2014-05-15T08:25:25-05:00 2013-06-30 232932984 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2012-07-01 232302675 PHOEBE HOME INC PHOE 6107945142 1925 TURNER STREET ALLENTOWN PA 18104 SCOTT R STEVENSON 6107945142 2014-05-09 1 JULIUS C GREEN CPA JD P00350393 2159720701 2012 2015-11-30 17:44:51Z PHOEBE ALLENTOWN SCOTT R STEVENSON 1925 TURNER STREET ALLENTOWN PA 18104 51992306 0 X WWW.PHOEBE.ORG X 1984 PA TO PROVIDE HEALTHCARE, CULTURAL AND RECREATIONAL ACTIVITIES, AND ROOM AND BOARD FOR ITS RESIDENTS. 16 14 715 402 15036 14036 462996 230521 47901327 48895630 266248 343907 219191 313184 48849762 49783242 0 0 0 0 30467220 30860085 0 0 0 17924999 16742110 48392219 47602195 457543 2181047 52514080 56186532 25386988 25670274 27127092 30516258 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 41935371 0 48895630 1) SKILLED NURSING - PROVIDE QUALITY NURSING CARE IN A COMFORTABLE HEALTH CARE CENTER. PHOEBE HOME SKILLED NURSING PROGRAM SERVED 1,151 INDIVIDUALS FOR THEIR YEAR ENDED JUNE 30, 2013. THEY HAD 132,104 SKILLED NURSING CARE CENSUS DAYS DURING THAT TIME WHICH WAS APPROXIMATELY 94.01% OCCUPANCY. ADDITIONALLY, 458,732 OF NURSING CARE HOURS WERE DEVOTED TO ACCOMPLISHING THIS PROGRAM SERVICE.2) PERSONAL CARE - PROVIDE INTERMEDIATE LEVEL OF CARE WHEN INDIVIDUALS NEED HELP WITH SOME ACTIVITIES OF DAILY LIVING BUT DO NOT REQUIRE 24 HOUR SKILLED NURSING CARE. PHOEBE HOME PERSONAL CARE PROGRAM SERVED 81 INDIVIDUALS FOR THEIR YEAR ENDED JUNE 30, 2013. THEY HAD 20,310 PERSONAL CARE CENSUS DAYS DURING THAT TIME, WHICH WAS APPROXIMATELY 96.08% OCCUPANCY. ADDITIONALLY, 35,460 OF NURSING CARE HOURS WERE DEVOTED TO ACCOMPLISHING THIS PROGRAM SERVICE.3) INDEPENDENT LIVING - PROVIDE COMPREHENSIVE, INDEPENDENT LIVING SERVICES FOR AGING PEOPLE. PHOEBE HOME INDEPENDENT LIVING PROGRAM SERVED 99 INDIVIDUALS FOR THEIR YEAR ENDED JUNE 30, 2013. THEY OPERATED AT APPROXIMATELY 93.35% OCCUPANCY.4) CARE MANAGEMENT - PROVIDE AND COORDINATE QUALITY IN-HOME CARE/SERVICES ENABLING CLIENTS/RESIDENTS TO REMAIN INDEPENDENT. THERE WAS AN AVERAGE OF 101 CLIENTS/RESIDENTS DURING THE FISCAL YEAR. 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 $5,509,054 IN FY 2013, INCLUDING SERVICES PROVIDED TO MEDICAID RESIDENTS WHOSE COSTS EXCEEDED MEDICAID REIMBUSEMENT. 41935371 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 83 0 1 715 1 1 1 0 0 0 0 0 0 0 0 0 X 16 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X REVENA ROSSI SR VP OF FINANCE 6107945012 1925 TURNER STREET ALLENTOWN PA 18104 ROBERT BERTOLETTE 2.00 X 0 0 0 MARTHA C DODGE 2.00 X X 0 0 0 ALAN B MCFALL ESQ 2.00 X 0 0 0 REV ALAN C MILLER 2.00 X 0 0 0 ROBERT MILLER 2.00 X X 0 0 0 REV DANIEL T MOSER II 2.00 X X 0 0 0 BRIAN R OTT ESQ 2.00 X 0 0 0 RONALD L RIDER 2.00 X 0 0 0 MITCHELL G POSSINGER 2.00 X 0 0 0 DR DEBORAH A SIEGER 2.00 X 0 0 0 CHARLES WILLIAMS 2.00 X 0 0 0 SCOTT R STEVENSON 40.00 X X 0 830527 40785 DONALD A SEIBERT 2.00 X X 0 0 0 PETER E FISHER MD MBA 2.00 X 0 0 0 REV DR HILARY J BARRETT 2.00 X 0 0 0 WILLIAM C HACKER 2.00 X 0 0 0 LISA B FICHERA 40.00 X 0 352592 37994 SANDRA A MASSETTI 40.00 X 0 230820 11162 MARIE M STASKA-PIER 40.00 X 152043 0 17945 JENNIFER F HOWANITZ 40.00 X 114873 0 20205 266916 1413939 128091 2 0 1 0 DOLAN CONSTRUCTION INC 401 S 13TH ST READING PA 19602 CONSTRUCTION SERVICES 2988583 CURA HOSPITALITY PO BOX 827276 PHILADELPHIA PA 19182 FOOD SERVICES 2701726 ARAMARK HEALTHCARE SUPPORT 24863 NETWORK PLACE CHICAGO IL 60673 HEALTHCARE SUPPORT SERVICES 1225370 GENERAL HEALTHCARE RESOURCES 2250 HICKORY RD STE 240 PLYMOUTH MEETING PA 19462 HEALTHCARE STAFFING SERVICES 626277 ONDRA-HUYETT CONSTRUCTION SERVICE 7584 MORRIS CT STE 210 ALLENTOWN PA 18106 CONSTRUCTION SERVICES 561250 13 230521 230521 RESIDENT REVENUE 623000 48895630 48895630 48895630 169719 169719 172584 18796 139644 4563 32940 14233 47173 15036 32137 2137620 1963432 174188 174188 174188 90942 101425 -10483 -10483 INSURANCE COST REDUCTION 623000 134900 134900 BEAUTY SHOP 623000 124561 124561 VENDING MACHINE AND OTHER INCOME 623000 17033 17033 276494 49783242 48895630 15036 642055 178719 171459 7260 23776863 22810871 965992 1036137 994041 42096 4104110 3937370 166740 1764256 1692579 71677 3423150 3423150 44179 44179 19327 19327 1689 1689 12675 12675 4365268 4080838 284430 185381 185381 2412685 2190017 222668 1305 1305 729286 729286 7317 2723 4594 310449 310449 1465243 1465243 459106 459106 UBI TAXES 1975 1975 MEDICAL SUPPLIES 2005237 2005237 LICENSES AND TAXES 815810 815810 LICENSES & TAXES 188264 188264 293764 206836 86928 47602195 41935371 5666824 0 391594 346397 25427002 26559153 18386 3242 5168613 5485486 370847 286907 48367468 31988798 13963511 16378670 5237716 4993381 1516190 1623130 119044 158748 301177 351418 52514080 56186532 5911100 6003465 6150764 5828132 301177 351418 13023947 13487259 25386988 25670274 X 26175232 29493639 495115 565874 456745 456745 27127092 30516258 52514080 56186532 X 2181047 11963 1196156 X 0 1 X 1 0 X 820755 483294 527004 462996 230521 2524570 45486489 46355347 47553468 47901327 48895630 236192261 250616 245993 217694 234497 215503 1164303 46557860 47084634 48298166 48598820 49341654 239881134 750 2800 1410 4960 0 750 2800 1410 4960 239876174 278761 298722 317941 429854 340503 1665781 17087 15830 7743 14047 15036 69743 295848 314552 325684 443901 355539 1735524 9456 228095 280788 77811 151933 748083 46863164 47627281 48904638 49120532 49849126 242364741 0.98970 0.98950 0.00720 0.00610 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2008 AMOUNT: $ 9,456. 2009 AMOUNT: $ 13,488. 2010 AMOUNT: $ 11,816. 2011 AMOUNT: $ 16,312. 2012 AMOUNT: $ 17,033. INSURANCE COST REDUCTION - 2009 AMOUNT: $ 214,607. 2010 AMOUNT: $ 268,972. 2011 AMOUNT: $ 61,499. 2012 AMOUNT: $ 134,900. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1689 1689 0 EXPLANATION OF LOBBYING ACTIVITIES: 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 $1,689. 0 1 X 2600147 104084 91446 38641 5742 2751294 2581655 1650 58139 36069 5228 2600147 2349730 51620 216597 31317 4975 2581655 2172342 86482 131792 35710 5176 2349730 1926476 320770 -71929 2975 2172342 0.51360 0.48640 0.00000 0 0 449349 449349 32245112 23124601 9120511 9836641 8864197 972444 5836366 5836366 16378670 CHARITABLE GIFT ANNUITIES 109801 DUE TO AFFILIATE 9671554 RESERVE FOR WORKMENS COMPENSATION 196854 PENSION FUND 3509050 13487259 X 51087000 11963 1194458 1206421 49880579 12675 -110012 -97337 49783242 47699000 110200 110200 47588800 12675 720 13395 47602195 PART IV, LINE 2B: WHEN A RESIDENT ESTABLISHES A RESIDENT FUND MANAGEMENT SERVICE ACCOUNT, THEY AUTHORIZE PHOEBE HOME TO ESTABLISH AND MANAGE AN FDIC INSURED INTEREST BEARING RESIDENT FUND OR BURIAL ACCOUNT. THEY UNDERSTAND THAT THEY MAY HAVE RECURRING CHECKS DEPOSITED DIRECTLY INTO THEIR ACCOUNT AND THAT THEY 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 THEM BY PHOEBE HOME PRIOR TO THEIR DEATH ARE PAID TO PHOEBE HOME WITH ANY REMAINING BALANCE IN THE ACCOUNT BECOMING A PART OF THEIR ESTATE. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE USED FOR CHARITABLE CARE, CAPITAL IMPROVEMENTS, PASTORAL CARE, AND GENERAL ENDOWMENT FOR RESIDENTS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2013 AND 2012. THE ORGANIZATION'S AND ITS AFFILIATES' FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2012, 2011, AND 2010 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 2012, 2011, AND 2010. PART XI, LINE 2D - OTHER ADJUSTMENTS: ACTUARIAL ADJUSTMENT TO PENSION LIABILITY 1,209,918. CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY -13,762. ROUNDING ADJUSTMENT -1,698. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -144,207. GIFT SHOP EXPENSES -101,425. INSURANCE REIMBURSEMENT 134,900. ACCOUNT MISPOSTING 720. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 144,207. GIFT SHOP EXPENSES 101,425. INSURANCE REIMBURSEMENT -134,900. ROUNDING ADJUSTMENT -532. PART XII, LINE 4B - OTHER ADJUSTMENTS: ACCOUNT MISPOSTING 720. 0 0 0 0 0 0 0 1 0 SCOTT R STEVENSON 0 727272 0 96904 0 6351 0 17000 0 23785 0 871312 0 0 LISA B FICHERA 0 301122 0 48002 0 3468 0 17000 0 20994 0 390586 0 0 SANDRA A MASSETTI 0 196820 0 34000 0 0 0 0 0 11162 0 241982 0 0 MARIE M STASKA-PIER 129989 0 22054 0 0 0 0 0 17945 0 169988 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 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 BOTH CASH ON HAND MEASUREMENTS, OPERATING MARGIN ACHIEVEMENTS AND ANNUAL PERFOMANCE APPRAISALS. THERE ARE INCENTIVE LEVELS BASED UPON TITLE/ROLE IN THE ORGANIZATION. MITCH POSSINGER BOARD MEMBER OF PHOEBE AND OFFICER OF CURA 2483187 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. 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 NOT MADE AVAILABLE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ACTUARIAL ADJUSTMENT TO PENSION LIABILITY 1,209,918. CHANGE IN VALUE OF CHARITABLE GIFT -13,762. PHOEBE MINISTRIES NARRATIVE FORM 990 PHOEBE-DEVITT HOMES (D/B/A PHOEBE MINISTRIES) IS A PENNSYLVANIA NOT-FOR-PROFIT CORPORATION THAT PROVIDES A FULL CONTINUUM OF RESIDENTIAL, HEALTH AND COMMUNITY SUPPORT SERVICES AND PROGRAMS DESIGNED TO MEET THE NEEDS OF SENIOR ADULTS AND THEIR FAMILIES. A FAITH-BASED ORGANIZATION AFFILIATED WITH THE UNITED CHURCH OF CHRIST, PHOEBE HAS BEEN IN OPERATION SINCE 1903. OUR SERVICES INCLUDE LONG-TERM CARE, INDEPENDENT LIVING, SKILLED NURSING, PERSONAL CARE, SHORT-TERM AND OUTPATIENT REHABILITATION, PHARMACY CONSULTING AND DISTRIBUTION, IN-HOME SERVICES AND GERIATRIC CARE MANAGEMENT, AWARD-WINNING MEMORY SUPPORT PROGRAMMING, TELEHEALTH (VIRTUAL MEDICAL CARE) AND RESPITE CARE. WE SERVE THOUSANDS OF SENIORS AND THEIR FAMILIES ANNUALLY AND PROVIDED NEARLY $11.5 MILLION IN CHARITABLE AND BENEVOLENT CARE. 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 $11.5 MILLION DURING THE 2012-2013 FISCAL YEAR. THIS IS A TREND THAT HAS BEEN INCREASING OVER THE LAST FEW YEARS AND IS LINKED TO UNREIMBURSED MEDICAL 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 CONTINUEDAS A LEADER IN PROVIDING JOBS TO PEOPLE IN THE COMMUNITY, EMPLOYING 1,166 INDIVIDUALS. OVER THE PAST FISCAL YEAR, PHOEBE HIRED 287 EMPLOYEES. VOLUNTEERISM AT PHOEBE: PHOEBE IS ABLE TO DELIVER THE BEST SERVICES TO SENIORS 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 896 VOLUNTEERS WHO HELP WITH ACTIVITIES RANGING FROM OFFICE WORK TO CHAPLAIN DUTIES. LAST YEAR, DEDICATED PHOEBE VOLUNTEERS LOGGED 67,533 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. PHOEBE'S CLINICAL PASTORAL EDUCATION (CPE) PROGRAM HAS TRAINED MORE THAN 164 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 $35,000. THESE FUNDS SUPPORTED TWO FREE COMMUNITY CONFERENCES THAT WERE ATTENDED BY NEARLY 600 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 400 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 AND 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. 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 WORK 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: DEMENTIA CARE: PHOEBE MINISTRIES IS PROUD TO BE SELECTED AS THE SOLE RECIPIENT OF THE ALZHEIMER'S FOUNDATION OF AMERICA (AFA) BRODSKY INNOVATION GRANT, AWARDED EACH YEAR TO AN INNOVATIVE SERVICE OR PROGRAM THAT IMPROVES THE LIVES OF INDIVIDUALS WITH ALZHEIMER'S DISEASE OR OTHER RELATED ILLNESSES. THIS AWARD WILL BE USED TO CREATE A COMPREHENSIVE REHABILITATION PROGRAM AT PHOEBE THAT ENGAGES INDIVIDUALS WITH DEMENTIA IN OCCUPATIONAL, PHYSICAL AND SPEECH THERAPIES APPROPRIATE TO THEIR COGNITIVE ABILITIES, INTERESTS AND NEEDS. PHOEBE ALSO RECENTLY ADDED A PART-TIME CHAPLAIN TO WORK DIRECTLY WITH THE PHOEBE CENTER FOR EXCELLENCE IN DEMENTIA CARE TO DEVELOP PASTORAL CARE PROGRAMS AND SERVICES BASED ON MONTESSORI METHODOLOGIES. PHOEBE'S FIRST EARLY STAGE ALZHEIMER'S SUPPORT GROUP WAS ESTABLISHED AS PART OF A PARTNERSHIP WITH A LOCAL CHURCH TO OFFER AND DELIVER DEMENTIA EDUCATION WORKSHOPS TO MEMBERS OF THEIR CONGREGATION AND THE COMMUNITY AT LARGE. KELLY CARNEY, PH.D., CMC, EXECUTIVE DIRECTOR OF THE PHOEBE CENTER FOR EXCELLENCE IN DEMENTIA CARE, WAS APPOINTED TO THE PENNSYLVANIA ALZHEIMER'S DISEASE STATE PLANNING COMMITTEE BY GOVERNOR TOM CORBETT. LEADERSHIP: PHOEBE RECENTLY RECEIVED TWO DISTINGUISHED SERVICE AWARDS FROM LEADINGAGE PA, THE PENNSYLVANIA STATE ASSOCIATION FOR NON-PROFIT SENIOR SERVICES PROVIDERS. MARY KAY MCMAHON, EXECUTIVE DIRECTOR OF PHOEBE BERKS, WAS CHOSEN AS THE RECIPIENT OF THE LEADINGAGE PA 2013 LEADER OF THE YEAR AWARD. SHE WAS RECOGNIZED FOR PROVIDING CREATIVE SERVICE, SUPPORT AND EDUCATION TO LEADINGAGE PA MEMBERS THROUGH SHARING BEST PRACTICES IN OPERATIONS, MARKETING INITIATIVES, INSTITUTIONAL ADVANCEMENT STRATEGIES AND COMMUNITY OUTREACH. PHOEBE WYNCOTE WAS AWARDED THE LEADINGAGE PA 2013 INNOVATION OF THE YEAR RECOGNITION FOR ITS CHANGE TO CARE PROGRAM. CHANGE TO CARE IS A DAILY PROGRAM AT PHOEBE WYNCOTE DESIGNED TO REDUCE FALL RATES AND MAINTAIN THE HIGHEST STANDARDS OF CARE FOR SKILLED NURSING RESIDENTS. PHOEBE WYNCOTE WAS ALSO LISTED AS ONE OF AMERICA'S BEST NURSING HOME BY U.S. NEWS AND WORLD REPORTAND RECEIVED THE HIGHEST AVAILABLE 5-STAR RATING FROM THE CENTERS FOR MEDICARE & MEDICAID SERVICES FOR THE SECOND YEAR IN A ROW. FOR OVER A CENTURY, PHOEBE'S TRADITION OF EXCELLENCE AND PASSION FOR CARING HAVE MADE US THE LEADER IN SERVICES TO SENIOR ADULTS AND THEIR FAMILY MEMBERS. 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 RECIPROCAL RISK RETENTION GROUP 177 MEETING ST STE 470 CHARLESTON SC 29401 200972649 INSURANCE RELATED SC PHOEBE-DEVITT HOMES C 106940 1623130 0.46340 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1 1