TOWER HEALTH AT HOME - POTTSTOWN: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- TOWER HEALTH AT HOME - POTTSTOWN (EIN 23-1352574)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-04
- IRS object ID
- 201231259349301008
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-05-04T07:00:05-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232108173 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 SOUTH QUEEN STREET | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 174034630 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352574 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VISITING NURSE ASSOCIATION OF POTTSTOWN | BusinessNameLine1 |
| Business Name Line2 | AND VICINITY | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | VISI | NameControl |
| Phone | 6103275700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1963 E HIGH STREET | AddressLine1 |
| City | POTTSTOWN | City |
| State | PA | State |
| ZIP Code | 194643209 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LUCILLE D GOUGH | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 6103275700 | Phone |
| Date Signed | 2012-04-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS L BERMAN | Name |
| PTIN | P01269555 | PTIN |
| Phone | 7178433804 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LUCILLE D GOUGH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1963 E HIGH STREET | AddressLine1 |
| City | POTTSTOWN | City |
| State | PA | State |
| ZIP Code | 194643209 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 6077473 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://WWW.VNAPOTTSTOWN.ORG/VNAP/ | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1944 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 12 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 133 | TotalNbrEmployees |
| Total Nbr Volunteers | 77 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 333541 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 317858 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 5230953 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4768422 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 132327 | InvestmentIncomePriorYear |
| Investment Income Current Year | 166537 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17766 | OtherRevenuePriorYear |
| Other Revenue Current Year | 18632 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5714587 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5271449 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3270789 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3148318 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 42160 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2467184 | OtherExpensePriorYear |
| Other Expenses Current Year | 2321310 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5737973 | TotalExpensesPriorYear |
| Total Expenses Current Year | 5469628 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -23386 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -198179 | RevenuesLessExpensesCY |
| Total Assets BOY | 4407598 | TotalAssetsBOY |
| Total Assets EOY | 4431379 | TotalAssetsEOY |
| Total Liabilities BOY | 2775990 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3063496 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 1631608 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 1367883 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3019369 | Expense |
| Revenue | 3113296 | Revenue |
| Description | PROVIDED SKILLED NURSING CARE TO PATIENTS OF ALL AGES IN THEIR HOMES | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1335546 | Expense |
| Revenue | 1377093 | Revenue |
| Description | 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 | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 157989 | Expense |
| Revenue | 162904 | Revenue |
| Description | PROVIDED RECUPERATING PATIENTS AND THEIR FAMILIES AFFORDABLE, RELIABLE AND WELL-SUPERVISED NURSING AND HOME HEALTH AIDE SERVICES | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 105174 | 108446 | SOCIAL SERVICES: PROVIDED PSYCHOSOCIAL COUNSELING SERVICES AND CASE MANAGEMENT ACTIVITIES TO PATIENTS AND FAMILIES, ENABLING THEM TO COPE WITH ILLNESS |
| 6482 | 6683 | COMMUNITY OUTREACH PROGRAMS: 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. FOR THE YEAR ENDED 12/31/11, THE ORGANIZATION SERVED 2,153 CLIENTS WITH 30,344 BILLABLE VISITS.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 2011,CHARITY CARE AMOUNTED TO APPROXIMATELY $173,000 OR 4% OF NET PATIENT SERVICE REVENUE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 111656 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 115129 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 4624560 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 27 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 133 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 12 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 0 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERRY E GORDON VP FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6103780481 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1170 BERKSHIRE BLVD | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 19610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DAVID L NESTER | ||||||
| CHAIRPERSON | 0.10 | X | X | 0 | 0 | 0 |
| LISA M LIGHTCAP | ||||||
| VICE-CHAIRPERSON | 0.10 | X | X | 0 | 0 | 0 |
| TIMOTHY D FORESTER | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| REV DR W CARTER LESTER JR | ||||||
| RECORDING SECRETARY | 0.10 | X | X | 0 | 0 | 0 |
| BRADLEY FULLER | ||||||
| CORRESPONDING SECRETARY | 0.10 | X | X | 0 | 0 | 0 |
| RICHARD T GIRARD | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| RODNEY P HAWTHORNE | ||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | |
| VINCE B RAFFEO | ||||||
| BOARD MEMBER | 0.20 | X | 0 | 0 | 0 | |
| ANDREW W MEADOWS | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| REV JOHN SMOLIK | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| LESTER L HIMMELREICH JR | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| JEAN E HOLLENBACH | ||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | |
| LUCILLE D GOUGH | ||||||
| PRESIDENT/CEO | 0.10 | X | 0 | 167444 | 0 | |
| TERRY E GORDON | ||||||
| ASST TREASURER | 0.10 | X | 0 | 120989 | 7781 | |
| AMICIE S ZIMMERMAN | ||||||
| ASST RECORDING SECRETARY | 0.10 | X | 0 | 97055 | 7781 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 385488 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 15562 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GENERAL HEALTHCARE RESOURCES | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2250 HICKORY RD SUITE 240 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | STAFFING OF HEALTHCARE PERSONNEL | DescriptionOfServices |
| Compensation | 185849 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Federated Campaigns | 239931 | FederatedCampaigns |
| Fundraising Events | 9195 | FundraisingEvents |
| Government Grants | 15375 | GovernmentGrants |
| All Other Contributions | 53357 | AllOtherContributions |
| Total Contributions | 317858 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE | 621610 | 3488390 | 3488390 |
| OTHER THIRD-PARTY PAYO | 621610 | 1251267 | 1251267 |
| SELF PAY AND REQUEST C | 621610 | 28765 | 28765 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4768422 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 72688 | TotalRevenueColumn |
| Exclusion | $72,688 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 18571 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 18571 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 18571 | TotalRevenueColumn |
| Exclusion | $18,571 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 894516 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 800667 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 93849 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 93849 | TotalRevenueColumn |
| Exclusion | $93,849 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 2600 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 9195 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 5357 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -2757 | TotalRevenueColumn |
| Exclusion | -$2,757 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 2818 | TotalRevenueColumn |
| Exclusion | $2,818 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 2818 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5271449 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4768422 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $185,169 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2568014 | Total |
| Program Services | 2238962 | ProgramServices |
| Management And General | 329052 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 349431 | Total |
| Program Services | 304657 | ProgramServices |
| Management And General | 44774 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 230873 | Total |
| Program Services | 201290 | ProgramServices |
| Management And General | 29583 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1218654 | Total |
| Program Services | 1037926 | ProgramServices |
| Management And General | 140750 | ManagementAndGeneral |
| Fundraising | 39978 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4517 | Total |
| Management And General | 4517 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15200 | Total |
| Management And General | 15200 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 785 | Total |
| Fundraising | 785 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17516 | Total |
| Management And General | 17516 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316014 | Total |
| Program Services | 271547 | ProgramServices |
| Management And General | 44467 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6178 | Total |
| Program Services | 5440 | ProgramServices |
| Management And General | 738 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360138 | Total |
| Program Services | 227802 | ProgramServices |
| Management And General | 130939 | ManagementAndGeneral |
| Fundraising | 1397 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64169 | Total |
| Program Services | 56506 | ProgramServices |
| Management And General | 7663 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131257 | Total |
| Program Services | 127254 | ProgramServices |
| Management And General | 4003 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9830 | Total |
| Program Services | 8570 | ProgramServices |
| Management And General | 1260 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9243 | Total |
| Program Services | 8139 | ProgramServices |
| Management And General | 1104 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 49407 | Total |
| Program Services | 44890 | ProgramServices |
| Management And General | 4517 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91147 | Total |
| Program Services | 79468 | ProgramServices |
| Management And General | 11679 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices |
|---|---|---|---|
| DUES AND SUBSCRIPTIONS | 14348 | 14348 | |
| MISCELLANEOUS EXPENSE | 7803 | 798 | 7005 |
| BAD DEBTS EXPENSE | 5104 | 5104 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5469628 | Total |
| Program Services | 4624560 | ProgramServices |
| Management And General | 802908 | ManagementAndGeneral |
| Fundraising | 42160 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 256777 | BOY |
| EOY | 226994 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8333 | BOY |
| EOY | 8750 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 504679 | BOY |
| EOY | 507518 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32266 | BOY |
| EOY | 56363 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2149622 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1079914 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1092361 | BOY |
| EOY | 1069708 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2490907 | BOY |
| EOY | 2542131 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11234 | BOY |
| EOY | 8929 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11041 | BOY |
| EOY | 10986 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4407598 | BOY |
| EOY | 4431379 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 489892 | BOY |
| EOY | 439456 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 510000 | BOY |
| EOY | 410000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3940 | BOY |
| EOY | 1314 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1772158 | BOY |
| EOY | 2212726 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2775990 | BOY |
| EOY | 3063496 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1618731 | BOY |
| EOY | 1346695 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1836 | BOY |
| EOY | 10202 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11041 | BOY |
| EOY | 10986 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1631608 | BOY |
| EOY | 1367883 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4407598 | BOY |
| EOY | 4431379 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -198179 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -65546 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital170b1 Aiii | X | Hospital170b1Aiii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $785 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 785 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF OTHER LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1I: | ReturnReference |
| Explanation | VISITING NURSE ASSOCIATION OF POTTSTOWN HOLDS MEMBERSHIP IN VARIOUS ORGANIZATIONS WHICH ENGAGE IN LOBBYING AS PART OF THEIR MISSION TO REPRESENT THE INTEREST OF HOME HEALTH PROVIDERS AT BOTH THE FEDERAL AND STATE LEVEL. A PERCENTAGE OF THE DUES PAID TO THESE ORGANIZATIONS OFTEN ARE ATTRIBUTABLE TO LOBBYING. IN 2011, $785 OF THE DUES PAID TO VARIOUS ORGANIZATIONS WAS ATTRIBUTED TO LOBBYING. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2349782 | BeginningOfYearBalance |
| Contributions | 19150 | Contributions |
| Investment Earnings Or Losses | 98594 | InvestmentEarningsOrLosses |
| Other Expenditures | 59896 | OtherExpenditures |
| Administrative Expenses | 11971 | AdministrativeExpenses |
| End Of Year Balance | 2395659 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2105687 | BeginningOfYearBalance |
| Contributions | 4001 | Contributions |
| Investment Earnings Or Losses | 258755 | InvestmentEarningsOrLosses |
| Other Expenditures | 7925 | OtherExpenditures |
| Administrative Expenses | 10736 | AdministrativeExpenses |
| End Of Year Balance | 2349782 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 351429 | BeginningOfYearBalance |
| Contributions | 2606004 | Contributions |
| Investment Earnings Or Losses | 60204 | InvestmentEarningsOrLosses |
| Other Expenditures | 910210 | OtherExpenditures |
| Administrative Expenses | 1740 | AdministrativeExpenses |
| End Of Year Balance | 2105687 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 388734 | BeginningOfYearBalance |
| Contributions | 44751 | Contributions |
| Investment Earnings Or Losses | -65028 | InvestmentEarningsOrLosses |
| Other Expenditures | 15296 | OtherExpenditures |
| Administrative Expenses | 1732 | AdministrativeExpenses |
| End Of Year Balance | 351429 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.99540 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.00460 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 328460 | OtherCostOrOtherBasis |
| Book Value | 328460 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1384439 | OtherCostOrOtherBasis |
| Depreciation | 654465 | Depreciation |
| Book Value | 729974 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 410941 | OtherCostOrOtherBasis |
| Depreciation | 399667 | Depreciation |
| Book Value | 11274 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25782 | OtherCostOrOtherBasis |
| Depreciation | 25782 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1069708 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ADVANCES FROM RELATED ENTITY | $100,000 |
| DEPOSITS | $1,072 |
| PAYABLES TO RELATED PARTIES | $2,111,654 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2212726 | TotalOfAmounts |
| Total Revenue | 5271449 | TotalRevenue |
| Total Expenses | 5469628 | TotalExpenses |
| Excess Or Deficit For Year | -198179 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -65491 | NetUnrealizedGLOnInvestments |
| Other | -$55 | OtherAmount |
| Total Adjustments | -65546 | TotalAdjustments |
| Excess Or Deficit Per FS | -263725 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5198607 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -65491 | NetUnrealizedGainsInvestments |
| Other Revenues | 5357 | OtherRevenues |
| Revenue Not Rptd F990 | -60134 | RevenueNotRptdF990 |
| Revenue Subtotal | 5258741 | RevenueSubtotal |
| Investment Expenses Not Included | 12708 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 12708 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5271449 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5462277 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 5357 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 5357 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5456920 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 12708 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 12708 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 5469628 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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, 2008. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | LOSS ON BENEFICIAL INTEREST IN PERPETUAL TRUST -55. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING DIRECT EXPENSES 5,357. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING DIRECT EXPENSES 5,357. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LUCILLE D GOUGH | NamePerson |
| Base Compensation Filing Org | 0 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 167444 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 0 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 167444 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 4B | ReturnReference |
| Explanation | LUCILLE GOUGH AND TERRY GORDON PARTICIPATED IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF A RELATED ORGANIZATION. NO PAYMENTS WERE RECEIVED IN THE CURRENT YEAR. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE WILL REVIEW THE ANNUAL IRS FORM 990 PRIOR TO PUBLIC RELEASE AND WILL MAKE A REPORT TO HOME HEALTH CARE MANAGEMENT'S 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 TERRY GORDON, ASST TREASURER AMICIE S ZIMMERMAN, ASST RECORDING SECRETARY 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. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -65,491. LOSS ON BENEFICIAL INTEREST IN PERPETUAL TRUST -55. TOTAL TO FORM 990, PART XI, LINE 5: -65,546. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C: | THE FOLLOWING OVERSIGHT AND SELECTION PROCESS BY THE FINANCE COMMITTEE HAS NOT CHANGED FROM THE PRIOR YEAR. 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
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg | Direct Controlling Entity NADirectControllingEntityNA |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| HOME HEALTH CARE MANAGEMENT INC | ||
| E | 2061475 | FAIR MARKET VALUE |
| BERKS VISITING NURSE ASSOCIATION INC | ||
| E | 150179 | FAIR MARKET VALUE |
| HOME HEALTH CARE MANAGEMENT INC | ||
| L | 1218654 | FAIR MARKET VALUE |
| HOME HEALTH CARE MANAGEMENT INC | ||
| O | 1218654 | FAIR MARKET VALUE |