Civic Intelligence

Pleasant View Retirement Community

990 • Fiscal year 2016 • EIN 23-1869182

Jan 01, 2016 to Dec 31, 2016 • Filed on May 26, 2017

544 N Penryn RoadManheim, PA 17545

(717) 665-2445

Siviq Scores

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

Liabilities / Assets

80th percentile

0.70x

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

82nd percentile

1.93x

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

57th percentile

4.3%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

18th percentile

$185,662

Higher top officer pay than 18% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

45th percentile

0.8%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

38th percentile

-0.8%

Faster revenue growth than 38% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Assets

Up

$66,627,640

Up $560,934 (+0.8%) from 2015

Net Assets

Up

$19,676,662

Up $2,032,089 (+12%) from 2015

Liabilities

Down

$46,950,978

Down $1,471,155 (-3.0%) from 2015

Revenue

Down

$24,268,802

Down $202,328 (-0.8%) from 2015

Expenses

Up

$23,221,859

Up $889,798 (+4.0%) from 2015

Net Income

Down

$1,046,943

Down $1,092,126 (-51%) from 2015

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $53,603,016Liabilities 2010: $40,212,720Net Assets 2010: $13,390,2962010Assets 2011: $58,384,362Liabilities 2011: $44,178,480Net Assets 2011: $14,205,8822011Assets 2012: $69,838,055Liabilities 2012: $55,216,630Net Assets 2012: $14,621,4252012Assets 2013: $71,210,991Liabilities 2013: $54,578,502Net Assets 2013: $16,632,4892013Assets 2014: $67,696,308Liabilities 2014: $50,432,199Net Assets 2014: $17,264,1092014Assets 2015: $66,066,706Liabilities 2015: $48,422,133Net Assets 2015: $17,644,5732015Assets 2016: $66,627,640Liabilities 2016: $46,950,978Net Assets 2016: $19,676,6622016Assets 2017: $67,714,559Liabilities 2017: $45,996,994Net Assets 2017: $21,717,5652017Assets 2018: $76,461,679Liabilities 2018: $57,113,230Net Assets 2018: $19,348,4492018Assets 2019: $77,682,390Liabilities 2019: $56,624,835Net Assets 2019: $21,057,5552019Assets 2020: $81,730,456Liabilities 2020: $58,867,490Net Assets 2020: $22,862,9662020Assets 2021: $99,306,843Liabilities 2021: $74,323,384Net Assets 2021: $24,983,4592021Assets 2022: $104,032,054Liabilities 2022: $81,509,978Net Assets 2022: $22,522,0762022Assets 2023: $120,902,467Liabilities 2023: $97,036,786Net Assets 2023: $23,865,6812023Assets 2024: $140,324,426Liabilities 2024: $113,345,753Net Assets 2024: $26,978,6732024

Highlighted filing

2016

Assets$66,627,640
Liabilities$46,950,978
Net Assets$19,676,662

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $19,131,1432010Expenses 2011: $19,387,4712011Expenses 2012: $19,869,9552012Revenue 2013: $22,623,811Expenses 2013: $21,531,388Net Income 2013: $1,092,4232013Revenue 2014: $24,845,694Expenses 2014: $23,142,158Net Income 2014: $1,703,5362014Revenue 2015: $24,471,130Expenses 2015: $22,332,061Net Income 2015: $2,139,0692015Revenue 2016: $24,268,802Expenses 2016: $23,221,859Net Income 2016: $1,046,9432016Revenue 2017: $24,085,954Expenses 2017: $23,982,543Net Income 2017: $103,4112017Revenue 2018: $23,191,801Expenses 2018: $23,498,606Net Income 2018: -$306,8052018Revenue 2019: $23,309,822Expenses 2019: $23,763,022Net Income 2019: -$453,2002019Revenue 2020: $22,846,116Expenses 2020: $22,810,794Net Income 2020: $35,3222020Revenue 2021: $22,953,557Expenses 2021: $21,941,694Net Income 2021: $1,011,8632021Revenue 2022: $24,803,310Expenses 2022: $24,786,037Net Income 2022: $17,2732022Revenue 2023: $28,284,126Expenses 2023: $28,529,949Net Income 2023: -$245,8232023Revenue 2024: $29,187,128Expenses 2024: $29,607,617Net Income 2024: -$420,4892024

Highlighted filing

2016

Revenue$24,268,802
Expenses$23,221,859
Net Income$1,046,943
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 26, 2017
Return Version
2016v3.0
Gross Receipts
$27,472,283
Mission and Program Overview

Mission

We aspire to provide healthy, vibrant living -- full of joy, meaning and purpose -- through passionate, Christ-like service.

Pleasant View Retirement Community provides a continuum of care ranging from independent residential living to skilled nursing care. Fee-based home care is provided within a 15-mile radius of the campus.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$42,554,144$41,185,258▼ $1,368,886
Investments in Publicly Traded Securities$20,413,551$22,937,422▲ $2,523,871
Cash and Non-Interest-Bearing Accounts$1,463,372$1,272,148▼ $191,224
Accounts Receivable$779,144$906,052▲ $126,908
Prepaid Expenses and Deferred Charges$338,969$283,114▼ $55,855
Savings and Temporary Cash Investments$42,825$43,646▲ $821
Pledges and Grants Receivable$22,590$0▼ $22,590
Total Assets$66,066,706$66,627,640▲ $560,934
Other Assets Total$452,111--
Liabilities
Tax Exempt Bond Liabilities$31,745,327$29,797,657▼ $1,947,670
Deferred Revenue$14,097,428$14,760,843▲ $663,415
Accounts Payable and Accrued Expenses$1,522,859$1,638,384▲ $115,525
Other Liabilities$853,724$557,709▼ $296,015
Escrow Account Liability$202,795$196,385▼ $6,410
Mortgage Notes Payable Secured by Investment Property$0--
Total Liabilities$48,422,133$46,950,978▼ $1,471,155
Net Assets / Fund Balance
Unrestricted Net Assets$16,095,104$17,813,745▲ $1,718,641
Permanently Rstr Net Assets$1,489,809$1,764,807▲ $274,998
Temporarily Rstr Net Assets$59,660$98,110▲ $38,450
Total Net Assets Fund Balance$17,644,573$19,676,662▲ $2,032,089
Total Liabilities and Net Assets / Fund Balance$66,066,706$66,627,640▲ $560,934

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$34,950,831$34,349,136$0
Other Land Buildings$173,977$279,096$0
Land$2,895,513-$0
Equipment$2,633,777$3,581,994$0
Leasehold Improvements$531,160$1,359,026$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$9,551,746$721,957▲ $231,808$0$10,505,511
2015$8,689,362$580,762▲ $281,622$0$9,551,746
2014$7,790,396$394,613▲ $504,353$0$8,689,362
2013$7,499,869$25,879▲ $264,648$0$7,790,396
2012$7,211,230$120,274▲ $168,365$0$7,499,869
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jonathan HollingerCEOFT$163,061$3,839$166,900
Wanda M Hertzog-GrantVP of FinanceFT$154,275$5,246$159,521
Melissa FrownfelterVP of OperationsFT$129,589$12,159$141,748
Kim FochtVP of Human ResourcesFT$111,733$19,907$131,640
Steve MyersVP of FinanceFT$103,744$18,902$122,646

Board Members and Trustees

NameTitle
J Glen HostetlerBoard Chair
Nicole L ShafferBoard Vice Chair
Beverly A HoslerBoard Member
Bill MuthBoard Member
Carol A BuchenBoard Member
David StrongBoard Member
Matt BuckwalterBoard Member
Robert FrickBoard Member
Ronald StricklerBoard Member
Scott MoyerBoard Member
Ted DerrickBoard Member
Paul W BrubakerBoard Secretary
Patrick Gendrue IIIBoard Treasurer
Nancy HannBoad Member

Highest Paid Contractors

ContractorServicesLocationCompensation
Nutrition Management Services CoFood Service ManagementPO Box 725, Kimberton, PA 19442$1,313,053
Genesis Rehabilitation ServicesContract therapy101 East State Street, Kennett Square, PA 19348$895,369
Revenue and Support

Revenue Composition

Contributions and Grants
$377,669
Program Service Revenue
$23,074,515
Investment Income
$848,665
Other Revenue
$-32,047
All Other Contributions
$377,669
Change in Net Assets
$1,046,943

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,038,146
Revenue Not Reported on Financial Statements
$230,656
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$230,656
Total Revenue per Audited Statements
$24,038,146
Total Revenue per Form 990
$24,268,802
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,634,659
Other Expenses$10,587,200
Total Fundraising Expense$169,465
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$8,595,690$643,092$95,200$9,333,982
Depreciation Depletion$3,267,906$0$0$3,267,906
Office Expenses$1,985,150$53,316$49,043$2,087,509
Other Employee Benefits$1,412,021$211,145$15,668$1,638,834
Fees for Services Other$1,133,014$93,208$0$1,226,222
Occupancy$960,726$67,982$0$1,028,708
Interest$965,441$0$0$965,441
Payroll Taxes$698,616$104,467$7,751$810,834
Current Officers, Directors, Trustees, and Key Employees$0$662,402$0$662,402
Advertising$206,531$0$0$206,531
Pension Plan Contributions$162,504$24,300$1,803$188,607
Insurance$179,246$0$0$179,246
Other Expenses$89,753$60,076$0$149,829
Fees for Services Legal$0$64,038$0$64,038
Fees for Services Accounting$0$34,046$0$34,046
Total Functional Expenses$20,955,538$2,096,856$169,465$23,221,859

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$23,309,351
Expenses per Audited Statements$23,221,859
Total Expenses per Form 990$23,221,859
Expenses Not Reported on Form 990$87,492
Expenses Not Reported on Financial Statements$0
Other Expense Adjustments$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
Interest rate swap agreement$547,709
Workers compensation contingency$10,000

Bond Issues

BondIssuerIssuedIssue PricePurpose
CLebanon County Health Facilities Authority2014-12-15$10,000,000Refinance Series 2005 bonds
DLebanon County Health Facilitiees Authority Series 20152015-01-15$10,000,000Refinance Series 2005 bonds
ALebanon County Health Facilities Authority2011-06-30$7,000,000Construct and equip new health care facility
BLebanon County Health Facilities Authority2012-04-02$7,000,000Construct and equip new health care facility

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
C$10,000,000$10,000,000$1,111,716$0
D$10,000,000$10,000,000$1,111,716$0
A$7,000,000$31,609$750,523$137,877
B$7,000,000$0$803,225$106,268

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
Yes
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
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The Executive Committee shall act on behalf of the Board in emergency situations demanding rapid reaction from the Board. This action shall be guided by the by-laws and will be reported to the full Board as soon as possible. In no event shall the Executive Committee have any power or authority as to the amendment or repeal of any resolution of the Board.

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

Prior to filing, Form 990 is submitted to the Finance Committee for review and questions. Upon completion of their review, Form 990 is reviewed and approved by the Board of Directors and submitted to the IRS.

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

Annually the Community's conflict of interest policy is reviewed with each board member and key employee, and each is required to review and sign indicating agreement and understanding of the policy. The policy expressly addresses family and business relationships. The Executive Committee monitors adherence to the policy including discipline and/or removal of the infracting member.

Form 990, Part VI, Section B, Line 15

The CEO's compensation is reviewed annually by a committee of the Board of Directors. Compensation is reviewed versus an annual salary survey and other comparable figures available to the committee to ensure that compensation is within fair market value for the industry. Compensation discussions are documented in the Executive Committee minutes.

Form 990, Part VI, Section C, Line 19

The Community makes all applicable documents, including conflict of interest policy, governing documents, and financials, available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Pleasant View Retirement Community
EIN
23-1869182
Phone
7176652445
Address
544 N Penryn Road, Manheim, PA 17545

Signing Officer

Name
Steve Myers
Title
VP Finance
Phone
7176652445
Signed
2017-05-26

Organization Details

Principal Officer
Jonathan Hollinger
Formed
1954
Legal Domicile
Pa
Voting Board Members
15
Independent Board Members
15
Employees
509
Volunteers
237
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Other changes in net assets represents the change in fair value of interest rate swap agreements of $296,015.

Financial Statement Notes

Schedule D, Part IV, Line 2B

Accounts are maintained for residents who can't maintain their own finances. Balances and activity are reported monthly on resident trust fund statements. Funds are available to residents on a daily basis during reception staff hours.

Schedule D, Part V, Line 4

Endowment funds are used to generate proceeds to offset expenses incurred for individuals whose resources have been depleted.

Schedule D, Part X, Line 2

The Community accounts for uncertainty in income taxes by prescribing a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. Management determined that there were no tax uncertainties that met the recognition threshold in 2016 and 2015. The Community's federal Form 990 for the years December 31, 2015, 2014, 2013 remain subject to examination by the IRS.

Schedule D, Part XI, Line 4B

Net rental expenses including depreciation, housekeeping, and building operations, interest, and real estate taxes ($87,492), and total restricted contributions of $318,148.

Schedule D, Part XII, Line 2D

Rental expenses including depreciation, housekeeping, building operations, interest, and real estate taxes of ($87,492).

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IRS990/Desc0Funding supports provision of residential accommodations (cottages & apartments), and personal care, nursing, and rehabilitative care for residents as they move through the continuum of care, as well as campus-wide operational costs. This category also includes reimbursement shortfalls and benevolent care for residents who, through no fault of their own, have depleted resources. We provide significant support to the local community through contributions to volunteer fire companies, the local municipality, and school district, and local service clubs, church groups, and charitable organizations. Support ranges from direct contributions to gift-in-kind, such as providing free space for meetings, staffing support groups, and underwriting community events. Revenue also subsidizes activities and programming at all levels of living so residents remain active, vital and engaged regardless of the level of physical or mental decline. Pleasant View is home to approximately 405 persons. Occupancy for 2015 was 91.50% for residential, 91.34% for personal care, and 89.51% for nursing and rehabilitative care. In 2015, Pleasant View provided $2,166,659 in charity care (difference between cost and amount reimbursed). Volunteers contributed 13,715 hours in 2015.
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1422601
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1512159
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1619907
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt179474
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1818902
IRS990/Form990PartVIISectionAGrp/PersonNm0Paul W Brubaker
IRS990/Form990PartVIISectionAGrp/PersonNm1Carol A Buchen
IRS990/Form990PartVIISectionAGrp/PersonNm2Matt Buckwalter
IRS990/Form990PartVIISectionAGrp/PersonNm3Ted Derrick
IRS990/Form990PartVIISectionAGrp/PersonNm4Robert Frick
IRS990/Form990PartVIISectionAGrp/PersonNm5Patrick Gendrue III
IRS990/Form990PartVIISectionAGrp/PersonNm6Beverly A Hosler
IRS990/Form990PartVIISectionAGrp/PersonNm7J Glen Hostetler
IRS990/Form990PartVIISectionAGrp/PersonNm8Scott Moyer
IRS990/Form990PartVIISectionAGrp/PersonNm9Bill Muth
IRS990/Form990PartVIISectionAGrp/PersonNm10Nicole L Shaffer
IRS990/Form990PartVIISectionAGrp/PersonNm11David Strong
IRS990/Form990PartVIISectionAGrp/PersonNm12Nancy Hann
IRS990/Form990PartVIISectionAGrp/PersonNm13Ronald Strickler
IRS990/Form990PartVIISectionAGrp/PersonNm14Jonathan Hollinger
IRS990/Form990PartVIISectionAGrp/PersonNm15Melissa Frownfelter
IRS990/Form990PartVIISectionAGrp/PersonNm16Kim Focht
IRS990/Form990PartVIISectionAGrp/PersonNm17Wanda M Hertzog-Grant
IRS990/Form990PartVIISectionAGrp/PersonNm18Steve Myers
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14163061
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15129589
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16111733
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17154275
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18103744
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Boad Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt15VP of Operations
IRS990/Form990PartVIISectionAGrp/TitleTxt16VP of Human Resources
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP of Finance
IRS990/Form990PartVIISectionAGrp/TitleTxt18VP of Finance
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingAmt00
IRS990/GainOrLossGrp/OtherAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-21549
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03094440
IRS990/GrossReceiptsAmt027472283
IRS990/GrossRentsGrp/PersonalAmt00
IRS990/GrossRentsGrp/RealAmt055445
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IncmFromInvestBondProceedsGrp/ExclusionAmt00
IRS990/IncmFromInvestBondProceedsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IncmFromInvestBondProceedsGrp/UnrelatedBusinessRevenueAmt00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt00
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt0179246
IRS990/InsuranceGrp/TotalAmt0179246
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt0965441
IRS990/InterestGrp/TotalAmt0965441
IRS990/InvestmentExpenseAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0870214
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0870214
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt020413551
IRS990/InvestmentsPubTradedSecGrp/EOYAmt022937422
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt039569252
IRS990/LandBldgEquipBasisNetGrp/BOYAmt042554144
IRS990/LandBldgEquipBasisNetGrp/EOYAmt041185258
IRS990/LandBldgEquipCostOrOtherBssAmt080754510
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03115989
IRS990/LessRentalExpensesGrp/PersonalAmt00
IRS990/LessRentalExpensesGrp/RealAmt087492
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0We are a not-for-profit CCRC striving to enhance the quality of life for those we serve in a Christ-like manner.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt017644573
IRS990/NetAssetsOrFundBalancesEOYAmt019676662
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-21549
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-21549
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt0-32047
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-32047
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0689131
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt067982
IRS990/OccupancyGrp/ProgramServicesAmt0960726
IRS990/OccupancyGrp/TotalAmt01028708
IRS990/OfficeExpensesGrp/FundraisingAmt049043
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt053316
IRS990/OfficeExpensesGrp/ProgramServicesAmt01985150
IRS990/OfficeExpensesGrp/TotalAmt02087509
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0452111
IRS990/OtherChangesInNetAssetsAmt0296015
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt015668
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0211145
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01412021
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01638834
IRS990/OtherExpensesGrp/Desc0Medical Supplies
IRS990/OtherExpensesGrp/Desc1Repairs and Maintenance
IRS990/OtherExpensesGrp/Desc2Maintenance Contracts
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt178784
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt260076
IRS990/OtherExpensesGrp/ProgramServicesAmt0358373
IRS990/OtherExpensesGrp/ProgramServicesAmt1940567
IRS990/OtherExpensesGrp/ProgramServicesAmt289753
IRS990/OtherExpensesGrp/TotalAmt0358373
IRS990/OtherExpensesGrp/TotalAmt11019351

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$140$113$27.0$29.2$29.6$0.42
2023Detailed filing. Detailed filing data is available for this year.$121$97.0$23.9$28.3$28.5$0.25
2022Detailed filing. Detailed filing data is available for this year.$104$81.5$22.5$24.8$24.8$0.02
2021Detailed filing. Detailed filing data is available for this year.$99.3$74.3$25.0$23.0$21.9$1.01
2020Detailed filing. Detailed filing data is available for this year.$81.7$58.9$22.9$22.8$22.8$0.04
2019Detailed filing. Detailed filing data is available for this year.$77.7$56.6$21.1$23.3$23.8$0.45
2018Detailed filing. Detailed filing data is available for this year.$76.5$57.1$19.3$23.2$23.5$0.31
2017Detailed filing. Detailed filing data is available for this year.$67.7$46.0$21.7$24.1$24.0$0.10
2016Detailed filing. Detailed filing data is available for this year.$66.6$47.0$19.7$24.3$23.2$1.05
2015Detailed filing. Detailed filing data is available for this year.$66.1$48.4$17.6$24.5$22.3$2.14
2014Detailed filing. Detailed filing data is available for this year.$67.7$50.4$17.3$24.8$23.1$1.70
2013Detailed filing. Detailed filing data is available for this year.$71.2$54.6$16.6$22.6$21.5$1.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.8$55.2$14.6$19.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.4$44.2$14.2$19.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.6$40.2$13.4$19.1