Civic Intelligence

Phn Charitable Foundation

990 • Fiscal year 2015 • EIN 41-2188011

Sep 01, 2014 to Aug 31, 2015 • Filed on Dec 22, 2015

Organization ProfileWWW.PRIMARY-HEALTH.NET
55 Pitt StreetSharon, PA 16146

(724) 981-2875

Siviq Scores

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

Liabilities / Assets

58th percentile

0.26x

Higher debt load relative to assets than 58% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

79th percentile

0.85x

Higher debt load relative to revenue than 79% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

89th percentile

$315,896

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 11.6% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

91st percentile

41%

Faster asset growth than 91% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

88th percentile

45%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$8,902,229

Up $2,566,615 (+41%) from 2014

Net Assets

Up

$6,585,225

Up $2,547,906 (+63%) from 2014

Liabilities

Up

$2,317,004

Up $18,709 (+0.8%) from 2014

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin89th percentile

Revenue

Up

$2,717,950

Up $839,314 (+45%) from 2014

Expenses

Down

$1,563,990

Down $181,636 (-10%) from 2014

Net Income

Up

$1,153,960

Up $1,020,950 (+768%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$15M$10M$5.0M$0Assets 2010: $2,972,845Liabilities 2010: $1,094,145Net Assets 2010: $1,878,7002010Assets 2011: $2,991,097Liabilities 2011: $931,298Net Assets 2011: $2,059,7992011Assets 2012: $3,105,346Liabilities 2012: $861,218Net Assets 2012: $2,244,1282012Assets 2013: $6,009,950Liabilities 2013: $2,775,645Net Assets 2013: $3,234,3052013Assets 2014: $6,335,614Liabilities 2014: $2,298,295Net Assets 2014: $4,037,3192014Assets 2015: $8,902,229Liabilities 2015: $2,317,004Net Assets 2015: $6,585,2252015Assets 2016: $9,534,553Liabilities 2016: $1,703,940Net Assets 2016: $7,830,6132016Assets 2017: $10,361,123Liabilities 2017: $1,092,089Net Assets 2017: $9,269,0342017Assets 2018: $10,119,074Liabilities 2018: $334,875Net Assets 2018: $9,784,1992018Assets 2019: $9,664,280Liabilities 2019: $104,236Net Assets 2019: $9,560,0442019Assets 2020: $10,731,333Liabilities 2020: $79,864Net Assets 2020: $10,651,4692020Assets 2021: $10,616,960Liabilities 2021: $72,451Net Assets 2021: $10,544,5092021Assets 2022: $12,947,759Liabilities 2022: $46,851Net Assets 2022: $12,900,9082022Assets 2023: $12,801,514Liabilities 2023: $38,446Net Assets 2023: $12,763,0682023Assets 2024: $12,582,927Liabilities 2024: $58,943Net Assets 2024: $12,523,9842024Assets 2025: $12,514,240Liabilities 2025: $45,070Net Assets 2025: $12,469,1702025

Highlighted filing

2015

Assets$8,902,229
Liabilities$2,317,004
Net Assets$6,585,225
Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $913,4252010Revenue 2011: $1,133,687Expenses 2011: $952,588Net Income 2011: $181,0992011Expenses 2012: $1,246,1372012Expenses 2013: $1,473,0022013Revenue 2014: $1,878,636Expenses 2014: $1,745,626Net Income 2014: $133,0102014Revenue 2015: $2,717,950Expenses 2015: $1,563,990Net Income 2015: $1,153,9602015Revenue 2016: $1,743,004Expenses 2016: $1,600,564Net Income 2016: $142,4402016Revenue 2017: $1,695,673Expenses 2017: $1,690,495Net Income 2017: $5,1782017Revenue 2018: $1,523,773Expenses 2018: $1,624,943Net Income 2018: -$101,1702018Revenue 2019: $1,743,667Expenses 2019: $1,788,803Net Income 2019: -$45,1362019Revenue 2020: $1,208,179Expenses 2020: $1,386,483Net Income 2020: -$178,3042020Revenue 2021: $1,010,601Expenses 2021: $1,031,125Net Income 2021: -$20,5242021Revenue 2022: $601,221Expenses 2022: $623,835Net Income 2022: -$22,6142022Revenue 2023: $768,701Expenses 2023: $552,049Net Income 2023: $216,6522023Revenue 2024: $889,643Expenses 2024: $584,494Net Income 2024: $305,1492024Revenue 2025: $814,495Expenses 2025: $524,315Net Income 2025: $290,1802025

Highlighted filing

2015

Revenue$2,717,950
Expenses$1,563,990
Net Income$1,153,960
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2014 to Aug 31, 2015
Signed
Dec 22, 2015
Return Version
2014v5.0
Gross Receipts
$2,756,355
Mission and Program Overview

Mission

To increase access to health care services and improve health and quality of life in the communities primary health network serves.

To provide transportation services to patients of the primary health network and also provide scholarships to students who are furthering their education in the health field.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,204,462$3,689,634▲ $485,172
Savings and Temporary Cash Investments$563,767$687,507▲ $123,740
Cash and Non-Interest-Bearing Accounts$30,481$161,249▲ $130,768
Accounts Receivable$118,222$91,369▼ $26,853
Prepaid Expenses and Deferred Charges$1,650$1,650→ $0
Total Assets$6,335,614$8,902,229▲ $2,566,615
Other Assets Total$2,417,032$4,270,820▲ $1,853,788
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,210,478$2,258,594▲ $48,116
Accounts Payable and Accrued Expenses$86,020$56,952▼ $29,068
Other Liabilities$1,797$1,458▼ $339
Total Liabilities$2,298,295$2,317,004▲ $18,709
Net Assets / Fund Balance
Unrestricted Net Assets$4,016,919$6,564,825▲ $2,547,906
Permanently Rstr Net Assets$20,400$20,400→ $0
Total Net Assets Fund Balance$4,037,319$6,585,225▲ $2,547,906
Total Liabilities and Net Assets / Fund Balance$6,335,614$8,902,229▲ $2,566,615

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,975,087$1,613,687$4,588,774
Other Land Buildings$554,751$646,774$1,201,525
Leasehold Improvements$19,193$287,439$306,632
Equipment$93,438$22,993$116,431
Land$47,165-$47,165
Other Assets Org$2,435,645--
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleOtherTotal
Amy Stein ClarkDirector of Finance$88,026$88,026

Board Members and Trustees

NameTitle
Steve SantPresident
John LaengCEO, Director
Bill HillgroveDirector
Bonnie DicksonDirector
Deborah MccannaDirector
Don PerryDirector
Pamela HudsonDirector
Drew PierceCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$120,151
Program Service Revenue
$1,122,919
Investment Income
$54,094
Other Revenue
$1,420,786
All Other Contributions
$60,639
Change in Net Assets
$1,153,960

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,717,950
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$38,744
Total Revenue per Audited Statements
$2,756,694
Total Revenue per Form 990
$2,717,950
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$854,992
Other Expenses$676,827
Total Fundraising Expense$179,958
Grants and Similar Amounts Paid$25,500
Professional Fundraising Fees$6,671

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$357,994$162,724$130,179$650,897
Depreciation Depletion$217,845--$217,845
Other Employee Benefits$67,203$30,547$24,437$122,187
All Other Expenses$103,843$1,535-$105,378
Payroll Taxes$40,204$18,274$14,619$73,097
Office Expenses$1,347$51,262$2,983$55,592
Occupancy$37,219--$37,219
Other Expenses$26,048--$26,048
Grants to Domestic Individuals$25,500--$25,500
Interest$21,451--$21,451
Insurance-$20,369-$20,369
Travel$13,015--$13,015
Fees for Services Other-$10,650-$10,650
Pension Plan Contributions-$8,811-$8,811
Fees for Services Professional Fundraising--$6,671$6,671
Advertising$1,069-$1,069$2,138
Total Functional Expenses$1,079,860$304,172$179,958$1,563,990

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,602,395
Expenses per Audited Statements$1,563,990
Total Expenses per Form 990$1,563,990
Expenses Not Reported on Form 990$38,405
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$29,149
Fundraising Gross Income$10,328
Professional Fundraising Fees$6,671

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$36,140$7,188$2,699$4,489
Snowball Crawl$33,700$3,140$12,954$-9,814
Total Events$69,840$10,328$29,149$-18,821
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interest Rate Swap Liability$1,458
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“Primary health network is the sole member of phn charitable foundation. Primary health network has the right to elect the board of directors of phn charitable foundation.”

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

“Primary health network has the right to elect the board of directors of phn charitable foundation.”

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

“Phn charitable foundation's articles of incorporation and bylaws may be amended, altered, or repealed by the member.”

Form 990, Part VI, Section B, Line 11

“Phn charitable foundation has a cpa firm prepare its form 990. The form 990 is reviewed by management and made available to the board of directors upon request.”

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

“Conflict of interest statements are reviewed annually and changes are made if necessary.”

Form 990, Part VI, Section B, Line 15

“The ceo's compensation is paid by the primary health network. Executive compensation is reviewed annually by the primary health network's board of directors.”

Form 990, Part VI, Section C, Line 18

“Phn charitable foundation makes its form 990 and form 1023 available to the public upon request.”

Form 990, Part VI, Section C, Line 19

“At this time phn charitable foundation does not make its governing documents, conflicts of interest policy and financial statements available to the general public.”

Filing and Contact Details

Filer

Filer Name
Phn Charitable Foundation
EIN
41-2188011
Phone
7249812875
Address
55 PITT STREET, SHARON, PA 16146

Signing Officer

Name
Amy Stein Clark
Title
Director of Finance
Phone
7243423002
Signed
2015-12-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Drew Pierce
Formed
2006
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
6
Employees
44
Volunteers
20

Preparer

Firm
Arnett Carbis Toothman Llp
Address
5700 CORPORATE DRIVE STE 650, PITTSBURGH, PA 15237
Preparer
Jeffrey J Petrell CPA
Phone
4126356270
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Asset transfer from affiliate 1,393,703.”

Form 990, Part XII, Line 2C

“The organization's board of directors assumes responsibility for the oversight of the audit. The process is consistent with prior years and has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The foundation follows the guidance for accounting for uncertainty in income taxes recognized in an organization's financial statements that prescribes 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. The guidance also addresses derecognition, classification, interest, penalties, accounting in interim periods, and disclosure. Management has determined that this guidance did not have a material effect on the financial statements. The foundation's policy is to recognize interest related to unrecognized tax benefits in interest expense and penalties in operating expenses. There were no interest or penalties recognized on the statements of operations and changes in net assets as a result of this adoption. Generally, tax returns for the years ended august 31, 2012, and thereafter remain subject to examination by federal and state tax authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rent expense 9,256. Fundraising expense 29,149.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rent expense 9,256. Fundraising expense 29,149.”

Raw XML AppendixShowing 400 of 653 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/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE TRANSPORTATION SERVICES TO PATIENTS OF THE PRIMARY HEALTH NETWORK AND ALSO PROVIDE SCHOLARSHIPS TO STUDENTS WHO ARE FURTHERING THEIR EDUCATION IN THE HEALTH FIELD.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02210478
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02258594
IRS990/NetAssetsOrFundBalancesBOYAmt04037319
IRS990/NetAssetsOrFundBalancesEOYAmt06585225
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-18821
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-18821
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0452360
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0452360
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0243
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt037219
IRS990/OccupancyGrp/TotalAmt037219
IRS990/OfficeExpensesGrp/FundraisingAmt02983
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt051262
IRS990/OfficeExpensesGrp/ProgramServicesAmt01347
IRS990/OfficeExpensesGrp/TotalAmt055592
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt02417032
IRS990/OtherAssetsTotalGrp/EOYAmt04270820
IRS990/OtherChangesInNetAssetsAmt01393703
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt024437
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030547
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt067203
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0122187
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt089132
IRS990/OtherExpensesGrp/ProgramServicesAmt146366
IRS990/OtherExpensesGrp/ProgramServicesAmt231624
IRS990/OtherExpensesGrp/ProgramServicesAmt326048
IRS990/OtherExpensesGrp/TotalAmt089132
IRS990/OtherExpensesGrp/TotalAmt146366
IRS990/OtherExpensesGrp/TotalAmt231624
IRS990/OtherExpensesGrp/TotalAmt326048
IRS990/OtherLiabilitiesGrp/BOYAmt01797
IRS990/OtherLiabilitiesGrp/EOYAmt01458
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0INVESTMENT INCOME, AFFILIATE
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt0934490
IRS990/OtherRevenueMiscGrp/ExclusionAmt152757
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0934490
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt152757
IRS990/OtherRevenueTotalAmt0987247
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0130179
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0162724
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0357994
IRS990/OtherSalariesAndWagesGrp/TotalAmt0650897
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt014619
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018274
IRS990/PayrollTaxesGrp/ProgramServicesAmt040204
IRS990/PayrollTaxesGrp/TotalAmt073097
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt08811
IRS990/PensionPlanContributionsGrp/TotalAmt08811
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt020400
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt020400
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01650
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01650
IRS990/PrincipalOfficerNm0DREW PIERCE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTED SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1TRANSPORTATION/COURIER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0940435
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1182484
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0940435
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1182484
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0173036
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt028500
IRS990/PYInvestmentIncomeAmt032855
IRS990/PYOtherExpensesAmt0628383
IRS990/PYOtherRevenueAmt0403989
IRS990/PYProgramServiceRevenueAmt01268756
IRS990/PYRevenuesLessExpensesAmt0133010
IRS990/PYSalariesCompEmpBnftPaidAmt0996788
IRS990/PYTotalExpensesAmt01745626
IRS990/PYTotalProfFndrsngExpnsAmt091955
IRS990/PYTotalRevenueAmt01878636
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01153960
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0452360
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01122919
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0563767
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0687507
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0251381800
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE PRIMARY HEALTH NETWORK
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt02975087
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01613687
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04588774
IRS990ScheduleD/EquipmentGrp/BookValueAmt093438
IRS990ScheduleD/EquipmentGrp/DepreciationAmt022993
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0116431
IRS990ScheduleD/ExpensesNotReportedAmt038405
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01563990
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt047165
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt047165
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt019193
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0287439
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0306632
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0339
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01835175
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt12435645
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN PUNXSUTAWNEY MSF, LLC
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INVESTMENT IN SHARON MSF, LLC
IRS990ScheduleD/OtherExpensesIncludedAmt038405
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0554751
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0646774
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01201525
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01458
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTEREST RATE SWAP LIABILITY
IRS990ScheduleD/OtherRevenueAmt038405
IRS990ScheduleD/RevenueNotReportedAmt038744
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02717950
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION FOLLOWS THE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS THAT PRESCRIBES 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. THE GUIDANCE ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST, PENALTIES, ACCOUNTING IN INTERIM PERIODS, AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THIS GUIDANCE DID NOT HAVE A MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. THE FOUNDATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED ON THE STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS AS A RESULT OF THIS ADOPTION. GENERALLY, TAX RETURNS FOR THE YEARS ENDED AUGUST 31, 2012, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENT EXPENSE 9,256. FUNDRAISING EXPENSE 29,149.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENT EXPENSE 9,256. FUNDRAISING EXPENSE 29,149.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03689634
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04270820
IRS990ScheduleD/TotalExpensesPerForm990Amt01563990
IRS990ScheduleD/TotalLiabilityAmt01458
IRS990ScheduleD/TotalRevenuePerForm990Amt02717950
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02756694
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01602395
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0640
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent2Amt0688
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt01328
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt059512
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt028952
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt030560
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt029149

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,902,229
Liabilities
$2,317,004
Net assets
$6,585,225
Revenue
$2,717,950
Expenses
$1,563,990
Net income
$1,153,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.5$0.05$12.5$0.81$0.52$0.29
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$0.06$12.5$0.89$0.58$0.31
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.8$0.04$12.8$0.77$0.55$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.9$0.05$12.9$0.60$0.62$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$0.07$10.5$1.01$1.03$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$0.08$10.7$1.21$1.39$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.66$0.10$9.56$1.74$1.79$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.1$0.33$9.78$1.52$1.62$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.4$1.09$9.27$1.70$1.69$0.01
2016Detailed filing. Detailed filing data is available for this year.$9.53$1.70$7.83$1.74$1.60$0.14
2015Detailed filing. Detailed filing data is available for this year.$8.90$2.32$6.59$2.72$1.56$1.15
2014Summary only. Only limited summary data is available for this year.$6.34$2.30$4.04$1.88$1.75$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.01$2.78$3.23$1.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.11$0.86$2.24$1.25
2011Summary only. Only limited summary data is available for this year.$2.99$0.93$2.06$1.13$0.95$0.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.97$1.09$1.88$0.91