2025-11-12T08:47:35-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-01-01 232365124 CHANDLER HALL HEALTH SERVICES INC CHAN 2158604000 99 BARCLAY STREET NEWTOWN PA 18940 JOHN WHITMAN CEO 2158604000 2025-11-10 1 1 KERRI N BOGDA P00760402 7177404863 2025-11-10 2024 2025-03-06 01:10:19Z JOHN WHITMAN 99 BARCLAY STREET NEWTOWN PA 18940 20243071 0 X HTTPS://CHANDLERHALLHEALTHSERVICES.ORG X 1985 PA CHANDLER HALL PROVIDES HOUSING, HEALTH CARE, AND OTHER RELATED SERVICES TO SENIOR CITIZENS. 6 6 288 75 16968 0 232083 281187 20584935 19365421 353254 346739 211424 118823 21381696 20112170 0 0 0 0 12632056 12329782 0 0 18913 9973144 9049129 22605200 21378911 -1223504 -1266741 22852022 21984809 34807453 34797240 -11955431 -12812431 X CHANDLER HALL, A NON-PROFIT ORGANIZATION, AS GUIDED BY THE QUAKER PRINCIPLE OF SEEKING THAT OF GOD IN EVERYONE, PROVIDES AN ARRAY OF QUALITY CARE SERVICES FOR AGING INDIVIDUALS, THEIR FAMILIES AND CAREGIVERS, WHO BECOME A PART OF THE CHANDLER HALL COMMUNITY. 0 0 17757667 19365421 CHANDLER HALL HEALTH SERVICES, INC. IS ORGANIZED AND OPERATED EXCLUSIVELY FOR CHARITABLE PURPOSES WITHIN THE MEANING OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS AUTHORIZED TO BUILD, OWN, OPERATE AND MAINTAIN RESIDENTIAL, MEDICAL AND PROTECTIVE CARE FACILITIES SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, EMOTIONAL, RECREATIONAL, SOCIAL AND RELIGIOUS NEEDS OF ELDERLY PERSONS, INCLUDING, BUT NOT LIMITED TO, A SKILLED NURSING FACILITY AND HOSPICE; TO OPERATE SUCH FACILITIES AT THE LOWEST FEASIBLE COST; AND TO BUILD, OWN, OPERATE, AND MAINTAIN RELATED SUPPORT FACILITIES AND SERVICES, ALL TO BE USED IN CONNECTION WITH THE FOREGOING FACILITIES, AND FOR ANY OTHER PROPER AND CHARITABLE PURPOSES.CHANDLER HALL HEALTH SERVICES, INC. IS A CONTINUING CARE RETIREMENT COMMUNITY WHICH PROVIDES VARIOUS LEVELS OF LIVING AND CARE FOR THE SENIOR COMMUNITY. WE OFFER INDEPENDENT LIVING, PERSONAL CARE, MEMORY CARE AND SKILLED NURSING SERVICES. WE ALSO PROVIDE RESPITE CARE, HOSPICE CARE (COMMUNITY AND CAMPUS) AND PALLIATIVE CARE. OUR FRIENDS NURSING HOME IS A LONG-TERM CARE FACILITY CONSISTING OF 53 SKILLED NURSING BEDS AND PROVIDING VARIOUS ANCILLARY SERVICES. THE HOSPICE PROGRAM PROVIDES SERVICES AND SUPPORT TO THE TERMINALLY ILL AND THEIR FAMILIES. CHANDLER HALL HAS 10 INDEPENDENT LIVING AND 21 RESIDENTIAL LIVING ARRANGEMENTS AND 80 UNITS BETWEEN PERSONAL CARE AND MEMORY CARE.IN 2024, FRIENDS NURSING HOME PROVIDED 17,044 DAYS OF SKILLED CARE WHICH CORRELATES TO 87.86% OCCUPANCY.PERSONAL CARE AND MEMORY CARE COMBINED FOR 2024 RESULTED IN 21,616 RESIDENT DAYS. PERSONAL CARE RESULTED IN 13,413 DAYS WITH A CORRELATING 76.35% OCCUPANCY RATE. MEMORY CARE RESULTED IN 8,203 DAYS WITH 70.04% OCCUPANCY RATE.OUR HOME-CARE HOSPICE PROGRAM HAD 24,708 VISITS IN 2024. 17757667 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 288 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 1 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X CHRISTINE LANDENBERGER CFO 2672912210 99 BARCLAY STREET NEWTOWN PA 18940 SHERRIN JOHNSON BOARD CHAIR 4.00 0.00 X X 0 0 0 JENNA DAVIS VICE-CHAIR 4.00 0.00 X X 0 0 0 PAUL SHEEHAN VICE-CHAIR (UNTIL 9/24) 4.00 0.00 X X 0 0 0 LORRAINE MUTH TREASURER 2.00 0.00 X X 0 0 0 PETER FREY SECRETARY 2.00 0.00 X X 0 0 0 DAVID SMITH DIRECTOR 2.00 0.00 X 0 0 0 SHAUNA BETOF DIRECTOR 2.00 0.00 X 0 0 0 MICHAEL SMITH DIRECTOR (UNTIL 8/24 ) 2.00 0.00 X 0 0 0 JOHN WHITMAN CEO 40.00 0.00 X 195800 0 13454 CHRISTINE LANDENBERGER CFO 40.00 0.00 X 155537 0 15826 VIKTORIA STEBNER REGISTERED NURSE 40.00 0.00 X 132592 0 9859 LAURA SHAVER DIRECTOR OF CLINICAL SERVICES 40.00 0.00 X 125874 0 10084 DEBORAH MARINO NURSE PRACTITIONER 40.00 0.00 X 128360 0 768 IGNACY PAWLOWSKI LPN 40.00 0.00 X 118910 0 9765 CHRISTOPHER DONNELLY HEALTH SERVICES ADMIN 40.00 0.00 X 127295 0 809 984368 0 60565 15 0 1 0 HEALTHPRO HERITAGE PO BOX 69268 BALTIMORE MD 212649268 PHYS., OCC., SPEECH THERAPY 625852 INTELYCARE INC PO BOX 200413 PITTSBURGH PA 152510413 AGENCY STAFFING 271683 REINSEL KUNTZ LESHER LLP PO BOX 8408 LANCASTER PA 176048408 CONSULTING/BILLING 124083 3 27009 254178 281187 NET PATIENT & RESIDENT SVC REV 623000 19333034 19333034 ENTRANCE FEES 623000 32387 32387 19365421 346739 346739 96210 93877 2333 2333 2333 26826 27009 25632 1194 1194 34350 11392 22958 22958 CAFETERIA REVENUE 722514 33338 33338 BARBER/BEAUTY SHOP INCOME 900099 30320 30320 CATERING REVENUE 722320 16968 16968 11712 11712 92338 20112170 19365421 16968 448594 X 380617 318674 61293 650 9868563 8261316 1588984 18263 47642 38932 8710 1209724 1017266 192458 823236 642310 180926 29121 29121 46126 15502 30624 90056 90056 2267678 1975965 291713 26642 26642 415658 247825 167833 302210 302210 629816 629816 101856 98939 2917 16156 8357 7799 1459141 1459141 1393844 1393844 594798 73474 521324 MEDICAL SUPPLIES 1000079 1000079 FOOD 554264 539321 14943 EMPLOYEE RELATIONS 52154 52154 BARBER & BEAUTY SHOP 26952 26952 42578 9954 32624 21378911 17757667 3602331 18913 281634 164732 970972 799615 1436094 1662599 44956 38773 500421 521605 44660244 36281943 9390582 8378301 10227363 10419184 22852022 21984809 4066081 4338041 22892199 22273544 398725 392594 7450448 7793061 34807453 34797240 X -12868678 -13692235 913247 879804 -11955431 -12812431 22852022 21984809 -1266741 409741 0 X 0 1 X 1 0 X 975986 2627591 382292 232083 281187 4499139 16368190 17003263 20232374 20584935 19365421 93554183 17344176 19630854 20614666 20817018 19646608 98053322 13480 14300 50000 35000 25000 137780 0 13480 14300 50000 35000 25000 137780 97915542 195219 128195 219324 434554 442949 1420241 195219 128195 219324 434554 442949 1420241 23471 32892 96392 209013 136546 498314 17562866 19791941 20930382 21460585 20226103 99971877 0.97940 0.98050 0.01420 0.01350 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISC INCOME - 2020 AMOUNT: $ 757. 2021 AMOUNT: $ 3,989. 2022 AMOUNT: $ 2,108. 2023 AMOUNT: $ -7,254. 2024 AMOUNT: $ 2,786. CAFETERIA REVENUE - 2020 AMOUNT: $ 11,177. 2021 AMOUNT: $ 8,367. 2022 AMOUNT: $ 37,517. 2023 AMOUNT: $ 40,532. 2024 AMOUNT: $ 33,338. FUNDRAISING REVENUE-NON-CHARITABLE - 2022 AMOUNT: $ 21,466. 2023 AMOUNT: $ 24,302. 2024 AMOUNT: $ 26,826. RESIDENT RELATED REVENUE - 2020 AMOUNT: $ 572. 2021 AMOUNT: $ 893. MEDICAL RECORDS - 2020 AMOUNT: $ 637. 2021 AMOUNT: $ 360. SETTLEMENTS - 2020 AMOUNT: $ 4,694. BARBER/BEAUTY SHOP INCOME - 2020 AMOUNT: $ 5,102. 2021 AMOUNT: $ 19,283. 2022 AMOUNT: $ 30,873. 2023 AMOUNT: $ 29,601. 2024 AMOUNT: $ 30,320. GUEST MEALS - 2020 AMOUNT: $ 532. 2023 AMOUNT: $ 40. 2024 AMOUNT: $ 768. SPECIAL EVENTS - 2022 AMOUNT: $ 4,428. 2023 AMOUNT: $ 6,294. BUSINESS LOSS INTERUPTION CLAIM - 2023 AMOUNT: $ 115,498. NON-CHARITABLE GAMING INCOME - 2024 AMOUNT: $ 34,350. INSURANCE REIMBURSEMENT - 2024 AMOUNT: $ 8,158. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1386309 156327 7838 1534798 1214295 178984 6970 1386309 1416896 -195671 6930 1214295 1247419 176690 7213 1416896 1135736 117795 6112 1247419 0.83000 0.17000 0.00000 0 0 928004 928004 37087434 30150672 6936762 5789474 5411896 377578 855332 719375 135957 8378301 REFUNDABLE ENTRANCE FEES 1176950 NONREFUNDABLE ENTRANCE FEES 377399 DEFERRED SYSTEM FEE 5150196 REFUNDABLE ADVANCES 1088516 7793061 20626506 409741 409741 20216765 -104595 -104595 20112170 21483506 104595 104595 21378911 0 21378911 PART V, LINE 4: CONTRIBUTIONS TO THE ENDOWMENT FUND WILL BE ACCEPTED FROM BOTH INDIVIDUAL DONORS AND FUNDRAISING OPERATIONS. PRINCIPAL WILL BE INVESTED AND INCOME WILL BE DESIGNATED FOR THE NEEDS OF THE ORGANIZATION, ITS RESIDENTS AND CLIENTS AS DETERMINED BY CHANDLER HALL. WHILE PRINCIPAL WILL REMAIN INVESTED UNDER NORMAL CIRCUMSTANCES, IT MAY BE WITHDRAWN BY THE BOARD IF SUCH ACTION IS DEEMED NECESSARY FOR A SPECIAL PROJECT OR IN THE CASE OF AN UNFORESEEN EMERGENCY. THE BOARD OF DIRECTORS HAS DETERMINED THAT THE PAY-OUT FROM THE ENDOWMENT FUND MAY SPEND UP TO 5% OF THE MARKET VALUE OF THE PORTFOLIO AS THE BOARD DEEMS FIT BASED ON ANTICIPATED EXPENDITURES OR EMERGENCY EXPENDITURES. THE INVESTMENT OBJECTIVE, AS ESTABLISHED BY THE ASSET MANAGEMENT COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS, IS TO EARN AN AVERAGE COMPOUND RATE OF RETURN OF 8-9% PER ANNUM OVER A 5 TO 10 YEAR PERIOD. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -93,877. GAMING EXPENSES -10,718. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 93,877. GAMING EXPENSES 10,718. GOLF CLASSIC 53835 27009 26826 6400 6460 12494 278 53835 27009 26826 6400 6460 12494 278 25632 1194 34350 11392 1 0.05000 34350 11392 11392 22958 PA 1 0 0 0 1.00000 0.00000 NANCI HARRIS CHRISTINE LANDENBERGE 99 BARCLAY STREET NEWTOWN PA 18940 0 NANCI HARRIS CHRISTINE LANDENBERGE EMPLOYEES, AS PART OF THEIR REGULAR DUTIES, ASSIST WITH THE PLANNING AND EXECUTION OF FUNDRAISING EVENTS, INCLUDING MANAGING THE GAMING PROCESS. THEIR TIME IS VARIABLE AND CANNOT BE ACCURATELY CALCULATED. X 0 X X X 0 0 0 0 0 0 0 0 0 JOHN WHITMAN CEO 195800 0 0 0 0 0 1552 0 11902 0 209254 0 0 0 CHRISTINE LANDENBERGER CFO 155537 0 0 0 0 0 1190 0 14636 0 171363 0 0 0 A BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 232174016 118612MD9 2017-07-24 24140000 REFINANCE OUTSTANDING BONDS, FUND CAPEX, CERTAIN RESERVES & CLOSING COST 0 0 0 A 1090000 24140000 2270664 482800 2023505 19478305 2017 1 0 1 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 1 0 0 0 1 A 1 DATE REBATE COMPUTATION PERFORMED ISSUER NAME: BUCKS COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 07/31/2023 SCHEDULE K, PART I (F) THE PROCEEDS FROM THE 2017 BONDS WILL BE USED BY CHANDLER HALL TO (I) REFUND THE OUTSTANDING PRINCIPAL BALANCE OF THE SERIES 2013 BONDS, (II) FINANCE THE COSTS OF CERTAIN CAPITAL IMPROVEMENTS INCLUDING THE RENOVATION AND REFURBISHING OF CERTAIN EXISTING BUILDINGS, (III) FINANCE THE REPAIR AND REPLACEMENT OF CERTAIN EXTERIOR IMPROVEMENTS, INCLUDING SIDEWALKS AND FACILITY ROOFING, (IV) FOR THE RENOVATION AND REPAIR OF SKILLED NURSING ROOMS AND COMMON FACILITIES, AND OTHER CAPITAL IMPROVEMENTS AS NEEDED, AND (V) PAY FOR THE COSTS OF ISSUANCE OF THE 2017 BONDS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE CORPORATION AND TWO OR MORE OTHER DIRECTORS WHO SHALL BE NOMINATED BY THE GOVERNANCE COMMITTEE SUBJECT TO APPROVAL BY THE BOARD. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWER TO MAKE A BINDING DECISION IN AN EMERGENCY ONLY IF A QUORUM OF THE ENTIRE BOARD IS NOT AVAILABLE FOR A SPECIALLY CALLED MEETING OF THE BOARD. THE CEO MAY BE AN INVITED GUEST. FORM 990, PART VI, SECTION A, LINE 4 SECTION 5.3 OF THE BYLAWS WAS UPDATED IN 2024 TO ENSURE ADEQUATE MEMBERSHIP FOR THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 THE CORPORATION SHALL HAVE A SINGLE MEMBER, WHICH SHALL BE CHANDLER HEALTH RESOURCES, A PENNSYLVANIA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD, AND A FINAL COPY OF FORM 990 WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A COPY OF THE CONFLICT OF INTEREST POLICY AND THE CONFLICT OF INTEREST SURVEY ARE DISTRIBUTED UPON HIRE OR APPOINTMENT AND ANNUALLY THEREAFTER TO EACH BOARD DIRECTOR, BOARD OFFICER, AND DEPARTMENT HEAD OR STAFF WHO HAS RESPONSIBILITY FOR PURCHASING, CONTRACTING AND/OR VENDOR SELECTION. EACH INDIVIDUAL WILL IDENTIFY AND DECLARE ON THE SURVEY ANY ACTUAL OR POTENTIAL CONFLICTS OF INTERESTS ON THE STATEMENT. CONFLICTS THAT ARISE BEFORE OR AFTER THE ANNUAL DISTRIBUTION OF THE SURVEY SHALL BE DISCUSSED AND DOCUMENTED. CONFLICT OF INTEREST SURVEYS ARE REVIEWED ANNUALLY BY THE GOVERNANCE COMMITTEE WHO WILL REPORT TO THE FULL BOARD. POSSIBLE OR ACTUAL CONFLICTS THAT MAY ARISE DURING THE COURSE OF THE YEAR WILL BE HANDLED BY THE FINANCE COMMITTEE. CHANDLER HALL'S EXTERNAL AUDITORS REVIEW CONFLICT OF INTEREST INFORMATION. CONCERNS ARE REPORTED TO THE BOARD. CHANDLER HALL'S LEGAL COUNSEL OR EXTERNAL AUDITORS ARE AVAILABLE FOR ADVICE. ALL PARTIES GUARD AGAINST A CONFLICT OF INTEREST, WHETHER PERSONAL OR BUSINESS RELATED. THE ORGANIZATION ADDRESSES CONFLICTS OF INTEREST WHEN THEY ARISE. MEANS TO ADDRESS A CONFLICT OF INTEREST MAY INVOLVE ANY ONE OF THE FOLLOWING: 1) RECUSING ONESELF FROM PARTICIPATION IN A DECISION, 2) CHANGE IN COMMITTEE ASSIGNMENT, 3) CHANGE IN JOB RESPONSIBILITIES, OR 4) TERMINATION FROM EMPLOYMENT OR BOARD POSITION. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE SALARY REVIEWS ARE PERFORMED ON AN ANNUAL BASIS. THE ORGANIZATION GATHERS COMPETITIVE SALARY SURVEYS FROM THE SOCIETY FOR HUMAN RESOURCE MANAGEMENT (SHRM), LEADING AGE, BOARD SOURCE AND GUIDE STAR. FINDINGS ARE FORWARDED TO THE BOARD CHAIRMAN WHO MEETS WITH THE EXECUTIVE COMMITTEE TO REVIEW THE FINDINGS AND DETERMINE REVISED PAY RATES FOR EXECUTIVE COMPENSATION. REVISED PAY RATES ARE FORWARDED TO THE HUMAN RESOURCES DIRECTOR FOR PROCESSING. COMPENSATION DELIBERATIONS AND FINAL DECISIONS ARE ALL DOCUMENTED IN BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G THERAPISTS: PROGRAM SERVICE EXPENSES 714,451. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 714,451. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 609,530. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 609,530. MAINTENANCE SERVICES: PROGRAM SERVICE EXPENSES 146,686. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 146,686. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 402,888. MANAGEMENT AND GENERAL EXPENSES 215,797. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 618,685. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 45,135. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,135. DATA PROCESSING: PROGRAM SERVICE EXPENSES 57,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 57,275. MAINTENANCE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 75,916. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 75,916. CHANDLER HALL HEALTH RESOURCES 99 BARCLAY STREET NEWTOWN PA 18940 821421833 PROMOTE AND SUPPORT CHARITABLE SERVICES TO ELDERLY PA 501(C)(3) LINE 7 CHANDLER HALL HEALTH SERVICES INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0