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 232302675 PHOEBE HOME 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 PHOEBE ALLENTOWN SCOTT R STEVENSON 1925 TURNER STREET ALLENTOWN PA 18104 50405039 0 X WWW.PHOEBE.ORG X 1984 PA TO PROVIDE HEALTHCARE, CULTURAL AND RECREATIONAL ACTIVITIES, AND ROOM AND BOARD FOR ITS RESIDENTS. 15 13 747 394 15838 14838 762874 579988 48855217 48440882 342024 264739 537868 580277 50497983 49865886 0 0 0 0 32230244 32204835 0 0 0 17536958 16675727 49767202 48880562 730781 985324 57228736 58359612 29332215 30342754 27896521 28016858 X PHOEBE HOME, 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 42979938 0 48440882 1) SKILLED NURSING - PHOEBE HOME PROVIDES QUALITY NURSING CARE IN A COMFORTABLE HEALTH CARE CENTER. THE PHOEBE HOME SKILLED NURSING PROGRAM SERVED 988 INDIVIDUALS FOR THEIR YEAR ENDED JUNE 30, 2015. THEY HAD 129,571 SKILLED NURSING CARE CENSUS DAYS DURING THAT TIME WHICH WAS APPROXIMATELY 94.74% OCCUPANCY. ADDITIONALLY, 452,068 NURSING CARE HOURS WERE DEVOTED TO ACCOMPLISHING THIS PROGRAM SERVICE.2) PERSONAL CARE - PHOEBE HOME PROVIDES INTERMEDIATE LEVELS OF CARE WHEN INDIVIDUALS NEED HELP WITH SOME ACTIVITIES OF DAILY LIVING BUT DO NOT REQUIRE 24 HOUR SKILLED NURSING CARE. THE PHOEBE HOME PERSONAL CARE PROGRAM SERVED 79 INDIVIDUALS FOR THEIR YEAR ENDED JUNE 30, 2015. THEY HAD 18,866 PERSONAL CARE CENSUS DAYS DURING THAT TIME, WHICH WAS APPROXIMATELY 89.12% OCCUPANCY. ADDITIONALLY, 32,198 NURSING CARE HOURS WERE DEVOTED TO ACCOMPLISHING THIS PROGRAM SERVICE.3) INDEPENDENT LIVING - PHOEBE HOME PROVIDES COMPREHENSIVE, INDEPENDENT LIVING SERVICES FOR AGING PEOPLE. THE PHOEBE HOME INDEPENDENT LIVING PROGRAM SERVED 99 INDIVIDUALS FOR THE YEAR ENDED JUNE 30, 2015. THEY OPERATED AT APPROXIMATELY 91.82% OCCUPANCY.4) CARE MANAGEMENT - PHOEBE HOME PROVIDES AND COORDINATES QUALITY IN-HOME CARE/SERVICES ENABLING CLIENTS/RESIDENTS TO REMAIN INDEPENDENT. THERE WAS AN AVERAGE OF 75 CLIENTS/RESIDENTS DURING THE FISCAL YEAR.6) OUTPATIENT THERAPY - PHOEBE HOME PROVIDES OUTPATIENT THERAPY TO ITS RESIDENTS WHO ARE ABLE TO FUNCTION INDEPENDENTLY WHILE RECUPERATING. DURING THE FISCAL YEAR, 107 RESIDENTS PARTICIPATED. PHOEBE HOME PROVIDED CHARITY CARE, SUBSIDIES, AND OTHER SUPPORT OF THOSE IN NEED TO MANY OF THE PROGRAMS AND INDIVIDUALS IT SERVES. UNCOMPENSATED CARE TOTALED $7,614,004 IN FY 2015, INCLUDING SERVICES PROVIDED TO MEDICAID RESIDENTS WHOSE COSTS EXCEEDED MEDICAID REIMBUSEMENT. 42979938 1 1 0 1 0 0 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 76 0 1 747 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 ROBERT BERTOLETTE 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 DONALD A SEIBERT VICE CHAIRPERSON 1.00 X X 0 0 0 PETER E FISHER MD MBA BOARD MEMBER 1.00 X 0 0 0 REV DR HILARY J BARRETT SECRETARY 1.00 X X 0 0 0 WILLIAM C HACKER BOARD MEMBER 1.00 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 MARIE M STASKA-PIER EXECUTIVE DIRECTOR 40.00 X 157767 0 19090 JENNIFER F HOWANITZ DIRECTOR, THERAPY SERVICES 40.00 X 116011 0 21426 WENDY HILDENBRANDT DIRECTOR OF NURSING 40.00 X 108222 0 20372 SALLY PRIOR ADMINISTRATOR 40.00 X 102294 0 10687 484294 1344101 189239 4 0 1 0 CURA HOSPITALITY INC PO BOX 644091 PITTSBURGH PA 152644091 DIETARY SERVICES 2840894 ARAMARK HEALTHCARE SUPPORT SVC 24863 NETWORK PLACE CHICAGO IL 606731248 HEALTHCARE SUPPORT 1230707 AARON J ROCHE PO BOX 208 BREINIGISVILLE PA 18031 REPAIR SERVICES 592377 TUSTIN MECHANICAL SERVICES 101 E MILL STSTE 12 QUAKERTOWN PA 18951 REPAIR SERVICES 339682 DOLAND CONSTRUCTION INC 401 S 13TH ST READING PA 196022027 CONSTRUCTION SVC. 319434 18 106334 473654 579988 RESIDENT REVENUE 623000 48440882 48440882 48440882 214807 214807 183054 18710 131724 4545 51330 14165 65495 15838 49657 355162 305230 49932 49932 49932 98027 97654 373 373 BAD DEBT EXPENSE RECOVERY 623000 155037 155037 INSURANCE COST REDUCTION 623000 152276 152276 BEAUTY SHOP 623000 123149 123149 83947 83947 514409 49865886 48440882 15838 829178 X 182202 173471 8731 24426230 23255767 1170463 832358 797573 34785 4960399 4753218 207181 1803646 1672433 131213 3500960 46340 3454620 18282 18282 34422 20107 14315 1736 1736 13620 13620 5648670 5340528 308142 4082 4082 1074994 841818 233176 3579 3579 805781 805781 15952 7798 8154 366644 366644 1840748 1840748 428803 428803 UBI TAXES 2350 2350 MEDICAL SUPPLIES 1726788 1726788 LICENSES AND TAXES 1084864 873968 210896 DUES, MEMBERSHIPS, SUBS 53332 209 53123 50120 9662 40458 48880562 42979938 5900624 0 195465 34654 25008713 23746517 32629 14899 6630521 6396062 265914 247526 56060777 35534133 17475493 20526644 5202782 4953977 1937528 2089804 119022 81382 360669 268147 57228736 58359612 6371566 6816930 9134297 8641474 360669 267397 13465683 14616953 29332215 30342754 X 26542760 26893283 896765 666380 456996 457195 27896521 28016858 57228736 58359612 X 985324 -9770 -855217 X 0 1 X 1 0 X 527004 462996 230521 762874 473654 2457049 47553468 47901327 48895630 48855217 48440882 241646524 217694 234497 215503 225806 221177 1114677 48298166 48598820 49341654 49843897 49135713 245218250 2800 1410 2000 6210 0 2800 1410 2000 6210 245212040 317941 429854 340503 388297 395173 1871768 7743 14047 15036 15458 14838 67122 325684 443901 355539 403755 410011 1938890 280788 77811 151933 351909 391259 1253700 48904638 49120532 49849126 50599561 49936983 248410840 0.98710 0.98810 0.00780 0.00750 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2010 AMOUNT: $ 11,816. 2011 AMOUNT: $ 16,312. 2012 AMOUNT: $ 17,033. 2013 AMOUNT: $ 15,551. 2014 AMOUNT: $ 83,946. INSURANCE COST REDUCTION - 2010 AMOUNT: $ 268,972. 2011 AMOUNT: $ 61,499. 2012 AMOUNT: $ 134,900. 2013 AMOUNT: $ 336,358. 2014 AMOUNT: $ 152,276. BAD DEBT RECOVERY - 2014 AMOUNT: $ 155,037. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1736 1736 0 PART II-B, LINE 1: PHOEBE HOME 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 HOME THAT IS ALLOCABLE TO LOBBYING IS $1,736. 0 1 X 2934985 178856 15885 52550 7465 3069711 2751294 -4275 238246 43480 6800 2934985 2600147 104084 91446 38641 5742 2751294 2581655 1650 58139 36069 5228 2600147 2349730 51620 216597 31317 4975 2581655 0.54850 0.45150 0.00000 0 0 449349 449349 41138265 26105592 15032673 10186712 9428541 758171 4286451 4286451 20526644 CHARITABLE GIFT ANNUITIES 108791 DUE TO AFFILIATE 10246707 RESERVE FOR WORKMENS COMPENSATION 479720 PENSION FUND 3781735 14616953 X 48912000 -9770 -764392 -774162 49686162 179724 179724 49865886 48794000 -72942 -72942 48866942 13620 13620 48880562 PART IV, LINE 2B: WHEN A RESIDENT ESTABLISHES A RESIDENT FUND MANAGEMENT SERVICE ACCOUNT, HE OR SHE AUTHORIZES PHOEBE HOME 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 HOME PRIOR TO DEATH ARE PAID TO PHOEBE HOME WITH ANY REMAINING BALANCE IN THE ACCOUNT BECOMING A PART OF THE RESIDENT'S ESTATE. PART V, LINE 4: ENDOWMENT FUNDS ARE USED FOR CHARITABLE CARE, CAPITAL IMPROVEMENTS, PASTORAL CARE, AND GENERAL ENDOWMENT FOR RESIDENTS. 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: ACTUARIAL ADJUSTMENT TO PENSION LIABILITY -732,161. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY -16,722. ROUNDING ADJUSTMENT -1,889. INVESTMENT FEES -13,620. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -136,269. GIFT SHOP EXPENSES -97,654. INSURANCE REIMBURSEMENT 152,276. BAD DEBT RECOVERY 155,037. INTERCOMPANY CONTRIBUTIONS 106,334. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 136,269. GIFT SHOP EXPENSES 97,654. INSURANCE REIMBURSEMENT -152,276. ROUNDING ADJUSTMENT 448. BAD DEBT RECOVERY -155,037. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 13,620. 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 MARIE M STASKA-PIER EXECUTIVE DIRECTOR 108753 0 21373 0 27641 0 0 0 19090 0 176857 0 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. MITCH POSSINGER BOARD MEMBER OF PHOEBE AND OFFICER OF CURA 2707061 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 HOME. 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 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, PART IX, LINE 11G PHYSICIAN AND MEDICAL FEES: PROGRAM SERVICE EXPENSES 338,004. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 338,004. AGENCY FEES: PROGRAM SERVICE EXPENSES 104,130. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 104,130. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 135,947. MANAGEMENT AND GENERAL EXPENSES 33,385. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 169,332. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,707,932. MANAGEMENT AND GENERAL EXPENSES 220,375. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,928,307. REPAIR AND MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 383,992. MANAGEMENT AND GENERAL EXPENSES 7,250. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 391,242. DIETARY SERVICES: PROGRAM SERVICE EXPENSES 2,506,386. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,506,386. TRANSPORTATION SERVICES: PROGRAM SERVICE EXPENSES 162,442. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 162,442. CONSULTING FEES: PROGRAM SERVICE EXPENSES 1,695. MANAGEMENT AND GENERAL EXPENSES 47,132. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,827. FORM 990, PART XI, LINE 9: ACTUARIAL ADJ. TO PENSION LIABILITY -732,161. CHANGE IN VALUE OF CHARITABLE GIFT -16,722. INTERCOMPANY CONTRIBUTIONS -106,334. 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 HOME 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 HOME 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 HOME 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 HOME 0 PHOEBE SERVICES INC 1925 TURNER ST ALLENTOWN PA 18104 232586359 ADMINISTRATIVE & PHARMACY PA 501(C)(3) 9 PHOEBE-DEVITT HOME 0 WYNCOTE CHURCH HOME INC 208 FERNBROOK AVE WYNCOTE PA 19095 231352525 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) 9 PHOEBE-DEVITT HOME 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 HOME 0 PHOEBE RECIPROCAL RISK RETENTION GROUP 177 MEETING ST STE 470 CHARLESTON SC 29401 200972649 INSURANCE RELATED SC PHOEBE-DEVITT HOMES C 152276 2089804 0.46340 0 0 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1