2011-11-14T13:04:11-06:00 2010-12-31 LARSONALLEN LLP 18 SENTRY PARK WEST SUITE 300 BLUE BELL PA 194222240 990 2010-01-01 232090256 MARTINS RUN MART 6103537660 11 MARTINS RUN MEDIA PA 19063 LINDA STERTHOUS 6103537660 2011-11-14 1 BERNADETTE O'TOOLECPA 2156433900 2010 2016-02-24 21:20:13Z MARTINS RUN LINDA STERTHOUS 11 MARTINS RUN MEDIA PA 19063 15253089 0 X WWW.MARTINSRUN.ORG X 1978 PA TO OPERATE A CONTINUING CARE RETIREMENT COMMUNITY 29 29 321 70 -14592 -14592 253957 389313 13909816 13782129 -34344 208677 279865 305544 14409294 14685663 0 0 0 0 8065912 7729535 0 0 0 7162291 7440710 15228203 15170245 -818909 -484582 23803961 25629945 20652597 22855097 3151364 2774848 X TO CREATE AN ACTIVE COMMUNITY OF ADULTS THAT HONORS BOTH MUTUAL SUPPORT AND INDEPENDENCE AND ADDRESSES THE HEALTH AND WELLNESS NEEDS OF EACH RESIDENT. 0 0 11798200 13782129 MARTINS RUN OFFERS INDEPENDENT LIVING APARTMENTS, PERSONAL CARE, AND SKILLED NURSING CARE THAT FOSTER SENIORS' INDEPENDENCE, DIGNITY, AND WELLBEING. CHARITABLE SUPPORT HELPS US TO ENHANCE OUR RESIDENTS' QUALITY OF LIFE BY ENABLING US TO PROVIDE: ENHANCED CULTURAL, EDUCATIONAL, AND RECREATIONAL PROGRAMS THAT KEEP OUR RESIDENTS ACTIVE AND ENGAGED; NEW TECHNOLOGY THAT IMPROVES THE QUALITY OF CARE AND RESIDENT LIFE; AND UPDATED CAMPUS FACILITIES.THE GENEROSITY OF OUR DONORS ALSO MAKES IT POSSIBLE FOR US TO PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS WHO HAVE OUTLIVED THEIR RESOURCES, THUS ENABLING THEM TO REMAIN IN OUR COMMUNITY. IT ALSO HELPS US BRIDGE THE GAP BETWEEN REIMBURSEMENT AND THE COST OF CARE FOR OUR RESIDENTS RECEIVING SKILLED NURSING CARE WHO DEPEND ON MEDICAL ASSISTANCE. AS A COMMUNITY WITH A 30-YEAR HISTORY OF SERVING JEWISH ELDERS THROUGH RELIGIOUS OBSERVANCES AND A KOSHER MEAL PROGRAM, WE ALSO WELCOME AND SERVE PEOPLE OF ALL FAITH TRADITIONS. 11798200 1 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 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 1 0 1 0 0 1 32 0 321 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X STEVE WISNIEWSKI CFO 6103537660 11 MARTINS RUN MEDIA PA 19063 LENORE FORSTED 4.00 X X 0 0 0 SUZANNE MISHER 2.00 X X 0 0 0 DAVID BRAWER 2.00 X X 0 0 0 PETER BODENHEIMER 2.00 X X 0 0 0 LARRY GERSHMAN 2.00 X X 0 0 0 MARC SHAMES 2.00 X X 0 0 0 BETH ROTHSCHILD 2.00 X X 0 0 0 SAMUEL ABLOESER 1.00 X 0 0 0 DR PHILIP BENDITT 1.00 X 0 0 0 ANN DANISH 1.00 X 0 0 0 SUSAN ELLMAN 1.00 X 0 0 0 ETHEL HAMBURGER 1.00 X 0 0 0 MITCH HANDMAN 1.00 X 0 0 0 SADIE HOFSTEIN 1.00 X 0 0 0 MADELEIN KESSLER 1.00 X 0 0 0 JORDAN KLEAR 1.00 X 0 0 0 WILLIAM LUTERMAN 1.00 X 0 0 0 BLANCH REDNOR 1.00 X 0 0 0 ELLEN BERGER REUBEN 1.00 X 0 0 0 DAVID RITTENBERG 1.00 X 0 0 0 ELLIOT ROSEN 1.00 X 0 0 0 DR ROGER STUMACHER 1.00 X 0 0 0 RICHARD THAL 1.00 X 0 0 0 BARBARA WALD 1.00 X 0 0 0 DR FRED WEINBLATT 1.00 X 0 0 0 LINDA STERTHOUS 40.00 X 173223 0 7008 STEVEN WISNIEWSKI 40.00 X 119213 0 7008 LORRAINE DELLA FRANCO 40.00 X 135930 0 7008 428366 0 21024 3 0 1 0 WOHLSEN CONSTRUCTION PO BOX 4612 LANCASTER PA 17604 CONSTRUCTION 1856344 MORRISON SENIOR DINING PO BOX 102289 ATLANTA GA 30268 DINING SERVICES 1621135 CONSTRUCTION SERVICES GROUP 9 LACRUE AVENUE SUIT 7 GLEN MILLS PA 19342 CONSTRUCTION 735985 AETNA PO BOX 804735 CHICAGO IL 60680 HEALTHCARE 660948 JHS CONSTRUCTION PO BOX 401 SWARTHMORE PA 19081 CONSTRUCTION 634775 21 102184 287129 389313 PATIENT SERVICES 623000 10852791 10852791 AMORTIZATION OF ENTRAN 623000 2929338 2929338 13782129 122713 122713 15600 635 14965 14965 14965 585027 499063 85964 85964 85964 21545 102184 15905 5640 5640 37231 51823 -14592 -14592 MEALS INCOME-GUESTS 900099 153839 153839 MISCELLANEOUS INCOME 900099 145692 145692 299531 14685663 13782129 -14592 528813 292436 292436 6014273 5170796 843477 93092 81869 11223 858075 702327 155748 471659 414797 56862 52218 52218 29880 29880 1653279 1387606 265673 506867 506867 877855 793716 84139 1103347 650826 452521 84493 45177 39316 78492 78492 1457183 1457183 349861 110516 239345 FOOD 897638 897638 349597 7257 342340 15170245 11798200 3372045 0 868390 535451 1444848 1509922 1662192 1222308 16210 27005 192285 510909 35681631 17509376 15950366 18172255 3517728 3517220 151942 134875 23803961 25629945 2909349 1171220 13609611 14488262 2752117 6107340 1381520 1088275 20652597 22855097 X 2028891 1589570 944665 1007470 177808 177808 3151364 2774848 23803961 25629945 X -484582 108066 X X 0 1 1 X 0 X 180626 196589 174506 253957 367768 1173446 14532980 14191628 14430862 13909816 13782129 70847415 14713606 14388217 14605368 14163773 14149897 72020861 0 0 0 72020861 191003 218274 134244 76692 138313 758526 191003 218274 134244 76692 138313 758526 385563 405729 271491 264866 321076 1648725 15290172 15012220 15011103 14505331 14609286 74428112 0.96770 0.96950 0.01020 0.01010 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: GUEST MEALS AND ANCILLARY INCOME OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 177808 -1422 176386 177808 177808 177808 177808 0.21000 0.19000 0.00000 0 0 1314794 1314794 29334976 13556947 15778029 4336195 3776380 559815 695666 176049 519617 18172255 PRIORITY LIST DEPOSITS 70900 ESCROWED ENTRANCE FEES 1007958 CHARITABLE GIFT ANNUITIES 7342 CURRENT PORTION GIFT ANNUITY 2075 1088275 14685663 15170245 -484582 108066 108066 -376516 14862092 108066 68363 176429 14685663 0 14685663 15238608 68363 68363 15170245 0 15170245 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO FUND RESIDENTS WHO HAVE RUN OUT OF FUNDS DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MARTINS RUN IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501 (A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE APPLICATION OF THESE PROVISIONS HAS NO IMPACT ON MARTINS RUN'S FINANCIAL STATEMENTS. MARTINS RUN'S INCOME TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. MARTINS RUN IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. MARTINS RUN 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 2006 TO 2009 ARE OPEN TO EXAMINATION BY FEDERAL, LOCAL, AND STATE AUTHORITIES. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 635. DIRECT EXPENSES - FUNDRAISING 15,905. COST OF GOODS SOLD 51,823. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 635. DIRECT EXPENSES - FUNDRAISING 15,905. COST OF GOODS SOLD 51,823. LEADERSHIP AWARD 102184 102184 3250 2500 500 2030 WALK-A-THON 21545 0 21545 7625 123729 102184 21545 3250 2500 500 9655 15905 5640 X X X 0 0 0 0 0 0 0 0 0 LINDA STERTHOUS 163223 0 10000 0 0 0 0 0 7008 0 180231 0 0 0 SADIE HOFSTEIN MEMBER OF THE BOARD 35424 RENTAL OF PROPERTY AND ANCILLARY ITEMS AT FAIR MARKET VALUE 0 ETHEL HAMBURGER MEMBER OF THE BOARD 77400 RENTAL OF PROPERTY AND ANCILLARY ITEMS AT FAIR MARKET VALUE 0 BLANCHE REDNOR MEMBER OF THE BOARD 77400 RENTAL OF PROPERTY AND ANCILLARY ITEMS AT FAIR MARKET VALUE 0 BARBARA WALD MEMBER OF THE BOARD 77400 RENTAL OF PROPERTY AND ANCILLARY ITEMS AT FAIR MARKET VALUE 0 FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT PREPARES THE BASE INFORMATION. MANAGEMENT SENDS THE PREPARED INFORMATION TO A THIRD PARTY FOR REVIEW AND SUBMISSION. ONCE THE THIRD PARTY COMPLETES THE FORM, THEY MEET WITH THE BOARD AND STAFF TO REVIEW FINAL 990 FORM. ONCE THE FORM IS APPROVED IT IS SUBMITTED. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH THE BOARD. THEY HAVE QUARTERLY COMPLIANCE REVIEW MEETINGS RAN BY THE COMPLIANCE OFFICER. FORM 990, PART VI, SECTION B, LINE 15A PANPHA WAGE SURVEY WAS USED TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 108,066. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. MARTINS RUN HOME PARTNERS 11 MARTINS RUN MEDIA PA 19063 272268177 OPERATES A HOME CARE AGENCY. PA 501(C)(3) 9 MARTINS RUN 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MARTINS RUN HOME PARTNERS D 331523 FMV