2024-04-19T07:50:14-07:00 2023-12-31 990 2023-01-01 231869182 PLEASANT VIEW RETIREMENT COMMUNITY PLEA 7176652445 544 N Penryn Road Manheim PA 17545 Steve Myers VP Finance 7176652445 2024-05-15 Steve Myers 999009999 1 1 11 0 AAL2 2023 2023-04-26 12:10:37Z PLEASANT VIEW COMMUNITIES Jonathan E Hollinger 544 N Penryn Road Manheim PA 17545 34414443 0 X www.pleasantviewcommunities.org X 1954 PA Pleasant View Communities provides a continuum of care ranging from independent residential living to skilled nursing care. 10 10 446 153 0 0 191140 1785549 22576141 24803814 2030725 1699557 5304 -4794 24803310 28284126 0 0 0 0 12112661 13228766 0 0 292614 12673376 15301183 24786037 28529949 17273 -245823 104032054 120902467 81509978 97036786 22522076 23865681 We aspire to provide healthy, vibrant living -- full of joy, meaning and purpose -- through passionate, Christ-like service. 0 0 25583234 0 26498577 Funding supports provision of residential accommodations (cottages & apartments), and personal care, nursing, and rehabilitative care for residents as they move through the continuum of care, as well as campus-wide operational costs. This category also includes reimbursement shortfalls and benevolent care for residents who, through no fault of their own, have depleted resources. We provide significant support to the local community through contributions to volunteer fire companies, the local municipality, and school district, and local service clubs, church groups, and charitable organizations. Support ranges from direct contributions to gift-in-kind, such as providing free space for meetings, staffing support groups, and underwriting community events. Revenue also subsidizes activities and programming at all levels of living so residents remain active, vital and engaged regardless of the level of physical or mental decline. Pleasant View is home to approximately 400 persons. Occupancy for 2023 was 94.7% for residential, 64.3% for personal care, and 73.6% for nursing and rehabilitative care. In 2023, Pleasant View provided $2,856,000 in charity care (difference between cost and amount reimbursed). 0 0 0 25583234 1 1 0 0 0 0 0 0 1 1 1 0 0 0 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 0 0 0 0 0 0 0 0 0 1 18 0 1 446 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X Steven R Myers 7176652445 544 N Penryn Road Manheim PA 17545 X Jonathan Hollinger CEO/President 40 X X 268419 0 27212 Amy Marsilio VP of Operations and Compliance 40 X 194020 0 25044 Steve Myers VP of Finance 40 X 183948 0 24313 Gary Gaissert VP of Facilities and Project Management 40 X 186440 0 10379 Richard Bailey Board Member 1 0 X 0 0 0 Charlie Bradley Board Member 1 0 X 0 0 0 John Laughlin Board Member 1 0 X 0 0 0 Dennis Patrick Board Memeber 1 0 X 0 0 0 Dale Hershey Board Member 1 0 X 0 0 0 Hazel Nestleroth Board Member 1 0 X 0 0 0 Scott Moyer Board Treasurer/Secretary 1 0 X X 0 0 0 John Kegarise Board Chair 1 0 X X 0 0 0 Teresa Hartman Board Vice Chair 1 0 X X 0 0 0 John Eccleston Board Member 1 0 X 0 0 0 832827 0 86948 7 0 1 0 Nutrition Management Services Co PO Box 725 Kimberton PA 19442 Food Service Management 712288 Powerback Rehabilitation 101 East State Street Kennett Square PA 19348 Contract therapy 666346 Elm Renovations 786 West Newport Road Lititz PA 17543 Construction 2010994 Culinesse LLC 250 Wyandotte Street Bethlehem PA 18015 Pharmacy Service 661996 Vanguard Development Group 1801 Fruitville Pike Lancaster PA 17601 Construction 1481726 28 0 0 0 0 0 1785549 0 1785549 24803814 24803814 0 0 24803814 1475985 1475985 0 0 0 0 0 0 0 0 0 0 151916 0 156710 0 -4794 0 -4794 -4794 0 0 6197179 0 5973607 0 223572 0 223572 223572 0 0 0 0 28284126 26498577 0 0 832827 0 832827 0 9731657 8913127 735735 82795 235923 199045 35029 1849 1620158 1365981 242083 12094 808201 681869 119998 6334 73774 73774 0 0 53025 53025 0 0 2460956 2044153 227261 189542 485440 485440 0 0 2529661 2410535 119126 0 1320045 1100471 219574 0 2131165 2131165 0 0 4690259 4690259 0 0 0 0 1556858 1434390 122468 0 28529949 25583234 2654101 292614 2970334 3120520 23056 23225 833830 1330084 307512 428657 140934737 64901887 63474926 76032850 33538947 37146592 2883449 2820539 104032054 120902467 2017790 3652197 29912891 30887813 49289469 58988669 289828 1358610 2149497 81509978 97036786 X 19942533 19645368 2579543 4220313 22522076 23865681 104032054 120902467 X -245823 2068022 0 0 0 -478594 X 0 1 1 0 X 450154 1701037 539375 191140 1785549 4667255 21506439 19963358 18800032 22576141 24803814 107649784 21956593 21664395 19339407 22767281 26589363 112317039 8802 6347 17790 25649 41414 100002 8802 6347 17790 25649 41414 100002 112217037 1430566 1256317 3696838 2030725 1698557 10113003 0 0 1430566 1256317 3696838 2030725 1698557 10113003 23387159 22920712 23036245 24798006 28287920 122430042 0.91658 0.90047 0.08260 0.09878 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 18265054 12974 616205 0 0 0 18894233 17123503 82629 1058922 0 0 0 18265054 13957315 25341 3140847 0 0 0 17123503 13098444 82172 776699 0 0 0 13957315 12230620 375880 491944 0 0 0 13098444 0.864 0.136 0 0 0 16019577 0 16019577 110340159 0 57912824 52427335 0 0 0 0 9695298 0 6989063 2706235 4879703 0 0 4879703 76032850 Refundable advance 2149497 2149497 26800066 0 0 0 0 0 26800066 0 1484060 1484060 28284126 28686659 0 0 0 156710 156710 28529949 0 0 0 28529949 Schedule D, Part IV, Line 2b Escrow deposit for our Hershey farm expansion. Schedule D, Part V, Line 4 Endowment funds are used to generate proceeds to offset expenses incurred for individuals whose resources have been depleted. Schedule D, Part XI, Line 4b Net restricted contributions net of rental expenses including depreciation, housekeeping, building operations, interest, and real estate taxes ($156,710) Schedule D, Part XII, Line 2d Rental expenses including depreciation, housekeeping, building operations, interest, and real estate taxes of $156,710.00 0 0 0 0 0 0 0 0 0 Jonathan Hollinger CEO/President 268419 0 0 0 0 0 0 0 27212 0 295631 0 0 0 Amy Marsilio VP of Operations and Compliance 194020 0 0 0 0 0 0 0 25044 0 219064 0 0 0 Gary Gaissert VP of Facilities and Project Management 186440 0 0 0 0 0 0 0 10379 0 196819 0 0 0 Steve Myers VP of Finance 183948 0 0 0 0 0 0 0 24313 0 208261 0 0 A West Cornwall Township Municipal Authority Series 2020A 251640412 2020-06-11 7116169 Refinance Series 2014 bonds 0 0 0 B Lebanon County Health Facilitiees Authority Series 2015 232546819 2015-01-15 10000000 Refinance Series 2005 bonds 0 0 0 C West Cornwall Tonwship Municipal Authority Series 2018 251640412 95235TAA1 2018-08-16 20315000 Refinance 2011 and 2012 issues and capital improvements 0 0 0 D West Cornwall Township Municipal Authority 251640412 2020-06-11 45914610 Expansion Independent Living Projects 0 0 0 A 300984 0 7116169 0 0 0 0 0 0 0 0 0 2020 1 0 1 1 B 5491034 0 0 0 0 0 0 0 0 0 0 0 2014 1 0 1 1 C 2290000 0 31380791 1366333 0 0 652607 0 0 0 0 0 2020 1 0 1 1 D 12722550 0 45914610 0 0 0 753994 0 0 0 0 0 2020 0 0 0 1 A 0 1 0 0 0 0.022 0.022 0 0 1 B 0 1 0 0 0 0.029 0.029 0 0 1 C 0 0 0 0 0.00 0.00 0.00 0 0 1 D 0 0 0 0 0 0.0103 0.0103 0 0 0 A 0 0 1 0 1 0 0 0 1 B 0 0 1 0 1 0 0 0 1 C 0 0 1 0 0 0 0 0 1 D 0 0 0 0 1 0 0 0 1 A 1 B 1 C 1 D 1 A Natinal Finance Authority 11 S Main Street Suite 200 Concord NH 03301 521304598 2023-06-28 11980000 Lititz Project 0 0 0 A 0 0 11980000 0 0 0 259417 0 0 0 0 0 2023 0 0 0 1 A 0 0 0 0 0 0 0 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 Form 990, Part VI, Section B, Line 11b Prior to filing, Form 990 is submitted to the Finance Committee for review and questions. Upon completion of their review, Form 990 is distributed for review and questions by the Board of Directors, and then submitted to the IRS., Form 990, Part VI, Section B, Line 12c Annually the Community's conflict of interest policy is reviewed with each board member and key employee, and each is required to review and sign indicating agreement and understanding of the policy. The policy expressly addresses family and business relationships. The Executive Committee monitors adherence to the policy, including discipline, and/or removal of the infracting member. Form 990, Part VI, Section B, Line 15 The CEO's compensation is reviewed annually by a committee of the Board of Directors. Compensation is reviewed versus an annual salary survey, and comparable figures available to the committee to ensure that compensation is withing fair market value for the industry. Compensation discussions are documented in the Executive Committee minutes. Form 990, Part VI, Section C, Line 19 Governing documents, conflict of interest policy, and Form 990 are available by request in the Community's business office. Form 990, Part VII, Section A, Line 1a The Executive Committee shall act on behalf of the Board of Directors in emergency situations demanding rapid reaction from the Board. This action shall be guided by the by-laws and will be reported to the full Board as soon as possible. In no event shall the Executive Committee have any power or authority as to the amendment or repeal of any resolutions of the Board. Form 990, Part XI, Line 9 Change in fair value of interest rate swaps ($478,594)