMENTS, EXCEEDING BUDGETED OPERATING INCOME, ETC. A NATIONAL FINANCE AUTHORITY 521304598 2022-06-30 45000000 REFUND PRIOR YEAR BONDS AND CAPITAL IMPROVEMENTS 0 0 0 A 220000 45000000 508790 13738364 31261636 2026 1 0 0 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 1 FULTON BANK NA 13.000000000000 0 0 0 0 0 A 0 SCHEDULE K: THE ORGANIZATION HAS NOT ADOPTED POST BOND-ISSUANCE PROCEDURES DUE TO THE NATURE OF THE LOAN REPORTED. THE LOAN IS A TAX-EXEMPT NOTE WITH A BANK BEING THE ONLY HOLDER OF THE NOTE. THE NOTE IS A "DRAW-DOWN NOTE WITH MONIES BEING DISSEMINATED ONLY WHEN THE EXPENSES HAVE BEEN INCURRED. THEREFORE, THERE IS NO NEED FOR ARBITRAGE OR NONQUALIFIED BOND PROCEDURES AS THESE ARE NOT NECESSARY BASED ON CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND VICE PRESIDENT OF FINANCE PERFORM AN INITIAL REVIEW OF THE FORM 990. AFTER THIS INITIAL REVIEW, THE FINANCE COMMITTEE AND THE BOARD OF TRUSTEES ARE GIVEN THE FORM TO REVIEW AND PROVIDE COMMENTS TO APPROPRIATE STAFF PRIOR TO THE RETURN BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, TRUSTEES AND COMMITTEE MEMBERS COMPLETE A FULL DISCLOSURE REPORT (CONFLICT OF INTEREST) ON AN ANNUAL BASIS. THE FULL DISCLOSURE REPORT EXPRESSLY STATES THAT FAMILY AND BUSINESS RELATIONSHIPS SHOULD BE CONSIDERED WHEN REPORTING CONFLICTS. THE FORMS ARE THEN REVIEWED BY THE CEO FOR ANY POSSIBLE CONFLICTS. IF CONFLICTS ARE IDENTIFIED THEY ARE REPORTED TO THE BOARD OF TRUSTEES FOR REVIEW AND ACTION, IF NECESSARY. SUCH ACTIONS ARE DOCUMENTED IN THE BOARD MINUTES. FULL DISCLOSURE FORMS ARE FILED WITH THE BOARD MINUTES. FORM 990, PART VI, SECTION B, LINE 15 CORNWALL MANOR DETERMINES COMPENSATION DURING THE BUDGET PROCESS. THE HUMAN RESOURCES DEPARTMENT RECOMMENDS THE PERCENTAGE INCREASE TO MANAGEMENT AND THE HR COMMITTEE. THE INCREASE IS BASED ON SURVEYS, LOCAL COMPETITION, AND THE GENERAL ECONOMY. THE APPROVED PERCENTAGE IS APPLIED TO ALL WAGE RATES. THE BUDGET IS APPROVED BY THE FINANCE COMMITTEE AND THE BOARD OF TRUSTEES. THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S SALARY IF ADJUSTMENT BEYOND THE STANDARD PERCENTAGE FOR OTHER EMPLOYEES IS CONTEMPLATED. IN SUCH CIRCUMSTANCES, COMPARATIVE DATA FOR SIMILAR ORGANIZATIONS IS GATHERED FROM PAY AND BENEFIT SURVEYS CONDUCTED BY STATE OR NATIONAL ASSOCIATIONS OF SENIOR LIVING PROVIDERS, GUIDESTAR DATABASES, OR OTHER RELEVANT SOURCES. ALL BOARD LEVEL DISCUSSIONS ON COMPENSATION ARE RECORDED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 CORNWALL MANOR MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. ANNUAL AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE RESIDENTS OF THE FACILITY EACH YEAR. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ANNUITY AGREEMENT -101,656. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENTS 1,614,471. ELIMINATION OF CORNWALL MANOR WORKERS COMP TRUST HISTORICAL EQUITY -114,011. CORNWALL MANOR SOCIETY GIFT SHOP PO BOX 125 CORNWALL PA 17016 GIFT SHOP SOCIETY PA 120427 82235 CORNWALL MANOR CORNWALL MANOR WORKERS COMP TRUST PO BOX 125 CORNWALL PA 17016 237741225 TRUST FUND TO COVER WORKERS COMP EXPENSE PA 501(C)(3) LINE 10 CORNWALL MANOR 1 POOLED INCOME FUND (1) INVESTMENTS PA N/A T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 CORNWALL MANOR WORKER'S COMPENSATION TRUST R 200000 COST