2025-06-25T14:11:39-07:00 2024-12-31 990 2024-01-01 231657176 FOULKEWAYS AT GWYNEDD FOUL 2156432200 1120 Meetinghouse Road Gwynedd PA 19436 Edna Cristinzio Chief Financial Officer 2152837002 2025-06-25 1 2024 2025-03-06 01:10:19Z Philip G DeBaun 1120 Meetinghouse Road Gwynedd PA 19436 75956616 0 X www.foulkeways.org X 1973 PA The mission of Foulkeways at Gwynedd is to provide comprehensive services for seniors based upon Quaker principles that promote independence, innovative living, respect, security and choice. 14 9 442 680 0 0 327109 1116071 36662023 37869955 1320843 1979482 1519678 2305598 39829653 43271106 363476 332283 0 0 18459562 19508075 0 0 60953 19598701 20426204 38421739 40266562 1407914 3004544 135631483 138292236 108299635 106197446 27331848 32094790 The mission of Foulkeways at Gwynedd is to provide comprehensive services focused on the needs of seniors based upon Quaker values that promote independence, innovative living, respect, security and choice. 0 0 9292181 0 4682521 Health Care Service Program: The basis for all Foulkeways Health Services is a primary care model for those over 65 consisting of health maintenance, education for self-care, appropriate screening, management of acute illness, monitoring of chronic disease and achievement of dignified death. The health and wellness needs of residents are addressed at all levels of care. Most residents receive primary care from onsite physicians who are board certified in geriatric medicine. HEALTH PROMOTION AND MAINTENANCE: Residents at any level of care may take part in the Wellness Program. The Fitness Center, including an indoor 65' by 25' pool (equipped with chair lifts for handicapped accessibility) and a fully equipped exercise facility is available to all residents, priority list members and staff. Independent Living residents are considered able to demonstrate their independence in all Activities of Daily Living (ADLs) and Instrumental Activities of Daily Living (IADLs). Personal Care (Abington House) - Residents require minimal to moderate assistance with Activities of Daily Living. Nursing Facility (Gwynedd House) - the majority of nursing care residents are in their 90's and often have a strong preference to be treated with less invasive technologies at Foulkeways. STAFF EDUCATION AND TRAINING: Required regulatory seminars are provided annually either in person, using a Powerpoint deck or through electronic training. Ongoing educational opportunities are provided on a monthly basis to nursing staff. 5830663 0 253394 Dining Services Program: Foulkeways offers residents and staff three meals per day in four different dining venues. Along with regular meal service, catering is offered to compliment the resident's culinary needs on a requested basis. There are dietitians on the team who present educational seminars to all residents on nutritional awareness and healthy eating. One dietitian supports care plans developed for all personal care and nursing care residents as well as reviewing the nutritional program offered to all residents. A second dietitian is specifically tasked with wellness related presentations and programs and one-on-one nutritional counseling for residents who request consultation. During 2024 the Dining Services Program again partnered with the Montgomery County Intermediate Unit (MCIU) to provide life skills training to disabled high school students who are eligible for the MCIU Transition to Employment program. 3042507 0 212577 The Maintenance Department: The department provides building and property support for residents who live on the campus of Foulkeways and maintains the work areas of the employees who care for them. Specifically, the department is responsible for maintaining and repairing over 475,000 square feet of buildings and 120 acres of land. The buildings include 258 garden and two-story apartments, a personal care building with 82 suites and 7 single rooms and a nursing facility with 43 rooms. Areas used by the entire community include a Community Center with an auditorium, fine dining venue, cafe, bank, activities areas and main offices. The department is also responsible for performing upgrades and improvements to apartments, personal care rooms and nursing care rooms that are being re-occupied by new residents. Areas specifically for nursing staff, housekeeping, dining services and the administrative offices are also supported. 14419152 0 33347991 Other Program Service expenses include amounts paid for General & Administrative expenses (including employee benefits), Housekeeping expenses, Utility expense, Real Estate Taxes, Depreciation and Amortization and Interest. 14419152 0 33347991 32584503 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 89 0 1 442 1 0 0 0 0 1 1 0 0 0 X 14 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X Foulkeways at Gwynedd 2152837002 1120 Meetinghouse Road Gwynedd PA 19436 Philip DeBaun Chief Executive Officer/Secretary 40 0 X 389150 0 20205 Edna M Cristinzio Chief Financial Officer 40 0 X 216652 0 27998 William Durbin Director of IT & Project Manager 40 0 X 201240 0 27991 Dongmei Cai Registered Nurse 65.55 0 X 203783 0 10936 Darren Wenner Director of Facilities (Former) 40 0 X X 171587 0 25463 Heather Heiland Chief Health Services Officer 40 0 X 178164 0 15397 Brian Kersey Director of Marketing and Admissions 40 0 X 168346 0 24546 Rajendra Patel Registered Nurse 50.69 0 X 160055 0 25664 Andrew Trella Pharmacy Manager 40 0 X 155869 0 19949 Neil Trueblood Chair of Board of Directors 7 0 X X 0 0 0 Mary Buckman Board Member 2 0 X 0 0 0 Jamie Unkefer Board Member 2 0 X 0 0 0 Alfred Kuffler Board Member 4 0 X 0 0 0 Phillip H Henderson Emeritus Board Member 2 0 X 0 0 0 Scott Henderson Treasurer 4 0 X X 0 0 0 Lynn Bush Vice Chair 2 0 X X 0 0 0 Kenneth Taylor Board Member 4 0 X 0 0 0 Bonnie Miller Board Member 2 0 X 0 0 0 Keith Eby Board Member 4 0 X 0 0 0 Patricia Gerrity Board Member 2 0 X 0 0 0 Daena Berdugo Board Member 2 0 X 0 0 0 William Evans Board Member 2 0 X 0 0 0 Amelia Diamond Board Member 2 0 X 0 0 0 1844846 0 198149 27 1 1 0 James E Carbo 115 Hunter Road Plymouth Meeting PA 19462 Electrical Contractor 567548 H B Global LLC dba I T Landes 247 Main Street Harleysville PA 19438 HVAC/Plumbing Contract 823181 McBrick Company McBrick Building Group 112 Edison Furlong Road Doylestown PA 18901 Construction Contract 1299980 Benecon 201 E Oregon Road Suite 100 Lititz PA 17543 Benefit Consultants 638619 J Harmer Exteriors 24 Hillside Avenue Chalfont PA 18914 Roofing Contractor 107345 5 0 0 0 0 0 1116071 0 1116071 Resident Care Fees 623311 25150746 25150746 0 0 Entry Fees Earned 900099 7496319 7496319 0 0 Healther Care Fees 623110 3503509 3503509 0 0 Medicare Payments 623110 1179012 1179012 0 0 Net Assets Released 624120 533225 533225 0 0 7144 7144 0 0 37869955 1459339 0 0 1459339 134060 134060 0 0 0 0 0 0 271552 0 54103 0 217449 0 217449 0 0 217449 33017490 0 32631407 0 386083 0 386083 0 0 386083 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Resident Services 623311 626528 626528 0 0 Change in Pension Assets and Benefit Obligations 525110 1461621 0 0 1461621 0 0 0 0 2088149 43271106 38630543 0 3524492 40646 40646 291637 291637 0 0 0 0 995860 180251 815609 0 0 0 0 0 14474866 12743556 1675996 55314 834493 0 834493 0 2062938 0 2062938 0 1139918 968574 167344 4000 807074 807074 0 0 14711 0 14711 0 55441 0 55441 0 0 0 0 0 0 0 62869 0 62869 0 672560 238321 434239 0 228874 0 228874 0 239155 109586 129404 165 302114 0 302114 0 0 0 0 0 2123284 2123284 0 0 0 0 0 0 0 0 0 0 73203 46849 26281 73 2174596 2174596 0 0 0 0 0 0 7416926 7416926 0 0 349343 0 349343 0 Food 2142275 2142275 0 0 Drugs 1061381 1061381 0 0 Other 2193763 1730912 461450 1401 Contractual Services 508635 508635 0 0 40266562 32584503 7621106 60953 1341225 1698025 6356387 9250334 0 0 876365 610030 0 0 0 0 191600 197900 115767 107312 681781 885578 174865987 87226406 89129174 87639581 36531717 37487915 0 0 0 0 0 0 407467 415561 135631483 138292236 3404604 3399422 0 0 51411084 52372284 45812673 44530005 0 0 0 0 0 0 0 0 7671274 5895735 108299635 106197446 X 20221888 23715310 7109960 8379480 27331848 32094790 135631483 138292236 X 3004544 1924729 0 0 0 -166331 X 0 1 1 0 X 1463265 1017097 933711 327109 1116071 4857253 32080966 32810335 34839770 36662023 37869955 174263049 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 33544231 33827432 35773481 36989132 38986026 179120302 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 179120302 955722 712437 851502 1297253 1593399 5410313 0 0 0 0 0 0 955722 712437 851502 1297253 1593399 5410313 0 0 0 0 0 0 301286 5019770 3006032 1332130 2088149 11747367 34801239 39559639 39631015 39618515 42667574 196277982 0.91258 0.91956 0.02756 0.02563 X Schedule A, Part III, Line 12 Other Revenue includes amounts for services provided that are not included in the Residence and Care Agreement. These include extra meals, housekeeping income, maintenance income, rental fees from family members and miscellaneous income. It also includes Change in Pension Plan Assets and Benefit Obligations. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2684327 146353 244113 40646 3150 0 3030997 2563112 17150 142499 34525 3909 0 2684327 2612741 38815 -6136 78946 3362 0 2563112 2607404 100 144028 135801 2990 0 2612741 2430733 168929 132294 121882 2670 0 2607404 0.8547 0.1453 0 0 0 0 9578694 9578694 0 141967605 74292253 67675352 0 4247541 2833462 1414079 0 15827576 10100691 5726885 0 3244571 0 3244571 87639581 0 Advanced Billings 212578 Refundable Deposits 810000 Accrued Pension Liability 4684661 Other 188496 5895735 45132966 1924729 0 0 0 1924729 43208237 62869 0 62869 43271106 40370024 0 0 0 166331 166331 40203693 62869 0 62869 40266562 Schedule D, Part V, Line 4 Endowment Funds have been established for Entry Fee assistance grants, grounds and landscaping improvements, staffing expense for the greenhouse, geriatric research programs of the University of Pennsylvania School of Nursing and any purpose chosen by the Board of Directors. Schedule D, Part XII, Line 2d Net Periodic Benefit Cost Credit Other than the Service Cost Component 1 Trustees of the University of Pennsylvania School of Nursing Claire Fagan Hall 418 Curie Boulevard Philadelphia PA 19104 231352685 501(c)(3) 40646 0 To fund geriatric research programs. 1 0 Credits to contractual monthly fees. 14 258100 0 Tuition Assistance 4 13568 0 College student stipends 27 14800 0 Schedule I, Part I, Line 2 Grants and assistance to residents are made as credits against outstanding amounts receivable. No cash is disbursed and no proof of where amounts awarded are expended is required. Grants and assistance for tuition reimbursement are for higher education or technical training. Proof of successful course completion is required. College student stipends require confirmation from the educational institution that the student is attending or from a parent, if confirmation from the school is not available. X X 1 0 0 0 0 0 0 1 0 Philip DeBaun Chief Executive Officer/Secretary 387962 0 0 0 1188 0 20144 0 61 0 409355 0 0 0 Edna M Cristinzio Chief Financial Officer 217672 0 0 0 1219 0 17414 0 10585 0 246890 0 0 0 William Durbin Director of IT & Project Manager 195146 0 0 0 12858 0 12429 0 15562 0 235995 0 0 0 Heather Heiland Director of Health Services 179837 0 0 0 594 0 5395 0 10002 0 195828 0 0 0 Dongmei Cai Registered Nurse 184817 0 0 0 18966 0 10868 0 69 0 214720 0 0 0 Darren Wenner Director of Facilities (Former) 117566 0 0 0 64701 0 10878 0 14585 0 207730 0 0 0 Brian Kersey Director of Marketing and Admissions 166317 0 6550 0 270 0 9979 0 14568 0 197684 0 0 0 Rajendra Patel Registered Nurse 157812 0 0 0 3861 0 15288 0 10376 0 187337 0 0 0 Andrew Trella Pharmacy Manager 154877 0 0 0 2674 0 9437 0 10512 0 177500 0 0 0 Schedule J, Part I, Line 4 Darren Wenner received a severance payment. Schedule J, Part I, Line 7 The Marketing and Admissions team is eligible for an incentive bonus based on reaching desired sales targets for new resident agreements. The program is based on new Residence and Care Agreements in addition to Direct Entry Life Care contracts. Two 6-month periods are tracked: 3/1-8/31 and 9/1-2/28 with payment either the last week in September of the last week in March following the period endings. The bonus is based on a minimum of 10 new agreements to a maximum of 16+ new agreements. The award multiplier increases from $175/contract/eligible employee to a maximum of $225/contract/eligible employee. If, due to low inventory but high residential occupancy (95% or greater) for the 6-month period, there is a low number of contracts written, a flat amount of $1,500 will be paid to each team member. A Montgomery County Industrial Development Authority Series 2023A 232245125 2023-03-30 10760000 Refinance construction loan; finance renovation and expansion of Community Center and other capital 0 0 0 B Montgomery County Industrial Development Authority Series 2023B 232245125 2023-03-30 8712401 Renovation and expansion of Community Center; renovation of Beaumont House, new front doors and othe 0 0 0 C Montgomery County Industrial Development Authority Series 2016 232245125 613609D86 2016-07-07 32703414 Refund 2009 Series A; Personal Care Building Construction; Reimburse Planning Cost; Other Capital 0 0 0 A 435000 0 10760000 0 0 0 0 0 0 0 0 0 2009 1 0 1 1 B 513650 0 8712401 0 0 0 0 0 0 0 0 0 2010 1 0 1 1 C 4935000 0 34150373 2797081 1299200 0 570912 0 0 18595617 0 0 2017 1 0 1 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 A 0 1 0 0 1 0 0 0 0 B 0 1 0 0 1 0 0 0 0 C 0 0 0 1 0 0 0 0 0 A 0 B 0 C 0 Schedule K, Part IV, Line 2c-07/07/2016 32,703,414 Montgomery County Industrial Development Authorit A rebate calculation was performed 7/6/2021 and no rebate was due. Form 990, Part VI, Section B, Line 11b The Form 990 is prepared by the Chief Financial Officer using information obtained from electronic records of Foulkeways at Gwynedd and personal interviews with the Chief Executive Officer and various members of the management team as needed. Upon completion of the document, the Form 990 is distributed in its entirety to the Finance Committee for review and comment. After the Finance Committee reviews the return, it is distributed to the full Board of Directors. It is then filed electronically with the Internal Revenue Service as required. Form 990, Part VI, Section B, Line 12c At the January Meeting of the Board of Directors, each board member is requested to complete a Conflict of Interest Statement disclosing any conflicts that may exist. The Conflict of Interest Statement is signed by the board member and then reviewed by the Board Chair and the Chief Executive Officer. If, during the year, any decision is proposed related to an area where there is a conflict, the board member with the conflict is expected to recuse themselves from the decision. A similar Conflict of Interest Statement is also signed by the organization's operating officers and key employees. Form 990, Part VI, Section B, Line 15 The Foulkeways Board of Directors and the Chief Executive Officer (CEO) Evaluation Committee (comprised of the Board Chair, Vice Chair and Chair of the Pension/Personnel Committee) evaluate the CEO on an annual basis utilizing information from board members and other sources. The Board Chair gathers information both verbally and written from Board Members regarding the performance of the CEO. The Board Chair also receives a recap of the previous year's goals and the goals for the upcoming year from the CEO. The CEO Evaluation Committee meets and reviews all of the information. Subsequently, a meeting is held with the CEO to review and discuss the information and to establish goals for the coming year. A recommendation for compensation is then presented to the next full Board of Directors meeting for final approval. Form 990, Part VI, Section C, Line 19 Foulkeways makes the governing documents and conflict of interest policy available to those who inquire. These are available from the Administrative Assistant to the Chief Executive Officer in the Administrative offices on the Foulkeways campus. Foulkeways produces an Annual Report each year that includes the complete audited financial statements. The Annual Report is distributed to all residents and priority list members. It is also given to employees and other interested parties as requested. The Annual Report is included in the information packet that is given to those individuals requesting information about the community. The Financial Statements are posted to the NRMSIR for use by bondholders of the Community. They are also posted on Guidestar.com as part of the Form 990 posting for not-for-profit charitable organizations. Form 990, Part XI, Line 9 Net Periodic Benefit Cost Credit Other than the Service Cost Component