Longwood at Oakmont Inc

EIN: 232605414 501(c)(3) Human Services

Verona, PA

Total Revenue
$35,149,102
Total Expenses
$36,078,822
Total Assets
$99,882,603
Net Assets
$-42,598,619
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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
PA
Principal Officer
James Pieffer
Phone
4128266030
Tax Period
2025-01-01 to 2025-12-31

Longwood at Oakmont Inc, founded in 1990, is a mid-sized nonprofit in the Human Services sector that reported $35.1M in total revenue in fiscal year 2025.

Mission

Continuing care retirement community providing a full range of quality amenities & support including an accredited LifeCare model that provides priority access to future healthcare services.

Program Service Accomplishments

Program 1
Expenses: $29,412,053 Revenue: $33,259,030

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...

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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 $3.2 million in benevolent care annually to residents in our personal care communities who no longer have the means to pay. In 2025 across its regional network, it provided a combined total of $29.8 million in benevolent (charitable) and uncompensated care. This included $338,000 of benevolent care provided to Longwood at Oakmont residents in 2025. 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. In keeping with our person-centered care philosophy, our 5 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 2,200 team members who serve 6,500 older adults annually across 9 counties and 55 communities / service lines 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.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $256,281
Program Service Revenue $33,604,936
Investment Income $1,287,885
Other Revenue $0
TOTAL REVENUE $35,149,102

Expense Breakdown

Grants Paid $0
Salaries & Benefits $9,905,713
Fundraising Expenses $0
Program Expenses $29,412,053
Other Expenses $26,173,109
TOTAL EXPENSES $36,078,822

Year-over-Year Comparison

2025 2024 Change
Revenue $35,149,102 $34,872,700 +0.0%
Expenses $36,078,822 $34,388,238 +0.0%
Net Income $-929,720 $484,462 -2.9%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
11
Independent Members
8
Employees
N/A
Volunteers
50

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
3
$1,123,435
Total Directors
11
$1,123,435
Key Employees
1
$178,828
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Steve Ek Director 1.00
Director
$0 $0 $0
Douglass E Harrison Director 1.00
Director
$0 $0 $0
James B Pieffer Director, Chair and Presid 5.00
Officer Director
$0 $29,033 $513,855
Barbara M Sullivan Director 1.00
Director
$0 $0 $0
Donald Stoner Director (Resident Represe 1.00
Director
$0 $0 $0
Susan McIntosh Director (Resident Represe 1.00
Director
$0 $0 $0
Rosanne C Saunders Director and Vice Chair 1.00
Director
$0 $0 $0
John Donovan Director 1.00
Director
$0 $0 $0
Todd R Boslau Director and Treasurer 10.00
Officer Director
$0 $29,033 $333,187
Bobbi Jo Haden Director and Secretary 10.00
Officer Director
$0 $20,700 $276,393
Ann Truxell Director 1.00
Director
$0 $0 $0
Kevin Henderson Executive Director 40.00
Key Emp
$0 $15,496 $178,828
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $35,149,102 $36,078,822 $99,882,603 $-929,720
2024 $34,872,700 $34,388,238 $99,424,023 $484,462
2023 $33,676,811 $32,681,704 $98,326,812 $995,107
2022 $30,368,337 $30,960,695 $94,781,276 $-592,358
2021 $33,412,016 $28,644,702 $102,076,541 $4,767,314
2020 $30,892,963 $27,753,910 $98,398,300 $3,139,053
2019 $28,255,826 $28,021,913 $97,731,798 $233,913
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