Civic Intelligence

Phi

990T • Fiscal year 2021 • EIN 23-1381404

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 01, 2022

Organization Profilewww.presbyterianseniorliving.org

View Organization Page

One Trinity Drive East Suite 201Dillsburg, PA 17019-8522

(717) 502-8840

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$100M$50M$0-$50MAssets 2010: $45,129,817Liabilities 2010: $44,283,648Net Assets 2010: $846,1692010Assets 2011: $22,180,212Liabilities 2011: $26,521,168Net Assets 2011: -$4,340,9562011Assets 2012: $28,651,070Liabilities 2012: $38,064,116Net Assets 2012: -$9,413,0462012Assets 2013: $29,446,725Liabilities 2013: $46,121,002Net Assets 2013: -$16,674,2772013Assets 2014: $31,250,720Liabilities 2014: $49,602,947Net Assets 2014: -$18,352,2272014Assets 2015: $36,290,976Liabilities 2015: $54,551,629Net Assets 2015: -$18,260,6532015Assets 2016: $42,870,377Liabilities 2016: $60,692,601Net Assets 2016: -$17,822,2242016Assets 2017: $46,169,389Liabilities 2017: $65,075,331Net Assets 2017: -$18,905,9422017Assets 2018: $51,190,177Liabilities 2018: $70,605,575Net Assets 2018: -$19,415,3982018Assets 2019: $55,902,663Liabilities 2019: $76,747,462Net Assets 2019: -$20,844,7992019Assets 2020: $58,501,596Liabilities 2020: $81,537,626Net Assets 2020: -$23,036,0302020Assets 2021: $80,163,418Liabilities 2021: $86,678,998Net Assets 2021: -$6,515,5802021Assets 2022: $79,009,111Liabilities 2022: $85,202,354Net Assets 2022: -$6,193,2432022Assets 2023: $78,944,823Liabilities 2023: $88,034,724Net Assets 2023: -$9,089,9012023Assets 2024: $76,656,672Liabilities 2024: $85,600,653Net Assets 2024: -$8,943,9812024

Latest loaded filing

2024

Assets$76,656,672
Liabilities$85,600,653
Net Assets-$8,943,981
Open 2024 Filing

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $16,754,4252010Expenses 2011: $21,728,6242011Revenue 2012: $19,185,306Expenses 2012: $21,881,493Net Income 2012: -$2,696,1872012Revenue 2013: $19,105,557Expenses 2013: $26,232,424Net Income 2013: -$7,126,8672013Revenue 2014: $18,903,632Expenses 2014: $18,968,275Net Income 2014: -$64,6432014Revenue 2015: $20,082,678Expenses 2015: $20,402,346Net Income 2015: -$319,6682015Revenue 2016: $20,937,177Expenses 2016: $20,732,040Net Income 2016: $205,1372016Revenue 2017: $22,083,161Expenses 2017: $22,638,384Net Income 2017: -$555,2232017Revenue 2018: $21,682,948Expenses 2018: $22,145,530Net Income 2018: -$462,5822018Revenue 2019: $22,633,035Expenses 2019: $23,863,652Net Income 2019: -$1,230,6172019Revenue 2020: $20,595,335Expenses 2020: $25,968,260Net Income 2020: -$5,372,9252020Revenue 2021: $25,279,216Expenses 2021: $22,429,061Net Income 2021: $2,850,1552021Revenue 2022: $25,084,142Expenses 2022: $24,799,348Net Income 2022: $284,7942022Revenue 2023: $23,935,507Expenses 2023: $26,726,159Net Income 2023: -$2,790,6522023Revenue 2024: $26,999,865Expenses 2024: $27,072,458Net Income 2024: -$72,5932024

Latest loaded filing

2024

Revenue$26,999,865
Expenses$27,072,458
Net Income-$72,593
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 1, 2022
Return Version
2021v4.3
Mission and Program Overview

Mission

Provide management support services for affiliates, which include nursing homes, assisted living facilities, continuing care retirement communities and low income housing facilities, allowing them to focus on quality of care for the residents. These management services include intercompany loans and fundraising expenses for its subsidiaries. (65 subsidiaries)

Filing and Contact Details

Filer

Filer Name
Phi
EIN
23-1381404
Phone
7175028840
Address
ONE TRINITY DRIVE EAST SUITE 201, DILLSBURG, PA 17019-8522

Signing Officer

Name
Dyan Mcalister
Title
Senior Vice-president/CFO
Phone
7175028840
Signed
2022-11-01
Discuss with paid preparer
Yes

Preparer

Firm
Baker Tilly US Llp
Address
1570 FRUITVILLE PIKE SUITE 400, LANCASTER, PA 17601
Preparer
Kerri N Bogda CPA
Phone
7177404863
Raw XML Appendix121 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
IRS990T/BalanceDueAmt043
IRS990T/BooksInCareOfDetail/PersonNm0DYAN MCALISTER SENIOR VICE-PRESID
IRS990T/BooksInCareOfDetail/PhoneNum07175028840
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0ONE TRINITY DRIVE EAST SUITE 201
IRS990T/BooksInCareOfDetail/USAddress/CityNm0DILLSBURG
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd017019
IRS990T/BookValueAssetsEOYAmt080163418
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/GroupExemptionNum03292
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt089088
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0541200
IRS990TScheduleA/EmployeeBenefitProgramAmt03722
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/DeductionSetAsidesAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc0INVESTMENT INCOME
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeDeductionAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeSetAsidesAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt04822
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm0JEFF DAVIS
IRS990TScheduleA/OfficerDirTrstCompGrp/TimeDevotedToBusinessPct00.08700
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt0SENIOR VP/CFO
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt00
IRS990TScheduleA/OtherDeductionsAmt01898
IRS990TScheduleA/OtherIncomeAmt036458
IRS990TScheduleA/PrincipalBusinessActivityCd0541200
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt0ONE TRINITY DRIVE EAST SUITE 201
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0DILLSBURG
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0PA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd017019
IRS990TScheduleA/SalariesAndWagesAmt024811
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt030431
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt036458
IRS990TScheduleA/TotUnrltTrdBusIncmAmt036458
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0SERVICE AGREEMENT INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt06027
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01205
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0ONE TRINITY DR EAST
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0DILLSBURG
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0PA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd017019
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt043
IRS990T/TaxLessCreditsAmt043
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt043
IRS990T/TotalTaxComputationAmt043
IRS990T/TotalUBTIAmt0205
IRS990T/TotalUBTIBeforeNOLSpecificAmt01205
IRS990T/TotalUBTIBeforeSection199AAmt01205
IRS990T/TotalUBTIComputedAmt01205
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DYAN MCALISTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VICE-PRESIDENT/CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum07175028840
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PHI
ReturnHeader/Filer/BusinessNameControlTxt0PHI
ReturnHeader/Filer/EIN0231381404
ReturnHeader/Filer/PhoneNum07175028840
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE TRINITY DRIVE EAST SUITE 201
ReturnHeader/Filer/USAddress/CityNm0DILLSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0170198522
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390859910
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER TILLY US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01570 FRUITVILLE PIKE SUITE 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd017601
ReturnHeader/PreparerPersonGrp/PhoneNum07177404863
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRI N BOGDA CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T07:07:15-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DYAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCALISTER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.7$85.6$8.94$27.0$27.1$0.07
2023Detailed filing. Detailed filing data is available for this year.$78.9$88.0$9.09$23.9$26.7$2.79
2022Detailed filing. Detailed filing data is available for this year.$79.0$85.2$6.19$25.1$24.8$0.28
2021Detailed filing. Detailed filing data is available for this year.$80.2$86.7$6.52$25.3$22.4$2.85
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$58.5$81.5$23.0$20.6$26.0$5.37
2019Detailed filing. Detailed filing data is available for this year.$55.9$76.7$20.8$22.6$23.9$1.23
2018Detailed filing. Detailed filing data is available for this year.$51.2$70.6$19.4$21.7$22.1$0.46
2017Detailed filing. Detailed filing data is available for this year.$46.2$65.1$18.9$22.1$22.6$0.56
2016Detailed filing. Detailed filing data is available for this year.$42.9$60.7$17.8$20.9$20.7$0.21
2015Detailed filing. Detailed filing data is available for this year.$36.3$54.6$18.3$20.1$20.4$0.32
2014Detailed filing. Detailed filing data is available for this year.$31.3$49.6$18.4$18.9$19.0$0.06
2013Detailed filing. Detailed filing data is available for this year.$29.4$46.1$16.7$19.1$26.2$7.13
2012Summary only. Only limited summary data is available for this year.$28.7$38.1$9.41$19.2$21.9$2.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$26.5$4.34$21.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.1$44.3$0.85$16.8