STAPELEY HALL: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- STAPELEY HALL (EIN 23-2145152)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-07-31
- IRS object ID
- 201342129349300909
- Schema version
- 2012v2.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-07-31T14:50:32-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 WEST GERMANTOWN PIKE SUITE 400 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232145152 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STAPELEY HALL | BusinessNameLine1 |
| Business Name Line2 | DBA WESLEY ENHANCED LIVING AT STAPELEY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | STAP | NameControl |
| Phone | 2153540565 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E COUNTY LINE ROAD - SUITE 200 | AddressLine1 |
| City | HATBORO | City |
| State | PA | State |
| ZIP Code | 19040 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEFF DUNKLE | Name |
| Title | CFO | Title |
| Phone | 2153540565 | Phone |
| Date Signed | 2013-07-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL SIEGEL | Name |
| PTIN | P01587323 | PTIN |
| Phone | 2156433900 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JEFF PETTY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E COUNTY LINE ROAD - SUITE 200 | AddressLine1 |
| City | HATBORO | City |
| State | PA | State |
| ZIP Code | 19040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 13969817 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WEL.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1980 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 3 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 0 | NbrIndependentVotingMembers |
| Total Nbr Employees | 338 | TotalNbrEmployees |
| Total Nbr Volunteers | 4 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 137548 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 223072 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6871075 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 13619701 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 0 | InvestmentIncomePriorYear |
| Investment Income Current Year | 83261 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 71056 | OtherRevenuePriorYear |
| Other Revenue Current Year | 43783 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7079679 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13969817 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 4408076 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8877530 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3664934 | OtherExpensePriorYear |
| Other Expenses Current Year | 5339887 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8073010 | TotalExpensesPriorYear |
| Total Expenses Current Year | 14217417 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -993331 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -247600 | RevenuesLessExpensesCY |
| Total Assets BOY | 37563104 | TotalAssetsBOY |
| Total Assets EOY | 29893230 | TotalAssetsEOY |
| Total Liabilities BOY | 29055377 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 21408999 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8507727 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 8484231 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE RESIDENTS, WITHOUT REGARD TO THEIR RELIGIOUS, ETHNIC, RACIAL OR ECONOMIC BACKGROUND, A HIGH QUALITY, MODERATELY-PRICED CONTINUUM OF RETIREMENT LIVING SETTINGS AND SERVICES STRONGLY INFLUENCED BY QUAKER PRINCIPLES OF SIMPLICITY AND ACCEPTANCE OF THE INTEGRITY OF EACH INDIVIDUAL. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 11407061 | Expense |
| Revenue | 13619701 | Revenue |
| Description | A CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS THROUGH THE OPERATION OF A FACILITY THAT INCLUDES 120 SKILLED NURSING BEDS, 67 PERSONAL CARE UNITS, AND 43 RESIDENTIAL CARE UNITS. | Description |
| Total Program Service Expense | 11407061 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 19 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 338 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 3 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 0 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF DUNKLE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2153540565 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 E COUNTY LINE ROAD SUITE 200 | AddressLine1 |
| City | HATBORO | City |
| State | PA | State |
| ZIP Code | 19040 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (3 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | FormerFormer |
|---|---|---|---|---|---|---|---|
| KEN FRANIAK | |||||||
| COO AND SECRETARY | 40.00 | X | X | 0 | 205791 | 18309 | |
| JEFF PETTY | |||||||
| PRESIDENT/CEO | 40.00 | X | X | 0 | 343586 | 18500 | |
| DAVID JOHNSON | |||||||
| FORMER EXECUTIVE DIRECTOR | 40.00 | 116212 | 0 | 9212 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 116212 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 549377 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 46021 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SYSCO | |||||
| PO BOX 6499 | PHILADELPHIA | PA | 19145 | FOOD PRODUCTS | 434315 |
| ROBINSON ROOFING SERVICES | |||||
| PO BOX 252 | ZIEGLERVILLE | PA | 19492 | CONTRACTOR | 248241 |
| MILLENIUM PHARMACY | |||||
| 1500 INDUSTRY ROAD SUITE A | HATFIELD | PA | 19440 | PHARMACY | 200797 |
| US SECURITY ASSOCIATES | |||||
| PO BOX 931703 | ATLANTA | GA | 31193 | SECURITY | 115907 |
| SHARPS LANDSCAPING | |||||
| 7911 N RADCLIFFE STREET | BRISTOL | PA | 19007 | LANDSCAPING | 106483 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 223072 | AllOtherContributions |
| Total Contributions | 223072 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE/MEDICAID | 623000 | 7406371 | 7406371 |
| RESIDENT CARE | 623000 | 3736680 | 3736680 |
| HEALTH CENTER | 623000 | 1833362 | 1833362 |
| ASSESSMENT REVENUE | 623000 | 404641 | 404641 |
| ENTRY FEE AMORTIZATION | 623000 | 238647 | 238647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 13619701 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 83261 | TotalRevenueColumn |
| Exclusion | $83,261 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER REVENUE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 43783 | TotalRevenueColumn |
| Exclusion | $43,783 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 43783 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13969817 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13619701 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $127,044 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 125424 | Total |
| Program Services | 125424 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7051983 | Total |
| Program Services | 6337681 | ProgramServices |
| Management And General | 714302 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 217670 | Total |
| Program Services | 193843 | ProgramServices |
| Management And General | 23827 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 868757 | Total |
| Program Services | 691699 | ProgramServices |
| Management And General | 177058 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 613696 | Total |
| Program Services | 484326 | ProgramServices |
| Management And General | 129370 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 875235 | Total |
| Management And General | 875235 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 141739 | Total |
| Management And General | 141739 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30000 | Total |
| Management And General | 30000 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 599060 | Total |
| Program Services | 562905 | ProgramServices |
| Management And General | 36155 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102808 | Total |
| Management And General | 102808 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 687679 | Total |
| Program Services | 583801 | ProgramServices |
| Management And General | 103878 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 525547 | Total |
| Program Services | 408225 | ProgramServices |
| Management And General | 117322 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16580 | Total |
| Program Services | 2097 | ProgramServices |
| Management And General | 14483 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 626309 | Total |
| Program Services | 501047 | ProgramServices |
| Management And General | 125262 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 794119 | Total |
| Program Services | 635295 | ProgramServices |
| Management And General | 158824 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53698 | Total |
| Management And General | 53698 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD | 570767 | 570603 | 164 |
| REPAIRS & MAINTENANCE | 208872 | 208872 | |
| BAD DEBT | 78755 | 78755 | |
| BARBER & BEAUTY | 19922 | 19922 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8797 | Total |
| Program Services | 2566 | ProgramServices |
| Management And General | 6231 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14217417 | Total |
| Program Services | 11407061 | ProgramServices |
| Management And General | 2810356 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000 | BOY |
| EOY | 2000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 510452 | BOY |
| EOY | 659063 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1348738 | BOY |
| EOY | 1468083 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69912 | BOY |
| EOY | 93681 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19191608 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2042518 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17180471 | BOY |
| EOY | 17149090 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5000267 | BOY |
| EOY | 5024729 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13451264 | BOY |
| EOY | 5496584 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37563104 | BOY |
| EOY | 29893230 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1560991 | BOY |
| EOY | 1497418 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 837018 | BOY |
| EOY | 601943 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25920545 | BOY |
| EOY | 18380080 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43862 | BOY |
| EOY | 28682 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 692961 | BOY |
| EOY | 900876 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29055377 | BOY |
| EOY | 21408999 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5253639 | BOY |
| EOY | 5041471 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81050 | BOY |
| EOY | 81050 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3173038 | BOY |
| EOY | 3361710 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8507727 | BOY |
| EOY | 8484231 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37563104 | BOY |
| EOY | 29893230 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -247600 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 17193 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 206911 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 217829 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 191669 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 344172 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 137548 | CurrentTaxYearMinus1Year |
| Current Tax Year | 223072 | CurrentTaxYear |
| Total | 1114290 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12449700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13982171 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13930793 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6871075 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13215060 | CurrentTaxYear |
| Total | 60448799 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23115 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12425 | CurrentTaxYearMinus3Years |
| Total | 35540 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12690644 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14186265 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 14274965 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7008623 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13438132 | CurrentTaxYear |
| Total | 61598629 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 91662 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 78295 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110154 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 74446 | CurrentTaxYearMinus1Year |
| Current Tax Year | 154813 | CurrentTaxYear |
| Total | 509370 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 91662 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 78295 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 110154 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 74446 | CurrentTaxYearMinus1Year |
| Current Tax Year | 154813 | CurrentTaxYear |
| Total | 509370 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 61089259 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 423771 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 198463 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 349907 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -13404 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83261 | CurrentTaxYear |
| Total | 1041998 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 423771 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 198463 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 349907 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | -13404 | CurrentTaxYearMinus1Year |
| Current Tax Year | 83261 | CurrentTaxYear |
| Total | 1041998 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29413 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13150 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 500052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 71056 | CurrentTaxYearMinus1Year |
| Current Tax Year | 448424 | CurrentTaxYear |
| Total | 1062095 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13143828 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14397878 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 15124924 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7066275 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13969817 | CurrentTaxYear |
| Total | 63702722 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95900 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96440 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01640 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02220 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 67801 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 2842 | InvestmentEarningsOrLosses |
| End Of Year Balance | 70643 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 99921 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -32120 | InvestmentEarningsOrLosses |
| End Of Year Balance | 67801 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 707932 | BeginningOfYearBalance |
| Other Expenditures | 608011 | OtherExpenditures |
| End Of Year Balance | 99921 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 514289 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 193643 | InvestmentEarningsOrLosses |
| End Of Year Balance | 707932 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 652870 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -138581 | InvestmentEarningsOrLosses |
| End Of Year Balance | 514289 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1100000 | OtherCostOrOtherBasis |
| Book Value | 1100000 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16724988 | OtherCostOrOtherBasis |
| Depreciation | 1406081 | Depreciation |
| Book Value | 15318907 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 863478 | OtherCostOrOtherBasis |
| Depreciation | 612519 | Depreciation |
| Book Value | 250959 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 503142 | OtherCostOrOtherBasis |
| Depreciation | 23918 | Depreciation |
| Book Value | 479224 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 17149090 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUST | 3378903 |
| DEBT SERVICE FUND | 384403 |
| INTEREST AND CAPITAL CAMPAIGN FUND | 458312 |
| DEFERRED FINANCING COSTS, NET | 1274966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 5496584 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PRIORITY LIST DEPOSIT | $10,000 |
| ANNUITIES PAYABLE | $19,291 |
| DUE TO AFFILIATES | $871,585 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 900876 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 14175682 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 17193 | NetUnrealizedGainsInvestments |
| Other Revenues | 188672 | OtherRevenues |
| Revenue Not Rptd F990 | 205865 | RevenueNotRptdF990 |
| Revenue Subtotal | 13969817 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13969817 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14199178 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -18239 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -18239 | ExpensesNotRptdF990 |
| Expenses Subtotal | 14217417 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 14217417 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | DEPOSITS MADE BY INDIVIDUALS ADMITTED TO AN PERSONAL CARE UNIT OR A SKILLED NURSING UNIT AT A WEL FACILITY. THESE DEPOSITS ARE GENERALLY ONE MONTH'S SERVICES FEES AT THE DAILY RATE WHICH DEPENDS ON THE REQUIRED LEVEL OF CARE. FOR RESIDENTS THAT ARE INITIALLY ADMITTED TO AN INDEPENDENT LIVING UNIT, UPON PERMANENT TRANSFER TO AN PERSONAL CARE UNIT OR A SKILLED NURSING UNIT, THE UNAMORTIZED PORTION OF THE INITIAL ENTRANCE FEE IS TRANSFERRED TO THE ESCROW DEPOSITS. | |
| PART X, LINE 2: | STAPELEY HAS BEEN RECOGNIZED AS EXEMPT ORGANIZATIONS AS DEFINED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE CODE. STAPELEY FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD, WHICH DIRECTS THE RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE IMPLEMENTATION OF THE INCOME TAX STANDARD HAD NO IMPACT ON STAPELEY'S FINANCIAL STATEMENTS. STAPELEY'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL AND STATE AUTHORITIES. STAPELEY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. STAPELEY 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 2009 TO 2011 ARE OPEN TO EXAMINATION BY FEDERAL AND STATE AUTHORITIES. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN CHARITABLE TRUST REMAINDER INTEREST 188,672. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| CHANGE IN ANNUITY VA -18,239. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (3 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KEN FRANIAK | ||||||||||||||
| COO AND SECRETARY | 0 | 196263 | 0 | 9528 | 0 | 0 | 0 | 15701 | 0 | 2608 | 0 | 224100 | 0 | 0 |
| JEFF PETTY | ||||||||||||||
| PRESIDENT/CEO | 0 | 313536 | 0 | 30050 | 0 | 0 | 0 | 12345 | 0 | 6155 | 0 | 362086 | 0 | 0 |
| DAVID JOHNSON | ||||||||||||||
| FORMER EXECUTIVE DIRECTOR | 108812 | 0 | 7400 | 0 | 0 | 0 | 5972 | 0 | 3240 | 0 | 125424 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | KEN FRANIAK RECEIVED $15,701 JEFF PETTY RECEIVED $12,345 DAVID JOHNSON $5,972 | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 232237287 | IssuerEIN |
| CUSIP Number | 717818Q27 | CUSIPNumber |
| Date Issued | 2005-09-08 | DateIssued |
| Issue Price | 10363863 | IssuePrice |
| Description Of Purpose | PLEASE SEE PART V. | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 6024863 | AmountRetired |
| Total Proceeds | 10363863 | TotalProceeds |
| Amount In Reserve Fund | 847533 | AmountInReserveFund |
| Refunding Escrow | 8304907 | RefundingEscrow |
| Issuance Costs From Proceeds | 207079 | IssuanceCostsFromProceeds |
| Capital Expenditures | 1004344 | CapitalExpenditures |
| Year Of Subst Completion | 2007 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 1 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 0 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 0 | NoRebateDue |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 1 | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K SUPPLENTAL INFORMATION | Identifier |
| Explanation | PART I, BOX F DESCRIPTION OF PURPOSE: [1] TO REFINANCE SERIES 1994 AND 1996 BONDS. [2] TO PAY THE COSTS OF MISCELLANEOUS ADDITIONAL RENOVATIONS CAPITAL IMPROVEMENTS AND ADDITIONS TO THE FACILITY. [3] TO FUND A DEBT SERVICE RESERVE FUND FOR THE SERIES 2005 BOND, AND [4] TO PAY THE COST OF ISSUANCE ASSOCIATED WITH THE SERIES 2005 BOND. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBER ORGANIZATION EVANGELICAL SERVICES FOR THE AGING IS SOLE MEMBER OF THE ORGANIZATION | |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOD, EXECUTIVE DIRECTORS,/PRESIDENT ARE ELECTED BY EVANGELICAL SERVICES FOR THE AGING, THE MEMBER CORPORATION. | |
| FORM 990, PART VI, SECTION A, LINE 7B | ACTIONS OF THE BOARD OF DIRECTORS IS VALID UPON WRITTEN APPROVAL OF THE SOLE MEMBER FOR THE ANNUAL BUDGET, INCURRING DEBTS, PURCHASE, SALE OR LEASE OF REAL PROPERTY, CONTRACTING WITH RESIDENTS, TRANSFER OF FUNDS/PROPERTY TO ANY CORPORATIONS OF WHICH EVANGELICAL AGING SERVICES FOR THE AGING IS THE SOLE MEMBER, OR ANY AMENDMENT TO THE ARTICLES OF INCORPORATIONS OR BYLAWS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | GOVERNING BODY REVIEW OF THE FORM 990 PRIOR TO ITS FILING, A COPY OF THE FINAL FORM 990 IS PROVIDED TO EACH VOTING MEMBER OF THE GOVERNING BOARD FOR REVIEW. | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND KEY STAFF ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY TO REVIEW DURING THE JANUARY BOARD MEETING. THE POLICY OUTLINES THE GUIDING PRINCIPALS OF THE POLICY AND DISCLOSURE REQUIREMENTS AND PROCEDURES FOR DEALING WITH CONFLICTS OF INTEREST. IN ADDITION, BOARD MEMBERS AND KEY STAFF ARE REQUIRED TO COMPLETE ANNUAL CONFLICTS OF INTEREST AND DISCLOSURE OF RELATED ACTIVITIES STATEMENTS. "RELATED" INDIVIDUALS SHALL NOT BE PLACED IN WEL THROUGH EMPLOYMENT, TRANSFER, OR PROMOTION WHEN SUCH PLACEMENT WILL RESULT IN ONE SUPERVISING ANOTHER AND/OR HAVING THE RESPONSIBILITY TO MAKE OR PARTICIPATE ACTIVELY IN MAKING DECISIONS REGARDING A "RELATED" EMPLOYEE'S EMPLOYMENT STATUS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION FOR THE CEO AND ITS DIRECT REPORTS IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION STUDIES ARE DONE PERIODICALLY BY AN OUTSIDE COMPENSATION CONSULTANT TO DETERMINE COMPENSATION, USING COMPARATIVE INDEPENDENT DATA. THE CEO IS THE ONLY EMPLOYEE WHO HAS AN EMPLOYMENT CONTRACT. FOR OTHER EMPLOYEES, COMPENSATION REVIEWS ARE COMPLETED INTERNALLY COMPARING COMPENSATION DATA AVAILABLE THROUGH PANPHA AND OTHER BENCHMARKS. THIS WAS LAST COMPLETED IN 2010. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND FORM 990 ARE PROVIDED UPON REQUEST. THEY ARE ALSO AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE. | |
| FORM 990, PART XI, LINE 9: | CHANGE IN ANNUITY VA 18,239. CHANGE IN CHARITABLE TRUST REMAINDER INTEREST 188,672. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE BOARD OF DIRECTORS OF EVANGELICAL SERVICES FOR THE AGING HAS A FINANCE COMMITTEE WHO ASSUMES RESPONSIBILITY FOR THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EVANGELICAL MANOR | |||||||||||
| C/O 101 E COUNTY LINE ROAD SUITE 20 | HATBORO | PA | 19040 | 230563550 | OPERATE A CCRC | PA | 501C(3) | 9 | EVANGELICAL SERVICES FOR THE AGING | 0 | |
| NEW HERITAGE TOWERS | |||||||||||
| C/O 101 E COUNTY LINE ROAD SUITE 20 | HATBORO | PA | 19040 | 232366563 | OPERATE A CCRC | PA | 501C(3) | 9 | EVANGELICAL SERVICES FOR THE AGING | 0 | |
| NORTH AMERICAN BAPTIST HOME FOR THE AGED | |||||||||||
| C/O 101 E COUNTY LINE ROAD SUITE 20 | HATBORO | PA | 19040 | 231401533 | OPERATE A CCRC | PA | 501C(3) | 9 | EVANGELICAL SERVICES FOR THE AGING | 0 | |
| MAPLE VILLAGE | |||||||||||
| C/O 101 E COUNTY LINE ROAD SUITE 20 | HATBORO | PA | 19040 | 232810902 | OPERATE A CCRC | PA | 501C(3) | 9 | EVANGELICAL SERVICES FOR THE AGING | 0 | |
| WESLEY ENHANCED LIVING AT CHESTNUT HILL MANOR | |||||||||||
| C/O 101 E COUNTY LINE ROAD SUITE 20 | HATBORO | PA | 19040 | 260760001 | OPERATE A CCRC | PA | 501C(3) | 9 | EVANGELICAL SERVICES FOR THE AGING | 0 | |
| EVANGELICAL SERVICES FOR THE AGING FOUNDATION | |||||||||||
| C/O 101 E COUNTY LINE ROAD SUITE 20 | HATBORO | PA | 19040 | 231971878 | FUNDRAISING ARM OF EVANGELICAL SERVICES FOR THE AGING | PA | 501C(3) | 11 | EVANGELICAL SERVICES FOR THE AGING | 0 | |
| EVANGELICAL SERVICES FOR THE AGING | |||||||||||
| C/O 101 E COUNTY LINE ROAD SUITE 20 | HATBORO | PA | 19040 | 232648022 | OPERATE A CCRC | PA | 501C(3) | 11 | 0 | N/A | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |