Civic Intelligence

The Baptist Home Foundation

990 • Fiscal year 2015 • EIN 23-2927309

Jul 01, 2014 to Jun 30, 2015 • Filed on May 13, 2016

8301 Roosevelt BoulevardPhiladelphia, PA 19152

(215) 624-7575

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

22nd percentile

0.01x

Higher debt load relative to assets than 22% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

37th percentile

0.05x

Higher debt load relative to revenue than 37% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

5th percentile

-60%

Higher net margin than 5% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

1st percentile

-80%

Faster asset growth than 1% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

2nd percentile

-77%

Faster revenue growth than 2% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$1,032,793

Down $4,104,537 (-80%) from 2014

Net Assets

Down

$1,025,793

Down $4,109,537 (-80%) from 2014

Liabilities

Up

$7,000

Up $5,000 (+250%) from 2014

Revenue

Down

$129,704

Down $431,023 (-77%) from 2014

Expenses

Down

$207,196

Down $185,905 (-47%) from 2014

Net Income

Down

-$77,492

Down $245,118 (-146%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $5,826,829Liabilities 2010: $180Net Assets 2010: $5,826,6492010Assets 2011: $5,959,676Liabilities 2011: $5,065Net Assets 2011: $5,954,6112011Assets 2012: $5,912,942Liabilities 2012: $51,523Net Assets 2012: $5,861,4192012Assets 2013: $5,016,189Liabilities 2013: $0Net Assets 2013: $5,016,1892013Assets 2014: $5,137,330Liabilities 2014: $2,000Net Assets 2014: $5,135,3302014Assets 2015: $1,032,793Liabilities 2015: $7,000Net Assets 2015: $1,025,7932015Assets 2016: $1,013,272Liabilities 2016: $0Net Assets 2016: $1,013,2722016Assets 2017: $730,606Liabilities 2017: $0Net Assets 2017: $730,6062017Assets 2018: $730,547Liabilities 2018: $0Net Assets 2018: $730,5472018Assets 2019: $290,269Liabilities 2019: $0Net Assets 2019: $290,2692019Assets 2020: $815,465Liabilities 2020: $0Net Assets 2020: $815,4652020

Highlighted filing

2015

Assets$1,032,793
Liabilities$7,000
Net Assets$1,025,793

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $511,1052010Revenue 2011: $480,288Expenses 2011: $485,438Net Income 2011: -$5,1502011Expenses 2012: $420,1062012Expenses 2013: $1,213,6462013Revenue 2014: $560,727Expenses 2014: $393,101Net Income 2014: $167,6262014Revenue 2015: $129,704Expenses 2015: $207,196Net Income 2015: -$77,4922015Revenue 2016: $36,355Expenses 2016: $48,876Net Income 2016: -$12,5212016Revenue 2017: $85,849Expenses 2017: $368,515Net Income 2017: -$282,6662017Revenue 2018: $0Expenses 2018: $59Net Income 2018: -$592018Expenses 2019: $242019Revenue 2020: $15,802Expenses 2020: $5,064Net Income 2020: $10,7382020

Highlighted filing

2015

Revenue$129,704
Expenses$207,196
Net Income-$77,492
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
May 13, 2016
Return Version
2014v6.0
Gross Receipts
$129,728
Mission and Program Overview

Mission

The mission of the baptist home foundation is to support the baptist home of philadelphia and its individual facilities through philanthropy. The baptist home of philadelphia is dedicated to providing continuing care living facilities and support services.

To support the baptist homes of philadelphia and its facilities through philanthropy

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$351,904--
Cash and Non-Interest-Bearing Accounts$32,889$293,195▲ $260,306
Total Assets$5,137,330$1,032,793▼ $4,104,537
Other Assets Total$4,752,537$739,598▼ $4,012,939
Liabilities
Accounts Payable and Accrued Expenses$2,000$7,000▲ $5,000
Total Liabilities$2,000$7,000▲ $5,000
Net Assets / Fund Balance
Unrestricted Net Assets$4,851,428$741,891▼ $4,109,537
Permanently Rstr Net Assets$283,902$283,902→ $0
Total Net Assets Fund Balance$5,135,330$1,025,793▼ $4,109,537
Total Liabilities and Net Assets / Fund Balance$5,137,330$1,032,793▼ $4,104,537

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$739,598--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$283,899---$283,899
2013$283,899---$283,899
2012$283,899---$283,899
2011$283,899---$283,899
2010$283,899---$283,899
Compensation and Service Providers

Board Members and Trustees

NameTitle
Frank WeckenmanChair
Frank E BockiusVice Chair
Mark NesselBoard Member
Laura Lee ViscoTreasurer/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$18,102
Program Service Revenue
$0
Investment Income
$111,137
Other Revenue
$465
All Other Contributions
$18,102
Change in Net Assets
$-77,492
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$195,042
Other Expenses$12,154
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$195,042--$195,042
Payments to Affiliates-$12,000-$12,000
Fees for Services Other-$146-$146
Office Expenses-$8-$8
Total Functional Expenses$195,042$12,154$0$207,196
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Baptist Home of PhiladelphiaPhiladelphia, PA-Benevolent Support$195,042
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$489
Fundraising Direct Expenses$24
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The form 990 is completed annually and copies are provided to the executive director of the organization. At that time the executive director reviews the form 990 and any necessary changes are then updated on the form. Once all necessary changes are made, it is signed, dated and submitted by the filing deadline.

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

The board members and officers are expected to avoid actual and perceived conflicts of interest. The ethics and governance committee provides for an annual review of the board's conflict of interest policy which helps to clarify these issues. Each board member, on an annual basis, is required to read, declare any potential and/or actual conflicts of interest, and sign the written conflict of interest declaration statement.

Form 990, Part VI, Section B, Line 15

Executive compensation is determined by an executive compensation committee appointed by the executive committee of the board. Members of this committee are all independent, unrelated board members and none shall be in a conflict of interest position. Neither the chief executive officer, nor any members of management may serve on the executive compensation committee of the board. Executive compensation shall be fair and equitable, based on market-driven standards, in order to attract, motivate, reward and retain leadership talent. The orgainzation's mission and vision statements shall serve as foundation of the executive compensation plans/package. Executive compensation shall be compared to a market of like communities of persons serving in a functionally comparable position.

Form 990, Part VI, Section C, Line 19

The organization will provide, upon request, documents relating to the governance, conflicts of interest and financial statements to the public. Financial statements are also summarized in a resident newsletter.

Filing and Contact Details

Filer

Filer Name
The Baptist Home Foundation
EIN
23-2927309
Phone
2156247575
Address
8301 ROOSEVELT BOULEVARD, PHILADELPHIA, PA 19152

Signing Officer

Name
Frank Weckenman
Title
Chair
Phone
2156247575
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Frank Weckenman
Formed
2005
Legal Domicile
Pa
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Cbiz Mhm LLC
Address
401 PLYMOUTH ROAD SUITE 200, PLYMOUTH MEETING, PA 19462
Preparer
Joseph G Sullivan
Phone
6108622249
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Transfer of assets -4,031,781.

Raw XML AppendixShowing 400 of 411 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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IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501(C)(3)
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0FAIR MARKET VALUE WAS DETERMINED ON THE DATE OF TRANSFER BY MARKET PRICING.
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt08301 ROOSEVELT BLVD
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0PA
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd019152
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS COMPLETED ANNUALLY AND COPIES ARE PROVIDED TO THE EXECUTIVE DIRECTOR OF THE ORGANIZATION. AT THAT TIME THE EXECUTIVE DIRECTOR REVIEWS THE FORM 990 AND ANY NECESSARY CHANGES ARE THEN UPDATED ON THE FORM. ONCE ALL NECESSARY CHANGES ARE MADE, IT IS SIGNED, DATED AND SUBMITTED BY THE FILING DEADLINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD MEMBERS AND OFFICERS ARE EXPECTED TO AVOID ACTUAL AND PERCEIVED CONFLICTS OF INTEREST. THE ETHICS AND GOVERNANCE COMMITTEE PROVIDES FOR AN ANNUAL REVIEW OF THE BOARD'S CONFLICT OF INTEREST POLICY WHICH HELPS TO CLARIFY THESE ISSUES. EACH BOARD MEMBER, ON AN ANNUAL BASIS, IS REQUIRED TO READ, DECLARE ANY POTENTIAL AND/OR ACTUAL CONFLICTS OF INTEREST, AND SIGN THE WRITTEN CONFLICT OF INTEREST DECLARATION STATEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EXECUTIVE COMPENSATION IS DETERMINED BY AN EXECUTIVE COMPENSATION COMMITTEE APPOINTED BY THE EXECUTIVE COMMITTEE OF THE BOARD. MEMBERS OF THIS COMMITTEE ARE ALL INDEPENDENT, UNRELATED BOARD MEMBERS AND NONE SHALL BE IN A CONFLICT OF INTEREST POSITION. NEITHER THE CHIEF EXECUTIVE OFFICER, NOR ANY MEMBERS OF MANAGEMENT MAY SERVE ON THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD. EXECUTIVE COMPENSATION SHALL BE FAIR AND EQUITABLE, BASED ON MARKET-DRIVEN STANDARDS, IN ORDER TO ATTRACT, MOTIVATE, REWARD AND RETAIN LEADERSHIP TALENT. THE ORGAINZATION'S MISSION AND VISION STATEMENTS SHALL SERVE AS FOUNDATION OF THE EXECUTIVE COMPENSATION PLANS/PACKAGE. EXECUTIVE COMPENSATION SHALL BE COMPARED TO A MARKET OF LIKE COMMUNITIES OF PERSONS SERVING IN A FUNCTIONALLY COMPARABLE POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION WILL PROVIDE, UPON REQUEST, DOCUMENTS RELATING TO THE GOVERNANCE, CONFLICTS OF INTEREST AND FINANCIAL STATEMENTS TO THE PUBLIC. FINANCIAL STATEMENTS ARE ALSO SUMMARIZED IN A RESIDENT NEWSLETTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRANSFER OF ASSETS -4,031,781.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE BAPTIST HOME OF PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BHP SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0230384330
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1260622238
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0NURSING FACILITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1MGMT SVCS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt08301 ROOSEVELT BOULEVARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt18301 ROOSEVELT BOULEVARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PHILADELPHIA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd019152
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd119152
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0PA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05137330
IRS990/TotalAssetsEOYAmt01032793
IRS990/TotalAssetsGrp/BOYAmt05137330
IRS990/TotalAssetsGrp/EOYAmt01032793
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt018102
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt012154
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0195042
IRS990/TotalFunctionalExpensesGrp/TotalAmt0207196
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02000
IRS990/TotalLiabilitiesEOYAmt07000
IRS990/TotalLiabilitiesGrp/BOYAmt02000
IRS990/TotalLiabilitiesGrp/EOYAmt07000
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05135330
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01025793
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0195042
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0111602
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0129704
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05137330
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01032793
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt04851428
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0741891
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt08301 ROOSEVELT BOULEVARD
IRS990/USAddress/CityNm0PHILADELPHIA
IRS990/USAddress/StateAbbreviationCd0PA
IRS990/USAddress/ZIPCd019152
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.DEER-MEADOWS.ORG
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK WECKENMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR
ReturnHeader/BusinessOfficerGrp/PhoneNum02156247575
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BAPTIST HOME FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BAPT
ReturnHeader/Filer/EIN0232927309
ReturnHeader/Filer/PhoneNum02156247575
ReturnHeader/Filer/USAddress/AddressLine1Txt08301 ROOSEVELT BOULEVARD
ReturnHeader/Filer/USAddress/CityNm0PHILADELPHIA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019152
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311543240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ MHM LLC

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