2024-05-09T08:17:31-05:00 2023-06-30 251616561 S R SNODGRASS PC 2009 MACKENZIE WAY SUITE 340 CRANBERRY TOWNSHIP PA 16066 990 2022-07-01 260530474 VALLEY CARE ENDOWMENT CORPORATION VALL 4122647683 1525 PARK MANOR BLVD 266 PITTSBURGH PA 15108 DANIEL H BROOKS PRESIDENT 4122647683 2024-05-08 1 DANIEL BROOKS 999009999 1 DANELLE R STEWART CPA P00535522 7249340344 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DANIEL H BROOKS 1525 PARK MANOR BLVD 266 PITTSBURGH PA 15108 1500892 0 X N/A X 2007 PA VALLEY CARE ENDOWMENT CORPORATION IS A SUPPORTING ORGANIZATION OF VALLEY CARE ASSOCIATION ("VCA"), A PENNSYLVANIA NONPROFIT CORPORATION, AND SHALL HOLD, MANAGE, INVEST AND/OR MAKE DISTRIBUTIONS OF ITS ASSETS AND OTHER FUNDS IN WAYS WHICH BENEFIT, MAINTAIN OR IMPROVE VCA AND ITS AFFILIATES IN A MANNER CONSISTENT WITH THE EXEMPT PURPOSES OF VCA. 6 6 0 0 0 0 0 0 0 0 447853 645335 0 0 447853 645335 207500 267293 0 0 0 0 0 0 0 46050 45539 253550 312832 194303 332503 6493099 6612832 0 0 6493099 6612832 X VALLEY CARE ENDOWMENT CORPORATION IS A SUPPORTING ORGANIZATION OF VALLEY CARE ASSOCIATION ("VCA"), A PENNSYLVANIA NONPROFIT CORPORATION, AND SHALL HOLD, MANAGE, INVEST AND/OR MAKE DISTRIBUTIONS OF ITS ASSETS AND OTHER FUNDS IN WAYS WHICH BENEFIT, MAINTAIN (CONT. IN SCHEDULE O)OR IMPROVE VCA AND ITS AFFILIATES IN A MANNER CONSISTENT WITH THE EXEMPT PURPOSES OF VCA. 0 0 147293 147293 TO SUPPORT AND FURTHER THE CHARITABLE PURPOSES OF VALLEY CARE ASSOCIATION ("VCA") BY PROVIDING FINANCIAL SUPPORT PAYMENTS IN ACCORDANCE WITH ITS AFFILIATION AGREEMENT WITH VCA TO SUPPORT THE ADULT DAY CARE PROGRAM IN A MANNER CONSISTENT WITH THE EXEMPT PURPOSES OF VCA. 115000 115000 TO PROVIDE GENERAL SUPPORT TO THE SEWICKLEY VALLEY YMCA'S Y PROGRAM IN 2023 FOR SUPPORTING OPPORTUNITIES AND PROGRAMS TOWARDS AGING AT HOME INITIATIVES IN THE REGION. VALLEY CARE ENDOWMENT CORPORATION'S ("VCEC") SERVICE MISSION IS TO SUPPORT AGING WITH COMFORT AND DIGNITY. THE SEWICKLEY VALLEY YMCA MAKES AN ANNUAL GRANT REQUEST AND REPORTS QUARTERLY TO THE VCEC BOARD OF TRUSTEES ON THE PROGRESS OF THE INITIATIVES DEFINED IN THE GRANT. 5000 5000 TO PROVIDE GENERAL SUPPORT TO FEDERATED GUARDIANS IN 2023 FOR SUPPORTING OPPORTUNITIES AND PROGRAMS TOWARDS AGING AT HOME INITIATIVES IN THE REGION. VALLEY CARE ENDOWMENT CORPORATION'S ("VCEC") SERVICE MISSION IS TO SUPPORT AGING WITH COMFORT AND DIGNITY. FEDERATED GUARDIANS MAKES AN ANNUAL GRANT REQUEST AND REPORTS QUARTERLY TO THE VCEC BOARD OF TRUSTEES ON THE PROGRESS OF THE INITIATIVES DEFINED IN THE GRANT. 267293 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X JOYCE KANE 4124289595 1525 PARK MANOR BLVD SUITE 266 PITTSBURGH PA 15205 X DR DANIEL H BROOKS PRESIDENT 3.00 X X 0 0 0 RICHARD C HOGAN VICE PRESIDENT 0.50 X X 0 0 0 ARLENE BELL TRUSTEE 0.50 1.00 X 0 0 0 HARRY E BUTSON SECRETARY/TREASURER 0.50 X X 0 0 0 ERIC GROSS TRUSTEE 0.50 X 0 0 0 REGAN FETTEROLF TRUSTEE 0.50 X 0 0 0 PETER SCHLICHT TRUSTEE (NON-VOTING) 0.50 1.00 X 0 0 0 0 0 0 0 0 0 0 0 873105 873105 627787 855557 -227770 -227770 -227770 645335 0 0 645335 267293 267293 6581 6581 32548 32548 2782 2782 1628 1628 MONOGRAPH PROJECT 2000 2000 312832 267293 45539 0 117436 77151 72243 6303420 6535681 6493099 6612832 0 0 X 6493099 6612832 6493099 6612832 6493099 6612832 332503 -212770 0 X X 1 X 0 1 0 X X X 2 VALLEY CARE ASSOCIATION 251349943 10 1 147293 0 SEWICKLEY VALLEY YMCA 250979384 10 0 115000 0 2 262293 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 75072 24 0 0 0 0 75072 24 0 0 0 0 0 0 75072 24 4971579 6419287 2636627 165036 0 0 7608206 6584323 0 0 0 7608206 6584323 114123 98765 7494083 6485558 262293 226995 0 0 262293 226995 75072 63811 262293 262293 0 262293 262293 0 10991 0 0 0 273284 262293 262293 100.000000000000 262293 0 0 0 0 0 41953 41953 0 41953 0 0 273284 0 220340 52944 0 0 52944 0 0 0 0 52944 SCHEDULE A, PART IV, SECTION A, LINE 1 VALLEY CARE ENDOWMENT CORPORATION ("VCEC") DESIGNATED SEWICKLEY VALLEY YMCA, SPECIFICALLY THEIR FAITH IN ACTION DEPARTMENT, TO BE SUPPORTED BASED ON THEIR PURPOSE, NAMELY TO PROVIDE SUPPORT (TRANSPORTATION, MEALS) AND RESOURCES TO SENIORS IN THE SEWICKLEY VALLEY SERVICE AREA THROUGH THEIR SENIOR CENTRAL PROGRAM. SENIOR CENTRAL IS A ONE-STOP RESOURCE FOR OLDER ADULTS IN THE SEWICKLEY VALLEY TO HELP THEM FIND THE TOOLS AND SUPPORT THEY NEED TO AGE WITH DIGNITY, COMFORT AND SOCIAL CONNECTION. VCEC'S SERVICE MISSION IS TO SUPPORT AGING WITH COMFORT AND DIGNITY. THE SEWICKLEY VALLEY YMCA MAKES AN ANNUAL GRANT REQUEST AND REPORTS QUARTERLY TO THE VCE BOARD OF TRUSTEES ON THE PROGRESS OF THE INITIATIVES DEFINED IN THE GRANT. SCHEDULE A, PART IV, SECTION D, LINE 2 VALLEY CARE ASSOCIATION MEETS THIS CRITERIA. SEE EXPLANATION IN SECTION D, LINE 3. THE CEO OF THE SEWICKLEY VALLEY YMCA ATTENDS THE QUARTERLY BOARD OF TRUSTEES MEETING, ALONG WITH STAFF MEMBER(S) REPRESENTING FAITH IN ACTION/SENIOR CENTRAL, AND PROVIDES REPORTS ON THE RESULTS OF THE PROGRAMS THAT THEY HAVE UNDERTAKEN WITH THE FUNDING PROVIDED BY VALLEY CARE ENDOWMENT CORPORATION ("VCEC"). VCEC BOARD MEMBERS ARE INFORMED ABOUT FORUMS, FOCUS GROUPS, PROGRAMS ORGANIZED AND FACILITATED BY FAITH IN ACTION/SENIOR CENTRAL AND ARE INVITED TO ATTEND THEM. VCEC BOARD MEMBERS HAVE SERVED AS CONSULTANTS/ADVISORS TO THE SENIOR CENTRAL ENTITY (SPECIFICALLY, DR. R. HOGAN AND R. FETTEROLF). VCEC BOARD CHAIRMAN DR. BROOKS MEETS AT LEAST QUARTERLY WITH SEWICKLEY VALLEY YMCA CEO TO REVIEW PROGRESS AND PERFORMANCE. SENIOR CENTRAL IS CO-BRANDED WITH THE VCEC ON THE COMMUNICATIONS MATERIALS FOR THE PROGRAM. SCHEDULE A, PART IV, SECTION D, LINE 3 TWO TRUSTEES (ONE VOTING AND ONE NON-VOTING) OF THE SUPPORTED ORGANIZATION, VALLEY CARE ASSOCIATION (VCA), SITS ON THE BOARD OF TRUSTEES OF THE SUPPORTING ORGANIZATION, VALLEY CARE ENDOWMENT CORPORATION (VCEC). THESE TRUSTEE OF THE SUPPORTED ORGANZIZATION,VCA, HAVE A VOICE IN THE INVESTMENT POLICIES OF THE SUPPORTING ORGANIZATION, VCEC, AND KEEPS THE BOARD OF TRUSTEES OF THE SUPPORTING ORGANIZATION, VCEC, APPRISED OF THE NEEDS OF THE SUPPORTED ORGANIZATION, VCA. THE SUPPORTED ORGANIZATION, SEWICKLEY VALLEY YMCA, HAS A SIGNIFICANT VOICE IN DEFINING AND EXECUTING ALL ASPECTS OF THE SENIOR CENTRAL PROGRAM, LEVERAGING THEIR COMMUNITY CONNECTIONS TO PROVIDE A RESOURCE FOR OLDER ADULTS IN THE SEWICKLEY VALLEY TO HELP THEM FIND THE TOOLS AND SUPPORT THEY NEED TO AGE WITH DIGNITY, COMFORT AND SOCIAL CONNECTION IN CONFORMANCE WITH VCEC'S SERVICE MISSION. SCHEDULE A, PART V, SECTION D, LINE 8 THE ORGANIZATION WAS RESPONSIVE TO VALLEY CARE ASSOCIATION, THE SUPPORTED ORGANIZATION, BY HAVING BETWEEN 30% AND 50% OF TRUSTEES TO BE APPOINTED BY THE SUPPORTED ORGANIZATION. THE ORGANIZATION WAS ATTENTIVE TO VALLEY CARE ASSOCIATION, THE SUPPORTED ORGANIZATION, BY PROVIDING AT LEAST 10% OF THE SUPPORTED ORGANIZATION'S TOTAL SUPPORT AS DESCRIBED BELOW: SUPPORTED ORGANIZATION, VALLEY CARE ASSOCIATION, TOTAL REVENUE FOR YEAR ENDING 6/30/2023 = $354,733 SUPPORTING ORGANIZATION, VALLEY CARE ENDOWMENT CORPORATION, TOTAL SUPPORT FOR YEAR ENDING 6/30/2023 = $147,293 VALLEY CARE ENDOWMENT CORPORATION'S TOTAL SUPPORT TO VALLEY CARE ASSOCIATION REPRESENTS 42% OF SUPPORTED ORGANIZATION'S TOTAL REVENUE: $147,293 / $354,733 = 42%. THE ORGANIZATION WAS RESPONSIVE TO SEWICKLEY VALLEY YMCA, THE SUPPORTED ORGANIZATION, SPECIFICALLY TO THE FAITH IN ACTION DEPARTMENT, BY HAVING REGULAR MEETINGS BETWEEN THE CEO OF SEWICKLEY VALLEY YMCA AND THE VALLEY CARE ENDOWMENT CORPORATION'S ("VCEC") BOARD OF TRUSTEES DISCUSSING AND REVIEWING FUNDING AND PERFORMANCE OF THE FAITH IN ACTION DEPARTMENT THROUGH THE SENIOR CENTRAL PROGRAM. IN ADDITION, SENIOR CENTRAL IS CO-BRANDED WITH VCEC ON COMMUNICATION MATERIALS FOR THE PROGRAM. THE ORGANIZATION WAS ATTENTIVE TO SEWICKLEY VALLEY YMCA, THE SUPPORTED ORGANIZATION, BY PROVIDING AT LEAST 10% OF THE SUPPORTED ORGANZIATION'S TOTAL SUPPORT OF THE FAITH IN ACTION DEPARTMENT AS DESCRIBED BELOW: SUPPORTED ORGANIZATION, SEWICKLEY VALLEY YMCA, SPECIFICALLY THEIR FAITH IN ACTION DEPARTMENT, TOTAL REVENUE FOR YEAR ENDING 6/30/2023 = $158,822 SUPPORTING ORGANIZATION, VALLEY CARE ENDOWMENT CORPORATION, TOTAL SUPPORT FOR YEAR ENDING 6/30/2023 = $115,000 VALLEY CARE ENDOWMENT CORPORATION'S TOTAL SUPPORT TO SEWICKLEY VALLEY YMCA'S FAITH IN ACTION DEPARTMENT REPRESENTS 72% OF SUPPORTED ORGANIZATION'S TOTAL REVENUE: $115,000 / $158,822 = 72%. 1 VALLEY CARE ASSOCIATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251349943 501(C)(3) NFP CORP 147293 0 FOR GENERAL SUPPORT OF VCA'S CHARITABLE MISSION TO PROVIDE SERVICES TO SENIORS SEWICKLEY VALLEY YMCA 625 BLACKBURN ROAD SEWICKLEY PA 15143 250979384 501(C)(3) NFP CORP 115000 0 FOR GENERAL SUPPORT OF SEWICKLY VALLEY YMCA'S Y PROGRAM TO PROVIDING OPPORTUNITIES FOR AGING AT HOME INITIATIVES. PART I, LINE 2: SUPPORTING GRANT FUNDS ARE MONITORED BY THE BOARD OF TRUSTEES FORM 990, PART VI, SECTION A, LINE 7A THE BYLAWS PROVIDE BETWEEN 30% AND 50% OF TRUSTEES TO BE APPOINTED BY ITS SUPPORTED ORGANIZATION, VALLEY CARE ASSOCIATION. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY THE PRESIDENT AND DISTRIBUTED TO THE BOARD OF TRUSTEES PRIOR TO FILING FORM 990, PART VI, SECTION B, LINE 12C TRUSTEES ARE REQUIRED TO DISCLOSE ANY AND ALL CONFLICTS OF INTEREST, IN WRITING, ON AN ANNUAL BASIS, STANDARDIZED FORMS ARE PROVIDED TO TRUSTEES FOR DOCUMENTATION OF CONFLICTS OF INTEREST AND KEPT ON FILE AT THE PRINCIPAL OFFICE. FORM 990, PART VI, SECTION C, LINE 19 INSPECTION AT PRINCIPAL OFFICE DURING REGULAR BUSINESS HOURS FORM 990, PART XII, LINE 2C THE EXECUTIVE BOARD OF DIRECTORS REVIEWS THE COMPILED FINANCIAL STATEMENTS AND FORM 990 TAX RETURN ANUALLY FROM THEIR INDEPENDENT ACCOUNTANTS TO CONFIRM THE INFORMATION AND CHANGES MADE DURING THE FISCAL YEAR. VALLEY CARE ASSOCIATION 1323 FREEDOM ROAD CRANBERRY TOWNSHIP PA 16066 251349943 TO PROVIDE SUPPORT SERVICES TO AREA SENIORS PA 501(C)(3) 10 LUTHERAN SENIOR LIFE 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 VALLEY CARE ASSOCATION B 147293 PROJECTED VCA BUDGET DEFICIT