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TOWER HEALTH AT HOME: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
TOWER HEALTH AT HOME (EIN 23-2469321)
Tax period
2021-01-01 to 2021-04-30
Filed
2022-03-14
IRS object ID
202230739349301523
Schema version
2021v4.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-03-14T13:18:28-05:00ReturnTs
Tax Period End2021-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18350 BROAD STREET STE 900AddressLine1Txt
CityMCLEANCityNm
State AbbreviationVAStateAbbreviationCd
ZIP22102ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232469321EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TOWER HEALTH AT HOMEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTOWEBusinessNameControlTxt
Phone6103780481PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11170 BERKSHIRE BLVDAddressLine1Txt
CityWOMISSINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP196101215ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonP SUE PERROTTYPersonNm
Person TitleINTERIM TH PRES/CEOPersonTitleTxt
Phone4846284307PhoneNum
Signature2022-03-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstP SUEPersonFirstNm
Person LastPERROTTYPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANDREW ROEPreparerPersonNm
PTINP01876391PTIN
Phone7032868000PhoneNum
Preparation2022-03-14PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Final ReturnYes (X)FinalReturnInd
Principal OfficerWILLIAM DUNSTANPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11170 BERKSHIRE WAYAddressLine1Txt
CityWYOMISSINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19610ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,557,987GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.TOWERHEALTHATHOME.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1987FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionMANAGEMENT SERVICES TO RELATED HEALTH CARE ENTITIES AND TO PROMOTE COMMUNITY HEALTHY PROGRAMS.ActivityOrMissionDesc
Contract TerminationYes (X)ContractTerminationInd
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee45TotalEmployeeCnt
Total Volunteers3TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$620PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$5,214,626PYProgramServiceRevenueAmt
CY Program Service Revenue$1,557,945CYProgramServiceRevenueAmt
PY Investment Income$3,178PYInvestmentIncomeAmt
CY Investment Income$42CYInvestmentIncomeAmt
PY Other Revenue$147PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$5,218,571PYTotalRevenueAmt
CY Total Revenue$1,557,987CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,775,602PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,134,457CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$2,219,871PYOtherExpensesAmt
CY Other Expenses$956,696CYOtherExpensesAmt
PY Total Expenses$5,995,473PYTotalExpensesAmt
CY Total Expenses$2,091,153CYTotalExpensesAmt
PY Revenues Less Expenses-$776,902PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$533,166CYRevenuesLessExpensesAmt
Total Assets BOY$12,721,726TotalAssetsBOYAmt
Total Assets EOY$0TotalAssetsEOYAmt
Total Liabilities BOY$11,727,742TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$993,984NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$0NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE MANAGEMENT SERVICES TO RELATED TAX-EXEMPT HEALTH CARE ENTITIES AND TO PROMOTE COMMUNITY HEALTH PROGRAMS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,661,781ExpenseAmt
Revenue$1,557,945RevenueAmt
DescMANAGEMENT SERVICES ARE PROVIDED TO THE COMPANY'S OPERATING ENTITIES, TOWER HEALTH AT HOME-BERKS; TOWER HEALTH AT HOME-POTTSTOWN; AND TOWER HEALTH AT HOME-ADVANTAGE HOME CARE.Desc
Total Program Service Expenses$1,661,781TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsYes (true)TerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee45EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonROBERT EHINGER SVP FIN OPERATIONSPersonNm
Phone4846288000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1420 SOUTH 5TH AVENUEAddressLine1Txt
CityWEST READINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19611ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
THERESE SUCHER
CHAIRPERSON0.1051.90Yes (X)Yes (X)$0$489,202$93,375
GARY CONNER
TREAS. TERME0.0553.95Yes (X)Yes (X)$0$531,958$6,877
DANIEL AHERN
SECRETARY0.0551.95Yes (X)Yes (X)$0$441,788$65,251
MARY AGNEW
BOARD MEMBER0.0552.45Yes (X)$0$248,422$31,244
WILLIAM DUNSTAN
CEO49.900.10Yes (X)Yes (X)$109,208$0$4,722
KEVIN SCOTT
TREASURER39.950.05Yes (X)Yes (X)$34,726$0$8,709
JOANNE JUDGE
BOARD MEMBER0.050.40Yes (X)$0$0$0
KAREN THACKER
BOARD MEMBER0.050.40Yes (X)$0$0$0
CHRISTOPHER TURTELL
VICE CHAIRPE0.050.40Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$143,934TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,711,370TotReportableCompRltdOrgAmt
Total Other Compensation$210,178TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Business621610BusinessCd
Total Revenue Column$1,557,945TotalRevenueColumnAmt
Related Or Exempt Func Income$1,557,945RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$1,557,945TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$42TotalRevenueColumnAmt
Exclusion$42ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,557,987TotalRevenueColumnAmt
Related Or Exempt Func Income$1,557,945RelatedOrExemptFuncIncomeAmt
Exclusion$42ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$155,018TotalAmt
Management And General$155,018ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$706,039TotalAmt
Program Services$706,039ProgramServicesAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$63,772TotalAmt
Program Services$43,807ProgramServicesAmt
Management And General$19,965ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$145,391TotalAmt
Program Services$116,313ProgramServicesAmt
Management And General$29,078ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$64,237TotalAmt
Program Services$51,390ProgramServicesAmt
Management And General$12,847ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$367,654TotalAmt
Program Services$294,123ProgramServicesAmt
Management And General$73,531ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$7,000TotalAmt
Management And General$7,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$177,180TotalAmt
Program Services$141,744ProgramServicesAmt
Management And General$35,436ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$52,102TotalAmt
Program Services$41,682ProgramServicesAmt
Management And General$10,420ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,614TotalAmt
Program Services$2,091ProgramServicesAmt
Management And General$523ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$149,374TotalAmt
Program Services$149,374ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$17,096TotalAmt
Program Services$13,677ProgramServicesAmt
Management And General$3,419ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,595TotalAmt
Program Services$2,076ProgramServicesAmt
Management And General$519ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
REPAIRS & MAINTENANCE$92,084$73,667$18,417
OTHER TAXES$58,995$58,995
MEDICAL SUPPLIES$8,990$8,990
OUTSIDE SERVICES$3,651$2,921$730

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$17,361TotalAmt
Program Services$13,887ProgramServicesAmt
Management And General$3,474ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,091,153TotalAmt
Program Services$1,661,781ProgramServicesAmt
Management And General$429,372ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$11,708,951BOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$17,817BOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$73,048BOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$95,187BOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$826,723BOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$12,721,726BOYAmt
EOY$0EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$579,892BOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,147,850BOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,727,742BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$993,984BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$993,984BOYAmt
EOY$0EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$12,721,726BOYAmt
EOY$0EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$533,166ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$460,818OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations3SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (3 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
TOWER HEALTH AT HOME - BERKS
2314662503Yes (true)$0$1,882,038
TOWER HEALTH AT HOME - POTTSTOWN
2313525743Yes (true)$0$125,469
TOWER HEALTH AT HOME-ADVANTAGE HOME CARE
2324693193Yes (true)$0$83,646
FieldValueIRS element (for citing)
Supported Organizations Total3SupportedOrganizationsTotalCnt
Other Support Sum$2,091,153OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (true)ListedByNameGoverningDocInd
Suprt Org No IRS DeterminationfalseSuprtOrgNoIRSDeterminationInd
Supported Org Section C456falseSupportedOrgSectionC456Ind
Supported Org Not Organized USfalseSupportedOrgNotOrganizedUSInd
Organization Change Suprt OrgfalseOrganizationChangeSuprtOrgInd
Support Non Supported OrgfalseSupportNonSupportedOrgInd
Payment Substantial ContribtrfalsePaymentSubstantialContribtrInd
Loan Disqualified PersonfalseLoanDisqualifiedPersonInd
Controlled Disqualified PrsnfalseControlledDisqualifiedPrsnInd
Disqualified Prsn Controll IntfalseDisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr IntfalseDisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesfalseExcessBusinessHoldingsRulesInd
Contribution ControllerfalseContributionControllerInd
Contribution FamilyfalseContributionFamilyInd
Contribution35 ControlledfalseContribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (true)MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSUPPLEMENTAL INFORMATIONFormAndLineReferenceDesc
ExplanationTHE EXPENSES INCURRED BY TOWER HEALTH AT HOME THAT ARE REPORTED ON FORM 990, PART IX WERE EXPENDED FOR THE BENEFIT OF ITS THREE SUPPORTED ORGANIZATIONS.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$818,812BeginningYearBalanceAmt
Investment Earnings Or Losses$42InvestmentEarningsOrLossesAmt
Other Expenditures$818,106OtherExpendituresAmt
Administrative Expenses$748AdministrativeExpensesAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$819,636BeginningYearBalanceAmt
Investment Earnings Or Losses$6,267InvestmentEarningsOrLossesAmt
Other Expenditures$3,093OtherExpendituresAmt
Administrative Expenses$3,998AdministrativeExpensesAmt
End Year Balance$818,812EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,416,646BeginningYearBalanceAmt
Investment Earnings Or Losses$21,431InvestmentEarningsOrLossesAmt
Other Expenditures$615,694OtherExpendituresAmt
Administrative Expenses$2,747AdministrativeExpensesAmt
End Year Balance$819,636EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,921,936BeginningYearBalanceAmt
Investment Earnings Or Losses-$2,611,467InvestmentEarningsOrLossesAmt
Other Expenditures$2,955,154OtherExpendituresAmt
Administrative Expenses-$61,331AdministrativeExpensesAmt
End Year Balance$1,416,646EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,195,714BeginningYearBalanceAmt
Investment Earnings Or Losses$928,667InvestmentEarningsOrLossesAmt
Other Expenditures$165,458OtherExpendituresAmt
Administrative Expenses$36,987AdministrativeExpensesAmt
End Year Balance$6,921,936EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4THE ORGANIZATION POOLS ITS PORTION OF THE ENDOWMENT/INVESTMENT MONEY WITH ITS RELATED PARTIES FOR INVESTMENT MANAGEMENT PURPOSES UNDER A TOWER HEALTH AT HOME INVESTMENT ACCOUNT, MANAGED BY A THIRD-PARTY ASSET MANAGEMENT COMPANY. ENDOWMENT FUNDS ARE USED TO FURTHER THE MISSION OF THE ORGANIZATION AND SPECIFIC, BOARD APPROVED PROJECTS.
SCHEDULE D, PAGE 3, PART XTHE SYSTEM IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C) (3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. ON SUCH A BASIS, THE EXEMPT ENTITIES DO NOT INCUR LIABILITY FOR FEDERAL INCOME TAXES, EXCEPT IN THE CASE OF UNRELATED BUSINESS INCOME. THE SYSTEM EVALUATES UNCERTAIN TAX POSITIONS USING A TWO-STEP APPROACH FOR RECOGNIZING AND MEASURING TAX BENEFITS TAKEN OR EXPECTED TO BE TAKEN IN AN UNRELATED BUSINESS ACTIVITY TAX RETURN AND DISCLOSURES REGARDING UNCERTAINTIES IN TAX POSITIONS. NO ADJUSTMENTS TO THE CONSOLIDATED FINANCIAL STATEMENTS WERE REQUIRED AS A RESULT OF THIS EVALUATION.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
THERESE SUCHER
CHAIRPERSON$269,252$219,950$78,846$14,529$582,577$213,439
GARY CONNER
TREAS. TERMED 2/2021-$59,961$591,919$1,434$5,443$538,835$188,225
DANIEL AHERN
SECRETARY$208,967$232,821$57,313$7,938$507,039$226,944
MARY AGNEW
BOARD MEMBER$153,884$94,538$25,532$5,712$279,666$74,394

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PAGE 1, PART I, LINE 4THERESE SUCHER 0 213,439 0 GARY CONNER 129,050 188,225 0 DANIEL AHERN 0 226,944 0 MARY AGNEW 0 74,394 0 WILLIAM DUNSTAN 0 26,298 0
SCHEDULE J, PART IIITHE AMOUNTS IDENTIFIED AS NON-QUALIFIED ARE 457(F) PAYOUTS THAT WERE ACCRUED IN PRIOR YEARS. THESE AMOUNTS WERE REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 4B TERMS AND CONDITIONAL OF PARTICIPATION IN THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: THE 457(F) PLAN IS A TAX-DEFERRED RETIREMENT PLAN CONSISTING OF EMPLOYER CONTRIBUTIONS THAT ARE DESIGNED TO HELP SUPPLEMENT THE RETIREMENT SAVINGS FOR KEY EMPLOYEES. THE EMPLOYEE IS IMMEDIATELY ELIGIBLE TO RECEIVE TOWER HEALTH CONTRIBUTIONS TO THE 457(F) DEFERRED COMPENSATION PLAN. THE EMPLOYEE MUST BE EMPLOYED ON DECEMBER 31ST TO RECEIVE THE EMPLOYER CONTRIBUTION FOR THAT PLAN YEAR. THE EMPLOYEE SHALL BECOME 100% VESTED IN THE EMPLOYER CONTRIBUTION FOR THAT PLAN YEAR THREE YEARS AFTER THE CONTRIBUTION HAS BEEN MADE TO THE ACCOUNT. THE EMPLOYEE WILL ALSO BECOME 100% VESTED IN ALL EMPLOYER CONTRIBUTIONS: 1) UPON ATTAINING THE AGE 65 WHILE STILL EMPLOYED BY TOWER HEALTH 2) DUE TO DEATH OR DISABILITY 3) UPON TERMINATION OF EMPLOYMENT WITHOUT CAUSE

Schedule N IRS990ScheduleN

Liquidation Of Assets Table LiquidationOfAssetsTableGrp

Liquidation Of Assets Detail LiquidationOfAssetsDetail

FieldValueIRS element (for citing)
Assets Distri Or Expnss PaidALL ASSETSAssetsDistriOrExpnssPaidDesc
Distribution2021-04-23DistributionDt
Fair Market Value Of Asset$460,818FairMarketValueOfAssetAmt
Method Of FMV DeterminationACTUALMethodOfFMVDeterminationTxt
EIN231466250EIN
PersonTOWER HEALTH AT HOME-BERKSPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11170 BERKSHIRE BLVDAddressLine1Txt
CityWYOMISSINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP196101215ZIPCd
FieldValueIRS element (for citing)
IRC Section501(C)(3)IRCSectionTxt
FieldValueIRS element (for citing)
Director Of SuccessorYes (true)DirectorOfSuccessorInd
Employee Of SuccessorYes (true)EmployeeOfSuccessorInd
Owner Of SuccessorfalseOwnerOfSuccessorInd
Receive CompensationfalseReceiveCompensationInd
Assets DistributedYes (true)AssetsDistributedInd
Required To Notify AGYes (true)RequiredToNotifyAGInd
Liabilities PaidYes (true)LiabilitiesPaidInd
Bonds OutstandingfalseBondsOutstandingInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 IS PREPARED BY HOSPITAL STAFF AND REVIEWED BY ITS EXTERNAL TAX ADVISORS. THE RETURN IS THEN MADE AVAILABLE TO THE TOWER HEALTH AT HOME BOARD OF DIRECTORS FOR REVIEW PRIOR TO THE SIGNING, FILING, AND PUBLIC RELEASE.
FORM 990, PAGE 6, PART VI, LINE 12CEACH DIRECTOR, EMPLOYEE AND VOLUNTEER WILL SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. THE ORGANIZATION'S POLICY REQUIRES DIRECTORS, EMPLOYEE, AND VOLUNTEERS TO AVOID ALL CONFLICTS OF INTEREST AND THE APPEARANCE OF ANY CONFLICT OF INTEREST. TO AVOID THE APPEARANCE OF A CONFLICT OF INTEREST, A DIRECTOR, EMPLOYEE OR VOLUNTEER CAN NOT PARTICIPATE IN MAKING ANY DECISION OR RECOMMENDATION CONCERNING A MATTER WHICH MAY RESULT IN ANY BENEFIT OR FINANCIAL GAIN, EITHER DIRECTLY OR INDIRECTLY, TO THE DIRECTOR, EMPLOYEE OR VOLUNTEER OR A MEMBER OF HIS/HER IMMEDIATE FAMILY. IN ADDITION, FULL DISCLOSURE OF THE PERTINENT FACTS REGARDING THE POTENTIAL CONFLICT OF INTEREST IS REQUIRED TO BE PROVIDED BY THE DIRECTOR, EMPLOYEE OR VOLUNTEER. TO FURTHER AVOID THE APPEARANCE OF A CONFLICT OF INTEREST, A DIRECTOR, EMPLOYEE OR VOLUNTEER MAY NOT SOLICIT OR ACCEPT GIFTS, TIPS OR OTHER SPECIAL CONSIDERATOINS OF ECONOMIC VALUE INCLUDING PERSONAL INSURANCE BENEFICIARY STATUS, FROM CLIENTS, THIER FAMILIES, VISITORS OR VENDORS. IMPARTIAL DECISION-MAKING BASED ON THE BEST INTEREST OF THE ORGANIZATION SHALL ALSO APPLY TO RELATIONS WITH VENDORS. DECISIONS REGARDING PRODUCTS AND VENDORS SHALL BE MADE OBJECTIVELY AND WITHOUT FAVORITISM. ANY ACTUAL, APPARENT OR POTENTIAL CONFLICTS OF INTEREST SHALL BE REPORTED TO AN APPROPRIATE MEMBER OF THE ORGANIZATION'S MANAGEMENT. IF A MATTER ARISES WITH RESPECT TO WHICH A MEMBER OF THE BOARD OF MANAGEMENT STAFF HAVE A REASON TO BELIEVE THAT HE OR SHE MAY HAVE A CONFLICT OF INTEREST, IT SHALL BE PROMPTLY DISCLOSED BY THE BOARD/STAFF MEMBER TO THE BOARD OF DIRECTORS OR PRESIDENT AND CEO. THE BOARD MEMBER SHALL FURTHER DISCLOSE ANY REASON KNOWN TO HIM OR HER WHY THE PROPOSED ACTION MAY OR MAY NOT BE IN THE BEST INTEREST OF THE ORGANIZATION. EXCEPT FOR SUCH DISCLOSURES, THE BOARD/STAFF MEMBER SHALL NOT PARTICIPATE IN BY VOTE OR OTHERWISE, ANY DECISION OR CONSIDERATION OF THE PROPOSED ACTION. HIS/HER ABSTENTION AND THE REASON FOR IT SHALL BE RECORDED IN THE MINUTES.
FORM 990, PAGE 6, PART VI, LINE 15ATHE TOWER HEALTH INDEPENDENT COMPENSATION COMMITTEE IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF ALL COMPENSATION AND BENEFITS PROVIDED. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT TO PREPARE AND REVIEW IN ADVANCE COMPREHENSIVE DATA SHOWING THE COMPENSATION PROVIDED BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY SIMILAR POSITIONS.
FORM 990, PAGE 6, PART VI, LINE 15BTHE TOWER HEALTH INDEPENDENT COMPENSATION COMMITTEE IS RESPONSIBLE FOR THE REVIEW AND APPROVAL OF ALL COMPENSATION AND BENEFITS PROVIDED. THE COMMITTEE WORKS WITH AN INDEPENDENT COMPENSATION CONSULTANT TO PREPARE AND REVIEW IN ADVANCE COMPREHENSIVE DATA SHOWING THE COMPENSATION PROVIDED BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY SIMILAR POSITIONS.
FORM 990, PAGE 6, PART VI, LINE 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART XIBUSINESS CONSOLIDATED WITH TOWER HEALTH AT HOME - BERKS A 501(C)(3) ORGANIZATION WITH TAX ID 23-1466250. ALL ASSETS WERE TRANSFERRED TO TOWER HEALTH AT HOME - BERKS.
FORM 990, PART XI, LINE 9TRANSFER OF ASSETS TO THAH-BERKS -460,818

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
TOWER HEALTH AT HOME - BERKS
1170 BERKSHIRE BLVDWYOMISSINGPA19610231466250HEALTHCAREPA501C33THAHYes (true)
TOWER HEALTH AT HOME - POTTSTOWN
1170 BERKSHIRE BLVDWYOMISSINGPA19610231352574HEALTHCAREPA501C33THAHYes (true)
TOWER HEALTH AT HOME-ADV HOME CARE
1170 BERKSHIRE BLVDWYOMISSINGPA19610232469319HEALTHCAREPA501C33THAHYes (true)
TOWER HEALTH
420 SOUTH 5TH AVENUEWEST READINGPA19611232201344SUPPORTINGPA501C312CNAfalse
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
TOWER HEALTH AT HOME - BERKS
QGL TRANSACTION
TOWER HEALTH AT HOME - POTTSTOWN
QGL TRANSACTION
TOWER HEALTH AT HOME - ADVANTAGE
QGL TRANSACTION