2025-01-31T00:08:00-06:00 2024-06-30 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2023-07-01 231500399 ST ANNE'S RETIREMENT COMMUNITYINC STAN 7172855443 3952 COLUMBIA AVENUE COLUMBIA PA 175129715 MARY TURNBAUGH PRESIDENT 7172855443 2025-01-13 1 0 STEPHANIE E KANE CPA P01275157 4848742200 2025-01-13 2023 2025-03-06 01:10:19Z MARY TURNBAUGH 3952 COLUMBIA AVENUE COLUMBIA PA 175129715 30997935 0 X WWW.STANNESRETIREMENTCOMMUNITY.COM X 1977 PA ST ANNE'S IS DEDICATED TO HEALING MINISTRY OF JESUS IN THE SPIRIT OF SAINT MARIA DEMATTIAS. 14 11 327 25 0 0 311536 420388 21105031 23265270 407488 760044 0 0 21824055 24445702 0 0 0 0 13876420 14644686 0 0 148937 9810008 10159486 23686428 24804172 -1862373 -358470 68891566 68963155 60477706 60526973 8413860 8436182 SAINT ANNE'S RETIREMENT COMMUNITY, SPONSORED BY THE ADORERS OF THE BLOOD OF CHRIST, IS DEDICATED TO CONTINUING THE HEALING MINISTRY OF JESUS IN THE SPIRIT OF SAINT MARIA DEMATTIAS. 0 0 22007842 23265270 PATIENT ROOM & BOARD FEES: NURSING FACILITY - 119 BEDS (27,026 RESIDENT DAYS), PERSONAL CARE UNIT - 51 UNITS (18,012 RESIDENT DAYS), INDEPENDENT LIVING COTTAGES - 50 UNITS (18,004 RESIDENT DAYS), APARTMENTS - 119 UNITS (40,215 RESIDENT DAYS) 22007842 1 1 0 0 0 0 1 0 1 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 26 0 1 327 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ST ANNE'S RETIREMENT COMMUNITY INC 7172855443 3952 COLUMBIA AVENUE COLUMBIA PA 175129715 MARY TURNBAUGH PRESIDENT 40.00 0.00 X 216847 0 22912 MICHELE J BARD CFO 40.00 0.00 X 165552 0 17561 LISA HOLLYWOOD ADMINISTATOR/VP CLINICAL SERVICES 40.00 0.00 X 133848 0 15949 MONICA MARCELO DIRECTOR OF NURSING 40.00 0.00 X 117317 0 16157 BRANDI L GAMBLER DIRECTOR OF REHAB SERVICES 40.00 0.00 X 114055 0 15011 MARY JO DIFFENDALL DIRECTOR OF DEVELOPMENT 40.00 0.00 X 104064 0 14511 TERESA TURNER DIRECTOR OF HUMAN RESOURCES 40.00 0.00 X 100823 0 14349 JOHN MARKEL ESQ CHAIR - TERMED 09/2023 1.00 0.00 X X 0 0 0 MATT PATTERSON DMD CHAIR 1.00 0.00 X X 0 0 0 SR FRAN SCHUMER ASC VICE CHAIR 1.00 10.00 X X 0 0 0 DR MARIBETH LEBRETON SECRETARY 1.00 0.00 X X 0 0 0 SHERI RILEY SECRETARY AND TRUSTEE 1.00 0.00 X X 0 0 0 JAMES KENDIG TREASURER 1.00 0.00 X X 0 0 0 THERESA BACHMAN TRUSTEE 1.00 0.00 X 0 0 0 STEVE CONWAY TRUSTEE 1.00 0.00 X 0 0 0 JEFFREY FUNK TRUSTEE - TERMED 09/2023 1.00 0.00 X 0 0 0 SR JOAN HORNICK ASC TRUSTEE 1.00 24.00 X 0 0 0 WILLIAM KIELY TRUSTEE 1.00 0.00 X 0 0 0 SR MARIA LOUISE HUGHES ASC TRUSTEE - TERMED 11/2023 1.00 40.00 X 0 0 0 CHERYL LOVE TRUSTEE 1.00 0.00 X 0 0 0 SR MICHELLE WOODRUFF ASC TRUSTEE 1.00 40.00 X 0 0 0 DON MARTIN TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL GRAB TRUSTEE 1.00 0.00 X 0 0 0 EILEEN SOSA TRUSTEE 1.00 0.00 X 0 0 0 952506 0 116450 7 0 1 0 CURA HOSPITALITY PO BOX 827276 PHILADELPHIA PA 191827276 DIETARY CONSULTANTS 314268 1 180511 239877 865 420388 NURSING 623000 12599835 12599835 APARTMENTS 623000 4558207 4558207 PERSONAL CARE 623000 4307192 4307192 RETIREMENT VILLAGE 623000 1448302 1448302 OTHER SERVICE FEES & INCOME 623000 351734 351734 23265270 328595 328595 6982076 1606 6551127 1106 430949 500 431449 431449 24445702 23265270 0 760044 446780 446780 10994220 10144074 742919 107227 232173 228036 4137 2110979 1734884 366280 9815 860534 751669 100785 8080 8284 8284 48574 48574 21842 21842 648263 613486 34777 82722 139 82583 1489694 1365462 114567 9665 154564 71641 82923 1322476 1267461 55015 19974 19478 496 6233 4419 1814 2370890 2272261 98629 2294535 2199082 95453 250610 240872 9738 FOOD EXPENSE 781537 770821 10716 ADMINISTRATION OTHER 449699 114468 325218 10013 PATIENT MEDICATION 186240 186240 ANCILLARY SERVICES 23349 23349 24804172 22007842 2647393 148937 11925 13925 843230 1796968 21195 17295 655099 943852 14434 11778 304239 853675 83142362 30605136 54099170 52537226 8029940 8260109 3874336 3460390 100000 100000 937998 967937 68891566 68963155 1124053 1899553 7554901 7724487 51767674 50663670 31078 39263 0 200000 60477706 60526973 X 7686609 7625484 727251 810698 8413860 8436182 68891566 68963155 X -358470 350853 29939 X X 0 1 X 1 0 X 259942 285183 185964 311536 420388 1463013 19667879 18711247 18116638 21105031 23265270 100866065 10372 10257 9400 30029 19938193 19006687 18312002 21416567 23685658 102359107 3600 1500 5250 6100 13450 29900 0 3600 1500 5250 6100 13450 29900 102329207 217255 225066 244707 250562 328595 1266185 217255 225066 244707 250562 328595 1266185 20155448 19231753 18556709 21667129 24014253 103625292 0.98750 0.98730 0.01220 0.01250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 9.00 0 0 0 1 0 0.00 0 1 0 1 X 3109728 3109728 71467000 24439675 47027325 8428307 6165461 2262846 137327 137327 52537226 OTHER INVESTMENTS 3460390 C 3460390 X 24804652 350853 29939 380792 24423860 21842 21842 24445702 24782330 0 24782330 21842 21842 24804172 PART II, LINE 9: THERE WAS A NOMINAL AMOUNT OF EXPENSES THAT THE ORGANIZATION INCURRED FOR THE CONSERVATION EASEMENT WHICH WERE EXPENSED TO PROFESSIONAL FEES. THE PROPERTY AFFECTED BY THE CONSERVATION EASEMENT IS RECORDED IN PROPERTY, PLANT AND EQUIPMENT AS LAND IN THE BALANCE SHEET. THE CONSERVATION EASEMENT WAS NOT CONTRIBUTED TO THE ORGANIZATION. PART IV, LINE 2B: THE ORGANIZATION IS CUSTODIAN FOR RESIDENT TRUST FUNDS FOR CERTAIN RESIDENTS OF THE RETIREMENT COMMUNITY. PART X, LINE 2: INCOME TAXES - THE CORPORATION 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 CORPORATION WAS ORGANIZED UNDER THE PENNSYLVANIA NONPROFIT CORPORATION LAW AND IS EXEMPT FROM STATE INCOME TAXES. THE CORPORATION 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 CORPORATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE CORPORATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE CORPORATION 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: CHANGE IN VALUE OF THIRD-PARTY TRUST 29,939. X X 0 0 0 0 0 0 0 0 0 MARY TURNBAUGH PRESIDENT 216847 0 0 0 0 0 10811 0 12101 0 239759 0 0 0 MICHELE J BARD CFO 165552 0 0 0 0 0 8253 0 9308 0 183113 0 0 0 A LANCASTER COUNTY HOSPITAL AUTHORITY 236648018 514045V75 2020-03-01 41480658 REFUNDING 2017 NOTE AND CAPITAL PROJECT 0 0 0 B LANCASTER COUNTY HOSPITAL AUTHORITY 236648018 NONEAVAIL 2022-04-07 13132320 BOND REFINANCE 0 0 0 A 1614702 41480658 329742 23937524 17213392 2020 1 0 1 1 B 2334606 13132320 262646 12869674 2022 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 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 A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS ASC HEALTH, INC. FORM 990, PART VI, SECTION A, LINE 7A ASC HEALTH HAS THE POWER TO APPOINT UP TO 4 MEMBERS OF THE BOARD OF TRUSTEES ACCORDING TO THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS OF THE BOARD OF TRUSTEES ARE CONTINGENT ON THE APPROVAL OF ASC HEALTH. FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE 990 PRIOR TO FILING. THE FINANCE COMMITTEE CHAIR MAKES A RECOMMENDATION TO THE ENTIRE BOARD TO APPROVE THE 990. IN ADDITION, A SECURE LINK IS USED TO UPLOAD THE 990 TO THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C A DIRECTOR IS REQUIRED TO ANNUALLY, OR AT SUCH A TIME THAT A CONFLICT MAY ARISE, DISCLOSE THIS TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP MANAGEMENT OFFICIAL: THE ORGANIZATION USES LEADING AGE SALARY SURVEY DATA FOR CENTRAL PENNSYLVANIA, AS WELL AS APPROVAL FROM THE BOARD OF TRUSTEES IN DETERMINING COMPENSATION FOR THE PRESIDENT. COMPENSATION PROCESS FOR TOP FINANCIAL OFFICIAL: THE ORGANIZATION USES LEADING AGE SALARY SURVEY DATA FOR CENTRAL PENNSYLVANIA. RATE IS DETERMINED BY CEO UTILIZING INTERNAL PERFORMANCE INCREASE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF THIRD-PARTY TRUST 29,939. FORM 990, PART XII, LINE 2C: NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT THIS YEAR. ADORERS OF THE BLOOD OF CHRIST 4233 SULPHUR AVENUE ST LOUIS MO 63109 371402562 RELIGIOUS MO 501(C)(3) LINE 1 N/A 0 ASC HEALTH 4233 SULPHUR AVENUE ST LOUIS MO 63109 371186930 OVERSIGHT MO 501(C)(3) LINE 1 ADORERS OF THE BLOOD OF CHRIST 0 VILLA MARIA 116 SOUTH CENTRAL AVENUE MULVANE KS 67110 237422471 LTC KS 501(C)(3) LINE 3 ASC HEALTH 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0