2024-12-23T08:45:54-06:00 2024-06-30 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2023-07-01 231680874 FAIRMOUNT HOMES FAIR 7173541800 333 WHEAT RIDGE DRIVE EPHRATA PA 175228558 KAY DRIVER CFO 7173541800 2024-12-18 1 0 STEPHANIE E KANE CPA P01275157 4848742200 2024-12-17 2023 2024-10-15 13:58:12Z JERRY LILE 333 WHEAT RIDGE DRIVE EPHRATA PA 175228558 27198965 0 X WWW.FAIRMOUNTHOMES.ORG X 1967 PA FAIRMOUNT HOMES IS A MINISTRY WITH MATURE ADULTS, PROVIDING HIGH QUALITY SERVICES, PROMOTING WHOLENESS AND CREATIVE LIVING CONSISTENT WITH CHRIST-CENTERED MENNONITE VALUES. 9 9 405 200 0 0 1129299 802804 21474483 22740505 209214 879444 365949 1331422 23178945 25754175 0 0 0 0 15464807 15968964 0 0 117956 6964755 6966070 22429562 22935034 749383 2819141 49796774 54422290 28022471 29514879 21774303 24907411 FAIRMOUNT HOMES IS A MINISTRY WITH MATURE ADULTS, PROVIDING HIGH QUALITY SERVICES, PROMOTING WHOLENESS AND CREATIVE LIVING CONSISTENT WITH CHRIST-CENTERED MENNONITE VALUES. 0 0 18797713 22740505 PROVIDING HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO THE ELDERLY THROUGH THE OPERATION OF A CONTINUING CARE RETIREMENT COMMUNITY. THE ORGANIZATION PROVIDED 35,344 RESIDENT DAYS FOR SKILLED NURSING CARE, 22,277 RESIDENT DAYS FOR PERSONAL CARE, AND 80,746 RESIDENT DAYS FOR RESIDENTIAL/INDEPENDENT LIVING. 18797713 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 X 52 0 1 405 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 1 1 PA X FAIRMOUNT HOMES 7173541800 333 WHEAT RIDGE DRIVE EPHRATA PA 17522 KENNETH N BURKHOLDER CHAIRMAN 1.00 X X 0 0 0 ERNEST H HAHN VICE CHAIRMAN 1.00 X X 0 0 0 EDWIN MARTIN TREASURER 1.00 X X 0 0 0 JAMES E WITMER SECRETARY 1.00 X X 0 0 0 LESTER K BURKHOLDER ASST SECRETARY - TERMED 10/2023 1.00 X X 0 0 0 DALE A MARTIN DIRECTOR 1.00 X 0 0 0 MICHAEL MARTIN DIRECTOR 1.00 X 0 0 0 HAROLD J RUTT DIRECTOR 1.00 X 0 0 0 CARL G SENSENIG DIRECTOR 1.00 X 0 0 0 DAVID H MARTIN DIRECTOR 1.00 X 0 0 0 JERRY LILE CEO 50.00 X 322293 0 21469 KENT E RICHARD COO 50.00 X 160690 0 13048 SAMUEL T CLEMENT CFO - TERMED 08/2023 50.00 X 105661 0 11912 SUSAN NORIEGA VP HEALTH SERVICES 50.00 X 156476 0 33132 KAY L DRIVER CFO - START 08/2023 50.00 X 70728 0 20916 HEATHER HETRICH DON 50.00 X 115548 0 7202 PAULINE ZIMMERMAN RN 60.00 X 104589 0 8503 GINAMAY MESANA NURSE 60.00 X 105036 0 10504 MITCH HANNA DIRECTOR OF MARKETING 60.00 X 103458 0 9280 JERRY HOUSENGA DIRECTOR OF IT 60.00 X 101695 0 13936 1346174 0 149902 9 0 1 0 COVENANT ALLIANCE REHAB EAST LLC 3877 NORTH 7TH STREET SUITE 240 PHOENIX AZ 85014 THERAPY SERVICES 556108 1 105638 697166 63997 802804 NET RESIDENT SERVICE REVENUES 623000 23019329 23019329 NURSING FACILITY ASSESSMENT 623000 -278824 -278824 22740505 418274 418274 21204 39916 -18712 -18712 -18712 1747176 1286006 461170 461170 461170 137026 105638 118868 18158 18158 EMPLOYEE RETENTION TAX CREDIT 900099 1022247 1022247 VISITOR/EMPLOYEE MEALS 624200 203622 203622 OTHER MISCELLANEOUS INCOME 900099 106107 106107 1331976 25754175 22740505 0 2210866 942599 942599 12117715 11026796 998386 92533 382867 375096 3144 4627 1552264 1361571 180838 9855 973519 833904 132927 6688 58252 58252 56995 56995 38935 38935 547114 485385 61729 72640 72640 964926 854776 110150 150544 5359 145185 1092203 1029567 62636 34103 20404 13699 26122 18994 7128 501112 370522 130590 1739386 1280961 458425 303353 303353 FOOD AND DIETARY OTHER 714900 714900 ADMINISTRATION OTHER 429934 206674 219007 4253 ANCILLARY SERVICES 212804 212804 BAD DEBT EXPENSE 22747 22747 22935034 18797713 4019365 117956 64199 16966 1621823 1571957 1931904 2528354 470006 515851 67238527 25994379 38097540 41244148 7501009 8413221 110293 131793 49796774 54422290 1310888 1819052 11490464 12143228 12249423 11616200 1676696 3086399 1295000 850000 28022471 29514879 X 21774303 24907411 21774303 24907411 49796774 54422290 2819141 313967 0 X X 0 1 X 1 0 X 1572400 1053503 1485536 1129299 802804 6043542 18875394 18506142 18956049 21474483 22740505 100552573 374710 277648 331406 481740 1469002 2934506 20822504 19837293 20772991 23085522 25012311 109530621 7769 21674 15121 18599 6297 69460 0 7769 21674 15121 18599 6297 69460 109461161 158706 129989 110531 132950 439478 971654 158706 129989 110531 132950 439478 971654 26884 7863 34747 21008094 19975145 20883522 23218472 25451789 110537022 0.99030 0.99280 0.00880 0.00620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3523869 3523869 55178858 21452011 33726847 6689380 4542368 2147012 1846420 1846420 41244148 X 26083837 313967 54630 368597 25715240 38935 38935 25754175 22950729 54630 54630 22896099 38935 38935 22935034 PART X, LINE 2: THE HOME IS A NOT-FOR-PROFIT ENTITY DESCRIBED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM INCOME TAXES ON RELATED ACTIVITIES PURSUANT TO 509(A) OF THE IRC. IN ADDITION, THE HOME WAS ORGANIZED UNDER THE PENNSYLVANIA NONPROFIT CORPORATION LAW AND IS EXEMPT FROM STATE INCOME TAXES. THE HOME FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF FASB ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT REQUIRES 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. WITH FEW EXCEPTIONS, THE HOME IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 14,714. RENTAL EXPENSES 39,916. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 14,714. RENTAL EXPENSES 39,916. BBQ & AUCTION 235591 105638 129953 63997 25171 9390 20310 SANDWICH SALES 7073 7073 242664 105638 137026 63997 25171 9390 20310 118868 18158 X X 0 0 0 0 0 0 0 0 0 JERRY LILE CEO 321793 0 500 0 0 0 18373 0 3096 0 343762 0 0 0 SUSAN NORIEGA VP HEALTH SERVICES 155976 0 500 0 0 0 27000 0 6132 0 189608 0 0 0 KENT E RICHARD COO 160190 0 500 0 0 0 8800 0 4248 0 173738 0 0 0 A PARADISE TWP SEWER AUTHORITY 232486384 2018-07-26 10000000 CONSTRUCTION 0 0 0 B PARADISE TWP SEWER AUTHORITY 232486384 2017-12-06 6273000 CONSTRUCTION 0 0 0 A 1328551 10000000 381959 9618041 2019 0 0 0 1 B 3328249 6273000 6273000 2019 0 0 1 1 A 0 0 0 0 1 0 0 0 1 B 0 0 0 0 1 0 0 0 1 A 1 B 1 DOROTHY WITMER WIFE OF BOARD SECRETARY, JAMES WITMER 25487 EMPLOYEE WAGES 0 X VARIOUS AUCTION ITEMS 1 63997 FMV 0 0 0 0 PART I, COLUMN (B): AUCTION ITEM CONTRIBUTIONS ARE CALCULATED BY THE NUMBER OF EVENTS HELD FOR FUNDRAISING. FORM 990, PART V, LINE 1C: THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE OFFICERS FOR ACCURACY AND COMPLETENESS PRIOR TO FILING. A FINAL COPY OF THE 990 IS PROVIDED TO THE MEMBERS OF THE BOARD FOR THEIR REVIEW AND COMMENT AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST ARE REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS THROUGH THE CORPORATE COMPLIANCE COMMITTEE, EDUCATION AND DISCUSSION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP MANAGEMENT OFFICIAL: COMPENSATION FOR THE CEO IS DETERMINED BY USING THE LEADING AGE PA WAGE SURVEY AND APPROVAL BY THE BOARD OF DIRECTORS. COMPENSATION PROCESS FOR TOP FINANCIAL OFFICIAL: COMPENSATION FOR OTHER OFFICERS IS DETERMINED BY USING THE LEADING AGE PA WAGE SURVEY AND APPROVAL BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH THE ANNUAL DISCLOSURE STATEMENT PROCESS. PART XII LINE 2C: YES, FAIRMOUNT HOMES HAS A FINANCE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.