CHANDLER HALL HEALTH SERVICES INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CHANDLER HALL HEALTH SERVICES INC (EIN 23-2365124)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201803199349304810
- Schema version
- 2017v2.3
- 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 C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T10:17:31-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232365124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHANDLER HALL HEALTH SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAN | BusinessNameControlTxt |
| Phone | 2158604000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 BARCLAY STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAKIA MCMILLIAN | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 2158604000 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS GREEN CPA | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.59.42.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 16:44:20 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 41D52B76DFE0CA0C5E5ED141E25DBC48D8427C36 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAKIA MCMILLIAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 BARCLAY STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $27,955,949 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://CH.KENDAL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | CHANDLER HALL PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO SENIOR CITIZENS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 397 | TotalEmployeeCnt |
| Total Volunteers | 97 | TotalVolunteersCnt |
| Total Gross UBI | $58,708 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $364,584 | PYContributionsGrantsAmt |
| CY Contributions Grants | $307,587 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,795,700 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,304,063 | CYProgramServiceRevenueAmt |
| PY Investment Income | $221,091 | PYInvestmentIncomeAmt |
| CY Investment Income | $606,593 | CYInvestmentIncomeAmt |
| PY Other Revenue | $49,148 | PYOtherRevenueAmt |
| CY Other Revenue | $115,629 | CYOtherRevenueAmt |
| PY Total Revenue | $18,430,523 | PYTotalRevenueAmt |
| CY Total Revenue | $19,333,872 | 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 | $11,874,002 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,499,345 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $119,986 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,586,583 | PYOtherExpensesAmt |
| CY Other Expenses | $9,412,625 | CYOtherExpensesAmt |
| PY Total Expenses | $20,460,585 | PYTotalExpensesAmt |
| CY Total Expenses | $20,911,970 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,030,062 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,578,098 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,549,433 | TotalAssetsBOYAmt |
| Total Assets EOY | $29,609,190 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,845,825 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $30,346,056 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $703,608 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$736,866 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CHANDLER HALL, A NON-PROFIT ORGANIZATION, AS GUIDED BY THE QUAKER PRINCIPLE OF SEEKING THAT OF GOD IN EVERYONE, PROVIDES AN ARRAY OF QUALITY CARE SERVICES FOR AGING INDIVIDUALS, THEIR FAMILIES AND CAREGIVERS, WHO BECOME A PART OF THE CHANDLER HALL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $16,091,461 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $18,304,063 | RevenueAmt |
| Desc | CHANDLER HALL HEALTH SERVICES, INC. IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS AUTHORIZED TO BUILD, OWN, OPERATE AND MAINTAIN RESIDENTIAL, MEDICAL AND PROTECTIVE CARE FACILITIES SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND RELIGIOUS NEEDS OF ELDERLY PERSONS, INCLUDING, BUT NOT LIMITED TO, A SKILLED NURSING FACILITY AND HOSPICE; TO OPERATE SUCH FACILITIES AT THE LOWEST FEASIBLE COST; AND TO BUILD, OWN, OPERATE, AND MAINTAIN RELATED SUPPORT FACILITIES AND SERVICES, ALL TO BE USED IN CONNECTION WITH THE FOREGOING FACILITIES, AND FOR ANY OTHER PROPER AND CHARITABLE PURPOSES.CHANDLER HALL HEALTH SERVICES, INC. PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES. FRIENDS NURSING HOME OPERATES A LONG-TERM CARE FACILITY CONSISTING OF 52 SKILLED NURSING BEDS IN ADDITION TO PROVIDING VARIOUS ANCILLARY SERVICES. THE HOSPICE PROGRAM PROVIDES SERVICES AND SUPPORT TO THE TERMINALLY ILL AND THEIR FAMILIES. CHANDLER HALL PROGRAMS ALSO INCLUDE INDEPENDENT LIVING, ADULT DAY CARE, AND CLINICAL PHYSICIAN SERVICES, AND ANCILLARY SERVICES FOR THE ELDERLY. AT DECEMBER 31, 2017, PERSONAL CARE SERVICES WERE PROVIDED IN 105 UNITS, AND FACILITY AND INDEPENDENT LIVING SERVICES WERE PROVIDED IN 10 INDEPENDENT LIVING AND 22 RESIDENTIAL UNITS. CHANDLER HALL HEALTH SERVICES PROVIDED 17,400 CARE DAYS IN ITS LONG TERM CARE FACILITY, 2,549 CARE DAYS IN ITS HOSPICE INPATIENT FACILITY. CHANDLER HALL HEALTH SERVICES' LONG TERM CARE FACILITY OPERATED AT 87.3% CAPACITY AND ITS HOSPICE CARE FACILITY OPERATED AT 87.3% OF ITS TOTAL CAPACITY IN 2017. | Desc |
| Total Program Service Expenses | $16,091,461 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 10 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 397 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL MCGLONE SR DIRECTOR OF FI | PersonNm |
| Phone | 2158604000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 BARCLAY STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SHARON O LEFEVER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL SHEEHAN | |||||||
| BOARD CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DONALD BRUCKMAN | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LINDA FLOWER | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RAMONA KIRWAN | |||||||
| DIRECTOR (TERM EXP. MAY '17) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DUDLEY SAURMAN | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KAREN FULTON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN CROSMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH BAYARDI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERRIN JOHNSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG WOZNIAK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SMITH | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHIL DEBAUN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNETTE KILLEN | |||||||
| CEO (RESIGNED SEPT. '17) | 40.00 | $463,811 | $0 | $26,549 | Yes (X) | ||
| MAUREEN CASEY | |||||||
| COO (RESIGNED AUG. '17) | 37.50 | $135,541 | $0 | $33,090 | Yes (X) | ||
| MICHAEL MCGLONE | |||||||
| SR. DIRECTOR - FINANCE | 40.00 | $100,533 | $0 | $173 | Yes (X) | ||
| CAROL LUTHER | |||||||
| INTERIM EXECUTIVE DIRECTOR | 40.00 | $0 | $0 | $0 | Yes (X) | ||
| DAKIA MCMILLIAN | |||||||
| EXECUTIVE DIRECTOR (BEGAN MARCH '18) | 0.00 | $0 | $0 | $0 | Yes (X) | ||
| PATRICIA BEVLOCK | |||||||
| HOSPICE MANAGER | 37.50 | $106,170 | $0 | $25,826 | Yes (X) | ||
| PATRICIA TOMES | |||||||
| REGISTERED NURSE | 40.00 | $103,086 | $0 | $13,910 | Yes (X) | ||
| VERONICA MILLAR | |||||||
| REGISTERED NURSE | 40.00 | $107,427 | $0 | $0 | Yes (X) | ||
| CAROL HARRIS | |||||||
| REGISTERED NURSE | 40.00 | $104,431 | $0 | $2,037 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,120,999 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $101,585 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GENESIS ELDERCARE REHAB SERVICES | |||||
| PO BOX 821322 | PHILADELPHIA | PA | 191821322 | THERAPY | $633,158 |
| J PEKARSKI GENERAL CONTRACTING | |||||
| 2619 BALFOUR AVE | BRISTOL | PA | 19007 | ROOFING | $415,207 |
| LW CONSULTING INC | |||||
| 5925 STEVENSON AVE STE G | HARRISBURG | PA | 17112 | CONTRACTED WORKERS | $216,495 |
| PADDEN GUERRINI & ASSOCIATES PC | |||||
| 91 CUMBERLAND PARKWAY | MECHANICSBURG | PA | 17055 | BILLING AGENCY | $142,023 |
| ST MARY MEDICAL CENTER | |||||
| PO BOX 827728 | BALA CYNWYD | PA | 191827728 | LABS/X-RAYS/MED CARE | $126,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $7,318 | FederatedCampaignsAmt |
| Fundraising | $124,602 | FundraisingAmt |
| All Other Contributions | $175,667 | AllOtherContributionsAmt |
| Total Contributions | $307,587 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT & RESIDENT SVC REV | 623000 | $18,279,728 | $18,279,728 |
| ENTRANCE FEES | 623000 | $24,335 | $24,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,304,063 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,930 | TotalRevenueColumnAmt |
| Exclusion | $141,930 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,948 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $78,114 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,834 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,834 | TotalRevenueColumnAmt |
| Exclusion | $6,834 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,973,914 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $8,509,251 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $464,663 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $464,663 | TotalRevenueColumnAmt |
| Exclusion | $464,663 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $49,222 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $124,602 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $34,712 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,510 | TotalRevenueColumnAmt |
| Exclusion | $14,510 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CATERING REVENUE | 722320 | $58,708 | $58,708 | |
| CAFETERIA REVENUE | 722210 | $25,016 | $25,016 | |
| RESIDENT RELATED REV. | 722210 | $6,848 | $6,848 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,713 | TotalRevenueColumnAmt |
| Exclusion | $3,713 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $94,285 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,333,872 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,304,063 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $58,708 | UnrelatedBusinessRevenueAmt |
| Exclusion | $663,514 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $759,697 | TotalAmt |
| Program Services | $630,254 | ProgramServicesAmt |
| Management And General | $122,666 | ManagementAndGeneralAmt |
| Fundraising | $6,777 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,001,760 | TotalAmt |
| Program Services | $7,501,938 | ProgramServicesAmt |
| Management And General | $1,419,100 | ManagementAndGeneralAmt |
| Fundraising | $80,722 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,630 | TotalAmt |
| Program Services | $6,663 | ProgramServicesAmt |
| Management And General | $7,606 | ManagementAndGeneralAmt |
| Fundraising | $361 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $977,372 | TotalAmt |
| Program Services | $784,369 | ProgramServicesAmt |
| Management And General | $185,647 | ManagementAndGeneralAmt |
| Fundraising | $7,356 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $745,886 | TotalAmt |
| Program Services | $605,233 | ProgramServicesAmt |
| Management And General | $133,937 | ManagementAndGeneralAmt |
| Fundraising | $6,716 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,967 | TotalAmt |
| Management And General | $81,967 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,547 | TotalAmt |
| Program Services | $30 | ProgramServicesAmt |
| Management And General | $67,517 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,215 | TotalAmt |
| Management And General | $81,215 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $859 | TotalAmt |
| Management And General | $859 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,465,302 | TotalAmt |
| Program Services | $1,323,789 | ProgramServicesAmt |
| Management And General | $1,141,513 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,720 | TotalAmt |
| Management And General | $149,742 | ManagementAndGeneralAmt |
| Fundraising | $978 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,588 | TotalAmt |
| Program Services | $284,888 | ProgramServicesAmt |
| Management And General | $247,779 | ManagementAndGeneralAmt |
| Fundraising | $15,921 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,005 | TotalAmt |
| Management And General | $240,005 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $970,374 | TotalAmt |
| Program Services | $970,374 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,073 | TotalAmt |
| Program Services | $57,998 | ProgramServicesAmt |
| Management And General | $3,075 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,759 | TotalAmt |
| Program Services | $6,215 | ProgramServicesAmt |
| Management And General | $4,389 | ManagementAndGeneralAmt |
| Fundraising | $1,155 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,019,638 | TotalAmt |
| Program Services | $1,019,638 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,288,896 | TotalAmt |
| Program Services | $1,288,896 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,476 | TotalAmt |
| Management And General | $134,476 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $968,500 | $964,363 | $4,137 |
| FOOD | $577,682 | $575,518 | $2,164 |
| EARLY EXT. ON DEBT | $325,079 | $325,079 | |
| BAD DEBT EXPENSE | $283,194 | $283,194 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,751 | TotalAmt |
| Program Services | $71,295 | ProgramServicesAmt |
| Management And General | $64,456 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,911,970 | TotalAmt |
| Program Services | $16,091,461 | ProgramServicesAmt |
| Management And General | $4,700,523 | ManagementAndGeneralAmt |
| Fundraising | $119,986 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,097 | BOYAmt |
| EOY | $3,397 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,156,759 | BOYAmt |
| EOY | $826,027 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,816,992 | BOYAmt |
| EOY | $2,288,310 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,252 | BOYAmt |
| EOY | $18,037 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,853 | BOYAmt |
| EOY | $228,449 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $40,819,923 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,386,511 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,339,067 | BOYAmt |
| EOY | $14,433,412 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,967,925 | BOYAmt |
| EOY | $11,770,692 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,488 | BOYAmt |
| EOY | $40,866 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,549,433 | BOYAmt |
| EOY | $29,609,190 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,298,846 | BOYAmt |
| EOY | $4,949,105 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,571,618 | BOYAmt |
| EOY | $23,764,135 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $540 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,975,361 | BOYAmt |
| EOY | $1,632,276 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,845,825 | BOYAmt |
| EOY | $30,346,056 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,311 | BOYAmt |
| EOY | -$1,157,757 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,112 | BOYAmt |
| EOY | $155,706 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,185 | BOYAmt |
| EOY | $265,185 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,608 | BOYAmt |
| EOY | -$736,866 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,549,433 | BOYAmt |
| EOY | $29,609,190 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,578,098 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $137,624 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $383,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $390,857 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $367,020 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $364,584 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $322,097 | CurrentTaxYearAmt |
| Total | $1,827,972 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,704,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,601,974 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,311,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,795,700 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,304,063 | CurrentTaxYearAmt |
| Total | $90,717,735 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,087,604 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,992,831 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,678,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,160,284 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,626,160 | CurrentTaxYearAmt |
| Total | $92,545,707 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $18,675 | CurrentTaxYearAmt |
| Total | $18,675 | 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) |
|---|---|---|
| Current Tax Year | $18,675 | CurrentTaxYearAmt |
| Total | $18,675 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $92,527,032 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $173,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $215,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $195,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $184,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $226,878 | CurrentTaxYearAmt |
| Total | $996,464 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $173,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $215,800 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $195,464 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $184,428 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $226,878 | CurrentTaxYearAmt |
| Total | $996,464 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,758 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,889 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $331,563 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,070 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,289 | CurrentTaxYearAmt |
| Total | $509,569 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,284,256 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,229,520 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,205,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,408,782 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,923,327 | CurrentTaxYearAmt |
| Total | $94,051,740 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98380 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98380 | PublicSupportPY509Pct |
| Investment Income CY | 0.01060 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01010 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISC INCOME - 2013 AMOUNT: $ 776. 2014 AMOUNT: $ 1,012. 2015 AMOUNT: $ 974. 2017 AMOUNT: $ 3,713. THIRD PARTY SETTLEMENT - 2015 AMOUNT: $ 147,930. CAFETERIA REVENUE - 2013 AMOUNT: $ 21,982. 2014 AMOUNT: $ 19,877. 2015 AMOUNT: $ 20,452. 2016 AMOUNT: $ 27,824. 2017 AMOUNT: $ 25,016. SPECIAL EVENTS REVENUE - 2015 AMOUNT: $ 5,217. FUNDRAISING REVENUE-NON-CHARITABLE - 2015 AMOUNT: $ 30,070. 2016 AMOUNT: $ 36,246. 2017 AMOUNT: $ 34,712. RESIDENT RELATED REVENUE - 2015 AMOUNT: $ 126,920. 2017 AMOUNT: $ 6,848. | ExplanationTxt |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $859 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $859 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION PAYS ANNUAL DUES TO LEADINGAGE PA. A PORTION OF THE DUES PAID TO THIS ORGANIZATION IS USED FOR LOBBYING PURPOSES. THE $859 REPORTED IS THE PERCENTAGE OF THE DUES LEADINGAGE PA USED FOR LOBBYING PURPOSES DURING THE YEAR. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $906,584 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $128,886 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,531 | AdministrativeExpensesAmt |
| End Year Balance | $1,029,939 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $836,045 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $75,618 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,079 | AdministrativeExpensesAmt |
| End Year Balance | $906,584 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $850,819 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$9,720 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,054 | AdministrativeExpensesAmt |
| End Year Balance | $836,045 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $815,287 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $40,942 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,410 | AdministrativeExpensesAmt |
| End Year Balance | $850,819 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $521,959 | BeginningYearBalanceAmt |
| Contributions | $200,000 | ContributionsAmt |
| Investment Earnings Or Losses | $96,673 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $3,345 | AdministrativeExpensesAmt |
| End Year Balance | $815,287 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.74000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.26000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $928,004 | OtherCostOrOtherBasisAmt |
| Book Value | $928,004 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $34,555,759 | OtherCostOrOtherBasisAmt |
| Depreciation | $22,196,600 | DepreciationAmt |
| Book Value | $12,359,159 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,791,011 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,849,236 | DepreciationAmt |
| Book Value | $941,775 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $545,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $340,675 | DepreciationAmt |
| Book Value | $204,474 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,433,412 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ENTRANCE FEES | $1,508,750 |
| NONREFUNDABLE ENTRANCE FEES | $123,526 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,632,276 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $19,224,531 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $137,624 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$325,079 | OtherRevenueAmt |
| Revenue Not Reported | -$187,455 | RevenueNotReportedAmt |
| Revenue Subtotal | $19,411,986 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$78,114 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$78,114 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $19,333,872 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $20,665,005 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $78,114 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $78,114 | ExpensesNotReportedAmt |
| Expenses Subtotal | $20,586,891 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $325,079 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $325,079 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $20,911,970 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | CONTRIBUTIONS TO THE ENDOWMENT FUND WILL BE ACCEPTED FROM BOTH INDIVIDUAL DONORS AND FUNDRAISING OPERATIONS. PRINCIPAL WILL BE INVESTED AND INCOME WILL BE DESIGNATED FOR THE NEEDS OF THE ORGANIZATION, ITS RESIDENTS AND CLIENTS AS DETERMINED BY CHANDLER HALL. WHILE PRINCIPAL WILL REMAIN INVESTED UNDER NORMAL CIRCUMSTANCES, IT MAY BE WITHDRAWN BY THE BOARD IF SUCH ACTION IS DEEMED NECESSARY FOR A SPECIAL PROJECT OR IN THE CASE OF AN UNFORESEEN EMERGENCY. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | EARLY EXTINGUISHMENT ON DEBT -325,079. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -78,114. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 78,114. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | EARLY EXTINGUISHMENT ON DEBT 325,079. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF | Event1Nm |
| Gross Receipts Event1 | $94,535 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $78,505 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $16,030 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $700 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $750 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $7,876 | OtherDirectExpensesEvent1Amt |
| Event2 | CULINARY CLASSICS | Event2Nm |
| Gross Receipts Event2 | $66,627 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $38,216 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $28,411 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $7,920 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $11,964 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,796 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $12,662 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $7,881 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $4,781 | GrossRevenueOtherEventsAmt |
| Entertainment Other Events | $300 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $406 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $173,824 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $124,602 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $49,222 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,620 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $11,964 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $1,050 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $13,078 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $34,712 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,510 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LYNETTE KILLEN | ||||||||||||||
| CEO (RESIGNED SEPT. '17) | $151,143 | $0 | $0 | $0 | $312,668 | $0 | $1,718 | $0 | $24,831 | $0 | $490,360 | $0 | $0 | $0 |
| MAUREEN CASEY | ||||||||||||||
| COO (RESIGNED AUG. '17) | $90,613 | $0 | $0 | $0 | $44,928 | $0 | $1,051 | $0 | $32,039 | $0 | $168,631 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | LYNETTE KILLEN AND MAUREEN CASEY RECEIVED SEVERANCE PAYMENTS IN 2017. THE AMOUNTS WERE $312,668 AND $44,928, RESPECTIVELY. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232174016 | BondIssuerEIN |
| CUSIP | 118612MD9 | CUSIPNum |
| Bond Issued | 2017-07-24 | BondIssuedDt |
| Issue Price | $24,140,000 | IssuePriceAmt |
| Purpose | REFINANCE OUTSTANDING BONDS, FUND CAPEX, CERTAIN RESERVES & CLOSING COST | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Total Proceeds | $24,140,000 | TotalProceedsAmt |
| In Reserve Fund | $2,155,390 | InReserveFundAmt |
| Issuance Costs From Proceeds | $482,800 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $1,536,568 | CapitalExpendituresAmt |
| Other Spent Proceeds | $17,956,451 | OtherSpentProceedsAmt |
| Unspent | $2,008,791 | UnspentAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (1) | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I (F) | FormAndLineReferenceDesc |
| Explanation | THE PROCEEDS FROM THE 2017 BONDS WILL BE USED BY CHANDLER HALL TO (I) REFUND THE OUTSTANDING PRINCIPAL BALANCE OF THE SERIES 2013 BONDS, (II) FINANCE THE COSTS OF CERTAIN CAPITAL IMPROVEMENTS INCLUDING THE RENOVATION AND REFURBISHING OF CERTAIN EXISTING BUILDINGS, (III) FINANCE THE REPAIR AND REPLACEMENT OF CERTAIN EXTERIOR IMPROVEMENTS, INCLUDING SIDEWALKS AND FACILITY ROOFING, (IV) FOR THE RENOVATION AND REPAIR OF SKILLED NURSING ROOMS AND COMMON FACILITIES, AND OTHER CAPITAL IMPROVEMENTS AS NEEDED, AND (V) PAY FOR THE COSTS OF ISSUANCE OF THE 2017 BONDS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE CORPORATION AND TWO OR MORE OTHER DIRECTORS WHO SHALL BE NOMINATED BY THE GOVERNANCE COMMITTEE SUBJECT TO APPROVAL BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO MAKE A BINDING DECISION IN AN EMERGENCY ONLY IF A QUORUM OF THE ENTIRE BOARD IS NOT AVAILABLE FOR A SPECIALLY CALLED MEETING OF THE BOARD. THE CEO MAY BE AN INVITED GUEST. |
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HAS AFFILIATES WITH KENDAL CORPORATION, A PENNSYLVANIA NON-PROFIT ORGANIZATION, TO PROVIDE CONSULTATION, SUPPORT SERVICES, AND GROUP PURCHASING. THE ORGANIZATION USED A MANAGEMENT FIRM TO PROVIDE THE SERVICES OF AN INTERIM EXECUTIVE DIRECTOR. CAROL LUTHER WAS COMPENSATED $69,000 AS A BASE AMOUNT AND $8,474 IN TRAVEL REIMBURSEMENTS. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE KENDAL CORPORATION, A PENNSYLVANIA NONPROFIT ORGANIZATION AFFILIATED WITH CHANDLER HALL, HAS THE POWER TO APPROVE THE ELECTION OF BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE KENDAL CORPORATION HAS THE POWER TO AMEND THE BYLAWS OR ARTICLES OF INCORPORATION AS WELL AS INCUR DEBT, CHANGES IN CORPORATE PURPOSE, USE OF THE NAME "KENDAL", SUBSTANCE OF RESIDENT CONTRACTS, PURCHASE/SALE/LEASE OF REAL PROPERTY, AND MERGER/DISSOLUTION WITH ANOTHER ENTITY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE ASSET COMMITTEE OF THE BOARD, AND A FINAL COPY OF FORM 990 WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A COPY OF THE CONFLICT OF INTEREST POLICY AND THE CONFLICT OF INTEREST SURVEY ARE DISTRIBUTED UPON HIRE OR APPOINTMENT AND ANNUALLY THEREAFTER TO EACH BOARD DIRECTOR, BOARD OFFICER, AND DEPARTMENT HEAD OR STAFF WHO HAS RESPONSIBILITY FOR PURCHASING, CONTRACTING AND/OR VENDOR SELECTION. EACH INDIVIDUAL WILL IDENTIFY AND DECLARE ON THE SURVEY ANY ACTUAL OR POTENTIAL CONFLICTS OF INTERESTS ON THE STATEMENT. CONFLICTS THAT ARISE BEFORE OR AFTER THE ANNUAL DISTRIBUTION OF THE SURVEY SHALL BE DISCUSSED AND DOCUMENTED. CONFLICT OF INTEREST SURVEYS ARE REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE WHO WILL REPORT TO THE FULL BOARD. POSSIBLE OR ACTUAL CONFLICTS THAT MAY ARISE DURING THE COURSE OF THE YEAR WILL BE HANDLED BY THE ASSET COMMITTEE. CHANDLER HALL'S EXTERNAL AUDITORS REVIEW CONFLICT OF INTEREST INFORMATION. CONCERNS ARE REPORTED TO THE BOARD. CHANDLER HALL'S LEGAL COUNSEL OR EXTERNAL AUDITORS ARE AVAILABLE FOR ADVICE. ALL PARTIES GUARD AGAINST A CONFLICT OF INTEREST, WHETHER PERSONAL OR BUSINESS RELATED. THE ORGANIZATION ADDRESSES CONFLICTS OF INTEREST WHEN THEY ARISE. MEANS TO ADDRESS A CONFLICT OF INTEREST MAY INVOLVE ANY ONE OF THE FOLLOWING: 1) RECUSING ONESELF FROM PARTICIPATION IN A DECISION, 2) CHANGE IN COMMITTEE ASSIGNMENT, 3) CHANGE IN JOB RESPONSIBILITIES, OR 4) TERMINATION FROM EMPLOYMENT OR BOARD POSITION. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE SALARY REVIEWS ARE PERFORMED ON AN ANNUAL BASIS. KENDAL CORPORATION GATHERS COMPETITIVE SALARY SURVEYS FROM THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM), LEADING AGE, BOARD SOURCE AND GUIDE STAR. FINDINGS ARE FORWARDED TO THE BOARD CHAIRMAN WHO MEETS WITH THE EXECUTIVE COMMITTEE TO REVIEW THE FINDINGS AND DETERMINE REVISED PAY RATES FOR EXECUTIVE COMPENSATION. REVISED PAY RATES ARE FORWARDED TO THE HUMAN RESOURCES DIRECTOR FOR PROCESSING. COMPENSATION DELIBERATIONS AND FINAL DECISIONS ARE ALL BEING DOCUMENTED IN BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | THERAPISTS: PROGRAM SERVICE EXPENSES 674,168. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 674,168. CONSULTING: PROGRAM SERVICE EXPENSES 17,632. MANAGEMENT AND GENERAL EXPENSES 57,355. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 74,987. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 179,510. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 179,510. MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 62,793. MANAGEMENT AND GENERAL EXPENSES 49,957. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 112,750. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 389,686. MANAGEMENT AND GENERAL EXPENSES 1,034,201. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,423,887. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KENDAL CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1107 EAST BALTIMORE PIKE | AddressLine1Txt |
| City | KENNETT SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19348 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232688382 | EIN |
| Primary Activities | DEVELOP AND SUPPORT RETIREMENT COMMUNITIES | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12C, III-FI | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | 0 | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |