2017-04-26T10:00:09-05:00 2016-06-30 990 2015-07-01 231352572 AFFILIA HOME HEALTH AFFI 7175444926 1811 Olde Homestead Lane LANCASTER PA 17601 F JOSEPH BYORICK III CFO 2016-11-14 2015 2021-01-29 14:40:06Z X F JOSEPH BYORICK III CFO 1811 Olde Homestead Lane LANCASTER PA 17601 29112580 false X www.affiliahomehealth.org X 1926 PA 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. 8 0 358 0 0 0 49958 24234 24347856 25184223 88608 237106 17270 71151 24503692 25516714 0 0 20190051 22292014 0 0 4182510 5555794 24372561 27847808 131131 -2331094 14769779 12283436 2471211 2582988 12298568 9700448 X 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. false false 12619084 14868595 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) 4542226 7049544 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) 169059 2241949 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) 1256772 472254 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) 373537 249597 HOME HEALTH CARE: SPEECH THERAPY - SPEECH THERAPISTS HELP PATIENTS IMPROVE OVERALL COMMUNICATION AND SWALLOWING ABILITIES. (1,687 VISITS) 240700 302284 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) 1871009 1024135 19201378 true true false false false false false false false true true false false true false true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 19 0 true 358 true false false false false false false X 8 0 false true false false true true true true true true true true false false true false true false false PA X F JOSEPH BYORICK III CFO 7175444926 555 NORTH DUKE STREET LANCASTER PA 17604 Dan Ahern Trustee 2.0 X X 0 0 0 Gary Conner Trustee 2.0 X X 0 0 0 Geoffrey W Eddowes Chairperson 2.0 X X 0 0 0 Drew S Lerman Chairperson 2.0 X X 0 0 0 Regina M Mingle Trustee 2.0 X X 0 0 0 William K Wilkison Vice Chairperson 2.0 X X 0 0 0 Richard J Mable Trustee 2.0 X X 0 0 0 Susan Wynne Trustee 2.0 X 0 0 0 Mary C Agnew Trustee 2.0 X 0 0 0 Carolyn Carlson President 55.0 X 0 0 0 Margaret F Costella Esq Secretary 2.0 X 0 0 0 Douglas W Rinehart Treasurer 2.0 X 0 0 0 Joan Silver Trustee 2.0 X 0 0 0 Michael A Young Trustee 2.0 X 0 0 0 Susan D Crow Director Rehab Services 40.0 X 126881 0 12394 Kenneth W Fox Physical Therapist 40.0 X 101738 0 21747 Tammy Keith Director Business Operations 40.0 X 124507 0 12798 Scott A Kunkel Manager Rehab Services 40.0 X 99530 0 3974 Victoria J Testa Director Clinical Operations 40.0 X 106257 0 5857 William V Dunstan Former President X 137280 0 1331 696193 0 58101 7 true false false HIGH FAMILY PARTNERSHIP 1853 WILLIAM PENN WAY LANCASTER PA 17605 RENT & BUILDING SERVICES 204043 PINNACLE HEALTH HOSPITALS 409 S SECOND ST 4TH FL HARRISBURG PA 171058700 RENT & BUILDING SERVICES 103601 2 12763 11471 24234 Home Health Care Medicare Revenue 621610 14388594 14388594 Home Health Care Other Payers 621610 10815629 10815629 Provision for Bad Debts 900099 -20000 -20000 0 0 0 0 25184223 141173 141173 0 0 3691798 3595866 95932 0 95933 95933 Miscellaneous operating revenue 900099 71151 71151 0 0 0 0 71151 25516714 25184223 0 308257 17409587 14635730 2773857 823958 466976 356982 2784360 1063385 1720975 1274109 1072486 201623 25900 25900 25587 25587 1733007 467035 1265972 0 34714 2277 32437 212602 63883 148719 103798 10105 93693 452059 1504 450555 780002 765367 14635 258956 10287 248669 122853 122853 Supplies 451030 449419 1611 Equipment Rental and Maintenance 572453 191573 380880 Printing and Publications 91686 933 90753 Miscellaneous 7393 418 6975 683754 0 683754 0 27847808 19201378 8646430 0 850 850 2426932 2499594 2551625 2349895 0 0 199620 387601 3451327 2959243 513650 492084 7574756 5026866 0 0 1502346 1526546 14769779 12283436 1641771 1718881 784851 864107 44589 0 2471211 2582988 X 12045016 9451760 22832 25009 230720 223679 12298568 9700448 14769779 12283436 -2331094 -267026 0 X false true X true false X 194572 119636 64209 57702 32452 468571 0 0 194572 119636 64209 57702 32452 468571 0 468571 64664 36412 31828 71112 141173 345189 0 0 0 0 0 0 2267 90791 11986 17270 71151 193465 1007225 113191904 0.4652 0.5004 X 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; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46192 -1014 45178 33584 12608 46192 28972 0 4612 0 0 0 33584 23770 0 5202 0 0 0 28972 3140518 18 85584 1000 3201350 23770 0.0 0.53 0.47 false false 47047 47047 0 3404280 2912196 492084 492084 Interest Receivable 5500 Miscellaneous Receivables 51730 Perpetual Trust 199559 Goodwill 1269757 1526546 0 X 25249688 -275244 8218 -267026 25516714 0 0 25516714 27847808 0 0 27847808 0 0 27847808 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 X false true X X X true false false false false false false true false William V Dunstan Former President 0 0 0 0 137280 0 0 0 1331 0 138611 0 0 0 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. 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.