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Nonprofiteer
← MORNINGSTAR SENIOR SOLUTIONS INC

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 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 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 Miles

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Dr James Martin

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Monica D McCandless

    MEMBER

    Total calculated
    $0
    Hours/week
    0.5
  • Sandra 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 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 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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202403209349307650

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