2012-03-12T09:50:02-07:00 2011-06-30 990 2010-07-01 222717623 MORNINGSTAR SENIOR LIVING INC MORN 6107461000 175 West North Street Nazareth PA 180641410 Susan Drabic 6107461000 2012-01-31 2010 2016-02-24 21:20:13Z Susan Drabic 175 West North Street Nazareth PA 180641410 25229687 0 X www.moravian.com X 1984 PA Morningstar Senior Living, Inc. honors the unique value of older adults by providing lifestyle choices, supportive services and security to enrich the journey of aging. Morningstar Senior Living, Inc. operates as a continuing care retirement community, under the authority of the Dept. of Insurance in the Commonwealth of Pennsylvania to provide continuing care housing and related health care services to persons age 62 and over. Community housing and services include residential living apartments, licensed nursing care beds, and licensed personal care beds. The community's skilled nursing beds are also certified by the Centers for Medicare and Medicaid to receive third party reimbursement for eligible program participants. 22 21 432 230 52858 0 336127 200383 17065938 17919622 204575 448164 68665 79701 17675305 18647870 0 0 0 0 9277877 9358550 0 0 81624 7971171 8602563 17249048 17961113 426257 686757 47938306 49696537 39035461 37806583 8902845 11889954 Morningstar Senior Living, Inc. honors the unique value of older adults by providing lifestyle choices, supportive services and security to enrich the journey of aging. Morningstar Senior Living, Inc. operates as a continuing care retirement community, under the authority of the Dept. of Insurance in the Commonwealth of Pennsylvania to provide continuing care housing and related health care services to persons age 62 and over. Community housing and services include residential living apartments, licensed nursing care beds, and licensed personal care beds. The community's skilled nursing beds are also certified by the Centers for Medicare and Medicaid to receive third party reimbursement for eligible program participants. 0 0 6029688 0 7710533 Nursing home care: Skilled nursing therapeutic services and medical supplies. (58 residents) 5258430 0 5472324 Senior residential facilities programs: Personal care units, including a specialized dementia unit providing a safe and supervised living environment for residents. (79 residents) 3891884 0 4736765 Senior residential facilities programs: Apartment residents purchase a continuing care contract giving them the financial security that their future healthcare needs will be met. (140 residents) 0 0 0 15180002 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 51 0 1 432 1 1 1 0 0 0 0 1 1 0 0 0 1 1 0 X 22 21 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X Susan Drabic 6107461000 175 West North St Nazareth PA 180641410 Neil Shook 1 X X 0 0 0 Karl Butz 1 X X 0 0 0 Cynthia Di Renzo 1 X X 0 0 0 Dr Alma Miles 1 X X 0 0 0 Rev David Bennett 1 X 0 0 0 James Chrin 1 X 0 0 0 Jan Christensen 1 X 0 0 0 Nancy Clark 1 X 0 0 0 Darrell Crook 1 X 0 0 0 Rev Dr Christian Eichorn 1 X 0 0 0 Deborah M Esposito 1 X 0 0 0 John Gardner 1 X 0 0 0 Casey Hoch 1 X 0 0 0 Margaret Krawiec 1 X 0 0 0 Dr Victor Lesky 1 X 0 0 0 Jo Marie Mariano 1 X 0 0 0 Dr James Martin 1 X 0 0 0 Rev Mary D Matz 1 X 0 0 0 Peter Miller 1 X 0 0 0 Father Joseph Tobias 1 X 0 0 0 Leonard Wallace 1 X 0 0 0 Ralph J Wanamaker Jr 1 X 0 0 0 Susan C Drabic 50 X 213523 0 11311 Christopher T Hunt 50 X 141854 0 21951 Pollyanna Franks 50 X 139207 0 17101 Monica Bustamante 50 X 116192 0 16319 610776 0 66682 4 0 1 0 R A W Corporation 2222 Sullivan Trail Easton PA 18040 Therapy 504293 Sodexo Operations LLC 10 Earhart Drive Williamsville NY 14221 Professional Food Mgmt 471061 Hanover Engineering Associates Inc 252 Broadhead Road Suite 100 Bethlehem PA 180178944 Engineering 148748 3 0 0 32790 0 0 167593 0 200383 Skilled Nursing Services 623000 7710533 7710533 0 0 Personal Care Services 623000 5472324 5472324 0 0 Apartment Services 623000 4736765 4736765 0 0 0 0 0 0 17919622 329354 0 0 329354 0 0 0 0 0 0 0 0 27396 0 3109 0 24287 0 24287 0 0 24287 6681714 0 6562904 0 118810 0 118810 0 0 118810 18360 32790 15804 2556 0 2556 0 0 0 0 0 0 0 0 0 0 0 0 Catering Services 722320 36417 0 36417 0 Maintenance Services 811000 16441 0 16441 0 0 0 0 0 52858 18647870 17919622 52858 475007 0 0 0 0 0 0 0 0 402502 0 402502 0 0 0 0 0 7325169 6292179 979370 53620 87532 82080 3526 1926 990585 804839 166518 19228 552762 462739 86580 3443 482465 474321 8144 0 43945 0 43945 0 69547 0 69547 0 0 0 0 0 0 0 63422 0 63422 0 684394 615922 68092 380 155800 0 155800 0 186526 45637 139015 1874 93551 0 93551 0 0 0 0 0 1192278 1192278 0 0 55947 38765 17182 0 0 0 0 0 69715 29856 39389 470 1323253 1323253 0 0 0 0 0 0 2089045 2047663 41382 0 130035 30385 99650 0 Food 804702 787553 17149 0 Supplies 382928 382442 486 0 Repairs and Maintenance 223836 223836 0 0 Pharmaceuticals 163298 163298 0 0 Recruitment 36058 17370 18688 0 351818 165586 185549 683 17961113 15180002 2699487 81624 3625757 3445725 0 0 1396 21396 804384 729110 0 0 0 0 0 0 0 0 1966997 1689913 54429113 26569864 28336627 27859249 13196827 15919474 0 31544 0 0 0 0 6318 126 47938306 49696537 2044946 2077384 0 0 9554241 8992384 25989959 25177219 0 0 0 0 0 0 0 0 1446315 1559596 39035461 37806583 X 8432986 11342245 277693 355543 192166 192166 8902845 11889954 47938306 49696537 X 686757 2300352 X 0 1 1 X 0 X 245754 367283 494354 336127 200383 1643901 14824777 15722135 16952283 17065938 17919622 82484755 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 15070531 16089418 17446637 17402065 18120005 84128656 189684 253499 330009 167341 44229 984762 946554 845022 1171843 1008247 1622901 5594567 1136238 1098521 1501852 1175588 1667130 6579329 77549327 860687 1050916 463094 345332 356750 3076779 0 0 0 0 0 0 860687 1050916 463094 345332 356750 3076779 0 0 0 0 0 0 0 0 0 0 0 0 15931218 17140334 17909731 17747397 18476755 87205435 0.88927 0.90176 0.03528 0.03683 X Part III Section A Line 3 - The amounts reported for prior years have been correctly revised. The changes to line 3 for prior years had minimal effect on the public support percentage on line 15 and on the investment income percentage on line 17 as reported in those years. Each year, line 15 remained greater than 33 1/3 %, and line 17 remained less than 33 1/3 %. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1121491 34346 269427 0 0 0 1425264 934431 47667 139393 0 0 0 1121491 992249 156752 -214570 0 0 0 934431 0.786 0.135 0.079 0 0 0 789249 789249 0 44436415 20679870 23756545 0 0 0 0 0 5416787 4341829 1074958 0 3786662 1548165 2238497 27859249 0 Refundable entrance fees 1381057 Entrance fee deposits 178539 1559596 18647870 17961113 686757 2300352 0 0 0 0 2300352 2987109 20906522 2300352 0 0 18913 2319265 18587257 63422 -2809 60613 18647870 17919413 0 0 2809 18913 21722 17897691 63422 0 63422 17961113 SchD_P05_S00_L04 Schedule D, Part V, Line 4 General Endowment is a perpetual fund that enables the Board of Directors of Morningstar Senior Living, Inc. to address campus preservation needs and to meet the ever-increasing costs of facility upkeep. Earnings may be used at the discretion of the Board of Directors for both capital and operating needs at Morningstar Senior Living, Inc. Good Samaritan endowment was established in 1989 to provide ongoing financial support to residents who spent down their financial resources in payment for health care. In May, 2011 the Board of Directors of the Community voted to merge the Kortz Hall Endowment into the General Endowment. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Community is a not-for-profit entity as described in Section 501(c)(3) of the Internal Revenue Code ("Code") and is exempt from federal income taxes on related income pursuant to Section 501(a) of the Code. The Community accounts for uncertainty in income taxes using a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Management determined that there were no tax uncertainties that meet the recognition threshold in 2011 and 2010. The Community's Return of Organization Exempt from Income Tax for the years ended June 30, 2010, 2009, and 2008 remain subject to examination by the Internal Revenue Service. SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Direct rental expenses Form 990 Part VIII Line 6b $3,109. Direct expenses of fundraising events Form 990 Part VIII Line 8b $15,804. SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Net realized losses on sale of investments $2,809. SchD_P13_S00_L02d Schedule D, Part XIII, Line 2d Direct rental expenses Form 990 Part VIII Line 6b $3,109. Direct expenses of fundraising events Form 990 Part VIII Line 8b $15,804. Harvest of Friends 25885 18025 7860 0 0 0 3229 200 1332 Golf outing 25265 14765 10500 0 8 10765 175 0 95 0 51150 32790 18360 0 8 10765 3404 200 1427 15804 2556 X X 0 0 0 0 0 0 0 1 0 Susan C Drabic 202225 0 4745 0 6553 0 1896 0 9415 0 224834 0 0 0 Christopher T Hunt 141799 0 0 0 55 0 1269 0 20681 0 163804 0 0 0 Pollyanna Franks 138811 0 0 0 396 0 1233 0 15869 0 156309 0 0 0 SchJ_P01_S00_L07 Schedule J, Part I, Line 7 As part of the annual performance review process of the President and CEO, the Executive Committee of the Board of Directors at its discretion may approve the payment of an annual bonus based on the overall performance of the President and CEO compared to the strategic and operating goals of the Community. The President and CEO, at her discretion may approve the payment of an annual bonus for certain members of the Community's management team based on the performance of those persons compared to individual goals. None meet filing thresholds None 0 None 0 F990_P00_S00_L0C Form 990, Header, Line C During the fiscal year ended June 30, 2011, the Board of Directors of Moravian Hall square of Nazareth, PA, Inc. approved the change of its corporate name to Morningstar Senior Living, Inc. The name change was approved by the Pennsylvania Corporations Bureau and the Pennsylvania Department of Insurance effective October 1, 2011. F990_P06_S0A_L03 Form 990, Part VI, Section A, Line 3 Morningstar Senior Living, Inc. uses a management company to manage the community's dining service functions. Dining service managers are employed by the management company and report directly to the President and Chief Executive Officer of Morningstar Senior Living, Inc. All other dining staff are employed by Morningstar Senior Living, Inc. F990_P06_S0B_L11a Form 990, Part VI, Section B, Line 11a The Form 990 and related schedules are prepared by in-house accounting staff and reviewed by the Chief Financial Officer and the President and Chief Executive Officer. The reviewed Form 990 and related schedules are presented to the Finance and Audit Review Committee of the Board of Directors for approval prior to filing. After approval by the Finance and Audit Review Committee and before filing, the Form 990 and related schedules are provided to the Board of Directors. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Annually, each Board member, officer, and key employee is given a copy of the Morningstar Senior Living, Inc. Conflict of Interest and Confidentiality Statement as well as related questionnaire to be completed and signed. The questionnaire requires each signer to list businesses, in which the signer or spouse is a member, employee, or owner with which Morningstar Senior Living, Inc. might reasonably enter into a transaction, as well as any other relationship or activity that might give rise to a conflict of interest. If a Board member has a significant financial interest in a transaction upon which action is to be taken or withheld by the Board, the Policy does not permit such Board member to vote on or use any personal influence regarding such matter. If any officer or key employee has a significant financial or other interest in a transaction, the President and Chief Executive Officer in conjunction with the Board must approve the transaction. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The compensation of the President and Chief Executive Officer is determined annually as a result of a performance review process chaired by the Chairperson of the Board of Directors. This process involves the Board's Executive Committee members (comprised of the officers of the Board; one additional board member appointed to this committee as an "at large" member; and the President of the Eastern District of the Moravian Church). The performance review process for the President and Chief Executive Officer focuses upon the achievement (or lack thereof) of agreed upon strategic and operating performance goals for Morningstar Senior Living, Inc. The compensation of the Chief Financial Officer and the other key employees is determined by a performance review/evaluation tool and scoring process (Leadership Development Plan) completed by the President and Chief Executive Officer. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Morningstar Senior Living, Inc. makes its governing documents, conflict of interest policy, and financial statements available to the public upon written request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Net unrealized gains on investments.