PHOEBE SERVICES INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- PHOEBE SERVICES INC (EIN 23-2586359)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-16
- IRS object ID
- 201131369349303068
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-16T11:03:16-05:00 | 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 | 1869 CHARTER LANE STE 301 | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17601 | 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 | 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 | 2011-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Michael S Frey | Name |
| Phone | 7173935696 | 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 | 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 | 20626215 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| 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 TO 501(C)(3) ORGS THROUGH MANAGEMENT, PHARMACEUTICAL, AND PASTORAL CARE SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 15 | NbrIndependentVotingMembers |
| Total Nbr Employees | 115 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 3611316 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -98107 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 116985 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 160315 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 15950812 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 16286536 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 102210 | InvestmentIncomePriorYear |
| Investment Income Current Year | 97212 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 243 | OtherRevenuePriorYear |
| Other Revenue Current Year | 63853 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 16170250 | TotalRevenuePriorYear |
| Total Revenue Current Year | 16607916 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 43658 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 7360875 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8364929 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 9635312 | OtherExpensePriorYear |
| Other Expenses Current Year | 9769045 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16996187 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18177632 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -825937 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1569716 | RevenuesLessExpensesCY |
| Total Assets BOY | 43499118 | TotalAssetsBOY |
| Total Assets EOY | 41036787 | TotalAssetsEOY |
| Total Liabilities BOY | 46961567 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 46068952 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | -3462449 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | -5032165 | 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 | 5442058 | Expense |
| Grants | 43658 | Grants |
| Revenue | 6256507 | 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 | 9715092 | Expense |
| Grants | 0 | Grants |
| Revenue | 10030029 | Revenue |
| Description | THE PHOEBE SERVICES, INC PHARMACY SERVICED 2,975 INDIVIDUALS DURING THE YEAR ENDED JUNE 30, 2010. THE PHARMACY ALLOWS THE RESIDENTS OF THE VARIOUS PHOEBE MINISTRIES' RETIREMENT COMMUNITIES TO PURCHASE THEIR MEDICATIONS THAT REFLECT A FIXED INCOME BUDGET. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | THROUGH ITS PHARMACY, PHOEBE SERVICES PROVIDED SUPPORT OF THOSE IN NEED TO MANY OF THE PROGRAMS AND INDIVIDUALS IT SERVES. UNCOMPENSATED SERVICES (bad debt) TOTALED $23,712 IN 2010. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 15157150 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | 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 | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | 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 | 14 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 115 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 15 | 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 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 (24 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 | Institutional TrusteeInstitutionalTrustee |
|---|---|---|---|---|---|---|---|---|---|
| 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 | |||||||||
| VICE CHAIRPERSON | 2.00 | X | 0 | 0 | 0 | X | |||
| ALAN B MCFALL esq | |||||||||
| CHAIRPERSON | 2.00 | X | 0 | 0 | 0 | X | |||
| REV ALAN C MILLER | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| ROBERT MILLER | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| REV DR F RUSSELL MITMAN | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| REV DANIEL T MOSER II | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| 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/treasurer | 40.00 | X | 559210 | 0 | 33531 | X | |||
| PETER E FISHER MD MBA | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| DONALD A SEIBERT | |||||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | ||||
| WILLIAM J DAVIES | |||||||||
| EVP & COO | 40.00 | 367474 | 0 | 31005 | X | ||||
| LISA B FICHERA | |||||||||
| EVP ADMIN./HEALTH CARE SVC | 40.00 | 306271 | 0 | 13581 | X | ||||
| REVENA M ROSSI | |||||||||
| VP OF FINANCE | 40.00 | 170807 | 0 | 11428 | X | ||||
| CYNTHIA S RICHART | |||||||||
| DIR OF PHARM OPER | 40.00 | 156931 | 0 | 15379 | X | ||||
| sandra a massetti | |||||||||
| vp operations & support services | 40.00 | 169494 | 0 | 18477 | X | ||||
| MARCELLA M SCHICK | |||||||||
| VP INSTITUTIONAL ADV | 40.00 | 147003 | 0 | 14546 | X | ||||
| matthew yost | |||||||||
| pharmacy supervisor | 40.00 | 138954 | 0 | 16001 | X | ||||
| FOR SCH J PT IIF SEE SCH J PT III | |||||||||
| FOR EXPLANATION | 0.00 | X | 0 | 0 | 0 | X | X | X | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2016144 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 153948 | TotalOtherCompensation |
| Number Individuals GT100 K | 17 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| stevens & lee | |||||
| po box 679 | reading | PA | 196030679 | legal services | 344079 |
| mckonly & asbury llp | |||||
| 415 fallowfield road | camp hill | PA | 17011 | accounting consulting services | 196785 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Fundraising Events | 109335 | FundraisingEvents |
| All Other Contributions | 50980 | AllOtherContributions |
| Noncash Contributions | 7035 | NoncashContributions |
| Total Contributions | 160315 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PATIENT & RESIDENT SER | Description |
| Business Code | 446110 | BusinessCode |
| Total Revenue Column | 16286536 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12675220 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3611316 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 16286536 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 101794 | TotalRevenueColumn |
| Exclusion | $101,794 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 64324 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 64324 | 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) |
|---|---|---|
| Securities | 3903577 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 3908159 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -4582 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -4582 | TotalRevenueColumn |
| Exclusion | -$4,582 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 26000 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 109335 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 45816 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -19816 | TotalRevenueColumn |
| Exclusion | -$19,816 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| insurance COST REDUCTI | 446110 | 83638 | $83,638 |
| Miscellaneous income | 446110 | 31 | $31 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 83669 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 16607916 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12675220 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3611316 | UnrelatedBusinessRevenue |
| Exclusion | $161,065 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 43658 | Total |
| Program Services | 43658 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1945672 | Total |
| Program Services | 1468622 | ProgramServices |
| Management And General | 477050 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4678205 | Total |
| Program Services | 3503239 | ProgramServices |
| Management And General | 1174966 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 326305 | Total |
| Program Services | 230011 | ProgramServices |
| Management And General | 96294 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 979370 | Total |
| Program Services | 903304 | ProgramServices |
| Management And General | 76066 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 435377 | Total |
| Program Services | 325416 | ProgramServices |
| Management And General | 109961 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 395875 | Total |
| Program Services | 395875 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 57348 | Total |
| Program Services | 57348 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 749054 | Total |
| Program Services | 228294 | ProgramServices |
| Management And General | 520760 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 179081 | Total |
| Management And General | 179081 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7112216 | Total |
| Program Services | 6919559 | ProgramServices |
| Management And General | 192657 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 153885 | Total |
| Program Services | 153885 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 323636 | Total |
| Program Services | 307802 | ProgramServices |
| Management And General | 15834 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60723 | Total |
| Program Services | 21536 | ProgramServices |
| Management And General | 39187 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8617 | Total |
| Program Services | 8617 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 491066 | Total |
| Program Services | 491066 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58344 | Total |
| Program Services | 58344 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Miscellaneous | 110230 | 11068 | 99162 |
| Dues, memberships, and | 26205 | 5389 | 20816 |
| Bad Debt | 23712 | 23712 | |
| Licenses & taxes | 15049 | 405 | 14644 |
| UBI taxes | 4004 | 4004 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18177632 | Total |
| Program Services | 15157150 | ProgramServices |
| Management And General | 3020482 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14760 | BOY |
| EOY | 552 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1004543 | BOY |
| EOY | 901478 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 469310 | BOY |
| EOY | 492642 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1320862 | BOY |
| EOY | 1214902 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 9327215 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 5558819 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3222262 | BOY |
| EOY | 3768396 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5133464 | BOY |
| EOY | 4307813 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385334 | BOY |
| EOY | 468971 | 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 | 464053 | BOY |
| EOY | 427782 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 28984530 | BOY |
| EOY | 26954251 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43499118 | BOY |
| EOY | 41036787 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3150687 | BOY |
| EOY | 3463498 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 770 | BOY |
| EOY | 770 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34982550 | BOY |
| EOY | 33015473 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8827560 | BOY |
| EOY | 9589211 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46961567 | BOY |
| EOY | 46068952 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -3804918 | BOY |
| EOY | -5388585 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 334665 | BOY |
| EOY | 348616 | 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 | -3462449 | BOY |
| EOY | -5032165 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43499118 | BOY |
| EOY | 41036787 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 241988 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 232523 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 146511 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 116985 | CurrentTaxYearMinus1Year |
| Current Tax Year | 160315 | CurrentTaxYear |
| Total | 898322 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13126543 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15132744 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12749739 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12478535 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12675220 | CurrentTaxYear |
| Total | 66162781 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | 83638 | CurrentTaxYear |
| Total | 83638 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13368531 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15365267 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12896250 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12595520 | CurrentTaxYearMinus1Year |
| Current Tax Year | 12919173 | CurrentTaxYear |
| Total | 67144741 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 1700 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3160 | CurrentTaxYear |
| Total | 4860 | 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 Minus1 Year | 1700 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3160 | CurrentTaxYear |
| Total | 4860 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 67139881 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 307755 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 277558 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 238727 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 124522 | CurrentTaxYearMinus1Year |
| Current Tax Year | 101794 | CurrentTaxYear |
| Total | 1050356 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | 29588 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 27693 | CurrentTaxYearMinus1Year |
| Total | 57281 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 307755 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 277558 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 268315 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 152215 | CurrentTaxYearMinus1Year |
| Current Tax Year | 101794 | CurrentTaxYear |
| Total | 1107637 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 23239 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4944 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 12906 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 243 | CurrentTaxYearMinus1Year |
| Current Tax Year | 31 | CurrentTaxYear |
| Total | 41363 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13699525 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 15647769 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 13177471 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12747978 | CurrentTaxYearMinus1Year |
| Current Tax Year | 13020998 | CurrentTaxYear |
| Total | 68293741 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98310 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98090 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.01620 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.01760 | 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 | 1896812 | OtherCostOrOtherBasis |
| Depreciation | 1053130 | Depreciation |
| Book Value | 843682 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5488943 | OtherCostOrOtherBasis |
| Depreciation | 4505689 | Depreciation |
| Book Value | 983254 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1738173 | OtherCostOrOtherBasis |
| Book Value | 1738173 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3768396 | 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 affiliate | Description |
| Book Value | 26954251 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 26954251 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Forward Funding agreement | $442,621 |
| Due to affiliates | $8,955,610 |
| reserve for workmens comp | $190,980 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 9589211 | TotalOfAmounts |
| Total Revenue | 16607916 | TotalRevenue |
| Total Expenses | 18177632 | TotalExpenses |
| Excess Or Deficit For Year | -1569716 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | -1569716 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 16641000 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 7101 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 7101 | RevenueNotRptdF990 |
| Revenue Subtotal | 16633899 | RevenueSubtotal |
| Other Revenues Not Included | -25983 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -25983 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 16607916 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 18211000 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 7101 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 26502 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 33603 | ExpensesNotRptdF990 |
| Expenses Subtotal | 18177397 | ExpensesSubtotal |
| Other Expenses Not Included | 235 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 235 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18177632 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | The organization follows Financial Accounting Standard Board (FASB) accounting standard of accounting for uncertainty in income taxes. The standard clarifies the accounting for uncertainty in income taxes recognized in an Organization's financial statements and prescribes 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. The standard also provides guidance on de-recognition, classification, interest and penalties, and disclosure. Management has determined that the standard does not have a material impact on the financial statements. |
| Part XII, Line 4b - Other Adjustments: | RENTAL EXPENSES: -64324. insurance reimbursement: 83638. rounding adjustment: 519. fundraising event expense: -45816. | |
| Part XIII, Line 2d - Other Adjustments: | RENTAL EXPENSES: 64324. insurance reimbursement: -83638. fundraising event expense: 45816. | |
| Part XIII, Line 4b - Other Adjustments: | rounding adjustment: 235. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | golf tournament | NameOfEvent1 |
| Gross Receipts Event1 | 63060 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 44020 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 19040 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 1200 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 15990 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 4077 | OtherDirectExpensesEvent1 |
| Name Of Event2 | phoebe institute on aging benefit | NameOfEvent2 |
| Gross Receipts Event2 | 72275 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 65315 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 6960 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 14057 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 10492 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 135335 | GrossReceiptsTotal |
| Charitable Contributions Total | 109335 | CharitableContributionsTotal |
| Gross Revenue Total Events | 26000 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 1200 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 30047 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 14569 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 45816 | DirectExpenseSummaryEvents |
| Net Income Summary | -19816 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | Scholarships | TypeOfGrant |
| Number Of Recipients | 7 | NumberOfRecipients |
| Amount Of Cash Grant | 43658 | AmountOfCashGrant |
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: Human resources (HR) and institutional advancement (IA) work together on the distribution and management of scholarships supported by contributions. HR handles the initial scholarship request to determine the applicants' eligibility and willingness to comply with terms, primarily in regards to employment after graduation. HR then works with IA to identify available funds and if the need fulfills the original donor intent. After the scholarship is awarded, HR maintains records to ensure that the recipient is fulfilling their agreement for schooling and employment. If the individual fails to comply then HR will establish a repayment plan. | Explanation |
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 | 1 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 1 | 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 (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 | |||||||||||||
| 461729 | 0 | 93150 | 0 | 4331 | 0 | 15500 | 0 | 18031 | 0 | 592741 | 0 | 296371 | 0 |
| WILLIAM J DAVIES | |||||||||||||
| 303465 | 0 | 60750 | 0 | 3259 | 0 | 15500 | 0 | 15505 | 0 | 398479 | 0 | 199240 | 0 |
| LISA B FICHERA | |||||||||||||
| 263833 | 0 | 40000 | 0 | 2438 | 0 | 0 | 0 | 13581 | 0 | 319852 | 0 | 159926 | 0 |
| REVENA M ROSSI | |||||||||||||
| 146407 | 0 | 24400 | 0 | 0 | 0 | 0 | 0 | 11428 | 0 | 182235 | 0 | 91118 | 0 |
| CYNTHIA S RICHART | |||||||||||||
| 132431 | 0 | 24500 | 0 | 0 | 0 | 4412 | 0 | 10967 | 0 | 172310 | 0 | 86155 | 0 |
| sandra a massetti | |||||||||||||
| 144494 | 0 | 25000 | 0 | 0 | 0 | 11350 | 0 | 7127 | 0 | 187971 | 0 | 93986 | 0 |
| MARCELLA M SCHICK | |||||||||||||
| 125644 | 0 | 21359 | 0 | 0 | 0 | 0 | 0 | 14546 | 0 | 161549 | 0 | 80775 | 0 |
| matthew yost | |||||||||||||
| 138954 | 0 | 0 | 0 | 0 | 0 | 3661 | 0 | 12340 | 0 | 154955 | 0 | 77477 | 0 |
| FOR SCH J PT II(F) SEE SCH J PT III | |||||||||||||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | ||
Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part I, Line 5 | 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 AND FUNDRAISING AND OTHER REVENUE RELATED ACHIEVEMENTS. THERE ARE INCENTIVE LEVELS BASED UPON TITLE/ROLE IN THE ORGANIZATION. | |
| Part I, Line 6 | 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 AND FUNDRAISING AND OTHER REVENUE RELATED ACHIEVEMENTS. THERE ARE INCENTIVE LEVELS BASED UPON TITLE/ROLE IN THE ORGANIZATION. | |
| Part III | PART II, COLUMN F: AMOUNT REPRESENTS THE 6 MONTHS OF COMPENSATION WHICH WAS INCLUDED IN FORM 990, PART IX, IN FISCAL YEAR 2009. | Supplemental Information |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| 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 TAX RETURN IS REVIEWED BY THE AUDIT AND FINANCE COMMITTEE BEFORE BEING 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 ANALYSIS IS COMPLETED FOR OFFICERS AND KEY EMPLOYEES. INFORMATION IS COMPILED AND COMPARED WITH CURRENT INTERNAL AND EXTERNAL POSITION SALARY BENCHMARKS. BASED ON THIS ANALYSIS, COMPENSATION ADJUSTMENTS ARE PRESENTED TO THE COMPENSATION COMMITTEE AND COMPENSATION DECISIONS ARE IMPLEMENTED. ADDITIONALLY, NEW POSITIONS ARE ANALYZED AT THIS TIME. USING THE SAME COMPENSATION ANALYSIS PROCESS, NEW STARTING RANGES ARE DETERMINED, PRESENTED AND APPROVED BY THE COMPENSATION COMMITTEE. ADDITIONALLY, IN THE RARE CASE WHEN THE NEED FOR A NEW POSITION IS DETERMINED OUTSIDE OF THIS TIME PERIOD, THE SAME COMPENSATION BENCHMARKING AND ANALYSIS IS COMPLETED AND CONSIDERED FOR APPROVAL BY THE COMPENSATION COMMITTEE. | |
| Form 990, Part VI, Section C, line 19 | THE FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ORGANIZATION'S WEB SITE AND THE 990 IS POSTED TO THE WEB SITE GUIDESTAR.ORG. OTHER DOCUMENTS ARE NOT MADE AVAILABLE. | |
| form 990, page 12, part xi, 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. | |
| form 990 | Phoebe- Devitt Homes (dba Phoebe Ministries) is a Pennsylvania not-for-profit corporation, which exists to provide a continuum of residential, health, and community support services, and programs designed to meet the needs of seniors. A faith-based organization affiliated with the United Church of Christ, Phoebe has been in operation since 1903. Today, Phoebe serves more than 3,200 older adults throughout Phoebe's 16 communities. Phoebe's primary service area includes communities in Berks, Bucks, Lehigh, Montgomery, Northampton and Union counties. Phoebe's Charitable Care Benefit: - Phoebe provides the highest quality care to all residents, regardless of their ability to pay. - Over 54% of residents of Phoebe's nursing facilities are without personal means and are recipients of Medicaid funding. - In the past three audited fiscal years, Phoebe provided more than $20 million in charitable care. - In fiscal year 2010 alone, this included nearly $6.8 million in reimbursement shortfalls. - An additional $1.1 million was spent to support indigent residents in Phoebe's assisted living and limited income communities. Phoebe's Workforce Benefit: - Phoebe employed nearly 1,300 individuals whose total wages and benefits exceeded $55 million in Fiscal 10. - These 1,300 jobs create an additional 780 jobs in the Commonwealth(1) - Phoebe serves as a stable employer with good salaries, excellent benefits, and opportunities for ongoing growth and education within the health care profession. - For most positions, Phoebe maintains a rate of compensation at or above the 75th percentile(2) - Phoebe has low turnover of its caregivers (13.53%), as compared to industry benchmarks (27.65%), and Phoebe residents benefit from the resulting continuity of care. - Phoebe invests in the staff by partnering with educational institutions, like Penn State University, and providing scholarships and learning opportunities to help them climb the career ladder. Last year, more than $100,000 in scholarships and educational programs was provided for continuing education. Volunteerism at Phoebe: - Phoebe budgets nearly $210,000 per year for positions and expenses related directly to supporting our volunteer programs. - Phoebe works with more than 950 volunteers ranging in age from 21 to 93 providing opportunities for fellowship and service. - Phoebe welcomes nearly 110 young people to serve as junior volunteers every summer. The youth experience valuable exposure to careers in the health care industry and mentoring opportunities. - Every year Phoebe's volunteers contribute over 62,000 hours of service, a value of approximately $1,292,700 (3) directly benefiting the residents in Phoebe's care. - Phoebe works with local organizations to provide volunteer opportunities to underserved populations, such as developmentally disabled adults and at risk teenagers. - Volunteers at Phoebe enjoy tangible perks 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. It provides a rotation site for medical residents of area hospitals. - Phoebe's Clinical Pastoral Education (CPE) program has trained over 130 clergy, seminarians and qualified lay persons of all faiths in the art and skill of pastoral care. - Phoebe's long-term care communities support internship positions for students at area colleges in fields including social work, psychology, physical and occupational therapy, business, communications, nutrition, information technology and pharmacy. - The Phoebe Institute on Aging provides programs each year for professional caregivers of older adults across our region. - Programs on stroke prevention, safety, nutrition, medications, and life review are provided to community and church groups, as well as Phoebe's own residents. - Phoebe has partnered with the Center for Medicare and Medicaid Services, providing both facilities and counselors to educate Medicare beneficiaries across our region on Medicare Prescription Drug Benefit changes. - Support groups are offered at Phoebe's communities to benefit family members and others in the community with special needs. Pastoral Care - Phoebe employs one part-time and six full-time chaplains and recruits, trains and supervises more than 15 volunteer clergy and lay-people to serve pastoral care roles. - Phoebe annually budgets unreimbursed expenses of $465,000 to support this ministry. - Ecumenical worship, spiritual assessments, life review, poetry therapy, counseling, bereavement and spiritual support groups, funerals and memorial services are provided. - A program of end-of-life care known as the Abider's Ministry trains individuals to provide a spiritual presence to persons who are actively dying. Abiders sit at the bedside of a dying person reading scripture or poetry, offering prayer, playing soft music, or simply holding the dying person's hand. A three session training program is offered. - Phoebe's chaplains coordinate the work of ethics committees on Phoebe's campuses. The Ethics Committees provide education, consultation, and support to residents and families who are facing difficult health care decisions. - Phoebe chaplains share their expertise with local congregations, agencies, senior centers and other community groups through conferences and community presentations. Other Economic Benefit: - Phoebe's annual budget for Fiscal 10 was $2.0 million. - In Fiscal 2010, Phoebe paid taxes and payments in lieu of taxes to local municipalities in excess of $1.3 million. - As a not-for-profit organization, Phoebe reinvests all revenues over expenses in ways that will come back to benefit its residents. - Capital and construction expenditures for the past year totaled $12.0 million. 1) according to calculations provided by the Pennsylvania Association of Nonprofit Organizations (PANO). 2) as determined by a PANPHA survey. 3) according to the Independent Sector. | phoebe ministries narrative |
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 | Direct Controlling Entity NADirectControllingEntityNA | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|
| PHOEBE APARTMENTS INC | |||||||||
| 1901 LINDEN ST | ALLENTOWN | PA | 18104 | 231674396 | HUD HOUSING | PA | 501(C)(4) | N/A | |
| PHOEBE HOME INC | |||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 232302675 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | N/A | 9 |
| PHOEBE BERKS HEALTH CARE CENTER INC | |||||||||
| ONE HEIDELBERG DR | WERNERSVILLE | PA | 19565 | 232560952 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | N/A | 9 |
| PHOEBE HOUSING INC | |||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 232821149 | ADMINISTRATIVE | PA | 501(C)(3) | N/A | 9 |
| PHOEBE RICHLAND HEALTH CARE CENTER INC | |||||||||
| 108 S MAIN ST | RICHLANDTOWN | PA | 18955 | 233045622 | SKILLED NURSING FACILITY | PA | 501(C)(3) | N/A | 9 |
| phoebe-devitt homes | |||||||||
| 1925 TURNER ST | allENTOWN | PA | 18104 | 231396838 | administrative/fundraising | PA | 501(C)(3) | N/A | 7 |
| wyncote church home inc | |||||||||
| 208 FERNBROOK AVE | WYNCOTE | PA | 19095 | 231352525 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(C)(3) | N/A | 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 | 83638 | ShareOfTotalIncome |
| Share Of EOY Assets | 742856 | 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 | 0 | 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 | 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
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