2016-05-16T11:40:42-05:00 2015-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2014-07-01 233045622 PHOEBE RICHLAND HEALTH CARE CENTER INC PHOE 6107945142 1925 TURNER STREET ALLENTOWN PA 18104 SCOTT R STEVENSON PRESIDENT/CEO/CFO 6107945142 2016-05-09 1 JULIUS C GREEN CPA JD P00350393 2159720701 2014 2016-08-17 19:52:53Z SCOTT R STEVENSON 1925 TURNER STREET ALLENTOWN PA 18104 13216554 0 X WWW.PHOEBE.ORG X 2000 PA TO PROVIDE HEALTHCARE, CULTURAL AND RECREATIONAL ACTIVITIES, AND ROOM AND BOARD FOR RESIDENTS. 15 13 199 244 0 0 64654 79445 12459905 13048161 2005 3753 146450 84815 12673014 13216174 0 0 0 0 7483152 7906055 0 0 0 4758912 4889153 12242064 12795208 430950 420966 11749958 19095349 11007747 18225679 742211 869670 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 11128577 0 13048161 1) SKILLED NURSING - PHOEBE RICHLAND PROVIDES QUALITY NURSING CARE IN A COMFORTABLE HEALTH CARE CENTER. THE PHOEBE RICHLAND SKILLED NURSING PROGRAM SERVED 402 INDIVIDUALS FOR THE YEAR ENDED JUNE 30, 2015. THEY HAD 44,868 SKILLED NURSING CARE CENSUS DAYS DURING THAT TIME, WHICH WAS APPROXIMATELY 95.94% OCCUPANCY. ADDITIONALLY, 150,110 NURSING CARE HOURS WERE DEVOTED TO ACCOMPLISHING THIS PROGRAM SERVICE.2) INDEPENDENT LIVING - PHOEBE RICHLAND PROVIDES COMPREHENSIVE, INDEPENDENT LIVING SERVICES FOR AGING PEOPLE. THE PHOEBE RICHLAND INDEPENDENT LIVING PROGRAM SERVED 4 INDIVIDUALS FOR THE YEAR ENDED JUNE 30, 2015. THEY OPERATED AT APPROXIMATELY 91.67% OCCUPANCY.3) CARE MANAGEMENT - PHOEBE RICHLAND PROVIDES AND COORDINATES QUALITY IN-HOME CARE/SERVICES ENABLING CLIENTS/RESIDENTS TO REMAIN INDEPENDENT. THERE WAS AN AVERAGE OF 1 CLIENT/RESIDENT DURING THE FISCAL YEAR. 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 $1,645,030 IN 2015, INCLUDING SERVICES PROVIDED TO MEDICAID RESIDENTS WHOSE COSTS EXCEEDED MEDICAID REIMBURSEMENT. 11128577 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 28 0 1 199 1 0 0 0 0 0 0 0 0 0 0 X 15 13 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 ROBERT BERTOLETTE BOARD MEMBER 1.00 X 0 0 0 WILLIAM C HACKER BOARD MEMBER 1.00 X 0 0 0 MARTHA C DODGE BOARD MEMBER 1.00 X 0 0 0 ALAN B MCFALL ESQ BOARD MEMBER 1.00 X 0 0 0 REV ALAN C MILLER BOARD MEMBER 1.00 X 0 0 0 ROBERT MILLER TREASURER 1.00 X X 0 0 0 REV DANIEL T MOSER II CHAIRPERSON 1.00 X X 0 0 0 BRIAN R OTT ESQ BOARD MEMBER 1.00 X 0 0 0 RONALD L RIDER 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 SCOTT R STEVENSON PRESIDENT/CEO/CFO 40.00 X X 0 724031 42656 PETER E FISHER MD MBA BOARD MEMBER 1.00 X 0 0 0 DONALD A SEIBERT VICE CHAIRPERSON 1.00 X X 0 0 0 REV DR HILARY J BARRETT SECRETARY 1.00 X X 0 0 0 LISA B FICHERA EVP & COO 40.00 X 0 358184 40071 SANDRA A MASSETTI EVP/CHIEF HEALTHCARE OFFICER 40.00 X 0 261886 34937 LINDA E GERSTLAUER DIRECTOR, THERAPY SERVICES 40.00 X 114623 0 21236 TRACY L ROMAN EXECUTIVE DIRECTOR OPERATIONS 40.00 X 125399 0 9284 240022 1344101 148184 2 0 1 0 CURA HOSPITALITY INC PO BOX 644091 PITTSBRGH PA 15264 DIETARY SVC 916832 HOLLENBACH CONSTRUCTION INC PO BOX 507 BOYERTOWN PA 19512 CONSTRUCTION SVC 812013 ARAMARK HEALTHCARE SUPPORT SVC 24863 NETWORK PLACE READING PA 19603 HEALTHCARE SUPPORT 604520 STEVENS & LEE PO BOX 679 READING PA 196030679 LEGAL SERVICES 120015 4 79445 79445 RESIDENT REVENUE 623000 13048161 13048161 13048161 4133 4133 380 -380 -380 -380 INSURANCE COST REDUCTION 623000 50215 50215 BEAUTY SHOP 623000 30325 30325 VENDING MACHINES 623000 1333 1333 2942 2942 84815 13216174 13048161 0 88568 X 6177689 5756284 421405 157775 147009 10766 1109327 1033494 75833 461264 429789 31475 947046 947046 8417 8417 25700 25700 488 488 1801628 1765271 36357 2547 2547 212796 167103 45693 4476 4476 224218 223959 259 7572 530 7042 86438 86438 450429 450429 126574 126574 MEDICAL SUPPLIES 566999 566999 LICENSE, FEES, & TAXES 309292 289775 19517 BAD DEBTS 70830 70830 DUES & MEMBERSHIPS 20692 501 20191 23011 13592 9419 12795208 11128577 1666631 0 5687 18691 2744313 2731309 40104 33849 1298092 1548939 141500 141500 54318 47419 18544289 5515894 5912700 13028395 480593 427379 638882 689097 399607 384884 34162 43887 11749958 19095349 1488218 1720557 13216 13560 2559960 8786717 33861 43887 6912492 7660958 11007747 18225679 X 728412 867926 13799 1744 742211 869670 11749958 19095349 X 420966 -293507 X 0 1 X 1 0 X 38155 31530 38793 64654 79445 252577 12309046 12452025 12416894 12459905 13048161 62686031 23233 29531 33391 30536 30325 147016 12370434 12513086 12489078 12555095 13157931 63085624 725 5050 5775 0 725 5050 5775 63079849 1362 2263 6166 -3095 4133 10829 1362 2263 6166 -3095 4133 10829 88972 222440 37654 115914 54490 519470 12460768 12737789 12532898 12667914 13216554 63615923 0.99160 0.99140 0.00020 0.00010 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2010 AMOUNT: $ 275. 2011 AMOUNT: $ 1,308. 2012 AMOUNT: $ 2,389. 2013 AMOUNT: $ 10,820. 2014 AMOUNT: $ 2,942. INSURANCE COST REDUCTION - 2010 AMOUNT: $ 88,697. 2011 AMOUNT: $ 20,280. 2012 AMOUNT: $ 35,265. 2013 AMOUNT: $ 103,676. 2014 AMOUNT: $ 50,215. BAD DEBT EXPENSE RECOVERY - 2011 AMOUNT: $ 200,852. VENDING MACHINES - 2013 AMOUNT: $ 1,418. 2014 AMOUNT: $ 1,333. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 488 488 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 $488. 0 1 X 600000 600000 7314005 3627813 3686192 2196750 1888081 308669 8433534 8433534 13028395 INVESTMENT IN AFFILIATE 2582368 DUE TO AFFILIATE 4213787 RESERVE FOR WORKMENS COMP 80430 INTEREST RATE SWAP 784373 7660958 X 12873000 -292959 -292959 13165959 50215 50215 13216174 12746000 -49208 -49208 12795208 0 12795208 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 DETERMINED THERE WERE NO MATERIAL TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2015 AND 2014 THE ORGANIZATION'S AND ITS AFFILIATES' FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2014, 2013, AND 2012 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. IN ADDITION, THE FEDERAL AND STATE INCOME TAX RETURNS FOR THE FOR-PROFIT AFFILIATES REMAIN SUBJECT TO EXAMINATION BY THE RESPECTIVE TAXING AUTHORITIES FOR THE TAX YEARS 2014, 2013, AND 2012. PART XI, LINE 2D - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT 548. CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS -293,507. PART XI, LINE 4B - OTHER ADJUSTMENTS: INSURANCE REIMBURSEMENT 50,215. PART XII, LINE 2D - OTHER ADJUSTMENTS: INSURANCE REIMBURSEMENT -50,215. ROUNDING ADJUSTMENT 1,007. 0 1 0 0 0 0 0 1 0 SCOTT R STEVENSON PRESIDENT/CEO/CFO 0 377626 0 98852 0 247553 0 17500 0 25156 0 766687 0 0 LISA B FICHERA EVP & COO 0 242824 0 48967 0 66393 0 17500 0 22571 0 398255 0 0 SANDRA A MASSETTI EVP/CHIEF HEALTHCARE OFFICER 0 189930 0 38723 0 33233 0 17500 0 17437 0 296823 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, LISA FICHERA, AND SANDRA MASSETTI PARTICIPATE IN A NON-QUALIFED RETIREMENT PLAN. PHOEBE MINISTRIES CONTRIBUTED $17,500 TO EACH EXECUTIVE'S PLAN DURING THE YEAR. PART I, LINE 7 THE PHOEBE MINISTRIES INCENTIVE PAY PROGRAM RECOGNIZES THE ACHIEVEMENT OF ORGANIZATIONAL AND DIVISIONAL OBJECTIVES THROUGH A TWO LEVEL INCENTIVE PAY STRUCTURE. THE PERFORMANCE APPRAISAL OBJECTIVES ARE EVALUATED ON A FISCAL YEAR BASIS. THIS PROGRAM IS AVAILABLE TO THE PRESIDENT/CEO, OFFICERS, KEY EMPLOYEES, AND DEPARTMENT HEADS. THE INCENTIVES ARE BASED ON CASH ON HAND MEASUREMENTS, OPERATING MARGIN ACHIEVEMENTS, AND ANNUAL PERFORMANCE APPRAISALS. THERE ARE INCENTIVE LEVELS BASED UPON TITLE/ROLE IN THE ORGANIZATION. 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 18249000 3666797 2559960 9462283 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 9.000000000000 0 0 0 0 1 A 1 MITCH POSSINGER BOARD MEMBER OF PHOEBE AND OFFICER OF CURA 916832 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 11 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/CFO. 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 81,306. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 81,306. TRANSPORTATION SERVICES: PROGRAM SERVICE EXPENSES 32,021. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,021. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 568,151. MANAGEMENT AND GENERAL EXPENSES 20,960. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 589,111. REPAIR AND MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 91,642. MANAGEMENT AND GENERAL EXPENSES 1,120. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 92,762. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 18,692. MANAGEMENT AND GENERAL EXPENSES 14,277. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 32,969. DIETARY SERVICES: PROGRAM SERVICE EXPENSES 973,459. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 973,459. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF SWAP AGREEM -293,507. FORM 990 PHOEBE MINISTRIES NARRATIVE ORGANIZATIONAL OVERVIEW: PHOEBE-DEVITT HOMES (D/B/A PHOEBE MINISTRIES) IS A PENNSYLVANIA NOT-FOR-PROFIT CORPORATION. PHOEBE ISN'T JUST A NURSING HOME, THOUGH OUR NON-PROFIT ORGANIZATION HAS GROWN FROM JUST A SINGLE ALLENTOWN FACILITY IN 1903 TO NOW SERVE THOUSANDS OF OLDER ADULTS ANNUALLY. LOCATED IN SEVEN PENNSYLVANIA COUNTIES, PHOEBE FEATURES FOUR CONTINUING CARE RETIREMENT COMMUNITIES, EIGHT AFFORDABLE HOUSING FACILITIES, HOME AND COMMUNITY-BASED SERVICES AND TWO 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 AND UNION COUNTIES IN PENNSYLVANIA. PHOEBE'S CHARITABLE CARE BENEFIT: PHOEBE PROVIDES THE HIGHEST QUALITY CARE TO ALL RESIDENTS, REGARDLESS OF ABILITY TO PAY. CHARITABLE AND BENEVOLENT CARE ROSE SUBSTANTIALLY TO OVER $14 MILLION DURING THE 2014-2015 FISCAL YEAR. THIS IS A TREND THAT HAS BEEN INCREASING OVER THE LAST FEW YEARS AND IS LINKED TO REDUCED GOVERNMENTAL REIMBURSEMENTS FOR MEDICAL AND NURSING CARE FOR OUR RESIDENTS. 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 CLEAR DEMONSTRATION OF PHOEBE'S ENDURING LEGACY OF CARE AND COMPASSION. THOSE SERVED BY CHARITABLE AND BENEVOLENT CARE ARE ABLE TO RECEIVE OUR QUALITY CARE AND PROGRAMMING, ENSURING THAT EACH AND EVERY PERSON AT PHOEBE IS EXPERIENCING THE JOYS, COMFORTS, AND HAPPINESS EXPECTED IN LIFE. PHOEBE'S WORKFORCE BENEFIT: PHOEBE SERVES AS A STABLE EMPLOYER WITH 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 1,255 INDIVIDUALS. OVER THE PAST FISCAL YEAR, PHOEBE HIRED 276 EMPLOYEES. VOLUNTEERISM AT PHOEBE: PHOEBE IS ABLE TO DELIVER THE BEST SERVICES TO OLDER ADULTS WITH THE HELP OF WELL-TRAINED STAFF AND DEDICATED VOLUNTEERS. PHOEBE WORKS WITH A NUMBER OF ORGANIZATIONS THAT OFFER THEIR MEMBERS AS VALUABLE RESOURCES TO ASSIST THOSE WHO LIVE IN PHOEBE COMMUNITIES. PHOEBE WORKS WITH MORE THAN 884 VOLUNTEERS WHO HELP WITH ACTIVITIES RANGING FROM OFFICE WORK TO CHAPLAIN DUTIES. LAST YEAR, DEDICATED PHOEBE VOLUNTEERS LOGGED 67,113 HOURS OF WORK (NOT INCLUDING GOVERNING BOARD AND COMMITTEE HOURS). PHOEBE ALSO WELCOMES YOUTH VOLUNTEERS EVERY SUMMER, PROVIDING THEM WITH MENTORING OPPORTUNITIES AND VALUABLE EXPOSURE TO CAREERS IN THE HEALTH CARE INDUSTRY. COMMUNITY EDUCATION: PHOEBE COMMUNITIES SERVE AS CLINICAL TRAINING SETTINGS FOR STUDENTS IN CERTIFIED NURSING ASSISTANT (CNA), LICENSED PRACTICAL NURSE (LPN) AND REGISTERED NURSING (RN) PROGRAMS AT AREA SCHOOLS. WE ALSO PROVIDE A ROTATION SITE FOR MEDICAL RESIDENTS OF AREA HOSPITALS. PHOEBE SERVICES PHARMACY IS A TEACHING FACILITY AND ROTATION SITE FOR DOCTOR OF PHARMACY CANDIDATES. ADDITIONALLY, PHOEBE SERVES AS A TEACHING FACILITY FOR REHABILITATION SERVICES (PHYSICAL THERAPY, OCCUPATIONAL THERAPY AND SPEECH THERAPY) AS WELL AS A TRAINING SITE FOR MASTER'S DEGREE-LEVEL SOCIAL WORK INTERNS. SINCE ITS INCEPTION, PHOEBE'S CLINICAL PASTORAL EDUCATION (CPE) PROGRAM HAS TRAINED MORE THAN 186 CLERGY, SEMINARIANS AND QUALIFIED LAY PERSONS OF ALL FAITHS IN THE ART AND SKILL OF PASTORAL CARE. OUR LONG TERM CARE COMMUNITIES ALSO SUPPORT INTERNSHIP POSITIONS FOR STUDENTS AT AREA COLLEGES IN FIELDS SUCH AS BUSINESS, COMMUNICATIONS, NUTRITION AND INFORMATION TECHNOLOGY. THE PHOEBE INSTITUTE ON AGING PROVIDES FORUMS FOR DISCUSSION AND LEARNING, INCLUDING EDUCATIONAL PROGRAMS, COOPERATIVE VENTURES AND OUTREACH ACTIVITIES THAT PROMOTE IMPROVED QUALITY OF LIFE AND CARE FOR THE AGING AND THEIR FAMILIES IN THE REGION PHOEBE SERVES. LAST YEAR, THE ANNUAL INSTITUTE BENEFIT RAISED MORE THAN $26,000 NET; THESE FUNDS SUPPORTED THREE FREE COMMUNITY CONFERENCES THAT WERE ATTENDED BY NEARLY 700 CAREGIVERS, PROFESSIONALS AND STUDENTS. PHOEBE ALSO PROACTIVELY HELPS THOSE IN THE COMMUNITY TO STAY INDEPENDENT. PHOEBE AT HOME SERVICES IS A GERIATRIC CARE MANAGEMENT PROGRAM DEDICATED TO EXPLORING NEW WAYS TO PROVIDE CARE TO OLDER PERSONS LIVING AT HOME. IN-HOME SERVICES ARE BASED ON THE INDIVIDUAL'S NEEDS, INTERESTS AND VALUES. SINCE THE LAUNCH OF PHOEBE AT HOME SERVICES, THE GERIATRIC CARE MANAGEMENT PROGRAM HAS HELPED NEARLY 600 CLIENTS IN THE COMMUNITY STAY INDEPENDENT LONGER. PHOEBE MINISTRIES ALSO OFFERS ALZHEIMER'S AWARENESS EVENTS, SUPPORT GROUPS, SENIOR EXPOS, NEIGHBORHOOD CHURCH SERVICES AND INFORMATIONAL AGING FORUMS AS FREE PROGRAMS TO EDUCATE THE COMMUNITY. PASTORAL CARE: PASTORAL CARE IS FOUNDATIONAL TO PHOEBE'S CONTINUUM OF CARE. PHOEBE EMPLOYS FOUR FULL-TIME CHAPLAINS WHO ARE BOARD CERTIFIED BY THE ASSOCIATION OF PROFESSIONAL CHAPLAINS AND THREE PART-TIME CHAPLAINS. ECUMENICAL WORSHIP, SPIRITUAL ASSESSMENTS, LIFE REVIEW, POETRY THERAPY, COUNSELING, BEREAVEMENT, SPIRITUAL SUPPORT GROUPS, FUNERALS AND MEMORIAL SERVICES ARE PROVIDED FOR RESIDENTS AND THEIR FAMILIES. PHOEBE CHAPLAINS SHARE THEIR EXPERTISE WITH LOCAL CONGREGATIONS, AGENCIES, SENIOR CENTERS AND OTHER COMMUNITY GROUPS THROUGH CONFERENCES AND COMMUNITY PRESENTATIONS. FORM 990 PHOEBE MINISTRIES NARRATIVE CONT: DONOR SUPPORT OF OUR MISSION: 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 THE 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. GENERAL GIFT PLANNING INFORMATION IS ALSO AVAILABLE AT PHOEBE.ORG/GIFTPLANNING. PHOEBE AS AN INNOVATOR: ALL FOUR OF OUR CONTINUING CARE RETIREMENT COMMUNITIES HAVE ACHIEVED THE EXCELLENCE IN CARE DISTINCTION FROM THE ALZHEIMER'S FOUNDATION OF AMERICA (AFA). IN FACT, PHOEBE IS CURRENTLY THE ONLY ORGANIZATION IN THE COUNTRY TO ACHIEVE THE EXCELLENCE IN CARE STATUS FOR ALL OF ITS MEMORY SUPPORT NEIGHBORHOODS. WE'VE LAUNCHED A NEW MODEL OF REHABILITATION SERVICES FOR INDIVIDUALS WITH NEUROCOGNITIVE IMPAIRMENTS. THE NET (NEUROCOGNITIVE ENGAGEMENT THERAPY) MODEL IS UNIQUE BECAUSE IT INCORPORATES AN INTERDISCIPLINARY TEAM OF THERAPISTS, SOCIAL WORKERS, PSYCHOLOGISTS AND COMMUNITY LIFE STAFF TO PROVIDE THE BEST THERAPY EXPERIENCE FOR INDIVIDUALS WITH DEMENTIA. PHOEBE HAS RECOGNIZED PEOPLE'S DESIRE TO MAINTAIN INDEPENDENCE WHILE LIVING IN THEIR OWN HOMES. TO MEET THIS NEED, WE ESTABLISHED PHOEBE AT HOME SERVICES AND CERTIFIED CARE MANAGEMENT. WITH THESE SERVICES, WE DEVELOP PERSONALIZED CARE PLANS FOR OLDER ADULTS AND OFFER EDUCATION TO HOME CAREGIVERS. THIS SERVICE COMBINES PHOEBE'S LEGACY OF COMPASSIONATE CARE WITH THE CURRENT NEEDS OF TODAY'S SENIORS. WE HAVE LAUNCHED PATHSTONES BY PHOEBE, A NEW, MEMBERSHIP-BASED PROGRAM THAT ALLOWS OLDER ADULTS TO AGE IN PLACE. PATHSTONES BY PHOEBE OFFERS A PERSONALIZED PLAN FOR WELLNESS COORDINATION AND THE SERVICES OF A CONTINUING CARE RETIREMENT COMMUNITY (CCRC) IN THE COMFORT AND SECURITY OF A MEMBER'S HOME. WE WORK WITH MEMBERS BEFORE HEALTH AND WELLNESS NEEDS EMERGE, PROVIDING PROACTIVE CARE THAT MAY LIMIT THE NEED FOR SERVICES LATER. LEADERSHIP: FOR THE THIRD YEAR IN A ROW, PHOEBE MINISTRIES WAS NAMED A TOP WORKPLACE BY THE MORNING CALL. PHOEBE IS THE ONLY LARGE BUSINESS TO MAKE THIS LIST FOR THREE CONSECUTIVE YEARS. ADDITIONALLY, TWO PHOEBE COMMUNITIES RECEIVED BEST NURSING HOME RANKINGS FROM U.S. NEWS AND WORLD REPORT IN 2015. EXPANDED FACILITIES AND SERVICES: PHOEBE RICHLAND HAS A DRAMATIC ADDITION TO ITS CAMPUS: A PERSONAL CARE FACILITY FEATURING 72 STUDIO AND ONE BEDROOM APARTMENTS AND FOUR SEMI-PRIVATE ROOMS. THE PROJECT AFFORDS LOWER LEHIGH VALLEY AND UPPER BUCKS COUNTY SENIORS ACCESS TO PHOEBE'S QUALITY CARE CLOSER TO HOME. SIGNIFICANT RENOVATIONS TO THE TREXLER WING OF THE PHOEBE ALLENTOWN HEALTH CARE CENTER CONTINUE AS WELL. 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) 9 PHOEBE-DEVITT HOMES 0 PHOEBE-DEVITT HOMES 1925 TURNER ST ALLENTOWN PA 18104 231396838 ADMINISTRATIVE/FUNDRAISING PA 501(C)(3) 7 N/A 0 PHOEBE HOUSING INC 1925 TURNER ST ALLENTOWN PA 18104 232821149 ADMINISTRATIVE PA 501(C)(3) 9 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) 9 PHOEBE-DEVITT HOMES 0 PHOEBE SERVICES INC 1925 TURNER ST ALLENTOWN PA 18104 232586359 ADMINISTRATIVE & PHARMACY PA 501(C)(3) 9 PHOEBE-DEVITT HOMES 0 WYNCOTE CHURCH HOME INC 208 FERNBROOK AVE WYNCOTE PA 19095 231352525 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) 9 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) 9 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 50215 689097 0.15280 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 1 1 1 1 1