PHOEBE BERKS HEALTH CARE CENTER INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- PHOEBE BERKS HEALTH CARE CENTER INC (EIN 23-2560952)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-15
- IRS object ID
- 201441359349302054
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-15T08:25:25-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232932984 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232560952 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOEBE BERKS HEALTH CARE CENTER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHOE | NameControl |
| Phone | 6107708115 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HEIDELBERG DRIVE | AddressLine1 |
| City | WERNERSVILLE | City |
| State | PA | State |
| ZIP Code | 19565 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT STEVENSON | Name |
| Title | PRESIDENT/CEO/CFO | Title |
| Phone | 6107708115 | Phone |
| Date Signed | 2014-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS C GREEN CPA JD | Name |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SCOTT R STEVENSON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 HEIDELBERG DRIVE | AddressLine1 |
| City | WERNERSVILLE | City |
| State | PA | State |
| ZIP Code | 19565 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 28831397 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.PHOEBE.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1989 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTHCARE, CULTURAL AND RECREATIONAL ACTIVITIES, AND ROOM AND BOARD FOR RESIDENTS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 252 | TotalNbrEmployees |
| Total Nbr Volunteers | 280 | TotalNbrVolunteers |
| Total Gross UBI | 23188 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 22188 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1970184 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 771738 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 24286348 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 25314841 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 613691 | InvestmentIncomePriorYear |
| Investment Income Current Year | 319138 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 121322 | OtherRevenuePriorYear |
| Other Revenue Current Year | 221685 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 26991545 | TotalRevenuePriorYear |
| Total Revenue Current Year | 26627402 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8776034 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9234344 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16707478 | OtherExpensePriorYear |
| Other Expenses Current Year | 16726850 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 25483512 | TotalExpensesPriorYear |
| Total Expenses Current Year | 25961194 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1508033 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 666208 | RevenuesLessExpensesCY |
| Total Assets BOY | 81548708 | TotalAssetsBOY |
| Total Assets EOY | 78732940 | TotalAssetsEOY |
| Total Liabilities BOY | 92997845 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 86225455 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -11449137 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -7492515 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | PHOEBE BERKS HEALTH CARE CENTER, 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". | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 22463642 | Expense |
| Grants | 0 | Grants |
| Revenue | 25314841 | Revenue |
| Description | 1) SKILLED NURSING - PROVIDE QUALITY NURSING CARE IN A COMFORTABLE HEALTH CARE CENTER. PHOEBE BERKS SKILLED NURSING PROGRAM SERVED 408 INDIVIDUALS FOR THEIR YEAR ENDED JUNE 30, 2013. THEY HAD 33,474 SKILLED NURSING CARE CENSUS DAYS DURING THAT TIME WHICH WAS APPROXIMATELY 97.56% OCCUPANCY. ADDITIONALLY, 114,090 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 BERKS PERSONAL CARE PROGRAM SERVED 128 INDIVIDUALS FOR THEIR YEAR ENDED JUNE 30, 2013. THEY HAD 29,762 PERSONAL CARE CENSUS DAYS DURING THAT TIME WHICH WAS APPROXIMATELY 93.72% OCCUPANCY. ADDITIONALLY, 55,116 OF NURSING CARE HOURS WERE DEVOTED TO ACCOMPLISHING THIS PROGRAM SERVICE.3) INDEPENDENT LIVING - PROVIDE COMPREHENSIVE, INDEPENDENT LIVING SERVICES FOR AGING PEOPLE. PHOEBE BERKS INDEPENDENT LIVING PROGRAM SERVED 381 INDIVIDUALS FOR THEIR YEAR ENDED JUNE 30, 2013. THEY OPERATED AT APPROXIMATELY 92.87% OCCUPANCY.4) ADULT DAY SERVICES - PROVIDE SOCIALIZATION AND STIMULATION TO INCREASE QUALITY OF LIFE FOR PEOPLE WHO MIGHT OTHERWISE BE ISOLATED, LONELY, OR DEPRESSED. THERE WERE AN AVERAGE OF 49 PARTICIPANTS FOR THE FISCAL YEAR. 5) CARE MANAGEMENT PROGRAM - PROVIDE AND COORDINATE QUALITY IN-HOME CARE/SERVICES ENABLING CLIENTS/RESIDENTS TO REMAIN INDEPENDENT. THERE WERE AN AVERAGE OF 63 CLIENTS/RESIDENTS TAKING ADVANTAGE OF THIS PROGRAM DURING THE FISCAL YEAR. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PHOEBE BERKS PROVIDED CHARITY CARE, SUBSIDIES, AND OTHER SUPPORT OF THOSE IN NEED TO MANY OF THE PROGRAMS AND INDIVIDUALS IT SERVES. UNCOMPENSATED CARE TOTALED $2,241,188 IN FY 2013, INCLUDING SERVICES PROVIDED TO MEDICAID RESIDENTS WHOSE COSTS EXCEEDED MEDICAID REIMBURSEMENT. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 22463642 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 52 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 252 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REVENA ROSSI SR VP OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6107945012 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 TURNER STREET | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (22 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| ROBERT BERTOLETTE | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MARTHA C DODGE | |||||||
| CHAIRPERSON | 2.00 | X | 0 | 0 | 0 | X | |
| ALAN B MCFALL ESQ | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| REV ALAN C MILLER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ROBERT MILLER | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | |
| REV DANIEL T MOSER II | |||||||
| VICE CHAIRPERSON | 2.00 | X | 0 | 0 | 0 | X | |
| BRIAN R OTT ESQ | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RONALD L RIDER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| WILLIAM C HACKER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| MITCHELL G POSSINGER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DR DEBORAH A SIEGER | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| CHARLES WILLIAMS | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| SCOTT R STEVENSON | |||||||
| PRESIDENT/CEO/CFO | 40.00 | X | 0 | 830527 | 40785 | X | |
| PETER E FISHER MD MBA | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DONALD A SIEBERT | |||||||
| SECRETARY | 2.00 | X | 0 | 0 | 0 | X | |
| REV DR HILARY J BARRETT | |||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LISA B FICHERA | |||||||
| EVP & COO | 40.00 | 0 | 352592 | 37994 | X | ||
| SANDRA A MASSETTI | |||||||
| EVP/CHIEF HEALTHCARE OFFICER | 40.00 | 0 | 230820 | 11162 | X | ||
| BARRY R GALLEY | |||||||
| VP OPERATIONS | 40.00 | 104354 | 0 | 9464 | X | ||
| BETH A BYLER | |||||||
| ADMINISTRATOR | 40.00 | 133810 | 0 | 17858 | X | ||
| MARYKAY MCMAHON | |||||||
| EXECUTIVE DIRECTOR OF OPERATIONS | 40.00 | 113064 | 0 | 17905 | X | ||
| KENDRA M LEFFLER | |||||||
| DIR., THERAPY SVCS | 40.00 | 111773 | 0 | 20062 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 463001 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1413939 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 155230 | TotalOtherCompensation |
| Number Individuals GT100 K | 4 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| CURA HOSPITALITY | |||||
| PO BOX 827276 | PHILADELPHIA | PA | 19182 | NUTRITION SERVICES | 2140462 |
| ARAMARK HEALTHCARE SUPPORT SERVICES | |||||
| 24863 NETWORK PLACE | CHICAGO | IL | 606731248 | HEALTHCARE SUPPORT SERVICES | 1699974 |
| 1271 COUNTERPARTY COMPANY LLC | |||||
| 2711 CENTERVILLE ROAD STE 400 | WILMINGTON | DE | 19808 | FINANCIAL MANAGEMENT | 1095617 |
| NEW CASTLE LAWN & LANDSCAPE INC | |||||
| 3 E POINT DR | BIRDSBORO | PA | 19503 | LANDSCAPING SERVICES | 221061 |
| HOLLENBACH CONSTRUCTION INC | |||||
| PO BOX 507 | BOYERTOWN | PA | 19512 | CONSTRUCTION SERVICES | 193150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 11 | NumberOfContractorsGT100K |
| Related Organizations | 235200 | RelatedOrganizations |
| All Other Contributions | 536538 | AllOtherContributions |
| Total Contributions | 771738 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | RESIDENT REVENUE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 25314841 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25314841 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 25314841 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 160941 | TotalRevenueColumn |
| Exclusion | $160,941 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 59989 | Real |
| Personal | 23536 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 3777 | Real |
| Personal | 3896 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 56212 | Real |
| Personal | 19640 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75852 | TotalRevenueColumn |
| Unrelated Business Revenue | 23188 | UnrelatedBusinessRevenue |
| Exclusion | $52,664 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2354169 | Securities |
| Other | 350 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2196322 | Securities |
| Other | 0 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 157847 | Securities |
| Other | 350 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 158197 | TotalRevenueColumn |
| Exclusion | $158,197 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| BEAUTY SHOP INCOME | 623000 | 72669 | $72,669 |
| INSURANCE COST REDUCTION | 623000 | 45112 | $45,112 |
| VENDING MACHINE AND OTHER INCOME | 623000 | 14262 | $14,262 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13790 | TotalRevenueColumn |
| Exclusion | $13,790 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 145833 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26627402 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25314841 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 23188 | UnrelatedBusinessRevenue |
| Exclusion | $517,635 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | X | InfoInScheduleOPartIX |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 174139 | Total |
| Program Services | 154946 | ProgramServices |
| Management And General | 19193 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7225026 | Total |
| Program Services | 6428697 | ProgramServices |
| Management And General | 796329 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 240013 | Total |
| Program Services | 213559 | ProgramServices |
| Management And General | 26454 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1047305 | Total |
| Program Services | 931873 | ProgramServices |
| Management And General | 115432 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 547861 | Total |
| Program Services | 487477 | ProgramServices |
| Management And General | 60384 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1798649 | Total |
| Management And General | 1798649 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4181 | Total |
| Program Services | 4181 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17601 | Total |
| Program Services | 17601 | ProgramServices |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 771 | Total |
| Management And General | 771 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 46368 | Total |
| Management And General | 46368 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4881925 | Total |
| Program Services | 4605997 | ProgramServices |
| Management And General | 275928 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 135848 | Total |
| Management And General | 135848 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 455982 | Total |
| Program Services | 312137 | ProgramServices |
| Management And General | 143845 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2368 | Total |
| Management And General | 2368 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 868490 | Total |
| Program Services | 868490 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5721 | Total |
| Program Services | 1119 | ProgramServices |
| Management And General | 4602 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2047485 | Total |
| Program Services | 2047485 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3856091 | Total |
| Program Services | 3856091 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 245679 | Total |
| Program Services | 245679 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| UBI TAXES | 3600 | 3600 | |
| LICENSE AND TAXES | 1277896 | 100 | 1277796 |
| MEDICAL SUPPLIES | 583971 | 583971 | |
| BAD DEBT EXPENSE | 421411 | 421411 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 72813 | Total |
| Program Services | 5132 | ProgramServices |
| Management And General | 67681 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25961194 | Total |
| Program Services | 22463642 | ProgramServices |
| Management And General | 3497552 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316956 | BOY |
| EOY | 1438850 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7684852 | BOY |
| EOY | 5416424 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28352 | BOY |
| EOY | 41824 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1624692 | BOY |
| EOY | 1906377 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 315988 | BOY |
| EOY | 264226 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 93992812 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 37312893 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59100975 | BOY |
| EOY | 56679919 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6684523 | BOY |
| EOY | 7238081 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 639533 | BOY |
| EOY | 684646 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 880351 | BOY |
| EOY | 1037827 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4272486 | BOY |
| EOY | 4024766 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81548708 | BOY |
| EOY | 78732940 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2388199 | BOY |
| EOY | 2837080 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29795296 | BOY |
| EOY | 30728968 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34605000 | BOY |
| EOY | 33795000 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5337 | BOY |
| EOY | 2570 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26204013 | BOY |
| EOY | 18861837 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 92997845 | BOY |
| EOY | 86225455 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -12290665 | BOY |
| EOY | -8309593 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 801361 | BOY |
| EOY | 776911 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40167 | BOY |
| EOY | 40167 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -11449137 | BOY |
| EOY | -7492515 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81548708 | BOY |
| EOY | 78732940 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 666208 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 277373 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 3013041 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 880718 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 610901 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 618091 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1970184 | CurrentTaxYearMinus1Year |
| Current Tax Year | 771738 | CurrentTaxYear |
| Total | 4851632 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 18395700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20017863 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 22579830 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 24286348 | CurrentTaxYearMinus1Year |
| Current Tax Year | 25314841 | CurrentTaxYear |
| Total | 110594582 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 49973 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 55374 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 70560 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 48378 | CurrentTaxYearMinus1Year |
| Current Tax Year | 86459 | CurrentTaxYear |
| Total | 310744 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19326391 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20684138 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23268481 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26304910 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26173038 | CurrentTaxYear |
| Total | 115756958 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 300 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2200 | CurrentTaxYearMinus1Year |
| Current Tax Year | 55 | CurrentTaxYear |
| Total | 5305 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2500 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 300 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2200 | CurrentTaxYearMinus1Year |
| Current Tax Year | 55 | CurrentTaxYear |
| Total | 5305 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 115751653 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 649878 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 50242 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 36734 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 603627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 213607 | CurrentTaxYear |
| Total | 1554088 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 22435 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 24621 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 21107 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 20698 | CurrentTaxYearMinus1Year |
| Current Tax Year | 23188 | CurrentTaxYear |
| Total | 112049 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 672313 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 74863 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 57841 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 624325 | CurrentTaxYearMinus1Year |
| Current Tax Year | 236795 | CurrentTaxYear |
| Total | 1666137 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 104863 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 122808 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 38108 | CurrentTaxYearMinus1Year |
| Current Tax Year | 59374 | CurrentTaxYear |
| Total | 325153 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 19998704 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 20863864 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 23449130 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 26967343 | CurrentTaxYearMinus1Year |
| Current Tax Year | 26469207 | CurrentTaxYear |
| Total | 117748248 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98300 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98010 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01410 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01750 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2009 AMOUNT: $ 14,332. 2010 AMOUNT: $ 9,343. 2011 AMOUNT: $ 12,165. 2012 AMOUNT: $ 14,262. INSURANCE COST REDUCTION - 2009 AMOUNT: $ 90,531. 2010 AMOUNT: $ 113,465. 2011 AMOUNT: $ 25,943. 2012 AMOUNT: $ 45,112. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $771 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 771 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | PHOEBE BERKS HEALTH CARE CENTER 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 BERKS THAT IS ALLOCABLE TO LOBBYING IS $771. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 147865 | BeginningOfYearBalance |
| Contributions | 11019 | Contributions |
| Investment Earnings Or Losses | 20411 | InvestmentEarningsOrLosses |
| Other Expenditures | 5531 | OtherExpenditures |
| Administrative Expenses | 882 | AdministrativeExpenses |
| End Of Year Balance | 172882 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 126437 | BeginningOfYearBalance |
| Contributions | 21795 | Contributions |
| Investment Earnings Or Losses | 5011 | InvestmentEarningsOrLosses |
| Other Expenditures | 4641 | OtherExpenditures |
| Administrative Expenses | 737 | AdministrativeExpenses |
| End Of Year Balance | 147865 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 92717 | BeginningOfYearBalance |
| Contributions | 15925 | Contributions |
| Investment Earnings Or Losses | 22115 | InvestmentEarningsOrLosses |
| Other Expenditures | 3730 | OtherExpenditures |
| Administrative Expenses | 592 | AdministrativeExpenses |
| End Of Year Balance | 126437 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 75927 | BeginningOfYearBalance |
| Contributions | 13020 | Contributions |
| Investment Earnings Or Losses | 9902 | InvestmentEarningsOrLosses |
| Other Expenditures | 3437 | OtherExpenditures |
| Administrative Expenses | 2695 | AdministrativeExpenses |
| End Of Year Balance | 92717 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 81257 | BeginningOfYearBalance |
| Contributions | 7005 | Contributions |
| Investment Earnings Or Losses | -9718 | InvestmentEarningsOrLosses |
| Other Expenditures | 2198 | OtherExpenditures |
| Administrative Expenses | 419 | AdministrativeExpenses |
| End Of Year Balance | 75927 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.18130 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.81870 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 768786 | OtherCostOrOtherBasis |
| Book Value | 768786 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 86840400 | OtherCostOrOtherBasis |
| Depreciation | 32255516 | Depreciation |
| Book Value | 54584884 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6296307 | OtherCostOrOtherBasis |
| Depreciation | 5057377 | Depreciation |
| Book Value | 1238930 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 87319 | OtherCostOrOtherBasis |
| Book Value | 87319 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 56679919 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| RESIDENT FUNDS | 2570 |
| DUE FROM AFFILIATES | 4022196 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 4024766 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PHOEBE EQUITY | $1,277,506 |
| INTEREST RATE SWAP AGREEMENT | $4,472,087 |
| DUE TO AFFILIATE | $12,764,155 |
| PENSION FUND | $161,914 |
| RESERVE FOR WORKMENS COMPENSATION | $12,327 |
| CHARITABLE GIFT ANNUITY | $173,848 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 18861837 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 29834000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 277373 | NetUnrealizedGainsInvestments |
| Other Revenues | 3013030 | OtherRevenues |
| Revenue Not Rptd F990 | 3290403 | RevenueNotRptdF990 |
| Revenue Subtotal | 26543597 | RevenueSubtotal |
| Investment Expenses Not Included | 46368 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 37437 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 83805 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 26627402 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 25877000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | -37826 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -37826 | ExpensesNotRptdF990 |
| Expenses Subtotal | 25914826 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 46368 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 46368 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 25961194 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | WHEN A RESIDENT ESTABLISHES A RESIDENT FUND MANAGEMENT SERVICE ACCOUNT, THEY AUTHORIZE PHOEBE BERKS 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 BERKS PRIOR TO THEIR DEATH ARE PAID TO PHOEBE BERKS WITH ANY REMAINING BALANCE IN THE ACCOUNT BECOMING A PART OF THEIR ESTATE. | |
| PART V, LINE 4: | ENDOWMENT FUNDS ARE EARMARKED FOR PASTORAL CARE AND GENERAL ENDOWMENT FOR RESIDENTS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| 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. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT 2,844,582. CHANGE IN VALUE OF CHARITABLE GIFT 91,248. ACTUARIAL ADJUSTMENT TO PENSION LIABILITY 77,211. ROUNDING ADJUSTMENT -11. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES -7,675. INSURANCE REIMBURSEMENT 45,112. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| RENTAL EXPENSES 7,675. INSURANCE REIMBURSEMENT -45,112. ROUNDING ADJUSTMENT -389. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (4 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT R STEVENSON | ||||||||||||||
| PRESIDENT/CEO/CFO | 0 | 727272 | 0 | 96904 | 0 | 6351 | 0 | 17000 | 0 | 23785 | 0 | 871312 | 0 | 0 |
| LISA B FICHERA | ||||||||||||||
| EVP & COO | 0 | 301122 | 0 | 48002 | 0 | 3468 | 0 | 17000 | 0 | 20994 | 0 | 390586 | 0 | 0 |
| SANDRA A MASSETTI | ||||||||||||||
| EVP/CHIEF HEALTHCARE OFFICER | 0 | 196820 | 0 | 34000 | 0 | 0 | 0 | 0 | 0 | 11162 | 0 | 241982 | 0 | 0 |
| BETH A BYLER | ||||||||||||||
| ADMINISTRATOR | 115335 | 0 | 18475 | 0 | 0 | 0 | 0 | 0 | 17858 | 0 | 151668 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| 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 PERFORMANCE APPRAISALS. THERE ARE INCENTIVE LEVELS BASED UPON TITLE/ROLE IN THE ORGANIZATION. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BERKS COUNTY MUNICIPAL AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 236647630 | IssuerEIN |
| CUSIP Number | 084538FM4 | CUSIPNumber |
| Date Issued | 2008-02-14 | DateIssued |
| Issue Price | 36825000 | IssuePrice |
| Description Of Purpose | CONSTRUCTION, EQUIPMENT AND RENOVATIONS OF CCRC | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Amount Retired | 3030000 | AmountRetired |
| Total Proceeds | 37619498 | TotalProceeds |
| Issuance Costs From Proceeds | 879035 | IssuanceCostsFromProceeds |
| Capital Expenditures | 36740463 | CapitalExpenditures |
| Year Of Subst Completion | 2010 | YearOfSubstCompletion |
| Current Refunding | 0 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Engage Bond Counsel Contracts | 1 | EngageBondCounselContracts |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Bond Iss Meet Prvt Security Pay Test | 0 | BondIssMeetPrvtSecurityPayTest |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedProp |
| Non Qualified Bond Remed Procdrs | 1 | NonQualifiedBondRemedProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiled |
| Rebate Not Due Yet | 0 | RebateNotDueYet |
| Exception To Rebate | 0 | ExceptionToRebate |
| No Rebate Due | 1 | NoRebateDue |
| Variable Rate Issue | 1 | VariableRateIssue |
| Hedge Identified In Books And Recds | 1 | HedgeIdentifiedInBooksAndRecds |
Name Of Hedge Provider NameOfHedgeProvider
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 1271 COUNTERPARTY | BusinessNameLine1 |
| Business Name Line2 | COMPANY LLC | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 20.000000000000 | TermOfHedge |
| Superintegrated Hedge | 0 | SuperintegratedHedge |
| Hedge Terminated | 0 | HedgeTerminated |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Written Proc To Monitor Reqs | 1 | WrittenProcToMonitorReqs |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Proc To Undertk Corrective Action | 1 | ProcToUndertkCorrectiveAction |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K PART IV, ARBITRAGE, LINE 2C | Identifier |
| Return Reference | DATE REBATE COMPUTATION PERFORMED | ReturnReference |
| Explanation | ISSUER NAME: THE BERKS COUNTY MUNICIPAL AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 09/24/2013 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MITCH POSSINGER | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | BOARD MEMBER OF PHOEBE AND OFFICER OF CURA | Relationship |
| Amount Of Transaction | 1982806 | AmountOfTransaction |
| Description Of Transaction | PAYMENTS FOR FOOD SERVICES PROVIDED BY VENDOR. ALL TRANSACTIONS ARE AT ARM'S LENGTH. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (11 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | PHOEBE-DEVITT HOMES IS THE SOLE MEMBER OF PHOEBE BERKS HEALTH CARE CENTER. | |
| 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, HE OR SHE 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. | |
| 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. | HOURS WORKED FOR RELATED ORGANIZATIONS: |
| FORM 990, PART IX, LINE 11G | PHYSICIAN AND MEDICAL FEES : PROGRAM SERVICE EXPENSES 149,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 149,500. REPAIR AND MAINTENANCE SERVICES : PROGRAM SERVICE EXPENSES 157,012. MANAGEMENT AND GENERAL EXPENSES 8,677. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 165,689. OTHER PROFESSIONAL FEES : PROGRAM SERVICE EXPENSES 2,001,052. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,001,052. TRANSPORTATION SERVICES : PROGRAM SERVICE EXPENSES 14,828. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,828. PURCHASED SERVICES : PROGRAM SERVICE EXPENSES 197,756. MANAGEMENT AND GENERAL EXPENSES 221,061. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 418,817. DIETARY SERVICES : PROGRAM SERVICE EXPENSES 2,083,589. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,083,589. CONSULTING FEES : PROGRAM SERVICE EXPENSES 2,260. MANAGEMENT AND GENERAL EXPENSES 46,190. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,450. | OTHER FEES |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF SWAP AGREEMENT 2,844,582. CHANGE IN VALUE OF CHARITABLE GIFT 91,248. ACTUARIAL ADJUSTMENT TO PENSION LIABILITY 77,211. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. | PHOEBE MINISTRIES NARRATIVE |
| 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. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PHOEBE APARTMENTS INC | |||||||||||
| 1901 LINDEN ST | ALLENTOWN | PA | 18104 | 231674396 | HUD HOUSING | PA | 501(C)(4) | PHOEBE-DEVITT HOME | 0 | ||
| PHOEBE HOME INC | |||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 232302675 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | PHOEBE-DEVITT HOME | 0 | 9 | |
| PHOEBE-DEVITT HOMES INC | |||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 231396838 | ADMINISTRATIVE/FUNDRAISING | PA | 501(C)(3) | 0 | 7 | N/A | |
| PHOEBE HOUSING INC | |||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 232821149 | ADMINISTRATIVE | PA | 501(C)(3) | PHOEBE-DEVITT HOME | 0 | 9 | |
| PHOEBE RICHLAND HEALTH CARE CENTER INC | |||||||||||
| 108 S MAIN ST | RICHLANDTOWN | PA | 18955 | 233045622 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | PHOEBE-DEVITT HOME | 0 | 9 | |
| PHOEBE SERVICES INC | |||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 232586359 | ADMINISTRATIVE & PHARMACY | PA | 501(C)(3) | PHOEBE-DEVITT HOME | 0 | 9 | |
| WYNCOTE CHURCH HOME INC | |||||||||||
| 208 FERNBROOK AVE | WYNCOTE | PA | 19095 | 231352525 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | PHOEBE-DEVITT HOME | 0 | 9 | |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOEBE RECIPROCAL RISK RETENTION GROUP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 177 MEETING ST STE 470 | AddressLine1 |
| City | CHARLESTON | City |
| State | SC | State |
| ZIP Code | 29401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200972649 | EIN |
| Primary Activity | INSURANCE RELATED | PrimaryActivity |
| Legal Domicile State | SC | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOEBE-DEVITT HOMES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 45112 | ShareOfTotalIncome |
| Share Of EOY Assets | 684646 | ShareOfEOYAssets |
| Percentage Ownership | 0.19550 | PercentageOwnership |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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