2018-12-21T08:47:46-06:00 2018-08-31 550486667 ARNETT CARBIS TOOTHMAN LLP 5700 CORPORATE DRIVE STE 650 PITTSBURGH PA 15237 990 2017-09-01 412188011 PHN CHARITABLE FOUNDATION PHNC 7249812875 55 PITT STREET SHARON PA 16146 AMY STEIN CLARK DIRECTOR OF FINANCE 7243423002 2018-12-20 1 KELLY A BROCIOUS CPA P01254262 4126356270 2018-12-20 216.12.119.47 2018-12-20 13:23:01 ES P 2412E957DE2F75515A89B43FEA55C557ADEF0DF9 3359037EC17F52B680576CAD088B94A1FE832068 2017 2019-02-21 02:37:17Z DREW PIERCE 55 PITT STREET SHARON PA 16146 1675679 0 X WWW.PRIMARY-HEALTH.NET X 2006 PA 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. 9 8 32 50 0 0 201515 94249 1001181 1052460 66331 -27649 426646 404713 1695673 1523773 50000 80600 0 0 779651 711387 3755 4446 163099 857089 828510 1690495 1624943 5178 -101170 10361123 10119074 1092089 334875 9269034 9784199 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. 0 0 1231332 80600 1052460 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. 1231332 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 32 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 0 0 0 PA X FINANCE DEPARTMENT 7249812875 55 PITT STREET SHARON PA 16146 DONALD PERRY PRESIDENT 1.00 X X 0 0 0 JOHN LAENG DIRECTOR, FORMER CEO 1.00 X 3200 0 0 BONNIE DICKSON DIRECTOR 1.00 X 0 0 0 PAMELA HUDSON DIRECTOR 1.00 X 0 0 0 STEVE SANT DIRECTOR 1.00 X 0 0 0 BILL HILLGROVE DIRECTOR 1.00 X 0 0 0 DEBORAH MCCANNA DIRECTOR 1.00 X 0 0 0 JO ANNE CARRICK DIRECTOR 1.00 X 0 0 0 DAN BELL DIRECTOR 1.00 X 0 0 0 DREW PIERCE CEO 1.00 39.00 X 0 290200 13750 AMY STEIN CLARK DIRECTOR OF FINANCE 1.00 39.00 X 0 118457 22601 3200 408657 36351 0 0 1 0 0 60001 34248 94249 CONTRACTED SERVICES 900099 817798 817798 TRANSPORTATION/COURIER 900099 234662 234662 1052460 63057 63057 373935 0 373935 373935 373935 90706 -90706 -90706 -90706 84605 60001 61200 23405 23405 MISCELLANEOUS 900099 7373 7373 7373 1523773 1052460 0 377064 80600 80600 551181 303148 137796 110237 5320 5320 99673 54818 24919 19936 55213 30367 13803 11043 1397 1397 4446 4446 81667 81667 5797 2898 2899 72687 39977 18172 14538 34789 34789 23510 23510 38173 38173 303737 303737 22782 22782 HOUSEKEEPING SERVICES 51761 51761 TRANSPORTATION 43508 43508 REPAIRS & MAINTENANCE 31342 31342 MEMBERSHIPS & LICENSES 6288 6288 111072 81967 29105 1624943 1231332 230512 163099 181485 164797 1112623 1365236 78088 72634 1650 1650 5711355 2436546 3439339 3274809 5547938 5239948 10361123 10119074 63512 63726 1028532 271199 45 -50 1092089 334875 X 9248634 9763799 20400 20400 9269034 9784199 10361123 10119074 X -101170 -305511 921846 X X 0 1 X 1 0 X X X 1 THE PRIMARY HEALTH NETWORK 251381800 7 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 47165 47165 4024938 1416412 2608526 91844 78568 13276 120555 56192 64363 1426853 885374 541479 3274809 INVESTMENT IN PUNXSUTAWNEY MSF, LLC 1695772 INVESTMENT IN SHARON MSF, LLC 3544176 5239948 INTEREST RATE SWAP LIABILITY -50 -50 X PART X, LINE 2: THE FOUNDATION FOLLOWS THE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS THAT PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE GUIDANCE ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST, PENALTIES, ACCOUNTING IN INTERIM PERIODS, AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THIS GUIDANCE DID NOT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. THE FOUNDATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED ON THE STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS AS A RESULT OF THIS ADOPTION. GENERALLY, TAX RETURNS FOR THE YEARS ENDED AUGUST 31, 2015, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. GOLF OUTING 25200 14268 10932 1390 6750 4182 2964 SNOWBALL CRAWL 42832 32932 9900 502 8475 1424 11046 2 25329 12801 12528 2388 4268 1325 2980 93361 60001 33360 4280 15225 9874 1325 16990 47694 -14334 1 SCHOLARSHIPS FOR STUDENTS ENTERING THE HEALTH FIELD 12 29000 0 COST EITC SCHOLARSHIPS 12 21600 0 COST PENN STATE SHENANGO SCHOLARSHIP 1 30000 COST PART I, LINE 2: THE ORGANIZATION MONITORS AND REQUIRES THE INDIVIDUAL TO PAY THE SCHOLARSHIP FUNDS DIRECTLY TO THE SCHOOL. 0 0 0 0 0 0 0 0 0 DREW PIERCE CEO 0 275000 0 5000 0 10200 0 13750 0 0 0 303950 0 0 PART I, LINE 3 THE CEO'S COMPENSATION IS PAID BY THE PRIMARY HEALTH NETWORK. THE PRIMARY HEALTH NETWORK USES THE FOLLOWING METHOD TO ESTABLISH THE COMPENSATION OF THE CEO: -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE FORM 990, PART VI, SECTION A, LINE 6 PRIMARY HEALTH NETWORK IS THE SOLE MEMBER OF PHN CHARITABLE FOUNDATION. PRIMARY HEALTH NETWORK HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF PHN 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 BY THE PRIMARY HEALTH NETWORK'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 PHN CHARITABLE FOUNDATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 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 XI, LINE 9: ASSET TRANSFER FROM AFFILIATE 921,846. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. THE PROCESS IS CONSISTENT WITH PRIOR YEARS AND HAS NOT CHANGED. THE PRIMARY HEALTH NETWORK 100 SHENANGO AVE SHARON PA 16146 251381800 OPERATES FEDERALLY QUALIFIED HEALTH CENTERS PA 501(C)(3) LINE 3 0 PUNXSUTAWNEY MSF LLC 100 SHENANGO AVE SHARON PA 16146 460584749 INVESTMENT COMPANY PA -122644 5836932 0 0 0.50000 SHARON MSF LLC 100 SHENANGO AVE SHARON PA 16146 471604302 INVESTMENT COMPANY PA -274306 10337089 0 0 0.50000 PHN PHYSICIAN SERVICES 100 SHENANGO AVE SHARON PA 16146 204251617 MEDICAL SERVICES PA C 0 PALU INVESTMENT GROUP LTD 81 VINE AVE SHARON PA 16146 271971298 INVESTMENT COMPANY PA C 0 0 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0