2022-05-15T17:08:49-05:00 2021-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2020-07-01 232586359 PHOEBE SERVICES INC PHOE 6107945142 1925 TURNER STREET ALLENTOWN PA 18104 THOMAS BAER CFO 6107945142 2022-05-13 1 THOMAS BAER XXX-XX-XXXX KERRI N BOGDA CPA P00760402 7177404863 X 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SCOTT R STEVENSON 1925 TURNER STREET ALLENTOWN PA 18104 32137743 0 X WWW.PHOEBE.ORG X 1989 PA PROVIDE MGMT, PHARMACEUTICAL, AND PASTORAL CARE SERVICES TO RELATED EXEMPT ORGANIZATIONS. 16 15 262 84 4126100 0 0 0 39749544 31792716 106952 42403 144969 215253 40001465 32050372 0 0 0 0 15241570 14531162 0 0 0 27567173 21977817 42808743 36508979 -2807278 -4458607 15199025 13209475 35693362 38135367 -20494337 -24925892 PHOEBE SERVICES, INC. IS AN AFFILIATED ENTITY OF PHOEBE MINISTRIES. ITS MISSION ADHERES TO THE PHOEBE MINISTRIES' MISSION: "A COMMUNITY OF FAITH, CALLED BY GOD, TO ENRICH THE LIVES OF OUR SENIORS, THEIR FAMILIES, AND THE COMMUNITIES WE SERVE." 0 0 16393124 0 8318617 PHOEBE SERVICES PROVIDES MANAGEMENT SERVICES FOR RELATED 501(C)(3) ORGANIZATIONS TO ASSIST IN THE ORGANIZATIONS' MISSION TO SERVE THE AGING COMMUNITY, INCLUDING COMMUNICATIONS AND PASTORAL CARE. SEE SCHEDULE O FOR MORE DETAILS ON PHOEBE PROGRAM SERVICES 18386255 0 19360677 THE PHOEBE SERVICES, INC PHARMACY SERVICED 8,910 INDIVIDUALS DURING THE YEAR ENDED JUNE 30, 2021. THE RESIDENTS OF THE VARIOUS PHOEBE MINISTRIES' RETIREMENT COMMUNITIES BENEFIT FROM COST REDUCTIONS THROUGH BULK PURCHASING DISCOUNTS RECEIVED BY THE PHARMACY. SEE SCHEDULE O FOR MORE DETAILS ON PHOEBE PROGRAM SERVICES 34779379 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 57 0 262 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X MICHAEL PFLEEGOR EXEC DIRFINANCE 6107945028 1925 TURNER STREET ALLENTOWN PA 18104 X SCOTT R STEVENSON PRESIDENT/CEO 40.00 X X 0 700153 59187 REV DR HILARY J BARRETT CHAIRPERSON 1.00 X X 0 0 0 WILLIAM C HACKER VICE CHAIRPERSON 1.00 X X 0 0 0 DONNA WRIGHT BOARD MEMBER 1.00 X 0 0 0 JOHN T LAWTON TREASURER 1.00 X X 0 0 0 PETER E FISHER MD MBA BOARD MEMBER 1.00 X 0 0 0 REV DANIEL T MOSER II BOARD MEMBER 1.00 X 0 0 0 REV DR BONNIE BATES BOARD MEMBER 1.00 X 0 0 0 REV WILLIAM PAUL WORLEY BOARD MEMBER 1.00 X 0 0 0 ROBERT BERTOLETTE SECRETARY 1.00 X X 0 0 0 REV DR CARRIE CALL BOARD MEMBER 1.00 X 0 0 0 DEBBIE MERRILL BOARD MEMBER 1.00 X 0 0 0 REV DR DAVID CHARLES SMITH BOARD MEMBER 1.00 X 0 0 0 MITCHELL G POSSINGER BOARD MEMBER 1.00 X 0 0 0 JOSHUA A SLOAN BOARD MEMBER 1.00 X 0 0 0 NICK TRANGUCH BOARD MEMBER 1.00 X 0 0 0 LISA B FICHERA EVP/COO 40.00 X 0 343712 49123 ROBERT RICHARDS SR VP FIN./CFO 40.00 X 0 297524 35133 CYNTHIA S RICHART EX. DIR. PSI PHARMACY 40.00 X 210217 0 5783 MARIE STASKA-PIER VP HEALTHCARE OPERATIONS 40.00 X 198304 0 23807 PAMELA GETZ DIRECTOR, PHARMACY 40.00 X 153750 0 34192 JENNY JUNG DIRECTOR, PHARMACY 40.00 X 156792 0 25947 SHANE LAWRENCE DIRECTOR, CLINICAL PHARMACY 40.00 X 150669 0 14864 TRACY ROMAN EXEC DIR., OPERATION 40.00 X 152747 0 21180 BRYNN BUSKIRK VP, MARKETING & EXT. RELATIONS 40.00 X 148340 0 1114 1170819 1341389 270330 34 0 1 0 SCHNEIDER DOWNS & CO INC ONE PPG PL STE 1700 PITTSBURGH PA 15222 SOFTWARE CONSULTING 217879 CREATING RESULTS LLC 14000 CROWN CT STE 211 WOODBRIDGE VA 22193 MARKETING SERVICES 215002 SOFTWRITERS INC 5800 CORPORATE DR FL 4 PITTSBURGH PA 152377098 TECHNOLOGY SERVICES 170716 KRONOS INC 900 CHELMSFORD ST LOWELL MA 01851 WORKFORCE MANAGEMENT 138809 MOREFIELD COMMUNICATIONS INC 35 NORTH 35TH STREET CAMP HILL PA 17011 SOFTWARE CONSULTING 119855 7 PATIENT & RESIDENT SERVICES 623000 23474099 19360677 4113422 MANAGEMENT SERVICES 900099 8318617 8318617 31792716 42403 42403 87371 87371 0 REBATES 446110 144239 144239 INSURANCE COST REDUCTION 446110 57386 57386 CONSULTING 446110 12678 12678 950 950 215253 32050372 27679294 4126100 244978 2059241 2059241 9744013 9744013 277736 277736 1656189 1656189 793983 793983 1428090 1428090 82564 82564 87317 87317 790998 790998 308902 299345 9557 912804 800604 112200 588317 588317 549830 460236 89594 19735 19735 196 196 1290993 1290993 108313 108313 MEDICAL SUPPLIES 15551893 15551893 BAD DEBT EXPENSE 124578 124578 DUES, MEMB, AND SUBS. 49461 46619 2842 MARKETING 46452 46452 37374 37374 36508979 34779379 1729600 0 3021996 2531820 729211 771398 2798440 2675537 16946031 13024180 4787057 3921851 319967 271643 653540 530333 2500000 2500000 388814 6893 15199025 13209475 4423767 4304959 1579 1344647 4914215 1948747 26353801 30537014 35693362 38135367 X -21096546 -25528101 602209 602209 -20494337 -24925892 15199025 13209475 X -4458607 -127 27179 X 0 1 X 1 0 X 2680 1222 3902 26423357 29815003 33459772 33838110 27679294 151215536 78034 10133 55280 2097 57386 202930 26504071 29826358 33515052 33840207 27736680 151422368 0 0 0 151422368 100441 37304 115994 127270 129774 510783 100441 37304 115994 127270 129774 510783 18961 87566 121496 109131 145189 482343 26623473 29951228 33752542 34076608 28011643 152415494 0.99350 0.99400 0.00340 0.00310 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2016 AMOUNT: $ 16,811. 2017 AMOUNT: $ 3,425. 2018 AMOUNT: $ 20. CPE TUITION - 2016 AMOUNT: $ 2,150. 2017 AMOUNT: $ 4,175. 2018 AMOUNT: $ 1,775. 2019 AMOUNT: $ 2,200. 2020 AMOUNT: $ 950. PHARMACY REBATES - 2017 AMOUNT: $ 79,966. 2018 AMOUNT: $ 119,701. 2019 AMOUNT: $ 106,931. 2020 AMOUNT: $ 144,239. 338590 338590 2643114 2258770 384344 13964327 10765410 3198917 3921851 INVESTMENT IN AFFILIATES 2500000 C 2500000 DUE TO AFFILIATES 30495101 INTEREST RATE SWAP AGREEMENT 8026 OTHER LONG TERM LIABILITIES 33887 30537014 32107000 -127 26770 26643 32080357 -29985 -29985 32050372 36539000 29985 29985 36509015 -36 -36 36508979 PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT -409. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 27,179. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -87,371. INSURANCE REIMBURSEMENT 57,386. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 87,371. INSURANCE REIMBURSEMENT -57,386. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT -36. X X X 0 1 0 0 0 0 0 1 0 SCOTT R STEVENSON PRESIDENT/CEO 0 413597 0 42315 0 244241 0 19500 0 39687 0 759340 0 0 LISA B FICHERA EVP/COO 0 260159 0 19872 0 63681 0 19500 0 29623 0 392835 0 0 ROBERT RICHARDS SR VP FIN./CFO 0 238346 0 17165 0 42013 0 19500 0 15633 0 332657 0 0 MARIE STASKA-PIER VP HEALTHCARE OPERATIONS 145148 0 14250 0 38906 0 0 0 23807 0 222111 0 0 0 CYNTHIA S RICHART EX. DIR. PSI PHARMACY 161515 0 12484 0 36218 0 0 0 5783 0 216000 0 0 0 PAMELA GETZ DIRECTOR, PHARMACY 136308 0 10815 0 6627 0 5066 0 29126 0 187942 0 0 0 JENNY JUNG DIRECTOR, PHARMACY 139350 0 10815 0 6627 0 4995 0 20952 0 182739 0 0 0 TRACY ROMAN EXEC DIR., OPERATION 113536 0 0 0 39211 0 0 0 21180 0 173927 0 0 0 SHANE LAWRENCE DIRECTOR, CLINICAL PHARMACY 132922 0 10085 0 7662 0 4696 0 10168 0 165533 0 0 0 PART I, LINE 4B SCOTT STEVENSON, ROBERT RICHARDS, AND LISA FICHERA PARTICIPATE IN A NON-QUALIFIED RETIREMENT PLAN. PHOEBE MINISTRIES CONTRIBUTED $19,500 TO EACH EXECUTIVE'S PLAN DURING THE YEAR. PART I, LINE 7 THE PHOEBE MINISTRIES INCENTIVE PAY PROGRAM RECOGNIZES THE ACHIEVEMENT OF ORGANIZATIONAL AND DIVISIONAL OBJECTIVES THROUGH A TWO LEVEL INCENTIVE PAY STRUCTURE. THE PERFORMANCE APPRAISAL OBJECTIVES ARE EVALUATED ON A FISCAL YEAR BASIS. THIS PROGRAM IS AVAILABLE TO THE PRESIDENT/CEO, OFFICERS, KEY EMPLOYEES, AND DEPARTMENT HEADS. THE INCENTIVES ARE BASED ON CASH ON HAND MEASUREMENTS, OPERATING MARGIN ACHIEVEMENTS, AND ANNUAL PERFORMANCE APPRAISALS. THERE ARE INCENTIVE LEVELS BASED UPON TITLE/ROLE IN THE ORGANIZATION. A THE BERKS COUNTY MUNICIPAL AUTHORITY 236647630 2012-06-29 16325000 REFINANCE 1998 BOND ISSUE 0 0 0 B LEHIGH COUNTY GENERAL PURPOSE AUTHORITY 911886539 2012-06-29 4560000 REFINANCE 1998 BOND ISSUE 0 0 0 A 15230000 16325000 268726 16056274 2012 1 0 1 1 B 4065000 4560000 87862 4472138 2012 1 0 1 1 A 0 0 1 0 1 1 CITIZENS BANK 1.000000000000 0 0 0 0 1 B 0 0 1 0 1 1 CITIZENS BANK 2.875000000000 0 0 0 0 1 A 1 B 1 FORM 990, PART VI, SECTION A, LINE 6 PHOEBE-DEVITT HOMES IS THE SOLE MEMBER OF PHOEBE SERVICES. FORM 990, PART VI, SECTION A, LINE 7A THE BUSINESS AND AFFAIRS OF THE CORPORATION SHALL BE MANAGED BY A BOARD TOTALING NOT MORE THAN FIFTEEN, IN ADDITION TO THE PRESIDENT/CEO. ELECTED TRUSTEES, NOT LESS THAN SEVEN, SHALL BE ELECTED BY THE BOARD ITSELF AND THREE OF WHOM SHALL BE ELECTED AS FOLLOWS: ONE BY THE PENNSYLVANIA NORTHEAST CONFERENCE OF THE UNITED CHURCH OF CHRIST CONFERENCE OR MINISTER DESIGNATE; ONE BY THE PENNSYLVANIA CENTRAL CONFERENCE OF THE UNITED CHURCH OF CHRIST CONFERENCE OR MINISTER DESIGNATE; AND ONE BY THE PENNSYLVANIA SOUTHEAST CONFERENCE OF THE UNITED CHURCH OF CHRIST CONFERENCE OR MINISTER DESIGNATE. IF A CONFERENCE MINISTER CANNOT FULFILL THE ROLE AND RESPONSIBILITIES OF AN ACTIVE MEMBER OF THE GOVERNING BOARD, THE GOVERNING BOARD WILL CONSULT WITH THE CONFERENCE MINISTER AS TO AN APPROPRIATE REPRESENTATIVE OF THE CONFERENCE LEADERSHIP. ALL NOMINEES FOR ELECTION BY THE BOARD SHALL BE SELECTED BY THE NOMINATING AND GOVERNANCE COMMITTEE OF THE BOARD. ALL PERSONS SELECTED FOR NOMINATIONS SHALL BE SELECTED ON THE BASIS OF THEIR CONCERN AND INTEREST IN PHOEBE-DEVITT HOMES AND ITS SUBSIDIARY CORPORATIONS. NO SALARIED OFFICER OR EMPLOYEE OF THE HOMES OR ITS SUBSIDIARY CORPORATIONS, WITH THE EXCEPTION OF THE PRESIDENT OF THE HOMES, SHALL BE ELIGIBLE FOR TRUSTEESHIP. FORM 990, PART VI, SECTION B, LINE 11B INITIAL REVIEW OF THE TAX RETURN IS DONE BY THE CONTROLLER OF PHOEBE MINISTRIES. AFTER INITIAL APPROVAL, THE RETURN IS REVIEWED BY SENIOR MANAGEMENT. FOLLOWING FINAL APPROVAL BY SENIOR MANAGEMENT, THE RETURN IS MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. ONCE THIS PROCESS IS COMPLETE, THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANY NEW EMPLOYEE MEETING THE DEFINITION OF INTERESTED PERSON IS PROVIDED A LETTER REGARDING HIS OR HER RESPONSIBILITY TO DISCLOSE ANY CONFLICTS OF INTEREST WHICH INCLUDE THE FULL POLICY AND THE CONFLICT OF INTEREST STATEMENT FOR SIGNATURE. THE CONFLICT OF INTEREST STATEMENT IS RENEWED AT THE BEGINNING OF EACH FISCAL YEAR. THE COMPLIANCE OFFICER REVIEWS ALL ACKNOWLEDGEMENT STATEMENTS FOR ANY CONFLICTS OF INTEREST. ACKNOWLEDGEMENT STATEMENTS INCLUDE LANGUAGE REGARDING FAMILY AND BUSINESS RELATIONSHIPS AS SOURCES OF POSSIBLE INTERESTED PERSONS. IF A CONFLICT IS DETERMINED TO EXIST, IT WILL BE REVIEWED BY THE GOVERNING BOARD TO DETERMINE WHETHER THE CONFLICT IS ACCEPTABLE. IF A BOARD MEMBER HAS A CONFLICT, THEY WILL ABSTAIN FROM ANY VOTES THAT ARE IN THE AREA OF THEIR CONFLICT. ALL DOCUMENTS ARE MAINTAINED IN THE OFFICE OF THE COMPLIANCE OFFICER. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR A COMPENSATION SURVEY REVIEW IS COMPLETED FOR OFFICERS AND KEY EMPLOYEES. INFORMATION IS COMPILED AND COMPARED WITH CURRENT INTERNAL AND EXTERNAL DATA FOR BENCHMARKING. BASED ON THIS ANALYSIS, THE OVERALL COMPENSATION ADJUSTMENTS AND PLAN CRITERIA ARE PRESENTED TO THE COMPENSATION COMMITTEE FOR REVIEW. THE YEARLY PLAN FOR OVERALL ADJUSTMENTS IS VOTED ON BY THE COMPENSATION COMMITTEE AND PRESENTED TO THE GOVERNING BOARD FOR APPROVAL. THE COMPENSATION COMMITTEE OF THE GOVERNING BOARD IS RESPONSIBLE FOR SETTING THE COMPENSATION AND BENEFITS FOR THE PRESIDENT/CEO. ALL COMPENSATION DECISIONS MADE BY THE COMMITTEE ARE DETERMINED IN KEEPING WITHIN FAIR MARKET VALUE RANGE FOR THE INDUSTRY. THE COMPENSATION COMMITTEE DISCUSSIONS ARE RECORDED IN THEIR RESPECTIVE MINUTES. A GENERAL SUMMARY IS PROVIDED BY THE CHAIR OF THE COMPENSATION COMMITTEE TO THE GOVERNING BOARD MEMBERS THROUGH DISCUSSION IN EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ORGANIZATION'S WEB SITE AND THE 990 IS POSTED TO THE WEB SITE GUIDESTAR.ORG. OTHER DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PAGE 7, PART VII, COLUMN B THE OFFICERS OF PHOEBE MINISTRIES DEVOTE THEIR TIME TO EACH ORGANIZATION IN THE GROUP (SEE SCHEDULE R). HOWEVER, THE TIME NEEDED FOR EACH ORGANIZATION VARIES WIDELY FROM WEEK TO WEEK, MONTH TO MONTH, ETC., AND CONSEQUENTLY, IT WOULD BE EXTREMELY DIFFICULT TO PROVIDE AN ACCURATE ANALYSIS OF THE APPROXIMATE TIME DEVOTED TO EACH ENTITY. PHOEBE MINISTRIES PREFERS NOT TO PROVIDE INFORMATION THAT IT CANNOT SUBSTANTIATE AND THEREFORE WILL LIST 40 HOURS PER WEEK FOR EACH OF ITS OFFICERS AS AN ALTERNATIVE TO REPORTING HOURS WORKED FOR RELATED ORGANIZATIONS. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 27,179. FORM 990 ORGANIZATIONAL OVERVIEW: PHOEBE-DEVITT HOMES (D/B/A PHOEBE MINISTRIES) IS A NOT-FOR-PROFIT, MULTI-FACILITY CHARITABLE ORGANIZATION SPECIALIZING IN HEALTHCARE, HOUSING, AND SUPPORT SERVICES FOR OLDER ADULTS. FOUNDED IN 1903 AS A SINGLE ALLENTOWN NURSING HOME, PHOEBE'S MINISTRY NOW INCLUDES FOUR CONTINUING CARE RETIREMENT COMMUNITIES, EIGHT AFFORDABLE HOUSING FACILITIES, HOME- AND COMMUNITY-BASED SERVICES, AND THREE PHARMACIES. FOR MORE THAN A CENTURY, PHOEBE'S TRADITION OF EXCELLENCE AND PASSION FOR CARING HAVE MADE US THE LEADER IN CARE FOR SENIOR ADULTS AND THEIR FAMILY MEMBERS. OUR COMPREHENSIVE SERVICES INCLUDE SKILLED NURSING CARE, PERSONAL CARE, INDEPENDENT LIVING, AFFORDABLE HOUSING, AT-HOME CARE, SHORT-TERM AND OUTPATIENT REHABILITATION, MENTAL HEALTH SERVICES, SPECIALIZED DEMENTIA CARE, TELEMEDICINE FOR PARKINSON'S DISEASE PATIENTS, AND PHARMACY SERVICES. PHOEBE'S CHARITABLE CARE BENEFIT FOR RESIDENTS: AS PEOPLE LIVE LONGER AND HEALTH CARE COSTS INCREASE, CHARITABLE CARE FOR PHOEBE RESIDENTS IS A GROWING NEED AMONG RESIDENTS WHO HAVE LIMITED PERSONAL RESOURCES AND THOSE WHO HAVE EXHAUSTED THEIR RESOURCES ALTOGETHER. THE TOTAL COST FOR CARE PROVIDED TO THESE RESIDENTS INCLUDES THERAPIES AND OTHER MEDICAL SERVICES, AS WELL AS PROGRAM EXPENSES THAT ARE NOT FULLY REIMBURSED BY THE MEDICAL ASSISTANCE. APPROXIMATELY 60% OF PHOEBE'S LONG-TERM CARE RESIDENTS RECEIVE MEDICAID. FALLING MEDICAID REIMBURSEMENT RATES CREATE A PER-RESIDENT DEFICIT EVERY DAY AT PHOEBE. THIS AMOUNT QUICKLY ADDS UP AND CREATES AN EXTRAORDINARY NEED FOR CHARITY CARE. OUR COMMITMENT TO PROVIDING THIS CARE IS A DEMONSTRATION OF PHOEBE'S ENDURING LEGACY OF CARE AND COMPASSION. IN FISCAL YEAR 2020-2021, PHOEBE PROVIDED MORE THAN $15 MILLION IN CHARITY CARE FOR OUR RESIDENTS. THIS AMOUNT IS AN INCREASE OF $2 MILLION FROM THE PRIOR FISCAL YEAR. WE REMAIN COMMITTED TO OUR RESIDENTS NO MATTER THEIR FINANCIAL CIRCUMSTANCE. THOSE WHO RECEIVE CHARITABLE CARE ARE ABLE TO FULLY RECEIVE PHOEBE'S COMPASSIONATE, QUALITY CARE. PHOEBE'S WORKFORCE BENEFIT: PHOEBE OFFERS OUR WORKFORCE COMPETITIVE SALARIES AND BENEFITS, AS WELL AS OPPORTUNITIES FOR ONGOING GROWTH AND EDUCATION WITHIN THE HEALTH CARE PROFESSION. CURRENTLY, PHOEBE IS OFFERING A NUMBER OF INCENTIVES FOR NEW HIRES AND REFERRALS. PHOEBE MINISTRIES EMPLOYED APPROXIMATELY 1,800 INDIVIDUALS IN FISCAL YEAR 2020-2021. HUMAN RESOURCES STAFF ATTEND AND RECRUIT FROM JOB FAIRS AND ADVERTISE OPEN POSITIONS AT LEHIGH VALLEY COLLEGES AND OTHER UNIVERSITIES IN THE NORTHEAST. VOLUNTEERISM AT PHOEBE: PHOEBE'S VOLUNTEERS RANGE IN AGE FROM 14 TO 102 YEARS OLD. PHOEBE PARTNERS WITH INDIVIDUALS, CORPORATIONS, AND ORGANIZATIONS TO ATTRACT VOLUNTEERS. IN AN ORDINARY YEAR, PHOEBE WORKS WITH APPROXIMATELY 500 VOLUNTEERS WHO HELP FACILITATE RESIDENT ACTIVITIES, OFFICE WORK, CHAPLAIN DUTIES, AND MUCH MORE. DUE TO THE COVID-19 OUTBREAK, PHOEBE WELCOMED FEWER VOLUNTEERS TO OUR COMMUNITIES IN FISCAL YEAR 2020-2021. PHOEBE INSTITUTE ON AGING (PIA): FOUNDED IN 2001, THE PIA PROVIDES FORUMS FOR DISCUSSION AND OPPORTUNITIES FOR LEARNING, INCLUDING EDUCATIONAL PROGRAMS, SCHOLARSHIPS, COOPERATIVE VENTURES, AND OUTREACH ACTIVITIES THAT PROMOTE IMPROVED QUALITY OF CARE FOR OLDER ADULTS. THE PIA ADVISORY BOARD INCLUDES REPRESENTATIVES OF GOVERNMENTAL AGENCIES, HOSPITAL AND MEDICAL PERSONNEL, HUMAN SERVICES PROVIDERS, AREA AGENCIES ON AGING, AND FACULTY FROM COLLEGES AND UNIVERSITIES. THE PIA SPEARHEADED DEMENTIA-FRIENDLY LEHIGH VALLEY (DFLV), AN INITIATIVE THAT ADDRESSES THE GROWING POPULATION OF PEOPLE EXHIBITING SIGNS OF ALZHEIMER'S DISEASE AND RELATED DEMENTIAS. DFLV WAS GRANTED APPROVAL BY DEMENTIA FRIENDLY AMERICA TO BECOME PART OF ITS OFFICIAL NATIONAL COMMUNITY OF NETWORKS. IN FISCAL YEAR 2020-2021, THE PHOEBE INSTITUTE ON AGING EXPANDED ITS SCHOLARSHIP PROGRAM TO PROVIDE MORE SUPPORT TO PHOEBE'S CLINICAL AND SERVICES EMPLOYEES WHO ARE CONTINUING THEIR EDUCATION. THE SCHOLARSHIP PROGRAM WILL BE IMPLEMENTED IN THE NEW FISCAL YEAR AND WILL OFFER A TOTAL OF 10 SCHOLARSHIPS OF $1,500 EACH. PASTORAL CARE AT PHOEBE: PHOEBE MINISTRIES' PASTORAL CARE PROGRAM PROVIDES CARE TO OUR RESIDENTS REGARDLESS OF FAITH AND PLAYS A MAJOR ROLE AT OUR COMMUNITIES AND IN THE GEOGRAPHIC AREAS WE SERVE. OUR DIRECTOR OF PASTORAL CARE PROVIDES LEADERSHIP THROUGH OUTREACH TO CHURCHES AND CONFERENCES, AND THROUGH REPRESENTATION ON THE LEHIGH VALLEY CONFERENCE OF CHURCHES AND THE UCC COUNCIL FOR HEALTH AND HUMAN SERVICE MINISTRIES. PHOEBE'S CHAPLAINS ALSO PROVIDE SPIRITUAL SUPPORT AND LEADERSHIP TO PHOEBE'S FOUR CONTINUING CARE RETIREMENT COMMUNITIES. PHOEBE'S SPIRIT ALIVE AND CLINICAL PASTORAL EDUCATION PROGRAMS ARE NATIONALLY RECOGNIZED: - SPIRIT ALIVE IS A MULTI-SENSORY MONTESSORI METHOD OF LEADING WORSHIP FOR THOSE WITH MID- TO LATE- STAGE DEMENTIA. DEVELOPED AND TRADEMARKED BY PHOEBE'S PASTORAL CARE DEPARTMENT, MULTIPLE SPIRIT ALIVE GROUPS OF SIX TO EIGHT PEOPLE TAKE PLACE ON PHOEBE'S FOUR CAMPUSES. GROUPS ARE RUN BY TRAINED COMMUNITY VOLUNTEERS. ALL PHOEBE CHAPLAINS ARE TRAINED IN PHOEBE'S SPIRIT ALIVE PROGRAM AND HELP MAINTAIN SPIRIT ALIVE ON ALL OUR CAMPUSES. - PHOEBE'S CLINICAL PASTORAL EDUCATION (CPE) PROGRAM WAS RECENTLY REACCREDITED BY THE NATIONAL REVIEW COMMITTEE OF THE ASSOCIATION FOR CLINICAL PASTORAL EDUCATION. PHOEBE'S CPE PROGRAM IS ONE OF ONLY TWO IN A LONG-TERM CARE SETTING, AND ONE OF ONLY 10 IN THE UNITED STATES. IN 2017, PHOEBE ESTABLISHED THE ENDOWMENT FOR CLINICAL PASTORAL EDUCATION AND $154,434 HAS BEEN RAISED TO DATE. THE INCOME FROM THE ENDOWMENT IS USED TO PROVIDE SCHOLARSHIPS FOR CPE STUDENTS IN NEED. FORM 990 DONOR SUPPORT FOR PHOEBE'S MISSION: THE OFFICE OF PHILANTHROPY IS DEDICATED TO PHOEBE'S MISSION TO ENRICH THE LIVES OF OUR SENIORS, THEIR FAMILIES, AND THE COMMUNITIES WE SERVE. WE ARE PROFOUNDLY GRATEFUL FOR GENEROUS CONTRIBUTIONS FROM FOUNDATIONS, INDIVIDUALS, CORPORATE PARTNERS, CHURCHES, AND ORGANIZATIONS. - UNRESTRICTED GIFTS REMAIN THE BACKBONE OF SUPPORTING PHOEBE'S MISSION. UNRESTRICTED GIVING PROVIDES PHOEBE WITH THE OPPORTUNITY TO USE THE MONEY WHERE IT IS NEEDED MOST AND WHERE IT WILL HAVE THE GREATEST IMPACT, INCLUDING SUPPORT FOR CHARITABLE CARE, COMMUNITY LIFE, AND PASTORAL CARE. - PHOEBE ALSO ACCEPTS GIFTS RESTRICTED FOR SPECIFIC PURPOSES. DONORS ARE ENCOURAGED TO FIRST DISCUSS THEIR IDEAS FOR RESTRICTED GIFTS WITH THE PHILANTHROPY OFFICE TO ASSURE THE APPROPRIATE USE OF THEIR CHARITABLE GIFT AND OFFICIAL ACCEPTANCE. - MANY OF OUR DONORS ALSO CHOOSE TO REMEMBER PHOEBE MINISTRIES IN THEIR ESTATE PLANS. THEIR THOUGHTFULLY ARRANGED DEFERRED GIFTS HAVE A SIGNIFICANT IMPACT ON PHOEBE'S MISSION AND MINISTRY. IN FISCAL YEAR 2020-2021, PHOEBE LAUNCHED A NEW WEBSITE FOR PLANNED GIVING, WWW.MYPHOEBELEGACY.ORG. - FINALLY, PHOEBE IS ALSO BLESSED BY DONORS WHO HAVE ESTABLISHED PERMANENT ENDOWMENTS THAT ARE PRUDENTLY INVESTED AND PROVIDE INCOME IN PERPETUITY. DONORS ALSO PROVIDE SUPPORT TO PHOEBE THROUGH TRUSTS OF VARIOUS TYPES, WHILE OTHERS CHOOSE TO UTILIZE CHARITABLE GIFT ANNUITIES (A SIMPLE CONTRACT WITH PHOEBE MINISTRIES) AS A MEANS OF MAKING A SIGNIFICANT GIFT TO PHOEBE WHILE RETAINING A LIFE INCOME STREAM. DONORS MAY CONTACT THE OFFICE OF PHILANTHROPY AT 610-794-5132 OR PHILANTHROPY@PHOEBE.ORG TO EXPLORE GIFT OPTIONS. PHOEBE ENCOURAGES DONORS TO CONSULT THEIR PROFESSIONAL ADVISORS WHEN CONSIDERING SIGNIFICANT CHARITABLE GIFTS. THE PHILANTHROPY STAFF FREQUENTLY WORKS WITH DONOR ADVISORS TO ACCOMPLISH THE DONORS' GOALS AND MEET THEIR DESIRED OUTCOMES. PHOEBE MINISTRIES PHILANTHROPY HIGHLIGHTS, FISCAL YEAR 2020-2021 - PHOEBE'S ANNUAL GOLF TOURNAMENT IS OUR LARGEST FUNDRAISING EVENT OF THE YEAR AND TYPICALLY NETS $100,000+ FOR CHARITABLE CARE. BECAUSE OF COVID-19, PHOEBE COULD NOT HOST THE 12TH ANNUAL TOURNAMENT; NEVERTHELESS, FUNDRAISING FOR CHARITY CARE PROCEEDED. IN TOTAL FOR FISCAL YEAR 2021, WE RAISED $119,000 IN GOLF SPONSORSHIPS, $116,000 OF WHICH WAS RELEASED FOR CHARITY CARE. - PHOEBE'S SECOND LARGEST FUNDRAISING EVENT IS THE PHOEBE INSTITUTE ON AGING (PIA) ANNUAL BENEFIT. THIS ANNUAL EVENT IS SUPPORTED BY CORPORATE AND INDIVIDUAL SPONSORSHIPS WITH ALL PROCEEDS APPLIED TO THE PIA TO HELP TO UNDERWRITE THE ANNUAL COMMUNITY CONFERENCES, NURSING AND THERAPIST SCHOLARSHIPS, AND EMPLOYEE TRAINING SEMINARS. BECAUSE OF COVID-19, THE PIA WAS UNABLE TO HOST THE BENEFIT, WHICH HAS BEEN NEWLY REBRANDED AS THE GENERATIONS UN-GALA. IN FISCAL YEAR 2020-2021, WE ASKED 2020 PIA EVENT SPONSORS FOR BOTH THE UN-GALA FUNDRAISING DINNER AND THE ANNUAL CONFERENCE TO REDIRECT THEIR EVENT SPONSORSHIPS FOR COVID-19 RELIEF. THE AMOUNT RELEASED TOTALED $55,250. - IN MARCH 2021, THE PHOEBE INSTITUTE ON AGING HELD ITS FIRST VIRTUAL CONFERENCE TITLED, "SEX, DRUGS, AND ROCK & ROLL: BABY BOOMERS AND AGING, AND FEATURING KEYNOTE SPEAKER DR. RUTH WESTHEIMER. CURA HOSPITALITY WAS PRESENTING SPONSOR. MORE THAN 400 PEOPLE ATTENDED AT LEAST PART OF THE DAY-LONG CONFERENCE WITH THE HIGHEST NUMBER OF ATTENDEES LOGGING IN TO SEE DR. RUTH. REGISTRANTS INCLUDED PEOPLE FROM OUT OF STATE FOR THE FIRST TIME, INCLUDING DELAWARE, FLORIDA, MARYLAND, MISSOURI, NORTH CAROLINA, NEW HAMPSHIRE, OHIO, TENNESSEE, TEXAS AND VIRGINIA. - THE PHOEBE BERKS REPOSITIONING PROJECT IS COMPLETE AND PROVIDES BERKS RESIDENTS WITH IMPROVED AND EXPANDED COMMUNITY SPACES FOR DINING, PHYSICAL FITNESS, AND RECREATION, INCLUDING A PUB AND MOVIE THEATER. - PHOEBE RECEIVED SEVERAL GRANTS TOTALING NEARLY $63,000 IN FISCAL YEAR 2020-2021. GRANTS SUPPORTED CLINICAL PASTORAL EDUCATION, CAPITAL RENOVATIONS IN PHOEBE ALLENTOWN, TECHNOLOGY, AND MEDICAL EQUIPMENT. - MORE THAN $2,000 WAS RAISED THROUGH AN EMPLOYEE WISH LIST CAMPAIGN THAT PROVIDED ITEMS TO EACH CAMPUS THAT WERE IDENTIFIED AS NEEDS FOR PHOEBE RESIDENTS. PHOEBE ALLENTOWN WAS ABLE TO PURCHASE FOUR ROBOTIC THERAPY DOGS. PHOEBE BERKS WAS ABLE TO PURCHASE AN OUTDOOR MOVIE PROJECTOR AND SCREEN. PHOEBE RICHLAND WAS ABLE TO PURCHASE A KARAOKE MACHINE. PHOEBE WYNCOTE PURCHASED A PORTABLE PA SYSTEM. ADDITIONAL PHOEBE HIGHLIGHTS FROM FISCAL YEAR 2020-2021: - PHOEBE SECURED NEARLY 83% OF THE PRE-SALES NEEDED FOR APARTMENTS IN OUR NEW INDEPENDENT LIVING COMMUNITY, CHESTNUT RIDGE AT RODALE IN EMMAUS, PENNSYLVANIA. - PATHSTONES BY PHOEBE, THE ORGANIZATION'S CONTINUING CARE AT HOME PROGRAM, CONTINUES TO GROW AND REACHED MORE THAN 80 MEMBERS IN FISCAL YEAR 2020-2021. - TRACY ROMAN, EXECUTIVE DIRECTOR OF REGIONAL OPERATIONS, WAS SELECTED AS A 2021 HEALTH CARE HERO FOR LEHIGH VALLEY BUSINESS. - RACHEL GULLET, DIRECTOR OF NURSING AT PHOEBE RICHLAND, HAS WON THE 2021 MANAGER OF THE YEAR DISTINGUISHED SERVICE AWARD AND CINDY RICHART HAS BEEN AWARDED THE LEADER OF THE YEAR DISTINGUISHED SERVICE AWARD FROM LEADINGAGE PA. PHOEBE APARTMENTS INC 1901 LINDEN ST ALLENTOWN PA 18104 231674396 HUD HOUSING PA 501(C)(4) PHOEBE-DEVITT HOMES 0 PHOEBE HOME INC 1925 TURNER ST ALLENTOWN PA 18104 232302675 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 PHOEBE-DEVITT HOMES 0 PHOEBE BERKS HEALTH CARE CENTER INC ONE HEIDELBERG DR WERNERSVILLE PA 19565 232560952 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 PHOEBE-DEVITT HOMES 0 PHOEBE HOUSING INC 1925 TURNER ST ALLENTOWN PA 18104 232821149 ADMINISTRATIVE PA 501(C)(3) LINE 10 PHOEBE-DEVITT HOMES 0 PHOEBE RICHLAND HEALTH CARE CENTER INC 108 S MAIN ST RICHLANDTOWN PA 18955 233045622 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 PHOEBE-DEVITT HOMES 0 PHOEBE-DEVITT HOMES 1925 TURNER ST ALLENTOWN PA 18104 231396838 ADMINISTRATIVE/FUNDRAISING PA 501(C)(3) LINE 7 N/A 0 WYNCOTE CHURCH HOME INC 208 FERNBROOK AVE WYNCOTE PA 19095 231352525 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) LINE 10 PHOEBE-DEVITT HOMES 0 PHOEBE CORPORATE AND COMMUNITY BASED SERVICES INC 1925 TURNER ST ALLENTOWN PA 18104 455005460 THERAPY & REHABILITATION SERVICES PA 501(C)(3) LINE 10 PHOEBE-DEVITT HOMES 0 PHOEBE RECIPROCAL RISK RETENTION GROUP 12 GILLION STREET CHARLESTON SC 29401 200972649 INSURANCE RELATED SC PHOEBE-DEVITT HOMES C 57386 530333 0.18060 0 0 0 0 1 1 0 0 0 0 1 1 1 1 1 1 1 1 0 0