2014-10-24T14:47:59-05:00 2013-12-31 410746749 CLIFTONLARSONALLEN LLP 610 WGERMANTOWN PIKE STE400 PLYMOUTH MEETING PA 19462 990 2013-01-01 232948991 SIMPSON SENIOR SERVICES SIMP 6106600112 150 MONUMENT ROAD NO 105 BALA CYNWYD PA 19004 JAMES J KONISZEWSKI CFO 6106600112 2014-10-23 1 JAMES D WATSON P01450300 2156433900 2013 2015-11-30 17:44:51Z KIM WILLIAMS 150 MONUMENT ROAD NO 105 BALA CYNWYD PA 19004 2383138 0 X WWW.SIMPSONSENIOR.ORG X 1998 PA MANAGING AFFILIATES THAT PROVIDE RESIDENCE AND NURSING CARE FOR THE ELDERLY. 11 10 18 10 0 0 675 50 2314105 2383088 1289 0 0 0 2316069 2383138 1500 1200 0 0 1371414 1398801 0 0 135547 1026325 990415 2399239 2390416 -83170 -7278 449589 505305 5679040 5740876 -5229451 -5235571 X SIMPSON SENIOR SERVICES IS DEDICATED TO MEETING THE NEEDS OF AN AGING COMMUNITY. THROUGH CAREFUL OVERSIGHT, THIS ORGANIZATION WILL ASSURE THAT EACH OF ITS COMMUNITIES STRIVES TO DELIVER THE HIGHEST QUALITY OF SERVICES WITH A SENSE OF WARMTH, FRIENDLINESS, INDIVIDUAL PRIDE AND INTEGRITY. WE ARE COMMITTED TO A SYSTEM-WIDE OPERATION THAT OFFERS ALL RESIDENTS AND STAFF OPPORTUNITIES FOR PERSONAL GROWTH AND SPIRITUAL ENRICHMENT. 0 0 2103692 1200 2383088 SIMPSON SENIOR SERVICES IS A NONPROFIT ORGANIZATION WHICH DEVELOPS AND MANAGES CAMPUS COMMUNITIES FOR SENIOR ADULTS. ON AN EQUAL OPPORTUNITY BASIS, EACH COMMUNITY STRIVES TO DELIVER THE HIGHEST QUALITY OF SERVICE WITH A SENSE OF WARMTH, FRIENDLINESS, INDIVIDUAL PRIDE AND INTEGRITY. THE COMMUNITIES INCLUDE: SIMPSON HOUSE, SIMPSON MEADOWS, JENNER'S POND, SIMPSON MID-TOWN AND SIMPSON GARDENS. ACCOMMODATIONS AND CARE VARY DEPENDING UPON THE CAMPUS AND MAY INCLUDE INDEPENDENT LIVING COTTAGES AND APARTMENTS, PERSONAL CARE, SKILLED NURSING AS WELL AS SUBSIDIZED HOUSING FOR MODERATE TO LOW-INCOME SENIORS. AVAILABLE SERVICES ALSO VARY DEPENDING UPON THE CAMPUS AND MAY INCLUDE DINING SERVICES, HOUSEKEEPING, LAUNDRY, TRANSPORTATION AS WELL AS ACTIVITIES SUCH AS: EXERCISE CLASSES, MUSICAL PROGRAMS AND PERFORMANCES, DAY AND OVERNIGHT TRIPS, HEALTH AND WELLNESS PROGRAMS AND HAND ARTS. THE COMMUNITIES AND CAMPUSES OF SIMPSON SENIOR SERVICES ARE COMMITTED TO THE BETTERMENT OF RESIDENTS, STAFF AND THE COMMUNITIES AT LARGE AND OFFER RESIDENTS AND STAFF OPPORTUNITIES FOR PERSONAL GROWTH AND SPIRITUAL ENRICHMENT. EACH CAMPUS BENEFITS FROM THE COMMITMENT AND SERVICE OF COMMUNITY AND RESIDENT VOLUNTEERS. THE COMMUNITIES STRIVE TO PROVIDE SERVICES AND CARE TO RESIDENTS EVEN IF THEY OUTLIVE THEIR FINANCIAL RESOURCES. THE COMMUNITIES OFFER TUITION ASSISTANCE TO ELIGIBLE EMPLOYEES IN SUPPORT OF CONTINUING EDUCATION, PROVIDE WORK SITES FOR CLINICAL AND HAND-ON EDUCATION AND TRAINING, MAKE SPACE AVAILABLE FOR COMMUNITY ORGANIZATIONS AND GROUPS, PROMOTE STAFF AND RESIDENT VOLUNTEERISM IN THE COMMUNITY, AND MAKE CONTRIBUTIONS TO LOCAL COMMUNITY ORGANIZATIONS. 2103692 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 18 1 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JAMES J KONISZEWSKI 6106600112 150 MONUMENT ROAD STE 105 BALA CYNWYD PA 19004 KAY MCCOY IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 RHONDA KARP SECRETARY 1.00 1.00 X X 0 0 0 DANIEL KELLEY VICE CHAIR 1.00 1.00 X X 0 0 0 ALVIN KINGCADE TREASURER 1.00 1.00 X X 0 0 0 MARY ANN HOFFMAN DIRECTOR 1.00 1.00 X 0 0 0 VIRGINIA BROWN DIRECTOR 1.00 1.00 X 0 0 0 KIM WILLIAMS PRESIDENT/CEO 34.00 6.00 X X 308520 0 34242 JORDAN KENDALL CHAIR 1.00 1.00 X X 0 0 0 ANITA POWELL DIRECTOR 1.00 1.00 X 0 0 0 WILLIAM GARY GEORGE DIRECTOR 1.00 1.00 X 0 0 0 FIRAS SAIDI DIRECTOR 1.00 1.00 X 0 0 0 JIM KONISZEWSKI CHIEF FINANCIAL OFFICER 34.00 6.00 X 232285 0 8922 TONI MCCLAY CHIEF OPERATING OFFICER 34.00 6.00 X 114561 0 3503 ROBERTA HEALEY VP OF PHILANTHROPY 40.00 X 146465 0 8922 BONNIE J CHANDLER CORPORATE CONTROLLER 40.00 X 101907 0 10959 903738 0 66548 5 0 1 0 CROSSROADS TECHNOLOGIES PO BOX 6528 WYOMISSING PA 19610 IT SERVICES 316583 MONUMENT 150 REALTY LLC PO BOX 23229 NEWARK NJ 07189 BUSINESS LEASE 131603 ADP INC PO BOX 9001006 LOUISVILLE KY 40290 PAYROLL SERVICES 129073 3 50 50 MANAGEMENT FEES 561000 2383088 2383088 2383088 2383138 2383088 0 0 1200 1200 851266 851266 389540 187446 93367 108727 25284 23937 622 725 54358 34628 9116 10614 78353 63403 6906 8044 76812 76812 36875 36875 127077 127077 8011 4236 1744 2031 4031 4031 480774 441362 34006 5406 130423 130423 22628 22536 92 7960 7960 17565 17565 54183 54183 5918 5918 MISCELLANEOUS 8938 8938 BOARD EXPENSE 6539 6539 MAINTENANCE & REPAIR OF 1388 1388 SPECIAL EVENTS 1293 1293 2390416 2103692 151177 135547 61874 13864 166961 278207 18272 11414 734014 587490 178344 146524 16191 47349 7947 7947 449589 505305 285827 327710 5393213 5413166 5679040 5740876 X -5229451 -5235571 -5229451 -5235571 449589 505305 -7278 1158 0 X X 0 1 X 1 0 X X X 0 0 0 SIMPSON HOUSEINC 231352227 9 0 0 1 0 SIMPSON MEADOWS 232948992 9 0 0 1 0 SIMPSON GLEN 232960640 9 0 0 1 0 THIRD CENTURY SERVICES 232948457 9 0 0 1 0 SIMPSON MID-TOWN 233089337 9 0 0 1 0 JENNER'S POND INC 231548106 9 0 0 1 0 6 0 39335 13682 25653 694679 573808 120871 146524 DUE TO RELATED PARTIES 5037342 DEMAND NOTE PAYABLE 375824 5413166 X 2384296 1158 1158 2383138 0 2383138 2390416 0 2390416 0 2390416 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. THE ORGANIZATION IS NOT AWARE OF ANY ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME OR EXCISE OR OTHER TAXES. THE TAX RETURNS FOR THE YEARS 2010 TO 2012 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. X X X X 0 1 0 0 0 0 0 0 0 KIM WILLIAMS PRESIDENT/CEO 280498 0 19333 0 8689 0 15000 0 19242 0 342762 0 0 0 JIM KONISZEWSKI CHIEF FINANCIAL OFFICER 223016 0 0 0 9269 0 0 0 8922 0 241207 0 0 0 ROBERTA HEALEY VP OF PHILANTHROPY 146465 0 0 0 0 0 0 0 8922 0 155387 0 0 0 PART I, LINE 4B KIM WILLIAMS (CEO)- $15,000 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERSHIP OF THE CORPORATION SHALL BE THE MEMBERS OF THE BOARD OF DIRECTORS. ALL VOTING AND OTHER RIGHTS AND INTERESTS OF THE MEMBERS SHALL BE EQUAL. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER. ONCE APPROVED, THE FORM 990 IS SENT TO THE PRESIDENT AND CHIEF EXECUTIVE OFFICER FOR REVIEW AND APPROVAL. THE PRESIDENT AND THE CHIEF EXECUTIVE OFFICER WILL THEN FORWARD A COPY OF THE FORM 990 TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS AND MEMBERS OF THE BOARD ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. ALL SIGNIFICANT NEW CONTRACTS ARE SUBJECT TO BOARD APPROVAL. ONGOING CONTRACTS ARE REVIEWED FOR ANY KNOWN POTENTIAL CONFLICT OF INTEREST. IF A CONFLICT ARISES, LEVEL AT WHICH THE DETERMINATION OF A CONFLICT OF INTEREST EXISTS IS DETERMINED AT THE BOARD LEVEL. CONFLICTS OF INTERESTS ARE REVIEWED AT THE BOARD LEVEL. ANY INDIVIDUAL WITH A CONFLICT OF INTEREST IS ABSTAINED FROM BOARD DISCUSSIONS AND DECISIONS WHERE ANY CONFLICT WOULD BE PRESENT. FORM 990, PART VI, SECTION B, LINE 15 A SUB-COMMITTEE OF THE BOARD OF DIRECTORS WHICH IS APPOINTED BY THE BOARD CHAIR HAS THE SPECIFIC DUTY OF ANNUALLY EVALUATING THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER OF THE ORGANIZATION, INCLUDING DETERMINING HIS ANNUAL COMPENSATION. A COMPETENT SALARY SURVEY IS USED TO BENCHMARK COMPENSATION FOR THE POSITION UTILIZING PANPHA, AAHSA AND CEMO SALARY SURVEYS AND OTHER STUDIES. IN ADDITION, THE GUIDE STAR WEBSITE IS UTILIZED TO RESEARCH THE SALARY OF SIMILAR POSITIONS AT SIMILAR SIZED ORGANIZATIONS IN THE LOCAL MARKET AREA. THE CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND THE EXECUTIVE DIRECTORS SALARIES OF EACH COMMUNITY ARE DETERMINED BY THE PRESIDENT & CEO OF SSS ON AN ANNUAL BASIS. THE PRESIDENT & CEO REVIEWS THE ANNUAL PERFORMANCE OF THESE INDIVIDUALS RELATIVE TO THEIR POSITION DESCRIPTIONS. THE OPERATING BUDGETS, INCLUDING SALARY INCREASES, OF EACH COMMUNITY ARE PRESENTED TO THE BOARD FOR THEIR APPROVAL ON AN ANNUAL BASIS. THIS PROCESS WAS LAST UNDERTAKEN IN 2012. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XII, LINE 2C THE FINANCIAL STATEMENTS OF SIMPSON SENIOR SERVICES WERE AUDITED BY INDEPENDENT ACCOUNTANTS ON A CONSOLIDATED BASIS WITH RELATED ORGANIZATIONS. THE RELATED ORGANIZATIONS HAVE AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR EXAMINING THE FINANCIAL RECORDS AND PROGRAMS TO ENSURE THAT POLICIES AND PROCEDURES ESTABLISHED BY THE BOARD ARE BEING IMPLEMENTED. THIS COMMITTEE SHALL CONDUCT AN INTERNAL AUDIT, PERIODICALLY. SIMPSON RETIREMENT COMMUNITIES LLC 150 MONUMENT ROAD BALA CYNWYD PA 19004 454718638 TO SUPPORT FACILITIES THAT CARE OF THE ELDERLY PA 0 0 SIMPSON SENIOR SERVICES SIMPSON MANAGEMENT SERVICES LLC 150 MONUMENT ROAD BALA CYNWYD PA 19004 454718718 TO SUPPORT FACILITIES THAT CARE OF THE ELDERLY PA 0 0 SIMPSON SENIOR SERVICES SIMPSON SENIOR HOUSING AND COMMUNITY SERVICES LLC 150 MONUMENT ROAD BALA CYNWYD PA 19004 454718761 TO SUPPORT FACILITIES THAT CARE OF THE ELDERLY PA 0 0 SIMPSON SENIOR SERVICES SIMPSON HOUSE 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 231352227 CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 SIMPSON MEADOWS 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232948992 CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 JENNER'S POND 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 231548106 CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 THIRD CENTURY SERVICES 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232948457 PROVIDES SUPPORTIVE SERVICES TO FACILITIES PROVIDING CARE TO THE ELDERLY PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 SIMPSON GLEN 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232960640 CCRC PROVIDING HEALTHCARE, HOUSING, AND OTHER RELATED SERVICES TO RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 SIMSPON MID-TOWN 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 233089337 PROVIDES HOUSING FOR ELDERLY, LOW INCOME RESIDENTS PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 SIMPSON HOUSE FOUNDATION 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232320545 RECEIVE AND ADMINISTER FUNDS FOR CHARITABLE WORKS OF SIMPSON HOUSE, INC. PA 501(C)3 11B SIMPSON SENIOR SERVICES 1 NARBERTH ADULT CARE SERVICES 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 232948458 PROVIDE ADULT DAY CARE SERVICES AND HEALTHCARE TO THE ELDERLY PA 501(C)3 9 SIMPSON SENIOR SERVICES 1 SIMPSON FOUNDATION 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 454731794 CHARITABLE, LITERACY, SCIENTIFIC, RELIGIOUS & EDUC. PURPOSES FOR THE ELDERLY PA 501(C)3 11 SIMPSON SENIOR SERVICES 1 SIMPSON GARDENS LP 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 412069202 ECONOMIC DEVELOPMENT OF LOW INCOME HOUSING PA SIMPSON SENIOR SERVICES 271350 3901912 0 1 1.00000 SIMPSON GARDENS HOUSING CORP 150 MONUMENT ROAD SUITE 105 BALA CYNWYD PA 19004 412069201 ECONOMIC DEVELOPMENT OF LOW INCOME HOUSING PA SIMPSON SENIOR SERVICES C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 SIMPSON HOUSE INC M 941327 FMV SIMPSON MEADOWS M 355363 FMV JENNER'S POND INC M 1059929 FMV SIMPSON GARDENS M 24385 FMV SIMPSON MID-TOWN M 22680 FMV