PHN CHARITABLE FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PHN CHARITABLE FOUNDATION (EIN 41-2188011)
- Tax period
- 2020-09-01 to 2021-08-31
- Filed
- 2022-07-01
- IRS object ID
- 202221829349300142
- Schema version
- 2020v4.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-07-01T14:04:51-05:00 | ReturnTs |
| Tax Period End | 2021-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251622758 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHER DUESSEL CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3003 NORTH FRONT STREET SUITE 101 | AddressLine1Txt |
| City | HARRISBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 412188011 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHN CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHNC | BusinessNameControlTxt |
| Phone | 7249812875 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 PITT STREET | AddressLine1Txt |
| City | SHARON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL A SIZER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7249812875 | PhoneNum |
| Signature | 2022-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CARL | PersonFirstNm |
| Person Last | SIZER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA RITTER | PreparerPersonNm |
| PTIN | P00168809 | PTIN |
| Phone | 7172321230 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CARL A SIZER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 PITT STREET | AddressLine1Txt |
| City | SHARON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,016,107 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PRIMARY-HEALTH.NET | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2006 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE TRANSPORTATION SERVICES TO PATIENTS OF THE PRIMARY HEALTH NETWORK AND ALSO PROVIDE SCHOLARSHIPS TO STUDENTS WHO ARE FURTHERING THEIR EDUCATION IN THE HEALTH FIELD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $116,620 | PYContributionsGrantsAmt |
| CY Contributions Grants | $197,453 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $694,949 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $515,532 | CYProgramServiceRevenueAmt |
| PY Investment Income | $130,948 | PYInvestmentIncomeAmt |
| CY Investment Income | $66,654 | CYInvestmentIncomeAmt |
| PY Other Revenue | $265,662 | PYOtherRevenueAmt |
| CY Other Revenue | $230,962 | CYOtherRevenueAmt |
| PY Total Revenue | $1,208,179 | PYTotalRevenueAmt |
| CY Total Revenue | $1,010,601 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $69,333 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $71,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $442,835 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $390,345 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,614 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $874,315 | PYOtherExpensesAmt |
| CY Other Expenses | $569,280 | CYOtherExpensesAmt |
| PY Total Expenses | $1,386,483 | PYTotalExpensesAmt |
| CY Total Expenses | $1,031,125 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$178,304 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$20,524 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $10,731,333 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,616,960 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $79,864 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $72,451 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,651,469 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,544,509 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE TRANSPORTATION SERVICES TO PATIENTS OF THE PRIMARY HEALTH NETWORK AND ALSO PROVIDE SCHOLARSHIPS TO STUDENTS WHO ARE FURTHERING THEIR EDUCATION IN THE HEALTH FIELD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $824,483 | ExpenseAmt |
| Grant | $71,500 | GrantAmt |
| Revenue | $741,495 | RevenueAmt |
| Desc | TO PROVIDE TRANSPORTATION SERVICES TO PATIENTS OF THE PRIMARY HEALTH NETWORK AND ALSO PROVIDE SCHOLARSHIPS TO STUDENTS WHO ARE FURTHERING THEIR EDUCATION IN THE HEALTH FIELD. | Desc |
| Total Program Service Expenses | $824,483 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | Yes (1) | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | Yes (1) | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FINANCE DEPARTMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7243420126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 118 VINE STREET | AddressLine1Txt |
| City | SHARON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16146 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt |
|---|---|---|---|---|---|---|---|
| DAN BELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JO ANNE CARRICK | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE DICKSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL HILLGROVE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIMOTHY MCGONIGLE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE SWOGGER | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| APRIL TORRENCE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ARTHUR BUDDY WHITE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHERYL GOLDSTONE | |||||||
| DIRECTOR OF PROGRAMS | 39.00 | $0 | $0 | $0 | Yes (X) | ||
| CARL SIZER | |||||||
| CFO | 1.00 | $0 | $108,741 | $17,754 | Yes (X) | 39.00 | |
| THOMAS BURICH | |||||||
| ACTING CEO | 1.00 | $0 | $192,844 | $0 | Yes (X) | 39.00 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $301,585 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $17,754 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $197,453 | AllOtherContributionsAmt |
| Total Contributions | $197,453 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONTRACTED SERVICES | 900099 | $387,893 | $387,893 |
| TRANSPORTATION/COURIER | 900099 | $127,639 | $127,639 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $515,532 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,804 | TotalRevenueColumnAmt |
| Exclusion | $49,804 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $225,963 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $225,963 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $225,963 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $225,963 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,850 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,850 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,850 | TotalRevenueColumnAmt |
| Exclusion | $16,850 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,153 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $5,506 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,647 | TotalRevenueColumnAmt |
| Exclusion | $3,647 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,352 | TotalRevenueColumnAmt |
| Exclusion | $1,352 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,352 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,010,601 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $741,495 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $71,653 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,500 | TotalAmt |
| Program Services | $71,500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $325,352 | TotalAmt |
| Program Services | $187,029 | ProgramServicesAmt |
| Management And General | $138,323 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,576 | TotalAmt |
| Program Services | $786 | ProgramServicesAmt |
| Management And General | $2,790 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,283 | TotalAmt |
| Program Services | $7,350 | ProgramServicesAmt |
| Management And General | $22,933 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,134 | TotalAmt |
| Program Services | $19,178 | ProgramServicesAmt |
| Management And General | $11,956 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,026 | TotalAmt |
| Management And General | $29,026 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,417 | TotalAmt |
| Program Services | $17,417 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,228 | TotalAmt |
| Program Services | $1,614 | ProgramServicesAmt |
| Fundraising | $1,614 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,030 | TotalAmt |
| Program Services | $21,030 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,429 | TotalAmt |
| Program Services | $45,429 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,130 | TotalAmt |
| Program Services | $2,130 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $213,219 | TotalAmt |
| Program Services | $213,219 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,542 | TotalAmt |
| Program Services | $17,542 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| OTHER | $118,717 | $118,717 |
| TRANSPORTATION | $60,651 | $60,651 |
| REPAIRS AND MAINTENANCE | $34,156 | $34,156 |
| HOUSEKEEPING | $5,040 | $5,040 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,695 | TotalAmt |
| Program Services | $1,695 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,031,125 | TotalAmt |
| Program Services | $824,483 | ProgramServicesAmt |
| Management And General | $205,028 | ManagementAndGeneralAmt |
| Fundraising | $1,614 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,067 | BOYAmt |
| EOY | $277,116 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $837,817 | BOYAmt |
| EOY | $846,119 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,721 | BOYAmt |
| EOY | $66,212 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,650 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,903,011 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,472,689 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,679,015 | BOYAmt |
| EOY | $2,430,322 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,980,063 | BOYAmt |
| EOY | $6,997,191 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,731,333 | BOYAmt |
| EOY | $10,616,960 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,084 | BOYAmt |
| EOY | $72,451 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,780 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,864 | BOYAmt |
| EOY | $72,451 | 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 | $10,596,069 | BOYAmt |
| EOY | $10,387,084 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,400 | BOYAmt |
| EOY | $157,425 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,651,469 | BOYAmt |
| EOY | $10,544,509 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,731,333 | BOYAmt |
| EOY | $10,616,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$20,524 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,495 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$76,941 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIMARY HEALTH NETWORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251381800 | EIN |
| Organization Type | 7 | OrganizationTypeCd |
| Governing Document Listed | 0 | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $78,165 | OtherCostOrOtherBasisAmt |
| Book Value | $78,165 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,535,408 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,490,182 | DepreciationAmt |
| Book Value | $2,045,226 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $121,744 | OtherCostOrOtherBasisAmt |
| Depreciation | $89,459 | DepreciationAmt |
| Book Value | $32,285 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $116,382 | OtherCostOrOtherBasisAmt |
| Depreciation | $83,775 | DepreciationAmt |
| Book Value | $32,607 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,051,312 | OtherCostOrOtherBasisAmt |
| Depreciation | $809,273 | DepreciationAmt |
| Book Value | $242,039 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,430,322 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN PUNXSUTAWNEY MSF, LLC | $2,899,311 |
| INVESTMENT IN SHARON MSF, LLC | $2,813,609 |
| INVESTMENT IN FIDELITY PORTFOLIO | $1,284,271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,997,191 | TotalBookValueOtherAssetsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt |
|---|
| SCHOLARSHIPS FOR STUDENTS ENTERING THE HEALTH FIELD |
| EITC SCHOLARSHIPS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS BURICH | PersonNm |
| Title | ACTING CEO | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $192,844 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $192,844 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Disqualified Person Ex Bnft Tr DisqualifiedPersonExBnftTrGrp (2 entries)
| Rln Disqualified Person OrgRlnDisqualifiedPersonOrgTxt | TransactionTransactionDesc | Transaction CorrectedTransactionCorrectedInd |
|---|---|---|
| LEGACY GIVING LLC | ||
| ENTITY OWNED BY DISQUALIFED PERSON | FUNDRAISING | 0 |
| CRAVINGS LLC | ||
| ENTITY OWNED BY DISQUALIFED PERSON | FOOD AND SUPPLIES | 0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCH L, PART 1, LINE 1 | 1. LEGACY GIVING LLC (FIRST CONTRACT) THE ORGANIZATION HIRED LEGACY GIVING LLC ("LEGACY") TO PROVIDE CERTAIN FUNDRAISING CONSULTING SERVICES TO THE ORGANIZATION. IN JANUARY 2014, THE ORGANIZATION ENTERED INTO AN AGREEMENT WITH LEGACY WHEREBY LEGACY WOULD RECEIVE $100.00 PER HOUR PLUS 10% OF ALL FUNDS RAISED AS A RESULT OF LEGACY'S EFFORTS. LEGACY IS OWNED BY DONALD F. PERRY'S SONS, MATTHEW PERRY AND TYLER PERRY. DONALD F. PERRY SERVED AS A MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS AT THE TIME THE AGREEMENT WAS EXECUTED. UPON INFORMATION AND BELIEF, THE ORGANIZATION'S BOARD OF DIRECTORS WAS UNAWARE OF THE AGREEMENT. THE ORGANIZATION HAS BEEN UNABLE TO DETERMINE WHAT SERVICES WERE ACTUALLY PROVIDED IN EXCHANGE FOR THE AMOUNTS PAID TO LEGACY PURSUANT TO THE AGREEMENT. THE ORGANIZATION PAID $86,421.89 TO LEGACY IN 2014, AND THIS ENTIRE AMOUNT IS BELIEVED TO BE AN EXCESS BENEFIT TO LEGACY. THE ORGANIZATION ONLY DISCOVERED THESE EXCESS BENEFITS AS PART OF ITS COMPREHENSIVE REVIEW OF PAST CONDUCT BY MANAGERS AND BOARD MEMBERS.2. LEGACY GIVING LLC (SECOND CONTRACT) ON DECEMBER 1, 2014, THE ORGANIZATION ENTERED INTO A NEW AGREEMENT WITH LEGACY WHEREBY LEGACY WOULD RECEIVE A 10% COMMISSION OF ALL FUNDS RAISED BY LEGACY THROUGH PENNSYLVANIA EARNED INCOME TAX CREDIT GIFTS, AND A 35% COMMISSION ON ALL OTHER FUNDS RAISED AS RESULT OF LEGACY'S EFFORTS. AT THE TIME THE AGREEMENT WAS EXECUTED, DONALD F. PERRY CONTINUED TO SERVE AS A MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS, AND HIS SONS CONTINUED TO OWN LEGACY. UPON INFORMATION AND BELIEF, THE ORGANIZATION'S BOARD OF DIRECTORS WAS UNAWARE OF THE NEW AGREEMENT. THE ORGANIZATION HAS BEEN UNABLE TO DETERMINE WHAT SERVICES WERE ACTUALLY PROVIDED IN EXCHANGE FOR THE AMOUNTS PAID TO LEGACY PURSUANT TO THE AGREEMENT. THE ORGANIZATION PAID THE FOLLOW AMOUNTS TO LEGACY: $6,265.00 IN 2015; $3,754.50 IN 2017; AND $4,446.16 IN 2018. ALL SUCH AMOUNTS ARE BELIEVED TO CONSTITUTE AN EXCESS BENEFIT TO LEGACY. THE ORGANIZATION ONLY DISCOVERED THESE EXCESS BENEFITS AS PART OF ITS COMPREHENSIVE REVIEW OF PAST CONDUCT BY MANAGERS AND BOARD MEMBERS.3. LEGACY GIVING (PRIOR TO ANY KNOWN CONTRACTS)- IN 2011 AND 2012, THE ORGANIZATION PAID LEGACY $8,491.34. AT THAT TIME, DONALD F. PERRY WAS SERVING AS A MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS, AND HIS SONS OWNED LEGACY. UPON INFORMATION AND BELIEF, THE ORGANIZATION'S BOARD OF DIRECTORS WAS UNAWARE OF THIS RELATIONSHIP. THE ORGANIZATION HAS BEEN UNABLE TO DETERMINE WHAT SERVICES WERE ACTUALLY PROVIDED IN EXCHANGE FOR THE AMOUNTS PAID TO LEGACY PURSUANT TO THE AGREEMENT. ALL AMOUNTS PAID ARE BELIEVED TO CONSTITUTE AN EXCESS BENEFIT TO LEGACY. THE ORGANIZATION ONLY DISCOVERED THESE EXCESS BENEFITS AS PART OF ITS COMPREHENSIVE REVIEW OF PAST CONDUCT BY MANAGERS AND BOARD MEMBERS. |
| SCH L, PART 1, LINE 2 | 4. CRAVINGS, LLC CRAVINGS, LLC ("CRAVINGS") OPERATED A CAFE ON THE ORGANIZATION'S GROUNDS. THE ORGANIZATION PAID FOR $80,289 WORTH OF FOOD AND SUPPLIES TO SUPPORT CRAVINGS' OPERATIONS, BUT WAS NEVER REIMBURSED FOR THESE EXPENDITURES. CRAVINGS IS AND WAS, AT THE TIME, OWNED BY THREEDSJ, LLC, WHICH IS AND WAS, AT THE TIME, OWNED 33% BY DREW PIERCE AND 33% BY JOHN D. LAENG. AT THE TIME OF THE TRANSACTION, DREW PIERCE WAS THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER, AND JOHN D. LAENG WAS THE ORGANIZATION'S PRIOR CHIEF EXECUTIVE OFFICER (THROUGH DECEMBER 1, 2014), WHO THEN TRANSITIONED TO A CONSULTING ROLE WHEREBY HE CONTINUED TO EXERCISE SUBSTANTIAL CONTROL OVER THE ORGANIZATION THROUGH AT LEAST DECEMBER 31, 2016, WHEN THE CONSULTING SERVICES CEASED. JOHN D. LAENG ALSO SERVED ON THE ORGANIZATION'S BOARD OF DIRECTORS AT THE TIME. GIVEN THE AFOREMENTIONED OWNERSHIP INTERESTS AND BOTH INDIVIDUALS' SUBSTANTIAL INFLUENCE OVER THE ORGANIZATION, CRAVINGS IS A DISQUALIFIED PERSON THAT HAS RECEIVED AN EXCESS BENEFIT IN THE AMOUNT OF $80,289. THE ORGANIZATION'S BOARD OF DIRECTORS WAS UNAWARE OF THE TRANSACTIONS BETWEEN THE ORGANIZATION AND CRAVINGS AND ONLY DISCOVERED THESE EXCESS BENEFITS AS PART OF ITS COMPREHENSIVE REVIEW OF PAST CONDUCT BY MANAGERS AND BOARD MEMBERS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | PRIMARY HEALTH NETWORK IS THE SOLE MEMBER OF PHN CHARITABLE FOUNDATION. PRIMARY HEALTH NEWTORK HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF PHN CHARITABLE CHARITABLE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | PRIMARY HEALTH NETWORK HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF PHN CHARITABLE FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | PHN CHARITABLE FOUNDATION'S ARTICLES OF INCORPORATION AND BYLAWS MAY BE AMENDED, ALTERED, OR REPEALED BY THE MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11B | PHN CHARITABLE FOUNDATION HAS A CPA FIRM PREPARE ITS FORM 990. THE FORM 990 IS REVIEWED BY MANAGEMENT AND MADE AVAILABLE TO THE BOARD OF DIRECTORS UPON REQUEST. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY AND CHANGES ARE MADE IF NECESSARY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS PAID BY THE PRIMARY HEALTH NETWORK. EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BE THE PRIMARY HEALTH NETWORK'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 18 | AT THIS TIME PHN CHARITABLE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. |
| FORM 990, PART VI, SECTION C, LINE 19 | PHN CHARITABLE FOUNDATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF NET ASSETS -76,941. |
| PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRIMARY HEALTH NETWORK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 SHENANGO AVENUE | AddressLine1Txt |
| City | SHARON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251381800 | EIN |
| Primary Activities | OPERATES FEDERALLY QUALIFIED HEALTH CENTERS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 3 | PublicCharityStatusTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUNXSUTAWNEY MSF LLC | |||||||||||
| 100 SHENANGO AVENUE | SHARON | PA | 16146 | 460584749 | INVESTMENT COMPNAY | PA | $92,201 | $5,067,649 | 0 | 0 | 0.50000 |
| SHARON MSF LLC | |||||||||||
| 100 SHENANGO AVENUE | SHARON | PA | 16146 | 471604302 | INVESTMENT COMPNAY | PA | -$63,365 | $10,049,859 | 0 | 0 | 0.50000 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| PHN PHYSICIAN SERVICES | ||||||||
| 100 SHENANGO AVENUE | SHARON | PA | 16146 | 204251617 | MEDICAL SERVICES | PA | C | 0 |
| PAUL INVESTMENT GROUP LTD | ||||||||
| 81 VINE AVENUE | SHARON | PA | 16146 | 271971298 | INVESTMENT COMPANY | PA | C | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| THE PRIMARY HEALTH NETWORK | ||
| K | $202,518 | FMV |
| THE PRIMARY HEALTH NETWORK | ||
| Q | $480,547 | FMV |
| THE PRIMARY HEALTH NETWORK | ||
| Q | $2,040 | FMV |
Comments