TOWER HEALTH AT HOME - POTTSTOWN: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- TOWER HEALTH AT HOME - POTTSTOWN (EIN 23-1352574)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-03
- IRS object ID
- 201611249349300406
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-03T07:21:05-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 CONCORD ROAD PO BOX 21439 | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352574 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VISITING NURSE ASSOCIATION OF POTTSTOWN | BusinessNameLine1Txt |
| Business Name Line2 | AND VICINITY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VISI | BusinessNameControlTxt |
| Phone | 6103275700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1963 E HIGH STREET | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194643209 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CONSTANCE L MORRISON | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6103275700 | PhoneNum |
| Signature | 2016-04-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS L BERMAN | PreparerPersonNm |
| PTIN | P01269555 | PTIN |
| Phone | 7178433804 | PhoneNum |
| Preparation | 2016-04-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CONSTANCE L MORRISON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1963 E HIGH STREET | AddressLine1Txt |
| City | POTTSTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194643209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,869,572 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.VNAPOTTSTOWN.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1944 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE PROFESSIONAL AND SUPPORTIVE HEALTH CARE AND SOCIAL SERVICES TO MEET THE NEEDS OF INDIVIDUALS AND FAMILIES ON AN IN-HOME BASIS WITHIN THE AVAILABLE RESOURCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 119 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $215,282 | PYContributionsGrantsAmt |
| CY Contributions Grants | $141,387 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,330,935 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,998,271 | CYProgramServiceRevenueAmt |
| PY Investment Income | $218,309 | PYInvestmentIncomeAmt |
| CY Investment Income | $171,970 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,248 | PYOtherRevenueAmt |
| CY Other Revenue | $20,552 | CYOtherRevenueAmt |
| PY Total Revenue | $4,790,774 | PYTotalRevenueAmt |
| CY Total Revenue | $4,332,180 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,711,738 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,637,958 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $30,886 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,614,869 | PYOtherExpensesAmt |
| CY Other Expenses | $1,617,748 | CYOtherExpensesAmt |
| PY Total Expenses | $4,326,607 | PYTotalExpensesAmt |
| CY Total Expenses | $4,255,706 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $464,167 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $76,474 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,917,869 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,857,410 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,237,936 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,282,965 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,679,933 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,574,445 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PROVIDE SERVICES THROUGHOUT POTTSTOWN, ALLENTOWN AND VICINITY WITH COMPREHENSIVE PROFESSIONAL AND SUPPORTIVE HEALTH CARE AND RELATED SERVICES AT THE PREVENTIVE, RESTORATIVE, REHABILITATIVE, AND MAINTENANCE LEVELS ON AN IN-HOME BASIS. THE ORGANIZATION WORKS TO DEVELOP, PROVIDE, AND PROMOTE A CONTINUUM OF HEALTH AND SOCIAL SERVICES APPROPRIATE TO MEET THE NEEDS OF INDIVIDUALS AND FAMILIES. ADDITIONALLY, THE ORGANIZATION SERVES THE GREATER LEHIGH VALLEY AREA UNDER THE DBA OF GREATER LEHIGH VALLEY VISITING NURSE ASSOCIATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,301,281 | ExpenseAmt |
| Revenue | $2,564,205 | RevenueAmt |
| Desc | PROVIDED SKILLED NURSING CARE TO PATIENTS OF ALL AGES IN THEIR HOMES. 12,197 SKILLED NURSING CARE VISITS WERE PROVIDED FOR THE YEAR ENDING DECEMBER 31, 2015. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,079,726 | ExpenseAmt |
| Revenue | $1,203,086 | RevenueAmt |
| Desc | PROVIDED PHYSICAL THERAPY FOR THE RELIEF OF PAIN OR TO MAINTAIN MAXIMUM PHYSICAL CAPABILITIES; PROVIDED OCCUPATIONAL THERAPY FOR THE DEVELOPMENT OF LEARNING DAILY LIVING SKILLS AND ACTIVITIES; PROVIDED SPEECH THERAPY. 8,838 THERAPY VISITS WERE PROVIDED DURING THE YEAR ENDED DECEMBER 31, 2014. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $131,804 | ExpenseAmt |
| Revenue | $146,862 | RevenueAmt |
| Desc | PROVIDED RECUPERATING PATIENTS AND THEIR FAMILIES AFFORDABLE, RELIABLE AND WELL-SUPERVISED NURSING AND HOME HEALTH AIDE SERVICES. 2,908 VISITS WERE PROVIDED DURING THE YEAR ENDED DECEMBER 31, 2014. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $75,492 | $84,118 | SOCIAL SERVICES: PROVIDED PSYCHOSOCIAL COUNSELING SERVICES AND CASE MANAGEMENT ACTIVITIES TO PATIENTS AND FAMILIES, ENABLING THEM TO COPE WITH ILLNESS. |
| EACH YEAR THOUSANDS OF CLIENTS ARE SERVED REGARDLESS OF THEIR ABILITY TO PAY. WHEN CLIENTS ARE FINANCIALLY STRAPPED AND NEED MORE CARE THAN THEIR INSURANCE WILL COVER OR WHEN THEY HAVE NO INSURANCE, CHARITABLE CONTRIBUTIONS HAVE HELPED THEM REGAIN INDEPENDENCE WITH DIGNITY. BUILDING A HEALTHIER COMMUNITY DOES REQUIRE THE CONTINUED SUPPORT OF MANY INDIVIDUALS WHO BELIEVE THAT OUR SERVICES SHOULD BE ACCESSIBLE TO EVERYONE. WITH THE HELP OF MANY GENEROUS CONTRIBUTIONS, OUR SERVICES REMAIN AFFORDABLE AND AVAILABLE. ANY GIFT WILL MAKE A MEANINGFUL DIFFERENCE TO SOMEONE WHO IS HURTING OR IN NEED OF HOME CARE. THE ORGANIZATION HAS DEFINED CHARITY CARE AS THE AMOUNT OF HEALTH CARE SERVICES PROVIDED IN WHICH THE ORGANIZATION NEVER EXPECTED TO RECEIVE THE CHARGES FOR THOSE SERVICES. IT ALSO INCLUDES HEALTH PROMOTION PROGRAMS AND ANY OTHER CHARITABLE PROGRAMS SO DESIGNATED. CONTRACTUAL ALLOWANCES, THE DIFFERENCE BETWEEN CHARGES AND NEGOTIATED RATES, ARE CONSIDERED TO BE CHARITY CARE. IN 2015,CHARITY CARE AMOUNTED TO APPROXIMATELY $126,000 OR 3% OF NET PATIENT SERVICE REVENUE. THE ORGANIZATION ALSO PROVIDED CARE TO PATIENTS AT A RATE LESS THAN THE STANDARD CHARGE RATE, WHICH AMOUNTED TO APPROXIMATELY $725,000 FOR THE YEAR. FOR THE YEAR ENDED 12/31/2015, THE ORGANIZATION SERVED 1,721 CLIENTS WITH 24,757 VISITS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $75,492 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $84,118 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,588,303 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 119 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRY E GORDON VP FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6103780481 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1170 BERKSHIRE BLVD | AddressLine1Txt |
| City | WYOMISSING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (9 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| KAREN S THACKER | |||||||
| CHAIRPERSON | 0.10 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVID L NESTER | |||||||
| VICE-CHAIRPERSON | 0.10 | 0.40 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RABBI BRIAN I MICHELSON | |||||||
| BOARD MEMBER | 0.10 | 0.40 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER M TURTELL | |||||||
| BOARD MEMBER | 0.10 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| KIM R BERRY | |||||||
| BOARD MEMBER/SECRETARY (12/2015) | 0.10 | 0.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LUCILLE D GOUGH | |||||||
| PRESIDENT/CEO (TILL 6/2015) | 0.10 | 39.90 | Yes (X) | $0 | $138,541 | $1,390 | |
| TERRY E GORDON | |||||||
| ASST TREASURER | 0.10 | 39.90 | Yes (X) | $0 | $140,649 | $8,628 | |
| AMICIE S ZIMMERMAN | |||||||
| SECRETARY (TILL 12/2015) | 0.10 | 39.90 | Yes (X) | $0 | $110,216 | $8,315 | |
| CONSTANCE L MORRISON | |||||||
| PRESIDENT/CEO (START 7/2015) | 0.10 | 39.90 | Yes (X) | $0 | $104,078 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $493,484 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,333 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $80,095 | FederatedCampaignsAmt |
| Fundraising | $5,696 | FundraisingAmt |
| Government Grants | $14,975 | GovernmentGrantsAmt |
| All Other Contributions | $40,621 | AllOtherContributionsAmt |
| Noncash Contributions | $32 | NoncashContributionsAmt |
| Total Contributions | $141,387 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE | 621610 | $2,853,139 | $2,853,139 |
| OTHER THIRD PARTY PAYO | 621610 | $1,135,123 | $1,135,123 |
| SELF PAY AND REQUEST C | 621610 | $10,009 | $10,009 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,998,271 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,963 | TotalRevenueColumnAmt |
| Exclusion | $66,963 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,502 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,502 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,502 | TotalRevenueColumnAmt |
| Exclusion | $16,502 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $637,289 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $532,282 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $105,007 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $105,007 | TotalRevenueColumnAmt |
| Exclusion | $105,007 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $3,911 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $5,696 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $5,110 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,199 | TotalRevenueColumnAmt |
| Exclusion | -$1,199 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,249 | TotalRevenueColumnAmt |
| Exclusion | $5,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,249 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,332,180 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,998,271 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $192,522 | ExclusionAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,183,552 | TotalAmt |
| Program Services | $1,905,088 | ProgramServicesAmt |
| Management And General | $278,464 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,672 | TotalAmt |
| Program Services | $8,438 | ProgramServicesAmt |
| Management And General | $1,234 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,662 | TotalAmt |
| Program Services | $242,253 | ProgramServicesAmt |
| Management And General | $35,409 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $167,072 | TotalAmt |
| Program Services | $145,766 | ProgramServicesAmt |
| Management And General | $21,306 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,032,939 | TotalAmt |
| Program Services | $875,073 | ProgramServicesAmt |
| Management And General | $127,908 | ManagementAndGeneralAmt |
| Fundraising | $29,958 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512 | TotalAmt |
| Management And General | $512 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,600 | TotalAmt |
| Management And General | $13,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,768 | TotalAmt |
| Management And General | $31,768 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,132 | TotalAmt |
| Management And General | $46,132 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,274 | TotalAmt |
| Program Services | $42,990 | ProgramServicesAmt |
| Management And General | $6,284 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,849 | TotalAmt |
| Program Services | $50,346 | ProgramServicesAmt |
| Management And General | $35,575 | ManagementAndGeneralAmt |
| Fundraising | $928 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,266 | TotalAmt |
| Program Services | $55,198 | ProgramServicesAmt |
| Management And General | $8,068 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,468 | TotalAmt |
| Program Services | $109,300 | ProgramServicesAmt |
| Management And General | $7,168 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,704 | TotalAmt |
| Program Services | $1,487 | ProgramServicesAmt |
| Management And General | $217 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,387 | TotalAmt |
| Program Services | $2,955 | ProgramServicesAmt |
| Management And General | $432 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,316 | TotalAmt |
| Program Services | $53,500 | ProgramServicesAmt |
| Management And General | $7,816 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $75,115 | $75,115 | |
| DUES AND SUBSCRIP | $13,450 | $13,450 | |
| BAD DEBT EXPENSE | $12,759 | $12,759 | |
| MISC EXPENSE | $6,069 | $5,295 | $774 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,140 | TotalAmt |
| Program Services | $2,740 | ProgramServicesAmt |
| Management And General | $400 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,255,706 | TotalAmt |
| Program Services | $3,588,303 | ProgramServicesAmt |
| Management And General | $636,517 | ManagementAndGeneralAmt |
| Fundraising | $30,886 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,128 | BOYAmt |
| EOY | $380,501 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,250 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,992 | BOYAmt |
| EOY | $331,110 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,175 | BOYAmt |
| EOY | $17,546 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,293,178 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,290,048 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,046,572 | BOYAmt |
| EOY | $1,003,130 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,217,738 | BOYAmt |
| EOY | $3,125,123 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,014 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,917,869 | BOYAmt |
| EOY | $4,857,410 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,635 | BOYAmt |
| EOY | $204,194 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,400 | BOYAmt |
| EOY | $100 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,000 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,950 | BOYAmt |
| EOY | $22,251 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,786,951 | BOYAmt |
| EOY | $2,056,420 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,237,936 | BOYAmt |
| EOY | $2,282,965 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,668,823 | BOYAmt |
| EOY | $2,563,716 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,110 | BOYAmt |
| EOY | $10,729 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,679,933 | BOYAmt |
| EOY | $2,574,445 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,917,869 | BOYAmt |
| EOY | $4,857,410 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $76,474 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$181,962 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
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 | $3,082,230 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$10,590 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,986 | OtherExpendituresAmt |
| Administrative Expenses | $15,750 | AdministrativeExpensesAmt |
| End Year Balance | $3,002,904 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,928,831 | BeginningYearBalanceAmt |
| Contributions | $10,581 | ContributionsAmt |
| Investment Earnings Or Losses | $214,622 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $56,603 | OtherExpendituresAmt |
| Administrative Expenses | $15,201 | AdministrativeExpensesAmt |
| End Year Balance | $3,082,230 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,586,724 | BeginningYearBalanceAmt |
| Contributions | $1 | ContributionsAmt |
| Investment Earnings Or Losses | $435,599 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $82,031 | OtherExpendituresAmt |
| Administrative Expenses | $11,462 | AdministrativeExpensesAmt |
| End Year Balance | $2,928,831 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,395,659 | BeginningYearBalanceAmt |
| Contributions | $235 | ContributionsAmt |
| Investment Earnings Or Losses | $261,628 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $58,226 | OtherExpendituresAmt |
| Administrative Expenses | $12,572 | AdministrativeExpensesAmt |
| End Year Balance | $2,586,724 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,349,782 | BeginningYearBalanceAmt |
| Contributions | $19,150 | ContributionsAmt |
| Investment Earnings Or Losses | $98,594 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $59,896 | OtherExpendituresAmt |
| Administrative Expenses | $11,971 | AdministrativeExpensesAmt |
| End Year Balance | $2,395,659 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $328,460 | OtherCostOrOtherBasisAmt |
| Book Value | $328,460 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,471,299 | OtherCostOrOtherBasisAmt |
| Depreciation | $830,865 | DepreciationAmt |
| Book Value | $640,434 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $467,637 | OtherCostOrOtherBasisAmt |
| Depreciation | $433,401 | DepreciationAmt |
| Book Value | $34,236 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,782 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,782 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,003,130 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADVANCES FROM RELATED ENTITY | $100,000 |
| PAYABLES TO RELATED PARTIES | $1,956,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,056,420 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,126,213 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$181,962 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $5,110 | OtherRevenueAmt |
| Revenue Not Reported | -$176,852 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,303,065 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $16,356 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $12,759 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $29,115 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,332,180 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,231,701 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $5,110 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $5,110 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,226,591 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $16,356 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $12,759 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $29,115 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,255,706 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION GENERALLY REINVESTS ALL INTEREST AND DIVIDENDS FROM ITS ENDOWMENT INVESTMENTS. HOWEVER, SPECIAL PROJECTS OR THE POSSIBILITY OF FUTURE FINANCIAL DIFFICULTY MAY WARRANT THE USE OF THESE FUNDS, AT THE DISCRETION OF THE BOARD OF DIRECTORS. THE ORGANIZATION REVIEWS THE ENDOWMENT ANNUALLY (AS OF DECEMBER 31ST) TO DETERMINE THE BALANCES AVAILABLE TO COVER SPECIAL PROJECTS OR UNPLANNED OPERATING EXPENSES. THESE AVAILABLE FUNDS SHOULD NOT EXCEED THREE PERCENT OF THE MARKET VALUE OF THE FUNDS HELD BY THE ORGANIZATION'S INDEPENDENT INVESTMENT FIRM. THIS INVESTMENT SPENDING WILL TAKE EFFECT ONCE THE FOLLOWING OCCURS: 1) MANAGEMENT OR STAFF PRESENTS A REQUEST INDICATING THE USE OF THE FUNDS FOR SPECIAL PROJECTS OR OPERATING EXPENSES (NOT MORE THAN 3 PERCENT OF THE ENDOWMENT FUND BALANCE AT YEAR END BASED ON MARKET VALUES DETERMINED QUARTERLY AND AVERAGED OVER THE PREVIOUS THREE YEARS). 2) THE EXECUTIVE COMMITTEE REVIEWS AND APPROVES THE REQUEST. 3) IF CIRCUMSTANCES WARRANT A LARGER PERCENTAGE OF SPENDING IT WILL BE AT THE DISCRETION OF THE FULL BOARD OF DIRECTORS. |
| PART X, LINE 2: | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENT. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE DECEMBER 31, 2012. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 5,110. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DOUBTFUL ACCOUNTS 12,759. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 5,110. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DOUBTFUL ACCOUNTS 12,759. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1C: | THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. |
| FORM 990, PART VI, SECTION A, LINE 3 | MANAGEMENT DUTIES FOR THE VISITING NURSE ASSOCIATION OF POTTSTOWN AND VICINITY ARE CARRIED OUT AND PAID BY HOME HEALTH CARE MANAGEMENT, INC., A RELATED ORGANIZATION REPORTED ON THE SCHEDULE R. |
| FORM 990, PART VI, SECTION A, LINE 6 | THE SOLE MEMBER SHALL BE HOME HEALTH CARE MANAGEMENT, INC. OR ITS SUCCESSOR MEMBER. |
| FORM 990, PART VI, SECTION A, LINE 7A | VISITING NURSE ASSOCIATION OF POTTSTOWN AND VICINITY HAS ONE MEMBER WITH SOLE VOTING RIGHTS AS THE MEMBER OF THE CORPORATION. THE SOLE MEMBER SHALL BE HOME HEALTH CARE MANAGEMENT, INC., OR ITS SUCCESSOR MEMBER. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WILL BE MADE AVAILABLE TO THE BOARD OF DIRECTORS PRIOR TO PUBLIC RELEASE VIA A SECURE ACCESS ON THE COMPANY'S WEBSITE. THE FINANCE COMMITTEE MEETS TO REVIEW THE ANNUAL FORM 990 AND WILL MAKE A REPORT TO THE BOARD OF DIRECTORS BEFORE ITS FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, EMPLOYEE AND VOLUNTEER WILL SIGN AN ANNUAL CONFLICT OF INTEREST STATEMENT. THE ORGANIZATION'S POLICY REQUIRES DIRECTORS, EMPLOYEES, 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 HER/HIS 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 CONSIDERATIONS OF ECONOMIC VALUE INCLUDING PERSONAL INSURANCE BENEFICIARY STATUS, FROM CLIENTS, THEIR 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 OR 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, PART VI, SECTION B, LINE 15 | ON AN ANNUAL BASIS, VICE PRESIDENT-HUMAN RESOURCES & FACILITIES REVIEWS SALARY DATA AVAILABLE FROM NATIONALLY RECOGNIZED COMPENSATION SURVEY DATA, COMPILES THAT DATA AND PROVIDES A RECOMMENDATION FOR SALARY RANGES FOR ALL EXECUTIVE LEVEL POSITIONS TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR HOME HEALTH CARE MANAGEMENT. THAT COMMITTEE REVIEWS SUCH RECOMMENDATIONS AND APPROVES THE SALARY RANGE FOR THOSE SPECIFIC POSITIONS. THE AMOUNT OF MONEY AVAILABLE EACH YEAR FOR SALARY INCREASES IS BUDGETED WITH THAT SPECIFIC YEAR'S ANNUAL BUDGET. SALARY RECOMMENDED INCREASES AND PERFORMANCE APPRAISALS FOR EXECUTIVE LEVEL POSITIONS ARE PRESENTED TO THE EXECUTIVE COMMITTEE BY THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE PROVIDES THE APPROVAL FOR THOSE RECOMMENDATIONS. THE EXECUTIVE COMMITTEE CONSISTS OF INDEPENDENT MEMBERS OF THE BOARD AND THE DELIBERATION AND DECISIONS OF THE COMMITTEE ARE DOCUMENTED CONTEMPORANEOUSLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART VII, COLUMN B: | LUCILLE D GOUGH, PRESIDENT/CEO (TILL 6/2015) CONSTANCE L. MORRISON, PRESIDENT/CEO (START 7/2015) TERRY GORDON, ASST TREASURER AMICIE S ZIMMERMAN, SECRETARY (TILL 12/2015) ALL THE ABOVE WORK A 40 HOUR WEEK EMPLOYED BY HOME HEALTH CARE MANAGEMENT, THE RELATED PARENT COMPANY. THEIR TIME IS SPLIT BETWEEN HOME HEALTH CARE MANAGEMENT, INC., ADVANTAGE HOME CARE, INC., BERKS VISITING NURSE ASSOCIATION, INC., AND VISITING NURSE ASSOCIATION OF POTTSTOWN AND VICINITY, INC. KIM R. BERRY, SECRETARY (START 12/2015) VOLUNTEER BOARD MEMBER |
| FORM 990, PART XII, LINE 2C: | THE FINANCE COMMITTEE ASSISTS THE BOARD OF DIRECTORS IN FULFILLING ITS RESPONSIBILITY FOR FIDUCIARY OVERSIGHT OF THE QUALITY AND INTEGRITY OF THE ACCOUNTING, AUDITING, AND REPORTING PRACTICES OF THE ASSOCIATION, AND SUCH OTHER DUTIES AS DIRECTED BY THE BOARD (SUCH AS REVIEW OF THE ANNUAL IRS FORM 990). THE COMMITTEE WILL OVERSEE THE ACCOUNTING AND FINANCIAL REPORTING PROCESSES OF THE ASSOCIATION, THE AUDITS OF THE ASSOCIATION'S FINANCIAL STATEMENTS, AND THE QUALIFICATIONS OF THE PUBLIC ACCOUNTING FIRM ENGAGED AS THE ASSOCIATION'S INDEPENDENT AUDITOR TO PREPARE A YEARLY AUDIT REPORT. THE COMMITTEE ALSO REVIEWS AND ASSESSES THE QUALITATIVE ASPECTS OF FINANCIAL REPORTING, THE ASSOCIATION'S PROCESSES TO MANAGE BUSINESS AND FINANCIAL RISK, AND COMPLIANCE WITH SIGNIFICANT APPLICABLE LEGAL AND REGULATORY REQUIREMENTS. THE COMMITTEE IS DIRECTLY RESPONSIBLE FOR THE APPOINTMENT, COMPENSATION, RETENTION, AND OVERSIGHT OF THE INDEPENDENT AUDITOR. THE COMMITTEE WILL ALSO REVIEW THE ANNUAL IRS FORM 990 PRIOR TO PUBLIC RELEASE AND WILL MAKE A REPORT TO HOME HEALTH CARE MANAGEMENT'S BOARD OF DIRECTORS. THE INDEPENDENT AUDITOR REPORTS DIRECTLY TO THE FINANCE COMMITTEE. THE COMMITTEE IS EXPECTED TO MAINTAIN AN OPEN COMMUNICATION WITH THE INDEPENDENT AUDITOR, THE FINANCIAL ADMINISTRATOR, AND COMPANY MANAGEMENT. THE COMMITTEE RELIES ON THE EXPERTISE AND KNOWLEDGE OF COMPANY MANAGEMENT AND THE INDEPENDENT AUDITOR IN CARRYING OUT ITS OVERSIGHT RESPONSIBILITIES. MANAGEMENT OF THE ASSOCIATION IS RESPONSIBLE FOR ASSURING THE ACCURACY OF THE ASSOCIATION'S FINANCIAL STATEMENTS IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND ESTABLISHING SATISFACTORY INTERNAL CONTROLS OVER FINANCIAL REPORTING. THE INDEPENDENT AUDITOR IS RESPONSIBLE FOR AUDITING THE ASSOCIATION'S FINANCIAL STATEMENTS AND THE EFFECTIVENESS OF THE ASSOCIATION'S INTERNAL CONTROLS. IT IS NOT THE DUTY OF THE COMMITTEE TO PLAN OR CONDUCT AUDITS; DETERMINE THAT THE FINANCIAL STATEMENTS ARE COMPLETE AND ACCURATE AND IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES; CONDUCT INVESTIGATIONS, ASSURE COMPLIANCE WITH LAWS AND REGULATIONS OR STANDARDS OF BUSINESS CONDUCT, CODES OF ETHICS, INTERNAL POLICIES, PROCEDURES, AND CONTROLS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BERKS VISITING NURSE ASSOCIATION INC | |||||||||||
| 1170 BERKSHIRE BLVD | WYOMISSING | PA | 19610 | 231466250 | PROVIDE HEALTH AND SOCIAL SERVICES TO FAMILIES AND INDIVIDUALS AT HOME BASIS | PA | 501(C)(3) | LINE 3 | HOME HEALTH CARE MANAGEMENT INC | 0 | |
| HOME HEALTH CARE MANAGEMENT INC | |||||||||||
| 1170 BERKSHIRE BLVD | WYOMISSING | PA | 19610 | 232469321 | PROVIDE MANAGEMENT SERVICES TO RELATED HEALTH CARE ENTITIES | PA | 501(C)(3) | LINE 3 | 0 | N/A | |
| ADVANTAGE HOME CARE INC | |||||||||||
| 1170 BERKSHIRE BLVD | WYOMISSING | PA | 19610 | 232469319 | PROVIDE SUPPORTIVE HEALTH CARE AND RELATED SERVICES TO FAMILIES/INDIVIDUALS | PA | 501(C)(3) | LINE 3 | HOME HEALTH CARE MANAGEMENT INC | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |