AFFILIA HOME HEALTH: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- AFFILIA HOME HEALTH (EIN 23-1352572)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-04-26
- IRS object ID
- 201711169349300116
- Schema version
- 2015v3.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-04-26T10:00:09-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352572 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AFFILIA HOME HEALTH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | AFFI | BusinessNameControlTxt |
| Phone | 7175444926 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1811 Olde Homestead Lane | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | F JOSEPH BYORICK III | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2016-11-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F JOSEPH BYORICK III CFO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1811 Olde Homestead Lane | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,112,580 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.affiliahomehealth.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Affilia Home Health is a community service organization that provides comprehensive home health care to people of all ages in Lancaster, Berks, Chester, Schuylkill, and Dauphin counties and their surrounding areas regardless of their ability to pay. Affilia Home Health provides skilled nursing, therapy, medical social services, and home health aid services. For the fiscal year ended June 30, 2016, Affilia Home Health provided patients with care at either no charge or a reduced fee. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 358 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $49,958 | PYContributionsGrantsAmt |
| CY Contributions Grants | $24,234 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $24,347,856 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $25,184,223 | CYProgramServiceRevenueAmt |
| PY Investment Income | $88,608 | PYInvestmentIncomeAmt |
| CY Investment Income | $237,106 | CYInvestmentIncomeAmt |
| PY Other Revenue | $17,270 | PYOtherRevenueAmt |
| CY Other Revenue | $71,151 | CYOtherRevenueAmt |
| PY Total Revenue | $24,503,692 | PYTotalRevenueAmt |
| CY Total Revenue | $25,516,714 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $20,190,051 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,292,014 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,182,510 | PYOtherExpensesAmt |
| CY Other Expenses | $5,555,794 | CYOtherExpensesAmt |
| PY Total Expenses | $24,372,561 | PYTotalExpensesAmt |
| CY Total Expenses | $27,847,808 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $131,131 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,331,094 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,769,779 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,283,436 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,471,211 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,582,988 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,298,568 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,700,448 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Affilia Home Health is a community service organization that provides comprehensive home health care to people of all ages in Lancaster, Berks ,Chester, Schuylkill, and Dauphin counties and their surrounding areas regardless of their ability to pay. Affilia Home Health provides skilled nursing, therapy, medical social services, and home health aid services. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,619,084 | ExpenseAmt |
| Revenue | $14,868,595 | RevenueAmt |
| Desc | HOME HEALTH CARE: SKILLED NURSING - SKILLED NURSES HELP PATIENTS RECOVER AFTER AN OPERATION OR ILLNESS, PROVIDE CARE TO AGING OR CHRONICALLY ILL PATIENTS, AND RELIEVE THE STRESS FOR FAMILY MEMBERS CARING FOR THEIR LOVED ONE. (96,042 VISITS) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,542,226 | ExpenseAmt |
| Revenue | $7,049,544 | RevenueAmt |
| Desc | HOME HEALTH CARE: PHYSICAL THERAPY - PHYSICAL THERAPISTS HELP PATIENTS IMPROVE MUSCLE STRENGTH, REGAIN FUNCTIONAL MOVEMENT, RELIEVE PAIN AND USE MEDICAL EQUIPMENT PROPERLY. (46,005 VISITS) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $169,059 | ExpenseAmt |
| Revenue | $2,241,949 | RevenueAmt |
| Desc | HOME HEALTH CARE: OCCUPATIONAL THERAPY - OCCUPATIONAL THERAPISTS WORK WITH PATIENTS TO REGAIN OR ADAPT THEIR ABILITY TO PERFORM DAILY LIVING SKILLS LIKE BATHING, DRESSING, OR PREPARING MEALS. (14,549 VISITS) | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $1,256,772 | $472,254 | HOME HEALTH CARE: HOME HEALTH CARE AID - HOME HEALTH CARE AIDES PROVIDE ASSISTANCE WITH DAILY LIVING ACTIVITIES IN THE HOME FOR THOSE PATIENTS UNABLE TO MANAGE THEIR PERSONAL CARE NEEDS AND HAVE AN ONGOING NEED FOR SKILLED CARE FROM A NURSE OR REHABILITATION THERAPIST. (6,776 VISITS) |
| $373,537 | $249,597 | HOME HEALTH CARE: SPEECH THERAPY - SPEECH THERAPISTS HELP PATIENTS IMPROVE OVERALL COMMUNICATION AND SWALLOWING ABILITIES. (1,687 VISITS) |
| $240,700 | $302,284 | HOME HEALTH CARE: MEDICAL SOCIAL WORKER - MEDICAL SOCIAL WORKERS HELP PATIENTS AND THEIR FAMILIES MANAGE AND OVERCOME DIFFICULT CIRCUMSTANCES RELATED TO THEIR HEALTH AND RECOVERY. (1,820 VISITS) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,871,009 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,024,135 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $19,201,378 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 358 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | Yes (true) | LocalChaptersInd |
| Policies Reference Chapters | Yes (true) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 | F JOSEPH BYORICK III CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7175444926 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 NORTH DUKE STREET | AddressLine1Txt |
| City | LANCASTER | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| Dan Ahern | ||||||||
| Trustee | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Gary Conner | ||||||||
| Trustee | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Geoffrey W Eddowes | ||||||||
| Chairperson | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Drew S Lerman | ||||||||
| Chairperson | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Regina M Mingle | ||||||||
| Trustee | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| William K Wilkison | ||||||||
| Vice Chairperson | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Richard J Mable | ||||||||
| Trustee | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Susan Wynne | ||||||||
| Trustee | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Mary C Agnew | ||||||||
| Trustee | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Carolyn Carlson | ||||||||
| President | 55.0 | Yes (X) | $0 | $0 | $0 | |||
| Margaret F Costella Esq | ||||||||
| Secretary | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Douglas W Rinehart | ||||||||
| Treasurer | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Joan Silver | ||||||||
| Trustee | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Michael A Young | ||||||||
| Trustee | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Susan D Crow | ||||||||
| Director Rehab Services | 40.0 | $126,881 | $0 | $12,394 | Yes (X) | |||
| Kenneth W Fox | ||||||||
| Physical Therapist | 40.0 | $101,738 | $0 | $21,747 | Yes (X) | |||
| Tammy Keith | ||||||||
| Director Business Operations | 40.0 | $124,507 | $0 | $12,798 | Yes (X) | |||
| Scott A Kunkel | ||||||||
| Manager Rehab Services | 40.0 | $99,530 | $0 | $3,974 | Yes (X) | |||
| Victoria J Testa | ||||||||
| Director Clinical Operations | 40.0 | $106,257 | $0 | $5,857 | Yes (X) | |||
| William V Dunstan | ||||||||
| Former President | $137,280 | $0 | $1,331 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $696,193 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $58,101 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 7 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HIGH FAMILY PARTNERSHIP | |||||
| 1853 WILLIAM PENN WAY | LANCASTER | PA | 17605 | RENT & BUILDING SERVICES | $204,043 |
| PINNACLE HEALTH HOSPITALS | |||||
| 409 S SECOND ST 4TH FL | HARRISBURG | PA | 171058700 | RENT & BUILDING SERVICES | $103,601 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $12,763 | FederatedCampaignsAmt |
| All Other Contributions | $11,471 | AllOtherContributionsAmt |
| Total Contributions | $24,234 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Home Health Care Medicare Revenue | 621610 | $14,388,594 | $14,388,594 |
| Home Health Care Other Payers | 621610 | $10,815,629 | $10,815,629 |
| Provision for Bad Debts | 900099 | -$20,000 | -$20,000 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $25,184,223 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,173 | TotalRevenueColumnAmt |
| Exclusion | $141,173 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,691,798 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,595,866 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $95,932 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,933 | TotalRevenueColumnAmt |
| Exclusion | $95,933 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous operating revenue | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $71,151 | TotalRevenueColumnAmt |
| Exclusion | $71,151 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $71,151 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $25,516,714 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $25,184,223 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $308,257 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,409,587 | TotalAmt |
| Program Services | $14,635,730 | ProgramServicesAmt |
| Management And General | $2,773,857 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $823,958 | TotalAmt |
| Program Services | $466,976 | ProgramServicesAmt |
| Management And General | $356,982 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,784,360 | TotalAmt |
| Program Services | $1,063,385 | ProgramServicesAmt |
| Management And General | $1,720,975 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,274,109 | TotalAmt |
| Program Services | $1,072,486 | ProgramServicesAmt |
| Management And General | $201,623 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,900 | TotalAmt |
| Management And General | $25,900 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,587 | TotalAmt |
| Management And General | $25,587 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,733,007 | TotalAmt |
| Program Services | $467,035 | ProgramServicesAmt |
| Management And General | $1,265,972 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,714 | TotalAmt |
| Program Services | $2,277 | ProgramServicesAmt |
| Management And General | $32,437 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $212,602 | TotalAmt |
| Program Services | $63,883 | ProgramServicesAmt |
| Management And General | $148,719 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,798 | TotalAmt |
| Program Services | $10,105 | ProgramServicesAmt |
| Management And General | $93,693 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,059 | TotalAmt |
| Program Services | $1,504 | ProgramServicesAmt |
| Management And General | $450,555 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $780,002 | TotalAmt |
| Program Services | $765,367 | ProgramServicesAmt |
| Management And General | $14,635 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,956 | TotalAmt |
| Program Services | $10,287 | ProgramServicesAmt |
| Management And General | $248,669 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,853 | TotalAmt |
| Management And General | $122,853 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Supplies | $451,030 | $449,419 | $1,611 |
| Equipment Rental and Maintenance | $572,453 | $191,573 | $380,880 |
| Printing and Publications | $91,686 | $933 | $90,753 |
| Miscellaneous | $7,393 | $418 | $6,975 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $683,754 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $683,754 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,847,808 | TotalAmt |
| Program Services | $19,201,378 | ProgramServicesAmt |
| Management And General | $8,646,430 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850 | BOYAmt |
| EOY | $850 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,426,932 | BOYAmt |
| EOY | $2,499,594 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,551,625 | BOYAmt |
| EOY | $2,349,895 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,620 | BOYAmt |
| EOY | $387,601 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,451,327 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,959,243 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $513,650 | BOYAmt |
| EOY | $492,084 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,574,756 | BOYAmt |
| EOY | $5,026,866 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,502,346 | BOYAmt |
| EOY | $1,526,546 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,769,779 | BOYAmt |
| EOY | $12,283,436 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,641,771 | BOYAmt |
| EOY | $1,718,881 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $784,851 | BOYAmt |
| EOY | $864,107 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,589 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,471,211 | BOYAmt |
| EOY | $2,582,988 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,045,016 | BOYAmt |
| EOY | $9,451,760 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,832 | BOYAmt |
| EOY | $25,009 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,720 | BOYAmt |
| EOY | $223,679 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,298,568 | BOYAmt |
| EOY | $9,700,448 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,769,779 | BOYAmt |
| EOY | $12,283,436 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,331,094 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$267,026 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $194,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,702 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,452 | CurrentTaxYearAmt |
| Total | $468,571 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $194,572 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,209 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $57,702 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,452 | CurrentTaxYearAmt |
| Total | $468,571 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $468,571 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $64,664 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,412 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,828 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $71,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $141,173 | CurrentTaxYearAmt |
| Total | $345,189 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,267 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $90,791 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,986 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,270 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $71,151 | CurrentTaxYearAmt |
| Total | $193,465 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,007,225 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $113,191,904 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.4652 | PublicSupportCY170Pct |
| Public Support PY170 | 0.5004 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part II, Line 7 Other Income | Other Income includes Miscellaneous Operating Income of $5,759 and Miscellaneous Non-Operating Income of $228 and Sales to Affiliates of $65,164. |
| Schedule A, Part II, Line 10 Other Income | DESCRIPTION - , COLUMN A - 2267.0, COLUMN B - 90791.0, COLUMN C - 11986.0, COLUMN D - 17270.0, COLUMN E - 71151.0, COLUMN F - 193465.0; DESCRIPTION - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 0; DESCRIPTION - , COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 0; DESCRIPTION - OTHER EXCLUDED REVENUE, COLUMN A - , COLUMN B - , COLUMN C - , COLUMN D - , COLUMN E - , COLUMN F - 0; |
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 | $46,192 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$1,014 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $45,178 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $33,584 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,608 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $46,192 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,972 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $4,612 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $33,584 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,770 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $5,202 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $28,972 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,140,518 | BeginningYearBalanceAmt |
| Contributions | $18 | ContributionsAmt |
| Investment Earnings Or Losses | $85,584 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,000 | OtherExpendituresAmt |
| Administrative Expenses | $3,201,350 | AdministrativeExpensesAmt |
| End Year Balance | $23,770 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.0 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.47 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,047 | OtherCostOrOtherBasisAmt |
| Depreciation | $47,047 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,404,280 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,912,196 | DepreciationAmt |
| Book Value | $492,084 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $492,084 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Interest Receivable | $5,500 |
| Miscellaneous Receivables | $51,730 |
| Perpetual Trust | $199,559 |
| Goodwill | $1,269,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,526,546 | TotalBookValueOtherAssetsAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $25,249,688 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$275,244 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $8,218 | OtherRevenueAmt |
| Revenue Not Reported | -$267,026 | RevenueNotReportedAmt |
| Revenue Subtotal | $25,516,714 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $25,516,714 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,847,808 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,847,808 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $27,847,808 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 Intended uses of endowment funds | The intended use of endowment funds held by Affilia Home Health are to further the organization's exempt purpose of providing comprehensive home health care regardless of the patient's ability to pay. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | Affilia Home Health follows the accounting guidance for uncertainties in income tax positions which requires that a tax position be recognized or derecognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. Affilia Home Health does not believe it's consolidated financial statements include any material uncertain tax positions. |
| Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 | Perpetual Trust Distribution - 8218 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | William V Dunstan | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Former President | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $137,280 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $1,331 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $138,611 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 3 COMPENSATION | AFFILIA HOME HEALTH FOLLOWS THE COMPENSATION PROCESS OF LANCASTER GENERAL HEALTH, THE MANAGING MEMBER. LANCASTER GENERAL HEALTH'S EXECUTIVE COMPENSATION PROCESS INCLUDES THE FOLLOWING REVIEW AND ACTION BY THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES WHICH IS COMPRISED OF INDEPENDENT TRUSTEES. AN EVALUATION OF PERFORMANCE AGAINST GOALS IS CONDUCTED AT THE CLOSE OF A FISCAL YEAR TO DETERMINE THE LEVEL OF ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE OF THE CEO AND SENIOR EXECUTIVES SO AS TO DETERMINE MERIT AND INCENTIVE PAY ACTIONS. MARKET DATA FOR BASE SALARY, TOTAL CASH COMPENSATION AND TOTAL COMPENSATION IS PROVIDED BY AN INDEPENDENT THIRD PARTY TO THE COMMITTEE AND REFLECTS A MARKET BASKET OF SIMILARLY SIZED ORGANIZATIONS WITH COMPARABLE EXECUTIVE POSITIONS. UPON REVIEW AND DISCUSSION OF THE RELATED DATA AND INFORMATION THE COMMITTEE TAKES ACTION WHICH IS RECORDED IN THE MEETING MINUTES WHICH ARE THEN FILED FOR FUTURE REFERENCE.. |
| Schedule J, Part I, Line 1a Tax indemnification and gross-up payments | Affilia Home Health (EIN # 23-1352572) provides gross-up payments to employees when they receive holiday gift cards so as to provide tax assistance in that no tax burdens are created with the intended gift. Holiday gift cards in the amount of $15 per employee were given during the 2015 tax year |
| Schedule J, Part I, Line 1b Written policy regarding payment or reimbursement of expenses | There are currently no written policies in place for gross up payments. |
| Schedule J, Part I, Line 4a Severance or change-of-control payment | ONE INDIVIDUAL WAS PAID OUT A SEVERANCE IN THE AMOUNT OF $138,611 FOR CALENDAR YEAR 2015 PURSUANT TO THE SEVERANCE AGREEMENT MADE SEPTEMBER 2014. THE AGREEMENT ENDED SEPTEMBER 2015. |
| Schedule J, Part I, Line 7 Non-fixed payments | Affilia Home Health participates in the Lancaster General Health Annual Incentive Plan (The Plan). The purpose of the Plan is to reinforce strategic performance priorities for senior management and management employees and to encourage the highest level of performance in the delivery of health care services. As a reward for employees' contributions to Lancaster General Health's success, the Plan provides the opportunity to earn meaningful incentive compensation based on the performance of Lancaster General Health and the individual Participants. Specifically, the Plan is designed to: *Focus Participants on the achievement of organization goals related to people, service, quality/safety, financial and growth;*Promote and foster a team oriented culture;*Strengthen Lancaster General Health's ability to attract and retain superior talent, recognize and reward accomplishments that clearly advance the organization's mission, and drive strategies;*Provide incentive awards that can be adjusted annually for different business conditions and business plan priorities without changing basic design features of the Plan; and *Provide annual incentive opportunities with due consideration to the requirements of the Intermediate Sanctions law and the regulations there under. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 1,256,772 including grants of $)(Revenue $ 472,254) HOME HEALTH CARE: HOME HEALTH CARE AID - HOME HEALTH CARE AIDES PROVIDE ASSISTANCE WITH DAILY LIVING ACTIVITIES IN THE HOME FOR THOSE PATIENTS UNABLE TO MANAGE THEIR PERSONAL CARE NEEDS AND HAVE AN ONGOING NEED FOR SKILLED CARE FROM A NURSE OR REHABILITATION THERAPIST. (6,776 VISITS) |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 373,537 including grants of $)(Revenue $ 249,597) HOME HEALTH CARE: SPEECH THERAPY - SPEECH THERAPISTS HELP PATIENTS IMPROVE OVERALL COMMUNICATION AND SWALLOWING ABILITIES. (1,687 VISITS) |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 240,700 including grants of $)(Revenue $ 302,284) HOME HEALTH CARE: MEDICAL SOCIAL WORKER - MEDICAL SOCIAL WORKERS HELP PATIENTS AND THEIR FAMILIES MANAGE AND OVERCOME DIFFICULT CIRCUMSTANCES RELATED TO THEIR HEALTH AND RECOVERY. (1,820 VISITS) |
| POLICIES AND PROCEDURES | THE ORGANIZATION HAS THE POLICIES AND PROCEDURES IN PLACE AS MENTIONED IN FORM 990, PART VI, SECTION A, LINE 12A, 14, AND 16B. HOWEVER, THEY ARE NOT CURRENTLY APPROVED BY THE GOVERNING BOARD. |
| Form 990, Part VI, Line 3 Delegation of management duties | Lancaster General Health (EIN# 23-2250941) and Lancaster General Hospital (EIN# 23-1365353) provide management services to Affilia Home Health. Such services include , but are not limited to, accounting, audit, human resources, information technology, and management oversight. |
| Form 990, Part VI, Line 6 Classes of members or stockholders | As of January 1, 2012, the members of the Corporation shall be Lancaster General Health (EIN 22-2250941), a Pennsylvania nonprofit corporation and The Reading Hospital and Medical Center (EIN 23-1352204), a Pennsylvania nonprofit corporation and Pinnacle Health Hospitals (EIN 23-2024121 ), a Pennsylvania nonprofit corporation. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | The Board of Directors of the Corporation shall be composed of eight directors. This number may be increased or decreased, however, the percentage of physician directors shall never be more than 20 percent of the total number of Directors in office. As of January 1, 2012, three Directors shall be elected by each of LG Health (EIN 22-2250941) and The Reading Hospital and Medical Center (EIN 23-1352204), and the remaining two shall be elected by Pinnacle Health Hospitals (EIN 23-2024121) at the annual meeting of the members. Each Director shall be appointed for a three year term. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | A majority of the Directors of the Board shall constitute a quorum for the transaction of business. The acts of a majority of the Directors present and voting at a meeting at which a quorum is present shall be the acts of the Board. |
| Form 990, Part VI, Line 9 Interested person not at organization's address | Board Members Geoffrey W. Eddowes, Margaret F. Costella, Douglas W. Rinehart, Regina M. Mingle and Susan P. Wynne can be reached at Lancaster General Health, 555 North Duke Street, PO Box 3555, Lancaster, PA 17604-3555. Board Members Richard J. Mable and Dan Ahern, can be reached at The Reading Hospital and Medical Center, 601 Spruce Street, Reading PA 19611. Board Member William K. Wilkinson can be reached at Pinnacle Health Community Hospital, 4300 Londonderry Road, Harrisburg, PA 17109. Board Members Michael A. Young and Joan Silver can be reached at Pinnacle Health System, P.O. Box 8700, Harrisburg, PA 17105-8700. Board Members Mary C. Agnew and Gary Conner can be reached at Reading Hospital, PO Box 16052, Reading, PA 19612. Board Member Drew S. Lerman can be reached at Reading Hospital, Sixth Avenue and Spruce Street, West Reading, PA 19611. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | The Vice President Controller and the Director of Accounting reviewed the Form 990. The Form 990 will also be shared during the next Finance Committee and Board meeting held in May 2017. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | The following practices occur in regard to the review and approval of compensation for the President of Affilia Home Health. An Independent Board reviews comparative market data for similarly sized organizations as provided by a third party consultant prior to taking action on any compensation decisions. Minutes of these proceedings are documented for future reference and Board approval occurs before decisions are implemented. The position of President is the only position considered to be an executive leader thereby following process noted above. |
| Form 990, Part VI, Line 19 Required documents available to the public | Affilia Home Health does not make the governing documents, conflict of interest policy, or financial statements available to the public. |
| Form 990, Part VII, Section A, Line 1a, Column (C) | Carolyn Carlson, President of Affilia Home Health, is compensated through Horizon Healthcare Services, LLP (EIN 23-2910102), which is not required to file an IRS Form 990. |