Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
HOME NURSING AGENCY AFFILIATES
Employer identification number
25-1518698
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization?
................
11g(i)
No
(ii)
a family member of a person described in (i) above?
......................
11g(ii)
No
(iii)
a 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
No
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of support?
Yes
No
Yes
No
Yes
No
(1)
HOME NURSING AGENCY AND VISITING NURSE ASSOCIATION
251188570
9
Yes
Yes
Yes
1,238,018
Total
2,088,546
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3..
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
6
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
7
Amounts from line 4..
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets..
11
Total support (Add lines 7 through 10).
12
Gross receipts from related activities, etc. (See instructions.)
..................
12
13
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here..........................................
Section C. Computation of Public Support Percentage
14
Public Support Percentage for 2010 (line 6 column (f) divided by line 11 column (f))
.........
14
15
Public Support Percentage for 2009 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2010.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
......................
b
33 1/3% support test—2009.
If the organization did not check the box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2010.
If the organization did not check a box on line 13, 16a, or 16b and line 14
is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported
organization
..................................................
b
10%-facts-and-circumstances test—2009.
If the organization did not check a box on line 13, 16a, 16b, or 17a and line
15 is 10% or more, and if the organization meets the "facts and circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts and circumstances" test. The organization qualifies as a publicly supported organization
..............................................
18
Private Foundation
If the organization did not check a box on line 13, 16a, 16b, 17a or 17b, check this box and see
instructions
...................................................
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public Support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e) 2010
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
13
Total support (Add lines 9, 10c, 11 and 12.).
14
First Five Years
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public Support Percentage for 2010 (line 8 column (f) divided by line 13 column (f))
.........
15
16
Public support percentage from 2009 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2010 (line 10c column (f) divided by line 13 column (f))
......
17
18
Investment income percentage from 2009 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2010.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3% and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
..........
b
33 1/3% support tests—2009.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
....
20
Private Foundation
If the organization did not check a box on line 14, 19a or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information.
Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2010
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
HOME NURSING AGENCY AFFILIATES
Employer identification number
25-1518698
Identifier
Return Reference
Explanation
ORGANIZATION'S MISSION
FORM 990 - ORGANIZATION'S MISSION
PART I, LINE 1 AND PART III, LINE 1 AS PROVIDED IN ITS ARTICLES, THE CORPORATION IS ORGANIZED AND SHALL BE OPERATED EXCLUSIVELY FOR EXEMPT PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED(OR THE CORRESPONDING PROVISION OF ANY FUTURE UNITED STATES INTERNAL REVENUE LAW)(THE "CODE"), AND, IN FURTHERANCE THEREOF, OPERATING EXCLUSIVELY FOR THE BENEFIT OF AND TO SUPPORT HOME NURSING AGENCY VISITING NURSE ASSOCIATION AND HOME NURSING AGENCY COMMUNITY SERVICES, EACH OF WHICH IS A PENNSYLVANIA NONPROFIT CORPORATION, PROVIDED THAT EACH SUCH CORPORATION IS AN ORGANIZATION DESCRIBED IN SECTION 509(A)(1) OR 509(A)(2) OF THE CODE.
SECOND ACHIEVEMENT DESCRIPTION
FORM 990, PAGE 2, PART III, LINE 4B
SUPPORTING SERVICES AS WELL AS PROVIDING LEADERSHIP AND STRATEGIC ASSISTANCE TO HOME NURSING AGENCY & VISITING NURSE ASSOCIATION, HOME NURSING AGENCY COMMUNITY SERVICES, AND HOME NURSING AGENCY FOUNDATION. CREATING EFFICIENCY & EXCELLENCE IN SERVICES, CLINICAL OUTCOMES REALIGNING HOME NURSING AGENCY'S SERVICE DELIVERY MODEL AND STRENGTHENING ITS ABILITY TO ACHIEVE CLINICAL OUTCOMES THAT EXCEED NORMS REQUIRES ONGOING DEDICATION AND ATTENTION TO DETAIL DUE TO THE NEW AND EVOLVING PROCESSES OF HEALTHCARE REFORM. TO BE CONSIDERED AS A VALUED PARTNER IN AN EVER-CHANGING LANDSCAPE AND TO REMAIN AS THE PROVIDER OF CHOICE TO REFERRALS/PATIENTS, HOME NURSING AGENCY AFFILIATES UNDERSTAND AND ENDORSE THE AGENCY'S COMMITMENT TO PROVIDE THE LOWEST UNIT COST AND THE HIGHEST QUALITY OF CARE, BOTH IN POST-ACUTE CARE AND BEHAVIORAL HEALTH SERVICES. THE AFFILIATES ARE COMMITTED TO THE AGENCY'S CORE PRINCIPLES OF CUSTOMER SATISFACTION, EMPLOYEE SATISFACTION, QUALITY, LEADERSHIP AND PROFITABLE GROWTH AND ARE PREPARED TO CONFRONT THE COMPLEXITIES OF HEALTHCARE REFORM AND REGULATORY CONSTRAINTS IMPACTING MANY OF OUR PROGRAMS AND SERVICES. WE'RE CONTINUING TO PROVIDE THE PEOPLE WE SERVE WITH REMARKABLE CARE THAT IS OUR TRADEMARK, BEGINNING IN 1968. OUR SUCCESS IN THESE ENDEAVORS IS EVIDENCED IN THE INCREASED RATING OF OUR CUSTOMERS' "LIKELIHOOD OF RECOMMENDING" THE AGENCY TO FAMILY AND FRIENDS. EXCEEDING OUR BENCHMARK GOAL IS A RESULT OF EMPLOYEES' EXTRAORDINARY EFFORTS FROM ALL HOME NURSING AGENCY'S SERVICES AND PROGRAMS. THROUGH THE AFFILIATES' LEADERSHIP, THE AGENCY HAS GARNERED THE FOLLOWING RECOGNITION OVER THE PAST YEAR: SELECTED AS 'AGENCY OF THE MONTH' BY THE HOME HEALTH QUALITY IMPROVEMENT (HHQI) NATIONAL CAMPAIGN, AN EFFORT SPEARHEADED BY THE CENTERS FOR MEDICARE & MEDICAID SERVICES. HHQI IS A NATIONAL INITIATIVE ACROSS THE HOME HEALTH CARE SETTING TO REDUCE BOTH AVOIDABLE HOSPITALIZATIONS AND IMPROVE THE MANAGEMENT OF ORAL MEDICATIONS. ACCREDITED AND CERTIFIED HOME HEALTH AND HOSPICE PROGRAMS FROM CHAP (COMMUNITY HEALTH ACCREDITATION PROGRAM) MEMBER OF 2011 HOMECARE ELITE 2011; SIXTH CONSECUTIVE YEAR 100% COMPLIANCE FROM PA DEPARTMENT OF HEALTH 2011; HOSPICE, PRIVATE DUTY SERVICES, TARTAGLIO PERSONAL CARE HOME, ADULT PARTIAL HOSPITALIZATION AND CENTER FOR COUNSELING MEMBER OF UNITED WAY OF LAUREL HIGHLANDS; BEDFORD, BLAIR, HUNTINGDON 99% OF OUR HOME HEALTH CUSTOMERS WOULD RECOMMEND HOME NURSING AGENCY TO OTHERS 99% OF OUR HOSPICE CUSTOMERS WOULD RECOMMEND HOME NURSING AGENCY TO OTHERS
ADDITIONAL INFORMATION
FORM 990, PART VI
FORM 990, PART VI, LINE 12B DIRECTORS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST ANNUALLY THROUGH COMPLETION OF A SPECIFIC QUESTIONAIRE. ALL ORGANIZATION LEADERS INCLUDING OFFICERS AND KEY EMPLOYEES, HAVE SIGNED A CONFLICT OF INTEREST AGREEMENT, WHICH REQUIRES THEM TO DISCLOSE CONFLICTS AS THEY OCCUR.
MATERIAL DIFFERENCES IN VOTING RIGHTS EXPLANATION
FORM 990, PAGE 6, PART VI
ARTICLE IV, SECTION 4.2 OF THE HOME NURSING AGENCY AFFILIATES BYLAWS INDICATES THAT THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE CHAIRPERSON, PRESIDENT AND CEO, VICE PRESIDENT (IF ANY), SECRETARY, TREASURER, AND THE CHAIRPERSONS OF THE STANDING COMMITTEES, PROVIDED THAT ALL SUCH INDIVIDUALS ARE DIRECTORS OF THE CORPORATION. MEETINGS OF THIS COMMITTE SHALL BE CALLED BY THE CHAIRPERSON OR BY ANY THREE (3) OF ITS MEMBERS. A QUORUM SHALL CONSIST OF A MAJORITY OF THE MEMBERS (WHICH MUST INCLUDE AT LEAST ONE (1) OF ITS OFFICERS). THE ACT OF A MAJORITY OF THE MEMBERS ENTITLED TO VOTE AT A MEETING AT WHICH A QUORUM IS PRESENT SHALL BE THE ACT OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL HAVE THE POWERS OF THE BOARD FOR THE TRANSACTIONS OF BUSINESS BETWEEN BOARD MEETINGS OR IN AN EMERGENCY, EXCEPT THAT IT SHALL NOT RESERVE ANY PREVIOUS ACTION OF THE BOARD. ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE SHALL BE REPORTED AT THE NEXT MEETING OF THE BOARD. ARTICLE II, SECTION 2.5 INDICATES THAT NO COMPENSATION SHALL BE PAID TO ANY DIRECTOR FOR SERVICES AS A DIRECTOR.
RELATED PARTY INFORMATION AMONG OFFICERS
FORM 990, PAGE 6, PART VI, LINE 2
MORLEY COHN; DONALD DEVORRIS BUSINESS RELATIONSHIP DONALD DETWILER: DONALD DEVORRIS; BUSINESS RELATIONSHIP DONALD DEVORRIS; M COHN, D DETWILER BUSINESS RELATIONSHIP FRED CIOCCO; NAME NOT DISCLOSED; BUSINESS RELATIONSHIP T. SISSLER; K. SMITH, D. DEVORRIS BUSINESS RELATIONSHIP ROBERT PACKER; FRAN VAUGHN BUSINESS RELATIONSHIP FRAN VAUGHN; ROBERT PACKER BUSINESS RELATIONSHIP
ELECTION OF MEMBERS AND THEIR RIGHTS
FORM 990, PAGE 6, PART VI, LINE 7A
ARTICLE II, SECTION 2.3, (B) OF THE HOME NURSING AGENCY AFFILIATES BYLAWS PERMITS THE ALTOONA REGIONAL HEALTH SYSTEM TO ELECT OR REFUSE TO ELECT EACH PERSON NOMINATED BY THE NOMINATING COMMITTEE.
DECISIONS SUBJECT TO APPROVAL OF MEMBERS
FORM 990, PAGE 6, PART VI, LINE 7B
ARTICLE II, SECTION 2.2,(A) OF THE HOME NURSING AGENCY AFFILIATES BYLAWS REQUIRES THAT THE FOLLOWING ACTIONS THAT HAVE BEEN APPROVED BY THE AFFILIATES BOARD ALSO HAVE THE AFFIRMATIVE APPROVAL OF THE ALTOONA REGIONAL HEALTH SYSTEM: ANY STRATEGIC PLANS AND ANY OPERATING AND CAPITAL BUDGETS OF THE CORPORATION AND EACH SUBSIDIARY OF THE CORPORATION; AMENDMENTS TO ARTICLES OR THESE BYLAWS OR AMENDMENTS TO THE ARTICLES OR BYLAWS OF EACH SUBSIDIARY OF THE CORPORATION (APART FROM CHANGES OF REGISTERED OFFICE); MERGER (UNLESS THE MERGER RESULTS IN THE CORPORATION OR THE RESPECTIVE SUBSIDIARY, AS APPLICABLE, BEING THE SURVIVING ENTITY AND THE TRANSACTION IS LESS THAN 1,000,000), CONSOLIDATION, DISSOLUTION AND SALE OF SUBSTANTIAL ASSETS OF THE CORPORATION OR ANY SUBSIDIARY OF THE CORPORATION; INCURRENCE OF INDEBTEDNESS BY THE CORPORATION OR ANY SUBSIDIARY OF THE CORPORATION (OTHER THAN TRADE AND/OR ACCOUNTS PAYABLE ARISING IN THE ORDINARY COURSE OF BUSINESS) ABOVE THRESHOLDS TO BE DETERMINED BY THE ALTOONA REGIONAL HEALTH SYSTEM AND NOT APART OF AN APPROVAL CAPITAL AND/OR OPERATING BUDGET; THE ESTABLISHMENT, TERMINATION OR WITHDRAWAL FROM JOINT VENTURES INVOLVING THE CORPORATION (OR ANY SUBSIDIARY OF THE CORPORATION) IN WHICH THE CORPORATION OR ANY SUBSIDIARY OF THE CORPORATION, AS APPLICABLE, HAS A CONTROLLING INTEREST; AND THE ELECTION OR APPOINTMENT OF THE PRESIDENT OR CHIEF EXECUTIVE OFFICER OF THE CORPORATION AND EACH SUBSIDIARY OF THE CORPORATION. ARTICLE II, SECTION 2.2, (B) OF THE HOME NURSING AGENCY AFFILIATES BYLAWS ALSO GIVES ALTOONA REGIONAL HEALTH SYSTEM THE FOLLOWING POWERS WITH RESPECT TO THE CORPORATION: ELECTION OF THE DIRECTORS OF THE CORPORATION (APART FROM EX-OFFICIO DIRECTORS); APPROVAL OF ANY PLAN OF DIVISION OF THE CORPORATION; APPROVAL OF ANY PLAN OF MERGER OF THE CORPORATION WITH ANOTHER CORPORATION (WHETHER OR NOT THE CORPORATION IS THE SURVIVING ENTITY); APPROVAL OF ANY CHANGE IN THE MISSION OR DIRECTION OF THE CORPORATION OR ANY AFFILIATE OR SUBSIDIARY OF THE CORPORATION IF THE PRESIDENT AND CEO OF ALTOONA REGIONAL HEALTH SYSTEM AND THE PRESIDENT AND CEO OF THE CORPORATION MUTUALLY DETERMINED THAT SUCH CHANGE IS MATERIAL; AND ALL OTHER APPROVALS AND/OR ACTIONS AS ARE RESERVED TO ALTOONA REGIONAL HEALTH SYSTEM BY VIRTUE OF THESE BYLAWS, ANY AFFILIATION AGREEMENT BETWEEN ALTOONA REGIONAL HEALTH SYSTEM, THE CORPORATION AND ANY OTHER PARTY, OR BY VIRTUE OF ANY RESOLUTIONS ENACTED BY THE CORPORATION FROM TIME TO TIME.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990
FORM 990, PAGE 6, PART VI, LINE 11B
A SPECIAL SESSION OF THE EXECUTIVE COMMITTEE WAS HELD TO REVIEW THE COMPLETED FORM 990.
ENFORCEMENT OF CONFLICTS POLICY
FORM 990, PAGE 6, PART VI, LINE 12C
TO FAMILIARIZE THEMSELVES WITH POTENTIAL CONFLICTS, THE HOME NURSING AGENCY CEO, CFO, SENIOR VICE PRESIDENT ADMINISTRATIVE SERVICES, AND THE COMPLIANCE OFFICER, REVIEW EACH FORM COMPLETED ANNUALLY BY MEMBERS OF THE BOARDS. ALL BOARD AND COMMITTEE MEETINGS ARE ATTENDED BY AT LEAST ONE PERSON IN THIS GROUP. IF POTENTIAL CONFLICT SURFACES BEFORE OR DURING A MEETING, THEY ARE RESPONSIBLE FOR ENSURING THAT THE CONFLICT IS NOTED AND APPROPRIATE ACTION IS TAKEN.
COMPENSATION PROCESS FOR TOP OFFICIAL
FORM 990, PAGE 6, PART VI, LINE 15A
EXECUTIVE COMPENSATION FOR THE HOME NURSING AGENCY CEO IS REVIEWED AND ANALYZED BY AN INDEPENDENT CONSULTANT TO DETERMINE REGION AND MARKET COMPETIVENESS FOR BOTH WAGES AND BENEFITS. RESULTS OF THOSE FINDINGS ARE PRESENTED TO AN EXECUTIVE COMPENSATION COMMITTEE FOR FURTHER REVIEW, ANALYSIS, RECOMMENDATIONS, AND APPROVALS.
COMPENSATION PROCESS FOR OFFICERS
FORM 990, PAGE 6, PART VI, LINE 15B
EXECUTIVE COMPENSATION FOR KEY EMPLOYEES IS REVIEWED AND ANALYZED BY AN INDEPENDENT CONSULTANT TO DETERMINE REGION AND MARKET COMPETIVENESS FOR BOTH WAGES AND BENEFITS. RESULTS OF THOSE FINDINGS ARE PRESENTED TO AN EXECUTIVE COMPENSATION COMMITTEE FOR FURTHER REVIEW, ANALYSIS, RECOMMENDATIONS, AND APPROVALS.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION
FORM 990, PAGE 6, PART VI, LINE 19
THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FINANCIAL AND GOVERNANCE INFORMATION IS AVAILABLE IN THE ORGANIZATION'S ANNUAL REPORT AND FORM 990; BOTH OF WHICH ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
ADDITIONAL INFORMATION
FORM 990, PART VII
FORM 990, PART VII, COMPENSATION: COLUMN B AVERAGE HOURS PER WEEK: THE SOFTWARE USED TO SUBMIT THIS FORM 990 ROUNDS THE AVERAGE HOURS TO A WHOLE NUMBER. BELOW ARE LISTED THE ACTUAL AVERAGE HOURS PER WEEK. JOHN BEYER, DIRECTOR - 0.60 HOURS PER WEEK - 0.10 HOURS RELATED ORG FREDERICK CIOCCIA, DIRECTOR - 0.30 HOURS PER WEEK - 0 HOURS RELATED ORG MORLEY COHN, DIRECTOR - 0.20 HOURS PER WEEK - 0.50 HOURS RELATED ORG BERNARD CREPPAGE, TREASURER - 0.90 HOURS PER WEEK - 0 HOURS RELATED ORG DONALD DETWILER, DIRECTOR - 0.20 HOURS PER WEEK - 0 HOURS RELATED ORG DONALD DEVORRIS, DIRECTOR - 0.30 HOURS PER WEEK - 1.20 HOURS RELATED ORG JAMES DRENNING, SECRETARY - 0.70 HOURS PER WEEL - 1.40 HOURS RELATED ORG BRUCE ERB, CHAIRMAN - 0.80 HOURS PER WEEK - 0.90 HOURS RELATED ORG BARRY HALBRITTER, DIRECTOR - 0.60 HOURS PER WEEK - 1.30 HOURS RELATED ORG ALLEN HANCOCK, DIRECTOR - 0.90 HOURS PER WEEK - 0 HOURS RELATED ORG ROBERT SCHOLL, DIRECTOR - 0.30 HOURS PER WEEK - 0 HOURS RELATED ORG TIMOTHY SISLER, VICE CHAIRMAN - 0.30 HOURS PER WEEK - 0 HOURS RELATED ORG JOHN WOLF, DIRECTOR - 0.20 HOURS PER WEEK - 0 HOURS RELATED ORG GREGG LAVERICK, CFO - 50 HOURS PER WEEK - 0 HOURS RELATED ORG ROBERT PACKER, CEO - 60 HOURS PER WEEK - 0 HOURS RELATED ORG REBECCA WILLNECKER, SR VP - 50 HOURS PER WEEK - 0 HOURS RELATED ORG THE ORGANIZATION HAS A LIFE COMPENSATION PLAN, WHICH IS A NONQUALIFIED KEY EXECUTIVE PENSION SUPPLEMENT TO EXISTING GROUP PENSION PLANS AND/OR 401(K) PLANS.
ADDITIONAL INFORMATION
FORM 990, PART XI
FORM 990, PART XI, LINE 5 - OTHER CHANGES IN NET ASSETS OR FUND BALANCES INCLUDE: (1) NET UNREALIZED GAINS ON INVESTMENTS OF 267 AND (2) CHANGES IN PENSION ACCUMULATED OTHER COMPREHENSIVE INCOME OF 46,878.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.