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. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
DEVITT HOUSE INC
Employer identification number
23-2526857
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 supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
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 monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(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. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
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 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
16a
33 1/3% support test—2013.
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—2012.
If the organization did not check a 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—2013.
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—2012.
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 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) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
10,653
600
1,747
9,522
22,522
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......
385,022
393,472
390,883
390,957
394,388
1,954,722
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.
385,022
404,125
391,483
392,704
403,910
1,977,244
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
0
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.
0
c
Add lines 7a and 7b..
0
8
Public support (Subtract line 7c from line 6.)
1,977,244
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
385,022
404,125
391,483
392,704
403,910
1,977,244
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
2,699
2,915
2,439
1,989
1,622
11,664
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
2,699
2,915
2,439
1,989
1,622
11,664
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.)..
387,721
407,040
393,922
394,693
405,532
1,988,908
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 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
99.410 %
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
99.340 %
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
0.590 %
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
0.660 %
19a
33 1/3% support tests—2013.
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—2012.
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) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and 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) 2013
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.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
DEVITT HOUSE INC
Employer identification number
23-2526857
Return Reference
Explanation
FORM 990, PART VI, SECTION A, LINE 6
DEVITT HOUSE HAS 8 CHURCHES WHICH ARE MEMBERS AND 62 INDIVIDUAL/FAMILY LIFE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7A
THE AFFAIRS OF THE CORPORATION SHALL BE CONDUCTED AND MANAGED BY THE BOARD OF TRUSTEES WHICH SHALL EXERCISE THE POWERS OF THE CORPORATION AND THE POWERS GIVEN TO DIRETORS UNDER THE NONPROFIT CORPORATION LAW OF THE COMMONWEALTH OF PENNSYLVANIA. THE BOARD SHALL CONSIST OF NINE TRUSTEES WHO SHALL BE MEMBERS OF THIS CORPORATION (OR OFFICERS OR DIRECTORS OF A CORPORATE MEMBER) SIX OF WHOM SHALL BE RESIDENTS OF KELLY TOWNSHIP, UNION COUNTY, PENNSYLVANIA OR THE SURROUNDING COMMUNITITES, ONE SHALL BE A REPRESENTATIVE OF THE PENN CENTRAL CONFERENCE, UCC, OR HIS PROXY; AND ONE SHALL BE A REPRESENTATIVE OF PHOEBE-DEVITT HOMES, OR HIS PROXY.
FORM 990, PART VI, SECTION B, LINE 11
INITIAL REVIEW OF THE TAX RETURN IS DONE BY THE CONTROLLER OF PHOEBE MINISTRIES. AFTER INITIAL APPROVAL, THE RETURN IS REVIEWED BY SENIOR MANAGEMENT. FOLLOWING FINAL APPROVAL BY SENIOR MANAGEMENT,THE RETURN IS MADE AVAILABLE TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW. ONCE THIS PROCESS IS COMPLETE, THE RETURN IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C
ANY NEW EMPLOYEE OR BOARD MEMBER MEETING THE DEFINITION OF INTERESTED PERSON IS PROVIDED A LETTER REGARDING THEIR RESPONSIBILITY TO DISCLOSE ANY CONFLICTS OF INTEREST WHICH INCLUDE THE FULL POLICY AND THE CONFLICT OF INTEREST STATEMENT FOR SIGNATURE. THE CONFLICT OF INTEREST STATEMENT IS RENEWED AT THE BEGINNING OF EACH FISCAL YEAR. THE COMPLIANCE OFFICER REVIEWS ALL ACKNOWLEDGEMENT STATEMENTS FOR ANY CONFLICTS OF INTEREST. IF A CONFLICT IS DETERMINED TO EXIST, IT WILL BE REVIEWED BY THE GOVERNING BOARD TO DETERMINE WHETHER THE CONFLICT IS ACCEPTABLE. IF A BOARD MEMBER HAS A CONFLICT, THEY WOULD ABSTAIN FROM ANY VOTES THAT WERE IN THE AREA OF THEIR CONFLICT. ALL DOCUMENTS ARE MAINTAINED IN THE OFFICE OF THE COMPLIANCE OFFICER.
FORM 990, PART VI, SECTION B, LINE 15
EACH YEAR A COMPENSATION SURVEY IS COMPLETED FOR OFFICERS AND KEY EMPLOYEES. INFORMATION IS COMPILED AND COMPARED WITH CURRENT INTERNAL AND EXTERNAL DATA FOR BENCHMARKING. BASED ON THIS REVIEW, THE OVERALL COMPENSATION ADJUSTMENTS AND PLAN CRITERA ARE PRESENTED TO THE COMPENSATION COMMITTEE FOR REVIEW. THE YEARLY PLAN FOR OVERALL ADJUSTMENTS IS VOTED ON BY THE COMPENSATION COMMITTEE AND PRESENTED TO THE GOVERNING BOARD FOR APPROVAL. THE COMPENSATION COMMITTEE OF THE GOVERNING BOARD IS RESPONSIBLE FOR SETTING THE COMPENSATION AND BENEFITS FOR THE PRESIDENT, CEO/CFO. ALL COMENSATION DECISIONS MADE BY THE COMMITTEE ARE DETERMINED IN KEEPING WITHIN FAIR MARKET VALUE RANGE FOR THE INDUSTRY. THE COMPENSATION COMMITTEE DISCUSSIONS ARE RECORDED IN THEIR RESPECTIVE MINUTES. A GENERAL SUMMARY IS PROVIDED BY THE CHAIR OF THE COMPENSATION COMMITTEE TO THE GOVERNING BOARD MEMEBERS THROUGH DISCUSSION IN EXECUTIVE SESSION.
FORM 990, PART VI, SECTION C, LINE 19
THE FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE ORGANIZATION'S WEBSITE AND THE 990 IS POSTED TO THE WEBSITE GUIDESTAR.ORG. OTHER DOCUMENTS ARE NOT MADE AVAILABLE.
FORM 990, PAGE 12 PART XII, LINE 2C:
THE AUDIT COMMITTEE IS RESPONSIBLE FOR ENGAGING THE AUDIT FIRM. THEY ARE ALSO RESPONSIBLE FOR RECOMMENDING THE APPROVAL OF THE COMPLETED AUDIT REPORT TO THE ENTIRE BOARD OF DIRECTORS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. HOURS WORKED FOR RELATED ORGANIZATIONS: THE OFFICERS OF THE CORPORATION ARE EMPLOYED BY PHOEBE SERVICES, INC. EVERY CORPORATE OFFICER CONTRIBUTES HOURS TO EACH ENTITY WITHIN THE CONSOLIDATED GROUP, FOR A TOTAL OF 40 HOURS PER WEEK. AS IT IS NOT POSSIBLE TO ACCURATELY REFLECT THE NUMBER OF HOURS DEVOTED TO EACH ENTITY, OFFICER HOURS ARE REPORTED IN THEIR ENTIRETY ON EACH ENTITY'S RETURN.
ORGANIZATIONAL OVERVIEW:
PHOEBE-DEVITT HOMES (D/B/A PHOEBE MINISTRIES) IS A PENNSYLVANIA NOT-FOR-PROFIT CORPORATION THAT PROVIDES A FULL CONTINUUM OF RESIDENTIAL, HEALTH, AND COMMUNITY SUPPORT SERVICES AND PROGRAMS DESIGNED TO MEET THE NEEDS OF SENIOR ADULTS AND THEIR FAMILIES. A FAITH-BASED ORGANIZATION AFFILIATED WITH THE UNITED CHURCH OF CHRIST, PHOEBE HAS BEEN IN OPERATION SINCE 1903. OUR SERVICES INCLUDE LONG-TERM CARE, INDEPENDENT LIVING, SKILLED NURSING, PERSONAL CARE, SHORT-TERM AND OUTPATIENT REHABILITATION, PHARMACY CONSULTING AND DISTRIBUTION, IN-HOME GERIATRIC CARE MANAGEMENT, AWARD-WINNING MEMORY SUPPORT PROGRAMMING, TELEHEALTH (VIRTUAL MEDICAL CARE), AND RESPITE CARE. WE SERVE THOUSANDS OF SENIORS AND THEIR FAMILIES ANNUALLY AND PROVIDED NEARLY $11.5 MILLION IN CHARITABLE AND BENEVOLENT CARE. PHOEBE'S PRIMARY SERVICE AREA INCLUDES COMMUNITIES IN BERKS, BUCKS, LEHIGH, MONTGOMERY, NORTHAMPTON AND UNION COUNTIES IN PENNSYLVANIA. PHOEBE'S CHARITABLE CARE BENEFIT: PHOEBE PROVIDES THE HIGHEST QUALITY CARE TO ALL RESIDENTS, REGARDLESS OF ABILITY TO PAY. CHARITABLE AND BENEVOLENT CARE ROSE SUBSTANTIALLY TO $11.5 MILLION DURING THE 2012-2013 FISCAL YEAR. THIS IS A TREND THAT HAS BEEN INCREASING OVER THE LAST FEW YEARS AND IS LINKED TO UNREIMBURSED MEDICAL CARE FOR OUR RESIDENTS. PHOEBE REMAINS COMMITTED TO OUR RESIDENTS AND EMPLOYS COMPREHENSIVE CHARITABLE CARE PROGRAMMING TO ALLOW RESIDENTS TO RECEIVE UNCOMPROMISED CARE EVEN WHEN THEY EXHAUST THEIR FUNDS. THIS IS A CLEAR DEMONSTRATION OF PHOEBE'S ENDURING LEGACY OF CARE AND COMPASSION. THOSE SERVED BY CHARITABLE AND BENEVOLENT CARE ARE ABLE TO RECEIVE OUR QUALITY CARE AND PROGRAMMING, ENSURING THAT EACH AND EVERY PERSON AT PHOEBE IS EXPERIENCING THE JOYS, COMFORTS, AND HAPPINESS EXPECTED IN LIFE. PHOEBE'S WORKFORCE BENEFIT: PHOEBE SERVES AS A STABLE EMPLOYER WITH COMPETITIVE SALARIES, EXCELLENT BENEFITS, AND OPPORTUNITIES FOR ONGOING GROWTH AND EDUCATION WITHIN THE HEALTH CARE PROFESSION. LAST YEAR, PHOEBE MINISTRIES CONTINUED AS A LEADER IN PROVIDING JOBS TO PEOPLE IN THE COMMUNITY, EMPLOYING 1,166 INDIVIDUALS. OVER THE PAST FISCAL YEAR, PHOEBE HIRED 287 EMPLOYEES. VOLUNTEERISM AT PHOEBE: PHOEBE IS ABLE TO DELIVER THE BEST SERVICES TO SENIORS WITH THE HELP OF WELL-TRAINED STAFF AND DEDICATED VOLUNTEERS. PHOEBE WORKS WITH A NUMBER OF ORGANIZATIONS THAT OFFER THEIR MEMBERS AS VALUABLE RESOURCES TO ASSIST THOSE WHO LIVE IN PHOEBE COMMUNITIES. PHOEBE WORKS WITH MORE THAN 896 VOLUNTEERS WHO HELP WITH ACTIVITIES RANGING FROM OFFICE WORK TO CHAPLAIN DUTIES. LAST YEAR, DEDICATED PHOEBE VOLUNTEERS LOGGED 67,533 HOURS OF WORK (NOT INCLUDING GOVERNING BOARD AND COMMITTEE HOURS). PHOEBE ALSO WELCOMES YOUTH VOLUNTEERS EVERY SUMMER, PROVIDING THEM WITH MENTORING OPPORTUNITIES AND VALUABLE EXPOSURE TO CAREERS IN THE HEALTH CARE INDUSTRY. COMMUNITY EDUCATION: PHOEBE COMMUNITIES SERVE AS CLINICAL TRAINING SETTINGS FOR STUDENTS IN CERTIFIED NURSING ASSISTANT (CNA), LICENSED PRACTICAL NURSE (LPN) AND REGISTERED NURSING (RN) PROGRAMS AT AREA SCHOOLS. WE PROVIDE A ROTATION SITE FOR MEDICAL RESIDENTS OF AREA HOSPITALS. PHOEBE SERVICES PHARMACY IS A TEACHING FACILITY AND ROTATION SITE FOR DOCTOR OF PHARMACY CANDIDATES. ADDITIONALLY, PHOEBE SERVES AS A TEACHING FACILITY FOR REHABILITATION SERVICES (PHYSICAL THERAPY, OCCUPATIONAL THERAPY, AND SPEECH THERAPY) AS WELL AS A TRAINING SITE FOR MASTER'S DEGREE LEVEL SOCIAL WORK INTERNS. PHOEBE'S CLINICAL PASTORAL EDUCATION (CPE) PROGRAM HAS TRAINED MORE THAN 164 CLERGY, SEMINARIANS AND QUALIFIED LAY PERSONS OF ALL FAITHS IN THE ART AND SKILL OF PASTORAL CARE. OUR LONG-TERM CARE COMMUNITIES ALSO SUPPORT INTERNSHIP POSITIONS FOR STUDENTS AT AREA COLLEGES IN FIELDS INCLUDING BUSINESS, COMMUNICATIONS, NUTRITION AND INFORMATION TECHNOLOGY. THE PHOEBE INSTITUTE ON AGING PROVIDES FORUMS FOR DISCUSSION AND LEARNING, INCLUDING EDUCATIONAL PROGRAMS, COOPERATIVE VENTURES AND OUTREACH ACTIVITIES THAT PROMOTE IMPROVED QUALITY OF LIFE AND CARE FOR THE AGING AND THEIR FAMILIES IN THE REGION PHOEBE SERVES. LAST YEAR, THE ANNUAL INSTITUTE BENEFIT RAISED MORE THAN $35,000. THESE FUNDS SUPPORTED TWO FREE COMMUNITY CONFERENCES THAT WER ATTENDED BY NEARLY 600 CAREGIVERS, PROFESSIONALS, AND STUDENTS. PHOEBE ALSO PROACTIVELY HELPS THOSE IN THE COMMUNITY TO STAY INDEPENDENT. PHOEBE AT HOME SERVICES IS A GERIATRIC CARE MANAGEMENT PROGRAM DEDICATED TO EXPLORING NEW WAYS TO PROVIDE CARE TO OLDER PERSONS LIVING AT HOME. IN-HOME SERVICES ARE BASED ON THE INDIVIDUAL'S NEEDS, INTERESTS, AND VALUES. SINCE THE LAUNCH OF PHOEBE AT HOME SERVICES, THE GERIATRIC CARE MANAGEMENT PROGRAM HAS HELPED NEARLY 400 CLIENTS IN THE COMMUNITY STAY INDEPENDENT LONGER. PHOEBE MINISTRIES ALSO OFFERS ALZHEIMER'S AWARENESS EVENTS, SUPPORT GROUPS, SENIOR EXPOS, NEIGHBORHOOD CHURCH SERVICES, AND INFORMATIONAL AGING FORUMS AS FREE PROGRAMS TO EDUCATE THE COMMUNITY. PASTORAL CARE: PASTORAL CARE IS FOUNDATIONAL TO PHOEBE'S CONTINUUM OF CARE. PHOEBE EMPLOYS FOUR FULL-TIME CHAPLAINS WHO ARE BOARD CERTIFIED BY THE ASSOCIATION OF PROFESSIONAL CHAPLAINS AND THREE PART-TIME CHAPLAINS. ECUMENICAL WORSHIP, SPIRITUAL ASSESSMENTS, LIFE REVIEW, POETRY THERAPY, COUNSELING, BEREAVEMENT AND SPIRITUAL SUPPORT GROUPS, FUNERALS AND MEMORIAL SERVICES ARE PROVIDED FOR RESIDENTS AND THEIR FAMILIES. PHOEBE CHAPLAINS SHARE THEIR EXPERTISE WITH LOCAL CONGREGATIONS, AGENCIES, SENIOR CENTERS AND OTHER COMMUNITY GROUPS THROUGH CONFERENCES AND COMMUNITY PRESENTATIONS. DONOR SUPPORT OF OUR MISSION: SUPPORT FROM OUR DONORS FUNDS EXCEPTIONAL CARE AND PROGRAMMING FOR OUR RESIDENTS AND ALSO ENHANCES EDUCATION FOR THOSE WHO SERVE OUR AGING POPULATION. UNRESTRICTED GIFTS REMAIN THE BACKBONE OF SUPPORTING PHOEBE'S MISSION AND PLAY A PART IN MANY PROJECTS COMPLETED AT PHOEBE THROUGHOUT THE YEAR. UNRESTRICTED GIVING PROVIDES PHOEBE WITH THE OPPORTUNITY TO USE THE MONEY WHERE IT IS MOST NEEDED AND WHERE IT WILL HAVE THE GREATEST IMPACT. AN UNRESTRICTED GIFT MAY BE USED TO SUPPORT CHARITABLE CARE OR COMMUNITY LIFE PROGRAMMING, EQUIPMENT REPAIRS, PASTORAL CARE PROGRAMMING, OR EVEN COMMUNITY ENHANCEMENTS. PHOEBE ALSO ACCEPTS RESTRICTED GIFTS THAT ARE DEEMED REASONABLE BY THE INSTITUTIONAL ADVANCEMENT DEPARTMENT. DONORS ARE ENCOURAGED TO FIRST DISCUSS THEIR IDEAS FOR RESTRICTED GIFTS WITH THE INSTITUTIONAL ADVANCEMENT DEPARTMENT TO ASSURE THE APPROPRIATE USE OF THEIR CHARITABLE GIFT AND OFFICIAL ACCEPTANCE. MANY OF OUR DONORS ALSO CHOOSE TO REMEMBER PHOEBE MINISTRIES IN THEIR ESTATE PLANS. THEIR THOUGHTFULLY ARRANGED DEFERRED GIFTS HAVE A SIGNIFICANT IMPACT ON PHOEBE'S MISSION AND MINISTRY EVEN AFTER THEIR DEATH. PHOEBE IS ALSO BLESSED BY DONORS WHO HAVE ESTABLISHED PERMANENT ENDOWMENTS THAT ARE PRUDENTLY INVESTED AND PROVIDE AN ONGOING INCOME STREAM TO PHOEBE IN PERPETUITY. DONORS ALSO PROVIDE SUPPORT TO PHOEBE THROUGH TRUSTS OF VARIOUS TYPES, WHILE OTHERS CHOOSE TO UTILIZE CHARITABLE GIFT ANNUITIES (A SIMPLE CONTRACT WITH PHOEBE MINISTRIES) AS A MEANS OF MAKING A SIGNIFICANT GIFT TO PHOEBE WHILE RETAINING A LIFE INCOME STREAM. DONORS MAY CONTACT THE INSTITUTIONAL ADVANCEMENT OFFICE (610-794-5132) TO EXPLORE GIFT PLANNING OPTIONS. ADDITIONALLY, PHOEBE ENCOURAGES DONORS TO CONSULT THEIR PROFESSIONAL ADVISORS WHEN CONSIDERING SIGNIFICANT CHARITABLE GIFTS. THE INSTITUTIONAL ADVANCEMENT STAFF FREQUENTLY WORK WITH DONOR ADVISORS TO ACCOMPLISH THE DONORS' GOALS AND DESIRED OUTCOMES. GENERAL GIFT PLANNING INFORMATION IS ALSO AVAILABLE AT PHOEBE.ORG/GIFTPLANNING. PHOEBE AS AN INNOVATOR: DEMENTIA CARE: PHOEBE MINISTRIES IS PROUD TO BE SELECTED AS THE SOLE RECIPIENT OF THE ALZHEIMER'S FOUNDATION OF AMERICA (AFA) BRODSKY INNOVATION GRANT, AWARDED EACH YEAR TO AN INNOVATIVE SERVICE OR PROGRAM THAT IMPROVES THE LIVES OF INDIVIDUALS WITH ALZHEIMER'S DISEASE OR OTHER RELATED ILLNESSES. THIS AWARD WILL BE USED TO CREATE A COMPREHENSIVE REHABILITATION PROGRAM AT PHOEBE THAT ENGAGES INDIVIDUALS WITH DEMENTIA IN OCCUPATIONAL, PHYSICAL AND SPEECH THERAPIES APPROPRIATE TO THEIR COGNITIVE ABILITIES, INTERESTS AND NEEDS. PHOEBE ALSO RECENTLY ADDED A PART-TIME CHAPLAIN TO WORK DIRECTLY WITH THE PHOEBE CENTER FOR EXCELLENCE IN DEMENTIA CARE TO DEVELOP PASTORAL CARE PROGRAMS AND SERVICES BASED ON MONTESSORI METHODOLOGIES. PHOEBE'S FIRST EARLY STAGE ALZHEIMER'S SUPPORT GROUP WAS ESTABLISHED AS PART OF A PARTNERSHIP WITH A LOCAL CHURCH TO OFFER AND DELIVER DEMENTIA EDUCATION WORKSHOPS TO MEMBERS OF THEIR CONGREGATION AND THE COMMUNITY AT LARGE. KELLY CARNEY, PH.D., CMC, EXECUTIVE DIRECTOR OF THE PHOEBE CENTER FOR EXCELLENCE IN DEMENTIA CARE, WAS APPOINTED TO THE PENNSYLVANIA ALZHEIMER'S DISEASE STATE PLANNING COMMITTEE BY GOVERNOR TOM CORBETT.
LEADERSHIP:
PHOEBE RECENTLY RECEIVED TWO DISTINGUISHED SERVICE AWARDS FROM LEADINGAGE PA, THE PENNSYLVANIA STATE ASSOCIATION FOR NON-PROFIT SENIOR SERVICES PROVIDERS. MARY KAY MCMAHON, EXECUTIVE DIRECTOR OF PHOEBE BERKS, WAS CHOSEN AS THE RECIPIENT OF THE LEADINGAGE PA 2013 LEADER OF THE YEAR AWARD. SHE WAS RECOGNIZED FOR PROVIDING CREATIVE SERVICE, SUPPORT AND EDUCATION TO LEADINGAGE PA MEMBERS THROUGH SHARING BEST PRACTICES IN OPERATIONS, MARKETING INITIATIVES, INSTITUTIONAL ADVANCEMENT STRATEGIES AND COMMUNITY OUTREACH. PHOEBE WYNCOTE WAS AWARDED THE LEADINGAGE PA 2013 INNOVATION OF THE YEAR RECOGNITION FOR ITS CHANGE TO CARE PROGRAM. CHANGE TO CARE IS A DAILY PROGRAM AT PHOEBE WYNCOTE DESIGNED TO REDUCE FALL RATES AND MAINTAIN THE HIGHEST STANDARDS OF CARE FOR SKILLED NURSING RESIDENTS. PHOEBE WYNCOTE WAS ALSO LISTED AS ONE OF AMERICA'S BEST NURSING HOME BY U.S. NEWS AND WORLD REPORT AND RECEIVED THE HIGHEST AVAILABLE 5-STAR RATING FROM THE CENTERS FOR MEDICARE & MEDICAID SERVICES FOR THE SECOND YEAR IN A ROW. FOR OVER A CENTURY, PHOEBE'S TRADITION OF EXCELLENCE AND PASSION FOR CARING HAVE MADE US THE LEADER IN SERVICES TO SENIOR ADULTS AND THEIR FAMILY MEMBERS.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.