PHOEBE SERVICES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- PHOEBE SERVICES INC (EIN 23-2586359)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201301339349300745
- Schema version
- 2011v1.5
- 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 D
- Schedule G
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-13T13:38:53-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | 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 | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232586359 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOEBE SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | PHOE | NameControl |
| Phone | 6107945142 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 TURNER STREET | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SCOTT R SETVENSON | Name |
| Title | PRESIDENT/CEO/CFO | Title |
| Phone | 6107945142 | Phone |
| Date Signed | 2013-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS C GREEN | Name |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | 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 | 1925 TURNER STREET | AddressLine1 |
| City | ALLENTOWN | City |
| State | PA | State |
| ZIP Code | 18104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18892478 | 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 | PROVIDE MGMT, PHARMACEUTICAL, AND PASTORAL CARE SVC TO RELATED EXEMPT ORGANIZATIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 120 | TotalNbrEmployees |
| Total Nbr Volunteers | 66 | TotalNbrVolunteers |
| Total Gross UBI | 5252909 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 174058 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 119582 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 17750115 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18719814 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 107770 | InvestmentIncomePriorYear |
| Investment Income Current Year | -66854 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 86592 | OtherRevenuePriorYear |
| Other Revenue Current Year | 37338 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 18118535 | TotalRevenuePriorYear |
| Total Revenue Current Year | 18809880 | 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 | 8213078 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8609272 | 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 | 10963569 | OtherExpensePriorYear |
| Other Expenses Current Year | 11650460 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 19176647 | TotalExpensesPriorYear |
| Total Expenses Current Year | 20259732 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1058112 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1449852 | RevenuesLessExpensesCY |
| Total Assets BOY | 39459074 | TotalAssetsBOY |
| Total Assets EOY | 33721295 | TotalAssetsEOY |
| Total Liabilities BOY | 45549351 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 41436198 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -6090277 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -7714903 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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". | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 5813768 | Expense |
| Grants | 0 | Grants |
| Revenue | 6861352 | Revenue |
| Description | MANAGEMENT SERVICES FOR RELATED 501(C)(3) ORGANIZATIONS TO ASSIST IN THE ORGANIZATIONS' MISSION TO SERVE THE AGING COMMUNITY, INCLUDING COMMUNICATIONS AND PASTORAL CARE. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11126488 | Expense |
| Grants | 0 | Grants |
| Revenue | 11858462 | Revenue |
| Description | THE PHOEBE SERVICES, INC PHARMACY SERVICED 4,572 INDIVIDUALS DURING THE YEAR ENDED JUNE 30, 2012. THE RESIDENTS OF THE VARIOUS PHOEBE MINISTRIES' RETIREMENT COMMUNITIES BENEFIT FROM COST REDUCTIONS THROUGH BULK PURCHASING DISCOUNTS RECEIVED BY THE PHARMACY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 16940256 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 1 | 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 | 1 | 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 | 0 | 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 |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 30 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 120 | 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 | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| 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 |
Form990 Part VII Section A Form990PartVIISectionA (25 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| ROBERT BERTOLETTE | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| REV DR DAVID H DEREMER | ||||||||
| 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 | |||
| 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 | 515121 | 0 | 40212 | X | ||
| PETER E FISHER MD MBA | ||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |||
| DONALD A SEIBERT | ||||||||
| 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 | 327938 | 0 | 37421 | X | |||
| SANDRA A MASSETTI | ||||||||
| EXEC VP / CHIEF HEALTH CARE OFFICER | 40.00 | 197821 | 0 | 10253 | X | |||
| REVENA M ROSSI | ||||||||
| SR VP OF FINANCE | 40.00 | 174426 | 0 | 18337 | X | |||
| CYNTHIA S RICHART | ||||||||
| DIR OF PHARM OPER | 40.00 | 171406 | 0 | 17685 | X | |||
| WILLIAM J DAVIES | ||||||||
| DIRECTOR OF BUSINESS DEVELOPMENT | 40.00 | 317815 | 0 | 35634 | X | |||
| MATTHEW YOST | ||||||||
| PHARMACY SUPERVISOR | 40.00 | 150394 | 0 | 21275 | X | |||
| ALICE DONLAN | ||||||||
| REGIONAL DIRECTOR REHAB SE | 40.00 | 133680 | 0 | 20920 | X | |||
| STEPHANIE A JAMIOLKOWSKI | ||||||||
| PHARMACIST | 40.00 | 130796 | 0 | 11149 | X | |||
| SHANE LAWRENCE | ||||||||
| CLINICAL PHARMACY DIRECTOR | 40.00 | 146116 | 0 | 5143 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2265513 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 218029 | TotalOtherCompensation |
| Number Individuals GT100 K | 20 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVENS & LEE | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 679 | AddressLine1 |
| City | READING | City |
| State | PA | State |
| ZIP Code | 196030679 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | LEGAL SERVICES | DescriptionOfServices |
| Compensation | 293365 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Fundraising Events | 87792 | FundraisingEvents |
| All Other Contributions | 31790 | AllOtherContributions |
| Noncash Contributions | 3500 | NoncashContributions |
| Total Contributions | 119582 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENT & RESIDENT SER | Description |
| Business Code | 446110 | BusinessCode |
| Total Revenue Column | 18719814 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13466905 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5252909 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18719814 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -78773 | TotalRevenueColumn |
| Exclusion | -$78,773 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 53517 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 53517 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 41000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 29081 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | 11919 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 11919 | TotalRevenueColumn |
| Exclusion | $11,919 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 0 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 87792 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 0 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| INSURANCE COST REDUCTI | 446110 | 23968 | $23,968 |
| BAD DEBT EXPENSE RECOV | 446110 | 13352 | $13,352 |
| MISCELLANEOUS INCOME | 446110 | 18 | $18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 37338 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18809880 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13466905 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 5252909 | UnrelatedBusinessRevenue |
| Exclusion | -$29,516 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2153408 | Total |
| Program Services | 1577095 | ProgramServices |
| Management And General | 576313 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4792715 | Total |
| Program Services | 3510047 | ProgramServices |
| Management And General | 1282668 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 347805 | Total |
| Program Services | 185953 | ProgramServices |
| Management And General | 161852 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 866663 | Total |
| Program Services | 784650 | ProgramServices |
| Management And General | 82013 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448681 | Total |
| Program Services | 328601 | ProgramServices |
| Management And General | 120080 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 155626 | Total |
| Program Services | 155626 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55416 | Total |
| Program Services | 55416 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 759097 | Total |
| Program Services | 294951 | ProgramServices |
| Management And General | 464146 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 318559 | Total |
| Management And General | 318559 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 385601 | Total |
| Program Services | 216419 | ProgramServices |
| Management And General | 169182 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 300905 | Total |
| Program Services | 300905 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 359682 | Total |
| Program Services | 338023 | ProgramServices |
| Management And General | 21659 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58091 | Total |
| Program Services | 22632 | ProgramServices |
| Management And General | 35459 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4802 | Total |
| Program Services | 4802 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 743964 | Total |
| Program Services | 743964 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40464 | Total |
| Program Services | 40464 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| MEDICAL SUPPLIES | 7623508 | 7623508 | |
| LOSS DUE TO REFINANCING | 703706 | 703706 | |
| DUES, MEMBERSHIPS, AND | 25247 | 2965 | 22282 |
| SPECIAL EVENTS | 20811 | 20811 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94981 | Total |
| Program Services | 50529 | ProgramServices |
| Management And General | 44452 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20259732 | Total |
| Program Services | 16940256 | ProgramServices |
| Management And General | 3319476 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 10501 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1255493 | BOY |
| EOY | 1052640 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 517211 | BOY |
| EOY | 543082 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1405728 | BOY |
| EOY | 1695473 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 10455788 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 6639424 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3800172 | BOY |
| EOY | 3816364 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4201534 | BOY |
| EOY | 385208 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 573796 | BOY |
| EOY | 597764 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2500000 | BOY |
| EOY | 2500000 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 391482 | BOY |
| EOY | 556453 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24813658 | BOY |
| EOY | 22563810 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39459074 | BOY |
| EOY | 33721295 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2861732 | BOY |
| EOY | 2818136 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 770 | BOY |
| EOY | 42661 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30948396 | BOY |
| EOY | 25795302 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11738453 | BOY |
| EOY | 12780099 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45549351 | BOY |
| EOY | 41436198 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -6591758 | BOY |
| EOY | -8332082 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 493677 | BOY |
| EOY | 609375 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7804 | BOY |
| EOY | 7804 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -6090277 | BOY |
| EOY | -7714903 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39459074 | BOY |
| EOY | 33721295 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1449852 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -174774 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| 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 | 146511 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 116985 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 160315 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 222668 | CurrentTaxYearMinus1Year |
| Current Tax Year | 119582 | CurrentTaxYear |
| Total | 766061 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12749739 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12478535 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12675220 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13093831 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13458220 | CurrentTaxYear |
| Total | 64455545 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 83638 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 104825 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37320 | CurrentTaxYear |
| Total | 225783 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12896250 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12595520 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12919173 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13421324 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13615122 | CurrentTaxYear |
| Total | 65447389 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | 1700 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3160 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1800 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1400 | CurrentTaxYear |
| Total | 8060 | 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 Minus3 Years | 1700 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3160 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1800 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1400 | CurrentTaxYear |
| Total | 8060 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 65439329 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 238727 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 124522 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 101794 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 175461 | CurrentTaxYearMinus1Year |
| Current Tax Year | -16571 | CurrentTaxYear |
| Total | 623933 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 29588 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 27693 | CurrentTaxYearMinus3Years |
| Total | 57281 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 268315 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 152215 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 101794 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 175461 | CurrentTaxYearMinus1Year |
| Current Tax Year | -16571 | CurrentTaxYear |
| Total | 681214 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12906 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 243 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 31 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 470 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18 | CurrentTaxYear |
| Total | 13668 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13177471 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 12747978 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13020998 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13597255 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13598569 | CurrentTaxYear |
| Total | 66142271 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98940 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98530 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01030 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01430 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER | 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 D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 203287 | OtherCostOrOtherBasis |
| Book Value | 203287 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1928886 | OtherCostOrOtherBasis |
| Depreciation | 1225522 | Depreciation |
| Book Value | 703364 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7769708 | OtherCostOrOtherBasis |
| Depreciation | 5413902 | Depreciation |
| Book Value | 2355806 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 553907 | OtherCostOrOtherBasis |
| Book Value | 553907 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3816364 | TotalOfBookValueLandBuildings |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | INVESTMENT IN AFFILIATES | Description |
| Book Value | 2500000 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 2500000 | TotalOfBookValueProgramRelated |
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DUE FROM AFFILIATES | Description |
| Book Value | 22563810 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 22563810 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DUE TO AFFILIATES | $12,513,354 |
| RESERVE FOR WORKMENS COMP | $91,955 |
| INTEREST RATE SWAP AGREEMENT | $174,790 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 12780099 | TotalOfAmounts |
| Total Revenue | 18809880 | TotalRevenue |
| Total Expenses | 20259732 | TotalExpenses |
| Excess Or Deficit For Year | -1449852 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 16 | NetUnrealizedGLOnInvestments |
| Other | -$174,790 | OtherAmount |
| Total Adjustments | -174774 | TotalAdjustments |
| Excess Or Deficit Per FS | -1624626 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 17948000 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 16 | NetUnrealizedGainsInvestments |
| Other Revenues | -878093 | OtherRevenues |
| Revenue Not Rptd F990 | -878077 | RevenueNotRptdF990 |
| Revenue Subtotal | 18826077 | RevenueSubtotal |
| Other Revenues Not Included | -16197 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -16197 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 18809880 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 19572000 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 16197 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 16197 | ExpensesNotRptdF990 |
| Expenses Subtotal | 19555803 | ExpensesSubtotal |
| Other Expenses Not Included | 703929 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 703929 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 20259732 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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 2012 AND 2011. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED JUNE 30, 2011, 2010, AND 2009 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 2011, 2010, AND 2009. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -174,790. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | ROUNDING ADJUSTMENT 403. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -174,790. LOSS DUE TO REFINANCING -703,706. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -53,517. INSURANCE REIMBURSEMENT 23,968. BAD DEBT EXPENSE RECOVERY 13,352. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 53,517. INSURANCE REIMBURSEMENT -23,968. BAD DEBT EXPENSE RECOVERY -13,352. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | LOSS DUE TO REFINANCING 703,706. ROUNDING ADJUSTMENT 223. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 30993 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 30993 | CharitableContributionsEvent1 |
| Name Of Event2 | INST. ON AGING | NameOfEvent2 |
| Gross Receipts Event2 | 56799 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 56799 | CharitableContributionsEvent2 |
| Total Number Of Other Events | 1 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 87792 | GrossReceiptsTotal |
| Charitable Contributions Total | 87792 | CharitableContributionsTotal |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| 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 (9 entries)
| 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 | |||||||||||||
| 413495 | 0 | 96904 | 0 | 4722 | 0 | 16500 | 0 | 23712 | 0 | 555333 | 0 | 0 | 0 |
| LISA B FICHERA | |||||||||||||
| 280050 | 0 | 45450 | 0 | 2438 | 0 | 16500 | 0 | 20921 | 0 | 365359 | 0 | 0 | 0 |
| SANDRA A MASSETTI | |||||||||||||
| 171814 | 0 | 26007 | 0 | 0 | 0 | 0 | 0 | 10253 | 0 | 208074 | 0 | 0 | 0 |
| REVENA M ROSSI | |||||||||||||
| 148303 | 0 | 26123 | 0 | 0 | 0 | 0 | 0 | 18337 | 0 | 192763 | 0 | 0 | 0 |
| CYNTHIA S RICHART | |||||||||||||
| 145919 | 0 | 25487 | 0 | 0 | 0 | 0 | 0 | 17685 | 0 | 189091 | 0 | 0 | 0 |
| WILLIAM J DAVIES | |||||||||||||
| 244500 | 0 | 68175 | 0 | 5140 | 0 | 16500 | 0 | 19134 | 0 | 353449 | 0 | 0 | 0 |
| MATTHEW YOST | |||||||||||||
| 150394 | 0 | 0 | 0 | 0 | 0 | 4581 | 0 | 16694 | 0 | 171669 | 0 | 0 | 0 |
| ALICE DONLAN | |||||||||||||
| 111498 | 0 | 22182 | 0 | 0 | 0 | 4113 | 0 | 16807 | 0 | 154600 | 0 | 0 | 0 |
| SHANE LAWRENCE | |||||||||||||
| 120569 | 0 | 22477 | 0 | 3070 | 0 | 4363 | 0 | 780 | 0 | 151259 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| THE BERKS COUNTY MUNICIPAL AUTHORITY | ||||||
| 236647630 | 2012-06-29 | 16325000 | REFINANCE 1998 BOND ISSUE | 0 | 0 | 0 |
| LEHIGH COUNTY GENERAL PURPOSE AUTHORITY | ||||||
| 911886539 | 2012-06-29 | 4560000 | REFINANCE 1998 BOND ISSUE | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|
| 16325000 | 268726 | 16056274 | 2012 | 1 | 0 | 1 | 1 |
| 4560000 | 87862 | 4472138 | 2012 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Term Of HedgeTermOfHedge | Superintegrated HedgeSuperintegratedHedge | Hedge TerminatedHedgeTerminated | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| CITIZENS BANK | ||||||||
| 0 | 1 | 1 | 9.875000000000 | 0 | 0 | 0 | 0 | 1 |
| CITIZENS BANK | ||||||||
| 0 | 1 | 1 | 9.875000000000 | 0 | 0 | 0 | 0 | 1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART I | Identifier |
| Explanation | BONDS IN PART 1 AND B ARE CONSIDERED ONE ISSUE FOR TAX PURPOSES. | Explanation |
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 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 16. CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT -174,790. TOTAL TO FORM 990, PART XI, LINE 5: -174,774. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PAGE 12, PART XII, LINE 2C: | THE AUDIT COMMITTEE IS RESPONSIBLE FOR ENGAGING THE AUDIT FIRM. THEY ARE ALSO RESPONSIBLE FOR RECOMMENDING THE APPROVAL OF THE COMPLETED AUDIT REPORT TO THE ENTIRE BOARD OF DIRECTORS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. | AUDIT OVERSIGHT |
| FORM 990, PAGE 7, PART VII, COLUMN B | OFFICERS AND KEY EMPLOYEES ARE COMPENSATED THROUGH THE FILING ORGANIZATION. HOWEVER, EVERY CORPORATE OFFICER AND MANY KEY EMPLOYEES CONTRIBUTES HOURS TO EACH ENTITY WITHIN THE CONSOLIDATED GROUP, FOR A TOTAL OF 40 HOURS PER WEEK. AS IT IS NOT POSSIBLE TO ACCURATELY REFLECT THE NUMBER OF HOURS DEVOTED TO EACH ENTITY, OFFICER HOURS ARE REPORTED IN THEIR ENTIRETY ON EACH ENTITY'S RETURN. | HOURS WORKED FOR RELATED ORGANIZATIONS |
| 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 GERIATRIC CARE MANAGEMENT, AWARD-WINNING MEMORY SUPPORT PROGRAMMING, TELEHEALTH (VIRTUAL MEDICAL CARE), AND RESPITE CARE. WE SERVE OVER 7,500 SENIORS AND THEIR FAMILIES ANNUALLY AND PROVIDE OVER $10.8 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. TWO YEARS AGO, IN 2011, WE SAW THE CHARITABLE AND BENEVOLENT CARE LEVELS WE PROVIDE GROW TO OVER $8 MILLION, WHICH REPRESENTED A 9.3% INCREASE FROM THE PREVIOUS YEAR. THIS PAST YEAR, OUR CHARITABLE CARE LEVELS ROSE SUBSTANTIALLY TO $10.8 MILLION. THIS REPRESENTS A ONE YEAR INCREASE OF 32% IN 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 CONTINUED AS A LEADER IN PROVIDING JOBS TO PEOPLE IN THE COMMUNITY, EMPLOYING 1,169 INDIVIDUALS. OVER THE PAST FISCAL YEAR, PHOEBE HIRED 354 EMPLOYEES. VOLUNTEERISM AT PHOEBE: PHOEBE DELIVERS THE BEST SERVICES TO ENSURE THAT ALL NEEDS ARE MET 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 1,100 VOLUNTEERS WHO HELP WITH ACTIVITIES RANGING FROM OFFICE HELP TO VOLUNTEER CHAPLAINS. LAST YEAR, PHOEBE HAD OVER 59,000 HOURS OF WORK LOGGED BY OUR DEDICATED VOLUNTEERS. ADDITIONALLY, PHOEBE WELCOMES TEENAGERS TO SERVE AS JUNIOR VOLUNTEERS EVERY SUMMER. THE YOUTH VOLUNTEERS EXPERIENCE VALUABLE EXPOSURE TO CAREERS IN THE HEALTH CARE INDUSTRY AND MENTORING OPPORTUNITIES. VOLUNTEERS AT PHOEBE ENJOY TANGIBLE BENEFITS SUCH AS FREE FLU SHOTS AND FREE MEALS. 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 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 (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 OVER 150 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 INCLUDING 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 WHICH 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 OVER $50,000. FUNDS RAISED SUPPORTED A FREE COMMUNITY CONFERENCE THE FOLLOWING DAY ON CAREGIVING THAT WAS ATTENDED BY OVER 300 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 OVER 300 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 TWO 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 MOST NEEDED 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 FOR COMMUNITY ENHANCEMENTS. ON THE PHOEBE BERKS CAMPUS, A RELAXATION GARDEN WAS DEVELOPED TO PROVIDE A RELAXING RETREAT FOR RESIDENTS. THIS NEW OUTDOOR SPACE FEATURES COVERED SEATING, FRAGRANT FLOWERS, AND A PEACEFUL WATER FEATURE. THE GARDEN PROVIDES A HANDICAPPED ACCESSIBLE OUTDOOR AREA THAT IS AN OASIS OF RELAXATION AND PEACE, AND IT WAS COMPLETELY FUNDED BY DONATIONS. DONOR CONTRIBUTIONS ALSO HELP MAKE IT POSSIBLE TO PURCHASE SPECIALIZED EQUIPMENT. PHOEBE WYNCOTE IS USING A SNOEZELEN MACHINE TO IMPROVE QUALITY OF LIFE FOR RESIDENTS DIAGNOSED WITH DEMENTIA. A SNOEZELEN IS SIMILAR TO A LARGE LAVA-LAMP AND USES A MIXTURE OF COLORED LIGHTS, WATER, AND BUBBLING ACTION TO CREATE A CALMING, THERAPEUTIC, AND STIMULATING EFFECT FOR RESIDENTS ON THE DEMENTIA SPECTRUM. MOYER HALL AT PHOEBE ALLENTOWN HAS LONG BEEN THE CENTER OF MANY ACTIVITIES FOR THE COMMUNITY. DURING THE PAST YEAR, RENOVATIONS OCCURRED TO MAKE THE SPACE MORE VISUALLY APPEALING AND WELCOMING. THE NEW FOCAL POINT OF THE ROOM IS A CUSTOM MADE, MULTI-WINDOW STAINED GLASS DESIGN FEATURING A BEAUTIFUL RAINBOW. THE TRANSFORMATION OF MOYER HALL ALSO INCLUDES THE PURCHASE OF A NEW ALTAR AND BAPTISMAL FONT, ALSO FUNDED BY DONOR GIFTS. AT PHOEBE RICHLAND, RESIDENTS ARE ENJOYING THEIR SPACE WITH NEW "HOME-LIKE" LIGHTING. WE UPGRADED LIGHTING IN RESIDENT ROOMS BY ADDING FULL-SPECTRUM FLOOR LAMPS FOR EACH BED IN THE FACILITY. THESE LAMPS PROVIDE LIGHT THERAPY AS WELL AS HIGH-QUALITY VISUAL LIGHTING FOR READING, CRAFTS, VISITING WITH FAMILY, AND MANY OTHER ACTIVITIES. THE LIGHTS NOT ONLY ENHANCE QUALITY OF LIFE, BUT ALSO HELP REDUCE FALL RISKS IN RESIDENT ROOMS. | PHOEBE MINISTRIES NARRATIVE |
| PHOEBE AS AN INNOVATOR: TELEHEALTH: IN 2011, PHOEBE MINISTRIES WAS AWARDED INNOVATION OF THE YEAR BY LEADINGAGE PA FOR PHOEBE ALLENTOWN'S TELEHEALTH PROJECT FOR PARKINSON'S DISEASE TREATMENT IN CONJUNCTION WITH LEHIGH VALLEY HEALTH NETWORK. IN 2012, WE EXPANDED OUR TELEHEALTH OFFERINGS TO INCLUDE WOUND CARE AND ALSO EXPANDED THE PROJECT TO OUR BERKS FACILITY. TELEHEALTH HAS MANY BENEFITS FOR PHOEBE'S RESIDENTS INCLUDING LOWERING THE RISK FOR INJURY DUE TO FALLS DURING TRANSPORT, INCREASED CONVENIENCE FOR MEDICAL CARE, AND GREATER INDEPENDENCE AND QUALITY OF LIFE BY MAKING RESIDENTS FEEL MORE INVESTED IN THEIR OWN MEDICAL CARE. DEMENTIA CARE: PHOEBE MINISTRIES IS PROUD TO OPERATE 3 OF ONLY 5 NEIGHBORHOODS IN PENNSYLVANIA TO ACHIEVE THE EXCELLENCE IN CARE DEMENTIA PROGRAM OF DISTINCTION STATUS FROM THE ALZHEIMER'S FOUNDATION OF AMERICA. THE ALZHEIMER'S FOUNDATION OF AMERICA PROUDLY AWARDS EXCELLENCE IN CARE DEMENTIA PROGRAM OF DISTINCTION STATUS TO DEMENTIA CARE SETTINGS THAT MEET SPECIFIC NATIONAL STANDARDS AFTER UNDERGOING AN EXTENSIVE EVALUATION. PHOEBE MINISTRIES ALSO RECENTLY HIRED A CERTIFIED BEHAVIORAL PSYCHOLOGIST, KELLY O'SHEA CARNEY, PHD, CMC, TO OVERSEE OUR CENTER FOR EXCELLENCE IN DEMENTIA CARE. AT PHOEBE, MONTESSORI PROGRAMMING IS PROVIDED DAILY TO ENGAGE RESIDENTS' STRENGTHS AND INTERESTS IN AN ENVIRONMENT THAT IS DESIGNED FOR THEIR SUCCESS. STAFF ARE SELECTED AND TRAINED TO WORK ON THESE NEIGHBORHOODS WITH THE RESIDENTS TO MAXIMIZE EACH INDIVIDUAL'S ABILITIES IN ALL ASPECTS OF CARE. 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 HOMES | 0 | ||
| PHOEBE HOME INC | |||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 232302675 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | PHOEBE-DEVITT HOMES | 0 | 9 | |
| PHOEBE BERKS HEALTH CARE CENTER INC | |||||||||||
| ONE HEIDELBERG DR | WERNERSVILLE | PA | 19565 | 232560952 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | PHOEBE-DEVITT HOMES | 0 | 9 | |
| PHOEBE HOUSING INC | |||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 232821149 | ADMINISTRATIVE | PA | 501(C)(3) | PHOEBE-DEVITT HOMES | 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 HOMES | 0 | 9 | |
| PHOEBE-DEVITT HOMES | |||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 231396838 | ADMINISTRATIVE/FUNDRAISING | PA | 501(C)(3) | 0 | 7 | N/A | |
| WYNCOTE CHURCH HOME INC | |||||||||||
| 208 FERNBROOK AVE | WYNCOTE | PA | 19095 | 231352525 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | PHOEBE-DEVITT HOMES | 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 NA | N/A | DirectControllingEntityNA |
| Type Of Entity | C | TypeOfEntity |
| Share Of Total Income | 23968 | ShareOfTotalIncome |
| Share Of EOY Assets | 896783 | ShareOfEOYAssets |
| Percentage Ownership | 0.18060 | PercentageOwnership |
| 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 | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | 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 | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
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