2017-11-14T13:27:48-06:00 2016-12-31 390859910 Baker Tilly Virchow Krause LLP 1650 Market Street Suite 4500 Philadelphia PA 191037341 990 2016-01-01 232365124 Chandler Hall Health Services Inc CHAN 2158604000 99 Barclay Street Newtown PA 18940 CAROL LUTHER executive director 2158604000 2017-11-14 1 JULIUS GREEN CPA P00350393 2159720701 X 96.89.178.186 2017-11-14 11:58:41 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 ED9739DB62D12D6ED8F3CBFB514EE7098A20FB50 2016 2017-02-10 21:41:12Z carol luther 99 Barclay Street Newtown PA 18940 22758321 0 X WWW.CHANDLERHALL.ORG X 1985 PA CHANDLER HALL PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES to senior citizens. 12 12 404 117 67208 0 348554 364584 17311808 17795700 142031 221091 333113 49148 18135506 18430523 0 0 0 0 11475602 11874002 0 0 197404 8297176 8586583 19772778 20460585 -1637272 -2030062 25949440 23549433 23525887 22845825 2423553 703608 X Chandler Hall, a non-profit organization, as guided by the Quaker principle of seeking that of God in everyone, provides an array of quality care services for aging individuals, their families and caregivers, who become a part of the Chandler Hall community. 0 0 15805758 0 17795700 CHANDLER HALL HEALTH SERVICES, INC. IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 501(c)(3) AND IS AUTHORIZED TO BUILD, OWN, OPERATE AND MAINTAIN RESIDENTIAL, MEDICAL AND PROTECTIVE CARE FACILITIES SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND RELIGIOUS NEEDS OF ELDERLY PERSONS, INCLUDING, BUT NOT LIMITED TO, A SKILLED NURSING FACILITY AND HOSPICE; TO OPERATE SUCH FACILITIES AT THE LOWEST FEASIBLE COST; AND TO BUILD, OWN, OPERATE, AND MAINTAIN RELATED SUPPORT FACILITIES AND SERVICES, ALL TO BE USED IN CONNECTION WITH THE FOREGOING FACILITIES, AND FOR ANY OTHER PROPER AND CHARITABLE PURPOSES.CHANDLER HALL HEALTH SERVICES, INC. PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES. FRIENDS NURSING HOME OPERATES A LONG-TERM CARE FACILITY CONSISTING OF 53 SKILLED NURSING BEDS IN ADDITION TO PROVIDING VARIOUS ANCILLARY SERVICES. THE HOSPICE PROGRAM PROVIDES SERVICES AND SUPPORT TO THE TERMINALLY ILL AND THEIR FAMILIES. CHANDLER HALL PROGRAMS ALSO INCLUDE INDEPENDENT LIVING, ADULT DAY CARE, CLINICAL PHYSICIAN AND NURSE PRACTITIONER SERVICES, AND ANCILLARY SERVICES FOR THE ELDERLY. AT DECEMBER 31, 2016, PERSONAL CARE SERVICES WERE PROVIDED IN 129 UNITS, and FACILITY AND INDEPENDENT LIVING SERVICES WERE PROVIDED IN 10 INDEPENDENT LIVING UNITS. CHANDLER HALL HEALTH SERVICES PROVIDED 18,289 CARE DAYS IN ITS LONG TERM CARE FACILITY, 2,593 CARE DAYS IN ITS HOSPICE INPATIENT FACILITY. CHANDLER HALL HEALTH SERVICES' LONG TERM CARE FACILITY OPERATED AT 94.5% CAPACITY AND ITS HOSPICE CARE FACILITY OPERATED AT 88.8% OF ITS TOTAL CAPACITY IN 2016. 15805758 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 404 1 1 1 0 0 0 0 1 1 0 0 0 0 X 12 12 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X michael mcglone sr director of fi 2158604000 99 Barclay Street Newtown PA 18940 Sharon O LeFever dIRECTOR 1.00 X 0 0 0 Paul Sheehan pRESIDENT 1.00 X X 0 0 0 Donald Bruckman sECRETARY 1.00 X X 0 0 0 Linda Flower VICE CHAIR 1.00 X X 0 0 0 Ramona Kirwan DIRECTOR 1.00 X 0 0 0 DUDLEY SAURMAN treasurer 1.00 X X 0 0 0 Karen Fulton DIRECTOR 1.00 X 0 0 0 Alan Crosman DIRECTOR 1.00 X 0 0 0 EliZabeth Bayardi DIRECTOR 1.00 X 0 0 0 sherrin johnson DIRECTOR 1.00 X 0 0 0 greg wozniak DireCTOR 1.00 X 0 0 0 david smith DirECTOR 1.00 X 0 0 0 Lynette Killen CEO 40.00 X 199801 0 51318 Maureen Casey COO 37.50 X 125225 0 11980 VIOLETTE SADRES CFO (REsigned April '16) 40.00 X 50475 0 2311 michael mcglone sr. director - finance 40.00 X 27321 0 0 Carol Luther Interim Executive Director(Began Aug. 2017) 0.00 X 0 0 0 patricia bevlock hospice manager 37.50 X 115393 0 23503 518215 0 89112 3 0 1 0 Genesis Eldercare Rehab Services PO Box 821322 Philadelphia PA 191821322 Therapy 556029 ST MARY MEDICAL CENTER PO BOX 827728 BALA CYNWYD PA 191827728 LABS/X-RAYS/MED CARE 281150 Abriola Company 1013 pleasant avenue wyndmoor PA 19038 Renovation services 130890 padden guerrini & associates pc 91 cumberland parkway mechanicsburg PA 17055 billing agency 120707 north shores consulting inc 282 east sycamore street columbus OH 43206 consulting 108484 6 4432 133773 226379 364584 NET PATIENT & RESIDENT SVC REV 623000 17365226 17365226 CHILD DAY CARE INCOME 623000 410805 410805 ENTRANCE FEES 623000 19669 19669 17795700 148943 148943 35485 82388 -46903 -46903 -46903 4282331 4210183 72148 72148 72148 36246 133773 35227 1019 1019 CATERING REVENUE 722320 67208 67208 Cafeteria Revenue 722210 27824 27824 95032 18430523 17795700 67208 203031 X 468430 393177 67882 7371 9411486 7982386 1277597 151503 129803 99108 27034 3661 1035458 817369 206945 11144 828825 630397 187059 11369 135682 135682 43341 1584 41757 70266 70266 618 618 2174287 1066478 1107809 140905 138785 2120 625130 320596 296233 8301 231579 231579 1000378 1000378 60461 55001 5460 11374 4000 5623 1751 630784 630784 1355032 1355032 126896 1749 125147 Medical Supplies 844650 841650 3000 Food 538361 534062 4299 Bad Debt Expense 440000 440000 Dues & Subscriptions 49631 9971 39660 0 107208 62036 44988 184 20460585 15805758 4457423 197404 2506 3097 862724 1156759 2729156 1816992 13289 15252 165105 195853 39491838 25152771 15029023 14339067 6737797 5967925 409840 54488 25949440 23549433 2585857 3298846 18945000 17571618 1995030 1975361 23525887 22845825 X 2091724 351311 66644 87112 265185 265185 2423553 703608 25949440 23549433 -2030062 310117 0 X 0 1 X 1 0 X 383414 335541 390857 367020 364584 1841416 19579157 18704190 18601974 17311808 17795700 91992829 19962571 19039731 18992831 17678828 18160284 93834245 0 0 0 93834245 194313 173894 215800 195464 184428 963899 194313 173894 215800 195464 184428 963899 145398 22758 20889 331563 64070 584678 20302282 19236383 19229520 18205855 18408782 95382822 0.98380 0.98430 0.01010 0.01000 X Schedule A, Part III, Line 12, Explanation of Other Income: Misc income - 2012 Amount: $ 344. 2013 Amount: $ 776. 2014 Amount: $ 1,012. 2015 Amount: $ 974. THIRD PARTY SETTLEMENT - 2012 Amount: $ 125,000. 2015 Amount: $ 147,930. CAFETERIA REVENUE - 2012 Amount: $ 20,054. 2013 Amount: $ 21,982. 2014 Amount: $ 19,877. 2015 Amount: $ 20,452. 2016 Amount: $ 27,824. Special Events REvenue - 2015 Amount: $ 5,217. FUNDRAISING REVENUE-NON-CHARITABLE - 2015 Amount: $ 30,070. 2016 Amount: $ 36,246. resident related revenue - 2015 Amount: $ 126,920. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 618 618 0 Part II-B, Line 1: The organization pays annual dues to LeadingAge PA. A portion of the dues paid to this organization is used for lobbying purposes. The $618 reported is the percentage of the dues LeadingAge PA used for lobbying purposes during the year. 0 836045 75618 5079 906584 850819 -9720 5054 836045 815287 40942 5410 850819 521959 200000 96673 3345 815287 463903 61176 3120 521959 0.71000 0.29000 0.00000 0 0 928004 928004 33557005 21172737 12384268 4603680 3645812 957868 403149 334222 68927 14339067 REFUNDABLE ENTRANCE FEES 1827500 NONREFUNDABLE ENTRANCE FEES 147861 1975361 18787236 310117 -35792 274325 18512911 -82388 -82388 18430523 20507181 82388 82388 20424793 35792 35792 20460585 Part V, Line 4: CONTRIBUTIONS TO THE ENDOWMENT FUND WILL BE ACCEPTED FROM BOTH INDIVIDUAL DONORS AND FUNDRAISING OPERATIONS. PRINCIPAL WILL BE INVESTED AND INCOME WILL BE DESIGNATED FOR THE NEEDS OF THE ORGANIZATION, ITS RESIDENTS AND CLIENTS AS DETERMINED BY CHANDLER HALL. WHILE PRINCIPAL WILL REMAIN INVESTED UNDER NORMAL CIRCUMSTANCES, IT MAY BE WITHDRAWN BY THE BOARD IF SUCH ACTION IS DEEMED NECESSARY FOR A SPECIAL PROJECT OR IN THE CASE OF AN UNFORESEEN EMERGENCY. Part XI, Line 2d - Other Adjustments: NEgative REvenue Reclassed to Expenses -35,792. Part XI, Line 4b - Other Adjustments: Rental Expenses -82,388. Part XII, Line 2d - Other Adjustments: Rental Expenses 82,388. Part XII, Line 4b - Other Adjustments: Negative Revenue Reclassed to Expenses 35,792. Golf 67750 42663 25087 7920 11964 5202 Culinary Classics 89121 78777 10344 700 400 8226 1 13148 12333 815 300 515 170019 133773 36246 8620 11964 700 13943 35227 1019 X X X 0 0 0 0 0 0 0 0 0 Lynette Killen CEO 199801 0 0 0 0 0 6069 0 45249 0 251119 0 0 0 A BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 232174016 2013-04-19 21075000 re-financing of 1999 bond issue 0 0 0 A 3175000 21075000 360767 20714233 2013 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 1 0 1 0 0 0 1 A 1 SCHEDULE K, Part I (F) THE PURPOSE OF THE BOND IS TO PROVIDE FUNDS FOR CERTAIN RENOVATIONS AND CAPITAL IMPROVEMENTS TO EXISTING FACILITIES, RETIRE CERTAIN OUTSTANDING DEBT, FUND A PORTION OF INTEREST ON THE 1999 BONDS DURING THE CONSTRUCTION PERIOD, FUND A DEBT SERVICE RESERVE FUND, AND PAY THE COSTS OF ISSUANCE OF THE SERIES OF 1999 BONDS. Form 990, Part VI, Section A, line 1 The Executive Committee shall consist of the officers of the corporation and two or more other directors who shall be nomiNated by the Governance Committee subject to approval by the board. The executive committee shalL have the power to make a binding decision in an emergency only if a quorum of the entire board is not available for a specially called meeting of the board. The CEO may be an invited guest. Form 990, Part VI, Section A, line 3 THE ORGANIZATION HAS affiliates with KENDAL CORPORATION, A PENNSYLVANIA NON-PROFIT ORGANIZATION, TO PROVIDE consultation, SUPPORT SERVICES, and group purchasing. Form 990, Part VI, Section A, line 7a THE KENDAL CORPORATION, A PENNSYLVANIA NONPROFIT ORGANIZATION AFFILIATED WITH CHANDLER HALL, HAS THE POWER TO APPROVE THE ELECTION OF BOARD MEMBERS. Form 990, Part VI, Section A, line 7b THE KENDAL CORPORATION HAS THE POWER TO AMEND THE BYLAWS OR ARTICLES OF INCORPORATION AS WELL AS INCUR DEBT, CHANGES IN CORPORATE PURPOSE, USE OF THE NAME "KENDAL", SUBSTANCE OF RESIDENT CONTRACTS, PURCHASE/SALE/LEASE OF REAL PROPERTY, AND MERGER/DISSOLUTION WITH ANOTHER ENTITY. Form 990, Part VI, Section B, line 11b the Form 990 is reviewed by the Asset Committee of the board, and a final copy of Form 990 will be provided to all board members prior to filing. Form 990, Part VI, Section B, line 12c A copy of the Conflict of Interest Policy and the Conflict of Interest Survey are distributed upon hire or appointment and annually thereafter to each board director, board officer, and department head or staff who has responsibility for purchasing, contracting and/or vendor selection. Each individual will identify and declare on the Survey any actual or potential conflicts of interests on the statement. Conflicts that arise before or after the annual distribution of the survey shall be discussed and documented. Conflict of Interest Surveys are reviewed annually by the Governance Committee who will report to the full Board. Possible or actual conflicts that may arise during the course of the year will be handled by the Asset Committee. Chandler Hall's external auditors review Conflict of Interest information. Concerns are reported to the Board. Chandler Hall's legal counsel or external auditors are available for advice. All parties guard against a conflict of interest, whether personal or business related. The organization addresses conflicts of interest when they arise. Means to address a conflict of interest may involve any one of the following: 1) recusing oneself from participation in a decision, 2) change in committee assignment, 3) change in job responsibilities, or 4) termination from employment or board position. Form 990, Part VI, Section B, line 15 EXECUTIVE SALARY REVIEWS ARE performed ON AN ANNUAL BASIS. Kendal Corporation GATHERS COMPETITIVE SALARY SURVEYS FROM THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM), LEADING AGE, BOARD SOURCE AND GUIDE STAR. FINDINGS ARE FORWARDED TO THE BOARD CHAIRMAN WHO MEETS WITH THE EXECUTIVE COMMITTEE TO REVIEW THE FINDINGS AND DETERMINE REVISED PAY RATES FOR EXECUTIVE COMPENSATION. REVISED PAY RATES ARE FORWARDED TO THE HUMAN RESOURCES DIRECTOR FOR PROCESSING. COMPENSATION DELIBERATIONS AND FINAL DECISIONS ARE ALL BEING DOCUMENTED IN BOARD MINUTES. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy, and financial statements are made available to the public upon request. Form 990, Part IX, line 11g Therapists: Program service expenses 541,463. Management and general expenses 0. Fundraising expenses 0. Total expenses 541,463. Consulting: Program service expenses 15,600. Management and general expenses 0. Fundraising expenses 0. Total expenses 15,600. MEDICAL SERVICES: Program service expenses 208,441. Management and general expenses 0. Fundraising expenses 0. Total expenses 208,441. MAINTENANCE SERVICES: Program service expenses 52,583. Management and general expenses 56,211. Fundraising expenses 0. Total expenses 108,794. CONTRACTED SERVICES: Program service expenses 242,045. Management and general expenses 1,051,598. Fundraising expenses 0. Total expenses 1,293,643. ACTIVITIES/PROGRAMS: Program service expenses 6,346. Management and general expenses 0. Fundraising expenses 0. Total expenses 6,346. THE KENDAL CORPORATION 1107 EAST BALTIMORE PIKE KENNETT SQUARE PA 19348 232688382 DEVELOP AND SUPPORT RETIREMENT COMMUNITIES PA 501(c)(3) Line 12c, III-FI N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0