WAVERLY HEIGHTS: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WAVERLY HEIGHTS (EIN 23-2212842)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202523189349303007
- Schema version
- 2024v5.2
- 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 F
- Schedule I
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T08:47:09-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 FRUITVILLE PIKE SUITE 400 | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232212842 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAVERLY HEIGHTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WAVE | BusinessNameControlTxt |
| Phone | 6106458600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 WAVERLY ROAD | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190351254 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT L SUPPER | PersonNm |
| Person Title | SENIOR VP OF FINANCE & CFO | PersonTitleTxt |
| Phone | 6106458600 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | THOMAS P GARVIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 WAVERLY ROAD | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190351254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $42,266,970 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WAVERLYHEIGHTS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE AN EXCEPTIONAL LIFESTYLE WITHIN A COMPASSIONATE & RESPECTFUL COMMUNITY | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 414 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $416,981 | PYContributionsGrantsAmt |
| CY Contributions Grants | $383,557 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,016,563 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $35,381,555 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,803,580 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,027,253 | CYInvestmentIncomeAmt |
| PY Other Revenue | $677,921 | PYOtherRevenueAmt |
| CY Other Revenue | $1,030,027 | CYOtherRevenueAmt |
| PY Total Revenue | $39,915,045 | PYTotalRevenueAmt |
| CY Total Revenue | $40,822,392 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $167,396 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $167,328 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $18,576,159 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,517,185 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,417,730 | PYOtherExpensesAmt |
| CY Other Expenses | $22,532,894 | CYOtherExpensesAmt |
| PY Total Expenses | $39,161,285 | PYTotalExpensesAmt |
| CY Total Expenses | $41,217,407 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $753,760 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$395,015 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $170,339,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $179,610,330 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $186,097,373 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $190,882,961 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$15,758,283 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$11,272,631 | NetAssetsOrFundBalancesEOYAmt |
| Mission | WAVERLY HEIGHTS IS A NON-PROFIT CORPORATION ESTABLISHED TO PROVIDE SENIORS AN EXCEPTIONAL LIFESTYLE WITHIN A COMPASSIONATE AND RESPECTFUL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $32,613,809 | ExpenseAmt |
| Grant | $167,328 | GrantAmt |
| Revenue | $35,164,007 | RevenueAmt |
| Desc | A LIFE PLAN COMMUNITY PROVIDING QUALITY SERVICES TO ITS RESIDENTS WHILE SERVING THEIR PHSYICAL, EMOTIONAL, RECREATIONAL, SOCIAL, SPIRITUAL AND HEALTH NEEDS. THESE SERVICES ARE PROVIDED TO RESIDENTS THROUGH THE OPERATION OF 218 INDEPENDENT LIVING UNITS, 31 PRIVATE ROOMS IN A SKILLED NURSING FACILITY AND 68 PRIVATE ROOMS IN A PERSONAL CARE FACILITY. OF THE 68 PRIVATE PERSONAL CARE ROOMS, 22 ARE PRIVATE MEMORY SUPPORT ROOMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $271,012 | ExpenseAmt |
| Revenue | $217,548 | RevenueAmt |
| Desc | WAVERLY CARE MANAGEMENT PROVIDES PROFESSIONAL GERIATRIC CARE MANAGEMENT SERVICES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,884,821 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | 112 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 414 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT L SUPPER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106458600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 WAVERLY ROAD | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190351254 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| STEVEN D KIRKPATRICK | |||||||||
| CHAIR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AMBASSADOR KATHERINE SHIRLEY | |||||||||
| VICE CHAIR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD E BAUER | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| KENNETH L BRIER | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LILLIAN N CASSEL | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELEANOR DAVIS | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ANDREA GILBERT | |||||||||
| TRUSTEE | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM Y GILES | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| C WILLIAM HANSON | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID B MACGREGOR | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWIN B MAHONEY | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREN M MASSIMO | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH P MACLEAN | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLAN L RAYFIELD | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| EMORY H WOODARD | |||||||||
| TRUSTEE | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS P GARVIN | |||||||||
| PRESIDENT & CEO | 43.00 | 2.00 | $0 | $699,468 | $26,754 | Yes (X) | |||
| ROBERT L SUPPER | |||||||||
| SENIOR VP OF FINANCE & CFO | 43.00 | 2.00 | $0 | $414,169 | $22,908 | Yes (X) | |||
| COLLEEN WALSH | |||||||||
| EXECUTIVE SERVICES MANAGER/SECRETARY | 43.00 | 2.00 | $0 | $91,592 | $14,015 | Yes (X) | |||
| MEREDITH FEHER | |||||||||
| SR VP OF HEALTHCARE SERVICES | 45.00 | 0.00 | $0 | $325,852 | $26,754 | Yes (X) | |||
| PATRICIA RODGERS | |||||||||
| SR. VP OF OPERATIONS, WAVERLY CARE & CONNECT | 1.00 | 44.00 | $0 | $279,439 | $21,079 | Yes (X) | |||
| MARC HEIL | |||||||||
| VP BUILDING SERVICES | 45.00 | 0.00 | $188,933 | $0 | $28,379 | Yes (X) | |||
| LAUREN KELLEY | |||||||||
| VP HUMAN RESOURCES | 45.00 | 0.00 | $186,856 | $0 | $27,059 | Yes (X) | |||
| JACQUELINE DONNELLY | |||||||||
| DIRECTOR OF NURSING | 45.00 | 0.00 | $201,947 | $0 | $11,276 | Yes (X) | |||
| CHAD MINIX | |||||||||
| CONTROLLER | 45.00 | 0.00 | $169,648 | $0 | $26,797 | Yes (X) | |||
| JONATHAN PRAK | |||||||||
| DIRECTOR OF IT | 45.00 | 0.00 | $142,667 | $0 | $39,616 | Yes (X) | |||
| MARGARET MARY FAHA | |||||||||
| SALES COUNSELOR | 45.00 | 0.00 | $146,624 | $0 | $16,549 | Yes (X) | |||
| THOMAS E LYNCH | |||||||||
| DIRECTOR OF MAINTENANCE | 45.00 | 0.00 | $125,116 | $0 | $32,329 | Yes (X) | |||
| CONSTANCE DOGAN | |||||||||
| VP OF ENVIRONMENTAL SERVICES | 45.00 | 0.00 | $127,508 | $0 | $21,693 | Yes (X) | |||
| WEREUCHE NZE | |||||||||
| RN | 45.00 | 0.00 | $138,666 | $0 | $20,783 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,427,965 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,810,520 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $335,991 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 26 | 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 |
|---|---|---|---|---|---|
| LIBERTY BUILDERS | |||||
| 619 ELLIS ROAD | HAVERTOWN | PA | 19083 | CONSTRUCTION SERVICES | $3,185,415 |
| UNIDINE CORPORATION | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | DINING SERVICES | $2,655,043 |
| WAVERLY SENIOR SERVICES | |||||
| 1400 WAVERLY ROAD | GLADWYNE | PA | 19035 | MANAGEMENT SERVICES | $1,972,694 |
| C RAYMOND DAVIS & SONS INC | |||||
| 2124 KIMBERTON ROAD PO BOX 157 | KIMBERTON | PA | 19442 | CONSTRUCTION SERVICES | $1,263,228 |
| SELECT REHABILITATION LLC | |||||
| PO BOX 71985 | CHICAGO | IL | 60694 | REHABILITATION THERAPY SERVICES | $598,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 23 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $383,557 | AllOtherContributionsAmt |
| Noncash Contributions | $10,128 | NoncashContributionsAmt |
| Total Contributions | $383,557 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTAL CARE FEES | 623990 | $20,329,791 | $20,329,791 |
| PERSONAL CARE | 623990 | $5,110,174 | $5,110,174 |
| SKILLED NURSING FACILITY | 623990 | $4,878,847 | $4,878,847 |
| MEMORY SERVICES | 623990 | $2,410,556 | $2,410,556 |
| AMORTIZATION OF DEFERRED REVENUE | 623990 | $1,794,639 | $1,794,639 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $857,548 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $857,548 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $35,381,555 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,957,694 | TotalRevenueColumnAmt |
| Exclusion | $1,957,694 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $78,078 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,225 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,853 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,853 | TotalRevenueColumnAmt |
| Exclusion | $23,853 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,372,911 | SecuritiesAmt |
| Other | $8,510 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,306,444 | SecuritiesAmt |
| Other | $5,418 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,066,467 | SecuritiesAmt |
| Other | $3,092 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,069,559 | TotalRevenueColumnAmt |
| Exclusion | $2,069,559 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $67,497 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $78,491 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$10,994 | TotalRevenueColumnAmt |
| Exclusion | -$10,994 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| DINING INCOME | 722514 | $319,220 | $319,220 |
| MANAGEMENT FEE | 561000 | $299,236 | $299,236 |
| BEAUTY SHOP | 812900 | $164,586 | $164,586 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $234,126 | TotalRevenueColumnAmt |
| Exclusion | $234,126 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,017,168 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,822,392 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $35,381,555 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,057,280 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,328 | TotalAmt |
| Program Services | $167,328 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,921,429 | TotalAmt |
| Program Services | $11,433,839 | ProgramServicesAmt |
| Management And General | $2,487,590 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $972,062 | TotalAmt |
| Program Services | $798,366 | ProgramServicesAmt |
| Management And General | $173,696 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,565,880 | TotalAmt |
| Program Services | $2,107,389 | ProgramServicesAmt |
| Management And General | $458,491 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,814 | TotalAmt |
| Program Services | $868,796 | ProgramServicesAmt |
| Management And General | $189,018 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,972,694 | TotalAmt |
| Management And General | $1,972,694 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,886 | TotalAmt |
| Management And General | $21,886 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,181 | TotalAmt |
| Management And General | $71,181 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $560 | TotalAmt |
| Management And General | $560 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,777 | TotalAmt |
| Management And General | $147,777 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,259,532 | TotalAmt |
| Program Services | $1,889,248 | ProgramServicesAmt |
| Management And General | $370,284 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,533 | TotalAmt |
| Program Services | $120,533 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,157 | TotalAmt |
| Program Services | $284,983 | ProgramServicesAmt |
| Management And General | $6,174 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,715 | TotalAmt |
| Management And General | $5,715 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,454,225 | TotalAmt |
| Program Services | $2,872,991 | ProgramServicesAmt |
| Management And General | $581,234 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,959 | TotalAmt |
| Program Services | $58,293 | ProgramServicesAmt |
| Management And General | $6,666 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,720,568 | TotalAmt |
| Program Services | $1,396,727 | ProgramServicesAmt |
| Management And General | $323,841 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,901,164 | TotalAmt |
| Program Services | $5,663,004 | ProgramServicesAmt |
| Management And General | $1,238,160 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $473,652 | TotalAmt |
| Program Services | $236,826 | ProgramServicesAmt |
| Management And General | $236,826 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DINING SERVICES | $2,156,382 | $2,156,382 | |
| SUPPLIES | $1,477,564 | $1,477,564 | |
| MAINTENANCE & REPAIRS | $1,020,760 | $1,020,760 | |
| DUES & SUBSCRIPTIONS | $110,368 | $109,514 | $854 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,217 | TotalAmt |
| Program Services | $222,278 | ProgramServicesAmt |
| Management And General | $39,939 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,217,407 | TotalAmt |
| Program Services | $32,884,821 | ProgramServicesAmt |
| Management And General | $8,332,586 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,301 | BOYAmt |
| EOY | $2,871,203 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,556,466 | BOYAmt |
| EOY | $5,612,026 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $922,702 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,052,034 | BOYAmt |
| EOY | $1,881,668 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,196 | BOYAmt |
| EOY | $102,878 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $893,219 | BOYAmt |
| EOY | $975,168 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $168,367,170 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $74,340,939 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,529,812 | BOYAmt |
| EOY | $94,026,231 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,847,751 | BOYAmt |
| EOY | $72,375,844 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,287,801 | BOYAmt |
| EOY | $641,616 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,250 | BOYAmt |
| EOY | $168,750 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,096,558 | BOYAmt |
| EOY | $854,946 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,339,090 | BOYAmt |
| EOY | $179,610,330 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,299,959 | BOYAmt |
| EOY | $5,601,191 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,647,021 | BOYAmt |
| EOY | $139,832,495 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,133,180 | BOYAmt |
| EOY | $43,101,498 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,958 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,504,255 | BOYAmt |
| EOY | $2,347,777 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,097,373 | BOYAmt |
| EOY | $190,882,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$17,745,068 | BOYAmt |
| EOY | -$13,215,265 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,986,785 | BOYAmt |
| EOY | $1,942,634 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$15,758,283 | BOYAmt |
| EOY | -$11,272,631 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,339,090 | BOYAmt |
| EOY | $179,610,330 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$395,015 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,503,500 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,377,167 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,611,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $767,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $740,994 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $416,981 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $383,557 | CurrentTaxYearAmt |
| Total | $3,920,184 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,872,677 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,219,446 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,914,561 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,016,563 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,381,555 | CurrentTaxYearAmt |
| Total | $161,404,802 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $31,484,305 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,986,470 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,655,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,433,544 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,765,112 | CurrentTaxYearAmt |
| Total | $165,324,986 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,093,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $958,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $680,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $740,372 | CurrentTaxYearMinus1YearAmt |
| Total | $3,473,285 | 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 | $1,093,923 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $958,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $680,016 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $740,372 | CurrentTaxYearMinus1YearAmt |
| Total | $3,473,285 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $161,851,701 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,659,906 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $921,563 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,952,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,592,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,035,772 | CurrentTaxYearAmt |
| Total | $11,162,389 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,069,117 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,852,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $3,921,890 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,729,023 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,774,336 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,952,428 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,592,720 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,035,772 | CurrentTaxYearAmt |
| Total | $15,084,279 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,380 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,846 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,219,798 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $605,621 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,084,665 | CurrentTaxYearAmt |
| Total | $2,919,310 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,220,708 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,762,652 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $36,827,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $38,631,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $38,885,549 | CurrentTaxYearAmt |
| Total | $183,328,575 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88290 | PublicSupportCY509Pct |
| Public Support PY509 | 0.87770 | PublicSupportPY509Pct |
| Investment Income CY | 0.08230 | InvestmentIncomeCYPct |
| Investment Income PY | 0.09190 | 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 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 | $560 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $560 | 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 | DUES ARE PAID TO LEADINGAGE, A PORTION OF WHICH ARE CONSIDERED TO BE USED FOR LOBBYING PURPOSES. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,579,000 | BeginningYearBalanceAmt |
| Contributions | $446,000 | ContributionsAmt |
| Other Expenditures | $418,000 | OtherExpendituresAmt |
| End Year Balance | $2,607,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,043,188 | BeginningYearBalanceAmt |
| Contributions | $408,231 | ContributionsAmt |
| Other Expenditures | $464,634 | OtherExpendituresAmt |
| End Year Balance | $1,986,785 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,056,642 | BeginningYearBalanceAmt |
| Contributions | $300,806 | ContributionsAmt |
| Other Expenditures | $314,260 | OtherExpendituresAmt |
| End Year Balance | $2,043,188 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,863,529 | BeginningYearBalanceAmt |
| Contributions | $767,024 | ContributionsAmt |
| Other Expenditures | $573,911 | OtherExpendituresAmt |
| End Year Balance | $2,056,642 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,371,632 | BeginningYearBalanceAmt |
| Contributions | $803,456 | ContributionsAmt |
| Other Expenditures | $311,559 | OtherExpendituresAmt |
| End Year Balance | $1,863,529 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.25000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.03000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.72000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,505,208 | OtherCostOrOtherBasisAmt |
| Book Value | $11,505,208 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,151,155 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,890,099 | DepreciationAmt |
| Book Value | $36,261,056 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $61,688,788 | OtherCostOrOtherBasisAmt |
| Depreciation | $28,891,185 | DepreciationAmt |
| Book Value | $32,797,603 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,609,161 | OtherCostOrOtherBasisAmt |
| Depreciation | $20,081,209 | DepreciationAmt |
| Book Value | $11,527,952 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,412,858 | OtherCostOrOtherBasisAmt |
| Depreciation | $478,446 | DepreciationAmt |
| Book Value | $1,934,412 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $94,026,231 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| RESIDENT DEPOSITS | $2,002,863 |
| DUE TO RELATED PARTY | $344,914 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,347,777 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $44,143,503 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,503,500 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$315,105 | OtherRevenueAmt |
| Revenue Not Reported | $3,188,395 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,955,108 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$132,716 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$132,716 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,822,392 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $41,035,018 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $132,716 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $132,716 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,902,302 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $315,105 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $315,105 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $41,217,407 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES NETTED AGAINST REVENUE ON FINANCIALS -147,777. FINANCIAL ASSISTANCE NETTED AGAINST REVENUE ON FINANCIALS -167,328. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -54,225. COST OF GOODS SOLD - GIFT SHOP SALES -78,491. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 54,225. COST OF GOODS SOLD - GIFT SHOP SALES 78,491. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MANAGEMENT FEES NETTED AGAINST REVENUE ON FINANCIALS 147,777. FINANCIAL ASSISTANCE NETTED AGAINST REVENUE ON FINANCIALS 167,328. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARRIBEAN - ANTIQUA, BARBUDA,ARUBA & BAHAMAS | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $328,096 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $328,096 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $328,096 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | MONTHLY MAINTENANCE FEE ASSISTANCE | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $167,328 | CashGrantAmt |
| Valuation Method Used | COST | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WAVERLY HEIGHTS MAINTAINS COMPLETE CONTROL OVER THE APPLICATION OF THE ASSISTANCE TO RESIDENTS' ACCOUNTS AND IS THEREFORE ABLE TO CONFIRM ALL ASSISTANCE IS USED FOR ITS INTENDED PURPOSE. NO FUNDS ARE DIRECTLY RELEASED TO ANY RECIPIENT. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS P GARVIN | ||||||||||||||
| PRESIDENT & CEO | $0 | $450,887 | $0 | $232,621 | $0 | $15,960 | $0 | $0 | $0 | $26,754 | $0 | $726,222 | $0 | $0 |
| ROBERT L SUPPER | ||||||||||||||
| SENIOR VP OF FINANCE & CFO | $0 | $276,210 | $0 | $122,576 | $0 | $15,383 | $0 | $0 | $0 | $22,908 | $0 | $437,077 | $0 | $0 |
| MEREDITH FEHER | ||||||||||||||
| SR VP OF HEALTHCARE SERVICES | $0 | $220,722 | $0 | $91,121 | $0 | $14,009 | $0 | $0 | $0 | $26,754 | $0 | $352,606 | $0 | $0 |
| PATRICIA RODGERS | ||||||||||||||
| SR. VP OF OPERATIONS, WAVERLY CARE & | $0 | $196,918 | $0 | $81,350 | $0 | $1,171 | $0 | $0 | $0 | $21,079 | $0 | $300,518 | $0 | $0 |
| MARC HEIL | ||||||||||||||
| VP BUILDING SERVICES | $159,062 | $0 | $29,516 | $0 | $355 | $0 | $0 | $0 | $28,379 | $0 | $217,312 | $0 | $0 | $0 |
| LAUREN KELLEY | ||||||||||||||
| VP HUMAN RESOURCES | $158,162 | $0 | $28,474 | $0 | $220 | $0 | $0 | $0 | $27,059 | $0 | $213,915 | $0 | $0 | $0 |
| JACQUELINE DONNELLY | ||||||||||||||
| DIRECTOR OF NURSING | $162,055 | $0 | $38,972 | $0 | $920 | $0 | $0 | $0 | $11,276 | $0 | $213,223 | $0 | $0 | $0 |
| CHAD MINIX | ||||||||||||||
| CONTROLLER | $142,326 | $0 | $27,322 | $0 | $0 | $0 | $0 | $0 | $26,797 | $0 | $196,445 | $0 | $0 | $0 |
| JONATHAN PRAK | ||||||||||||||
| DIRECTOR OF IT | $133,972 | $0 | $8,550 | $0 | $145 | $0 | $12,862 | $0 | $26,754 | $0 | $182,283 | $0 | $0 | $0 |
| MARGARET MARY FAHA | ||||||||||||||
| SALES COUNSELOR | $85,333 | $0 | $61,167 | $0 | $124 | $0 | $13,139 | $0 | $3,410 | $0 | $163,173 | $0 | $0 | $0 |
| WEREUCHE NZE | ||||||||||||||
| RN | $130,936 | $0 | $7,655 | $0 | $75 | $0 | $12,391 | $0 | $8,392 | $0 | $159,449 | $0 | $0 | $0 |
| THOMAS E LYNCH | ||||||||||||||
| DIRECTOR OF MAINTENANCE | $115,284 | $0 | $9,490 | $0 | $342 | $0 | $11,250 | $0 | $21,079 | $0 | $157,445 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | TRAVEL AND MEALS FOR COMPANIONS TOTALED $1,550 AND SOCIAL CLUB DUES TOTALED $7,405. THESE PAYMENTS ARE TREATED AS TAXABLE INCOME TO THE PRESIDENT & CEO. |
| PART I, LINE 3 | THE PRESIDENT & CEO IS COMPENSATED BY WAVERLY SENIOR SERVICES, RELATED PUBLIC CHARITY, WHICH USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE EXECUTIVE EVALUATION AND COMPENSATION COMMITTEE. |
| PART I, LINE 7 | THE BONUS/INCENTIVE PAYMENTS MADE BY THE ORGANIZATION ARE CONSIDERED NON-FIXED PAYMENTS BECAUSE THE DETERMINATION OF THE AMOUNT RECEIVED INVOLVES DISCRETION. BONUSES/INCENTIVES ARE CALCULATED AS A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY. THIS PERCENTAGE IS NOT FIXED, BUT IT IS LIMITED TO A NARROW PRE-SET RANGE. THE BOARD EXECUTIVE EVALUATION & COMPENSATION COMMITTEE TAKES INTO ACCOUNT MANY FACTORS IN DETERMINING IF A BONUS/INCENTIVE WILL BE PAID AND IF SO AT WHAT PERCENTAGE. THESE FACTORS INCLUDE BUT ARE NOT LIMITED TO: USE OF COMPARABILITY DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT, EMPLOYEE PERFORMANCE, FINANCIAL STATUS OF THE ORGANIZATION, ETC. THE BONUS/INCENTIVE IS NOT CONTINGENT ON NET EARNINGS OR REVENUE. BONUS/INCENTIVE PAYMENTS FOR ALL THOSE LISTED ON FORM 990, PART VII, SECTION A, LINE 1 ARE NOTED ON SCHEDULE J, PART II, COLUMN B(II). |
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 | MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232245125 | BondIssuerEIN |
| CUSIP | 613609K62 | CUSIPNum |
| Bond Issued | 2019-06-06 | BondIssuedDt |
| Issue Price | $48,860,710 | IssuePriceAmt |
| Purpose | USED TO REFINANCE 2006, 2013, 2015, AND 2016 BONDS ISSUED | 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 | $5,759,212 | RetiredAmt |
| Total Proceeds | $48,860,710 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $854,155 | IssuanceCostsFromProceedsAmt |
| Other Spent Proceeds | $48,006,555 | OtherSpentProceedsAmt |
| Substantial Completion | 2019 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| 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 |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| 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 | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| 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 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | WAVERLY SENIOR SERVICES, A RELATED PUBLIC CHARITY, PROVIDES MANAGEMENT SERVICES TO WAVERLY HEIGHTS EFFECTIVE JULY 1, 2023. THE MANAGEMENT FEE PAID DURING THIS YEAR WAS $1,972,694. |
| FORM 990, PART VI, SECTION A, LINE 6 | WAVERLY SENIOR SERVICES, A RELATED PUBLIC CHARITY, IS THE SOLE MEMBER OF WAVERLY HEIGHTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | TRUSTEES ARE ELECTED BY THE SOLE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE APPROVAL OF WAVERLY SENIOR SERVICES, SOLE MEMBER AND PUBLIC CHARITY, IS REQUIRED FOR: (A) THE ADOPTION OF THE CORPORATION'S OPERATING AND CAPITAL BUDGETS, INCLUDING ANY DEVIATIONS THEREFROM OR REVISIONS OR AMENDMENTS THERETO; (B) THE INCURRENCE OF ANY MATERIAL INDEBTEDNESS THAT IS NOT INCLUDED IN THE CORPORATION'S OPERATING OR CAPITAL BUDGETS APPROVED BY THE MEMBER, OR ANY OTHER INDEBTEDNESS, WHETHER OR NOT INCLUDED IN SUCH BUDGETS, WHICH WOULD REQUIRE THE GUARANTY OR SURETY OF THE MEMBER; (C) THE ELECTION OR REMOVAL OF TRUSTEES OF THE BOARD; (D) THE AMENDMENT, ADOPTION, OR REPEAL OF THE ARTICLES OR THESE BYLAWS; (E) THE APPROVAL OF A PLAN OF MERGER OR CONSOLIDATION, CONVERSION, OR DIVISION, OR ANY OTHER TRANSACTION WITHIN THE SCOPE OF THE PENNSYLVANIA ENTITY TRANSACTIONS LAW, 15 PA. CONS. STAT. ANN. SEC. 311 ET SEQ.; THE CREATION OR ACQUISITION OF ANY SUBSIDIARY ORGANIZATION; THE ACQUISITION OF ALL, OR SUBSTANTIALLY ALL, OF THE ASSETS OR BUSINESS OF ANOTHER ENTITY; OR THE PARTICIPATION IN ANY ALLIANCE, JOINT VENTURE, AFFILIATION, OR OTHER RELATIONSHIP WITH ANOTHER ENTITY WHICH WOULD RESULT IN A CHANGE IN CONTROL OF THE CORPORATION OR SUCH ENTITY; (F) THE SALE, PLEDGE, LEASE, RELINQUISHMENT, TRANSFER, OR OTHER DISPOSITION OF ALL, OR SUBSTANTIALLY ALL, OF THE CORPORATION'S ASSETS; AND ANY CHANGES TO THE CORPORATION'S ORGANIZATIONAL STRUCTURE OR CORPORATE PURPOSE; (G) THE AUTHORIZATION AND DESIGNATION OF THE CORPORATION'S OFFICERS TO: EXECUTE A DEED OF ASSIGNMENT FOR THE BENEFIT OF CREDITORS; FILE A VOLUNTARY PETITION IN BANKRUPTCY; FILE AN ANSWER CONSENTING TO THE APPOINTMENT OF A RECEIVER; OR FILE AN ANSWER TO AN INVOLUNTARY PETITION IN BANKRUPTCY; (H) THE DETERMINATION TO INDEMNIFY A REPRESENTATIVE; (I) THE ELECTION OR REMOVAL OF ANY OF THE CORPORATION'S BOARD OFFICERS, THE PRESIDENT/CHIEF EXECUTIVE OFFICER OR THE CHIEF FINANCIAL OFFICER; OR (J) THE AUTHORIZATION, APPROVAL, AMENDMENT, OR TERMINATION OF ANY MANAGEMENT CONTRACT(S). |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CFO AND CONTROLLER. THE AUDIT COMMITTEE OF THE BOARD PERFORMS A FINAL REVIEW WITH THE INDEPENDENT ACCOUNTING FIRM AND A THEN A COPY IS PROVIDED TO ALL MEMBERS OF THE BOARD OF TRUSTEES BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | WAVERLY HEIGHTS' CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY TO PROVIDE GUIDANCE TO GOVERNING BOARD MEMBERS. ALL NEW MEMBERS SIGN OFF ON THIS POLICY UPON APPOINTMENT TO THE BOARD. ANY POSSIBLE CONFLICT OF INTEREST ON THE PART OF THE GOVERNING BOARD MEMBERS IS REQUIRED TO BE TIMELY DISCLOSED UPON REALIZATION OF THE POTENTIAL CONFLICT TO THE OTHER MEMBERS OF THE BOARD AND MADE A MATTER OF RECORD WHEN THE CONFLICT BECOMES A MATTER OF BOARD ACTION. THE BOARD MAKES THE DECISION AS TO WHETHER A POTENTIAL CONFLICT IS AN ACTUAL CONFLICT. ANY GOVERNING BOARD MEMBERS HAVING A CONFLICT OF INTEREST SHALL NOT VOTE OR USE THEIR PERSONAL INFLUENCE ON THE MATTER, EVEN WHERE PERMITTED BY LAW. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE, ABSTENTION AND THE QUORUM. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE PRESIDENT & CEO, OTHER OFFICERS, AND KEY EMPLOYEES OF WAVERLY HEIGHTS IS DETERMINED BY WAVERLY SENIOR SERVICES EXECUTIVE EVALUATION & COMPENSATION COMMITTEE BASED ON THE RECOMMENDATIONS FROM AN INDEPENDENT CONSULTANT. THE CONSULTANT BASES THEIR INFORMATION ON SURVEY DATA FROM SIMILAR LIFE PLAN COMMUNITIES AND EXTERNAL DATA. ADDITIONALLY, ANY SIGNIFICANT ADJUSTMENTS FOR CHANGE AND ANNUAL ADJUSTMENTS ARE REVIEWED AND RECOMMENDED BY THE WAVERLY SENIOR SERVICES EXECUTIVE EVALUATION & EXECUTIVE COMPENSATION COMMITTEE TO THE BOARD OF TRUSTEES. THIS PROCESS WAS REVIEWED AND APPROVED IN 2024. THE DELIBERATION AND FINAL DECISION WERE DOCUMENTED IN THE BOARD AND COMMITTEE MINUTES WITH SPECIFIC DETAILS DOCUMENTED IN CONFIDENTIAL EMPLOYEE FILES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | EQUITY TRANSFER FROM WAVERLY SENIOR SERVICES 1,377,167. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAVERLY CARE MANAGEMENT LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1400 WAVERLY ROAD | AddressLine1Txt |
| City | GLADWYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190351254 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232212842 | EIN |
| Primary Activities | CARE MANAGEMENT SERVICES | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $217,548 | TotalIncomeAmt |
| End Of Year Assets | $212,487 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WAVERLY HEIGHTS | BusinessNameLine1Txt |
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 | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WAVERLY CARE | |||||||||||
| 1400 WAVERLY ROAD | GLADWYNE | PA | 190351254 | 232655145 | COMPANION SERVICES | PA | 501(C)(3) | LINE 10 | WAVERLY SENIOR SERVICES | Yes (1) | |
| WAVERLY SENIOR SERVICES | |||||||||||
| 1400 WAVERLY ROAD | GLADWYNE | PA | 190351254 | 922896025 | MANAGEMENT COMPANY | PA | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
| 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 | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |