2025-06-27T13:38:06-05:00 2024-12-31 990 2024-01-01 251189696 Shenango Presbyterian Seniorcare SHEN 4128266030 238 South Market St New Wilmington PA 16142 James Pieffer President 4128266005 2025-06-27 0 2024 2025-03-06 01:10:19Z James Pieffer 1215 Hulton Road Oakmont PA 15139 13826804 0 X N/A X 1965 PA Established in 1966, Shenango Presbyterian SeniorCare is a Christian non-profit continuing care retirement community serving adults 62 years or older and provides priority access to on-site healthcare services if needed, including personal care, skilled nursing, dementia care, and rehabilitation. For marketing purposes, the campus is known as Shenango on the Green. It is operated by Presbyterian SeniorCare, which was established on January 25, 1928 in the Commonwealth of Pennsylvania as a not-for-profit, charitable organization. Presbyterian SeniorCare gives back to its local communities including providing charitable care to seniors it serves that no longer have the means to pay. In 2023 across its regional network, it provided a combined total of approximately $23 million in benevolent and uncompensated care. 4 2 0 12 0 0 147623 784912 8452188 8850186 88214 1443772 0 0 8688025 11078870 0 0 0 0 4693806 5467728 0 0 0 5133595 5608501 9827401 11076229 -1139376 2641 14921689 14396449 20344818 21052374 -5423129 -6655925 X Shenango Presbyterian Seniorcare is a Christian non-profit continuing care retirement community providing nursing care, personal care, and independent housing for the elderly, in a quality dignified living environment. The residents are cared for with competence and compassion. 0 0 9902705 10163624 Shenango on the Green (Shenango) consists of approximately 2.40 acres. The existing units include thirteen 13 independent living carriage homes, forty-eight (48) Independent Living apartments, thirty-two (32) nursing home beds and forty-six (46) personal care beds, which includes a fourteen (14) bed dementia unit (Woodside) and six (6) private suites. All the units are located in one building. In January, 2016 the Attorney General signed off on the Affiliation between Presbyterian SeniorCare and Shenango Presbyterian SeniorCare. On March 26, 1970, Shenango Presbyterian SeniorCare was determined by the Internal Revenue Service of the U. S. Treasury Department to be a charitable organization and therefore, exempt from Federal Income Tax under Section 501(c) (3) of the Internal Revenue Code. In January of 2008 a Contribution in Lieu of Real Estate Taxes Agreement was adopted. In July of 2015 it is ordered, adjudged and decreed that Shenango is and be exempt from payment of real property tax to any taxing authority. Shenango Presbyterian SeniorCare is a "mission unit" of the Shenango Presbytery in the Presbyterian Church (U.S.A.). The Shenango Presbytery is a regional governing unit of that national ecclesiastical denomination, and has jurisdiction over Presbyterian congregations and agencies in Lawrence and Mercer Counties. Since 2018, Shenango has partnered Masterpiece Living, a multi-specialty group that currently partners with more than 80 organizations nationwide in order to maximize the potential of older adults. Through the partnership, Shenango accesses research and tools that provide opportunities for each of its residents, and the community as a whole, to measure progress against four key dimensions of successful living - spiritual, intellectual, physical and social. Shenango on the Green supports resident-driven programs, activities and events in an independent living environment, while providing a continuum of care, including personal care, skilled nursing, dementia-care and rehabilitation services. In 2016, Shenango on the Green achieved CARF accreditation in three program areas: Person-Centered Long-Term Care Community, Dementia Care Specialty, and Assisted Living. A Person-Centered Long-Term Care Community, according to CARF, "is a place where persons served want to live, people want to work, and both choose to stay." It's a community that focuses on cultural competence and offers persons served autonomy, flexibility and security. CARF defines a Dementia Care Specialty Program as one that delivers services focused on the unique and changing physical, cognitive, communication, emotional, psychosocial, behavioral, occupational, medical, palliative, educational, environmental, and leisure/recreational needs of persons with dementia. Under CARF, the Assisted Living accreditation also encompasses personal care communities and is defined as "a residential program that provides meals, housing, and a range of hospitality and personal care services for adults of all ages in a supportive and safe home-like setting." Additionally, as part of Presbyterian SeniorCare Network, Shenango on the Green attained accreditation under CARF's new Network standards. Introduced in 2016, the "Network" standards were implemented by CARF in order to "support networks' development toward continuity of services among multiple providers and to support quality when a legal entity does not own all participating providers within its network."Shenango on the Green always has been committed to providing welcoming and respectful environments for everyone. As an affiliate of Presbyterian SeniorCare, Shenango on the Green participates in education and awareness efforts that are offered to foster diversity, equity and inclusion, which betters position the organization to serve an increasingly diverse aging population and to appropriately engage and support an increasingly diverse workforce. 9902705 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 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 1 0 0 0 0 1 0 0 0 1 35 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X Todd Boslau 4128266030 1215 Hulton Road Oakmont PA 15139 Thomas Kaufman Director 1.00 X 0 0 0 Helen Boylan-Funari Director 1.00 X X 0 0 0 Todd R Boslau CPA Director, Asst. Treasurer 1.00 X 0 275899 37189 James Pieffer Director and President and 1.00 X X 0 467583 37604 James E Noland Director 1.00 X 0 0 0 Bobbi Jo Haden Secretary 8.00 X 0 245824 21056 Gary Seib Treasurer 1.00 X 0 149006 14330 0 1138312 110179 0 0 1 0 Symbria Rehabilitation Services 28100 Torch Parkway 600 Warrenville IL 60555 Therapy Services 339924 1 630000 154912 630000 784912 Net Resident Services 623000 8850186 8850186 8850186 130334 130334 4061372 2747934 1313438 1313438 1313438 11078870 10163624 0 130334 4410253 4232045 178208 56344 50038 6306 670864 639391 31473 330267 305423 24844 630000 630000 50655 50655 14575 14575 1052958 1015678 37280 502430 462747 39683 160500 160500 549001 549001 298140 298140 723213 723213 112647 112647 Dietary Supplies 547382 547382 Other Supplies 347798 347798 Dietary Management Serv 309991 309991 Repairs and Maintenance 309211 309211 11076229 9902705 1173524 0 240652 237491 860965 895472 600650 712640 219396 189127 24463288 16231076 8551135 8232212 3651016 3346916 797875 782591 14921689 14396449 693520 1670612 9108143 9408429 10477174 9919518 65981 53815 20344818 21052374 X -5427961 -6662687 4832 6762 -5423129 -6655925 14921689 14396449 X 2641 -1222083 -13354 X 0 1 X 1 0 X 175905 980543 391045 147623 784912 2480028 7616751 7271321 7661927 8452188 8850186 39852373 7792656 8251864 8052972 8599811 9635098 42332401 0 0 0 42332401 40574 26155 32148 88214 1443772 1630863 40574 26155 32148 88214 1443772 1630863 7833230 8278019 8085120 8688025 11078870 43963264 0.96290 0.99380 0.03710 0.00620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 609266 609266 21771221 14502399 7268822 2058505 1728677 329828 24296 24296 8232212 Derivative financial instruments 782591 782591 Tenants Security Deposits 15 Entrance fee deposits 53800 53815 X 9841503 -1222083 -15284 -1237367 11078870 0 11078870 11076229 0 11076229 0 11076229 Part X, Line 2: The Organization adopted the standard for accounting for uncertainty in income taxes recognized in a company's financial statements that prescribes a recognition threshold of more-likely-than-not to be sustained upon examination by the appropriate taxing authority. Measurement of the tax uncertainty occurs if the recognition threshold has been met. The standard also provides guidance on derecognition, classification, interest, and penalties, accounting in interim periods, and disclosure. Management has determined that the adoption of the standard did not have a material effect on the financial statements. The Organization's Policy is to recognize interest related to unrecognized tax benefits in interest expense and penalties in operating expenses. There were no interest or penalties recognized on the statements of operations and changes in net (deficit) as a result of the adoption. Part XI, Line 2d - Other Adjustments: Change in Value of Interest Rate Swap Agreement -15,284. X X X 0 0 0 0 0 0 0 0 0 James Pieffer Director and President and 0 413208 0 54375 0 0 0 13800 0 23804 0 505187 0 0 Todd R Boslau CPA Director, Asst. Treasurer 0 275899 0 0 0 0 0 11017 0 26172 0 313088 0 0 Bobbi Jo Haden Secretary 0 227716 0 18108 0 0 0 9778 0 11278 0 266880 0 0 Gary Seib Treasurer 0 148596 0 410 0 0 0 5711 0 8619 0 163336 0 0 A Revenue Refunding Note Series 2019 2019-08-29 10386000 Refinancing of Series 2007 Bonds 0 0 0 B Revenue Capital Projects Notes Series 2019 2019-08-29 3960000 Construction of new cottage 0 0 0 A 10386000 300013 336288 0 0 1 1 B 3960000 183552 3707209 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 0 0 0 0 1 First National Bank 10.000000000000 0 0 0 0 0 B 0 0 0 0 0 1 First National Bank 10.000000000000 0 0 0 0 0 A 0 B 0 X Management Services 1 630000 Actual 0 0 0 Form 990, Part VI, Section A, line 3 Managed by an affiliate corporation Presbyterian Seniorcare, an exempt 501(c)(3) organization. Form 990, Part VI, Section A, line 6 The organization is a non-stock Pennsylvania non-profit corporation. The sole member of the organization is Presbyterian Seniorcare, a tax exempt 501(c)(3) organization, Fed ID no 25-0969422. Form 990, Part VI, Section A, line 7a The organization has one member who elects the members of the board of directors. The member,Presbyterian SeniorCare, is a tax exempt 501(c)(3)organization. Form 990, Part VI, Section A, line 7b The sole member of the corporation, Presbyterian Seniorcare, has reserved powers for governance decisions to 1.change the purpose or mission of the corporation, 2.elect or remove directors or officers of the corporation, 3.change the Article of Incorporation or bylaws of the corporation, 4.approve purchase, sale, lease, transfer or encumber, construction or destruction of property with value in excess of $100,000, 5.approve dissolution, merger, consolidation,affiliation or division of the corporation, 6.approve borrowing or other financial obligations not contained in operating and capital budgets, and 7.require an independent audit or review of the corporation's financial statements and appoint the independent auditor. Form 990, Part VI, Section B, line 11b A copy of the Form 990 was provided directly or emailed to each director of the board prior to filing of the Form 990. No review was or will be conducted. Form 990, Part VI, Section B, line 12c The organization has a written conflict of interest policy. All officers, directors and key employees are required to complete a conflict of interest questionnaire annually. The questionnaires are then reviewed by the audit/conflict of interest committee of the board which then reports back to the board with any findings And/or corrective action. Form 990, Part VI, Section B, line 15 The organization has a management compensation policy and philosophy in place. The executive committee of the board of directors approves all management compensation, and compensation is benchmarked with the state industry association salary survey. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. We will make copies for requested documents at IRS approved rates per page, or the requestor may come to the offices to review the documents. Form 990, Part XI, line 9: Change in restricted net assets 1,930. Change in value of interest rate swap agreement -15,284. Presbyterian SeniorCare 1215 Hulton Road Oakmont PA 15139 250969422 Elderly Healthcare and Housing PA 501(c)(3) Line 11 0 Presbyterian Seniorcare Foundation 1215 Hulton Road Oakmont PA 15139 562289600 Supporting Organization PA 501(c)(3) Line 12b, II 0 Envisage Life 1215 Hulton Road Oakmont PA 15139 113643210 Continuing Care Retirement Community PA 501(c)(3) Line 11 0 Longwood at Oakmont Inc 500 Route 909 Route PA 15147 232605414 Continuing Care Retirement Community PA 501(c)(3) Line 11 0 Presbyterian Medical Center of Oakmont Pa Inc 1215 Hulton Road Oakmont PA 15139 251469798 Nursing Home PA 501(c)(3) Line 11 0 Presbyterian Medical Center of Washington Pa Inc 1215 Hulton Road Oakmont PA 15139 251413291 Nursing Home PA 501(c)(3) Line 11 0 Butler Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251423015 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Saxonburg Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251589215 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Plum Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251471814 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Center Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251620513 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Plum Presbyterian Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251711435 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Baden Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311587613 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Slippery Rock Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251772839 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Castle Shannon Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311587456 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Mckeesport Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 311488599 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Franklin Twp Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251550102 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Encore Living Group Inc 1215 Hulton Road Oakmont PA 15139 251495780 Elderly Housing PA 501(c)(3) Line 11 0 McDonald Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251649199 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Bellmead Housing Corporation 1215 Hulton Road Oakmont PA 15139 251380305 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 East Liberty Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251705970 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Manchester Supportive Housing Inc 1215 Hulton Road Oakmont PA 15139 251662399 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Community Partnerships for Housing Services Inc 1215 Hulton Road Oakmont PA 15139 311521653 Low Income Elderly Tax Credit Financed Housing PA 501(c)(3) Line 11 0 Hope House Corporation 1215 Hulton Road Oakmont PA 15139 251597605 Elderly Personal Care PA 501(c)(3) Line 11 0 Allegheny Widows Home Association 1215 Hulton Road Oakmont PA 15139 251026837 Supporting Organization PA 501(c)(3) Line 11 0 Meadowlake Corporation 1215 Hulton Road Oakmont PA 15139 251636328 Housing for the Elderly PA 501(c)(3) Line 11 0 Parker Presbyterian Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251705428 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 SeniorCare at Home 1215 Hulton Road oakmont PA 15139 273673530 Elderly Home Care PA 501(c)(3) Line 11 0 Presbyterian Homes of Lake Erie 1225 School Road Erie PA 16505 250979369 continuing Care Retirement Community PA 501(c)(3) Line 11 0 Unlimited Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251703571 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 Unlimited Housing for the Elderly 1215 Hulton Road Oakmont PA 15139 222846078 Low Income Elderly HUD Housing PA 501(c)(3) Line 11 0 New Oaks Affordable Housing LLP 1215 Hulton Road Oakmont PA 15139 822621660 Limited partner of Low Income Housing Tax Credit property PA 0 Presbyterian SeniorCare Portfolio LP 1215 Hulton Road Oakmont PA 15139 834608196 Low Income Housing Tax Credit property for the elderly PA 0 0 Fairmont Apartments Limited Partnership 1215 Hulton Road Oakmont PA 15139 270086517 Low Income Housing Tax Credit property for the elderly PA 0 0 North Aiken Senior Housing LP 1215 Hulton Road Oakmont PA 15139 800036090 Low Income Housing Tax Credit property for the elderly PA 0 0 East End Senior Housing LP 1215 Hulton Road Oakmont PA 15139 251862124 Low Income Housing Tax Credit property for the elderly PA 0 0 Oaks Supportive Housing Associates 1215 Hulton Road Oakmont PA 15139 251873845 Low Income Housing Tax Credit property for the elderly PA 0 0 East End Senior Housing LLC 1215 Hulton Road Oakmont PA 15139 200029452 General partner of Low Income Housing Tax Credit property PA 0 0 Ross Presbyterian Senior Housing LP 1215 Hulton Road Oakmont PA 15139 322467867 Low Income Housing Tax Credit property for the elderly PA 0 0 Ross Presbyterian GP LLC 1215 Hulton Road Oakmont PA 15139 491976623 General partner of Low Income Housing Tax Credit property PA 0 0 4003 Penn Avenue LLC 1215 Hulton Road Oakmont PA 15139 208529161 General partner of Low Income Housing Tax Credit property PA 0 0 York Lambeth LP 1215 Hulton Road Oakmont PA 15139 263428015 Low Income Housing Tax Credit property for the elderly PA 0 0 Oakland Pride Housing LLC 1215 Hulton Road Oakmont PA 15139 871821309 Low Income Housing Tax Credit property for the elderly PA 0 0 Oakland Pride Housing Manager LLC 1215 Hulton Road Oakmont PA 15139 933643951 General partner of Low Income Housing Tax Credit property PA 0 0 SeniorCare Network Inc 1215 Hulton Road Oakmont PA 15139 251459478 Affordable housing management company PA 0 Fairmont Apartments Inc 1215 Hulton Road Oakmont PA 15139 270029452 General partner of Low Income Housing Tax Credit property PA 0 California Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 251873682 General partner of Low Income Housing Tax Credit property PA 0 North Aiken Senior Housing Inc 1215 Hulton Road Oakmont PA 15139 800036214 General partner of Low Income Housing Tax Credit property PA 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 Presbyterian SeniorCare - Due to Related Parties P 638496 Actual Presbyterian SeniorCare - Management Fees M 630000 Actual Presbyterian SeniorCare - Contributed Management Fees S 630000 Actual