2012-05-09T16:27:40-05:00 2011-06-30 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2010-07-01 208283421 PHILADELPHIA POST-ACUTE PARTNERS LLC PHIL 6107763303 1800 LOMBARD STREET PHILADELPHIA PA 19146 DANIEL C CONFALONE 6107763303 2012-04-30 1 JULIUS GREEN CPA 2159720701 2010 2016-02-24 21:20:13Z GOOD SHEPHERD PENN PARTNERS DANIEL C CONFALONE 850 S FIFTH STREET ALLENTOWN PA 18103 65236955 0 X WWW.PHILLYREHAB.ORG X LLC 2007 PA OPERATION OF INPATIENT REHAB AND LONG TERM ACUTE CARE HOSPITAL ALONG WITH NINE OUTPATIENT LOCATIONS. 7 0 603 24 0 0 14469 2313 54002079 65202353 5402 11737 17788 20552 54039738 65236955 0 0 0 0 35287848 40564837 0 0 0 14800985 15008764 50088833 55573601 3950905 9663354 33887424 43108045 17140726 17809103 16746698 25298942 X WE CREATE WORLD CLASS, PATIENT-CENTERED REHABILITATION AND POST ACUTE CARE SERVICES BY DEFINING EVIDENCE-BASED PRACTICE AND FULLY INTEGRATING CARE THROUGHOUT THE CONTINUUM. 0 0 47757298 65218203 GOOD SHEPHERD PENN PARTNERS ("GSPP") IS A JOINT VENTURE BETWEEN GOOD SHEPHERD REHABILITATION NETWORK IN ALLENTOWN, PA AND PENN MEDICINE LOCATED IN PHILADELPHIA, PA. THE PHYSICIANS AND STAFF OF GSPP PROVIDE COMPREHENSIVE REHABILITATION AND SPECIALTY SERVICES, INCLUDING INPATIENT REHABILITATION CARE, LONG-TERM ACUTE CARE, OUTPATIENT REHABILITATION CARE, AND PHYSICAL, OCCUPATIONAL AND SPEECH THERAPY SERVICES WITHIN THREE ACUTE-CARE HOSPITALS OF PENN MEDICINE (HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PENNSYLVANIA HOSPITAL AND PENN PRESBYTERIAN MEDICAL CENTER). PATIENTS BENEFIT FROM OUTSTANDING CARE CUSTOMIZED TO MEET THEIR INDIVIDUAL NEEDS THROUGH EVERY STEP OF THE REHABILITATION PROCESS. IN FISCAL YEAR 2011, GSPP DISCHARGED A TOTAL OF 952 PATIENTS FROM THE INPATIENT REHABILITATION HOSPITAL, 315 PATIENTS FROM THE LONG-TERM ACUTE CARE HOSPITAL, AND PROVIDED 89,104 OUTPATIENT VISITS. 47757298 1 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 X 0 0 603 1 0 0 0 0 0 0 0 0 0 0 X 7 0 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X DANIEL C CONFALONE SVP FINANCECFO 6107763303 GOOD SHEPHERD PLAZA 850 SOUTH 5TH ALLENTOWN PA 18103 X ANTHONY R BONGIOVANNI 2.00 X 0 217963 96197 DANIEL C CONFALONE 2.00 X X 0 280650 35311 MICHAEL J DANDORPH 2.00 X X 0 0 0 SARA T GAMMON 2.00 X X 0 501846 192186 BLAKE C MARLES 2.00 X 0 0 0 PETER D QUINN DMD MD 2.00 X 0 0 0 MARYELLEN REILLY 2.00 X 0 0 0 MICHAEL SOISSON 60.00 X 196276 0 12434 LINDA DEAN-HAYES 60.00 X 111460 0 21764 FRANCIS ANGIOLILLO 40.00 X 144577 0 62511 MARTIN J KELLEY 40.00 X 129036 0 25263 LORDA T CAJIMAT 40.00 X 128701 0 21464 FRANK D SITES 60.00 X 127951 0 25253 JULIE E GALEN 40.00 X 127575 0 20600 965576 1000459 512983 32 0 1 0 MORRISON MANAGEMENT 5801 PEACHTREE DUNWOODY RD ATLANTA GA 30342 DIETARY/FOOD SERVICES 1187330 ONWARD HEALTHCARE 1415 MARLTON PIKE EAST CHERRY HILL NJ 08034 STAFFING SERVICES 868194 HCSC LAUNDRY 26TH STREET ALLENTOWN PA 18103 LAUNDRY SERVICES 528973 PROGRESSIVE NURSING STAFFERS OF PA INC 5531 HEMPSTEAD WAY STE B SPRINGFIELD VA 22151 STAFFING SERVICES 294535 IOD INC PO BOX 1905 GREEN BAY WI 543079025 STAFFING SERVICES 209969 10 2313 2313 NET PATIENT SVC REV 621400 37692296 37692296 PROFESSIONAL SVCS REV 561000 27510057 27510057 65202353 10237 10237 1500 1500 1500 1500 PHYSICAL THERAPY EVALS 900099 15850 15850 RECORDS COPYING 900099 4113 4113 JURY DUTY REIMBURSEMEN 900099 589 589 20552 65236955 65218203 0 16439 341934 341934 31452673 29146182 2306491 1773332 1638732 134600 4752630 4368710 383920 2244268 2057836 186432 160345 49183 111162 44579 44579 72354 72354 3134 3134 7043340 4416418 2626922 121626 121626 2900356 2701004 199352 1843129 1675404 167725 71167 9111 62056 254753 254753 276032 221949 54083 395730 59664 336066 BAD DEBT EXPENSE 1213796 1213796 REPAIRS & MAINTENANCE 492585 28863 463722 TRAINING 29221 17703 11518 DUES & SUBSCRIPTIONS 23979 3876 20103 EVENTS & RETREATS 15599 3702 11897 47039 23539 23500 55573601 47757298 7816303 0 350 953 8916481 16191518 6710813 7480258 127705 130505 17155734 16571765 2545251 365382 976341 2179869 0 553177 33887424 43108045 6039349 6544415 9000000 9000000 2101377 2264688 17140726 17809103 X 16736276 25288767 10422 10175 16746698 25298942 33887424 43108045 X 9663354 -1111110 X X 0 1 1 X 0 X 0 0 0 0 0 0 0 0 1 3134 3134 0 EXPLANATION OF OTHER LOBBYING ACTIVITIES: PART II-B, LINE 1I: GSPP HAD LOBBYING EXPENDITURES THROUGH A CERTAIN PERCENTAGE OF MEMBERSHIP FEES PAID TO THE NATIONAL ASSOCIATION OF LONG TERM HOSPITALS (NALTH) AND ACUTE LONG TERM HOSPITAL ASSOCIATION (ALTHA) DURING THE FISCAL YEAR ENDING JUNE 30, 2011. $3,134 WAS THE PORTION OF THE MEMBERSHIP FEES THAT WERE DEEMED TO BE USED TOWARDS LOBBYING. 267439 71804 195635 1796107 293578 1502529 481705 481705 2179869 AMOUNTS DUE TO AFFILIATES 1425189 ESTIMATED THIRD-PARTY PAYOR SETTLEMENTS 839499 2264688 65236955 55573601 9663354 -1111110 -1111110 8552244 64125845 -1111110 -1111110 65236955 0 65236955 55573601 0 55573601 0 55573601 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: GSPP ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2011. PART XI, LINE 8 - OTHER ADJUSTMENTS: PENSION LIABILITY ADJUSTMENT 528,085. DIVIDENDS PAID TO MEMBERS -1,639,195. PART XII, LINE 2D - OTHER ADJUSTMENTS: PENSION LIABILTY ADJUSTMENT 528,085. DIVIDENDS PAID TO MEMBERS -1,639,195. X 1 1 X X X X X X 0 0 0 1 0 1 0 0 0 ANTHONY R BONGIOVANNI 0 217963 0 0 0 0 0 69226 0 26971 0 314160 0 0 DANIEL C CONFALONE 0 280650 0 0 0 0 0 19726 0 15585 0 315961 0 0 SARA T GAMMON 0 501846 0 0 0 0 0 175460 0 16726 0 694032 0 0 MICHAEL SOISSON 196276 0 0 0 0 0 12386 0 48 0 208710 0 0 0 FRANCIS ANGIOLILLO 135577 0 9000 0 0 0 9124 0 53387 0 207088 0 0 0 MARTIN J KELLEY 107630 0 21406 0 0 0 8143 0 17120 0 154299 0 0 0 LORDA T CAJIMAT 128473 0 228 0 0 0 8122 0 13342 0 150165 0 0 0 FRANK D SITES 127951 0 0 0 0 0 8075 0 17178 0 153204 0 0 0 PART I, LINE 1A GOOD SHEPHERD DOES NOT PAY ANY DUES ON BEHALF OF CEO, SARA GAMMON, DIRECTLY TO A SOCIAL CLUB. GOOD SHEPHERD REIMBURSES THE CEO FOR CERTAIN SOCIAL CLUB DUES RELEVANT IN PURSUING THE OVERALL MISSION OF GOOD SHEPHERD. THESE EXPENSES ARE ACCOUNTED FOR UNDER AN ACCOUNTABLE REIMBURSEMENT PLAN. THE AMOUNT OF THIS REIMBURSEMENT IS INCLUDED IN MS. GAMMON'S TAXABLE COMPENSATION. PART I, LINE 5 GSPP HAS A PERFORMANCE COMPENSATION PROGRAM IN PLACE WHICH IS APPROVED BY THE BOARD. CERTAIN MEMBERS OF MANAGEMENT CAN RECEIVE AN ANNUAL PERFORMANCE PAYMENT ONLY WHEN PRE-DEFINED AND PRE-APPROVED FINANCIAL AND NON-FINANCIAL GOALS ARE ACHIEVED. FOR FISCAL YEAR 2011, A PERFORMANCE PAYMENT WAS ACHIEVED. THIS IS NOT GUARANTEED EACH YEAR. PART I, LINE 6 GSPP HAS A PERFORMANCE COMPENSATION PROGRAM IN PLACE WHICH IS APPROVED BY THE BOARD. CERTAIN MEMBERS OF MANAGEMENT CAN RECEIVE AN ANNUAL PERFORMANCE PAYMENT ONLY WHEN PRE-DEFINED AND PRE-APPROVED FINANCIAL AND NON-FINANCIAL GOALS ARE ACHIEVED. FOR FISCAL YEAR 2011, A PERFORMANCE PAYMENT WAS ACHIEVED. THIS IS NOT GUARANTEED EACH YEAR. SUPPLEMENTAL INFORMATION PART III PART I, LINE 3: SARA T. GAMMON WAS PAID BY THE GOOD SHEPHERD REHABILITATION NETWORK ("GSRN"), AN AFFILIATED TAX-EXEMPT ORGANIZATION. GSPP RELIED ON GSRN'S USE OF THE DESCRIBED METHODS TO ESTABLISH MS. GAMMON'S COMPENSATION. FORM 990, PART V, LINE 1: ACCOUNTS PAYABLE PAYMENTS ARE CONSOLIDATED UNDER A COMMON REPORTING SYSTEM. SINCE TOTALS FOR EACH VENDOR MAY CONTAIN TRANSACTIONS FROM MULTIPLE CORPORATIONS, THE NUMBER OF 1099'S FILED ON BEHALF OF THE PHILADELPHIA POST-ACUTE PARTNERS, LLC BY THE COMMON REPORTING AGENT CANNOT BE SEPARATELY IDENTIFIED AND DETERMINED. FORM 990, PART VI, SECTION A, LINE 2 ALL BUT ONE MEMBER OF THE BOARD HAVE A BUSINESS RELATIONSHIP (ARE EMPLOYED) BY EITHER GOOD SHEPHERD REHABILITATION NETWORK OR UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS"), THE PARTNERS IN THE JOINT VENTURE. FORM 990, PART VI, SECTION A, LINE 6 GSPP IS ORGANIZED AS AN LLC, SET UP AS A PARTNERSHIP BETWEEN TWO PRIMARY MEMBERS, THE GOOD SHEPHERD REHABILITATION NETWORK (70% OWNERSHIP), AND THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (30% OWNERSHIP). FORM 990, PART VI, SECTION A, LINE 7A THE BOARD SHALL CONSIST OF SEVEN DIRECTORS, AS MAY BE DETERMINED BY THE MEMBERS. FOUR DIRECTORS WILL BE DESIGNATED AND APPOINTED BY THE GOOD SHEPHERD REHABILITATION NETWORK AND THREE DIRECTORS WILL BE DESIGNATED AND APPOINTED BY THE UNIVERSITY OF PENNSYLVANIA. FORM 990, PART VI, SECTION A, LINE 7B BASED ON THE OPERATING AGREEMENT, THERE ARE CERTAIN ORGANIZATIONAL MATTERS THAT MUST BE APPROVED BY THE MEMBERS OF THE JOINT VENTURE. FORM 990, PART VI, SECTION B, LINE 11 THE IRS 990 IS PREPARED USING INFORMATION SOLICITED FROM OFFICERS, DIRECTORS, TRUSTEES, BOARD COMMITTEE MEMBERS AND MANAGEMENT. THIS GROUP OF INDIVIDUALS ARE PROVIDED A DRAFT RETURN BEFORE THE FINAL RETURN IS FILED. QUESTIONS, COMMENTS, AND ADDITIONAL INFORMATION PROVIDED BY THIS GROUP ARE INCORPORATED INTO THE FINAL RETURN. THE FINAL RETURN IS REVIEWED AT A COMMITTEE LEVEL OF THE BOARD PRIOR TO IT BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C THERE IS A SYSTEMATIC PROCESS COORDINATED THROUGH THE GOVERNANCE COMMITTEE WHERE THE CONFLICT OF INTEREST STATEMENTS COMPLETED ANNUALLY BY BOARD MEMBERS AND SENIOR LEADERSHIP TEAM MEMBERS ARE REVIEWED BY THE GOVERNANCE COMMITTEE. WHENEVER THE COMMITTEE FEELS THE CONFLICT STATEMENT IS EITHER INCOMPLETE OR FEELS SOMETHING MAY BE MISSING, THE COMMITTEE WILL ASK MANAGEMENT TO PURSUE FURTHER DUE DILIGENCE. WHEN A BOARD MEMBER DOES HAVE AN INHERENT CONFLICT, THE TRUSTEE IS ASKED TO EITHER ABSTAIN FROM VOTING OR EXCUSE HIMSELF FROM THE ROOM DURING THE DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE GOOD SHEPHERD REHABILITATION NETWORK BOARD DELEGATES RESPONSIBILITY FOR FOLLOWING ALL LEGAL AND REGULATORY REQUIREMENTS AFFECTING EXECUTIVE COMPENSATION TO THE HUMAN RESOURCES/EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. THIS COMMITTEE IS CHARGED WITH ADMINISTRATION OF COMPENSATION PRACTICES FOR OFFICERS AND KEY EMPLOYEES OF THE ORGANIZATION. THIS COMMITTEE SELECTED AND USES AN INDEPENDENT CONSULTING FIRM SPECIALIZING IN HEALTHCARE EXECUTIVE COMPENSATION MATTERS AND USES COMPARABLE COMPETITIVE MARKET DATA IN THEIR ANALYSIS. THE SERVICES OF AN INDEPENDENT COMPENSATION CONSULTANT (IHS) WERE UTILIZED AND THEIR LATEST REPORT TO THE HUMAN RESOURCE COMPENSATION COMMITTEE WAS DATED AUGUST 30, 2011. COMMITTEE MEETINGS ARE HELD ON AN ONGOING BASIS AND ARE DOCUMENTED IN DETAIL. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE PUBLISHED TO THE ORGANIZATION'S WEBSITE AT LEAST ANNUALLY. THE GOVERNING DOCUMENTS AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A: SARA T. GAMMON, DANIEL C. CONFALONE, AND ANTHONY R. BONGIOVANNI ARE OFFICERS FOR ALL 7 ENTITIES WITHIN THE GOOD SHEPHERD REHABILITATION NETWORK. THEY EACH DEVOTE APPROXIMATELY 60 HOURS PER WEEK TO THE ENTIRE GROUP OF ENTITIES. THE AVERAGE HOURS LISTED IN COLUMN (B) FOR EACH INDIVIDUAL REPRESENTS THE APPROXIMATE PORTION OF 60 HOURS DEVOTED TO GOOD SHEPHERD PENN PARTNERS PER WEEK. THE COMPENSATION AND BENEFIT INFORMATION REPORTED IN COLUMNS (E) AND (F) REPRESENTS WHAT EACH INDIVIDUAL EARNS FOR THEIR TIME SPENT ON THE ENTIRE GROUP OF 7 ENTITIES. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: PENSION LIABILITY ADJUSTMENT 528,085. DIVIDENDS PAID TO MEMBERS -1,639,195. TOTAL TO FORM 990, PART XI, LINE 5: -1,111,110. FORM 990, PART XI, LINE 2C: THE PROCESSES USED BY THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PRIOR YEAR. GOOD SHEPHERD HOME LONG-TERM CARE FACILITY INC GOOD SHEPHERD PLAZA 850 S 5TH STREE ALLENTOWN PA 18103 232215800 OPERATES TWO SKILLED NURSING FACILITIES FOR THE SEVERELY DISABLED PA 501(C)(3) LINE 3 GOOD SHEPHERD REHABILITATION NETWORK 0 GOOD SHEPHERD HOUSING DEVELOPMENT CORPORATION GOOD SHEPHERD PLAZA 850 S 5TH STREE ALLENTOWN PA 18103 233073390 PROVIDES INDEPENDENT LIVING APTS FOR DISABLED, LOW-INCOME ADULTS PA 501(C)(3) LINE 7 GOOD SHEPHERD REHABILITATION NETWORK 0 GOOD SHEPHERD REHABILITATION HOSPITAL GOOD SHEPHERD PLAZA 850 S 5TH STREE ALLENTOWN PA 18103 231371947 PROVIDES COMPREHENSIVE INPATIENT AND OUTPATIENT REHABILITATION SERVICES PA 501(C)(3) LINE 3 GOOD SHEPHERD REHABILITATION NETWORK 0 GOOD SHEPHERD REHABILITATION NETWORK GOOD SHEPHERD PLAZA 850 S 5TH STREE ALLENTOWN PA 18103 232216041 PROVIDES MANAGEMENT SERVICES IN SUPPORT OF ITS TAX-EXEMPT AFFILIATES PA 501(C)(3) LINE 7 N/A 0 GOOD SHEPHERD WORKSHOPVOCATIONAL SERVICES INC 1901 LEHIGH STREET ALLENTOWN PA 18103 232215801 PROVIDES EMPLOYMENT DEVELOPMENT PROGRAMS AND VOCATIONAL EVALUATIONS PA 501(C)(3) LINE 11A, I GOOD SHEPHERD REHABILITATION NETWORK 0 THE ALLENTOWN SPECIALTY HOSPITAL INC GOOD SHEPHERD PLAZA 850 S 5TH STREE ALLENTOWN PA 18103 233009874 PROVIDES INPATIENT SVCS THROUGH OPERATION OF A LONG-TERM ACUTE CARE HOSP PA 501(C)(3) LINE 3 GOOD SHEPHERD REHABILITATION NETWORK 0 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 211 COLLEGE HALL OFFICE OF THE SECR PHILADELPHIA PA 19104 231352685 OPERATES MULTIPLE HOSPITALS AND HEALTHCARE FACILITIES PA 501(C)(3) LINE 2 N/A 0 0 1 0 0 1 0 0 0 0 1 1 1 0 1 1 1 0 0