2023-11-15T20:21:52-06:00 2022-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2022-01-01 231610270 HOLY FAMILY SENIOR LIVING HOLY 6108656245 1200 SPRING ST BETHLEHEM PA 180184940 JOSEPH A SHADID CHIEF EXECUTIVE OFFICER 6108656245 2023-11-15 1 JOSEPH SHADID 999009999 0 JENNIFER SOLOT P00749373 2155677770 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOSEPH A SHADID 1200 SPRING ST BETHLEHEM PA 180184940 15979218 0 X WWW.HOLYFAMILYSL.ORG X 1962 PA SKILLED NURSING CARE, SHORT-TERM REHABILITATION, PERSONAL CARE AND INDEPENDENT LIVING APARTMENTS 11 11 224 51 0 0 4225307 468392 11862492 14911530 6898 15282 573241 379192 16667938 15774396 0 0 0 0 8455518 8478490 0 0 16429 7499206 9381602 15954724 17860092 713214 -2085696 8945715 7547651 4880316 5898482 4065399 1649169 HSFL, A MINISTRY OF THE DIOCESE OF ALLENTOWN, PA, PROVIDES QUALITY PHYSICAL, EMOTIONAL, SOCIAL, AND SPIRITUAL CARE WITH RESPECT, DIGNITY AND COMPASSION TO MEET THE NEEDS OF OLDER ADULTS WE SERVE. 0 0 15551479 14793702 HOLY FAMILY SENIOR LIVING (HFSL) OFFERS A RANGE OF ELDER CARE SERVICES TO INDIVIDUALS IN NEED LOCATED PRIMARILY IN LEHIGH, SCHUYLKILL, BERKS, CARBON AND NORTHAMPTON COUNTIES OF PENNSYLVANIA. HOLY FAMILY MANOR (A DIVISION OF HFSL) PROVIDED SKILLED NURSING CARE TO AN AVERAGE OF 106 RESIDENTS FOR THE 12 MONTHS ENDED DECEMBER 31, 2022. APPROXIMATELY 75% OF THE RESIDENTS WERE LOW INCOME AND WERE SUBSIDIZED BY PA MEDICAL ASSISTANCE. HOLY FAMILY RESIDENTIAL SERVICES (A DIVISION OF HFSL PROVIDED PERSONAL CARE SERVICES TO AN AVERAGE OF 14 RESIDENTS DURING THE 12 MONTHS ENDED DECEMBER 31, 2022. CATHOLIC SENIOR HOUSING AND DEVELOPMENT PROVIDED MANAGEMENT AND ACCOUNTING SERVICES TO EIGHT RELATED NON PROFIT LOW INCOME INDEPENDENT LIVING PROJECTINGS HOUSING 280 ELDERLY RESIDENTS 15551479 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 224 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X FRANK UNGER 6108656245 1200 SPRING ST BETHLEHEM PA 180184940 JOHN MORAHAN CHAIRPERSON 1.00 7.00 X X 0 0 0 REV RAYMOND C HITTINGER DIRECTOR 1.00 7.00 X 0 0 0 JOHN LYNCH TREASURER 1.00 7.00 X X 0 0 0 PAMELA RUSSO SECRETARY 1.00 7.00 X X 0 0 0 BARBARA COFFIN VICE CHAIRPERSON 1.00 7.00 X X 0 0 0 EVELYN CARFANGO DIRECTOR 1.00 7.00 X 0 0 0 MSGR EDWARD COYLE DIRECTOR 1.00 7.00 X 0 0 0 AMY M DEPUY MD DIRECTOR 1.00 7.00 X 0 0 0 FATHER ALLEN HOFFA DIRECTOR 1.00 7.00 X 0 0 0 JUDY STANCZAK DIRECTOR 1.00 7.00 X 0 0 0 DR CARMINE PELLOSIE DIRECTOR 1.00 7.00 X 0 0 0 JOSEPH A SHADID CHIEF EXECUTIVE OFFICER 36.50 7.00 X 147135 0 38647 MICHAEL HENEGHAN FROM 1222 CHIEF FINANCIAL OFFICER 36.50 7.00 X 7212 0 0 FRANK SMITH TERMED 722 CHIEF FINANCIAL OFFICER 36.50 7.00 X 65039 0 6867 219386 0 45514 1 0 1 0 0 43795 157020 192254 75323 500 468392 NET RESIDENT SERVICE REVENUE 623000 14911530 14911530 14911530 15282 15282 69232 188986 -119754 -119754 -119754 6690 43795 7376 -686 -686 10386 8460 1926 1926 OTHER INCOME 900099 268569 268569 MANAGEMENT FEE 900099 229137 229137 497706 15774396 14793702 0 512302 X 264900 264900 6248208 5810833 424878 12497 122122 113574 8304 244 1374998 1278748 93499 2751 468262 435483 31842 937 5983 5983 5998280 5899694 98586 219519 131712 87807 140186 140186 709786 425872 283914 436649 261990 174659 108066 108066 MEDICAL SUPPLIES 779067 779067 ADMINISTRATIVE SERVICES 677626 677626 PENNSYLVANIA NURSING HO 305534 305534 OTHER 906 906 17860092 15551479 2292184 16429 1475 1475 2257603 346145 1346966 2730673 59618 41173 91364 17947 21845732 18215910 3751183 3629822 744842 597919 692664 182497 8945715 7547651 1722689 3197369 52461 50625 144737 85898 2924654 2549035 35775 15555 4880316 5898482 X 4065399 1649169 4065399 1649169 8945715 7547651 X -2085696 -118926 -211608 X 0 1 X 1 1 1 X 353511 518223 4313310 4225307 468392 9878743 18737134 16859345 16200129 11862492 14921916 78581016 19090645 17377568 20513439 16087799 15390308 88459759 0 0 0 88459759 61851 56033 62380 81698 15282 277244 61851 56033 62380 81698 15282 277244 697388 838756 696821 565393 504396 3302754 19849884 18272357 21272640 16734890 15909986 92039757 0.96110 0.96100 0.00300 0.00320 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2018 AMOUNT: $ 39,113. 2019 AMOUNT: $ 14,658. 2020 AMOUNT: $ 43,128. 2021 AMOUNT: $ 44,812. 2022 AMOUNT: $ 268,569. SERVICE COORDINATOR - 2018 AMOUNT: $ 55,830. 2019 AMOUNT: $ 54,285. 2020 AMOUNT: $ 61,872. ACCOUNTING SERVICES - 2018 AMOUNT: $ 29,586. 2019 AMOUNT: $ 29,586. 2020 AMOUNT: $ 29,586. 2021 AMOUNT: $ 29,586. VENDING MACHINES - 2018 AMOUNT: $ 2,437. 2019 AMOUNT: $ 1,475. 2020 AMOUNT: $ 455. 2021 AMOUNT: $ 366. MANAGEMENT FEES - 2018 AMOUNT: $ 168,622. 2019 AMOUNT: $ 193,843. 2020 AMOUNT: $ 198,180. 2021 AMOUNT: $ 191,479. 2022 AMOUNT: $ 229,137. SHARED SERVICES - 2018 AMOUNT: $ 401,800. 2019 AMOUNT: $ 386,635. 2020 AMOUNT: $ 363,600. 2021 AMOUNT: $ 299,150. BIRD FOUNDATION GRANT - 2019 AMOUNT: $ 158,274. GROSS INCOME FROM FUNDRAISING EVENTS - 2022 AMOUNT: $ 6,690. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 96440 96440 12682664 10470461 2212203 8009420 7092176 917244 1057208 653273 403935 3629822 SECURITY DEPOSITS 15555 15555 X 15860291 -118927 -118927 15979218 -204822 -204822 15774396 18276521 416430 416430 17860091 0 17860091 PART IV, LINE 2B: HFSL PROVIDES TRUST FUND SERVICES FOR RESIDENTS' PERSONAL FUNDS IN ACCORDANCE WITH STATE REGULATIONS PART X, LINE 2: GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE CORPORATION BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED IN GAAP. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENT EXPENSE -188,986. COGS -8,460. FUNDRAISING EXPENSE -7,376. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENT EXPENSE 188,986. BAD DEBT EXPENSE 211,608. COGS 8,460. FUNDRAISING EXPENSE 7,376. GOLF COMPETITION 31910 29820 2090 1715 5661 SCOTCH TASTING EVENT 18575 13975 4600 50485 43795 6690 1715 5661 7376 -686 X X X 0 0 0 0 0 0 0 0 0 JOSEPH A SHADID CHIEF EXECUTIVE OFFICER 147135 0 0 0 0 0 7800 0 30847 0 185782 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS PAMELA RUSSO, MONSIGNOR EDWARD COYLE, AND FATHER ALLEN HOFFA HAVE A RELATIONSHIP BASED ON THEIR TIES TO THE DIOCESE OF ALLENTOWN. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE CORPORATION SHALL BE THE BISHOP OF THE DIOCESE OF ALLENTWON, THE VICAR GENERAL AND THE SECRETARY FOR THE CLERGY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE POWER TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS OF THE CORPORATION AND TO REMOVE THE MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS FOR ANY REASON OR FOR NO REASONS. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING POWERS ARE RESERVED EXCLUSIVELY TO THE MEMBERS OF THE CORPROATION, AND NO EXERCISE OR ATTEMPTED EXERCISE OF ANY SUCH POWERS BY ANYONE OTHER THAN THE MEMBERS SHALL BE VALID OR OF ANY FORCE OR EFFECT WHATSOEVER: (A) TO DETERMINE THE POLICIES OF THE CORPORATION AS THEY RELATE TO ITS MISSION; (B) TO AMEND, REVISE, OR OTHERWISE MODIFY THE BYLAWS AND ARTICLES OF INCORPORATION OF THE CORPORATION; (C) TO PURCHASE, SELL, LEASE, MORTGAGE, TRANSFER, AND/OR ENCUMBER ALL BUILDINGS AND REAL ESTATE IN WHICH THE CORPORATION HAS EQUITABLE OR LEGAL TITLE; (D) TO CONSOLIDATE, AFFILIATE, MERGE, LIQUIDATE, OR DISSOLVE THE CORPORATION AND IN THE EVENT OF LIQUIDATION OR DISSOLUTION, TO DISTRIBUTE THE ASSETS REMAINING AFTER ALL DEBTS AND EXPENSES HAVE BEEN PAID OR PROVIDED FOR, TO ONE OR MORE ORGANIZATION QUALIFYING FOR THE EXEMPTION AFFORDED BY SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE THAT THE MEMBERS SHALL DETERMINE; (E) TO BORROW/AND OR LEND MONEY; (F) TO APPOINT MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS OF THE CORPORATION AND TO REMOVE THE MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS FOR ANY REASON OR FOR NO REASON; (G) TO APPOINT THE NURSING HOME ADMINISTRATOR FOR HOLY FAMILY MANOR AND TO REMOVE THE NURSING HOME ADMINISTRATOR FOR HOLY FAMILY MANOR FOR ANY REASON OR FOR NO REASON; AND (H) IN THE EVENT OF A DISPUTE, LITIGATION, AND/OR ARBITRATION CONCERNING THE INTERPRETATION OF THE BYLAWS, THE ARTICLES OF INCORPORATION OR THE MANAGEMENT/GOVERNANCE OF THE CORPORATION, THE SOLE AND EXCLUSIVE AUTHORITY TO INTERPRET, RESOLVE, DECIDE, AND/OR SETTLE THE SAME SHALL BE VESTED IN THE MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE CORPORATION ANNUALLY REQUIRES ITS BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO COMPLETE A CONFLICT OF INTEREST FORM. FORMS ARE REVIEWED BY THE ADMINISTRATIVE SECRETARY FOR ANY POTENTIAL CONFLICTS. DURING BOARD MEETINGS, IF ANYONE HAS A CONFLICT, HE/SHE RECUSES THEMSELVES FROM VOTING FORM 990, PART VI, SECTION B, LINE 15 HOLY FAMILY SENIOR LIVING HAS A COMPENSATION COMMITTEE THAT MEETS REGULARLY TO DELIBERATE AND DECIDE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE SETS A TOTAL POOL OF FUNDS TO BE USED FOR SALARY ADJUSTMENTS FOR THE ORGANIZATION. THE CEO IMPLEMENTS A PROCESS TO AWARD SALARY ADJUSTMENTS THOUGHOUT THE ORGANIZATION. THE ORGANIZATION UTILIZES THE LEADING AGE SALARY SURVEY FOR EVALUATING COMPENSATION TO ENSURE SALARIES DO NOT EXCEED FAIR MARKET VALUE. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST AS WELL AS THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 98,586. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,586. CONTRACTED LABOR : PROGRAM SERVICE EXPENSES 4,158,846. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,158,846. NURSING AGENCY FEES: PROGRAM SERVICE EXPENSES 1,632,252. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,632,252. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 108,596. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 108,596. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -211,608. DIOCESE OF ALLENTOWN PO BOX F ALLENTOWN PA 18105 231598116 RELIGIOUS ORGANIZATION PA 501(C)(3) LINE 1 N/A 0 CATHOLIC HOUSING CORPORATION OF LANSFORD 30 E BERTSCH STREET LANSFORD PA 18218 260217222 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 1 CATHOLIC HOUSING CORPORATION OF MOUNT PENN 2000 PERKIOMEN AVENUE READING PA 19606 264498990 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 1 CATHOLIC HOUSING CORPORATION OF BETHLEHEM 330-338 13TH AVENUE BETHLEHEM PA 18018 232578800 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 1 THE ANTONIAN TOWERS LTD 2405 HILLSIDE AVENUE EASTON PA 18042 232097233 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 1 CATHOLIC HOUSING CORPORATION OF NEW PHILADELPHIA 100 VALLEY STREET NEW PHILADELPHIA PA 17959 232421477 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 1 CATHOLIC HOUSING CORPORATION OF NORTHERN BERKS COUNTY 22 ROTHERMEL STREET HYDE PARK PA 19605 232325706 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 1 CATHOLIC HOUSING CORPORATION OF SCHUYLKILL COUNTY 777 WATER STREET POTTSVILLE PA 17901 232206439 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 1 CATHOLIC HOUSING CORPORATION OF SAINT CLAIR 25 N NICHOLAS STREET ST CLAIR PA 17970 222467028 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 THE ANTONIAN TOWERS LTD Q 235370 COST CATHOLIC HOUSING CORPORATION OF BETHLEHEM Q 237622 COST CATHOLIC HOUSING CORPORATION OF MOUNT PENN Q 116068 COST CATHOLIC HOUSING CORPORATION OF NORTHERN BERKS Q 169497 COST CATHOLIC HOUSING CORPOATION OF SAINT CLAIR Q 93505 COST CATHOLIC HOUSING CORPORATION OF SCHUYLKILL COUNTY Q 192019 COST CATHOLIC HOUSING CORPORATION OF LANSFORD Q 68878 COST