2011-11-14T10:14:24-06:00 2010-12-31 PARENTEBEARD LLC 1869 CHARTER LANE STE 301 LANCASTER PA 17601 990 2010-01-01 231365176 UNITED ZION RETIREMENT COMMUNITY UNIT 7176262071 722 FURNACE HILLS PIKE LITITZ PA 17543 PHILIP BURKHOLDER 7176262071 2011-10-26 1 MICHAEL S FREY 7173935696 2010 2016-02-24 21:20:13Z PHILIP BURKHOLDER 722 FURNACE HILLS PIKE LITITZ PA 17543 14887938 0 X WWW.UZRC.ORG X 1905 PA SUPERIOR QUALITY SERVICES BASED ON CHRISTIAN PRINCIPLES 9 9 199 66 0 0 186166 61229 7197622 7218296 -1052357 594216 25342 10230 6356773 7883971 0 0 0 0 3791481 4081864 0 0 8371 2694548 2822604 6486029 6904468 -129256 979503 18046448 18801310 9888149 9588130 8158299 9213180 X OUR MISSION IS TO PROVIDE SUPERIOR QUALITY SERVICES TO THE AGING, BASED ON CHRISTIAN PRINCIPLES, IN A LOVING CARING COMMUNITY ENCOURAGING INDEPENDENCE, PROMOTING WELLNESS AND PRESERVING HUMAN DIGNITY. 0 0 6144136 7218296 PROVISION OF HOUSING, HEALTHCARE AND OTHER RELATED SERVICES TO THE ELDERLY. FOR 2010 IN THE NURSING FACILITY, 46% OF THE 21,088 RESIDENT DAYS WERE PAID BY MEDICAL ASSISTANCE. IN PERSONAL CARE, 18% OF THE 10,146 DAYS WERE BENEVOLENT FUNDS. THE COMMUNITY PROVIDES CARE TO RESIDENTS WHO MEET CERTAIN CRITERIA AT AMOUNTS LESS THAN ITS ESTABLISHED RATES. BECAUSE THE COMMUNITY DOES NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, SUCH AMOUNTS ARE NOT REPORTED AS REVENUES. BENEVOLENT CARE TOTALED $897,629 FOR THE YEAR ENDED DECEMBER 31, 2010, INCLUDING CONTRACTUAL ALLOWANCES RELATED TO MEDICAID OF $587,306. 6144136 1 1 0 1 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 199 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X NATHANIEL WEBER CONTROLLER 7176262071 722 FURNACE HILLS PIKE LITITZ PA 17543 REV LEON EBERLY 1.00 X X 0 0 0 JOHN E FRY 1.00 X X 0 0 0 LEON KURTZ 1.00 X X 0 0 0 JOHN BASHORE 1.00 X X 0 0 0 NEIL COPENHAVER 1.00 X 0 0 0 ELMER WEAVER 1.00 X 0 0 0 EDWIN MONTIJO 1.00 X 0 0 0 LUISE READING 1.00 X 0 0 0 BARRY HOFFER 1.00 X 0 0 0 PHILIP BURKHOLDER 37.50 X 105404 0 17393 AMY SULLIVAN 37.50 X 57443 0 24802 162847 0 42195 1 0 0 0 REHABCARE 7733 FORSYTH BLVD SUITE 2300 ST LOUIS MO 63105 THERAPY - PT, OT, ST 302277 ARAMARK 1101 MARKET STREET PHILADELPHIA PA 19107 MGT OF HOUSEKEEPING, LAUNDRY, AND MAINT. 178971 2 61229 61229 RESIDENT REVENUE 623000 7218296 7218296 7218296 240637 240637 12000 12585 -585 -585 -585 7344961 6915864 75518 429097 -75518 353579 353579 MISCELLANEOUS REVENUE 623000 8315 8315 APPLICATION FEES 623000 2500 2500 10815 7883971 7218296 0 604446 205042 178202 21103 5737 2990277 2757090 231331 1856 59232 32219 27013 518012 460871 56908 233 309301 290328 18428 545 12898 12898 40732 40732 478 478 71275 71275 550389 506917 43472 10360 3307 7053 613815 566811 47004 24095 953 23142 695640 577636 118004 18048 15306 2742 634827 634827 5500 5500 STATE NH ASSESSMENT TAX 106443 106443 LICENSE, FEES, DUES, SU 20682 4335 16347 MISCELLANEOUS 14178 663 13515 SPECIAL FUNCTIONS 3244 2728 516 6904468 6144136 751961 8371 500 502 829420 1291775 373139 387245 113231 95598 13018412 4512195 8977259 8506217 7581417 8091791 98342 87800 73140 340382 18046448 18801310 385289 553378 2245152 2230649 6947800 6516144 4485 3170 30000 30000 275423 254789 9888149 9588130 X 5912657 6964581 10500 10500 2235142 2238099 8158299 9213180 18046448 18801310 X 979503 75378 X X 0 1 1 X 0 X 158110 76605 115099 186166 61229 597209 6007167 6384965 6632231 7197622 7218296 33440281 13168 13168 6165277 6461570 6747330 7396956 7279525 34050658 1025 1375 4840 100 125 7465 0 1025 1375 4840 100 125 7465 34043193 343246 593236 237150 185956 252637 1612225 343246 593236 237150 185956 252637 1612225 131945 88667 226545 10815 457972 6640468 7143473 7211025 7582912 7542977 36120855 0.94250 0.93680 0.04460 0.04230 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISC. INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 478 478 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: UNITED ZION PAYS DUES TO THE ORGANIZATIONS PANPHA AND AAHSA. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID BY UNITED ZION THAT IS ALLOCABLE TO LOBBYING IS $478. 0 1 2166487 132997 132997 2166487 2230300 510948 574761 2166487 2769394 150 -336789 202455 2230300 0.00000 1.00000 0.00000 0 0 287955 287955 11338628 3692626 7646002 1372426 819569 552857 19403 19403 8506217 INTEREST RATE SWAP AGREEMENTS 94884 GIFT ANNUITIES 159305 SECURITY DEPOSITS - RENTALS 600 254789 7883971 6904468 979503 72421 2957 75378 1054881 7984212 72421 2957 75378 7908834 50655 -75518 -24863 7883971 6929331 75518 75518 6853813 50655 50655 6904468 PART IV, LINE 2B: THE ORGANIZATION HOLDS FUNDS FOR ITS RESIDENTS IN CUSTODIAL ACCOUNTS. THE AMOUNTS ARE REPORTED AS BOTH ASSETS AND LIABILITIES ON THE ORGANIZATION'S BOOKS. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ENDOWMENT FUND IS HELD TO BENEFIT RESIDENTS WHO MAY NEED AID. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE COMMUNITY FOLLOWS THE PROVISIONS OF ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH PRESCRIBES 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. THE PROVISION ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURES. MANAGEMENT HAS DETERMINED THAT THESE PROVISIONS DO NOT HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE COMMUNITY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2009, 2008, AND 2007 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 2,957. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 2,957. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS FROM SALE OF ASSETS -75,518. PART XIII, LINE 2D - OTHER ADJUSTMENTS: LOSS FROM SALE OF ASSETS 75,518. LANCASTER INDUSTRIAL DEVELOPMENT AUTHORITY 231884507 514349BL2 2005-06-14 5785000 REFINANCE OF PRIOR BOND ISSUE 0 0 0 5785000 92242 57380 3947 2005 1 0 1 1 0 0 0 0 1 0.00000 0.00000 0.00000 1 0 1 0 0 0 0 FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE ELECTED AT THE GENERAL CONFERENCE OF THE UNITED ZION CHURCH. FORM 990, PART VI, SECTION B, LINE 11 AN ELECTRONIC COPY OF THE FORM 990 IS SENT TO EACH VOTING BOARD MEMBER AND EACH OFFICER FOR REVIEW PRIOR TO FILING. THESE RECIPIENTS ARE REQUESTED TO ACKNOWLEDGE THAT THEY HAVE REVIEWED THIS FORM. FORM 990, PART VI, SECTION B, LINE 12C UNITED ZION RETIREMENT COMMUNITY'S CORPORATE COMPLIANCE OFFICER CONVENES A QUARTERLY MEETING OF THE CORPORATE COMPLIANCE COMMITTEE. NUMEROUS AUDITS AND CHECKS ARE PERFORMED TO ASSURE COMPLIANCE. THE CORPORATE COMPLIANCE OFFICER REPORTS DIRECTLY AND INDEPENDENTLY TO THE BOARD OF DIRECTORS. IF A POTENTIAL CONFLICT IS IDENTIFIED, THE BOARD MEMBER OR OFFICER ABSTAINS FROM A VOTED RELATED TO THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 A PERFORMANCE ASSESSMENT IS COMPLETED ANNUALLY ON THE EXECUTIVE DIRECTOR BY THE BOARD OF DIRECTORS' PERSONNEL COMMITTEE. THE COMMITTEE REVIEWS WAGE DATA FROM THE STATE TRADE ASSOCIATION, PANPHA, AS PART OF THE REVIEW. UPON COMPLETION OF THE REVIEW, THE BOARD APPROVES THE EXECUTIVE DIRECTOR'S COMPENSATION. UNITED ZION MAINTAINS A JOB DESCRIPTION AND PERFORMANCE ASSESSMENT FORM FOR EACH STAFF POSITION. A PERFORMANCE ASSESSMENT IS COMPLETED ANNUALLY BY THE EMPLOYEE'S MANAGER AND COMPENSATION INCREASES ARE INCORPORATED INTO THE ANNUAL BUDGET, WHICH IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 RESIDENTS OF THE UNITED ZION RETIREMENT COMMUNITY ARE GIVEN AN ANNUAL DISCLOSURE STATEMENT AS REQUIRED BY THE PENNSYLVANIA DEPARTMENT OF INSURANCE. AN ANNUAL WRITTEN FINANCIAL REPORT IS ALSO SUBMITTED TO THE UNITED ZION GENERAL CONFERENCE WHICH APPOINTS THE COMMUNITY'S BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR IS REQUIRED TO BE PRESENT DURING THE SUBMITTAL OF THE FINANCIAL REPORT TO ANSWER QUESTIONS ABOUT THE REPORT. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 72,421. CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERPETUAL TRUST 2,957. TOTAL TO FORM 990, PART XI, LINE 5: 75,378. AUDIT OVERSIGHT FORM 990, PART XII, LINE 2C THE ORGANIZATION DOES NOT HAVE A SPECIFIED AUDIT COMMITTEE. THE EXECUTIVE DIRECTOR IS RESPONSIBLE FOR RECOMMENDING AN INDEPENDENT AUDITOR TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS BASES ITS DECISION ON THE EXECUTIVE DIRECTOR'S RECOMMENDATION.