AFFILIA HOME HEALTH: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- AFFILIA HOME HEALTH (EIN 23-1352572)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-06
- IRS object ID
- 201501269349301410
- Schema version
- 2013v4.0
- 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 | 2015-05-06T15:00:11-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | PO BOX 10788 | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17604 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DENNIS ROEMER | PersonNm |
| Person Title | EVP AND CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Signature | 2015-05-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Address PrincipalOfcrBusinessAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DENNIS ROEMER EVP AND CHIEF FINANCIAL OFFICER | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 NORTH DUKE STREET | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,310,636 | 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, 2014, 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 | 271 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $77,676 | PYContributionsGrantsAmt |
| CY Contributions Grants | $55,314 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $22,653,686 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $22,965,387 | CYProgramServiceRevenueAmt |
| PY Investment Income | $28,737 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,970 | CYInvestmentIncomeAmt |
| PY Other Revenue | $90,791 | PYOtherRevenueAmt |
| CY Other Revenue | $11,986 | CYOtherRevenueAmt |
| PY Total Revenue | $22,850,890 | PYTotalRevenueAmt |
| CY Total Revenue | $23,057,657 | 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 | $17,593,486 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $18,921,494 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,549,947 | PYOtherExpensesAmt |
| CY Other Expenses | $3,633,875 | CYOtherExpensesAmt |
| PY Total Expenses | $21,143,433 | PYTotalExpensesAmt |
| CY Total Expenses | $22,555,369 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,707,457 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $502,288 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,381,486 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,815,060 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,779,059 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,676,447 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,602,427 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,138,613 | NetAssetsOrFundBalancesEOYAmt |
| 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 | $10,714,707 | ExpenseAmt |
| Revenue | $13,620,524 | 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. (86,386 VISITS) | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,175,268 | ExpenseAmt |
| Revenue | $6,657,269 | RevenueAmt |
| Desc | HOME HEALTH CARE: PHYSICAL THERAPY - PHYSICAL THERAPISTS HELP PATIENTS IMPROVE MUSCLE STRENGTH, REGAIN FUNCTIONAL MOVEMENT, RELIEVE PAIN AND USE MEDICAL EQUIPMENT PROPERLY. (42,814 VISITS) | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,020,678 | ExpenseAmt |
| Revenue | $1,739,979 | 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. (11,048 VISITS) | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $382,067 | $513,420 | 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. (7,284 VISITS) |
| $207,610 | $312,665 | 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. (1,684 VISITS) |
| $86,952 | $121,530 | HOME HEALTH CARE: SPEECH THERAPY - SPEECH THERAPISTS HELP PATIENTS IMPROVE OVERALL COMMUNICATION AND SWALLOWING ABILITIES. (842 VISITS) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $676,629 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $947,615 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $16,587,282 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| 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 | Yes (true) | 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 | Yes (true) | 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 |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 271 | 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 |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| 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 | Yes (true) | 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 | DENNIS ROEMER EVP AND CFO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7175444926 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 NORTH DUKE STREET | AddressLine1 |
| City | LANCASTER | City |
| State | PA | State |
| ZIP Code | 17604 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 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 |
|---|---|---|---|---|---|---|---|
| DREW S LERMAN | |||||||
| VICE CHAIRPERSON | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GEOFFREY W EDDOWES | |||||||
| TRUSTEE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| REGINA M MINGLE | |||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD J MABLE | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLIAM K WILKISON | |||||||
| CHAIRPERSON | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARY C AGNEW | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A YOUNG | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN WYNNE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM V DUNSTAN | |||||||
| PRESIDENT | 55.00 | Yes (X) | $230,280 | $0 | $15,939 | ||
| KENNETH W FOX | |||||||
| PHYSICAL THERAPIST | 40.00 | $97,645 | $0 | $17,042 | Yes (X) | ||
| SHEILA BAUBLITZ | |||||||
| CHIEF OPERATING OFFICER | 40.00 | $131,127 | $0 | $21,767 | Yes (X) | ||
| SUSAN CROW | |||||||
| DIRECTOR REHAB SERVICES | 40.00 | $122,183 | $0 | $10,951 | Yes (X) | ||
| TAMMY KEITH | |||||||
| SENIOR DIRECTOR | 40.00 | $119,906 | $0 | $10,393 | Yes (X) | ||
| WAYNE D MCCORKLE | |||||||
| PHYSICAL THERAPIST | 40.00 | $95,558 | $0 | $20,205 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $796,699 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $96,296 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HIGH FAMILY PARTNERSHIP | |||||
| 1853 WILLIAM PENN WAY | LANCASTER | PA | 17605 | RENT & BUILDING SERVICES | $194,240 |
| PINNACLE HEALTH HOSPITALS | |||||
| 409 S SECOND ST 4TH FL | HARRISBURG | PA | 171058700 | RENT & BUILDING SERVICES | $136,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $45,821 | FederatedCampaignsAmt |
| All Other Contributions | $9,493 | AllOtherContributionsAmt |
| Total Contributions | $55,314 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOME HEALTH CARE MEDICARE REVENUE | 621610 | $13,593,565 | $13,593,565 |
| HOME HEALTH CARE-OTH PAYERS | 621610 | $9,426,822 | $9,426,822 |
| PROVISION FOR BAD DEBTS | 900099 | -$55,000 | -$55,000 |
| $0 | |||
| $0 |
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 | $22,965,387 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,828 | TotalRevenueColumnAmt |
| Exclusion | $31,828 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $246,121 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $252,979 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$6,858 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$6,858 | TotalRevenueColumnAmt |
| Exclusion | -$6,858 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| MISCELLANEOUS REVENUE | 900099 | $11,986 | $11,986 |
| $0 | |||
| $0 |
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 | $11,986 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,057,657 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $22,965,387 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $36,956 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,014 | TotalAmt |
| Management And General | $239,014 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,506,084 | TotalAmt |
| Program Services | $12,164,979 | ProgramServicesAmt |
| Management And General | $2,341,105 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $863,750 | TotalAmt |
| Program Services | $391,828 | ProgramServicesAmt |
| Management And General | $471,922 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,233,634 | TotalAmt |
| Program Services | $1,390,931 | ProgramServicesAmt |
| Management And General | $842,703 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,079,012 | TotalAmt |
| Program Services | $901,852 | ProgramServicesAmt |
| Management And General | $177,160 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,255 | TotalAmt |
| Management And General | $25,255 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,308 | TotalAmt |
| Management And General | $21,308 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,754 | TotalAmt |
| Program Services | $162,867 | ProgramServicesAmt |
| Management And General | $169,887 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,344 | TotalAmt |
| Management And General | $3,344 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,902 | TotalAmt |
| Program Services | $6,290 | ProgramServicesAmt |
| Management And General | $45,612 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,094 | TotalAmt |
| Program Services | $2,904 | ProgramServicesAmt |
| Management And General | $31,190 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,697 | TotalAmt |
| Program Services | $229,290 | ProgramServicesAmt |
| Management And General | $171,407 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $721,447 | TotalAmt |
| Program Services | $693,941 | ProgramServicesAmt |
| Management And General | $27,506 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,239 | TotalAmt |
| Management And General | $262,239 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,026 | TotalAmt |
| Program Services | $95,026 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES | $406,497 | $406,497 | |
| EQUIPMENT RENTAL AND MAINTENANCE | $486,361 | $112,287 | $374,074 |
| PRINTING AND PUBLICATIONS | $120,785 | $9,228 | $111,557 |
| MISCELLANEOUS | $123,175 | $19,362 | $103,813 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,991 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $548,991 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,555,369 | TotalAmt |
| Program Services | $16,587,282 | ProgramServicesAmt |
| Management And General | $5,968,087 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Joint Costs TotalJointCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,050 | BOYAmt |
| EOY | $1,050 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,920,021 | BOYAmt |
| EOY | $10,348,090 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,047,465 | BOYAmt |
| EOY | $2,090,911 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,966 | BOYAmt |
| EOY | $117,820 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,482,992 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,811,948 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,175 | BOYAmt |
| EOY | $671,044 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,984 | BOYAmt |
| EOY | $37,597 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,544,825 | BOYAmt |
| EOY | $1,548,548 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,381,486 | BOYAmt |
| EOY | $14,815,060 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,601,076 | BOYAmt |
| EOY | $1,547,014 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $774,937 | BOYAmt |
| EOY | $835,523 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $403,046 | BOYAmt |
| EOY | $293,910 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,779,059 | BOYAmt |
| EOY | $2,676,447 | EOYAmt |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,372,477 | BOYAmt |
| EOY | $11,883,646 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,550 | BOYAmt |
| EOY | $7,758 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,400 | BOYAmt |
| EOY | $247,209 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,602,427 | BOYAmt |
| EOY | $12,138,613 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,381,486 | BOYAmt |
| EOY | $14,815,060 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $502,288 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $33,898 | 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 | $264,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,864 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $188,788 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,314 | CurrentTaxYearAmt |
| Total | $676,037 | 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 | $264,395 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $89,864 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $188,788 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $77,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,314 | CurrentTaxYearAmt |
| Total | $676,037 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $676,037 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,910 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $99,694 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $64,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,412 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,828 | CurrentTaxYearAmt |
| Total | $356,508 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,188 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,888 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,791 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $23,972 | CurrentTaxYearAmt |
| Total | $189,106 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $1,221,651 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $91,617,884 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.55340 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55880 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| , OTHER INCOME | OTHER INCOME INCLUDES MISCELLANEOUS OPERATING INCOME OF $10,285 AND MISCELLANEOUS NON-OPERATING INCOME OF $965 AND SALES TO AFFILIATES OF $736 |
| Schedule A, Part II, Line 10, Other Income | DESCRIPTION - , COLUMN A - 37188, COLUMN B - 34888, COLUMN C - 2267, COLUMN D - 90791, COLUMN E - 11986, COLUMN F - 177120; 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 - 11986.000000, COLUMN F - 11986.000000; |
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 | $28,972 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,612 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $33,584 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,770 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,202 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $28,972 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,637,073 | BeginningYearBalanceAmt |
| Contributions | $4,237 | ContributionsAmt |
| Investment Earnings Or Losses | $499,207 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $3,140,518 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,350,056 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $288,017 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $2,637,073 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.83000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
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 | $226,377 | OtherCostOrOtherBasisAmt |
| Depreciation | $218,877 | DepreciationAmt |
| Book Value | $7,500 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,209,568 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,546,024 | DepreciationAmt |
| Book Value | $663,544 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $671,044 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST RECEIVABLE | $4,200 |
| MISCELLANEOUS RECEIVABLES | $55,289 |
| PERPETUAL TRUST | $219,302 |
| GOODWILL | $1,269,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,548,548 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LONG-TERM LIABILITIES | $75,428 |
| PAYABLES TO THIRD PARTY | $218,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $293,910 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $23,091,555 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $25,003 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $8,895 | OtherRevenueAmt |
| Revenue Not Reported | $33,898 | RevenueNotReportedAmt |
| Revenue Subtotal | $23,057,657 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $23,057,657 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $22,555,369 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $22,555,369 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $22,555,369 | 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 THAN LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. AFFILIA HOME HEALTH DOES NOT BELEIVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL UNCERTAIN TAX POSTIONS. |
| Schedule D, Part XI, Line 2d, Other revenues in audited financial statements not in form 990 | PERPETUAL TRUST - 8895; |
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 | false | 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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHEILA BAUBLITZ | ||||||||||||||
| CHIEF OPERATING OFFICER | $118,086 | $0 | $12,629 | $0 | $412 | $0 | $5,080 | $0 | $16,686 | $0 | $152,893 | $0 | $0 | $0 |
| WILLIAM V DUNSTAN | ||||||||||||||
| PRESIDENT | $177,005 | $0 | $50,310 | $0 | $2,966 | $0 | $6,902 | $0 | $9,037 | $0 | $246,219 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 2013 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 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 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 L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (9 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MICHAEL A YOUNG | |||
| TRUSTEE | $0 | INDIVIDUAL IS AN OFFICER OF PINNACLE HEALTH. PINNACLE OWNS 11.8 PERCENT OF AFFILIA HOME HEALTH. PINNACLE DISCHARGES PATIENTS TO AFFILIA HOME HEALTH. | false |
| RICHARD J MABLE | |||
| TRUSTEE & OFFICER | $0 | INDIVIDUAL IS A VICE PRESIDENT OF READING HOME HEALTH CARE. READING OWNS 44.1 PERCENT OF AFFILIA HOME HEALTH. READING DISCHARGES PATIENTS TO AFFILIA HOME HEALTH. | false |
| WILLIAM K WILKISON | |||
| TRUSTEE & OFFICER | $0 | INDIVIDUAL IS AN OFFICER OF PINNACLE HEALTH. PINNACLE OWNS 11.8 PERCENT OF AFFILIA HOME HEALTH. PINNACLE DISCHARGES PATIENTS TO AFFILIA HOME HEALTH. | false |
| DREW S LERMAN | |||
| OFFICER | $0 | INDIVIDUAL IS A VICE PRESIDENT OF READING HEALTH SYSTEM. READING OWNS 44.1 PERCENT OF AFFILIA HOME HEALTH. READING DISCHARGES PATIENTS TO AFFILIA HOME HEALTH. | false |
| MARY C AGNEW | |||
| TRUSTEE | $0 | INDIVIDUAL IS A VICE PRESIDENT OF READING HEALTH SYSTEM. READING OWNS 44.1 PERCENT OF AFFILIA HOME HEALTH. READING DISCHARGES PATIENTS TO AFFILIA HOME HEALTH. | false |
| GEOFFREY W EDDOWES | |||
| TRUSTEE & OFFICER | $0 | INDIVIDUAL IS A SENIOR VICE PRESIDENT OF LANCASTER GENERAL HEALTH. LGH OWNS 44.1 PERCENT OF AFFILIA HOME HEALTH. LGH DISCHARGES PATIENTS TO AFFILIA HOME HEALTH. | false |
| REGINA M MINGLE | |||
| TRUSTEE | $0 | INDIVIDUAL IS A SENIOR VICE PRESIDENT OF LANCASTER GENERAL HEALTH. LGH OWNS 44.1 PERCENT OF AFFILIA HOME HEALTH. LGH DISCHARGES PATIENTS TO AFFILIA HOME HEALTH. | false |
| SUSAN WYNNE | |||
| TRUSTEE | $0 | INDIVIDUAL IS A SENIOR VICE PRESIDENT OF LANCASTER GENERAL HEALTH. LGH OWNS 44.1 PERCENT OF AFFILIA HOME HEALTH. LGH DISCHARGES PATIENTS TO AFFILIA HOME HEALTH. | false |
| MARGARET F COSTELLA | |||
| OFFICER | $0 | INDIVIDUAL IS A VICE PRESIDENT OF LANCASTER GENERAL HEALTH. LGH OWNS 44.1 PERCENT OF AFFILIA HOME HEALTH. LGH DISCHARGES PATIENTS TO AFFILIA HOME HEALTH. | false |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Sec A, 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, Sec A, Line 4, Significant changes to organizational documents | VNA COMMUNITY CARE SERVICES INC CHANGED ITS NAME TO AFFILIA HOME HEALTH. THEREFORE, AMENDED AND RESTATED BYLAWS OF AFFILIA HOME HEALTH ARE EFFECTIVE JANUARY 14,2014 AND AMENDED AND RESTATED ARTICLES OF INCORPORATION OF AFFILIA HOME HEALTH ARE EFFECTIVE FEBRUARY 4, 2014. |
| Form 990, Part VI, Sec A, 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, Sec A, 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, Sec A, 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, Sec A, Line 9, Interested Person not at organization's address | BOARD MEMBERS REGINA M. MINGLE, SUSAN P. WYNNE AND GEOFFREY W. EDDOWES CAN BE REACHED AT LANCASTER GENERAL HEALTH, 555 NORTH DUKE STREET, PO BOX 3555, LANCASTER, PA 17604-3555. BOARD MEMBERS RICHARD J. MABLE, PATRICK R. RICHARDS AND DONNA F. WEBER 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 MEMBER MICHAEL A. YOUNG CAN BE REACHED AT PINNACLE HEALTH SYSTEM, P.O. BOX 8700, HARRISBURG, PA 17105-8700. BOARD MEMBER MARY C. AGNEW 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, Sec B, 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 HELD ON 5/20/2015 AND THE NEXT BOARD MEETING HELD ON 05/27/2015. |
| Form 990, Part VI, Sec B, 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, Sec C, 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. |