PHOEBE RICHLAND HEALTH CARE CENTER: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PHOEBE RICHLAND HEALTH CARE CENTER (EIN 23-3045622)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-14
- IRS object ID
- 202441359349310874
- Schema version
- 2022v5.0
- 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 C
- Schedule D
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T15:30:31+00:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Baker Tilly US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1570 Fruitville Pike Suite 400 | AddressLine1Txt |
| City | Lancaster | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233045622 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOEBE RICHLAND HEALTH CARE CENTER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHOE | BusinessNameControlTxt |
| Phone | 6107945142 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 TURNER STREET | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Thomas Baer | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | BAER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kerri N Bogda CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCOTT R STEVENSON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 TURNER STREET | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,822,268 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.phoebe.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTHCARE, CULTURAL AND RECREATIONAL ACTIVITIES, AND ROOM AND BOARD FOR RESIDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 278 | TotalEmployeeCnt |
| Total Volunteers | 107 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,850,401 | PYContributionsGrantsAmt |
| CY Contributions Grants | $670,603 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $17,316,815 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $19,883,741 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,460,621 | PYInvestmentIncomeAmt |
| CY Investment Income | $141,693 | CYInvestmentIncomeAmt |
| PY Other Revenue | $221,584 | PYOtherRevenueAmt |
| CY Other Revenue | $4,568 | CYOtherRevenueAmt |
| PY Total Revenue | $20,849,421 | PYTotalRevenueAmt |
| CY Total Revenue | $20,700,605 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $43 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,984,095 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $10,981,748 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,014,976 | PYOtherExpensesAmt |
| CY Other Expenses | $11,924,310 | CYOtherExpensesAmt |
| PY Total Expenses | $19,999,114 | PYTotalExpensesAmt |
| CY Total Expenses | $22,906,058 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $850,307 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,205,453 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $51,408,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $104,537,009 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $45,436,767 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $98,691,378 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,971,730 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,845,631 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PHOEBE RICHLAND HEALTH CARE CENTER IS AN AFFILIATED ENTITY OF PHOEBE MINISTRIES. ITS MISSION ADHERES TO THE PHOEBE MINISTRIES' MISSION: "A COMMUNITY OF FAITH, CALLED BY GOD, TO ENRICH THE LIVES OF OUR SENIORS, THEIR FAMILIES, AND THE COMMUNITIES WE SERVE." | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $19,389,068 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $19,883,741 | RevenueAmt |
| Desc | 1) SKILLED NURSING - PHOEBE RICHLAND PROVIDES QUALITY NURSING CARE IN ACOMFORTABLE HEALTH CARE CENTER. THE PHOEBE RICHLAND SKILLED NURSING PROGRAM SERVED 411 INDIVIDUALS FOR THE YEAR ENDED JUNE 30, 2023. THEY HAD 38,733 SKILLED NURSING CARE CENSUS DAYS DURING THAT TIME, WHICH WAS APPROXIMATELY 80.78% OCCUPANCY. ADDITIONALLY, 141,941 NURSING CARE HOURS WERE DEVOTED TO ACCOMPLISHING THIS PROGRAM SERVICE. 2) PERSONAL CARE - PHOEBE RICHLAND PROVIDES INTERMEDIATE LEVELS OF CARE WHEN INDIVIDUALS NEED HELP WITH SOME ACTIVITIES OF DAILY LIVING BUT DO NOT REQUIRE 24 HOUR SKILLED NURSING CARE. THE RICHLAND PERSONAL CARE PROGRAM SERVED 115 INDIVIDUALS FOR THE YEAR ENDED JUNE 30, 2023. THEY HAD 27,574 PERSONAL CARE CENSUS DAYS DURING THAT TIME, WHICH WAS APPROXIMATELY 94.17% OCCUPANCY. ADDITIONALLY, 9,378 NURSING CARE HOURS WERE DEVOTED TO ACCOMPLISHING THIS PROGRAM SERVICE. 3) INDEPENDENT LIVING - PHOEBE RICHLAND PROVIDES COMPREHENSIVE, INDEPENDENT LIVING SERVICES FOR AGING PEOPLE. THE PHOEBE RICHLAND INDEPENDENT LIVING PROGRAM SERVED 2 INDIVIDUALS FOR THE YEAR ENDED JUNE 30, 2023. THEY OPERATED AT APPROXIMATELY 100% OCCUPANCY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PHOEBE RICHLAND PROVIDED CHARITY CARE, SUBSIDIES, AND OTHER SUPPORT OF THOSE IN NEED TO MANY OF THE PROGRAMS AND INDIVIDUALS IT SERVES. UNCOMPENSATED CARE TOTALED $4,140,953 IN FY2023, INCLUDING SERVICES PROVIDED TO MEDICAID RESIDENTS WHOSE COSTS EXCEEDED MEDICAID REIMBURSEMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $19,389,068 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | Yes (true) | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 54 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 278 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Michael Pfleegor exec dirfinance | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6107945028 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 TURNER ST | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| JOHN T LAWTON | ||||||||||
| TREASURER (UNTIL 01/01/23) | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| KENNETH R CHARETTE ESQ | ||||||||||
| TREASURER (AS OF 01/01/23) | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| REV DR HILARY J BARRETT | ||||||||||
| CHAIRPERSON | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT BERTOLETTE | ||||||||||
| SECRETARY | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| SCOTT R STEVENSON | ||||||||||
| PRESIDENT/CEO | 40.0 | 0.0 | Yes (X) | Yes (X) | $0 | $790,121 | $37,732 | |||
| WILLIAM C HACKER | ||||||||||
| VICE CHAIRPERSON | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| CARMEN A BELL | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DEBBIE MERRILL | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DONNA WRIGHT | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EMMETT LIEN | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOSHUA A SLOAN | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| NICK TRANGUCH | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV DANIEL T MOSER II | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV DR BONNIE BATES | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV DR CARRIE CALL | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV DR DAVID CHARLES SMITH | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| REV WILLIAM PAUL WORLEY | ||||||||||
| BOARD MEMBER | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Richards | ||||||||||
| COO | 40.0 | 0.0 | Yes (X) | $0 | $351,542 | $28,637 | ||||
| THOMAS BAER | ||||||||||
| CFO | 40.0 | 0.0 | Yes (X) | $0 | $210,268 | $12,794 | ||||
| AMANDA LAPORTE | ||||||||||
| EXECUTIVE DIRECTOR | 40.0 | 0 | $163,128 | $0 | $8,881 | Yes (X) | ||||
| BERLINE JASMIN-JOSEPH | ||||||||||
| CERTIFIED NURSING ASSISTANT | 40.0 | 0 | $130,488 | $0 | $11,154 | Yes (X) | ||||
| BRITTANY SNYDER CORRELL | ||||||||||
| LIC PRACTICAL NURSE | 40.0 | 0 | $145,548 | $0 | $15,076 | Yes (X) | ||||
| LAURA ALVAREZ | ||||||||||
| RN CHARGE NURSE | 40.0 | 0 | $134,998 | $0 | $14,846 | Yes (X) | ||||
| RACHEL GULLETT | ||||||||||
| NURSING DIRECTOR | 40.0 | 0 | $147,323 | $0 | $8,585 | Yes (X) | ||||
| LISA FICHERA | ||||||||||
| FORMER COO | 40.0 | 0.0 | $0 | $287,360 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $721,485 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,639,291 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $137,705 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WOHLSEN CONSTRUCTION COMPANY | ||||||
| 548 STEEL WAY | PO BOX 7066 | LANCASTER | PA | 17601 | CONSTRUCTION SERVICES | $4,866,623 |
| TRUSTHOUSE SERVICES GROUP INC | ||||||
| PO BOX 743676 | ATLANTA | GA | 30360 | Dietary Services | $1,683,942 | |
| ARAMARK HEALTHCARE SUPPORT SER | ||||||
| 1101 MARKET ST | PHILADELPHIA | PA | 19107 | Healthcare Support | $991,162 | |
| CREATING RESULTS LLC | ||||||
| 14000 CROWN CT STE 211 | WOODBRIDGE | VA | 22193 | Marketing SERVICES | $406,594 | |
| RLPS ARCHITECTS LLP | ||||||
| 250 VALLEYBROOK DR | LANCASTER | PA | 17601 | Architectural Services | $323,019 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $614,474 | GovernmentGrantsAmt |
| All Other Contributions | $56,129 | AllOtherContributionsAmt |
| Total Contributions | $670,603 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RESIDENT REVENUE | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $19,883,741 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,883,741 | RelatedOrExemptFuncIncomeAmt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $19,883,741 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,693 | TotalRevenueColumnAmt |
| Exclusion | $141,693 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,026 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $121,663 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$52,637 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$52,637 | TotalRevenueColumnAmt |
| Exclusion | -$52,637 | ExclusionAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| GIFT SHOP | 623000 | $2,459 | $2,459 |
| INSURANCE REIMBURSEMENT | 623000 | $48,458 | $48,458 |
| BEAUTY SHOP | 623000 | $3,722 | $3,722 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,566 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,566 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $57,205 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,700,605 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $19,883,741 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $146,261 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,688 | TotalAmt |
| Program Services | $194,688 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,285,102 | TotalAmt |
| Program Services | $7,222,270 | ProgramServicesAmt |
| Management And General | $1,062,832 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,651 | TotalAmt |
| Program Services | $171,424 | ProgramServicesAmt |
| Management And General | $25,227 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,687,088 | TotalAmt |
| Program Services | $1,469,494 | ProgramServicesAmt |
| Management And General | $217,594 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $618,219 | TotalAmt |
| Program Services | $538,583 | ProgramServicesAmt |
| Management And General | $79,636 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,304,714 | TotalAmt |
| Management And General | $1,304,714 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,316 | TotalAmt |
| Management And General | $4,316 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,883 | TotalAmt |
| Management And General | $36,883 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,154 | TotalAmt |
| Management And General | $1,154 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,376,651 | TotalAmt |
| Program Services | $5,321,197 | ProgramServicesAmt |
| Management And General | $55,454 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,893 | TotalAmt |
| Management And General | $587,893 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $331,852 | TotalAmt |
| Program Services | $304,094 | ProgramServicesAmt |
| Management And General | $27,758 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,085 | TotalAmt |
| Program Services | $420 | ProgramServicesAmt |
| Management And General | $58,665 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,275 | TotalAmt |
| Program Services | $395,275 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,494 | TotalAmt |
| Management And General | $2,494 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $698,077 | TotalAmt |
| Program Services | $698,077 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,377,782 | TotalAmt |
| Program Services | $1,377,782 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,898 | TotalAmt |
| Program Services | $219,898 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $569,645 | $569,645 | |
| LICENSES AND TAXES | $391,550 | $387,988 | $3,562 |
| BAD DEBT | $509,530 | $509,530 | |
| SPECIAL EVENTS | $13,627 | $4,737 | $8,890 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,884 | TotalAmt |
| Program Services | $3,966 | ProgramServicesAmt |
| Management And General | $39,918 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,906,058 | TotalAmt |
| Program Services | $19,389,068 | ProgramServicesAmt |
| Management And General | $3,516,990 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $790,524 | BOYAmt |
| EOY | $1,723,884 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,139,539 | BOYAmt |
| EOY | $1,418,972 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $141,500 | BOYAmt |
| EOY | $141,500 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,976 | BOYAmt |
| EOY | $79,236 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $103,455,764 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,362,760 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,164,981 | BOYAmt |
| EOY | $88,093,004 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,504 | BOYAmt |
| EOY | -$155,585 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,101 | BOYAmt |
| EOY | $568,559 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,918,372 | BOYAmt |
| EOY | $12,667,439 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,408,497 | BOYAmt |
| EOY | $104,537,009 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,451,111 | BOYAmt |
| EOY | $3,110,952 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,886,027 | BOYAmt |
| EOY | $10,409,958 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,230,475 | BOYAmt |
| EOY | $16,584,543 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,465 | BOYAmt |
| EOY | $107,223 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,519,342 | BOYAmt |
| EOY | $62,358,021 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,248,347 | BOYAmt |
| EOY | $6,120,681 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,436,767 | BOYAmt |
| EOY | $98,691,378 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,971,730 | BOYAmt |
| EOY | $5,845,631 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,971,730 | BOYAmt |
| EOY | $5,845,631 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,408,497 | BOYAmt |
| EOY | $104,537,009 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,205,453 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $2,079,354 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $99,288 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $322,904 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,608,480 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,850,401 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $670,603 | CurrentTaxYearAmt |
| Total | $4,551,676 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,497,570 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,996,046 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,909,794 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,316,815 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,883,741 | CurrentTaxYearAmt |
| Total | $95,603,966 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,628 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $32,010 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,888 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,722 | CurrentTaxYearAmt |
| Total | $94,764 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,642,486 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,350,960 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,527,162 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,171,732 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,558,066 | CurrentTaxYearAmt |
| Total | $100,250,406 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30 | CurrentTaxYearAmt |
| Total | $180 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $100 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $30 | CurrentTaxYearAmt |
| Total | $180 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $100,250,226 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,658 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $210,719 | CurrentTaxYearAmt |
| Total | $661,942 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $95,087 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,002 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $155,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $81,658 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $210,719 | CurrentTaxYearAmt |
| Total | $661,942 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $57,316 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,514 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $53,419 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $237,701 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $53,483 | CurrentTaxYearAmt |
| Total | $413,433 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,794,889 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,481,476 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $20,736,057 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,491,091 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,822,268 | CurrentTaxYearAmt |
| Total | $101,325,781 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.9894 | PublicSupportCY509Pct |
| Public Support PY509 | 0.9912 | PublicSupportPY509Pct |
| Investment Income CY | 0.01 | InvestmentIncomeCYPct |
| Investment Income PY | 0.0049 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part III, Line 12 Other Income | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION - OTHER, COLUMN A - 4015.0, COLUMN B - 4215.0, COLUMN C - 1374.0, COLUMN D - 5088.0, COLUMN E - 1187.0, COLUMN F - 15879.0; DESCRIPTION - INSURANCE COST REDUCTION, COLUMN A - 46774.0, COLUMN B - 1775.0, COLUMN C - 48557.0, COLUMN D - , COLUMN E - 48458.0, COLUMN F - 145564.0; DESCRIPTION - VENDING MACHINES, COLUMN A - 2068.0, COLUMN B - 1547.0, COLUMN C - 723.0, COLUMN D - 1267.0, COLUMN E - 1379.0, COLUMN F - 6984.0; DESCRIPTION - GIFT SHOP, COLUMN A - 1369.0, COLUMN B - 3977.0, COLUMN C - 2765.0, COLUMN D - 2176.0, COLUMN E - 2459.0, COLUMN F - 12746.0; DESCRIPTION - HOUSEKEEPING, COLUMN A - 3090.0, COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 3090.0; DESCRIPTION - BAD DEBT RECOVERY, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - 229170.0, COLUMN E - , COLUMN F - 229170.0; | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $1,154 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $1,154 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | PHOEBE RICHLAND HEALTH CARE CENTER PAYS DUES TO LEADINGAGE AND LEADINGAGE PA. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS IS ALLOCABLE TO LOBBYING EXPENSES. THE TOTAL AMOUNT OF DUES PAID BY PHOEBE RICHLAND THAT IS ALLOCABLE TO LOBBYING IS $1,154. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,775,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,775,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,863,366 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,577,860 | DepreciationAmt |
| Book Value | $15,285,506 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,185,778 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,784,900 | DepreciationAmt |
| Book Value | $400,878 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,631,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $70,631,620 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $88,093,004 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RESIDENT SAVINGS AND TRUSTS | $108,557 |
| DUE FROM RELATED PARTIES | $10,706,703 |
| INTEREST RATE SWAP | $1,852,179 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $12,667,439 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| INVESTMENT IN AFFILIATE | $2,582,368 |
| DUE TO AFFILIATE | $3,391,568 |
| RESERVE FOR WORKMANS COMP | $146,745 |
| INTEREST RATE SWAP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,120,681 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $22,853,000 | TotalRevEtcAuditedFinclStmtAmt |
| Other Revenue | $2,079,354 | OtherRevenueAmt |
| Revenue Not Reported | $2,079,354 | RevenueNotReportedAmt |
| Revenue Subtotal | $20,773,646 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$73,041 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$73,041 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $20,700,605 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,979,000 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $73,205 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $73,205 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,905,795 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $263 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $263 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,906,058 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | WHEN A RESIDENT ESTABLISHES A RESIDENT FUND MANAGEMENT SERVICE ACCOUNT, HE OR SHE AUTHORIZES PHOEBE RICHLAND TO ESTABLISH AND MANAGE AN FDIC INSURED INTEREST BEARING RESIDENT FUND OR BURIAL ACCOUNT. THE RESIDENT UNDERSTANDS THAT HE OR SHE MAY HAVE RECURRING CHECKS DEPOSITED DIRECTLY INTO THE ACCOUNT AND THAT HE OR SHE MAY MAKE DEPOSITS TO AND WITHDRAWALS FROM THE ACCOUNT. THE RESIDENT RECEIVES A QUARTERLY STATEMENT OF ACCOUNT. IN THE EVENT OF A RESIDENT'S DEATH, ANY FUNDS OWED OR ADVANCED TO THE RESIDENT BY PHOEBE RICHLAND PRIOR TO DEATH ARE PAID TO PHOEBE RICHLAND WITH ANY REMAINING BALANCE IN THE ACCOUNT BECOMING A PART OF THE RESIDENT'S ESTATE. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS - 2079354 |
| Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements | REntal expenses - -121663 INSURANCE REIMBURSMENT - 48458 ROUNDING ADJUSTMENT - 164 |
| Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 | RENTAL EXPENSES - 121663 INSURANCE REIMBURSEMENT - -48458 |
| Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements | ROUNDING ADJUSTMENT - 263 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SCOTT R STEVENSON | ||||||||||||||
| PRESIDENT/CEO | $0 | $424,895 | $0 | $64,742 | $0 | $300,484 | $0 | $20,500 | $0 | $17,232 | $0 | $827,853 | $0 | $58,813 |
| LISA FICHERA | ||||||||||||||
| FORMER COO | $0 | $0 | $0 | $0 | $0 | $287,360 | $0 | $0 | $0 | $0 | $0 | $287,360 | $0 | $0 |
| Robert Richards | ||||||||||||||
| COO | $0 | $274,807 | $0 | $27,500 | $0 | $49,235 | $0 | $20,500 | $0 | $8,137 | $0 | $380,179 | $0 | $0 |
| THOMAS BAER | ||||||||||||||
| CFO | $0 | $164,535 | $0 | $17,500 | $0 | $28,233 | $0 | $0 | $0 | $12,794 | $0 | $223,062 | $0 | $0 |
| AMANDA LAPORTE | ||||||||||||||
| EXECUTIVE DIRECTOR | $127,712 | $0 | $13,500 | $0 | $21,916 | $0 | $0 | $0 | $8,881 | $0 | $172,009 | $0 | $0 | $0 |
| RACHEL GULLETT | ||||||||||||||
| NURSING DIRECTOR | $133,284 | $0 | $13,900 | $0 | $139 | $0 | $4,468 | $0 | $4,117 | $0 | $155,908 | $0 | $0 | $0 |
| BRITTANY SNYDER CORRELL | ||||||||||||||
| LIC PRACTICAL NURSE | $145,348 | $0 | $200 | $0 | $0 | $0 | $4,492 | $0 | $10,584 | $0 | $160,624 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation | ALL OFFICERS ARE COMPENSATED BY THE RELATED AFFILIATE, PHOEBE SERVICES (EIN 23-2586359). THESE METHODS INCLUDE THE USE OF A BOARD-LEVEL COMPENSATION COMMITTEE, COMPENSATION SURVEYS USING COMPARABLE DATA FROM OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | Lisa Fichera, Former COO, received compensation from her accrued paid time off following her retirement on December 31, 2021. She received $287,360 related to this payout during calendar year 2022. |
| Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | SCOTT STEVENSON AND ROBERT RICHARDS PARTICIPATE IN A NON QUALIFIED RETIREMENT PLAN. PHOEBE MINISTRIES CONTRIBUTED $20,500 TO EACH EXECUTIVE'S PLAN DURING THE YEAR. SCOTT STEVENSON ALSO RECEIVED A DISTRIBUTION FROM THE PLAN DURING THE YEAR IN THE AMOUNT OF $58,813. |
| Schedule J, Part I, Line 7 Non-fixed payments | 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 CASH ON HAND MEASUREMENTS, OPERATING MARGIN ACHIEVEMENTS, AND ANNUAL PERFORMANCE APPRAISALS. THERE ARE INCENTIVE LEVELS BASED UPON TITLE/ROLE IN THE ORGANIZATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|
| THE BOROUGH OF LANGHORNE MANOR HIGHER EDUCATION AND HEALTH AUTHORITY | ||||||
| A | 2014-04-09 | $18,249,000 | REFUNDING OF SERIES 2003 AND CONSTRUCTION | false | false | false |
| LEHIGH COUNTY GENERAL PURPOSE AUTHORITY | ||||||
| B | 2022-04-26 | $69,443,259 | CURRENT REFUNDING TAXABLE BONDS AND CAPITAL PROJECTS | false | false | false |
| LEHIGH COUNTY GENERAL PURPOSE AUTHORITY | ||||||
| C | 2022-04-26 | $16,000,000 | CURRENT REFUNDING TAXABLE BONDS AND CAPITAL PROJECTS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | UnspentUnspentAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,438,000 | $18,249,000 | $15,668,377 | $2,559,960 | 2016 | Yes (true) | false | Yes (true) | Yes (true) | ||
| B | $69,443,259 | 2023 | false | Yes (true) | false | Yes (true) | $19,083 | $69,424,176 | |||
| C | $16,000,000 | $1,671,146 | $13,470,832 | 2023 | false | Yes (true) | Yes (true) | Yes (true) | $858,022 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| B | false | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
| C | false | false | Yes (true) | Yes (true) | false | 0.0 | 0.0 | 0.0 | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CITIZENS BANK OF PA | ||||||||||||
| A | false | false | Yes (true) | false | Yes (true) | Yes (true) | 1.0 | false | false | false | false | Yes (true) |
| TRUIST BANK | ||||||||||||
| B | false | Yes (true) | false | false | Yes (true) | Yes (true) | 14.0 | false | false | false | false | Yes (true) |
| TRUIST BANK | ||||||||||||
| C | false | Yes (true) | false | false | Yes (true) | Yes (true) | 14.0 | false | false | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part I, Column (b) | FormAndLineReferenceDesc |
| Explanation | THE 2002 LEHIGH COUNTRY GENERAL PURPOSE AUTHORITY SERIES A TAX-EXEMPT BOND WAS ISSUED JOINTLY WITH PHOEBE BERKS HEALTH CARE CENTER, INC. (EIN 23-2560952). THIS IS A RELATED TAX-EXEMPT ORGANIZATION. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | mitch possinger | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Former board member of phoebe and officer of Trusthouse Services Group | RelationshipDescriptionTxt |
| Transaction | $2,381,551 | TransactionAmt |
| Transaction | PAYMENTS FOR FOOD SERVICES PROVIDED BY VENDOR. ALL TRANSACTIONS ARE AT ARM'S LENGTH. | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ including grants of $) PHOEBE RICHLAND PROVIDED CHARITY CARE, SUBSIDIES, AND OTHER SUPPORT OF THOSE IN NEED TO MANY OF THE PROGRAMS AND INDIVIDUALS IT SERVES. UNCOMPENSATED CARE TOTALED $4,140,953 IN FY2023, INCLUDING SERVICES PROVIDED TO MEDICAID RESIDENTS WHOSE COSTS EXCEEDED MEDICAID REIMBURSEMENT. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | PHOEBE-DEVITT HOMES IS THE SOLE MEMBER OF PHOEBE RICHLAND HEALTH CARE CENTER. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | 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, Line 11b Review of form 990 by governing body | 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 RETURN IS MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. ONCE THIS PROCESS IS COMPLETE, THE RETURN IS FILED. |
| Form 990, Part VI, Line 12c Conflict of interest policy | ANY NEW EMPLOYEE OR BOARD MEMBER 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. ACKNOWLEDGEMENT STATEMENTS INCLUDE LANGUAGE REGARDING FAMILY AND BUSINESS RELATIONSHIPS AS SOURCES OF POSSIBLE 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, HE OR SHE WOULD ABSTAIN FROM ANY VOTES THAT WERE IN THE AREA OF THE CONFLICT. ALL DOCUMENTS ARE MAINTAINED IN THE OFFICE OF THE COMPLIANCE OFFICER. |
| Form 990, Part VI, Line 19 Required documents available to the public | 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 MADE AVAILABLE UPON REQUEST. |
| Form 990, Part VII, Section B, Line 1 | THE OFFICERS OF PHOEBE MINISTRIES DEVOTE THEIR TIME TO EACH ORGANIZATION IN THE GROUP (SEE SCHEDULE R). HOWEVER, THE TIME NEEDED FOR EACH ORGANIZATION VARIES WIDELY FROM WEEK TO WEEK, MONTH TO MONTH, ETC., AND CONSEQUENTLY, IT WOULD BE EXTREMELY DIFFICULT TO PROVIDE AN ACCURATE ANALYSIS OF THE APPROXIMATE TIME DEVOTED TO EACH ENTITY. PHOEBE MINISTRIES PREFERS NOT TO PROVIDE INFORMATION THAT IT CANNOT SUBSTANTIATE AND THEREFORE WILL LIST 40 HOURS PER WEEK FOR EACH OF ITS OFFICERS AS AN ALTERNATIVE TO REPORTING HOURS WORKED FOR RELATED ORGANIZATIONS. |
| Form 990, Part VIII, Line 11d Other Miscellaneous Revenue | VENDING MACHINES - Total Revenue: 1379, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1379; SURCHARGE - Total Revenue: 1078, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 1078; MISCELLANEOUS - Total Revenue: 109, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 109; |
| Form 990, Part IX, Line 11g Other Fees | TRANSPORTATION SERVICES - Total Expense: 13861, Program Service Expense: 13861, Management and General Expenses: , Fundraising Expenses: ; REPAIR AND MAINTENANCE SERVICES - Total Expense: 1253559, Program Service Expense: 1243988, Management and General Expenses: 9571, Fundraising Expenses: ; PHYSICIAN AND MEDICAL FEES - Total Expense: 857430, Program Service Expense: 857430, Management and General Expenses: , Fundraising Expenses: ; OTHER PROFESSIONAL FEES - Total Expense: 136380, Program Service Expense: 110841, Management and General Expenses: 25539, Fundraising Expenses: ; PURCHASED SERVICES - Total Expense: 1058946, Program Service Expense: 1038602, Management and General Expenses: 20344, Fundraising Expenses: ; DIETARY SERVICES - Total Expense: 2054875, Program Service Expense: 2054875, Management and General Expenses: , Fundraising Expenses: ; CONSULTING AND MANAGEMENT - Total Expense: 1600, Program Service Expense: 1600, Management and General Expenses: , Fundraising Expenses: ; |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN FAIR VALUE OF SWAP AGREEMENT - 2079354; |
| FORM 990 ORGANIZATIONAL OVERVIEW | Organizational Overview: Phoebe-Devitt Homes (d/b/a Phoebe Ministries) is a not-for-profit, multi-facility charitable organization specializing in healthcare, housing, and support services for older adults. Founded in 1903 as a single Allentown nursing home, Phoebe's ministry now includes four continuing care retirement communities, eight affordable housing facilities, home- and community-based services, and three pharmacies. For more than a century, Phoebe's tradition of excellence and passion for caring have made us the leader in care for senior adults and their family members. Our comprehensive services include skilled nursing care, personal care, independent living, affordable housing, at-home care, short-term and outpatient rehabilitation, mental health services, specialized dementia care, telemedicine for Parkinson's disease patients, and pharmacy services. Phoebe's Charitable Care Benefit for Residents: As people live longer and health care costs increase, charitable care for Phoebe residents is a growing need among residents who have limited personal resources - and those who have exhausted their resources altogether. The total cost for care provided to these residents includes therapies and other medical services, as well as program expenses that are not fully reimbursed by the medical assistance. A large percentage of Phoebe's long-term care residents receive Medicaid. Falling Medicaid reimbursement rates creates a per-resident deficit of $177 every day at Phoebe. This amount quickly adds up and creates an extraordinary need for charity care. Our commitment to providing this care is a demonstration of Phoebe's enduring legacy of care and compassion. In Fiscal Year 2023 (July 1, 2022 to June 30, 2023), Phoebe provided $18,247,847 in charity care for our residents. This amount is an increase of $1,553,162 from the prior fiscal year. We remain committed to our residents no matter their financial circumstances. Those who receive charitable care are able to fully receive Phoebe's compassionate, quality care. Phoebe's Workforce Benefit: Phoebe offers our workforce competitive salaries and benefits, as well as opportunities for ongoing growth and education within the health care profession. Currently, Phoebe is offering incentives for new hires and referrals. Phoebe Ministries employed 1,282 individuals in Fiscal Year 2022-2023. Human Resources staff attend and recruit from job fairs and advertise open positions at Lehigh Valley colleges and other universities in the Northeast. Volunteerism at Phoebe: Phoebe's volunteers ranged in age from 14 to 102 years old. Phoebe partners with individuals, corporations, and organizations to attract volunteers. In an ordinary year, Phoebe works with approximately 500 volunteers who help facilitate resident activities, office work, chaplain duties, and much more. Phoebe Institute on Aging (PIA): Founded in 2001, the PIA provides forums for discussion and opportunities for learning, including educational programs, scholarships, cooperative ventures, and outreach activities that promote improved quality of care for older adults. The PIA Advisory Board includes representatives of governmental agencies, hospital and medical personnel, human services providers, area agencies on aging, and faculty from colleges and universities. The PIA spearheaded Dementia-Friendly Lehigh Valley (DFLV), an initiative that addresses the growing population of people exhibiting signs of Alzheimer's disease and related dementias. DFLV was granted approval by Dementia Friendly America to become part of its official national community of networks. In Fiscal Year 2023, the PIA awarded scholarships of up to $1,500 to 10 employees who are continuing their education and are available to clinical and services staff members at Phoebe. Phoebe also participates in a Certified Nursing Assistant program with Falcon Institute of Health and Science. The classes and exam are paid for by Phoebe for participating students. Tuition for 8 students was paid by Phoebe in fiscal year 2023. Pastoral Care at Phoebe: Phoebe Ministries' Pastoral Care program provides care to our residents regardless of faith and plays a major role at our communities and in the geographic areas we serve. Our Regional Director of Pastoral Care provides leadership through outreach to churches and conferences, and through representation at the Lehigh Valley Conference of Churches and the UCC Council for Health and Human Service Ministries. Phoebe's chaplains also provide spiritual support and leadership to Phoebe's four continuing care retirement communities. Phoebe's Spirit Alive and Clinical Pastoral Education programs are nationally recognized: - Spirit Alive is a multi-sensory Montessori method of leading worship for those with mid- to late- stage dementia. Developed and trademarked by Phoebe's Pastoral Care Department, multiple Spirit Alive groups of six to eight people take place on Phoebe's four campuses. Groups are run by trained Community Volunteers. All Phoebe chaplains are trained in Phoebe's Spirit Alive program and help maintain Spirit Alive on our campuses. - Phoebe's Clinical Pastoral Education (CPE) program was recently reaccredited by the national review committee of the Association for Clinical Pastoral Education. Phoebe's CPE Program is one of only two in a long-term care setting, and one of only 10 in the United States. In 2017, Phoebe established The Endowment for Clinical Pastoral Education and $259,634 has been raised to date. The income from the endowment is used to provide scholarships for CPE students in need. Donor Support for Phoebe's Mission: The Office of Philanthropy is dedicated to Phoebe's mission to enrich the lives of our seniors, their families, and the communities we serve. We are profoundly grateful for generous contributions from foundations, individuals, corporate partners, churches, and organizations. - Unrestricted gifts remain the backbone of supporting Phoebe's mission. Unrestricted giving provides Phoebe with the opportunity to use the money where it is needed most and where it will have the greatest impact, including support for charitable care, community life, and pastoral care. - Phoebe also accepts gifts restricted to specific purposes. Donors are encouraged to first discuss their ideas for restricted gifts with the Philanthropy Office to assure the appropriate use of their charitable gift and official acceptance. - Many of our donors also choose to remember Phoebe Ministries in their estate plans. Their thoughtfully arranged deferred gifts have a significant impact on Phoebe's mission and ministry. Phoebe has a website for planned giving: www.myphoebelegacy.org. - Finally, Phoebe is also blessed by donors who have established permanent endowments that are prudently invested and provide income in perpetuity. Donors also provide support to Phoebe through trusts of various types, while others choose to utilize Charitable Gift Annuities (a simple contract with Phoebe Ministries) as a means of making a significant gift to Phoebe while retaining a life income stream. Donors may contact the Office of Philanthropy at 610-794-5132 or philanthropy@phoebe.org to explore gift options. Phoebe encourages donors to consult their professional advisors when considering significant charitable gifts. The Philanthropy staff frequently works with donor advisors to accomplish the donors' goals and meet their desired outcomes. Phoebe Ministries Philanthropy Highlights, Fiscal Year 2022-2023 - Phoebe's Annual Golf Tournament is our largest fundraising event of the year and typically nets $100,000 for charitable care. Phoebe hosted our 14th Golf Tournament on August 8, 2022 and grossed $251,330 for charity care. - Phoebe's second largest fundraising event is the Phoebe Institute on Aging (PIA) Generations Un-Gala. This annual event is supported by corporate and individual sponsorships with all proceeds applied to the PIA to help to underwrite the annual community conference and PIA Scholarships. Phoebe hosted the Un-Gala, titled ArtsQuest at Steel Stacks on September 22, 2022 and grossed $76,481 for the PIA. - The Spring 2023 PIA Conference was held in-person on April 27 and was attended by more than 150 people. Titled, "We Rise Together: Seniors Rebound with Resilience and Hope," The Keynote Speaker was International Boxing Hall of Fame member Ray "Boom Boom" Mancini. Ray discussed how to get up after being knocked down and shared his own story of resilience. The FY23 PIA Conference received $10,000 in sponsorships. - Phoebe received several grants totaling $39,500 which were designated for medical equipment and technology for our four continuing care retirement communities (CCRCs). |
| FORM 990 ORGANIZATIONAL OVERVIEW | - Approximately 70 employees gave more than $3,000 raised through an Employee Campaign that provides items identified as wish list items for Phoebe residents. Phoebe Allentown was able to purchase a new tent for outdoor resident activities. Phoebe Berks purchased a shuffleboard game and indoor horseshoes for its Health Care Center, while Phoebe Berks Village Gardens purchased Robotic Therapy Cats and Dogs. Phoebe Richland received a donated gift card for cooking supplies and a portable oven, while Meadow Glen Personal Care purchased an electronic dartboard and composter forts gardening program. Phoebe Wyncote purchased a retro popcorn machine and gift card to purchase items for movie night. Additional Phoebe Highlights from Fiscal Year 2023: - Phoebe's newest community, Chestnut Ridge at Rodale in Emmaus, closed the fiscal year with 87 depositors. Due to construction delays, the facility's opening has been delayed. - Pathstones by Phoebe, the organization's Continuing Care at Home program, continues to grow and reached more than 99 members in Fiscal Year 2023. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| PHOEBE APARTMENTS INC | ||||||||||
| 1901 LINDEN ST | ALLENTOWN | PA | 18104 | 231674396 | HUD HOUSING | PA | 501(c)(4) | PHOEBE-DEVITT HOMES | false | |
| PHOEBE HOME INC | ||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 232302675 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(c)(3) | PHOEBE-DEVITT HOMES | false | 10 |
| PHOEBE DEVITT HOMES | ||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 231396838 | ADMINISTRATIVE/FUNDRAISING | PA | 501(c)(3) | NA | false | 7 |
| PHOEBE HOUSING INC | ||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 232621149 | ADMINISTRATIVE | PA | 501(c)(3) | PHOEBE-DEVITT HOMES | false | 10 |
| PHOEBE BERKS HEALTH CARE CENTER INC | ||||||||||
| ONE HEIDELBERG DRIVE | WERNERSVILLE | PA | 19565 | 232560953 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(c)(3) | PHOEBE-DEVITT HOMES | false | 10 |
| PHOEBE SERVICES INC | ||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 232586359 | ADMINISTRATIVE & PHARMACY | PA | 501(c)(3) | PHOEBE-DEVITT HOMES | false | 10 |
| WYNCOTE CHURCH HOME INC | ||||||||||
| 208 FERNBROOK AVE | WYNCOTE | PA | 19095 | 231352525 | CONTINUING CARE RETIREMENT COMMUNITY | PA | 501(c)(3) | PHOEBE-DEVITT HOMES | false | 10 |
| PHOEBE CORPORATE AND COMMUNITY BASED SERVICES INC | ||||||||||
| 1925 TURNER ST | ALLENTOWN | PA | 18104 | 455005460 | THERAPY & REHABILITATION SERVICES | PA | 501(c)(3) | PHOEBE-DEVITT HOMES | false | 10 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOEBE RECIPROCAL RISK RETENTION GROUP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12 GILLON STREet | AddressLine1Txt |
| City | CHARLESTON | CityNm |
| State Abbreviation | SC | StateAbbreviationCd |
| ZIP | 29401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200972649 | EIN |
| Primary Activities | INSURANCE RELATED | PrimaryActivitiesTxt |
| Legal Domicile State | SC | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOEBE-DEVITT HOMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C Corporation | EntityTypeTxt |
| Share Of Total Income | $47,639 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $430,808 | ShareOfEOYAssetsAmt |
| Ownership | 0.1528 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |