PHN CHARITABLE FOUNDATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
PHN CHARITABLE FOUNDATION (EIN 41-2188011)
Tax period
2012-09-01 to 2013-08-31
Filed
2014-01-10
IRS object ID
201410139349301666
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-01-10T12:17:47-06:00Timestamp
Tax Period End Date2013-08-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN250988255EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CARBIS WALKER LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line15700 CORPORATE DRIVE STE 650AddressLine1
CityPITTSBURGHCity
StatePAState
ZIP Code15237ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-09-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN412188011EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PHN CHARITABLE FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlPHNCNameControl
Phone7249812875Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line162-66 EAST STATE STREETAddressLine1
CitySHARONCity
StatePAState
ZIP Code16146ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameDREW C PIERCEName
TitleCFOTitle
Phone7243423002Phone
Date Signed2014-01-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJEFFREY J PETRELL CPAName
PTINP00138808PTIN
Phone4126356270Phone
Date Prepared2014-01-07DatePrepared
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOHN D LAENGNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line162-66 EAST STATE STREETAddressLine1
CitySHARONCity
StatePAState
ZIP Code16146ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1739187GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.PRIMARY-HEALTH.NETWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2006YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE TRANSPORTATION SERVICES TO PATIENTS OF THE PRIMARY HEALTH NETWORK AND ALSO PROVIDE SCHOLARSHIPS TO STUDENTS WHO ARE FURTHERING THEIR EDUCATION IN THE HEALTH FIELD.ActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees35TotalNbrEmployees
Total Nbr Volunteers6TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year73023ContributionsGrantsPriorYear
Contributions Grants Current Year98062ContributionsGrantsCurrentYear
Program Service Revenue Prior Year903458ProgramServiceRevenuePriorYear
Program Service Revenue CY1153784ProgramServiceRevenueCY
Investment Income Prior Year2316InvestmentIncomePriorYear
Investment Income Current Year16926InvestmentIncomeCurrentYear
Other Revenue Prior Year451669OtherRevenuePriorYear
Other Revenue Current Year417644OtherRevenueCurrentYear
Total Revenue Prior Year1430466TotalRevenuePriorYear
Total Revenue Current Year1686416TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year25500GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY20960GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year756896SalariesEtcPriorYear
Salaries Etc Current Year931802SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year144822TotalFundrsngExpCurrentYear
Other Expense Prior Year463741OtherExpensePriorYear
Other Expenses Current Year520240OtherExpensesCurrentYear
Total Expenses Prior Year1246137TotalExpensesPriorYear
Total Expenses Current Year1473002TotalExpensesCurrentYear
Revenues Less Expenses Prior Year184329RevenuesLessExpensesPriorYear
Revenues Less Expenses CY213414RevenuesLessExpensesCY
Total Assets BOY3105346TotalAssetsBOY
Total Assets EOY6009950TotalAssetsEOY
Total Liabilities BOY861218TotalLiabilitiesBOY
Total Liabilities EOY2775645TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2244128NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3234305NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE TRANSPORTATION SERVICES TO PATIENTS OF THE PRIMARY HEALTH NETWORK AND ALSO PROVIDE SCHOLARSHIPS TO STUDENTS WHO ARE FURTHERING THEIR EDUCATION IN THE HEALTH FIELD.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1009000Expense
Grants20960Grants
Revenue1153784Revenue
DescriptionTO PROVIDE TRANSPORTATION SERVICES TO PATIENTS OF THE PRIMARY HEALTH NETWORK AND ALSO PROVIDE SCHOLARSHIPS TO STUDENTS WHO ARE FURTHERING THEIR EDUCATION IN THE HEALTH FIELD.Description
Total Program Service Expense1009000TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees35NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure0QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Form8899 Filed0Form8899Filed
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body0Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1MANAGEMENTBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number7249812875TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line162-66 EAST STATE STREETAddressLine1
CitySHARONCity
StatePAState
ZIP Code16146ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (8 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationAverage Hours Per Week RelatedAverageHoursPerWeekRelated
STEVE SANT
PRESIDENT1.00XX000
BONNIE DICKSON
DIRECTOR1.00X000
PAMELA HUDSON
DIRECTOR1.00X000
DON PERRY
DIRECTOR1.00X000
BILL HILLGROVE
DIRECTOR1.00X000
DEBORAH MCCANNA
DIRECTOR1.00X000
JOHN LAENG
CEO1.00X02709023925739.00
DREW PIERCE
CFO1.00X0118596114339.00
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs389498TotalReportableCompFrmRltdOrgs
Total Other Compensation40400TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events45099FundraisingEvents
All Other Contributions52963AllOtherContributions
Total Contributions98062TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
CONTRACTED SERVICES90009910639761063976
TRANSPORTATION/COURIER9000998980889808
FieldValueIRS element (for citing)
Total Program Service Revenue1153784TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column16926TotalRevenueColumn
Exclusion$16,926ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real416916Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real30250Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real386666Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column386666TotalRevenueColumn
Exclusion$386,666ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events30384GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events45099CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses22521FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column7863TotalRevenueColumn
Exclusion$7,863ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMISCELLANEOUSDescription
Business Code900099BusinessCode
Total Revenue Column23115TotalRevenueColumn
Exclusion$23,115ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue23115TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1686416TotalRevenueColumn
Related Or Exempt Function Income1153784RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$434,570ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total20960Total
Program Services20960ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total745594Total
Program Services499548ProgramServices
Management And General141663ManagementAndGeneral
Fundraising104383Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total18191Total
Management And General18191ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total96541Total
Program Services48270ProgramServices
Management And General32824ManagementAndGeneral
Fundraising15447Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total71476Total
Program Services35738ProgramServices
Management And General24302ManagementAndGeneral
Fundraising11436Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total766Total
Management And General766ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total18842Total
Program Services9421ProgramServices
Fundraising9421Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total30621Total
Program Services1868ProgramServices
Management And General24618ManagementAndGeneral
Fundraising4135Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total17582Total
Program Services17582ProgramServices

Travel Travel

FieldValueIRS element (for citing)
Total15814Total
Program Services15814ProgramServices

Interest Interest

FieldValueIRS element (for citing)
Total36903Total
Program Services36903ProgramServices

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total171160Total
Program Services171160ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total24663Total
Management And General24663ManagementAndGeneral

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneral
TRANSPORTATION6344063440
SUPPLIES4388543885
REPAIRS & MAINTENANCE3519535195
ADMINISTRATION2400024000

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total37369Total
Program Services9216ProgramServices
Management And General28153ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1473002Total
Program Services1009000ProgramServices
Management And General319180ManagementAndGeneral
Fundraising144822Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY8867BOY
EOY122630EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY373035BOY
EOY464769EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY167181BOY
EOY2888314EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
EOY1650EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis4708403LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2175816LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY2556263BOY
EOY2532587EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY3105346BOY
EOY6009950EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY53078BOY
EOY65242EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY808140BOY
EOY2710403EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY861218BOY
EOY2775645EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2223728BOY
EOY3213905EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY20400BOY
EOY20400EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2244128BOY
EOY3234305EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY3105346BOY
EOY6009950EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses213414ReconcilationRevenueExpenses
Reconciliation Unrealized Invest1308ReconciliationUnrealizedInvest
Reconcilation Other Changes775455ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement BothXFinancialStatementBoth
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2XPubliclySupportedOrg509a2

Gifts Grants Contrib Received509 GiftsGrantsContribReceived509

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years20400CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years43273CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year73023CurrentTaxYearMinus1Year
Current Tax Year98062CurrentTaxYear
Total234758Total

Gross Receipts From Admissions GrossReceiptsFromAdmissions

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years491045CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years611305CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years651969CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year903458CurrentTaxYearMinus1Year
Current Tax Year1152189CurrentTaxYear
Total3809966Total

Total509 Total509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years491045CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years631705CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years695242CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year976481CurrentTaxYearMinus1Year
Current Tax Year1250251CurrentTaxYear
Total4044724Total

Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Amts From Subst Contributors AmtsFromSubstContributors

FieldValueIRS element (for citing)
Total0Total

Support From DQ Ps Etc SupportFromDQPsEtc

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Public Support Total5094044724PublicSupportTotal509

Gross Investment Income509 GrossInvestmentIncome509

FieldValueIRS element (for citing)
Current Tax Year16926CurrentTaxYear
Total16926Total

Investment Income And UBTI InvestmentIncomeAndUBTI

FieldValueIRS element (for citing)
Current Tax Year16926CurrentTaxYear
Total16926Total

Other Income509 OtherIncome509

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years353133CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years374792CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years385236CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year401076CurrentTaxYearMinus1Year
Current Tax Year470415CurrentTaxYear
Total1984652Total

Total Support Total TotalSupportTotal

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years844178CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1006497CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years1080478CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1377557CurrentTaxYearMinus1Year
Current Tax Year1737592CurrentTaxYear
Total6046302Total
FieldValueIRS element (for citing)
Public Support Percentage5090.66900PublicSupportPercentage509
Prior Year Support Percentage0.63350PriorYearSupportPercentage
Investment Income Percentage0.00280InvestmentIncomePercentage
Thirty Three Percnt Tests CY509XThirtyThreePercntTestsCY509

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis46165OtherCostOrOtherBasis
Book Value46165BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis3641952OtherCostOrOtherBasis
Depreciation1414734Depreciation
Book Value2227218BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis306632OtherCostOrOtherBasis
Depreciation279372Depreciation
Book Value27260BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis32417OtherCostOrOtherBasis
Depreciation7874Depreciation
Book Value24543BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis681237OtherCostOrOtherBasis
Depreciation473836Depreciation
Book Value207401BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings2532587TotalOfBookValueLandBuildings
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt1739187TotRevenueEtcAuditedFinclStmt
Other Revenues52771OtherRevenues
Revenue Not Rptd F99052771RevenueNotRptdF990
Revenue Subtotal1686416RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9901686416TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt1525773TotExpensesEtcAuditedFinclStmt
Other Expenses Included52771OtherExpensesIncluded
Expenses Not Rptd F99052771ExpensesNotRptdF990
Expenses Subtotal1473002ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901473002TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:THE FOUNDATION FOLLOWS THE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS THAT PRESCRIBES 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. THE GUIDANCE ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST, PENALTIES, ACCOUNTING IN INTERIM PERIODS, AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THIS GUIDANCE DID NOT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. THE FOUNDATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED ON THE STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS AS A RESULT OF THIS ADOPTION. GENERALLY, TAX RETURNS FOR THE YEARS ENDED AUGUST 31, 2010, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:RENT EXPENSE 30,250. FUNDRAISING EXPENSE 22,521.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENT EXPENSE 30,250. FUNDRAISING EXPENSE 22,521.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1GOLF OUTINGNameOfEvent1
Gross Receipts Event145042GrossReceiptsEvent1
Charitable Contributions Event135753CharitableContributionsEvent1
Gross Revenue Event19289GrossRevenueEvent1
Cash Prizes Event11575CashPrizesEvent1
Rent Facility Costs Event15117RentFacilityCostsEvent1
Food And Beverage Event14172FoodAndBeverageEvent1
Other Direct Expenses Event13812OtherDirectExpensesEvent1
Name Of Event2SNOWBALL CRAWLNameOfEvent2
Gross Receipts Event210560GrossReceiptsEvent2
Charitable Contributions Event29346CharitableContributionsEvent2
Gross Revenue Event21214GrossRevenueEvent2
Cash Prizes Event21502CashPrizesEvent2
Rent Facility Costs Event2914RentFacilityCostsEvent2
Entertainment Event2300EntertainmentEvent2
Other Direct Expenses Event25129OtherDirectExpensesEvent2
Gross Receipts Total55602GrossReceiptsTotal
Charitable Contributions Total45099CharitableContributionsTotal
Gross Revenue Total Events10503GrossRevenueTotalEvents
Cash Prizes Total Events3077CashPrizesTotalEvents
Rent Facility Costs Total Events6031RentFacilityCostsTotalEvents
Food And Beverage Total Events4172FoodAndBeverageTotalEvents
Entertainment Total Events300EntertainmentTotalEvents
Other Direct Expenses Total Events8941OtherDirectExpensesTotalEvents
Direct Expense Summary Events22521DirectExpenseSummaryEvents
Net Income Summary-12018NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantSCHOLARSHIPS FOR STUDENTS ENTERING THE HEALTH FIELDTypeOfGrant
Number Of Recipients21NumberOfRecipients
Amount Of Cash Grant20960AmountOfCashGrant
Method Of ValuationCOSTMethodOfValuation

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: THE ORGANIZATION MONITORS AND REQUIRES THE INDIVIDUAL TO PAY THE SCHOLARSHIP FUNDS DIRECTLY TO THE SCHOOL.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonJOHN LAENGNamePerson
TitleCEOTitle
Base Compensation Filing Org0BaseCompensationFilingOrg
Comp Based On Related Orgs270902CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org0DeferredCompFilingOrg
Deferred Comp Related Orgs10126DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org0NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs29131NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org0TotalCompensationFilingOrg
Total Compensation Related Orgs310159TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org0CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (11 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART V, QUESTION 7BTHE ORGANIZATION HAS PLANS IN PLACE TO BEGIN A PROCESS FOR TRACKING AND NOTIFYING DONORS OF THE VALUE OF THE GOODS OR SERVICES PROVIDED.
FORM 990, PART VI, SECTION A, LINE 6PRIMARY HEALTH NETWORK IS THE SOLE MEMBER OF PHN CHARITABLE FOUNDATION. PRIMARY HEALTH NETWORK HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF PHN CHARITABLE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7APRIMARY HEALTH NETWORK HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF PHN CHARITABLE FOUNDATION.
FORM 990, PART VI, SECTION A, LINE 7BPHN CHARITABLE FOUNDATION'S ARTICLES OF INCORPORATION AND BYLAWS MAY BE AMENDED, ALTERED, OR REPEALED BY THE MEMBER.
FORM 990, PART VI, SECTION B, LINE 11PHN CHARITABLE FOUNDATION HAS A CPA FIRM PREPARE ITS FORM 990. THE FORM 990 IS REVIEWED BY MANAGEMENT AND MADE AVAILABLE TO THE BOARD OF DIRECTORS UPON REQUEST.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY AND CHANGES ARE MADE IF NECESSARY.
FORM 990, PART VI, SECTION B, LINE 15AEXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 18PHN CHARITABLE FOUNDATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VI, SECTION C, LINE 19AT THIS TIME PHN CHARITABLE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC.
FORM 990, PART XI, LINE 9:ASSET TRANSFER FROM AFFILIATE 775,455.CHANGES IN NET ASSETS OR FUND BALANCES:
FORM 990, PART XII, LINE 2CTHE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. THE PROCESS IS CONSISTENT WITH PRIOR YEARS AND HAS NOT CHANGED.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1THE PRIMARY HEALTH NETWORKBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1100 SHENANGO AVEAddressLine1
CitySHARONCity
StatePAState
ZIP Code16146ZIPCode
FieldValueIRS element (for citing)
EIN251381800EIN
Primary ActivitiesOPERATES FEDERALLY QUALIFIED HEALTH CENTERSPrimaryActivities
Legal Domicile StatePALegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity StatusLINE 3PublicCharityStatus
Controlled Org0ControlledOrg

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1PUNXSUTAWNEY MSF LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1100 SHENANGO AVEAddressLine1
CitySHARONCity
StatePAState
ZIP Code16146ZIPCode
FieldValueIRS element (for citing)
EIN460584749EIN
Primary ActivityINVESTMENT COMPANYPrimaryActivity
Legal Domicile StatePALegalDomicileState
Disproportionate Allocations0DisproportionateAllocations
General Or Managing Partner0GeneralOrManagingPartner
Percentage Ownership0.50000PercentageOwnership

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateType Of EntityTypeOfEntityControlled OrgControlledOrg
PHN PHYSICIAN SERVICES
100 SHENANGO AVESHARONPA16146204251617MEDICAL SERVICESPAC0
PALU INVESTMENT GROUP LTD
81 VINE AVESHARONPA16146271971298INVESTMENT COMPANYPAC0
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org1LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs1PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg

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