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Nonprofiteer
← LONGWOOD AT OAKMONT INC

Form 990 for tax year 2025

Filed by LONGWOOD AT OAKMONT INC.

Totals

Total revenue
$35,149,102
Total expenses
$36,078,822
Contributions and grants received
$256,281
Grants paid
$0
Program service revenue
$33,604,936
Investment income
$1,287,885
Other revenue
$0
Total assets, end of year
$99,882,603
Total liabilities, end of year
$142,481,222
Net assets or fund balances, end of year
-$42,598,619
Program services expenses (Part IX)
$29,412,053
Management and general expenses
$6,666,769
Fundraising expenses
$0
Program service expenses (Part III)
$29,412,053

Program services were 81.5% 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.

  • 1d · Related organizations

    $256,281

  • 2a · Program service revenue: Net resident service revenue

    total $33,604,936 · related or exempt $33,604,936

  • 3 · Investment income

    total $1,633,791 · excluded $1,633,791

  • 7a · Gross sales of assets other than inventory

    securities $6,837,519

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

    securities $7,183,425

  • 7c · Gain or loss

    securities -$345,906

  • 7d · Net gain or loss

    total -$345,906 · related or exempt -$345,906

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $8,006,873 · program services $7,494,955 · management and general $511,918

  • 8 · Pension plan contributions

    total $84,158 · program services $68,937 · management and general $15,221

  • 9 · Other employee benefits

    total $1,217,043 · program services $951,169 · management and general $265,874

  • 10 · Payroll taxes

    total $597,639 · program services $558,803 · management and general $38,836

  • 11a · Fees: management

    total $3,250,000 · management and general $3,250,000

  • 11b · Fees: legal

    total $24,493 · management and general $24,493

  • 11c · Fees: accounting

    total $62,745 · management and general $62,745

  • 11g · Fees: other

    total $6,372,172 · program services $6,237,116 · management and general $135,056

  • 14 · Information technology

    total $424,244 · management and general $424,244

  • 16 · Occupancy

    total $2,305,988 · program services $2,305,988

  • 20 · Interest

    total $2,654,609 · program services $2,654,609

  • 22 · Depreciation, depletion and amortization

    total $5,510,246 · program services $5,510,246

  • 23 · Insurance

    total $728,184 · management and general $728,184

  • 24a · Other expenses: Dietary Supplies

    total $2,018,436 · program services $2,015,915 · management and general $2,521

  • 24b · Other expenses: Repairs & Maintenance

    total $1,006,292 · program services $1,002,447 · management and general $3,845

  • 24c · Other expenses: Payment in Lieu of Taxe

    total $1,005,415 · management and general $1,005,415

  • 24d · Other expenses: Supplies

    total $704,333 · program services $505,916 · management and general $198,417

  • 24e · All other expenses

    total $105,952 · program services $105,952

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $301,534 · end of year $416,007

  • 2 · Savings and temporary cash investments

    beginning of year $9,401,537 · end of year $8,878,927

  • 4 · Accounts receivable

    beginning of year $498,378 · end of year $361,958

  • 9 · Prepaid expenses and deferred charges

    beginning of year $151,541 · end of year $120,359

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

    $167,342,481

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

    $104,821,748

  • 10c · Land, buildings and equipment, net

    beginning of year $64,242,962 · end of year $62,520,733

  • 11 · Investments: publicly traded securities

    beginning of year $23,579,655 · end of year $26,477,117

  • 15 · Other assets

    beginning of year $1,248,416 · end of year $1,107,502

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,495,789 · end of year $4,469,586

  • 19 · Deferred revenue

    beginning of year $28,015,423 · end of year $28,291,794

  • 20 · Tax-exempt bond liabilities

    beginning of year $52,629,655 · end of year $52,106,014

  • 25 · Other liabilities

    beginning of year $57,954,363 · end of year $57,613,828

  • 27 · Net assets without donor restrictions

    beginning of year -$45,308,513 · end of year -$44,414,624

  • 28 · Net assets with donor restrictions

    beginning of year $1,637,306 · end of year $1,816,005

Mission and programs · 2025

Mission

Continuing care retirement community providing a full range of quality amenities & support including an accredited LifeCare model that provides priority access to future healthcare services.

Activities or mission (Part I)

Longwood at Oakmont is a continuing care retirement community recognized by the Pennsylvania Department of Insurance to provide residential living accommodations and services to individuals 62 years or older. Longwood is located on a beautiful 60-acre site, and consists of 341 residential homes ranging from studio apartments to three-bedroom Country Homes. Longwood offers casual sophisticated living with quality amenities and an accredited LifeCare model that provides priority access for future healthcare services if needed, including personal care, skilled nursing, dementia care, and rehabilitation. Longwood at Oakmont was developed, and is operated, by Presbyterian SeniorCare a not-for-profit, charitable organization. In the curren year, and across its regional network, it provided a combined total of $21 million in benevolent (charitable) and uncompensated care.

  • Longwood at Oakmont serves over 390 older adults on a continuing basis. Since 2017, Longwood at Oakmont has partnered Masterpiece Living, a multi-specialty group that currently partners with more than 80 organizations nationwide in order to maximize the potential of older adults. Through the partnership, Longwood accesses research and tools that provide opportunities for each of its residents, and the community as a whole, to measure progress against four key dimensions of successful living - spiritual, intellectual, physical and social. In 2019, Longwood received certification designation from Masterpiece Living as a Center for Successful Aging (CSA). CSAs fulfill the need for high quality successful aging service providers, and are regional destinations that implement innovative practices, both within their organization and for the greater community. These destinations empower residents and team members to maximize their potential by applying the latest research on successful aging and demonstrating measured results. Launched by Masterpiece Living, CSA designation distinguishes the best successful aging organizations in the country. Currently, there are only 23 locations nationwide.At Longwood, better choices for a better life include a variety of financial and monthly agreements. With a LifeCare package, residents make an upfront investment, which offers refundability options to their estate, and includes unlimited use of healthcare services if needed. Another affordable option is the month-to-month rentals available on a limited number of residences on a first-come, first-serve basis that includes access to community amenities without having to make the long-term commitment and significant upfront investment. Another option, SelectCare, offers a lower upfront investment and provides access to health care services when and where available at prevailing market rates. In 2017, Longwood implemented a Care Management model that provides a personal care manager to every resident in independent living. Care Management Services support successful living at Longwood by helping independent living residents maintain their highest level of functioning. One way we distinguish ourselves is by pursuing CARF Accreditation. CARF is an international, not-for-profit organization that promotes quality, value, and optimal outcomes by conducting surveys to assure that quality standards are being met. Participation in CARF accreditation is voluntary and requires a commitment of time and resources.In 2016, as part of Presbyterian SeniorCare Network, Longwood at Oakmont attained accreditation under CARF's Network standards. Introduced in 2016, the "Network" standards were implemented by CARF in order to "support networks' development toward continuity of services among multiple providers and to support quality when a legal entity does not own all participating providers within its network." Longwood at Oakmont achieved CARF accreditation in four additional program areas: Continuing Care Retirement Community, Person-Centered Long-Term Care Community, Dementia Care Specialty, and Assisted Living. A Person-Centered Long-Term Care Community, according to CARF, "is a place where persons served want to live, people want to work, and both choose to stay." CARF defines a Dementia Care Specialty Program as one that delivers services focused on the unique and changing physical, cognitive, communication, emotional, psychosocial, behavioral, occupational, medical, palliative, educational, environmental, and leisure/recreational needs of persons with dementia. Under CARF, the Assisted Living accreditation also encompasses personal care communities and is defined as "a residential program that provides meals, housing, and a range of hospitality and personal care services for adults of all ages in a supportive and safe home-like setting."Presbyterian SeniorCare has been instrumental in developing, and is the sole member of, numerous not-for-profit membership corporations that provide older adults with living and service options including: a regional system of housing for low income seniors and persons with disabilities, personal care, Alzheimer's and dementia care, long-term and rehabilitation healthcare, home health, and community services for older adults. Additionally, in collaboration with Jewish Association on Aging and UPMC, we are a sponsor of Community LIFE, a non-profit program that provides comprehensive health and social services to approximately 600 frail, elderly adults so that they can continue to live in their homes. Presbyterian SeniorCare strives to participate with the provider networks of all of the major insurers and health systems in the markets we serve.The Internal Revenue Service has determined that Presbyterian SeniorCare is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. However, as a responsible corporate citizen, 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, Presbyterian SeniorCare provides approximately $3.2 million in benevolent care annually to residents in our personal care communities who no longer have the means to pay. In 2025 across its regional network, it provided a combined total of $29.8 million in benevolent (charitable) and uncompensated care. This included $338,000 of benevolent care provided to Longwood at Oakmont residents in 2025. Benevolent care is supported by the Longwood Life Care Fund, which provides assistance to Longwood LifeCare residents who have outlived their resources and no longer have the ability to meet the monthly maintenance fees. Presbyterian SeniorCare is recognized as a Dementia Care Center of Excellence and is partnering in the training of hospital emergency department staff and first responders. At its Longwood at Oakmont campus, the Hanna HealthCare Center offers skilled nursing and rehabilitation services as well as specialized dementia care. Recognizing the pervasiveness of cognitive impairment among older adults, all employees since 2015, including even those who were not direct caregivers, receive training through the National Alzheimer's Association. Additionally, direct care givers complete an immersion experience that is over and above the training provided to all employees. Presbyterian SeniorCare developed Dementia360, which began a phased rollout in 2019 and extends dementia care management into the home setting to support family caregivers who are caring for persons with Alzheimer's disease and related dementias. The program aims to prevent unnecessary hospitalizations and delay nursing home placement while enhancing the quality of life for both the person living with the disease and the caregiver. In keeping with our person-centered care philosophy, our 5 skilled nursing communities have been transformed from the traditional institutional setting and medical model of yesteryear to home-like environments that deliver personalized care with an emphasis on enhancing quality of life. More than 50% of persons served annually are covered by Medical Assistance. Presbyterian SeniorCare Network has approximately 2,200 team members who serve 6,500 older adults annually across 9 counties and 55 communities / service lines as well as through our at-home programs of Envisage and Presbyterian SeniorCare Home Health.Beginning in 2013, a deliberate multi-year, multi-phase education and awareness effort was launched to foster diversity, equity and inclusion to prepare our Network to serve an increasingly diverse aging population and to appropriately engage and support an increasingly diverse workforce. Utilizing a local foundation grant, Presbyterian SeniorCare developed a career pathways program in collaboration with middle and high schools to create awareness of healthcare careers in senior services and long-term care. In 2018, programs were piloted at the Oakmont and Washington campuses including a summer volunteer program for teens 13 to 16 and a curriculum-based initiative in partnership with three high schools in the Pittsburgh Public Schools and, in Washington County, Trinity High School and Western Area Career and Technology Center.

    Expenses $29,412,053 · Revenue $33,259,030

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Steve Ek

    Director

    Total calculated
    $0
    Hours/week
    1

  • Douglass E Harrison

    Director

    Total calculated
    $0
    Hours/week
    1

  • James B Pieffer

    Director, Chair and Presid

    Total calculated
    $513,855
    From this org
    $0
    From related orgs
    $484,822
    Other
    $29,033
    Hours/week
    5

    Schedule J breakdown matched by us

    Base
    $0 + $428,822 related
    Bonus
    $0 + $56,000 related
    Other
    $0
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $15,233 related
    Filer's total
    $0 + $513,855 related

  • Barbara M Sullivan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Donald Stoner

    Director (Resident Represe

    Total calculated
    $0
    Hours/week
    1

  • Susan McIntosh

    Director (Resident Represe

    Total calculated
    $0
    Hours/week
    1

  • Rosanne C Saunders

    Director and Vice Chair

    Total calculated
    $0
    Hours/week
    1

  • John Donovan

    Director

    Total calculated
    $0
    Hours/week
    1

  • Todd R Boslau

    Director and Treasurer

    Total calculated
    $333,187
    From this org
    $0
    From related orgs
    $304,154
    Other
    $29,033
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $0 + $284,154 related
    Bonus
    $0 + $20,000 related
    Other
    $0
    Deferred
    $0 + $13,800 related
    Nontaxable benefits
    $0 + $15,233 related
    Filer's total
    $0 + $333,187 related

  • Bobbi Jo Haden

    Director and Secretary

    Total calculated
    $276,393
    From this org
    $0
    From related orgs
    $255,693
    Other
    $20,700
    Hours/week
    10

    Schedule J breakdown matched by us

    Base
    $0 + $233,193 related
    Bonus
    $0 + $22,500 related
    Other
    $0
    Deferred
    $0 + $10,173 related
    Nontaxable benefits
    $0 + $10,527 related
    Filer's total
    $0 + $276,393 related

  • Ann Truxell

    Director

    Total calculated
    $0
    Hours/week
    1

  • Kevin Henderson

    Executive Director

    Total calculated
    $178,828
    From this org
    $0
    From related orgs
    $163,332
    Other
    $15,496
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $153,332 related
    Bonus
    $0 + $10,000 related
    Other
    $0
    Deferred
    $0 + $6,518 related
    Nontaxable benefits
    $0 + $8,978 related
    Filer's total
    $0 + $178,828 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 Associates

    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

  • Oakland Pride Housing LLC

    Low Income Housing Tax Credit property for the elderly · PA

  • Oakland Pride Housing Manager LLC

    General partner of Low Income Housing Tax Credit property · 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
2025
Filed
25 June 2026
IRS schema version
2025v4.1
Source object
202621769349301402

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