2024-10-29T07:32:58-05:00 2023-12-31 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2023-01-01 231312627 THE SHOOK HOME SHOO 7178169778 PO BOX 329 SCOTLAND PA 17254 JEFFREY TRUHAN CEO/ADMINISTRATOR 7178169778 2024-10-15 1 0 STEPHANIE E KANE CPA P01275157 4848742200 2024-10-14 2023 2024-10-15 13:58:12Z JEFFREY TRUHAN PO BOX 329 SCOTLAND PA 17254 19223301 0 X N/A X 1918 PA PROVIDING QUALITY CARE AND SERVICES TO INDIVIDUALS IN A HOME-LIKE ENVIRONMENT. X 15 15 183 17 0 0 235903 68376 8762782 6920785 -367378 -2131332 326010 431306 8957317 5289135 0 0 0 0 6580779 6750322 0 0 0 5658521 5520504 12239300 12270826 -3281983 -6981691 20717460 9553226 5569682 207318 15147778 9345908 X WE ARE COMMITTED TO PROVIDING QUALITY HEALTH CARE AND REHABILITATION SERVICES TO EMPOWER INDIVIDUALS TO ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE, DIGNITY, AND SELF-WORTH IN A HOME-LIKE ENVIRONMENT. 0 1 10422040 7352091 THE ORGANIZATION IS A LICENSED CONTINUING CARE RETIREMENT COMMUNITY (CCRC) OFFERING SKILLED NURSING (65 BEDS), PERSONAL CARE (45 BEDS), RESIDENTIAL LIVING, AND OUTPATIENT PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES. AS SUCH, THE FACILITY PROVIDES ROOM & BOARD, NURSING CARE, MEDICAL & THERAPY SERVICES, ETC., TO ITS RESIDENTS AND OUTPATIENT CLIENTS AS APPLICABLE. THE ORGANIZATION PROVIDED 15,475 RESIDENT DAYS FOR SKILLED NURSING CARE, 11,350 RESIDENT DAYS FOR PERSONAL CARE AND 334 RESIDENT DAYS FOR INDEPENDENT LIVING. THE SHOOK HOME IS CURRENTLY IN THE PROCESS OF WRAPPING UP BUSINESS ACTIVITIES. 10422040 1 1 0 0 0 0 0 0 1 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 20 0 1 183 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X THE SHOOK HOME 7178169778 PO BOX 329 SCOTLAND PA 17254 MARK LONG PRESIDENT 1.00 X X 0 0 0 LANCE KEGERREIS VICE PRESIDENT 1.00 X X 0 0 0 ROXI SEILHAMER SECRETARY 1.00 X X 0 0 0 MICHAEL KUGLER TREASURER 1.00 X X 0 0 0 JACQUELINE BERKSTRESSER DIRECTOR 1.00 X 0 0 0 STEPHEN CHRISTIAN DIRECTOR 1.00 X 0 0 0 JANYCE COLLIER DIRECTOR 1.00 X 0 0 0 MONICA DIEHL DIRECTOR 1.00 X 0 0 0 SUMMER FRANZONI DIRECTOR 1.00 X 0 0 0 KATHLEEN JACOBSON DIRECTOR 1.00 X 0 0 0 LORETTA MCCLURE DIRECTOR 1.00 X 0 0 0 KARA SHINDLE DIRECTOR 1.00 X 0 0 0 EVAN SMITH DIRECTOR 1.00 X 0 0 0 CELESTE SNAVELY DIRECTOR 1.00 X 0 0 0 GEORGE ED WENGER DIRECTOR 1.00 X 0 0 0 JEFFREY TRUHAN CEO/ADMINISTRATOR 40.00 X 263862 0 9867 BARBARA LAW CFO 40.00 X 222580 0 17797 ANGELA CANARY SKILLED NURSE 32.00 X 101305 0 11955 KELLY KUHN SKILLED NURSE 47.00 X 140127 0 10257 FURAHA MUTISYA SKILLED NURSE 54.00 X 123777 0 9762 DONNA FLYTHE SKILLED NURSE 34.00 X 102567 0 9116 TABITHA STRAIT DIRECTOR OF NURSING 40.00 X 106476 0 64 1060694 0 68818 7 0 1 0 PROMINET MEDICAL STAFFING INC 651 MARKET STREET SUITE C LEMOYNE PA 17043 AGENCY STAFFING 1565701 TRINTY REHABILITATION SERVICES LLC 510 WASHINGTON AVE GLEN DALE WV 26038 CONTRACTED THERAPY SERVICES 899111 SYSCO FOOD SERVICES OF CENTRAL PO BOX 3641 HARRISBURG PA 17105 FOOD AND FOOD PRODUCTS/KITCHEN SUPPLIES 323720 CARE OPTIONS RX 219 N BALTIMORE STREET MT HOLLY SPRINGS PA 17065 RESIDENT PHARMACY CHARGES 184375 BRECHBIL & HELMAN CONSTRUCTION CO INC 1115 SHELLAR AVENUE CHAMBERSBURG PA 17201 CONSTRUCTION SERVICES 173414 7 40000 28376 68376 MEDICAL ASSISTANCE 623000 2426792 2426792 MEDICARE 623000 1723221 1723221 PRIVATE PAY REVENUE 623000 1286492 1286492 PERSONAL CARE 623000 1279612 1279612 COMMERCIAL INSURANCE 623000 204668 204668 6920785 284598 284598 5518236 6000000 5825223 8108943 -306987 -2108943 -2415930 -2415930 PRESCRIPTION DRUGS 623000 130692 130692 MISCELLANEOUS REVENUE 623000 129336 129336 MEDICAL SUPPLIES 623000 98489 98489 72789 72789 431306 5289135 7352091 0 -2131332 X 514601 431860 82741 5232175 4390889 841286 78961 66272 12689 508840 427069 81771 415745 348935 66810 116080 116080 24400 24400 29732 29732 2318122 2249210 68912 11313 956 10357 175999 148566 27433 88307 49998 38309 724307 641416 82891 6581 6452 129 8844 7394 1450 442233 370503 71730 67990 67990 ANCILLARY EXPENSES 722248 722248 REPAIRS AND MAINTENANCE 374412 242023 132389 FOOD AND DIETARY 318249 318249 ADMINISTRATIVE EXPENSE 91687 91687 12270826 10422040 1848786 0 2500 2000 54501 1195715 706241 845776 127684 4148 0 0 8383602 0 8875744 4755482 2567188 2750105 20717460 9553226 1721262 109799 26537 0 3736545 0 9575 509 75763 97010 5569682 207318 X 11729152 5593959 3418626 3751949 15147778 9345908 20717460 9553226 X -6981691 996904 182917 X X 0 1 X 1 0 X 25118 35069 28200 235903 68376 392666 8325963 8612097 8716271 9088792 7352091 42095214 8351081 8647166 8744471 9324695 7420467 42487880 3420 3399 6819 0 3420 3399 6819 42481061 460775 421108 308080 329189 284598 1803750 460775 421108 308080 329189 284598 1803750 42667 19582 62249 8811856 9110941 9072133 9653884 7705065 44353879 0.95780 0.95740 0.04070 0.04100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 8678800 2550 750573 4184682 5247241 10733441 500 -1934376 120765 8678800 9807545 2445 1026264 102813 10733441 8821425 9145 1102123 127034 9807545 7550915 13445 1434402 175451 8823311 0.28500 0.71500 0.00000 1 0 0 PERPETUAL TRUSTS HELD BY THIRD-PARTIES 2750105 2750105 X 6439224 996904 182917 1179821 5259403 29732 29732 5289135 12241094 0 12241094 29732 29732 12270826 PART IV, LINE 2B: THE ORGANIZATION IS CUSTODIAN FOR RESIDENT TRUST FUNDS FOR SOME OF THE FACILITY'S RESIDENTS. PART V, LINE 4: ENDOWMENT FUNDS ARE USED BY THE ORGANIZATION FOR BENEVOLENT CARE AND GENERAL TAX-EXEMPT PURPOSES. PART X, LINE 2: THE HOME RECOGNIZES PENALTIES AND INTEREST ACCRUED RELATED TO INCOME TAX LIABILITIES IN THE PROVISION(BENEFIT) FOR INCOME TAXES IN IN ITS STATEMENT OF ACTIVITIES. FOR THE YEAR ENDED DECEMBER 31, 2023, THERE WERE NO ACCRUALS FOR THE PAYMENT OF PENALTIES AND INTEREST. THE HOME FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF FASB ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTABLE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE HOME, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE HOME HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAVE BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE HOME IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL AUTHORITIES FOR YEARS ENDING PRIOR TO 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE - THIRD PARTY TRUST 182,917. X X 1 0 0 0 0 0 0 0 0 JEFFREY TRUHAN CEO/ADMINISTRATOR 263862 0 0 0 0 0 3773 0 6094 0 273729 0 0 0 BARBARA LAW CFO 222580 0 0 0 0 0 3309 0 14488 0 240377 0 0 0 KELLY KUHN SKILLED NURSE 140127 0 0 0 0 0 4163 0 6094 0 150384 0 0 0 PART I, LINE 3 EFFECTIVE 01/26/23, JEFFREY TRUHAN, CEO/ADMINISTRATOR, ENTERED INTO A WRITTEN EMPLOYMENT CONTRACT WHICH WAS APPROVED BY THE BOARD. PART I, LINE 4A JEFFREY TRUHAN, CEO/ADMINISTRATOR, RECEIVED A SEVERANCE PAYMENT OF $137,842. BARABARA LAW, CFO, RECEIVED A SEVERANCE PAYMENT OF $107,182. BUILDING AND OTHER REAL PROPERTY 2023-12-01 4000000 APPRASIAL OF BUILDING AND OTHER REAL PROPERTY 264551407 55 SOUTH SECOND STREET LLC CO TRANSITIONS HEALTHCARE MANAGEMENT 531 OLD WESTMINSTER RD STE 20 WESTMINSTER MD 21157 LIMITED LIABILITY COMPANY ALL OTHER EQUIPMENT AND FURNITURE AND FIXTURES 2023-12-01 1000000 COMPARABLES OF OTHER EQUIPMENT AND FURNITURE AND FIXTURES. 264551407 55 SOUTH SECOND STREET LLC CO TRANSITIONS HEALTHCARE MANAGEMENT 531 OLD WESTMINSTER RD STE 20 WESTMINSTER MD 21157 LIMITED LIABILITY COMPANY BUILDING AND OTHER REAL PROPERTY 2023-12-27 1000000 APPRASIAL OF BUILDING AND OTHER REAL PROPERTY 844385473 COUNTY OF FRANKLIN 150-152 LINCOLN WAY EAST CHAMBERSBURG PA 17201 GOVERNMENT AGENCY 0 0 0 0 FORM 990, PART III, LINE 3 AS OF 12/01/23, THE SHOOK HOME IS IN THE PROCESS OF WRAPPING UP ITS BUSINESS ACTIVITIES FORM 990, PART VI, SECTION A, LINE 2 STEPHEN CHRISTIAN, DIRECTOR, AND LANCE KEGERREIS, VICE-PRESIDENT, HAVE A BUSINESS RELATIONSHIP. MIKE KUGLER, TREASURER, AND JEFFREY TRUHAN, CEO, HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE RE-ADOPTED ON 1/26/23 TO INCLUDE VERBIAGE ON THE ADDITION OF BOARD MEMBERS AND REGARDING DISSOLUTION OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS, THE CEO AND THE CFO FOR COMPLETENESS AND ACCURACY PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REMINDED PERIODICALLY TO UPDATE THE FACILITY WITH ANY CONFLICTS OF INTEREST. THE FACILITY MONITORS VENDORS PAID FOR GOODS AND SERVICES FOR RELATED PARTY TRANSACTIONS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP OFFICAL: PERFORMANCE EVALUATIONS ARE COMPLETED BY EACH MEMBER OF THE BOARD OF DIRECTORS ANNUALLY. COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS BASED UPON THESE EVALUATIONS. COMPENSATION PROCESS FOR OFFICERS: PERFORMANCE EVALUATIONS ARE COMPLETED BY THE CEO ANNUALLY. RECOMMENDED COMPENSATION, BASED ON THESE EVALUATIONS AND BOARD APPROVED PARAMETERS, IS PRESENTED TO THE BOARD PRESIDENT AND HR COMMITTEE CHAIR FOR FINAL APPROVAL. ANNUAL WAGE SURVEY PROVIDED BY LEADINGAGE OF PA IS USED AS A TOOL IN DETERMINING APPROPRIATE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G NURSING PROFESSIONAL: PROGRAM SERVICE EXPENSES 1,381,830. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,381,830. CONTRACTED THERAPY: PROGRAM SERVICE EXPENSES 763,582. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 763,582. CONSULTANTS: PROGRAM SERVICE EXPENSES 65,298. MANAGEMENT AND GENERAL EXPENSES 68,912. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 134,210. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 38,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,500. FORM 990, PART XI, LINE 9: CHANGE IN MARKET VALUE OF THIRD PARTY TRUSTS 182,917. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR.