FOXDALE VILLAGE CORPORATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- FOXDALE VILLAGE CORPORATION (EIN 25-1542218)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-12-22
- IRS object ID
- 201413569349300011
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-12-22T08:40:48-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 8408 | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 176048408 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251542218 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOXDALE VILLAGE CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FOXD | BusinessNameControlTxt |
| Phone | 8142383322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MARYLYN AVENUE | AddressLine1 |
| City | STATE COLLEGE | City |
| State | PA | State |
| ZIP Code | 16801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COREY HAMILTON | PersonNm |
| Person Title | DIRECTOR OF FINANCIAL SERVICES | PersonTitleTxt |
| Phone | 8142383322 | PhoneNum |
| Signature | 2014-12-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK S ZETTLEMOYER CPA | PreparerPersonNm |
| PTIN | P01468750 | PTIN |
| Phone | 7173945666 | PhoneNum |
| Preparation | 2014-12-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | COREY HAMILTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MARYLYN AVENUE | AddressLine1 |
| City | STATE COLLEGE | City |
| State | PA | State |
| ZIP Code | 16801 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,359,741 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FOXDALEVILLAGE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | FOXDALE VILLAGE IS A NOT-FOR-PROFIT QUAKER-DIRECTED CONTINUING CARE RETIREMENT COMMUNITY. THROUGH COMMUNITY SERVICES AND PROGRAMS, FOXDALE PROVIDES FOR THE SOCIAL, SPIRTUAL, NUTRITIONAL, RESIDENTIAL, WELLNESS AND HEALTH CARE NEEDS OF OLDER PEOPLE AT A REASONABLE COST WHILE PROVIDING A SUPPORTIVE WORKING ENVIRONMENT FOR EMPLOYEES. OUR COMMUNITY IS BASED ON QUAKER VALUES AND QUAKER CONVICTION THAT ALL PEOPLE ARE TO BE TREATED WITH DIGNITY AND LOVING RESPECT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 286 | TotalEmployeeCnt |
| Total Volunteers | 100 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $133,862 | PYContributionsGrantsAmt |
| CY Contributions Grants | $81,803 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $14,020,653 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $17,076,906 | CYProgramServiceRevenueAmt |
| PY Investment Income | $636,070 | PYInvestmentIncomeAmt |
| CY Investment Income | $930,865 | CYInvestmentIncomeAmt |
| PY Other Revenue | $82,261 | PYOtherRevenueAmt |
| CY Other Revenue | $108,708 | CYOtherRevenueAmt |
| PY Total Revenue | $14,872,846 | PYTotalRevenueAmt |
| CY Total Revenue | $18,198,282 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $115,892 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $68,799 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,297,400 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,844,483 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $126,876 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,722,475 | PYOtherExpensesAmt |
| CY Other Expenses | $8,883,046 | CYOtherExpensesAmt |
| PY Total Expenses | $15,135,767 | PYTotalExpensesAmt |
| CY Total Expenses | $16,796,328 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$262,921 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,401,954 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $82,106,009 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,294,182 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $71,375,232 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $74,434,759 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,730,777 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,859,423 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOXDALE VILLAGE IS A NOT-FOR-PROFIT QUAKER DIRECTED CONTINUING CARE RETIREMENT COMMUNITY. THROUGH COMMUNITY SERVICES AND PROGRAMS, FOXDALE PROVIDES FOR THE SOCIAL, SPIRITUAL, NUTRITIONAL, RESIDENTIAL, WELLNESS AND HEALTH CARE NEEDS OF OLDER PEOPLE AT REASONABLE COST WHILE PROVIDING A SUPPORTIVE WORKING ENVIRONMENT FOR EMPLOYEES. OUR COMMUNITY IS BASED ON QUAKER VALUES AND QUAKER CONVICTION THAT ALL PEOPLE ARE TO BE TREATED WITH DIGNITY AND LOVING RESPECT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,874,445 | ExpenseAmt |
| Grant | $68,799 | GrantAmt |
| Revenue | $17,076,906 | RevenueAmt |
| Desc | ON THE CUSP OF OUR 25TH ANNIVERSARY YEAR AS A QUAKER DIRECTED CONTINUING CARE RETIREMENT COMMUNITY, FOXDALE VILLAGE CONTINUES TO ENABLE RESIDENTS TO MAINTAIN THE HIGHEST LEVELS OF INDEPENDENCE AND WELLNESS POSSIBLE. FOXDALE IS AN INTELLECTUALLY AND SOCIALLY VIBRANT COMMUNITY WHICH RESIDENTS HELP TO SHAPE AND FORM THROUGH THEIR ACTIVE SERVICE ON OVER 50 RESIDENT ASSOCIATION COMMITTEES. AS WELL WE PROVIDE A SAFE SECURE HOME AND HEALTHCARE AS APPROPRIATE TO THE CIRCUMSTANCES OF EACH INDIVIDUAL THAT WE SERVE. IN THE 2014 FISCAL YEAR, FOXDALE SERVED 367 RESIDENTS AND THEIR FAMILIES WHILE EMPLOYING A LITTLE OVER 100 FULL-TIME AND ANOTHER 100 PART TIME/CASUAL STAFF. THE MAJORITY OF FOXDALE RESIDENTS LIVE IN ON-CAMPUS APARTMENTS AND COTTAGE APARTMENTS, BUT CAN REST COMFORTABLY WITH THE KNOWLEDGE THAT PERSONAL CARE AND SKILLED NURSING FACILITIES ARE AVAILABLE SHOULD THEY ONE DAY REQUIRE THESE TYPES OF SUPPORT. FOXDALE HAS 205 APARTMENT/COTTAGE UNITS, 46 LICENSED SKILLED NURSING PRIVATE ROOMS AND 55 PRIVATE PERSONAL CARE ROOMS. THE $50 MILLION EXPANSION ENABLED FOXDALE TO PROVIDE TWO MEMORY SUPPORT NEIGHBORHOODS WHICH ARE HOME TO RESIDENTS LIVING WITH MODERATE TO SEVERE DEMENTIA. IN ADDITION, FOXDALE NOW ACCEPTS DIRECT ADMISSIONS INTO HEALTH CARE FOR SHORT OR LONG-TERM STAYS AND IS ABLE TO PROVIDE SHORT TERM REHABILITATION SERVICES TO ELDERS FROM THE BROADER COMMUNITY.THANKS TO THE EXEMPLARY EFFORTS OF OUR DEDICATED STAFF FOXDALE HAS A FIVE STAR (HEALTHCARE) RATING FROM CONTENT MANAGEMENT SYSTEM. IN 2013 FOXDALE WAS VOTED BEST RETIREMENT COMMUNITY BY READERS OF STATE COLLEGE MAGAZINE. TO ENSURE PROVISION OF ONGOING HIGH QUALITY SERVICE TO RESIDENTS FOXDALE PARTICIPATES IN VARIOUS QUALITY IMPROVEMENT PROGRAMS WITH ITS SISTER COMMUNITIES THROUGH THE PEACE CHURCH COMPLIANCE AND RISK MANAGEMENT PROGRAMS. FROM A FINANCIAL PERSPECTIVE, FOXDALE IS ON FIRM FOOTING. FOXDALE HAS MAINTAINED A POSITIVE INCREASE IN CASH FROM OPERATIONS AND INVESTMENTS DESPITE ISSUES IN THE GREATER ECONOMY. FOXDALE HAD 556 DAYS CASH ON HAND AS OF JUNE 30, 2014, EXCEEDING THE INDUSTRY-WIDE MEASURE OF 392 DAYS. THANKS TO PRUDENT FISCAL MANAGEMENT COUPLED WITH AN ONGOING COMMITMENT TO SOCIAL RESPONSIBLE INVESTING, FOXDALE WAS ABLE TO CONTINUE TO INVEST IN ONGOING INFRASTRUCTURE IMPROVEMENTS EVEN DURING ITS EXPANSION.FOXDALE WAS FOUNDED BY A GROUP OF STATE COLLEGE FRIENDS WHOSE GOAL WAS TO CREATE A COMMUNITY IN WHICH PEOPLE "WOULD CARE FOR ONE ANOTHER." THAT CARE EXTENDS TO CENTRE COUNTY AND BEYOND. FOXDALE PROVIDES MEETING AND EVENT SPACE AT NO COST TO MULTIPLE NONPROFIT ORGANIZATIONS, CONTRIBUTED OVER $17,000 TO LOCAL NONPROFITS IN FISCAL YEAR 2014, COLLABORATED WITH STATE COLLEGE AREA HIGH SCHOOL TO LAUNCH A NEW NURSE AID PROGRAM, HOSTED INTERGENERATIONAL PROGRAMS, AND PROVIDED LEARNING OPPORTUNITIES TO INTERNS AND OTHER ASPIRING HEALTH CARE PROFESSIONALS. STAFF MEMBERS ENTHUSIASTICALLY ENGAGE IN AN ARRAY OF VOLUNTEER AND PHILANTHROPIC ACTIVITIES SERVING ON COMMUNITY BOARDS AND SUPPORTING THE COMMUNITY IN OTHER WAYS. FOXDALE HAS MAINTAINED ITS COMMITMENT TO THE QUAKER PRINCIPLE OF STEWARDSHIP OF THE EARTH WHILE ENSURING SOUND FISCAL MANAGEMENT. AS A RESULT OF THE EXPANSION AND RENOVATION FOXDALE NOW HAS 2,900 LED LIGHT FIXTURES AND A NEW GEOTHERMAL SYSTEM THAT HEATS AND COOLS ALMOST 90,000 SQUARE FEET OF LIVING SPACE. AS WELL, THE POWER FOR ALL OF FOXDALE IS PROVIDED FROM WIND-POWER PROVIDERS. IN ADDITION, FOXDALE AND ITS RESIDENTS PARTICIPATE IN RECYCLING PROGRAMS THANKS IN PART TO RESIDENT MEMBERS OF THE FOXDALE WOODSHOP HAVING CONTRIBUTED 150 HOURS OF THEIR TIME TO CONSTRUCT CAMPUS RECYCLING UNITS.AS A 501(C)(3) FOXDALE RESIDENTS AND STAFF HAVE BENEFITTED GREATLY FROM PHILANTHROPY WHICH DONORS HAVE GENEROUSLY DIRECTED TO FOXDALE. THANKS TO COUNTLESS GIFTS GIVEN SINCE FOXDALE'S FOUNDING, RESIDENTS AND THEIR FAMILIES CAN REST ASSURED THAT CARE WILL CONTINUE SHOULD FINANCIAL CHALLENGES IMPEDE A RESIDENT'S ABILITY TO PAY THEIR MONTHLY FEES. IN FISCAL YEAR 2014 THE COMMUNITY FUND PROVIDED APPROXIMATELY $11,000 PER MONTH TO ASSIST RESIDENTS WHO FOUND IT A CHALLENGE TO PAY THEIR MONTHLY FEES. GENEROUS PHILANTHROPIC SUPPORT HAS ENABLED FOXDALE TO INSTALL AN OUTDOOR MEMORY GARDEN INTENTIONALLY DESIGNED TO PROVIDE A SAFE, YET BEAUTIFUL ENVIRONMENT SUPPORTING THE HIGHEST QUALITY OF LIFE POSSIBLE FOR ALL RESIDENTS INCLUDING THOSE LIVING WITH SIGNIFICANT FORMS OF DEMENTIA. STAFF SUPPORT INCLUDES AN EXCEPTIONAL BENEFITS PROGRAM. FUNDING FOR PROFESSIONAL DEVELOPMENT IS INCLUDED IN THE ANNUAL BUDGET AND MADE AVAILABLE VIA THE TRAINING AND TUITION REIMBURSEMENT FUND WHICH WAS ESTABLISHED BY ANONYMOUS DONORS. STAFF ALSO HAVE ACCESS TO WELLNESS PROGRAMS, EXERCISE EQUIPMENT, AND HEALTH SCREENINGS. PHILANTHROPIC SUPPORT DIRECTED TO THE GIVERS OF CARE FUND PROVIDES ACCESS TO NO-INTEREST LOANS TO STAFF FACING SHORT-TERM OR HOUSING NEEDS.FOXDALE'S NEIGHBORHOODS AND BEAUTIFUL GROUNDS, OPPORTUNITIES FOR INTELLECTUAL ENGAGEMENT, AND COMMITMENT TO SUSTAINABILITY ARE JUST A FEW OF THE REASONS RESIDENTS AND OTHERS HIGHLY RATE FOXDALE. AS FOXDALE MOVES TOWARD ITS 25TH ANNIVERSARY IN 2015 THE COMMUNITY CONTINUES TO BE THE VIBRANT, CARING COMMUNITY ITS FOUNDERS ENVISIONED. TO LEARN MORE ABOUT FOXDALE PLEASE VISIT WWW.FOXDALEVILLAGE.ORG. | Desc |
| Total Program Service Expenses | $12,874,445 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | 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 | 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 | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 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 | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 286 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COREY HAMILTON | PersonNm |
| Phone | 8142383322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 EAST MARYLYN AVENUE | AddressLine1 |
| City | STATE COLLEGE | City |
| State | PA | State |
| ZIP Code | 16801 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MR GLENDON BLUME | |||||||
| EXECUTIVE COMMITTEE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JAMES BRADLEY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR JOHN BUZZELL | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR SAMUEL FINDLEY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS LYNNE GRUTZECK | |||||||
| EXECUTIVE COMMITTEE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS BETH JOHNSTON | |||||||
| EXECUTIVE COMMITTEE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS LISA MARSHALL | |||||||
| EXECUTIVE COMMITTEE MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| MR PATRICK MORSE | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR GREGORY OLSEN | |||||||
| BOARD MEMBER (TERM EXPIRED 5/2014) | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS MARJORIE NELSON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR HERMAN RICHEY | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR ROBERT SCHRAUF | |||||||
| EXECUTIVE COMMITTEE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR RICHARD SHAW | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS ANN SIDONE | |||||||
| EXECUTIVE COMMITTEE MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MS MYRA SLETSON | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR MICHAEL SMYER | |||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MR RICHARD LYSLE | |||||||
| EXECUTIVE DIRECTOR | 40.00 | $182,751 | $0 | $9,386 | Yes (X) | ||
| MR COREY HAMILTON | |||||||
| DIRECTOR OF FINANCIAL SERVICES | 40.00 | $128,671 | $0 | $21,927 | Yes (X) | ||
| MS JOY BODNAR | |||||||
| DIRECTOR OF HEALTH SERVICES | 40.00 | $119,044 | $0 | $13,326 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $430,466 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $44,639 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO | |||||
| BOX 360170 | PITTSBURGH | PA | 15251 | FOOD SERVICES | $334,179 |
| REHABCARE GROUP INC | |||||
| PO BOX 503534 | ST LOUIS | MO | 63150 | REHAB SERVICES/THERAPIES | $298,417 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $81,803 | AllOtherContributionsAmt |
| Total Contributions | $81,803 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENT SERVICE REVENUE | 623000 | $17,069,006 | $17,069,006 |
| PROGRAM SERVICE REVENUE | 623000 | $7,900 | $7,900 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $17,076,906 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $285,694 | TotalRevenueColumnAmt |
| Exclusion | $285,694 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $29,157 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $25,052 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,105 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,105 | TotalRevenueColumnAmt |
| Exclusion | $4,105 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,781,578 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,002,198 | SecuritiesAmt |
| Other | $134,209 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $779,380 | SecuritiesAmt |
| Other | -$134,209 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $645,171 | TotalRevenueColumnAmt |
| Exclusion | $645,171 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| DINING REVENUE | 900099 | $44,956 | $44,956 |
| GUEST HOUSE REVENUE | 721000 | $25,275 | $25,275 |
| GIFT SHOP REVENUE | 453220 | $18,547 | $18,547 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,825 | TotalRevenueColumnAmt |
| Exclusion | $15,825 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $104,603 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,198,282 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,076,906 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,039,573 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,380 | TotalAmt |
| Program Services | $17,380 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,419 | TotalAmt |
| Program Services | $51,419 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,394 | TotalAmt |
| Program Services | $233,276 | ProgramServicesAmt |
| Management And General | $159,118 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,647,246 | TotalAmt |
| Program Services | $4,556,949 | ProgramServicesAmt |
| Management And General | $988,298 | ManagementAndGeneralAmt |
| Fundraising | $101,999 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,645 | TotalAmt |
| Program Services | $98,206 | ProgramServicesAmt |
| Management And General | $92,083 | ManagementAndGeneralAmt |
| Fundraising | $4,356 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,175,055 | TotalAmt |
| Program Services | $1,035,228 | ProgramServicesAmt |
| Management And General | $127,483 | ManagementAndGeneralAmt |
| Fundraising | $12,344 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,143 | TotalAmt |
| Program Services | $376,139 | ProgramServicesAmt |
| Management And General | $50,827 | ManagementAndGeneralAmt |
| Fundraising | $8,177 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,580 | TotalAmt |
| Management And General | $47,580 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,000 | TotalAmt |
| Management And General | $37,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $430,913 | TotalAmt |
| Program Services | $337,286 | ProgramServicesAmt |
| Management And General | $93,627 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,294 | TotalAmt |
| Management And General | $142,294 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,427 | TotalAmt |
| Program Services | $498,132 | ProgramServicesAmt |
| Management And General | $80,295 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,926 | TotalAmt |
| Program Services | $24,901 | ProgramServicesAmt |
| Management And General | $80,025 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,141,879 | TotalAmt |
| Program Services | $1,141,879 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,501 | TotalAmt |
| Program Services | $29,480 | ProgramServicesAmt |
| Management And General | $7,021 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,983 | TotalAmt |
| Program Services | $16,040 | ProgramServicesAmt |
| Management And General | $22,943 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,674,327 | TotalAmt |
| Management And General | $1,674,327 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,596,707 | TotalAmt |
| Program Services | $2,561,478 | ProgramServicesAmt |
| Management And General | $35,229 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,580 | TotalAmt |
| Program Services | $94,580 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD - PROGRAM | $635,917 | $627,791 | $8,126 |
| PHARMACY - PROGRAM | $369,711 | $369,711 | |
| THERAPIES - PROGRAM | $343,616 | $343,616 | |
| MEDICAL CARE & ACTIVITI | $273,386 | $273,386 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $336,299 | TotalAmt |
| Program Services | $187,568 | ProgramServicesAmt |
| Management And General | $148,731 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,796,328 | TotalAmt |
| Program Services | $12,874,445 | ProgramServicesAmt |
| Management And General | $3,795,007 | ManagementAndGeneralAmt |
| Fundraising | $126,876 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $898 | BOYAmt |
| EOY | $650 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,806,334 | BOYAmt |
| EOY | $1,128,408 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,319 | BOYAmt |
| EOY | $233,474 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,774,551 | BOYAmt |
| EOY | $753,079 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,681,452 | BOYAmt |
| EOY | $221,501 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $68,978,913 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,980,549 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,614,057 | BOYAmt |
| EOY | $56,998,364 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,924,772 | BOYAmt |
| EOY | $26,320,118 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,172,626 | BOYAmt |
| EOY | $2,638,588 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,106,009 | BOYAmt |
| EOY | $88,294,182 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $808,248 | BOYAmt |
| EOY | $1,506,641 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,930,153 | BOYAmt |
| EOY | $29,915,535 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,107,713 | BOYAmt |
| EOY | $42,781,583 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,118 | BOYAmt |
| EOY | $231,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $71,375,232 | BOYAmt |
| EOY | $74,434,759 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,481,882 | BOYAmt |
| EOY | $8,164,079 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,077,023 | BOYAmt |
| EOY | $5,510,969 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,872 | BOYAmt |
| EOY | $184,375 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,730,777 | BOYAmt |
| EOY | $13,859,423 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,106,009 | BOYAmt |
| EOY | $88,294,182 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,401,954 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,764,819 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$50,000 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $11,873 | 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 | $360,345 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,539,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,268,900 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $133,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $81,803 | CurrentTaxYearAmt |
| Total | $3,384,428 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,331,478 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,338,819 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,244,196 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,020,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,076,906 | CurrentTaxYearAmt |
| Total | $64,012,052 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,691,823 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,878,337 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,513,096 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,154,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,158,709 | CurrentTaxYearAmt |
| Total | $67,396,480 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $67,396,480 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $233,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,061 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $264,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,851 | CurrentTaxYearAmt |
| Total | $1,258,031 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $181,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $233,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $264,061 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $264,057 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $314,851 | CurrentTaxYearAmt |
| Total | $1,258,031 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,718 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,417 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $55,483 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $76,334 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $104,603 | CurrentTaxYearAmt |
| Total | $335,555 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,902,689 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,181,668 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,832,640 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $14,494,906 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,578,163 | CurrentTaxYearAmt |
| Total | $68,990,066 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.97690 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97790 | PublicSupportPY509Pct |
| Investment Income CY | 0.01820 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01790 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $942,828 | OtherCostOrOtherBasisAmt |
| Book Value | $942,828 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $62,843,933 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,190,081 | DepreciationAmt |
| Book Value | $52,653,852 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,083,460 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,790,468 | DepreciationAmt |
| Book Value | $3,292,992 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $108,692 | OtherCostOrOtherBasisAmt |
| Book Value | $108,692 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $56,998,364 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE DEPOSITS | Desc |
| Amt | $231,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $231,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $20,134,864 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,764,819 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $12,502 | OtherRevenueAmt |
| Revenue Not Reported | $1,777,321 | RevenueNotReportedAmt |
| Revenue Subtotal | $18,357,543 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$159,261 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$159,261 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $18,198,282 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,955,589 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $159,261 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $159,261 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,796,328 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,796,328 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE CORPORATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAX AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MEET. MANAGEMENT HAS DETERMINED THT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2014 AND 2013. THE CORPORATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS SUBSEQUENT TO 2011 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF BENEFICIAL INTEREST PERPETUAL TRUST 12,502. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSE -25,052. LOSS ON DISPOSAL OF PROPERTY -134,209. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 25,052. LOSS ON DISPOSAL OF PROPERTY 134,209. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SCHOLARSHIPS | 14 | $51,419 | CASH | N/A |
| N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ELIGIBILITY: FULL AND PART-TIME EMPLOYEES IN GOOD STANDING WHO HAVE BEEN EMPLOYED BY THE ORGANIZATION FOR ONE YEAR OR MORE ARE ELIGIBLE FOR THE PROGRAM. EMPLOYEES MUST REMAIN EMPLOYED PART-TIME OR FULL-TIME THROUGH THE DURATION OF THE PROGRAM AND MUST REMAIN IN GOOD STANDING WITH THE ORGANIZATION. THIS IS MONITORED THROUGH THE HUMAN RESOURCES DEPARTMENT. SELECTION: EMPLOYEES WISHING TO ACCESS THE FUND, COMPLETE AN APPLICATION WHICH DESCRIBES THE COURSE AND THE BENEFIT TO FOXDALE FOR THE EMPLOYEE TO COMPLETE THE COURSE OR PROGRAM. THE PARTICIPATION IN THE TUITION AND TRAINING REIMBURSEMENT PROGRAM IS APPROVED BY BOTH THE EMPLOYEE'S SUPERVISOR AND THE HUMAN RESOURCES DEPARTMENT. COURSES OF STUDY MUST BE DIRECTLY APPLICABLE TO CURRENT EMPLOYMENT OR FUTURE OPPORTUNITIES AT FOXDALE VILLAGE. AMOUNT OF SCHOLARSHIP: SCHOLARSHIPS ARE MAINTAINED IN A SPREADSHEET IN THE HUMAN RESOURCES OFFICE. PAPER COPIES OF ALL PAYMENTS ARE HELD IN THE HUMAN RESOURCES DEPARTMENT FILED BY PARTICIPANT IN THE PROGRAM, AND A DUPLICATE COPY IS HELD IN THE ACCOUNTS PAYABLE DEPARTMENT FILED BY THE RECIPIENT OF THE CHECK. THE TOTAL AMOUNT OF A SCHOLARSHIP MAY BE UPTO $10,000 IN ANY CALENDAR YEAR. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MR RICHARD LYSLE | ||||||||||||||
| EXECUTIVE DIRECTOR | $182,751 | $0 | $0 | $0 | $0 | $0 | $661 | $0 | $8,725 | $0 | $192,137 | $0 | $0 | $0 |
| MR COREY HAMILTON | ||||||||||||||
| DIRECTOR OF FINANCIAL SERVICES | $128,671 | $0 | $0 | $0 | $0 | $0 | $5,462 | $0 | $16,465 | $0 | $150,598 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|
| CENTRE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| A | 202121974 | 2010-10-14 | $30,000,000 | NEW CONSTRUCTION AND CAMPUS RENOVATIONS | 0 | 0 | 0 |
| CENTRE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| B | 202121974 | 2011-07-27 | $9,640,000 | NEW CONSTRUCTION AND CAMPUS RENOVATIONS | 0 | 0 | 0 |
| CENTRE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | |||||||
| C | 202121974 | 2012-02-09 | $9,335,590 | NEW CONSTRUCTION AND CAMPUS RENOVATIONS | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capitalized InterestCapitalizedInterestAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,701,184 | $30,000,000 | $609,006 | $329,373 | $27,982,386 | $1,079,235 | 2013 | 0 | 0 | 0 | Yes (1) |
| B | $860,744 | $9,640,000 | $169,823 | $140,234 | $8,983,143 | $346,800 | 2013 | 0 | 0 | 0 | Yes (1) |
| C | $2,632,079 | $9,335,590 | $29,794 | $139,969 | $8,770,896 | $394,931 | 2013 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 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) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|
| A | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| B | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
| C | Yes (1) | Yes (1) | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART IV, LINE 7: | FormAndLineReferenceDesc |
| Explanation | FOXDALE VILLAGE DOES NOT HAVE A DEBT SERVICE RESERVE FUND ASSOCIATED WITH ANY OF THE THREE OUTSTANDING DEBT ISSUES. AS SUCH, FOXDALE VILLAGE DOES NOT HOLD FUNDS TO WHICH THE REQUIREMENTS OF SECTION 148 PERTAINS. SUCH PROVISIONS FOR THE ACCOUNTING OF SECTION 148 WILL BE PUT INTO PLACE IF THE FINANCING STRUCTURE OF FOXDALE VILLAGE CHANGES AND SUCH REQUIREMENTS APPLY. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MYRA SLETSON | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER | RelationshipDescriptionTxt |
| Transaction | $15,758,388 | TransactionAmt |
| Transaction | MYRA SLETSON IS A CREDIT OFFICER WITH NORTHWEST SAVINGS BANK. NORTHWEST SERVES AS THE LEAD BANK IN FOXDALE'S FINANCING PACKAGE. IN THE 2013-14 FINANCIAL YEAR, FOXDALE BORROWED AN ADDITIONAL $7,877,877 FROM NORTHWEST SAVINGS BANK, REPAID PRINCIPAL OF $6,204,007 AND PAID INTEREST EXPENSE OF $1,676,504. MYRA HAS BEEN EXCUSED FROM ANY AND ALL MEETINGS RELATING TO THE FINANCING IN AN EFFORT TO MAINTAIN PROPER INDEPENDENCE FROM FINANCING DECISIONS. FOXDALE ALSO USES AN EXTERNAL CONSULTANT FOR EVALUATING THE FINANCING PACKAGE AND ANY SUBSEQUENT CHANGES. THIS IS TO ENSURE THAT THE STRUCTURE, INTEREST RATE, AND FEES ARE RELATED TO THE FINANCING ARE IN THE BEST INTEREST OF FOXDALE VILLAGE. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE INFORMATION USED IN THE 990 WAS PREPARED PRIMARILY BY THE DIRECTOR OF FINANCIAL SERVICES WHO PROVIDED THIS INFORMATION TO THE AUDITING FIRM REINSEL KUNTZ LESHER. REINSEL KUNTZ LESHER PREPARED THE 990 AND SUBMITTED IT BACK TO THE FINANCE AND PROPERTY COMMITTEE FOR REVIEW AT THEIR COMMITTEE MEETING. THE COMMITTEE THEN FORWARDED THE DOCUMENT TO THE BOARD OF TRUSTEES FOR THEIR REVIEW AT WHICH TIME IT WAS APPROVED. AFTER APPROVAL, REINSEL KUNTZ LESHER SUBMITTED THE 990 TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND KEY EMPLOYEES MUST SUBMIT A CONFLICT OF INTEREST STATEMENT AND THESE STATEMENTS ARE REVIEWED BY EACH BOARD MEMBER AT THE BOARD MEETING. INDIVIDUAL BOARD MEMBERS ARE ENCOURAGED TO ASK QUESTIONS REGARDING ANYONE WITH A CONFLICT AT THAT MEETING AND THE BOARD WOULD DECIDE IF THEY FEEL THE CONFLICT IS LARGE ENOUGH TO REQUIRE ACTION. NO CONFLICTS EXISTED WITH THE EXCEPTION OF THAT OF MYRA SLETSON AS DESCRIBED IN ON SCHEDULE L, TRANSACTION WITH INTERESTED PERSONS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE SALARY FOR THE EXECUTIVE DIRECTOR. THE PRIMARY TOOL FOR COMPARITIVE PURPOSES ARE SALARY SURVEYS. ALL OTHER EMPLOYEE COMPENSATION RATES ARE ESTABLISHED BY THE EXECUTIVE DIRECTOR AND THE DIRECTOR OF HUMAN RESOURCES. THEY ALSO USE SALARY SURVERYS FOR ESTABLISHING COMPENSATION RATES AS WELL AS COMPARITIVE DATA FROM LOCAL SOURCES TO ENSURE COMPENSATION DOES NOT EXCEED FAIR MARKET VALUE. THE REVIEW AND APPROVAL PROCESS IS DOCUMENTED. |
| FORM 990, PART VI, SECTION C, LINE 19 | CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE BY REQUEST FROM THE ADMINISTRATION OF FOXDALE VILLAGE. BOARD MEETING SUMMARIES ARE MADE AVAILABLE TO THE PUBLIC IN THE FOXDALE VILLAGE LIBRARY AND POSTED ON THE RESIDENT BULLETIN BOARD FOLLOWING THE MEETINGS. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 12,502. OTHER CHANGE IN NET ASSETS -629. |