Civic Intelligence

Evangelical Manor

990 • Fiscal year 2020 • EIN 23-0563550

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 05, 2021

626 Jacksonville Road No 200Warminster, PA 18974

(215) 354-0565

Siviq Scores

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

Liabilities / Assets

96th percentile

1.19x

Higher debt load relative to assets than 96% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

85th percentile

1.70x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

18th percentile

-11%

Higher net margin than 18% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

90th percentile

$474,996

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

6th percentile

-10%

Faster asset growth than 6% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

6.5%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Down

$22,334,803

Down $2,561,191 (-10%) from 2019

Net Assets

Down

-$4,242,184

Down $1,619,314 (-62%) from 2019

Liabilities

Down

$26,576,987

Down $941,877 (-3.4%) from 2019

Revenue

Up

$15,630,702

Up $956,745 (+6.5%) from 2019

Expenses

Up

$17,287,663

Up $17,137 (+0.1%) from 2019

Net Income

Up

-$1,656,961

Up $939,608 (+36%) from 2019

Historical Trend

Balance Sheet Trend

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

$40M$20M$0-$20MAssets 2010: $30,371,982Liabilities 2010: $26,118,060Net Assets 2010: $4,253,9222010Assets 2011: $30,681,168Liabilities 2011: $25,239,832Net Assets 2011: $5,441,3362011Assets 2012: $29,944,365Liabilities 2012: $25,054,630Net Assets 2012: $4,889,7352012Assets 2013: $29,454,689Liabilities 2013: $25,179,481Net Assets 2013: $4,275,2082013Assets 2014: $27,460,949Liabilities 2014: $23,464,939Net Assets 2014: $3,996,0102014Assets 2015: $26,606,845Liabilities 2015: $23,351,457Net Assets 2015: $3,255,3882015Assets 2016: $24,696,916Liabilities 2016: $21,867,332Net Assets 2016: $2,829,5842016Assets 2017: $26,559,800Liabilities 2017: $24,854,700Net Assets 2017: $1,705,1002017Assets 2018: $26,399,328Liabilities 2018: $26,651,979Net Assets 2018: -$252,6512018Assets 2019: $24,895,994Liabilities 2019: $27,518,864Net Assets 2019: -$2,622,8702019Assets 2020: $22,334,803Liabilities 2020: $26,576,987Net Assets 2020: -$4,242,1842020Assets 2021: $21,826,536Liabilities 2021: $26,236,105Net Assets 2021: -$4,409,5692021Assets 2022: $20,996,689Liabilities 2022: $28,732,907Net Assets 2022: -$7,736,2182022Assets 2023: $21,395,811Liabilities 2023: $31,410,936Net Assets 2023: -$10,015,1252023Assets 2024: $20,918,757Liabilities 2024: $34,127,800Net Assets 2024: -$13,209,0432024

Highlighted filing

2020

Assets$22,334,803
Liabilities$26,576,987
Net Assets-$4,242,184

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $12,192,5452010Expenses 2011: $12,537,9952011Expenses 2012: $13,418,3272012Revenue 2013: $13,232,569Expenses 2013: $13,950,310Net Income 2013: -$717,7412013Revenue 2014: $14,290,604Expenses 2014: $14,686,929Net Income 2014: -$396,3252014Revenue 2015: $14,332,635Expenses 2015: $15,076,303Net Income 2015: -$743,6682015Revenue 2016: $14,079,324Expenses 2016: $14,756,102Net Income 2016: -$676,7782016Revenue 2017: $14,783,072Expenses 2017: $15,500,436Net Income 2017: -$717,3642017Revenue 2018: $15,086,599Expenses 2018: $16,912,042Net Income 2018: -$1,825,4432018Revenue 2019: $14,673,957Expenses 2019: $17,270,526Net Income 2019: -$2,596,5692019Revenue 2020: $15,630,702Expenses 2020: $17,287,663Net Income 2020: -$1,656,9612020Revenue 2021: $16,413,421Expenses 2021: $16,619,213Net Income 2021: -$205,7922021Revenue 2022: $14,275,493Expenses 2022: $17,382,771Net Income 2022: -$3,107,2782022Revenue 2023: $15,352,707Expenses 2023: $17,701,118Net Income 2023: -$2,348,4112023Revenue 2024: $17,283,065Expenses 2024: $20,051,915Net Income 2024: -$2,768,8502024

Highlighted filing

2020

Revenue$15,630,702
Expenses$17,287,663
Net Income-$1,656,961
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 5, 2021
Return Version
2020v4.1
Gross Receipts
$15,644,484
Mission and Program Overview

Mission

To make a compelling difference in the lives of our residents through providing excellence and innovation in aging services.

The organization operates a non-profit continuing care retirement community, including independent apartments, personal care apartments, and a skilled nursing facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$19,007,452$18,129,681▼ $877,771
Investments in Publicly Traded Securities$4,028,837$3,178,928▼ $849,909
Accounts Receivable$1,295,269$749,173▼ $546,096
Cash and Non-Interest-Bearing Accounts$448,548$147,235▼ $301,313
Prepaid Expenses and Deferred Charges$51,649$53,699▲ $2,050
Total Assets$24,895,994$22,334,803▼ $2,561,191
Other Assets Total$64,239$76,087▲ $11,848
Liabilities
Tax Exempt Bond Liabilities$20,343,714$20,067,602▼ $276,112
Other Liabilities$2,330,765$2,619,948▲ $289,183
Accounts Payable and Accrued Expenses$2,838,959$2,310,164▼ $528,795
Deferred Revenue$1,879,455$1,458,258▼ $421,197
Escrow Account Liability$125,971$121,015▼ $4,956
Total Liabilities$27,518,864$26,576,987▼ $941,877
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-2,622,870$-4,242,184▼ $1,619,314
Total Net Assets Fund Balance$-2,622,870$-4,242,184▼ $1,619,314
Total Liabilities and Net Assets / Fund Balance$24,895,994$22,334,803▼ $2,561,191

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$17,439,877$24,507,548$41,947,425
Equipment$499,970$4,578,706$5,078,676
Land$126,629-$126,629
Other Land Buildings$63,205$59,259$122,464
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Suzanne LachmanExecutive DirectorFT$161,484$13,843$175,327
Seema FrancisDirector of NursingFT$126,124$12,124$138,248
Jaimie JamesSpeech TherapistFT$111,827$5,431$117,258
Frank CasperPhysical TherapistFT$104,564$11,197$115,761

Board Members and Trustees

NameTitle
Jeff PettyPresident and CEO
Ken FraniakCFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Industrial MechanicalMechanical Contractor240 TANNER AVE, Hatboro, PA 19040$322,292
Revenue and Support

Revenue Composition

Contributions and Grants
$1,364,172
Program Service Revenue
$14,139,665
Investment Income
$49,870
Other Revenue
$76,995
Change in Net Assets
$-1,656,961

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,630,702
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$29,320
Total Revenue per Audited Statements
$15,660,022
Total Revenue per Form 990
$15,630,702
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,580,685
Other Expenses$6,650,371
Grants and Similar Amounts Paid$56,607
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$7,645,014$833,648-$8,478,662
Depreciation Depletion$1,023,103$255,776-$1,278,879
Interest$847,658$211,915-$1,059,573
Other Employee Benefits$694,810$204,222-$899,032
Payroll Taxes$600,023$196,580-$796,603
Occupancy$695,533$26,784-$722,317
Fees for Services Other$347,900$133,116-$481,016
Office Expenses$432,700$39,425-$472,125
Fees for Services Management-$375,977-$375,977
Pension Plan Contributions$204,655$26,406-$231,061
Fees for Services Legal-$229,128-$229,128
Advertising-$192,316-$192,316
Current Officers, Directors, Trustees, and Key Employees$175,327--$175,327
Insurance-$92,729-$92,729
Grants to Domestic Individuals$56,607--$56,607
Other Expenses$21,048$12,015-$33,063
All Other Expenses$9,860$17,916-$27,776
Fees for Services Accounting-$27,000-$27,000
Fees for Service Investment Mgmnt Fees-$13,459-$13,459
Travel$16$661-$677
Total Functional Expenses$13,851,998$3,435,665$0$17,287,663

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$17,287,663
Expenses per Audited Statements$17,231,056
Total Expenses per Audited Statements$17,231,056
Expenses Not Reported on Financial Statements$56,607
Other Expense Adjustments$56,607
Expenses Not Reported on Form 990$0
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
Due to Affliates$2,619,948

Bond Issues

BondIssuerIssuedIssue PricePurpose
APhiladelphia Authority for Industrial Development2017-08-15$20,969,541Refinancing and capital projects

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$20,970,274$17,491,633-$323,629

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1

The board of trustees may delegate from time to time certain powers to the chair and executive committee as may be needed or as may be required to transact business on behalf of the corporation.

Form 990, Part VI, Section A, Line 6

Evangelical services for the aging is sole member of the organization.

Form 990, Part VI, Section A, Line 7A

Evangelical services for the aging appoints the members of the governing body.

Form 990, Part VI, Section A, Line 7B

The following decisions of the governing body are subject to the approval by the board of directors of evangelical services for the aging: approval of the annual budget, the occurrence of debts not included in the approved budget, the purchase, sale, or lease by or to the corporation of real property, the creation or amendments to the contracts with residents or other users of corporate services, transfers of funds or property to other corporations for which evangelical services for the aging is the sole member, and any amendment to the corporation's amended and restated articles of incorporation or bylaws.

Form 990, Part VI, Section B, Line 11B

The 990 is reviewed by the finance committee and presented to the full board of directors before the return is filed with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

Board members and key staff are given a copy of the conflict of interest policy annually to review during the january board meeting. The policy outlines the guiding principles of the policy and disclosure requirements and procedures for dealing with conflicts of interest. In addition, board members and key staff are required to complete annual conflicts of interest and disclosure of related activities statements. "related" individuals shall not be placed in wesley enhanced living through employment, transfer, or promotion when such placement will result in one relative supervising another and/or having the responsibility to make or participate actively in making decisions regarding the "related" employee's employment status. Persons who have conflicts will be reviewed on a case-by-case basis and will abstain from both discussion and vote on any matter involving the conflict.

Form 990, Part VI, Section C, Line 19

The audited financial statements are available upon request. Requests for the governing documents and conflict of interest policy will be considered on a case-by-case basis.

Filing and Contact Details

Filer

Filer Name
Evangelical Manor
EIN
23-0563550
Phone
2153540565
Address
626 JACKSONVILLE ROAD NO 200, WARMINSTER, PA 18974
Doing Business As
Wesley Enhanced Living Pennypack Park

Signing Officer

Name
Michael Griffin
Title
CFO
Phone
2153540565
Signed
2021-11-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Petty
Formed
1888
Legal Domicile
Pa
Voting Board Members
3
Independent Board Members
0
Employees
362
Volunteers
5

Preparer

Firm
Baker Tilly US Llp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

Deposits include security deposits, priority deposits, and entrance fee deposits received from residents. No interest accrues on these deposits and they are refundable, less any expenses incurred on behalf of the resident.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Resident assistance -56,607.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Resident assistance 56,607.

Raw XML AppendixShowing 400 of 760 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02838959
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02310164
IRS990/AccountsReceivableGrp/BOYAmt01295269
IRS990/AccountsReceivableGrp/EOYAmt0749173
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE ORGANIZATION OPERATES A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, INCLUDING INDEPENDENT APARTMENTS, PERSONAL CARE APARTMENTS, AND A SKILLED NURSING FACILITY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0192316
IRS990/AdvertisingGrp/TotalAmt0192316
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt017916
IRS990/AllOtherExpensesGrp/ProgramServicesAmt09860
IRS990/AllOtherExpensesGrp/TotalAmt027776
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0MICHAEL GRIFFIN CFO
IRS990/BooksInCareOfDetail/PhoneNum02153540565
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0626 JACKSONVILLE ROAD NO 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0WARMINSTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd018974
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0448548
IRS990/CashNonInterestBearingGrp/EOYAmt0147235
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0175327
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0175327
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0322292
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0240 TANNER AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0HATBORO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0PA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd019040
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0INDUSTRIAL MECHANICAL
IRS990/ContractorCompensationGrp/ServicesDesc0MECHANICAL CONTRACTOR
IRS990/CreditCounselingInd01
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01364172
IRS990/CYGrantsAndSimilarPaidAmt056607
IRS990/CYInvestmentIncomeAmt049870
IRS990/CYOtherExpensesAmt06650371
IRS990/CYOtherRevenueAmt076995
IRS990/CYProgramServiceRevenueAmt014139665
IRS990/CYRevenuesLessExpensesAmt0-1656961
IRS990/CYSalariesCompEmpBnftPaidAmt010580685
IRS990/CYTotalExpensesAmt017287663
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt015630702
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01879455
IRS990/DeferredRevenueGrp/EOYAmt01458258
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0255776
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01023103
IRS990/DepreciationDepletionGrp/TotalAmt01278879
IRS990/Desc0THE ORGANIZATION OPERATES A NON-PROFIT CONTINUING CARE RETIREMENT COMMUNITY, WHICH INCLUDES THREE LEVELS OF CARE: INDEPENDENT LIVING, PERSONAL CARE AND A SKILLED NURSING FACILITY CONSISTING OF 72 APARTMENTS, 42 PERSONAL CARE UNITS, AND A 120 BED SKILLED NURSING FACILITY. THE COMMUNITY PROVIDES AGING SERVICES TO PROMOTE GENERAL HEALTH, WELFARE AND SECURITY FOR THE SENIOR RESIDENTS, AND TO PLAN AND DEVELOP NEW PROGRAMS AND SERVICES TO MEET THE EVOLVING SOCIAL, HEALTH AND PERSONAL NEEDS OF RESIDENTS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0WESLEY ENHANCED LIVING PENNYPACK PARK
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0362
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt0125971
IRS990/EscrowAccountLiabilityGrp/EOYAmt0121015
IRS990/ExpenseAmt013851998
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt027000
IRS990/FeesForServicesAccountingGrp/TotalAmt027000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0229128
IRS990/FeesForServicesLegalGrp/TotalAmt0229128
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0375977
IRS990/FeesForServicesManagementGrp/TotalAmt0375977
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0133116
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0347900
IRS990/FeesForServicesOtherGrp/TotalAmt0481016
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt013459
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013459
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt044.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt145.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt540.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt018177
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt113843
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220288
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt312124
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt45431
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt511197
IRS990/Form990PartVIISectionAGrp/PersonNm0KEN FRANIAK
IRS990/Form990PartVIISectionAGrp/PersonNm1SUZANNE LACHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2JEFF PETTY
IRS990/Form990PartVIISectionAGrp/PersonNm3SEEMA FRANCIS
IRS990/Form990PartVIISectionAGrp/PersonNm4JAIMIE JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANK CASPER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1161484
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3126124
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4111827
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt5104564
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0267350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2454708
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT AND CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR OF NURSING
IRS990/Form990PartVIISectionAGrp/TitleTxt4SPEECH THERAPIST
IRS990/Form990PartVIISectionAGrp/TitleTxt5PHYSICAL THERAPIST
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01888
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02586
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt01364172
IRS990/GrantAmt056607
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt056607
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt056607
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt016368
IRS990/GrossReceiptsAmt015644484
IRS990/GrossRentsGrp/RealAmt010000
IRS990/GroupExemptionNum03423
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt0733
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt0733
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt092729
IRS990/InsuranceGrp/TotalAmt092729
IRS990/InterestGrp/ManagementAndGeneralAmt0211915
IRS990/InterestGrp/ProgramServicesAmt0847658
IRS990/InterestGrp/TotalAmt01059573
IRS990/InvestmentIncomeGrp/ExclusionAmt046551
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046551
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04028837
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03178928
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt024
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt029145513
IRS990/LandBldgEquipBasisNetGrp/BOYAmt019007452
IRS990/LandBldgEquipBasisNetGrp/EOYAmt018129681
IRS990/LandBldgEquipCostOrOtherBssAmt047275194
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt013782
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt01294
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt01294
IRS990/MissionDesc0TO MAKE A COMPELLING DIFFERENCE IN THE LIVES OF OUR RESIDENTS THROUGH PROVIDING EXCELLENCE AND INNOVATION IN AGING SERVICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-2622870
IRS990/NetAssetsOrFundBalancesEOYAmt0-4242184
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02586
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02586
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt010000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt010000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt085927
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-2622870
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-4242184
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt026784
IRS990/OccupancyGrp/ProgramServicesAmt0695533
IRS990/OccupancyGrp/TotalAmt0722317
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt039425
IRS990/OfficeExpensesGrp/ProgramServicesAmt0432700
IRS990/OfficeExpensesGrp/TotalAmt0472125
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt064239
IRS990/OtherAssetsTotalGrp/EOYAmt076087
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0204222
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0694810
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0899032
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc3EMPLOYEE EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0546592
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt112015
IRS990/OtherExpensesGrp/ProgramServicesAmt0605983
IRS990/OtherExpensesGrp/ProgramServicesAmt1491761
IRS990/OtherExpensesGrp/ProgramServicesAmt221048
IRS990/OtherExpensesGrp/TotalAmt0605983
IRS990/OtherExpensesGrp/TotalAmt1546592
IRS990/OtherExpensesGrp/TotalAmt2491761
IRS990/OtherExpensesGrp/TotalAmt333063
IRS990/OtherLiabilitiesGrp/BOYAmt02330765
IRS990/OtherLiabilitiesGrp/EOYAmt02619948
IRS990/OtherRevenueMiscGrp/BusinessCd0623990
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0DINING SERVICE REVENUE
IRS990/OtherRevenueMiscGrp/Desc1INSURANCE PROCEEDS
IRS990/OtherRevenueMiscGrp/Desc2TRANSPORTATION REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt029915
IRS990/OtherRevenueMiscGrp/ExclusionAmt127967
IRS990/OtherRevenueMiscGrp/ExclusionAmt27694
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt030040
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt127967
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt27694
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0125
IRS990/OtherRevenueTotalAmt066995
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0833648
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07645014
IRS990/OtherSalariesAndWagesGrp/TotalAmt08478662
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0196580
IRS990/PayrollTaxesGrp/ProgramServicesAmt0600023
IRS990/PayrollTaxesGrp/TotalAmt0796603
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt026406
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0204655
IRS990/PensionPlanContributionsGrp/TotalAmt0231061
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051649
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt053699
IRS990/PrincipalOfficerNm0JEFF PETTY
IRS990/PriorPeriodAdjustmentsAmt0-48280
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/BusinessCd3623990
IRS990/ProgramServiceRevenueGrp/BusinessCd4623990
IRS990/ProgramServiceRevenueGrp/Desc0HEALTH CENTER
IRS990/ProgramServiceRevenueGrp/Desc1PERSONAL CARE
IRS990/ProgramServiceRevenueGrp/Desc2INDEPENDENT LIVING
IRS990/ProgramServiceRevenueGrp/Desc3ENTRY FEE AMORTIZATION
IRS990/ProgramServiceRevenueGrp/Desc4ASSESSEMENT REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09952984
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11772190
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21535604
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3548074
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt4330813
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09952984
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11772190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21535604
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3548074
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt4330813
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0103292
IRS990/PYInvestmentIncomeAmt056808
IRS990/PYOtherExpensesAmt07098647
IRS990/PYOtherRevenueAmt078918
IRS990/PYProgramServiceRevenueAmt014538231
IRS990/PYRevenuesLessExpensesAmt0-2596569
IRS990/PYSalariesCompEmpBnftPaidAmt010068587
IRS990/PYTotalExpensesAmt017270526
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014673957
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-1656961
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt010000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt014139665
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DINING SERVICE REVENUE - 2016 AMOUNT: $ 127,064. 2017 AMOUNT: $ 130,494. 2018 AMOUNT: $ 95,572. 2019 AMOUNT: $ 60,180. 2020 AMOUNT: $ 29,915. TRANSPORTATION REVENUE - 2019 AMOUNT: $ 10,417. 2020 AMOUNT: $ 7,694. MISC INCOME - 2019 AMOUNT: $ 1,417. 2020 AMOUNT: $ 42. FINANCE CHARGES - 2019 AMOUNT: $ 218. 2020 AMOUNT: $ 10. CONVENIENCE FEES - 2019 AMOUNT: $ 111. 2020 AMOUNT: $ 392. HOUSEKEEPING REVENUE - 2019 AMOUNT: $ 1,564. 2020 AMOUNT: $ 850. COMPANION REVENUE - 2019 AMOUNT: $ 445. INSURANCE PROCEEDS - 2020 AMOUNT: $ 27,967.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01364172
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt016000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01380172
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt057284
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt086779
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0118547
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04386
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03663
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0270659
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt014139665
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt014538231
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014852328
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt014609353
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt014036119
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt072175696
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt057284
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt086779
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0118547
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04386
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt03663
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0270659
IRS990ScheduleA/InvestmentIncomeCYPct00.00360
IRS990ScheduleA/InvestmentIncomePYPct00.00300
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt066870
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt074352
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt095572
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt0130494
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt0127064
IRS990ScheduleA/OtherIncome509Grp/TotalAmt0494352
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98970
IRS990ScheduleA/PublicSupportPY509Pct00.98930
IRS990ScheduleA/PublicSupportTotal509Amt073555868
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015503837
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt014538231
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014868328
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt014609353
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt014036119
IRS990ScheduleA/Total509Grp/TotalAmt073555868
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015627991
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt014699362
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt015082447
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt014744233
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt014166846
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt074320879
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt017439877
IRS990ScheduleD/BuildingsGrp/DepreciationAmt024507548
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt041947425
IRS990ScheduleD/EquipmentGrp/BookValueAmt0499970
IRS990ScheduleD/EquipmentGrp/DepreciationAmt04578706
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt05078676
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt056607
IRS990ScheduleD/ExpensesSubtotalAmt017231056
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.9$34.1$13.2$17.3$20.1$2.77
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.4$31.4$10.0$15.4$17.7$2.35
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.0$28.7$7.74$14.3$17.4$3.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$26.2$4.41$16.4$16.6$0.21
2020Detailed filing. Detailed filing data is available for this year.$22.3$26.6$4.24$15.6$17.3$1.66
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$27.5$2.62$14.7$17.3$2.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.4$26.7$0.25$15.1$16.9$1.83
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.6$24.9$1.71$14.8$15.5$0.72
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.7$21.9$2.83$14.1$14.8$0.68
2015Detailed filing. Detailed filing data is available for this year.$26.6$23.4$3.26$14.3$15.1$0.74
2014Detailed filing. Detailed filing data is available for this year.$27.5$23.5$4.00$14.3$14.7$0.40
2013Detailed filing. Detailed filing data is available for this year.$29.5$25.2$4.28$13.2$14.0$0.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.9$25.1$4.89$13.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.7$25.2$5.44$12.5
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$26.1$4.25$12.2