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 232586359 PHOEBE SERVICES 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 23825381 0 X WWW.PHOEBE.ORG X 1989 PA PROVIDE MGMT, PHARMACEUTICAL, AND PASTORAL CARE SVC TO RELATED EXEMPT ORGANIZATIONS. 15 13 176 68 2085713 -28570 850 325 21667415 23646512 49385 36661 127751 70182 21845401 23753680 0 0 0 0 9722117 10414341 0 0 0 13379300 14694415 23101417 25108756 -1256016 -1355076 31460861 29391839 40836351 40171276 -9375490 -10779437 PHOEBE SERVICES, INC. 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 9168097 0 7549594 PHOEBE SERVICES PROVIDES MANAGEMENT SERVICES FOR RELATED 501(C)(3) ORGANIZATIONS TO ASSIST IN THE ORGANIZATIONS' MISSION TO SERVE THE AGING COMMUNITY, INCLUDING COMMUNICATIONS AND PASTORAL CARE. 12203140 0 16096918 THE PHOEBE SERVICES, INC PHARMACY SERVICED 8,398 INDIVIDUALS DURING THE YEAR ENDED JUNE 30, 2015. THE RESIDENTS OF THE VARIOUS PHOEBE MINISTRIES' RETIREMENT COMMUNITIES BENEFIT FROM COST REDUCTIONS THROUGH BULK PURCHASING DISCOUNTS RECEIVED BY THE PHARMACY. 21371237 1 0 0 0 0 0 0 0 0 0 1 0 1 1 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 47 0 1 176 1 1 1 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 STREET 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 724031 0 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 358184 0 40071 SANDRA A MASSETTI EVP/CHIEF HEALTHCARE OFFICER 40.00 X 261886 0 34937 REVENA M ROSSI SR VP OF FINANCE 40.00 X 215906 0 19706 CYNTHIA S RICHART EX. DIR. PSI PHARMACY 40.00 X 219815 0 19783 WILLIAM J DAVIES DIRECTOR OF BUSINESS DEVEL 20.00 X 154050 0 15332 SHANE D LAWRENCE CLINICAL PHARMACY DIRECTOR 40.00 X 152598 0 22576 ADAM F MARLES VICE PRES ADV/MKT/SD 40.00 X 161609 0 18677 ALICE V DONLAN REGIONAL DIR REHAB SVCS 40.00 X 145760 0 22343 MICHAEL V BATTLER DIR OF LANCASTER PHARM 40.00 X 153702 0 12391 2547541 0 248472 14 0 1 0 WESCOMM SOLUTIONS INC PO BOX 8500 PHILADELPHIA PA 191788884 TECHNOLOGY SERVICES 653685 THE MORNING ALL PO BOX 4240 ALLENTOWN PA 181054240 ADVERTISING SERVICES 170749 MOREFIELD COMMUNICATIONS INC 35 NORTH 35TH ST CAMP HILL PA 17011 TECHNOLOGY SERVICES 159176 ADAMS OUTDOOR ADVERTISING PO BOX 809140 CHICAGO IL 606809140 ADVERTISING SERVICES 133933 SOFTMART COMMERCIAL SER INC PO BOX 7236 PHILADELPHIA PA 191011723 TECHNOLOGY SERVICES 131494 9 325 325 PATIENT & RESIDENT SERVICES 446110 16096918 14011205 2085713 MANAGEMENT SERVICES 446110 7549594 7549594 23646512 30802 30802 62428 62428 0 15132 9273 5859 5859 5859 INSURANCE COST REDUCTION 446110 59346 59346 CPE TUITION - PASTORAL CARE 446110 7050 7050 MISCELLANEOUS 446110 3786 3786 70182 23753680 21560799 2085713 106843 2195700 1712443 483257 6188984 4826835 1362149 391052 245615 145437 1099084 994172 104912 539521 420972 118549 205530 203265 2265 60728 56748 3980 2115 2115 576114 199803 376311 841351 117 841234 414886 264532 150354 376523 376523 380462 363250 17212 45257 21471 23786 2195 2195 860140 860140 80101 80101 MEDICAL SUPPLIES 10490178 10490178 BAD DEBT 157969 157969 DUES, MEMBERSHIPS, AND 29184 5854 23330 LICENSES & TAXES 17245 470 16775 154437 88584 65853 25108756 21371237 3737519 0 1538851 1579724 599010 629216 3014268 3150259 13625871 8871144 4614273 4754727 239059 244275 761970 821315 2500000 2500000 161830 144722 18031600 15567601 31460861 29391839 3433395 3269049 14115 1817 21276715 18770288 16112126 18130122 40836351 40171276 X -9983546 -11385138 600252 598147 7804 7554 -9375490 -10779437 31460861 29391839 X -1355076 -48871 X 0 1 X 1 0 X 222668 119582 6328 850 325 349753 13093831 13458220 13455692 19816517 21560749 81385009 104825 37320 41677 122529 59346 365697 13421324 13615122 13503697 19939896 21620420 82100459 1800 1400 3200 0 1800 1400 3200 82097259 175461 -16571 28607 29824 93230 310551 1730 1730 175461 -16571 30337 29824 93230 312281 470 18 1803 5222 10838 18351 13597255 13598569 13535837 19974942 21724488 82431091 0.99600 0.99550 0.00380 0.00440 X 203287 203287 2569020 1060114 1508906 321577 527196 -205619 10398620 7283834 3114786 133367 133367 4754727 INVESTMENT IN AFFILIATES 2500000 C 2500000 DUE FROM AFFILIATES 15567601 15567601 DUE TO AFFILIATES 18020536 RESERVE FOR WORKMENS COMP 91955 INTEREST RATE SWAP AGREEMENT 17631 18130122 X 23707000 -49762 -49762 23756762 -3082 -3082 23753680 25110000 3082 3082 25106918 1838 1838 25108756 PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT HAS DETERMINED THAT THERE WERE NO MATERIAL TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 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 1,224. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -48,871. INVESTMENT FEES -2,115. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -62,428. INSURANCE REIMBURSEMENT 59,346. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 62,428. INSURANCE REIMBURSEMENT -59,346. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT -277. INVESTMENT FEES 2,115. X X X 0 1 0 0 0 0 0 1 0 SCOTT R STEVENSON PRESIDENT/CEO/CFO 377626 0 98852 0 247553 0 17500 0 25156 0 766687 0 0 0 LISA B FICHERA EVP/COO 242824 0 48967 0 66393 0 17500 0 22571 0 398255 0 0 0 SANDRA A MASSETTI EVP/CHIEF HEALTHCARE OFFICER 189930 0 38723 0 33233 0 17500 0 17437 0 296823 0 0 0 REVENA M ROSSI SR VP OF FINANCE 145494 0 29883 0 40529 0 0 0 19706 0 235612 0 0 0 CYNTHIA S RICHART EX. DIR. PSI PHARMACY 137334 0 23800 0 58681 0 0 0 19783 0 239598 0 0 0 WILLIAM J DAVIES DIRECTOR OF BUSINESS DEVEL 95499 0 0 0 58551 0 4088 0 11244 0 169382 0 0 0 SHANE D LAWRENCE CLINICAL PHARMACY DIRECTOR 119624 0 24600 0 8374 0 4534 0 18042 0 175174 0 0 0 ADAM F MARLES VICE PRES ADV/MKT/SD 112852 0 23400 0 25357 0 0 0 18677 0 180286 0 0 0 ALICE V DONLAN REGIONAL DIR REHAB SVCS 111497 0 23240 0 11023 0 4305 0 18038 0 168103 0 0 0 MICHAEL V BATTLER DIR OF LANCASTER PHARM 123512 0 23560 0 6630 0 3897 0 8494 0 166093 0 0 0 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 BERKS COUNTY MUNICIPAL AUTHORITY 236647630 2012-06-29 16325000 REFINANCE 1998 BOND ISSUE 0 0 0 B LEHIGH COUNTY GENERAL PURPOSE AUTHORITY 911886539 2012-06-29 4560000 REFINANCE 1998 BOND ISSUE 0 0 0 A 4840000 16325000 268726 16056274 2012 1 0 1 1 B 1225000 4560000 87862 4472138 2012 1 0 1 1 A 0 0 1 0 1 1 CITIZENS BANK 8.875000000000 0 0 0 0 1 B 0 0 1 0 1 1 CITIZENS BANK 8.875000000000 0 0 0 0 1 A 1 B 1 MITCH POSSINGER BOARD MEMBER AND OFFICER OF CURA HOSPITALITY PAYMENTS FOR FOOD SERVICES PROVIDED BY VENDOR. THERE WERE NO TRANSACTIONS IN FISCAL YEAR 2015 INVOLVING PHOEBE SERVICES. HOWEVER, THERE WERE TRANSACTIONS WITH RELATED ENTITIES. 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 SERVICES. 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 MEETING THE DEFINITION OF INTERESTED PERSON IS PROVIDED A LETTER REGARDING HIS OR HER 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, THEY WOULD ABSTAIN FROM ANY VOTES THAT WERE IN THE AREA OF THEIR 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 XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SW -48,871. 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 BERKS HEALTH CARE CENTER INC ONE HEIDELBERG DR WERNERSVILLE PA 19565 232560952 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) 9 PHOEBE-DEVITT HOMES 0 PHOEBE HOUSING INC 1925 TURNER ST ALLENTOWN PA 18104 232821149 ADMINISTRATIVE PA 501(C)(3) 9 PHOEBE-DEVITT HOMES 0 PHOEBE RICHLAND HEALTH CARE CENTER INC 108 S MAIN ST RICHLANDTOWN PA 18955 233045622 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 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 59346 814422 0.18060 0 0 0 0 1 1 0 0 0 0 1 1 1 1 1 1 1 1 0 0