2018-05-14T06:44:35-05:00 2017-06-30 390859910 baker tilly virchow krause llp 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2016-07-01 232586359 PHOEBE SERVICES INC PHOE 6107945142 1925 TURNER STREET ALLENTOWN PA 18104 RObert Richards CFO 6107945142 2018-05-11 1 JULIUS C GREEN CPA P00350393 2159720701 X 2016 2022-09-23 18:48:47Z SCOTT R STEVENSON 1925 TURNER STREET ALLENTOWN PA 18104 29978476 0 X WWW.PHOEBE.ORG X 1989 PA PROVIDE MGMT, PHARMACEUTICAL, AND PASTORAL CARE SVC TO RELATED exempt ORGANIZATIONS. 13 11 234 67 3348832 -5290 0 2680 29766895 29768091 32469 42851 142244 96995 29941608 29910617 0 0 0 0 11679957 11887304 0 0 0 19081262 19518906 30761222 31406210 -819614 -1495593 27856592 24507145 39637875 37549579 -11781283 -13042434 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 SERVE THE NEEDS AND TO ENHANCE THE LIVES OF OUR ELDERS, THEIR FAMILIES, AND THE BROADER COMMUNITY". 0 0 9262253 0 7183712 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 19672349 0 22584379 THE PHOEBE SERVICES, INC PHARMACY SERVICED 10,792 INDIVIDUALS DURING THE YEAR ENDED JUNE 30, 2017. 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 28934602 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 61 0 1 234 1 1 1 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THOMAS BAER CPA EXEC DIRfinance 6107945022 1925 Turner Street Allentown PA 18104 X WILLIAM C HACKER BOARD MEMBER 1.00 X 0 0 0 REV ALAN C MILLER BOARD MEMBER 1.00 X 0 0 0 ROBERT MILLER Treasurer 1.00 X X 0 0 0 REV DANIEL T MOSER II Chairperson 1.00 X X 0 0 0 MITCHELL G POSSINGER BOARD MEMBER 1.00 X 0 0 0 DR DEBORAH A SIEGER BOARD MEMBER 1.00 X 0 0 0 SCOTT R STEVENSON PRESIDENT/CEO 40.00 X X 745893 0 47112 PETER E FISHER MD MBA BOARD MEMBER 1.00 X 0 0 0 DONALD A SEIBERT Vice Chairperson 1.00 X X 0 0 0 REV DR HILARY J BARRETT SecRETARY 1.00 X X 0 0 0 John T Lawton BOARD MEMBER 1.00 X 0 0 0 Anthony R Thomas BOARD MEMBER 1.00 X 0 0 0 REV WILLIAM PAUL WORLEY BOARD MEMBER 1.00 X 0 0 0 SANDRA A MASSETTI CHIEF HLTHCRE OFF. (UNTIL 1/15/16) 40.00 X 35220 0 0 LISA B FICHERA EVP/COO 40.00 X 347132 0 43698 marykay mcmahon executive director 40.00 X 187359 0 22277 CYNTHIA S RICHART EX. DIR. PSI PHARMACY 40.00 X 185897 0 22604 STEPHAN JAMIOLKOWSKI PHARMACIST 40.00 X 144453 0 14065 Michael V Battler DIR Lancaster Pharmacy 40.00 X 152976 0 9675 alice v donlan ex dir rehab/op ser 40.00 X 164205 0 21444 robert richards SR VP OF FIN./CFO (AS of July 17) 40.00 X 222341 0 23625 Adam F Marles sr Vice Pres Inst. Adv./Mkting 40.00 X 182818 0 21596 2368294 0 226096 21 0 1 0 Creating Results LLC 14000 crown ct ste 211 woodbridge VA 22193 Marketing Services 478215 Schneider downs & co inc one ppg pl ste 1700 pittsburgh PA 15222 technology services 305911 Morefield Communications inc 35 north 35th st camP HILL PA 17011 Technology services 200792 THE MORNING CALL PO BOX 415459 BOSTON MA 022415459 Advertising Services 159746 Grafika Commercial Printing 710 johnston st sinking springs PA 19608 Printing services 148842 10 2680 2680 PATIENT & RESIDENT SERVICES 446110 22584379 19239645 3344734 MANAGEMENT SERVICES 446110 7183712 7183712 29768091 34085 34085 66356 66356 0 10269 1503 8766 8766 8766 insurance cost reduction 446110 78034 78034 events & conferences 446110 10228 10228 COnsulting 446110 4098 4098 4635 4635 96995 29910617 26423357 3348832 135748 1425476 1385563 39913 8372276 8137852 234424 324256 315177 9079 1132165 1101242 30923 633131 615403 17728 72686 71083 1603 67917 62377 5540 750812 222869 527943 1292943 1292943 675920 528929 146991 468840 468840 544364 518792 25572 56381 19567 36814 1728 1728 934782 934782 91705 91705 Medical Supplies 14327005 14327005 Other Expenses 147110 110834 36276 Dues, memb, and subs. 30485 3945 26540 Special Events 23189 10916 12273 33039 5993 27046 31406210 28934602 2471608 0 630 1832673 1886049 661023 618709 3793810 3914984 14839335 10670773 4536711 4168562 403171 152283 876078 586031 2500000 2500000 127614 13124882 10680527 27856592 24507145 3787018 4348877 770 1579 16203861 13426617 19646226 19772506 39637875 37549579 X -12385915 -13649746 597078 599758 7554 7554 -11781283 -13042434 27856592 24507145 X -1495593 2233 232209 X 0 1 X 1 0 X 6328 850 325 2680 10183 13455692 19816517 21560749 26525201 26423357 107781516 41677 122529 59346 54762 78034 356348 13503697 19939896 21620420 26579963 26504071 108148047 0 0 0 108148047 28607 29824 93230 94673 100441 346775 1730 1730 30337 29824 93230 94673 100441 348505 1803 5222 10838 87482 18961 124306 13535837 19974942 21724488 26762118 26623473 108620858 0.99560 0.99650 0.00320 0.00240 X Schedule A, Part III, Line 12, Explanation of Other Income: OTHER - 2012 Amount: $ 1,803. 2013 Amount: $ 5,222. 2014 Amount: $ 10,838. 2015 Amount: $ 2,998. 2016 Amount: $ 16,811. cpe tuition - 2015 Amount: $ 2,885. 2016 Amount: $ 2,150. bad debt recovery - 2015 Amount: $ 81,599. 203287 203287 2306994 1338765 968229 606863 555693 51170 11346565 8776315 2570250 375626 375626 4168562 investment in affiliates 2500000 C 2500000 Due From Affiliates 10673634 life insurance policy 6893 10680527 Due to affiliates 19726583 reserve for workmens comp 78265 Interest Rate Swap Agreement -32342 19772506 X 30131000 232061 232061 29898939 11678 11678 29910617 31395000 -11678 -11678 31406678 -468 -468 31406210 Part X, Line 2: The Organization accounts for uncertainty in income taxes using 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. Management has determined that there were no material tax uncertainties that met the recognition threshold in 2017 and 2016. Part XI, Line 2d - Other Adjustments: rounding adjustment -148. change in value of interest rate swap agreement 232,209. Part XI, Line 4b - Other Adjustments: rental expenses -66,356. insurance reimbursement 78,034. Part XII, Line 2d - Other Adjustments: rental expenses 66,356. insurance reimbursement -78,034. Part XII, Line 4b - Other Adjustments: rounding adjustment -468. X X X 0 1 0 0 0 0 0 1 0 SCOTT R STEVENSON PRESIDENT/CEO 394542 0 100683 0 250668 0 18000 0 29112 0 793005 0 0 0 LISA B FICHERA EVP/COO 243156 0 37092 0 66884 0 18000 0 25698 0 390830 0 0 0 marykay mcmahon executive director 150820 0 21000 0 15539 0 0 0 22277 0 209636 0 0 0 CYNTHIA S RICHART EX. DIR. PSI PHARMACY 134882 0 21210 0 29805 0 0 0 22604 0 208501 0 0 0 STEPHAN JAMIOLKOWSKI PHARMACIST 139535 0 0 0 4918 0 0 0 14065 0 158518 0 0 0 Michael V Battler DIR Lancaster Pharmacy 127813 0 19068 0 6095 0 0 0 9675 0 162651 0 0 0 alice v donlan ex dir rehab/op ser 119747 0 18750 0 25708 0 0 0 21444 0 185649 0 0 0 robert richards SR VP OF FIN./CFO (AS of July 17) 169463 0 21875 0 31003 0 0 0 23625 0 245966 0 0 0 Adam F Marles sr Vice Pres Inst. Adv./Mkting 131646 0 20350 0 30822 0 0 0 21596 0 204414 0 0 0 Part I, Line 4b SCOTT STEVENSON AND LISA FICHERA PARTICIPATE IN A NON-QUALIFIED RETIREMENT PLAN. PHOEBE MINISTRIES CONTRIBUTED $18,000 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 8255000 16325000 268726 16056274 2012 1 0 1 1 B 2115000 4560000 87862 4472138 2012 1 0 1 1 A 0 0 1 0 1 1 CITIZENS BANK 5.000000000000 0 0 0 0 1 B 0 0 1 0 1 1 CITIZENS BANK 6.875000000000 0 0 0 0 1 A 1 B 1 MITCH POSSINGER BOARD MEMBER AND OFFICER OF CURA HOSPITALITY 300 PAYMENTS FOR FOOD SERVICES PROVIDED BY VENDOR. ALL TRANSACTIONS ARE AT ARM'S LENGTH. 0 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 WOULD ABSTAIN FROM ANY VOTES THAT WERE 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 232,209. form 990 Organizational Overview: Phoebe-Devitt Homes (d/b/a Phoebe Ministries) is a Pennsylvania not-for-profit corporation. Phoebe started as a single Allentown nursing home in 1903 and now serves almost fifteen thousand seniors annually in seven Pennsylvania counties. Phoebe features four continuing care retirement communities, eight affordable housing facilities, home and community-based services and pharmacies. Phoebe's comprehensive services include skilled nursing care, personal care, independent living, in home care coordination, short term and outpatient rehabilitation, mental health services, and award-winning memory support and dementia services. Phoebe's primary service area includes communities in Berks, Bucks, Lehigh, Montgomery, Northampton, Lancaster, and Union counties in Pennsylvania. Phoebe's Charitable Care Benefit: Phoebe's charitable care levels reached a plateau in FY2016 when it exceeded $15 million, a significant increase from just eight years prior when charitable care was $5.4 million in FY2008. In fiscal year 2017, Phoebe Allentown launched a repositioning project which reduced the number of skilled nursing beds to 270. This was done to improve Phoebe's care model and protect the long term sustainability of skilled nursing, one of Phoebe's most well-known services. As a result of the repositioning, Phoebe started rolling out a new customer driven culture model. Some of the positive changes our residents and family have seen is an increase in direct care staffing per resident, elimination of our older three- and four-bed rooms, and the decentralization of dining services. Essentially we are putting all the services our residents need directly into the neighborhood where they reside. Phoebe remains committed to our residents and employs comprehensive charitable care programming to allow residents to receive uncompromised care even when they exhaust their funds. This is a demonstration of Phoebe's enduring legacy of care and compassion. Those served by charitable and benevolent care are able to receive Phoebe's quality care and programming, ensuring that each and every person at Phoebe is experiencing the joys, comforts, and happiness expected in life. The annual golf tournament is Phoebe's biggest fundraising event of the year. The golf Tournament typically nets over $100,000 for charitable care at Phoebe. Last year, over 250 golfers attended the event and supported Phoebe's mission to provide compassionate care to residents, regardless of their ability to pay. Phoebe's Workforce Benefit: Phoebe continues to attract skilled and dedicated employees. We offer competitive salaries, excellent benefits and opportunities for ongoing growth and education within the health care profession. Last year, Phoebe Ministries continued as a leader in providing jobs to people in the community, employing more than 1,200 individuals. Human Resources staff attends and recruits from job fairs and advertises open positions at Lehigh Valley colleges and other universities in the Northeast. Volunteerism at Phoebe: Phoebe's volunteers range in age from just 14 years old to 102 years old and are trained by Phoebe staff for the various activities for which they volunteer. Because of our well-trained staff and dedicated volunteers, Phoebe is able to deliver the best services to seniors. Phoebe partners with individuals, local corporations, and organizations to those who live in Phoebe communities. Phoebe works with more than 595 volunteers who help with activities ranging from office work to chaplain duties. Community Education: Founded in 2001, the Phoebe Institute on Aging's mission is to provide forums for discussion and learning, including educational programs, cooperative ventures, and outreach activities which promote improved quality of care for the aging and their families in the regions Phoebe serves. It is guided by a community advisory board which includes representatives of governmental agencies, hospital and medical personnel, human services providers, area agencies on aging, and faculty from colleges and universities. In 2014, a subcommittee of the Phoebe Institute on Aging (PIA) was formed to focus on dementia. This group brought together representatives from community organizations and the Phoebe Center for Excellence in Dementia Care. The committee collaborates with local organizations to create educational material and develop strategies to make the Lehigh Valley a dementia-friendly community. The fall conference, held in October 2017 at DeSales University with an attendance of over 250, was titled "The Future of Aging Services: Multi-Disciplinary Perspectives and Strategies for Uncertain Times". The keynote speaker was Jeffrey C. Bauer, Ph.D., LLC, FAANP (H), a health futurist and medical economist. The conference focused on envisioning the future of aging services by finding inspiration in the current dynamic health care and political environments in order to transform care in the next 20 years. Speakers will explore the expanding realm of opportunities in the context of growing uncertainty about the environments in which aging will occur. The spring 2017 conference, "The Changing Face of Care: Serving Older Adults in a Dynamic Environment," was held in May and attended by nearly 300 individuals from numerous disciplines associated with aging services. The keynote speaker was Robyn I Stone, Ph.D., the executive director and senior vice president of research at the LeadingAge Center for Applied Research. The spring conference focused on new trends and service lines in senior care and how the current dynamic health care and political environments can inspire us to find solutions to the current care puzzle. Phoebe's second largest fundraising event is the Phoebe Institute on Aging Annual Benefit. This annual event is supported by corporate and individual sponsorships with the proceeds from the Benefit helping to underwrite nursing and therapist scholarships, employee workshops, and community conferences (as listed above) on topics of concern to older adults and their caregivers. As part of Phoebe's mission to enhance the lives of our elders, their families, and the broader community, Phoebe offers free or low-cost programs to the public that augment and support both our services and the role that the community can help play in caring for the aging. Programs like these are made possible by the generous support of donors, volunteers, and underwriters. Here are a few of the programs we provided last year: 12th Annual Upper Bucks Forum on Aging, Being Prepared Series, Berks Summer Band Concert Series, and Senior Health and Fitness Day. Pastoral Care: Phoebe Ministries' Pastoral Care program plays a major role in our benefit to the community. This past year, 14 students participated in the Clinical Pastoral Education (CPE) program. Phoebe is committed to providing pastoral care to our residents. All of Phoebe chaplains are trained in Phoebe's Spirit Alive program and help the coordinator of the program maintain Spirit Alive on all of our campuses. Spirit Alive is a multi-sensory Montessori method of leading worship for those with mid to late stage dementia. Phoebe employs a Director of Pastoral Care who is a certified ACPE supervisor. Phoebe's CPE program has trained over 200 students in pastoral ministry. Last fiscal year, over $100,000 was raised as phase one of The Endowment for Clinical Pastoral Education. The first phase of the campaign was to raise $100,000 for pastoral student scholarship to attend Phoebe's CPE training. The second phase seeks to raise an additional $100,000 for program enhancement. Once those funds are raised the last phase is to raise yet another $100,000 to expand the program to include Clinical Pastoral Education Training. Altogether the goal is to raise a total of $300,000 to support Phoebe's commitment to theological training for clergy and laypeople that takes place in an academic setting along with real life experience practicing ministry to Phoebe residents. In addition, the director coordinates outreach to the churches and conferences, as well as represents Phoebe to the UCC Council for Health and Human Services Ministries. form 990 Donor Support of our Mission: As a result of generous charitable giving, some of Phoebe's most profound programs have been able to reach fruition, and as our donor support continues to grow, we are empowered to bring those programs to an increasing number of residents. Due to charitable giving this fiscal year, Spirit Alive was able to expand its presence across all campuses. Now, with a total of 14 active groups through Phoebe communities, Spirit Alive is a specialized Pastoral Care service designed for residents in the middle to late stages of dementia. Spirit Alive integrates dementia care into the spiritual care of residents, providing them with a greater sense of community, connection, and caring. The Dream Makers program helps our residents fulfill new and lifelong dreams with the amazing generosity of financial gifts from the community. A recent example of this fund in action was when 101 year old Naomi Cressman, a Phoebe Richland resident, was given the opportunity to fly a plane. The flight was to be paid out of funds from this fund donated to the Dream Makers program, but the kind folks at Quakertown Airport enjoyed the experience so much, they insisted on donating the flight. This is just one of many lifelong dreams fulfilled because of the generosity of our donors. In addition, the list below outlines more noteworthy results of generous philanthropy from foundations, individuals, corporate partners, churches, and organizations. Allentown -Trexler Wing renovations on the western side of the health care center were completed in FY2016-17. The wing now has a more open concept, six additional beds, a new conference room, renovated dining areas, three new spas, and a refreshed exterior. These changes are part of Phoebe's customer driven care model. -Phoebe received a $1.1 million estate gift from Mary Jane Fisher, designated toward support of the Bridgeways memory support neighborhood and Allen Way neighborhood at Phoebe Allentown. Her gift recognizes the role outstanding staff plays in taking care of our residents and making Phoebe a place residents are happy to call home. We are deeply moved and honored by Ms. Fisher's generosity. Berks -A Phoebe resident was looking for just the right opportunity to do something big to memorialize his wife, Doris, and when the right opportunity came along Dr. Clifford Wagner knew it. At a resident meeting, it was mentioned that a new bus was needed for running regular errands, field trips and other resident outings. It didn't take long for him to get the wheels moving and donate the funds needed for a new and beautiful luxury bus all the residents could enjoy. Richland -As part of Phoebe's ongoing initiative to adopt customer driven culture in all facilities, staff at Phoebe Richland trained to become certified Music & Memory providers. The interdisciplinary team comprises of community life, nursing, dining, and environmental services staff. Alongside them, students from Moravian College neuroscience and nursing programs are training as well. The goal of the Music & Memory program at Phoebe is to improve the quality of life for dementia residents, and to ease stressful reactions to certain events and times of the day. The program is young but already showing great benefit. With more philanthropic support, we'd like to grow the program to benefit at least 70 percent of our community. Wyncote -Studio apartments for both independent living and personal care residents are receiving some much needed renovations. The newly renovated spaces create convenient accommodations designed to meet the evolving needs of older adults as they age. They are more homey, open and airy. A beautiful place to call home. -Generous gifts were made from both a foundation and individuals to start the process of creating an outdoor space for residents to sit outside and enjoy the beautiful campus surroundings. Support from our donors funds exceptional care and programming for our residents and also enhances education for those who serve our aging population. Unrestricted gifts remain the backbone of supporting Phoebe's mission and play a part in many projects completed at Phoebe throughout each fiscal year. Unrestricted giving provides Phoebe with the opportunity to use the money where it is needed most and where it will have the greatest impact. An unrestricted gift may be used to support charitable care or community life programming, equipment repairs, pastoral care programming or even community enhancements. Phoebe also accepts restricted gifts that are deemed reasonable by the Institutional Advancement Department. Donors are encouraged to first discuss their ideas for restricted gifts with the Institutional Advancement Department 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 even after their death. Phoebe is also blessed by donors who have established permanent endowments that are prudently invested and provide an ongoing income stream to Phoebe 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 Institutional Advancement Office (610-794-5132) to explore gift planning options. Additionally, Phoebe encourages donors to consult their professional advisors when considering significant charitable gifts. The Institutional Advancement staff frequently works with donor advisors to accomplish the donors' goals and desired outcomes. Phoebe Highlights: Here are some notable highlights from this year: -Phoebe Berks, a Phoebe retirement community in Berks County, Pennsylvania, celebrated its 25th anniversary -Phoebe Richland was awarded Readers' Choice by Penny Power in March 2017 -For the fourth year running, the David A. Miller Personal Care Community at Phoebe Allentown was selected as The Morning Call Reader's Choice in the Personal Care Home category -The Philadelphia Inquirer featured Spirit Alive in their health section Leadership Recognitions: -"Phoebe Berks: Bringing People Home," a documentary featuring the history and community of Phoebe Berks, won a 2017 Golf AVA Digital Media Award in March 2017. The film was created in 2017 by Andy Rice of Kanai Productions to highlight the storied past of the retirement community and the land on which it stands. The AVA Digital Awards is an international competition that recognizes outstanding works of digital communication. -Cynthia Richart, R.Ph., Vice President of Pharmacy Operations at Phoebe, was named the 2017 Health Care Professional of the Year from Lehigh Valley Business' Healthcare Heroes awards. Form 990 Expanded Facilities and Services: -Open House Night In January, Phoebe Allentown held an open house night to celebrate the reopening of the Trexler Wing, home of the newly remodeled short term rehabilitation unit. Case managers and referral sources from the greater community attended the event where tours were provided. -Phoebe Pharmacy continues to expand, adding behavioral health provider Teen Challenge Training Center in Rehrersburg to their list of clients. Currently Phoebe Pharmacy serves thousands of customers in long term care and behavioral health facilities across eleven counties in Pennsylvania. -Pathstones by Phoebe, the organization's Continuing Care at Home program, continued to grow, reaching more than 30 members 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 177 meeting st ste 470 charleston SC 29401 200972649 insurance related SC PHOEBE-DEVITT HOMES C 78034 586031 0.18060 0 0 0 0 1 1 0 0 0 0 1 1 1 1 1 1 1 1 0 0