MORAVIAN MANORS INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MORAVIAN MANORS INC (EIN 14-0810461)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-06-20
- IRS object ID
- 201641729349300439
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-06-20T14:07:46-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 140810461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MORAVIAN MANORS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MORA | BusinessNameControlTxt |
| Phone | 7176260214 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST LEMON STREET | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 175432311 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | J DAVID SWARTLEY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 7176260214 | PhoneNum |
| Signature | 2016-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS C GREEN CPA | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | J DAVID SWARTLEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST LEMON STREET | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 175432311 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,808,560 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MORAVIANMANOR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1975 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SERVICES AND FACILITIES FOR THE AGING | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 476 | TotalEmployeeCnt |
| Total Volunteers | 163 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $575,584 | PYContributionsGrantsAmt |
| CY Contributions Grants | $983,077 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,002,110 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,851,312 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,190,673 | PYInvestmentIncomeAmt |
| CY Investment Income | $813,357 | CYInvestmentIncomeAmt |
| PY Other Revenue | $537,589 | PYOtherRevenueAmt |
| CY Other Revenue | $667,406 | CYOtherRevenueAmt |
| PY Total Revenue | $22,305,956 | PYTotalRevenueAmt |
| CY Total Revenue | $22,315,152 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $11,638,352 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,564,360 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $24,292 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $51,327 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $174,957 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,585,656 | PYOtherExpensesAmt |
| CY Other Expenses | $8,213,020 | CYOtherExpensesAmt |
| PY Total Expenses | $20,248,300 | PYTotalExpensesAmt |
| CY Total Expenses | $20,828,707 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,057,656 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,486,445 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,837,828 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,414,349 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,308,617 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $39,229,905 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $21,529,211 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,184,444 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE HIGH QUALITY SERVICES AND FACILITIES FOR THE AGING, BASED UPON CHRISTIAN VALUES, WHICH ENCOURAGE INDEPENDENCE, PRESERVE WELLNESS, AND PROMOTE HUMAN DIGNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $13,737,212 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $14,400,914 | RevenueAmt |
| Desc | NURSING HOME AND BENEVOLENT CARE: OUR COMMUNITY INCLUDES NURSING CARE FOR THOSE RESIDENTS WHO ARE UNABLE TO HELP THEMSELVES. OF THE CARE PROVIDED, TOTAL SKILLED NURSING DAYS WERE 42,690 OF WHICH 11,370 DAYS WERE MEDICAID AND 3,894 WERE MEDICARE. PERSONAL CARE DAYS WERE 18,095.THE MANOR MAINTAINS RECORDS TO IDENTIFY THE COST OF PROVIDING BENEVOLENT CARE BASED UPON THEN DIRECT AND INDIRECT COSTS IDENTIFIED WITH THE SPECIFIC BENEVOLENT CARE PROVIDED. THE LEVEL OF BENEVOLENT CARE PROVIDED AMOUNTED TO APPROXIMATELY $1,091,000 IN 2015, INCLUDING COSTS RELATED TO THE MEDICAID PROGRAM. THE MANOR UTILIZED $117,468 DURING 2015 FROM ITS BENEVOLENT CARE FUNDS.OUR COMMUNITY WITHIN A COMMUNITY INVOLVEMENT INCLUDES VARIOUS PARTNERSHIPS WITH LOCAL BUSINESSES AND CIVIC ORGANIZATIONS AS WELL AS MANOR SPONSORED EVENTS SUCH AS THE SUMMER FILM FESTIVAL IN LITITZ SPRINGS PARK WHICH IS FREE AND OPEN TO THE PUBLIC, THE ARTISANS' PORCHWALK, STRONG CONNECTIVITY TO THE LITITZ REC CENTER AND MULTIPLE INTERGENERATIONAL PROGRAMS WITH THE WARWICK SCHOOL DISTRICT. THE MANOR WELCOMES PUBLIC USE OF OUR ON-SITE MEETING SPACES AT NO CHARGE. WE ALSO SUPPORT OUR LOCAL POLICE AND FIRE DEPARTMENTS THROUGH MONETARY DONATIONS. WE ARE FORTUNATE TO BE LOCATED IN THE BOROUGH OF LITITZ AND WILL CONTINUE TO SUPPORT OUR HOMETOWN THROUGH MONETARY DONATIONS AND COMMUNITY INVOLVEMENT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,070,106 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,170,121 | RevenueAmt |
| Desc | MEAL DISTRIBUTION PROGRAMS: MORAVIAN MANOR PROVIDES 3 MEALS DAILY WITH PERSONALIZED DIET PLANS FOR SKILLED NURSING AND ASSISTED LIVING RESIDENTS. IN ADDITION, THE MANOR PROVIDES 1 WEEKDAY MEAL FOR THE GARDEN COURT APARTMENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,129,097 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,280,277 | RevenueAmt |
| Desc | HOUSING PROGRAMS, GENERAL/OTHER: HOUSEKEEPING AND MAINTENANCE IS RESPONSIBLE FOR INFECTION CONTROL AND A CLEAN AND HEALTHY ENVIRONMENT FOR 61 APARTMENTS, 16 COTTAGES, 12 TOWNHOUSES, 64-BED PERSONAL CARE FACILITY, AND 127-BED HEALTH CARE FACILITY. MAINTENANCE IS RESPONSIBLE FOR KEEPING THE FACILITY IN GOOD CONDITION (265,460 SQUARE FEET). | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | THE MANOR MAINTAINS RECORDS TO IDENTIFY THE COST OF PROVIDING BENEVOLENT CARE BASED UPON THE DIRECT AND INDIRECT COSTS IDENTIFIED WITH THE SPECIFIC BENEVOLENT CARE PROVIDED. THE COSTS ASSOCIATED WITH BENEVOLENT CARE ARE ESTIMATED BASED ON THE DIFFERENCE IN DAILY RESIDENT COST, AS CALCULATED IN THE ANNUAL COST REPORT, AND THE AMOUNT OF REIMBURSEMENT RECEIVED FOR BENEVOLENT CARE PROVIDED. THE LEVEL OF BENEVOLENT CARE PROVIDED AMOUNTED TO APPROXIMATELY $1,091,000 IN 2015 AND $1,300,000 IN 2014, INCLUDING COSTS RELATED TO THE MEDICAID PROGRAM. THE MANOR UTILIZED $117,468 AND $103,804 DURING 2015 AND 2014, RESPECTIVELY, FROM ITS BENEVOLENT CARE FUNDS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $18,936,415 | 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 | 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 | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | 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 | 67 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 476 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 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 |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CINDY MEIER VP OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7176260214 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST LEMON STREET | AddressLine1Txt |
| City | LITITZ | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 175432311 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MR REGINALD K KNOWLTON | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR RICHARD A MINNICH | ||||||
| PAST CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REV DAVID E BENNETT | ||||||
| PRESIDENT, EASTERN DIST. | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR BRUCE R BUCHER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR FRANK A CHRISTOFFEL III | ||||||
| CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR DANIEL B GARRETT | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR J ROBERT HESS | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REV DEAN A EASTON | ||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REV JOHN P SMELTZER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR RICHARD G STAUFFER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MRS DIANE ZIMMERMAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR JAMES T ROLAND | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MRS MARGARET C GREINER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR KENNETH G STOUDT | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR CHRISTOPHER A STUMP | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR DAVID PUSEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR R WILLIAM SPACHT | ||||||
| BOARD MEMBER(TERM EXP. 9/15) | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REV MARK BRELAND | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR WALTER OFFERMAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MR JAMES DAVID SWARTLEY | ||||||
| PRESIDENT/CEO | 45.00 | Yes (X) | $174,963 | $0 | $19,555 | |
| MRS CYNTHIA C MEIER | ||||||
| VP OF FINANCE | 45.00 | Yes (X) | $104,265 | $0 | $7,215 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $279,228 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $26,770 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | 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 |
|---|---|---|---|---|---|
| FLAGSHIP REHABILITATION | |||||
| 157 BALTIMORE STREET SUITE 200 | CUMBERLAND | MD | 21502 | THERAPY SERVICES (PT, OT, ST) | $1,263,503 |
| SODEXO | |||||
| PO BOX 533922 | ATLANTA | GA | 30353 | DIETARY MANAGEMENT, FOOD & SUPPLIES | $346,637 |
| RGS ASSOCIATES | |||||
| 53 W JAMES STSUITE 101 | LANCASTER | PA | 17603 | LAND PLANNING, ARCHITECTURE | $212,128 |
| MOREFIELD COMMUNICATIONS | |||||
| 35 N 35TH STREET | CAMP HILL | PA | 17011 | PHONE UPGRADE SERVICE | $208,229 |
| WOHLSEN CONSTRUCTION COMPANY | |||||
| 548 STEEL WAY | LANCASTER | PA | 17601 | CONSTRUCTION | $168,975 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $983,077 | AllOtherContributionsAmt |
| Noncash Contributions | $48,429 | NoncashContributionsAmt |
| Total Contributions | $983,077 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT SVC REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $19,851,312 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,851,312 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,851,312 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,459 | TotalRevenueColumnAmt |
| Exclusion | $184,459 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $21,827 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,946 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $13,881 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,881 | TotalRevenueColumnAmt |
| Exclusion | $13,881 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,109,127 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,480,229 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $628,898 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $628,898 | TotalRevenueColumnAmt |
| Exclusion | $628,898 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,284 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $5,233 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51 | TotalRevenueColumnAmt |
| Exclusion | $51 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| DAY CARE FACILITIES | 624410 | $310,824 | $310,824 |
| CARE INSURANCE DIVIDEND | 623000 | $127,004 | $127,004 |
| RESIDENT CATERING | 623000 | $117,068 | $117,068 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $98,578 | TotalRevenueColumnAmt |
| Exclusion | $98,578 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $653,474 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $22,315,152 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,851,312 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,480,763 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $305,998 | TotalAmt |
| Management And General | $286,546 | ManagementAndGeneralAmt |
| Fundraising | $19,452 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,266,279 | TotalAmt |
| Program Services | $8,709,166 | ProgramServicesAmt |
| Management And General | $466,838 | ManagementAndGeneralAmt |
| Fundraising | $90,275 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $447,429 | TotalAmt |
| Program Services | $422,745 | ProgramServicesAmt |
| Management And General | $19,522 | ManagementAndGeneralAmt |
| Fundraising | $5,162 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,825,730 | TotalAmt |
| Program Services | $1,731,582 | ProgramServicesAmt |
| Management And General | $79,312 | ManagementAndGeneralAmt |
| Fundraising | $14,836 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $718,924 | TotalAmt |
| Program Services | $657,757 | ProgramServicesAmt |
| Management And General | $53,003 | ManagementAndGeneralAmt |
| Fundraising | $8,164 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,449 | TotalAmt |
| Management And General | $37,449 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,300 | TotalAmt |
| Management And General | $40,300 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $901 | TotalAmt |
| Management And General | $901 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,327 | TotalAmt |
| Fundraising | $51,327 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,575 | TotalAmt |
| Management And General | $79,575 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,082,912 | TotalAmt |
| Program Services | $2,048,325 | ProgramServicesAmt |
| Management And General | $34,587 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,519 | TotalAmt |
| Program Services | $126,054 | ProgramServicesAmt |
| Management And General | $20,465 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,249,821 | TotalAmt |
| Program Services | $1,153,177 | ProgramServicesAmt |
| Management And General | $94,739 | ManagementAndGeneralAmt |
| Fundraising | $1,905 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,609 | TotalAmt |
| Management And General | $185,609 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,438,787 | TotalAmt |
| Program Services | $1,255,170 | ProgramServicesAmt |
| Management And General | $183,617 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,477 | TotalAmt |
| Program Services | $15,477 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,012 | TotalAmt |
| Program Services | $24,012 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,690,931 | TotalAmt |
| Program Services | $1,690,931 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,007 | TotalAmt |
| Program Services | $6,007 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $714,405 | $714,405 | ||
| IN-SERVICE/EVENTS | $235,349 | $209,300 | $3,720 | $22,329 |
| EMPL. & PUBLIC RELATION | $155,099 | $111,311 | $43,788 | |
| BAD DEBTS | $37,207 | $37,207 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,660 | TotalAmt |
| Program Services | $23,789 | ProgramServicesAmt |
| Management And General | $87,364 | ManagementAndGeneralAmt |
| Fundraising | -$38,493 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,828,707 | TotalAmt |
| Program Services | $18,936,415 | ProgramServicesAmt |
| Management And General | $1,717,335 | ManagementAndGeneralAmt |
| Fundraising | $174,957 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,178 | BOYAmt |
| EOY | $2,178 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,913 | BOYAmt |
| EOY | $840,286 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,977 | BOYAmt |
| EOY | $365,828 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,465,309 | BOYAmt |
| EOY | $2,555,280 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,717 | BOYAmt |
| EOY | $138,497 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,648 | BOYAmt |
| EOY | $193,895 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $63,159,128 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,959,907 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,351,707 | BOYAmt |
| EOY | $42,199,221 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,337,321 | BOYAmt |
| EOY | $14,309,364 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,840 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $640,218 | BOYAmt |
| EOY | $709,800 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,837,828 | BOYAmt |
| EOY | $61,414,349 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,694,155 | BOYAmt |
| EOY | $1,791,674 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,303,736 | BOYAmt |
| EOY | $12,147,285 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,099,550 | BOYAmt |
| EOY | $22,150,273 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,822 | BOYAmt |
| EOY | $14,231 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,389,276 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $811,078 | BOYAmt |
| EOY | $3,126,442 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,308,617 | BOYAmt |
| EOY | $39,229,905 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,801,681 | BOYAmt |
| EOY | $15,965,502 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,684,608 | BOYAmt |
| EOY | $5,222,448 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,042,922 | BOYAmt |
| EOY | $996,494 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,529,211 | BOYAmt |
| EOY | $22,184,444 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,837,828 | BOYAmt |
| EOY | $61,414,349 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,486,445 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$784,455 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$46,757 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 | $828,347 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $393,137 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $273,217 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $575,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $983,077 | CurrentTaxYearAmt |
| Total | $3,053,362 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,712,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,475,052 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,805,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,002,110 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,851,312 | CurrentTaxYearAmt |
| Total | $94,846,152 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $496,853 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $511,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $470,009 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $517,373 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $614,656 | CurrentTaxYearAmt |
| Total | $2,610,741 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,037,828 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,380,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,548,276 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,095,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,449,045 | CurrentTaxYearAmt |
| Total | $100,510,255 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,752 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,107 | CurrentTaxYearAmt |
| Total | $289,818 | 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 | $48,752 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $82,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $49,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,107 | CurrentTaxYearAmt |
| Total | $289,818 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $100,220,437 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,840 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $236,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $245,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $201,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,286 | CurrentTaxYearAmt |
| Total | $1,119,302 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $229,840 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $236,782 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $245,099 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $201,295 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $206,286 | CurrentTaxYearAmt |
| Total | $1,119,302 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,901 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $153,377 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,102 | CurrentTaxYearAmt |
| Total | $213,327 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,269,755 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,619,722 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,946,752 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,307,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,699,433 | CurrentTaxYearAmt |
| Total | $101,842,884 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98240 | PublicSupportPY509Pct |
| Investment Income CY | 0.01100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01160 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2011 AMOUNT: $ 2,087. 2012 AMOUNT: $ 2,901. 2013 AMOUNT: $ 153,377. 2014 AMOUNT: $ 10,860. 2015 AMOUNT: $ 44,102. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $901 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $901 | 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 | MORAVIAN MANOR PAYS DUES TO LEADINGAGE AND LEADINGAGE PA. A PORTION OF THE DUES PAID TO THIS ORGANIZATION IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID THAT ARE ALLOCABLE TO LOBBYING IS $901. | ExplanationTxt |
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 | $6,910,828 | BeginningYearBalanceAmt |
| Contributions | $51,774 | ContributionsAmt |
| Investment Earnings Or Losses | -$81,573 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $578,427 | OtherExpendituresAmt |
| End Year Balance | $6,302,602 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,188,582 | BeginningYearBalanceAmt |
| Contributions | $318,292 | ContributionsAmt |
| Investment Earnings Or Losses | $590,151 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $186,197 | AdministrativeExpensesAmt |
| End Year Balance | $6,910,828 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,956,779 | BeginningYearBalanceAmt |
| Contributions | $52,048 | ContributionsAmt |
| Investment Earnings Or Losses | $1,436,225 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $256,470 | OtherExpendituresAmt |
| End Year Balance | $6,188,582 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,358,188 | BeginningYearBalanceAmt |
| Contributions | $147,564 | ContributionsAmt |
| Investment Earnings Or Losses | $550,159 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $99,132 | OtherExpendituresAmt |
| End Year Balance | $4,956,779 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,067,629 | BeginningYearBalanceAmt |
| Contributions | $475,675 | ContributionsAmt |
| Investment Earnings Or Losses | $10,902 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $196,018 | OtherExpendituresAmt |
| End Year Balance | $4,358,188 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.70970 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13440 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15590 | 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 | $4,714,731 | OtherCostOrOtherBasisAmt |
| Book Value | $4,714,731 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $48,797,066 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,107,153 | DepreciationAmt |
| Book Value | $30,689,913 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,314,558 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,703,699 | DepreciationAmt |
| Book Value | $2,610,859 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,332,773 | OtherCostOrOtherBasisAmt |
| Depreciation | $149,055 | DepreciationAmt |
| Book Value | $4,183,718 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $42,199,221 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $2,997,644 |
| ANNUITIES PAYABLE | $128,798 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,126,442 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $21,377,847 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$784,455 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$78,508 | OtherRevenueAmt |
| Revenue Not Reported | -$862,963 | RevenueNotReportedAmt |
| Revenue Subtotal | $22,240,810 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $79,575 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$5,233 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $74,342 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $22,315,152 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,722,614 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,562 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,562 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,717,052 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $79,575 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $32,080 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $111,655 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,828,707 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | RESIDENTS CAN DEPOSIT FUNDS INTO THE ORGANIZATION'S ACCOUNT SO THE RESIDENT CAN HAVE ACCESS TO THE MONEY WHEN FUNDS ARE NEEDED. WHEN THE RESIDENT DEPOSITS MONEY INTO THE ACCOUNT, HE OR SHE IS PROVIDED WITH A RECEIPT AND THE ORGANIZATION RECORDS THE DEPOSIT IN ITS ACCOUNTING SYSTEM. IF THE RESIDENT WITHDRAWS FUNDS, HE OR SHE NEEDS TO SIGN A FORM SHOWING THE AMOUNT AND DATE OF THE WITHDRAWAL FOR THE ORGANIZATION'S RECORDS. EACH RESIDENT IS PROVIDED WITH A QUARTERLY STATEMENT SHOWING THE BALANCE OF FUNDS IN HIS OR HER ACCOUNT. ADDITIONALLY, THE ORGANIZATION HAS SET UP A SEPARATE ACCOUNT TO TRACK AN ESCROW LIABILITY. |
| PART V, LINE 4: | THE ENDOWMENT ASSETS ARE INVESTED IN A MANNER THAT IS INTENDED TO PRODUCE RESULTS THAT ALLOW THE MANOR TO FUND THE APPROPRIATE PROGRAMS WHILE ASSUMING A MODERATE LEVEL OF INVESTMENT RISK. ENDOWMENT FUNDS ARE USED FOR CAPITAL PROJECTS AND BENEVOLENT CARE. |
| PART X, LINE 2: | THE MANOR ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED BY EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT HAS DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2015 AND 2014. THE MANOR'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED PRIOR TO DECEMBER 31, 2012 NO LONGER REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -46,428. EQUITY IN LOSS OF YOUR NEIGHBORHOOD CONNECTIONS, LLC -32,080. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GIFT SHOP EXPENSES -5,233. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 329. GIFT SHOP EXPENSES 5,233. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EQUITY IN LOSS OF YOUR NEIGHBORHOOD CONNECTIONS, LLC 32,080. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSLEY DEVELOPMENT CONSULTING | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 89 LEAMAN ROAD | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FEASABILITY STUDY | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $51,327 | GrossReceiptsAmt |
| Retained By Contractor | $0 | RetainedByContractorAmt |
| Net To Organization | $51,327 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $51,327 | TotalGrossReceiptsAmt |
| Total Net To Organization | $51,327 | TotalNetToOrganizationAmt |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | PAYMENT WAS MADE FOR CONSULTATION IN ORDER TO START A FEASABILITY STUDY TO DETERMINE IF A CAMPAIGN COULD BE CONDUCTED FOR FUNDS TO RENOVATE MANOR WEST, A SUB SECTION OF MORAVIAN MANORS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR JAMES DAVID SWARTLEY | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $174,963 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $10,582 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,973 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $194,518 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| NORTH LEBANON TOWNSHIP MUNICIPAL AUTHORITY | ||||||||
| A | 236000452 | NONEAVAIL | 2012-06-21 | $5,456,495 | CURRENT REFUNDING OF PRIOR YEAR BONDS | 0 | 0 | 0 |
| NORTH LEBANON TOWNSHIP MUNICIPAL AUTHORITY | ||||||||
| B | 236000452 | NONEAVAIL | 2012-06-21 | $7,173,479 | CURRENT REFUNDING OF PRIOR YEAR BONDS | 0 | 0 | 0 |
| NORTH LEBANON TOWNSHIP MUNICIPAL AUTHORITY | ||||||||
| C | 236000452 | NONEAVAIL | 2012-06-21 | $7,735,829 | CURRENT REFUNDING OF PRIOR YEAR BONDS | 0 | 0 | 0 |
| NORTH LEBANON TOWNSHIP MUNICIPAL AUTHORITY | ||||||||
| D | 236000452 | NONEAVAIL | 2015-12-30 | $10,000,000 | FUNDING FOR WARWICK WOODLANDS PROJECT | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,032,707 | $5,456,495 | $5,456,495 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| B | $1,317,568 | $7,173,479 | $7,173,479 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| C | $856,518 | $7,735,829 | $7,735,829 | 2012 | Yes (1) | 0 | Yes (1) | Yes (1) | |||
| D | $10,000,000 | 2017 | 0 | 0 | 0 | Yes (1) | $114,295 | $4,876,968 | $5,008,737 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| D | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| D | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $48,429 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS. |
| PART I, LINE 32B: | THE ORGANIZATION USES ITS INVESTMENT ADVISOR TO SELL ALL SECURITIES GIVEN AS DONATIONS IMMEDIATELY UPON RECEIPT UNLESS OTHERWISE RESTRICTED BY THE DONOR. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE MORAVIAN CHURCH ELECTS EIGHT MEMBERS TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ELECTS FOUR TO SEVEN MEMBERS THROUGH A NOMINATING COMMITTEE. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS MADE BY THE GOVERNING BODY TO MAKE BY-LAW REVISIONS ARE SUBJECT TO APPROVAL BY THE EXECUTIVE BOARD OF THE EASTERN DISTRICT OF THE MORAVIAN CHURCH, NORTHERN PROVINCE. ALL OTHER DECISIONS DO NOT REQUIRE APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE INITIAL REVIEW OF FORM 990 IS DONE BY THE MANOR'S PRESIDENT. ONCE HIS REVIEW IS COMPLETE, THE MANOR'S FORM 990 IS THEN SENT TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW BEFORE THE RETURN IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES OF MORAVIAN MANORS REVIEW AND SIGN AN ANNUAL CONFLICT OF INTEREST AND DISCLOSURE STATEMENT. BOARD MEMBERS AND OFFICERS SHALL DISCLOSE THEIR INTEREST IN MATTERS THAT MAY OR WILL AFFECT THEM OR ANY PERSON CLOSELY ASSOCIATED WITH THEM EITHER DIRECTLY OR INDIRECTLY. THE TERM "CLOSELY ASSOCIATED" EXPRESSLY INCLUDES FAMILY AND BUSINESS RELATIONSHIPS. THE CORPORATE COMPLIANCE OFFICER REVIEWS THE STATEMENTS TO ASSURE THERE ARE NO CONFLICTS OF INTEREST. ANY CONFLICTS OF INTEREST THAT OCCUR ARE REVIEWED BY THE PRESIDENT AND THE BOARD CHAIR ASSUMING HE/SHE IS NOT THE PARTY INVOLVED. MORAVIAN MANOR BOARD MEMBERS SHALL NOT VOTE ON ANY RESOLUTION OR MOTION REGARDING MATTERS WHERE AN ACTUAL OR POTENTIAL FINANCIAL INTEREST OR CONFLICT OF INTEREST EXISTS. |
| FORM 990, PART VI, SECTION B, LINE 15 | MORAVIAN MANORS USES ITS EXECUTIVE COMMITTEE AND A COMPENSATION SURVEY/STUDY TO DETERMINE THE COMPENSATION FOR ITS CEO. THE COMMITTEE USES THE SURVEY TO ENSURE THAT ANY SALARY INCREASES ARE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. THE FORMAL PROCEDURE IS AS FOLLOWS: THE EXECUTIVE COMMITTEE COMPLETES AN EVALUATION OF THE CEO WHICH IS A FORMAL DOCUMENT. THE ENTIRE BOARD IS THEN INVITED TO MAKE COMMENTS AND CONTACT ANY MEMBER OF THE EXECUTIVE COMMITTEE WITH ANY CONCERNS AND/OR COMMENTS REGARDING THE CEO'S ANNUAL EVALUATION. ONCE COMMENTS AND CONCERNS ARE COMPILED, THE EXECUTIVE COMMITTEE MEETS TO DISCUSS PERFORMANCE AND COMPENSATION. WAGE SURVEY DETAILS ARE REVIEWED AT THIS TIME FOR SIMILAR POSITIONS. ONCE COMPENSATION IS DECIDED UPON IT IS THE RESPONSIBILITY OF THE BOARD CHAIR TO MEET WITH THE CEO. THE BOARD CHAIR THEN GIVES A FORMAL LETTER TO THE CONTROLLER REGARDING PERCENTAGE INCREASE AND EFFECTIVE DATE FOR THE CEO RATE CHANGE. THE BOARD IS INFORMED OF THE RESULTS OF THE PERFORMANCE APPRAISAL AT THE NEXT SCHEDULED MEETING. THE EXECUTIVE COMMITTEE CHAIR KEEPS ALL DOCUMENTS REGARDING COMPENSATION. ALTHOUGH DETAILS ON THE EXECUTIVE COMMITTEE ARE NOT MADE PUBLIC TO THE BOARD, FINAL DECISIONS ARE SHARED WITH THE BOARD AND DOCUMENTED. THE CEO SETS THE SALARIES FOR KEY EMPLOYEES USING 990'S FROM OTHER ORGANIZATIONS AND THE LEADINGAGE PA WAGE SURVEY FOR COMPARISON. FAIR MARKET RANGE IS CONSIDERED WHEN MAKING ALL DECISIONS. |
| FORM 990, PART VI, SECTION C, LINE 18 | MORAVIAN MANOR'S ANNUAL FILING IS PUBLIC. THE FILING IS PICKED UP BY GUIDESTAR AND MADE AVAILABLE TO THE PUBLIC THROUGH ITS WEB SITE. THE FILING IS ALSO AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | A COPY OF THE FINANCIAL STATEMENTS MAY BE OBTAINED BY CONTACTING THE PA DEPARTMENT OF STATE. THE STATEMENTS, ALONG WITH THE REGISTRATION STATEMENT WITH WHICH THEY ARE FILED, ARE PUBLIC RECORDS. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | MEDICAL FEES: PROGRAM SERVICE EXPENSES 1,615,675. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,615,675. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 34,587. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,587. NURSING FEES: PROGRAM SERVICE EXPENSES 39,843. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,843. HOUSEKEEPING AND MAINTENANCE FEES: PROGRAM SERVICE EXPENSES 392,807. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 392,807. |
| FORM 990, PART XI, LINE 9: | CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST -46,428. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -329. |