PENNSYLVANIA ASSOCIATION OF NON PROFIT HOMES FOR THE AGING: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- PENNSYLVANIA ASSOCIATION OF NON PROFIT HOMES FOR THE AGING (EIN 23-6394750)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202433169349303123
- 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 | 2024-11-11T11:13:25-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 901 NORTH GLEBE ROAD SUITE 200 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22203 | 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 | 236394750 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENNSYLVANIA ASSOCIATION OF NON-PROFIT | BusinessNameLine1Txt |
| Business Name Line2 | HOMES FOR THE AGING | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENN | BusinessNameControlTxt |
| Phone | 7177635724 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 BENT CREEK BOULEVARD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GARRY PEZZANO | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 7177635724 | PhoneNum |
| Signature | 2024-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT WILLIAMS | PreparerPersonNm |
| PTIN | P01345960 | PTIN |
| Phone | 5712279500 | PhoneNum |
| Preparation | 2024-10-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEADINGAGE PA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GARRY PEZZANO | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 BENT CREEK BOULEVARD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,547,227 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LEADINGAGEPA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE PROVISION OF EDUCATION AND TRAINING PROGRAMS, AND THE SUPPORT AND PROMOTION OF THE OPERATIONS AND ACTIVITIES OF LEADINGAGE PA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 54 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,962 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,981 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $868,295 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $800,677 | CYProgramServiceRevenueAmt |
| PY Investment Income | $125,723 | PYInvestmentIncomeAmt |
| CY Investment Income | $166,632 | CYInvestmentIncomeAmt |
| PY Other Revenue | $77,675 | PYOtherRevenueAmt |
| CY Other Revenue | $107,804 | CYOtherRevenueAmt |
| PY Total Revenue | $1,079,655 | PYTotalRevenueAmt |
| CY Total Revenue | $1,078,094 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $131,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $111,960 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,297,670 | PYOtherExpensesAmt |
| CY Other Expenses | $1,427,256 | CYOtherExpensesAmt |
| PY Total Expenses | $1,428,670 | PYTotalExpensesAmt |
| CY Total Expenses | $1,539,216 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$349,015 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$461,122 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,436,736 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,733,700 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $771,361 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,081,700 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,665,375 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,652,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT AND PROMOTE THE OPERATIONS AND ACTIVITIES OF LEADINGAGE PA AND ITS MEMBER ORGANIZATIONS, AND TO PROVIDE EDUCATION AND TRAINING TO SENIOR SERVICES PROVIDERS AND THEIR PERSONNEL. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,279,560 | ExpenseAmt |
| Grant | $111,960 | GrantAmt |
| Revenue | $800,677 | RevenueAmt |
| Desc | PENNSYLVANIA ASSOCIATION OF NON-PROFIT HOMES FOR THE AGING (PANPHA) PROVIDES FINANCIAL AND OPERATIONAL SUPPORT TO ITS CONTROLLING ENTITY, LEADINGAGE PA, AN ASSOCIATION SERVING NON-PROFIT PROVIDERS OF SENIOR SERVICES IN PENNSYLVANIA. PANPHA PROVIDES FINANCIAL SUPPORT TO LEADINGAGE PA THROUGH THE FUNDING OF EDUCATIONAL PROGRAMMING GRANTS THAT DEFRAY THE COSTS OF LEADINGAGE PA'S ANNUAL CONFERENCE, WEBINARS, AND OTHER EVENTS. ADDITIONALLY, PANPHA AWARDED $86,960 OF SCHOLARSHIPS TO LEADINGAGE PA MEMBERS' PERSONNEL TO PROMOTE CAREERS IN LONG-TERM CARE. PANPHA ALSO PROVIDES SUPPORT TO LEADINGAGE PA THROUGH THE PROVISION OF OFFICE SPACE AND MEETING FACILITIES. CONTINUED ON SCHEDULE O. COMMENCING IN 2019, PANPHA EXPANDED ITS SERVICES BY OFFERING EDUCATIONAL PROGRAMMING AND LEADERSHIP TRAINING TO THE LEADINGAGE PA MEMBERS AND OTHER INDIVIDUALS WORKING IN THE LONG-TERM CARE INDUSTRY. | Desc |
| Total Program Service Expenses | $1,279,560 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | 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 | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | 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 | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GARRY PEZZANO PRESIDENTCEO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7177903956 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 BENT CREEK BOULEVARD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (11 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|---|---|
| GARRY PEZZANO | |||||||||
| PRESIDENT/CEO | 1.00 | 36.50 | Yes (X) | $0 | $298,373 | $40,683 | |||
| CHARLES QUINNAN | |||||||||
| SVP & CHIEF GOV'T AFFAIRS | 1.00 | 36.50 | $0 | $167,040 | $26,302 | Yes (X) | |||
| RANDY SHAEFFER | |||||||||
| SVP OF FINANCE AND ADMIN - LEFT SEPT 2023 | 3.00 | 34.50 | Yes (X) | $0 | $122,102 | $25,423 | |||
| MARIANNE LAKE | |||||||||
| SR. VP OF EDUCATION & RESEARCH | 36.50 | 1.00 | $0 | $113,562 | $22,281 | Yes (X) | |||
| NATALIE MACDONALD | |||||||||
| STRATEGY OFFICE | 2.00 | 35.50 | $0 | $111,297 | $25,169 | Yes (X) | |||
| VICKI LOUCKS | |||||||||
| CHAIR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BILL KINGSBURY | |||||||||
| CHAIR-ELECT | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DEBRA LARKIN | |||||||||
| SECRETARY | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JAMES PIEFFER | |||||||||
| IMMEDIATE PAST CHAIR | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JEREMY NEELY | |||||||||
| IMMEDIATE PAST CHAIR - LEFT JUN 2023 | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| CHRIS WRIGHT | |||||||||
| TREASURER | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $812,374 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $139,858 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| O'KEEFE COMMUNICATIONS LLC | |||||
| 2 BETHESDA METRO CENTER STE 3 | BETHESDA | MD | 20814 | AUDIO/VISUAL SERVICES | $159,286 |
| LEADINGAGE PA | |||||
| 1100 BENT CREEK BOULEVARD | MECHANICSBURG | PA | 17050 | MANAGEMENT SERVICES | $148,800 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $2,950 | FundraisingAmt |
| All Other Contributions | $31 | AllOtherContributionsAmt |
| Total Contributions | $2,981 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATIONAL SEMINARS | 561499 | $726,295 | $726,295 |
| FELLOWS IN LEADERSHIP | 561499 | $40,357 | $40,357 |
| QUALIFIED SPONORSHIPS | 561499 | $34,025 | $34,025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $800,677 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,140 | TotalRevenueColumnAmt |
| Exclusion | $108,140 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $297,507 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $192,644 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $104,863 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $104,863 | TotalRevenueColumnAmt |
| Exclusion | $104,863 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,313,633 | SecuritiesAmt |
| Other | $16,958 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,272,099 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,534 | SecuritiesAmt |
| Other | $16,958 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,492 | TotalRevenueColumnAmt |
| Exclusion | $58,492 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $2,950 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $4,390 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$390 | TotalRevenueColumnAmt |
| Exclusion | -$390 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AGELESS ART SALES | Desc |
| Business | 561499 | BusinessCd |
| Total Revenue Column | $3,331 | TotalRevenueColumnAmt |
| Exclusion | $3,331 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,331 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,078,094 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $800,677 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $274,436 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,000 | TotalAmt |
| Program Services | $25,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,960 | TotalAmt |
| Program Services | $86,960 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,800 | TotalAmt |
| Management And General | $148,800 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,607 | TotalAmt |
| Management And General | $17,607 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,749 | TotalAmt |
| Program Services | $23,749 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,372 | TotalAmt |
| Program Services | $645 | ProgramServicesAmt |
| Management And General | $7,727 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,889 | TotalAmt |
| Program Services | $11,810 | ProgramServicesAmt |
| Management And General | $1,079 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,485 | TotalAmt |
| Program Services | $14,485 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,794 | TotalAmt |
| Management And General | $34,794 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,481 | TotalAmt |
| Program Services | $19,481 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,096,264 | TotalAmt |
| Program Services | $1,096,264 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,091 | TotalAmt |
| Program Services | $631 | ProgramServicesAmt |
| Management And General | $10,460 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,088 | TotalAmt |
| Management And General | $4,088 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER FEES | Desc |
| Total | $30,653 | TotalAmt |
| Management And General | $30,653 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,983 | TotalAmt |
| Program Services | $535 | ProgramServicesAmt |
| Management And General | $4,448 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,539,216 | TotalAmt |
| Program Services | $1,279,560 | ProgramServicesAmt |
| Management And General | $259,656 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,455 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,310 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,603 | BOYAmt |
| EOY | $14,229 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,942 | BOYAmt |
| EOY | $99,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,558,139 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,324,982 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,300,630 | BOYAmt |
| EOY | $1,233,157 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,988,251 | BOYAmt |
| EOY | $4,384,429 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,436,736 | BOYAmt |
| EOY | $5,733,700 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,703 | BOYAmt |
| EOY | $48,564 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200,188 | BOYAmt |
| EOY | $192,376 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $534,470 | BOYAmt |
| EOY | $840,760 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $771,361 | BOYAmt |
| EOY | $1,081,700 | 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 | $4,608,981 | BOYAmt |
| EOY | $4,629,846 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,394 | BOYAmt |
| EOY | $22,154 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,665,375 | BOYAmt |
| EOY | $4,652,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,436,736 | BOYAmt |
| EOY | $5,733,700 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$461,122 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $447,747 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $14,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,030 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,528 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,962 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,981 | CurrentTaxYearAmt |
| Total | $38,029 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,088,299 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $474,569 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $603,354 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,045,895 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $800,677 | CurrentTaxYearAmt |
| Total | $4,012,794 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,102,827 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $477,599 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $612,882 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,053,857 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $803,658 | CurrentTaxYearAmt |
| Total | $4,050,823 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | 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) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $4,050,823 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,140 | CurrentTaxYearAmt |
| Total | $873,543 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $213,565 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $173,860 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,432 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $198,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,140 | CurrentTaxYearAmt |
| Total | $873,543 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,447 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year | $3,331 | CurrentTaxYearAmt |
| Total | $6,778 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,319,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $651,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $792,314 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,252,403 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $915,129 | CurrentTaxYearAmt |
| Total | $4,931,144 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.82150 | PublicSupportCY509Pct |
| Public Support PY509 | 0.77750 | PublicSupportPY509Pct |
| Investment Income CY | 0.17710 | InvestmentIncomeCYPct |
| Investment Income PY | 0.22170 | 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 | OTHER INCOME - 2019 AMOUNT: $ 3,447. AGELESS ART SALES - 2023 AMOUNT: $ 3,331. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $249,145 | OtherCostOrOtherBasisAmt |
| Book Value | $249,145 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,237,575 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,307,048 | DepreciationAmt |
| Book Value | $930,527 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $71,419 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,934 | DepreciationAmt |
| Book Value | $53,485 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,233,157 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED ORGANIZATION | Desc |
| Amt | $840,760 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $840,760 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | PANPHA HAS MAINTAINED A COLLECTION OF ART FROM RESIDENTS SERVED BY OUR MEMBERS TO SHOWCASE TALENTS OF SENIORS RESIDING IN OUR MEMBER COMMUNITIES. ALL ART WAS DONATED BY THE ARTISTS AND NO VALUE WAS ESTABLISHED FOR THE ART NOR WAS FINANCIAL GAIN INTENDED. ART HAS BEEN IN THE PANPHA BUILDING FOR 14 YEARS AND WILL REMAIN THERE ON DISPLAY INDEFINITELY. |
| PART X, LINE 2: | PANPHA IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (CODE). ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. ACCOUNTING PINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ASSOCIATION TO EVALUATE TAX POSITIONS TAKEN BY PANPHA AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICES (IRS). PANPHA HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS FOR YEARS ENDED DECEMBER 31, 2020 AND THEREAFTER, REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST SENIOR FAMILY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 489 CASTLE SHANNON BLVD | AddressLine1Txt |
| City | PITTSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 820868020 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $25,000 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | ADMINISTRATOR-IN-TRAINING (AIT) PROGRAM GRANT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| SCHOLARSHIP RECIPIENTS | 33 | $38,960 | FMV | HIGHER EDUCATION SCHOLARSHIP GRANT |
| INTERNSHIP RECIPIENTS | 8 | $48,000 | FMV | HIGHER EDUCATION INTERNSHIP GRANT |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | PANPHA PROMOTES AND SUPPORTS PROFESSIONAL AND LEADERSHIP DEVELOPMENT PROGRAMS FOR ITS MEMBERS THROUGH THE PAYMENTS OF SCHOLARSHIPS. SCHOLARSHIP CANDIDATES (INCLUDING INTERNSHIP CANDIDATES) MUST SUBMIT A WRITTEN APPLICATION AND, IN THE CASE OF ADMINISTRATOR-IN-TRAINING PROGRAMS, APPROVAL OF THE SPONSORING MEMBERS' PROGRAM BY THE DEPARTMENT OF STATE. FELLOWS-IN-LEADERSHIP TRAINING SCHOLARSHIPS RELATE TO A LEADERSHIP PROGRAM PRESENTED BY PANPHA PERSONNEL. PANPHA'S PERSONNEL MONITOR THE SCHOLARSHIP RECIPIENTS' PARTICIPATION IN THE PROGRAM. PANPHA IS A STATE AFFILIATE OF LEADINGAGE, A NATIONAL ORGANIZATION THAT SERVES NON-PROFIT PROVIDERS IN THE LONG-TERM CARE AND SENIOR SERVICES INDUSTRY. PANPHA SUPPORTS THROUGH CONTRIBUTIONS, PROGRAM INITIATED AND SPONSORED BY LEADINGAGE THAT PROMOTE THE PROVISION OF QUALITY SERVICES TO THE ELDERLY. PANHA RELIES ON MATERIALS PROVIDED BY LEADINGAGE AS THE BASIS FOR MAKING CONTRIBUTIONS AND MONITORING THEIR USE. |
| PART III, COLUMN (B): | SCHOLARSHIPS PAID BY PENNSYLVANIA ASSOCIATION OF NON-PROFIT HOMES FOR THE AGING. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GARRY PEZZANO | ||||||||||||||
| PRESIDENT/CEO | $0 | $263,146 | $0 | $24,300 | $0 | $10,927 | $0 | $17,247 | $0 | $23,436 | $0 | $339,056 | $0 | $0 |
| CHARLES QUINNAN | ||||||||||||||
| SVP & CHIEF GOV'T AFFAIRS | $0 | $164,320 | $0 | $2,000 | $0 | $720 | $0 | $9,979 | $0 | $16,323 | $0 | $193,342 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES, IT UTILIZES THE SERVICES OF EMPLOYEES OF ITS RELATED PARTY, LEADINGAGE PA. THE ORGANIZATION REIMBURSES THE RELATED PARTY FOR TIME EXPENDED. LEADINGAGE PA USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | OFFICERS GARRY PEZZANO AND RANDY SHAEFFER HAVE A BUSINESS RELATIONSHIP AMONG EACH OTHER AND WITH THE BOARD MEMBERS OF PANPHA BECAUSE THEY ARE EMPLOYED BY A RELATED ORGANIZATION OF WHICH THE OFFICERS AND BOARD MEMBERS ALSO SERVE. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER OF THE CORPORATION IS LEADINGAGE PA. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF DIRECTORS SHALL BE COMPOSED OF THE EXECUTIVE COMMITTEE OF THE MEMBER'S BOARD OF DIRECTORS. THE DIRECTORS SHALL BE APPOINTED BY THE MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7B | WITHOUT THE APPROVAL OF THE MEMBER, THE BOARD MAY NOT: (A) APPROVE THE CORPORATION'S OPERATING AND CAPITAL BUDGETS; (B) MAKE ANY STRATEGIC PLANNING DECISIONS OR APPROVE A STRATEGIC PLAN; (C) AUTHORIZE OR ENGAGE IN ANY MARKETING OR COMMUNITY EDUCATION PROGRAMS; (D) SECURE TAX-EXEMPT FINANCING OR OTHERWISE BORROW MORE THAN $25,000 UNDER TERMS WHICH PROVIDE FOR A REPAYMENT PERIOD IN EXCESS OF THREE MONTHS; (E) INITIATE, CEASE, OR SIGNIFICANTLY MODIFY ANY FUND-RAISING ACTIVITIES OR PLANS FOR THE SOLICITATION OF CHARITABLE CONTRIBUTIONS OR FOR THE SOLICITATION OR ACCEPTANCE AS A GIFT OF ANY REAL PROPERTY OR INTEREST THEREIN; (F) APPOINT OR REMOVE BOARD MEMBERS; (G) AMEND THE CORPORATIONS ARTICLES OR THESE BYLAWS; (H) INITIATE, CEASE OR SIGNIFICANTLY MODIFY ANY OF THE CORPORATIONS LINES OF SERVICE, PRODUCTS OR PROGRAMS; (I) SELECT, REMOVE OR REPLACE AUDITORS OR LEGAL COUNSEL FOR THE CORPORATION; (J) AUTHORIZE FUNDAMENTAL CHANGES TO THE CORPORATION, INCLUDING THE ADOPTION OF A PLAN OF DISSOLUTION OF THE CORPORATION; THE ADOPTION OF A PLAN OF MERGER, CONSOLIDATION, DIVISION, CONVERSION OR AFFILIATION WITH ANOTHER ENTITY; AND CHANGE TO THE CURRENT CORPORATION'S CORPORATE ORGANIZATIONAL STRUCTURE; (K) AUTHORIZE AND DESIGNATE OFFICERS OF THE CORPORATION TO EXECUTE A DEED OF ASSIGNMENT FOR THE BENEFIT OF CREDITORS; FILE A VOLUNTARY PETITION IN BANKRUPTCY; FILE AN ANSWER CONSENTING TO THE APPOINTMENT OF A RECEIVER; OR FILE AN ANSWER TO AN INVOLUNTARY PETITION IN BANKRUPTCY; (L) ORGANIZE OR ACQUIRE ANY SUBSIDIARY OR AFFILIATE; (M) CHANGE THE CORPORTATION'S FISCAL YEAR; (N) DETERMINE TO INDEMNIFY A REPRESENTATIVE (AS THAT TERM IN DEFINED IN SECTION 10.1) AS PROVIDED IN THESE BYLAWS; (O) UNDERTAKE PARTICIPATION IN A JOINT VENTURE WITH ONE OR MORE ORGANIZATIONS; OR (P) AUTHORIZE CHANGES IN THE CORPORATE PURPOSE. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE IS NO EXECUTIVE COMMITTEE AT PANPHA AS IT IS THE SAME AS THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY TAX ADVISORS OF A NATIONAL ACCOUNTING FIRM WITH INFORMATION PROVIDED BY MANAGEMENT. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE RETURN IS THEN FINALIZED AND THE BOARD IS PROVIDED A COPY OF THE FORM 990 BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | PANPHA HAS A REQUEST FOR PROPOSAL (RFP) PROCESS IN PLACE WHICH REQUIRES BID/PROPOSAL FROM ORGANIZATIONS/INDIVIDUALS PURSUING A CONTRACTUAL AND/OR CONSULTANT RELATIONSHIP WITH PANPHA. THE PROPOSALS ARE REVIEWED BY APPROPRIATE STAFF AND MEMBER TASK FORCE AND/OR BOARD OF DIRECTORS. IN ADDITION, THERE IS A FORMAL CONFLICT OF INTEREST POLICY FOR THE BOARD OF DIRECTORS AND SENIOR TEAM MEMBERS THAT IS PROVIDED TO THE PANPHA BOARD AND SENIOR MANAGEMENT ANNUALLY AND IS REVIEWED DURING A FORMAL ORIENTATION EACH YEAR WHEN THE NEW BOARD IS SEATED. PANPAH'S PRESIDENT/CEO ALONG WITH THE BOARD CHAIR ENSURE THAT ALL BOARD MEMBERS AND THE SENIOR MANAGEMENT TEAM UNDERSTAND THE POLICY AND ARE IN COMPLIANCE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO FULL BOARD OF DIRECTORS, BOARD OFFICERS, STAFF, AND ARE AVAILABLE UPON REQUEST TO MEMBERS AND THE PUBLIC. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEADINGAGE PA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 BENT CREEK BOULEVARD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 812276039 | EIN |
| Primary Activities | MEMBERSHIP ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(6) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KAIROS HEALTH SYSTEMS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 BENT CREEK BOULEVARD | AddressLine1Txt |
| City | MECHANICSBURG | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251776320 | EIN |
| Primary Activities | HEALTHCARE | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| LEADINGAGE PA | ||
| J | $177,600 | COST |
| LEADINGAGE PA | ||
| M | $148,800 | COST |
| LEADINGAGE PA | ||
| O | $482,034 | COST |
| LEADINGAGE PA | ||
| P | $111,814 | COST |
| LEADINGAGE PA | ||
| P | $92,649 | COST |
| LEADINGAGE PA | ||
| R | $362,995 | ACTUAL |
| LEADINGAGE PA | ||
| Q | $1,017,656 | ACTUAL |
| LEADINGAGE PA | ||
| L | $819,156 | ACTUAL |
| LEADINGAGEPA | ||
| E | $840,760 | ACTUAL |
| KAIROS HEALTH SYSTEMS | ||
| E | $100,000 | ACTUAL |