2025-11-14T08:47:09-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 232655145 WAVERLY CARE WAVE 6106458600 1400 WAVERLY ROAD GLADWYNE PA 190351254 ROBERT L SUPPER SENIOR VP OF FINANCE & CFO 6106458600 2025-10-29 1 1 KERRI N BOGDA P00760402 7177404863 2025-10-29 2024 2025-03-06 01:10:19Z THOMAS P GARVIN 1400 WAVERLY ROAD GLADWYNE PA 190351254 10833985 0 X WWW.WAVERLYCARE.COM X 2021 PA PROVIDE HOME CARE TO THE ELDERLY IN AND AROUND GLADWYNE, PENNSYLVANIA 6 5 268 5 0 0 0 0 10100105 10833913 85 72 377 0 10100567 10833985 0 0 0 0 7648296 8086412 0 0 0 1349912 1370404 8998208 9456816 1102359 1377169 1700629 2009410 461726 543338 1238903 1466072 WAVERLY CARE PROVIDES HIGH QUALITY HOME CARE SERVICES FOR ADULTS LIVING IN THE DELAWARE VALLEY WITH AN UNSURPASSED LEVEL OF PERSONALIZED CARE. WE ACCOMPLISH THIS BY BEING DEDICATED TO EMPLOYEE EDUCATION AND CLIENT SATISFACTION. 0 0 8145803 10833985 WAVERLY CARE PROVIDES PRIVATE DUTY COMPANION SERVICES FOR RESIDENTS OF WAVERLY HEIGHTS AND CLIENTS IN THE SURROUNDING AREAS, PRIMARILY IN MONTGOMERY COUNTY, PA. DURING 2024, WAVERLY CARE SERVED 223 CLIENTS AND EMPLOYED 174 FULL-TIME EQUIVALENTS. 8145803 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 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 1 0 0 0 1 0 0 268 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 5 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 PA X ROBERT L SUPPER 6106458600 1400 WAVERLY ROAD GLADWYNE PA 190351254 STEVEN D KIRKPATRICK CHAIR 2.00 2.00 X X 0 0 0 ANNE N CONROY VICE CHAIR 2.00 2.00 X X 0 0 0 ANDREA GILBERT TRUSTEE 2.00 2.00 X 0 0 0 CAROL GRAY TRUSTEE 2.00 0.00 X 0 0 0 JOHN MCLAUGHLIN TRUSTEE 2.00 0.00 X 0 0 0 THOMAS P GARVIN PRESIDENT & CEO 1.00 44.00 X X 0 699468 26754 ROBERT L SUPPER SENIOR VP OF FINANCE & CFO 1.00 44.00 X 0 414169 22908 PATRICIA RODGERS VP & DIRECTOR OF OPERATIONS 44.50 0.50 X 0 279439 21079 MARIETOU BARRY PRIVATE DUTY COMPANION 95.00 X 117151 0 0 117151 1393076 70741 1 1 1 0 WAVERLY SENIOR SERVICES 1400 WAVERLY ROAD GLADWYNE PA 19035 MANAGEMENT SERVICES 984378 1 RESIDENT SERVICE FEES 624100 10833913 10833913 10833913 72 72 10833985 10833913 0 72 7179058 7179058 74841 74841 238986 238986 593527 593527 1061334 1061334 2000 2000 20619 20619 31449 31449 22224 22224 27417 27417 13210 13210 35460 35460 10287 10287 59391 59391 77483 77483 DUES AND SUBSCRIPTION 6308 6308 PROFESSIONAL DEVELOPMEN 2845 2845 TAX 362 362 CHARITABLE REGISTRATION 15 15 9456816 8145803 1311013 0 425462 379833 33694 28766 796109 1103943 888 38073 35537 3748 2536 407252 349073 34364 144371 1700629 2009410 454098 531150 7628 12188 461726 543338 X 1238903 1466072 1238903 1466072 1700629 2009410 X 1377169 -1150000 X 0 1 X 1 0 X 10034481 10100105 10833913 30968499 10034481 10100105 10833913 30968499 0 0 0 30968499 11 85 72 168 11 85 72 168 10034492 10100190 10833985 30968667 X 38073 35537 2536 2536 DUE FROM AFFILIATES 144371 144371 REFUNDABLE DEPOSITS 7140 DUE TO WAVERLY SENIOR SERVICES 5048 12188 10833985 0 10833985 0 10833985 9456816 0 9456816 0 9456816 X X 1 1 0 0 0 0 0 0 0 0 0 THOMAS P GARVIN PRESIDENT & CEO 0 450887 0 232621 0 15960 0 0 0 26754 0 726222 0 0 ROBERT L SUPPER SENIOR VP OF FINANCE & CFO 0 276210 0 122576 0 15383 0 0 0 22908 0 437077 0 0 PATRICIA RODGERS VP & DIRECTOR OF OPERATIONS 0 196918 0 81350 0 1171 0 0 0 21079 0 300518 0 0 PART I, LINE 1A THE PRESIDENT AND CEO, ALSO A TRUSTEE, RECEIVED TAXABLE INCOME FOR SOCIAL CLUB DUES AND TRAVEL FOR HIS SPOUSE. PART I, LINE 3 THE PRESIDENT & CEO IS COMPENSATED BY WAVERLY SENIOR SERVICES, RELATED PUBLIC CHARITY, WHICH USES THE FOLLOWING METHODS TO DETERMINE COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD/COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 3 WAVERLY HEIGHTS, A RELATED PUBLIC CHARITY, PROVIDED CERTAIN MANAGEMENT AND ADMINISTRATIVE SUPPORT SERVICES TO WAVERLY CARE DURING 2024. THE MANAGEMENT FEE PAID DURING 2024 WAS $76,956. WAVERLY SENIOR SERVICES, A RELATED PUBLIC CHARITY, PROVIDED CERTAIN MANAGEMENT AND ADMINISTRATIVE SUPPORT SERVICES TO WAVERLY CARE DURING 2024. THE MANAGEMENT FEE PAID DURING 2024 WAS $984,398. FORM 990, PART VI, SECTION A, LINE 6 WAVERLY SENIOR SERVICES, A RELATED PUBLIC CHARITY, IS THE SOLE MEMBER OF WAVERLY CARE. FORM 990, PART VI, SECTION A, LINE 7A TRUSTEES ARE ELECTED BY THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B THE BYLAWS MAY BE AMENDED OR REPEALED, IN WHOLE OR IN PART, OR NEW BYLAWS MAY BE ADOPTED, EITHER (A) BY THE SOLE MEMBER OR (B) EXCEPT WITH RESPECT TO MATTERS THAT ARE BY STATUTE COMMITTED EXCLUSIVELY TO THE SOLE MEMBER, BY THE BOARD OF TRUSTEES, SUBJECT TO THE AUTHORITY OF THE SOLE MEMBER TO CHANGE ANY SUCH ACTION BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN REVIEWED BY THE CFO AND CONTROLLER. THE AUDIT COMMITTEE OF THE BOARD OF WAVERLY SENIOR SERVICES PERFORMS A FINAL REVIEW WITH THE INDEPENDENT ACCOUNTING FIRM AND THEN A COPY IS PROVIDED TO ALL MEMBERS OF THE WAVERLY CARE BOARD OF TRUSTEES BEFORE FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C WAVERLY CARE'S CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY TO PROVIDE GUIDANCE TO GOVERNING BOARD MEMBERS. ALL NEW MEMBERS SIGN OFF ON THIS POLICY UPON APPOINTMENT TO THE BOARD. ANY POSSIBLE CONFLICT OF INTEREST ON THE PART OF THE GOVERNING BOARD MEMBERS IS REQUIRED TO BE TIMELY DISCLOSED UPON REALIZATION OF THE POTENTIAL CONFLICT TO THE OTHER MEMBERS OF THE BOARD AND MADE A MATTER OF RECORD WHEN THE CONFLICT BECOMES A MATTER OF BOARD ACTION. THE BOARD MAKES THE DECISION AS TO WHETHER A POTENTIAL CONFLICT IS AN ACTUAL CONFLICT. ANY GOVERNING BOARD MEMBERS HAVING A CONFLICT OF INTEREST SHALL NOT VOTE OR USE THEIR PERSONAL INFLUENCE ON THE MATTER, EVEN WHERE PERMITTED BY LAW. THE MINUTES OF THE MEETING SHALL REFLECT THE DISCLOSURE, ABSTENTION AND THE QUORUM. FORM 990, PART VI, SECTION B, LINE 15 WAVERLY CARE DOES NOT COMPENSATE ANY INDIVIDUAL THAT MEETS THE IRS DEFINITION OF TOP MANAGEMENT OFFICIAL, OFFICER, OR KEY EMPLOYEE. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF EQUITY TO WAVERLY SENIOR SERVICES -1,150,000. WAVERLY HEIGHTS 1400 WAVERLY ROAD GLADWYNE PA 19035 232212842 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 WAVERLY SENIOR SERVICES 0 WAVERLY SENIOR SERVICES 1400 WAVERLY ROAD GLADWYNE PA 19035 922896025 MANAGEMENT COMPANY PA 501(C)(3) LINE 12C, III-FI N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0