CHANDLER HALL HEALTH SERVICES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHANDLER HALL HEALTH SERVICES INC (EIN 23-2365124)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-05
- IRS object ID
- 202403109349300740
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-05T09:19:48-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 ADVISORY GROUP LP | 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 | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232365124 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHANDLER HALL HEALTH SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAN | BusinessNameControlTxt |
| Phone | 2158604000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 BARCLAY STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN WHITMAN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2158604000 | PhoneNum |
| Signature | 2024-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KERRI N BOGDA CPA | PreparerPersonNm |
| PTIN | P00760402 | PTIN |
| Phone | 7177404863 | PhoneNum |
| Preparation | 2024-10-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN WHITMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 BARCLAY STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $21,479,816 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTPS://CHANDLERHALLHEALTHSERVICES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | CHANDLER HALL PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO SENIOR CITIZENS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 316 | TotalEmployeeCnt |
| Total Volunteers | 48 | TotalVolunteersCnt |
| Total Gross UBI | $19,231 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $382,292 | PYContributionsGrantsAmt |
| CY Contributions Grants | $232,083 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $20,232,374 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $20,584,935 | CYProgramServiceRevenueAmt |
| PY Investment Income | $160,492 | PYInvestmentIncomeAmt |
| CY Investment Income | $353,254 | CYInvestmentIncomeAmt |
| PY Other Revenue | $82,606 | PYOtherRevenueAmt |
| CY Other Revenue | $211,424 | CYOtherRevenueAmt |
| PY Total Revenue | $20,857,764 | PYTotalRevenueAmt |
| CY Total Revenue | $21,381,696 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,295,226 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,632,056 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $17,237 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,139,077 | PYOtherExpensesAmt |
| CY Other Expenses | $9,973,144 | CYOtherExpensesAmt |
| PY Total Expenses | $22,434,303 | PYTotalExpensesAmt |
| CY Total Expenses | $22,605,200 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,576,539 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,223,504 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $23,459,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,852,022 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $34,644,868 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $34,807,453 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$11,185,629 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$11,955,431 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CHANDLER HALL, A NON-PROFIT ORGANIZATION, AS GUIDED BY THE QUAKER PRINCIPLE OF SEEKING THAT OF GOD IN EVERYONE, PROVIDES AN ARRAY OF QUALITY CARE SERVICES FOR AGING INDIVIDUALS, THEIR FAMILIES AND CAREGIVERS, WHO BECOME A PART OF THE CHANDLER HALL COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,580,551 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $20,584,935 | RevenueAmt |
| Desc | CHANDLER HALL HEALTH SERVICES, INC. IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS AUTHORIZED TO BUILD, OWN, OPERATE AND MAINTAIN RESIDENTIAL, MEDICAL AND PROTECTIVE CARE FACILITIES SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND RELIGIOUS NEEDS OF ELDERLY PERSONS, INCLUDING, BUT NOT LIMITED TO, A SKILLED NURSING FACILITY AND HOSPICE; TO OPERATE SUCH FACILITIES AT THE LOWEST FEASIBLE COST; AND TO BUILD, OWN, OPERATE, AND MAINTAIN RELATED SUPPORT FACILITIES AND SERVICES, ALL TO BE USED IN CONNECTION WITH THE FOREGOING FACILITIES, AND FOR ANY OTHER PROPER AND CHARITABLE PURPOSES.CHANDLER HALL HEALTH SERVICES, INC. IS A CONTINUING CARE RETIREMENT COMMUNITY WHICH PROVIDES VARIOUS LEVELS OF LIVING AND CARE FOR THE SENIOR COMMUNITY. WE OFFER INDEPENDENT LIVING, PERSONAL CARE, MEMORY CARE AND SKILLED NURSING SERVICES. WE ALSO PROVIDE RESPITE CARE, HOSPICE CARE (COMMUNITY AND CAMPUS) AND PALLIATIVE CARE. OUR FRIENDS NURSING HOME IS A LONG-TERM CARE FACILITY CONSISTING OF 53 SKILLED NURSING BEDS AND PROVIDING VARIOUS ANCILLARY SERVICES. THE HOSPICE PROGRAM PROVIDES SERVICES AND SUPPORT TO THE TERMINALLY ILL AND THEIR FAMILIES. CHANDLER HALL HAS 10 INDEPENDENT LIVING AND 21 RESIDENTIAL LIVING ARRANGEMENTS AND 80 UNITS BETWEEN PERSONAL CARE AND MEMORY CARE.IN 2023, FRIENDS NURSING HOME PROVIDED 17,203 DAYS OF SKILLED CARE WHICH CORRELATES TO 88.9% OCCUPANCY.PERSONAL CARE AND MEMORY CARE COMBINED FOR 2023 RESULTED IN 24,414 RESIDENT DAYS. PERSONAL CARE RESULTED IN 14,350 DAYS WITH A CORRELATING 82% OCCUPANCY RATE. MEMORY CARE RESULTED IN 10,064 DAYS WITH 86% OCCUPANCY RATE.OUR HOME-CARE HOSPICE PROGRAM HAD 23,912 VISITS IN 2023. | Desc |
| Total Program Service Expenses | $18,580,551 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 18 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 316 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTINE LANDENBERGER CFO | PersonNm |
| Phone | 2672912210 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 BARCLAY STREET | AddressLine1Txt |
| City | NEWTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18940 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| DAVID SMITH | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| GREG WOZNIAK | ||||||||
| DIRECTOR (UNTIL 1/23) | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNA DAVIS | ||||||||
| SECRETARY | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LORRAINE MUTH | ||||||||
| TREASURER | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| MICHAEL SMITH | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL SHEEHAN | ||||||||
| VICE-CHAIR | 4.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| PETER FREY | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHAUNA BETOF | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| SHERRIN JOHNSON | ||||||||
| BOARD CHAIR | 10.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| CHRISTINE LANDENBERGER | ||||||||
| CFO | 40.00 | 0.00 | $182,289 | $0 | $17,803 | Yes (X) | ||
| JOHN WHITMAN | ||||||||
| CEO | 40.00 | 0.00 | $229,096 | $0 | $15,770 | Yes (X) | ||
| MILLARD FREEMAN | ||||||||
| COO, NHA (UNTIL 2/23) | 40.00 | 0.00 | $31,666 | $0 | $1,930 | Yes (X) | ||
| DEBORAH MARINO | ||||||||
| NURSE PRACTITIONER | 40.00 | 0.00 | $125,761 | $0 | $863 | Yes (X) | ||
| IRENE FRU TCHIMOU | ||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $111,409 | $0 | $14,929 | Yes (X) | ||
| PATRICIA BEVLOCK | ||||||||
| DIRECTOR OF HOSPICE (UNTIL 9/23) | 40.00 | 0.00 | $136,568 | $0 | $0 | Yes (X) | ||
| TINA SPARO | ||||||||
| HR DIRECTOR | 40.00 | 0.00 | $116,459 | $0 | $11,016 | Yes (X) | ||
| VIKTORIA STEBNER | ||||||||
| REGISTERED NURSE | 40.00 | 0.00 | $115,714 | $0 | $11,003 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,048,962 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $73,314 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTELYCARE INC | |||||
| PO BOX 200413 | PITTSBURGH | PA | 15251 | AGENCY STAFFING | $945,146 |
| HEALTHPRO HERITAGE | |||||
| PO BOX 69268 | BALTIMORE | MD | 212649268 | PHYS., OCC., SPEECH THERAPY | $702,354 |
| AFTERCARE RESTORATION | |||||
| 1040 SOUTH WEST END BLVD BLDG 2 | QUAKERTOWN | PA | 18951 | WATER DAMAGE RESTORATION | $141,256 |
| REINSEL KUNTZ LESHER LLP | |||||
| PO BOX 8408 | LANCASTER | PA | 176048408 | CONSULTING/BILLING | $120,159 |
| ANGELO'S CARPET ONE | |||||
| 946 S WOODBOURNE ROAD | LEVITTOWN | PA | 19057 | CARPET/FLOORING | $102,836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $17,485 | FundraisingAmt |
| All Other Contributions | $214,598 | AllOtherContributionsAmt |
| Total Contributions | $232,083 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT & RESIDENT SVC REV | 623000 | $20,561,379 | $20,561,379 |
| ENTRANCE FEES | 623000 | $23,556 | $23,556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $20,584,935 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $353,254 | TotalRevenueColumnAmt |
| Exclusion | $353,254 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $81,300 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $79,530 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,770 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,770 | TotalRevenueColumnAmt |
| Exclusion | $1,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $19,081 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $17,485 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $18,590 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $491 | TotalRevenueColumnAmt |
| Exclusion | $491 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $5,221 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,221 | TotalRevenueColumnAmt |
| Exclusion | $5,221 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| BUSINESS LOSS INTERUPTION CLAIM | 900099 | $115,498 | $115,498 |
| CAFETERIA REVENUE | 722514 | $40,532 | $40,532 |
| BARBER/BEAUTY SHOP INCOME | 900099 | $29,601 | $29,601 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,311 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $19,231 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$920 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $203,942 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $21,381,696 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $20,584,935 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $19,231 | UnrelatedBusinessRevenueAmt |
| Exclusion | $545,447 | 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 | $478,554 | TotalAmt |
| Program Services | $409,938 | ProgramServicesAmt |
| Management And General | $68,074 | ManagementAndGeneralAmt |
| Fundraising | $542 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,001,629 | TotalAmt |
| Program Services | $8,567,518 | ProgramServicesAmt |
| Management And General | $1,421,870 | ManagementAndGeneralAmt |
| Fundraising | $12,241 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,850 | TotalAmt |
| Program Services | $35,495 | ProgramServicesAmt |
| Management And General | $7,355 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,257,978 | TotalAmt |
| Program Services | $1,083,618 | ProgramServicesAmt |
| Management And General | $174,360 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $851,045 | TotalAmt |
| Program Services | $673,805 | ProgramServicesAmt |
| Management And General | $177,066 | ManagementAndGeneralAmt |
| Fundraising | $174 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,198 | TotalAmt |
| Management And General | $161,198 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,010 | TotalAmt |
| Program Services | $16,523 | ProgramServicesAmt |
| Management And General | $367,487 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,224 | TotalAmt |
| Management And General | $78,224 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,782,931 | TotalAmt |
| Program Services | $2,433,291 | ProgramServicesAmt |
| Management And General | $349,640 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,885 | TotalAmt |
| Program Services | $113 | ProgramServicesAmt |
| Management And General | $85,772 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,046 | TotalAmt |
| Program Services | $219,190 | ProgramServicesAmt |
| Management And General | $171,673 | ManagementAndGeneralAmt |
| Fundraising | $4,183 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,300 | TotalAmt |
| Management And General | $360,300 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $623,002 | TotalAmt |
| Program Services | $623,002 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,452 | TotalAmt |
| Program Services | $98,586 | ProgramServicesAmt |
| Management And General | $3,866 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,924 | TotalAmt |
| Program Services | $5,284 | ProgramServicesAmt |
| Management And General | $11,640 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,498,260 | TotalAmt |
| Program Services | $1,498,260 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,437,888 | TotalAmt |
| Program Services | $1,437,888 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,254 | TotalAmt |
| Management And General | $469,254 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $907,250 | $907,250 | |
| FOOD | $533,431 | $515,815 | $17,616 |
| DUES AND SUBSCRIPTIONS | $49,312 | $10,167 | $39,145 |
| EMPLOYEE RELATIONS | $45,343 | $1,667 | $43,676 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,434 | TotalAmt |
| Program Services | $43,141 | ProgramServicesAmt |
| Management And General | -$804 | ManagementAndGeneralAmt |
| Fundraising | $97 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,605,200 | TotalAmt |
| Program Services | $18,580,551 | ProgramServicesAmt |
| Management And General | $4,007,412 | ManagementAndGeneralAmt |
| Fundraising | $17,237 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,041 | BOYAmt |
| EOY | $281,634 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,109 | BOYAmt |
| EOY | $970,972 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,627,778 | BOYAmt |
| EOY | $1,436,094 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,865 | BOYAmt |
| EOY | $44,956 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,588 | BOYAmt |
| EOY | $500,421 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $44,370,025 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,979,443 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,581,335 | BOYAmt |
| EOY | $9,390,582 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,361,523 | BOYAmt |
| EOY | $10,227,363 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,459,239 | BOYAmt |
| EOY | $22,852,022 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,960,526 | BOYAmt |
| EOY | $4,066,081 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,821,923 | BOYAmt |
| EOY | $22,892,199 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,154 | BOYAmt |
| EOY | $398,725 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,807,265 | BOYAmt |
| EOY | $7,450,448 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,644,868 | BOYAmt |
| EOY | $34,807,453 | 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 | -$12,070,102 | BOYAmt |
| EOY | -$12,868,678 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $884,473 | BOYAmt |
| EOY | $913,247 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$11,185,629 | BOYAmt |
| EOY | -$11,955,431 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,459,239 | BOYAmt |
| EOY | $22,852,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,223,504 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $453,702 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | 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 | $385,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $975,986 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,627,591 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $382,292 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $232,083 | CurrentTaxYearAmt |
| Total | $4,603,454 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $17,942,051 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,368,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,003,263 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,232,374 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,584,935 | CurrentTaxYearAmt |
| Total | $92,130,813 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,327,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,344,176 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,630,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,614,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,817,018 | CurrentTaxYearAmt |
| Total | $96,734,267 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $13,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,000 | CurrentTaxYearAmt |
| Total | $112,780 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $13,480 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,000 | CurrentTaxYearAmt |
| Total | $112,780 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $96,621,487 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $349,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $195,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $219,324 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $434,554 | CurrentTaxYearAmt |
| Total | $1,326,978 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $349,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $195,219 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $128,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $219,324 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $434,554 | CurrentTaxYearAmt |
| Total | $1,326,978 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,909 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,471 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,892 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $96,392 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $209,013 | CurrentTaxYearAmt |
| Total | $480,677 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,796,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,562,866 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,791,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $20,930,382 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $21,460,585 | CurrentTaxYearAmt |
| Total | $98,541,922 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98050 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98200 | PublicSupportPY509Pct |
| Investment Income CY | 0.01350 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01320 | 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, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISC INCOME - 2019 AMOUNT: $ 3,728. 2020 AMOUNT: $ 757. 2021 AMOUNT: $ 3,989. 2022 AMOUNT: $ 2,108. 2023 AMOUNT: $ -7,254. CAFETERIA REVENUE - 2019 AMOUNT: $ 53,170. 2020 AMOUNT: $ 11,177. 2021 AMOUNT: $ 8,367. 2022 AMOUNT: $ 37,517. 2023 AMOUNT: $ 40,532. FUNDRAISING REVENUE-NON-CHARITABLE - 2019 AMOUNT: $ 56,395. 2022 AMOUNT: $ 21,466. 2023 AMOUNT: $ 24,302. RESIDENT RELATED REVENUE - 2020 AMOUNT: $ 572. 2021 AMOUNT: $ 893. FLU SHOTS - 2019 AMOUNT: $ 5,616. MEDICAL RECORDS - 2020 AMOUNT: $ 637. 2021 AMOUNT: $ 360. SETTLEMENTS - 2020 AMOUNT: $ 4,694. BARBER/BEAUTY SHOP INCOME - 2020 AMOUNT: $ 5,102. 2021 AMOUNT: $ 19,283. 2022 AMOUNT: $ 30,873. 2023 AMOUNT: $ 29,601. GUEST MEALS - 2020 AMOUNT: $ 532. 2023 AMOUNT: $ 40. SPECIAL EVENTS - 2022 AMOUNT: $ 4,428. 2023 AMOUNT: $ 6,294. BUSINESS LOSS INTERUPTION CLAIM - 2023 AMOUNT: $ 115,498. | 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 D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,214,295 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $178,984 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,970 | AdministrativeExpensesAmt |
| End Year Balance | $1,386,309 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,416,896 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$195,671 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,930 | AdministrativeExpensesAmt |
| End Year Balance | $1,214,295 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,247,419 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $176,690 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $7,213 | AdministrativeExpensesAmt |
| End Year Balance | $1,416,896 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,135,736 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $117,795 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,112 | AdministrativeExpensesAmt |
| End Year Balance | $1,247,419 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $959,568 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $182,112 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,944 | AdministrativeExpensesAmt |
| End Year Balance | $1,135,736 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.81000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.19000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $928,004 | OtherCostOrOtherBasisAmt |
| Book Value | $928,004 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $37,023,848 | OtherCostOrOtherBasisAmt |
| Depreciation | $29,175,594 | DepreciationAmt |
| Book Value | $7,848,254 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,584,177 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,103,609 | DepreciationAmt |
| Book Value | $480,568 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $833,996 | OtherCostOrOtherBasisAmt |
| Depreciation | $700,240 | DepreciationAmt |
| Book Value | $133,756 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,390,582 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| REFUNDABLE ENTRANCE FEES | $989,450 |
| NONREFUNDABLE ENTRANCE FEES | $222,286 |
| DEFERRED SYSTEM FEE | $5,150,196 |
| REFUNDABLE ADVANCES | $1,088,516 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,450,448 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $21,933,518 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $453,702 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $453,702 | RevenueNotReportedAmt |
| Revenue Subtotal | $21,479,816 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$98,120 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$98,120 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $21,381,696 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,703,320 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $98,120 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $98,120 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,605,200 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,605,200 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | CONTRIBUTIONS TO THE ENDOWMENT FUND WILL BE ACCEPTED FROM BOTH INDIVIDUAL DONORS AND FUNDRAISING OPERATIONS. PRINCIPAL WILL BE INVESTED AND INCOME WILL BE DESIGNATED FOR THE NEEDS OF THE ORGANIZATION, ITS RESIDENTS AND CLIENTS AS DETERMINED BY CHANDLER HALL. WHILE PRINCIPAL WILL REMAIN INVESTED UNDER NORMAL CIRCUMSTANCES, IT MAY BE WITHDRAWN BY THE BOARD IF SUCH ACTION IS DEEMED NECESSARY FOR A SPECIAL PROJECT OR IN THE CASE OF AN UNFORESEEN EMERGENCY. THE BOARD OF DIRECTORS HAS DETERMINED THAT THE PAY-OUT FROM THE ENDOWMENT FUND MAY SPEND UP TO 5% OF THE MARKET VALUE OF THE PORTFOLIO AS THE BOARD DEEMS FIT BASED ON ANTICIPATED EXPENDITURES OR EMERGENCY EXPENDITURES. THE INVESTMENT OBJECTIVE, AS ESTABLISHED BY THE ASSET MANAGEMENT COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS, IS TO EARN AN AVERAGE COMPOUND RATE OF RETURN OF 8-9% PER ANNUM OVER A 5 TO 10 YEAR PERIOD. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -18,590. RENTAL EXPENSES -79,530. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 79,530. FUNDRAISING EXPENSES 18,590. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF CLASSIC | Event1Nm |
| Gross Receipts Event1 | $36,566 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $17,485 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $19,081 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $300 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $4,465 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,640 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $8,485 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $700 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $36,566 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $17,485 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $19,081 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $300 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $4,465 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $4,640 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $8,485 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $700 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,590 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $491 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN WHITMAN | ||||||||||||||
| CEO | $201,096 | $0 | $28,000 | $0 | $0 | $0 | $1,759 | $0 | $14,011 | $0 | $244,866 | $0 | $0 | $0 |
| CHRISTINE LANDENBERGER | ||||||||||||||
| CFO | $152,289 | $0 | $30,000 | $0 | $0 | $0 | $1,393 | $0 | $16,410 | $0 | $200,092 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | PATRICIA BEVLOCK, HOSPICE DIRECTOR, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $36,501 UPON DEPARTURE FROM THE ORGANIZATION DURING 2023. |
| PART I, LINE 7 | BONUSES PAID TO THE DIRECTOR OF HUMAN RESOURCES, THE CFO, AND THE EXECUTIVE DIRECTOR OF CHANDLER HALL WERE CALCULATED BY COMPARING TOTAL COMPENSATION PACKAGES TO CORRESPONDING POSITIONS IN FACILITIES OF SIMILAR SIZE. THE COMPARISON DATA WAS PROVIDED BY LEADINGAGE PA. THE EXECUTIVE DIRECTOR PREPARED THE COMPARISONS AND RECOMMENDED TO THE BOARD OF DIRECTORS A BONUS AMOUNT FOR THE DIRECTOR OF HUMAN SERVICES AND THE CFO. THE BOARD OF DIRECTORS APPROVED A BONUS AMOUNT FOR THE EXECUTIVE DIRECTOR. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232174016 | BondIssuerEIN |
| CUSIP | 118612MD9 | CUSIPNum |
| Bond Issued | 2017-07-24 | BondIssuedDt |
| Issue Price | $24,140,000 | IssuePriceAmt |
| Purpose | REFINANCE OUTSTANDING BONDS, FUND CAPEX, CERTAIN RESERVES & CLOSING COST | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $380,000 | RetiredAmt |
| Total Proceeds | $24,140,000 | TotalProceedsAmt |
| In Reserve Fund | $2,270,664 | InReserveFundAmt |
| Issuance Costs From Proceeds | $482,800 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $2,023,505 | CapitalExpendituresAmt |
| Other Spent Proceeds | $19,478,305 | OtherSpentProceedsAmt |
| Substantial Completion | 2017 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 07/31/2023 |
| SCHEDULE K, PART I (F) | THE PROCEEDS FROM THE 2017 BONDS WILL BE USED BY CHANDLER HALL TO (I) REFUND THE OUTSTANDING PRINCIPAL BALANCE OF THE SERIES 2013 BONDS, (II) FINANCE THE COSTS OF CERTAIN CAPITAL IMPROVEMENTS INCLUDING THE RENOVATION AND REFURBISHING OF CERTAIN EXISTING BUILDINGS, (III) FINANCE THE REPAIR AND REPLACEMENT OF CERTAIN EXTERIOR IMPROVEMENTS, INCLUDING SIDEWALKS AND FACILITY ROOFING, (IV) FOR THE RENOVATION AND REPAIR OF SKILLED NURSING ROOMS AND COMMON FACILITIES, AND OTHER CAPITAL IMPROVEMENTS AS NEEDED, AND (V) PAY FOR THE COSTS OF ISSUANCE OF THE 2017 BONDS. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE CORPORATION AND TWO OR MORE OTHER DIRECTORS WHO SHALL BE NOMINATED BY THE GOVERNANCE COMMITTEE SUBJECT TO APPROVAL BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO MAKE A BINDING DECISION IN AN EMERGENCY ONLY IF A QUORUM OF THE ENTIRE BOARD IS NOT AVAILABLE FOR A SPECIALLY CALLED MEETING OF THE BOARD. THE CEO MAY BE AN INVITED GUEST. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS BYLAWS DURING THE YEAR TO REMOVE THE LANGUAGE REGARDING THEIR AFFILIATION WITH KENDAL CORPORATION. THE SIGNED AGREEMENT WAS EXECUTED IN JUNE 2023 TO DISAFFILIATE FROM KENDAL CORPORATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD, AND A FINAL COPY OF FORM 990 WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | A COPY OF THE CONFLICT OF INTEREST POLICY AND THE CONFLICT OF INTEREST SURVEY ARE DISTRIBUTED UPON HIRE OR APPOINTMENT AND ANNUALLY THEREAFTER TO EACH BOARD DIRECTOR, BOARD OFFICER, AND DEPARTMENT HEAD OR STAFF WHO HAS RESPONSIBILITY FOR PURCHASING, CONTRACTING AND/OR VENDOR SELECTION. EACH INDIVIDUAL WILL IDENTIFY AND DECLARE ON THE SURVEY ANY ACTUAL OR POTENTIAL CONFLICTS OF INTERESTS ON THE STATEMENT. CONFLICTS THAT ARISE BEFORE OR AFTER THE ANNUAL DISTRIBUTION OF THE SURVEY SHALL BE DISCUSSED AND DOCUMENTED. CONFLICT OF INTEREST SURVEYS ARE REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE WHO WILL REPORT TO THE FULL BOARD. POSSIBLE OR ACTUAL CONFLICTS THAT MAY ARISE DURING THE COURSE OF THE YEAR WILL BE HANDLED BY THE FINANCE COMMITTEE. CHANDLER HALL'S EXTERNAL AUDITORS REVIEW CONFLICT OF INTEREST INFORMATION. CONCERNS ARE REPORTED TO THE BOARD. CHANDLER HALL'S LEGAL COUNSEL OR EXTERNAL AUDITORS ARE AVAILABLE FOR ADVICE. ALL PARTIES GUARD AGAINST A CONFLICT OF INTEREST, WHETHER PERSONAL OR BUSINESS RELATED. THE ORGANIZATION ADDRESSES CONFLICTS OF INTEREST WHEN THEY ARISE. MEANS TO ADDRESS A CONFLICT OF INTEREST MAY INVOLVE ANY ONE OF THE FOLLOWING: 1) RECUSING ONESELF FROM PARTICIPATION IN A DECISION, 2) CHANGE IN COMMITTEE ASSIGNMENT, 3) CHANGE IN JOB RESPONSIBILITIES, OR 4) TERMINATION FROM EMPLOYMENT OR BOARD POSITION. |
| FORM 990, PART VI, SECTION B, LINE 15 | EXECUTIVE SALARY REVIEWS ARE PERFORMED ON AN ANNUAL BASIS. THE ORGANIZATION GATHERS COMPETITIVE SALARY SURVEYS FROM THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM), LEADING AGE, BOARD SOURCE AND GUIDE STAR. FINDINGS ARE FORWARDED TO THE BOARD CHAIRMAN WHO MEETS WITH THE EXECUTIVE COMMITTEE TO REVIEW THE FINDINGS AND DETERMINE REVISED PAY RATES FOR EXECUTIVE COMPENSATION. REVISED PAY RATES ARE FORWARDED TO THE HUMAN RESOURCES DIRECTOR FOR PROCESSING. COMPENSATION DELIBERATIONS AND FINAL DECISIONS ARE ALL DOCUMENTED IN BOARD MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | THERAPISTS: PROGRAM SERVICE EXPENSES 714,349. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 714,349. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 1,002,859. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,002,859. MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 180,952. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180,952. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 426,394. MANAGEMENT AND GENERAL EXPENSES 277,274. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 703,668. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 53,212. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 53,212. DATA PROCESSING: PROGRAM SERVICE EXPENSES 50,325. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 50,325. CONSULTING: PROGRAM SERVICE EXPENSES 5,200. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,200. MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 72,366. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 72,366. |