2026-02-25T13:29:05-06:00 2025-06-30 232108173 RKL LLP 102 PICKERING WAY STE 300 EXTON PA 19341 990 2024-07-01 231500399 ST ANNE'S RETIREMENT COMMUNITYINC STAN 7172855443 3952 COLUMBIA AVENUE COLUMBIA PA 175129715 MARY TURNBAUGH PRESIDENT 7172855443 2026-02-25 1 0 STEPHANIE E KANE CPA P01275157 4848742200 2026-02-25 2024 2025-03-06 01:10:19Z MARY TURNBAUGH 3952 COLUMBIA AVENUE COLUMBIA PA 175129715 32062809 0 X WWW.STANNESRETIREMENTCOMMUNITY.COM X 1977 PA ST ANNE'S IS DEDICATED TO HEALING MINISTRY OF JESUS IN THE SPIRIT OF SAINT MARIA DEMATTIAS. 12 10 337 25 0 0 420388 417690 23265270 24549756 760044 659927 0 0 24445702 25627373 0 0 0 0 14644686 15575969 0 0 129699 10159486 10842830 24804172 26418799 -358470 -791426 68963155 68215206 60526973 59897903 8436182 8317303 SAINT ANNE'S RETIREMENT COMMUNITY, SPONSORED BY THE ADORERS OF THE BLOOD OF CHRIST, IS DEDICATED TO CONTINUING THE HEALING MINISTRY OF JESUS IN THE SPIRIT OF SAINT MARIA DEMATTIAS. 0 0 23369877 24549756 PATIENT ROOM & BOARD FEES: NURSING FACILITY - 119 BEDS (27,787 RESIDENT DAYS), PERSONAL CARE UNIT - 51 UNITS (18,068 RESIDENT DAYS), INDEPENDENT LIVING COTTAGES - 54 UNITS (18,122 RESIDENT DAYS), APARTMENTS - 119 UNITS (40,990 RESIDENT DAYS) 23369877 1 1 0 0 0 0 1 0 1 0 1 1 0 0 0 1 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 1 0 0 0 1 X 21 0 1 337 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ST ANNE'S RETIREMENT COMMUNITY INC 7172855443 3952 COLUMBIA AVENUE COLUMBIA PA 175129715 MARY TURNBAUGH PRESIDENT 40.00 0.00 X 223579 0 40568 MICHELE J BARD CFO 40.00 0.00 X 169262 0 44128 LISA HOLLYWOOD ADMINISTATOR/VP CLINICAL SERVICES 40.00 0.00 X 137114 0 20510 MICKEY SOURBEER RN WOUND NURSE 40.00 0.00 X 151549 0 35626 BRANDI L GAMBLER DIRECTOR OF REHABILIATION 40.00 0.00 X 114654 0 19449 LORI ANDERSON RN SUPERVISOR 40.00 0.00 X 128838 0 20144 CHRISTINE SCARITO-THOMAS PHYSICAL THERAPIST 40.00 0.00 X 106531 0 20282 SR FRAN SCHUMER ASC EXECUTIVE DIRECTOR 1.00 10.00 X X 0 0 0 MATT PATTERSON DMD CHAIR 1.00 0.00 X X 0 0 0 CHERYL LOVE VICE CHAIR 1.00 0.00 X X 0 0 0 DR MARIBETH LEBRETON SECRETARY - TERMED 09/2024 1.00 0.00 X X 0 0 0 SHERI RILEY SECRETARY AND TRUSTEE 1.00 0.00 X X 0 0 0 JAMES KENDIG TREASURER 1.00 0.00 X X 0 0 0 THERESA BACHMAN TRUSTEE 1.00 0.00 X 0 0 0 STEVE CONWAY TRUSTEE - TERMED 09/2024 1.00 0.00 X 0 0 0 SR JOAN HORNICK ASC TRUSTEE - TERMED 11/2024 1.00 24.00 X 0 0 0 WILLIAM KIELY TRUSTEE 1.00 0.00 X 0 0 0 SR MICHELLE WOODRUFF ASC TRUSTEE 1.00 40.00 X 0 0 0 DON MARTIN TRUSTEE 1.00 0.00 X 0 0 0 MICHAEL GRAB TRUSTEE 1.00 0.00 X 0 0 0 EILEEN SOSA TRUSTEE 1.00 0.00 X 0 0 0 CAROL GIBBONS TRUSTEE - START 09/2024 1.00 0.00 X 0 0 0 1031527 0 200707 14 0 1 0 CURA HOSPITALITY PO BOX 827276 PHILADELPHIA PA 191827276 DIETARY CONSULTANTS 314268 ROBIN YOUNG 1845 LONGVIEW DRIVE LANCASTER PA 17601 HOUSEKEEPING CONTRACTED SERVICES 125533 2 99474 318216 417690 NURSING 623000 13289910 13289910 APARTMENTS 623000 4656453 4656453 PERSONAL CARE 623000 4580223 4580223 RETIREMENT VILLAGE 623000 1704536 1704536 OTHER SERVICE FEES & INCOME 623000 318634 318634 24549756 441570 441570 6653793 6435436 218357 218357 218357 25627373 24549756 0 659927 488774 433261 52076 3437 11281808 10068540 1125768 87500 269426 238010 30804 612 2660390 2195516 459923 4951 875571 764738 104067 6766 5530 5530 55377 55377 20937 20937 676812 657923 18889 214814 214814 1671012 1551716 101040 18256 157612 61565 95869 178 1426898 1367539 59359 23808 23808 8442 5791 2651 2360231 2262045 98186 2371787 2273121 98666 250317 240632 9685 FOOD EXPENSE 825389 811778 13611 ADMINISTRATION OTHER 506285 146315 351971 7999 PATIENT MEDICATION 239642 239642 ANCILLARY SERVICES 27937 27937 26418799 23369877 2919223 129699 13925 13925 1796968 736799 17295 9795 943852 738697 11778 20821 853675 883662 86091025 33174911 52537226 52916114 8260109 8262594 3460390 3782374 100000 100000 967937 750425 68963155 68215206 1899553 1602829 7724487 8519941 50663670 49529666 39263 20467 200000 225000 60526973 59897903 X 7625484 7477122 810698 840181 8436182 8317303 68963155 68215206 X -791426 639854 32693 X X 0 1 X 1 0 X 285183 185964 311536 420388 417690 1620761 18711247 18116638 21105031 23265270 24549756 105747942 10257 9400 19657 19006687 18312002 21416567 23685658 24967446 107388360 1500 5250 6100 13450 2600 28900 0 1500 5250 6100 13450 2600 28900 107359460 225066 244707 250562 328595 441570 1490500 225066 244707 250562 328595 441570 1490500 19231753 18556709 21667129 24014253 25409016 108878860 0.98600 0.98750 0.01370 0.01220 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 1 9.00 0 0 0 1 0 0.00 0 1 0 1 X 3116183 3116183 73833221 26516836 47316385 8712507 6658075 2054432 429114 429114 52916114 OTHER INVESTMENTS 3782374 C 3782374 X 26278983 639854 32693 672547 25606436 20937 20937 25627373 26397862 0 26397862 20937 20937 26418799 PART II, LINE 9: THERE WAS A NOMINAL AMOUNT OF EXPENSES THAT THE ORGANIZATION INCURRED FOR THE CONSERVATION EASEMENT WHICH WERE EXPENSED TO PROFESSIONAL FEES. THE PROPERTY AFFECTED BY THE CONSERVATION EASEMENT IS RECORDED IN PROPERTY, PLANT AND EQUIPMENT AS LAND IN THE BALANCE SHEET. THE CONSERVATION EASEMENT WAS NOT CONTRIBUTED TO THE ORGANIZATION. PART IV, LINE 2B: THE ORGANIZATION IS CUSTODIAN FOR RESIDENT TRUST FUNDS FOR CERTAIN RESIDENTS OF THE RETIREMENT COMMUNITY. PART X, LINE 2: THE CORPORATION IS A NOT-FOR-PROFIT ENTITY DESCRIBED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND IS EXEMPT FROM INCOME TAXES ON RELATED ACTIVITIES PURSUANT TO 509(A) OF THE IRC. IN ADDITION, THE CORPORATION WAS ORGANIZED UNDER THE PENNSYLVANIA NONPROFIT CORPORATION LAW AND IS EXEMPT FROM STATE INCOME TAXES. THE CORPORATION FOLLOWS THE STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ACCORDING TO THE PRINCIPLES OF FASB ASC 740, INCOME TAXES, WHICH PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE CORPORATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE CORPORATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE CORPORATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF THIRD-PARTY TRUST 32,693. X X 0 0 0 0 0 0 0 0 0 MARY TURNBAUGH PRESIDENT 223579 0 0 0 0 0 11468 0 29100 0 264147 0 0 0 MICHELE J BARD CFO 169262 0 0 0 0 0 30500 0 13628 0 213390 0 0 0 LISA HOLLYWOOD ADMINISTATOR/VP CLINICAL SERVICES 137114 0 0 0 0 0 6917 0 13593 0 157624 0 0 0 MICKEY SOURBEER RN WOUND NURSE 151549 0 0 0 0 0 6526 0 29100 0 187175 0 0 0 A LANCASTER COUNTY HOSPITAL AUTHORITY 236648018 514045V75 2020-03-01 41480658 REFUNDING 2017 NOTE AND CAPITAL PROJECT 0 0 0 B LANCASTER COUNTY HOSPITAL AUTHORITY 236648018 NONEAVAIL 2022-04-07 13132320 BOND REFINANCE 0 0 0 A 1754738 41480658 329742 23937524 17213392 2020 1 0 1 1 B 3328574 13132320 262646 12869674 2022 1 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 FORM 990, PART V, LINE 1C: THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS ASC HEALTH, INC. FORM 990, PART VI, SECTION A, LINE 7A ASC HEALTH HAS THE POWER TO APPOINT UP TO 4 MEMBERS OF THE BOARD OF TRUSTEES ACCORDING TO THE BYLAWS. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS OF THE BOARD OF TRUSTEES ARE CONTINGENT ON THE APPROVAL OF ASC HEALTH. FORM 990, PART VI, SECTION B, LINE 11B FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS AND APPROVES THE 990 PRIOR TO FILING. THE FINANCE COMMITTEE CHAIR MAKES A RECOMMENDATION TO THE ENTIRE BOARD TO APPROVE THE 990. IN ADDITION, A SECURE LINK IS USED TO UPLOAD THE 990 TO THE BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C A DIRECTOR IS REQUIRED TO ANNUALLY, OR AT SUCH A TIME THAT A CONFLICT MAY ARISE, DISCLOSE THIS TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS FOR TOP MANAGEMENT OFFICIAL: THE ORGANIZATION USES LEADING AGE SALARY SURVEY DATA FOR CENTAL PENNSYLVANIA, AS WELL AS APPROVAL FROM THE BOARD OF TRUSTEES IN DETERMINING COMPENSATION FOR THE PRESIDENT/ADMINISTRATOR. COMPENSATION PROGESS FOR TOP FINANCIAL OFFICIAL: THE ORGANIZATION USES LEADING AGE SALARY SURVEY DATA FOR CENTRAL PENNSYLVANIA, AS WELL AS APPROVAL FROM THE BOARD OF TRUSTEES IN DETERMINING COMPENSATION FOR OTHER OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF THIRD-PARTY TRUST 32,693. FORM 990, PART XII, LINE 2C: NO CHANGE IN THE OVERSIGHT PROCESS OR SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT THIS YEAR. ADORERS OF THE BLOOD OF CHRIST 4233 SULPHUR AVENUE ST LOUIS MO 63109 371402562 RELIGIOUS MO 501(C)(3) LINE 1 N/A 0 ASC HEALTH 4233 SULPHUR AVENUE ST LOUIS MO 63109 371186930 OVERSIGHT MO 501(C)(3) LINE 1 ADORERS OF THE BLOOD OF CHRIST 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0