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← PENNSYLVANIA ASSOCIATION OF NON PROFIT HOMES FOR THE AGING

Form 990 for tax year 2022

Filed by PENNSYLVANIA ASSOCIATION OF NON PROFIT HOMES FOR THE AGING.

Totals

Total revenue
$1,079,655
Total expenses
$1,428,670
Contributions and grants received
$7,962
Grants paid
$131,000
Program service revenue
$868,295
Investment income
$125,723
Other revenue
$77,675
Total assets, end of year
$5,436,736
Total liabilities, end of year
$771,361
Net assets or fund balances, end of year
$4,665,375
Program services expenses (Part IX)
$1,250,905
Management and general expenses
$177,765
Fundraising expenses
$0
Program service expenses (Part III)
$1,250,905

Program services were 87.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $6,275

  • 1f · All other contributions, gifts and grants

    $1,687

  • 2a · Program service revenue: EDUCATIONAL SEMINARS

    total $786,820 · related or exempt $786,820

  • 2b · Program service revenue: QUALIFIED SPONSORSHIPS

    total $45,475 · related or exempt $45,475

  • 2c · Program service revenue: FELLOWSHIP IN LEADERSH

    total $36,000 · related or exempt $36,000

  • 3 · Investment income

    total $86,178 · excluded $86,178

  • 6a · Gross rents

    real property $289,968

  • 6b · Less rental expenses

    real property $211,524

  • 6c · Rental income or loss

    real property $78,444

  • 6d · Net rental income or loss

    total $78,444 · related or exempt -$33,924 · unrelated business $112,368

  • 7a · Gross sales of assets other than inventory

    securities $39,545

  • 7b · Less cost or other basis and sales expenses

    securities $0

  • 7c · Gain or loss

    securities $39,545

  • 7d · Net gain or loss

    total $39,545 · excluded $39,545

  • 8a · Fundraising events: gross income

    $16,060

  • 8a · Fundraising events: contributions included on line 1c

    $6,275

  • 8b · Fundraising events: direct expenses

    $16,829

  • 8c · Net income from fundraising events

    total -$769 · excluded -$769

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,000 · program services $50,000

  • 2 · Grants to domestic individuals

    total $81,000 · program services $81,000

  • 11a · Fees: management

    total $144,800 · management and general $144,800

  • 11b · Fees: legal

    total $14,914 · management and general $14,914

  • 11f · Fees: investment management

    total $18,051 · management and general $18,051

  • 11g · Fees: other

    total $5,900 · program services $5,900

  • 12 · Advertising and promotion

    total $759 · program services $759

  • 13 · Office expenses

    total $8,610 · program services $8,610

  • 14 · Information technology

    total $8,994 · program services $8,994

  • 16 · Occupancy

    total $24 · program services $24

  • 17 · Travel

    total $31,889 · program services $31,889

  • 19 · Conferences, conventions and meetings

    total $1,063,729 · program services $1,063,729

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $26,130 · end of year $44,310

  • 4 · Accounts receivable

    beginning of year $6,050 · end of year $3,603

  • 9 · Prepaid expenses and deferred charges

    beginning of year $59,940 · end of year $99,942

  • 10a · Land, buildings and equipment: cost or other basis

    $3,542,240

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,241,610

  • 10c · Land, buildings and equipment, net

    beginning of year $1,073,881 · end of year $1,300,630

  • 11 · Investments: publicly traded securities

    beginning of year $4,941,717 · end of year $3,988,251

  • 15 · Other assets

    beginning of year $18,826 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $22,026 · end of year $36,703

  • 19 · Deferred revenue

    beginning of year $130,234 · end of year $200,188

  • 25 · Other liabilities

    beginning of year $0 · end of year $534,470

  • 27 · Net assets without donor restrictions

    beginning of year $5,884,483 · end of year $4,608,981

  • 28 · Net assets with donor restrictions

    beginning of year $89,801 · end of year $56,394

Mission and programs · 2022

Mission

TO SUPPORT AND PROMOTE THE OPERATIONS AND ACTIVITIES OF LEADINGAGE PA AND ITS MEMBER ORGANIZATIONS, AND TO PROVIDE EDUCATION AND TRAINING TO SENIOR SERVICES PROVIDERS AND THEIR PERSONNEL.

Activities or mission (Part I)

THE PROVISION OF EDUCATION AND TRAINING PROGRAMS, AND THE SUPPORT AND PROMOTION OF THE OPERATIONS AND ACTIVITIES OF LEADINGAGE PA.

  • PANPHA PROVIDES FINANCIAL AND OPERATIONAL SUPPORT TO ITS CONTROLLING ENTITY, LEADINGAGE PA, AN ASSOCIATION SERVING NON-PROFIT PROVIDERS OF SENIOR SERVICES IN PENNSYLVANIA. PANPHA PROVIDES FINANCIAL SUPPORT TO LEADINGAGE PA THROUGH THE FUNDING OF EDUCATIONAL PROGRAMMING GRANTS THAT DEFRAY THE COSTS OF LEADINGAGE PA'S ANNUAL CONFERENCE, WEBINARS AND OTHER EVENTS. ADDITIONALLY, PANPHA AWARDED $81,000 OF SCHOLARSHIPS TO LEADINGAGE PA MEMBERS' PERSONNEL TO PROMOTE CAREERS IN LONG-TERM CARE. PANPHA ALSO PROVIDES SUPPORT TO LEADINGAGE PA THROUGH THE PROVISION OF OFFICE SPACE AND MEETING FACILITIES.COMMENCING IN 2019, PANPHA EXPANDED ITS SERVICES BY OFFERING EDUCATIONAL PROGRAMMING AND LEADERSHIP TRAINING TO THE LEADINGAGE PA MEMBERS AND OTHER INDIVIDUALS WORKING IN THE LONG-TERM CARE INDUSTRY.

    Expenses $1,250,905 · Grants $131,000 · Revenue $834,371

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James Pieffer

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Vicki Loucks

    CHAIR ELECT

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Chris Wright

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1.5 related

  • Debra Larkin

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Jeremy Neely

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • Gary Pezzano

    PRESIDENT/CEO

    Total calculated
    $212,145
    From this org
    $0
    From related orgs
    $192,449
    Other
    $19,696
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $186,449 related
    Bonus
    $0 + $6,000 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,696 related
    Filer's total
    $0 + $212,145 related

  • Randy Sheaffer

    SVP FINANCE & ADMINISTRATION

    Total calculated
    $170,048
    From this org
    $0
    From related orgs
    $138,633
    Other
    $31,415
    Hours/week
    1 + 37.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $136,633 related
    Bonus
    $0 + $2,000 related
    Other
    $0
    Deferred
    $0 + $8,644 related
    Nontaxable benefits
    $0 + $22,771 related
    Filer's total
    $0 + $170,048 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEES, IT UTILIZES THE SERVICES OF EMPLOYEES OF ITS RELATED PARTY, LEADINGAGE PA. THE ORGANIZATION REIMBURSES THE RELATED PARTY FOR TIME EXPENDED. LEADINGAGE PA USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • KAIROS HEALTH SYSTEMS INC

    C · HEALTHCARE · DE

Provenance

Return type
form_990
Tax year
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202303139349304580

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