Civic Intelligence

St. Annes Retirement Community Inc.

990 • Fiscal year 2014 • EIN 23-1500399

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 06, 2015

Organization ProfileWWW.STANNESRETIREMENTCOMMUNITY.COM

View Organization Page

3952 Columbia Avenue17512-9715

(717) 285-5443

Siviq Scores

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

Liabilities / Assets

80th percentile

0.68x

Higher debt load relative to assets than 80% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

82nd percentile

1.47x

Higher debt load relative to revenue than 82% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

57th percentile

5.9%

Higher net margin than 57% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

28th percentile

$167,685

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

48th percentile

3.8%

Faster asset growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$36,179,875

Up $1,310,486 (+3.8%) from 2013

Net Assets

Up

$11,684,310

Up $1,821,460 (+18%) from 2013

Liabilities

Down

$24,495,565

Down $510,974 (-2.0%) from 2013

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin57th percentile

Revenue

$16,706,210

No earlier filing loaded for comparison.

Expenses

Up

$15,727,110

Up $102,932 (+0.7%) from 2013

Net Income

$979,100

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

$80M$60M$40M$20M$0Assets 2012: $30,017,455Liabilities 2012: $20,411,537Net Assets 2012: $9,605,9182012Assets 2013: $34,869,389Liabilities 2013: $25,006,539Net Assets 2013: $9,862,8502013Assets 2014: $36,179,875Liabilities 2014: $24,495,565Net Assets 2014: $11,684,3102014Assets 2015: $35,374,629Liabilities 2015: $23,699,028Net Assets 2015: $11,675,6012015Assets 2016: $35,089,090Liabilities 2016: $23,088,556Net Assets 2016: $12,000,5342016Assets 2017: $35,908,381Liabilities 2017: $22,279,972Net Assets 2017: $13,628,4092017Assets 2018: $41,068,348Liabilities 2018: $26,583,454Net Assets 2018: $14,484,8942018Assets 2019: $58,644,054Liabilities 2019: $45,292,061Net Assets 2019: $13,351,9932019Assets 2020: $74,802,926Liabilities 2020: $64,134,251Net Assets 2020: $10,668,6752020Assets 2021: $74,974,069Liabilities 2021: $60,900,553Net Assets 2021: $14,073,5162021Assets 2022: $69,711,462Liabilities 2022: $60,132,440Net Assets 2022: $9,579,0222022Assets 2023: $68,891,566Liabilities 2023: $60,477,706Net Assets 2023: $8,413,8602023

Highlighted filing

2014

Assets$36,179,875
Liabilities$24,495,565
Net Assets$11,684,310
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2012: $15,605,0352012Expenses 2013: $15,624,1782013Revenue 2014: $16,706,210Expenses 2014: $15,727,110Net Income 2014: $979,1002014Revenue 2015: $16,408,084Expenses 2015: $16,147,209Net Income 2015: $260,8752015Revenue 2016: $17,055,035Expenses 2016: $16,473,310Net Income 2016: $581,7252016Revenue 2017: $17,754,389Expenses 2017: $16,741,004Net Income 2017: $1,013,3852017Revenue 2018: $18,509,733Expenses 2018: $17,215,451Net Income 2018: $1,294,2822018Revenue 2019: $19,587,507Expenses 2019: $18,485,211Net Income 2019: $1,102,2962019Revenue 2020: $20,846,863Expenses 2020: $21,061,446Net Income 2020: -$214,5832020Revenue 2021: $22,299,701Expenses 2021: $21,398,206Net Income 2021: $901,4952021Revenue 2022: $20,118,464Expenses 2022: $22,330,670Net Income 2022: -$2,212,2062022Revenue 2023: $21,824,055Expenses 2023: $23,686,428Net Income 2023: -$1,862,3732023

Highlighted filing

2014

Revenue$16,706,210
Expenses$15,727,110
Net Income$979,100
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 6, 2015
Return Version
2013v4.0
Gross Receipts
$16,768,149
Mission and Program Overview

Mission

Saint anne's retirement community, sponsored by the adorers of the blood of christ, is dedicated to continuing the healing ministry of jesus in the spirit of saint maria demattias.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$17,475,342$17,725,059▲ $249,717
Investments Other Securities$14,588,580$15,242,188▲ $653,608
Accounts Receivable$1,080,481$1,271,292▲ $190,811
Savings and Temporary Cash Investments$1,099,975$1,231,641▲ $131,666
Prepaid Expenses and Deferred Charges$308,704$392,895▲ $84,191
Cash and Non-Interest-Bearing Accounts$8,991$21,093▲ $12,102
Inventories for Sale or Use$17,041$19,055▲ $2,014
Total Assets$34,869,389$36,179,875▲ $1,310,486
Other Assets Total$290,275$276,652▼ $13,623
Liabilities
Tax Exempt Bond Liabilities$20,230,597$19,576,124▼ $654,473
Deferred Revenue$3,405,127$3,333,209▼ $71,918
Accounts Payable and Accrued Expenses$1,316,075$1,544,430▲ $228,355
Escrow Account Liability$45,581$34,543▼ $11,038
Other Liabilities$9,159$7,259▼ $1,900
Total Liabilities$25,006,539$24,495,565▼ $510,974
Net Assets / Fund Balance
Unrestricted Net Assets$8,881,523$10,301,631▲ $1,420,108
Temporarily Rstr Net Assets$348,839$703,194▲ $354,355
Permanently Rstr Net Assets$632,488$679,485▲ $46,997
Total Net Assets Fund Balance$9,862,850$11,684,310▲ $1,821,460
Total Liabilities and Net Assets / Fund Balance$34,869,389$36,179,875▲ $1,310,486

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,150,572$11,610,883$24,761,455
Equipment$1,046,655$5,094,463$6,141,118
Land$2,599,168-$2,599,168
Other Land Buildings$928,664-$928,664
Other Securities$4,169--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$981,327$1,012,424▲ $47,024$658,096$1,382,679
2012$954,196$103,750▲ $22,163$98,782$981,327
2011$999,149$78,895▼ $46,076$77,772$954,196
2010$883,917$66,458▲ $86,063$37,289$999,149
2009$774,845$92,300▲ $60,413$43,641$883,917
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Mary TurnbaughPresidentFT$160,064$7,621$167,685
Michele J BardCFOFT$93,475$13,212$106,687

Board Members and Trustees

NameTitle
Jon FarrellChair
Kevin M Kraft SrVice Chair
Daniel T FritschDirector
David AbelDirector
Gerald GanseDirector
Judge Jeffrey ReichDirector
Mary Ellen Glah GenoeseDirector
Robert RoschelmdDirector
Sr Fran Schumer AscDirector
Sr Jan Renz AscDirector
Sr Joan Hornick AscDirector
Sr Marie Poland AscDirector
Stephen RileyDirector
Donald NikolausSecretary
James KendigTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cura HospitalityDietary Consult-$305,208
Ela Group INCEngineering-$109,463
Revenue and Support

Revenue Composition

Contributions and Grants
$1,200,745
Program Service Revenue
$14,917,342
Investment Income
$531,225
Other Revenue
$56,898
All Other Contributions
$1,181,776
Change in Net Assets
$979,100

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded2$305,684Stock Market Quotations
Cars and Other Vehicles1$7,000Kelly Blue Book
Other Non Cash Contri Table2$1,025Cost of Items
Total Noncash Contributions5$313,709-

Audited Revenue Reconciliation

Revenue per Audited Statements
$16,796,204
Revenue Not Reported on Financial Statements
$-89,994
Revenue Not Reported on Form 990
$649,795
Other Revenue Adjustments
$-89,994
Total Revenue per Audited Statements
$17,445,999
Total Revenue per Form 990
$16,706,210
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$10,060,612
Other Expenses$5,666,498
Total Fundraising Expense$130,624
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,960,747$537,672$71,680$7,570,099
Occupancy$1,690,404--$1,690,404
Other Employee Benefits$1,164,193$243,332-$1,407,525
Depreciation Depletion$973,416--$973,416
Office Expenses$602,491$66,100$5,352$673,943
Payroll Taxes$511,173$97,504$5,482$614,159
Fees for Services Other$500,570$16,639-$517,209
Current Officers, Directors, Trustees, and Key Employees-$302,617-$302,617
All Other Expenses$135,578$93,351$43,167$272,096
Pension Plan Contributions$162,288$1,507$2,417$166,212
Insurance-$142,315-$142,315
Other Expenses$116,768$10,314$1,537$116,768
Advertising$7,550$35,582$580$43,712
Fees for Service Investment Mgmnt Fees-$43,138-$43,138
Fees for Services Accounting-$32,115-$32,115
Information Technology$10,028$12,284$309$22,621
Fees for Services Legal-$20,135-$20,135
Travel$16,211$3,152$100$19,463
Conferences and Meetings$11,689$3,876-$15,565
Interest-$10,057-$10,057
Total Functional Expenses$13,914,685$1,681,801$130,624$15,727,110

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,727,110
Total Expenses per Audited Statements$15,624,539
Expenses per Audited Statements$15,534,545
Expenses Not Reported on Financial Statements$192,565
Other Expense Adjustments$192,565
Expenses Not Reported on Form 990$89,994
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
Yes
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$93,837
Fundraising Direct Expenses$47,439
Gaming Gross Income$25,000
Gaming Direct Expenses$14,500
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$73,847$57,153$13,896$43,257
Event 2$38,959$36,684$2,905$33,779
Total Events$112,806$93,837$47,439$46,398
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
Stephen RileyBoard MemberInsurance PremiumsNo$530,000
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits - Waiting List$5,000
Deposits - Apartments$2,259

Bond Issues

BondIssuerIssuedIssue PricePurpose
A23-66480182012-10-01$21,278,666Pay off 1999 bonds and expansiona and renovation of facility

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$21,278,666$15,772,740$1,360,000$631,679

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
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The members of the board of directors do not elect directors, but rather appoint directors according to the bylaws.”

Form 990, Page 6, Part VI, Line 7B

“Certain decisions of the board of directors are contingent on the approval of the members.”

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

“Finance committee of the board of directors reviews and approves the 990 prior to filing. The finance committee chair discusses with the entire board at the next quarterly board meeting that the finance committee reviewed the 990 and no issues were noted.”

Form 990, Page 6, Part VI, Line 12C

“A director is required to annually, or at such a time that a conflict may arise, disclose this to the board of directors.”

Form 990, Page 6, Part VI, Line 15A

“The organization uses leading age salary survey data for central pennsylvania, as well as approval from the board of directors in determining compensation for the president/administator.”

Form 990, Page 6, Part VI, Line 15B

“The organization uses leading age salary survey data for central pennsylvania, as well as approval from the board of directors in determining compensation for other officers.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

EIN
23-1500399
Phone
7172855443

Signing Officer

Name
Mary Turnbaugh
Title
President
Phone
7172855443
Signed
2015-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Turnbaugh
Formed
1977
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
11
Employees
344
Volunteers
102

Preparer

Preparer
Allyson Hornbaker
Phone
7177909333
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Fund development expenses (dept. 69) -192,563 rounding -2 major event expense 61,939 bad debt expense 28,055 major event expense -61,939 bad debt expense -28,055 fund development expenses (dept. 69) 192,563 rounding 2”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The organization is custodian for resident trust funds for certain residents of the retirement community.”

Schedule D, Page 2, Part V, Line 4

“Endowment funds are used for various operational and resident related expenses.”

Schedule D, Page 3, Part X

“Income taxes - saint anne's retirement community, incorporated is a non- profit corporation exempt from federal income tax under the provisions of section 501(c)(3) of the internal revenue code and is exempt from federal income taxes pursuant to section 501(a) of the internal revenue code. The corporation is also registered with the commonwealth of pennsylvania as a non-profit religious corporation. The irs form 990 for the years ended june 30, 2013, 2012 and 2011 remain open for an examination or compliance check by the irs. The corporation has reviewed the impact of accounting for uncertainty in income taxes (fasc 740-10-05) on the financial statements and has determined there is no material uncertain tax positions or unrecognized tax benefits and there is no material impact on the statements of financial position, operations and changes in net assets or, cash flows.”

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

“Fund development expenses (dept. 69) -192,563 rounding -2”

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

“Major event expense -61,939 bad debt expense -28,055”

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

“Major event expense 61,939 bad debt expense 28,055”

Schedule D, Page 4, Part XII, Line 4B

“Fund development expenses (dept. 69) 192,563 rounding 2”

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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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IRS990/ActivityOrMissionDesc0SAINT ANNE'S RETIREMENT COMMUNITY, SPONSORED BY THE ADORERS OF THE BLOOD OF CHRIST, IS DEDICATED TO CONTINUING THE HEALING MINISTRY OF JESUS IN THE SPIRIT OF SAINT MARIA DEMATTIAS.
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,179,875
Liabilities
$24,495,565
Net assets
$11,684,310
Revenue
$16,706,210
Expenses
$15,727,110
Net income
$979,100
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$68.9$60.5$8.41$21.8$23.7$1.86
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.7$60.1$9.58$20.1$22.3$2.21
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.0$60.9$14.1$22.3$21.4$0.90
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.8$64.1$10.7$20.8$21.1$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.6$45.3$13.4$19.6$18.5$1.10
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.1$26.6$14.5$18.5$17.2$1.29
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.9$22.3$13.6$17.8$16.7$1.01
2016Detailed filing. Detailed filing data is available for this year.$35.1$23.1$12.0$17.1$16.5$0.58
2015Detailed filing. Detailed filing data is available for this year.$35.4$23.7$11.7$16.4$16.1$0.26
2014Detailed filing. Detailed filing data is available for this year.$36.2$24.5$11.7$16.7$15.7$0.98
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.9$25.0$9.86$15.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.0$20.4$9.61$15.6