PHOEBE RICHLAND HEALTH CARE CENTER: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PHOEBE RICHLAND HEALTH CARE CENTER (EIN 23-3045622)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201801349349300110
- Schema version
- 2016v3.0
- 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 J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T06:44:35-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233045622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOEBE RICHLAND HEALTH CARE CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHOE | BusinessNameControlTxt |
| Phone | 6107945142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 TURNER STREET | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | robert richards | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6107945142 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS C 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 | 96.89.178.186 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-11 | IPDt |
| IP Tm | 09:37:52 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 0EDBA9E346E33D8FDAC35F5746F849DF1C5CC14B | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT R STEVENSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 TURNER STREET | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,514,220 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHOEBE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | to provide healthcare, cultural and recreational activities, and room and board for residents. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 266 | TotalEmployeeCnt |
| Total Volunteers | 224 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $37,912 | PYContributionsGrantsAmt |
| CY Contributions Grants | $23,043 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $13,594,920 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $15,278,436 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,298 | PYInvestmentIncomeAmt |
| CY Investment Income | $75,177 | CYInvestmentIncomeAmt |
| PY Other Revenue | $94,888 | PYOtherRevenueAmt |
| CY Other Revenue | $137,564 | CYOtherRevenueAmt |
| PY Total Revenue | $13,749,018 | PYTotalRevenueAmt |
| CY Total Revenue | $15,514,220 | 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 | $8,008,147 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,159,335 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,463,829 | PYOtherExpensesAmt |
| CY Other Expenses | $8,378,250 | CYOtherExpensesAmt |
| PY Total Expenses | $14,471,976 | PYTotalExpensesAmt |
| CY Total Expenses | $16,537,585 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$722,958 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,023,365 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,988,401 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,563,819 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $25,469,383 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $28,359,250 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$480,982 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$795,431 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PHOEBE RICHLAND HEALTH CARE CENTER 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". | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $14,464,175 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $15,278,436 | RevenueAmt |
| Desc | 1) Skilled Nursing - phoebe richland PROVIDEs QUALITY NURSING CARE IN A COMFORTABLE HEALTH CARE CENTER. the PHOEBE RICHLAND SKILLED NURSING PROGRAM SERVED 449 INDIVIDUALS FOR THE YEAR ENDED JUNE 30, 2017. THEY HAD 41,372 SKILLED NURSING CARE CENSUS DAYS DURING THAT TIME, WHICH WAS APPROXIMATELY 92.16% OCCUPANCY. ADDITIONALLY, 139,606 NURSING CARE HOURS WERE DEVOTED TO ACCOMPLISHING THIS PROGRAM SERVICE.3) Personal Care - Phoebe Richland provides intermediate levels of care when individuals need help with some activities of daily living but do not require 24 hour skilled nursing care. The Richland Personal Care program served 91 individuals for the year ended June 30, 2017. They had 18,561 personal care census days during that time, which was approximately 63.57% occupancy. Additionally, 41,436 nursing care hours were devoted to accomplishing this program service.3) INDEPENDENT LIVING - phoebe richland PROVIDEs COMPREHENSIVE, INDEPENDENT LIVING SERVICES FOR AGING PEOPLE. THE PHOEBE RICHLAND INDEPENDENT LIVING PROGRAM SERVED 2 INDIVIDUALS FOR THE YEAR ENDED JUNE 30, 2017. THEY OPERATED AT APPROXIMATELY 100.00% OCCUPANCY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PHOEBE RICHLAND PROVIDED CHARITY CARE, SUBSIDIES, AND OTHER SUPPORT OF THOSE IN NEED TO MANY OF THE PROGRAMS AND INDIVIDUALS IT SERVES. UNCOMPENSATED CARE TOTALED $2,314,376 IN 2017, INCLUDING SERVICES PROVIDED TO MEDICAID RESIDENTS WHOSE COSTS EXCEEDED MEDICAID REIMBURSEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $14,464,175 | 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 | 0 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 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 | Yes (1) | 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 | 50 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 266 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS BAER CPA EXEC DIRfinance | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6107945022 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 TURNER ST | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| REV DANIEL T MOSER II | |||||||
| Chairperson | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| donald a seibert | |||||||
| Vice Chairperson | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REV ALAN C MILLER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MITCHELL G POSSINGER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DEBORAH A SIEGER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| peter e fisher md mba | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM C HACKER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| John T Lawton | |||||||
| BoaRD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| Anthony R Thomas | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| REv william paul worley | |||||||
| boARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT R STEVENSON | |||||||
| president/ceo | 40.00 | Yes (X) | Yes (X) | $0 | $745,893 | $47,112 | |
| REV DR HILARY J BARRETT | |||||||
| Secretary | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT MILLER | |||||||
| Treasurer | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| lisa b fichera | |||||||
| EVP/COO | 40.00 | Yes (X) | $0 | $347,132 | $43,698 | ||
| Robert Richards | |||||||
| SR VP FIN/CFO (As of July 2017) | 40.00 | Yes (X) | $0 | $222,341 | $23,625 | ||
| SANDRA A MASSETTI | |||||||
| CHIEF HLTHCRE OFFICER (UNTIL 1/15/16) | 40.00 | Yes (X) | $0 | $35,220 | $0 | ||
| Tracy L Roman | |||||||
| executive director | 40.00 | $122,170 | $0 | $10,449 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $122,170 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,350,586 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $124,884 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | 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 |
|---|---|---|---|---|---|
| TRUSTHOUSE SERVICES GROUP INC | |||||
| PO BOX 743676 | atlanta | GA | 303744367 | DIETARY SVC | $1,372,270 |
| ARAMARK HEALTHCARE SUPPORT SVC | |||||
| 27310 NETWORK PLACE | CHICAGO | IL | 606731248 | HEALTHCARE SUPPORT | $895,386 |
| SFCS | |||||
| 305 South Jefferson St | Roanoke | VA | 24011 | Engineering Services | $174,776 |
| Cowan Associates Inc | |||||
| PO Box 949 | Quakertown | PA | 18951 | Engineering Services | $108,062 |
| Fitzpatrick Lentz & Bubba | |||||
| po box 219 | center valley | PA | 18034 | Legal Services | $107,939 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $23,043 | AllOtherContributionsAmt |
| Total Contributions | $23,043 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | resident revenue | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $15,278,436 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,278,436 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $15,278,436 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,177 | TotalRevenueColumnAmt |
| Exclusion | $75,177 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,492 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $27,492 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $27,492 | TotalRevenueColumnAmt |
| Exclusion | $27,492 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Insurance cost reduction | 623000 | $66,027 | $66,027 |
| Beauty Shop | 623000 | $39,459 | $39,459 |
| Vending Machines | 623000 | $1,745 | $1,745 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,841 | TotalRevenueColumnAmt |
| Exclusion | $2,841 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $110,072 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,514,220 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,278,436 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $212,741 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,336,463 | TotalAmt |
| Program Services | $5,758,508 | ProgramServicesAmt |
| Management And General | $577,955 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,974 | TotalAmt |
| Program Services | $176,516 | ProgramServicesAmt |
| Management And General | $17,458 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,156,547 | TotalAmt |
| Program Services | $1,052,458 | ProgramServicesAmt |
| Management And General | $104,089 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,351 | TotalAmt |
| Program Services | $441,808 | ProgramServicesAmt |
| Management And General | $30,543 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,109,145 | TotalAmt |
| Management And General | $1,109,145 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,597 | TotalAmt |
| Management And General | $16,597 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,070 | TotalAmt |
| Program Services | $18,670 | ProgramServicesAmt |
| Management And General | $11,400 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $275 | TotalAmt |
| Management And General | $275 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,657,492 | TotalAmt |
| Program Services | $3,609,298 | ProgramServicesAmt |
| Management And General | $48,194 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,739 | TotalAmt |
| Program Services | $382 | ProgramServicesAmt |
| Management And General | $1,357 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,355 | TotalAmt |
| Program Services | $240,077 | ProgramServicesAmt |
| Management And General | $63,278 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,995 | TotalAmt |
| Management And General | $18,995 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $386,652 | TotalAmt |
| Program Services | $386,652 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,268 | TotalAmt |
| Program Services | $2,496 | ProgramServicesAmt |
| Management And General | $1,772 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $538,615 | TotalAmt |
| Program Services | $538,615 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,276,387 | TotalAmt |
| Program Services | $1,276,387 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,527 | TotalAmt |
| Program Services | $118,527 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Medical Supplies | $479,238 | $479,238 | |
| License, fees, & taxes | $343,175 | $338,735 | $4,440 |
| Marketing | $31,376 | $31,376 | |
| Dues & memberships | $29,137 | $635 | $28,502 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,207 | TotalAmt |
| Program Services | $25,173 | ProgramServicesAmt |
| Management And General | $8,034 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,537,585 | TotalAmt |
| Program Services | $14,464,175 | ProgramServicesAmt |
| Management And General | $2,073,410 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,700 | BOYAmt |
| EOY | $521 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,731,300 | BOYAmt |
| EOY | $2,749,479 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,746 | BOYAmt |
| EOY | $390 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,448,123 | BOYAmt |
| EOY | $1,425,168 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,500 | BOYAmt |
| EOY | $141,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,741 | BOYAmt |
| EOY | $71,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,533,008 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,583,368 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,144,878 | BOYAmt |
| EOY | $19,949,640 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258,459 | BOYAmt |
| EOY | $2,375,813 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $735,433 | BOYAmt |
| EOY | $495,846 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,143 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,378 | BOYAmt |
| EOY | $353,728 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,988,401 | BOYAmt |
| EOY | $27,563,819 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,282,045 | BOYAmt |
| EOY | $2,078,722 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,446 | BOYAmt |
| EOY | $19,087 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,730,626 | BOYAmt |
| EOY | $17,692,503 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,368 | BOYAmt |
| EOY | $46,441 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $129,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,385,898 | BOYAmt |
| EOY | $8,393,497 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,469,383 | BOYAmt |
| EOY | $28,359,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$480,758 | BOYAmt |
| EOY | -$795,431 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$224 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$480,982 | BOYAmt |
| EOY | -$795,431 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,988,401 | BOYAmt |
| EOY | $27,563,819 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,023,365 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $708,916 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $38,793 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,654 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $79,445 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $37,912 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,043 | CurrentTaxYearAmt |
| Total | $243,847 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,416,894 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,459,905 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,048,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,594,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,278,436 | CurrentTaxYearAmt |
| Total | $66,798,316 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $33,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,536 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,325 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,866 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,459 | CurrentTaxYearAmt |
| Total | $168,577 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,489,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,555,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,157,931 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,667,698 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,340,938 | CurrentTaxYearAmt |
| Total | $67,210,740 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $5,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $300 | CurrentTaxYearMinus1YearAmt |
| Total | $5,350 | 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 Minus2 Years | $5,050 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $300 | CurrentTaxYearMinus1YearAmt |
| Total | $5,350 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $67,205,390 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$3,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,133 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,669 | CurrentTaxYearAmt |
| Total | $131,171 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,166 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$3,095 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,133 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,298 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $102,669 | CurrentTaxYearAmt |
| Total | $131,171 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,654 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $115,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $54,490 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $70,613 | CurrentTaxYearAmt |
| Total | $338,693 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $12,532,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,667,914 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,216,554 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,749,018 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,514,220 | CurrentTaxYearAmt |
| Total | $67,680,604 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99300 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99190 | PublicSupportPY509Pct |
| Investment Income CY | 0.00190 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00050 | 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 | other - 2012 Amount: $ 2,389. 2013 Amount: $ 10,820. 2014 Amount: $ 2,942. 2015 Amount: $ 11,271. 2016 Amount: $ 1,824. insurance COST REDUCTION - 2012 Amount: $ 35,265. 2013 Amount: $ 103,676. 2014 Amount: $ 50,215. 2015 Amount: $ 46,336. 2016 Amount: $ 66,027. BAd Debt Expense Recovery - vending machines - 2013 Amount: $ 1,418. 2014 Amount: $ 1,333. 2015 Amount: $ 2,415. 2016 Amount: $ 1,745. Gift Shop - 2016 Amount: $ 1,017. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule 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 | $275 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $275 | 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 | phoebe richland health care center PAYS DUES TO LeadingAge AND LeadingAge Pa. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID BY PHOEBE richland THAT IS ALLOCABLE TO LOBBYING IS $275. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $600,000 | OtherCostOrOtherBasisAmt |
| Book Value | $600,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,462,878 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,476,881 | DepreciationAmt |
| Book Value | $1,985,997 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,252,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,106,487 | DepreciationAmt |
| Book Value | $145,808 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,217,835 | OtherCostOrOtherBasisAmt |
| Book Value | $17,217,835 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $19,949,640 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| INvestment in affiliate | $2,582,368 |
| Due to affiliate | $5,064,568 |
| Reserve for workmens comp | $47,410 |
| Interest rate swap | $699,151 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $8,393,497 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $16,158,000 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $709,807 | OtherRevenueAmt |
| Revenue Not Reported | $709,807 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,448,193 | RevenueSubtotalAmt |
| Other Revenues Not Included | $66,027 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $66,027 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $15,514,220 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,472,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$65,585 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$65,585 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,537,585 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,537,585 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | When a resident establishes a resident fund management service account, he or she authorizes phoebe RICHLAND to establish and manage an fdic insured interest bearing resident fund or burial account. The resident understands that he or she may have recurring checks deposited directly into the account and that he or she may make deposits to and withdrawals from the account. The resident receives a quarterly statement of account. In the event of a resident's death, any funds owed or advanced to the resident by phoebe richland prior to death are paid to phoebe richland with any remaining balance in the account becoming a part of the resident's estate. |
| 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 891. CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS 708,916. |
| Part XI, Line 4b - Other Adjustments: | insurance reimbursement 66,027. |
| Part XII, Line 2d - Other Adjustments: | insurance reimbursement -66,027. rounding adjustment 442. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT R STEVENSON | ||||||||||||||
| president/ceo | $0 | $394,542 | $0 | $100,683 | $0 | $250,668 | $0 | $18,000 | $0 | $29,112 | $0 | $793,005 | $0 | $0 |
| lisa b fichera | ||||||||||||||
| EVP/COO | $0 | $243,156 | $0 | $37,092 | $0 | $66,884 | $0 | $18,000 | $0 | $25,698 | $0 | $390,830 | $0 | $0 |
| Robert Richards | ||||||||||||||
| SR VP FIN/CFO (As of July 2017) | $0 | $169,463 | $0 | $21,875 | $0 | $31,003 | $0 | $0 | $0 | $23,625 | $0 | $245,966 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 3 | ALL OFFICERS ARE COMPENSATED BY THE RELATED AFFILIATE, PHOEBE SERVICES (EIN 23-2586359). THESE METHODS INCLUDE THE USE OF A BOARD-LEVEL COMPENSATION COMMITTEE, COMPENSATION SURVEYS USING COMPARABLE DATA FROM OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD. A FULLER DESCRIPTION OF THE COMPENSATION DETERMINATION PROCESS CAN BE FOUND ON SCHEDULE O, WITHIN THE EXPLANATION FOR PART VI, LINES 15A AND 15B. |
| 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. |
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 | THE BOROUGH OF LANGHORNE MANOR HIGHER EDUCATION AND HEALTH AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232581246 | BondIssuerEIN |
| CUSIP | NONEAVAIL | CUSIPNum |
| Bond Issued | 2014-04-09 | BondIssuedDt |
| Issue Price | $18,249,000 | IssuePriceAmt |
| Purpose | REFUNDING OF SERIES 2003 AND CONSTRUCTION | 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 |
| Retired | $90,000 | RetiredAmt |
| Total Proceeds | $18,249,000 | TotalProceedsAmt |
| Capital Expenditures | $15,668,377 | CapitalExpendituresAmt |
| Other Spent Proceeds | $2,559,960 | OtherSpentProceedsAmt |
| Unspent | $20,663 | UnspentAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Current Refunding | Yes (1) | CurrentRefundingInd |
| Advance Refunding | 0 | AdvanceRefundingInd |
| Final Allocation Made | 0 | 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 | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | citizens bank of pa | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 7.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| 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 |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MITCH POSSINGER | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | BOARD MEMBER OF PHOEBE AND OFFICER OF CURA | RelationshipDescriptionTxt |
| Transaction | $1,450,866 | TransactionAmt |
| Transaction | PAYMENTS FOR FOOD SERVICES PROVIDED BY VENDOR. ALL TRANSACTIONS ARE AT ARM'S LENGTH. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 6 | PHOEBE-DEVITT HOMES IS THE SOLE MEMBER OF PHOEBE RICHLAND HEALTH CARE CENTER. |
| 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 OR BOARD MEMBER MEETING THE DEFINITION OF INTERESTED PERSON IS PROVIDED A LETTER REGARDING THEIR 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, he or she WOULD ABSTAIN FROM ANY VOTES THAT WERE IN THE aREA OF THE 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 IX, line 11g | Physician and Medical Fees: Program service expenses 151,434. Management and general expenses 0. Fundraising expenses 0. Total expenses 151,434. Transportation Services: Program service expenses 27,962. Management and general expenses 0. Fundraising expenses 0. Total expenses 27,962. Other Professional Fees: Program service expenses 888,486. Management and general expenses 0. Fundraising expenses 0. Total expenses 888,486. Repair and Maintenance Services: Program service expenses 140,366. Management and general expenses 3,423. Fundraising expenses 0. Total expenses 143,789. Purchased Services: Program service expenses 973,993. Management and general expenses 38,975. Fundraising expenses 0. Total expenses 1,012,968. Dietary Services: Program service expenses 1,427,057. Management and general expenses 0. Fundraising expenses 0. Total expenses 1,427,057. Consulting: Program service expenses 0. Management and general expenses 5,796. Fundraising expenses 0. Total expenses 5,796. |
| Form 990, Part XI, line 9: | Change in Fair Value of Swap Agreem 708,916. |
| 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 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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) | PHOEBE-DEVITT HOMES | 0 | Line 10 | |
| PHOEBE-DEVITT HOMES | |||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 231396838 | ADMINISTRATIVE/FUNDRAISING | PA | 501(C)(3) | 0 | Line 7 | N/A | |
| PHOEBE HOUSING INC | |||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 232821149 | ADMINISTRATIVE | PA | 501(C)(3) | PHOEBE-DEVITT HOMES | 0 | Line 10 | |
| PHOEBE BERKS HEALTH CARE CENTER INC | |||||||||||
| ONE HEIDELBERG DRIVE | WERNERSVILLE | PA | 19565 | 232560952 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | PHOEBE-DEVITT HOMES | 0 | Line 10 | |
| PHOEBE SERVICES INC | |||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 232586359 | ADMINISTRATIVE & PHARMACY | PA | 501(C)(3) | PHOEBE-DEVITT HOMES | 0 | Line 10 | |
| WYNCOTE CHURCH HOME INC | |||||||||||
| 208 FERNBROOK AVE | WYNCOTE | PA | 19095 | 231352525 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | PHOEBE-DEVITT HOMES | 0 | Line 10 | |
| Phoebe Corporate and Community Based services inc | |||||||||||
| 1925 TURNER ST | aLLENTOWN | PA | 18104 | 455005460 | therapy & rehabilitation services | PA | 501(C)(3) | pHOEBE-DEVITT HOMES | 0 | Line 10 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOEBE RECIPROCAL RISK RETENTION GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 MEETING ST STE 470 | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200972649 | EIN |
| Primary Activities | INSURANCE RELATED | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOEBE-DEVITT HOMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Share Of Total Income | $66,027 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $495,846 | ShareOfEOYAssetsAmt |
| Ownership | 0.15280 | OwnershipPct |
| 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 | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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