TOWER HEALTH AT HOME: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- TOWER HEALTH AT HOME (EIN 23-1466250)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-05-03
- IRS object ID
- 201131239349300738
- Schema version
- 2010v3.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-03T14:28:47-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SUITE 200 221 W PHILADELPHIA ST | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 174012993 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231466250 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BERKS VISITING NURSE ASSOCIATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BERK | NameControl |
| Phone | 6103780481 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1170 BERKSHIRE BLVD | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 19610 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LUCILLE D GOUGH | Name |
| Title | PRESIDENT/CEO | Title |
| Phone | 6103780481 | Phone |
| Date Signed | 2011-04-21 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DOUGLAS L BERMAN | Name |
| Phone | 7178467000 | Phone |
| Date Prepared | 2011-04-21 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 1170 BERKSHIRE BLVD | AddressLine1 |
| City | WYOMISSING | City |
| State | PA | State |
| ZIP Code | 19610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 14707788 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.HHCMINC.ORG/BVNA | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1916 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH AND SOCIAL SERVICES APPROPRIATE TO MEET THE NEEDS OF INDIVIDUALS AND FAMILIES IN THEIR PLACE OF RESIDENCE WITHIN THE AVAILABLE RESOURCES OF THE ORGANIZATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 5 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 235 | TotalNbrEmployees |
| Total Nbr Volunteers | 219 | TotalNbrVolunteers |
| Total Gross UBI | 3600 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 717281 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 468510 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12006084 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 12742066 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 129792 | InvestmentIncomePriorYear |
| Investment Income Current Year | 224018 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -39167 | OtherRevenuePriorYear |
| Other Revenue Current Year | 98003 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 12813990 | TotalRevenuePriorYear |
| Total Revenue Current Year | 13532597 | 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 | 7677982 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 8062556 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 102260 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4395560 | OtherExpensePriorYear |
| Other Expenses Current Year | 4427990 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12073542 | TotalExpensesPriorYear |
| Total Expenses Current Year | 12490546 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 740448 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1042051 | RevenuesLessExpensesCY |
| Total Assets BOY | 10443061 | TotalAssetsBOY |
| Total Assets EOY | 11858948 | TotalAssetsEOY |
| Total Liabilities BOY | 1314999 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1459323 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9128062 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10399625 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE HEALTH AND SOCIAL SERVICES APPROPRIATE TO MEET THE NEEDS OF INDIVIDUALS AND FAMILIES IN THEIR PLACE OF RESIDENCE WITHIN THE AVAILABLE RESOURCES OF THE ORGANIZATION. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6812938 | Expense |
| Grants | 0 | Grants |
| Revenue | 7880981 | Revenue |
| Description | PROVIDED SKILLED NURSING CARE TO PATIENTS OF ALL AGES IN THEIR HOMES | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2528548 | Expense |
| Grants | 0 | Grants |
| Revenue | 2924940 | 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 | 1192165 | Expense |
| Grants | 0 | Grants |
| Revenue | 1379057 | Revenue |
| Description | PROVIDED PSYCHOSOCIAL COUNSELING SERVICES AND CASE MANAGEMENT ACTIVITIES TO PATIENTS AND FAMILIES, ENABLING THEM TO COPE WITH ILLNESS. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | GrantsGrants | RevenueRevenue | DescriptionDescription |
|---|---|---|---|
| 515262 | 0 | 596038 | PROVIDED ATTENDANT CARE SERVICES TO PATIENTS WITH PERSONAL NEEDS, PROVIDED COMMUNITY OUTREACH SERVICES |
| FOR THE YEAR ENDED 12/31/09, THE ORGANIZATION SERVED 5,841 CLIENTS WITH 83,280 BILLABLE VISITS.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 DIGINITY. BUILDING A HEALTHIER COMMUNITY DOES REQUIRE THE CONTINUED SUPPORT OF MANY BUSINESSES AND INDIVIDUALS WHO BELIEVE THAT OUR SERVICES SHOULD BE ACCESSIBLE TO EVERYONE. WITH THE HELP OF MANY GENEROUS CONTRIBUTORS, OUR SERVICES REMAIN AFFORDABLE AND AVAILABLE TO EVERYONE. ANY GIFT WILL MAKE A MEANINGFUL DIFFERENCE TO SOMEONE WHO IS HURTING OR IN NEED TODAY! 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 CHARITABLES PROGRAMS SO DESIGNATED. CONTRACTUAL ALLOWANCES, THE DIFFERENCE BETWEEN CHARGES AND NEGOTIATED RATES, ARE CONSIDERED TO BE CHARITY CARE. CHARITY CARE AMOUNTED TO APPROXIMATELY $1,443,000 OR 9.6% OF NET PATIENT SERVICE REVENUE. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 515262 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 596038 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 11048913 | 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 | 1 | ReportOtherAssets |
| Report Other Liabilities | 0 | 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 | 1 | 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 | 34 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 235 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| 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 | 5 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | TERRY GORDON VP FINANCE | NamePerson |
| 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 |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JOHN P WEIDENHAMMER | |||||||
| CHAIRPERSON | 0.10 | X | X | 0 | 0 | 0 | |
| RABBI BRIAN I MICHELSON | |||||||
| VICE CHAIRPERSON | 0.10 | X | X | 0 | 0 | 0 | |
| WILLIAM C LONG | |||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | ||
| STEPHEN J LUBAS | |||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | ||
| DOUGLAS F SMITH | |||||||
| BOARD MEMBER | 0.10 | X | 0 | 0 | 0 | ||
| LUCILLE GOUGH | |||||||
| PRESIDENT/CEO | 0.10 | X | 0 | 161571 | 4701 | ||
| TERRY E GORDON | |||||||
| TREASURER | 0.10 | X | 0 | 116114 | 10713 | ||
| AMICIE S ZIMMERMAN | |||||||
| SECRETARY | 0.10 | X | 0 | 90859 | 10019 | ||
| MARIA CARE | |||||||
| PHYSICAL THERAPIST | 40.00 | 194784 | 0 | 11615 | X | ||
| LINDA DONOHUE | |||||||
| PALLATIVE RN | 40.00 | 109273 | 0 | 2544 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 304057 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 368544 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 39592 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MCKESSON MEDICAL SURGICAL | |||||
| PO BOX 827951 | PHILADELPHIA | PA | 19182 | MEDICAL SUPPLIES | 155508 |
| READING HOSPITAL & MEDICAL CENTER | |||||
| PO BOX 16051 | READING | PA | 19612 | HOSPICE IN PATIENT SVC | 113709 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
| Federated Campaigns | 261621 | FederatedCampaigns |
| Fundraising Events | 32625 | FundraisingEvents |
| Government Grants | 26000 | GovernmentGrants |
| All Other Contributions | 148264 | AllOtherContributions |
| Noncash Contributions | 4194 | NoncashContributions |
| Total Contributions | 468510 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE | 621610 | 8120618 | 8120618 |
| OTHER THIRD PARTY PAYO | 621610 | 4517970 | 4517970 |
| SELF PAY/REQUEST CARE | 621610 | 103478 | 103478 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 12742066 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 113248 | TotalRevenueColumn |
| Exclusion | $113,248 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1274877 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1164107 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 110770 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 110770 | TotalRevenueColumn |
| Exclusion | $110,770 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 4560 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 32625 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 11084 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -6524 | TotalRevenueColumn |
| Exclusion | -$6,524 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|---|
| INTEREST EXPENSE REFUN | 900099 | 56000 | $56,000 | |
| FINANCING AND DEPRECIA | 900099 | 38950 | 38950 | |
| MISCELLANEOUS | 900099 | 5977 | $5,977 |
Miscellaneous Revenue MiscellaneousRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3600 | TotalRevenueColumn |
| Unrelated Business Revenue | 3600 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 104527 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 13532597 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12781016 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 3600 | UnrelatedBusinessRevenue |
| Exclusion | $279,471 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6549133 | Total |
| Program Services | 5986261 | ProgramServices |
| Management And General | 562872 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95482 | Total |
| Program Services | 87276 | ProgramServices |
| Management And General | 8206 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 911272 | Total |
| Program Services | 832951 | ProgramServices |
| Management And General | 78321 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 506669 | Total |
| Program Services | 463123 | ProgramServices |
| Management And General | 43546 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2533757 | Total |
| Program Services | 2227950 | ProgramServices |
| Management And General | 206993 | ManagementAndGeneral |
| Fundraising | 98814 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2212 | Total |
| Management And General | 2212 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16750 | Total |
| Management And General | 16750 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 775 | Total |
| Program Services | 775 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24263 | Total |
| Management And General | 24263 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 218006 | Total |
| Program Services | 90690 | ProgramServices |
| Management And General | 127316 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15898 | Total |
| Program Services | 14481 | ProgramServices |
| Management And General | 1417 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 797602 | Total |
| Program Services | 582769 | ProgramServices |
| Management And General | 211387 | ManagementAndGeneral |
| Fundraising | 3446 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 146688 | Total |
| Program Services | 134218 | ProgramServices |
| Management And General | 12470 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 336281 | Total |
| Program Services | 327172 | ProgramServices |
| Management And General | 9109 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9668 | Total |
| Program Services | 8837 | ProgramServices |
| Management And General | 831 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12288 | Total |
| Program Services | 11243 | ProgramServices |
| Management And General | 1045 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44194 | Total |
| Program Services | 40437 | ProgramServices |
| Management And General | 3757 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 168385 | Total |
| Program Services | 153913 | ProgramServices |
| Management And General | 14472 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| BAD DEBTS EXPENSE | 67350 | 67350 | |
| MISCELLANEOUS EXPENSE | 21298 | 19467 | 1831 |
| DUES AND SUBSCRIPTIONS | 12575 | 12575 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12490546 | Total |
| Program Services | 11048913 | ProgramServices |
| Management And General | 1339373 | ManagementAndGeneral |
| Fundraising | 102260 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 150 | BOY |
| EOY | 150 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3673355 | BOY |
| EOY | 4321515 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1600663 | BOY |
| EOY | 1254188 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26736 | BOY |
| EOY | 39891 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3471078 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2975628 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 507770 | BOY |
| EOY | 495450 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3461826 | BOY |
| EOY | 3856779 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 765717 | BOY |
| EOY | 790995 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9926 | BOY |
| EOY | 8236 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 396918 | BOY |
| EOY | 1087744 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10443061 | BOY |
| EOY | 11858948 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 927980 | BOY |
| EOY | 1145699 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 387019 | BOY |
| EOY | 313624 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1314999 | BOY |
| EOY | 1459323 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8277286 | BOY |
| EOY | 9526152 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 85059 | BOY |
| EOY | 82478 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 765717 | BOY |
| EOY | 790995 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9128062 | BOY |
| EOY | 10399625 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10443061 | BOY |
| EOY | 11858948 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1042051 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 229512 | 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 | $775 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 775 | 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 | BERKS VISITING NURSE ASSOCIATION, INC. 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 2010, BERKS VISITING NURSE ASSOCIATION, INC. PAID $775 TO VISITING NURSE ASSOCIATIONS OF AMERICA (VNAA) FOR LOBBYING AS A PORTION OF THEIR MEMBERSHIP DUES. LOBBYING EXPENSES GENERALLY DO NOT EXCEED 15% OF THE DUES PAID. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3902760 | BeginningOfYearBalance |
| Contributions | 139271 | Contributions |
| Investment Earnings Or Losses | 424027 | InvestmentEarningsOrLosses |
| Other Expenditures | 35379 | OtherExpenditures |
| Administrative Expenses | 16550 | AdministrativeExpenses |
| End Of Year Balance | 4414129 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3350885 | BeginningOfYearBalance |
| Contributions | 119924 | Contributions |
| Investment Earnings Or Losses | 532143 | InvestmentEarningsOrLosses |
| Other Expenditures | 86196 | OtherExpenditures |
| Administrative Expenses | 13996 | AdministrativeExpenses |
| End Of Year Balance | 3902760 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4262380 | BeginningOfYearBalance |
| Contributions | 110034 | Contributions |
| Investment Earnings Or Losses | -830168 | InvestmentEarningsOrLosses |
| Other Expenditures | 176325 | OtherExpenditures |
| Administrative Expenses | 15036 | AdministrativeExpenses |
| End Of Year Balance | 3350885 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.82080 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.17920 | 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 | 250704 | OtherCostOrOtherBasis |
| Book Value | 250704 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2444388 | OtherCostOrOtherBasis |
| Depreciation | 2248865 | Depreciation |
| Book Value | 195523 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 775986 | OtherCostOrOtherBasis |
| Depreciation | 726763 | Depreciation |
| Book Value | 49223 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 495450 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BENEFICIAL INTEREST IN PERPETUAL TRUSTS | Description |
| Book Value | 790995 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 790995 | TotalOfBookValueSecurities |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| CONTRIBUTION RECEIVABLE FROM CHARITABLE REMAINDER TRUST | 50430 |
| ADVANCE TO RELATED PARTIES | 1037314 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1087744 | TotalBookValueOtherAssets |
| Total Revenue | 13532597 | TotalRevenue |
| Total Expenses | 12490546 | TotalExpenses |
| Excess Or Deficit For Year | 1042051 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 200722 | NetUnrealizedGLOnInvestments |
| Other | $28,790 | OtherAmount |
| Total Adjustments | 229512 | TotalAdjustments |
| Excess Or Deficit Per FS | 1271563 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 13726889 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 200722 | NetUnrealizedGainsInvestments |
| Other Revenues | 11084 | OtherRevenues |
| Revenue Not Rptd F990 | 211806 | RevenueNotRptdF990 |
| Revenue Subtotal | 13515083 | RevenueSubtotal |
| Investment Expenses Not Included | 17514 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 17514 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 13532597 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12484116 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 11084 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 11084 | ExpensesNotRptdF990 |
| Expenses Subtotal | 12473032 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 17514 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 17514 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 12490546 | 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: | THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE ACCOUNTING STANDARD FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A COMPANY'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED BY EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE STANDARD ALSO PROVIDES GUIDANCE ON DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THE STANDARD DOES NOT HAVE A MATERIAL IMPACT ON THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR THE YEARS ENDED DECEMBER 31, 2009, 2008, AND 2007 REMAIN SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | GAIN/(LOSS) ON BENEFICIAL INTEREST IN PERPETUAL TRUSTS 25,278. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 3,512. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 11,084. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES SHOWN NET IN REVENUE 11,084. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CHAMPION BREAKFAST | NameOfEvent1 |
| Gross Receipts Event1 | 17050 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 12490 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 4560 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 3713 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 905 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 384 | OtherDirectExpensesEvent1 |
| Name Of Event2 | TREE HOSPICE | NameOfEvent2 |
| Gross Receipts Event2 | 13069 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 13069 | CharitableContributionsEvent2 |
| Food And Beverage Event2 | 118 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 50 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 2334 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 2 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 7066 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 7066 | CharitableContribOtherEvents |
| Rent Facility Costs Other Events | 449 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 1399 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 1095 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 637 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 37185 | GrossReceiptsTotal |
| Charitable Contributions Total | 32625 | CharitableContributionsTotal |
| Gross Revenue Total Events | 4560 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 449 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 5230 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 2050 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 3355 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 11084 | DirectExpenseSummaryEvents |
| Net Income Summary | -6524 | NetIncomeSummary |
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 | 0 | 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 (2 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LUCILLE GOUGH | |||||||||||||
| 0 | 161571 | 0 | 0 | 0 | 0 | 0 | 3231 | 0 | 1470 | 0 | 166272 | 0 | 0 |
| MARIA CARE | |||||||||||||
| 194784 | 0 | 0 | 0 | 0 | 0 | 3987 | 0 | 7628 | 0 | 206399 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE REVIEWS THE ANNUAL IRS FORM 990 PRIOR TO PUBLIC RELEASE AND WILL MAKE A REPORT TO HOME HEALTH CARE MANAGEMENT'S BOARD OF DIRECTORS. | |
| 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 OF 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 12C | |
| 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 B, LINE 15 | |
| THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON WRITTEN REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 200,722. GAIN/(LOSS) ON BENEFICIAL INTEREST IN PERPETUAL TRUSTS 25,278. CHANGE IN VALUE OF CHARITABLE REMAINDER TRUST 3,512. TOTAL TO FORM 990, PART XI, LINE 5: 229,512. | FORM 990, PART XI, LINE 5: |
| FINANCIAL STATEMENT AUDIT AND INDEPENDENT AUDITOR SELECTION: | 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. | FORM 990. PART XI, LINE 2C: OVERSIGHT RESPONSIBILITY FOR |
| LUCILLE D GOUGH, PRESIDENT/CEO TERRY GORDON, TREASURER AMICIE S ZIMMERMAN, 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 VII, COLUMN B: |
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 | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| ADVANTAGE HOME CARE INC | ||||||||||
| 1170 BERKSHIRE BLVD | WYOMISSING | PA | 19610 | 232469319 | PROVIDE SUPPORTIVE HEALTH CARE AND RELATED SERVICES TO FAMILIES AND INDIVID. | PA | 501(C)(3) | LINE 3 | N/A | 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 | N/A | 0 |
| VISITING NURSE ASSOCIATION OF POTTSTOWN AND VICINITY | ||||||||||
| 1963 E HIGH STREET | POTTSTOWN | PA | 194643209 | 231352574 | PROVIDE PROFESSIONAL AND SUPPORTIVE HEALTH CARE AND SERVICES, IN-HOME BASIS | PA | 501(C)(3) | LINE 3 | N/A | 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 | 0 | 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 | 1 | 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 | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |