Nonprofit · EIN 23-2605414
LONGWOOD AT OAKMONT INC
Tax-exempt · VERONA, PA 15147
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $35,149,102 | $36,078,822 | -$929,720 | $99,882,603 | $142,481,222 | -$42,598,619 |
| December 31, 2024 | 990 | $34,872,700 | $34,388,238 | $484,462 | $99,424,023 | $143,095,230 | -$43,671,207 |
| December 31, 2023 | 990 | $33,676,811 | $32,681,704 | $995,107 | $98,326,812 | $143,520,358 | -$45,193,546 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $256,281
- Program service revenue
- $33,604,936
- Investment income
- $1,287,885
- Net gain from sales of assets
- -$345,906
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $8,006,873
- Salaries, compensation and benefits (total)
- $9,905,713
- Professional fundraising fees
- $0
- Legal fees
- $24,493
- Accounting fees
- $62,745
- Occupancy
- $2,305,988
- Depreciation
- $5,510,246
- Program services (functional)
- $29,412,053
- Management and general (functional)
- $6,666,769
Balance sheet and other
- Total assets, start of year
- $99,424,023
- Total assets, end of year
- $99,882,603
- Total liabilities, end of year
- $142,481,222
- Net assets, end of year
- -$42,598,619
- Land, buildings and equipment
- $62,520,733
- Publicly traded securities
- $26,477,117
- Net assets without donor restrictions
- -$44,414,624
- Net assets with donor restrictions
- $1,816,005
- Gross receipts
- $42,332,527
- Employees
- 0
- Volunteers
- 50
- Year formed
- 1990
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| James B Pieffer | Director, Chair and Presid Trustee or director, Officer | 5 | $0 | $484,822 | $29,033 |
| Todd R Boslau | Director and Treasurer Trustee or director, Officer | 10 | $0 | $304,154 | $29,033 |
| Bobbi Jo Haden | Director and Secretary Trustee or director, Officer | 10 | $0 | $255,693 | $20,700 |
| Kevin Henderson | Executive Director Key employee | 40 | $0 | $163,332 | $15,496 |
| Steve Ek | Director Trustee or director | 1 | $0 | $0 | $0 |
| Douglass E Harrison | Director Trustee or director | 1 | $0 | $0 | $0 |
| Barbara M Sullivan | Director Trustee or director | 1 | $0 | $0 | $0 |
| Donald Stoner | Director (Resident Represe Trustee or director | 1 | $0 | $0 | $0 |
| Susan McIntosh | Director (Resident Represe Trustee or director | 1 | $0 | $0 | $0 |
| Rosanne C Saunders | Director and Vice Chair Trustee or director | 1 | $0 | $0 | $0 |
| John Donovan | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ann Truxell | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| James B Pieffer | Director, Chair and Presid Trustee or director, Officer | 5 | $0 | $466,583 | $37,604 |
| Todd R Boslau | Director and Treasurer Trustee or director, Officer | 10 | $0 | $275,899 | $37,189 |
| Bobbi Jo Haden | Director and Secretary Trustee or director, Officer | 10 | $0 | $245,824 | $21,056 |
| Danielle Larson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Douglass E Harrison | Director Trustee or director | 1 | $0 | $0 | $0 |
| Barbara M Sullivan | Director Trustee or director | 1 | $0 | $0 | $0 |
| Robert Devlin | Director (Resident Represe Trustee or director | 1 | $0 | $0 | $0 |
| Susan McIntosh | Director (Resident Represe Trustee or director | 1 | $0 | $0 | $0 |
| Michael Gregory | Director Trustee or director | 1 | $0 | $0 | $0 |
| Rosanne C Saunders | Director and Vice Chair Trustee or director | 1 | $0 | $0 | $0 |
| John Donovan | Director Trustee or director | 1 | $0 | $0 | $0 |
| James E Noland | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ann Truxell | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| James B Pieffer | Director, Chair and Presid Trustee or director, Officer | 5 | $0 | $398,715 | $34,143 |
| Todd R Boslau | Director and Treasurer Trustee or director, Officer | 10 | $0 | $267,370 | $31,462 |
| Bobbi Jo Haden | Director and Secretary Trustee or director, Officer | 10 | $0 | $238,971 | $18,907 |
| Danielle Larson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Douglass E Harrison | Director Trustee or director | 1 | $0 | $0 | $0 |
| Barbara M Sullivan | Director Trustee or director | 1 | $0 | $0 | $0 |
| James Williams | Director (Resident Represe Trustee or director | 1 | $0 | $0 | $0 |
| Annemarie Marschik | Director (Resident Represe Trustee or director | 1 | $0 | $0 | $0 |
| Michael Gregory | Director Trustee or director | 1 | $0 | $0 | $0 |
| Rosanne C Saunders | Director and Vice Chair Trustee or director | 1 | $0 | $0 | $0 |
| Ralph W Gilbert Jr | Director Trustee or director | 1 | $0 | $0 | $0 |
| John Donovan | Director Trustee or director | 1 | $0 | $0 | $0 |
| James E Noland | Director Trustee or director | 1 | $0 | $0 | $0 |
| Ann Truxell | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 500 ROUTE 909, VERONA, PA 15147-3831
- In care of
- % JOSEPH A WENGER
- Principal officer (990 for 2025)
- James Pieffer, 500 Route 909, Verona, PA 15147
- Signed the 990
- James Pieffer, President
- Phone
- (412) 826-6030
Mission
Continuing care retirement community providing a full range of quality amenities & support including an accredited LifeCare model that provides priority access to future healthcare services.
Program accomplishments
- Longwood at Oakmont serves over 390 older adults on a continuing basis. Since 2017, Longwood at Oakmont 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, Longwood 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. In 2019, Longwood received certification designation from Masterpiece Living as a Center for Successful Aging (CSA). CSAs fulfill the need for high quality successful aging service providers, and are regional destinations that implement innovative practices, both within their organization and for the greater community. These destinations empower residents and team members to maximize their potential by applying the latest research on successful aging and demonstrating measured results. Launched by Masterpiece Living, CSA designation distinguishes the best successful aging organizations in the country. Currently, there are only 23 locations nationwide.At Longwood, better choices for a better life include a variety of financial and monthly agreements. With a LifeCare package, residents make an upfront investment, which offers refundability options to their estate, and includes unlimited use of healthcare services if needed. Another affordable option is the month-to-month rentals available on a limited number of residences on a first-come, first-serve basis that includes access to community amenities without having to make the long-term commitment and significant upfront investment. Another option, SelectCare, offers a lower upfront investment and provides access to health care services when and where available at prevailing market rates. In 2017, Longwood implemented a Care Management model that provides a personal care manager to every resident in independent living. Care Management Services support successful living at Longwood by helping independent living residents maintain their highest level of functioning. One way we distinguish ourselves is by pursuing CARF Accreditation. CARF is an international, not-for-profit organization that promotes quality, value, and optimal outcomes by conducting surveys to assure that quality standards are being met. Participation in CARF accreditation is voluntary and requires a commitment of time and resources.In 2016, as part of Presbyterian SeniorCare Network, Longwood at Oakmont attained accreditation under CARF's 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." Longwood at Oakmont achieved CARF accreditation in four additional program areas: Continuing Care Retirement Community, 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." 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."Presbyterian SeniorCare has been instrumental in developing, and is the sole member of, numerous not-for-profit membership corporations that provide older adults with living and service options including: a regional system of housing for low income seniors and persons with disabilities, personal care, Alzheimer's and dementia care, long-term and rehabilitation healthcare, home health, and community services for older adults. Additionally, in collaboration with Jewish Association on Aging and UPMC, we are a sponsor of Community LIFE, a non-profit program that provides comprehensive health and social services to approximately 600 frail, elderly adults so that they can continue to live in their homes. Presbyterian SeniorCare strives to participate with the provider networks of all of the major insurers and health systems in the markets we serve.The Internal Revenue Service has determined that Presbyterian SeniorCare is exempt from federal income taxation under Section 501(c)(3) of the Internal Revenue Code of 1986, as amended. However, as a responsible corporate citizen, Presbyterian SeniorCare gives back to its local communities through promotion of health and wellness efforts, education and training programs, financial and in-kind donations, and special projects. Guided by its faith-based not-for-profit mission, Presbyterian SeniorCare provides approximately $3.2 million in benevolent care annually to residents in our personal care communities who no longer have the means to pay. In 2025 across its regional network, it provided a combined total of $29.8 million in benevolent (charitable) and uncompensated care. This included $338,000 of benevolent care provided to Longwood at Oakmont residents in 2025. Benevolent care is supported by the Longwood Life Care Fund, which provides assistance to Longwood LifeCare residents who have outlived their resources and no longer have the ability to meet the monthly maintenance fees. Presbyterian SeniorCare is recognized as a Dementia Care Center of Excellence and is partnering in the training of hospital emergency department staff and first responders. At its Longwood at Oakmont campus, the Hanna HealthCare Center offers skilled nursing and rehabilitation services as well as specialized dementia care. Recognizing the pervasiveness of cognitive impairment among older adults, all employees since 2015, including even those who were not direct caregivers, receive training through the National Alzheimer's Association. Additionally, direct care givers complete an immersion experience that is over and above the training provided to all employees. Presbyterian SeniorCare developed Dementia360, which began a phased rollout in 2019 and extends dementia care management into the home setting to support family caregivers who are caring for persons with Alzheimer's disease and related dementias. The program aims to prevent unnecessary hospitalizations and delay nursing home placement while enhancing the quality of life for both the person living with the disease and the caregiver. In keeping with our person-centered care philosophy, our 5 skilled nursing communities have been transformed from the traditional institutional setting and medical model of yesteryear to home-like environments that deliver personalized care with an emphasis on enhancing quality of life. More than 50% of persons served annually are covered by Medical Assistance. Presbyterian SeniorCare Network has approximately 2,200 team members who serve 6,500 older adults annually across 9 counties and 55 communities / service lines as well as through our at-home programs of Envisage and Presbyterian SeniorCare Home Health.Beginning in 2013, a deliberate multi-year, multi-phase education and awareness effort was launched to foster diversity, equity and inclusion to prepare our Network to serve an increasingly diverse aging population and to appropriately engage and support an increasingly diverse workforce. Utilizing a local foundation grant, Presbyterian SeniorCare developed a career pathways program in collaboration with middle and high schools to create awareness of healthcare careers in senior services and long-term care. In 2018, programs were piloted at the Oakmont and Washington campuses including a summer volunteer program for teens 13 to 16 and a curriculum-based initiative in partnership with three high schools in the Pittsburgh Public Schools and, in Washington County, Trinity High School and Western Area Career and Technology Center.Expenses $29,412,053 · revenue $33,259,030
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-2605414
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $99,882,603
- Income (IRS master file)
- $42,332,527
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $35,149,102 | $36,078,822 | $99,882,603 | XML |
| 990 | December 2024 | $34,872,700 | $34,388,238 | $99,424,023 | XML |
| 990 | December 2023 | $33,676,811 | $32,681,704 | $98,326,812 | XML |
| 990 | December 2022 | $30,368,337 | $30,960,695 | $94,781,276 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 23-2605414).
Questions about LONGWOOD AT OAKMONT INC
- What is the EIN of LONGWOOD AT OAKMONT INC?
- The employer identification number (EIN) of LONGWOOD AT OAKMONT INC is 23-2605414.
- Is LONGWOOD AT OAKMONT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to LONGWOOD AT OAKMONT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LONGWOOD AT OAKMONT 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 LONGWOOD AT OAKMONT INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LONGWOOD AT OAKMONT INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of LONGWOOD AT OAKMONT INC?
- The 990 for the year ended December 31, 2025 names James Pieffer.
- Who are the officers and directors of LONGWOOD AT OAKMONT INC?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does LONGWOOD AT OAKMONT INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $35,149,102, expenses of $36,078,822 and total assets of $99,882,603 at year end.
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