2011-11-14T10:22:44-06:00 2010-12-31 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2010-01-01 236394750 PENNSYLVANIA ASSOCIATION OF NON-PROFIT HOMES FOR THE AGING PENN 7177635724 1100 BENT CREEK BOULEVARD MECHANICSBURG PA 17050 RONALD L BARTH 7177635724 2011-11-14 1 JULIUS GREEN CPA 5708200100 2010 2016-02-24 21:20:13Z RONALD L BARTH 1100 BENT CREEK BOULEVARD MECHANICSBURG PA 17050 4311157 0 X WWW.PANPHA.ORG X 1963 PA REPRESENTS OVER 360 NON-PROFIT PROVIDERS OF SENIOR RESIDENTIAL AND HEALTH RELATED SERVICES. 25 25 10 400 2215 0 23500 27100 2909253 2984024 15040 110825 163657 267859 3111450 3389808 25239 21318 0 0 1134530 1110459 0 0 0 1634479 1808522 2794248 2940299 317202 449509 6568147 7177132 1602192 1645215 4965955 5531917 TO PROMOTE THE INTERESTS OF MEMBERS BY ENHANCING THEIR ABILITY TO PROVIDE QUALITY SERVICES EFFICIENTLY AND EFFECTIVELY; AND BY REPRESENTING THE MEMBERS THROUGH COOPERATIVE ACTION. 0 0 568965 21318 879974 EDUCATION AND OTHER RELATED PROGRAMS - PANPHA REPRESENTS OVER 360 NON-PROFIT FACILITIES AND AGENCIES, WHICH PROVIDE NURSING, PERSONAL CARE, HOUSING AND HOME AND COMMUNITY-BASED SERVICES TO OVER 65,000 ELDERLY PENNSYLVANIANS AND THOSE WITH DISABILITIES. PANPHA'S MEMBERSHIP ALSO INCLUDES OVER 200 BUSINESSES AND ASSOCIATE MEMBERS WHO HAVE AN INTEREST IN LONG-TERM CARE, HOUSING AND SERVICES. 1838445 0 2251641 GENERAL MEMBERSHIP SERVICES - AS THE CHIEF ADVOCATE FOR NON-PROFIT LONG-TERM CARE FACILITY-BASED AND COMMUNITY SERVICE PROVIDERS, AND THE PEOPLE THEY SERVE IN PENNSYLVANIA, PANPHA REPRESENTS PROVIDERS AND THE PEOPLE THEY SERVE, AS WELL AS THE CONCERNS AND INTERESTS OF ITS MEMBERS BEFORE THE STATE LEGISLATURE AND REGULATORY AGENCIES. THROUGH COMMUNICATING WITH PUBLIC HEARINGS AND PARTICIPATING ON ADVISORY PANELS AND GOVERNMENTAL TASK FORCES, PANPHA HELPS ENSURE THAT ITS MEMBERSHIP RECEIVES THE ATTENTION NEEDED TO CONTINUE THE DELIVERY OF QUALITY CARE AND SERVICES FOR THE AGING. THROUGH PANPHA'S COMMITTEE AND TASK FORCE STRUCTURE, MEMBERS PARTICIPATE IN THE PROCESS OF POLICY FORMULATION FOR THE ASSOCIATION. 2407410 1 0 0 1 0 0 1 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 10 0 1 10 1 1 1 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 0 0 1 1 0 PA X HOLLY L ROSINI VPCOO 7177903966 1100 BENT CREEK BOULEVARD MECHANICSBURG PA 17050 JAMES ADAMOWICZ 1.50 X 0 0 0 EVA BERING 1.50 X 0 0 0 CAROL BERSTER 1.50 X 0 0 0 GLORIA BORING 1.50 X 0 0 0 MICHELLE BRYK 1.50 X 0 0 0 TAMA CAREY 1.50 X X 0 0 0 DAN DAVIS 1.50 X 0 0 0 PHILIP DEBAUN 1.50 X X 0 0 0 JOHN DICKSON 1.50 X 0 0 0 ANGELA DOHRMAN 1.50 X X 0 0 0 SUSAN DRABIC 1.50 X 0 0 0 DAVID FENOGLIETTO 1.50 X X 0 0 0 VERONICA GIBBONE 1.50 X 0 0 0 GARRY HENNIS 1.50 X 0 0 0 SUSANNE M KELLY 1.50 X 0 0 0 STEPHEN LINDSEY 1.50 X 0 0 0 SUSAN LIPPY 1.50 X 0 0 0 G BRYAN OROS 1.50 X 0 0 0 MICHELLE RASSLER 1.50 X 0 0 0 ROBERT RUNDLE 1.50 X 0 0 0 PATRICIA SAVAGE 3.00 X X 0 0 0 JEFFREY SHIREMAN 3.00 X X 0 0 0 LISA SOFIA 1.50 X X 0 0 0 PAUL M WINKLER 1.50 X X 0 0 0 VICKY WITTUCK 1.50 X 0 0 0 RONALD L BARTH 37.50 X 188400 0 26857 HOLLY L ROSINI 37.50 X 115564 0 11193 W RUSS MCDAID 37.50 X 110473 0 7957 414437 0 46007 3 0 1 0 AAHSA 2519 CONNECTICUT AVENUE NW WASHINGTON DC 20008 MANAGEMENT SVCS FOR ANNUAL CONFERENCE 153625 PRELUDE SERVICES 3911 HARTZDALE DRIVE CAMP HILL PA 17011 COMPUTER/NETWORK SUPPORT AND SERVICES 115858 2 27100 27100 DUES 561499 2104050 2104050 ANNUAL CONFERENCE 561499 809819 809819 EDUCATIONAL SEMINARS 611600 70155 70155 2984024 60691 60691 136396 29891 106505 106505 106505 941592 891458 50134 50134 50134 AAHSA ADMIN FEE 561000 147591 147591 ADVERTISING 519100 2215 2215 11548 11548 161354 3389808 3131615 2215 228878 21318 21318 460444 253244 207200 420216 377228 42988 166767 149707 17060 63032 56584 6448 153625 137909 15716 80742 80742 5950 5950 210 210 185914 185914 2745 2464 281 151939 136396 15543 45396 40752 4644 94399 84842 9557 70551 63334 7217 633803 568965 64838 45902 45902 231293 231293 20014 20014 EXHIBITORS EXPENSE 42182 42182 BOARD AND COMMITTEES 11802 10595 1207 DUES & SUBSCRIPTIONS 7312 6564 748 TRAINING 3892 3494 398 MINOR EQUIPMENT 895 803 92 19956 13598 6358 2940299 2407410 532889 0 100 100 60899 60779 22167 35983 41886 32079 3725161 1774404 2019934 1950757 4391195 5072625 31966 24809 6568147 7177132 177262 350097 25000 204095 172125 1178952 1122993 16883 0 1602192 1645215 X 4768468 5378099 197487 153818 4965955 5531917 6568147 7177132 X 449509 116453 X X 0 1 1 X 0 X 1827176 1971696 2123590 2056205 2131150 10109817 680760 794489 851042 876548 879974 4082813 2507936 2766185 2974632 2932753 3011124 14192630 0 0 0 14192630 315528 368992 279020 173835 197087 1334462 315528 368992 279020 173835 197087 1334462 229795 143271 145976 167536 161352 847930 3053259 3278448 3399628 3274124 3369563 16375022 0.86670 0.84950 0.08150 0.08550 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: SCHEDULE A, PART III, LINE 12, EXPLANATION FOR OTHER INCOME AAHSA FEE 147,591 ADVERTISING 2,215 MISCELLANEOUS INCOME 11,546 34447 80376 114823 2594181 2709004 285450 71363 0 0 290263 274110 278610 285450 1128433 1692650 198969 139200 145418 114823 598410 72566 68528 69653 71363 282110 423165 5000 39000 43625 34447 122072 X X 0 249145 249145 2612305 1101610 1510695 863711 672794 190917 1950757 3389808 2940299 449509 116553 -100 116453 565962 3514834 116553 -21318 95235 3419599 -29791 -29791 3389808 2948872 29891 29891 2918981 21318 21318 2940299 PART III, LINE 4: PANPHA HAS MAINTAINED A COLLECTION OF ART FROM RESIDENTS SERVED BY OUR MEMBERS TO SHOWCASE TALENTS OF SENIORS RESIDING IN OUR MEMBER COMMUNITIES. ALL ART WAS DONATED BY THE ARTISTS AND NO VALUE WAS ESTABLISHED FOR THE ART NOR WAS FINANCIAL GAIN INTENEDED. ART HAS BEEN IN THE PANPHA BUILDING FOR 9 YEARS AND WILL REMAIN THERE ON DISPLAY INDEFINITELY. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: PANPHA ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES BY PRESCRIBING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2010. PART XII, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE INCLUDED IN REVENUE ON THE FINANCIAL STATEMENTS -21,318. PART XII, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -29,891. MISCELLANEOUS INCOME NOT ON BOOKS 100. PART XIII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 29,891. PART XIII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP EXPENSE INCLUDED IN REVENUE ON THE FINANCIAL STATEMENTS 21,318. 1 NURSE SCHOLARSHIPS 23 21318 N/A N/A PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: PANPHA DOES NOT HAVE FORMAL PROCEDURES FOR MONITORING THE USE OF CONTRIBUTIONS GIVEN. HOWEVER, THE CONTRIBUTIONS ARE BASED ON INITIATIVES FROM OTHER NON-PROFIT ORGANIZATIONS. PANPHA RELIES ON THOSE ORGANIZATION'S UPDATES ON THE PROGRESS OF THIER INITIATIVES TO EVALUATE WHETHER THE CONTRIBUTIONS ARE BEING WELL USED. X X X 0 0 0 0 0 0 0 0 0 RONALD L BARTH 188400 0 0 0 0 0 0 0 26857 0 215257 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 VOTING MEMBER: NONPROFIT, VOLUNTARY OR GOVERNMENTAL FACILITIES PROVIDING CARE, SERVICES OR HOUSING FOR THE AGING (NURSING HOMES, PERSONAL CARE HOMES/ASSISTED LIVING, CCRC'S, HOUSING FACILITIES AND COMMUNITY SERVICE). THIS IS PANPHA'S PRIMARY MEMBERSHIP. MAY VOTE AND SIT ON PANPHA COMMITTEES AND BOARD OF DIRECTORS. ASSOCIATE MEMBER: INDIVIDUALS EMPLOYED BY A NONPROFIT OR VOLUNTARY ORGANIZATION NOT ELIGIBLE FOR VOTING MEMBERSHIP. MAY NOT VOTE OR SIT ON PANPHA COMMITTEES OR BOARD OF DIRECTORS. AFFILIATE MEMBER: FOR-PROFIT PROVIDERS NOT ELIGIBLE FOR VOTING MEMBERSHIP. MAY NOT VOTE OR SIT ON PANPHA COMMITTEES OR BOARD OF DIRECTORS. BUSINESS MEMBER: COMMERCIAL AND PROFESSIONAL ORGANIZATIONS THAT OFFER SERVICES AND/OR SUPPLIES TO ORGANIZATIONS ELIGIBLE FOR VOTING MEMBERSHIP. MAY NOT VOTE OR SIT ON PANPHA BOARD OF DIRECTORS. MAY SIT ON PANPHA COMMITTEES. STUDENT MEMBER: INDIVIDUAL ENROLLED FULL-TIME IN A HEALTH CARE CURRICULUM AT AN INSTITUTION OF HIGHER LEARNING AND/OR SERVING AN INTERNSHIP WITH A PANPHA VOTING MEMBER. MAY NOT VOTE OR SIT ON PANPHA COMMITTEES OR BOARD OF DIRECTORS. RETIREE MEMBER: INDIVIDUALS RETIRED FROM A PANPHA VOTING MEMBER AND ARE NO LONGER EMPLOYED IN ANY CAPACITY BY AN ORGANIZATION PROVIDING THE SAME OR SIMILAR SERVICE AS VOTING MEMBERS. MAY NOT VOTE OR SIT ON PANPHA COMMITTEES OR BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11 PANPHA COO PROVIDED DOCUMENTATION TO AUDITORS TO PREPARE ACTUAL FORM 990. BOTH PANPHA CEO AND COO REVIEWED THE FINAL FORM 990 BEFORE AUDITORS FILED WITH THE IRS. PANPHA COO WILL PROVIDE COPY OF THE FORM 990 TO ALL BOARD MEMBERS VIA E-MAIL BEFORE THE FORM 990 IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C PANPHA HAS A REQUEST FOR PROPOSAL (RFP) PROCESS IN PLACE WHICH REQUIRES BID/PROPOSAL FROM ORGANIZATIONS/INDIVIDUALS PURSUING A CONTRACTUAL AND/OR CONSULTANT RELATIONSHIP WITH PANPHA. THE PROPOSALS ARE REVIEWED BY APPROPRIATE STAFF AND MEMBER TASK FORCE AND/OR BOARD OF DIRECTORS. IN ADDITION, THERE IS A FORMAL CONFLICT OF INTEREST POLICY FOR THE BOARD OF DIRECTORS THAT IS PROVIDED TO THE PANPHA BOARD ANNUALLY AND IS REVIEWED DURING A FORMAL ORIENTATION EACH YEAR WHEN THE NEW BOARD IS SEATED. PANPHA'S PRESIDENT/CEO ALONG WITH THE BOARD CHAIR ENSURE THAT ALL BOARD MEMBERS UNDERSTAND THE POLICY AND ARE IN COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15 REVIEW AND STUDY OF SALARY SURVEY DATA OF LIKE ASSOCIATIONS/ORGANIZATIONS WITHIN PENNSYLVANIA AND OUTSIDE OF PENNSYLVANIA, AS WELL AS SIMILAR POSITIONS WITHIN OTHER STATE SENIOR SERVICES ASSOCIATIONS. FOR KEY EMPLOYEES, PANPHA ALSO UTILIZES A WAGE AND COMPENSATION SYSTEM DEVELOPED BY AN OUTSIDE CONSULTANT AND UPDATED ANNUALLY. REVIEW AND APPROVAL OF CEO COMPENSATION DONE BY THE EXECUTIVE COMMITTEE AND/OR BOARD. REVIEW AND APPROVAL OF KEY EMPLOYEE SALARIES DONE BY THE CEO. COMPLETE SALARY LINE ITEM IN ANNUAL BUDGET APPROVED BY THE BUDGET AND FINANCE COMMITTEE AND ULTIMATELY THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, PART VI, SECTION C, LINE 19: THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED TO FULL BOARD OF DIRECTORS, BOARD OFFICERS, AND STAFF, AND ARE AVAILABLE UPON REQUEST TO MEMBERS AND THE PUBLIC. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 116,553. MISCELLANEOUS INCOME INCLUDED IN NET ASSETS ON FINANCIAL STATEMENTS -100. TOTAL TO FORM 990, PART XI, LINE 5: 116,453. FORM 990, PART XI, LINE 2C: THE PROCESSES USED BY THE COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT HAVE NOT CHANGED FROM THE PRIOR YEAR.