2011-05-16T11:03:16-05:00 2010-06-30 PARENTEBEARD LLC 1869 CHARTER LANE STE 301 LANCASTER PA 17601 990 2009-07-01 232586359 PHOEBE SERVICES INC PHOE 6107945142 1925 TURNER STREET ALLENTOWN PA 18104 scott r setvenson 6107945142 2011-05-09 1 Michael S Frey 7173935696 2009 2016-02-24 21:20:13Z SCOTT R STEVENSON 1925 TURNER STREET ALLENTOWN PA 18104 20626215 0 X WWW.PHOEBE.ORG X 1989 PA PROVIDE TO 501(C)(3) ORGS THROUGH MANAGEMENT, PHARMACEUTICAL, AND PASTORAL CARE SERVICES. 16 15 115 0 3611316 -98107 116985 160315 15950812 16286536 102210 97212 243 63853 16170250 16607916 43658 0 7360875 8364929 0 0 9635312 9769045 16996187 18177632 -825937 -1569716 43499118 41036787 46961567 46068952 -3462449 -5032165 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". 0 0 5442058 43658 6256507 MANAGEMENT SERVICES FOR RELATED 501(C)(3) ORGANIZATIONS TO ASSIST IN THE ORGANIZATIONS' MISSION TO SERVE THE AGING COMMUNITY, INCLUDING COMMUNICATIONS AND PASTORAL CARE. 9715092 0 10030029 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. 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. 15157150 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 1 115 1 1 1 0 0 0 0 0 0 0 0 16 15 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X Revena Rossi vp of finance 6107945012 1925 Turner Street Allentown PA 18104 ROBERT BERTOLETTE 2.00 X 0 0 0 REV DR DAVID H DEREMER 2.00 X 0 0 0 MARTHA C DODGE 2.00 X X 0 0 0 ALAN B MCFALL esq 2.00 X X 0 0 0 REV ALAN C MILLER 2.00 X 0 0 0 ROBERT MILLER 2.00 X 0 0 0 REV DR F RUSSELL MITMAN 2.00 X 0 0 0 REV DANIEL T MOSER II 2.00 X 0 0 0 BRIAN R OTT ESQ 2.00 X 0 0 0 ronald l rider 2.00 X 0 0 0 MITCHELL G POSSINGER 2.00 X 0 0 0 DR DEBORAH A SIEGER 2.00 X 0 0 0 CHARLES WILLIAMS 2.00 X 0 0 0 SCOTT R STEVENSON 40.00 X X 559210 0 33531 PETER E FISHER MD MBA 2.00 X 0 0 0 DONALD A SEIBERT 2.00 X 0 0 0 WILLIAM J DAVIES 40.00 X 367474 0 31005 LISA B FICHERA 40.00 X 306271 0 13581 REVENA M ROSSI 40.00 X 170807 0 11428 CYNTHIA S RICHART 40.00 X 156931 0 15379 sandra a massetti 40.00 X 169494 0 18477 MARCELLA M SCHICK 40.00 X 147003 0 14546 matthew yost 40.00 X 138954 0 16001 FOR SCH J PT IIF SEE SCH J PT III 0.00 X X X X X 0 0 0 2016144 0 153948 17 0 1 0 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 2 109335 50980 7035 160315 PATIENT & RESIDENT SER 446110 16286536 12675220 3611316 16286536 101794 101794 64324 64324 0 0 3903577 3908159 -4582 -4582 -4582 26000 109335 45816 -19816 -19816 insurance COST REDUCTI 446110 83638 83638 Miscellaneous income 446110 31 31 83669 16607916 12675220 3611316 161065 43658 43658 1945672 1468622 477050 4678205 3503239 1174966 326305 230011 96294 979370 903304 76066 435377 325416 109961 395875 395875 57348 57348 749054 228294 520760 179081 179081 7112216 6919559 192657 153885 153885 323636 307802 15834 60723 21536 39187 8617 8617 491066 491066 58344 58344 Miscellaneous 110230 11068 99162 Dues, memberships, and 26205 5389 20816 Bad Debt 23712 23712 Licenses & taxes 15049 405 14644 UBI taxes 4004 4004 18177632 15157150 3020482 0 14760 552 1004543 901478 469310 492642 1320862 1214902 9327215 5558819 3222262 3768396 5133464 4307813 385334 468971 2500000 2500000 464053 427782 28984530 26954251 43499118 41036787 3150687 3463498 770 770 34982550 33015473 8827560 9589211 46961567 46068952 X -3804918 -5388585 334665 348616 7804 7804 -3462449 -5032165 43499118 41036787 X 0 1 1 X 0 X 241988 232523 146511 116985 160315 898322 13126543 15132744 12749739 12478535 12675220 66162781 83638 83638 13368531 15365267 12896250 12595520 12919173 67144741 1700 3160 4860 0 1700 3160 4860 67139881 307755 277558 238727 124522 101794 1050356 29588 27693 57281 307755 277558 268315 152215 101794 1107637 23239 4944 12906 243 31 41363 13699525 15647769 13177471 12747978 13020998 68293741 0.98310 0.98090 0.01620 0.01760 X Schedule A, Part II, Line 12, Explanation of Other Income: OTHER RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 203287 203287 1896812 1053130 843682 5488943 4505689 983254 1738173 1738173 3768396 investment in affiliates 2500000 C 2500000 Due from affiliate 26954251 26954251 Forward Funding agreement 442621 Due to affiliates 8955610 reserve for workmens comp 190980 9589211 16607916 18177632 -1569716 0 -1569716 16641000 7101 7101 16633899 -25983 -25983 16607916 18211000 7101 26502 33603 18177397 235 235 18177632 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. golf tournament 63060 44020 19040 1200 15990 4077 phoebe institute on aging benefit 72275 65315 6960 14057 10492 135335 109335 26000 1200 30047 14569 45816 -19816 1 Scholarships 7 43658 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: 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. X X X 0 0 0 1 0 1 0 0 0 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 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. Supplemental Information 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. 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 ministries narrative 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 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) 9 N/A PHOEBE BERKS HEALTH CARE CENTER INC ONE HEIDELBERG DR WERNERSVILLE PA 19565 232560952 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) 9 N/A PHOEBE HOUSING INC 1925 TURNER ST ALLENTOWN PA 18104 232821149 ADMINISTRATIVE PA 501(C)(3) 9 N/A PHOEBE RICHLAND HEALTH CARE CENTER INC 108 S MAIN ST RICHLANDTOWN PA 18955 233045622 SKILLED NURSING FACILITY PA 501(C)(3) 9 N/A phoebe-devitt homes 1925 TURNER ST allENTOWN PA 18104 231396838 administrative/fundraising PA 501(C)(3) 7 N/A wyncote church home inc 208 FERNBROOK AVE WYNCOTE PA 19095 231352525 CONTINUING CARE RETIREMENT COMMUNITY PA 501(C)(3) 9 N/A phoeBe reciprocal risk retention group 177 meeting st ste 470 charleston SC 29401 200972649 insurance related SC N/A C 83638 742856 0.18060 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 1 1