Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 07-01-2024 , and ending 06-30-2025
BCheck if applicable:
CName of organization
AFFILIA HOME HEALTH
 
% DAVID ALEXANDER
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1070 NEW HOLLAND AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LANCASTER, PA17601
D Employer identification number

23-1352572
E Telephone number

G Gross receipts $ 13,399,689
F Name and address of principal officer:
DAVID ALEXANDER
150 MONUMENT ROAD
BALA CYNWYD,PA19004
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
www.pennmedicine.org/services/at-home
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1926
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: AFFILIA HOME HEALTH IS A COMMUNITY SERVICE ORGANIZATION PROVIDING COMPREHENSIVE HOME HEALTH CARE AND OTHER HEALTH CARE RELATED SERVICES.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 9
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 0
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 145
6 Total number of volunteers (estimate if necessary) ............. 6 9
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 453 660
9 Program service revenue (Part VIII, line 2g) ......... 11,308,403 13,229,232
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 43,883 68,473
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 1,786 101,324
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 11,354,525 13,399,689
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 10,435,934 12,233,414
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 2,218,956 2,271,904
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 12,654,890 14,505,318
19 Revenue less expenses. Subtract line 18 from line 12....... -1,300,365 -1,105,629
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,930,834 2,208,623
21 Total liabilities (Part X, line 26)............. 2,934,838 4,297,531
22 Net assets or fund balances. Subtract line 21 from line 20..... -1,004,004 -2,088,908
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: AFFILIA HOME HEALTH IS A COMMUNITY SERVICE ORGANIZATION IN PENNSYLVANIA THAT PROVIDES COMPREHENSIVE HOME HEALTH CARE TO PEOPLE OF ALL AGES IN LANCASTER, BERKS, CHESTER, SCHUYLKILL AND DAUPHIN COUNTIES AND THEIR SURROUNDING AREA, REGARDLESS OF INDIVIDUALS ABILITY TO PAY. AFFILIA HOME HEALTH PROVIDED SKILLED NURSING, THERAPY, MEDICAL SOCIAL SERVICES, AND HOME HEALTH AID SERVICES FOR THE FISCAL YEAR ENDED JUNE 30, 2025.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 6,215,128 including grants of $ 0 ) (Revenue $ 6,899,820 )
HOME HEALTH CARE: SKILLED NURSING (RN&LPN)- SKILLED NURSES HELP PATIENTS RECOVER AFTER AN OPERATION OR ILLNESS. PROVIDE CARE TO AGING OR CHRONICALLY ILL PATIENTS AND RELIEVE THE STRESS FOR FAMILY MEMBERS CARING FOR THEIR LOVED ONES. (37,813 VISITS)
4b (Code:   ) (Expenses $ 3,477,630 including grants of $ 0 ) (Revenue $ 3,860,746 )
HOME HEALTH CARE: PHYSICAL THERAPY- PHYSICAL THERAPISTS HELP PATIENTS IMPROVE MUSCLE STRENGTH, REGAIN FUNCTIONAL MOVEMENT, RELIEVE PAIN AND USE MEDICAL EQUIPMENT PROPERLY. (21,158 VISITS)
4c (Code:   ) (Expenses $ 1,438,849 including grants of $ 0 ) (Revenue $ 1,597,361 )
HOME HEALTH CARE: OCCUPATIONAL THERAPY- OCCUPATIONAL THERAPISTS WORK WITH PATIENTS TO REGAIN OR ADAPT TO THEIR ABILITY TO PERFORM DAILY LIVING SKILLS LIKE BATHING, DRESSING, OR PREPARING MEALS. (8,754 VISITS)
(Code:   ) (Expenses $ 400,228 including grants of $ 0 ) (Revenue $ 444,320 )
HOME HEALTH CARE AID
(Code:   ) (Expenses $ 139,874 including grants of $ 0 ) (Revenue $ 155,284 )
SPEECH THERAPY
(Code:   ) (Expenses $ 244,739 including grants of $ 0 ) (Revenue $ 373,025 )
MEDICAL SOCIAL WORKER
4d Other program services (Describe in Schedule O.)
(Expenses $ 784,841 including grants of $ 0 ) (Revenue $ 972,629 )
4e Total program service expenses11,916,448
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment
List of Attached Documents:
// Content
.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D, Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment
List of Attached Documents:
// Content
..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part VClick to see attachment
List of Attached Documents:
// Content
......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D, Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment
List of Attached Documents:
// Content
.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XIIClick to see attachment
List of Attached Documents:
// Content
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
List of Attached Documents:
// Content
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
145
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
9
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
0
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
Yes
 
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
PA
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
DAVID ALEXANDER150 MONUMENT ROAD   BALA CYNWYD,PA19004 (610) 747-3400
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) KEITH KASPER......................................................................
TRUSTEE/CHAIRPERSON
 2.0
.................
53.0 		X   X       0 2,762,775 237,535
(2) JOHN HERMAN......................................................................
TRUSTEE
 2.0
.................
53.0 		X           0 1,154,155 134,130
(3) MARGARET F COSTELLA ESQ......................................................................
FORMER OFFICER
 0.0
.................
55.0 		          X 0 797,218 400
(4) JOAN DOYLE......................................................................
TRUSTEE
 2.0
.................
53.0 		X           0 658,277 19,298
(5) GEOFF EDDOWES......................................................................
TRUSTEE
 2.0
.................
53.0 		X           0 617,145 21,551
(6) TAMMY L OBER......................................................................
FORMER OFFICER
 0.0
.................
55.0 		          X 0 512,055 10,468
(7) SANDRA JOST......................................................................
TRUSTEE
 2.0
.................
53.0 		X           0 419,322 19,093
(8) DAVID ALEXANDER......................................................................
TRUSTEE, CFO PMAH
 2.0
.................
53.0 		X           0 358,806 28,009
(9) SARAH JOHNSON......................................................................
TRUSTEE
 2.0
.................
53.0 		X           0 329,414 27,174
(10) LEON KRAYBILL......................................................................
TRUSTEE
 2.0
.................
53.0 		X           0 325,180 10,110
(11) KRISTINA ARMITAGE BURKE......................................................................
AGENCY DIRECTOR-HOME HEALTH
 55.0
.................
0.0 		      X     180,958 0 2,948
(12) AMANDA J SHAW......................................................................
OFFICER
 2.0
.................
53.0 		X   X       0 131,717 7,934
(13) TELENA GROFF......................................................................
HOME HEALTH RN
 55.0
.................
0.0 		        X   121,253 0 705
(14) DANIEL STONE......................................................................
PHYSICAL THERAPIST III PMAH
 55.0
.................
0.0 		        X   109,072 0 8,474
(15) KENNETH W FOX......................................................................
PHYSICAL THERAPIST
 55.0
.................
0.0 		        X   116,999 0 0
(16) DANIEL S BURKHART......................................................................
PHYSICAL THERAPIST
 55.0
.................
0.0 		        X   107,382 0 8,898
(17) SUSAN SALISBURY......................................................................
PHYSICAL THERAPIST HOME CARE
 55.0
.................
0.0 		        X   111,309 0 3,211
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC) 		(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;


























1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 746,973 8,066,064 539,938
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 6
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
GENERAL HEALTHCARE RESOURCES,
1 VALLEY SQUARE STE 200
BLUE BELL,PA19422 		TEMP LABOR SERVICES 996,733
SIMITREE HEALTHCARE CONSULTING,
PO BOX 186859
HAMDEN,CT06518 		CODING SERVICES 222,800
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 2
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 660
g Noncash contributions included in lines 1a - 1f:$ 1g 0
h Total. Add lines 1a-1f....... 660
Program Service RevenueAmt Business Code
2a HOME HEALTH CARE MEDICARE REVENUE 621610 4,724,141 4,724,141    
b HOME HEALTH CARE OTHER PAYERS 621610 8,505,091 8,505,091    
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 13,229,232
OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 68,473   0 68,473
4 Income from investment of tax-exempt bond proceeds 0      
5 Royalties........... 0      
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c 0 0
d Net rental income or (loss)....... 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a    
b Less: cost or other basis and sales expenses 7b    
c Gain or (loss) 7c    
d Net gain or (loss)......... 0      
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a 0
b Less: direct expenses ... 8b 0
c Net income or (loss) from fundraising events.. 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a 0
b Less: direct expenses ... 9b 0
c Net income or (loss) from gaming activities.. 0      
10a Gross sales of inventory, less
returns and allowances ..
10a 0
b Less: cost of goods sold .. 10b 0
c Net income or (loss) from sales of inventory.. 0      
OtherRevenueMiscAmt
Business Code
11a MISC OPERATING REVENUE 900099 13,049 13,049 0  
b INTERCOMPANY REVENUE 900099 88,275 88,275 0  
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 101,324
12 Total revenue. See instructions..... 13,399,689 13,330,556 0 68,473
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 .... 0  
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ........... 0  
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. ............. 0  
4 Benefits paid to or for members ....... 0  
5 Compensation of current officers, directors, trustees, and key employees ........... 180,296 0 180,296 0
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) ......... 0      
7 Other salaries and wages........ 9,214,209 7,860,270 1,353,939 0
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 438,882 405,136 33,746 0
9 Other employee benefits ....... 1,799,393 1,419,602 379,791 0
10 Payroll taxes ........... 600,634 501,079 99,555 0
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 0      
c Accounting ........... 0      
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0     0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 1,226,312 939,140 287,172 0
12 Advertising and promotion .... 0      
13 Office expenses ....... 45,878 27,473 18,405 0
14 Information technology ...... 141,895 141,895 0 0
15 Royalties .. 0      
16 Occupancy ........... 275,381 68,996 206,385 0
17 Travel ............ 284,222 270,920 13,302 0
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 1,498 0 1,498 0
23 Insurance ... 5,913 0 5,913 0
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MED/SURGICAL SUPPLIES 236,319 236,319 0 0
b INFORM/EDUCATION RESOURCES 32,715 29,452 3,263 0
c RECRUITING EXPENSES 16,582 16,582 0 0
d DUES AND LICENSES 4,509 0 4,509 0
e All other expenses 680 -416 1,096  
25 Total functional expenses. Add lines 1 through 24e 14,505,318 11,916,448 2,588,870 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 250 1 250
2 Savings and temporary cash investments ......... 421,156 2 0
3 Pledges and grants receivable, net ...... 0 3 0
4 Accounts receivable, net ............. 1,146,530 4 1,843,546
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
0 6 0
7 Notes and loans receivable, net ........... 0 7 0
8 Inventories for sale or use ............ 0 8 0
9 Prepaid expenses and deferred charges ...... 13,628 9 250
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 14,980
b Less: accumulated depreciation 10b 6,367 10,111 10c 8,613
11 Investments—publicly traded securities . 134,559 11 140,343
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 204,600 15 215,621
16 Total assets. Add lines 1 through 15 (must equal line 33)... 1,930,834 16 2,208,623
Liabilities 17 Accounts payable and accrued expenses ..... 872,564 17 730,589
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 3,674 19 48,639
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 2,058,600 25 3,518,303
26 Total liabilities. Add lines 17 through 25.. 2,934,838 26 4,297,531
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... -1,249,339 27 -2,344,613
28 Net assets with donor restrictions ........... 245,335 28 255,705
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... -1,004,004 32 -2,088,908
33 Total liabilities and net assets/fund balances ........ 1,930,834 33 2,208,623
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
13,399,689
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
14,505,318
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
-1,105,629
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
-1,004,004
5
Net unrealized gains (losses) on investments ...............
5
16,003
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
4,722
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
-2,088,908
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

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.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
AFFILIA HOME HEALTH
 
Employer identification number

23-1352572
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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 VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2024. 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 .......................right arrow
b
33 1/3% support test—2023. 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 ..................... right arrow
17a
10%-facts-and-circumstances test—2024. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. 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 VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
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 ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . 4,005 1,694 1,032 453 660 7,844
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 11,385,977 10,106,862 10,433,411 11,308,403 13,229,232 56,463,885
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....           0
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...           0
5 The value of services or facilities furnished by a governmental unit to the organization without charge           0
6 Total. Add lines 1 through 5 11,389,982 10,108,556 10,434,443 11,308,856 13,229,892 56,471,729
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.) 56,471,729
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6... 11,389,982 10,108,556 10,434,443 11,308,856 13,229,892 56,471,729
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 2,844 1,670 7,114 43,883 68,473 123,984
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.           0
c Add lines 10a and 10b. 2,844 1,670 7,114 43,883 68,473 123,984
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.           0
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. 7,195 89,940 4,657 1,786 101,324 204,902
13 Total support. (Add lines 9, 10c, 11, and 12.).. 11,400,021 10,200,166 10,446,214 11,354,525 13,399,689 56,800,615
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
99.421 %
16
16
99.674 %
Section D. Computation of Investment Income Percentage
17
17
0.218 %
18
18
0.123 %
19a
33 1/3% support tests-2024. 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 ....... right arrow
b
33 1/3 % support tests—2023. 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 ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity 		2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions 		8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2024 		(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.		  
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions) 		 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions. 		 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions. 		 
7 Excess distributions carryover to 2025. Add lines
3j and 4c. 		 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2024


Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
AFFILIA HOME HEALTH
 
Employer identification number

23-1352572
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................
Part II
Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a) Current year (b) Prior year (c) Two years back (d) Three years back (e) Four years back
1a Beginning of year balance .... 45,031 54,737 46,933 46,933 46,933
b Contributions ... 0 0 0 0 0
c Net investment earnings, gains, and losses 2,029 2,203 7,804 0 0
d Grants or scholarships ... 0 0 0 0 0
e Other expenditures for facilities
and programs ... 		1,000 11,909 0 0 0
f Administrative expenses .... 0 0 0 0 0
g End of year balance ...... 46,060 45,031 54,737 46,933 46,933
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow0 %
b
Permanent endowment right arrow70.000 %
c
Term endowment right arrow30.000 %
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) Unrelated organizations .................
3a(i)
 
No
(ii) Related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment) 		(b) Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .....      
b Buildings ....        
c Leasehold improvements        
d Equipment ....   14,980 6,367 8,613
e Other .....        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 8,613
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives.........    
(2) Closely-held equity interests........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)PERPETUAL TRUST 209,645
(2)MISC RECIEVABLE-INTER/PR 72
(3)MISC RECEIVABLE-OTHER 5,904
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 215,621
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
IBNR WORKER'S COMPENSATION 41,824
DUE TO AFFILIATES 3,476,479
UNPAID PATIENT REFUNDS 0






Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 3,518,303
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ........... 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  
Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART V, LINE 4 INTENDED USES OF ENDOWMENT FUNDS THE INTENDED USE OF ENDOWMENT FUNDS HELD BY AFFILIA HOME HEALTH ARE TO FURTHER THE ORGANIZATION'S EXEMPT PURPOSE OF PROVIDING COMPREHENSIVE HOME HEALTHCARE, REGARDLESS OF THE PATIENT'S ABILITY TO PAY. ------------------------------
SCHEDULE D, PART X, LINE 2 TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2025 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. -----------------------
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
AFFILIA HOME HEALTH
 
Employer identification number

23-1352572
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation 		(ii) Bonus & incentive
compensation 		(iii) Other reportable compensation
1TAMMY L OBER
FORMER OFFICER 		(i)

(ii)		 0
-------------
418,350 		0
-------------
43,333 		0
-------------
50,372 		0
-------------
0 		0
-------------
0 		0
-------------
512,055 		0
-------------
0
2MARGARET F COSTELLA ESQ
FORMER OFFICER 		(i)

(ii)		 0
-------------
392,795 		0
-------------
104,262 		0
-------------
300,161 		0
-------------
0 		0
-------------
0 		0
-------------
797,218 		0
-------------
0
3KRISTINA ARMITAGE BURKE
AGENCY DIRECTOR-HOME HEALTH 		(i)

(ii)		 180,296
-------------
0 		0
-------------
0 		662
-------------
0 		0
-------------
0 		2,948
-------------
0 		183,906
-------------
0 		0
-------------
0
4DAVID ALEXANDER
TRUSTEE, CFO PMAH 		(i)

(ii)		 0
-------------
278,278 		0
-------------
79,249 		0
-------------
1,279 		0
-------------
0 		0
-------------
28,009 		0
-------------
386,815 		0
-------------
0
5JOAN DOYLE
TRUSTEE 		(i)

(ii)		 0
-------------
389,940 		0
-------------
182,580 		0
-------------
85,757 		0
-------------
0 		0
-------------
19,298 		0
-------------
677,575 		0
-------------
57,435
6KEITH KASPER
TRUSTEE/CHAIRPERSON 		(i)

(ii)		 0
-------------
1,004,092 		0
-------------
1,531,258 		0
-------------
227,425 		0
-------------
218,400 		0
-------------
19,135 		0
-------------
3,000,310 		0
-------------
189,584
7SANDRA JOST
TRUSTEE 		(i)

(ii)		 0
-------------
328,618 		0
-------------
89,242 		0
-------------
1,462 		0
-------------
0 		0
-------------
19,093 		0
-------------
438,415 		0
-------------
0
8SARAH JOHNSON
TRUSTEE 		(i)

(ii)		 0
-------------
257,119 		0
-------------
71,893 		0
-------------
402 		0
-------------
0 		0
-------------
27,174 		0
-------------
356,588 		0
-------------
0
9LEON KRAYBILL
TRUSTEE 		(i)

(ii)		 0
-------------
320,364 		0
-------------
0 		0
-------------
4,816 		0
-------------
0 		0
-------------
10,110 		0
-------------
335,290 		0
-------------
0
10JOHN HERMAN
TRUSTEE 		(i)

(ii)		 0
-------------
711,285 		0
-------------
331,771 		0
-------------
111,099 		0
-------------
106,110 		0
-------------
28,020 		0
-------------
1,288,285 		0
-------------
84,679
11GEOFF EDDOWES
TRUSTEE 		(i)

(ii)		 0
-------------
320,443 		0
-------------
83,030 		0
-------------
213,672 		0
-------------
0 		0
-------------
21,551 		0
-------------
638,696 		0
-------------
211,570
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE J, PART I, LINE 3 COMPENSATION AFFILIA HOME HEALTH FOLLOWS THE COMPENSATION PROCESS OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. MARKET DATA FOR BASE SALARY, TOTAL CASH COMPENSATION AND TOTAL COMPENSATION IS PROVIDED BY AN INDEPENDENT THIRD PARTY TO THE COMPENSATION DEPARTMENT AND REFLECTS A MARKET BASKET OF SIMILARLY SIZED ORGANIZATIONS WITH COMPARABLE POSITIONS. ------------------------------
SCHEDULE J, PART I, LINE 4A SEVERANCE AND CHANGE OF CONTROL PAYMENTS NO INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE 2024 CALENDAR YEAR. ------------------------------
SCHEDULE J, PART 1, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE LANCASTER GENERAL HEALTH SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: MARGARET F. COSTELLA, ESQ $299,741 EDDOWES, GEOFF $211,570 TAMMY L. OBER $49,297 ------------------------------ THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: KASPER, KEITH $189,584 DOYLE, JOAN $57,435 HERMAN, JOHN $84,678 ------------------------------
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990)
(Rev. January 2025)
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 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
AFFILIA HOME HEALTH
 
Employer identification number

23-1352572
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 6 CLASSES OF MEMBER OR STOCKHOLDERS THE SOLE MEMBER OF THE CORPORATION IS LANCASTER GENERAL HEALTH. THE SOLE MEMBER MAY INITIATE AND IMPLEMENT ANY PROPOSAL WITH RESPECT TO ANY OF THE FOLLOWING; AMENDMENT OF CHARTER, CERTIFICATE OF ARTICLES OF INCORPORATION OR BYLAWS; SALE, PURCHASE, LEASE OR ENCUMBRANCE WITH DEBT; THE TRANSFER OF ANY ASSETS OF THE CORPORATION, EXCLUDING EQUIPMENT; ELECTION OR REMOVAL OF THE BOARD OF TRUSTEEES OF THE CORPORATION; THE APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; THE APPROVAL OF INVESTMENT ADVISORS, OUTSIDE LEGAL COUNSEL, AND AUDITORS OF THE CORPORATION; AND THE APPROVAL OF NON-BUDGETED EXPENDITURES. ------------------------------
FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OR STOCKHOLDERS ELECTING MEMBERS OF GOVERNING BODY LANCASTER GENERAL HEALTH ELECTS THE BOARD OF TRUSTEES OF AFFILIA HOME HEALTH. ------------------------------
FORM 990, PART VI, SECTION A, LINE 7B DECISIONS REQUIRING APPROVAL BY MEMBERS OR STOCKHOLDERS THE SOLE MEMBER OF LANCASTER GENERAL HOSPITAL IS LANCASTER GENERAL HEALTH. THE SOLE MEMBER MAY INITIATE AND IMPLEMENT ANY PROPOSAL WITH RESPECT TO ANY OF THE FOLLOWING; AMENDMENT OF CHARTER, CERTIFICATE OF ARTICLES OF INCORPORATION OR BYLAWS; SALE, PURCHASE, LEASE OR ENCUMBRANCE WITH DEBT; THE TRANSFER OF ANY ASSETS OF THE CORPORATION, EXCLUDING EQUIPMENT; ELECTION OR REMOVAL OF THE BOARD OF TRUSTEES OF THE CORPORATION; THE APPROVAL OF THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION; THE APPROVAL OF INVESTMENT ADVISORS, OUTSIDE LEGAL COUNSEL, AND AUDITORS OF THE CORPORATION; AND THE APPROVAL OF NON-BUDGETED EXPENDITURES. ------------------------------
FORM 990, PART VI, SECTION A, LINE 9 INTERESTED PERSON NOT AT ORGANIZATION'S ADDRESS BOARD MEMBERS DAVID ALEXANDER, JOAN DOYLE, SANDRA JOST, AMANDA SHAW AND SARAH JOHNSON CAN BE REACHED AT: PENN MEDICINE AT HOME, 150 MONUMENT ROAD, BALA CYNWYD, PA 19004. BOARD MEMBER KEITH KASPER CAN BE REACHED AT: THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA, 3451 WALNUT STREET, PHILADELPHIA, PA 19104. -------------------------------
FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF FORM 990 BY GOVERNING BODY INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED AND THE RETURN WAS PREPARED BY FINANCE STAFF. SELECT MEMBERS OF HTE FINANCE MANAGEMENT TEAM REVIEWED THE COMPLETED FORM 990. IT WAS THEN PROVIDED TO PWC US TAX LLP FOR THEIR REVIEW. IN ADDITION, THE MEMBERS OF THE GOVERNING BODY WERE GIVEN THE OPPORTUNITY TO VIEW THE 990 ONLINE VIA THE BOARD PORTAL SYSTEM PRIOR TO THE FILING. -------------------------------
FORM 990, PART VI, SECTION B, LINES 15A & 15B PROCESS TO ESTABLISH COMP OF TOP MANAGEMENT THE FOLLOWING PRACTICES OCCUR IN REGARD TO THE REVIEW AND APPROVAL OF COMPENSATION FOR THE AGENCY DIRECTOR OF AFFILIA HOME HEALTH: AN INDEPENDENT BOARD REVIEWS COMPARATIVE MARKET DATA FOR SIMILARLY SIZED ORGANIZATIONS AS PROVIDED BY A THIRD PARTY CONSULTANT PRIOR TO TAKING ACTION ON ANY COMPENSATION DECISIONS. MINUTES OF THESE PROCEEDINGS ARE DOCUMENTED FOR FUTURE REFERENCE AND BOARD APPROVAL OCCURS BEFORE DECISIONS ARE IMPLEMENTED. THE POSITION OF AGENCY DIRECTOR IS THE ONLY POSITION CONSIDERED TO BE AN EXECUTIVE LEADER, THEREBY FOLLOWING THE PROCESS NOTED ABOVE. -------------------------------
FORM 990, PART VI, SECTION B, LINE 12A CONFLICT OF INTEREST POLICY IN ORDER TO ASCERTAIN AND EVALUATE ACTUAL OR POTENTIAL CONFLICTS, CERTAIN INTERESTED PERSONS ARE REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT UPON ENTERING EMPLOYMENT OR BECOMING A TRUSTEE OF LANCASTER GENERAL HEALTH OR AN AFFILIATE, AND OTHERS ARE ALSO REQUIRED TO FILL OUT SUCH A STATEMENT ON AN ANNUAL BASIS. IN ADDITION TO THIS REQUIREMENT, ALL OFFICERS AND TRUSTEES, REGARDLESS OF WHETHER OR NOT THEY HAVE FILLED OUT OR HAVE BEEN ASKED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE STATEMENT, HAVE AN ONGOING AFFIRMATIVE DUTY TO BRING TO THE ATTENTION OF LANCASTER GENERAL HEALTH, SITUATIONS WHICH MAY GIVE RISE TO AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST AS DESCRIBED IN THE POLICY. ------------------------------
FORM 990, PART VI, SECTION B, LINE 14 DOCUMENT RETENTION AND DESTRUCTION POLICY THE ORGANIZATION HAS THE POLICIES AND PROCEDURES IN PLACE AS MENTIONED IN FORM 990, PART VI, LINE 14. HOWEVER, THEY ARE NOT CURRENTLY APPROVED BY THE GOVERNING BOARD. ------------------------------
FORM 990, PART VI, SECTION C, LINE 19 REQUIRED DOCUMENTS AVAILABLE TO THE PUBLIC AFFILIA HOME HEALTH DOES NOT MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, OR FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC, AS THEY ARE REQUIRED TO BE INCLUDED WITH FORM 990, SCHEDULE H. -------------------------------
FORM 990, PART VII, SECTION A COMPENSATION OF OFFICERS, DIRECTORS, TRUSTEES THE AFFILIA HOME HEALTH BOARD TERM RUNS JULY 1 TO JUNE 30. THE HOURS NOTED IN COLUMN (B) RELATE TO THE HOURS DEDICATED TO THE FILING ORGANIZATION AND/OR TO OTHER ORGANIZATIONS WITHIN THE LANCASTER GENERAL HEALTH SYSTEM. THE HOURS DISCLOSED RELATE TO TIME SERVED ON A BOARD AND/OR FOR SERVICES PROVIDED RESULTING IN COMPENSATION PAID. MEMBERS OF THE BOARD ARE NOT COMPENSATED FOR THEIR POSITION ON THE BOARD. COMPENSATION DISCLOSED RELATES TO OTHER SERVICES PERFORMED. -------------------------------
FORM 990, PART XI, LINE 9 DETAIL OF OTHER CHANGES IN NET ASSETS RESTRICTED INVESTMENT INCOME $4,722 ------- TOTAL $4,722
FORM 990, PART V, LINE 1A FORMS 1099 THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("TRUSTEES"). THE FORMS 1099 DISTRIBUTED AS PART OF THIS ENTITY'S ACTIVITIES ARE DONE SO THROUGH THE UNIVRSITY HEALTH SYSTEM AND CONSOLIDATED WITH THE TRUSTEES. ------------------------------
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
AFFILIA HOME HEALTH
 
Employer identification number

23-1352572
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income


 		(e)
End-of-year assets


 		(f)
Direct controlling
entity










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section


 		(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled entity?
Yes No
(1)THE LEONARD AND MADLYN ABRAMSON INST
421 CURIE BLVD 450 BRB 11/111

PHILADELPHIA,PA19104
23-2929823 		MED RESEARCH PA 501(C)(3) 4 NA
 
 
No
(2)CARL V S PATTERSON 19 IRR
116 ALLEGHENY CENTER MAIL P8YB3502L

PITTSBURGH,PA15212
23-6415355 		SUPPORT TRUST PA 4947(A)(1) N/A NA
 
 
No
(3)CHESTER COUNTY HOSPITAL & HEALTH SYSTEM
701 E MARSHALL STREET

WEST CHESTER,PA19380
26-4233321 		MGMT SRVCS PA 501(C)(3) 12, I TRUSTEES
 
 
No
(4)CLINICAL CARE ASSOCIATES OF UPHS
250 KING OF PRUSSIA RD 4TH FL

RADNOR,PA19087
23-2729852 		HEALTHCARE PA 501(c)(3) 10 TRUSTEES
 
 
No
(5)LANCASTER GENERAL HEALTH
555 NORTH DUKE STREET

LANCASTER,PA17602
23-2250941 		SUPPORT ORG PA 501(C)(3) 12, II TRUSTEES
 
 
No
(6)LANCASTER GENERAL HEALTH COLUMBIA CENTER
306 NORTH 7TH STREET

COLUMBIA,PA17512
23-0485650 		FACILITY MGMT PA 501(C)(3) 3 LG HOSPITAL
 
 
No
(7)LANCASTER GENERAL HEALTH FOUNDATION
555 NORTH DUKE STREET

LANCASTER,PA17602
20-5767147 		FUNDRAISING PA 501(C)(3) 7 NA
 
 
No
(8)LANCASTER GENERAL HEALTH HOLDINGS
555 NORTH DUKE STREET

LANCASTER,PA17602
20-4943109 		HEALTHCARE PA 501(C)(3) 3 LG HEALTH
 
 
No
(9)LANCASTER GENERAL HOSPITAL
555 NORTH DUKE STREET

LANCASTER,PA17602
23-1365353 		HEALTHCARE PA 501(C)(3) 3 LG HEALTH
 
 
No
(10)LANCASTER GENERAL MEDICAL GROUP
1097 COMMERCIAL AVE

EAST PETERSBURG,PA17520
23-2777286 		HEALTHCARE PA 501(C)(3) 3 LG HEALTH
 
 
No
(11)MORRIS EST LYDIA T DECD TW
6325 S Rainbow Blvd Ste 300

LAS VEGAS,NV89118
23-6210940 		SUPPORT TRUST PA 501(C)(3) 12, III-FI NA
 
 
No
(12)NEIGHBORHOOD HEALTH AGENCIES INC
795 E MARSHALL STREET

WEST CHESTER,PA19380
23-2324782 		NURSING PA 501(C)(3) 12, I CCH&HS
 
 
No
(13)NEIGHBORHOOD LEAGUE HEALTH SERVICES
795 E MARSHALL STREET

WEST CHESTER,PA19380
23-2324787 		HEALTH SRVCS PA 501(C)(3) 10 CCH&HS
 
 
No
(14)NEIGHBORHOOD VISITING NURSE ASSOCIATION
795 E MARSHALL STREET

WEST CHESTER,PA19380
23-1352243 		NURSING PA 501(C)(3) 7 CCH&HS
 
 
No
(15)OAP INC
3451 WALNUT STREET ROOM 748

PHILADELPHIA,PA19104
23-1986931 		SUPPORT ORG PA 501(C)(3) 12, I TRUSTEES
 
 
No
(16)PENN CENTER FOR REHAB AND CARE
3609 CHESTNUT STREET

PHILADELPHIA,PA19104
23-2422635 		HEALTHCARE PA 501(C)(3) 3 PMC
 
 
No
(17)PENN CLUB OF NEW YORK INC
30 WEST 44TH STREET

NEW YORK,NY10036
23-2726687 		CLUB NY 501(c)(7) N/A NA
 
 
No
(18)PENN PRAXIS INC
210 SOUTH 34TH STREET

PHILADELPHIA,PA19104
75-2974931 		SUPPORT ORG PA 501(C)(3) 12, I TRUSTEES
 
 
No
(19)PENNSYLVANIA HOSPITAL OF UPHS
800 SPRUCE STREET

PHILADELPHIA,PA19107
31-1538725 		HEALTHCARE PA 501(C)(3) 3 TRUSTEES
 
 
No
(20)PGH DEVELOPMENT CORP
426 CURIE BLVD

PHILADELPHIA,PA19104
23-2351015 		SUPPORT ORG PA 501(C)(3) 12, I NA
 
 
No
(21)PRESBYTERIAN MEDICAL CENTER OF UPHS
51 NORTH 39TH STREET

PHILADELPHIA,PA19104
23-2810852 		HEALTHCARE PA 501(C)(3) 3 TRUSTEES
 
 
No
(22)THE ASC TRUST OF THE UNIV OF PA
1500 MARKET ST STE 3500E

PHILADELPHIA,PA19102
81-0550464 		BUS. TRUST PA 501(C)(3) 8 NA
 
 
No
(23)CHESTER COUNTY HOSPITAL
701 E MARSHALL STREET

WEST CHESTER,PA19380
23-0469150 		HEALTHCARE PA 501(C)(3) 3 CCH&HS
 
 
No
(24)TRUSTEES OF THE UNIVERSITY OF PENN
3451 WALNUT STREET ROOM 305

PHILADELPHIA,PA19104
23-1352685 		EDUCATION PA 501(C)(3) 2 NA
 
 
No
(25)UNIVERSITY CITY ASSOCIATES INC
3451 WALNUT STREET ROOM 329

PHILADELPHIA,PA19104
23-3021159 		SUPPORT ORG PA 501(C)(3) 12, I TRUSTEES
 
 
No
(26)UNIVERSITY CLUB AT PENN INC
3611 WALNUT STREET

PHILADELPHIA,PA19104
23-6299508 		FAC. CLUB PA 501(C)(3) 12, I TRUSTEES
 
 
No
(27)UPENN INTERNATIONAL
3451 WALNUT STREET SUITE 731

PHILADELPHIA,PA19104
45-4985731 		SUPPORT ORG PA 501(C)(3) 12, I TRUSTEES
 
 
No
(28)UPENN MASTER RETIREMENT TRUST
3451 WALNUT STREET ROOM 305

PHILADELPHIA,PA19104
04-3574136 		RETIRE TRUST PA 501(A) N/A TRUSTEES
 
 
No
(29)UPENN RETIREE BENEFITS TRUST
3451 WALNUT STREET ROOM 329

PHILADELPHIA,PA19104
23-2769744 		BENEFITS PA 501(C)(3) 12, I TRUSTEES
 
 
No
(30)WISSAHICKON HOSPICE OF UPHS
150 MONUMENT ROAD SUITE 300

BALA CYNWYD,PA19004
23-2152662 		HOSPICE CARE PA 501(c)(3) 10 TRUSTEES
 
 
No
(31)PRINCETON HEALTHCARE SYSTEM
ONE PLAINSBORO ROAD

PLAINSBORO,NJ08536
21-0635009 		HEALTHCARE NJ 501(C)(3) 3 PHCS HOLDING
 
 
No
(32)PRINCETON HEALTHCARE SYSTEM FDN INC
ONE PLAINSBORO ROAD

PLAINSBORO,NJ08536
22-2225911 		SUPPORT PHCS NJ 501(C)(3) 7 PHCS HOLDING
 
 
No
(33)PRINCETON HEALTHCARE SYSTEM HOLDING INC
ONE PLAINSBORO ROAD

PLAINSBORO,NJ08536
22-3493256 		SUPPORT ORG NJ 501(C)(3) 12,I TRUSTEES
 
 
No
(34)PRINCETON MEDICAL PROPERTIES INC
ONE PLAINSBORO ROAD

PLAINSBORO,NJ08536
22-0022702 		REAL ESTATE NJ 501(C)(2) N/A PHCS HOLDING
 
 
No
(35)PRINCETON CAREGIVERS INC
ONE PLAINSBORO ROAD

PLAINSBORO,NJ08536
22-2842773 		HOMECARE SVCS NJ 501(C)(3) 3 PHCS HOLDING
 
 
No
(36)PRINCETON HEALTHCARE AFFILIATED PHYS PC
ONE PLAINSBORO ROAD

PLAINSBORO,NJ08536
26-4203938 		HLTHCARE SVCS NJ 501(C)(3) 10 PCHS HOLDING
 
 
No
(37)HAJOCA 3025 INC
3451 WALNUT STREET ROOM 737

PHILADELPHIA,PA19104
84-3379653 		SUPPORT ORG PA 501(C)(3) 12, I TRUSTEES
 
 
No
(38)PENN MEDICINE-PMA
5 ATRIUM 3400 CIVIC CTR BLVD

PHILADELPHIA,PA19104
86-3800365 		HEALTHCARE PA 501(C)(3) 10 CCA
 
 
No
(39)THE HEART GROUP OF LANCASTER GEN HEALTH
217 HARRISBURG AVENUE

LANCASTER,PA17603
30-0634510 		CARDIOLOGY PA 501(C)(3) 3 LG HEALTH
 
 
No
(40)CLINICAL SPECIALTY ASSOCIATES
150 MONUMENT ROAD FL 4TH

BALA CYNWYD,PA19004
33-1617353 		HEALTHCARE PA 501(c)(3) PENDING TRUSTEES
 
 
No
(41)DOYLESTOWN HOSPITAL
595 WEST STATE STREET

DOYLESTOWN,PA18901
23-1352174 		HEALTHCARE PA 501(c)(3) 3 TRUSTEES
 
 
No
(42)DOYLESTOWN HEALTH FOUNDATION
595 WEST STATE STREET

DOYLESTOWN,PA18901
23-2368196 		FUNDRAISING PA 501(c)(3) 7 DH
 
 
No
(43)DOYLESTOWN HEALTH PHYSICIANS
595 WEST STATE STREET

DOYLESTOWN,PA18901
23-2368197 		HEALTHCARE PA 501(c)(3) 12, II DH
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) PDCP 1740 FUND LP

311 S WACKER DRIVE STE 2620
CHICAGO,IL60601
32-0472404 		INVESTMENT IL NA
  		              No  
(2) DVG 1740 FUND LP

ONE FAWCETT PLACE
GREENWICH,CT06830
80-0961539 		INVESTMENT CT NA
  		              No  
(3) EAST MARSHALL STREET PARTNERSHIP LP

701 E MARSHALL STREET
WEST CHESTER,PA19380
23-2902742 		INVESTMENT PA NA
  		              No  
(4) FERN HILL PARTNERSHIP III LP

701 E MARSHALL STREET
WEST CHESTER,PA19380
30-0409614 		RENTAL PA NA
  		              No  
(5) FERN HILL LLC

701 E MARSHALL STREET
WEST CHESTER,PA19380
23-3005147 		RENTAL PA NA
  		              No  
(6) GALLOPAVO LP

4215 WEST LOVERS LANE SUITE 100
DALLAS,TX75209
46-4621967 		INVESTMENT TX NA
  		              No  
(7) LANCASTER PET PARTNERSHIP LLP

PO BOX 4216
LANCASTER,PA17604
23-3102793 		MEDICAL SERVICES PA NA
  		              No  
(8) LG HEALTH COMMUNITY CARE COLLABORATIVE

555 NORTH DUKE STREET
LANCASTER,PA17602
45-5542179 		ACO PA NA
  		              No  
(9) KINGSTOWN 1740 FUND LP

167 MADISON AVE ST 205 1033
NEW YORK,NY10016
84-3119908 		INVESTMENT NY NA
  		              No  
(10) MRI GROUP LLP

PO BOX 4216
LANCASTER,PA17604
33-1011386 		MEDICAL SERVICES PA NA
  		              No  
(11) NEIGHBRHD PRES & DEV FUND LP

240 NEW YORK DR STE 1
FORT WASHINGTON,PA19034
23-3037919 		RENTAL PA NA
  		              No  
(12) OAKLANDS WAY MEDICAL BUILDING ASSOCIATES

701 E MARSHALL STREET
WEST CHESTER,PA19380
83-0490251 		RENTAL PA NA
  		              No  
(13) SRP INVESTORS FUND A LP

2001 ROSS AVE SUITE 400
DALLAS,TX75201
61-1748291 		INVESTMENT TX NA
  		              No  
(14) JOG V C LIMITED PARTNERSHIP

STE 2370 440 2ND AVE SW
CALGARY,ALT2P5E9
CA
INVESTMENT CA NA
  		              No  
(15) TURK'S HEAD SURGERY CENTER LLC

915 OLD FERN HILL ROAD BLDG B
PHILADELPHIA,PA19106
 MEDICAL SERVICES PA NA
  		              No  
(16) CYRUS 1740 MASTER FUND LP

89 NEXUS WAY CAMANA BAY
  GRKY1-9009
CJ
98-1361754 		INVESTMENT CJ NA
  		              No  
(17) JOG VI C LIMITED PARTNERSHIP

STE 2370 440 2ND AVE SW
CALGARY,AL  
CA
INVESTMENT CA NA
  		              No  
(18) LG HEALTH COMMUNITY CARE COLLABORATVE II

555 NORTH DUKE STREET
LANCASTER,PA17602
82-3809581 		ACO PA NA
  		              No  
(19) CYRUS 1740 FUND LP

65 E 55TH STREET 35TH FLOOR
NEW YORK,NY10022
82-1211542 		INVESTMENT NY NA
  		              No  
(20) ST-TO RIBBIT OPPORTUNITY V LLC

364 UNIVERSITY AVENUE
PALO ALTO,CA94301
84-1814102 		INVESTMENT CA NA
  		              No  
(21) UNIVERSA BLACK SWAN PROTECTION PROTOCOL

2601 S BAYSHORE DR SUITE 2030
MIAMI,FL33133
85-2143048 		INVESTMENT FL NA
  		              No  
(22) AXIS UKA GP LLC

240 NEW YORK DRIVE SUITE 1
FORT WASHINGTON,PA19034
27-3617178 		INVESTMENT PA NA
  		              No  
(23) LIFT REAL ESTATE PARTNERS FUND II LP

180 SUTTER STREET SUITE 400
SAN FRANCISCO,CA94104
84-4983190 		INVESTMENT CA NA
  		              No  
(24) BEXP II (PARALLEL) LP

5914 W COURTYARD DRIVE
AUSTIN,TX78730
87-3188834 		INVESTMENT TX NA
  		              No  
(25) FORERUNNER BUILDERS F-G LP

ONE LETTERMAN DR BLDG C SUITE C5
SAN FRANCISCO,CA94129
87-3427543 		INVESTMENT CA NA
  		              No  
(26) GCM CARRIAGE SPV LP

250 WEST 55TH STREET 36TH FLOOR
NEW YORK,NY10019
87-2075062 		INVESTMENT NY NA
  		              No  
(27) INITIALIZED CBH SPV LLC

464 TEHAMA STREET
SAN FRANCISCO,CA94103
87-1123527 		INVESTMENT CA NA
  		              No  
(28) SAILINGSTONE GLOBAL NATURAL RESOURCES

100 WAUGH DRIVE SUITE 600
HOUSTON,TX77007
37-1770014 		INVESTMENT TX NA
  		              No  
(29) AUSTIN 512 LP

914 W COURTYARD DRIVE SUITE 340
AUSTIN,TX78730
92-1329561 		INVESTMENT TX NA
  		              No  
(30) BLACKSTONE REAL ESTATE PARTNERS VIITE5

C/O THE BLACKSTONE GROUP 345 PARK A
NEW YORK,NY10154
80-0815880 		INVESTMENT NY NA
  		              No  
(31) KEYFRAME 1740 FUND LP

65 E 55TH STREET 35TH FLOOR
NEW YORK,NY10022
88-3210105 		INVESTMENT NY NA
  		              No  
(32) LIFT REAL ESTATE PARTNERS FUND III LP

180 SUTTER STREET SUITE 400
SAN FRANCISCO,CA94104
87-2869560 		INVESTMENT CA NA
  		              No  
(33) NEUBERGER BERMAN HEDGED CRYPTOCURRENCY

1290 AVENUE OF THE AMERICAS 22ND F
NEW YORK,NY10104
87-1241085 		INVESTMENT NY NA
  		              No  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
 		(b)
Primary activity
 		(c)
Legal
domicile
(state or foreign
country)
 		(d)
Direct controlling
entity
 		(e)
Type of entity
(C corp, S corp,
or trust) 		(f)
Share of total income
 		(g)
Share of end-of-year
assets
 		(h)
Percentage
ownership
 		(i)
Section 512(b)(13) controlled entity?
Yes No
(1) CLINICAL HEALTH CARE ASSOC OF NJ PC

250 KING OF PRUSSIA RD 4TH FL
RADNOR,PA19087
23-2865181 		PHYS MGMT PA CCA
  		C-CORP         No
(2) DELANCEY CORPORATION

800 SPRUCE STREET
PHILADELPHIA,PA19106
23-2060159 		RENTAL PA PA HOSPITAL
  		C-CORP         No
(3) FRANKLIN CASUALTY INSURANCE CO

PO BOX 530
BURLINGTON,VT05402
04-3378984 		INSURANCE VT TRUSTEES
  		C-CORP         No
(4) NAYA 1740 FUND LTD

PO BOX 309
UGLAND HOUSE,GRAND CAYMANKY1-1104
CJ
INVESTMENTS CJ TRUSTEES
  		C-CORP         No
(5) PENN WHARTON CONSULTING (BEIJING) CO LTD

CHINA WORLD TOWER 1 14F
CHAOYANG DIST,BEIJING100004
CH
BUS. CONSULTING CH UPENN INT'L
  		C-CORP         No
(6) UPENN HOSPITALITY INC

3401 WALNUT STREET SUITE 440A
PHILADELPHIA,PA19104
23-3076589 		HOTEL/RESTAURANT PA TRUSTEES
  		C-CORP         No
(7) QUAKER INSURANCE COMPANY LTD

VICTORIA STREET PO BOX HM 1826
VICTORIA HALL   HM HX
BD
30-0708282 		SELF-INSURANCE BD TRUSTEES
  		C-CORP         No
(8) THE PAM 1740 FUND LTD

PO BOX 309
UGLAND HOUSE,GRAND CAYMANKYI-1104
CJ
INVESTMENTS CJ TRUSTEES
  		C-CORP         No
(9) TURK'S HEAD HEALTH SERVICES INC

701 E MARSHALL STREET
WEST CHESTER,PA19380
23-2329753 		MEDICAL SERVICES PA CCH&HS
  		C-CORP         No
(10) ACRM 1740 FUND LTD

27 HOSPITAL ROAD
  GRAND CAYMANKY1-9008
CJ
INVESTMENTS CJ TRUSTEES
  		C-CORP         No
(11) PRINCETON HEALTH INC & SUBS

ONE PLAINSBORO ROAD
PLAINSBORO,NJ08536
22-3450093 		MEDICAL SERVICES NJ PHCS HOLDING
  		C-CORP         No
(12) PHI PHARMACY INC

ONE PLAINSBORO ROAD
PLAINSBORO,NJ08536
22-3467899 		INACTIVE NJ PHCS HOLDING
  		C-CORP         No
(13) PENN MEDICINE LONDON LIMITED

VISTRA SUITE 2 FIRST FLOOR
TEMPLE BACK,BRISTOLBS1 6FL
UK
NETWORKING UK UPENN INT'L
  		LIMITED COMPANY         No
(14) CYRUS 1740 FUND LTD

89 NEXUS WAY CAMANA BAY
GRAND CAYMAN,CAYMAN ISLANDS  
CJ
98-1361907 		INVESTMENTS CJ TRUSTEES
  		LIMITED COMPANY         No
(15) CLINICAL HEALTHCARE ASSOC OF NJ SP PC

150 MONUMENT ROAD FL 4TH
BALA CYNWYD,PA19004
33-1946468 		PHYS MGMT PA CCA
  		C-CORP         No
(16) COVERED BRIDGE RECIP RISK RETENTION GRP

146 FAIRCHILD STREET STE 135
CHARLESTON,SC29492
87-1236417 		FINANCIAL VEHICLE SC DH
  		C-CORP         No
(17) DH PHYSICIANS AMBULATORY SERVICES

595 WEST STATE STREET
DOYLESTOWN,PA18901
81-2885619 		MEDICAL SERVICES PA DHP
  		C-CORP         No
(18) FRANKLIN HOLDINGS 1740 FUND LTD

PO BOX 309
GEORGE TOWN,GRAND CAYMANKY1-1104
CJ
INVESTMENTS CJ TRUSTEES
  		LIMITED COMPANY         No
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization 		(b)
Transaction
type (a-s) 		(c)
Amount involved 		(d)
Method of determining amount involved





Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations? 		(f)
Share of total income




 		(g)
Share of
end-of-year
assets 		(h)
Disproprtionate allocations? 		(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065) 		(j)
General or
managing
partner? 		(k)
Percentage
ownership
Yes No Yes No Yes No






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
SCHEDULE R, PART V, LINE 2 TRANSACTIONS WITH RELATED ORGANIZATIONS ALL ARRANGEMENTS ARE NEGOTIATED AT ARM'S LENGTH AND FOR FAIR VALUE IN COMPLIANCE WITH THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. AFFILIATES PERFORM INTER-COMPANY TRANSACTIONS AS PART OF THE NORMAL COURSE OF BUSINESS.
Schedule R (Form 990) (Rev. 1-2025)

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