2014-11-11T15:05:03-06:00 2013-12-31 232932984 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2013-01-01 232365124 CHANDLER HALL HEALTH SERVICES INC CHAN 2158604000 99 BARCLAY STREET NEWTOWN PA 18940 LYNETTE M KILLEN CEO 2158604000 2014-11-10 1 JULIUS GREEN CPA JD P00350393 2159720701 2013 2015-11-30 17:44:51Z VIOLETTE SADRES 99 BARCLAY STREET NEWTOWN PA 18940 22828190 0 X WWW.CHANDLERHALL.ORG X 1985 PA CHANDLER HALL HEALTH SERVICES, INC. PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES. 12 12 407 221 30671 0 383414 335541 19579157 18704190 158678 878752 165776 38034 20287025 19956517 0 0 0 0 11996223 12248168 0 0 210863 7509324 8169286 19505547 20417454 781478 -460937 31434751 28780826 26377447 24262483 5057304 4518343 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 0 16898694 0 18704190 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. CHANDLER'S 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 CARE BASIS. RESTORATIVE HOME HEALTH PROGRAMS ARE ALSO PROVIDED TO CLIENTS ON AN INDIVIDUAL BASIS AS DIRECTED BY A PHYSICIAN. CHANDLER HALL PROGRAMS ALSO INCLUDE INDEPENDENT LIVING, ADULT DAY CARE, CLINICAL PHYSICIAN SERVICES, AND ANCILLARY SERVICES FOR THE ELDERLY. AT DECEMBER 31, 2013, PERSONAL CARE SERVICES WERE PROVIDED IN A 136-UNIT FACILITY, AND INDEPENDENT LIVING SERVICES WERE PROVIDED IN 10 INDEPENDENT LIVING UNITS. CHANDLER HALL HEALTH SERVICES PROVIDED 18,358 CARE DAYS IN ITS LONG TERM CARE FACILITY, 3,445 CARE DAYS IN ITS HOSPICE CARE FACILITY AND 3,771 HOMECARE VISITS IN 2013. CHANDLER HALL HEALTH SERVICES' LONG TERM CARE FACILITY OPERATED AT 94.90% CAPACITY AND ITS HOSPICE CARE FACILITY OPERATED AT 67% OF ITS TOTAL CAPACITY IN 2013. 16898694 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 28 0 1 407 1 1 1 0 0 0 0 0 0 0 0 0 X 12 12 0 1 1 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 RAMONA KIRWAN PRESIDENT 1.00 X X 0 0 0 ODIE O LEFEVER VICE PRESIDENT 1.00 X X 0 0 0 DUDLEY SAURMAN DIRECTOR 1.00 X X 0 0 0 KAREN FULTON DIRECTOR 1.00 X X 0 0 0 DONALD BRUCKMAN TREASURER 1.00 X 0 0 0 ANTHONY CARRINO DIRECTOR 1.00 X 0 0 0 ALAN CROSSMAN DIRECTOR 1.00 X 0 0 0 WILLIAM FELLOWS DIRECTOR 1.00 X 0 0 0 LINDA FLOWER SECRETARY 1.00 X 0 0 0 ELIZABETH BAYARDI DIRECTOR 1.00 X 0 0 0 PAUL SHEEHAN DIRECTOR 1.00 X 0 0 0 PHYLLIS STONE DIRECTOR (TERM EXP.) 1.00 X 0 0 0 SHERRIN JOHNSON DIRECTOR 1.00 X 0 0 0 LYNETTE KILLEN CEO 40.00 X 195979 0 35617 ELAINE SHUPP CFO (RET. NOV. 2013) 40.00 X 104230 0 10232 MAUREEN CASEY COO 37.50 X 107874 0 8690 VIOLETTE SADRES CFO (AS OF DEC. 2013) 40.00 X 14790 0 0 TIMOTHY COUSOUNIS SR.DIRECTOR OF HOME HEALTH 37.50 X 100073 0 1126 522946 0 55665 4 0 1 0 GENESIS ELDERCARE REHAB SERVICES PO BOX 7247-6524 PHILADELPHIA PA 19170 THERAPY 464132 SECURITAS SECURITY SERVICES PO BOX 403412 ATLANTA GA 30384 SECURITY STAFFING 168202 PATRICIA BEVLOCK RN 4427 SHERWOOD ROAD PHILADELPHIA PA 19131 CONSULTING 123557 3 6268 84062 245211 335541 NET PATIENT & RESIDENT SVC REV 623000 18234244 18234244 CHILD DAY CARE INCOME 623000 453363 453363 ENTRANCE FEES 623000 16583 16583 18704190 139748 139748 34146 64765 -30619 -30619 -30619 3500367 2761363 739004 739004 739004 60769 84062 45545 15224 15224 CATERING REVENUE 722320 30671 30671 CAFETERIA REVENUE 722210 22758 22758 53429 19956517 18704190 30671 886115 563822 470389 85201 8232 9590169 8037936 1410604 141629 129230 94961 30834 3435 1134903 923013 200454 11436 830044 705731 113481 10832 375710 375710 9200 9200 75148 75148 666 666 1214104 889248 324723 133 139198 6960 130686 1552 576454 337313 211993 27148 82886 82886 1823690 1823124 566 51324 49610 728 986 24403 10723 9050 4630 292 292 1312426 1312426 176696 1579 175117 MEDICAL SUPPLIES 920359 915406 4953 DEFERRED BOND COST 642991 642991 DIETARY EXPENSES 598160 598160 RESIDENT EXPENSES 72737 72737 72842 6387 65605 850 20417454 16898694 3307897 210863 1230 1230 1433599 1064393 2642319 2688251 28599 24054 66181 94233 37514022 21216579 17106611 16297443 9396797 8147744 759415 463478 31434751 28780826 1752021 1282909 23550000 20935000 5700 1655 1069726 2042919 26377447 24262483 X 4938010 4180357 54109 72801 65185 265185 5057304 4518343 31434751 28780826 -460937 184750 -262774 0 X 0 1 X 1 0 X 455810 475745 424129 383414 335541 2074639 18533160 18721881 18555412 19579157 18704190 94093800 18988970 19197626 18979541 19962571 19039731 96168439 0 0 0 96168439 167880 152261 181462 194313 173894 869810 167880 152261 181462 194313 173894 869810 804766 35398 26763 145398 22758 1035083 19961616 19385285 19187766 20302282 19236383 98073332 0.98060 0.97930 0.00890 0.00990 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2009 AMOUNT: $ 2,746. 2010 AMOUNT: $ 2,777. 2011 AMOUNT: $ -667. 2012 AMOUNT: $ 344. 2013 AMOUNT: $ 776. THIRD PARTY SETTLEMENT - 2009 AMOUNT: $ 760,000. 2012 AMOUNT: $ 125,000. 2013 AMOUNT: $ 0. CAFETERIA REVENUE - 2009 AMOUNT: $ 34,232. 2010 AMOUNT: $ 31,567. 2011 AMOUNT: $ 27,430. 2012 AMOUNT: $ 20,054. 2013 AMOUNT: $ 21,982. RECOVERY OF DOUBTFUL ACCOUNTS - 2009 AMOUNT: $ 7,788. 2010 AMOUNT: $ 1,054. 2013 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 666 666 0 PART II-B, LINE 1: THE ORGANIZATION PAYS ANNUAL DUES TO LEADINGAGE AND LEADINGAGE OF PA. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS ARE USED FOR LOBBYING PURPOSES. THE $666 REPORTED HERE IS THE PERCENTAGE OF THE DUES LEADINGAGE AND LEADINGAGE OF PA USED FOR LOBBYING PURPOSES DURING THE YEAR. 0 521959 200000 96673 3345 815287 463903 61176 3120 521959 472497 -5830 2764 463903 0.97000 0.03000 0.00000 0 0 424520 424520 27999978 14734817 13265161 8734026 6182273 2551753 355498 299489 56009 16297443 REFUNDABLE ENTRANCE FEES 1788585 NONREFUNDABLE ENTRANCE FEES 200834 DEPOSITS 53500 2042919 X 20206032 184750 184750 20021282 -64765 -64765 19956517 20482219 64765 64765 20417454 0 20417454 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 2013 AND 2012. CHANDLER HALL'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS PRIOR TO 2010 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF RENTAL EXPENSES -64,765. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF RENTAL EXPENSES 64,765. GOLF 57515 28031 29484 22551 150 5088 CULINARY CLASSICS 65856 40391 25465 229 300 5856 1 21460 15640 5820 4195 800 6376 144831 84062 60769 22551 4574 1100 17320 45545 15224 X X X 0 0 0 0 0 0 0 0 0 LYNETTE KILLEN CEO 195979 0 0 0 0 0 5221 0 30396 0 231596 0 0 0 A BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 232174016 2013-04-19 21075000 RE-FINANCING OF 1999 BOND ISSUE 0 0 0 A 140000 21075000 360767 20714233 2013 1 0 1 1 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 TO FINANCE THE COSTS OF ACQUIRING, CONSTRUCTING, EQUIPPING, AND FURNISHING 96 ASSISTED LIVING UNITS, AS WELL AS CERTAIN RENOVATIONS AND CAPITAL IMPROVEMENTS TO EXISTING FACILITIES, RETIRE CERTAIN OUTSTANDING DEBT, FUND A PORTION OF INTEREST ON THE 1099 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 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 4 THE ORGANIZATION AMENDED ITS BY-LAWS TO REFLECT ITS AFFILIATION WITH THE KENDAL CORPORATION, A PENNSYLVANIA NONPROFIT ORGANIZATION. 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 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 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. 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. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE SALARY REVIEWS ARE DONE 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. FORM 990, PART VI, LINE 1A: 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 SPECIAL CALLED MEETING OF THE BOARD. THE CEO MAY BE AN INVITED GUEST. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0