Form 990 for tax year 2023
Filed by MORNINGSTAR SENIOR SOLUTIONS INC.
Totals
- Total revenue
- $546,706
- Total expenses
- $646,762
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $546,706
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $192,310
- Total liabilities, end of year
- $2,360,141
- Net assets or fund balances, end of year
- -$2,167,831
- Program services expenses (Part IX)
- $440,643
- Management and general expenses
- $206,119
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $440,643
Program services were 68.1% 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: HOME CARE
total $546,706 · related or exempt $546,706
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $444,419 · program services $326,242 · management and general $118,177
-
8 · Pension plan contributions
total $7,510 · program services $5,513 · management and general $1,997
-
9 · Other employee benefits
total $58,883 · program services $43,225 · management and general $15,658
-
10 · Payroll taxes
total $53,736 · program services $39,447 · management and general $14,289
-
11a · Fees: management
total $25,000 · management and general $25,000
-
11g · Fees: other
total $3,346 · management and general $3,346
-
12 · Advertising and promotion
total $7,881 · management and general $7,881
-
13 · Office expenses
total $11,835 · program services $6,215 · management and general $5,620
-
17 · Travel
total $2,580 · program services $2,580
-
20 · Interest
total $13,705 · management and general $13,705
-
22 · Depreciation, depletion and amortization
total $446 · management and general $446
-
23 · Insurance
total $16,950 · program services $16,950
-
24a · Other expenses: OTHER EMPLOYEE EXPENSES
total $197 · program services $197
-
24b · Other expenses: EMPLOYEE RECRUITMENT
total $174 · program services $174
-
24c · Other expenses: DUES AND SUBSCRIPTIONS
total $100 · program services $100
Balance sheet
Part X, book values.
-
4 · Accounts receivable
beginning of year $190,287 · end of year $189,534
-
9 · Prepaid expenses and deferred charges
beginning of year $100 · end of year $100
-
10a · Land, buildings and equipment: cost or other basis
$3,642
-
10b · Land, buildings and equipment: accumulated depreciation
$966
-
10c · Land, buildings and equipment, net
beginning of year $3,122 · end of year $2,676
-
17 · Accounts payable and accrued expenses
beginning of year $46,267 · end of year $59,123
-
25 · Other liabilities
beginning of year $2,215,017 · end of year $2,301,018
-
27 · Net assets without donor restrictions
beginning of year -$2,067,775 · end of year -$2,167,831
Mission and programs · 2023
Mission
MORNINGSTAR SENIOR SOLUTIONS STRIVES TO BE LEADING PROVIDER OF HOME CARE SERVICES TO OLDER ADULTS IN THE GREATER LEHIGH VALLEY COMMUNITY.
Activities or mission (Part I)
MORNINGSTAR SENIOR SOLUTIONS PROVIDES HOME CARE SERVICES TO OLDER ADULTS.
-
THE ORGANIZATION'S PURPOSE IS TO ESTABLISH, OPERATE, MAINTAIN, SPONSOR, AND PROMOTE A NETWORK OF COMMUNITY SUPPORT SERVICES SUCH AS HOME SERVICES, THAT DIRECTLY OR INDIRECTLY IMPROVE THE SAFETY AND WELL-BEING OF ELDERLY OR INFIRMED PERSONS. THE ORGANIZATION IS LICENSED BY THE PENNSYLVANIA DEPARTMENT OF HEALTH AS A HOME CARE AGENCY. THE ORGANIZATION ARRANGES FOR THE PROVISION OF HOME CARE SERVICES UNDER THE NAME "SENIOR SOLUTIONS" IN ALLENTOWN, BETHLEHEM, EASTON AND SURROUNDING AREAS IN PENNSYLVANIA. HOME CARE SERVICES ARE DESIGNED TO ALLOW CLIENTS TO STAY IN THEIR HOME OR FACILITY LONGER, THEREBY MAINTAINING INDEPENDENCE AND PRESERVING ASSETS. UNDER PENNSYLVANIA LAW, A HOME CARE AGENCY IS AN ORGANIZATION THAT SUPPLIES, ARRANGES OR SCHEDULES EMPLOYEES TO PROVIDE HOME CARE SERVICES, AS DIRECTED BY THE CONSUMER OR THE CONSUMER'S REPRESENTATIVE, IN THE CONSUMER'S PLACE OF RESIDENCE OR OTHER INDEPENDENT LIVING ENVIRONMENT. AS A HOME CARE AGENCY, THE ORGANIZATION PROVIDES ASSISTANCE WITH BATHING, SHAVING, GROOMING, DRESSING, MEAL PREPARATION, FEEDING, TOILETING; ASSISTANCE WITH SELF-ADMINISTERED MEDICATIONS, AMBULATION AND TRANSFERRING; COMPANIONSHIP SERVICES; ACCOMPANIMENT TO APPOINTMENTS; AND ASSISTANCE WITH LAUNDRY, SHOPPING, TRANSPORTATION, LIGHT HOUSEKEEPING AND HOMEMAKING. THESE SERVICES MAY ALSO BE DESCRIBED AS PERSONAL CARE AND/OR HOME SUPPORT SERVICES. HOME CARE SERVICES ARE PROVIDED TO INDIVIDUALS WHO ARE ELDERLY, RECOVERING PATIENTS, SUFFERING FROM MEMORY IMPAIRMENTS, PHYSICALLY DISABLED, AND/OR VISUALLY IMPAIRED. THE ORGANIZATION'S OPERATIONS ARE FUNDED THROUGH REVENUE GENERATED BY THE HOME CARE SERVICES THAT IT PROVIDES. THE ORGANIZATION DOES NOT BASE ITS FEES ON AN INDIVIDUAL'S ABILITY TO PAY. IF AN INDIVIDUAL BECOMES UNABLE TO PAY FOR SERVICES PROVIDED, THE ORGANIZATION WILL CONTINUE TO PROVIDE THOSE SERVICES CONSISTENT WITH ITS CHARITY CARE AND FINANCIAL ASSISTANCE POLICY. ANY FUNDRAISING PROGRAM WOULD BE CONDUCTED FOR PURPOSES OF RAISING MONEY TO OFFSET THE COST OF PROVIDING CURRENT OR FUTURE CHARITABLE CARE FOR THOSE CLIENTS WHO NEED THE SERVICES BUT CANNOT AFFORD TO PAY IN FULL.
Expenses $440,643 · Revenue $546,706
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Susan C DrabicSUSAN C DRABIC
CHAIR/PRESIDENT/CEO (UNTIL 9/30/23)
- Total calculated
- $391,148
- From this org
- $0
- From related orgs
- $365,516
- Other
- $25,632
- Hours/week
- 2 + 50.1 related
Schedule J breakdown matched by us
- Base
- $0 + $253,720 related
- Bonus
- $0 + $105,855 related
- Other
- $0 + $5,941 related
- Deferred
- $0 + $22,875 related
- Nontaxable benefits
- $0 + $2,757 related
- Filer's total
- $0 + $391,148 related
-
Christopher T HuntCHRISTOPHER T HUNT
SECRETARY & TREASURER/CFO
- Total calculated
- $250,792
- From this org
- $0
- From related orgs
- $214,525
- Other
- $36,267
- Hours/week
- 2 + 50.1 related
Schedule J breakdown matched by us
- Base
- $0 + $205,432 related
- Bonus
- $0 + $8,679 related
- Other
- $0 + $414 related
- Deferred
- $0 + $17,821 related
- Nontaxable benefits
- $0 + $18,446 related
- Filer's total
- $0 + $250,792 related
-
Dr Alma MilesDR ALMA MILES
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr James MartinDR JAMES MARTIN
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Monica D McCandlessMONICA D MCCANDLESS
MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Sandra MassettiSANDRA MASSETTI
MEMBER/DEMENTIA PROG/TRAINING
- Total calculated
- $29,164
- From this org
- $0
- From related orgs
- $29,164
- Other
- $0
- Hours/week
- 0.5 + 5 related
-
Susan CapobiancoSUSAN CAPOBIANCO
CHAIR/EXECUTIVE DIRECTOR
- Total calculated
- $197,583
- From this org
- $0
- From related orgs
- $177,461
- Other
- $20,122
- Hours/week
- 2 + 50.1 related
Schedule J breakdown matched by us
- Base
- $0 + $168,930 related
- Bonus
- $0 + $7,604 related
- Other
- $0 + $927 related
- Deferred
- $0 + $13,930 related
- Nontaxable benefits
- $0 + $6,192 related
- Filer's total
- $0 + $197,583 related
-
J David SwartleyJ DAVID SWARTLEY
CEO
- Total calculated
- $281,416
- From this org
- $0
- From related orgs
- $263,190
- Other
- $18,226
- Hours/week
- 2 + 50.1 related
Schedule J breakdown matched by us
- Base
- $0 + $263,190 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $6,616 related
- Nontaxable benefits
- $0 + $11,610 related
- Filer's total
- $0 + $281,416 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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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
The filer's explanations (Part III)
- PART I, LINE 3
- MORNINGSTAR SENIOR SOLUTIONS' PARENT, MORNINGSTAR SENIOR LIVING, USES METHODS SUCH AS COMPENSATION STUDIES AND APPROVAL BY THE BOARD/COMMITTEES TO DETERMINE THE PRESIDENT AND CEO'S COMPENSATION.
- PART I, LINE 4B
- MORNINGSTAR SENIOR LIVING, INC. SPONSORS THE MORNINGSTAR SENIOR LIVING 457(B) PLAN WHICH IS A NONQUALIFIED, NON-ERISA, ELIGIBLE DEFERRED COMPENSATION PLAN WITHIN THE MEANING OF CODE SECTION 457(B). THE PLAN PROVIDES FOR ELECTIVE EMPLOYEE CONTRIBUTIONS THROUGH SALARY DEFERRALS, COMPANY CONTRIBUTIONS, AND ROLLOVER CONTRIBUTIONS. ELIGIBLE PARTICIPANTS IN THE PLAN INCLUDE THE PRESIDENT & CEO, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, AND CHIEF INFORMATION OFFICER. THERE WERE NO COMPANY CONTRIBUTIONS MADE TO THE PLAN DURING THE YEAR ENDED DECEMBER 31, 2023.
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.
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501(C)(3) · ELDERLY CARE · PA
Directly controlled by UNITAS COMMUNITIES
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MORNINGSTAR SENIOR LIVING FOUNDATION
501(C)(3) · SUPPORTING ORGANIZATION · PA
Directly controlled by MORNINGSTAR SENIOR LIVING INC
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501(C)(3) · SUPPORTING ORGANIZATION · PA
-
501(C)(3) · SENIOR LIVING COMMUNITY · PA
Directly controlled by UNITAS COMMUNITIES
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403209349307650
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