Civic Intelligence

Pennsylvania Health Care Association

EIN 23-1677576 • 501(c)6 • Harrisburg, PA

View Organization Page

Profile

Advocate for compassionate, quality long-term and post acute care for pennsylvania's elderly and disabled residents by providing information, education and advocacy designed to enhance quality for those residing or recuperating in member facilities.

315 North 2nd StreetHarrisburg, PA 17101

www.phca.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.19x

Higher debt load relative to assets than 48% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.44x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Net Margin

30th percentile

-0.7%

Higher net margin than 30% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$495,150

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 17.1% of source-year revenue.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Asset Growth

10th percentile

-9.1%

Faster asset growth than 10% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

9th percentile

-14%

Faster revenue growth than 9% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Down

$6,773,954

Down $674,717 (-9.1%) from 2023

Liabilities

Down

$1,288,955

Down $931,106 (-42%) from 2023

Net Assets

Up

$5,484,999

Up $256,389 (+4.9%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin30th percentile

Revenue

Down

$2,898,735

Down $459,806 (-14%) from 2023

Expenses

Down

$2,917,685

Down $72,694 (-2.4%) from 2023

Net Income

Down

-$18,950

Down $387,112 (-105%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,184,934Liabilities 2010: $296,429Net Assets 2010: $2,888,5052010Assets 2011: $3,404,394Liabilities 2011: $359,055Net Assets 2011: $3,045,3392011Assets 2012: $4,020,724Liabilities 2012: $553,320Net Assets 2012: $3,467,4042012Assets 2013: $4,378,278Liabilities 2013: $841,026Net Assets 2013: $3,537,2522013Assets 2014: $4,716,727Liabilities 2014: $1,071,789Net Assets 2014: $3,644,9382014Assets 2015: $4,464,405Liabilities 2015: $875,155Net Assets 2015: $3,589,2502015Assets 2016: $4,621,168Liabilities 2016: $976,880Net Assets 2016: $3,644,2882016Assets 2017: $4,944,507Liabilities 2017: $1,056,292Net Assets 2017: $3,888,2152017Assets 2018: $4,681,464Liabilities 2018: $880,334Net Assets 2018: $3,801,1302018Assets 2019: $5,047,219Liabilities 2019: $913,175Net Assets 2019: $4,134,0442019Assets 2020: $5,319,850Liabilities 2020: $912,742Net Assets 2020: $4,407,1082020Assets 2021: $6,880,480Liabilities 2021: $2,015,545Net Assets 2021: $4,864,9352021Assets 2022: $5,546,554Liabilities 2022: $1,275,975Net Assets 2022: $4,270,5792022Assets 2023: $7,448,671Liabilities 2023: $2,220,061Net Assets 2023: $5,228,6102023Assets 2024: $6,773,954Liabilities 2024: $1,288,955Net Assets 2024: $5,484,9992024

Highlighted filing

2024

Assets$6,773,954
Liabilities$1,288,955
Net Assets$5,484,999
Open 2024 Filing

Operations Trend

Revenue Growth9th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $3,136,542Expenses 2010: $2,830,798Net Income 2010: $305,7442010Revenue 2011: $2,771,555Expenses 2011: $2,614,721Net Income 2011: $156,8342011Expenses 2012: $2,493,1692012Revenue 2013: $3,079,695Expenses 2013: $3,048,786Net Income 2013: $30,9092013Revenue 2014: $3,351,618Expenses 2014: $3,281,209Net Income 2014: $70,4092014Revenue 2015: $3,302,308Expenses 2015: $3,307,962Net Income 2015: -$5,6542015Revenue 2016: $2,857,000Expenses 2016: $2,910,050Net Income 2016: -$53,0502016Revenue 2017: $2,724,297Expenses 2017: $2,735,432Net Income 2017: -$11,1352017Revenue 2018: $2,582,692Expenses 2018: $2,550,745Net Income 2018: $31,9472018Revenue 2019: $2,426,798Expenses 2019: $2,658,732Net Income 2019: -$231,9342019Revenue 2020: $2,410,611Expenses 2020: $2,870,721Net Income 2020: -$460,1102020Revenue 2021: $2,500,484Expenses 2021: $2,546,157Net Income 2021: -$45,6732021Revenue 2022: $2,662,229Expenses 2022: $2,641,568Net Income 2022: $20,6612022Revenue 2023: $3,358,541Expenses 2023: $2,990,379Net Income 2023: $368,1622023Revenue 2024: $2,898,735Expenses 2024: $2,917,685Net Income 2024: -$18,9502024

Highlighted filing

2024

Revenue$2,898,735
Expenses$2,917,685
Net Income-$18,950
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,773,954
Liabilities
$1,288,955
Net assets
$5,484,999
Revenue
$2,898,735
Expenses
$2,917,685
Net income
-$18,950
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.77$1.29$5.48$2.90$2.92$0.02
2023Detailed filing. Detailed filing data is available for this year.$7.45$2.22$5.23$3.36$2.99$0.37
2022Detailed filing. Detailed filing data is available for this year.$5.55$1.28$4.27$2.66$2.64$0.02
2021Detailed filing. Detailed filing data is available for this year.$6.88$2.02$4.86$2.50$2.55$0.05
2020Detailed filing. Detailed filing data is available for this year.$5.32$0.91$4.41$2.41$2.87$0.46
2019Detailed filing. Detailed filing data is available for this year.$5.05$0.91$4.13$2.43$2.66$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.68$0.88$3.80$2.58$2.55$0.03
2017Detailed filing. Detailed filing data is available for this year.$4.94$1.06$3.89$2.72$2.74$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.62$0.98$3.64$2.86$2.91$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.46$0.88$3.59$3.30$3.31$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.72$1.07$3.64$3.35$3.28$0.07
2013Detailed filing. Detailed filing data is available for this year.$4.38$0.84$3.54$3.08$3.05$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.02$0.55$3.47$2.49
2011Summary only. Only limited summary data is available for this year.$3.40$0.36$3.05$2.77$2.61$0.16
2010Summary only. Only limited summary data is available for this year.$3.18$0.30$2.89$3.14$2.83$0.31
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jan 27, 2026
Return Version
2024v5.5
Gross Receipts
$2,898,735
Mission and Program Overview

Mission

To elevate, educate and advocate on behalf of the commonwealth's most vulnerable, their caregivers and their providers of long-term care in sustaining a robust quality long-term care continuum in pennsylvania.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,094,361$4,514,086▲ $419,725
Savings and Temporary Cash Investments$2,787,287$1,669,346▼ $1,117,941
Land, Buildings, and Equipment, Net$209,490$224,681▲ $15,191
Accounts Receivable$207,639$150,729▼ $56,910
Prepaid Expenses and Deferred Charges$55,199$89,436▲ $34,237
Total Assets$7,448,671$6,773,954▼ $674,717
Other Assets Total$94,695$125,676▲ $30,981
Liabilities
Accounts Payable and Accrued Expenses$1,243,923$1,288,955▲ $45,032
Deferred Revenue$976,138$0▼ $976,138
Total Liabilities$2,220,061$1,288,955▼ $931,106
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,228,610$5,484,999▲ $256,389
Total Net Assets Fund Balance$5,228,610$5,484,999▲ $256,389
Total Liabilities and Net Assets / Fund Balance$7,448,671$6,773,954▼ $674,717

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$59,769$614,718$674,487
Equipment$6,789$663,730$670,519
Land$158,000-$158,000
Other Land Buildings$123$39,758$39,881
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Zachary ShambergPresident & CEOFT$450,000$45,150$495,150
Shayna VarnerVice President and Chief of StaffFT$163,500$21,106$184,606
Christopher FisherDirector of Quality and Clinical AffairsFT$155,173$25,454$180,627
Christopher FisherDirector of Quality and Clinical Aff-$155,173$25,454$180,627
Gail WeidmanDirector of Policy & RegulFT$149,000$15,036$164,036
Eric HeislerDirector of CommunicationsFT$125,135$18,185$143,320
Brittney GreenDirector of Partnership DevelopmentFT$117,739-$117,739

Board Members and Trustees

NameTitle
Jennifer DrescherAl/pc Chair
Steven TackChair
R Sean BuckmanImmediate Past Chair
Bill WeisbergVice Chair
Alex AhlbrandtDirector
Andy WolakDirector
Becky GolambDirector
Cody MeehanDirector
Craig HarrisDirector
Don BrenemanDirector
Ed BallietDirector
Gabrielle CharnowitzDirector
Jennifer WatsonDirector
Jim CooneyDirector
Johnny PattersonDirector
Kevin BeanDirector
Marc FeldmanDirector
Mark LupoDirector
Meir GelleyDirector
Meredith MillsDirector
Michael SmithDirector
Michael WylieDirector
Monica SullivanDirector
Nadine BeersDirector
Paul McguireDirector
Scott RifkinDirector
Shayne HutchinsonDirector
Travis DavisDirector
Kerri RomesSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,576,907
Investment Income
$247,419
Other Revenue
$74,409
Change in Net Assets
$-18,950
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,783,406
Other Expenses$1,134,279
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$1,047,651
Current Officers, Directors, Trustees, and Key Employees---$500,150
Information Technology---$247,972
Payroll Taxes---$107,390
Fees for Services Accounting---$91,299
Office Expenses---$84,108
All Other Expenses---$74,598
Occupancy---$69,182
Pension Plan Contributions---$66,601
Conferences and Meetings---$65,085
Other Employee Benefits---$61,614
Travel---$32,304
Fees for Services Legal---$27,855
Other Expenses---$24,000
Insurance---$18,969
Advertising---$14,330
Depreciation Depletion---$9,675
Total Functional Expenses$0$0$0$2,917,685
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
In-house lobbying only
No
Subject to proxy tax
Yes

Reported Spending and Taxes

Line ItemAmount
Total Nondeductible Lobbying and Political Cost$505,061
Current Year Nondeductible Lobbying and Political Cost$499,111
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Independent member nursing facility members & independent member assisted living facility members.”

Form 990, Part VI, Section A, Line 7A

“Independent member nursing facility members-this group of membership is eligible to elect five directors to the board. This is done through an election among this membership group. Independent member assisted living facility members-this group of membership is eligible to elect up to one director to the board. This is done through an election among this membership group. Regional vp's-phca is divided into five regions in the state of pennsylvania. Each region elects a regional vice president by and from members in those regions. Each of the five regional vice presidents receive a phca board seat.”

Form 990, Part VI, Section A, Line 7B

“Any changes to phca's bylaws have to be approved by the entire membership. Bylaw changes, if any, are presented to the entire membership for vote at phca's annual convention.”

Form 990, Part VI, Section B, Line 11B

“The finance committee and the officers of the board of directors are given the opportunity to review the completed form 990 and related schedules and to meet representatives of the accounting firm that prepared the form 990 and related schedules to discuss the content and answer any questions the finance committee and officers of the board may have. Final changes, if any, are then made to the form 990 and related schedules. The finance committee and the officers of the board approve the final copy of the form 990 and related schedules and the final copy is available for each member of the board of directors upon filing.”

Form 990, Part VI, Section B, Line 12C

“Members of the board are required to complete a conflict of interest statement upon joining the board as well as annually. The statements are reviewed and issues are addressed at that time. Management and the finance committee participate in monitoring member independence. Management makes decisions regarding new and ongoing contracts as well as business relationships. The board members collectively approve the budget and are thereby informed of ongoing contracts and anticipated contracts. During the year, the finance committee regularly reviews and discusses budget to actual financial statements with variance analysis (greater than $1,000 on a monthly basis and $5,000 on a quarterly basis) in addition to cash management reports. These processes mitigate the risk of conflicts of interest.”

Form 990, Part VI, Section B, Line 15

“The officers of the board, as representatives of the board, review both the performance of the ceo as well as comparison data of salary and benefits of other ceo's of affiliates of the american health care association in determining the compensation of the president and ceo of the pennsylvania health care association.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Pennsylvania Health Care Association
EIN
23-1677576
Phone
7172211800
Address
315 NORTH 2ND STREET, HARRISBURG, PA 17101

Signing Officer

Name
Michael Jacobs
Title
President/CEO
Phone
7172211800
Signed
2026-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Jacobs
Formed
1963
Legal Domicile
Pa
Voting Board Members
30
Independent Board Members
29
Employees
9
Volunteers
30

Preparer

Firm
Mckonly & Asbury Llp
Address
415 FALLOWFIELD ROAD, CAMP HILL, PA 17011
Preparer
Gary J Dubas
Phone
7177617910
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“No changes have been made.”

Amended Return Statement

“Form 990 is being amended to include section 162(e) nondeductible lobbying and political expenditures on schedule c, part iii-b, line 2.”

Financial Statement Notes

PART X, LINE 2:

“The organization adheres to the provisions of financial accounting standards board (fasb) accounting standards codification (asc) 740, income taxes (asc 740). Asc 740 establishes rules for recognizing and measuring tax positions taken in an income tax return, including disclosures of uncertain tax positions (utps). Asc 740 mandates that entities evaluate all material income tax positions for periods that remain open under applicable statutes of limitation, as well as positions expected to be taken in future returns. The utp rules then impose a recognition threshold on each tax position. A company can recognize an income tax benefit only if the position has a "more likely than not" (i.e., more than 50 percent) chance of being sustained on the technical merits. For the years ended december 31, 2024 and 2023, the organization has taken no material tax positions on its applicable tax filings that do not meet the "more likely than not" threshold. As a result, no amount for utps has been included in the consolidated financial statements. Management believes it is no longer subject to income tax examinations for years prior to 2021.”

Raw XML AppendixShowing 400 of 674 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm11JIM COONEY
IRS990/Form990PartVIISectionAGrp/PersonNm12TRAVIS DAVIS
IRS990/Form990PartVIISectionAGrp/PersonNm13JENNIFER DRESCHER
IRS990/Form990PartVIISectionAGrp/PersonNm14MARC FELDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm15MEIR GELLEY
IRS990/Form990PartVIISectionAGrp/PersonNm16BECKY GOLAMB
IRS990/Form990PartVIISectionAGrp/PersonNm17CRAIG HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm18SHAYNE HUTCHINSON
IRS990/Form990PartVIISectionAGrp/PersonNm19MARK LUPO
IRS990/Form990PartVIISectionAGrp/PersonNm20PAUL MCGUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm21CODY MEEHAN
IRS990/Form990PartVIISectionAGrp/PersonNm22MEREDITH MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm23JOHNNY PATTERSON
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IRS990/Form990PartVIISectionAGrp/PersonNm25MICHAEL SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm26MONICA SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm27JENNIFER WATSON
IRS990/Form990PartVIISectionAGrp/PersonNm28ANDY WOLAK
IRS990/Form990PartVIISectionAGrp/PersonNm29MICHAEL WYLIE
IRS990/Form990PartVIISectionAGrp/PersonNm30SHAYNA VARNER
IRS990/Form990PartVIISectionAGrp/PersonNm31GAIL WEIDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm32CHRISTOPHER FISHER
IRS990/Form990PartVIISectionAGrp/PersonNm33ERIC HEISLER
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13AL/PC CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30VICE PRESIDENT AND CHIEF OF STAFF
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR OF POLICY & REGUL
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR OF QUALITY AND CLINICAL AFFAIRS
IRS990/Form990PartVIISectionAGrp/TitleTxt33DIRECTOR OF COMMUNICATIONS
IRS990/Form990PartVIISectionAGrp/TitleTxt34DIRECTOR OF PARTNERSHIP DEVELOPMENT
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IRS990/MissionDesc0TO ELEVATE, EDUCATE AND ADVOCATE ON BEHALF OF THE COMMONWEALTH'S MOST VULNERABLE, THEIR CAREGIVERS AND THEIR PROVIDERS OF LONG-TERM CARE IN SUSTAINING A ROBUST QUALITY LONG-TERM CARE CONTINUUM IN PENNSYLVANIA.
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