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 232586359 PHOEBE SERVICES INC PHOE 6107945142 1925 TURNER STREET ALLENTOWN PA 18104 SCOTT R SETVENSON 6107945142 2014-05-09 1 JULIUS C GREEN CPA JD P00350393 2159720701 2012 2015-11-30 17:44:51Z SCOTT R STEVENSON 1925 TURNER STREET ALLENTOWN PA 18104 18816235 0 X WWW.PHOEBE.ORG X 1989 PA PROVIDE MGMT, PHARMACEUTICAL, AND PASTORAL CARE SVC TO RELATED EXEMPT ORGANIZATIONS. 16 14 128 69 1358732 0 119582 6328 18719814 18675716 -66854 25323 37338 48172 18809880 18755539 0 0 0 0 8609272 9122832 0 0 0 11650460 10243308 20259732 19366140 -1449852 -610601 33721295 32088462 41436198 40144868 -7714903 -8056406 PHOEBE SERVICES, 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 5752842 0 7116359 MANAGEMENT SERVICES FOR RELATED 501(C)(3) ORGANIZATIONS TO ASSIST IN THE ORGANIZATIONS' MISSION TO SERVE THE AGING COMMUNITY, INCLUDING COMMUNICATIONS AND PASTORAL CARE. 10683935 0 11559357 THE PHOEBE SERVICES, INC PHARMACY SERVICED 4,962 INDIVIDUALS DURING THE YEAR ENDED JUNE 30, 2013. THE RESIDENTS OF THE VARIOUS PHOEBE MINISTRIES' RETIREMENT COMMUNITIES BENEFIT FROM COST REDUCTIONS THROUGH BULK PURCHASING DISCOUNTS RECEIVED BY THE PHARMACY. 16436777 1 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 29 0 1 128 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 X ROBERT BERTOLETTE 2.00 X 0 0 0 WILLIAM C HACKER 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 830527 0 40785 PETER E FISHER MD MBA 2.00 X 0 0 0 DONALD A SEIBERT 2.00 X X 0 0 0 REV DR HILARY J BARRETT 2.00 X 0 0 0 LISA B FICHERA 40.00 X 352592 0 37994 SANDRA A MASSETTI 40.00 X 230820 0 11162 REVENA M ROSSI 40.00 X 178897 0 18409 CYNTHIA S RICHART 40.00 X 172013 0 18537 WILLIAM J DAVIES 20.00 X 188942 0 19307 SHANE LAWRENCE D 40.00 X 147919 0 5198 ALICE V DONLAN 40.00 X 139024 0 21040 STEPHANIE A JAMIOLKOWSKI 40.00 X 135795 0 11738 MELANIE BECKER 40.00 X 131619 0 20614 2508148 0 204784 11 0 1 0 CONTOUR DATA SOLUTIONS LLC 8 NESHAMINY INTERPLEX STE TREVOSE PA 19053 SOFTWARE SUPPORT SERVICES 163939 L R WEBBER ASSOCIATES PO BOX 593 HOLLIDAYSBURG PA 16648 HUMAN RESOURCE SERVICES 137282 KUTZTOWN PUBLISHING CO PO BOX 346 KUTSTOWN PA 19530 PUBLISHING SERVICES 130603 TALYST DEPT CH 17728 PALATINE IL 60055 PHARMACY AUTOMATION SERVICES 120489 STEVENS & LEE PO BOX 679 READING PA 196030679 LEGAL SERVICES 110749 5 6328 6328 PATIENT & RESIDENT SVC REVENUE 446110 11559357 10200625 1358732 MANAGEMENT SERVICES 446110 7116359 7116359 18675716 28606 28606 57413 57413 0 3283 -3283 -3283 -3283 INSURANCE COST REDUCTION 446110 41677 41677 MISCELLANEOUS INCOME 446110 3495 3495 CPE TUITION-PASTORAL CARE 446110 3000 3000 48172 18755539 17316984 1358732 73495 1825242 1408558 416684 5419619 4182376 1237243 380023 211343 168680 1035806 965479 70327 462142 356640 105502 93929 93929 55728 55728 667094 326386 340708 290862 290862 336038 191874 144164 342680 342680 358575 337168 21407 52494 18029 34465 2445 2445 761880 761880 64172 64172 MEDICAL SUPPLIES 7049807 7049807 DUES & SUBSCRIPTIONS 27527 3918 23609 SPECIAL EVENTS 23908 1260 22648 LICENSES & TAXES 16221 1472 14749 99948 61633 38315 19366140 16436777 2929363 0 10501 4201 1052640 1117370 543082 570324 1695473 1849091 11910256 7360922 3816364 4549334 385208 223206 597764 639441 2500000 2500000 556453 178939 22563810 20456556 33721295 32088462 2818136 3257521 42661 26505 25795302 23703142 12780099 13157700 41436198 40144868 X -8332082 -8665449 609375 601239 7804 7804 -7714903 -8056406 33721295 32088462 X -610601 269098 X 0 1 X 1 0 X 116985 160315 222668 119582 6328 625878 12478535 12675220 13093831 13458220 13455692 65161498 83638 104825 37320 41677 267460 12595520 12919173 13421324 13615122 13503697 66054836 1700 3160 1800 1400 8060 0 1700 3160 1800 1400 8060 66046776 124522 101794 175461 -16571 28607 413813 27693 1730 29423 152215 101794 175461 -16571 30337 443236 243 31 470 18 1803 2565 12747978 13020998 13597255 13598569 13535837 66500637 0.99320 0.98940 0.00670 0.01030 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER - 2008 AMOUNT: $ 243. 2009 AMOUNT: $ 31. 2010 AMOUNT: $ 470. 2011 AMOUNT: $ 18. 2012 AMOUNT: $ 1,803. 203287 203287 1618142 797104 821038 321577 498659 -177082 8145329 6065159 2080170 1621921 1621921 4549334 INVESTMENT IN AFFILIATES 2500000 C 2500000 DUE FROM AFFILIATES 20456556 20456556 DUE TO AFFILIATES 13160053 RESERVE FOR WORKMENS COMP 91955 INTEREST RATE SWAP AGREEMENT -94308 13157700 X 19041000 269725 269725 18771275 -15736 -15736 18755539 19382000 15736 15736 19366264 -124 -124 19366140 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: ROUNDING ADJUSTMENT 627. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 269,098. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -57,413. INSURANCE REIMBURSEMENT 41,677. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 57,413. INSURANCE REIMBURSEMENT -41,677. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING ADJUSTMENT -124. X X X 0 0 0 0 0 0 0 1 0 SCOTT R STEVENSON 727272 0 96904 0 6351 0 17000 0 23785 0 871312 0 0 0 LISA B FICHERA 301122 0 48002 0 3468 0 17000 0 20994 0 390586 0 0 0 SANDRA A MASSETTI 196820 0 34000 0 0 0 0 0 11162 0 241982 0 0 0 REVENA M ROSSI 152774 0 26123 0 0 0 0 0 18409 0 197306 0 0 0 CYNTHIA S RICHART 146526 0 25487 0 0 0 0 0 18537 0 190550 0 0 0 WILLIAM J DAVIES 183825 0 0 0 5117 0 3276 0 16031 0 208249 0 0 0 SHANE LAWRENCE D 122147 0 22702 0 3070 0 4383 0 815 0 153117 0 0 0 ALICE V DONLAN 116620 0 22404 0 0 0 4166 0 16874 0 160064 0 0 0 MELANIE BECKER 131619 0 0 0 0 0 3851 0 16763 0 152233 0 0 0 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. A THE BERKS COUNTY MUNICIPAL AUTHORITY 236647630 2012-06-29 16325000 REFINANCE 1998 BOND ISSUE 0 0 0 B LEHIGH COUNTY GENERAL PURPOSE AUTHORITY 911886539 2012-06-29 4560000 REFINANCE 1998 BOND ISSUE 0 0 0 A 14115000 16325000 268726 16056274 2012 1 0 1 1 B 2135000 4560000 87862 4472138 2012 1 0 1 1 A 0 0 1 0 1 1 CITIZENS BANK 9.875000000000 0 0 0 0 1 B 0 0 1 0 1 1 CITIZENS BANK 9.875000000000 0 0 0 0 1 A 1 B 1 MITCH POSSINGER BOARD MEMBER AND OFFICER OF CURA HOSPITALITY 0 PAYMENTS FOR FOOD SERVICES PROVIDED BY VENDOR. THERE WERE NO TRANSACTIONS IN FISCAL YEAR 2013 INVOLVING PHOEBE SERVICES. HOWEVER, THERE WERE TRANSACTIONS WITH RELATED ENTITIES. 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 SERVICES. 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. HOURS WORKED FOR OTHER ORGANIZATIONS: FORM 990, PAGE 7, PART VII, COLUMN B THE OFFICERS OF PHOEBE MINISTRIES DEVOTE THEIR TIME TO EACH ORGANIZATION IN THE GROUP (SEE SCHEDULE R). HOWEVER, THE TIME NEEDED FOR EACH ORGANIZATION VARIES WIDELY FROM WEEK TO WEEK, MONTH TO MONTH, ETC., AND CONSEQUENTLY, IT WOULD BE EXTREMELY DIFFICULT TO PROVIDE AN ACCURATE ANALYSIS OF THE APPROXIMATE TIME DEVOTED TO EACH ENTITY. PHOEBE MINISTRIES PREFERS NOT TO PROVIDE INFORMATION THAT IT CANNOT SUBSTANTIATE AND THEREFORE WILL LIST 40 HOURS PER WEEK FOR EACH OF ITS OFFICERS AS AN ALTERNATIVE TO REPORTING HOURS WORKED FOR RELATED ORGANIZATIONS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 269,098. 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 HOMES 0 PHOEBE HOME INC 1925 TURNER ST ALLENTOWN PA 18104 232302675 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) 9 PHOEBE-DEVITT HOMES 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 HOMES 0 PHOEBE HOUSING INC 1925 TURNER ST ALLENTOWN PA 18104 232821149 ADMINISTRATIVE PA 501(C)(3) 9 PHOEBE-DEVITT HOMES 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 HOMES 0 PHOEBE-DEVITT HOMES 1925 TURNER ST ALLENTOWN PA 18104 231396838 ADMINISTRATIVE/FUNDRAISING PA 501(C)(3) 7 N/A 0 WYNCOTE CHURCH HOME INC 208 FERNBROOK AVE WYNCOTE PA 19095 231352525 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) 9 PHOEBE-DEVITT HOMES 0 PHOEBE RECIPROCAL RISK RETENTION GROUP 177 MEETING ST STE 470 CHARLESTON SC 29401 200972649 INSURANCE RELATED SC PHOEBE-DEVITT HOMES C 41677 632548 0.18060 0 0 0 0 1 1 0 0 0 0 1 1 1 1 1 1 1 1 0 0