Longwood at Oakmont Inc

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

Verona, PA

Total Revenue
$34,872,700
Total Expenses
$34,388,238
Total Assets
$99,424,023
Net Assets
$-43,671,207
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
PA
Principal Officer
James Pieffer
Phone
4128266030
Tax Period
2024-01-01 to 2024-12-31

Longwood at Oakmont Inc, founded in 1990, is a mid-sized nonprofit in the Human Services sector that reported $34.9M in total revenue in fiscal year 2024.

Mission

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 341 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 the curren year, and across its regional network, it provided a combined total of $21 million in benevolent (charitable) and uncompensated care.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,015,151
Program Service Revenue $32,276,663
Investment Income $1,580,886
Other Revenue $0
TOTAL REVENUE $34,872,700

Expense Breakdown

Grants Paid $0
Salaries & Benefits $9,793,272
Fundraising Expenses $0
Program Expenses $28,068,338
Other Expenses $24,594,966
TOTAL EXPENSES $34,388,238

Year-over-Year Comparison

2024 2023 Change
Revenue $34,872,700 $33,676,811 +0.0%
Expenses $34,388,238 $32,681,704 +0.1%
Net Income $484,462 $995,107 -0.5%
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
10

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
$1,084,155
Total Directors
13
$1,084,155
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Danielle Larson 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 $37,604 $504,187
Barbara M Sullivan Director 1.00
Director
$0 $0 $0
Robert Devlin Director (Resident Represe 1.00
Director
$0 $0 $0
Susan McIntosh Director (Resident Represe 1.00
Director
$0 $0 $0
Michael Gregory Director 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
James E Noland Director 1.00
Director
$0 $0 $0
Todd R Boslau Director and Treasurer 10.00
Officer Director
$0 $37,189 $313,088
Bobbi Jo Haden Director and Secretary 10.00
Officer Director
$0 $21,056 $266,880
Ann Truxell Director 1.00
Director
$0 $0 $0
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
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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