AFFILIA HOME HEALTH: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- AFFILIA HOME HEALTH (EIN 23-1352572)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202431349349302563
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T09:16:44-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFFILIA HOME HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % DAVID ALEXANDER | InCareOfNm |
| Business Name Control | AFFI | BusinessNameControlTxt |
| Phone | 7175442161 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1006 NEW HOLLAND AVE | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Alexander | PersonNm |
| Person Title | CFO PMAH | PersonTitleTxt |
| Phone | 6107473400 | PhoneNum |
| Signature | 2024-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | David | PersonFirstNm |
| Person Last | Alexander | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTONIO C RUSSO DIRECTOR | PreparerPersonNm |
| PTIN | P00858539 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2024-05-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID ALEXANDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,446,214 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LANCASTERGENERALHEALTH.ORG/SERVICE-AND-TR | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | AFFILIA HOME HEALTH IS A COMMUNITY SERVICE ORGANIZATION PROVIDING COMPREHENSIVE HOME HEALTH CARE AND OTHER HEALTH CARE RELATED SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 125 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,694 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,032 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,106,862 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,433,411 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,670 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,114 | CYInvestmentIncomeAmt |
| PY Other Revenue | $89,940 | PYOtherRevenueAmt |
| CY Other Revenue | $4,657 | CYOtherRevenueAmt |
| PY Total Revenue | $10,200,166 | PYTotalRevenueAmt |
| CY Total Revenue | $10,446,214 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,288,204 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,099,443 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,154,478 | PYOtherExpensesAmt |
| CY Other Expenses | $1,676,234 | CYOtherExpensesAmt |
| PY Total Expenses | $11,442,682 | PYTotalExpensesAmt |
| CY Total Expenses | $11,775,677 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,242,516 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,329,463 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,095,812 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,764,618 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,498,409 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,478,876 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,597,403 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $285,742 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | AFFILIA HOME HEALTH IS A COMMUNITY SERVICE ORGANIZATION THAT PROVIDES COMPREHENSIVE HOME HEALTH CARE TO PEOPLE OF ALL AGES IN LANCASTER, BERKS, CHESTER, SCHUYLKILL AND DAUPHIN COUNTIES AND THEIR SURROUNDING AREA REGARDLESS OF THEIR ABILITY TO PAY. AFFILIA HOME HEALTH PROVIDED SKILLED NURSING, THERAPY, MEDICAL SOCIAL SERVICES, AND HOME HEALTH AID SERVICES FOR THE FISCAL YEAR ENDED JUNE 30, 2023. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $4,365,397 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,329,012 | RevenueAmt |
| Desc | HOME HEALTH CARE: SKILLED NURSING (RN&LPN)-SKILLED NURSES HELP PATIENTS RECOVER AFTER AN OPERATION OR ILLNESS. PROVIDE CARE TO AGING OR CHRONICALLY ILL PATIENTS, AND RELIEVE THE STRESS FOR FAMILY MEMBERS CARING FOR THEIR LOVED ONES. (31,333 VISITS) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,558,382 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,120,388 | RevenueAmt |
| Desc | HOME HEALTH CARE: PHYSICAL THERAPY-PHYSICAL THERAPISTS HELP PATIENTS IMPROVE MUSCLE STRENGTH, REGAIN FUNCTIONAL MOVEMENT, RELIEVE PAIN AND USE MEDICAL EQUIPMENT PROPERLY. (18,363 VISITS) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $999,361 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,218,894 | RevenueAmt |
| Desc | HOME HEALTH CARE: OCCUPATIONAL THERAPY-OCCUPATIONAL THERAPISTS WORK WITH PATIENTS TO REGAIN OR ADAPT TO THEIR ABILITY TO PERFORM DAILY LIVING SKILLS LIKE BATHING, DRESSING, OR PREPARING MEALS. (7,173 VISITS) | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $283,522 | $0 | $345,804 | HOME HEALTH CARE AID |
| $117,310 | $0 | $143,079 | SPEECH THERAPY |
| $230,300 | $0 | $280,891 | MEDICAL SOCIAL WORKER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $631,132 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $769,774 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $8,554,272 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 125 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID ALEXANDER | PersonNm |
| Phone | 6107473400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| KEITH KASPER | ||||||||||
| TRUSTEE/CHAIRPERSON | 2.0 | 53.0 | Yes (X) | Yes (X) | $0 | $1,716,990 | $210,044 | |||
| JOAN DOYLE | ||||||||||
| TRUSTEE | 2.0 | 53.0 | Yes (X) | $0 | $589,127 | $71,320 | ||||
| MARGARET F COSTELLA ESQ | ||||||||||
| FORMER OFFICER | 0.0 | 55.0 | $0 | $450,709 | $125,756 | Yes (X) | ||||
| TAMMY L OBER | ||||||||||
| FORMER OFFICER | 0.0 | 55.0 | $0 | $365,602 | $97,676 | Yes (X) | ||||
| SANDRA JOST | ||||||||||
| TRUSTEE | 2.0 | 53.0 | Yes (X) | $0 | $379,214 | $4,082 | ||||
| DAVID ALEXANDER | ||||||||||
| TRUSTEE, CFO PMAH | 2.0 | 53.0 | Yes (X) | $0 | $332,907 | $26,768 | ||||
| SARAH JOHNSON | ||||||||||
| TRUSTEE | 2.0 | 53.0 | Yes (X) | $0 | $302,626 | $25,698 | ||||
| DOUGLAS W RINEHART | ||||||||||
| FORMER OFFICER | 0.0 | 55.0 | $0 | $282,463 | $35,450 | Yes (X) | ||||
| KRISTINA ARMITAGE BURKE | ||||||||||
| AGENCY DIRECTOR-HOME HEALTH | 55.0 | 0.0 | $184,755 | $0 | $34,695 | Yes (X) | ||||
| KATHRYN WEINRICH | ||||||||||
| FORMER OFFICER | 0.0 | 55.0 | $0 | $192,931 | $22,324 | Yes (X) | ||||
| CHARMAINE S ROCHESTER | ||||||||||
| FORMER OFFICER | 2.0 | 53.0 | $0 | $165,812 | $46,645 | Yes (X) | ||||
| AMANDA J SHAW | ||||||||||
| OFFICER | 2.0 | 53.0 | Yes (X) | Yes (X) | $0 | $125,282 | $31,732 | |||
| DANIEL S BURKHART | ||||||||||
| PHYSICAL THERAPIST | 55.0 | 0.0 | $105,923 | $0 | $35,291 | Yes (X) | ||||
| RACHEL HERTZOG | ||||||||||
| HOME CARE RN | 55.0 | 0.0 | $105,794 | $0 | $25,426 | Yes (X) | ||||
| KENNETH W FOX | ||||||||||
| PHYSICAL THERAPIST | 55.0 | 0.0 | $117,791 | $0 | $6,415 | Yes (X) | ||||
| ANDREA WOLF | ||||||||||
| PHYSICAL THERAPIST | 55.0 | 0.0 | $97,460 | $0 | $26,687 | Yes (X) | ||||
| CARLA CHERRY | ||||||||||
| DIRECTOR QUALITY, COMPLIANCE | 55.0 | 0.0 | $102,213 | $0 | $14,512 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $713,936 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,903,663 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $840,521 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SIMITREE HEALTHCARE CONSULTING | PersonNm |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 CONTINENTAL DRIVE | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MEDICAL CODING SRVCS | ServicesDesc |
| Compensation | $183,438 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $680 | FederatedCampaignsAmt |
| All Other Contributions | $352 | AllOtherContributionsAmt |
| Total Contributions | $1,032 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOME HEALTH CARE MEDICARE REVENUE | 621610 | $4,617,050 | $4,617,050 |
| HOME HEALTH CARE OTHER PAYERS | 621610 | $5,816,361 | $5,816,361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,433,411 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,114 | TotalRevenueColumnAmt |
| Exclusion | $7,114 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC OPERATING REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,657 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,657 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,657 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,446,214 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,438,068 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,114 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,330 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $167,330 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,758,818 | TotalAmt |
| Program Services | $5,906,878 | ProgramServicesAmt |
| Management And General | $1,851,940 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,134 | TotalAmt |
| Program Services | $261,083 | ProgramServicesAmt |
| Management And General | $86,051 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,247,161 | TotalAmt |
| Program Services | $937,025 | ProgramServicesAmt |
| Management And General | $310,136 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $579,000 | TotalAmt |
| Program Services | $435,471 | ProgramServicesAmt |
| Management And General | $143,529 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $398,177 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $398,177 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,702 | TotalAmt |
| Program Services | $262,532 | ProgramServicesAmt |
| Management And General | $15,170 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,478 | TotalAmt |
| Program Services | $28,401 | ProgramServicesAmt |
| Management And General | $22,077 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,475 | TotalAmt |
| Program Services | $165,053 | ProgramServicesAmt |
| Management And General | $3,422 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,271 | TotalAmt |
| Program Services | $103,698 | ProgramServicesAmt |
| Management And General | $213,573 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,790 | TotalAmt |
| Program Services | $291,082 | ProgramServicesAmt |
| Management And General | $1,708 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,897 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,897 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,395 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $6,395 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES-HOME CARE | $79,031 | $79,031 | $0 | $0 |
| MED/SURGICAL SUPPLIES | $78,027 | $78,027 | $0 | $0 |
| RECRUITING EXPENSES | $5,780 | $5,780 | $0 | $0 |
| INFORM/EDUCATION RESOURCES | $211 | $211 | $0 | $0 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,775,677 | TotalAmt |
| Program Services | $8,554,272 | ProgramServicesAmt |
| Management And General | $3,221,405 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230 | BOYAmt |
| EOY | $250 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,507,332 | BOYAmt |
| EOY | $271,483 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,204,060 | BOYAmt |
| EOY | $1,030,344 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,733 | BOYAmt |
| EOY | $14,680 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,800,110 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,787,503 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,505 | BOYAmt |
| EOY | $12,607 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,678 | BOYAmt |
| EOY | $128,319 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,274 | BOYAmt |
| EOY | $306,935 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,095,812 | BOYAmt |
| EOY | $1,764,618 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,306,489 | BOYAmt |
| EOY | $995,349 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,835 | BOYAmt |
| EOY | $76,262 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $157,085 | BOYAmt |
| EOY | $407,265 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,498,409 | BOYAmt |
| EOY | $1,478,876 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,359,448 | BOYAmt |
| EOY | $42,784 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,955 | BOYAmt |
| EOY | $242,958 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,403 | BOYAmt |
| EOY | $285,742 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,095,812 | BOYAmt |
| EOY | $1,764,618 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,329,463 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,981 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $12,821 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,715 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,823 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,694 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,032 | CurrentTaxYearAmt |
| Total | $14,269 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,228,669 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,881,548 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,385,977 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,106,862 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,433,411 | CurrentTaxYearAmt |
| Total | $59,036,467 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,233,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,884,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,389,982 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,108,556 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,434,443 | CurrentTaxYearAmt |
| Total | $59,050,736 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $59,050,736 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,844 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,114 | CurrentTaxYearAmt |
| Total | $85,338 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $62,587 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,123 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,844 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,670 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,114 | CurrentTaxYearAmt |
| Total | $85,338 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,610 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,926 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $89,940 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,657 | CurrentTaxYearAmt |
| Total | $130,328 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,317,581 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,902,420 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,400,021 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,200,166 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,446,214 | CurrentTaxYearAmt |
| Total | $59,266,402 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99636 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99610 | PublicSupportPY509Pct |
| Investment Income CY | 0.00144 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00207 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
| Facts And Circumstances Test | AFFILIA HOME HEALTH IS A COMMUNITY SERVICE ORGANIZATION THAT PROVIDES COMPREHENSIVE HOME HEALTH CARE TO PEOPLE OF ALL AGES IN THE LANCASTER, BERKS, CHESTER, SCHUYKILL, AND DAUPHIN COUNTIES OF PENNSYLVANIA AND THEIR SURROUNDING AREAS, REGARDLESS OF THEIR ABILITY TO PAY. AFFILIA HOME HEALTH PROVIDES SKILLED NURSING, THERAPY, MEDICAL SOCIAL SERVICES, AND HOME HEALTH AID SERVICES. FOR THE FISCAL YEAR ENDED JUNE 30, 2023, 36% OF OUR SERVICES PROVIDED WERE SPECIFICALLY PROVIDED TO TRADITIONAL MEDICARE AND MEDICAID PATIENTS. | FactsAndCircumstancesTestTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,933 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $7,804 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $54,737 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,933 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $46,933 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,933 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $0 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $46,933 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,922 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $11 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $46,933 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,315 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,393 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $46,922 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.70000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.30000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,800,110 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,787,503 | DepreciationAmt |
| Book Value | $12,607 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $12,607 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| PERPETUAL TRUST | $191,107 |
| MISC RECIEVABLE-INTER/PR | -$263 |
| MISC RECEIVABLE-EMPLOYEE | $31,000 |
| UNDISTRIBUTED-PATIENT REMIT | -$755 |
| MISC RECEIVABLE-OTHER | $12,949 |
| DUE FROM AFFILIATES | $72,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $306,935 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| IBNR WORKER'S COMPENSATION | $46,483 |
| DUE TO AFFILIATES | $358,514 |
| UNPAID PATIENT REFUNDS | $2,268 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $407,265 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | INTENDED USES OF ENDOWMENT FUNDS THE INTENDED USE OF ENDOWMENT FUNDS HELD BY AFFILIA HOME HEALTH ARE TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE OF PROVIDING COMPREHENSIVE HOME HEALTHCARE, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. ------------------------------ |
| SCHEDULE D, PART X, LINE 2 | TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2023 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO ITHE CONSOLIDATED FINANCIAL STATEMENTS. ----------------------- |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TAMMY L OBER | ||||||||||||||
| FORMER OFFICER | $0 | $294,345 | $0 | $64,050 | $0 | $7,207 | $0 | $60,989 | $0 | $36,687 | $0 | $463,278 | $0 | $0 |
| MARGARET F COSTELLA ESQ | ||||||||||||||
| FORMER OFFICER | $0 | $353,747 | $0 | $89,408 | $0 | $7,554 | $0 | $120,583 | $0 | $5,173 | $0 | $576,465 | $0 | $0 |
| DOUGLAS W RINEHART | ||||||||||||||
| FORMER OFFICER | $0 | $230,264 | $0 | $37,176 | $0 | $15,023 | $0 | $14,039 | $0 | $21,411 | $0 | $317,913 | $0 | $0 |
| KRISTINA ARMITAGE BURKE | ||||||||||||||
| AGENCY DIRECTOR-HOME HEALTH | $158,879 | $0 | $8,451 | $0 | $17,425 | $0 | $9,372 | $0 | $25,323 | $0 | $219,450 | $0 | $0 | $0 |
| CHARMAINE S ROCHESTER | ||||||||||||||
| FORMER OFFICER | $0 | $157,989 | $0 | $0 | $0 | $7,823 | $0 | $38,762 | $0 | $7,883 | $0 | $212,457 | $0 | $0 |
| KATHRYN WEINRICH | ||||||||||||||
| FORMER OFFICER | $0 | $189,371 | $0 | $1,000 | $0 | $2,560 | $0 | $9,770 | $0 | $12,554 | $0 | $215,255 | $0 | $0 |
| AMANDA J SHAW | ||||||||||||||
| OFFICER | $0 | $123,921 | $0 | $1,000 | $0 | $361 | $0 | $6,614 | $0 | $25,118 | $0 | $157,014 | $0 | $0 |
| DAVID ALEXANDER | ||||||||||||||
| TRUSTEE, CFO PMAH | $0 | $269,177 | $0 | $62,561 | $0 | $1,169 | $0 | $0 | $0 | $26,768 | $0 | $359,675 | $0 | $0 |
| JOAN DOYLE | ||||||||||||||
| TRUSTEE | $0 | $356,586 | $0 | $155,875 | $0 | $76,666 | $0 | $53,100 | $0 | $18,220 | $0 | $660,447 | $0 | $0 |
| KEITH KASPER | ||||||||||||||
| TRUSTEE/CHAIRPERSON | $0 | $983,067 | $0 | $422,785 | $0 | $311,138 | $0 | $185,400 | $0 | $24,644 | $0 | $1,927,034 | $0 | $275,942 |
| SANDRA JOST | ||||||||||||||
| TRUSTEE | $0 | $303,228 | $0 | $74,654 | $0 | $1,332 | $0 | $0 | $0 | $4,082 | $0 | $383,296 | $0 | $0 |
| SARAH JOHNSON | ||||||||||||||
| TRUSTEE | $0 | $241,935 | $0 | $60,333 | $0 | $358 | $0 | $0 | $0 | $25,698 | $0 | $328,324 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | COMPENSATION AFFILIA HOME HEALTH FOLLOWS THE COMPENSATION PROCESS OF LANCASTER GENERAL HEALTH, THE MANAGING MEMBER. MARKET DATA FOR BASE SALARY, TOTAL CASH COMPENSATION AND TOTAL COMPENSATION IS PROVIDED BY AN INDEPENDENT THIRD PARTY TO THE COMPENSATION DEPARTMENT AND REFLECTS A MARKET BASKET OF SIMILARLY SIZED ORGANIZATIONS WITH COMPARABLE POSITIONS. ------------------------------ |
| SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE LANCASTER GENERAL HEALTH SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: COSTELLA, MARGARET F. NO DISTRIBUTION OBER, TAMMY L. NO DISTRIBUTION ------------------------------ |
| SCHEDULE J, PART I, LINE 7 | NON-FIXED PAYMENTS AFFILIA HOME HEALTH PARTICIPATES IN THE LANCASTER GENERAL HEALTH ANNUAL INCENTIVE PLAN (THE PLAN). THE PURPOSE OF THE PLAN IS TO REINFORCE STRATEGIC PERFORMANCE PRIORITIES FOR SENIOR MANAGEMENT AND MANAGEMENT EMPLOYEES AND TO ENCOURAGE THE HIGHEST LEVEL OF PERFORMANCE IN THE DELIVERY OF HEALTH CARE SERVICES. AS A REWARD FOR EMPLOYEES' CONTRIBUTIONS TO LANCASTER GENERAL HEALTH'S SUCCESS, THE PLAN PROVIDES THE OPPORTUNITY TO EARN MEANINGFUL INCENTIVE COMPENSATION BASED ON THE PERFORMANCE OF LANCASTER GENERAL HEALTH AND THE INDIVIDUAL PARTICIPANTS. SPECIFICALLY, THE PLAN IS DESIGNED TO: *FOCUS PARTICIPANTS ON THE ACHIEVEMENT OF ORGANIZATION GOALS RELATED TO PEOPLE, SERVICE, QUALITY/SAFETY, FINANCIAL AND GROWTH; *PROMOTE AND FOSTER A TEAM ORIENTED CULTURE;*STRENGTHEN LANCASTER GENERAL HEALTH'S ABILITY TO ATTRACT AND RETAIN SUPERIOR TALENT, RECOGNIZE AND REWARD ACCOMPLISHMENTS THAT CLEARLY ADVANCE THE ORGANIZATION'S MISSION, AND DRIVE STRATEGIES; *PROVIDE INCENTIVE AWARDS THAT CAN BE ADJUSTED ANNUALLY FOR DIFFERENT BUSINESS CONDITIONS AND BUSINESS PLAN PRIORITIES WITHOUT CHANGING BASIC DESIGN FEATURES OF THE PLAN; AND *PROVIDE ANNUAL INCENTIVE OPPORTUNITIES WITH DUE CONSIDERATION TO THE REQUIREMENTS OF THE INTERMEDIATE SANCTIONS LAW AND THE REGULATIONS THERE UNDER. ------------------------------ |
| SCHEDULE J, PART 1, LINE 4A | SEVERANCE AND CHANGE OF CONTROL PAYMENTS NO INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2023 CALENDAR YEAR. ------------------------------ |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | DELEGATION OF MANAGEMENT DUTIES LANCASTER GENERAL HEALTH (EIN 23-2250941) AND LANCASTER GENERAL HOSPITAL EIN (23-1365353) PROVIDE MANAGEMENT SERVICES TO AFFILIA HOME HEALTH. SUCH SERVICES INCLUDE, BUT ARE NOT LIMITED TO: ACCOUNTING, HUMAN RESOURCES, INFORMATION TECHNOLOGY, AND COURIER SERVICES. ------------------------------- |
| FORM 990, PART VI, SECTION A, LINE 6 | CLASSES OF MEMBER OR STOCKHOLDERS THE SOLE MEMBER OF THE CORPORATION IS LANCASTER GENERAL HEALTH. THE SOLE MEMBER MAY INITIATE AND IMPLEMENT ANY PROPOSAL WITH RESPECT TO ANY OF THE FOLLOWING; AMENDMENT OF CHARTER, CERTIFICATE OF ARTICLES OF INCORPORATION OR BYLAWS; SALE, PURCHASE, LEASE OR ENCUMBRANCE WITH DEBT; THE TRANSFER OF ANY ASSETS OF THE CORPORATION, EXCLUDING EQUIPMENT; ELECTION OR REMOVAL OF THE BOARD OF TRUSTEEES OF THE CORPORATION; THE APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; THE APPROVAL OF INVESTMENT ADVISORS, OUTSIDE LEGAL COUNSEL, AND AUDITORS OF THE CORPORATION; AND THE APPROVAL OF NON-BUDGETED EXPENDITURES. ------------------------------ |
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY LANCASTER GENERAL HEALTH ELECTS THE BOARD OF TRUSTEES OF AFFILIA HOME HEALTH. ------------------------------ |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS THE SOLE MEMBER OF LANCASTER GENERAL HOSPITAL IS LANCASTER GENERAL HEALTH. THE SOLE MEMBER MAY INITIATE AND IMPLEMENT ANY PROPOSAL WITH RESPECT TO ANY OF THE FOLLOWING; AMENDMENT OF CHARTER, CERTIFICATE OF ARTICLES OF INCORPORATION OR BYLAWS; SALE, PURCHASE, LEASE OR ENCUMBRANCE WITH DEBT; THE TRANSFER OF ANY ASSETS OF THE CORPORATION, EXCLUDING EQUIPMENT; ELECTION OR REMOVAL OF THE BOARD OF TRUSTEES OF THE CORPORATION; THE APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; THE APPROVAL OF INVESTMENT ADVISORS, OUTSIDE LEGAL COUNSEL, AND AUDITORS OF THE CORPORATION; AND THE APPROVAL OF NON-BUDGETED EXPENDITURES. ------------------------------ |
| FORM 990, PART VI, SECTION A, LINE 9 | INTERESTED PERSON NOT AT ORGANIZATION'S ADDRESS BOARD MEMBERS DAVID ALEXANDER, JOAN DOYLE, SANDRA JOST AND SARAH JOHNSON CAN BE REACHED AT: PENN MEDICINE AT HOME, 150 MONUMENT ROAD, BALA CYNWYD, PA 19004. BOARD MEMBER KEITH KASPER CAN BE REACHED AT: THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA, 3451 WALNUT STREET, PHILADELPHIA, PA 19104. ------------------------------- |
| FORM 990, PART VI, SECTION B, LINE 11B | REVIEW OF FORM 990 BY GOVERNING BODY INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED AND THE RETURN WAS PREPARED BY FINANCE STAFF. THE CONTROLLER AND SELECT MEMBERS OF HTE FINANCE MANAGEMENT TEAM REVIEWED THE COMPLETED FORM 990. IT WAS THEN PROVIDED TO PWC US TAX LLP FOR THEIR REVIEW. IN ADDITION, THE MEMBERS OF THE GOVERNING BODY WERE GIVEN THE OPPORTUNITY TO VIEW THE 990 ONLINE VIA THE BOARD PORTAL SYSTEM PRIOR TO THE FILING. ------------------------------- |
| FORM 990, PART VI, SECTION B, LINES 15A & 15B | PROCESS TO ESTABLISH COMP OF TOP MANAGEMENT THE FOLLOWING PRACTICES OCCUR IN REGARD TO THE REVIEW AND APPROVAL OF COMPENSATION FOR THE AGENCY DIRECTOR OF AFFILIA HOME HEALTH: AN INDEPENDENT BOARD REVIEWS COMPARATIVE MARKET DATA FOR SIMILARLY SIZED ORGANIZATIONS AS PROVIDED BY A THIRD PARTY CONSULTANT PRIOR TO TAKING ACTION ON ANY COMPENSATION DECISIONS. MINUTES OF THESE PROCEEDINGS ARE DOCUMENTED FOR FUTURE REFERENCE AND BOARD APPROVAL OCCURS BEFORE DECISIONS ARE IMPLEMENTED. THE POSITION OF AGENCY DIRECTOR IS THE ONLY POSITION CONSIDERED TO BE AN EXECUTIVE LEADER, THEREBY FOLLOWING THE PROCESS NOTED ABOVE. ------------------------------- |
| FORM 990, PART VI, SECTION B, LINE 12A | CONFLICT OF INTEREST POLICY IN ORDER TO ASCERTAIN AND EVALUATE ACTUAL OR POTENTIAL CONFLICTS, CERTAIN INTERESTED PERSONS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT UPON ENTERING EMPLOYMENT OR BECOMING A TRUSTEE OF LANCASTER GENERAL HEALTH OR AN AFFILIATE, AND OTHERS ARE ALSO REQUIRED TO FILL OUT SUCH A STATEMENT ON AN ANNUAL BASIS. IN ADDITION TO THIS REQUIREMENT, ALL OFFICERS AND TRUSTEES, REGARDLESS OF WHETHER OR NOT THEY HAVE FILLED OUT OR HAVE BEEN ASKED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT, HAVE AN ONGOING AFFIRMATIVE DUTY TO BRING TO THE ATTENTION OF LANCASTER GENERAL HEALTH, SITUATIONS WHICH MAY GIVE RISE TO AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS DESCRIBED IN THE POLICY. ------------------------------ |
| FORM 990, PART VI, SECTION B, LINE 14 | DOCUMENT RETENTION AND DESTRUCTION POLICY THE ORGANIZATION HAS THE POLICIES AND PROCEDURES IN PLACE AS MENTIONED IN FORM 990, PART VI, LINE 14. HOWEVER, THEY ARE NOT CURRENTLY APPROVED B THE GOVERNING BOARD. ------------------------------ |
| FORM 990, PART VI, SECTION C, LINE 19 | REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC AFFILIA HOME HEALTH DOES NOT MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC, AS THEY ARE REQUIRED TO BE INCLUDED WITH FORM 990, SCHEDULE H. ------------------------------- |
| FORM 990, PART VII, SECTION A | COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES THE AFFILIA HOME HEALTH BOARD TERM RUNS JULY 1 TO JUNE 30. THE FOLLOWING INDIVIDUALS LISTED ON PART VII, SECTION A EITHER STARTED OR TERMED DURING THE JUNE 30, 2023 FISCAL YEAR: KATHRYN WEINRCH (TERMED) 3/29/2023 THE HOURS NOTED IN COLUMN (B) RELATE TO THE HOURS DEDICATED TO THE FILING ORGANIZATION AND/OR TO OTHER ORGANIZATIONS WITHIN THE LANCASTER GENERAL HEALTH SYSTEM. THE HOURS DISCLOSED RELATE TO TIME SERVED ON A BOARD AND/OR FOR SERVICES PROVIDED RESULTING IN COMPENSATION PAID. MEMBERS OF THE BOARD ARE NOT COMPENSATED FOR THEIR POSITION ON THE BOARD. COMPENSATION DISCLOSED RELATES TO OTHER SERVICES PERFORMED. ------------------------------- |
| FORM 990, PART XI, LINE 9 | DETAIL OF OTHER CHANGES IN NET ASSETS PERPETUAL TRUST- AMOUNT $ 12,821 ------------ TOTAL $ 12,821 ------------------------------- |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (44 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE LEONARD AND MADLYN ABRAMSON INST | ||||||||||
| 421 CURIE BLVD 450 BRB 11/111 | PHILADELPHIA | PA | 19104 | 232929823 | MED RESEARCH | PA | 501(C)(3) | 4 | NA | false |
| CARL V S PATTERSON 19 UN OF PA | ||||||||||
| C/O PNC BANK 620 LIBERTY AVE 10FL | PITTSBURGH | PA | 15222 | 236415355 | SUPPORT TRUST | PA | 4947(A)(1) | N/A | NA | false |
| CHESTER COUNTY HOSPITAL & HEALTH SYSTEM | ||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 264233321 | MGMT SRVCS | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| CLINICAL CARE ASSOCIATES OF UPHS | ||||||||||
| 250 KING OF PRUSSIA RD 4TH FL | RADNOR | PA | 19087 | 232729852 | HEALTHCARE | PA | 501(c)(3) | 10 | TRUSTEES | false |
| LANCASTER GENERAL HEALTH | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 232250941 | SUPPORT ORG | PA | 501(C)(3) | 12, II | TRUSTEES | false |
| LANCASTER GENERAL HEALTH COLUMBIA CENTER | ||||||||||
| 306 NORTH 7TH STREET | COLUMBIA | PA | 17512 | 230485650 | FACILITY MGMT | PA | 501(C)(3) | 3 | LG HOSPITAL | false |
| LANCASTER GENERAL HEALTH FOUNDATION | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 205767147 | FUNDRAISING | PA | 501(C)(3) | 7 | NA | false |
| LANCASTER GENERAL HEALTH HOLDINGS | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 204943109 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | false |
| LANCASTER GENERAL HOSPITAL | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 231365353 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | false |
| LANCASTER GENERAL MEDICAL GROUP | ||||||||||
| 1097 COMMERCIAL AVE | EAST PETERSBURG | PA | 17520 | 232777286 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | false |
| MORRIS EST LYDIA T DECD TW | ||||||||||
| 6325 S Rainbow Blvd Ste 300 | LAS VEGAS | NV | 89118 | 236210940 | SUPPORT TRUST | PA | 501(C)(3) | 12, III-FI | NA | false |
| NEIGHBORHOOD HEALTH AGENCIES INC | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232324782 | NURSING | PA | 501(C)(3) | 12, I | CCH&HS | false |
| NEIGHBORHOOD LEAGUE HEALTH SERVICES | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232324787 | HEALTH SRVCS | PA | 501(C)(3) | 10 | CCH&HS | false |
| NEIGHBORHOOD VISITING NURSE ASSOCIATION | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 231352243 | NURSING | PA | 501(C)(3) | 7 | CCH&HS | false |
| OAP INC | ||||||||||
| 3451 WALNUT STREET ROOM 748 | PHILADELPHIA | PA | 19104 | 231986931 | SUPPORT ORG | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| PENN CENTER FOR REHAB AND CARE | ||||||||||
| 3609 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | 232422635 | HEALTHCARE | PA | 501(C)(3) | 3 | PMC | false |
| PENN CLUB OF NEW YORK INC | ||||||||||
| 30 WEST 44TH STREET | NEW YORK | NY | 10036 | 232726687 | CLUB | NY | 501(c)(7) | N/A | NA | false |
| PENN PRAXIS INC | ||||||||||
| 210 SOUTH 34TH STREET | PHILADELPHIA | PA | 19104 | 752974931 | SUPPORT ORG | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| PENN PRESS INC | ||||||||||
| 3905 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 231876142 | PUBLISHING | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| PENNSYLVANIA COLLEGE OF HEALTH SCIENCES | ||||||||||
| 850 GREENFIELD ROAD | LANCASTER | PA | 17601 | 061645496 | HEALTH EDU | PA | 501(C)(3) | 2 | LG HOSPITAL | false |
| PENNSYLVANIA HOSPITAL OF UPHS | ||||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 311538725 | HEALTHCARE | PA | 501(C)(3) | 3 | TRUSTEES | false |
| PGH DEVELOPMENT CORP | ||||||||||
| 426 CURIE BLVD | PHILADELPHIA | PA | 19104 | 232351015 | SUPPORT ORG | PA | 501(C)(3) | 12, I | NA | false |
| PHOENIXVILLE HOSPITAL OF UPHS | ||||||||||
| 3001 MARKET STREET 3RD FLOOR | PHILADELPHIA | PA | 19104 | 232901089 | SUPPORT ORG | PA | 501(C)(3) | 3 | TRUSTEES | false |
| PRESBYTERIAN MEDICAL CENTER OF UPHS | ||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232810852 | HEALTHCARE | PA | 501(C)(3) | 3 | TRUSTEES | false |
| THE ASC TRUST OF THE UNIV OF PA | ||||||||||
| 1500 MARKET ST STE 3500E | PHILADELPHIA | PA | 19102 | 810550464 | BUS. TRUST | PA | 501(C)(3) | 8 | NA | false |
| CHESTER COUNTY HOSPITAL | ||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 230469150 | HEALTHCARE | PA | 501(C)(3) | 3 | CCH&HS | false |
| TRUSTEES OF THE UNIVERSITY OF PENN | ||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19104 | 231352685 | EDUCATION | PA | 501(C)(3) | 2 | NA | false |
| UNIVERSITY CITY ASSOCIATES INC | ||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 233021159 | SUPPORT ORG | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| UNIVERSITY CLUB AT PENN INC | ||||||||||
| 3611 WALNUT STREET | PHILADELPHIA | PA | 19104 | 236299508 | FAC. CLUB | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| UPENN INTERNATIONAL | ||||||||||
| 3451 WALNUT STREET SUITE 731 | PHILADELPHIA | PA | 19104 | 454985731 | SUPPORT ORG | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| UPENN MASTER RETIREMENT TRUST | ||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19104 | 043574136 | RETIRE TRUST | PA | 501(A) | N/A | TRUSTEES | false |
| UPENN RETIREE BENEFITS TRUST | ||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 232769744 | BENEFITS | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| WISSAHICKON HOSPICE OF UPHS | ||||||||||
| 150 MONUMENT ROAD SUITE 300 | BALA CYNWYD | PA | 19004 | 232152662 | HOSPICE CARE | PA | 501(c)(3) | 10 | TRUSTEES | false |
| WOMEN'S AND CHILDREN'S HEALTH SERVICES | ||||||||||
| 700 SPRUCE STREET | PHILADELPHIA | PA | 19106 | 232248956 | HEALTHCARE | PA | 501(c)(3) | 3 | PA HOSPITAL | false |
| PRINCETON HEALTHCARE SYSTEM | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 210635009 | HEALTHCARE | NJ | 501(C)(3) | 3 | PHCS HOLDING | false |
| PRINCETON HEALTHCARE SYSTEM FDN INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 222225911 | SUPPORT PHCS | NJ | 501(C)(3) | 7 | PHCS HOLDING | false |
| PRINCETON HEALTHCARE SYSTEM HOLDING INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223493256 | SUPPORT ORG | NJ | 501(C)(3) | 12,I | TRUSTEES | false |
| PRINCETON MEDICAL PROPERTIES INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 220022702 | REAL ESTATE | NJ | 501(C)(2) | N/A | PHCS HOLDING | false |
| PRINCETON CAREGIVERS INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 222842773 | HOMECARE SVCS | NJ | 501(C)(3) | 3 | PHCS HOLDING | false |
| PRINCETON HEALTHCARE AFFILIATED PHYS PC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 264203938 | HLTHCARE SVCS | NJ | 501(C)(3) | 10 | PCHS HOLDING | false |
| HAJOCA 3025 INC | ||||||||||
| 3451 WALNUT STREET ROOM 737 | PHILADELPHIA | PA | 19104 | 843379653 | SUPPORT ORG | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| LAISE CA TUW FBO UNIV OF PENN | ||||||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | 823434615 | SUPPORT TRUST | PA | 4947(A)(1) | N/A | NA | false |
| PENN MEDICINE-PMA | ||||||||||
| 5 ATRIUM 3400 CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | 863800365 | HEALTHCARE | PA | 501(C)(3) | 10 | CCA | false |
| THE HEART GROUP OF LANCASTER GEN HEALTH | ||||||||||
| 217 HARRISBURG AVENUE | LANCASTER | PA | 17603 | 300634510 | CARDIOLOGY | PA | 501(C)(3) | 3 | LG HEALTH | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (28 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | General Or Managing PartnerGeneralOrManagingPartnerInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PDCP 1740 FUND LP | ||||||||||||||
| 311 S WACKER DRIVE STE 2620 | CHICAGO | IL | 60601 | 320472404 | INVESTMENT | IL | NA | false | ||||||
| DVG 1740 FUND LP | ||||||||||||||
| ONE FAWCETT PLACE | GREENWICH | CT | 06830 | 800961539 | INVESTMENT | CT | NA | false | ||||||
| EAST MARSHALL STREET PARTNERSHIP LP | ||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232902742 | INVESTMENT | PA | NA | false | ||||||
| FERN HILL PARTNERSHIP III LP | ||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 300409614 | RENTAL | PA | NA | false | ||||||
| FERN HILL LLC | ||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 233005147 | RENTAL | PA | NA | false | ||||||
| GALLOPAVO LP | ||||||||||||||
| 2000 McKINNEY AVE STE 2125 | DALLAS | TX | 75201 | 464621967 | INVESTMENT | TX | NA | false | ||||||
| LANCASTER PET PARTNERSHIP LLP | ||||||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 233102793 | MEDICAL SERVICES | PA | NA | false | ||||||
| LG HEALTH COMMUNITY CARE COLLABORATIVE | ||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 455542179 | ACO | PA | NA | false | ||||||
| KINGSTOWN 1740 FUND LP | ||||||||||||||
| 167 MADISON AVE ST 205 1033 | NEW YORK | NY | 10016 | 843119908 | INVESTMENT | NY | NA | false | ||||||
| MRI GROUP LLP | ||||||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 331011386 | MEDICAL SERVICES | PA | NA | false | ||||||
| NEIGHBRHD PRES & DEV FUND LP | ||||||||||||||
| 240 NEW YORK DR STE 1 | FORT WASHINGTON | PA | 19034 | 233037919 | RENTAL | PA | NA | false | ||||||
| OAKLANDS WAY MEDICAL BUILDING ASSOCIATES | ||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 830490251 | RENTAL | PA | NA | false | ||||||
| SRP INVESTORS FUND A LP | ||||||||||||||
| 2001 ROSS AVE SUITE 400 | DALLAS | TX | 75201 | 611748291 | INVESTMENT | TX | NA | false | ||||||
| JOG V C LIMITED PARTNERSHIP | ||||||||||||||
| INVESTMENT | NA | false | STE 2370 440 2ND AVE SW | CALGARY | AL | CA | T2P5E9 | CA | ||||||
| TURK'S HEAD SURGERY CENTER LLC | ||||||||||||||
| 915 OLD FERN HILL ROAD BLDG B | PHILADELPHIA | PA | 19106 | MEDICAL SERVICES | PA | NA | false | |||||||
| CYRUS 1740 MASTER FUND LP | ||||||||||||||
| 981361754 | INVESTMENT | NA | false | 89 NEXUS WAY CAMANA BAY | GR | CJ | KY1-9009 | CJ | ||||||
| JOG VI C LIMITED PARTNERSHIP | ||||||||||||||
| INVESTMENT | NA | false | STE 2370 440 2ND AVE SW | CALGARY | AL | CA | CA | |||||||
| LG HEALTH COMMUNITY CARE COLLABORATVE II | ||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 823809581 | ACO | PA | NA | false | ||||||
| CYRUS 1740 FUND LP | ||||||||||||||
| 65 E 55TH STREET 35TH FLOOR | NEW YORK | NY | 10022 | 821211542 | INVESTMENT | NY | NA | false | ||||||
| ST-TO RIBBIT OPPORTUNITY V LLC | ||||||||||||||
| 364 UNIVERSITY AVENUE | PALO ALTO | CA | 94301 | 841814102 | INVESTMENT | CA | NA | false | ||||||
| UNIVERSA BLACK SWAN PROTECTION PROTOCOL | ||||||||||||||
| 2601 S BAYSHORE DR SUITE 2030 | MIAMI | FL | 33133 | 852143048 | INVESTMENT | FL | NA | false | ||||||
| AXIS UKA GP LLC | ||||||||||||||
| 240 NEW YORK DRIVE SUITE 1 | FORT WASHINGTON | PA | 19034 | 273617178 | INVESTMENT | PA | NA | false | ||||||
| LIFT REAL ESTATE PARTNERS FUND II LP | ||||||||||||||
| 180 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94104 | 844983190 | INVESTMENT | CA | NA | false | ||||||
| BEXP II (PARALLEL) LP | ||||||||||||||
| 5914 W COURTYARD DRIVE | AUSTIN | TX | 78730 | 873188834 | INVESTMENT | TX | NA | false | ||||||
| FORERUNNER BUILDERS F-G LP | ||||||||||||||
| ONE LETTERMAN DR BLDG C SUITE C5 | SAN FRANCISCO | CA | 94129 | 873427543 | INVESTMENT | CA | NA | false | ||||||
| GCM CARRIAGE SPV LP | ||||||||||||||
| 250 WEST 55TH STREET 36TH FLOOR | NEW YORK | NY | 10019 | 872075062 | INVESTMENT | NY | NA | false | ||||||
| INITIALIZED CBH SPV LLC | ||||||||||||||
| 464 TEHAMA STREET | SAN FRANCISCO | CA | 94103 | 871123527 | INVESTMENT | CA | NA | false | ||||||
| SAILINGSTONE GLOBAL NATURAL RESOURCES | ||||||||||||||
| 100 WAUGH DRIVE SUITE 600 | HOUSTON | TX | 77007 | 371770014 | INVESTMENT | TX | NA | false | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLINICAL HEALTH CARE ASSOC OF NJ PC | |||||||||||||||
| 250 KING OF PRUSSIA RD 4TH FL | RADNOR | PA | 19087 | 232865181 | PHYS MGMT | PA | CCA | C-CORP | false | ||||||
| DELANCEY CORPORATION | |||||||||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19106 | 232060159 | RENTAL | PA | PA HOSPITAL | C-CORP | false | ||||||
| FRANKLIN CASUALTY INSURANCE CO | |||||||||||||||
| PO BOX 530 | BURLINGTON | VT | 05402 | 043378984 | INSURANCE | VT | TRUSTEES | C-CORP | false | ||||||
| LANCASTER GENERAL INSURANCE COMPANY | |||||||||||||||
| 980176655 | INSURANCE | LG HEALTH | C-CORP | false | PO BOX 1109 GT | GRAND CAYMAN | GRAND CAYMAN | CJ | KYI-1102 | CJ | |||||
| LANCASTER GENERAL SERVICES INC | |||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 232250128 | PROPERTY SVCS | PA | LG HEALTH | C CORP | false | ||||||
| NAYA 1740 FUND LTD | |||||||||||||||
| INVESTMENTS | TRUSTEES | C-CORP | false | PO BOX 309 | UGLAND HOUSE | GRAND CAYMAN | CJ | KY1-1104 | CJ | ||||||
| PENN WHARTON CONSULTING (BEIJING) CO LTD | |||||||||||||||
| BUS. CONSULTING | UPENN INT'L | C-CORP | false | CHINA WORLD TOWER 1 14F | CHAOYANG DIST | BEIJING | CH | 100004 | CH | ||||||
| UPENN HOSPITALITY INC | |||||||||||||||
| 3401 WALNUT STREET SUITE 440A | PHILADELPHIA | PA | 19104 | 233076589 | HOTEL/RESTAURANT | PA | TRUSTEES | C-CORP | false | ||||||
| QUAKER INSURANCE COMPANY LTD | |||||||||||||||
| 300708282 | SELF-INSURANCE | TRUSTEES | C-CORP | false | VICTORIA STREET PO BOX HM 1826 | VICTORIA HALL | BD | HM HX | BD | ||||||
| THE PAM 1740 FUND LTD | |||||||||||||||
| INVESTMENTS | TRUSTEES | C-CORP | false | PO BOX 309 | UGLAND HOUSE | GRAND CAYMAN | CJ | KYI-1104 | CJ | ||||||
| TURK'S HEAD HEALTH SERVICES INC | |||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232329753 | MEDICAL SERVICES | PA | CCH&HS | C-CORP | false | ||||||
| LANCASTER GENERAL 457 DEFERRED COMP PLAN | |||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 232250941 | TRUST | PA | LG HEALTH | TRUST | false | ||||||
| ACRM 1740 FUND LTD | |||||||||||||||
| INVESTMENTS | TRUSTEES | C-CORP | false | 27 HOSPITAL ROAD | GRAND CAYMAN | CJ | KY1-9008 | CJ | |||||||
| PRINCETON HEALTH INC & SUBS | |||||||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223450093 | MEDICAL SERVICES | NJ | PHCS HOLDING | C-CORP | false | ||||||
| PHI PHARMACY INC | |||||||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223467899 | INACTIVE | NJ | PHCS HOLDING | C-CORP | false | ||||||
| CIRCLE MEDICAL ASSURANCE CO | |||||||||||||||
| 2929 WALNUT STREET SUITE 460 | PHILADELPHIA | PA | 19104 | 833556286 | INSURANCE | PA | TRUSTEES | C-CORP | |||||||
| PENN MEDICINE LONDON LIMITED | |||||||||||||||
| NETWORKING | UPENN INT'L | LIMITED COMPANY | false | VISTRA SUITE 2 FIRST FLOOR | TEMPLE BACK | BRISTOL | UK | BS1 6FL | UK | ||||||
| CYRUS 1740 FUND LTD | |||||||||||||||
| 981361907 | INVESTMENTS | TRUSTEES | LIMITED COMPANY | false | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CAYMAN ISLANDS | CJ | CJ | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 2 | FormAndLineReferenceDesc |
| Explanation | TRANSACTIONS WITH RELATED ORGANIZATIONS ALL ARRANGEMENTS ARE NEGOTIATED AT ARM'S LENGTH AND FOR FAIR VALUE IN COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. AFFILIATES PERFORM INTER-COMPANY TRANSACTIONS AS PART OF THE NORMAL COURSE OF BUSINESS. | ExplanationTxt |
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