2024-04-24T15:30:36-05:00 2023-06-30 390859910 BAKER TILLY US LLP 381 CHESTNUT STREET MEADVILLE PA 16335 990 2022-07-01 251707300 VILLA MARIA RESIDENTAL SERVICES VILL 7249648920 PO BOX 230 VILLA MARIA PA 16155 MARY ZENNER TREASURER 7249648099 2024-03-09 1 MARY ZENNER 999009999 1 KELLY A BROCIOUS CPA P01254262 8143362133 2024-03-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARTY BUSHEY PO BOX 230 VILLA MARIA PA 16155 421953 0 0928 X N/A X 1993 PA TO PROVIDE SAFE SECURE HOUSING FOR LOW TO MODERATE INCOME SENIORS. 7 7 2 8 0 0 20120 25310 376766 389479 5 4 3108 7160 399999 421953 0 0 0 0 53046 55882 0 0 0 352683 346004 405729 401886 -5730 20067 1185527 1315191 59811 81457 1125716 1233734 TO PROVIDE SAFE SECURE HOUSING FOR LOW TO MODERATE INCOME SENIORS. 0 0 341131 396639 THIS MINISTRY PROVIDES INDEPENDENT LIVING FOR LOW TO MODERATE INCOME OLDER ADULTS. THE PROGRAM IS DEVELOPED FOR THOSE WHO CAN LIVE INDEPENDENTLY AND TO EMPOWER THEM TO ACHIEVE THEIR GREATEST POTENTIAL IN THEIR RETIREMENT YEARS. 341131 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 2 1 0 0 0 0 0 0 0 0 0 0 X 7 7 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THE ORGANIZATION 7249648920 PO BOX 230 VILLA MARIA PA 16155 MARTY BUSHEY CHAIR 1.00 X X 0 0 0 SR CAROLE ANNE GRISWOLD VICE CHAIR 1.00 X X 0 0 0 MARY ZENNER TREASURER 1.00 X X 0 0 0 NIKKI CARTER DIRECTOR 1.00 X 0 0 0 JOHN LUELLEN DIRECTOR 1.00 X 0 0 0 KELLY KLAMUT DIRECTOR 1.00 X 0 0 0 TIM REARDON DIRECTOR 1.00 X 0 0 0 CHRISTINE WILSON EXECUTIVE MANAGER 40.00 X 48065 0 6434 48065 0 6434 0 0 0 0 0 25310 25310 RENTAL INCOME 623000 389479 389479 389479 4 4 MISCELLANEOUS REVENUE 900099 7160 7160 7160 421953 396639 0 4 48065 48065 1529 1529 1135 1135 1359 1359 3794 1518 2276 9862 9862 600 600 118 118 1104 552 552 269560 269560 12726 12726 5885 5885 REPAIRS AND MAINTENANCE 21691 21691 HOUSEKEEPING 16421 16421 OTHER EXPENSES 3026 3026 RESIDENT EVENTS 2490 2490 2521 2521 401886 341131 60755 0 136522 175752 578 14704 296990 228338 81378 68652 936521 1024472 30528 31611 1185527 1315191 29283 35966 30528 45491 59811 81457 X 925716 1233734 200000 0 1125716 1233734 1185527 1315191 20067 87951 0 X 0 1 X 1 0 X X 1 SISTERS OF THE HUMILITY OF MARY 250989253 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 936521 12021 79898 3968 1024472 1075289 2291 -137494 3565 936521 831889 13267 233454 3321 1075289 814638 20191 2940 831889 760301 33 57196 2892 814638 1.00000 0 0 296990 228338 68652 68652 SECURITY DEPOSITS 31611 RELATED PARTY PAYABLES 13880 45491 X 509904 87951 87951 421953 0 421953 401886 0 401886 0 401886 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE) AND IS RECOGNIZED AS TAX EXEMPT UNDER 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICES (IRS). THE ORGANIZATION HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS FOR YEARS ENDED JUNE 30, 2020, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. FORM 990, PART VI, SECTION A, LINE 3 THE BOARD HAS CONTRACTED WITH THE SISTERS OF THE HUMILITY OF MARY TO PROVIDE HUMAN RESOURCE AND PAYROLL SERVICES TO THE EMPLOYEES OF VILLA MARIA RESIDENTIAL SERVICES. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS ONE MEMBER, THE SISTERS OF THE HUMILITY OF MARY. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATIONS MEMBER, THE SISTERS OF THE HUMILITY OF MARY, WILL APPOINT ONE MEMBER FROM THEIR BOARD TO THE ORGANIZATION'S BOARD. THE ORGANIZATION NOMINATES ALL BOARD MEMBERS BUT THE MEMBER MUST APPROVE THE APPOINTMENT. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING POWERS ARE RESERVED TO THE MEMBER, AND SHALL BE EXERCISED BY THE MEMBER. A. TO APPROVE THE PHILOSOPHY AND MISSION OF THE CORPORATION. B. TO AMEND THE ARTICLES OF INCORPORATION AND THE BYLAWS OF THE CORPORATION. C. TO APPROVE OR DISAPPROVE ANY MODIFICATION OF THE ESSENTIAL NATURE, PURPOSE, MERGER, CONSOLIDATION, OR REORGANIZATION OF THE CORPORATION. D. TO APPROVE OR DISAPPROVE THE SALE, LONG-TERM LEASE, DISPOSITION, OR ENCUMBRANCE OF ANY REAL PROPERTY BY THE CORPORATION. E. TO APPROVE OR DISAPPROVE ANY NEW INDEBTEDNESS IN EXCESS OF $100,000.00. F. TO APPROVE OR DISAPPROVE THE DISSOLUTION OF THE CORPORATION AND THE DISTRIBUTION OF ASSETS UPON DISSOLUTION, PROVIDED THE ASSETS ARE USED FOR PURPOSES CONSISTENT WITH THE PURPOSES OF THE CORPORATION. G. TO APPOINT OR REMOVE, FOR CAUSE OR WITHOUT CAUSE, THE DIRECTORS OF THE CORPORATION. H. TO APPOINT OR REMOVE THE PRESIDENT OF THE CORPORATION PROVIDED IN ARTICLE X, SECTION 2 AND 6. I. TO REVIEW AND EVALUATE THE ANNUAL REPORT OF THE CORPORATION IN LIGHT OF THE PHILOSOPHY AND MISSION OF THE SISTERS OF THE HUMILITY OF MARY AND THE CORPORATION. J. TO RECEIVE AND REVIEW THE ANNUAL FINANCIAL AUDIT OR FINANCIAL REVIEW. FORM 990, PART VI, SECTION B, LINE 11B VILLA MARIA RESIDENTIAL SERVICES HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE FORM 990 IS THEN EMAILED TO ALL BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL BEFORE BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO SIGN A STATEMENT ACKNOWLEDGING COMPLIANCE WITH THE ORGANIZATION'S CONFLICTS OF INTEREST POLICY. THIS STATEMENT IS REQUIRED TO BE RE-EXECUTED ON AN ANNUAL BASIS. IF AN INTERESTED PERSON HAS A CONFLICT, HE OR SHE RECUSES THEMSELVES FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 AT LEAST ONCE A YEAR THE BOARD PERFORMS A PERFORMANCE REVIEW OF THE EXECUTIVE MANAGER. AS PART OF THE REVIEW, CHANGES IN SALARY AND BENEFITS WILL BE DISCUSSED AND VOTED ON BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, FORM 1023, GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE SISTERS OF THE HUMILITY OF MARY VILLA MARIE RD VILLA MARIA PA 15155 250989253 CHURCH PA 501(C)(3) LINE 1 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 0