Civic Intelligence

Phn Charitable Foundation

990 • Fiscal year 2019 • EIN 41-2188011

Sep 01, 2018 to Aug 31, 2019 • Filed on Dec 18, 2019

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

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

27th percentile

0.06x

Higher debt load relative to revenue than 27% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

30th percentile

-2.6%

Higher net margin than 30% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$308,950

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 17.7% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

18th percentile

-4.5%

Faster asset growth than 18% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

72nd percentile

14%

Faster revenue growth than 72% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$9,664,280

Down $454,794 (-4.5%) from 2018

Net Assets

Down

$9,560,044

Down $224,155 (-2.3%) from 2018

Liabilities

Down

$104,236

Down $230,639 (-69%) from 2018

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin30th percentile

Revenue

Up

$1,743,667

Up $219,894 (+14%) from 2018

Expenses

Up

$1,788,803

Up $163,860 (+10%) from 2018

Net Income

Up

-$45,136

Up $56,034 (+55%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2019

Assets$9,664,280
Liabilities$104,236
Net Assets$9,560,044
Open 2019 Filing

Operations Trend

Revenue Growth72nd 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

2019

Revenue$1,743,667
Expenses$1,788,803
Net Income-$45,136
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Dec 18, 2019
Return Version
2018v3.1
Gross Receipts
$1,776,830
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$3,274,809$3,201,277▼ $73,532
Savings and Temporary Cash Investments$1,365,236$465,936▼ $899,300
Accounts Receivable$72,634$137,329▲ $64,695
Cash and Non-Interest-Bearing Accounts$164,797$119,519▼ $45,278
Prepaid Expenses and Deferred Charges$1,650$7,899▲ $6,249
Total Assets$10,119,074$9,664,280▼ $454,794
Other Assets Total$5,239,948$5,732,320▲ $492,372
Liabilities
Mortgage Notes Payable Secured by Investment Property$271,199--
Accounts Payable and Accrued Expenses$63,726$104,236▲ $40,510
Other Liabilities$-50$0▲ $50
Total Liabilities$334,875$104,236▼ $230,639
Net Assets / Fund Balance
Unrestricted Net Assets$9,763,799$9,489,644▼ $274,155
Permanently Rstr Net Assets$20,400$70,400▲ $50,000
Total Net Assets Fund Balance$9,784,199$9,560,044▼ $224,155
Total Liabilities and Net Assets / Fund Balance$10,119,074$9,664,280▼ $454,794

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,510,952$1,527,757$4,038,709
Other Land Buildings$549,121$802,943$1,352,064
Leasehold Improvements$40,459$81,285$121,744
Equipment$53,580$62,802$116,382
Land$47,165-$47,165
Other Assets Org$1,019,745--
Compensation and Service Providers
Top Officer Pay89th percentile

Board Members and Trustees

NameTitle
Donald PerryPresident
Bill HillgroveDirector
Bonnie DicksonDirector
Dan BellDirector
Deborah MccannaDirector
Jo Anne CarrickDirector
John LaengDirector
Pamela HudsonDirector
Steve SantDirector
Amy Stein ClarkDirector of Finance
Drew PierceCEO
Revenue and Support

Revenue Composition

Contributions and Grants
$178,353
Program Service Revenue
$1,112,096
Investment Income
$95,085
Other Revenue
$358,133
All Other Contributions
$147,378
Change in Net Assets
$-45,136
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$976,748
Salaries, Compensation, and Employee Benefits$752,226
Total Fundraising Expense$170,319
Grants and Similar Amounts Paid$58,967
Professional Fundraising Fees$862

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$328,709$149,414$119,531$597,654
Depreciation Depletion$283,229--$283,229
All Other Expenses$108,171$28,281-$136,452
Fees for Services Other$99,547--$99,547
Other Employee Benefits$47,813$21,733$17,386$86,932
Office Expenses$44,416$20,190$16,152$80,758
Payroll Taxes$33,599$15,272$12,218$61,089
Grants to Domestic Individuals$58,967--$58,967
Occupancy$48,701--$48,701
Insurance$20,663--$20,663
Travel$19,527--$19,527
Advertising$4,169-$4,170$8,339
Pension Plan Contributions-$6,551-$6,551
Other Expenses$4,927--$4,927
Interest$3,923--$3,923
Fees for Services Legal-$1,821-$1,821
Fees for Services Professional Fundraising--$862$862
Total Functional Expenses$1,375,222$243,262$170,319$1,788,803
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$64,830
Fundraising Direct Expenses$33,163
Professional Fundraising Fees$862

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$20,344$10,054$3,159$6,895
Comedy Night$10,150$6,248$2,036$4,212
Total Events$48,396$17,421$28,072$-10,651
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
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 11B

“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
2019-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Drew Pierce
Formed
2006
Legal Domicile
Pa
Voting Board Members
9
Independent Board Members
9
Employees
40
Volunteers
25

Preparer

Firm
Arnett Carbis Toothman Llp
Address
5700 CORPORATE DRIVE STE 650, PITTSBURGH, PA 15237
Preparer
Kelly a Brocious CPA
Phone
4126356270
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Asset transfer from affiliate 348,405.”

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, 2016, and thereafter remain subject to examination by federal and state tax authorities.”

Raw XML AppendixShowing 400 of 668 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt063726
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0104236
IRS990/AccountsReceivableGrp/BOYAmt072634
IRS990/AccountsReceivableGrp/EOYAmt0137329
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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/AdvertisingGrp/FundraisingAmt04170
IRS990/AdvertisingGrp/ProgramServicesAmt04169
IRS990/AdvertisingGrp/TotalAmt08339
IRS990/AllOtherContributionsAmt0147378
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt028281
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0108171
IRS990/AllOtherExpensesGrp/TotalAmt0136452
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0FINANCE DEPARTMENT
IRS990/BooksInCareOfDetail/PhoneNum07249812875
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt055 PITT STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SHARON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd016146
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0164797
IRS990/CashNonInterestBearingGrp/EOYAmt0119519
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt030975
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0178353
IRS990/CYGrantsAndSimilarPaidAmt058967
IRS990/CYInvestmentIncomeAmt095085
IRS990/CYOtherExpensesAmt0976748
IRS990/CYOtherRevenueAmt0358133
IRS990/CYProgramServiceRevenueAmt01112096
IRS990/CYRevenuesLessExpensesAmt0-45136
IRS990/CYSalariesCompEmpBnftPaidAmt0752226
IRS990/CYTotalExpensesAmt01788803
IRS990/CYTotalFundraisingExpenseAmt0170319
IRS990/CYTotalProfFndrsngExpnsAmt0862
IRS990/CYTotalRevenueAmt01743667
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0283229
IRS990/DepreciationDepletionGrp/TotalAmt0283229
IRS990/Desc0TO 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/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt040
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01375222
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01821
IRS990/FeesForServicesLegalGrp/TotalAmt01821
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt099547
IRS990/FeesForServicesOtherGrp/TotalAmt099547
IRS990/FeesForServicesProfFundraising/FundraisingAmt0862
IRS990/FeesForServicesProfFundraising/TotalAmt0862
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt039.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt139.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt913750
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1023549
IRS990/Form990PartVIISectionAGrp/PersonNm0DONALD PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN LAENG
IRS990/Form990PartVIISectionAGrp/PersonNm2BONNIE DICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm3PAMELA HUDSON
IRS990/Form990PartVIISectionAGrp/PersonNm4STEVE SANT
IRS990/Form990PartVIISectionAGrp/PersonNm5BILL HILLGROVE
IRS990/Form990PartVIISectionAGrp/PersonNm6DEBORAH MCCANNA
IRS990/Form990PartVIISectionAGrp/PersonNm7JO ANNE CARRICK
IRS990/Form990PartVIISectionAGrp/PersonNm8DAN BELL
IRS990/Form990PartVIISectionAGrp/PersonNm9DREW PIERCE
IRS990/Form990PartVIISectionAGrp/PersonNm10AMY STEIN CLARK
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9295200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10135882
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt030975
IRS990/FundraisingDirectExpensesAmt033163
IRS990/FundraisingGrossIncomeAmt064830
IRS990/GainOrLossGrp/OtherAmt011678
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt058967
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt058967
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt058967
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt011678
IRS990/GrossReceiptsAmt01776830
IRS990/GrossRentsGrp/RealAmt0308584
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt020663
IRS990/InsuranceGrp/TotalAmt020663
IRS990/InterestGrp/ProgramServicesAmt03923
IRS990/InterestGrp/TotalAmt03923
IRS990/InvestmentIncomeGrp/ExclusionAmt083407
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt083407
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02474787
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03274809
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03201277
IRS990/LandBldgEquipCostOrOtherBssAmt05676064
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
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/BOYAmt0271199
IRS990/NetAssetsOrFundBalancesBOYAmt09784199
IRS990/NetAssetsOrFundBalancesEOYAmt09560044
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt011678
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt011678
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt031667
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt031667
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0308584
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0308584
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-527424
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt048701
IRS990/OccupancyGrp/TotalAmt048701
IRS990/OfficeExpensesGrp/FundraisingAmt016152
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020190
IRS990/OfficeExpensesGrp/ProgramServicesAmt044416
IRS990/OfficeExpensesGrp/TotalAmt080758
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05239948
IRS990/OtherAssetsTotalGrp/EOYAmt05732320
IRS990/OtherChangesInNetAssetsAmt0348405
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt017386
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt021733
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt047813
IRS990/OtherEmployeeBenefitsGrp/TotalAmt086932
IRS990/OtherExpensesGrp/Desc0TRANSPORTATION
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2HOUSEKEEPING SERVICES
IRS990/OtherExpensesGrp/Desc3MEMBERSHIPS & LICENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0152494
IRS990/OtherExpensesGrp/ProgramServicesAmt163823
IRS990/OtherExpensesGrp/ProgramServicesAmt252544
IRS990/OtherExpensesGrp/ProgramServicesAmt34927
IRS990/OtherExpensesGrp/TotalAmt0152494
IRS990/OtherExpensesGrp/TotalAmt163823
IRS990/OtherExpensesGrp/TotalAmt252544
IRS990/OtherExpensesGrp/TotalAmt34927
IRS990/OtherLiabilitiesGrp/BOYAmt0-50
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/ExclusionAmt017882
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017882
IRS990/OtherRevenueTotalAmt017882
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0119531
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0149414
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0328709
IRS990/OtherSalariesAndWagesGrp/TotalAmt0597654
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012218
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt015272
IRS990/PayrollTaxesGrp/ProgramServicesAmt033599
IRS990/PayrollTaxesGrp/TotalAmt061089
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06551
IRS990/PensionPlanContributionsGrp/TotalAmt06551
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt020400
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt070400
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01650
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt07899
IRS990/PrincipalOfficerNm0DREW PIERCE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTED SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1TRANSPORTATION/COURIER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0843578
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1268518
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0843578
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1268518
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt094249
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt080600
IRS990/PYInvestmentIncomeAmt0-27649
IRS990/PYOtherExpensesAmt0828510
IRS990/PYOtherRevenueAmt0404713
IRS990/PYProgramServiceRevenueAmt01052460
IRS990/PYRevenuesLessExpensesAmt0-101170
IRS990/PYSalariesCompEmpBnftPaidAmt0711387
IRS990/PYTotalExpensesAmt01624943
IRS990/PYTotalProfFndrsngExpnsAmt04446
IRS990/PYTotalRevenueAmt01523773
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-45136
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0308584
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01112096
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01365236
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0465936
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/BookValueAmt02510952
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01527757
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt04038709
IRS990ScheduleD/EquipmentGrp/BookValueAmt053580
IRS990ScheduleD/EquipmentGrp/DepreciationAmt062802
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0116382
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt047165
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt047165
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt040459
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt081285
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0121744
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01411841
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt13300734
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt21019745
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN PUNXSUTAWNEY MSF, LLC
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INVESTMENT IN SHARON MSF, LLC
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2INVESTMENT IN FIDELITY PORTFOLIO
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0549121
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0802943
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt01352064
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, 2016, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03201277
IRS990ScheduleD/TotalBookValueOtherAssetsAmt05732320
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt030975
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt010290
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03902
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriOtherEventsAmt016783
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt028072
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent2Amt02160
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentOtherEventsAmt0796
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt02956
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0COMEDY NIGHT
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt01264
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageOtherEventsAmt0324

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,664,280
Liabilities
$104,236
Net assets
$9,560,044
Revenue
$1,743,667
Expenses
$1,788,803
Net income
-$45,136
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
2019Detailed filing. Detailed filing data is available for this year.$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