Longwood At Oakmont Inc is located in Verona, PA. The organization was established in 1990. 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. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Longwood At Oakmont Inc 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 12/2021, Longwood At Oakmont Inc generated $33.4m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 5.0% each year. All expenses for the organization totaled $28.6m during the year ending 12/2021. While expenses have increased by 2.5% 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
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
LONGWOOD AT OAKMONT IS A CONTINUING CARE RETIREMENT COMMUNITY RECOGNIZED BY THE PENNSYLVANIA DEPARTMENT OF INSURANCE TO PROVIDE RESIDENTIAL LIVING ACCOMMODATIONS AND SERVICES TO INDIVIDUALS 62 YEARS OR OLDER. LONGWOOD IS LOCATED ON A BEAUTIFUL 60-ACRE SITE, AND CONSISTS OF 348 RESIDENTIAL HOMES RANGING FROM STUDIO APARTMENTS TO THREE-BEDROOM COUNTRY HOMES. LONGWOOD OFFERS CASUAL SOPHISTICATED LIVING WITH QUALITY AMENITIES AND AN ACCREDITED LIFECARE MODEL THAT PROVIDES PRIORITY ACCESS FOR FUTURE HEALTHCARE SERVICES IF NEEDED, INCLUDING PERSONAL CARE, SKILLED NURSING, DEMENTIA CARE, AND REHABILITATION. LONGWOOD AT OAKMONT WAS DEVELOPED, AND IS OPERATED, BY PRESBYTERIAN SENIORCARE A NOT-FOR-PROFIT, CHARITABLE ORGANIZATION. IN 2020 ACROSS ITS REGIONAL NETWORK, IT PROVIDED A COMBINED TOTAL OF $25.9 MILLION IN BENEVOLENT (CHARITABLE) AND UNCOMPENSATED CARE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
LONGWOOD AT OAKMONT SERVES OVER 390 OLDER ADULTS ON A CONTINUING BASIS. SINCE 2017, LONGWOOD AT OAKMONT HAS PARTNERED MASTERPIECE LIVING, A MULTI-SPECIALTY GROUP THAT CURRENTLY PARTNERS WITH MORE THAN 80 ORGANIZATIONS NATIONWIDE IN ORDER TO MAXIMIZE THE POTENTIAL OF OLDER ADULTS. THROUGH THE PARTNERSHIP, LONGWOOD ACCESSES RESEARCH AND TOOLS THAT PROVIDE OPPORTUNITIES FOR EACH OF ITS RESIDENTS, AND THE COMMUNITY AS A WHOLE, TO MEASURE PROGRESS AGAINST FOUR KEY DIMENSIONS OF SUCCESSFUL LIVING - SPIRITUAL, INTELLECTUAL, PHYSICAL AND SOCIAL. IN 2019, LONGWOOD RECEIVED CERTIFICATION DESIGNATION FROM MASTERPIECE LIVING AS A CENTER FOR SUCCESSFUL AGING (CSA). CSAS FULFILL THE NEED FOR HIGH QUALITY SUCCESSFUL AGING SERVICE PROVIDERS, AND ARE REGIONAL DESTINATIONS THAT IMPLEMENT INNOVATIVE PRACTICES, BOTH WITHIN THEIR ORGANIZATION AND FOR THE GREATER COMMUNITY. THESE DESTINATIONS EMPOWER RESIDENTS AND TEAM MEMBERS TO MAXIMIZE THEIR POTENTIAL BY APPLYING THE LATEST RESEARCH ON SUCCESSFUL AGING AND DEMONSTRATING MEASURED RESULTS. LAUNCHED BY MASTERPIECE LIVING, CSA DESIGNATION DISTINGUISHES THE BEST SUCCESSFUL AGING ORGANIZATIONS IN THE COUNTRY. CURRENTLY, THERE ARE ONLY 23 LOCATIONS NATIONWIDE.AT LONGWOOD, BETTER CHOICES FOR A BETTER LIFE INCLUDE A VARIETY OF FINANCIAL AND MONTHLY AGREEMENTS. WITH A LIFECARE PACKAGE, RESIDENTS MAKE AN UPFRONT INVESTMENT, WHICH OFFERS REFUNDABILITY OPTIONS TO THEIR ESTATE, AND INCLUDES UNLIMITED USE OF HEALTHCARE SERVICES IF NEEDED. ANOTHER AFFORDABLE OPTION IS THE MONTH-TO-MONTH RENTALS AVAILABLE ON A LIMITED NUMBER OF RESIDENCES ON A FIRST-COME, FIRST-SERVE BASIS THAT INCLUDES ACCESS TO COMMUNITY AMENITIES WITHOUT HAVING TO MAKE THE LONG-TERM COMMITMENT AND SIGNIFICANT UPFRONT INVESTMENT. ANOTHER OPTION, SELECTCARE, OFFERS A LOWER UPFRONT INVESTMENT AND PROVIDES ACCESS TO HEALTH CARE SERVICES WHEN AND WHERE AVAILABLE AT PREVAILING MARKET RATES. IN 2017, LONGWOOD IMPLEMENTED A CARE MANAGEMENT MODEL THAT PROVIDES A PERSONAL CARE MANAGER TO EVERY RESIDENT IN INDEPENDENT LIVING. CARE MANAGEMENT SERVICES SUPPORT SUCCESSFUL LIVING AT LONGWOOD BY HELPING INDEPENDENT LIVING RESIDENTS MAINTAIN THEIR HIGHEST LEVEL OF FUNCTIONING. ONE WAY WE DISTINGUISH OURSELVES IS BY PURSUING CARF ACCREDITATION. CARF IS AN INTERNATIONAL, NOT-FOR-PROFIT ORGANIZATION THAT PROMOTES QUALITY, VALUE, AND OPTIMAL OUTCOMES BY CONDUCTING SURVEYS TO ASSURE THAT QUALITY STANDARDS ARE BEING MET. PARTICIPATION IN CARF ACCREDITATION IS VOLUNTARY AND REQUIRES A COMMITMENT OF TIME AND RESOURCES.IN 2016, AS PART OF PRESBYTERIAN SENIORCARE NETWORK, LONGWOOD AT OAKMONT ATTAINED ACCREDITATION UNDER CARF'S NETWORK STANDARDS. INTRODUCED IN 2016, THE "NETWORK" STANDARDS WERE IMPLEMENTED BY CARF IN ORDER TO "SUPPORT NETWORKS' DEVELOPMENT TOWARD CONTINUITY OF SERVICES AMONG MULTIPLE PROVIDERS AND TO SUPPORT QUALITY WHEN A LEGAL ENTITY DOES NOT OWN ALL PARTICIPATING PROVIDERS WITHIN ITS NETWORK." LONGWOOD AT OAKMONT ACHIEVED CARF ACCREDITATION IN FOUR ADDITIONAL PROGRAM AREAS: CONTINUING CARE RETIREMENT COMMUNITY, PERSON-CENTERED LONG-TERM CARE COMMUNITY, DEMENTIA CARE SPECIALTY, AND ASSISTED LIVING. A PERSON-CENTERED LONG-TERM CARE COMMUNITY, ACCORDING TO CARF, "IS A PLACE WHERE PERSONS SERVED WANT TO LIVE, PEOPLE WANT TO WORK, AND BOTH CHOOSE TO STAY." CARF DEFINES A DEMENTIA CARE SPECIALTY PROGRAM AS ONE THAT DELIVERS SERVICES FOCUSED ON THE UNIQUE AND CHANGING PHYSICAL, COGNITIVE, COMMUNICATION, EMOTIONAL, PSYCHOSOCIAL, BEHAVIORAL, OCCUPATIONAL, MEDICAL, PALLIATIVE, EDUCATIONAL, ENVIRONMENTAL, AND LEISURE/RECREATIONAL NEEDS OF PERSONS WITH DEMENTIA. UNDER CARF, THE ASSISTED LIVING ACCREDITATION ALSO ENCOMPASSES PERSONAL CARE COMMUNITIES AND IS DEFINED AS "A RESIDENTIAL PROGRAM THAT PROVIDES MEALS, HOUSING, AND A RANGE OF HOSPITALITY AND PERSONAL CARE SERVICES FOR ADULTS OF ALL AGES IN A SUPPORTIVE AND SAFE HOME-LIKE SETTING."PRESBYTERIAN SENIORCARE HAS BEEN INSTRUMENTAL IN DEVELOPING, AND IS THE SOLE MEMBER OF, NUMEROUS NOT-FOR-PROFIT MEMBERSHIP CORPORATIONS THAT PROVIDE OLDER ADULTS WITH LIVING AND SERVICE OPTIONS INCLUDING: A REGIONAL SYSTEM OF HOUSING FOR LOW INCOME SENIORS AND PERSONS WITH DISABILITIES, PERSONAL CARE, ALZHEIMER'S AND DEMENTIA CARE, LONG-TERM AND REHABILITATION HEALTHCARE, HOME HEALTH, AND COMMUNITY SERVICES FOR OLDER ADULTS. ADDITIONALLY, IN COLLABORATION WITH JEWISH ASSOCIATION ON AGING AND UPMC, WE ARE A SPONSOR OF COMMUNITY LIFE, A NON-PROFIT PROGRAM THAT PROVIDES COMPREHENSIVE HEALTH AND SOCIAL SERVICES TO APPROXIMATELY 600 FRAIL, ELDERLY ADULTS SO THAT THEY CAN CONTINUE TO LIVE IN THEIR HOMES. PRESBYTERIAN SENIORCARE STRIVES TO PARTICIPATE WITH THE PROVIDER NETWORKS OF ALL OF THE MAJOR INSURERS AND HEALTH SYSTEMS IN THE MARKETS WE SERVE.THE INTERNAL REVENUE SERVICE HAS DETERMINED THAT PRESBYTERIAN SENIORCARE IS EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. HOWEVER, AS A RESPONSIBLE CORPORATE CITIZEN, PRESBYTERIAN SENIORCARE GIVES BACK TO ITS LOCAL COMMUNITIES THROUGH PROMOTION OF HEALTH AND WELLNESS EFFORTS, EDUCATION AND TRAINING PROGRAMS, FINANCIAL AND IN-KIND DONATIONS, AND SPECIAL PROJECTS. GUIDED BY ITS FAITH-BASED NOT-FOR-PROFIT MISSION, PRESBYTERIAN SENIORCARE PROVIDES APPROXIMATELY $3 MILLION IN BENEVOLENT CARE ANNUALLY TO RESIDENTS IN OUR PERSONAL CARE COMMUNITIES WHO NO LONGER HAVE THE MEANS TO PAY. IN 2021 ACROSS ITS REGIONAL NETWORK, IT PROVIDED A COMBINED TOTAL OF $30 MILLION IN BENEVOLENT (CHARITABLE) AND UNCOMPENSATED CARE. THIS INCLUDED $203,00 OF BENEVOLENT CARE PROVIDED TO LONGWOOD AT OAKMONT RESIDENTS IN 2021. BENEVOLENT CARE IS SUPPORTED BY THE LONGWOOD LIFE CARE FUND, WHICH PROVIDES ASSISTANCE TO LONGWOOD LIFECARE RESIDENTS WHO HAVE OUTLIVED THEIR RESOURCES AND NO LONGER HAVE THE ABILITY TO MEET THE MONTHLY MAINTENANCE FEES. PRESBYTERIAN SENIORCARE IS RECOGNIZED AS A DEMENTIA CARE CENTER OF EXCELLENCE AND IS PARTNERING IN THE TRAINING OF HOSPITAL EMERGENCY DEPARTMENT STAFF AND FIRST RESPONDERS. AT ITS LONGWOOD AT OAKMONT CAMPUS, THE HANNA HEALTHCARE CENTER OFFERS SKILLED NURSING AND REHABILITATION SERVICES AS WELL AS SPECIALIZED DEMENTIA CARE. RECOGNIZING THE PERVASIVENESS OF COGNITIVE IMPAIRMENT AMONG OLDER ADULTS, ALL EMPLOYEES SINCE 2015, INCLUDING EVEN THOSE WHO WERE NOT DIRECT CAREGIVERS, RECEIVE TRAINING THROUGH THE NATIONAL ALZHEIMER'S ASSOCIATION. ADDITIONALLY, DIRECT CARE GIVERS COMPLETE AN IMMERSION EXPERIENCE THAT IS OVER AND ABOVE THE TRAINING PROVIDED TO ALL EMPLOYEES. PRESBYTERIAN SENIORCARE DEVELOPED DEMENTIA360, WHICH BEGAN A PHASED ROLLOUT IN 2019 AND EXTENDS DEMENTIA CARE MANAGEMENT INTO THE HOME SETTING TO SUPPORT FAMILY CAREGIVERS WHO ARE CARING FOR PERSONS WITH ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. THE PROGRAM AIMS TO PREVENT UNNECESSARY HOSPITALIZATIONS AND DELAY NURSING HOME PLACEMENT WHILE ENHANCING THE QUALITY OF LIFE FOR BOTH THE PERSON LIVING WITH THE DISEASE AND THE CAREGIVER. A GENEROUS GRANT FROM A LOCAL FOUNDATION ENABLES DEMENTIA360 CARE MANAGEMENT SERVICES TO BE OFFERED AT NO COST TO CLIENTS UP THROUGH DECEMBER 2021.IN KEEPING WITH OUR PERSON-CENTERED CARE PHILOSOPHY, OUR 6 SKILLED NURSING COMMUNITIES HAVE BEEN TRANSFORMED FROM THE TRADITIONAL INSTITUTIONAL SETTING AND MEDICAL MODEL OF YESTERYEAR TO HOME-LIKE ENVIRONMENTS THAT DELIVER PERSONALIZED CARE WITH AN EMPHASIS ON ENHANCING QUALITY OF LIFE. MORE THAN 50% OF PERSONS SERVED ANNUALLY ARE COVERED BY MEDICAL ASSISTANCE. PRESBYTERIAN SENIORCARE NETWORK HAS APPROXIMATELY 2,000 TEAM MEMBERS WHO SERVE 6,500 OLDER ADULTS ANNUALLY ACROSS 10 COUNTIES AND 56 COMMUNITIES AS WELL AS THROUGH OUR AT-HOME PROGRAMS OF ENVISAGE AND PRESBYTERIAN SENIORCARE HOME HEALTH.BEGINNING IN 2013, A DELIBERATE MULTI-YEAR, MULTI-PHASE EDUCATION AND AWARENESS EFFORT WAS LAUNCHED TO FOSTER DIVERSITY, EQUITY AND INCLUSION TO PREPARE OUR NETWORK TO SERVE AN INCREASINGLY DIVERSE AGING POPULATION AND TO APPROPRIATELY ENGAGE AND SUPPORT AN INCREASINGLY DIVERSE WORKFORCE. UTILIZING A LOCAL FOUNDATION GRANT, PRESBYTERIAN SENIORCARE DEVELOPED A CAREER PATHWAYS PROGRAM IN COLLABORATION WITH MIDDLE AND HIGH SCHOOLS TO CREATE AWARENESS OF HEALTHCARE CAREERS IN SENIOR SERVICES AND LONG-TERM CARE. IN 2018, PROGRAMS WERE PILOTED AT THE OAKMONT AND WASHINGTON CAMPUSES INCLUDING A SUMMER VOLUNTEER PROGRAM FOR TEENS 13 TO 16 AND A CURRICULUM-BASED INITIATIVE IN PARTNERSHIP WITH THREE HIGH SCHOOLS IN THE PITTSBURGH PUBLIC SCHOOLS AND, IN WASHINGTON COUNTY, TRINITY HIGH SCHOOL AND WESTERN AREA CAREER AND TECHNOLOGY CENTER.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
James B Pieffer Director, Chair And President | OfficerTrustee | 5 | $0 |
Todd R Boslau Director And Treasurer | OfficerTrustee | 10 | $0 |
Bobbi Jo Haden Director And Secretary | OfficerTrustee | 10 | $0 |
Danielle Larson Director | Trustee | 1 | $0 |
Douglass E Harrison Director | Trustee | 1 | $0 |
Barbara M Sullivan Director | Trustee | 1 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Anchor General Contracting Construction Services | 12/30/21 | $1,206,655 |
Cynamed Nursing Agency | 12/30/21 | $368,394 |
Cura Hospitality Dining Services | 12/30/21 | $917,960 |
Mmc Land Management Landscaping | 12/30/21 | $432,614 |
Masco Interiors Construction Services | 12/30/21 | $824,175 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $2,503,900 |
All other contributions, gifts, grants, and similar amounts not included above | $61,039 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $2,564,939 |
Total Program Service Revenue | $28,399,718 |
Investment income | $1,243,251 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | $1,204,108 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $33,412,016 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $8,238,173 |
Pension plan accruals and contributions | $73,350 |
Other employee benefits | $1,067,942 |
Payroll taxes | $606,973 |
Fees for services: Management | $2,500,000 |
Fees for services: Legal | $185,106 |
Fees for services: Accounting | $46,162 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $0 |
Fees for services: Other | $1,747,970 |
Advertising and promotion | $0 |
Office expenses | $0 |
Information technology | $25,097 |
Royalties | $0 |
Occupancy | $1,698,391 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $0 |
Interest | $2,301,552 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $4,825,595 |
Insurance | $260,357 |
All other expenses | $902,399 |
Total functional expenses | $28,644,702 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $338,701 |
Savings and temporary cash investments | $10,771,934 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $335,999 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $134,212 |
Net Land, buildings, and equipment | $67,508,916 |
Investments—publicly traded securities | $22,692,717 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $294,062 |
Total assets | $102,076,541 |
Accounts payable and accrued expenses | $2,769,977 |
Grants payable | $0 |
Deferred revenue | $23,249,513 |
Tax-exempt bond liabilities | $53,325,576 |
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 | $66,445,443 |
Total liabilities | $145,790,509 |
Net assets without donor restrictions | -$45,231,048 |
Net assets with donor restrictions | $1,517,080 |
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 | $102,076,541 |
Over the last fiscal year, we have identified 1 grants that Longwood At Oakmont Inc has recieved totaling $66,079.
Awarding Organization | Amount |
---|---|
Presbyterian Seniorcare Foundation Oakmont, PA PURPOSE: Capital Projects and Resident Programs | $66,079 |
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 |
Oak Crest Village Inc Parkville, MD | $495,556,334 | $90,971,954 |
United Church Homes Inc Marion, OH | $230,951,491 | $117,776,158 |
Menorah Park Center For Senior Living Beachwood, OH | $96,877,128 | $72,312,185 |
Seabrook Village Inc Tinton Falls, NJ | $317,428,948 | $63,950,386 |
Spiritrust Lutheran York, PA | $151,346,375 | $71,838,005 |
Otterbein Homes Lebanon, OH | $197,247,651 | $73,479,652 |
Humangood Pennsylvania Lafayette Hill, PA | $322,351,436 | $66,729,303 |
Albright Care Services Frederick, MD | $96,340,327 | $64,491,895 |
Menno-Haven Inc Chambersburg, PA | $224,712,119 | $60,604,024 |
Kendal-Crosslands Communities Kennett Square, PA | $254,475,918 | $64,274,930 |