The Estaugh
- Assets
- $142.5m
- Revenue
- $49.5m
- Investments
- $2.8m
- Employees
- 485
- Location
- Medford, NJ
- Founding
- 04/1994
- Data as of
- 03/2022
- EIN
- 21-0633410
Organization Overview
The Estaugh is located in Medford, NJ. The organization was established in 1994. According to its NTEE Classification (P75) the organization is classified as: Supportive Housing for Older Adults, under the broad grouping of Human Services and related organizations. As of 03/2022, Estaugh employed 485 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Estaugh is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2022, Estaugh generated $49.5m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.8% each year. All expenses for the organization totaled $33.3m during the year ending 03/2022. While expenses have increased by 0.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
OWN AND OPERATE A CONTINUING CARE RETIREMENT COMMUNITY.
Describe the Organization's Program Activity:
MEDFORD LEAS IS A LEADING SENIOR ADULT COMMUNITY SUCCESSFULLY MEETING THE TOTAL LIFESTYLE NEEDS OF ITS RESIDENTS WITH INNOVATIVE AND HIGHLY VALUED PROGRAMS, LIFE ENHANCING AND SUSTAINING SERVICES, TECHNOLOGICAL AND ENVIRONMENTAL ADVANCES, UP TO DATE RESIDENTIAL HOMES AND APARTMENTS AND WELL-EQUIPPED FACILITIES ALL IN HIGHLY DESIRABLE ARBORETUM SETTINGS. MEDFORD LEAS PROVIDES MAINTENANCE-FREE LIVING TO ITS RESIDENTS. PRIMARY SERVICES INCLUDE: HEALTHCARE, DINING, HOUSEKEEPING, LAUNDRY, INTERIOR AND EXTERIOR MAINTENANCE, GROUNDSKEEPING AND SNOW REMOVAL. OTHER SERVICES INCLUDE INDIVIDUALIZED FITNESS, TRANSPORTATION AND A VAST ARRAY OF ACTIVITIES FOR THE RESIDENTS. MEDFORD LEAS IS A COMMUNITY OF APPROXIMATELY 520 RESIDENTS WHO LIVE IN NEARLY 400 HOMES OF VARYING SIZES AND DESIGNS.
RESIDENT HEALTH CARE: MEDFORD LEAS HAS AN ONSITE OUTPATIENT PRIMARY HEALTH CARE CLINIC. THE ORGANIZATION HAS A FULL-TIME MEDICAL DIRECTOR, PHYSICIAN, AND NURSE PRACTITIONER. SERVICES OFFERED TO RESIDENTS INCLUDE AUDIOLOGY, DENTISTRY, PODIATRY, AND PHARMACY SERVICES, AS WELL AS PHYSICAL, OCCUPATIONAL, AND SPEECH THERAPY SERVICES. IN ADDITION, THE FACILITY HAS WELLNESS FACILITIES INCLUDING AN EXERCISE STUDIO, A FITNESS CENTER, AND SWIMMING POOL. THE ORGANIZATION OFFERS VARIED FITNESS, WELLNESS AND AQUATIC PROGRAMS TO ITS RESIDENTS.
MEDFORD LEAS OFFERS A CARING, SUPPORTIVE APPROACH TO SUB-ACUTE NURSING AND REHABILITATION FOLLOWING A HOSPITALIZATION. OUR TOP-NOTCH MEDICAL TEAM OFFERS SKILLED NURSING SERVICES AS WELL AS SHORT- AND LONG-TERM REHAB, OCCUPATIONAL THERAPY AND MORE - HELPING TO NAVIGATE YOUR PATHWAY BACK TO WELLNESS. AT MEDFORD LEAS, OUR IN-PATIENT TREATMENT PHILOSOPHY IS DESIGNED TO GET YOU HOME AS QUICKLY AS POSSIBLE. WE ASSIST RESIDENTS IN REALIZING THEIR HIGHEST POTENTIAL AND THE TEAM WORKS WITH THE RESIDENTS TO SET AND ACHIEVE REALISTIC GOALS, BOTH FOR THE IMMEDIATE AND LONG-TERM FUTURE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jeremy M Vickers Chief Executive Off./asst. Sec'y | Officer | 40 | $329,463 |
James D'amico Medical Director | Officer | 40 | $252,004 |
Jeffery Ranalli Physician | 40 | $210,808 | |
Abby M Loftus Chief Financial Officer | Officer | 40 | $206,231 |
Lisa A Heinkel Health Services Director | 40 | $139,093 | |
Kimberlee Hoftiezer Director Of Human Resource | 40 | $131,105 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
J Nastasi Construction Group Construction Services | 3/30/22 | $3,572,526 |
Liberty Builders Company Construction Services | 3/30/22 | $1,065,662 |
Aramark Services Inc Food Services | 3/30/22 | $1,239,595 |
Simmons Pharmacy Consultants Inc Pharmacy Services | 3/30/22 | $387,472 |
Select Rehabilitation Llc Therapy Services | 3/30/22 | $965,034 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $34,133 |
| Related organizations | $0 |
| Government grants | $2,957,800 |
| All other contributions, gifts, grants, and similar amounts not included above | $421,451 |
| Noncash contributions included in lines 1a–1f | $103,481 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,413,384 |
| Total Program Service Revenue | $31,793,271 |
| Investment income | $1,484,863 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $32,417 |
| Net Gain/Loss on Asset Sales | $12,456,241 |
| Net Income from Fundraising Events | -$158 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $49,548,605 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $372,571 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $866,117 |
| Compensation of current officers, directors, key employees. | $129,151 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $12,271,343 |
| Pension plan accruals and contributions | $546,043 |
| Other employee benefits | $1,975,886 |
| Payroll taxes | $953,936 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $11,477 |
| Fees for services: Accounting | $57,500 |
| Fees for services: Lobbying | $939 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $54,378 |
| Fees for services: Other | $2,356,208 |
| Advertising and promotion | $216,714 |
| Office expenses | $698,246 |
| Information technology | $82,207 |
| Royalties | $0 |
| Occupancy | $1,361,620 |
| Travel | $35,677 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $16,141 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $6,492,295 |
| Insurance | $392,974 |
| All other expenses | $454,356 |
| Total functional expenses | $33,254,952 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $697,740 |
| Savings and temporary cash investments | $4,736,193 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $738,999 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $187,903 |
| Prepaid expenses and deferred charges | $464,054 |
| Net Land, buildings, and equipment | $71,709,794 |
| Investments—publicly traded securities | $60,822,026 |
| Investments—other securities | $2,836,732 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $279,701 |
| Total assets | $142,473,142 |
| Accounts payable and accrued expenses | $2,798,226 |
| Grants payable | $0 |
| Deferred revenue | $35,844,817 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $36,746,306 |
| Total liabilities | $75,389,349 |
| Net assets without donor restrictions | $50,957,249 |
| Net assets with donor restrictions | $16,126,544 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $142,473,142 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that The Estaugh has recieved totaling $51,990.
| Awarding Organization | Amount |
|---|---|
Howard K Huston Tw Pittsburgh, PA PURPOSE: GENERAL SUPPORT | $35,868 |
Phebe Harned 3 60789 Nect Pittsburgh, PA PURPOSE: GENERAL SUPPORT | $8,237 |
Katherine S Harned 3 Nect Pittsburgh, PA PURPOSE: GENERAL SUPPORT | $7,885 |
Endowment Analysis
| Beg. Balance | $16,142,522 |
| Earnings | $4,866 |
| Net Contributions | $454,203 |
| Other Expense | $102,476 |
| Grants | $372,571 |
| Ending Balance | $16,126,544 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Willow Valley Communities Lancaster, PA | $552,338,395 | $126,609,439 |
Isabella Geriatric Center Inc Brooklyn, NY | $130,669,713 | $93,043,151 |
Seabrook Village Inc Tinton Falls, NJ | $317,428,948 | $63,950,386 |
Spiritrust Lutheran York, PA | $151,346,375 | $71,838,005 |
Humangood Pennsylvania Lafayette Hill, PA | $322,351,436 | $66,729,303 |
Menno-Haven Inc Chambersburg, PA | $224,712,119 | $60,604,024 |
Kendal-Crosslands Communities Kennett Square, PA | $254,475,918 | $64,274,930 |
United Church Of Christ Homes Camp Hill, PA | $133,046,183 | $59,846,484 |
Trustees Of The Masonic Hall And Asylum Fund New York, NY | $379,711,052 | $51,080,560 |
Concordia Lutheran Health And Human Care Cabot, PA | $105,474,184 | $66,315,819 |
Institute For Senior Living Of Florida Inc Bala Cynwyd, PA | $18,781,987 | $50,054,226 |
Inglis House Philadelphia, PA | $75,791,882 | $38,126,142 |