Civic Intelligence

The Highlands at Wyomissing

990 • Fiscal year 2017 • EIN 22-2790840

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 05, 2017

Organization ProfileWWW.THEHIGHLANDS.ORG

View Organization Page

2000 Cambridge AvenueWyomissing, PA 19610-2714

(610) 775-2300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

76th percentile

0.66x

Higher debt load relative to assets than 76% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

2.44x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Net Margin

71st percentile

12%

Higher net margin than 71% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

79th percentile

$1,011,657

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2017

Asset Growth

48th percentile

5.6%

Faster asset growth than 48% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

60th percentile

8.2%

Faster revenue growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$114,563,581

Up $6,032,065 (+5.6%) from 2016

Net Assets

Up

$39,490,195

Up $7,436,249 (+23%) from 2016

Liabilities

Down

$75,073,386

Down $1,404,184 (-1.8%) from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin71st percentile

Revenue

Up

$30,715,021

Up $2,328,065 (+8.2%) from 2016

Expenses

Up

$27,034,253

Up $1,723,745 (+6.8%) from 2016

Net Income

Up

$3,680,768

Up $604,320 (+20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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 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

2017

Assets$114,563,581
Liabilities$75,073,386
Net Assets$39,490,195
Open 2017 Filing

Operations Trend

Revenue Growth60th percentile

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 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

2017

Revenue$30,715,021
Expenses$27,034,253
Net Income$3,680,768
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 5, 2017
Return Version
2016v3.1
Gross Receipts
$33,492,750
Mission and Program Overview

Mission

Continuing care retirement community

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$52,507,156$58,124,466▲ $5,617,310
Land, Buildings, and Equipment, Net$50,496,678$50,955,559▲ $458,881
Accounts Receivable$3,109,955$3,597,261▲ $487,306
Savings and Temporary Cash Investments$1,662,351$1,444,312▼ $218,039
Prepaid Expenses and Deferred Charges$430,267$267,364▼ $162,903
Inventories for Sale or Use$168,829$174,619▲ $5,790
Total Assets$108,531,516$114,563,581▲ $6,032,065
Other Assets Total$156,280--
Liabilities
Other Liabilities$70,544,199$70,534,930▼ $9,269
Accounts Payable and Accrued Expenses$4,027,022$3,225,887▼ $801,135
Deferred Revenue$1,906,349$1,312,569▼ $593,780
Total Liabilities$76,477,570$75,073,386▼ $1,404,184
Net Assets / Fund Balance
Unrestricted Net Assets$32,002,090$39,437,029▲ $7,434,939
Temporarily Rstr Net Assets$51,856$53,166▲ $1,310
Total Net Assets Fund Balance$32,053,946$39,490,195▲ $7,436,249
Total Liabilities and Net Assets / Fund Balance$108,531,516$114,563,581▲ $6,032,065

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$44,533,688$45,855,497$90,389,185
Equipment$2,230,609$9,155,259$11,385,868
Other Land Buildings$2,468,358$1,052,600$3,520,958
Land$1,722,904-$1,722,904

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$9,170,852$139,114▲ $820,831$280,300$9,792,964
2015$9,095,864$57,316▲ $332,606$193,182$9,170,852
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
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Therese SucherDirector/COO--$1,011,657$1,011,657
Gary F ConnerDirector/CFO--$842,829$842,829
Kevin P DeacostaPresident/ceFT$260,456$77,277$337,733
Gary F ConnerDirector/CFO Related-$260,456$77,277$337,733
Jodi a GibbleDirector ofFT$136,314$50,344$186,658
Kevin P DeacostaPresident/CEO-$136,314$50,344$186,658
Stephen R MurrayDirector ofFT$124,664$46,041$170,705
Therese SucherDirector/COO Related-$124,664$46,041$170,705
Jodi a GibbleDirector of Marketng-$118,212$43,658$161,870
Craig ShellyNursing CareFT$112,054$41,384$153,438
Stephen R MurrayDirector of Dietary-$112,054$41,384$153,438

Board Members and Trustees

NameTitle
David L ThunChair
Timothy G Dietrich EsqVice Chair
Anne M Flynn MdDirector
Barbara J KlineDirector
June T MaierDirector
Sherry SangerDirector
Steve a BobickDirector
Gerald P MalickAssistant Se
Marianne PessognelliCFO
Craig ShellyNursing Care Admin
John W Gruber MdSecretary
Edward C BarrettTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ccs Building GroupApt Refurbish100 WILLOW VALLEY LAKES DR, Willow Street, PA 17584$2,606,350
Encore Rehabilitation ServicTherapy ServicePO BOX 643920, Pittsburgh, PA 15264$769,863
Sodexo INC And AffiliatesSupport ServicePO BOX 360170, Pittsburgh, PA 15251-6170$656,592
Martins FlooringHallway Refurb608 DWIGHT RD, Denver, PA 17517$445,333
Sfcs INCArchitect/plan305 S JEFFERSON ST, Roanoke, VA 24011$402,994
Revenue and Support

Revenue Composition

Contributions and Grants
$71,887
Program Service Revenue
$27,398,175
Investment Income
$1,949,234
Other Revenue
$1,295,725
All Other Contributions
$71,887
Change in Net Assets
$3,680,768

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,715,021
Revenue Not Reported on Form 990
$3,755,486
Total Revenue per Audited Statements
$34,470,507
Total Revenue per Form 990
$30,715,021
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,602,734
Salaries, Compensation, and Employee Benefits$13,431,519
Total Fundraising Expense$14,075
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,701,583$708,367-$9,409,950
Depreciation Depletion$3,731,598--$3,731,598
Other Employee Benefits$2,056,949$556,073-$2,613,022
Occupancy$2,490,151--$2,490,151
All Other Expenses$1,806,680$544,620-$2,351,300
Interest$1,196,809--$1,196,809
Payroll Taxes$637,987$43,989-$681,976
Other Expenses$406,063--$406,063
Pension Plan Contributions$341,447$28,456-$369,903
Current Officers, Directors, Trustees, and Key Employees-$356,668-$356,668
Conferences and Meetings$37,623$14,872-$52,495
Fees for Services Accounting-$50,400-$50,400
Travel$29,691--$29,691
Fees for Services Legal-$19,244-$19,244
Fees for Services Other--$14,075$14,075
Total Functional Expenses$24,697,489$2,322,689$14,075$27,034,253

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$27,034,253
Total Expenses per Form 990$27,034,253
Total Expenses per Audited Statements$27,034,248
Expenses Not Reported on Form 990$-5
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
John W Gruber MdRes Brd MemberPd Monthly Res FeesNo$68,050
Gerald P Malick MdRes Brd MemberPd Monthly Res FeesNo$66,190
Barbara J KlineRes Brd MemberPd Monthly Res FeesNo$62,064
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable - Related Party$33,493,805
Deferred Revenue$20,939,005
Refundable Entrance Fees$16,102,120
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
Yes
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
No
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
CFO
Phone
6107752300
Signed
2017-01-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kevin P Deacosta
Formed
1989
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
9
Employees
535
Volunteers
82

Preparer

Firm
Rice CPA Pc
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

“Restricted contributions received 28,456 net assets released from restriction -27,146 total 1,310”

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 1,310”

Raw XML AppendixShowing 400 of 816 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$114,563,581
Liabilities
$75,073,386
Net assets
$39,490,195
Revenue
$30,715,021
Expenses
$27,034,253
Net income
$3,680,768
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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)3 • $100M-$250M nonprofits