JOHN HEINZ INSTITUTE OF REHABILITATION MEDICINE: Form 990, tax year 2009
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- Organization
- JOHN HEINZ INSTITUTE OF REHABILITATION MEDICINE (EIN 23-2262852)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-02-12
- IRS object ID
- 201110439349300001
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-02-12T08:06:26-06:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
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 | 400 MARKET STREET | AddressLine1 |
| City | WILLIAMSPORT | City |
| State | PA | State |
| ZIP Code | 17701 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232262852 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN HEINZ INSTITUTE OF REHABILITATION MEDICINE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JOHN | NameControl |
| Phone | 5703481300 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 ABINGTON EXECUTIVE PARK | AddressLine1 |
| City | CLARKS SUMMIT | City |
| State | PA | State |
| ZIP Code | 18411 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | William Conaboy | Name |
| Title | President/CEO | Title |
| Phone | 5703481300 | Phone |
| Date Signed | 2011-02-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIUS GREEN CPA | Name |
| Phone | 5703236023 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | William Conaboy | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 ABINGTON EXECUTIVE PARK | AddressLine1 |
| City | CLARKS SUMMIT | City |
| State | PA | State |
| ZIP Code | 18411 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 35759300 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.allied-services.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | operate a Rehabilitative Hospital which provides all types of rehabilitative services. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 7 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 6 | NbrIndependentVotingMembers |
| Total Nbr Employees | 519 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 26960 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 256014 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 34541031 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 34676323 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 90845 | InvestmentIncomePriorYear |
| Investment Income Current Year | 76338 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 215666 | OtherRevenuePriorYear |
| Other Revenue Current Year | 190744 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 34874502 | TotalRevenuePriorYear |
| Total Revenue Current Year | 35199419 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 1567073 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 21808766 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 22126307 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 12286146 | OtherExpensePriorYear |
| Other Expenses Current Year | 12190641 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 34094912 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35884021 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 779590 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -684602 | RevenuesLessExpensesCY |
| Total Assets BOY | 20616067 | TotalAssetsBOY |
| Total Assets EOY | 19200844 | TotalAssetsEOY |
| Total Liabilities BOY | 7432053 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6660627 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 13184014 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 12540217 | NetAssetsOrFundBalancesEOY |
| Mission Description | Our Mission is that we are committed to the people of our community, to help them overcome challenges and reach their greatest potential by providing quality care, people oriented services, and comfort. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 31052787 | Expense |
| Grants | 1567073 | Grants |
| Revenue | 34676323 | Revenue |
| Description | Operated a Rehabilitaton Hospital, Licensed for 71 beds that provided various types of rehabilitation services. Also operated a 21 bed skilled nursing transitional unit. Services were provided to Patients who met certain criteria without charge or at amounts less than the established rates. Charges forgone for services rendered and supplies furnished under the charity care policy amounted to $139,040 during the year ended June 30, 2010. | Description |
| Total Program Service Expense | 31052787 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| 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 | 1 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| 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 |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 48 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 519 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| 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 |
| Nbr Voting Governing Body Members | 7 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 6 | 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 | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | 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 | David Argust | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5703481335 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 ABINGTON EXECUTIVE PARK | AddressLine1 |
| City | CLARKS SUMMIT | City |
| State | PA | State |
| ZIP Code | 18411 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|
| MICHAEL ARONICA MD | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | |
| JAMES L BRADY | ||||||
| VICE CHAIRMAN | 1.00 | X | 0 | 485595 | 6608 | |
| MIRANDA CURCIO | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ROBERT POMENTO | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOSEPH J SAVITZ ESQ | ||||||
| CHAIRMAN | 1.00 | X | 0 | 0 | 0 | |
| SHERRY DAVIDOWITZ | ||||||
| TREASURER | 1.00 | X | 0 | 0 | 0 | |
| THOMAS J MELONE CPA | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| Michael Raymond | ||||||
| Staff Physician | 40.00 | 128575 | 0 | 3254 | X | |
| Ann Sullivan | ||||||
| Assistant Vice President | 40.00 | 107844 | 0 | 5098 | X | |
| Karen Kearney | ||||||
| Assistant Vice President | 40.00 | 107154 | 0 | 6628 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 343573 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 485595 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 21588 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | 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 |
|---|---|---|---|---|---|
| us food service allentown | |||||
| 1200 hoover ave | allentown | PA | 18103 | food & dietry supplies | 449011 |
| Paris Healthcare Linen | |||||
| 100 tom mix drive | Dubois | PA | 15801 | Laundry Services | 166901 |
| WVHCS - HOSPITAL | |||||
| 534 WYOMING AVENUE | KINGSTON | PA | 18704 | INPATIENT SERVICES | 149094 |
| vector security | |||||
| po box 12 | hamlin | PA | 18427 | security services | 132526 |
| Dr George Ritz | |||||
| 150 MUNDY STREET | WILKESBARRE | PA | 18702 | X-Ray Reading | 108150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 256014 | AllOtherContributions |
| Total Contributions | 256014 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | NET PATIENT SERVICE RE | Description |
| Business Code | 623000 | BusinessCode |
| Total Revenue Column | 34676323 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34676323 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 34676323 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 77694 | TotalRevenueColumn |
| Exclusion | $77,694 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 79803 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 94926 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -15123 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -15123 | TotalRevenueColumn |
| Exclusion | -$15,123 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 462449 | Securities |
| Other | 1150 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 464955 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -2506 | Securities |
| Other | 1150 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1356 | TotalRevenueColumn |
| Exclusion | -$1,356 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| CAFETERIA SALES | 722210 | 174246 | $174,246 |
| ABSTRACT REV | 561000 | 29161 | $29,161 |
| MISCELLANEOUS REV | 900099 | 2460 | $2,460 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 205867 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35199419 | TotalRevenueColumn |
| Related Or Exempt Function Income | 34676323 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $267,082 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1567073 | Total |
| Program Services | 1567073 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18622119 | Total |
| Program Services | 18088424 | ProgramServices |
| Management And General | 533695 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1800256 | Total |
| Program Services | 1748662 | ProgramServices |
| Management And General | 51594 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 363128 | Total |
| Program Services | 352721 | ProgramServices |
| Management And General | 10407 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1340804 | Total |
| Program Services | 1302378 | ProgramServices |
| Management And General | 38426 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18341 | Total |
| Management And General | 18341 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2920676 | Total |
| Program Services | 2913263 | ProgramServices |
| Management And General | 7413 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 209547 | Total |
| Management And General | 209547 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2768916 | Total |
| Program Services | 2227877 | ProgramServices |
| Management And General | 541039 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1524522 | Total |
| Program Services | 1174094 | ProgramServices |
| Management And General | 350428 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22371 | Total |
| Program Services | 13474 | ProgramServices |
| Management And General | 8897 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83424 | Total |
| Program Services | 68105 | ProgramServices |
| Management And General | 15319 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 143648 | Total |
| Management And General | 143648 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 681167 | Total |
| Program Services | 674348 | ProgramServices |
| Management And General | 6819 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314615 | Total |
| Management And General | 314615 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| Corporate Admin Service | 1115598 | 1115598 | |
| Corporate Allocation | 904053 | 904053 | |
| Food | 397867 | 82616 | 315251 |
| Equipment Repairs | 218192 | 114156 | 104036 |
| Laundry | 169119 | 2112 | 167007 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 698585 | Total |
| Program Services | 336074 | ProgramServices |
| Management And General | 362511 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35884021 | Total |
| Program Services | 31052787 | ProgramServices |
| Management And General | 4831234 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1300 | BOY |
| EOY | 1300 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7010042 | BOY |
| EOY | 6676998 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3452925 | BOY |
| EOY | 2741038 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31622 | BOY |
| EOY | 29205 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111883 | BOY |
| EOY | 71822 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 25908398 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 20093032 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5553885 | BOY |
| EOY | 5815366 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2382751 | BOY |
| EOY | 1533119 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2071659 | BOY |
| EOY | 2331996 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20616067 | BOY |
| EOY | 19200844 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2566530 | BOY |
| EOY | 2678955 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3103116 | BOY |
| EOY | 2366572 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 655641 | BOY |
| EOY | 720886 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1106766 | BOY |
| EOY | 894214 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7432053 | BOY |
| EOY | 6660627 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13184014 | BOY |
| EOY | 12540217 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 13184014 | BOY |
| EOY | 12540217 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20616067 | BOY |
| EOY | 19200844 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule D IRS990ScheduleD
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 299615 | OtherCostOrOtherBasis |
| Book Value | 299615 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16206548 | OtherCostOrOtherBasis |
| Depreciation | 12218264 | Depreciation |
| Book Value | 3988284 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7073327 | OtherCostOrOtherBasis |
| Depreciation | 6202722 | Depreciation |
| Book Value | 870605 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2328908 | OtherCostOrOtherBasis |
| Depreciation | 1672046 | Depreciation |
| Book Value | 656862 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 5815366 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (3 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS | 931112 |
| DEFERRED FINANCING COSTS, NET | 23866 |
| INTERCOMPANY RECEIVABLES, NET | 1377018 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 2331996 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| CAPITAL LEASE PAYABLE | $4,112 |
| ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS | $350,181 |
| INTERCOMPANY PAYABLES, NET | $539,921 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 894214 | TotalOfAmounts |
| Total Revenue | 35199419 | TotalRevenue |
| Total Expenses | 35884021 | TotalExpenses |
| Excess Or Deficit For Year | -684602 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 40805 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 40805 | TotalAdjustments |
| Excess Or Deficit Per FS | -643797 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 35335150 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 40805 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 40805 | RevenueNotRptdF990 |
| Revenue Subtotal | 35294345 | RevenueSubtotal |
| Other Revenues Not Included | -94926 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -94926 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 35199419 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 35978947 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 94926 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 94926 | ExpensesNotRptdF990 |
| Expenses Subtotal | 35884021 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 35884021 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | ALLIED 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 DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2010 AND 2009. |
| Part XII, Line 4b - Other Adjustments: | RENTAL EXPENSES: -94926. | |
| Part XIII, Line 2d - Other Adjustments: | RENTAL EXPENSES: 94926. |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | 1 | CharityCarePolicy |
| Written Policy | 1 | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | 1 | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | 1 | FPGReferenceDiscountedCare |
| Pcent200 D | X | Pcent200D |
| Free Disc Care Medically Indigent | 1 | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | 1 | AmountsBudgetedForCharityCare |
| Expenses Exceeded Budget | 1 | ExpensesExceededBudget |
| Unable To Provide Care | 0 | UnableToProvideCare |
| Annual Community Benefit Report | 1 | AnnualCommunityBenefitReport |
| Report Publically Available | 1 | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 400 | PersonsServed |
| Total Community Benefit Expense | 112058 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 112058 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00310 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 1500 | PersonsServed |
| Total Community Benefit Expense | 1877460 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 970624 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 906836 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02540 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 1900 | PersonsServed |
| Total Community Benefit Expense | 1989518 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 970624 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1018894 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.02850 | PercentOfTotalExpense |
Cash And In Kind Contributions CashAndInKindContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 100 | PersonsServed |
| Total Community Benefit Expense | 71617 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 71617 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00200 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 100 | PersonsServed |
| Total Community Benefit Expense | 71617 | TotalCommunityBenefitExpense |
| Net Community Benefit Expense | 71617 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00200 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Persons Served | 2000 | PersonsServed |
| Total Community Benefit Expense | 2061135 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 970624 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 1090511 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.03050 | PercentOfTotalExpense |
Community Support CommunitySupport
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 100 | PersonsServed |
| Total Community Building Expense | 29279 | TotalCommunityBuildingExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Building Expense | 29279 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
Total Total
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Activities Or Programs | 1 | NumberOfActivitiesOrPrograms |
| Persons Served | 100 | PersonsServed |
| Total Community Building Expense | 29279 | TotalCommunityBuildingExpense |
| Net Community Building Expense | 29279 | NetCommunityBuildingExpense |
| Percent Of Total Expense | 0.00080 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | 1 | BadDebtExpenseReported |
| Bad Debt Expense | $203,599 | BadDebtExpenseAmount |
| Amount Attributable To | 112058 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 22907718 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 20078585 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 2829133 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost Accounting System | X | CostAccountingSystem |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | 1 | WrittenDebtCollectionPolicy |
| Provision For Charity Care | 1 | ProvisionForCharityCare |
Form990 Schedule H Part V Form990ScheduleHPartV
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN HEINZ INSTITUTE OF REHABILIATION | BusinessNameLine1 |
Address Address
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 ABINGTON EXECUTIVE PARK DRIVE | AddressLine1 |
| City | CLARKS SUMMIT | City |
| State | PA | State |
| ZIP Code | 18411 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | REHABILITATION CENTER | Other |
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Costing Method Used | Part I, Line 7: The majority of the net community benefit expenses, unreimbursed Medicaid, were calculated using our internal cost accounting system, which addresses all patient segments. Charity Care was calculated using a cost-to-charge ratio. All other amounts are calculated as direct expense and revenue as recorded on the general ledger. | CostingMethodUsed |
| Percent Of Total Expense Expln | Part I, Line 7f: Net Community Benefit Expense divided by Total Expense. | PercentOfTotalExpenseExpln |
| Bad Debt Footnote | Part III, Line 4: Accounts Receivable are reported at net realizable value. Accounts are written off when they are determined to be uncollectable based on management's assessment of individual accounts. The allowance for doubtful collections is estimated based upon a periodic review of the A/R aging, payor classifications and application of historical write-off percentages. | BadDebtFootnote |
| Debt Collection Policy | Part III, Line 9b: Eligibility for charity is determined prior to collection and at any time during the collection process. | DebtCollectionPolicy |
| Needs Assessment | Part VI, Line 2: The hospitals' periodic assessment of regional community needs reflects both internal information and external data sources. For example, hospital executives and managers teams evaluate gift and sponsorship requests from local charities whose services include health education, prevention or treatment or heart disease, cancer and other illnesses and disabilities that touch upon Allied's mission. In addition, we regularly review the local health statistics and trends reported by the Pennsylvania Department of Health, Department of Public Welfare, Departments of Aging & Long-Term Living and Pennsylvania Health Care Cost Containment Council, Pennsylvania Health Care Association, and U.S. Department of Health & Human Services' Healthy People 2010 program. Allied also participated as an institutional sponsor of the Healthy Northeast Pennsylvania Initiative's 2009-2010 Community Health Needs Assessment (published March 8, 2010), and as a collaborator in the Lackawanna-Luzerne Consolidated Transportation para-transit study (2009). | NeedsAssessment |
| Patient Education Assistance | Part VI, Line 3: All patients during the admission process are offered education and assistance with regard to their eligibility for various federal, state or local governmental programs, as well as our charity care program. Copies of our Charity Care Guidelines and Uncompensated Care Application are available upon request. | PatientEducationAssistance |
| Community Information | Part VI, Line 4: Over 80% of our patients reside in Luzerne or Lackawanna counties. In 2009, these two counties had a combined population of 514,982 persons residing in 213,941 households. According to the latest Census, roughly 94% of area residents self-identified as Caucasian/White; 3% as Black; 1% as Asian; and 2% "other" races. The regional population is significantly older than that of Pennsylvania: 18.7% was age 65 or older, compared to 15.2% for the state as a whole. Median household income in our region is comparatively low, at $41,594 for Lackawanna County and $44,401 for Luzerne County, compared to $47,913 for Pennsylvania and $50,007 for the nation as a whole (2009). Local educational attainment is also a significant concern: only 18% of local residents have earned a Bachelor's degree or higher, compared to 26% for the state. | CommunityInformation |
| Community Building Activities | Part VI, Line 5: Allied Rehab Hospital and the John Heinz Rehab Hospital have a long-standing tradition of contributing to healthier communities by initiating programs such as a professional speakers' bureau, health education through seminars and public information sessions, and offering our clinical expertise in rehabilitation medicine for the greater benefit of the community.Some examples of Allied Rehab and John Heinz Rehab Hospital for community building activities:- Use of facility space and/or print services by organizations such as American Heart Association, American Cancer Society, Parents Loving Children Through Autism, Autism Coalition, ALS Support Group, Family Service Association, Blind Association, Epilepsy Support Group, Diabetes Education Classes, Pulmonary Support Group, Susan G Komen Breast Cancer Foundation etc. (See complete list in Part II.)- Community presentations to service organizations, school students, senior citizens ranged from osteoporosis awareness, stroke prevention, learning disabilities, lymphedema, brain injury and spinal cord prevention.Recently, one "community-building" example was development and promotion of a safety evacuation plan for homebound, disabled residents in our region. The EVAC sticker was developed by our clinical team at Allied Rehab Hospital, and shared through regional media outlets as well as through fire companies and safety organizations across the region. The sole purpose was to identify residencies with disabled individuals to provide quicker response in an effort for evacuation during a fire or emergency.Pediatric services provided through each rehab hospital includes a significant percentage of charity care for the underinsured. The rehab hospitals also have created and supported developmental programs throughout the year for children with a variety of disabilities, especially Autistic children and children with dyslexia.The dePaul School for Children with learning Disabilities is a example of a necessary education-based program, which Allied Rehab Hospital has underwritten the extraordinary annual cost since 1991. This primary school helps nearly 50 local children with dyslexia who could not excel in other public or other private school environments. The annual shortfall of this community service is estimated around $200,000. | CommunityBuildingActivities |
| Other Information | Part VI, Line 6: Allied Services was founded over 50 years ago when a group of Scranton area charities began collaborating to create new opportunities and better services for northeastern Pennsylvanians with disabilities. Today, with over 2900 employees and 300 volunteers, Allied is the region's leading provider of health care and human services to persons with disabilities and chronic illnesses.Allied is a continuum of post-acute and community-based programs united by a common aim: to improve the health, independence and life quality of our consumers. Our programs include inpatient and outpatient medical rehabilitation, skilled nursing care, home health care and in-home services, vocational rehabilitation, residential programs for adults with developmental or behavioral disabilities and senior assisted living. Each day, these services touch the lives of some 5,000 persons.Medical rehabilitation hospitals in Scranton and Wilkes-Barre are the core and most widely recognized component of the Allied system. Complemented by a network of 15 outpatient clinics in a five-county area, our hospitals provide comprehensive rehabilitation services for spinal cord and neurological injuries/disease, stroke, traumatic brain injury, and other life-changing illnesses and injuries. Beyond providing direct care and support services to adults and children, Allied's resources (clinicians, facilities, expertise, management) serve the larger region through . . .-the education and training of health professionals---through symposia, internship and educational opportunities offered to physicians, pharmacists, nurses and other health careers.-organized peer support and health education for persons affected by traumatic brain injury, spinal cord injury, pediatric disabilities, Parkinson's disease and other conditions.-accredited, in-school injury prevention programs for school children, teachers and coaches-affordable wellness/exercise programs and facilities for persons with disabilities, chronic illness, limited mobility-extra-mural social and recreational programs for kids with Autism Spectrum Disorder and for their families -leadership, volunteer service and in-kind support for local health care charities---e.g., American Cancer Society, Northeast Regional Cancer Institute, American Heart Association, Alzheimer's Association, Leukemia & Lymphoma Society, etc.-the DePaul School, an accredited, year-round educational program for up to 50 children with dyslexia and other learning disabilities-opening our facilities---e.g., meeting and dining facilities, grounds, and pediatric gyms--to area nonprofit and volunteer groups that serve our community. The neighbors, businesses and grant-makers that support Allied are crucial to its success. Their generosity allows the us to provide care to the uninsured and under-insured; to correct deficiencies and fill gaps in the region's health and human service systems; to ensure continuity of care when program funding (e.g., from public grants or third-party payers) is interrupted; to offer patients the latest, most effective medical and rehab technologies. | OtherInformation |
| Affiliated Health Care System | Part VI, Line 7: Without exception, our affiliate organizations/programs each play unique and critical functions in our region's continuum of care for persons with disabilities and the aged. These include:Allied Skilled Nursing & Rehabilitation Center, Scranton: Now in its 30th year, the Center is home to some 376 persons whose chronic illness and/or severe disabilities demand round-the-clock, skilled care. The Center is recognized for its services to medically-complex, technology-dependent patients, including those who need respirators, hemodialysis or specialized programs for dementia. About 70% to 80% of SNRC residents are economically disadvantaged (Medicaid-eligible): a far higher percentage than most long-term care organizations in the region and State. These attributes make the Center an essential health care resource for a growing population of seniors in northeastern and central Pennsylvania, as well as their physicians, caregivers and families. During this accounting period, Allied Services Foundation transferred approximately $20,000,000 of cash that was funded by Allied's 2 rehabilitation hospitals to the skilled nursing center. The transfer was made necessary by a lack of funding to Allied's skilled nursing center by the medical assistance program over the past several years.Allied Terrace: The Terrace is a modern, well-appointed, full service assisted living facility for seniors who are able to live independently if provided with help for meals, housekeeping, laundry and personal care. Consistent with national and regional trends, the Terrace is serving the fast-growing community of seniors who are successfully "aging in place", thanks to intensive, high-quality support services---e.g., medication management, in-home health and personal care---to ensure their continued health and safety. In this way, Allied Terrace is extending and enriching the lives of its 60 residents, while reducing their risk (and potential costs) of injury, debilitation, acute illness, hospitalization or institutionalization. Allied Continuing Care Retirement Community: Allied CCRC was formed in 2006 for the purposes of providing Independent Living services. In space leased from Allied Terrace, seniors who are capable of independently managing activities of daily living---meal preparation, light housekeeping, self-care, etc.---occupy these units, while enjoying full access to the Terrace's social and recreational opportunities. Two individuals occupied CCRC units during this periodVocational Services: For over 50 years, Allied's Vocational Services programs have provided training and gainful employment to teens and adults with physical, intellectual and developmental disabilities. Each year, over 500 participants are involved in projects that enhance their skills, employability and self-reliance. While our vocational programs draw upon State and federal training dollars, the jobs themselves depend upon a continual supply of work from business and industry partners, for services such as packaging, light assembly, sorting, scanning, mailing, cleaning and landscaping. Ongoing community fundraising ensures that Allied maintains the skilled staff, specialized equipment and facilities to keep this diverse "enterprise" productive and growing. The result: training, job, educational and social opportunities for disabled individuals who might otherwise be isolated and idle at home.Developmental Services: For adults who have both intellectual and physical disabilities/illnesses, Allied's intermediate care facility is a comfortable, safe residential environment where skilled nursing and personal supervision are available "24-7". Residents receive meals, personal care (dressing, bathing, grooming, etc.), medical and medication management, social and recreational programs in a home-like setting. For consumers who are able to live more independently, Allied offers a range of community living options in small group homes throughout the region. In all program settings, however, our developmental programs have met a growing regional demand for residential care for older adults whose intellectual and complex physical disabilities/medical conditions demand more intensive, specialized levels of care. At the urging of local and regional authorities, Allied has assumed this role. With a long and successful track record in medical rehab, long-term care, skilled nursing and program management, Allied is uniquely qualified to meet the demand.Behavioral Services: Similarly, our behavioral services have expanded both geographically and programmatically in recent years, providing specialized residential and community-based services to the chronically mentally ill. Staff members work with consumers as they re-connect with jobs, families, peer and community resources as they pursue sobriety, physical and mental health, and independent living. Through an intensive program of counseling and behavioral supports, the program attacks longstanding patterns of mental health crises, hospitalization and/or institutionalization (and related "costs" to individuals and communities).Allied Project Opportunity: Located in Jermyn, (Lackawanna County) Pa., the six units of housing are managed by Allied's Behavioral Health division. Individuals who are recovering from chronic mental health problems find safe, pleasant, affordable accommodations at Project Opportunity, subsidized by the HUD Section 8 program. During the period, 15 individuals were served here. Home Health & In-Home Services: These programs provide essential medical and support services to persons with disabilities throughout a 22-county area of northeastern/central Pennsylvania. Registered nurses, physical and occupational therapists, personal care and home care workers help keep them healthy and safe at home. Activities range from making meals or doing household chores, or monitoring the patient's physical and mental health, to addressing medical or post-surgical needs such as wound dressing, medication management, etc. The health education, medical support, practical assistance and case management provided by In-Home and Home Health professionals are essential to the health, life quality and independence of their consumers. Absent such programs, extended hospitalizations, re-hospitalization and/or institutionalization would be unavoidable.Allied Services Foundation: The Foundation is the community relations and fundraising arm of Allied Services. The Foundation's fundraising appeals, sponsorship and grant solicitations generate support for Allied's pediatric programs, DePaul School, vocational programs and other community services. This department also coordinates the community volunteers and employee volunteers who help to raise funds and provide in-kind, non-medical services to our residents, patients and consumers. Public relations, outreach, internal communications, charitable fund compliance and accountability are also among the Foundation's duties. | AffiliatedHealthCareSystem |
| Reports Filed With States | PA | ReportsFiledWithStates |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLIED SERVICES FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 ABINGTON EXECUTIVE PARK | AddressLine1 |
| City | CLARKS SUMMIT | City |
| State | PA | State |
| ZIP Code | 18411 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 232523682 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Cash Grant | 1567073 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
| Method Of Valuation | CASH | MethodOfValuation |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
| Purpose Of Grant | PROVIDE FINANCIAL SUPPORT TO AFFILIATES | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants in the U.S.: | Identifier |
| Return Reference | Part I, Line 2: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: ASSISTANCE IS PROVIDED TO RELATED ENTITIES FOR FINANCIAL SUPPORT. MANAGEMENT OF THE ORGANIZATION OVERSEES THE USE OF FUNDS AT THE AFFILIATED ENTITIES. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| 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 | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JAMES L BRADY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 485595 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 6608 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 492203 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section B, line 11 | the form 990 was reviewed in detail by the chairman of the board and the chairman of the audit committee prior to filing with the IRS. |
| Form 990, Part VI, Section B, line 12c | Allied Services Conflict of Interest Policy covers Board Members down to Dept. Heads and any staff that are involved in the purchasing process. All covered persons must complete an annual conflict statement. If a transaction is proposed involving a conflict, the Board investigates alternatives for the transaction and makes a determination if a more advantageous arrangement can be made. Members involved in the conflict must abstain from voting on such matters. Any violations of the policy are handled as necessary from reprimand to termination from the board or employment, depending on the severity of the offense. |
| Form 990, Part VI, Section B, line 15 | ALLIED PARTICIPATES IN MULTIPLE REGIONAL SALARY SURVEYS TO DETERMINE MARKET COMPETITIVENESS, AND CONSIDERS THE EXTERNAL MARKET AS A FACTOR IN THE JOB EVALUATION PROCESS. COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS REVIEWED BY A COMPENSATION COMMITTEE OF THE BOARD. INCREASES ARE RECOMMENDED BY THE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS BASED ON THE EXTERNAL SURVEYS AND INTERNAL REVIEWS. FOR ALL OTHER EMPLOYEES, ALLIED SERVICES FOLLOWS AN INTERNAL JOB EVALUATION PROCESS, ADMINISTERED BY A CROSS DIVISIONAL JOB EVALUATION TEAM COMPRISED OF DIRECTORS AND ASSISTANT VICE PRESIDENTS. THE JOB EVALUATION PROCESS IS BASED ON A FOURTEEN POINT FACTOR SYSTEM AND INTERNAL ALIGNMENT WITHIN JOB CLASSIFICATION. LABOR GRADE RECOMMENDATIONS BASED ON BOTH INTERNAL AND EXTERNAL RESULTS ARE MADE TO THE DIVISIONAL VICE PRESIDENT AND VICE PRESIDENT OF HUMAN RESOURCES FOR FINAL APPROVAL. |
| Form 990, Part VI, Section C, line 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC Upon Request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (16 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|
| ALLIED SERVICES CONTINUING CARE | |||||||||
| 100 TERRACE LANE | SCRANTON | PA | 18508 | 204472148 | PROVIDE INDEPENDENT LIVING SERVICES | PA | 501(c)(3) | 11a | N/A |
| ALLIED HEALTH CARE SERVICES | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 240860110 | PROVIDE HEALTH CARE SERVICES TO ELDERLY AND MENTALLY CHALLENGED | PA | 501(c)(3) | 3 | N/A |
| ALLIED SERVICES FOUNDATION | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232523682 | INVESTED FUNDS FOR RELATED ENTITIES TO SUPPORT THEIR MISSIONS | PA | 501(c)(3) | 7 | N/A |
| ALLIED PROJECT OPPORTUNITY | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232523680 | PROVIDE LOW INCOME HOUSING | PA | 501(c)(3) | 9 | N/A |
| ALLIED CATAWISSA APARTMENTS | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232523683 | PROVIDE LOW INCOME HOUSING | PA | 501(c)(3) | 9 | N/A |
| ALLIED GENEVIEVE HAYESMCDADE APARTMENTS | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232523677 | PROVIDE LOW INCOME HOUSING | PA | 501(c)(3) | 9 | N/A |
| ALLIED JOSEPH MCDADE APARTMENTS | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232812023 | PROVIDE LOW INCOME HOUSING | PA | 501(c)(3) | 9 | N/A |
| ALLIED KEAR APARTMENTS | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232523678 | PROVIDE LOW INCOME HOUSING | PA | 501(c)(3) | 9 | N/A |
| ALLIED NORTHEAST APARTMENTS | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232523679 | PROVIDE LOW INCOME HOUSING | PA | 501(c)(3) | 9 | N/A |
| ALLIED SOUTHEAST APARTMENTS | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232523675 | PROVIDE LOW INCOME HOUSING | PA | 501(c)(3) | 9 | N/A |
| ALLIED SUMMIT APARTMENTS | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232523684 | PROVIDE LOW INCOME HOUSING | PA | 501(c)(3) | 9 | N/A |
| ALLIED SERVICES INSTITUTE OF REHABILITATION MEDICINE | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232523395 | PROVIDE REHABILITATIVE SERVICES | PA | 501(c)(3) | 3 | N/A |
| ALLIED SERVICES PERSONAL CARE INC | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232862231 | OPERATE A PERSONAL CARE FACILITY | PA | 501(c)(3) | 3 | N/A |
| ALLIED SERVICES SKILLED NURSING CENTER | |||||||||
| 100 ABINGTON EXECUTIVE PARK | CLARKS SUMMIT | PA | 18411 | 232523688 | OPERATE A SKILLED AND INTERMEDIATE NURSING FACILITY | PA | 501(c)(3) | 3 | N/A |
| THE BURNLEY WORKSHOP OF THE POCONOS INC | |||||||||
| 4219 MANOR DRIVE | STROUDSBURG | PA | 18360 | 231642528 | OPERATE A VOCATIONAL REHABILITATION FACILITY | PA | 501(c)(3) | 7 | N/A |
| RISK RETENTION GROUP | |||||||||
| 1327 ASHLEY RIVER ROAD BLDG C SUITE | Charleston | SC | 29407 | 201177431 | PROVIDE INSURANCE, CLAIMS DEFENSE, ADMINISTRATION & INDEMNITY TO AFFILIATES | SC | 501(c)(3) | 11C | N/A |
| 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 | 1 | 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 | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | 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 | 0 | OtherTransferFromOtherOrg |
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