Civic Intelligence

The Highlands at Wyomissing

990 • Fiscal year 2015 • EIN 22-2790840

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 06, 2015

Organization ProfileWWW.THEHIGHLANDS.ORG

View Organization Page

2000 Cambridge AvenueWyomissing, PA 19610-2714

(610) 775-2300

Siviq Scores

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Balance Sheet

Assets

Flat

$107,296,237

Flat from 2015

Net Assets

Flat

$30,109,688

Flat from 2015

Liabilities

Flat

$77,186,549

Flat from 2015

Revenue And Expenses

Revenue

Flat

$27,890,489

Flat from 2015

Expenses

Flat

$24,974,878

Flat from 2015

Net Income

Flat

$2,915,611

Flat from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0-$100MAssets 2010: $82,994,346Liabilities 2010: $84,424,066Net Assets 2010: -$1,429,7202010Assets 2011: $87,753,922Liabilities 2011: $76,599,897Net Assets 2011: $11,154,0252011Assets 2012: $90,270,756Liabilities 2012: $78,155,385Net Assets 2012: $12,115,3712012Assets 2013: $99,807,017Liabilities 2013: $81,112,871Net Assets 2013: $18,694,1462013Assets 2014: $106,524,674Liabilities 2014: $80,119,997Net Assets 2014: $26,404,6772014Assets 2015: $107,296,237Liabilities 2015: $77,186,549Net Assets 2015: $30,109,6882015Assets 2015: $107,296,237Liabilities 2015: $77,186,549Net Assets 2015: $30,109,6882015Assets 2016: $108,531,516Liabilities 2016: $76,477,570Net Assets 2016: $32,053,9462016Assets 2017: $114,563,581Liabilities 2017: $75,073,386Net Assets 2017: $39,490,1952017Assets 2018: $168,680,399Liabilities 2018: $123,234,937Net Assets 2018: $45,445,4622018Assets 2019: $171,951,504Liabilities 2019: $124,244,933Net Assets 2019: $47,706,5712019Assets 2020: $173,183,161Liabilities 2020: $121,790,058Net Assets 2020: $51,393,1032020Assets 2021: $190,939,842Liabilities 2021: $125,380,062Net Assets 2021: $65,559,7802021Assets 2022: $185,646,037Liabilities 2022: $129,530,968Net Assets 2022: $56,115,0692022Assets 2023: $197,443,766Liabilities 2023: $135,376,428Net Assets 2023: $62,067,3382023Assets 2024: $228,357,030Liabilities 2024: $158,903,120Net Assets 2024: $69,453,9102024

Highlighted filing

2015

Assets$107,296,237
Liabilities$77,186,549
Net Assets$30,109,688
Open 2015 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0Expenses 2010: $20,989,7482010Expenses 2011: $22,333,0372011Expenses 2012: $23,363,6772012Expenses 2013: $23,812,0962013Revenue 2014: $27,124,353Expenses 2014: $24,559,342Net Income 2014: $2,565,0112014Revenue 2015: $27,890,489Expenses 2015: $24,974,878Net Income 2015: $2,915,6112015Revenue 2015: $27,890,489Expenses 2015: $24,974,878Net Income 2015: $2,915,6112015Revenue 2016: $28,386,956Expenses 2016: $25,310,508Net Income 2016: $3,076,4482016Revenue 2017: $30,715,021Expenses 2017: $27,034,253Net Income 2017: $3,680,7682017Revenue 2018: $36,103,708Expenses 2018: $30,483,944Net Income 2018: $5,619,7642018Revenue 2019: $32,500,266Expenses 2019: $31,911,241Net Income 2019: $589,0252019Revenue 2020: $34,941,776Expenses 2020: $32,279,567Net Income 2020: $2,662,2092020Revenue 2021: $36,627,316Expenses 2021: $32,654,897Net Income 2021: $3,972,4192021Revenue 2022: $38,218,102Expenses 2022: $35,034,960Net Income 2022: $3,183,1422022Revenue 2023: $39,226,931Expenses 2023: $36,983,519Net Income 2023: $2,243,4122023Revenue 2024: $40,007,359Expenses 2024: $38,791,274Net Income 2024: $1,216,0852024

Highlighted filing

2015

Revenue$27,890,489
Expenses$24,974,878
Net Income$2,915,611
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 6, 2015
Return Version
2014v5.0
Gross Receipts
$39,718,319
Mission and Program Overview

Mission

Continuing care retirement community

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$49,836,347$52,518,509▲ $2,682,162
Land, Buildings, and Equipment, Net$51,341,058$50,745,211▼ $595,847
Accounts Receivable$3,127,512$2,486,006▼ $641,506
Savings and Temporary Cash Investments$1,485,100$814,865▼ $670,235
Prepaid Expenses and Deferred Charges$291,140$318,234▲ $27,094
Inventories for Sale or Use$282,235$254,768▼ $27,467
Total Assets$106,524,674$107,296,237▲ $771,563
Other Assets Total$161,282$158,644▼ $2,638
Liabilities
Other Liabilities$69,778,562$70,578,500▲ $799,938
Accounts Payable and Accrued Expenses$7,170,338$4,157,552▼ $3,012,786
Deferred Revenue$3,171,097$2,450,497▼ $720,600
Total Liabilities$80,119,997$77,186,549▼ $2,933,448
Net Assets / Fund Balance
Unrestricted Net Assets$26,359,102$30,061,174▲ $3,702,072
Temporarily Rstr Net Assets$45,575$48,514▲ $2,939
Total Net Assets Fund Balance$26,404,677$30,109,688▲ $3,705,011
Total Liabilities and Net Assets / Fund Balance$106,524,674$107,296,237▲ $771,563

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$44,672,037$39,437,445$84,109,482
Equipment$2,356,878$8,423,661$10,780,539
Other Land Buildings$1,993,392$860,787$2,854,179
Land$1,722,904-$1,722,904

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$8,057,597$1,103,778▲ $170,946$106,935$9,095,864
2013$7,045,656$207,638▲ $1,045,156$101,549$8,057,597
2012$6,046,217$722,034▲ $512,775$201,770$7,045,656
2011$5,874,453$175,296▲ $320,186$292,462$6,046,217
2010$5,120,300$173,673▲ $898,638$288,589$5,874,453
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
D Clint MatthewsFormer Dir/c--$1,355,822$1,355,822
Richard W JonesFormer Dir/c--$887,686$887,686
Therese SucherDirector/COO--$735,332$735,332
Kevin P DeacostaPresident/ceFT$204,616$58,705$263,321
Kevin P DeacostaPresident/CEO-$204,616$58,705$263,321
Jodi a GibbleDirector ofFT$134,244$48,285$182,529
Therese SucherDirector/COO Related-$134,244$48,285$182,529
Stephen R MurrayDirector ofFT$119,451$42,964$162,415
Jodi a GibbleDirector of Marketng-$119,451$42,964$162,415
Stephen R MurrayDirector of Dietary-$111,886$40,243$152,129

Board Members and Trustees

NameTitle
David L ThunChair
Gerald P MalickVice Chair
Edward BarrettDirector
Margaret M PendergastDirector
Paul R RoedelDirector
Sherry SangerDirector
Steve a BobickDirector
Timothy G Dietrich EsqDirector
Marianne PessognelliCFO
D Clint MatthewsFormer Dir/CEO Reltd
Richard W JonesFormer Dir/CFO Reltd
Rev Elton RichardsSecretary
Michael a HajostTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ccs Building GroupApt Refurbish100 WILLOW VALLEY LAKES DR, Willow Street, PA 17584$1,754,682
Select Medical Rehabilitation ServicTherapy ServicePO BOX 643920, Pittsburgh, PA 15264$750,923
Dolan Construction INCConstruction Se401 S 13TH ST, Reading, PA 19602-2027$444,736
Sodexo INC And AffiliatesSupport ServicePO BOX 360170, Pittsburgh, PA 15251-6170$358,781
Aramark Facility ServicesSupport ServicePO BOX 33170, Newark, NJ 07188-0170$223,761
Revenue and Support

Revenue Composition

Contributions and Grants
$996,522
Program Service Revenue
$25,134,278
Investment Income
$1,156,315
Other Revenue
$603,374
All Other Contributions
$996,522
Change in Net Assets
$2,915,611

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,890,489
Revenue Not Reported on Form 990
$789,413
Total Revenue per Audited Statements
$28,679,902
Total Revenue per Form 990
$27,890,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,234,798
Salaries, Compensation, and Employee Benefits$11,740,080
Total Fundraising Expense$228
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,770,303$656,460-$8,426,763
Depreciation Depletion$3,513,837--$3,513,837
Occupancy$2,590,617--$2,590,617
All Other Expenses$2,072,310$144,350-$2,216,660
Other Employee Benefits$1,699,046$358,816-$2,057,862
Interest$1,302,763--$1,302,763
Payroll Taxes$567,190$43,654-$610,844
Pension Plan Contributions$341,556$24,838-$366,394
Other Expenses$636,894$337,116-$337,116
Current Officers, Directors, Trustees, and Key Employees-$278,217-$278,217
Fees for Services Accounting-$50,400-$50,400
Fees for Services Legal-$44,665-$44,665
Conferences and Meetings$30,190$11,535-$41,725
Travel$18,277--$18,277
Fees for Services Other--$228$228
Total Functional Expenses$23,024,599$1,950,051$228$24,974,878

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$24,974,891
Expenses per Audited Statements$24,974,878
Total Expenses per Form 990$24,974,878
Expenses Not Reported on Form 990$13
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable - Related Party$36,538,745
Deferred Revenue$19,453,831
Refundable Entrance Fees$14,585,924
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed prior to filing by cfo and staff. The form 990 is reviewed by both the finance committee of the board of directors and the full board of directors and is approved by the full board of directors prior to filing.”

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.”

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.”

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.”

Form 990, Page 6, Part VI, Line 19

“Documents made available upon request.”

Filing and Contact Details

Filer

Filer Name
The Highlands at Wyomissing
EIN
22-2790840
Phone
6107752300
Address
2000 CAMBRIDGE AVENUE, WYOMISSING, PA 19610-2714

Signing Officer

Name
Marianne Pessognelli
Title
Chief Financial Officer
Phone
6107752300
Signed
2015-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin P Deacosta President
Formed
1989
Legal Domicile
Pa
Voting Board Members
11
Independent Board Members
5
Employees
529
Volunteers
88

Preparer

Firm
Rice CPA
Address
200 SPRING RIDGE DR STE 102, WYOMISSING, PA 19610-3334
Preparer
C Robert Rice Jr
Phone
6103742595
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Provide recreational activities for elderly residents”

Form 990, Part XI

“Line 9 other changes in net assets restricted contributions received 2,939 prior year adjustment 227,697 total other changes in net assets 230,636”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The endowment fund was established to preserve, increase, distribute and utilize the assets of the endowment fund for the benefit of the residents and community of the highlands in accordance with the determinations and directions of the board. To date, the fund has been utilized to provide financial assistance to residents who through no fault of their own demonstrate an inability to pay the monthly service fee and other charges related to their residency.”

Schedule D, Page 4, Part XI, Line 2D

“Net changes in temporary restricted net assets 2,939 prior year adjustment 227,697”

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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$107,296,237
Liabilities
$77,186,549
Net assets
$30,109,688
Revenue
$27,890,489
Expenses
$24,974,878
Net income
$2,915,611
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$228$159$69.5$40.0$38.8$1.22
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$197$135$62.1$39.2$37.0$2.24
2022Detailed filing. Detailed filing data is available for this year.$186$130$56.1$38.2$35.0$3.18
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$191$125$65.6$36.6$32.7$3.97
2020Detailed filing. Detailed filing data is available for this year.$173$122$51.4$34.9$32.3$2.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$172$124$47.7$32.5$31.9$0.59
2018Detailed filing. Detailed filing data is available for this year.$169$123$45.4$36.1$30.5$5.62
2017Detailed filing. Detailed filing data is available for this year.$115$75.1$39.5$30.7$27.0$3.68
2016Detailed filing. Detailed filing data is available for this year.$109$76.5$32.1$28.4$25.3$3.08
2015Detailed filing. Detailed filing data is available for this year.$107$77.2$30.1$27.9$25.0$2.92
2015Detailed filing. Detailed filing data is available for this year.$107$77.2$30.1$27.9$25.0$2.92
2014Detailed filing. Detailed filing data is available for this year.$107$80.1$26.4$27.1$24.6$2.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$99.8$81.1$18.7$23.8
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$90.3$78.2$12.1$23.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.8$76.6$11.2$22.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$83.0$84.4$1.43$21.0