PARTNERSHIP FOR BETTER HEALTH: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- PARTNERSHIP FOR BETTER HEALTH (EIN 23-1352161)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-10-16
- IRS object ID
- 201742899349301654
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-10-16T15:12:44-04:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 520783935 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMITH ELLIOTT KEARNS & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 BROOKWOOD AVE STE 101 | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17015 | 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 | 231352161 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARTNERSHIP FOR BETTER HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PART | BusinessNameControlTxt |
| Phone | 7179609009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 WILSON STREET | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | REBECCA H RALEY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7179609009 | PhoneNum |
| Signature | 2017-09-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY P HALL CPA | PreparerPersonNm |
| PTIN | P00156653 | PTIN |
| Phone | 7172439104 | PhoneNum |
| Preparation | 2017-09-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | REBECCA H RALEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 WILSON STREET | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,396,276 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FORBETTERHEALTHPA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2001 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE PARTNERSHIP FOR BETTER HEALTH CHAMPIONS AND INVESTS IN IDEAS, INITIATIVES, AND COLLABORATIONS THAT IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES IN OUR REGION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,444,966 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,449,748 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,732,272 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,623,406 | CYInvestmentIncomeAmt |
| PY Other Revenue | $177,879 | PYOtherRevenueAmt |
| CY Other Revenue | $106,159 | CYOtherRevenueAmt |
| PY Total Revenue | $3,355,117 | PYTotalRevenueAmt |
| CY Total Revenue | $3,179,313 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,774,836 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,896,061 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $561,485 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $571,955 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $37,540 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $452,025 | PYOtherExpensesAmt |
| CY Other Expenses | $335,287 | CYOtherExpensesAmt |
| PY Total Expenses | $2,788,346 | PYTotalExpensesAmt |
| CY Total Expenses | $2,803,303 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $566,771 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $376,010 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $77,423,889 | TotalAssetsBOYAmt |
| Total Assets EOY | $83,084,305 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,649,205 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,567,843 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $75,774,684 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $81,516,462 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PARTNERSHIP FOR BETTER HEALTH CHAMPIONS AND INVESTS IN IDEAS, INITIATIVES, AND COLLABORATIONS THAT IMPROVE THE HEALTH OF THE PEOPLE AND COMMUNITIES IN OUR REGION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,214,383 | ExpenseAmt |
| Grant | $1,896,061 | GrantAmt |
| Desc | PARTNERSHIP FOR BETTER HEALTH ("FOUNDATION") ALIGNS ITS GRANTMAKING AND NON-GRANTMAKING ACTIVITIES WITH A CONSISTENT FRAMEWORK THAT ENCOMPASSES THREE FOCUS AREAS: 1.BUILD HEALTHY COMMUNITIES - TO SUPPORT DECISIONS, CONDITIONS, AND SYSTEMS THAT ENABLE PEOPLE TO LIVE HEALTHIER LIVES IN THEIR SCHOOLS, WORKPLACES, HOMES, AND NEIGHBORHOODS. 2.ENSURE ACCESS TO HEALTH SERVICES FOR ALL. 3.STRENGTHEN HEALTH CAPACITIES OF PARTNERS TO COLLABORATE AND ENGAGE IN HOLISTIC STRATEGIES TO IMPROVE HEALTH. TOWARD THESE GOALS IN 2016-2017, THE FOUNDATION PROVIDED NEARLY 1,900,000 IN GRANTS AND OTHER ASSISTANCE TO LOCAL ORGANIZATIONS. OVERALL, 30% OF THIS AMOUNT FOCUSED ON PRIMARY HEALTH CARE, 19% ON ORAL HEALTH, 16% ON NUTRITION/PHYSICAL ACTIVITY/TOBACCO CESSATION, 15% ON BEHAVIORAL HEALTH, 13% ON ALLIED HEALTH EDUCATION, AND 4% ON HEALTHY PEOPLE. FINAL REPORTS FROM AGENCIES RECEIVING GRANTS IN 2016-2017 INDICATE THAT MORE THAN 72,000 PEOPLE WERE SERVED AND 25% OF THEM WERE UNDER THE AGE OF 18. THIS DEOMONSTRATES A SIGNIFICANT IMPACT IN THE FOUNDATIONS LOCAL SERVICE AREA. SEVERAL PROGRAMS AT SADLER HEALTH CENTER RECEIVED 40% OF THE TOTAL GRANTS AND ASSISTANCE-THESE SERVICES INCLUDE PRIMARY DENTAL CARE, BEHAVIORAL HEALTH COUNSELING, TOBACCO CESSATION SERVICES, NURSE-FAMILY PARTNERSHIP (A NATIONALLY RECOGNIZED EVIDENCE-BASED PROGRAM), AND HEALTHY RX PRESCRIPTION SERVICES, WHICH HAS SECURED OVER 33 MILLION IN FREE PRESCRIPTIONS IN ELEVEN YEARS. IN ADDITION, 156,000 WAS GRANTED TO THE RASE PROGRAM FOR SUBSTANCE ABUSE SERVICES, 150,000 TO HAMILTON HEALTH CENTER FOR START-UP OF A NEW HEALTH CLINIC IN PERRY COUNTY, 100,000 FOR CARLISLE FAMILY YMCA'S RENOVATION FOR CHILDREN'S ACTIVITY SPACE, AND 85,000 TO LOCAL PROGRAMS WHICH FOCUS ON NUTRITION AND HEALTHY FOOD. OTHER ASSISTANCE TO LOCAL ORGANIZATIONS FOCUSED ON STRATEGIC GOALS OF HEALTH CARE ACCESS, HOUSING, AND SUMMER YOUTH CAMP PROGRAMS. THE FOUNDATION ALSO LOOKS BEYOND TRADITIONAL GRANT MAKING TO ASSESS COMMUNITY HEALTH NEEDS, TO BUILD NONPROFIT CAPACITY THROUGH REGIONAL TRAININGS, AND TO EDUCATE THE PUBLIC ABOUT AND ADVOCATE FOR STRONG HEALTH POLICY. | Desc |
| Total Program Service Expenses | $2,214,383 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA KIRK | PersonNm |
| Phone | 7179609009 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 274 WILSON STREET | AddressLine1Txt |
| City | CARLISLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17013 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JEFFREY S GAYMAN | ||||||
| CHAIRPERSON | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID HOOVER | ||||||
| VICE CHAIRPE | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DEBORAH FULHAM WINSTON | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOAN DICKINSON | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JOSEPH VANCOSKY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LORI AMEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THERESA ARNDT | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| NANCY GREGOR | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES HOEFLER | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATT MADDEN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| AMY MALEY | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATTI MCLAUGHLIN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS NESLUND | ||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | |
| TODD PETERSON | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LES POOLMAN | ||||||
| BOARD MEMBER | 2.00 | Yes (X) | $0 | $0 | $0 | |
| REBECCA H RALEY | ||||||
| EXECUTIVE DI | 45.00 | Yes (X) | $98,787 | $0 | $23,624 | |
| HAROLD S FRAKER JR | ||||||
| DIRECTOR OF | 40.00 | Yes (X) | $86,166 | $0 | $19,198 | |
| KIMBERLY PHILLIPS | ||||||
| DIRECTOR OF | 40.00 | Yes (X) | $4,729 | $0 | $0 | |
| BARBARA KIRK | ||||||
| DIRECTOR OF | 30.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $189,682 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $42,822 | TotalOtherCompensationAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS FINANCIAL SERVICES INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 WISCONSIN AVE | AddressLine1Txt |
| Address Line2 | SUITE 300 | AddressLine2Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | INVESTMENT MANA | ServicesDesc |
| Compensation | $158,688 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,449,748 | AllOtherContributionsAmt |
| Total Contributions | $1,449,748 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,037,909 | TotalRevenueColumnAmt |
| Exclusion | $1,037,909 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,802,460 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,216,963 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $585,497 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $585,497 | TotalRevenueColumnAmt |
| Exclusion | $585,497 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| GROUP ANNUITY EXPERIENCE CRED | 900099 | $100,517 | $100,517 | |
| RETURN OF GRANT FUNDS | 900099 | $3,079 | $3,079 | |
| OTHER REVENUE | 900099 | $1,898 | $1,898 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $665 | TotalRevenueColumnAmt |
| Exclusion | $665 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $106,159 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,179,313 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,898 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,727,667 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,896,061 | TotalAmt |
| Program Services | $1,896,061 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,167 | TotalAmt |
| Program Services | $113,869 | ProgramServicesAmt |
| Management And General | $113,346 | ManagementAndGeneralAmt |
| Fundraising | $14,952 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $248,909 | TotalAmt |
| Program Services | $117,039 | ProgramServicesAmt |
| Management And General | $116,502 | ManagementAndGeneralAmt |
| Fundraising | $15,368 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,079 | TotalAmt |
| Program Services | $7,575 | ProgramServicesAmt |
| Management And General | $7,527 | ManagementAndGeneralAmt |
| Fundraising | $977 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,108 | TotalAmt |
| Program Services | $18,116 | ProgramServicesAmt |
| Management And General | $12,793 | ManagementAndGeneralAmt |
| Fundraising | $199 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,692 | TotalAmt |
| Program Services | $15,727 | ProgramServicesAmt |
| Management And General | $15,848 | ManagementAndGeneralAmt |
| Fundraising | $2,117 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,962 | TotalAmt |
| Management And General | $2,962 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,450 | TotalAmt |
| Management And General | $16,450 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,688 | TotalAmt |
| Management And General | $158,688 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,306 | TotalAmt |
| Program Services | $6,075 | ProgramServicesAmt |
| Management And General | $39,855 | ManagementAndGeneralAmt |
| Fundraising | $376 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,827 | TotalAmt |
| Program Services | $177 | ProgramServicesAmt |
| Management And General | $3,650 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,209 | TotalAmt |
| Program Services | $2,045 | ProgramServicesAmt |
| Management And General | $18,033 | ManagementAndGeneralAmt |
| Fundraising | $131 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,570 | TotalAmt |
| Program Services | $14,774 | ProgramServicesAmt |
| Management And General | $22,897 | ManagementAndGeneralAmt |
| Fundraising | $1,899 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,000 | TotalAmt |
| Program Services | $4,063 | ProgramServicesAmt |
| Management And General | $2,566 | ManagementAndGeneralAmt |
| Fundraising | $371 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362 | TotalAmt |
| Program Services | $362 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,681 | TotalAmt |
| Program Services | $3,472 | ProgramServicesAmt |
| Management And General | $4,688 | ManagementAndGeneralAmt |
| Fundraising | $521 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,894 | TotalAmt |
| Program Services | $6,065 | ProgramServicesAmt |
| Management And General | $3,499 | ManagementAndGeneralAmt |
| Fundraising | $330 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVENTS AND COMMUNITY DEVE | $13,808 | $4,591 | $8,951 | $266 |
| POLICY EVENTS AND ACTIVIT | $3,797 | $3,797 | ||
| MISCELLANEOUS | $2,476 | $575 | $1,868 | $33 |
| PROFESSIONAL DEVELOPMENT | $1,257 | $1,257 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,803,303 | TotalAmt |
| Program Services | $2,214,383 | ProgramServicesAmt |
| Management And General | $551,380 | ManagementAndGeneralAmt |
| Fundraising | $37,540 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50 | BOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,582 | BOYAmt |
| EOY | $202,134 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $168,550 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,735 | BOYAmt |
| EOY | $13,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $835,134 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $665,455 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $170,661 | BOYAmt |
| EOY | $169,679 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,749,040 | BOYAmt |
| EOY | $41,075,480 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,169,271 | BOYAmt |
| EOY | $41,623,326 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,423,889 | BOYAmt |
| EOY | $83,084,305 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,805 | BOYAmt |
| EOY | $79,645 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,565,400 | BOYAmt |
| EOY | $1,488,198 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,649,205 | BOYAmt |
| EOY | $1,567,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,564,962 | BOYAmt |
| EOY | $39,850,319 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,637 | BOYAmt |
| EOY | $192,020 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,026,085 | BOYAmt |
| EOY | $41,474,123 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,774,684 | BOYAmt |
| EOY | $81,516,462 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,423,889 | BOYAmt |
| EOY | $83,084,305 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $376,010 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,911,714 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $3,454,054 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,151,433 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,257,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,614,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,444,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,449,748 | CurrentTaxYearAmt |
| Total | $6,918,036 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,151,433 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,257,209 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,614,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,444,966 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,449,748 | CurrentTaxYearAmt |
| Total | $6,918,036 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,432,346 | SubstantialContributorsTotAmt |
| Public Support Total170 | $2,485,690 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $983,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $923,087 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,080,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,175,515 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,037,909 | CurrentTaxYearAmt |
| Total | $5,200,547 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $111,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,006 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $84,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $177,879 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $103,079 | CurrentTaxYearAmt |
| Total | $477,925 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,596,508 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,898 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.19730 | PublicSupportCY170Pct |
| Public Support PY170 | 0.19610 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | PARTNERSHIP FOR BETTER HEALTH IS A PUBLICLY SUPPORTED ORGANIZATION BASED ON THE FACTS AND CIRCUMSTANCES TEST OF TREASURY REG 1.170A-9(F)(3), PARTNERSHIP FOR BETTER HEALTH RECEIVED PUBLIC SUPPORT ABOVE 10%. FOR THE FIVE YEAR PERIOD ENDING JUNE 30, 2017, THE ORGANIZATION RECEIVED APPROXIMATELY 19.73% OF ITS SUPPORT FROM THE GENERAL PUBLIC. PARTNERSHIP FOR BETTER HEALTH IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL SUPPORT ON A CONTINUOUS BASIS FROM THE GENERAL PUBLIC AND OTHER EXEMPT ORGANIZATIONS. PARTNERSHIP FOR BETTER HEALTH'S BOARD OF TRUSTEES IS COMPRISED OF INDIVIDUALS WHO ARE CIVIC AND BUSINESS LEADERS AND THUS IS REPRESENTATIVE OF THE PUBLIC INTEREST. THE BOARD IS DESIGNED TO BE REPRESENTATIVE OF, AND KNOWLEDGEABLE ABOUT THE COMMUNITY AND ITS HEALTH NEEDS. FINALLY, THE PARTNERSHIP FOR BETTER HEALTH HAS DEMONSTRATED ITS PUBLICLY SUPPORTED NATURE BY FULFILLING ITS PRINCIPAL CHARGE, WHICH HISTORICALLY HAS BEEN TO SUPPORT A CHARITABLE MISSION RELATED TO IMPROVING ACCESS TO AND DELIVERY OF HEALTH CARE THROUGHOUT THE REGION. THIS MISSION ORIGINATES FROM THE ORGANIZATION'S PREDECESSOR ORGANIZATION, CARLISLE HEALTH SERVICES CORPORATION (THE FORMER CARLISLE HOSPITAL), THE SALE OF WHICH ESTABLISHED TODAY'S ORGANIZATION. | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | OTHER INCOME 477,925 |
| PART II, LINE 17A | PARTNERSHIP FOR BETTER HEALTH IS A PUBLICLY SUPPORTED ORGANIZATION BASED ON THE FACTS AND CIRCUMSTANCES TEST OF TREASURY REG 1.170A-9(F)(3), PARTNERSHIP FOR BETTER HEALTH RECEIVED PUBLIC SUPPORT ABOVE 10%. FOR THE FIVE YEAR PERIOD ENDING JUNE 30, 2017, THE ORGANIZATION RECEIVED APPROXIMATELY 19.73% OF ITS SUPPORT FROM THE GENERAL PUBLIC. PARTNERSHIP FOR BETTER HEALTH IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL SUPPORT ON A CONTINUOUS BASIS FROM THE GENERAL PUBLIC AND OTHER EXEMPT ORGANIZATIONS. PARTNERSHIP FOR BETTER HEALTH'S BOARD OF TRUSTEES IS COMPRISED OF INDIVIDUALS WHO ARE CIVIC AND BUSINESS LEADERS AND THUS IS REPRESENTATIVE OF THE PUBLIC INTEREST. THE BOARD IS DESIGNED TO BE REPRESENTATIVE OF, AND KNOWLEDGEABLE ABOUT THE COMMUNITY AND ITS HEALTH NEEDS. FINALLY, THE PARTNERSHIP FOR BETTER HEALTH HAS DEMONSTRATED ITS PUBLICLY SUPPORTED NATURE BY FULFILLING ITS PRINCIPAL CHARGE, WHICH HISTORICALLY HAS BEEN TO SUPPORT A CHARITABLE MISSION RELATED TO IMPROVING ACCESS TO AND DELIVERY OF HEALTH CARE THROUGHOUT THE REGION. THIS MISSION ORIGINATES FROM THE ORGANIZATION'S PREDECESSOR ORGANIZATION, CARLISLE HEALTH SERVICES CORPORATION (THE FORMER CARLISLE HOSPITAL), THE SALE OF WHICH ESTABLISHED TODAY'S ORGANIZATION. |
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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,000 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $399 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,399 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,210,984 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,214,383 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $260,719 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $65,180 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $272,637 | CurrentYearMinus3Amt |
| Current Year Minus2 | $257,319 | CurrentYearMinus2Amt |
| Current Year Minus1 | $257,955 | CurrentYearMinus1Amt |
| Current Year | $260,719 | CurrentYearAmt |
| Total | $1,048,630 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,572,945 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $3,754 | CurrentYearMinus3Amt |
| Current Year Minus2 | $5,194 | CurrentYearMinus2Amt |
| Current Year Minus1 | $3,302 | CurrentYearMinus1Amt |
| Current Year | $3,399 | CurrentYearAmt |
| Total | $15,649 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $68,159 | CurrentYearMinus3Amt |
| Current Year Minus2 | $64,330 | CurrentYearMinus2Amt |
| Current Year Minus1 | $64,489 | CurrentYearMinus1Amt |
| Current Year | $65,180 | CurrentYearAmt |
| Total | $262,158 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $393,237 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $3,742 | CurrentYearMinus3Amt |
| Current Year Minus2 | $5,065 | CurrentYearMinus2Amt |
| Current Year Minus1 | $3,235 | CurrentYearMinus1Amt |
| Current Year | $3,000 | CurrentYearAmt |
| Total | $15,042 | TotalAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $131,911 | OtherCostOrOtherBasisAmt |
| Book Value | $131,911 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $612,630 | OtherCostOrOtherBasisAmt |
| Depreciation | $595,029 | DepreciationAmt |
| Book Value | $17,601 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $90,593 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,426 | DepreciationAmt |
| Book Value | $20,167 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $169,679 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INT IN PERPETUAL TRUSTS | $41,474,123 |
| ASSETS HELD IN TRUST - TEMP RESTRICT | $149,203 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $41,623,326 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $8,545,081 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,911,714 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $3,454,054 | OtherRevenueAmt |
| Revenue Not Reported | $5,365,768 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,179,313 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $3,179,313 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,803,303 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $2,803,303 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $2,803,303 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PAGE 4, PART XI, LINE 2D | FormAndLineReferenceDesc |
| Explanation | CHANGE IN VALUE OF TRUSTS 3,454,054 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (22 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN LUNG ASSOCIATION OF | ||||||||
| PENNSYLVANIA | 3001 GETTYSBURG RD | CAMP HILL | PA | 17011 | 251825116 | 3 | $9,450 | VARIOUS PROGRAMS |
| CARLISLE AREA RELIGIOUS COUNCIL | ||||||||
| 20 ARLINGTON DR | CARLISLE | PA | 17015 | 232158651 | 3 | $8,000 | CONSTRUCTION OF PARK | |
| CARLISLE CARES | ||||||||
| 40 PENN ST | CARLISLE | PA | 17013 | 263194660 | 3 | $15,000 | BEHAVIORAL HEALTH SV | |
| CARLISLE FAMILY YMCA | ||||||||
| 311 S WEST ST | CARLISLE | PA | 17013 | 231386198 | 3 | $100,000 | ADDITIONAL SPACE | |
| CARLISLE VICTORY CIRCLE | ||||||||
| PO BOX 684 | CARLISLE | PA | 17013 | 251785326 | 3 | $5,100 | IMPROVING HEALTHY LI | |
| CENTRAL PENN COLLEGE EDUCATION | ||||||||
| FOUNDATION | 600 VALLEY ROAD | SUMMERDALE | PA | 17093 | 232242116 | 3 | $10,000 | HEALTHCARE SCHOLARSH |
| CUMBERLAND COUNTY BAR FOUNDATION | ||||||||
| 32 S BEDFORD ST | CARLISLE | PA | 17013 | 311531255 | 3 | $25,000 | PARTICIPANTS' NEEDS | |
| DIAKON YOUTH SERVICES | ||||||||
| 571 MOUNTAIN ROAD PO BOX 10 | BOILING SPRINGS | PA | 17007 | 465390969 | 3 | $45,000 | LIFE SKILLS PROGRAM | |
| EMPLOYMENT SKILLS CENTER | ||||||||
| 29 SOUTH HANOVER STREET | CARLISLE | PA | 17013 | 231995705 | 3 | $136,000 | CNA TRAINING | |
| HACC FOUNDATION | ||||||||
| M260 ONE HACC DRIVE | HARRISBURG | PA | 17110 | 232353614 | 3 | $89,920 | SCHOLARSHIPS | |
| HAMILTON HEALTH CENTER | ||||||||
| 110 S 17TH ST | HARRISBURG | PA | 17104 | 231858363 | 3 | $150,000 | FUNDS FOR HEALTH CTR | |
| HEALTHY STEPS DIAPER BANK | ||||||||
| 6400 COLCHESTER AVE | HARRISBURG | PA | 17111 | 611714375 | 3 | $10,000 | DIAPERS | |
| HOPE STATION OPPORTUNITY AREA | ||||||||
| NEIGHBORHOOD COUNCIL | 149 W PENN ST | CARLISLE | PA | 17013 | 251886489 | 3 | $37,500 | PROGRAM SUPPORT |
| LEAF PROJECT | ||||||||
| PO BOX 153 | CARLISLE | PA | 17013 | 462626224 | 3 | $25,000 | VARIOUS PROJECTS | |
| MARANATHA | ||||||||
| PO BOX 1320 | CARLISLE | PA | 17013 | 205164840 | 3 | $20,000 | PROGRAM SUPPORT | |
| PA BEHAVIORAL HEALTH AND AGING COAL | ||||||||
| 3544 N PROGRESS AVE | HARRISBURG | PA | 17110 | 611511344 | 3 | $7,000 | BEHAVIORAL HLTH TRAI | |
| PENNSYLVANIA HEALTH ACCESS NETWORK | ||||||||
| 1500 N 2ND ST | HARRISBURG | PA | 17103 | $45,000 | EDUCATE MEDICAID CON | |||
| PROJECT SHARE OF CARLISLE | ||||||||
| 5 NORTH ORANGE STREET SUITE 4 | CARLISLE | PA | 17013 | 270531231 | 3 | $60,000 | HEALTHY FOOD | |
| SADLER HEALTH CENTER | ||||||||
| 100 NORTH HANOVER STREET | CARLISLE | PA | 17013 | 542082673 | 3 | $758,278 | PROGRAM SUPPORT | |
| SHIPPENSBURG UNIVERSITY FOUNDATION | ||||||||
| 1871 OLD MAIN DRIVE | SHIPPENSBURG | PA | 17257 | 232046093 | 3 | $17,500 | HEALTHY LIVING | |
| SUBSTANCE ABUSE SERVICES | ||||||||
| 100 NORTH CAMERON STREET SUITE 401 | HARRISBURG | PA | 17101 | 251861015 | 3 | $156,000 | SUBSTANCE ABUSE ADV | |
| CUMBERLAND COUNTY HOUSING AUTHORITY | ||||||||
| 114 N HANOVER STREET | CARLISLE | PA | 17013 | 270996759 | GOV | $25,000 | SPECIAL NEEDS HOUSIN | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES FIVE CRITICAL MECHANISMS TO ENSURE THAT GRANT FUNDS ARE APPROPRIATELY APPLIED TO ACHIEVE DESIRED GOALS: 1) GRANT APPLICATIONS IN WHICH PROSPECTIVE GRANTEES SPECIFY PROJECT GOALS, OBJECTIVES, EVALUATION STRATEGIES AND BUDGET; 2) GRANT CONTRACTS THAT CONFIRM PROJECT GOALS, OUTCOMES, EVALUATION PLANS, REPORTING REQUIREMENTS AND SITE VISIT PLANS; 3) INTERIM REPORTS PREPARED BY GRANTEES, WHICH DOCUMENT PROGRESS IN MEETING GOALS AND OBJECTIVES; 4) SITE VISITS BY ORGANIZATION STAFF AND VOLUNTEERS, WHICH ALLOW FOR AN OPEN DIALOGUE BETWEEN PROGRAM AND ORGANIZATION STAFF, AS WELL AS OBSERVATION OF PROGRAM ACTIVITIES WHEN APPROPRIATE AND; 5) FINAL REPORTS. TO THE EXTENT POSSIBLE, REPORTING AND EVALUATION REQUIREMENTS ARE RIGHT-SIZED TO MATCH THE SIZE OF ANY GIVEN AWARD. WHILE ALL AWARDS BEGIN WITH A GRANT APPLICATION AND CONTRACT, ORGANIZATION MINI-GRANTS (AWARDS UNDER 2,000) OFTEN ONLY REQUIRE A FINAL REPORT. GRANTS ABOVE 2,000 TYPICALLY REQUIRE A SITE VISIT AND A FINAL REPORT. MOST GRANTS ARE FUNDED FOR ONE YEAR AT A TIME, MEANING THAT WITHIN ROUGHLY A YEAR'S TIME,THE ORGANIZATION RECEIVES AN APPLICATION, ISSUES A GRANT CONTRACT, RECEIVES AN INTERIM REPORT AT 6-MONTHS, CONDUCTS A SITE VISIT AND RECEIVES A FINAL REPORT (WITHIN 14 MONTHS). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | TOWARD THESE GOALS IN 2016-2017, THE FOUNDATION PROVIDED NEARLY 1,900,000 IN GRANTS AND OTHER ASSISTANCE TO LOCAL ORGANIZATIONS. OVERALL, 30% OF THIS AMOUNT FOCUSED ON PRIMARY HEALTH CARE, 19% ON ORAL HEALTH, 16% ON NUTRITION/PHYSICAL ACTIVITY/TOBACCO CESSATION, 15% ON BEHAVIORAL HEALTH, 13% ON ALLIED HEALTH EDUCATION, AND 4% ON HEALTHY PEOPLE. FINAL REPORTS FROM AGENCIES RECEIVING GRANTS IN 2016-2017 INDICATE THAT MORE THAN 72,000 PEOPLE WERE SERVED AND 25% OF THEM WERE UNDER THE AGE OF 18. THIS DEOMONSTRATES A SIGNIFICANT IMPACT IN THE FOUNDATIONS LOCAL SERVICE AREA. SEVERAL PROGRAMS AT SADLER HEALTH CENTER RECEIVED 40% OF THE TOTAL GRANTS AND ASSISTANCE-THESE SERVICES INCLUDE PRIMARY DENTAL CARE, BEHAVIORAL HEALTH COUNSELING, TOBACCO CESSATION SERVICES, NURSE-FAMILY PARTNERSHIP (A NATIONALLY RECOGNIZED EVIDENCE-BASED PROGRAM), AND HEALTHY RX PRESCRIPTION SERVICES, WHICH HAS SECURED OVER 33 MILLION IN FREE PRESCRIPTIONS IN ELEVEN YEARS. IN ADDITION, 156,000 WAS GRANTED TO THE RASE PROGRAM FOR SUBSTANCE ABUSE SERVICES, 150,000 TO HAMILTON HEALTH CENTER FOR START-UP OF A NEW HEALTH CLINIC IN PERRY COUNTY, 100,000 FOR CARLISLE FAMILY YMCA'S RENOVATION FOR CHILDREN'S ACTIVITY SPACE, AND 85,000 TO LOCAL PROGRAMS WHICH FOCUS ON NUTRITION AND HEALTHY FOOD. OTHER ASSISTANCE TO LOCAL ORGANIZATIONS FOCUSED ON STRATEGIC GOALS OF HEALTH CARE ACCESS, HOUSING, AND SUMMER YOUTH CAMP PROGRAMS. THE FOUNDATION ALSO LOOKS BEYOND TRADITIONAL GRANT MAKING TO ASSESS COMMUNITY HEALTH NEEDS, TO BUILD NONPROFIT CAPACITY THROUGH REGIONAL TRAININGS, AND TO EDUCATE THE PUBLIC ABOUT AND ADVOCATE FOR STRONG HEALTH POLICY. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS REVIEWED IN DETAIL BY THE FINANCE COMMITTEE AND THE AUDIT SUBCOMMITTEE. COPIES ARE MADE AVAILABLE TO THE BOARD AND A BRIEF SUMMARY IS MADE PRIOR TO BOARD ACTION. |
| FORM 990, PAGE 6, PART VI, LINE 12C | THE ANNUAL DISCLOSURE OF CONFLICT OF INTEREST IS COMPLETED BY BOARD, COMMITTEE MEMBERS, AND STAFF. THESE STATEMENTS ARE REVIEWED AND MAINTAINED BY THE EXECUTIVE DIRECTOR AND REFERRED TO WHEN NEEDED. WHEN A CONFLICT OF INTEREST COMES ABOUT, THAT INDIVIDUAL MAY PARTICIPATE IN DISCUSSION BUT DOES NOT VOTE ON THE MATTER. |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXCECUTIVE DIRECTOR'S(ED'S) ANNUAL PERFORMANCE REVIEW AND SALARY DETERMINATION INVOLVES INDEPENDENT DELIBERATION BY THE EXECUTIVE COMMITTEE WITH INPUT FROM THE FULL BOARD. A SALARY BENCHMARKING STUDY IS CONDUCTED BY THE EXECUTIVE COMMITTEE. THE STUDY ENCOMPASSES ALL STAFF POSITIONS AT THE ORGANIZATION AND IS DEVELOPED THROUGH A REVIEW OF REPUTABLE LOCAL, STATE, AND NATIONAL SALARY BENCHMARKING STUDIES CONDUCTED FOR NONPROFIT ORGANIZATIONS AND COMMUNITY FOUNDATIONS. THE REPORT IS UPDATED EVERY THREE YEARS. THE ED DRAFTS AN ANNUAL WORKPLAN AT THE START OF EACH YEAR THAT IDENTIFIES CRITICAL GOALS AND ACTIONS TO GUIDE HER WORK IN THE YEAR AHEAD. THE EXECUTIVE COMMITTEE REVIEWS AND OFFERS FEEDBACK ON HER WORKPLAN, AND IT IS THEN REVIEWED AND VOTED ON BY THE FULL BOARD. IN THE SPRING OF EACH YEAR, ALL STAFF UNDERGO AN ANNUAL PERFORMANCE REVIEW. AS A PART OF THIS PROCESS, THE ED COMPLETES AN ANNUAL SELF-EVALUATION AND REPORTS ON ALL PROGRESS MADE WITHIN HER YEARLY WORKPLAN. THE EXECUTIVE COMMITTEE REVIEWS THESE DOCUMENTS AND INVITES THE FULL BOARD TO PROVIDE INPUT ON THE ED'S PERFORMANCE REVIEW. THE COMMITTEE SYNTHESIZES THIS INFORMATION AND MEETS WITH THE ED TO DISCUSS THE REVIEW. A RECOMMENDATION FOR THE ED'S SALARY ADJUSTMENT IS THEN MADE BY THE EXECUTIVE COMMITTEE BASED ON RESULTS OF HER PERFORMANCE REVIEW, THE FINDINGS OF THE SALARY BENCHMARKING STUDY, AND FUNDS AVAILABLE IN THE BOARD APPROVED BUDGET. |
| FORM 990, PAGE 6, PART VI, LINE 15B | A SALARY BENCHMARKING STUDY IS CONDUCTED BY THE EXECUTIVE COMMITTEE. THE STUDY ENCOMPASSES ALL STAFF POSITIONS AT THE ORGANIZATION AND IS DEVELOPED THROUGH A REVIEW OF REPUTABLE LOCAL, STATE, AND NATIONAL SALARY BENCHMARKING STUDIES CONDUCTED FOR NONPROFIT ORGANIZATIONS AND COMMUNITY FOUNDATIONS. THE REPORT IS UPDATED EVERY THREE YEARS. IN THE SPRING OF EACH YEAR, ALL STAFF UNDERGO AN ANNUAL PERFORMANCE REVIEW AND RECOMMENDATIONS FOR SALARY ADJUSTMENTS ARE THEN MADE BY THE EXECUTIVE DIRECTOR BASED ON FUNDS AVAILABLE IN THE BOARD APPROVED BUDGET. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE FINANCIAL STATEMENTS, IN ABBREVIATED FORM, ARE PRINTED IN AN ANNUAL REPORT THAT IS MAILED TO INDIVIDUALS IN THE COMMUNITY, AGENCIES TO WHICH GRANTS ARE MADE, AND VOLUNTEERS. AVAILABILITY OF THE REPORTS IS ALSO ANNOUNCED IN AN AD IN THE LOCAL NEWSPAPER. |
| FORM 990, PART XI, LINE 9 | CHANGES IN VALUE OF TRUSTS 3,454,054 |
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