2024-05-14T15:30:31+00:00 2023-06-30 390859910 Baker Tilly US LLP 1570 Fruitville Pike Suite 400 Lancaster PA 17601 990 2022-07-01 233045622 PHOEBE RICHLAND HEALTH CARE CENTER INC PHOE 6107945142 1925 TURNER STREET ALLENTOWN PA 18104 Thomas Baer CFO 2024-05-14 true THOMAS BAER 999009999 true Kerri N Bogda CPA P00760402 7177404863 2024-05-10 2022 2023-04-26 12:10:37Z SCOTT R STEVENSON 1925 TURNER STREET ALLENTOWN PA 18104 20822268 false X www.phoebe.org X 2000 PA TO PROVIDE HEALTHCARE, CULTURAL AND RECREATIONAL ACTIVITIES, AND ROOM AND BOARD FOR RESIDENTS. 16 15 278 107 0 0 1850401 670603 17316815 19883741 1460621 141693 221584 4568 20849421 20700605 43 0 0 9984095 10981748 0 0 10014976 11924310 19999114 22906058 850307 -2205453 51408497 104537009 45436767 98691378 5971730 5845631 X 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." false false 19389068 0 19883741 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. 0 0 0 0 0 0 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. 19389068 true true false true false false false true false true false false true true false false true false false false false false false false false false false false true true false false false false false false false false false true false false false false false true false false false true 54 0 278 true false false false false false false false false false false false false X 16 15 false false false false true true false true true false false true true true true true true false false false PA X X Michael Pfleegor exec dirfinance 6107945028 1925 TURNER ST ALLENTOWN PA 18104 JOHN T LAWTON TREASURER (UNTIL 01/01/23) 1.0 0.0 X X 0 0 0 KENNETH R CHARETTE ESQ TREASURER (AS OF 01/01/23) 1.0 0.0 X X 0 0 0 REV DR HILARY J BARRETT CHAIRPERSON 1.0 0.0 X X 0 0 0 ROBERT BERTOLETTE SECRETARY 1.0 0.0 X X 0 0 0 SCOTT R STEVENSON PRESIDENT/CEO 40.0 0.0 X X 0 790121 37732 WILLIAM C HACKER VICE CHAIRPERSON 1.0 0.0 X X 0 0 0 CARMEN A BELL BOARD MEMBER 1.0 0.0 X 0 0 0 DEBBIE MERRILL BOARD MEMBER 1.0 0.0 X 0 0 0 DONNA WRIGHT BOARD MEMBER 1.0 0.0 X 0 0 0 EMMETT LIEN BOARD MEMBER 1.0 0.0 X 0 0 0 JOSHUA A SLOAN BOARD MEMBER 1.0 0.0 X 0 0 0 NICK TRANGUCH BOARD MEMBER 1.0 0.0 X 0 0 0 REV DANIEL T MOSER II BOARD MEMBER 1.0 0.0 X 0 0 0 REV DR BONNIE BATES BOARD MEMBER 1.0 0.0 X 0 0 0 REV DR CARRIE CALL BOARD MEMBER 1.0 0.0 X 0 0 0 REV DR DAVID CHARLES SMITH BOARD MEMBER 1.0 0.0 X 0 0 0 REV WILLIAM PAUL WORLEY BOARD MEMBER 1.0 0.0 X 0 0 0 Robert Richards COO 40.0 0.0 X 0 351542 28637 THOMAS BAER CFO 40.0 0.0 X 0 210268 12794 AMANDA LAPORTE EXECUTIVE DIRECTOR 40.0 0 X 163128 0 8881 BERLINE JASMIN-JOSEPH CERTIFIED NURSING ASSISTANT 40.0 0 X 130488 0 11154 BRITTANY SNYDER CORRELL LIC PRACTICAL NURSE 40.0 0 X 145548 0 15076 LAURA ALVAREZ RN CHARGE NURSE 40.0 0 X 134998 0 14846 RACHEL GULLETT NURSING DIRECTOR 40.0 0 X 147323 0 8585 LISA FICHERA FORMER COO 40.0 0.0 X 0 287360 0 721485 1639291 137705 10 true true false WOHLSEN CONSTRUCTION COMPANY 548 STEEL WAY PO BOX 7066 LANCASTER PA 17601 CONSTRUCTION SERVICES 4866623 TRUSTHOUSE SERVICES GROUP INC PO BOX 743676 ATLANTA GA 30360 Dietary Services 1683942 ARAMARK HEALTHCARE SUPPORT SER 1101 MARKET ST PHILADELPHIA PA 19107 Healthcare Support 991162 CREATING RESULTS LLC 14000 CROWN CT STE 211 WOODBRIDGE VA 22193 Marketing SERVICES 406594 RLPS ARCHITECTS LLP 250 VALLEYBROOK DR LANCASTER PA 17601 Architectural Services 323019 9 614474 56129 670603 RESIDENT REVENUE 623000 19883741 19883741 0 0 0 0 19883741 141693 141693 69026 121663 -52637 0 -52637 -52637 0 0 GIFT SHOP 623000 2459 2459 INSURANCE REIMBURSEMENT 623000 48458 48458 BEAUTY SHOP 623000 3722 3722 2566 0 0 2566 57205 20700605 19883741 0 146261 X 194688 194688 8285102 7222270 1062832 196651 171424 25227 1687088 1469494 217594 618219 538583 79636 1304714 1304714 4316 4316 36883 36883 1154 1154 5376651 5321197 55454 0 587893 587893 331852 304094 27758 59085 420 58665 395275 395275 2494 2494 698077 698077 1377782 1377782 219898 219898 MEDICAL SUPPLIES 569645 569645 LICENSES AND TAXES 391550 387988 3562 BAD DEBT 509530 509530 SPECIAL EVENTS 13627 4737 8890 43884 3966 39918 0 22906058 19389068 3516990 0 790524 1723884 1139539 1418972 0 0 0 0 141500 141500 81976 79236 103455764 15362760 40164981 88093004 651504 -155585 520101 568559 0 7918372 12667439 51408497 104537009 2451111 3110952 5886027 10409958 17230475 16584543 101465 107223 0 0 13519342 62358021 6248347 6120681 45436767 98691378 X 5971730 5845631 5971730 5845631 51408497 104537009 X -2205453 2079354 X false true X true false X 99288 322904 1608480 1850401 670603 4551676 19497570 19996046 18909794 17316815 19883741 95603966 45628 32010 8888 4516 3722 94764 0 0 19642486 20350960 20527162 19171732 20558066 100250406 50 100 0 0 30 180 0 0 0 0 0 0 50 100 0 0 30 180 100250226 95087 119002 155476 81658 210719 661942 0 95087 119002 155476 81658 210719 661942 0 57316 11514 53419 237701 53483 413433 19794889 20481476 20736057 19491091 20822268 101325781 0.9894 0.9912 0.01 0.0049 X Schedule A, Part III, Line 12 Other Income 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; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 1154 1154 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY 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. false true X 1775000 1775000 27863366 12577860 15285506 0 0 0 3185778 2784900 400878 70631620 0 70631620 88093004 RESIDENT SAVINGS AND TRUSTS 108557 DUE FROM RELATED PARTIES 10706703 INTEREST RATE SWAP 1852179 12667439 INVESTMENT IN AFFILIATE 2582368 DUE TO AFFILIATE 3391568 RESERVE FOR WORKMANS COMP 146745 INTEREST RATE SWAP 6120681 22853000 2079354 2079354 20773646 -73041 -73041 20700605 22979000 73205 73205 22905795 263 263 22906058 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 true true false false false false false true false SCOTT R STEVENSON PRESIDENT/CEO 0 424895 0 64742 0 300484 0 20500 0 17232 0 827853 0 58813 LISA FICHERA FORMER COO 0 0 0 0 0 287360 0 0 0 0 0 287360 0 0 Robert Richards COO 0 274807 0 27500 0 49235 0 20500 0 8137 0 380179 0 0 THOMAS BAER CFO 0 164535 0 17500 0 28233 0 0 0 12794 0 223062 0 0 AMANDA LAPORTE EXECUTIVE DIRECTOR 127712 0 13500 0 21916 0 0 0 8881 0 172009 0 0 0 RACHEL GULLETT NURSING DIRECTOR 133284 0 13900 0 139 0 4468 0 4117 0 155908 0 0 0 BRITTANY SNYDER CORRELL LIC PRACTICAL NURSE 145348 0 200 0 0 0 4492 0 10584 0 160624 0 0 0 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. A THE BOROUGH OF LANGHORNE MANOR HIGHER EDUCATION AND HEALTH AUTHORITY 2014-04-09 18249000 REFUNDING OF SERIES 2003 AND CONSTRUCTION false false false B LEHIGH COUNTY GENERAL PURPOSE AUTHORITY 2022-04-26 69443259 CURRENT REFUNDING TAXABLE BONDS AND CAPITAL PROJECTS false false false C LEHIGH COUNTY GENERAL PURPOSE AUTHORITY 2022-04-26 16000000 CURRENT REFUNDING TAXABLE BONDS AND CAPITAL PROJECTS false false false A 1438000 18249000 15668377 2559960 2016 true false true true B 69443259 19083 69424176 2023 false true false true C 16000000 858022 1671146 13470832 2023 false true true true A false false true true false 0.0 0.0 0.0 false false true B false false true true false 0.0 0.0 0.0 false false true C false false true true false 0.0 0.0 0.0 false false true A false false true false true true CITIZENS BANK OF PA 1.0 false false false false true B false true false false true true TRUIST BANK 14.0 false false false false true C false true false false true true TRUIST BANK 14.0 false false false false true A true B true C true Schedule K, Part I, Column (b) 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. mitch possinger Former board member of phoebe and officer of Trusthouse Services Group 2381551 PAYMENTS FOR FOOD SERVICES PROVIDED BY VENDOR. ALL TRANSACTIONS ARE AT ARM'S LENGTH. false 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. 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