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Nonprofit · EIN 22-2717623

MORNINGSTAR SENIOR LIVING INC

Tax-exempt · NAZARETH, PA 18064

Financials

$30.6M$34.8M2022$17M$18M2023$35.4M$35.5M2024
Revenue Expenses · by fiscal year end
Financials of MORNINGSTAR SENIOR LIVING INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$35,414,494$35,472,148-$57,654$141,090,811$148,131,647-$7,040,836
December 31, 2023990$17,037,092$17,960,717-$923,625$131,652,126$139,039,326-$7,387,200
June 30, 2023990$30,560,952$34,794,173-$4,233,221$124,472,119$130,816,004-$6,343,885
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$241,026
Program service revenue
$33,995,384
Investment income
$802,429
Net rental income
$51,316
Net gain from sales of assets
-$163,754
Net income from sales of inventory
-$8,954
Other revenue
$375,655

Expenses

Grants and similar amounts paid
$5,963
Compensation of officers, directors and key employees
$195,227
Other salaries and wages
$14,450,261
Salaries, compensation and benefits (total)
$18,277,537
Professional fundraising fees
$0
Legal fees
$55,834
Accounting fees
$181,181
Occupancy
$2,256,333
Travel
$44,466
Depreciation
$6,092,872
Program services (functional)
$30,288,307
Management and general (functional)
$5,066,687
Fundraising (functional)
$117,154

Balance sheet and other

Total assets, start of year
$131,652,126
Total assets, end of year
$141,090,811
Total liabilities, end of year
$148,131,647
Net assets, end of year
-$7,040,836
Land, buildings and equipment
$108,943,595
Publicly traded securities
$18,726,892
Net assets without donor restrictions
-$7,040,836
Gross unrelated business income
$35,098
Gross receipts
$42,422,132
Employees
583
Volunteers
189
Year formed
1984
State of legal domicile
PA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
J DAVID SWARTLEYCEO & BOARD CHAIR
Trustee or director, Officer
22.5$0$298,494$22,364
CHRISTOPHER T HUNTCFO & TREASURER
Trustee or director, Officer
42$239,738$0$40,595
SUSAN CAPOBIANCOEXECUTIVE DIR. & BOARD MEMBER
Trustee or director, Officer
50$213,098$0$18,896
BRYNN LEECHIEF HR OFFICER
Key employee
42$188,575$0$6,707
MONICA BUSTAMANTESR. DIRECTOR OF IT
Highest-paid employee
50$162,560$0$30,959
ALICE DONLANNHA, SR. DIR. HEALTHCARE SVC
Key employee
50$162,754$0$22,841
MATTHEW P MATEJCEKSR. DIR. OF ENVIRONMENTAL
Highest-paid employee
40$101,213$0$26,262
JEANNE MORRIS FRIEDMANAGER OF THERAPY
Highest-paid employee
40$115,441$0$1,183
NANCY BULLIVANTSR. DIR. OF HEALTH AND WEL
Highest-paid employee
50$103,251$0$0
TED LEWISSECRETARY
Trustee or director, Officer
1$0$0$0
CHRISTIAN J BROWN RLA CLA ASLAMEMBER
Trustee or director
1$0$0$0
LINDA MCMEEKINMEMBER
Trustee or director
1$0$0$0
MELISSA JOHNSONMEMBER
Trustee or director
1$0$0$0
EDWARD NAWROCKIMEMBER
Trustee or director
1$0$0$0
DONNA SABOLMEMBER
Trustee or director
1$0$0$0
1 more people on this return
NameTitleHours / weekCompensation
RT REV C HOPETON CLENNONCHAIR-ELECT (UNTIL 01/24)
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 24 people
NameTitleHours / weekCompensationOther / benefits
SUSAN C DRABICPRESIDENT AND CEO (RETIRED 9/30/23)
Officer
50$365,516$25,632
J DAVID SWARTLEYCEO
Officer
22.5$263,190$18,226
CHRISTOPHER T HUNTCHIEF FINANCIAL OFFICER
Officer
42$214,525$36,267
NANCY BULLIVANTSR. DIR. OF HEALTH AND WELLNESS, NHA
Key employee
50$191,202$15,872
SUSAN CAPOBIANCOEXECUTIVE DIRECTOR
Officer
50$177,461$20,122
MONICA BUSTAMANTESR. DIRECTOR OF IT
Highest-paid employee
50$154,592$26,224
BRYNN LEECHIEF HR OFFICER
Key employee
42$155,579$14,456
ALICE DONLANDIRECTOR OF THERAPY, ASST NHA
Highest-paid employee
50$135,849$21,292
MATTHEW P MATEJCEKSR. DIR. OF ENVIRONMENTAL SERVICES
Highest-paid employee
40$108,238$19,907
JEANNE MORRIS FRIEDMANAGER OF THERAPY
Highest-paid employee
40$108,712$4,527
CHRISTIAN J BROWN RLA CLA ASLACHAIR
Trustee or director, Officer
1$0$0
RT REV C HOPETON CLENNONCHAIR-ELECT
Trustee or director, Officer
1$0$0
TED LEWISSECRETARY
Trustee or director, Officer
1$0$0
RALPH WANAMAKER JRTREASURER
Trustee or director, Officer
1$0$0
JIM CHRINMEMBER
Trustee or director
1$0$0
CYNTHIA DIRENZOMEMBER
Trustee or director
1$0$0
DEBORAH ESPOSITOMEMBER
Trustee or director
1$0$0
MELISSA JOHNSONMEMBER
Trustee or director
1$0$0
CAROLYN KNAUSSMEMBER
Trustee or director
1$0$0
LINDA MCMEEKINMEMBER
Trustee or director
1$0$0
EDWARD NAWROCKIMEMBER
Trustee or director
1$0$0
DONNA SABOLMEMBER
Trustee or director
1$0$0
BARBARA SEIFERT-SIGMONMEMBER
Trustee or director
1$0$0
REV JEFFREY VAN ORDENMEMBER
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 23 people
NameTitleHours / weekCompensationOther / benefits
SUSAN C DRABICPRESIDENT & CHIEF EXECUTIVE
Officer
50$369,928$22,456
CHRISTOPHER T HUNTCHIEF FINANCIAL OFFICER
Officer
50$224,023$43,493
SUSAN CAPOBIANCOCHIEF MARKETING OFFICER
Key employee
50$182,094$18,772
MONICA BUSTAMANTECHIEF INFORMATION OFFICER
Highest-paid employee
50$157,165$31,522
ALICE DONLANDIRECTOR OF REHAB SERVICES
Highest-paid employee
50$145,346$34,500
NANCY BULLIVANTDIRECTOR OF HEALTH & WELLNESS
Officer
50$161,743$13,141
BRYNN LEECHIEF HUMAN RESOURCES OFFICER
Highest-paid employee
40$149,094$7,836
MATTHEW P MATEJCEKCHIEF ENVIRONMENTAL OFFICER
Highest-paid employee
40$116,030$25,013
JEANNE MORRIS FRIEDREHAB MANAGER
Highest-paid employee
40$104,875$3,345
CHRISTIAN J BROWN RLA CLA ASLACHAIR
Trustee or director, Officer
1$0$0
RT REV C HOPETON CLENNONCHAIR-ELECT
Trustee or director, Officer
1$0$0
TED LEWISSECRETARY
Trustee or director, Officer
1$0$0
RALPH WANAMAKER JRTREASURER
Trustee or director, Officer
1$0$0
JIM CHRINMEMBER
Trustee or director
1$0$0
CYNTHIA DIRENZOMEMBER
Trustee or director
1$0$0
DEBORAH ESPOSITOMEMBER
Trustee or director
1$0$0
MELISSA JOHNSONMEMBER
Trustee or director
1$0$0
CAROLYN KNAUSSMEMBER
Trustee or director
1$0$0
LINDA MCMEEKINMEMBER
Trustee or director
1$0$0
EDWARD NAWROCKIMEMBER
Trustee or director
1$0$0
DONNA SABOLMEMBER
Trustee or director
1$0$0
BARBARA SEIFERT-SIGMONMEMBER
Trustee or director
1$0$0
REV JEFFREY VAN ORDENMEMBER
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
175 W NORTH ST, NAZARETH, PA 18064-1410
In care of
% CHRISTOPHER T HUNT
Principal officer (990 for 2024)
J DAVID SWARTLEY, 175 WEST NORTH STREET, NAZARETH, PA 180641410
Signed the 990
CHRISTOPHER T HUNT, CHIEF FINANCIAL OFFICER
Phone
(610) 746-1000
Return prepared by
BAKER TILLY ADVISORY GROUP LP

Mission

MORNINGSTAR SENIOR LIVING HONORS THE UNIQUE VALUE OF OLDER ADULTS BY PROVIDING LIFESTYLE CHOICES, SUPPORTIVE SERVICES AND SECURITY TO ENRICH THE JOURNEY OF AGING.

990 for the year ended December 31, 2024

Program accomplishments

  • MORAVIAN HALL SQUARE CAMPUS:RESIDENTIAL LIVING ACCOMMODATIONS ON THE MORAVIAN HALL SQUARE CAMPUS INCLUDE 123 APARTMENTS, 4 TOWNHOMES AND 2 COTTAGES. THE 123 APARTMENTS ARE LOCATED IN THREE CONNECTED BUILDINGS, EACH FOUR STORIES HIGH. THERE ARE THREE BASIC SIZES OF RESIDENTIAL LIVING APARTMENTS: STUDIO, ONE-BEDROOM, AND TWO-BEDROOM. THE 123 APARTMENTS ARE COMPRISED OF 40 ONE-BEDROOM UNITS, 54 TWO-BEDROOM UNITS, 8 STUDIOS, AND 21 CUSTOM APARTMENTS. THESE APARTMENTS RANGE IN SIZE FROM 430 SQUARE FEET TO OVER 1,200 SQUARE FEET. THE RESIDENTIAL APARTMENTS AND THE HEALTH CARE AREAS ARE HOUSED IN INTER-CONNECTED BUILDINGS WHERE MANY COMFORTABLE COMMON SPACES AND RECREATIONAL SPACES ARE LOCATED. SEVERAL FLOORS HAVE LAUNDRY ROOMS WITH FULL-SIZE WASHERS AND DRYERS ALTHOUGH EACH INDIVIDUAL APARTMENT UNIT MAY ALSO HAVE ITS OWN WASHER/DRYER UNIT. THE RESIDENTIAL ENTRANCES HAVE ELECTRONICALLY-SECURED FRONT DOORS WHICH ARE ACCESSIBLE BY CODE OR ELECTRONIC KEY FOBS. THE MORAVIAN TOWNSTONE RESIDENTIAL BUILDING AT 117 WEST NORTH STREET IS A CONTIGUOUS PROPERTY TO THE MORAVIAN HALL SQUARE CAMPUS. THE MORAVIAN TOWNSTONE BUILDING HOUSES FOUR, TWO-BEDROOM RESIDENCES ALL OF WHICH ARE CURRENTLY OCCUPIED. THE TOWNSTONE BUILDING INCLUDES TWO STORIES ABOVE GROUND OF RESIDENTIAL LIVING SPACE ALONG WITH A BASEMENT LEVEL BELOW GRADE FOR GARAGES AND STORAGE. THERE ARE TWO RESIDENCES PER FLOOR, WITH EACH UNIT CONSISTING OF APPROXIMATELY 1,500 SQUARE FEET OF LIVABLE SPACE. EACH UNIT INCLUDES TWO BEDROOMS, TWO BATHS, KITCHEN, LIVING ROOM, LAUNDRY/STORAGE ROOM, AND EITHER A COVERED PATIO OR BALCONY ALL ON THE SAME LEVEL. THE BASEMENT LEVEL BELOW THE TWO RESIDENTIAL FLOORS INCLUDES A SINGLE CAR GARAGE FOR EACH UNIT AS WELL AS ADDITIONAL STORAGE SPACE FOR EACH DWELLING.THERE ARE TWO TWIN COTTAGE UNITS LOCATED ON THE MORAVIAN HALL SQUARE CAMPUS, CALLED THE CANTERBURY AND THE WARWICK. FLOOR PLANS FOR BOTH TWIN COTTAGES INCLUDE 2 BEDROOMS, 2 FULL BATHROOMS, LIVING ROOM, DINING AREA, KITCHEN, COVERED PATIO, COVERED DECK AND GARAGE. ALL APPLIANCES FOR THE KITCHEN AND LAUNDRY ARE PROVIDED. THE WARWICK COTTAGE AT MORAVIAN HALL SQUARE HAS APPROXIMATELY 2,093 SQUARE FEET OF LIVING SPACE ON ITS MAIN LEVEL, AND A WALK-OUT BASEMENT SPACE OF 1,600 SQUARE FEET THAT CAN BE FINISHED FOR ADDITIONAL LIVING SPACE OR USED FOR STORAGE SPACE. THE WARWICK TWIN COTTAGE ALSO HAS A FINISHED SECOND FLOOR LOFT AREA OF 900 SQUARE FEET. THE CANTERBURY COTTAGE HAS APPROXIMATELY 1,900 SQUARE FEET OF LIVING SPACE ON ITS MAIN FLOOR AND A WALK-OUT BASEMENT OF 1,600 SQUARE FEET THAT CAN BE IMPROVED AS ADDITIONAL LIVING SPACE, OR USED FOR STORAGE. HERITAGE VILLAGE CAMPUS:THE HERITAGE VILLAGE CAMPUS OF MORNINGSTAR SENIOR LIVING IS LOCATED IN SUBURBAN UPPER NAZARETH TOWNSHIP, ONE MILE NORTH OF THE MORAVIAN HALL SQUARE CAMPUS. HERITAGE VILLAGE IS AN ACTIVE ADULT, INDEPENDENT LIVING COMMUNITY FOR INDIVIDUALS AGE 60 AND OVER THAT OFFERS RESIDENTS OF THE COMMUNITY CONTINUING CARE HEALTH SERVICES AT MORAVIAN HALL SQUARE. THIS MAKES HERITAGE VILLAGE A UNIQUE ACTIVE ADULT COMMUNITY IN THAT IT OFFERS THE BEST OF BOTH WORLDS: THE LIFESTYLE AMENITIES OF A 55+ COMMUNITY PLUS LONG-TERM HEALTH CARE SERVICES AND ACCOMMODATIONS THAT ONLY A LIFE PLAN COMMUNITY CAN OFFER. HEALTH CARE SERVICES FOR RESIDENTS LIVING AT HERITAGE VILLAGE ARE PROVIDED AT MORNINGSTAR SENIOR LIVING'S ORIGINAL LIFE PLAN COMMUNITY, MORAVIAN HALL SQUARE AND INCLUDE: SHORT TERM REHABILITATION, OUTPATIENT THERAPY, HOME CARE SERVICES, LICENSED PERSONAL CARE SERVICES AND ACCOMMODATIONS, MEMORY SUPPORT CARE SERVICES AND ACCOMMODATIONS AND 24/7 NURSING HOME CARE SERVICES AND ACCOMMODATIONS. RESIDENTS OF HERITAGE VILLAGE SHARE THE AMENITIES OF A FULLY ACCESSIBLE NEIGHBORHOOD COMMUNITY BUILDING. THIS BUILDING INCLUDES A LOUNGE AND COVERED DECK, MEETING AND BANQUET ROOMS, PUB/CAFE, COMMERCIAL CATERING KITCHEN, FITNESS FACILITY, AEROBIC EXERCISE AND YOGA ROOM, BILLIARDS ROOM, MASSAGE ROOM, SHOWER FACILITIES, A COVERED OUTDOOR PAVILION WITH KITCHEN WITH FIRE PIT, BAR AND GRILL, A PICKLE BALL COURT AND AN OUTDOOR, HEATED SWIMMING POOL. DINING VENUES AVAILABLE TO THOSE WHO LIVE IN THE APARTMENTS, COTTAGES OR IN THE TOWNHOMES ON THE MORAVIAN HALL SQUARE CAMPUS AND THOSE WHO LIVE AT THE HERITAGE VILLAGE CAMPUS INCLUDE THE ROSE INN RESTAURANT AND THE GOOD SPIRIT CAFE AND THE PEACETREE PUB. THE ROSE INN RESTAURANT SERVES DINNER SUNDAY THROUGH SATURDAY. THE GOOD SPIRIT CAFE IS ALSO AVAILABLE WHERE BREAKFAST, LUNCH AND DINNER ARE OFFERED THROUGH A CHOICE OF MEAL PLANS OR ITEMS CHARGED A LA CARTE. THREE TYPES OF RESIDENTIAL LIVING PLANS ARE OFFERED FOR RESIDENTIAL LIVING ON THE MORAVIAN HALL SQUARE AND HERITAGE VILLAGE CAMPUSES: FEE-FOR-SERVICE AND LIFE CARE (ALSO KNOWN AS TYPE C AND TYPE A CONTRACTS) AS WELL AS A NEW HEALTH INVESTMENT PLAN. THE FINANCIAL COMPONENTS OF ALL THREE PLANS INCLUDE AN ENTRANCE FEE AND A MONTHLY FEE. THE FEE-FOR-SERVICE PLAN IS IDEAL FOR RESIDENTS WHO HAVE A LONG-TERM CARE INSURANCE POLICY, OR FOR RESIDENTS WHO CAN SELF-INSURE AND ARE WILLING TO PAY THE GOING RATES ASSOCIATED WITH HEALTH CARE ACCOMMODATIONS, IF AND WHEN THEY NEED THEM. THE LIFE CARE PLAN PROVIDES FULL COVERAGE FOR NURSING CARE AND PERSONAL CARE SERVICES AND ACCOMMODATIONS WITHOUT INCREASE TO THE MONTHLY RATE THE RESIDENT IS PAYING FOR HIS/HER RESIDENTIAL LIVING ACCOMMODATION. THE HEALTH INVESTMENT PLAN IS SIMILAR TO THE LIFE CARE PLAN BUT SUBJECT TO A LIFETIME BENEFIT. ALL THREE PLANS OFFER TWO (2) REFUND OPTIONS: DECLINING REFUND OPTION (AMORTIZATION OF ENTRANCE FEE OVER FIFTY (50) MONTHS); AND 75% REFUND OPTION (GUARANTEED REFUND UPON DEATH OR MOVE-OUT). ALL UTILITIES ARE BUNDLED IN THE MONTHLY FEE FOR BOTH FEE-FOR-SERVICE AND LIFE CARE PLANS.MORNINGSTAR SENIOR LIVING'S APARTMENT AND HERITAGE VILLAGE RESIDENTS ARE PROVIDED WITH A CONTINUING CARE CONTRACT AGREEMENT GIVING THEM THE FINANCIAL SECURITY THAT THEIR FUTURE HEALTHCARE NEEDS WILL BE MET. THE COMMUNITY PROVIDED ACCOMMODATIONS AND SUPPORTIVE SERVICES FOR AN AVERAGE OF 319 RESIDENTS PER MONTH.
    Expenses $10,709,974 · revenue $12,020,800
  • MEDICARE AND MEDICAID PROGRAMS. FOR SERVICES RENDERED, THE NURSING CARE CENTER ACCEPTS PRIVATE FUNDS AS WELL AS REIMBURSEMENT FROM LONG-TERM CARE INSURANCE PLANS AND PRE-CONTRACTED HEALTH MAINTENANCE ORGANIZATIONS. THE STAFF IS COMPRISED OF SKILLED PROFESSIONALS WHO PROVIDE A FULL RANGE OF RESIDENT SUPPORT SERVICES INCLUDING NURSING ACTIVITIES, PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPIES, SOCIAL SERVICES, SPIRITUAL COUNSELING, AND DINING SERVICES. MEALS AND SNACKS ARE PLANNED TO ASSURE NUTRITIONAL BALANCE AND DIVERSITY. ALL MENUS ARE PUBLISHED IN ADVANCE, ALLOWING RESIDENTS TO MAKE SELECTIONS FROM A VARIETY OF MENU CHOICES. A REGISTERED DIETICIAN IS AVAILABLE TO ADDRESS THE SPECIFIC NEEDS OF INDIVIDUALS WHO REQUIRE SPECIAL DIETS OR OTHER SPECIAL DIETARY ACCOMMODATIONS.RECREATIONAL AND THERAPEUTIC PROGRAMS HELP TO ENRICH THE LIVES OF NURSING CARE RESIDENTS. A VARIED CALENDAR OF ACTIVITIES INCLUDES: LECTURES, FILMS, TRAVELOGUES, EXERCISE CLASSES, ARTS AND CRAFTS, WORD AND BOARD GAMES, MEMORY IMPAIRED ACTIVITIES, MUSICAL PERFORMANCES, HOLIDAY CELEBRATIONS, AND CHAPEL SERVICES. A CHAPLAIN IS AVAILABLE FULL TIME TO MEET RESIDENTS' SPIRITUAL NEEDS THROUGH INDIVIDUAL COUNSELING AND SPIRITUAL PROGRAMMING. SOCIAL WORKERS ARE AVAILABLE TO ASSIST EACH RESIDENT AND HIS/HER FAMILY OR RESPONSIBLE PARTY IN ALL ASPECTS OF ADMISSION, MEDICAL CARE ARRANGEMENTS, FINANCIAL PLANNING AND REFERRALS TO EXTERNAL PROFESSIONALS AND PRACTITIONERS. AN INDIVIDUALIZED CARE PLAN FOR EACH RESIDENT IS DEVELOPED WITH INPUT FROM ALL MEMBERS OF THE CARE GIVING TEAM, INCLUDING THE RESIDENT AND FAMILY MEMBERS. THE ATTENDING PHYSICIAN, PROFESSIONAL NURSES, NURSING ASSISTANTS, SOCIAL WORKERS, THERAPISTS, DIETICIANS, FAMILY MEMBERS, AND RESIDENTS ALL WORK TOGETHER TO CREATE SHORT AND LONG TERM GOALS TO HELP EACH RESIDENT ACHIEVE MAXIMUM POTENTIAL AND QUALITY OF LIFE.MORNINGSTAR SENIOR LIVING PROVIDED NURSING CARE AND SUPPORT SERVICES (INCLUDING THERAPEUTIC SERVICES) FOR AN AVERAGE OF 56 RESIDENTS PER MONTH.THE CENTERS FOR MEDICARE AND MEDICAID (CMS) RATE THE QUALITY OF EVERY LICENSED NURSING HOME IN THE COUNTRY AND HAVE GIVEN THE HEALTH & WELLNESS CENTER AT MORAVIAN HALL SQUARE THE HIGHEST POSSIBLE RATING: 5 STARS.
    Expenses $10,232,277 · revenue $11,484,636
  • MORNINGSTAR SENIOR LIVING PROVIDES THREE DIFFERENT STYLES OF PERSONAL CARE ON ITS CAMPUS. LICENSED AS PERSONAL CARE BY THE COMMONWEALTH OF PENNSYLVANIA, MORNINGSTAR SENIOR LIVING OFFERS 28 PERSONAL CARE APARTMENTS, 33 PERSONAL CARE SUITES, AND 25 PERSONAL CARE PRIVATE ROOMS LICENSED FOR SPECIALIZED DEMENTIA CARE. ALL THREE AREAS ARE HOUSED IN THREE INTER-CONNECTED BUILDINGS.IN ALL THREE PERSONAL CARE AREAS, TRAINED PERSONAL CARE ASSISTANTS AND LICENSED NURSES ARE ON DUTY 24 HOURS PER DAY, 7 DAYS PER WEEK. ADDITIONALLY, IN ALL PERSONAL CARE LIVING AREAS, RESIDENTS, FAMILIES, AND RESPONSIBLE PARTIES ARE ENCOURAGED TO PARTICIPATE IN THE DEVELOPMENT OF A COMPREHENSIVE PLAN OF CARE.THIS PLAN IS ALSO REVIEWED BY THE RESIDENT'S ATTENDING PHYSICIAN AND PRIMARILY CONSISTS OF MEDICAL, FUNCTIONAL, REHABILITATIVE, NUTRITIONAL, AND PSYCHO-SOCIAL GOALS WHICH THE RESIDENT, FAMILY AND STAFF AGREE TO PURSUE TOGETHER WITH THE INTENT OF PROMOTING INDEPENDENCE AND BENEFITING QUALITY OF LIFE.MORNINGSTAR HALL PERSONAL CARE APARTMENTS ARE COMPRISED OF 24 ONE-BEDROOM UNITS, 2 STUDIOS AND 2 TWO BEDROOM UNITS. THE MORNINGSTAR HALL PERSONAL CARE APARTMENT FEATURES INCLUDE: BATH (FULL SIZE WITH WALK-IN SHOWER) CLOSET (LARGE WALK IN); ADDITIONAL COAT AND LINEN CLOSETS DRAPERIES (SHEER DRAPERIES WITH DOUBLE TRAVERSE RODS) EMERGENCY NURSE CALL SYSTEM INDIVIDUALLY-CONTROLLED HEATING AND AIR CONDITIONING KITCHEN (TEA) WITH MICROWAVE OVEN AND REFRIGERATORBETHANY HOUSE, WHICH IS COMPRISED OF 33 SUITES, PROVIDES A "TRADITIONAL" PERSONAL CARE ROOM WHERE ASSISTANCE IS AVAILABLE FROM LICENSED NURSES AND PERSONAL CARE ASSISTANTS FOR ACTIVITIES OF DAILY LIVING SUCH AS MEDICATION ADMINISTRATION, BATHING, DRESSING AND ALL MEALS. RESIDENTS MAY COME AND GO AS THEY PLEASE AND ARE ENCOURAGED TO CONTINUE PARTICIPATING IN OUTSIDE ACTIVITIES AS HEALTH ALLOWS. WITHIN BETHANY HOUSE THERE IS A MULTITUDE OF DAILY, WEEKLY AND MONTHLY PROGRAMS AND EVENTS WHICH MAY INTEREST RESIDENTS FROM COMPUTER CLASSES TO MASSAGE THERAPY. THE MORAVIAN HALL SQUARE CAMPUS PROVIDES MANY AMENITIES INCLUDING: LIBRARY/READING ROOM, CAFE, GIFT SHOP, COMPUTER ROOM, FITNESS AND EXERCISE FACILITIES, HOBBY AND WOODWORKING SHOPS, OUTDOOR PATIOS FOR RELAXING AND DINING, AND A HANDICAPPED ACCESSIBLE NATURE TRAIL. GALILEE HOUSE PROVIDES A HOMELIKE, SECURE RESIDENTIAL ENVIRONMENT DESIGNED FOR INDIVIDUALS WITH EARLY TO MIDDLE STAGE ALZHEIMER'S DISEASE OR RELATED DEMENTIAS. THE LIVING AREAS AND PROGRAMS SUPPORT EACH RESIDENT'S CURRENT CAPABILITIES WHILE ADDING ADVANTAGES SUCH AS PERSONALIZED ASSISTANCE FROM EXPERIENCED CAREGIVERS, AROUND-THE-CLOCK MEDICAL SUPPORT AND EMERGENCY RESPONSE, AND THE REASSURANCE OF SAFE COMMUNITY LIVING. A MONTESSORI-LIKE APPROACH TO PROVIDING LIFE-REFLECTING AND FAMILIAR ACTIVITIES AND TASKS DESIGNED TO PROMOTE STIMULATION AND SELF-WORTH HAS SERVED AS THE DRIVING FORCE IN THE UNIQUE BUILDING DESIGN AND THE CORE ELEMENTS OF THE GALILEE HOUSE "REFLECTIONS PROGRAM". THE PROGRAM IS DESIGNED TO ESTABLISH NURTURING RELATIONSHIPS AMONG RESIDENTS, FAMILIES, CAREGIVERS, PHYSICIANS AND THE COMMUNITY IN A SYMBIOTIC, CALM ENVIRONMENT. THE BUILDING IS DESIGNED TO PROMOTE A LIFE ENRICHING ENVIRONMENT IN TWO NEIGHBORHOODS WITH A TOTAL OF 25 PRIVATE SUITES. SOME OF THESE FEATURES ARE: ENCLOSED LANDSCAPED COURTYARD WITH WALKING PATH FOR ENJOYING FRESH AIR AND NATURAL SURROUNDINGS ENRICHMENT ALCOVES FOR SELF-DIRECTED ACTIVITIES LARGE WINDOWS AND SKYLIGHTS FOR ABUNDANT NATURAL LIGHT PERSONAL MEMORY BOXES FOR REMINISCING WITH STAFF, FAMILY AND FRIENDS SOOTHING COLORS, TACTILE DECORATIONS AND FURNISHINGS FOR VISUAL CUEING AND ORIENTATIONMORNINGSTAR SENIOR LIVING PROVIDES PERSONAL CARE SUPPORTIVE SERVICES, INCLUDING SPECIALIZED DEMENTIA ACCOMMODATIONS, IN A SAFE AND SUPERVISED LIVING ENVIRONMENT FOR AN AVERAGE OF 82 RESIDENTS PER MONTH.
    Expenses $9,346,056 · grants $5,963 · revenue $10,489,948

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
22-2717623
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1987
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P750)
Assets (IRS master file)
$141,090,811
Income (IRS master file)
$42,422,132

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$35,414,494$35,472,148$141,090,811IRS
990-TDecember 2024–––IRS
990December 2023$17,037,092$17,960,717$131,652,126XML
990-TDecember 2023–––IRS
990June 2023$30,560,952$34,794,173$124,472,119XML
990-TJune 2023–––IRS
990June 2022$28,932,979$32,155,929$111,906,891IRS
990-TJune 2022–––IRS
990June 2021–––IRS
990-TJune 2021–––IRS
990June 2020–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-2717623).

Questions about MORNINGSTAR SENIOR LIVING INC

What is the EIN of MORNINGSTAR SENIOR LIVING INC?
The employer identification number (EIN) of MORNINGSTAR SENIOR LIVING INC is 22-2717623.
Is MORNINGSTAR SENIOR LIVING INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to MORNINGSTAR SENIOR LIVING INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does MORNINGSTAR SENIOR LIVING INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MORNINGSTAR SENIOR LIVING INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MORNINGSTAR SENIOR LIVING INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of MORNINGSTAR SENIOR LIVING INC?
The 990 for the year ended December 31, 2024 names J DAVID SWARTLEY.
Who are the officers and directors of MORNINGSTAR SENIOR LIVING INC?
The 990 for the year ended December 31, 2024 lists 16 people; 8 received compensation from the organization.
How much revenue does MORNINGSTAR SENIOR LIVING INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $35,414,494, expenses of $35,472,148 and total assets of $141,090,811 at year end.

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