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← HOLY FAMILY SENIOR LIVING

Form 990 for tax year 2023

Filed by HOLY FAMILY SENIOR LIVING.

Totals

Total revenue
$20,945,495
Total expenses
$18,620,894
Contributions and grants received
$4,477,605
Grants paid
$0
Program service revenue
$16,073,706
Investment income
$6,098
Other revenue
$388,086
Total assets, end of year
$9,090,376
Total liabilities, end of year
$5,021,046
Net assets or fund balances, end of year
$4,069,330
Program services expenses (Part IX)
$16,152,780
Management and general expenses
$2,451,581
Fundraising expenses
$16,533
Program service expenses (Part III)
$16,152,780

Program services were 86.7% 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.

  • 1c · Fundraising events

    $29,440

  • 1d · Related organizations

    $133,931

  • 1e · Government grants (contributions)

    $1,981,595

  • 1f · All other contributions, gifts and grants

    $2,332,639

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

    total $16,073,706 · related or exempt $16,073,706

  • 3 · Investment income

    total $6,098 · excluded $6,098

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $54,056

  • 6b · Less rental expenses

    real property $180,690

  • 6c · Rental income or loss

    real property -$126,634 · personal property $0

  • 6d · Net rental income or loss

    total -$126,634 · related or exempt -$126,634

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $6,990

  • 8a · Fundraising events: contributions included on line 1c

    $29,440

  • 8b · Fundraising events: direct expenses

    $6,990

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $8,878

  • 10b · Cost of goods sold

    $7,758

  • 10c · Net income from sales of inventory

    total $1,120 · related or exempt $1,120 · unrelated business $0

  • 11a · Other revenue: Management fee

    total $229,137 · excluded $229,137

  • 11b · Other revenue: Other Income

    total $284,463 · excluded $284,463

  • 11e · Other revenue, total

    $513,600

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $327,229 · management and general $327,229

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $6,278,389 · program services $5,838,902 · management and general $426,930 · fundraising $12,557

  • 8 · Pension plan contributions

    total $217,959 · program services $202,703 · management and general $14,821 · fundraising $435

  • 9 · Other employee benefits

    total $1,292,233 · program services $1,201,777 · management and general $87,871 · fundraising $2,585

  • 10 · Payroll taxes

    total $477,589 · program services $444,157 · management and general $32,476 · fundraising $956

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $32,178 · management and general $32,178

  • 11c · Fees: accounting

    total $0

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $5,661,178 · program services $5,578,955 · management and general $82,223

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $187,689 · program services $112,614 · management and general $75,075

  • 14 · Information technology

    total $145,802 · management and general $145,802

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $763,934 · program services $458,361 · management and general $305,573

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $102,502 · program services $102,502

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $423,062 · program services $253,838 · management and general $169,224

  • 23 · Insurance

    total $0

  • 24a · Other expenses: Administrative services

    total $752,179 · management and general $752,179

  • 24b · Other expenses: Medical Supplies

    total $745,852 · program services $745,852

  • 24c · Other expenses: Pennsylvania Nursing Home Ass

    total $323,791 · program services $323,791

  • 24d · Other expenses: Other

    total $353,765 · program services $353,765

  • 24e · All other expenses

    total $535,563 · program services $535,563

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,475 · end of year $1,475

  • 2 · Savings and temporary cash investments

    beginning of year $346,145 · end of year $601,331

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $2,730,673 · end of year $3,182,292

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $41,173 · end of year $54,077

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,947 · end of year $10,272

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

    $22,184,676

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

    $18,680,547

  • 10c · Land, buildings and equipment, net

    beginning of year $3,629,822 · end of year $3,504,129

  • 11 · Investments: publicly traded securities

    beginning of year $597,919 · end of year $690,444

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $182,497 · end of year $1,046,356

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,197,369 · end of year $2,591,281

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $50,625 · end of year $50,625

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $85,898 · end of year $115,545

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $2,549,035 · end of year $2,227,116

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $15,555 · end of year $36,479

  • 27 · Net assets without donor restrictions

    beginning of year $1,649,169 · end of year $4,069,330

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

HSFL, A MINISTRY OF THE DIOCESE OF ALLENTOWN, PA, PROVIDES QUALITY PHYSICAL, EMOTIONAL, SOCIAL, AND SPIRITUAL CARE WITH RESPECT, DIGNITY AND COMPASSION TO MEET THE NEEDS OF OLDER ADULTS WE SERVE.

Activities or mission (Part I)

SKILLED NURSING CARE, SHORT-TERM REHABILITATION, PERSONAL CARE AND INDEPENDENT LIVING APARTMENTS

  • HOLY FAMILY SENIOR LIVING (HFSL) OFFERS A RANGE OF ELDER CARE SERVICES TO INDIVIDUALS IN NEED LOCATED PRIMARILY IN LEHIGH, SCHUYLKILL, BERKS, CARBON AND NORTHAMPTON COUNTIES OF PENNSYLVANIA. HOLY FAMILY MANOR (A DIVISION OF HFSL) PROVIDED SKILLED NURSING CARE TO AN AVERAGE OF 112 RESIDENTS FOR THE 12 MONTHS ENDED DECEMBER 31, 2023. APPROXIMATELY 62% OF THE RESIDENTS WERE LOW INCOME AND WERE SUBSIDIZED BY PA MEDICAL ASSISTANCE. HOLY FAMILY RESIDENTIAL SERVICES (A DIVISION OF HFSL PROVIDED PERSONAL CARE SERVICES TO AN AVERAGE OF 14 RESIDENTS DURING THE 12 MONTHS ENDED DECEMBER 31, 2023. CATHOLIC SENIOR HOUSING AND DEVELOPMENT PROVIDED MANAGEMENT AND ACCOUNTING SERVICES TO EIGHT RELATED NON-PROFIT LOW-INCOME INDEPENDENT LIVING PROJECTINGS HOUSING 280 ELDERLY RESIDENTS (275 OCCUPIED AT 12/27/23)

    Expenses $16,152,780 · Revenue $16,073,706

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

Listed in Part VII

  • Joseph A Shadid

    Chief Executive Officer

    Total calculated
    $202,982
    From this org
    $164,974
    From related orgs
    $0
    Other
    $38,008
    Hours/week
    36.5 + 7 related

    Schedule J breakdown matched by us

    Base
    $164,974
    Bonus
    $0
    Other
    $0
    Deferred
    $7,800
    Nontaxable benefits
    $30,208
    Filer's total
    $202,982

  • Michael Heneghan

    Chief Financial Officer

    Total calculated
    $124,247
    From this org
    $124,247
    From related orgs
    $0
    Other
    $0
    Hours/week
    36.5 + 7 related

  • John Morahan

    Chairperson

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Rev Raymond C Hittinger

    Director

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • John Lynch

    Treasurer

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Pamela Russo

    Secretary

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Barbara Coffin

    Vice Chairperson

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Evelyn Carfango

    Director

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • MSGR Edward Coyle

    Director

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Amy M Depuy MD

    Director

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Father Allen Hoffa

    Director

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Judy Stanczak

    Director

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Dr Carmine Pellosie

    Director

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • Terry Novatnack

    DIRECTOR - EFF 10/2023

    Total calculated
    $0
    Hours/week
    1 + 7 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.

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202433209349321198

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