2026-01-27T14:19:15-06:00 2024-12-31 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2024-01-01 231677576 PENNSYLVANIA HEALTH CARE ASSOCIATION PENN 7172211800 315 NORTH 2ND STREET HARRISBURG PA 17101 MICHAEL JACOBS PRESIDENT/CEO 7172211800 2026-01-27 1 1 GARY J DUBAS P00252339 7177617910 2026-01-27 X 2024 2025-03-06 01:10:19Z X MICHAEL JACOBS 315 NORTH 2ND STREET HARRISBURG PA 17101 2898735 0 X WWW.PHCA.ORG X 1963 PA TO ELEVATE, EDUCATE AND ADVOCATE ON BEHALF OF THE COMMONWEALTH'S MOST VULNERABLE, THEIR CAREGIVERS AND THEIR PROVIDERS OF LONG-TERM CARE IN SUSTAINING A ROBUST QUALITY LONG-TERM CARE CONTINUUM IN PENNSYLVANIA. 30 29 9 30 0 0 261764 0 3046685 2576907 39037 247419 11055 74409 3358541 2898735 0 0 0 0 1726813 1783406 0 0 0 1263566 1134279 2990379 2917685 368162 -18950 7448671 6773954 2220061 1288955 5228610 5484999 TO ELEVATE, EDUCATE AND ADVOCATE ON BEHALF OF THE COMMONWEALTH'S MOST VULNERABLE, THEIR CAREGIVERS AND THEIR PROVIDERS OF LONG-TERM CARE IN SUSTAINING A ROBUST QUALITY LONG-TERM CARE CONTINUUM IN PENNSYLVANIA. 0 0 PHCA OPERATES HEALTHCARE SERVICE PROGRAMS SUCH AS EDUCATION CONFERENCES AND TRAINING. APPROXIMATELY 100% OF THE MEMBERSHIP IS SERVED BY THESE PROGRAMS. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 12 0 1 9 0 0 0 0 0 0 0 0 0 0 0 X 30 29 0 0 0 0 1 1 1 1 1 0 0 0 1 1 1 0 1 1 1 0 X MICHAEL JACOBS PRESIDENTCEO 7172211800 315 NORTH 2ND STREET HARRISBURG PA 17101 ZACHARY SHAMBERG PRESIDENT & CEO 40.00 1.00 X X 450000 0 45150 STEVEN TACK CHAIR 1.00 0.50 X X 0 0 0 BILL WEISBERG VICE CHAIR 1.00 0.50 X X 0 0 0 R SEAN BUCKMAN IMMEDIATE PAST CHAIR 1.00 0.50 X X 0 0 0 KERRI ROMES SECRETARY/TREASURER 1.00 0.50 X X 0 0 0 ALEX AHLBRANDT DIRECTOR 1.00 X 0 0 0 ED BALLIET DIRECTOR 1.00 X 0 0 0 KEVIN BEAN DIRECTOR 1.00 X 0 0 0 NADINE BEERS DIRECTOR 1.00 X 0 0 0 DON BRENEMAN DIRECTOR 1.00 X 0 0 0 GABRIELLE CHARNOWITZ DIRECTOR 1.00 X 0 0 0 JIM COONEY DIRECTOR 1.00 X 0 0 0 TRAVIS DAVIS DIRECTOR 1.00 X 0 0 0 JENNIFER DRESCHER AL/PC CHAIR 1.00 X 0 0 0 MARC FELDMAN DIRECTOR 1.00 X 0 0 0 MEIR GELLEY DIRECTOR 1.00 X 0 0 0 BECKY GOLAMB DIRECTOR 1.00 X 0 0 0 CRAIG HARRIS DIRECTOR 1.00 X 0 0 0 SHAYNE HUTCHINSON DIRECTOR 1.00 X 0 0 0 MARK LUPO DIRECTOR 1.00 X 0 0 0 PAUL MCGUIRE DIRECTOR 1.00 X 0 0 0 CODY MEEHAN DIRECTOR 1.00 X 0 0 0 MEREDITH MILLS DIRECTOR 1.00 X 0 0 0 JOHNNY PATTERSON DIRECTOR 1.00 X 0 0 0 SCOTT RIFKIN DIRECTOR 1.00 X 0 0 0 MICHAEL SMITH DIRECTOR 1.00 X 0 0 0 MONICA SULLIVAN DIRECTOR 1.00 X 0 0 0 JENNIFER WATSON DIRECTOR 1.00 X 0 0 0 ANDY WOLAK DIRECTOR 1.00 X 0 0 0 MICHAEL WYLIE DIRECTOR 1.00 X 0 0 0 SHAYNA VARNER VICE PRESIDENT AND CHIEF OF STAFF 40.00 X 163500 0 21106 GAIL WEIDMAN DIRECTOR OF POLICY & REGUL 40.00 X 149000 0 15036 CHRISTOPHER FISHER DIRECTOR OF QUALITY AND CLINICAL AFFAIRS 40.00 X 155173 0 25454 ERIC HEISLER DIRECTOR OF COMMUNICATIONS 40.00 X 125135 0 18185 BRITTNEY GREEN DIRECTOR OF PARTNERSHIP DEVELOPMENT 40.00 X 117739 0 0 1160547 0 124931 6 0 1 0 0 MEMBERSHIP DUES 900099 2158883 2158883 EDUCATION PROGRAMS 900099 418024 418024 2576907 180235 180235 67184 0 67184 67184 67184 MISCELLANEOUS 900099 74409 74409 74409 2898735 2651316 0 247419 500150 1047651 66601 61614 107390 27855 91299 14330 84108 247972 69182 32304 65085 9675 18969 CONSULTING FEES 286375 REFRESHMENTS 62747 GIFTS AND RECOGNITION 25780 RESEARCH 24000 74598 2917685 2787287 1669346 207639 150729 55199 89436 1542887 1318206 209490 224681 4094361 4514086 94695 125676 7448671 6773954 1243923 1288955 976138 0 2220061 1288955 X 5228610 5484999 5228610 5484999 7448671 6773954 -18950 275339 0 X X 1 X 0 1 0 0 0 1 2158883 499111 5950 505061 624651 -119590 158000 158000 674487 614718 59769 670519 663730 6789 39881 39758 123 224681 X PART X, LINE 2: THE ORGANIZATION ADHERES TO THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC) 740, INCOME TAXES (ASC 740). ASC 740 ESTABLISHES RULES FOR RECOGNIZING AND MEASURING TAX POSITIONS TAKEN IN AN INCOME TAX RETURN, INCLUDING DISCLOSURES OF UNCERTAIN TAX POSITIONS (UTPS). ASC 740 MANDATES THAT ENTITIES EVALUATE ALL MATERIAL INCOME TAX POSITIONS FOR PERIODS THAT REMAIN OPEN UNDER APPLICABLE STATUTES OF LIMITATION, AS WELL AS POSITIONS EXPECTED TO BE TAKEN IN FUTURE RETURNS. THE UTP RULES THEN IMPOSE A RECOGNITION THRESHOLD ON EACH TAX POSITION. A COMPANY CAN RECOGNIZE AN INCOME TAX BENEFIT ONLY IF THE POSITION HAS A "MORE LIKELY THAN NOT" (I.E., MORE THAN 50 PERCENT) CHANCE OF BEING SUSTAINED ON THE TECHNICAL MERITS. FOR THE YEARS ENDED DECEMBER 31, 2024 AND 2023, THE ORGANIZATION HAS TAKEN NO MATERIAL TAX POSITIONS ON ITS APPLICABLE TAX FILINGS THAT DO NOT MEET THE "MORE LIKELY THAN NOT" THRESHOLD. AS A RESULT, NO AMOUNT FOR UTPS HAS BEEN INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. 1 X X X X 0 0 0 ZACHARY SHAMBERG PRESIDENT & CEO 450000 0 0 0 0 0 37583 0 7567 0 495150 0 0 0 SHAYNA VARNER VICE PRESIDENT AND CHIEF OF STAFF 163500 0 0 0 0 0 13505 0 7601 0 184606 0 0 0 CHRISTOPHER FISHER DIRECTOR OF QUALITY AND CLINICAL AFF 155173 0 0 0 0 0 13643 0 11811 0 180627 0 0 0 GAIL WEIDMAN DIRECTOR OF POLICY & REGUL 149000 0 0 0 0 0 12968 0 2068 0 164036 0 0 0 PART I, LINE 3 BENEFITS ARE GOVERNED BY A WRITTEN CONTRACT. FORM 990, PART VI, SECTION A, LINE 6 INDEPENDENT MEMBER NURSING FACILITY MEMBERS & INDEPENDENT MEMBER ASSISTED LIVING FACILITY MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A INDEPENDENT MEMBER NURSING FACILITY MEMBERS-THIS GROUP OF MEMBERSHIP IS ELIGIBLE TO ELECT FIVE DIRECTORS TO THE BOARD. THIS IS DONE THROUGH AN ELECTION AMONG THIS MEMBERSHIP GROUP. INDEPENDENT MEMBER ASSISTED LIVING FACILITY MEMBERS-THIS GROUP OF MEMBERSHIP IS ELIGIBLE TO ELECT UP TO ONE DIRECTOR TO THE BOARD. THIS IS DONE THROUGH AN ELECTION AMONG THIS MEMBERSHIP GROUP. REGIONAL VP'S-PHCA IS DIVIDED INTO FIVE REGIONS IN THE STATE OF PENNSYLVANIA. EACH REGION ELECTS A REGIONAL VICE PRESIDENT BY AND FROM MEMBERS IN THOSE REGIONS. EACH OF THE FIVE REGIONAL VICE PRESIDENTS RECEIVE A PHCA BOARD SEAT. FORM 990, PART VI, SECTION A, LINE 7B ANY CHANGES TO PHCA'S BYLAWS HAVE TO BE APPROVED BY THE ENTIRE MEMBERSHIP. BYLAW CHANGES, IF ANY, ARE PRESENTED TO THE ENTIRE MEMBERSHIP FOR VOTE AT PHCA'S ANNUAL CONVENTION. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE AND THE OFFICERS OF THE BOARD OF DIRECTORS ARE GIVEN THE OPPORTUNITY TO REVIEW THE COMPLETED FORM 990 AND RELATED SCHEDULES AND TO MEET REPRESENTATIVES OF THE ACCOUNTING FIRM THAT PREPARED THE FORM 990 AND RELATED SCHEDULES TO DISCUSS THE CONTENT AND ANSWER ANY QUESTIONS THE FINANCE COMMITTEE AND OFFICERS OF THE BOARD MAY HAVE. FINAL CHANGES, IF ANY, ARE THEN MADE TO THE FORM 990 AND RELATED SCHEDULES. THE FINANCE COMMITTEE AND THE OFFICERS OF THE BOARD APPROVE THE FINAL COPY OF THE FORM 990 AND RELATED SCHEDULES AND THE FINAL COPY IS AVAILABLE FOR EACH MEMBER OF THE BOARD OF DIRECTORS UPON FILING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT UPON JOINING THE BOARD AS WELL AS ANNUALLY. THE STATEMENTS ARE REVIEWED AND ISSUES ARE ADDRESSED AT THAT TIME. MANAGEMENT AND THE FINANCE COMMITTEE PARTICIPATE IN MONITORING MEMBER INDEPENDENCE. MANAGEMENT MAKES DECISIONS REGARDING NEW AND ONGOING CONTRACTS AS WELL AS BUSINESS RELATIONSHIPS. THE BOARD MEMBERS COLLECTIVELY APPROVE THE BUDGET AND ARE THEREBY INFORMED OF ONGOING CONTRACTS AND ANTICIPATED CONTRACTS. DURING THE YEAR, THE FINANCE COMMITTEE REGULARLY REVIEWS AND DISCUSSES BUDGET TO ACTUAL FINANCIAL STATEMENTS WITH VARIANCE ANALYSIS (GREATER THAN $1,000 ON A MONTHLY BASIS AND $5,000 ON A QUARTERLY BASIS) IN ADDITION TO CASH MANAGEMENT REPORTS. THESE PROCESSES MITIGATE THE RISK OF CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE OFFICERS OF THE BOARD, AS REPRESENTATIVES OF THE BOARD, REVIEW BOTH THE PERFORMANCE OF THE CEO AS WELL AS COMPARISON DATA OF SALARY AND BENEFITS OF OTHER CEO'S OF AFFILIATES OF THE AMERICAN HEALTH CARE ASSOCIATION IN DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE PENNSYLVANIA HEALTH CARE ASSOCIATION. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. FORM 990, PART XII, LINE 2C NO CHANGES HAVE BEEN MADE. AMENDED RETURN STATEMENT FORM 990 IS BEING AMENDED TO INCLUDE SECTION 162(E) NONDEDUCTIBLE LOBBYING AND POLITICAL EXPENDITURES ON SCHEDULE C, PART III-B, LINE 2. FOUNDATION FOR EXCELLENCE IN LONG TERM CARE 315 N 2ND STREET HARRISBURG PA 17101 251744103 EDUCATION IN LONG-TERM CARE PA 501(C)(3) LINE 7 PHCA 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0