2015-09-21T07:47:20-05:00 2014-12-31 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2014-01-01 232365124 CHANDLER HALL HEALTH SERVICES INC CHAN 2158604000 99 BARCLAY STREET NEWTOWN PA 18940 LYNETTE M KILLEN CEO 2158604000 2015-09-17 1 JULIUS GREEN CPA JD P00350393 2159720701 2014 2016-04-25 22:37:26Z VIOLETTE SADRES 99 BARCLAY STREET NEWTOWN PA 18940 22308028 0 X WWW.CHANDLERHALL.ORG X 1985 PA CHANDLER HALL PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO SENIOR CITIZENS. 11 11 402 204 37590 0 335541 390857 18704190 18601974 878752 1180232 38034 26381 19956517 20199444 0 0 0 0 12248168 11988785 0 0 224939 8169286 7760346 20417454 19749131 -460937 450313 28780826 28075062 24262483 23818274 4518343 4256788 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 1 15746175 0 18601974 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 AND INTERMEDIATE NURSING BEDS IN ADDITION TO PROVIDING VARIOUS ANCILLARY SERVICES. THE HOSPICE PROGRAM PROVIDES SERVICES AND SUPPORT TO THE TERMINALLY ILL AND THEIR FAMILIES, IN ADDITION TO OTHER INDIVIDUALS ON AN INPATIENT AND HOME BASIS. RESTORATIVE HOME HEALTH PROGRAMS WERE ALSO PROVIDED TO CLIENTS ON AN INDIVIDUAL BASIS AS DIRECTED BY A PHYSICIAN, HOWEVER, THAT PROGRAM WAS TERMINATED IN NOVEMBER 2014. 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, 2014, 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 18,360 CARE DAYS IN ITS LONG TERM CARE FACILITY, 2,295 CARE DAYS IN ITS HOSPICE INPATIENT FACILITY AND 1,854 HOMECARE VISITS IN 2014. CHANDLER HALL HEALTH SERVICES' LONG TERM CARE FACILITY OPERATED AT 95.1% CAPACITY AND ITS HOSPICE CARE FACILITY OPERATED AT 45% OF ITS TOTAL CAPACITY IN 2014. 15746175 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 15 0 1 402 1 1 1 0 0 0 0 0 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 VIOLETTE SADRES CFO 2158604000 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 CROSSMAN 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 WILLIAM FELLOWS DIRECTOR (TERM EXP. MAR. 2014) 1.00 X 0 0 0 LYNETTE KILLEN CEO 40.00 X 197804 0 30095 MAUREEN CASEY COO 37.50 X 115063 0 9452 VIOLETTE SADRES CFO 40.00 X 115732 0 0 TIMOTHY COUSOUNIS SR. DIR., HOME HEALTH (FORMER) 37.50 X 108351 0 2572 536950 0 42119 4 0 1 0 GENESIS ELDERCARE REHAB SERVICES PO BOX 821322 PHILADELPHIA PA 191821322 THERAPY 539341 SECURITAS SECURITY SERVICES PO BOX 403412 ATLANTA GA 30384 SECURITY STAFFING 171564 ST MARY MEDICAL CENTER PO BOX 827728 BALA CYNWYD PA 191827728 LABS/X-RAYS/MED CARE 134673 COASTAL HEALTHCARE CONSULTING PO BOX 75 BALA CYNWYD PA 19004 CONSULTING 101000 4 5299 107209 278349 1042 390857 NET PATIENT & RESIDENT SVC REV 623000 18107360 18107360 CHILD DAY CARE INCOME 623000 463895 463895 ENTRANCE FEES 623000 30719 30719 18601974 179867 179867 35933 67922 -31989 -31989 -31989 3000574 2000209 1000365 1000365 1000365 40344 107209 40453 -109 -109 CATERING REVENUE 722320 37590 37590 CAFETERIA REVENUE 722210 19877 19877 MISCELLANEOUS INCOME 999990 1012 1012 58479 20199444 18601974 37590 1169023 468146 386479 73825 7842 9480543 7887737 1435718 157088 135039 100620 30018 4401 1068346 810177 241776 16393 836711 629477 195767 11467 795191 795191 20959 20959 34152 34152 422 422 1310065 948003 362050 12 136026 14422 118555 3049 501092 257728 218857 24507 88987 473 88514 1694506 1694153 353 50969 49023 1946 25477 16374 8923 180 218 218 1330163 1330163 104214 104214 MEDICAL SUPPLIES 925739 922821 2918 FOOD 589086 589086 RESIDENT EXPENSES 73722 73722 LICENSES AND FEES 27293 15401 11892 52065 20316 31749 19749131 15746175 3778017 224939 1230 1699 1064393 632673 2688251 2921986 24054 19631 94233 153003 38034907 22519923 16297443 15514984 8147744 8394427 463478 436659 28780826 28075062 1282909 1788324 20935000 19960000 1655 0 2042919 2069950 24262483 23818274 X 4180357 3921241 72801 70362 265185 265185 4518343 4256788 28780826 28075062 450313 -711868 0 X 0 1 X 1 0 X 475745 424129 383414 335541 390857 2009686 18721881 18555412 19579157 18704190 18601974 94162614 19197626 18979541 19962571 19039731 18992831 96172300 0 0 0 96172300 152261 181462 194313 173894 215800 917730 152261 181462 194313 173894 215800 917730 35398 26763 145398 22758 20889 251206 19385285 19187766 20302282 19236383 19229520 97341236 0.98800 0.98060 0.00940 0.00890 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2010 AMOUNT: $ 2,777. 2011 AMOUNT: $ -667. 2012 AMOUNT: $ 344. 2013 AMOUNT: $ 776. 2014 AMOUNT: $ 1,012. THIRD PARTY SETTLEMENT - 2010 AMOUNT: $ 0. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 125,000. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. CAFETERIA REVENUE - 2010 AMOUNT: $ 31,567. 2011 AMOUNT: $ 27,430. 2012 AMOUNT: $ 20,054. 2013 AMOUNT: $ 21,982. 2014 AMOUNT: $ 19,877. RECOVERY OF DOUBTFUL ACCOUNTS - 2010 AMOUNT: $ 1,054. 2011 AMOUNT: $ 0. 2012 AMOUNT: $ 0. 2013 AMOUNT: $ 0. 2014 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 422 422 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 $422 REPORTED HERE IS THE PERCENTAGE OF THE DUES LEADINGAGE AND LEADINGAGE PA USED FOR LOBBYING PURPOSES DURING THE YEAR. 0 815287 40942 5410 850819 521959 200000 96673 3345 815287 463903 61176 3120 521959 472497 -5830 2764 463903 0 0 424520 424520 28104032 15643725 12460307 9083603 6564184 2519419 422752 312014 110738 15514984 REFUNDABLE ENTRANCE FEES 1814085 NONREFUNDABLE ENTRANCE FEES 202365 DEPOSITS 53500 2069950 X 19555498 -711868 -711868 20267366 -67922 -67922 20199444 19817053 67922 67922 19749131 0 19749131 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 2014 AND 2013. CHANDLER HALL'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS PRIOR TO 2011 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF RENTAL EXPENSES -67,922. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF RENTAL EXPENSES 67,922. GOLF 59770 31021 28749 11203 11278 6268 CULINARY CLASSICS 82083 70827 11256 400 10856 1 5700 5361 339 396 52 147553 107209 40344 11203 11674 400 17176 40453 -109 X X X 0 0 0 0 0 0 0 0 0 LYNETTE KILLEN CEO 197804 0 0 0 0 0 6009 0 24086 0 227899 0 0 0 A BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 232174016 2013-04-19 21075000 RE-FINANCING OF 1999 BOND ISSUE 0 0 0 A 1115000 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 III, LINE 3 THE HOME HEALTH PROGRAM, THROUGH WHICH CLIENTS WERE SEEN ON AN INDIVIDUAL BASIS AS DIRECTED BY PHYSICIANS, WAS TERMINATED IN NOVEMBER 2014. 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 ENLISTED THE SERVICES OF KENDAL CORPORATION, A PENNSYLVANIA NON-PROFIT ORGANIZATION, TO PROVIDE MANAGEMENT OVERSIGHT AND SUPPORT SERVICES. 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 ASSET 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. HUMAN RESOURCES 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