2016-11-15T10:25:37-06:00 2015-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2015-01-01 232365124 CHANDLER HALL HEALTH SERVICES INC CHAN 2158604000 99 BARCLAY STREET NEWTOWN PA 18940 LYNETTE M KILLEN CEO 2158604000 2016-11-14 1 JULIUS GREEN CPA P00350393 2159720701 2015 2017-02-10 21:41:12Z LYNETTE M KILLEN 99 BARCLAY STREET NEWTOWN PA 18940 21303688 0 X WWW.CHANDLERHALL.ORG X 1985 PA CHANDLER HALL PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO SENIOR CITIZENS. 11 11 395 190 42289 0 390857 348554 18601974 17311808 1180232 142031 26381 333113 20199444 18135506 0 0 0 0 11988785 11475602 0 0 183336 7760346 8297176 19749131 19772778 450313 -1637272 28075062 25949440 23818274 23525887 4256788 2423553 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 15961771 0 17311808 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, HOME HEALTH AGENCY, 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, 2015, PERSONAL CARE SERVICES WERE PROVIDED IN 136 UNITS, AND FACILITY AND INDEPENDENT LIVING SERVICES WERE PROVIDED IN 10 INDEPENDENT LIVING UNITS. CHANDLER HALL HEALTH SERVICES PROVIDED 17,168 CARE DAYS IN ITS LONG TERM CARE FACILITY, 2,358 CARE DAYS IN ITS HOSPICE INPATIENT FACILITY AND 1,854 HOME HOSPICE VISITS IN 2015. CHANDLER HALL HEALTH SERVICES' LONG TERM CARE FACILITY OPERATED AT 88.8% CAPACITY AND ITS HOSPICE CARE FACILITY OPERATED AT 81% OF ITS TOTAL CAPACITY IN 2015. 15961771 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 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 10 0 1 395 1 1 1 0 0 0 0 1 1 0 0 0 0 X 11 11 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 2672912210 99 BARCLAY STREET NEWTOWN PA 18940 ODIE O LEFEVER PRESIDENT 1.00 X X 0 0 0 PAUL SHEEHAN VICE PRESIDENT 1.00 X X 0 0 0 DONALD BRUCKMAN TREASURER 1.00 X X 0 0 0 LINDA FLOWER SECRETARY 1.00 X X 0 0 0 RAMONA KIRWAN DIRECTOR 1.00 X 0 0 0 DUDLEY SAURMAN DIRECTOR 1.00 X 0 0 0 KAREN FULTON DIRECTOR 1.00 X 0 0 0 ANTHONY CARRINO 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 LYNETTE KILLEN CEO 40.00 X 198189 0 41789 MAUREEN CASEY COO 37.50 X 116947 0 15406 VIOLETTE SADRES CFO 40.00 X 120363 0 980 435499 0 58175 3 0 1 0 GENESIS ELDERCARE REHAB SERVICES PO BOX 821322 PHILADELPHIA PA 191821322 THERAPY 422899 ST MARY MEDICAL CENTER PO BOX 827728 BALA CYNWYD PA 191827728 LABS/X-RAYS/MED CARE 210765 ABRIOLA COMPANY 1013 PLEASANT AVENUE WYNDMOOR PA 19038 RENOVATION SERVICES 202672 SECURITAS SECURITY SERVICES PO BOX 403412 ATLANTA GA 30384 SECURITY STAFFING 153746 J PEKARSKI GENERAL CONTRACTING 2619 BALFOUR AVE BRISTOL PA 19007 ROOFING SERVICES 129575 6 3226 87575 257753 348554 NET PATIENT & RESIDENT SVC REV 623000 16793667 16793667 CHILD DAY CARE INCOME 623000 443291 443291 ENTRANCE FEES 623000 74850 74850 17311808 155860 155860 39604 68739 -29135 -29135 -29135 3055544 3069373 -13829 -13829 -13829 48536 87575 30070 18466 18466 INSURANCE SETTLEMENT 999990 147930 147930 RESIDENT RELATED REV. 999990 126920 126920 CATERING REVENUE 722320 42289 42289 26643 26643 343782 18135506 17311808 42289 432855 493674 412702 74222 6750 9091394 7654951 1314706 121737 128029 98923 25917 3189 872691 693047 167269 12375 889814 584008 296272 9534 673118 673118 14320 14320 66243 66243 533 533 1267248 993993 256092 17163 121103 1379 116999 2725 477190 274496 194035 8659 135673 135673 1006406 1006406 53313 48938 4375 30617 18243 11956 418 667551 667551 1331605 1331605 157540 157540 MEDICAL SUPPLIES 849999 844122 5877 PROV. FOR DOUBTFUL ACCT 684000 684000 FOOD 544490 544490 RESIDENT EXPENSES 61568 61568 154659 41349 112524 786 19772778 15961771 3627671 183336 1699 2506 632673 862724 2921986 2729156 19631 13289 153003 165105 38853731 23824708 15514984 15029023 8394427 6737797 436659 409840 28075062 25949440 1788324 2585857 19960000 18945000 2069950 1995030 23818274 23525887 X 3921241 2091724 70362 66644 265185 265185 4256788 2423553 28075062 25949440 -1637272 -195963 0 X 0 1 X 1 0 X 424129 383414 335541 390857 367020 1900961 18555412 19579157 18704190 18601974 17311808 92752541 18979541 19962571 19039731 18992831 17678828 94653502 0 0 0 94653502 181462 194313 173894 215800 195464 960933 181462 194313 173894 215800 195464 960933 26763 145398 22758 20889 331563 547371 19187766 20302282 19236383 19229520 18205855 96161806 0.98430 0.98800 0.01000 0.00940 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2011 AMOUNT: $ -667. 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 - 2011 AMOUNT: $ 27,430. 2012 AMOUNT: $ 20,054. 2013 AMOUNT: $ 21,982. 2014 AMOUNT: $ 19,877. 2015 AMOUNT: $ 20,452. SPECIAL EVENTS REVENUE - 2015 AMOUNT: $ 5,217. FUNDRAISING REFENUE-NON-CHARITABLE - 2015 AMOUNT: $ 30,070. RESIDENT RELATED REVENUE - 2015 AMOUNT: $ 126,920. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 533 533 0 PART II-B, LINE 1: THE ORGANIZATION PAYS ANNUAL DUES TO LEADINGAGE AND LEADINGAGE PA. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS USED FOR LOBBYING PURPOSES. THE $533 REPORTED IS THE PERCENTAGE OF THE DUES LEADINGAGE AND LEADINGAGE PA USED FOR LOBBYING PURPOSES DURING THE YEAR. 0 850819 -9720 5054 836045 815287 40942 5410 850819 521959 200000 96673 3345 815287 463903 61176 3120 521959 472497 -5830 2764 463903 1.00000 0.00000 0.00000 0 0 928004 928004 32878838 20072988 12805850 4248832 3424966 823866 798057 326754 471303 15029023 REFUNDABLE ENTRANCE FEES 1816250 NONREFUNDABLE ENTRANCE FEES 178780 1995030 X 18008282 -195963 -195963 18204245 -68739 -68739 18135506 19841517 68739 68739 19772778 0 19772778 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. ALL DONORS WILL BE INFORMED BEFORE THEIR GIFTS ARE PLACED IN THE ENDOWMENT THAT THE MONIES MAY BE WITHDRAWN BY THE BOARD IF DEEMED NECESSARY. PART X, LINE 2: CHANDLER HALL 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 IS MET. MANAGEMENT HAS DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2015 AND 2014. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -68,739. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 68,739. GOLF 48430 24500 23930 10957 9286 2298 CULINARY CLASSICS 87681 63075 24606 96 600 6833 136111 87575 48536 11053 9286 2898 6833 30070 18466 X X X 0 0 0 0 0 0 0 0 0 LYNETTE KILLEN CEO 198189 0 0 0 0 0 6021 0 35768 0 239978 0 0 0 A BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 232174016 2013-04-19 21075000 RE-FINANCING OF 1999 BOND ISSUE 0 0 0 A 2130000 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 11 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. THE KENDAL CORPORATION 1107 EAST BALTIMORE PIKE KENNETT SQUARE PA 19348 232688382 DEVELOP AND SUPPORT RETIREMENT COMMUNITIES PA 501(C)(3) LINE 11C, III-FI N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0