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← PASSAVANT RETIREMENT & HEALTH CENTER

Form 990 for tax year 2022

Filed by PASSAVANT RETIREMENT & HEALTH CENTER.

Totals

Total revenue
$31,648,612
Total expenses
$34,049,783
Contributions and grants received
$1,013,806
Grants paid
$0
Program service revenue
$29,067,138
Investment income
$1,036,602
Other revenue
$531,066
Total assets, end of year
$92,848,683
Total liabilities, end of year
$77,424,305
Net assets or fund balances, end of year
$15,424,378
Program services expenses (Part IX)
$25,157,945
Management and general expenses
$8,890,616
Fundraising expenses
$1,222
Program service expenses (Part III)
$25,157,945

Program services were 73.9% 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.

  • 1e · Government grants (contributions)

    $220,441

  • 1f · All other contributions, gifts and grants

    $793,365

  • 2a · Program service revenue: PATIENT SERVICE REVENUE

    total $12,467,767 · related or exempt $12,467,767

  • 2b · Program service revenue: RESIDENT SERVICE REVENUE

    total $9,230,451 · related or exempt $9,230,451

  • 2c · Program service revenue: PERSONAL CARE

    total $6,580,545 · related or exempt $6,580,545

  • 2d · Program service revenue: NURSING HOME ASSESSMENT

    total $788,375 · related or exempt $788,375

  • 3 · Investment income

    total $658,612 · excluded $658,612

  • 6a · Gross rents

    real property $142,345

  • 6b · Less rental expenses

    real property $27,954

  • 6c · Rental income or loss

    real property $114,391

  • 6d · Net rental income or loss

    total $114,391 · excluded $114,391

  • 7a · Gross sales of assets other than inventory

    securities $365,990 · other assets $12,000

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $365,990 · other assets $12,000

  • 7d · Net gain or loss

    total $377,990 · excluded $377,990

  • 11a · Other revenue: MISCELLANEOUS

    total $331,000 · related or exempt $331,000

  • 11b · Other revenue: NONOPERATING INCOME & EXPENSE

    total $85,675 · excluded $85,675

  • 11e · Other revenue, total

    $416,675

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $10,532,085 · program services $9,850,036 · management and general $682,049

  • 8 · Pension plan contributions

    total $161,610 · program services $148,231 · management and general $13,379

  • 9 · Other employee benefits

    total $1,254,431 · program services $1,142,807 · management and general $111,624

  • 10 · Payroll taxes

    total $782,698 · program services $729,580 · management and general $53,118

  • 11a · Fees: management

    total $2,652,105 · management and general $2,652,105

  • 11b · Fees: legal

    total $92,325 · management and general $92,325

  • 11c · Fees: accounting

    total $27,531 · management and general $27,531

  • 11g · Fees: other

    total $3,523,581 · program services $3,404,649 · management and general $118,932

  • 12 · Advertising and promotion

    total $14,599 · program services $315 · management and general $14,284

  • 13 · Office expenses

    total $239,381 · program services $201,200 · management and general $37,415 · fundraising $766

  • 14 · Information technology

    total $244,455 · program services $239,665 · management and general $4,790

  • 16 · Occupancy

    total $1,991,226 · program services $1,823,131 · management and general $168,095

  • 17 · Travel

    total $9,093 · program services $4,236 · management and general $4,857

  • 19 · Conferences, conventions and meetings

    total $4,085 · program services $3,095 · management and general $990

  • 20 · Interest

    total $1,967,674 · program services $3,593 · management and general $1,964,081

  • 22 · Depreciation, depletion and amortization

    total $4,201,221 · program services $2,900,008 · management and general $1,301,107 · fundraising $106

  • 23 · Insurance

    total $756,707 · management and general $756,707

  • 24a · Other expenses: FOOD

    total $2,798,693 · program services $2,774,548 · management and general $24,145

  • 24b · Other expenses: MAINTENANCE & EQUIPMENT

    total $1,195,476 · program services $1,160,869 · management and general $34,257 · fundraising $350

  • 24c · Other expenses: RESIDENT

    total $583,220 · program services $561,491 · management and general $21,729

  • 24d · Other expenses: NURSING HOME ASSESSMENT

    total $286,926 · management and general $286,926

  • 24e · All other expenses

    total $730,661 · program services $210,491 · management and general $520,170

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,701,294 · end of year $1,747,552

  • 3 · Pledges and grants receivable

    beginning of year $868 · end of year $1,430

  • 4 · Accounts receivable

    beginning of year $1,495,367 · end of year $1,757,294

  • 8 · Inventories for sale or use

    beginning of year $155,738 · end of year $150,613

  • 9 · Prepaid expenses and deferred charges

    beginning of year $258,814 · end of year $262,026

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

    $116,905,395

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

    $57,141,056

  • 10c · Land, buildings and equipment, net

    beginning of year $61,474,249 · end of year $59,764,339

  • 11 · Investments: publicly traded securities

    beginning of year $23,111,948 · end of year $24,315,559

  • 12 · Investments: other securities

    beginning of year $1,667,781 · end of year $1,738,474

  • 15 · Other assets

    beginning of year $1,398,247 · end of year $3,111,396

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,177,550 · end of year $6,510,919

  • 19 · Deferred revenue

    beginning of year $11,711,138 · end of year $13,151,785

  • 20 · Tax-exempt bond liabilities

    beginning of year $45,217,911 · end of year $44,351,775

  • 23 · Secured mortgages and notes payable

    beginning of year $303,016

  • 25 · Other liabilities

    beginning of year $13,489,610 · end of year $13,409,826

  • 27 · Net assets without donor restrictions

    beginning of year $12,426,328 · end of year $12,020,523

  • 28 · Net assets with donor restrictions

    beginning of year $2,938,753 · end of year $3,403,855

Mission and programs · 2022

Mission

PASSAVANT RETIREMENT COMMUNITY IS A 501(C)(3) CONTINUING CARE RETIREMENT COMMUNITY WITH A 115+ YEAR HISTORY OF PROVIDING FAITH-BASED, NON-PROFIT SERVCIES TO ELDERS IN WESTERN PENNSYLVANIA.

Activities or mission (Part I)

CONTINUING CARE RETIREMENT COMMUNITY PROVIDING FAITH-BASED NON PROFIT SERVICES TO ELDERS.

  • LUTHERAN SENIORLIFE PASSAVANT COMMUNITY IS A 501(C) (3) LIFE PLAN COMMUNITY WITH A 115+ YEAR HISTORY OF PROVIDING FAITH-BASED, NON-PROFIT SERVICES TO ELDERS IN WESTERN PENNSYLVANIA. LOCATED ON 42 ACRES IN ZELIENOPLE, PA, PASSAVANT COMMUNITY IS ONE OF LUTHERAN SENIORLIFE'S SENIOR LIVING COMMUNITIES DEDICATED TO PROVIDING OPPORTUNITIES FOR ABUNDANT LIFE TO ELDERS. WE PROVIDE A COMPLETE CONTINUUM OF CARE INCLUDING RESIDENTIAL LIVING IN COTTAGES, VILLAS, AND APARTMENTS, PERSONAL CARE IN TWO VENUES, LONG TERM NURSING, SHORT TERM REHABILITATION, MEMORY CARE, AND ADULT DAY CARE. OUR ABUNDANT LIFE CENTER ACCOMMODATES 102 ELDERS EITHER REQUIRING SHORT TERM SKILLED REHABILITATION SERVICES OR NEEDING LONG TERM NURSING SERVICES. THE NURSING COMMUNITY IS DESIGNED IN A HOUSEHOLD MODEL WITH 6 NURSING HOUSEHOLDS. EACH HOUSEHOLD HAS ACCOMMODATIONS FOR 17 RESIDENTS. THIS LIFE AFFIRMING ENVIRONMENT AFFORDS RESIDENTS PRIVACY IN 96 PRIVATE ROOMS AND THREE (3) SEMI-PRIVATE SUITES. EACH HOUSEHOLD IS ALSO APPOINTED WITH A FULL SERVICE KITCHEN AND DINING ROOM ALONG WITH A FAMILY ROOM AND ACCESS TO THE OUTDOORS. WE CONTINUE OUR WORK TO TRANSFORM OUR CULTURE TO ONE THAT IS TRULY PERSON-DIRECTED, WHERE RESIDENTS DIRECT THE COURSE OF THEIR DAY. EACH ELDER'S VOICE IS HONORED AND WE CONTINUALLY EVALUATE OUR PRACTICES AND ADAPT OUR PROCESSES TO BETTER MEET THEIR NEEDS. PASSAVANT COMMUNITY PROVIDES SERVICE TO PERSONAL CARE RESIDENTS IN TWO DIFFERENT VENUES IN NEWHAVEN COURT AND IN THE ABUNDANT LIFE CENTER. NEWHAVEN COURT HAS 92 APARTMENTS BUILT IN A NEIGHBORHOOD MODEL AND THE ABUNDANT LIFE CENTER HAS TWO HOUSEHOLDS, ONE OF WHICH IS SPECIFICALLY DESIGNED FOR INDIVIDUALS NEEDING MEMORY SUPPORT. WE OFFER VARIED OPTIONS FOR INDIVIDUALS WANTING TO LIVE RESIDENTIALLY FROM SEVERAL DIFFERENT APARTMENT BUILDINGS TO VARIED COTTAGE STYLES. THE ABUNDANT LIFE CENTER IS THE COMMUNITY'S HUB AND PROVIDES VARIED COMMUNITY LIFE OFFERINGS FROM THE FITNESS CENTER TO VARIED DINING VENUES. MANY OF THE RESIDENTS ARE ACTIVE VOLUNTEERS BOTH ON THE CAMPUS AS WELL AS IN THE COMMUNITY AT LARGE. THEY TEACH CLASSES, FACILITATE PROGRAMS, AND PROVIDE VALUABLE INPUT IN OPERATIONAL DECISIONS THAT AFFECT THEM DIRECTLY. WE CONTINUE TO OFFER OUR ADULT DAY PROGRAM KNOWN AS MY DAY OUT TO BOTH RESIDENTS OF OUR CAMPUS AS WELL AS THE SURROUNDING COMMUNITY AND WE CONTINUE TO BE AN ALTERNATIVE CARE SITE FOR LUTHERAN SENIORLIFE'S LIFE BUTLER PROGRAM AS WELL AS A PROVIDER THROUGH THE AREA AGENCY ON AGING. THE MEDICAL CLINIC ON CAMPUS SERVES RESIDENTS THROUGH PRIMARY CARE PHYSICIANS AND SPECIALISTS. GUIDED BY ITS FAITH-BASED NON-PROFIT MISSION, RESIDENTS ACCEPTED INTO PASSAVANT COMMUNITY'S CONTINUUM OF CARE ARE NOT ASKED TO LEAVE SHOULD THEY OUTLIVE THEIR RESOURCES. IN FY 2023, PASSAVANT COMMUNITY PROVIDED SUPPORT OF $740,044 THROUGH ITS BENEVOLENT CARE PROGRAM.

    Expenses $25,157,945 · Revenue $29,398,138

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David J Fenoglietto

    CHAIRMAN / CEO

    Total calculated
    $418,740
    From this org
    $0
    From related orgs
    $379,438
    Other
    $39,302
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $379,438 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $9,186 related
    Nontaxable benefits
    $0 + $30,116 related
    Filer's total
    $0 + $418,740 related
  • Jeffrey L Carraway

    TREASURER / CFO

    Total calculated
    $255,687
    From this org
    $0
    From related orgs
    $222,862
    Other
    $32,825
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,862 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $6,839 related
    Nontaxable benefits
    $0 + $25,986 related
    Filer's total
    $0 + $255,687 related
  • Laura Roy

    SECRETARY

    Total calculated
    $213,236
    From this org
    $0
    From related orgs
    $194,122
    Other
    $19,114
    Hours/week
    40 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $194,122 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $5,531 related
    Nontaxable benefits
    $0 + $13,583 related
    Filer's total
    $0 + $213,236 related
  • Elizabeth A Boes

    NURSE WOUND CARE

    Total calculated
    $127,184
    From this org
    $104,739
    From related orgs
    $0
    Other
    $22,445
    Hours/week
    40 + 1 related
  • Patricia A Dinardo-Synan

    SUPERVISOR, NURSING

    Total calculated
    $117,873
    From this org
    $105,967
    From related orgs
    $0
    Other
    $11,906
    Hours/week
    40 + 1 related
  • Elizabeth J Garrett

    ASSOCIATE DIRECTOR

    Total calculated
    $119,479
    From this org
    $106,542
    From related orgs
    $0
    Other
    $12,937
    Hours/week
    40 + 1 related
  • Rhonda S Hoover

    COORDINATOR ELDER CARE

    Total calculated
    $127,637
    From this org
    $119,567
    From related orgs
    $0
    Other
    $8,070
    Hours/week
    40 + 1 related
  • Rhonda Bowers

    COORDINATOR ELDER CARE`

    Total calculated
    $121,348
    From this org
    $107,808
    From related orgs
    $0
    Other
    $13,540
    Hours/week
    40 + 1 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 · 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.

  • LUTHERN SENIORLIFE

    501(C)(3) · TO PROVIDE SUPPORT AND MANAGEMENT TO EXEMPT AFFILIATES · PA

  • ST JOHN LUTHERAN CARE CENTER

    501(C)(3) · SKILLED NURSING AND PERSONAL CARE FACILITY SERVICING MORE THAN 300 RESIDENTS · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • LUTHER COURT INC

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • LAS GERIATRIC CARE SERVICES INC

    501(C)(3) · PROVIDER OF MEDICAL GERIATRIC THERAPY SERVICES TO ITS EXEMPT AFFILIATES · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • LUTHERAN SENIORLIFE FOUNDATION

    501(C)(3) · ORGANIZATION THAT PROMOTOES THE CHARITABLE INTERESTS OF ITS EXEMPT AFFILIATE · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • SAMARITAN HEALTHCARE INC

    501(C)(3) · TO PROVIDE HEALTH CARE SERVICES TO THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE INC

    501(C)(3) · PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE BEAVER LLC

    501(C)(3) · PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE BUTLER LLC

    501(C)(3) · PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • MARS HOLDINGS INC

    501(C)(3) · PROVIDER OF DEMENTIA ASSISTED LIVING AND RESIDENTAL. · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • BEHOME PARTNERS

    501(C)(3) · PROVIDER OF HOME HEALTH SERVICES IN SKILLED NURSING, THERAPY & PRIVATE DUTY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VISITING NURSES ASSOCIATION OF BUTLER COUNTY INC

    501(C)(3) · TO OPTIMIZE HEALTH AND INDEPENDENCE AND TO KEEP RESIDENTS OF OUR COMMUNITY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • HOSPICE SERVICES INC

    501(C)(3) · TO PROVIDE COMPASSIONATE, QUALITY CARE FOR PEOPLE WITH LIFE-LIMITING ILLNESS · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VALLEY CARE ASSOCIATION

    501(C)(3) · TO PROVIDE DAY CARE SERVICES FOR OLDER AULTS TO ENHANCE QUALITY OF LIFE · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • THE LUTHERAN SERVICE SOCIETY OF W PA

    501(C)(3) · PROVIDE PROGRAMS AND SERVICES FOR PEOPLE TO LEAD INDEPENDENT DIGNIFIED LIVES · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • VIECARE ARMSTRONG LLC

    501(C)(3) · PROVIDER OF HOME AND COMMUNITY BASED HEALTHCARE TO LOW INCOME ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • CHIPPEWA LUTHERAN HOUSING CORP

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • GIRARD LUTHERAN HOUSING CORPORATION

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • JAMESTOWN LUTHERAN HOUSING CORPORATION

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • LUTHERAN HOUSING CORP OF OIL CITY

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

  • TITUSVILLE SENIOR HOUSING CORPORATION

    501(C)(3) · TO PROVIDE LOW INCOME HOUSING FOR THE ELDERLY · PA

    Directly controlled by LUTHERAN SENIORLIFE

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 corporations and trusts

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

  • TIMON PROPERTY DEVELOPMENT COMPANY

    C · PROVIDER OF SENIOR HOUSING · PA

Provenance

Return type
form_990
Tax year
2022
Filed
21 April 2024
IRS schema version
2022v5.0
Source object
202441149349301779

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