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 233045622 PHOEBE RICHLAND HEALTH CARE CENTER INC PHOE 6107945142 1925 TURNER STREET ALLENTOWN PA 18104 robert richards CFO 6107945142 2018-05-11 1 JULIUS C GREEN CPA P00350393 2159720701 X 96.89.178.186 2018-05-11 09:37:52 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 0EDBA9E346E33D8FDAC35F5746F849DF1C5CC14B 2016 2021-01-29 14:40:06Z SCOTT R STEVENSON 1925 TURNER STREET ALLENTOWN PA 18104 15514220 0 X WWW.PHOEBE.ORG X 2000 PA to provide healthcare, cultural and recreational activities, and room and board for residents. 13 11 266 224 0 0 37912 23043 13594920 15278436 21298 75177 94888 137564 13749018 15514220 0 0 0 0 8008147 8159335 0 0 0 6463829 8378250 14471976 16537585 -722958 -1023365 24988401 27563819 25469383 28359250 -480982 -795431 X 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". 0 0 14464175 0 15278436 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. 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. 14464175 1 1 0 1 0 0 0 0 1 0 1 0 0 0 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 50 0 1 266 1 0 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 ST ALLENTOWN PA 18104 X REV DANIEL T MOSER II Chairperson 1.00 X X 0 0 0 donald a seibert Vice Chairperson 1.00 X X 0 0 0 REV ALAN C MILLER BOARD MEMBER 1.00 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 peter e fisher md mba BOARD MEMBER 1.00 X 0 0 0 WILLIAM C HACKER BOARD MEMBER 1.00 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 SCOTT R STEVENSON president/ceo 40.00 X X 0 745893 47112 REV DR HILARY J BARRETT Secretary 1.00 X X 0 0 0 ROBERT MILLER Treasurer 1.00 X X 0 0 0 lisa b fichera EVP/COO 40.00 X 0 347132 43698 Robert Richards SR VP FIN/CFO (As of July 2017) 40.00 X 0 222341 23625 SANDRA A MASSETTI CHIEF HLTHCRE OFFICER (UNTIL 1/15/16) 40.00 X 0 35220 0 Tracy L Roman executive director 40.00 X 122170 0 10449 122170 1350586 124884 1 0 1 0 TRUSTHOUSE SERVICES GROUP INC PO BOX 743676 atlanta GA 303744367 DIETARY SVC 1372270 ARAMARK HEALTHCARE SUPPORT SVC 27310 NETWORK PLACE CHICAGO IL 606731248 HEALTHCARE SUPPORT 895386 SFCS 305 South Jefferson St Roanoke VA 24011 Engineering Services 174776 Cowan Associates Inc PO Box 949 Quakertown PA 18951 Engineering Services 108062 Fitzpatrick Lentz & Bubba po box 219 center valley PA 18034 Legal Services 107939 5 23043 23043 resident revenue 623000 15278436 15278436 15278436 75177 75177 27492 0 27492 27492 27492 Insurance cost reduction 623000 66027 66027 Beauty Shop 623000 39459 39459 Vending Machines 623000 1745 1745 2841 2841 110072 15514220 15278436 0 212741 X 6336463 5758508 577955 193974 176516 17458 1156547 1052458 104089 472351 441808 30543 1109145 1109145 16597 16597 30070 18670 11400 275 275 3657492 3609298 48194 1739 382 1357 303355 240077 63278 18995 18995 386652 386652 4268 2496 1772 538615 538615 1276387 1276387 118527 118527 Medical Supplies 479238 479238 License, fees, & taxes 343175 338735 4440 Marketing 31376 31376 Dues & memberships 29137 635 28502 33207 25173 8034 16537585 14464175 2073410 0 18700 521 2731300 2749479 9746 390 1448123 1425168 141500 141500 78741 71734 27533008 7583368 19144878 19949640 258459 2375813 735433 495846 361143 60378 353728 24988401 27563819 2282045 2078722 11446 19087 14730626 17692503 59368 46441 129000 8385898 8393497 25469383 28359250 X -480758 -795431 -224 0 -480982 -795431 24988401 27563819 X -1023365 708916 X 0 1 X 1 0 X 38793 64654 79445 37912 23043 243847 12416894 12459905 13048161 13594920 15278436 66798316 33391 30536 30325 34866 39459 168577 12489078 12555095 13157931 13667698 15340938 67210740 5050 300 5350 0 5050 300 5350 67205390 6166 -3095 4133 21298 102669 131171 6166 -3095 4133 21298 102669 131171 37654 115914 54490 60022 70613 338693 12532898 12667914 13216554 13749018 15514220 67680604 0.99300 0.99190 0.00190 0.00050 X Schedule A, Part III, Line 12, Explanation of Other Income: 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 275 275 0 Part II-B, Line 1: 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. 0 1 X 600000 600000 7462878 5476881 1985997 2252295 2106487 145808 17217835 17217835 19949640 INvestment in affiliate 2582368 Due to affiliate 5064568 Reserve for workmens comp 47410 Interest rate swap 699151 8393497 X 16158000 709807 709807 15448193 66027 66027 15514220 16472000 -65585 -65585 16537585 0 16537585 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. 0 1 0 0 0 0 0 0 0 SCOTT R STEVENSON president/ceo 0 394542 0 100683 0 250668 0 18000 0 29112 0 793005 0 0 lisa b fichera EVP/COO 0 243156 0 37092 0 66884 0 18000 0 25698 0 390830 0 0 Robert Richards SR VP FIN/CFO (As of July 2017) 0 169463 0 21875 0 31003 0 0 0 23625 0 245966 0 0 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. A THE BOROUGH OF LANGHORNE MANOR HIGHER EDUCATION AND HEALTH AUTHORITY 232581246 NONEAVAIL 2014-04-09 18249000 REFUNDING OF SERIES 2003 AND CONSTRUCTION 0 0 0 A 90000 18249000 15668377 2559960 20663 2016 1 0 0 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 0 1 1 citizens bank of pa 7.000000000000 0 0 0 0 1 A 1 MITCH POSSINGER BOARD MEMBER OF PHOEBE AND OFFICER OF CURA 1450866 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 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 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-DEVITT HOMES 1925 TURNER ST ALLENTOWN PA 18104 231396838 ADMINISTRATIVE/FUNDRAISING PA 501(C)(3) Line 7 N/A 0 PHOEBE HOUSING INC 1925 TURNER ST ALLENTOWN PA 18104 232821149 ADMINISTRATIVE PA 501(C)(3) Line 10 PHOEBE-DEVITT HOMES 0 PHOEBE BERKS HEALTH CARE CENTER INC ONE HEIDELBERG DRIVE WERNERSVILLE PA 19565 232560952 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) Line 10 PHOEBE-DEVITT HOMES 0 PHOEBE SERVICES INC 1925 TURNER ST ALLENTOWN PA 18104 232586359 ADMINISTRATIVE & PHARMACY PA 501(C)(3) Line 10 PHOEBE-DEVITT HOMES 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 66027 495846 0.15280 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1