2024-05-14T09:17:28-05:00 2023-06-30 390859910 Baker Tilly US LLP 1570 Fruitville Pike Suite 400 Lancaster PA 17601 990 2022-07-01 231314352 Quarryville Presbyterian Retirement Community QUAR 7177867321 625 Robert Fulton Highway Quarryville PA 175661400 Diane E Aston VP/CFO 7177867321 2024-05-13 1 Diane Aston XXX-XX-XXXX 0 Kerri N Bogda CPA P00760402 7177404863 2024-05-13 X 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Robert B Hayward Jr 625 Robert Fulton Highway Quarryville PA 175661400 29958443 0 X www.quarryville.com X 1948 PA To provide for the spiritual, physical, emotional, and social needs of our residents. 13 11 441 76 267134 7557 2714178 249611 25993378 26442640 783387 418715 210464 300995 29701407 27411961 1004855 1168485 0 0 14197769 14175145 0 0 20 11905004 14002715 27107628 29346345 2593779 -1934384 64748313 68416022 54572172 57640891 10176141 10775131 X To provide for the spiritual, physical, emotional, and social needs of our residents through high-quality facilities, services, and personal care in a manner faithful to the Bible and honoring our Lord, Jesus Christ. 0 0 10909045 11000 12218806 Our goal at Quarryville is to provide for the spiritual, physical, emotional, and social needs of our residents through high-quality facilities, services, and personal care. In our skilled care center, we provide superb medical staff, backed by carefully trained caregivers and rehabilitation therapists, who are ready to serve our residents. For those who need memory care support, we offer secure residences, staffed by dementia-certified, licensed teams.During the fiscal year, 219 individuals were served. As of 6/30/23, there were 80 residents receiving skilled nursing care services and we provided $3,392,453 worth of unreimbursed care to medical assistance residents as part of our charitable mission. We received 2,568 hours of service from 76 volunteers throughout our community. 9703631 46063 7077285 At Quarryville our independent living residents can set aside the worldly cares of maintaining a house while living in the security of a respected Continuing Care Retirement Community. There are all the clubs, activities, spiritual, wellness, and learning opportunities a resident could want along with all the conveniences of a small town. In addition, residents have the security of knowing therapies, personal care, and skilled care are available if needed. Quarryville has embarked on a major residential living expansion, and continues to add new cottages and amenities. During the fiscal year, 313 individuals were served. As of 6/30/2023, there were 282 residents occupying residential apartments and cottages and we provided $46,063 worth of financial assistance to residents who have run short on resources. 5415565 1111422 6065653 In our personal care center, Quarryville provides assistance with the tasks of daily living under the 24 hour supervision of a licensed practical nurse. In addition, there are social and recreational events, wellness, spiritual and educational programs available and we offer our residents the convenience of a beauty shop, convenience store, bank, transportation services, and guest rooms for families, all within our campus. Our goal is to help each resident live as independently as possible. For those who need memory care support, we offer secure residences, staffed by dementia-certified, licenced teams.During the fiscal year, 92 individuals were served. As of 6/30/2023, there were 61 residents occupying personal care apartments provided. We provided $1,111,422 worth of financial assistance to residents who have run short of resources. 26028241 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 0 1 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 98 0 441 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 13 11 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 PA X Diane E Aston VPCFO 7177867321 625 Robert Fulton Highway Quarryville PA 175661400 Robert Hayward Jr President, CEO 40.00 X X 329059 0 43593 Bruce Peters Chairman (Until 10/22) 1.00 X X 0 0 0 Dr Guy Richardson Chairman 1.00 X X 0 0 0 Thomas Harr Vice-Chairman 1.00 X X 0 0 0 Andrew Fiol Secretary 1.00 X X 0 0 0 Dr Kim Carpenter Board Member 1.00 X 0 0 0 Bryan Klazinga Board Member 1.00 X 0 0 0 George Mackenzie Jr Board Member 1.00 X 0 0 0 Jeffrey Peel Board Member 1.00 X 0 0 0 David Schempp Board Member 1.00 X 0 0 0 Dr Jonathan Sneller Board Member 1.00 X 0 0 0 Mark Van Gilst Board Member 1.00 X 22122 0 0 Dr Guy Webster Board Member 1.00 X 0 0 0 Eric Youngdale Board Member 1.00 X 0 0 0 Diane Aston VP/CFO 40.00 X 192095 0 35721 Mark Smeltzer VP/Resident Services 40.00 X 132550 0 21399 John MacRae Chaplain 40.00 X 42167 0 46254 Kim Focht Director of Human Resources 40.00 X 110813 0 31059 Tom Wieland Controller 40.00 X 104166 0 16646 932972 0 194672 5 0 1 0 B K Campbell Enterprises Inc 1771 Limestone Road Cochranville PA 19330 Construction Services 804904 Spectrum Parent Inc & Subsidiaries PO Box 69268 Baltimore MD 212649268 Therapy Services 758047 Trago Mechanical 5 W Wynwood Dr Willow Street PA 175849486 HVAC Services 613199 Lapp Electrical Services Inc 2420 Gehman Lane Lancaster PA 17602 Electrical Install 541612 Robert J Work R Work Excavating Tru PO Box 536 Quarryville PA 17566 Construction Services 415390 11 158374 91237 9600 249611 Skilled Care Services 623000 12223760 12218806 4954 Residential Living Svcs 623000 8153227 7077285 1075942 Personal Care Services 623000 6065653 6065653 26442640 128844 128844 227394 204725 22669 22669 22669 2447472 102845 2182882 77564 264590 25281 289871 50472 239399 137368 81311 56057 56057 Farm Operation 110000 216662 216662 Postage Income 900099 3036 3036 Other Income 900099 1463 1463 1108 1108 222269 27411961 25361744 267134 1533472 11000 11000 1157485 1157485 911566 269484 642082 10374764 9446131 928633 407645 81696 325949 1705647 1607609 98038 775523 720017 55506 45260 45260 142187 8411 133776 847 847 59440 59440 2795411 2621247 174164 186295 185789 506 2879141 2696486 182655 14155 14155 1996767 1989944 6823 53096 44341 8755 7510 5923 1587 9275 9275 4226545 4069378 157167 128018 103542 24476 Other Operational Exp. 670682 312888 357794 Med Supplies/svc 443952 443952 NH Assessment Tax 243643 243643 Farm Expenses 100471 100471 20 20 29346345 26028241 3318084 20 1192266 1648517 799695 1389845 843446 1796420 108635 103017 519852 521723 130117296 73810930 54514528 56306366 4565085 4743564 2020933 1725906 183873 180664 64748313 68416022 3838617 6358295 19382728 21941978 16505879 15459679 15246 11360 6689858 7454102 12083 8127761 6415477 54572172 57640891 X 10123556 10695658 52585 79473 10176141 10775131 64748313 68416022 X -1934384 48607 2484767 X 0 1 X 1 0 X 129409 618788 1167337 2714178 249611 4879323 23566083 24131582 22864680 24994530 25361744 120918619 1512130 1287748 1162452 1131611 1218264 6312205 25207622 26038118 25194469 28840319 26829619 132110147 81500 57600 63193 2300 22025 226618 0 81500 57600 63193 2300 22025 226618 131883529 329860 317796 398422 376261 356238 1778577 329860 317796 398422 376261 356238 1778577 7557 7557 6585 13516 12657 8065 5607 46430 25544067 26369430 25605548 29224645 27199021 133942711 0.98460 0.98440 0.01330 0.01360 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Income - 2018 Amount: $ 3,371. 2019 Amount: $ 8,810. 2020 Amount: $ 2,621. 2021 Amount: $ 4,594. 2022 Amount: $ 2,571. Postage - 2018 Amount: $ 3,214. 2019 Amount: $ 3,356. 2020 Amount: $ 4,104. 2021 Amount: $ 3,426. 2022 Amount: $ 3,036. Non-charitable Fundraising Income - 2019 Amount: $ 1,350. 2020 Amount: $ 5,932. 2021 Amount: $ 45. 2022 Amount: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 847 847 0 Part II-B, Line 1: The organization pays dues to a member organization dedicated to issues involving continuing care facilities and help and support for the elderly. The percentage of dues dedicated to lobbying is 8.6%. The organization paid $9,797 in dues for a total of $847 dues allocated to lobbying. 0 1 X 12266 13 12279 12265 1 12266 12260 5 12265 12254 6 12260 12248 6 12254 0.00000 0.81440 0.18560 0 0 922613 692607 1615220 1925423 51763899 27125556 26563766 281286 25413944 17637438 8057792 626969 48490555 29047936 20069588 56306366 Liabilities to Residents 6293001 Accrued Pension Liability 122476 6415477 28917282 48607 1170678 1219285 27697997 -286036 -286036 27411961 28318292 286036 286036 28032256 1314089 1314089 29346345 Part IV, Line 2b: The funds held belong to the residents who are not able to manage their own finances. The funds are used to pay for services the organization provides to the resident and also provides the resident with funds for their own personal needs. The resident can request a payment from the account by completing a check request form or can obtain cash by completing a petty cash voucher. The residents receive a monthly statement showing the account activity and balance. Funds are maintained in a separate account earning interest if the balance is over $50. Any balance remaining at death or discharge is returned within 30 days. Part V, Line 4: Endowments Funds are used for nursing scholarships. Part XI, Line 2d - Other Adjustments: Diaconal Support -1,157,485. Minimum Pension Liability Adjustment 2,484,767. Investment Fees -59,440. Pension Expense -97,164. Part XI, Line 4b - Other Adjustments: Rental Expenses -204,725. Cost of Goods Sold -81,311. Part XII, Line 2d - Other Adjustments: Rental Expenses 204,725. Cost of Goods Sold 81,311. Part XII, Line 4b - Other Adjustments: Diaconal Support 1,157,485. Investment Fees 59,440. Pension Expense 97,164. Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 0 0 Investments 287031 0 0 0 0 0 0 287031 0 287031 0 0 0 0 1 0 Part III Accounting Method: Schedule F, part VI, lines 5 The organization had investments in foreign partnerships but did not meet thresholds for filing Forms 8865. 1 Charity care is provided to residents of QPRC who have run out of money. 23 0 1157485 Difference between amount charged and amount received as payment Write off of amounts due to QPRC for services rendered to residents who have been approved for charity care. Part I, Line 2: Diaconal support is provided to residents who demonstrate their financial resources have been depleted, they are unable to pay for services rendered, and they are not eligible for third party reimbursement, via a financial assistance application. Personal spending for those who qualify is monitored and services provided by QPRC above the resident's monthly income is written off as charity care. Because the organization provided charity assistance to residents who are unable to pay for these services, it is reported as an expense under assistance to individuals. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 Robert Hayward Jr President, CEO 311737 0 235 0 17087 0 8052 0 35541 0 372652 0 0 0 Diane Aston VP/CFO 191818 0 267 0 10 0 4942 0 30779 0 227816 0 0 0 Mark Smeltzer VP/Resident Services 132267 0 273 0 10 0 3402 0 17997 0 153949 0 0 0 Part I, Line 1a The Chaplain is provided a housing allowance. The organization conforms to the non-taxable housing allowance guidelines per the IRS' rules and regulations. The value of the housing allowance is $28,800. In addition, board members who become residents may receive tax gross-up payments to mitigate the tax effect of the entrance fee discounts provided by Quarryville. During the calendar year, Mark Van Gilst received a board discount of $20,111 and a tax gross up payment of $2,011. A Quarryville Borough Authority 232325364 2013-09-03 4000000 Project financing 0 0 0 B Paradise Township Sewer Authority 232486384 2015-07-02 7500000 Capital Improvements 0 0 0 A 986829 4000000 50001 3949999 2015 0 0 1 1 B 1299120 7500000 71763 4211510 3216727 2016 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 1 0 0 0 1 A 1 B 1 Form 990, Part VI, Section A, line 2 Jonathan Sneller and Andrew Fiol have a family relationship. Form 990, Part VI, Section A, line 8b The committees do not have the authority to act on behalf of the board. All matters are taken to the full board for approval and action. Form 990, Part VI, Section B, line 11b The CFO and CEO will perform the initial review of the form 990. The Form 990 will then distributed via e-mail to the Audit and Finance Committee for review and comment. Once approved, the form 990 will be distributed via e-mail to each board member, prior to filing the return with the IRS. Form 990, Part VI, Section B, line 12c All employees receive annual training on the code of conduct/conflict of interest policy. All employees are required to sign a code of ethics/conflict of interest statement. All conflict of interest statements are reviewed by human resources. Any disclosures are reviewed by the CFO and CEO. Reports of ethical issues are reviewed and resolved by the head of the ethics committee and the CEO. The Board of Directors are also required to sign the code of ethics/conflict of interest statement annually. There is a place on this form to disclose relationships, such as family or business contacts, that could be considered a conflict of interest. In the event a matter involving a potential or actual conflict of interest arises, the party to the conflict shall fully disclose the conflict's nature and extent immediately to the compliance officer who, after making a thorough review of the circumstances, will report to the QPRC Board of Directors who will determine appropraite action to be taken. Form 990, Part VI, Section B, line 15 The officers' salaries are recommended by the Compensation Committee of the Board of Directors and are approved by the full Board. Salary surveys and Forms 990 of other not-for-profits are used for comparative purposes to ensure any compensation decisions are within fair market range for the industry. Deliberations and decisions are documented in the minutes of the Executive Committee. The Finance committee recommends approval of the budget to the full board. The budget includes a maximum percentage increase in salary for all staff. The job performance of each employee is taken into consideration as part of the performance review process. Form 990, Part VI, Section C, line 19 The form 990 is available on Guidestar and is also available upon request. The Disclosure Statements as required by the Department of Insurance are also available upon request. The organization will make its governing documents and conflict of interest policy available upon request. The organization includes a copy of its financial statements with the state registration filed with the Pennsylvania Department of State, Bureau of Charitable Organizations. These documents are a matter of public record and can be viewed at the bureau office. Form 990, Part XI, line 9: Minimum Pension Liability Adjustment 2,484,767.