Phi, Presbyterian Housing & Services Crp in Dillsburg, Pennsylvania (PA)

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Phi, Presbyterian Housing & Services Crp
Employer Identification Number (EIN)251645065
Name of OrganizationPhi
Secondary NamePresbyterian Housing & Services Crp
Address1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522
SubsectionCharitable Organization
Ruling Date05/1991
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2004
Assets$50,000,000 to greater
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$52,979,237
Amount of Income$23,060,003
Form 990 Revenue Amount$14,834,805
National Taxonomy of Exempt Entities (NTEE)Human Services - Multipurpose and Other: Senior Continuing Care Communities


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Amount of income in 2004: $23,060,003
Phi, Presbyterian Housing & Services Crp: 

 $23,060,003
Other organizations performing similar types of work: 

 $15,223,418

Assets in 2004: $52,979,237
This organization: 

 $52,979,237
Other organizations performing similar types of work: 

 $27,089,417

Expenses in 2004: $13,479,204
This organization: 

 $13,479,204
Other organizations performing similar types of work: 

 $13,481,543

Income to expenses ratio in 2004: 1.1
Phi, Presbyterian Housing & Services Crp: 

 1.1
Other organizations performing similar types of work: 

 1.1

Expenses allocated to program services in 2004: 84.5%
This organization: 

 84.5%
Other organizations performing similar types of work: 

 86.2%

Number of employees in 2004: 215
This organization: 

 215
Other organizations performing similar types of work: 

 269

Employees paid over $50,000 in 2004: 4.7%
This organization: 

 4.7%
Other organizations performing similar types of work: 

 5.2%

Grants share in income in 2004: 2.6%
Phi, Presbyterian Housing & Services Crp: 

 2.6%
Other organizations performing similar types of work: 

 0.7%

Financial snapshot ($)

Revenue for 2004

Assets at end of 2004

Expenses for 2004

Functional Expenses for 2004 ($)

Income-Producing Activities for 2004

Revenue, Expenses, and Changes in Net Assets or Fund Balances
2001200220032004
Total revenue$13,482,258$15,129,953$15,366,310$14,834,805
Contributions, gifts, grants, and similar amounts received$27,932$151,225$126,057$390,696
Contributions to donor advised funds
Direct public support$27,932$151,225$126,057$390,696
Indirect public support$0$0$0$0
Government contributions (grants)$0$0$0$0
Program service revenue including government fees and contracts$12,724,217$14,224,256$14,604,032$13,955,190
Membership dues and assessments$0$0$0$0
Interest on savings and temporary cash investments$829,349$751,690$621,126$582,284
Dividends and interest from securities$0$0$0$0
Net rental income or (loss)$0$0$0$0
Gross rents$0$0$0$0
Less: rental expenses$0$0$0$0
Other investment income$0$0$0$0
Gain or (loss) from sales of assets other than inventory$-99,240$2,782$15,095$-93,365
Gross amount from sales of assets other than inventory$1,604,196$915,580$595,425$8,131,833
Less: cost or other basis and sales expenses$1,703,436$912,798$580,330$8,225,198
Net income or (loss) from special events and activities$0$0$0$0
Gross revenue$0$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0
Less: cost of goods sold$0$0$0$0
Other revenue$0$0$0$0
Total expenses$12,917,020$13,854,491$14,466,358$13,479,204
Program services$11,145,424$11,975,836$12,477,521$11,387,134
Management and general$1,771,596$1,878,655$1,988,837$2,050,357
Fundraising$0$0$0$41,713
Payments to affiliates$0$0$0$0
Net assets or fund balances at end of year$-6,820,869$-7,280,441$-6,134,283$-4,736,196
Excess or (deficit) for the year$565,238$1,275,462$899,952$1,355,601
Net assets or fund balances at beginning of year$-7,570,286$-6,820,869$-7,280,441$-6,134,283
Other changes in net assets or fund balances$184,179$-1,735,034$246,206$42,486
Statement of Functional Expenses (for 2004)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$13,479,204$11,387,134$2,050,357$41,713
Grants paid from donor advised funds
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$4,585,354$4,126,881$458,473$0
Pension plan contributions not included above$72,384$65,147$7,237$0
Employee benefits not included above$692,734$625,942$66,792$0
Payroll taxes$340,835$309,844$30,991$0
Professional fundraising fees$0$0$0$0
Accounting fees$8,231$0$8,231$0
Legal fees$2,729$0$2,729$0
Supplies$196,937$111,902$85,035$0
Telephone$93,139$2,012$91,127$0
Postage and shipping$8,620$0$8,620$0
Occupancy$967,073$923,713$43,360$0
Equipment rental and maintenance$241,440$160,867$80,573$0
Printing and publications$11,126$1,521$9,605$0
Travel$11,594$11,594$0$0
Conferences, conventions, and meetings$19,276$13,165$6,128$-17
Interest$1,733,281$1,733,281$0$0
Depreciation, depletion, etc.$1,892,966$1,892,966$0$0
Other expenses not covered above$2,601,485$1,408,299$1,151,456$41,730
Balance Sheets
2001200220032004
Total assets$53,773,554$52,863,927$52,292,894$52,979,237
Cash - non-interest-bearing$716,534$795,659$207,876$657,460
Savings and temporary cash investments$0$0$0$0
Accounts receivable less allowance for doubtful accounts$515,976$576,333$294,398$233,001
Pledges receivable less allowance for doubtful accounts$0$0$0$0
Grants receivable$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0
Inventories for sale or use$0$0$0$0
Prepaid expenses and deferred charges$2,243,633$2,022,243$1,800,332$1,580,772
Investments - publicly-traded securities
Investments - other securities$9,186,356$10,697,230$10,823,887$13,929,397
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0
Investments - other$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$37,446,270$35,991,729$35,532,624$34,446,070
Other assets, including program-related investments$3,664,785$2,780,733$3,633,777$2,132,537
Total liabilities$60,594,423$60,144,368$58,427,177$57,715,433
Accounts payable and accrued expenses$1,154,669$1,679,545$1,427,918$1,357,421
Grants payable$0$0$0$0
Deferred revenue$16,468,891$15,760,557$14,856,877$15,067,612
Loans from officers, directors, trustees, and key employees$0$0$0$0
Tax-exempt bond liabilities$0$0$0$0
Mortgages and other notes payable$41,786,533$42,115,273$41,140,498$40,445,724
Other liabilities$1,184,330$588,993$1,001,884$844,676
Total liabilities and net assets/fund balances$53,773,554$52,863,927$52,292,894$52,979,237
Total net assets or fund balances$-6,820,869$-7,280,441$-6,134,283$-4,736,196
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
2001200220032004
Total revenue$13,482,258$15,129,953$15,366,310$14,834,805
Total revenue, gains, and other support per audited financial statements$13,482,258$15,129,953$15,366,310$14,834,805
Other expenses$0$0$0$0
Net unrealized gains on investments$0$0$0$0
Donated services and use of facilities$0$0$0$0
Recoveries of prior year grants$0$0$0$0
Other$0$0$0$0
Other revenue$0$0$0$0
Investment expenses$0$0$0$0
Other$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
2001200220032004
Total expenses$12,917,020$13,854,491$14,466,358$13,479,204
Total expenses and losses per audited financial statements$12,917,020$13,854,491$14,125,797$13,479,204
Other revenue$0$0$0$0
Donated services and use of facilities$0$0$0$0
Prior year adjustments$0$0$0$0
Losses$0$0$0$0
Other$0$0$0$0
Other expenses$0$0$340,561$0
Investment expenses$0$0$0$0
Other$0$0$340,561$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 2006215
Analysis of Income-Producing Activities (for 2004)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$488,919$13,955,190
Program service revenue
Program service revenue 1000000$000$0$12,688,132
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$1,267,058
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$582,284$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$-93,365$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2004)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2004)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$73,702$7,478$7,943
$69,948$9,271$2,557
$69,921$15,489$1,525
$66,253$29,589$927
$66,009$19,375$71
Total number of other employees paid over $50,0005
Statements About Activities (for 2004)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
The total number of donor advised funds owned at the end of the tax year
The aggregate value of assets held in all donor advised funds owned at the end of the tax year
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
The aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
2000200120022003
Total$13,023,121$13,482,258$15,127,171$15,351,215
Gifts, grants, and contributions received$17,268$27,932$151,225$126,057
Membership fees received$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$11,849,180$12,724,217$14,224,256$14,604,032
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$1,156,673$730,109$751,690$621,126
Net income from unrelated business activities not included above$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0
Other income$0$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2004)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Acts Retirement-Life Communities IncPO BOX 90, West Point, PA 19486-0090PA1972-06$346,833,523
2Masonic Homes At Elizabethtown Gd Ldg Of Free & Accptd Masons Pa1 Masonic Dr, Elizabethtown, PA 17022-2199PA1958-03$196,456,351
3Willow Valley Communities600 Willow Valley Sq, Lancaster, PA 17602-4866PA1987-05$121,063,721
4Kendal-Crosslands CommunitiesPO BOX 100, Kennett Sq, PA 19348-0100PA1975-03$106,737,311
5Foulkeways At Gwynedd1120 Meetinghouse Rd, Gwynedd, PA 19436-1000PA1966-04$100,641,337
6Presbyterian Homes Inc1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$85,929,261
7Inglis House2600 Belmont Ave, Philadelphia, PA 19131-2713PA1939-01$76,666,473
8Phila Presbytery Homes Inc2000 Joshua Rd, Lafayette Hl, PA 19444-2430PA1962-03$70,108,770
9Peninsula United Methodist Homes IncPO BOX 90, West Point, PA 19486-0090PA1958-08$65,786,284
10Lutheran Home At Topton PennsylvaniaMechanicsburg, PA 17055PA$65,768,764
11Volunteers Of America Inc, Volunteers Of America National Serv7530 Market Place Dr, Eden Prairie, MN 55344-3636MN1963-05$20,753,966
12Village At Marymount5200 Marymount Village Dr, Garfield Hts, OH 44125-2973OH1946-03$18,251,592
13Walker Methodist Health Center Inc3737 Bryant Ave S, Minneapolis, MN 55409-1019MN1953-09$30,879,736
14Wesley Glen Inc5155 N High St, Columbus, OH 43214-1525OH1970-06$22,365,309
15Sarah A Reed Retirement Center227 W 22nd St, Erie, PA 16502-2689PA1988-07$19,597,849
16St Camillus Health Center Inc10101 W Wisconsin Avenue, Wauwatosa, WI 53226-4861WI1946-03$16,103,660
17Yellowwood Acres Inc, Westminster Village Kentuckiana2200 Greentree North, Clarksville, IN 47129-8965IN1984-03$14,507,229
18Shalom Park14800 E Belleview Dr, Aurora, CO 80015-2258CO1986-01$14,093,962
19Reformed Presbyterian Womans Assn2344 Perrysville Ave, Pittsburgh, PA 15214-3560PA1951-07$6,580,453
20Spring Valley House Corporation1215 Hulton Road, Oakmont, PA 15139PA1985-10$0
Number of organizations performing similar types of work
Alaska2
Alabama3
Arkansas5
Arizona12
California48
Colorado13
Connecticut21
District of Columbia6
Delaware3
Florida45
Georgia13
Hawaii2
Iowa22
Illinois54
Indiana25
Kansas14
Kentucky10
Louisiana8
Massachusetts16
Maryland26
Maine4
Michigan20
Minnesota41
Missouri22
Montana2
North Carolina23
North Dakota2
Nebraska4
New Hampshire5
New Jersey24
New Mexico1
New York45
Ohio45
Oklahoma4
Oregon12
Pennsylvania93
Rhode Island5
South Carolina8
South Dakota8
Tennessee14
Texas21
Utah2
Virginia23
Vermont1
Washington19
Wisconsin26
West Virginia4
Wyoming1
International2
Total829
20 biggest affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralPhi, Presbyterian Senior Living1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$19,105,557
SubordinatePhi Group Return, Group Return1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$222,130,378
SubordinatePresbyterian Homes Inc1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$85,929,261
SubordinatePhi, Presbyterian Homes In The Presbyter1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$25,132,390
SubordinatePhi, Presbyterian Housing & Services Crp1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$23,060,003
SubordinatePhi, Quincy Retirement Community6596 Orphanage Rd, Waynesboro, PA 17268-7804PA1991-03$12,644,451
SubordinatePhi, Presbyterian Senior Living Services11630 Glen Arm Rd, Glen Arm, MD 21057-9403MD$9,645,104
SubordinatePhi, Long Home1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$2,174,530
SubordinatePhi, Long Community Inc600 E Roseville Rd, Lancaster, PA 17601-4288PA1991-05$643,393
SubordinatePhi, Glen Meadows Foundation Inc11630 Glen Arm Road, Glen Arm, MD 21057-9403MD1991-05$489,360
SubordinatePhi, The Shephers In Monroe CountyPO BOX 302, Cresco, PA 18326-0302PA1991-05$193,533
SubordinatePhi, Presbyterian Health Services Inc1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$4,996
SubordinatePhi, Geneva House Inc325 Adams Ave, Scranton, PA 18503-1603PA1991-05$0
SubordinatePhi, Presbyterian Apartments Inc322 North Second St, Harrisburg, PA 17101-1359PA1965-08$0
SubordinatePhi, Phi Bloomsburg Senior Care Inc1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$0
SubordinatePhi, Phi Investment Mgmt Services Inc1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$0
SubordinatePhi, Presb Hms In The Presb Of Hntnd FndPO BOX 596, Hollidaysburg, PA 16648-0596PA1991-05$0
SubordinatePhi, Psl Housing Management Corporation1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$0
SubordinatePhi, Presbyterian Assisted Living Commnt1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$0
SubordinatePhi, Glen Meadows Retirement Communities11630 Glen Arm Rd, Glen Arm, MD 21057-9403MD1991-05$0
Number of affiliated organizations
Maryland3
Pennsylvania19
Total22

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