2024-11-07T11:47:21-06:00 2023-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 381 CHESTNUT STREET MEADVILLE PA 16335 990 2023-01-01 251187067 VALLEY VIEW HAVEN INC DBA VALLEY VIEW RETIREMENT COMMUNITY VALL 7179352105 4702 EAST MAIN STREET BELLEVILLE PA 17004 MINDY RETHERFORD CFO 7179352105 2024-11-06 1 1 KELLY A BROCIOUS CPA P01254262 8143362133 2024-11-06 2023 2024-10-15 13:58:12Z VALLEY VIEW RETIREMENT COMMUNITY NICOLE SARVER 4702 EAST MAIN STREET BELLEVILLE PA 17004 19597776 0 X VALLEYVIEWRETIREMENTCOMMUNITY.ORG X 1965 PA VALLEY VIEW HAVEN, D/B/A VALLEY VIEW RETIREMENT COMMUNITY, IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE COMMUNITY PROVIDES HOUSING, HEALTH CARE AND OTHER RELATED SERVICES TO ELDERLY RESIDENTS THROUGH THE OPERATION OF A 160-BED NURSING FACILITY ("VALLEY VIEW HAVEN") ALONG WITH A 95-BED PERSONAL CARE FACILITY ("VALLEY VIEW TERRACE") AND 141 RESIDENTIAL LIVING UNITS ("VALLEY VIEW VILLAGE") LOCATED IN BELLEVILLE, PENNSYLVANIA. 11 11 350 40 0 0 668211 148822 16847139 18921716 302796 409989 178352 117249 17996498 19597776 0 0 0 0 12019199 12740637 0 0 23378 7383850 7874022 19403049 20614659 -1406551 -1016883 33742151 36303170 24840800 27850555 8901351 8452615 X VALLEY VIEW HAVEN D/B/A VALLEY VIEW RETIREMENT COMMUNITY, IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. VALLEY VIEW HAVEN'S MISSION IS TO PROVIDE A CONTINUUM OF QUALITY RESIDENTIAL AND LONG TERM CARE SERVICES IN A MANNER DEMONSTRATING CHRISTIAN LOVE AND COMPASSION. THE COMMUNITY FULFILLS ITS MISSION BY PROVIDING HOUSING, HEALTH CARE AND OTHER RELATED SERVICES TO ELDERLY AND DISABLED RESIDENTS THROUGH THE OPERATION OF A 160-BED NURSING FACILITY ("VALLEY VIEW HAVEN") ALONG WITH A 95-BED PERSONAL CARE FACILITY ("VALLEY VIEW TERRACE") AND 141 RESIDENTIAL LIVING UNITS ("VALLEY VIEW VILLAGE") LOCATED IN BELLEVILLE, PENNSYLVANIA. 0 0 16648698 12860172 NURSING HOME CARE: VALLEY VIEW HAVEN PROVIDED 38,730 DAYS OF SKILLED NURSING SERVICES TO THE ELDERLY AND DISABLED. 1253539 4296757 PERSONAL CARE SERVICES: VALLEY VIEW HAVEN PROVIDED 29,034 DAYS OF PERSONAL CARE SERVICES TO THE ELDERLY AND DISABLED. 1882036 SENIOR RESIDENTIAL LIVING SERVICES: VALLEY VIEW HAVEN PROVIDED RESIDENTIAL LIVING HOUSING AND RELATED SERVICES SUCH AS LAWN CARE, SNOW REMOVAL AND HOME MAINTENANCE TO ELDERLY RESIDENTS RESIDING IN 141 RESIDENTIAL LIVING UNITS ALSO REFERRED TO AS COTTAGES. 17902237 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 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 0 0 0 0 1 75 0 350 1 0 0 0 0 0 1 1 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X DENNIS E PEACHEY CPA 7179352105 4702 EAST MAIN STREET BELLEVILLE PA 17004 MIRIAM ZOOK BOARD MEMBER 1.00 X 0 0 0 PRESTON SHARP BOARD MEMBER & VICE PRESID 2.00 X X 0 0 0 JANET E GRAYBILL BOARD MEMBER & SECRETARY 2.00 X X 0 0 0 G SHELDON PEACHEY BOARD MEMBER & PRESIDENT 5.00 X X 0 0 0 DAVID FILSON BOARD MEMBER 1.00 X 0 0 0 LOIS GROSE BOARD MEMBER 1.00 X 0 0 0 CLYDE ESPIGH BOARD MEMBER 1.00 X 0 0 0 KURT STAUFFER BOARD MEMBER 1.00 X 0 0 0 STEVE KRAMM BOARD MEMBER 1.00 X 0 0 0 SHERRYL S YODER BOARD MEMBER 1.00 X 0 0 0 MARLENE A HEINTZELMAN BOARD MEMBER 1.00 X 0 0 0 NICOLE M SARVER CEO 40.00 X 176667 0 15199 DENNIS E PEACHEY CFO 40.00 X 142765 0 26988 ANGELICA LOSCH DIRECTOR OF RESIDENTIAL SE 40.00 X 111713 0 12602 ALLISON DAUHERTY NHA 40.00 X 127010 0 8450 MICHELLE WINNING DON 40.00 X 123600 0 8070 681755 0 71309 7 0 1 0 SUMLT CREDITS LLC PO BOX 910 WATSON LA 70786 CONSULTING FEES 345233 DONALD L KNEPP PO BOX 121 PENNS CREEK PA 17862 FLOORING SERVICES 186762 MULLINS HEATING AND COOLING 1641 HAWTHORNE DRIVE STATE COLLEGE PA 16801 HVAC EQUIPMENT AND INSTALLATION 135526 MAXIM HEALTHCARE STAFFING 12558 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 AGENCY NURSING STAFF 127613 RENNO'S LAWN SERVICE PO BOX 914 BELLEVILLE PA 17004 LAWN CARE AND LANDSCAPING 104654 5 72000 76822 148822 MEDICARE AND MEDICAID 623000 8777919 8777919 NURSING CARE RESIDENTS 623000 4296757 4296757 PERSONAL CARE SERVICES 623000 3965004 3965004 RETIREMENT HOUSING 623000 1882036 1882036 18921716 287159 287159 122830 0 122830 122830 122830 MISCELLANEOUS INCOME 900099 69883 69883 CAFE SALES REVENUE 900099 38022 38022 VENDING MACHINE SALES 900099 5478 5478 3866 3866 117249 19597776 19038965 0 409989 X 361619 361619 9836666 9039008 780128 17530 213772 183383 28724 1665 1552473 1403110 146388 2975 776107 688753 86146 1208 17132 17132 78844 78844 2088148 1569909 518239 35182 2923 32259 137055 1474 135581 275354 136282 139072 906727 906727 60085 56124 3961 19820 11200 8620 409821 409821 1604591 1604591 251548 251548 SUPPLIES 930492 930492 FOOD 619677 619677 REPAIRS & MAINTENACE 255078 255078 MISCELLANEOUS EXPENSE 57919 25512 32407 126549 58173 68376 20614659 17902237 2689044 23378 1450 1450 2861761 3804859 1333198 1423976 65380 55407 307338 211880 52795153 30753181 21628200 22041972 7220768 8449786 324056 313840 33742151 36303170 1219624 1483242 6942740 7751968 12732010 11956602 673183 191953 3273243 6466790 24840800 27850555 X 8687712 8223604 213639 229011 8901351 8452615 33742151 36303170 -1016883 568147 0 X X 0 1 X 1 0 X 83792 1439853 4586948 668211 148822 6927626 20037709 19217902 15849410 16847139 18921716 90873876 20121501 20657755 20436358 17515350 19070538 97801502 0 0 0 97801502 219670 249636 356392 162302 287159 1275159 219670 249636 356392 162302 287159 1275159 162090 216761 166125 178352 117249 840577 20503261 21124152 20958875 17856004 19474946 99917238 0.97880 0.97820 0.01280 0.01240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7650070 64291 440076 8154437 9065577 182524 -1598031 7650070 8012036 119412 934129 9065577 6844717 186208 981111 8012036 5719709 6708 1118300 6844717 0.97280 0.02720 1 0 829662 829662 34667034 18758021 15909013 13197114 10199679 2997435 4101343 1795481 2305862 22041972 ALTERNATIVE INVESTMENTS 89656 F BENEFICIAL INTEREST IN PERPETUAL TRUST 229011 F CERTIFICATES OF DEPOSIT 1133477 F COMMON STOCKS 1845450 F CORPORATE BONDS 329663 F MUTUAL FUNDS 4822529 F 8449786 REFUNDABLE ENTRANCE FEES 3447815 RESIDENT TRUST FUNDS 33317 ERC CREDITS PAYABLE 2985658 6466790 X 19481102 -15372 -15372 19496474 101302 101302 19597776 20513357 0 20513357 101302 101302 20614659 PART V, LINE 4: THE BOARD DESIGNATED ENDOWMENT FUND IS HELD TO EARN INVESTMENT EARNINGS THAT CAN BE USED TO PROVIDE FINANCIAL ASSISTANCE TO RESIDENTS WHO ARE UNABLE TO PAY FOR THE FULL COST OF THEIR CARE. PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE (CODE) AND IS RECOGNIZED AS TAX EXEMPT UNDER 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICES (IRS). THE ORGANIZATION HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS FOR YEARS ENDED DECEMBER 31, 2020, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 78,844. BAD DEBTS 22,458. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 78,844. BAD DEBTS 22,458. X 0 0 0 0 0 0 0 0 0 NICOLE M SARVER CEO 176667 0 0 0 0 0 7129 0 8070 0 191866 0 0 0 DENNIS E PEACHEY CFO 142765 0 0 0 0 0 5828 0 21160 0 169753 0 0 0 A MIFFLIN COUNTY HOSPITAL AUTHORITY 231352187 NONEAVAIL 2013-12-23 6000000 CONSTRUCTION OF ADDITION 0 0 0 B MIFFLIN COUNTY HOSPITAL AUTHORITY 231352187 NONEAVAIL 2014-06-12 9000000 CONSTRUCTION OF ADDITION 0 0 0 A 1215165 6000000 114010 1641798 4244192 2015 0 0 1 1 B 1670211 9000000 114771 8885229 2015 0 0 0 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 VI, SECTION B, LINE 11B VALLEY VIEW HAVEN INC. HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD IS PROVIDED A COPY OF THE FORM 990 TO REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST STATEMENTS ARE DISTRIBUTED ANNUALLY TO MEMBERS OF THE BOARD OF DIRECTORS. EACH DIRECTOR IS REQUIRED TO COMPLETE THE STATEMENT AND DOCUMENT ANY CONFLICTS THAT MAY HAVE AROSE DURING THE YEAR. DURING BOARD MEETINGS, IF AN INTERESTED PARTY HAS A CONFLICT, HE OR SHE RECUSES THEMSELVES FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND OTHER SENIOR DIRECTORS ARE REVIEWED AND APPROVED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. COMPARATIVE SALARY DATA IS PROVIDED TO EXECUTIVE COMMITTEE MEMBERS PRIOR TO OR AT THE TIME THAT SALARY CHANGES ARE DISCUSSED. FORM 990, PART VI, SECTION C, LINE 18 VALLEY VIEW HAVEN INC. MAKES IT FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, VALLEY VIEW HAVEN INC. DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 1,569,909. MANAGEMENT AND GENERAL EXPENSES 518,239. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,088,148. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THE PROCESS IS CONSISTENT WITH PRIOR YEARS AND HAS NOT CHANGED.