2012-08-02T06:42:00-05:00 2011-12-31 232932984 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2011-01-01 521761391 KESWICK PINES INC KESW 7328490400 509 ROUTE 530 WHITING NJ 08759 WILLIAM A JANSON 7328490400 2012-07-31 1 JULIUS GREEN CPA P00350393 2159720701 2011 2016-02-24 21:20:13Z THE PINES AT WHITING WILLIAM A JANSON 509 ROUTE 530 WHITING NJ 08759 26182754 0 X WWW.THEPINESATWHITING.ORG X 1989 NJ SERVES THE ELDERLY THROUGH APARTMENT LVING, ASSISTED LIVING AND NURSING HOME CARE. 12 12 334 182 0 0 173475 108384 16386875 16358083 455284 -1857649 510384 513525 17526018 15122343 19310 24775 0 0 7684316 8001702 0 0 20969 8629191 7962005 16332817 15988482 1193201 -866139 39446020 35282194 44838730 41619194 -5392710 -6337000 X GUIDED BY CHRISTIAN PRINCIPLES, THE PINES SEEKS TO BUILD A CARING AND RESPECTFUL COMMUNITY OF TRUSTEES, RESIDENTS, AND STAFF THAT SERVES THE PHYSICAL, SOCIAL, EMOTIONAL AND SPIRITUAL NEEDS OF SENIOR ADULTS THROUGH RESIDENTIAL LIVING AND HEALTH CARE. 0 0 14588791 24775 16507674 THE PINES AT WHITING OFFERS INDEPENDENT LIVING APARTMENTS WITH 24 HOUR EMERGENCY CALL SERVICE AND HOME CARE SUPPORTIVE SERVICES AS WELL AS HEALTH CARE SERVICES INCLUDING: ASSISTED LIVING, MEMORY SUPPORT, SKILLED NURSING/REHABILITATION AND LONG TERM CARE PROGRAMS.DURING 2011, THE PINES MADE A SUBSTANTIAL EFFORT TO SUPPORT THE GREATER WHITING AREA COMMUNITY BY OFFERING APPROXIMATELY 50 COMMUNITY EVENTS. THESE ACTIVITIES RANGED FROM: OFFERING A VARIETY OF LECTURES ON AGING, MAINTAINING PHYSICAL WELL-BEING, MANAGING PARKINSON'S DISEASE AND MACULAR DEGENERATION BOTH ON-SITE AND AS PART OF A COMMUNITY LIBRARY PROGRAM.THE ACTIVITIES DIRECTOR ALSO SPOKE TO THE GIRLS SCOUTS.THE ORGANIZATION HOSTED MANY EVENTS INCLUDING: INTERGENERATIONAL CONCERTS WITH THE HIGH SCHOOL CHORUS; SPECIAL CULTURAL EVENTS FOR THE LOCAL ELEMENTARY SCHOOL; THE GARDEN CLUB; CAMERA CLUB; LOW VISION GROUP; CAREGIVER'S OF WHITING; THE LOCAL CLERGY GROUP; A PUMPKIN DECORATING CONTEST AND TWO RED CROSS BLOOD DRIVES. THE PINES ALSO RAISED FUNDS FOR: FOOD DONATIONS FOR SEVERAL LOCAL FOOD BANKS; ALZHEIMER'S MEMORY WALK; AND COLLEGE SCHOLARSHIPS FOR LOCAL STUDENTS. DONATIONS WERE MADE TO: AMERICA'S KESWICK, THE POLICE, FIRE FIGHTERS, AND CAREGIVERS VOLUNTEERS.AS A PROVIDER OF HEALTH CARE SERVICES IN OCEAN COUNTY, THE PINES OFFERED AN EDUCATIONAL SEMINAR FOR SOCIAL WORKERS AND PROFESSIONALS ON END-OF-CARE LIFE. THE PINES ALSO DEVELOPED THE FESTIVAL OF SIGHT FOR LOW VISION SENIORS AND HOSTED A MEETING FOR REGIONAL ACTIVITY DIRECTORS.THE CEO AND THE PINES RECEIVED A SPECIAL AWARD FOR SERVICE TO OCEAN COUNTY SENIORS FROM CAREGIVERS VOLUNTEERS.IN 2009, THE ORGANIZATION ACQUIRED PROPERTY TO ESTABLISH A SECOND CONTINUING CARE RETIREMENT COMMUNITY IN ROBBINSVILLE, NJ, WITH AN OBJECTIVE TO SERVE A MORE MIDDLE CLASS MARKET AT A LOWER COST. DUE TO SLOW ECONOMIC CONDITIONS, THERE WERE NOT ENOUGH PRE-SALES TO PURSUE THIS COMMUNITY AND THE PROJECT WAS TERMINATED IN NOVEMEBER, 2011.OVERALL, THE PINES PROGRAM TO SERVE OTHERS BENEFITTED MORE THAN 2,000 SENIORS, COMMUNITY MEMBERS AND STUDENTS BY SUPPORTING THEIR TALENTS, GIVING INFORMATION TO IMPROVE THE QUALITY OF LIFE AND HELPING PEOPLE TO BETTER UNDERSTAND AND APPRECIATE SENIOR ADULTS. 14588791 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 22 0 1 334 1 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 0 1 1 0 NJ X GEORGINA BAVAIS CFO 7328490400 509 ROUTE 530 WHITING NJ 08759 JAY B KATZ 2.00 X X 0 0 0 MARK KOLCHIN 2.00 X X 0 0 0 DOUGLAS J BAUERBAND 2.00 X X 0 0 0 LOUANNE KANE 2.00 X X 0 0 0 ALAN R DINKFELT 2.00 X 0 0 0 NEIL ERIKSEN 2.00 X 0 0 0 JOHN R HOLLAND 2.00 X 0 0 0 JOHN ROSE 2.00 X 0 0 0 CHARITY ROSZEL 2.00 X 0 0 0 BILL WELTE 2.00 X 0 0 0 REV WILLIAM COOK 2.00 X 0 0 0 KIRBY NICKERSON 2.00 X 0 0 0 WILLIAM JANSON 40.00 X 230328 0 37903 GEORGINA BAVAIS 40.00 X 124595 0 26545 PATRICIA POLCHAK 40.00 X 116490 0 21381 ADRIANNE SOBOCINSKI 40.00 X 102925 0 22432 574338 0 108261 4 0 1 0 SODEXHO OPERATIONS PO BOX 81049 WOBURN MA 018131049 FOOD SERVICE 1320462 HAMLYN SENIOR MARKETING LLC 1415 ROUTE 70 EAST SUITE 309 CHERRY HILL NJ 08034 TELEMARKETING & DIRECT MAIL 570072 US FOODSERVICE INC PO BOX 33101 NEWARK NJ 07188 FOOD SUPPLIER 327486 J & L CARPET AND LINOLEUM INC 2 STATION ROAD WHITING NJ 08759 FLOORING 176466 MANCHESTER WINDOW AND DOOR 1981 BROOKLYN AVENUE WHITING NJ 08759 CONTRACTOR 137230 10 108384 77056 108384 RESIDENT SERVICES REVE 623000 16270980 16270980 PERSONAL CARE REVENUE 623000 48363 48363 NURSING CARE REVENUE 623000 38740 38740 16358083 331612 331612 5341 9619 -4278 -4278 -4278 8861531 8809074 2241718 52457 -2241718 -2189261 -2189261 RESDNT MEALS/DELIVERY 812900 119141 119141 BARBER & BEAUTY 812900 91795 91795 CABLE TV 515100 91323 91323 215544 30450 185094 517803 15122343 16507674 0 -1493715 8275 8275 16500 16500 419371 272591 125811 20969 6070382 5569766 500616 64763 50046 14717 902993 790032 112961 544193 477215 66978 74465 74465 20894 20894 45948 45948 811 811 30879 30879 534943 377889 157054 90261 15044 75217 808940 647028 161912 10689 4364 6325 3089892 3089892 20289 19145 1144 1782722 1782722 44834 44834 FOOD EXPENSE 945586 934953 10633 REPAIRS AND MAINTENANCE 239480 227260 12220 BOARD DIRECTED FUND EXP 146505 144420 2085 DUES & SUBSCRIPTIONS 22395 2810 19585 52472 39540 12932 15988482 14588791 1378722 20969 1365 1365 1276872 1083218 400076 337434 212985 154500 239175 404357 47415791 26415921 23655910 20999870 13001427 11753702 658210 547748 39446020 35282194 2047130 1558896 13341653 11963807 26365000 25085000 3084947 3011491 44838730 41619194 X -5420776 -6365827 28066 28827 -5392710 -6337000 39446020 35282194 X -866139 -78151 X X 0 1 1 X 0 X 157769 24114 143349 173475 108384 607091 15630431 16146322 16448865 16897260 16875886 81998764 15788200 16170436 16592214 17070735 16984270 82605855 0 0 0 82605855 555189 472994 425376 380428 336953 2170940 555189 472994 425376 380428 336953 2170940 16343389 16643430 17017590 17451163 17321223 84776795 0.97440 0.97170 0.02560 0.02830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 811 811 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: THE ORGANIZATION PAYS DUES TO LEADINGAGE, NEW JERSEY. A PERCENTAGE OF THOSE DUES ARE USED BY LEADINGAGE, NEW JERSEY FOR LOBBYING PURPOSES. THE AMOUNT OF LOBBYING EXPENSES REPORTED ARE THE PERCENTAGE OF THE ORGANIZATION'S DUES USED BY LEADINGAGE, NJ FOR LOBBYING. 1 1 2748541 2748541 36628106 24979324 11648782 7805169 1335192 6469977 233975 101405 132570 20999870 ADMISSION FEE DEPOSITS 131020 RESIDENT SECURITY DEPOSITS 420780 REFUNDABLE ADMISSION FEES 2330707 CHARITABLE GIFT ANNUITIES 128984 3011491 15122343 15988482 -866139 -127082 48931 -78151 -944290 14974001 -127082 9619 -117463 15091464 30879 30879 15122343 15918291 -39312 -39312 15957603 30879 30879 15988482 EXPLANATION OF EASEMENTS ENFORCEMENT POLICIES: PART II, LINE 5: THE DEPARTMENT OF ENVIRONMENTAL PROTECTION IS TO PROVIDE SIGNAGE ACCOMPANIED BY A LISTING OF APPROVED USES OF THE SITE AND ANY RESTRICTIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: KESWICK ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A 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 IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD. KESWICK'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR YEARS ENDED DECEMBER 31, 2010, 2009 AND 2008 REMAIN SUBJECT TO EXAMINATION BY THE IRS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF CHARITABLE ANNUITY 48,931. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 9,619. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSE 9,619. CHANGE IN VALUE OF CHARITABLE ANNUITY -48,931. 0 X EMPLOYEE SCHOLARSHIPS 11 16500 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION DOES NOT MAINTAIN SUCH RECORDS AS IT ONLY PROVIDES SMALL DONATIONS TO OTHER CHARITABLE ORGANIZATIONS. PART I, LINE 2, INDIVIDUAL SCHOLARSHIPS: THE SCHOLARSHIP APPLICANT MUST HAVE BEEN EMPLOYED AT THE PINES AT WHITING AS A PART-TIME EMPLOYEE FOR AT LEAST ONE YEAR AND WORKED AT LEAST 300 HOURS PER YEAR. HOURS ARE BASED ON FISCAL YEAR MAY 1ST- APRIL 1ST. THE APPLICANT MUST PRESENT A LETTER OF ACCEPTANCE FROM EITHER A COLLEGE OR SPECIALTY SCHOOL AT THE TIME OF APPLICATION. THE APPLICANT MUST SUPPLY TWO LETTERS OF REFERENCE: ONE FROM SCHOOL (GUIDANCE COUNSELOR, TEACHER, COACH, ETC.) AND THE SECOND MUST COME FROM AN INDIVIDUAL UNRELATED TO SCHOOL OR FAMILY. IN ADDITION, EACH APPLICATION IS CAREFULLY REVIEWED BY THE STUDENT'S DIRECT SUPERVISOR. THE SUPERVISOR IS TO EXAMINE SPECIFIC CRITERIA SUCH AS SAFETY AND JOB PERFORMANCE. THE SUPERVISOR WILL INCLUDE HIS/HER RELATED REMARKS, SIGN THE APPLICATION, AND FORWARD THE APPLICATION IN ITS ENTIRETY TO THE SCHOLARSHIP COMMITTEE. APPLICANTS ALREADY IN COLLEGE, WHETHER APPLYING FOR THE FIRST TIME OR FOR RENEWAL OF THE SCHOLARSHIP, MUST PRESENT A TRANSCRIPT OF FULL TIME (12 OR MORE CREDITS) OF COLLEGE GRADES. THE APPLICANT WILL THEN NOT BE REQUIRED TO SUBMIT A LETTER OF ACCEPTANCE AND 2 LETTERS OF REFERENCE. HOWEVER, BOTH FIRST TIME APPLICANTS AND APPLICANT RENEWALS WILL BE ASKED ABOUT THEIR LEVEL OF PARTICIPATION BOTH IN THEIR SCHOOL AND THEIR COMMUNITY. X 1 0 X X 0 0 0 0 0 1 0 0 0 WILLIAM JANSON 184453 0 39875 0 6000 0 17000 0 20903 0 268231 0 0 0 GEORGINA BAVAIS 118595 0 6000 0 0 0 3978 0 22567 0 151140 0 0 0 PART I, LINE 1A THE BOARD APPROVED A "DEFERRED COMPENSATION BONUS" FOR WILLIAM JANSON, CEO. THE BENEFIT WAS INCLUDED IN TAXABLE COMPENSATION FOR THE CURRENT YEAR. PART I, LINE 6 IF THE ORGANIZATION SURPASSES THE NET EARNINGS BUDGETED, STAFF MEMBERS ARE REWARDED WITH A BONUS. THE BONUSES ARE ACCRUED FOR. X REFUNDABLE FEE DONATION 4 73231 PERCENTAGE OF ENTRANCE FEE PAID X CHARITABLE GIFT ANNUITY 1 3825 AS PRESCRIBED BY IRS USING SEC 7520 RATES 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE BOARD OF DIRECTORS, BY RESOLUTION ADOPTED BY A MAJORITY OF THE DIRECTORS THEN IN OFFICE, MAY DESIGNATE AN EXECUTIVE COMMITTEE COMPRISED OF THE CHAIRPERSON, VICE CHAIRPERSON, SECRETARY, TREASURER AND AN ADDITIONAL MEMBER OF THE BOARD OF DIRECTORS SELECTED BY THE CURRENT MEMBERS OF THE BOARD OF DIRECTORS IN MANAGEMENT OF THE CORPORATION; PROVIDED, THE EXECUTIVE COMMITTEE SHALL NOT HAVE THE AUTHORITY OF THE BOARD OF DIRECTORS IN REFERENCE TO (A) AMENDING, ALTERING, OR REPEALING THE BYLAWS; (B) ELECTING, APPOINTING OR REMOVING ANY MEMBER OF THE EXECUTIVE COMMITTEE OR ANY DIRECTOR OR OFFICER OF THE CORPORATION; (C) AMENDING THE ARTICLES OF INCORPORATION; (D) ADOPTING A PLAN OF MERGER OR ADOPTING A PLAN OF CONSOLIDATION WITH ANOTHER CORPORATION; (E) AUTHORIZING THE SALE, LEASE, EXCHANGE OR MORTGAGE OF ALL OR SUBSTANTIALLY ALL OF THE PROPERTY AND ASSETS OF THE CORPORATION; (F) AUTHORIZING THE VOLUNTARY DISSOLUTION OF THE CORPORATION OR REVOKING PROCEEDINGS THEREFOR; (G)ADOPTING A PLAN FOR THE DISTRIBUTION OF THE ASSETS OF THE CORPORATION; (H)AMENDING, ALTERING, OR REPEALING ANY RESOLUTION OF THE BOARD OF DIRECTORS TO ANOTHER COMMITTEE OF THE BOARD. THE DESIGNATION AND APPOINTMENT OF AN EXECUTIVE COMMITTEE AND THE DELEGATION THERETO OF AUTHORITY SHALL NOT OPERATE TO RELIEVE THE BOARD OF DIRECTORS, OR ANY INDIVIDUAL DIRECTOR, OF ANY RESPONSIBILITY IMPOSED UPON IT OR HIM BY LAW. FORM 990, PART VI, SECTION B, LINE 11 THE CFO REVIEWS FORM 990 WITH THE FINANCE COMMITTEE AT A QUARTERLY MEETING PRIOR TO FILING WITH THE IRS. A COPY OF THE FORM 990 IS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S BOARD MEMBERS AND OFFICERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST TO THE MEMBERS OF THE BOARD. BOARD MEMBERS SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY, WHICH ARE REVIEWED BY THE CEO. THE ORGANIZATION ALSO HAS A CONFLICT OF INTEREST SECTION IN ITS EMPLOYEE HANDBOOK WHICH ALL EMPLOYEES ARE REQUIRED TO FOLLOW. AT THE APRIL QUARTERLY MEETING ALL BOARD MEMBERS ARE TO SIGN THE CONFLICT OF INTEREST POLICY STATING THERE ARE NONE TO DECLARE OR IF THERE ARE ANY TO DECLARE. TO DATE THERE HAVE NOT BEEN ANY DECLARED. FORM 990, PART VI, SECTION B, LINE 15 IN 2004, THE ORGANIZATION CONDUCTED A SURVEY OF SIX COMPARABLE NEW JERSEY COMMUNITIES AND RECEIVED INPUT FROM THEIR AUDITORS FOR BOARD CONSIDERATION OF THE CEO SALARY. IN SUCCEEDING YEARS, THE PERCENTAGE RAISE OF THE CEO FOLLOWED THE INCREASE GRANTED FOR ALL EMPLOYEES AS PART OF THE BUDGET. THE CEO COMPENSATION IS REVIEWED ANNUALLY IN AN EXECUTIVE SESSION OF THE BOARD. EACH YEAR, THE ORGANIZATION PARTICIPATES IN A STATE-WIDE SURVEY AND MAKES ADJUSTMENTS TO COMPENSATION WHERE REMUNERATION IS NOT IN LINE WITH THE INDUSTRY. OVER THE PAST FOUR YEARS, SENIOR MANAGEMENT HAS RECEIVED PERCENTAGE RAISES GRANTED FOR ALL EMPLOYEES. DEPARTMENT MANAGERS ARE REVIEWED ANNUALLY BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -127,082. CHANGE IN VALUE OF CHARITABLE ANNUITY 48,931. TOTAL TO FORM 990, PART XI, LINE 5: -78,151. AUDIT COMMITTEE PART XII, LINE 2C THE OVERSIGHT AND SELECTION PROCESS USED BY THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. DOCUMENT RETENTION & DESTRUCTION POLICY FORM 990, PART VI, LINE 14 ALTHOUGH THE ORGANIZATION DOES NOT HAVE A FORMAL DOCUMENT RETENTION AND DESTRUCTION POLICY, IT FOLLOWS THE ESTABLISHED PERIOD OF RETENTION AND DESTRUCTION GUIDELINES OUTLINED IN THE PRACTICE BRIEF FROM THE AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION AND THE QUALITY ASSURANCE STANDARDS OF THE JOINT COMMISSION ON THE ACCREDITATION OF HEALTHCARE ORGANIZATIONS. MAILING ADDRESS FORM 990, PART VI, LINE 9 THE ORGANIZATION MAINTAINS A SEPARATE, OFFICAL MAILING ADDRESS FOR EACH OF ITS BOARD OF TRUSTEES. HOWEVER, ALL BOARD MEMBERS, OFFICERS AND DIRECTORS CAN ALSO BE REACHED AT THE ORGANIZATIONS'S MAILING ADDRESS.