2013-03-25T16:06:11-05:00 2012-06-30 231144520 TAIT WELLER & BAKER LLP 1818 MARKET STREET SUITE 2400 PHILADELPHIA PA 19103 990 2011-07-01 201232493 GREEN TREE COMMUNITY HEALTH FOUNDATION GREE 2154388102 6 EAST WILLOW GROVE AVENUE PHILADELPHIA PA 19118 SUSAN HANSEN 2154388102 2013-03-25 1 MARTIN MAUCH P00764633 2159798800 2013-03-25 2011 2016-02-25 16:41:14Z SUSAN HANSEN 6 EAST WILLOW GROVE AVENUE PHILADELPHIA PA 19118 5179221 0 X WWW.GREENTREECOMMUNITYHEALTH.ORG X 2005 PA TO IMPROVE THE HEALTH STATUS OF INDIVIDUALS LIVING IN ITS SERVICE AREA BY INITIATING AND SUPPORTING ACTIVITIES IN RESPONSE TO IDENTIFIED NEEDS IN PARTNERSHIP WITH COMMUNITY RESOURCES. 13 13 7 30 83381 0 311421 354570 0 0 285816 483650 111956 90290 709193 928510 416765 370285 0 0 331880 341330 0 0 100441 566598 522950 1315243 1234565 -606050 -306055 24163685 19487575 2663760 93562 21499925 19394013 TO IMPROVE THE HEALTH STATUS OF INDIVIDUALS LIVING IN ITS SERVICE AREA BY INITIATING AND SUPPORTING ACTIVITIES IN RESPONSE TO IDENTIFIED NEEDS IN PARTNERSHIP WITH COMMUNITY RESOURCES. 0 0 808425 370285 THE PURPOSE OF GREEN TREE COMMUNITY HEALTH FOUNDATION IS TO IMPROVE THE HEALTH AND WELL BEING OF COMMUNITIES OF NORTHWEST PHILADELPHIA AND EASTERN MONTGOMERY COUNTY. THROUGH ONGOING NEEDS ASSESSMENTS, IT IDENTIFIES CERTAIN AREAS OF VULNERABILITY IN THESE COMMUNITIES, AND PROVIDES FUNDING TO ORGANIZATIONS WHOSE WORK WILL ADDRESS THESE NEEDS. THE FOUNDATION'S FOCUS IS ON THESE SPECIFIC AREAS: THE FRAIL ELDERLY, REDUCING PREMATURE DEATH CAUSED BY CANCER AND HEART DISEASE, CHILDREN AND FAMILIES, EDUCATION ABOUT HEALTHCARE,HEALTHCARE AND HEALTH INSURANCE OPTIONS. WHERE APPROPRIATE,THE FOUNDATION FAVORS PROGRAMS AIMED AT PREVENTION. 808425 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 9 0 1 7 1 1 1 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 1 1 0 PA X X SUSAN HANSEN EXECUTIVE DIRECTOR 2154388102 6 E WILLOW GROVE AVE PHILADELPHIA PA 19118 CHERYL H WADE 2.00 X X 0 0 0 CHARLOTTE BETANCOURT 1.00 X X 0 0 0 JOHN FRIEDMAN 1.00 X X 0 0 0 JANE BARON 1.00 X 0 0 0 ERIN DOYLE-O'CONNOR 1.00 X 0 0 0 PEGGY GREENAWALT 1.00 X 0 0 0 JOHN MCMEEKIN 1.00 X 0 0 0 DAVID THORNBURGH 1.00 X 0 0 0 JOHN KIMBERLY 1.00 X 0 0 0 NICHOLAS TORRES 1.00 X 0 0 0 LISA STATES 1.00 X 0 0 0 ENGLISH D WILLIS 1.00 X 0 0 0 WALTER TSOU 1.00 X 0 0 0 SUSAN HANSEN 40.00 X 139994 0 38470 139994 0 38470 1 0 1 0 DUANE MORRIS LLP 30 S 17TH STREET PHILADELPHIA PA 19103 LEGAL SERVICES 224393 1 2913 351657 354570 234239 234239 4469195 4219784 249411 249411 249411 37836 30927 6909 6909 GIFT SHOP INCOME 453220 83381 83381 83381 928510 0 83381 490559 370285 370285 178470 128329 15269 34872 97009 70309 8130 18570 6770 4871 578 1321 40330 27943 3772 8615 18751 13702 1538 3511 224393 224393 32953 4943 24715 3295 14754 14754 24813 7644 1867 15302 35439 26276 6110 3053 16747 11723 3349 1675 67753 50451 11535 5767 18596 13286 3796 1514 13182 10626 1704 852 PROGRAM EXPENSE 37723 37723 PURCHASES 13498 13498 DUES & SUBSCRIPTIONS 10090 7063 2018 1009 STAFF AND BOARD DEVELOP 6465 4525 1293 647 6544 5228 878 438 1234565 808425 325699 100441 129147 269023 527073 140003 28847 25049 103163 99947 16402 3216 10522720 6388207 12939496 12662077 24163685 19487575 62164 41046 2601596 52516 2663760 93562 X 8587444 6653941 314629 419553 12597852 12320519 21499925 19394013 24163685 19487575 X -306055 -1799857 X X 0 1 1 X 0 X 1763268 443865 321197 311421 354570 3194321 1763268 443865 321197 311421 354570 3194321 1556127 1638194 644522 305745 267291 271412 234239 1723209 5401 8115 6389 12680 1438 34023 5150 2000 225 30 7405 4958958 165334 0.33040 0.51000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43941 43941 0 59222 56006 3216 3216 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 12320519 INVESTMENTS HELD IN TRUSTS 341558 12662077 ANNUITY OBLIGATIONS AND DEFERRED REVENUE IN CONNECTION W/ LIFE INCOME TRUSTS 52516 52516 928510 1234565 -306055 -441340 -1358517 -1799857 -2105912 390473 -441340 -441340 831813 14754 81943 96697 928510 1137868 0 1137868 14754 81943 96697 1234565 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (2009-2011) OR EXPECTED TO BE TAKEN IN THE FOUNDATION'S 2012 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS -277,333. UNREALIZED DEPRECIATION ON INVESTMESTMENTS HELD IN TRUSTS -86. CHANGE IN ANNUITY OBLIGATION AND DEFERRED REVENUE 49,080. LOSS ON LEGAL CONTINGENCY -227,903. TAIL INSURANCE EXPENSE -902,275. TOTAL TO SCHEDULE D, PART XI, LINE 8: -1,358,517. PART XII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD GIFT AND BARGAIN SHOP 10,080. DEDUCTIONS FROM GROSS PROFIT GIFT AND BARGAIN SHOP 71,863. PART XIII, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD GIFT AND BARGAIN SHOP 10,080. DEDUCTIONS FROM GROSS PROFIT GIFT AND BARGAIN SHOP 71,863. WOMEN'S GOLF OUTING 26215 0 26215 15692 GROSS CLINIC 7695 0 7695 11110 1 3925 3925 4225 37835 37835 31027 31027 6808 1 ANTI-VIOLENCE PARTNERSHIP OF PHILADELPHIA 2000 HAMILTON ST STE 304 PHILADELPHIA PA 19130 232308332 501(C)(3) 10000 TO IMPLEMENT THE STUDENT ANTI-VIOLENCE EDUCATION (SAVE) PROGRAM IN THREE KINDERGARTEN - 8TH GRADE SCHOOLS IN NORTHWEST PHILADELPHIA. PLAYWORKS EDUCATION ENERGIZED 228 KRAMS AVENUE SUITE 300 PHILADELPHIA PA 19127 943251867 501(C)(3) 15000 FOR GENERAL OPERATING SUPPORT. PLAYWORKS PROVIDES PROGRAMS TO HELP IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN BY INCREASING THE OPPORTUNITIES FOR PHYSICAL ACTIVITY BY LEVERAGING RECESS FOR LEARNING WHILE ATTACKING CHILDHOOD OBESITY. BREASTFEEDING RESOURCE CENTER 1355 OLD YORK ROAD SUITE 101 ABINGTON PA 19001 233049543 501(C)(3) 15000 FOR GENERAL OPERATING EXPENSES, PROVIDING LACTATION CONSULTING TO UNDER/UNINSURED WOMEN. CARIE - CENTER FOR THE ADVOCACY FOR THE RIGHTS & INTERESTS OF THE ELDERLY 100 S BROAD STREET PHILADELPHIA PA 19110 232075900 501(C)(3) 10000 TO SUPPORT THEIR CARIE LINE. THE CARIE LINE IS A HOTLINE FOR THE FRAIL ELDERLY AND THEIR CAREGIVERS. CENTER IN THE PARK 5818 GERMANTOWN AVE PHILADELPHIA PA 19144 231919016 501(C)(3) 30000 SUPPORT FOR SERVICES FOR MORE THAN 80 CLASSES AND OTHER PROGRAMS SERVING THE ELDERLY IN NORTHWEST PHILADELPHIA. COMMUNITY LEGAL SERVICES 1424 CHESTNUT STREET PHILADELPHIA PA 19102 231671562 501(C)(3) 10000 TO SUPPORT THEIR AGING AND DISABILITIES UNIT FOR LOW-INCOME ELDERLY, PROVIDING LEGAL ASSISTANCE TO GAIN/RETAIN MEDICAL COVERAGE, LONG TERM CARE SERVICES AND/OR BENEFITS. RALSTON CENTER 3615 CHESTNUT STREET PHILADELPHIA PA 19104 231387107 501(C)(3) 12500 FOR THEIR "MY WAY" PROJECT. THE "MY WAY" PROJECT PROVIDES SENIORS IN GERMANTOWN AND MT. AIRY ACCESS TO AFFORDABLE GENERAL CONTRACTING SERVICES TO HELP MAINTAIN THE SAFETY OF THEIR HOMES AT A LOW COST. THESE SERVICES ARE PROVIDED TO LOW INCOME SENIORS WHO DO NOT QUALIFY FOR ENTITLEMENTS. DEPAUL USA 5725 SPRAGUE ST PHILADELPHIA PA 19138 352338110 501(C)(3) 5000 FOR THEIR HOUSING PROGRAM FOR HOMELESS MEN, 20-50 YEARS OLD. CASE MANAGEMENT IS ALSO PROVIDED TO GET THESE INDIVIDUALS INTEGRATED BACK INTO SOCIETY. LAUREL HOUSE PO BOX 764 NORRISTOWN PA 19404 232172743 501(C)(3) 7500 TO HELP OFFER A FULL RANGE OF SUPPORTIVE SERVICES, ADVOCACY, COMMUNITY EDUCATION, PROFESSIONAL EDUCATION, AND HOUSING FOR VICTIMS OF ABUSE.INDIVIDUALS AND GROUP COUNSELING ARE PROVIDED FOR ALL WOMEN AND CHILDREN AT LAUREL HOUSE. FAMILY SERVICES OF MONTGOMERY COUNTY 3125 RIDGE PIKE EAGLEVILLE PA 19403 231352361 501(C)(3) 15000 FOR THEIR HEARTH PROGRAM, SERVING FRAIL ELDERLY, TO RECRUIT MORE VOLUNTEERS AND HAVE A DEDICATED STAFF MEMBER FOR THE PROGRAM. METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE PO BOX 30181/12 SOUTH 23RD STREET PHILADELPHIA PA 19103 232586142 501(C)(3) 10000 TO HELP SUPPORT COSTS OF HOME DELIVERED MEALS AND NUTRITION SUPPORT SERVICES TO INDIVIDUALS AND FAMILIES IN NEED. GEARING UP P O BOX 26061 PHILADELPHIA PA 19128 264679845 501(C)(3) 5000 FOR THE EXPANSION OF THEIR BIKE PROGRAM FOR RECOVERING WOMEN IN NORTHWEST PHILADELPHIA. HEALTHY NEWSWORKS 1105 ORMOND AVENUE DREXEL HILL PA 19026 231727133 501(C)(3) 15000 FOR HEALTHY NEWSWORKS, FORMERLY KNOWN AS HEALTHY TIMES, THAT EMPOWERS STUDENT JOURNALISTS IN THE CONSHOHOCKEN AND NORRISTOWN SCHOOL DISTRICTS, ENCOURAGING HEALTH EDUCATION AND LITERACY, ADVANCES SCHOOL HEALTH EFFORTS, AND SERVES AS A RICH SOURCE OF READING ENRICHMENT. LEGAL AID OF SOUTHEASTERN PENNSYLVANIA 625 SWEDE STREET NORRISTOWN PA 19401 231901014 501(C)(3) 5000 PROVIDES SERVICES TO THE ELDERLY THROUGH CASEWORK AND FREE SUPPORT SERVICES IN THE NORRISTOWN AREA. KEYSTONE HOSPICE 8765 STENTON AVENUE WYNDMOOR PA 19038 232757697 501(C)(3) 15000 TOWARDS PROVIDING HOSPICE CARE FOR INDIVIDUALS THAT ARE MEDICALLY INDIGENT. PUBLIC CITIZENS FOR CHILDREN AND YOUTH 7 BENJAMIN FRANKLIN PARKWAY PHILADELPHIA PA 19103 232137461 501(C)(3) 15000 TO SUPPORT GENERAL OPERATING EXPENSES FOR RESEARCH FOR ADVOCACY OF CHILDREN'S ISSUES THROUGHOUT THE FOUNDATION'S SERVICE AREA WITHIN NORTHWEST PHILADELPHIA. MATERNITY CARE COALITION 2000 HAMILTON ST SUITE 205 PHILADELPHIA PA 19130 232200410 501(C)(3) 25000 TOWARDS FUNDING OF THEIR MOMOBILE IN THE NORTHWEST PHILADELPHIA AND NORRISTOWN SITES. THE MOMOBILE ASSISTS PREGNANT WOMEN AND NEW MOMS IN CONNECTING WITH HEALTH CARE, SERVICES, EDUCATION AND OTHER RESOURCES WITHIN THEIR COMMUNITY. BCS YES YOUTH EMPOWERED TO SUCCEED PO BOX 851 VALLEY FORGE PA 194820851 231352032 501(C)(3) 5000 TO SUPPORT THEIR PROGRAM FOR AT-RISK YOUTH RESIDENTS TO TAKE AN INTEREST IN A HEALTHIER LIFESTYLE BY PROVIDING ACCESS TO EDUCATION ABOUT NUTRITION, HEALTH AND WELLNESS IN ADDITION TO FITNESS MEMBERSHIPS. JOURNEY'S WAY 6012 RIDGE AVENUE PHILADELPHIA PA 19128 231875249 501(C)(3) 15000 FOR SERVICES TO ASSIST OLDER ADULTS TO REMAIN SAFE AND INDEPENDENT IN THEIR HOMES AND COMMUNITY AND TO PREVENT ISOLATION. NORTH LIGHT COMMUNITY CENTER 175 GREEN LANE PHILADELPHIA PA 19127 231365378 501(C)(3) 15000 SUPPORTS THE WELFARE OF THE COMMUNITY INCLUDING SOCIAL, EDUCATIONAL AND ATHLETIC DEVELOPMENT OF THE YOUTH. PRESBY'S INSPIRED LIFE AT INTERFAITH HOUSE IN GERMANTOWN 2000 JOSHUA ROAD LAFAYETTE HILL PA 19444 231547587 501(C)(3) 6240 TO FUND THEIR SENIORCIZE FITNESS INSTRUCTOR. PENN ASIAN SENIOR SERVICES 420 YORK ROAD JENKINTOWN PA 19046 202643138 501(C)(3) 5000 TOWARD TRAINING AND HELPING TO PROVIDE CULTURALLY COMPATIBLE HOME HEALTH AIDES TO THE FRAIL ELDERLY ASIAN COMMUNITY LIVING IN OUR SERVICE AREA. PHILADELPHIA CHILDRENS ALLIANCE 4000 CHESTNUT STREET 2ND FLOOR PHILADELPHIA PA 19104 232526605 501(C)(3) 10000 PROVIDES SERVICES FOR CHILD ABUSE VICTIMS BY CONDUCTING FORENSIC INTERVIEWS, SUPPORT SERVICES AND COLLABORATION WITH OTHER AGENCIES TO STREAMLINE THE PROCESS AND START THE RECOVERY EARLY. SQUASH SMARTS 3890 N 10TH STREET PHILADELPHIA PA 19140 233060712 501(C)(3) 5000 TO PROVIDE MENTORING THROUGH ACADEMIC TUTORING AND SQUASH INSTRUCTION FIVE DAYS PER WEEK, RECRUIT VOLUNTEER TUTORS AND SQUASH INSTRUCTORS, PROVIDE INDIVIDUAL ATTENTION AND ONE-ON-ONE MENTORING. SQUASH SMARTS WORKS WITH SCHOOLS, PARENTS AND STUDENTS TO GET THE KIDS THROUGH MIDDLE AND HIGH SCHOOL AND INTO COLLEGE. RSVP 350 SENTRY PARKWAY EASTBLDG 640 STE 100 STE 100 BLUE BELL PA 19422 232121691 501(C)(3) 5000 TO SUPPORT FOR THEIR ELDERCARE SERVICES, PROVIDING VOLUNTEERS FOR HOME VISITS TO THE ELDERLY IN MONTGOMERY COUNTY. ST CATHERINE LABOURE MEDICAL CLINIC 5838 GERMANTOWN AVENUE PHILADELPHIA PA 19144 371442459 501(C)(3) 32525 TO SUPPORT GENERAL OPERATING EXPENSES. ST. CATHERINE LABOURE MEDICAL CLINIC, A CLINIC THAT SERVES THE UNINSURED, IS LOCATED IN GERMANTOWN. SUPPORTIVE OLDER WOMEN'S NETWORK 4100 MAIN ST SUITE 200 PHILADELPHIA PA 19127 222629856 501(C)(3) 10000 TO SUPPORT GROUPS, CASE MANAGEMENT, COUNSELING AND EDUCATIONAL PROGRAMS FOR OLDER WOMEN IN NORTHWEST PHILADELPHIA. TEMPLE TIME OUT RESPITE PROGRAM 1700 N BROAD ST PHILADELPHIA PA 19122 231365971 501(C)(3) 15000 FOR THEIR LOW-COST RESOURCE FOR IN-HOME RESPITE CARE FOR FAMILIES CARING FOR ELDERLY RELATIVES IN PHILADELPHIA. COLLEGE STUDENTS ARE TRAINED AND MATCHED TO PROVIDE CARING COMPANIONSHIP, MENTAL STIMULATION AND ASSISTANCE WITH ACTIVITIES OF DAILY LIVING. VISITING NURSE ASSOCATION 1421 HIGHLAND AVENUE ABINGTON PA 19001 232363504 501(C)(3) 33000 TO PROVIDE PRIMARY HEALTH CARE SERVICES IN MONTGOMERY COUNTY TO AT-RISK CHILDREN WHO ARE UNINSURED OR UNDER-INSURED. VICTIM SERVICES CENTER OF MONTGOMERY COUNTY 18 WEST AIRY STREET NORRISTOWN PA 19401 231967228 501(C)(3) 10000 TO SUPPORT GENERAL OPERATING. PROGRAMS SERVE CHILDREN, FAMILIES AND THE ELDERLY WHO HAVE EXPERIENCED VIOLENCE. EDUCATIONAL PROGRAMS ARE ALSO PROVIDED TO ALL AGE RANGES WITH THE EMPHASIS ON RISK-REDUCTION AND SAFETY. WOMEN OF FAITH AND HOPE PO BOX 14228 PHILADELPHIA PA 19138 232910411 501(C)(3) 15000 TO SUPPORT BREAST CANCER EDUCATIONAL PROGRAMS FOR AFRICAN AMERICAN WOMEN THROUGH THEIR PARISH NURSES PROGRAM. 31 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS IN THE UNITED STATES BY REQUESTING A WRITTEN REPORT FROM EACH GRANTEE ON THEIR USE OF THE FUNDS AT THE CONCLUSION OF THE GRANT. WE ALSO SEND SITE VISITORS TO THE GRANTEE AT THE CONCLUSION OF THE GRANT WITH A CHECK LIST, TO COMPARE WHAT THEY SAID THEY WERE GOING TO DO IN THE APPLICATION WITH WHAT THEY ACTUALLY DID. 0 0 0 0 0 0 0 0 0 SUSAN HANSEN 139994 0 0 0 0 0 7800 0 30670 0 178464 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE REVIEWS AND APPROVES THE INFORMATION IN THE 990. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER FILLS OUT THE CONFLICT OF INTEREST COMMITMENT STATEMENT EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE DIRECTOR'S COMPENSATION DETERMINED BY THE COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION C, LINE 18 THE 990 IS MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE, AND BY REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE BY REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -441,340. CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUSTS -277,333. UNREALIZED DEPRECIATION ON INVESTMESTMENTS HELD IN TRUSTS -86. CHANGE IN ANNUITY OBLIGATION AND DEFERRED REVENUE 49,080. LOSS ON LEGAL CONTINGENCY -227,903. TAIL INSURANCE EXPENSE -902,275. TOTAL TO FORM 990, PART XI, LINE 5: -1,799,857. AUDIT COMMITTEE AND SELECTION OF INDEPENDENT ACCOUNTANT PART XII, LINE 2C THE PROCESS BY WHICH THE ORGANIZATION APPOINTS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.