Civic Intelligence

Phn Charitable Foundation

990 • Fiscal year 2016 • EIN 41-2188011

Sep 01, 2015 to Aug 31, 2016 • Filed on Dec 16, 2016

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

50th percentile

0.18x

Higher debt load relative to assets than 50% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

80th percentile

0.98x

Higher debt load relative to revenue than 80% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

67th percentile

8.2%

Higher net margin than 67% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

68th percentile

7.1%

Faster asset growth than 68% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-36%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets50th percentile

Assets

Up

$9,534,553

Up $632,324 (+7.1%) from 2015

Net Assets

Up

$7,830,613

Up $1,245,388 (+19%) from 2015

Liabilities

Down

$1,703,940

Down $613,064 (-26%) from 2015

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin67th percentile

Revenue

Down

$1,743,004

Down $974,946 (-36%) from 2015

Expenses

Up

$1,600,564

Up $36,574 (+2.3%) from 2015

Net Income

Down

$142,440

Down $1,011,520 (-88%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2016

Assets$9,534,553
Liabilities$1,703,940
Net Assets$7,830,613
Open 2016 Filing

Operations Trend

Revenue Growth9th 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

2016

Revenue$1,743,004
Expenses$1,600,564
Net Income$142,440
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2015 to Aug 31, 2016
Signed
Dec 16, 2016
Return Version
2015v2.1
Gross Receipts
$1,787,487
Mission and Program Overview

Mission

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$3,689,634$3,498,080▼ $191,554
Savings and Temporary Cash Investments$687,507$1,009,482▲ $321,975
Cash and Non-Interest-Bearing Accounts$161,249$101,124▼ $60,125
Accounts Receivable$91,369$83,271▼ $8,098
Prepaid Expenses and Deferred Charges$1,650$1,650→ $0
Total Assets$8,902,229$9,534,553▲ $632,324
Other Assets Total$4,270,820$4,840,946▲ $570,126
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,258,594$1,651,895▼ $606,699
Accounts Payable and Accrued Expenses$56,952$51,201▼ $5,751
Other Liabilities$1,458$844▼ $614
Total Liabilities$2,317,004$1,703,940▼ $613,064
Net Assets / Fund Balance
Unrestricted Net Assets$6,564,825$7,810,213▲ $1,245,388
Permanently Rstr Net Assets$20,400$20,400→ $0
Total Net Assets Fund Balance$6,585,225$7,830,613▲ $1,245,388
Total Liabilities and Net Assets / Fund Balance$8,902,229$9,534,553▲ $632,324

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,851,327$1,737,447$4,588,774
Other Land Buildings$497,700$769,295$1,266,995
Leasehold Improvements$15,652$290,980$306,632
Equipment$86,236$34,319$120,555
Land$47,165-$47,165
Other Assets Org$3,038,443--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleOtherTotal
Amy Stein ClarkDirector of Finance$106,469$106,469

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$227,005
Program Service Revenue
$976,906
Investment Income
$67,154
Other Revenue
$471,939
All Other Contributions
$178,410
Change in Net Assets
$142,440

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,743,004
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$45,097
Total Revenue per Audited Statements
$1,788,101
Total Revenue per Form 990
$1,743,004
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$792,454
Other Expenses$766,510
Total Fundraising Expense$219,082
Grants and Similar Amounts Paid$41,600
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$317,464$144,302$115,441$577,207
Depreciation Depletion$261,148--$261,148
Other Employee Benefits$78,387$35,631$28,504$142,522
All Other Expenses$105,998--$105,998
Office Expenses$25,693$9,176$56,890$91,759
Payroll Taxes$36,835$16,743$13,394$66,972
Fees for Services Other$47,075$9,950-$57,025
Grants to Domestic Individuals$41,600--$41,600
Occupancy$36,729--$36,729
Insurance-$20,043-$20,043
Travel$18,108--$18,108
Interest$16,337--$16,337
Advertising$4,854-$4,853$9,707
Other Expenses$6,287--$6,287
Pension Plan Contributions-$5,753-$5,753
Fees for Services Legal-$2,404-$2,404
Total Functional Expenses$1,137,480$244,002$219,082$1,600,564

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,645,047
Expenses per Audited Statements$1,600,564
Total Expenses per Form 990$1,600,564
Expenses Not Reported on Form 990$44,483
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 Gross Income$45,079
Fundraising Direct Expenses$43,041
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Snowball Crawl$38,632$23,712$11,757$11,955
Golf Outing$39,849$12,474$3,643$8,831
Total Events$93,674$45,079$43,041$2,038
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$844
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
2016-12-16
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
37
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 1,109,549.”

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, 2013, and thereafter remain subject to examination by federal and state tax authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rent expense 1,442. Fundraising expense 43,041.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rent expense 1,442. Fundraising expense 43,041.”

Raw XML AppendixShowing 400 of 655 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/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/BOYAmt02258594
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01651895
IRS990/NetAssetsOrFundBalancesBOYAmt06585225
IRS990/NetAssetsOrFundBalancesEOYAmt07830613
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02038
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02038
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0465424
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0465424
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-6601
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt036729
IRS990/OccupancyGrp/TotalAmt036729
IRS990/OfficeExpensesGrp/FundraisingAmt056890
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt09176
IRS990/OfficeExpensesGrp/ProgramServicesAmt025693
IRS990/OfficeExpensesGrp/TotalAmt091759
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04270820
IRS990/OtherAssetsTotalGrp/EOYAmt04840946
IRS990/OtherChangesInNetAssetsAmt01109549
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt028504
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt035631
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt078387
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0142522
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1HOUSEKEEPING SERVICES
IRS990/OtherExpensesGrp/Desc2REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc3MEMERSHIPS & LICENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt077951
IRS990/OtherExpensesGrp/ProgramServicesAmt132121
IRS990/OtherExpensesGrp/ProgramServicesAmt230893
IRS990/OtherExpensesGrp/ProgramServicesAmt36287
IRS990/OtherExpensesGrp/TotalAmt077951
IRS990/OtherExpensesGrp/TotalAmt132121
IRS990/OtherExpensesGrp/TotalAmt230893
IRS990/OtherExpensesGrp/TotalAmt36287
IRS990/OtherLiabilitiesGrp/BOYAmt01458
IRS990/OtherLiabilitiesGrp/EOYAmt0844
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt04477
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04477
IRS990/OtherRevenueTotalAmt04477
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0115441
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0144302
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0317464
IRS990/OtherSalariesAndWagesGrp/TotalAmt0577207
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013394
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016743
IRS990/PayrollTaxesGrp/ProgramServicesAmt036835
IRS990/PayrollTaxesGrp/TotalAmt066972
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05753
IRS990/PensionPlanContributionsGrp/TotalAmt05753
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/RelatedOrExemptFuncIncomeAmt0815535
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1161371
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0815535
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1161371
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0120151
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt025500
IRS990/PYInvestmentIncomeAmt054094
IRS990/PYOtherExpensesAmt0676827
IRS990/PYOtherRevenueAmt01420786
IRS990/PYProgramServiceRevenueAmt01122919
IRS990/PYRevenuesLessExpensesAmt01153960
IRS990/PYSalariesCompEmpBnftPaidAmt0854992
IRS990/PYTotalExpensesAmt01563990
IRS990/PYTotalProfFndrsngExpnsAmt06671
IRS990/PYTotalRevenueAmt02717950
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0142440
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0465424
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0976906
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0687507
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01009482
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/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0251381800
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd00
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
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/BookValueAmt02851327
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01737447
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04588774
IRS990ScheduleD/EquipmentGrp/BookValueAmt086236
IRS990ScheduleD/EquipmentGrp/DepreciationAmt034319
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0120555
IRS990ScheduleD/ExpensesNotReportedAmt044483
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01600564
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt047165
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt047165
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt015652
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0290980
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0306632
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0614
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01802503
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13038443
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN PUNXSUTAWNEY MSF, LLC
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INVESTMENT IN SHARON MSF, LLC
IRS990ScheduleD/OtherExpensesIncludedAmt044483
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0497700
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0769295
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01266995
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0844
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0INTEREST RATE SWAP LIABILITY
IRS990ScheduleD/OtherRevenueAmt044483
IRS990ScheduleD/RevenueNotReportedAmt045097
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01743004
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, 2013, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1RENT EXPENSE 1,442. FUNDRAISING EXPENSE 43,041.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENT EXPENSE 1,442. FUNDRAISING EXPENSE 43,041.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03498080
IRS990ScheduleD/TotalBookValueOtherAssetsAmt04840946
IRS990ScheduleD/TotalExpensesPerForm990Amt01600564
IRS990ScheduleD/TotalLiabilityAmt0844
IRS990ScheduleD/TotalRevenuePerForm990Amt01743004
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01788101
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01645047
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesEvent1Amt0601
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt0601
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt048595
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt027375
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt014920
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt06300
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt043041
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt0300
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0350
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0650
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0SNOWBALL CRAWL

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,534,553
Liabilities
$1,703,940
Net assets
$7,830,613
Revenue
$1,743,004
Expenses
$1,600,564
Net income
$142,440
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
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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