THE HIGHLANDS AT WYOMISSING: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization: THE HIGHLANDS AT WYOMISSING (EIN 22-2790840)
Tax period: 2009-07-01 to 2010-06-30
Filed: 2011-05-16
IRS object ID: 201101369349305895
Schema version: 2009v1.7
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 J
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Timestamp	2011-05-16T15:47:04-05:00	Timestamp
Tax Period End Date	2010-06-30	TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RICE CPA	BusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 SPRING RIDGE DR STE 206	AddressLine1
City	WYOMISSING	City
State	PA	State
ZIP Code	19610	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990	ReturnType
Tax Period Begin Date	2009-07-01	TaxPeriodBeginDate

Filer Filer

Field	Value	IRS element (for citing)
EIN	222790840	EIN

Name Name

Field	Value	IRS element (for citing)
Business Name Line1	THE HIGHLANDS AT WYOMISSING	BusinessNameLine1

Field	Value	IRS element (for citing)
Name Control	HIGH	NameControl
Phone	6107752300	Phone

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2000 CAMBRIDGE AVENUE	AddressLine1
City	WYOMISSING	City
State	PA	State
ZIP Code	196102714	ZIPCode

Officer Officer

Field	Value	IRS element (for citing)
Name	KEVIN P DEACOSTA	Name
Title	CFO	Title
Phone	6107752300	Phone
Date Signed	2011-05-10	DateSigned
Authorize Third Party	true	AuthorizeThirdParty

Preparer Preparer

Field	Value	IRS element (for citing)
Name	C ROBERT RICE JR	Name
Phone	6103742595	Phone
Date Prepared	2011-05-16	DatePrepared
Self Employed	X	SelfEmployed

Field	Value	IRS element (for citing)
Tax Year	2009	TaxYear
Build TS	2016-02-24 21:20:13Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Name Of Principal Officer Person	JAMES E ADAMOWICZ	NameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

Field	Value	IRS element (for citing)
Address Line1	2000 CAMBRIDGE AVENUE	AddressLine1
City	WYOMISSING	City
State	PA	State
ZIP Code	196102714	ZIPCode

Field	Value	IRS element (for citing)
Gross Receipts	26634218	GrossReceipts
Group Return For Affiliates	false	GroupReturnForAffiliates
Organization501c	X	Organization501c
Web Site	WWW.THEHIGHLANDS.ORG	WebSite
Type Of Organization Corporation	X	TypeOfOrganizationCorporation
Year Formation	1989	YearFormation
State Legal Domicile	PA	StateLegalDomicile
Activity Or Mission Description	CONTINUING CARE RETIREMENT COMMUNITY	ActivityOrMissionDescription
Nbr Voting Members Governing Body	11	NbrVotingMembersGoverningBody
Nbr Independent Voting Members	7	NbrIndependentVotingMembers
Total Nbr Employees	476	TotalNbrEmployees
Total Nbr Volunteers	78	TotalNbrVolunteers
Total Gross UBI	0	TotalGrossUBI
Contributions Grants Prior Year	30000	ContributionsGrantsPriorYear
Contributions Grants Current Year	119889	ContributionsGrantsCurrentYear
Program Service Revenue Prior Year	20632619	ProgramServiceRevenuePriorYear
Program Service Revenue CY	21516469	ProgramServiceRevenueCY
Investment Income Prior Year	-5802275	InvestmentIncomePriorYear
Investment Income Current Year	1637837	InvestmentIncomeCurrentYear
Other Revenue Prior Year	396234	OtherRevenuePriorYear
Other Revenue Current Year	339762	OtherRevenueCurrentYear
Total Revenue Prior Year	15256578	TotalRevenuePriorYear
Total Revenue Current Year	23613957	TotalRevenueCurrentYear
Grants And Similar Amnts CY	0	GrantsAndSimilarAmntsCY
Benefits Paid To Members CY	0	BenefitsPaidToMembersCY
Salaries Etc Prior Year	11248363	SalariesEtcPriorYear
Salaries Etc Current Year	11081744	SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY	0	TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year	5517	TotalFundrsngExpCurrentYear
Other Expense Prior Year	9834212	OtherExpensePriorYear
Other Expenses Current Year	9908004	OtherExpensesCurrentYear
Total Expenses Prior Year	21082575	TotalExpensesPriorYear
Total Expenses Current Year	20989748	TotalExpensesCurrentYear
Revenues Less Expenses Prior Year	-5825997	RevenuesLessExpensesPriorYear
Revenues Less Expenses CY	2624209	RevenuesLessExpensesCY
Total Assets BOY	82243575	TotalAssetsBOY
Total Assets EOY	82994346	TotalAssetsEOY
Total Liabilities BOY	85570720	TotalLiabilitiesBOY
Total Liabilities EOY	84424066	TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY	-3327145	NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY	-1429720	NetAssetsOrFundBalancesEOY
Mission Description	CONTINUING CARE RETIREMENT COMMUNITY	MissionDescription
Significant New Program Services	false	SignificantNewProgramServices
Significant Change	false	SignificantChange
Expense	10141999	Expense
Description	PROVIDE HOUSING, MEALS AND MEDICAL ATTENTION TO ELDERLY RESIDENTS OF THE FACILITY	Description

Activity2 Activity2

Field	Value	IRS element (for citing)
Expense	2608165	Expense
Description	PROVIDE HOUSING, MEALS AND MODERATE MEDICAL CARE TO ELDERLY RESIDENTS OF THE FACILITY	Description

Activity3 Activity3

Field	Value	IRS element (for citing)
Expense	5774471	Expense
Description	PROVIDE HOUSING, MEALS AND INTERMEDIATE MEDICAL CARE TO ELDERLY RESIDENTS OF THE FACILITY	Description

Activity Other ActivityOther

Field	Value	IRS element (for citing)
Expense	400856	Expense
Description	PROVIDE RECREATIONAL ACTIVITIES FOR ELDERLY RESIDENTS	Description

Field	Value	IRS element (for citing)
Total Of Other Program Service Exp	400856	TotalOfOtherProgramServiceExp
Total Program Service Expense	18925491	TotalProgramServiceExpense
Described In501 C3	true	DescribedIn501C3
Schedule B Required	true	ScheduleBRequired
Political Activities	false	PoliticalActivities
Lobbying Activities	false	LobbyingActivities
Donor Advised Funds	false	DonorAdvisedFunds
Conservation Easements	false	ConservationEasements
Collections Of Art	false	CollectionsOfArt
Credit Counseling	false	CreditCounseling
Term Or Permanent Endowments	true	TermOrPermanentEndowments
Balance Sheet Amounts Reported	true	BalanceSheetAmountsReported
Independent Audit Financial Stmt	true	IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt	true	ConsolidatedAuditFinancialStmt
School	false	School
Foreign Office	false	ForeignOffice
Foreign Activities	false	ForeignActivities
More Than5000 K To Organizations	false	MoreThan5000KToOrganizations
More Than5000 K To Individuals	false	MoreThan5000KToIndividuals
Professional Fundraising	false	ProfessionalFundraising
Fundraising Activities	false	FundraisingActivities
Gaming	false	Gaming
Hospital	false	Hospital
Grants To Organizations	false	GrantsToOrganizations
Grants To Individuals	false	GrantsToIndividuals
Schedule J Required	true	ScheduleJRequired
Tax Exempt Bonds	false	TaxExemptBonds
Excess Benefit Transaction	false	ExcessBenefitTransaction
Prior Excess Benefit Transaction	false	PriorExcessBenefitTransaction
Loan To Officer Or DQP	false	LoanToOfficerOrDQP
Grant To Related Person	false	GrantToRelatedPerson
Bsnss Rltnshp With Organization	true	BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member	false	BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp	true	OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions	false	DeductibleNonCashContributions
Deductible Contributions Of Art	false	DeductibleContributionsOfArt
Terminated	false	Terminated
Partial Liquidation	false	PartialLiquidation
Disregarded Entity	false	DisregardedEntity
Related Entity	true	RelatedEntity
Related Org Controlled Entity	false	RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org	false	TransfersToExemptNonChrtblOrg
Activities Conducted Partnership	false	ActivitiesConductedPartnership
Schedule O Required	true	ScheduleORequired
Number Forms Transmitted With1096	45	NumberFormsTransmittedWith1096
Number W2 G Included	0	NumberW2GIncluded
Compliance With Backup Witholding	true	ComplianceWithBackupWitholding
Number Of Employees	476	NumberOfEmployees
Employment Tax Returns Filed	true	EmploymentTaxReturnsFiled
Unrelated Business Income	false	UnrelatedBusinessIncome
Foreign Financial Account	false	ForeignFinancialAccount
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTrans
Taxable Party Notification	false	TaxablePartyNotification
Non Deductible Contributions	false	NonDeductibleContributions
Quid Pro Quo Contributions	false	QuidProQuoContributions
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOf
Funds To Pay Premiums	false	FundsToPayPremiums
Premiums Paid	false	PremiumsPaid
Form8899 Filed	false	Form8899Filed
Form1098 C Filed	false	Form1098CFiled
Nbr Voting Governing Body Members	11	NbrVotingGoverningBodyMembers
Number Independent Voting Members	7	NumberIndependentVotingMembers
Family Or Business Relationship	false	FamilyOrBusinessRelationship
Delegation Of Management Duties	false	DelegationOfManagementDuties
Changes To Organizing Docs	false	ChangesToOrganizingDocs
Material Diversion Or Misuse	false	MaterialDiversionOrMisuse
Members Or Stockholders	false	MembersOrStockholders
Election Of Board Members	false	ElectionOfBoardMembers
Decisions Subject To Approval	false	DecisionsSubjectToApproval
Minutes Of Governing Body	true	MinutesOfGoverningBody
Minutes Of Committees	true	MinutesOfCommittees
Officer Mailing Address	false	OfficerMailingAddress
Local Chapters	false	LocalChapters
Form990 Provided To Governing Body	false	Form990ProvidedToGoverningBody
Conflict Of Interest Policy	true	ConflictOfInterestPolicy
Annual Disclosure Covered Persons	true	AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement	true	RegularMonitoringEnforcement
Whistleblower Policy	true	WhistleblowerPolicy
Document Retention Policy	true	DocumentRetentionPolicy
Compensation Process CEO	true	CompensationProcessCEO
Compensation Process Other	true	CompensationProcessOther
Investment In Joint Venture	false	InvestmentInJointVenture
Upon Request	X	UponRequest

The Books Are In Care Of TheBooksAreInCareOf

Field	Value	IRS element (for citing)
Name Person	KEVIN P DEACOSTA	NamePerson
Telephone Number	6107752300	TelephoneNumber

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2000 CAMBRIDGE AVENUE	AddressLine1
City	WYOMISSING	City
State	PA	State
ZIP Code	196102714	ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (13 entries)

TitleTitle	Average Hours Per WeekAverageHoursPerWeek	Individual Trustee Or DirectorIndividualTrusteeOrDirector	Reportable Comp From OrganizationReportableCompFromOrganization	Reportable Comp From Related OrgsReportableCompFromRelatedOrgs	Other CompensationOtherCompensation	OfficerOfficer	Highest Compensated EmployeeHighestCompensatedEmployee	FormerFormer
STEVEN I FINKEL
TREASURER	1.00	X	0	688736	51331
JAMES E ADAMOWICZ
PRESIDENT	40.00	X	256834	0	81525	X
CHARLES B SULLIVAN
DIRECTOR	1.00	X	0	108050	0
STEVE A BOBICK
CHAIR	1.00	X	0	0	0
MARGARET S MCSHANE
VICE-CHAIR	1.00	X	0	0	0
REV ELTON RICHARDS
DIRECTOR	1.00	X	0	0	0
PAUL R ROEDEL
DIRECTOR	1.00	X	0	0	0
JOHN W ROLAND
SECRETARY	1.00	X	0	0	0
ELIZABETH B ROTHERMEL
DIRECTOR	1.00	X	0	0	0
DAVID L THUN
DIRECTOR	1.00	X	0	0	0
KEVIN P DEACOSTA
CFO	40.00		102949	0	36089	X
JODI A GIBBLE
MARKETING	40.00		115003	0	40169		X
SCOTT R WOLFE
DIRECTOR	1.00	X	0	1729645	82651			X

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	474786	TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs	2526431	TotalReportableCompFrmRltdOrgs
Total Other Compensation	291765	TotalOtherCompensation
Number Individuals GT100 K	3	NumberIndividualsGT100K
Formers Listed	true	FormersListed
Total Comp GT150 K	true	TotalCompGT150K
Compensation From Other Sources	false	CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1	CityAddressOfContractor/AddressUS/City	StateAddressOfContractor/AddressUS/State	ZIP CodeAddressOfContractor/AddressUS/ZIPCode	Description Of ServicesDescriptionOfServices	CompensationCompensation
DOLAN CONSTRUCTION
401 S 13TH STREET	READING	PA	196022027	GAELSONG COTTAG	2922117
LSR EXCAVATING COMPANY
PO BOX 3310	LANCASTER	PA	176043310	GAELSONG COTTAG	300262
STORIBOARD STUDIOS
5048 PINEVIEW DRIVE	MOHNTON	PA	19540	APT REFURBISHIN	292330
ARAMARK FACILITY SERVICES
PO BOX 33170	NEWARK	NJ	07188	SUPPORT SERVICE	238239
ELCO FLOOR COVERINGS
701WEAVERTOWN ROAD	MYERSTOWN	PA	17067	APT REFURBISHIN	113082

Field	Value	IRS element (for citing)
Number Of Contractors GT100 K	19	NumberOfContractorsGT100K
Government Grants	64889	GovernmentGrants
All Other Contributions	55000	AllOtherContributions
Total Contributions	119889	TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome
RESIDENTIAL CARE	13102553	13102553
ASST LIVING CARE	3071870	3071870
NURSING CARE	3071470	3071470
MEDICARE PAYMENTS	2270576	2270576

Field	Value	IRS element (for citing)
Total Program Service Revenue	21516469	TotalProgramServiceRevenue

Investment Income InvestmentIncome

Field	Value	IRS element (for citing)
Total Revenue Column	436995	TotalRevenueColumn
Exclusion	$436,995	ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

Field	Value	IRS element (for citing)
Securities	4219603	Securities
Other	1500	Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

Field	Value	IRS element (for citing)
Securities	3020261	Securities

Gain Or Loss GainOrLoss

Field	Value	IRS element (for citing)
Securities	1199342	Securities
Other	1500	Other

Net Gain Or Loss Investments NetGainOrLossInvestments

Field	Value	IRS element (for citing)
Total Revenue Column	1200842	TotalRevenueColumn
Exclusion	$1,200,842	ExclusionAmount

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescription	Total Revenue ColumnTotalRevenueColumn	Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome	ExclusionExclusionAmount
MISCELLANEOUS	101985	101985
MAINTENANCE REVENUE	81060	81060
CAFETERIA	57753		$57,753

Miscellaneous Revenue MiscellaneousRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	98964	TotalRevenueColumn
Related Or Exempt Function Income	-87732	RelatedOrExemptFunctionIncome
Exclusion	$186,696	ExclusionAmount

Field	Value	IRS element (for citing)
Total Other Revenue	339762	TotalOtherRevenue

Total Revenue TotalRevenue

Field	Value	IRS element (for citing)
Total Revenue Column	23613957	TotalRevenueColumn
Related Or Exempt Function Income	21611782	RelatedOrExemptFunctionIncome
Exclusion	$1,882,286	ExclusionAmount

Comp Current Officers Directors CompCurrentOfficersDirectors

Field	Value	IRS element (for citing)
Total	477397	Total
Management And General	477397	ManagementAndGeneral

Other Salaries And Wages OtherSalariesAndWages

Field	Value	IRS element (for citing)
Total	7853276	Total
Program Services	7425062	ProgramServices
Management And General	428214	ManagementAndGeneral

Pension Plan Contributions PensionPlanContributions

Field	Value	IRS element (for citing)
Total	294508	Total
Program Services	280280	ProgramServices
Management And General	14228	ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

Field	Value	IRS element (for citing)
Total	1885939	Total
Program Services	1719119	ProgramServices
Management And General	166820	ManagementAndGeneral

Payroll Taxes PayrollTaxes

Field	Value	IRS element (for citing)
Total	570624	Total
Program Services	540091	ProgramServices
Management And General	30533	ManagementAndGeneral

Fees For Services Legal FeesForServicesLegal

Field	Value	IRS element (for citing)
Total	37086	Total
Program Services	5468	ProgramServices
Management And General	31618	ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

Field	Value	IRS element (for citing)
Total	48000	Total
Management And General	48000	ManagementAndGeneral

Fees For Services Other FeesForServicesOther

Field	Value	IRS element (for citing)
Total	5517	Total
Fundraising	5517	Fundraising

Occupancy Occupancy

Field	Value	IRS element (for citing)
Total	2312856	Total
Program Services	2312856	ProgramServices

Travel Travel

Field	Value	IRS element (for citing)
Total	3825	Total
Program Services	3825	ProgramServices

Conferences Meetings ConferencesMeetings

Field	Value	IRS element (for citing)
Total	9624	Total
Program Services	8735	ProgramServices
Management And General	889	ManagementAndGeneral

Interest Interest

Field	Value	IRS element (for citing)
Total	816531	Total
Program Services	816531	ProgramServices

Depreciation Depletion DepreciationDepletion

Field	Value	IRS element (for citing)
Total	2597574	Total
Program Services	2597574	ProgramServices

Other Expenses OtherExpenses (5 entries)

DescriptionDescription	TotalTotal	Program ServicesProgramServices	Management And GeneralManagementAndGeneral
SUPPLIES	1722953	1722953
CONTRACT SERVICES	779145	486990	292155
AMORTIZATION	492619		492619
INSURANCE EXPENSE	197154	197154
EQUIPMENT RENTAL AND MAIN	186648	186648

All Other Expenses AllOtherExpenses

Field	Value	IRS element (for citing)
Total	698472	Total
Program Services	622205	ProgramServices
Management And General	76267	ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

Field	Value	IRS element (for citing)
Total	20989748	Total
Program Services	18925491	ProgramServices
Management And General	2058740	ManagementAndGeneral
Fundraising	5517	Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

Field	Value	IRS element (for citing)
BOY	3577055	BOY
EOY	2704131	EOY

Accounts Receivable AccountsReceivable

Field	Value	IRS element (for citing)
BOY	1972168	BOY
EOY	1988629	EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

Field	Value	IRS element (for citing)
BOY	227415	BOY
EOY	285506	EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

Field	Value	IRS element (for citing)
BOY	222718	BOY
EOY	214717	EOY

Field	Value	IRS element (for citing)
Land Buildings Equipment Basis	77123171	LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec	33258680	LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

Field	Value	IRS element (for citing)
BOY	43070004	BOY
EOY	43864491	EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

Field	Value	IRS element (for citing)
BOY	32519837	BOY
EOY	33777135	EOY

Other Assets Total OtherAssetsTotal

Field	Value	IRS element (for citing)
BOY	654378	BOY
EOY	159737	EOY

Total Assets TotalAssets

Field	Value	IRS element (for citing)
BOY	82243575	BOY
EOY	82994346	EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

Field	Value	IRS element (for citing)
BOY	7319911	BOY
EOY	5373327	EOY

Deferred Revenue DeferredRevenue

Field	Value	IRS element (for citing)
BOY	6603263	BOY
EOY	6011198	EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

Field	Value	IRS element (for citing)
BOY	39410000	BOY
EOY	985000	EOY

Other Liabilities OtherLiabilities

Field	Value	IRS element (for citing)
BOY	32237546	BOY
EOY	72054541	EOY

Total Liabilities TotalLiabilities

Field	Value	IRS element (for citing)
BOY	85570720	BOY
EOY	84424066	EOY

Field	Value	IRS element (for citing)
Follow SFAS117	X	FollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	-3346935	BOY
EOY	-1450148	EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

Field	Value	IRS element (for citing)
BOY	19790	BOY
EOY	20428	EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	-3327145	BOY
EOY	-1429720	EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

Field	Value	IRS element (for citing)
BOY	82243575	BOY
EOY	82994346	EOY

Field	Value	IRS element (for citing)
Method Of Accounting Accrual	X	MethodOfAccountingAccrual
Accountant Compile Or Review	false	AccountantCompileOrReview
FS Audited	true	FSAudited
Audit Committee	true	AuditCommittee
Financial Statement Consolidated	X	FinancialStatementConsolidated

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	2109873	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	36125	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	50091	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	30000	CurrentTaxYearMinus1Year
Current Tax Year	119889	CurrentTaxYear
Total	2345978	Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	19087535	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	19461488	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	19838284	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	20529411	CurrentTaxYearMinus1Year
Current Tax Year	21401093	CurrentTaxYear
Total	100317811	Total

Total509 Total509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	21197408	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	19497613	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	19888375	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	20559411	CurrentTaxYearMinus1Year
Current Tax Year	21520982	CurrentTaxYear
Total	102663789	Total

Field	Value	IRS element (for citing)
Public Support Total509	102663789	PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1359691	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1015605	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1159278	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	923443	CurrentTaxYearMinus1Year
Current Tax Year	436995	CurrentTaxYear
Total	4895012	Total

Investment Income And UBTI InvestmentIncomeAndUBTI

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	1359691	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	1015605	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	1159278	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	923443	CurrentTaxYearMinus1Year
Current Tax Year	436995	CurrentTaxYear
Total	4895012	Total

Other Income509 OtherIncome509

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	464642	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	486675	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	502900	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	499442	CurrentTaxYearMinus1Year
Current Tax Year	520027	CurrentTaxYear
Total	2473686	Total

Total Support Total TotalSupportTotal

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	23021741	CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years	20999893	CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years	21550553	CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year	21982296	CurrentTaxYearMinus1Year
Current Tax Year	22478004	CurrentTaxYear
Total	110032487	Total

Field	Value	IRS element (for citing)
Public Support Percentage509	0.93300	PublicSupportPercentage509
Prior Year Support Percentage	0.92940	PriorYearSupportPercentage
Investment Income Percentage	0.04000	InvestmentIncomePercentage
Prior Yr Invest Income Percentage	0.05000	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)
Disclosed Orgs Legal Control	false	DisclosedOrgsLegalControl
Disclosed For Charitable Purposes	false	DisclosedForCharitablePurposes
Written Policy Monitoring	false	WrittenPolicyMonitoring
Sect170h Requirements Satisfied	false	Sect170hRequirementsSatisfied
Solicited Assets For Sale	false	SolicitedAssetsForSale
Agent Trustee Etc	false	AgentTrusteeEtc
Included On FS	false	IncludedOnFS

Current Year CurrentYear

Field	Value	IRS element (for citing)
Beginning Of Year Balance	4806804	BeginningOfYearBalance
Contributions	79002	Contributions
Investment Earnings Or Losses	564543	InvestmentEarningsOrLosses
Other Expenditures	282041	OtherExpenditures
Administrative Expenses	48008	AdministrativeExpenses
End Of Year Balance	5120300	EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

Field	Value	IRS element (for citing)
Beginning Of Year Balance	5674569	BeginningOfYearBalance
Contributions	43905	Contributions
Investment Earnings Or Losses	-559370	InvestmentEarningsOrLosses
Other Expenditures	325099	OtherExpenditures
Administrative Expenses	27201	AdministrativeExpenses
End Of Year Balance	4806804	EndOfYearBalance

Field	Value	IRS element (for citing)
Board Designated EOY Balance	1.00000	BoardDesignatedEOYBalance
Endowments Held By Unrelated Orgs	false	EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs	false	EndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule R	false	AreRelatedOrgsListedScheduleR

Land Land

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	1722904	OtherCostOrOtherBasis
Book Value	1722904	BookValue

Leasehold Improvements LeaseholdImprovements

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	64470284	OtherCostOrOtherBasis
Depreciation	26161042	Depreciation
Book Value	38309242	BookValue

Equipment Equipment

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	8358139	OtherCostOrOtherBasis
Depreciation	6694469	Depreciation
Book Value	1663670	BookValue

Other Land Buildings OtherLandBuildings

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	2571844	OtherCostOrOtherBasis
Depreciation	403169	Depreciation
Book Value	2168675	BookValue

Field	Value	IRS element (for citing)
Total Of Book Value Land Buildings	43864491	TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (3 entries)

DescriptionDescription	AmountAmount
NOTE PAYABLE - RELATED PARTY	$37,237,000
REFUNDABLE FEES	$29,530,439
BEAR STERNS INTEREST SWAP PAYMENT	$5,287,102

Field	Value	IRS element (for citing)
Total Of Amounts	72054541	TotalOfAmounts
Total Revenue	23613957	TotalRevenue
Total Expenses	20989748	TotalExpenses
Excess Or Deficit For Year	2624209	ExcessOrDeficitForYear
Net Unrealized GL On Investments	-727422	NetUnrealizedGLOnInvestments
Total Adjustments	-727422	TotalAdjustments
Excess Or Deficit Per FS	1896787	ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt	23613957	TotRevenueEtcAuditedFinclStmt
Revenue Subtotal	23613957	RevenueSubtotal
Total Revenue Per Form990	23613957	TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt	20989748	TotExpensesEtcAuditedFinclStmt
Expenses Subtotal	20989748	ExpensesSubtotal
Total Expenses Per Form990	20989748	TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

Field	Value	IRS element (for citing)
Identifier	SUPPLEMENTAL FINANCIAL INFORMATION	Identifier
Return Reference	SCHEDULE D, PAGE 4, PART XIV	ReturnReference
Explanation	PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS INTENDED USE FOR ENDOWMENT FUNDS IS TO PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS WHO THROUGH NO FAULT OF THEIR OWN DEMONSTRATE AN INABILITY TO PAY THE MONTHLY SERVICE AND OTHER CHARGES RELATED TO THEIR RESIDENCY.	Explanation

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Independent Consultant	X	IndependentConsultant
Board Or Committee Approval	X	BoardOrCommitteeApproval
Severance Payment	false	SeverancePayment
Supplemental Nonqual Retire Plan	true	SupplementalNonqualRetirePlan
Equity Based Comp Arrangement	false	EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org	false	CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs	false	CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org	false	CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs	false	CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments	false	AnyNonFixedPayments
Initial Contract Exception	false	InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)

Comp Based On Related OrgsCompBasedOnRelatedOrgs	Bonus Related OrgsBonusRelatedOrgs	Other Compensation Related OrgsOtherCompensationRelatedOrgs	Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs	Total Compensation Related OrgsTotalCompensationRelatedOrgs	Base Compensation Filing OrgBaseCompensationFilingOrg	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg	Total Compensation Filing OrgTotalCompensationFilingOrg	Deferred Comp Related OrgsDeferredCompRelatedOrgs
STEVEN I FINKEL
352102	67000	269634	51331	740067
JAMES E ADAMOWICZ
					256834	81525	338359
JODI A GIBBLE
					115003	40169	155172
SCOTT R WOLFE
545929	85250	1098466	44151	1812296				38500

Form990 Schedule J Part III Form990ScheduleJPartIII

Field	Value	IRS element (for citing)
Identifier	SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS	Identifier
Return Reference	SCHEDULE J, PAGE 1, PART I, LINE 4	ReturnReference
Explanation	STEVEN I FINKEL 0 260,544 0 SCOTT R WOLFE 0 1,088,776 0	Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

Field	Value	IRS element (for citing)
Name Person	JOHN W ROLAND ROLAND STOCK LLC	NamePerson

Field	Value	IRS element (for citing)
Relationship	DIRECTOR	Relationship
Amount Of Transaction	15770	AmountOfTransaction
Description Of Transaction	ATTORNEY	DescriptionOfTransaction
Sharing Of Revenues	false	SharingOfRevenues

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifier	Return ReferenceReturnReference	ExplanationExplanation
ALL OTHER ACHIEVEMENTS DESCRIPTION	FORM 990, PAGE 2, PART III, LINE 4D	PROVIDE RECREATIONAL ACTIVITIES FOR ELDERLY RESIDENTS
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990	FORM 990, PAGE 6, PART VI, LINE 11	FORM 990 IS REVIEWED PRIOR TO FILING BY CFO AND STAFF. THE FORM 990 IS MADE AVAILABLE VIA SECURE EMAIL TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR REVIEW.
ENFORCEMENT OF CONFLICTS POLICY	FORM 990, PAGE 6, PART VI, LINE 12C	TRAINING PROVIDED ANNUALLY FOR ALL EMPLOYEES AND BOARD MEMBERS FOR CORPORATE COMPLIANCE. COPY OF POLICY IS ATTACHED AS AN ELECTRONIC ATTACHMENT TO THIS RETURN.
COMPENSATION PROCESS FOR TOP OFFICIAL	FORM 990, PAGE 6, PART VI, LINE 15A	THERE IS AN EXECUTIVE COMPENSATION STUDY COMPLETED BY AN INDEPENDENT THIRD PARTY. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS ALL EXECUTIVE STAFF WAGES.
COMPENSATION PROCESS FOR OFFICERS	FORM 990, PAGE 6, PART VI, LINE 15B	THERE IS AN EXECUTIVE COMPENSATION STUDY COMPLETED BY AN INDEPENDENT THIRD PARTY. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS ALL EXECUTIVE STAFF WAGES.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION	FORM 990, PAGE 6, PART VI, LINE 19	DOCUMENTS MADE AVAILABLE UPON REQUEST.
ADDITIONAL INFORMATION	SCHEDULE R	ALL NON-INDEPENDENT BOARD MEMBERS ARE ALSO BOARD MEMBERS OF THE READING HOSPITAL AND MEDICAL CENTER. RELATED PARTY INFORMATION SUCH AS OFFICER COMPENSATION WAS NOT PURSUED THIS FISCAL YEAR FOR THE LUTHERAN HOME AT TOPTON SINCE IT IS NO LONGER A RELATED ENTITY AS OF JULY 23, 2009, EFFECTIVE JULY 1, 2009. SCHEDULE R, PART V NOTE PAYABLE OWED TO INDICATED RELATED PARTY. TERMS OF SUCH NOTE ARE CONSIDERED COMPARABLE TO POSSIBLE UNRELATED LENDERS.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (8 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
THE READING HOSPITAL & MEDICAL CTR
PO BOX 16052	READING	PA	196126052	231352204	HOSPITAL	PA	501	3	NA
THE LUTHERAN HOME AT TOPTON
ONE SOUTH HOME AVENUE	TOPTON	PA	19562	232352363	CCRC	PA	501	9	NA
THE READING HOSPITAL
SIXTH AVE SPRUCE ST	WEST READING	PA	19611	232201344	SUPPORTING	PA	501	11C	NA
THE FRIENDS OF THE READING HOSPITAL
SIXTH AVE SPRUCE ST	WEST READING	PA	19611	236026108	SUPPORTING	PA	501	11B	NA
THE RDG HOSP & MED CTR SELF-INS FD
SIXTH AVE SPRUCE ST	WEST READING	PA	19611	232087514	TRUST FUND	PA	501	11B	NA
THE RDG HOSP & MED CTR WRKR COMP FD
SIXTH AVE SPRUCE ST	WEST READING	PA	19611	223054717	TRUST FUND	PA	501	11B	NA
READING PROFESSIONAL SERVICES
SIXTH AVE SPRUCE ST	WEST READING	PA	19611	232266054	HEALTHCARE	PA	501	3	NA
THE RDG HOSPITAL MEDICAL GROUP
SIXTH AVE SPRUCE ST	WEST READING	PA	19611	205095905	HEALTHCARE	PA	501	3	NA

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	THE READING HOSPITAL SURGICENTER	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	2603 KEISER BLVD	AddressLine1
City	WYOMISSING	City
State	PA	State
ZIP Code	19610	ZIPCode

Field	Value	IRS element (for citing)
EIN	582682467	EIN
Primary Activity	SURGERY	PrimaryActivity
Legal Domicile State	PA	LegalDomicileState
Direct Controlling Entity NA	N/A	DirectControllingEntityNA
Predominant Income Type	EXCLUDED	PredominantIncomeType
Share Of Total Income	3059324	ShareOfTotalIncome
Share Of EOY Assets	2982041	ShareOfEOYAssets
Disproportionate Allocations	false	DisproportionateAllocations
General Or Managing Partner	true	GeneralOrManagingPartner

Form990 Schedule R Part IV Form990ScheduleRPartIV

Name Of Related Org NameOfRelatedOrg

Field	Value	IRS element (for citing)
Business Name Line1	MC REALTY CORPORATION	BusinessNameLine1

Address US AddressUS

Field	Value	IRS element (for citing)
Address Line1	627 NORTH FOURTH STREET	AddressLine1
City	READING	City
State	PA	State
ZIP Code	19601	ZIPCode

Field	Value	IRS element (for citing)
EIN	232607292	EIN
Primary Activity	REAL ESTAT	PrimaryActivity
Legal Domicile State	PA	LegalDomicileState
Direct Controlling Entity NA	N/A	DirectControllingEntityNA

Field	Value	IRS element (for citing)
Receipt Of Int Ann Rents Royalties	false	ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org	false	GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org	false	GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org	true	LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org	false	SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org	false	PurchaseOfAssetsFromOtherOrg
Exchange Of Assets	false	ExchangeOfAssets
Rental Of Facilities To Other Orgs	false	RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs	false	RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs	false	PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs	false	PerformOfServicesByOtherOrgs
Sharing Of Facilities	false	SharingOfFacilities
Sharing Of Paid Employees	false	SharingOfPaidEmployees
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrg
Other Transfer To Other Org	false	OtherTransferToOtherOrg
Other Transfer From Other Org	false	OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

Field	Value	IRS element (for citing)
Business Name Line1	THE READING HOSPITAL &	BusinessNameLine1
Business Name Line2	MEDICAL CENTER	BusinessNameLine2

Field	Value	IRS element (for citing)
Transaction Type	E	TransactionType
Amount Involved	38900000	AmountInvolved