2013-10-15T16:09:53-05:00 2012-12-31 232932984 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2012-01-01 232365124 CHANDLER HALL HEALTH SERVICES INC CHAN 2158604000 99 BARCLAY STREET NEWTOWN PA 18940 LYNETTE M KILLEN 2158604000 2013-10-03 1 JULIUS GREEN CPA P00350393 2159720701 2012 2016-02-25 16:41:14Z ELAINE SHUPP 99 BARCLAY STREET NEWTOWN PA 18940 20391152 0 X WWW.CHANDLERHALL.ORG X 1985 PA CHANDLER HALL HEALTH SERVICES, INC. PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES. 12 12 384 208 24977 0 460537 383414 18519004 19579157 179290 158678 570 165776 19159401 20287025 400 0 0 0 11434370 11996223 0 0 240568 7733198 7509324 19167968 19505547 -8567 781478 30883526 31434751 27082899 26377447 3800627 5057304 X CHANDLER HALL, A NON-PROFIT ORGANIZATION, AS GUIDED BY THE QUAKER PRINCIPLE OF SEEKING THAT OF GOD IN EVERYONE, PROVIDES AN ARRAY OF QUALITY CARE SERVICES FOR AGING INDIVIDUALS, THEIR FAMILIES AND CAREGIVERS, WHO BECOME A PART OF THE CHANDLER HALL COMMUNITY. 0 0 16425099 19579157 CHANDLER HALL HEALTH SERVICES, INC. IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS AUTHORIZED TO BUILD, OWN, OPERATE AND MAINTAIN RESIDENTIAL, MEDICAL AND PROTECTIVE CARE FACILITIES SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND RELIGIOUS NEEDS OF ELDERLY PERSONS, INCLUDING, BUT NOT LIMITED TO, A SKILLED NURSING FACILITY, HOME HEALTH AGENCY, AND HOSPICE; TO OPERATE SUCH FACILITIES AT THE LOWEST FEASIBLE COST; AND TO BUILD, OWN, OPERATE, AND MAINTAIN RELATED SUPPORT FACILITIES AND SERVICES, ALL TO BE USED IN CONNECTION WITH THE FOREGOING FACILITIES, AND FOR ANY OTHER PROPER AND CHARITABLE PURPOSES.CHANDLER HALL HEALTH SERVICES, INC. PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES. CHANDLER'S FRIENDS NURSING HOME OPERATES A LONG-TERM CARE FACILITY CONSISTING OF 53 SKILLED AND INTERMEDIATE NURSING BEDS IN ADDITION TO PROVIDING VARIOUS ANCILLARY SERVICES. THE HOSPICE PROGRAM PROVIDES SERVICES AND SUPPORT TO THE TERMINALLY ILL AND THEIR FAMILIES, IN ADDITION TO OTHER INDIVIDUALS ON AN INPATIENT AND HOME CARE BASIS. RESTORATIVE HOME HEALTH PROGRAMS ARE ALSO PROVIDED TO CLIENTS ON AN INDIVIDUAL BASIS AS DIRECTED BY A PHYSICIAN. CHANDLER HALL PROGRAMS ALSO INCLUDE INDEPENDENT LIVING, ADULT DAY CARE, CLINICAL PHYSICIAN SERVICES, AND ANCILLARY SERVICES FOR THE ELDERLY. AT DECEMBER 31, 2012, PERSONAL CARE SERVICES WERE PROVIDED IN A 136-UNIT FACILITY AND INDEPENDENT LIVING SERVICES WERE PROVIDED IN 10 INDEPENDENT LIVING UNITS. CHANDLER HALL HEALTH SERVICES PROVIDED 19,193 CARE DAYS IN ITS LONG TERM CARE FACILITY, 4,508 CARE DAYS IN ITS HOSPICE CARE FACILITY AND 4,598 HOMECARE VISITS IN 2012. CHANDLER HALL HEALTH SERVICES' LONG TERM CARE FACILITY OPERATED AT 98.94% CAPACITY AND ITS HOSPICE CARE FACILITY OPERATED AT 87.98% OF ITS TOTAL CAPACITY IN 2012. 16425099 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 384 1 1 1 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X ELAINE SHUPP CFO 2158604000 99 BARCLAY STREET NEWTOWN PA 18940 RAMONA KIRWAN 1.00 X X 0 0 0 ODIE O LEFEVER 1.00 X X 0 0 0 DUDLEY SAURMAN 1.00 X X 0 0 0 KAREN FULTON 1.00 X X 0 0 0 JACQUELINE BOWERSRESIGNED SEPT 2012 1.00 X 0 0 0 DONALD BRUCKMAN 1.00 X 0 0 0 ANTHONY CARRINO 1.00 X 0 0 0 ALAN CROSMAN 1.00 X 0 0 0 WILLIAM FELLOWS 1.00 X 0 0 0 LINDA FLOWER 1.00 X 0 0 0 ELIZABETH BAYARDI 1.00 X 0 0 0 PAUL SHEEHAN 1.00 X 0 0 0 PHYLLIS STONE 1.00 X 0 0 0 LYNETTE KILLEN 40.00 X 193323 0 35759 ELAINE SHUPP 40.00 X 106456 0 10198 MAUREEN CASEY 37.50 X 106592 0 8649 TIMOTHY COUSOUNIS 37.50 X 100073 0 1126 506444 0 55732 4 0 1 0 GENESIS ELDERCARE REHAB SERVICES PO BOX 7247-6524 PHILADELPHIA PA 19170 PHYSICAL, OCCUPATIONAL, AND SPEECH THERA 446635 SECURITAS SECURITY SERVICES PO BOX 403412 ATLANTA GA 30384 SECURITY STAFFING 163716 SASS-MOORE SERVICES INC 906 N EVERCARE AVENUE WOODBURY NJ 08096 HEATING/AIR CONDITIONING 112303 CHADWICK SERVICE CORP 362 DUNKSFERRY ROAD BENSALEM PA 19020 HEATING/AIR CONDITIONING 107713 PATRICIA BEVLOCK RN 4427 SHERWOOD ROAD PHILADELPHIA PA 19131 CONSULTING 104750 5 4868 65125 313421 383414 NET PATIENT & RESIDENT 623000 19001732 19001732 CHILD DAY CARE INCOME 623000 461094 461094 ENTRANCE FEES 623000 116331 116331 19579157 158678 158678 35635 65375 -29740 -29740 -29740 64581 65125 38752 25829 25829 THIRD PARTY SETTLEMENT 900099 125000 125000 CATERING REVENUE 722320 24977 24977 CAFTERIA REVENUE 722210 19710 19710 169687 20287025 19579157 24977 299477 460977 385815 67311 7851 9426033 7923582 1335404 167047 129122 99471 27102 2549 1192795 976571 204165 12059 787296 678695 96136 12465 15232 15232 60114 60114 1114 1114 1164176 790711 372911 554 111916 4885 105515 1516 550126 310743 204933 34450 87048 78 86970 871587 870704 883 54957 52363 2594 19853 14296 5446 111 1491017 1490517 500 1281581 1281581 184993 715 184278 FOOD 629384 629384 DRUGS 499723 499723 MEDICAL SUPPLIES 278080 278080 RESIDENT EXPENSES 73216 73216 135207 63969 69272 1966 19505547 16425099 2839880 240568 1230 1230 1426925 1433599 1841897 2642319 26015 28599 76463 66181 37040102 19933491 17961049 17106611 8753896 9396797 796051 759415 30883526 31434751 1338177 1752021 24305000 23550000 9500 5700 1430222 1069726 27082899 26377447 X 3685883 4938010 49559 54109 65185 65185 3800627 5057304 30883526 31434751 781478 475199 0 X X 0 1 X 1 0 X 312696 455810 475745 424129 383414 2051794 18130888 18533160 18721881 18555412 19579157 93520498 18443584 18988970 19197626 18979541 19962571 95572292 0 0 0 95572292 273176 167880 152261 181462 194313 969092 273176 167880 152261 181462 194313 969092 37689 804766 35398 26763 145398 1050014 18754449 19961616 19385285 19187766 20302282 97591398 0.97930 0.97370 0.00990 0.01590 X SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2008 AMOUNT: $ 1,550. 2009 AMOUNT: $ 2,746. 2010 AMOUNT: $ 2,777. 2011 AMOUNT: $ -667. 2012 AMOUNT: $ 344. THIRD PARTY SETTLEMENT - 2009 AMOUNT: $ 760,000. 2012 AMOUNT: $ 125,000. CAFETERIA REVENUE - 2008 AMOUNT: $ 30,394. 2009 AMOUNT: $ 34,232. 2010 AMOUNT: $ 31,567. 2011 AMOUNT: $ 27,430. 2012 AMOUNT: $ 20,054. RECOVERY OF DOUBTFUL ACCOUNTS - 2008 AMOUNT: $ 5,745. 2009 AMOUNT: $ 7,788. 2010 AMOUNT: $ 1,054. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 1114 1114 0 EXPLANATION OF LOBBYING ACTIVITIES: PART II-B, LINE 1: THE ORGANIZATION PAYS ANNUAL DUES TO LEADINGAGE AND LEADINGAGE OF PA. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS ARE USED FOR LOBBYING PURPOSES. THE $1,114 REPORTED HERE IS THE PERCENTAGE OF THE DUES LEADINGAGE AND LEADINGAGE OF PA USED FOR LOBBYING PURPOSES DURING THE YEAR. 463903 61176 3120 521959 472497 -5830 2764 463903 0.90000 0.10000 0.00000 0 0 424520 424520 27985354 13840061 14145293 8309600 5811411 2498189 320628 282019 38609 17106611 REFUNDABLE ENTRANCE FEES 896559 NONREFUNDABLE ENTRANCE FEES 119167 DEPOSITS 54000 1069726 X 20827599 475199 475199 20352400 -65375 -65375 20287025 19570922 65375 65375 19505547 0 19505547 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: CONTRIBUTIONS TO THE ENDOWMENT FUND WILL BE ACCEPTED FROM BOTH INDIVIDUAL DONORS AND FUNDRAISING OPERATIONS. PRINCIPAL WILL BE INVESTED AND INCOME WILL BE DESIGNATED FOR THE NEEDS OF THE ORGANIZATION, ITS RESIDENTS AND CLIENTS AS DETERMINED BY CHANDLER HALL. WHILE PRINCIPAL WILL REMAIN INVESTED UNDER NORMAL CIRCUMSTANCES, IT MAY BE WITHDRAWN BY THE BOARD IF SUCH ACTION IS DEEMED NECESSARY FOR A SPECIAL PROJECT OR IN THE CASE OF AN UNFORESEEN EMERGENCY. ALL DONORS WILL BE INFORMED BEFORE THEIR GIFTS ARE PLACED IN THE ENDOWMENT THAT THE MONIES MAY BE WITHDRAWN BY THE BOARD IF DEEMED NECESSARY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: CHANDLER HALL ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT HAS DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2012 AND 2011. CHANDLER HALL'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS PRIOR TO 2009 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. PART XI, LINE 4B - OTHER ADJUSTMENTS: RECLASS OF RENTAL EXPENSES -65,375. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASS OF RENTAL EXPENSES 65,375. GOLF 66487 29196 37291 20555 8877 CULINARY CLASSICS 57229 31145 26084 1398 7362 1 5990 4784 1206 75 485 129706 65125 64581 75 20555 1398 16724 38752 25829 X X X 0 0 0 0 0 0 0 0 0 LYNETTE KILLEN 193323 0 0 0 0 0 5363 0 30396 0 229082 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 FORM 990 IS REVIEWED BY THE ASSET COMMITTEE OF THE BOARD, AND A FINAL COPY OF FORM 990 WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL PARTIES GUARD AGAINST A CONFLICT OF INTEREST, WHETHER PERSONAL OR BUSINESS RELATED. THE ORGANIZATION ADDRESSES CONFLICTS OF INTEREST WHEN THEY ARISE. MEANS TO ADDRESS A CONFLICT OF INTEREST MAY INVOLVE ANY ONE OF THE FOLLOWING: 1) RECUSING ONESELF FROM PARTICIPATION IN A DECISION, 2) CHANGE IN COMMITTEE ASSIGNMENT, 3) CHANGE IN JOB RESPONSIBILITIES, OR 4) TERMINATION FROM EMPLOYMENT OR BOARD POSITION. A COPY OF THE CONFLICT OF INTEREST POLICY AND THE CONFLICT OF INTEREST SURVEY ARE DISTRIBUTED UPON HIRE OR APPOINTMENT AND ANNUALLY THEREAFTER TO EACH BOARD DIRECTOR, BOARD OFFICER, AND DEPARTMENT HEAD OR STAFF WHO HAS RESPONSIBILITY FOR PURCHASING, CONTRACTING AND/OR VENDOR SELECTION. EACH INDIVIDUAL WILL IDENTIFY AND DECLARE ON THE SURVEY ANY ACTUAL OR POTENTIAL CONFLICTS OF INTERESTS ON THE STATEMENT. CONFLICTS THAT ARISE BEFORE OR AFTER THE ANNUAL DISTRIBUTION OF THE SURVEY SHALL BE DISCUSSED AND DOCUMENTED. CONFLICT OF INTEREST SURVEYS ARE REVIEWED ANNUALLY BY THE ASSET COMMITTEE WHO WILL REPORT TO THE FULL BOARD. POSSIBLE OR ACTUAL CONFLICTS THAT MAY ARISE DURING THE COURSE OF THE YEAR WILL BE HANDLED BY THE ASSET COMMITTEE. CHANDLER HALL'S EXTERNAL AUDITORS REVIEW CONFLICT OF INTEREST INFORMATION. CONCERNS ARE REPORTED TO THE BOARD. CHANDLER HALL'S LEGAL COUNSEL OR EXTERNAL AUDITORS ARE AVAILABLE FOR ADVICE. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE SALARY REVIEWS ARE DONE ON AN ANNUAL BASIS. HUMAN RESOURCES GATHERS COMPETITIVE SALARY SURVEYS FROM THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM), LEADING AGE, BOARD SOURCE AND GUIDE STAR. FINDINGS ARE FORWARDED TO THE BOARD CHAIRMAN WHO MEETS WITH THE EXECUTIVE COMMITTEE TO REVIEW THE FINDINGS AND DETERMINE REVISED PAY RATES FOR EXECUTIVE COMPENSATION. REVISED PAY RATES ARE FORWARDED TO THE HUMAN RESOURCES DIRECTOR FOR PROCESSING. COMPENSATION DELIBERATIONS AND FINAL DECISIONS ARE ALL BEING DOCUMENTED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, LINE 1A: THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE CORPORATION AND TWO OR MORE OTHER DIRECTORS WHO SHALL BE NOMINATED BY THE GOVERNANCE COMMITTEE SUBJECT TO APPROVAL BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO MAKE A BINDING DECISION IN AN EMERGENCY ONLY IF A QUORUM OF THE ENTIRE BOARD IS NOT AVAILABLE FOR A SPECIAL CALLED MEETING OF THE BOARD. THE CEO MAY BE AN INVITED GUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.