Phoebe Home Inc.

“Phoebe-devitt homes is the sole member of phoebe home.”

“The business and affairs of the corporation shall be managed by a board totaling not more than fifteen, in addition to the president/ceo. Elected trustees, not less than seven, shall be elected by the board itself and three of whom shall be elected as follows: one by the pennsylvania northeast conference of the united church of christ conference or minister designate; one by the pennsylvania central conference of the united church of christ conference or minister designate; and one by the pennsylvania southeast conference of the united church of christ conference or minister designate. If a conference minister cannot fulfill the role and responsibilities of an active member of the governing board, the governing board will consult with the conference minister as to an appropriate representative of the conference leadership. All nominees for election by the board shall be selected by the nominating and governance committee of the board. All persons selected for nominations shall be selected on the basis of their concern and interest in phoebe-devitt homes and its subsidiary corporations. No salaried officer or employee of the homes or its subsidiary corporations, with the exception of the president of the homes, shall be eligible for trusteeship.”

“Nitial review of the tax return is done by the controller of phoebe ministries. After initial approval, the return is reviewed by senior management. Following final approval by senior management, the return is made available to the entire board of directors for review. Once this process is complete, the return is filed.”

“Any new employee or board member meeting the definition of interested person is provided a letter regarding their responsibility to disclose any conflicts of interest which include the full policy and the conflict of interest statement for signature. The conflict of interest statement is renewed at the beginning of each fiscal year. The compliance officer reviews all acknowledgement statements for any conflicts of interest. Acknowledgement statements include language regarding family and business relationships as sources of possible conflicts of interest. If a conflict is determined to exist, it will be reviewed by the governing board to determine whether the conflict is acceptable. If a board member has a conflict, he or she would abstain from any votes that were in the area of the conflict. All documents are maintained in the office of the compliance officer.”

“The financial statements are available through the organization's web site and the 990 is posted to the web site guidestar.org. Other documents are made available upon request.”

“The officers of phoebe ministries devote their time to each organization in the group (see schedule r). However, the time needed for each organization varies widely from week to week, month to month, etc., and consequently, it would be extremely difficult to provide an accurate analysis of the approximate time devoted to each entity. Phoebe ministries prefers not to provide information that it cannot substantiate and therefore will list 40 hours per week for each of its officers as an alternative to reporting hours worked for related organizations.”

“Organizational overview: phoebe-devitt homes (d/b/a phoebe ministries) is a not-for-profit, multi-facility charitable organization specializing in healthcare, housing, and support services for older adults. Founded in 1903 as a single allentown nursing home, phoebe's ministry now includes four continuing care retirement communities, eight affordable housing facilities, home- and community-based services, and four pharmacies. For more than a century, phoebe's tradition of excellence and passion for caring have made us the leader in care for senior adults and their family members. Our comprehensive services include skilled nursing care, personal care, independent living, affordable housing, at-home care, short-term and outpatient rehabilitation, mental health services, specialized dementia care, telemedicine for parkinson's disease patients, and pharmacy services. Phoebe's charitable care benefit for residents: as people live longer and health care costs increase, charitable care for phoebe residents is a growing need among residents who have limited personal resources and those who have exhausted their resources altogether. The total cost for care provided to these residents includes therapies and other medical services, as well as program expenses that are not fully reimbursed by medical assistance. A large percentage of phoebe's long-term care residents receive medicaid. Falling medicaid reimbursement rates creates a per-resident deficit of $177 every day at phoebe. This amount quickly adds up and creates an extraordinary need for charity care. Our commitment to providing this care is a demonstration of phoebe's enduring legacy of care and compassion. In fiscal year 2024 (july 1, 2023, to june 30, 2024), phoebe provided $17,258,069 in charity care for our residents. This amount is a decrease of $989,778 from the prior fiscal year. We remain committed to our residents no matter their financial circumstances. Those who receive charitable care can fully receive phoebe's compassionate, quality care. Phoebe's workforce benefit: phoebe offers our workforce competitive salaries and benefits, as well as opportunities for ongoing growth and education within the health care profession. Currently, phoebe is offering incentives for new hires and referrals. Phoebe ministries employed 1,300 individuals in fiscal year 2023-2024. Human resources staff attend and recruit from job fairs and advertise open positions at lehigh valley colleges and other universities in the northeast. Volunteerism at phoebe: phoebe's volunteers ranged in age from 14 to 93 years old. Phoebe partners with individuals, corporations, and organizations to attract volunteers. In an ordinary year, phoebe works with approximately 300 volunteers who help facilitate resident activities, office work, chaplain duties, events, and much more. Phoebe institute on aging (pia): founded in 2001, the pia provides forums for discussion and opportunities for learning, including educational programs, scholarships, cooperative ventures, and outreach activities that promote improved quality of care for older adults. The pia advisory board includes representatives of governmental agencies, hospital and medical personnel, human services providers, area agencies on aging, and faculty from colleges and universities. The pia spearheaded dementia-friendly lehigh valley (dflv), an initiative that addresses the growing population of people exhibiting signs of alzheimer's disease and related dementias. Dflv was granted approval by dementia friendly america to become part of its official national community of networks. In fiscal year 2024, the pia awarded scholarships of up to $1,500 to eight employees who are continuing their education and are available to clinical and services staff members at phoebe. Pastoral care at phoebe: phoebe ministries' pastoral care program provides care to our residents regardless of faith and plays a major role at our communities and in the geographic areas we serve.”

“Donor support for phoebe's mission: the office of philanthropy is dedicated to phoebe's mission to enrich the lives of our seniors, their families, and the communities we serve. We are profoundly grateful for generous contributions from foundations, individuals, corporate partners, churches, and organizations. Unrestricted gifts remain the backbone of supporting phoebe's mission. Unrestricted giving provides phoebe with the opportunity to use the money where it is needed most and where it will have the greatest impact, including support for charitable care, community life, and pastoral care. Phoebe also accepts gifts restricted to specific purposes. Donors are encouraged to first discuss their ideas for restricted gifts with the philanthropy office to assure the appropriate use of their charitable gift and official acceptance. Many of our donors also choose to remember phoebe ministries in their estate plans. Their thoughtfully arranged deferred gifts have a significant impact on phoebe's mission and ministry. Phoebe has a website for planned giving: www.myphoebelegacy.org. Finally, phoebe is also blessed by donors who have established permanent endowments that are prudently invested and provide income in perpetuity. Donors also provide support to phoebe through trusts of various types, while others choose to utilize charitable gift annuities (a simple contract with phoebe ministries) as a means of making a significant gift to phoebe while retaining a life income stream. Donors may contact the office of philanthropy at 610-794-5132 or [email protected] to explore gift options. Phoebe encourages donors to consult their professional advisors when considering significant charitable gifts. The philanthropy staff frequently works with donor advisors to accomplish the donors' goals and meet their desired outcomes. Phoebe ministries philanthropy highlights, fiscal year 2023-2024 phoebe's annual golf tournament is our largest fundraising event of the year and typically nets $100,000 for charitable care. Phoebe hosted our 15th golf tournament on august 14, 2023, and grossed $246,698 for charity care. Phoebe's second largest fundraising event is the phoebe institute on aging (pia) generations un-gala. This annual event is supported by corporate and individual sponsorships with all proceeds applied to the pia to help to underwrite the annual community conference and pia scholarships. Phoebe hosted the un-gala, titled compassion in action, at bell gate farm on september 21, 2023, and grossed $61,691 for the pia. The spring 2024 pia conference was held on april 18 at desales university. The conference was titled, "compassion in action and featured keynote speaker dr. Stephen trzeciak, physician scientist, professor, clinical researcher, intensivist (specialist in intensive care medicine), and co-author of "compassionomics: the revolutionary scientific evidence that caring makes a difference. The event was attended by more than 240 people and received $4,500 in sponsorships. Phoebe received several grants totaling $29,895 which were designated for medical equipment and technology for our four continuing care retirement communities. Approximately 203 employees gave more than $35,000, raised through a variety of giving vehicles that include basket socials, payroll deduction, and employee wish list campaign for phoebe residents. The wish list campaign resulted in: phoebe allentown purchasing three oster portable convection ovens and portable carts; phoebe berks healthcare center purchased a countertop air fryer and oven for their cooking classes, while berks village gardens purchased golf arcade putt game; phoebe richland purchased a fuji instax camera bundle, while meadow glen personal care purchased outdoor disc golf set; and phoebe wyncote purchased a wheelchair accessible garden bed and supplies. Additional phoebe highlights from fiscal year 2024: on february 14, phoebe opened the doors to its newest community, chestnut ridge at roda”

“Agency fees: program service expenses 2,016,354. Management and general expenses 43,919. Fundraising expenses 0. Total expenses 2,060,273. Consulting fees: program service expenses 0. Management and general expenses -2,121. Fundraising expenses 0. Total expenses -2,121. Landscaping services: program service expenses 56,747. Management and general expenses 0. Fundraising expenses 0. Total expenses 56,747. Other professional fees: program service expenses 20,877. Management and general expenses 0. Fundraising expenses 0. Total expenses 20,877. Physician and medical fees: program service expenses 183,679. Management and general expenses 0. Fundraising expenses 0. Total expenses 183,679. Purchased services: program service expenses 2,021,673. Management and general expenses 155,448. Fundraising expenses 0. Total expenses 2,177,121. Repair and maintenance services: program service expenses 1,960,378. Management and general expenses 489,875. Fundraising expenses 0. Total expenses 2,450,253. Transportation services: program service expenses 87,124. Management and general expenses 0. Fundraising expenses 0. Total expenses 87,124.”

“Change in value of charitable gift -1,847. Actuarial adj. To pension liability 6,411,985. Net period pension cost -5,938,202. Financial statement net asset reclass 198,297.”