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Nonprofiteer
← ENVISAGE LIFE

Form 990 for tax year 2023

Filed by ENVISAGE LIFE.

Totals

Total revenue
$5,225,811
Total expenses
$5,735,699
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,633,916
Investment income
$591,895
Other revenue
$0
Total assets, end of year
$12,952,923
Total liabilities, end of year
$14,288,301
Net assets or fund balances, end of year
-$1,335,378
Program services expenses (Part IX)
$4,503,874
Management and general expenses
$1,231,825
Fundraising expenses
$0
Program service expenses (Part III)
$4,503,874

Program services were 78.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: Elderly care managemen

    total $4,633,916 · related or exempt $4,633,916

  • 3 · Investment income

    total $392,997 · excluded $392,997

  • 7a · Gross sales of assets other than inventory

    securities $1,022,582

  • 7b · Less cost or other basis and sales expenses

    securities $823,684

  • 7c · Gain or loss

    securities $198,898

  • 7d · Net gain or loss

    total $198,898 · related or exempt $198,898

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $547,094 · program services $297,880 · management and general $249,214

  • 8 · Pension plan contributions

    total $12,120 · program services $9,121 · management and general $2,999

  • 9 · Other employee benefits

    total $62,675 · management and general $62,675

  • 10 · Payroll taxes

    total $36,253 · program services $21,739 · management and general $14,514

  • 11a · Fees: management

    total $407,300 · management and general $407,300

  • 11b · Fees: legal

    total $882 · management and general $882

  • 11c · Fees: accounting

    total $12,583 · management and general $12,583

  • 11g · Fees: other

    total $22,257 · program services $21,807 · management and general $450

  • 12 · Advertising and promotion

    total $236,190 · management and general $236,190

  • 13 · Office expenses

    total $154,987 · program services $5,781 · management and general $149,206

  • 14 · Information technology

    total $665 · management and general $665

  • 16 · Occupancy

    total $6,089 · program services $1,055 · management and general $5,034

  • 22 · Depreciation, depletion and amortization

    total $11,927 · management and general $11,927

  • 23 · Insurance

    total $14,400 · management and general $14,400

  • 24a · Other expenses: Purchased healthcare se

    total $4,146,491 · program services $4,146,491

  • 24b · Other expenses: Repairs and maintenance

    total $56,331 · management and general $56,331

  • 24c · Other expenses: Professional fees

    total $7,455 · management and general $7,455

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $91,370 · end of year $209,426

  • 2 · Savings and temporary cash investments

    beginning of year $30,688 · end of year $41,362

  • 4 · Accounts receivable

    beginning of year $231,000 · end of year $251,338

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,200 · end of year $7,200

  • 10a · Land, buildings and equipment: cost or other basis

    $167,707

  • 10b · Land, buildings and equipment: accumulated depreciation

    $135,370

  • 10c · Land, buildings and equipment, net

    beginning of year $44,264 · end of year $32,337

  • 11 · Investments: publicly traded securities

    beginning of year $12,034,954 · end of year $12,411,260

  • 17 · Accounts payable and accrued expenses

    beginning of year $788,344 · end of year $855,896

  • 19 · Deferred revenue

    beginning of year $13,696,833 · end of year $13,432,405

  • 25 · Other liabilities

    beginning of year $36,901 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year -$2,082,602 · end of year -$1,335,378

Mission and programs · 2023

Mission

Home-based licensed continuing care retirement program serving Western PA.Envisage Life(name changed from Longwood at Home) is licensed by the Pennsylvania Department of Insurance and offers a compelling alternative to long-term care insurance for healthy, active older adults who would prefer to receive in-home services as their care needs may increase over time. As Western Pennsylvania's first and only continuing care at-home membership program, Envisage Life was developed, and continues to be operated by Presbyterian SeniorCare.

Activities or mission (Part I)

Home-based licensed continuing care retirement program serving Western PA.

  • Envisage is a long-term planning solution for adults age 60+ that allows them to anticipate their future care needs. Plan Members are able to receive supportive services and care in their own homes for as long as safely and medically practical. After a Member's eligibility is determined, having executed the program documents, the Member will be visited by a Personal Wellness & Care Coordinator. The Personal Wellness & Care Coordination Team will make regular visits at least annually to Members to identify any changes in health and functional status. When changes occur, arrangements will be made and, when covered by the Plan, will be provided at no cost to the Member according to the Plan options chosen at enrollment. Envisage now offers a "Signature" plan, which provides only care coordination services. Envisage was purposeful in the implementation of these plans with a goal to expand the target market to individuals that may have lower asset base or lower monthly income. In the fall of 2019, Presbyterian SeniorCare conducted a rebranding process and changed the name of the Property/Program from Longwood at Home, Inc. to Envisage Life. The corporation is now known as Envisage Life. Articles of Amendment were completed and filed December 16, 2019 and a copy of the Amended and Restated Articles of Incorporation of Envisage Life were updated and filed with the Department of Insurance, as well as submitted to the IRS with the 2019 990. Members were notified of the rebranded name on December 11, 2019. Presbyterian SeniorCare (PSC), was originally incorporated in the Commonwealth of Pennsylvania as a non-profit corporation in 1928. PSC is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended (the "Code"), and is not a private foundation within the meaning of Section 509 of the code. It was organized to provide facilities, services and programs for the comprehensive care of the older adult and to maintain such facilities in the interests of the residents. PSC presently owns and operates three Personal Care Homes: Westminster Place, Southminster Place, Woodside Place of Oakmont, and an Assisted Living community, Woodside Place of Washington that opened in March 2020. Beyond its ownership of Westminster Place, Southminster Place, Woodside Place of Oakmont and Woodside Place of Washington, PSC is the sole member of non-profit membership corporations or a member of joint ventures, which in turn own and operate other older adult housing, personal care and skilled nursing facilities located throughout Southwestern Pennsylvania. PSC is also the sole member of a non-stock corporation, SeniorCare Network, Inc., which manages certain additional supportive housing communities for seniors and persons with disabilities pursuant to management contracts with non-affiliated owners of the facilities.Presbyterian SeniorCare accepted Lutheran SeniorLife, a 501(c)(3)organization, as an additional member of the Provider in September 2019. Lutheran SeniorLife has a limited membership of ten percent (10%), Presbyterian SeniorCare will remain majority member of Envisage Life. The Articles of Incorporation were updated and provided to the Department of Insurance, and the IRS. Envisage members were notified of the Lutheran SeniorLife membership on Sept. 26, 2019 at the Quarterly Membership Meeting. Members were also notified in writing on Sept. 26, 2019 through a letter that was mailed to their home. The Board of Directors of Presbyterian SeniorCare elects the members of Envisage Life Board of Directors. There is no financial obligation from Presbyterian SeniorCare to Envisage Life. Currently, Envisage has approximately 400 members that are enrolled in one of eight plans, providing a home-based licensed continuing care retirement program serving Western PA.Envisage Life is licensed by the Pennsylvania Department of Insurance and offers a compelling alternative to long-term care insurance for healthy, active older adults who would prefer to receive in-home services as their care needs may increase over time. As Western Pennsylvania's first and only continuing care at-home membership program, Envisage Life was developed, and continues to be operated by Presbyterian SeniorCare. Established on January 25, 1928 in the Commonwealth of Pennsylvania, Presbyterian SeniorCare is a not-for-profit, charitable organization which provides facilities, services and programs for enhancing the quality of life of older adults. Presbyterian Seniorcare gives back to its local communities including providing charitable care to seniors it serves that no longer have the means to pay, and has approximately 1,500 team members who serve more than 6,500 older adults annually through 48 communities/service lines across 9 Western Pennsylvania counties, as well as through our at home programs of Envisage and Presbyterian SeniorCare Home Health. Presbyterian SeniorCare gives back to its local communities through promotion of health and wellness efforts, education and training programs, financial and in-kind donations, and special projects. Guided by its faith-based not-for-profit mission, the Presbyterian SeniorCare network provides approximately $2 million in benevolent care annually to residents in our personal care/assisted living communities show no longer have the means to pay, and $21 million in uncompensated care to residents in our nursing facilities who no longer have the means to pay.

    Expenses $4,503,874 · Revenue $4,832,814

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Debra Thompson

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • James B Pieffer

    Director, Chair and Presid

    Total calculated
    $432,858
    From this org
    $0
    From related orgs
    $398,715
    Other
    $34,143
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $398,715 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,200 related
    Nontaxable benefits
    $0 + $20,943 related
    Filer's total
    $0 + $432,858 related

  • Todd Boslau

    Director and Treasurer

    Total calculated
    $298,832
    From this org
    $0
    From related orgs
    $267,370
    Other
    $31,462
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $267,370 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $10,676 related
    Nontaxable benefits
    $0 + $20,786 related
    Filer's total
    $0 + $298,832 related

  • Linda DiSalle

    Director

    Total calculated
    $150,737
    From this org
    $0
    From related orgs
    $138,114
    Other
    $12,623
    Hours/week
    0.1

    Schedule J breakdown matched by us

    Base
    $0 + $138,114 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,287 related
    Nontaxable benefits
    $0 + $7,336 related
    Filer's total
    $0 + $150,737 related

  • Michael Gregory

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Jill P Gordon

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • David Fenoglietto

    Director

    Total calculated
    $0
    Hours/week
    0.1

  • Bobbi Jo Haden

    Secretary

    Total calculated
    $257,878
    From this org
    $0
    From related orgs
    $248,355
    Other
    $9,523
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $225,971 related
    Bonus
    $0 + $13,000 related
    Other
    $0 + $9,384 related
    Deferred
    $0 + $9,523 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $257,878 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Presbyterian SeniorCare Portfolio LP

    Low Income Housing Tax Credit property for the elderly · PA

  • Fairmont Apartments Limited Partnership

    Low Income Housing Tax Credit property for the elderly · PA

  • North Aiken Senior Housing LP

    Low Income Housing Tax Credit property for the elderly · PA

  • East End Senior Housing LP

    Low Income Housing Tax Credit property for the elderly · PA

  • Oaks Supportive Housing Associate

    Low Income Housing Tax Credit property for the elderly · PA

  • East End Senior Housing LLC

    General partner of Low Income Housing Tax Credit property · PA

  • Ross Presbyterian Senior Housing LP

    Low Income Housing Tax Credit property for the elderly · PA

  • Ross Presbyterian GP LLC

    General partner of Low Income Housing Tax Credit property · PA

  • 4003 Penn Avenue LLC

    General partner of Low Income Housing Tax Credit property · PA

  • York Lambeth LP

    Low Income Housing Tax Credit property for the elderly · PA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SeniorCare Network Inc

    Affordable Housing management company · PA

  • Fairmont Apartments Inc

    General partner of Low Income Housing Tax Credit property · PA

  • California Senior Housing Inc

    General partner of Low Income Housing Tax Credit property · PA

  • North Aiken Senior Housing Inc

    General partner of Low Income Housing Tax Credit property · PA

Provenance

Return type
form_990
Tax year
2023
Filed
26 June 2024
IRS schema version
2023v5.0
Source object
202401789349300420

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