2014-01-10T12:17:47-06:00 2013-08-31 250988255 CARBIS WALKER LLP 5700 CORPORATE DRIVE STE 650 PITTSBURGH PA 15237 990 2012-09-01 412188011 PHN CHARITABLE FOUNDATION PHNC 7249812875 62-66 EAST STATE STREET SHARON PA 16146 DREW C PIERCE 7243423002 2014-01-07 1 JEFFREY J PETRELL CPA P00138808 4126356270 2014-01-07 2012 2015-11-30 17:44:51Z JOHN D LAENG 62-66 EAST STATE STREET SHARON PA 16146 1739187 0 X WWW.PRIMARY-HEALTH.NET X 2006 PA TO 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. 6 6 35 6 0 0 73023 98062 903458 1153784 2316 16926 451669 417644 1430466 1686416 25500 20960 0 0 756896 931802 0 0 144822 463741 520240 1246137 1473002 184329 213414 3105346 6009950 861218 2775645 2244128 3234305 TO 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. 0 0 1009000 20960 1153784 TO 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. 1009000 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 1 35 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 PA X MANAGEMENT 7249812875 62-66 EAST STATE STREET SHARON PA 16146 STEVE SANT 1.00 X X 0 0 0 BONNIE DICKSON 1.00 X 0 0 0 PAMELA HUDSON 1.00 X 0 0 0 DON PERRY 1.00 X 0 0 0 BILL HILLGROVE 1.00 X 0 0 0 DEBORAH MCCANNA 1.00 X 0 0 0 JOHN LAENG 1.00 39.00 X 0 270902 39257 DREW PIERCE 1.00 39.00 X 0 118596 1143 0 389498 40400 0 0 1 0 0 45099 52963 98062 CONTRACTED SERVICES 900099 1063976 1063976 TRANSPORTATION/COURIER 900099 89808 89808 1153784 16926 16926 416916 30250 386666 386666 386666 30384 45099 22521 7863 7863 MISCELLANEOUS 900099 23115 23115 23115 1686416 1153784 0 434570 20960 20960 745594 499548 141663 104383 18191 18191 96541 48270 32824 15447 71476 35738 24302 11436 766 766 18842 9421 9421 30621 1868 24618 4135 17582 17582 15814 15814 36903 36903 171160 171160 24663 24663 TRANSPORTATION 63440 63440 SUPPLIES 43885 43885 REPAIRS & MAINTENANCE 35195 35195 ADMINISTRATION 24000 24000 37369 9216 28153 1473002 1009000 319180 144822 8867 122630 373035 464769 167181 2888314 1650 4708403 2175816 2556263 2532587 3105346 6009950 53078 65242 808140 2710403 861218 2775645 X 2223728 3213905 20400 20400 2244128 3234305 3105346 6009950 X 213414 1308 775455 X X 0 1 X 1 0 X 20400 43273 73023 98062 234758 491045 611305 651969 903458 1152189 3809966 491045 631705 695242 976481 1250251 4044724 0 0 0 4044724 16926 16926 16926 16926 353133 374792 385236 401076 470415 1984652 844178 1006497 1080478 1377557 1737592 6046302 0.66900 0.63350 0.00280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46165 46165 3641952 1414734 2227218 306632 279372 27260 32417 7874 24543 681237 473836 207401 2532587 X 1739187 52771 52771 1686416 0 1686416 1525773 52771 52771 1473002 0 1473002 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. GOLF OUTING 45042 35753 9289 1575 5117 4172 3812 SNOWBALL CRAWL 10560 9346 1214 1502 914 300 5129 55602 45099 10503 3077 6031 4172 300 8941 22521 -12018 1 SCHOLARSHIPS FOR STUDENTS ENTERING THE HEALTH FIELD 21 20960 COST PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MONITORS AND REQUIRES THE INDIVIDUAL TO PAY THE SCHOLARSHIP FUNDS DIRECTLY TO THE SCHOOL. X 1 1 X 0 0 0 0 0 0 0 0 0 JOHN LAENG 0 270902 0 0 0 0 0 10126 0 29131 0 310159 0 0 FORM 990, PART V, QUESTION 7B THE 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 6 PRIMARY 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 7A PRIMARY HEALTH NETWORK HAS THE RIGHT TO ELECT THE BOARD OF DIRECTORS OF PHN CHARITABLE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7B PHN CHARITABLE FOUNDATION'S ARTICLES OF INCORPORATION AND BYLAWS MAY BE AMENDED, ALTERED, OR REPEALED BY THE MEMBER. FORM 990, PART VI, SECTION B, LINE 11 PHN 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 12C CONFLICT OF INTEREST STATEMENTS ARE REVIEWED ANNUALLY AND CHANGES ARE MADE IF NECESSARY. FORM 990, PART VI, SECTION B, LINE 15A EXECUTIVE COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 18 PHN CHARITABLE FOUNDATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME PHN CHARITABLE FOUNDATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ASSET TRANSFER FROM AFFILIATE 775,455. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT. THE PROCESS IS CONSISTENT WITH PRIOR YEARS AND HAS NOT CHANGED. THE PRIMARY HEALTH NETWORK 100 SHENANGO AVE SHARON PA 16146 251381800 OPERATES FEDERALLY QUALIFIED HEALTH CENTERS PA 501(C)(3) LINE 3 0 PUNXSUTAWNEY MSF LLC 100 SHENANGO AVE SHARON PA 16146 460584749 INVESTMENT COMPANY PA 0 0 0.50000 PHN PHYSICIAN SERVICES 100 SHENANGO AVE SHARON PA 16146 204251617 MEDICAL SERVICES PA C 0 PALU INVESTMENT GROUP LTD 81 VINE AVE SHARON PA 16146 271971298 INVESTMENT COMPANY PA C 0 0 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0