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← FOUNDATION FOR EXCELLENCE IN LONG TERM CARE

Form 990 for tax year 2023

Filed by FOUNDATION FOR EXCELLENCE IN LONG TERM CARE.

Totals

Total revenue
$395,115
Total expenses
$492,615
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$395,115
Investment income
$0
Other revenue
$0
Total assets, end of year
$10,758
Total liabilities, end of year
$96,642
Net assets or fund balances, end of year
-$85,884
Program services expenses (Part IX)
$492,615
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$492,615

Program services were 100.0% 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.

  • 2a · Program service revenue: ANNUAL MEETINGS AND CONFERENCES

    total $395,115 · related or exempt $395,115

Functional expenses

Part IX, the statement of functional expenses.

  • 13 · Office expenses

    total $10,468 · program services $10,468

  • 17 · Travel

    total $968 · program services $968

  • 19 · Conferences, conventions and meetings

    total $481,179 · program services $481,179

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $4,401 · end of year $7,258

  • 4 · Accounts receivable

    beginning of year $7,215 · end of year $3,500

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $96,642

  • 27 · Net assets without donor restrictions

    beginning of year $11,616 · end of year -$85,884

Mission and programs · 2023

Mission

PHCA FOUNDATION'S PRIMARY MISSION IS TO PROVIDE EDUCATIONAL CONTENT AND PROGRAMS TO THE MEMBERSHIP OF PENNSYLVANIA HEALTH CARE ASSOCIATION AND OTHERS WITHIN THE LONG TERM CARE COMMUNITY.

Activities or mission (Part I)

THE FOUNDATION FOR EXCELLENCE IN LONG TERM CARE, D/B/A THE "PHCA FOUNDATION" WAS ESTABLISHED IN 1993 AS A CHARITABLE ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE TO COLLECT FUNDS FROM GIFTS AND DONATIONS. THE PROCEEDS OF THE PHCA FOUNDATION ARE TO BE UTILIZED FOR THE EDUCATIONAL PURPOSES AND FOR FUNDING PROGRAMS AND PROJECTS TO ENHANCE THE QUALITY OF LIFE FOR THOSE INDIVIDUALS IN NEED OF LONG-TERM CARE SERVICES AS WELL AS TO ASSIST INDIVIDUALS WHO WISH TO PURSUE OR HAVE A CAREER IN LONG-TERM CARE TO THE BENEFIT OF PENNSYLVANIA'S VULNERABLE SENIORS.

  • PHCA FOUNDATION CONDUCTED EDUCATIONAL PROGRAMS AND CONFERENCES/MEETINGS TO THE MEMBERSHIP OF PHCA AND OTHERS SERVING THE LONG TERM CARE INDUSTRIES IN PENNSYLVANIA.

    Expenses $492,615 · Revenue $395,115

As filed on the 2023 return.

Listed in Part VII

  • Zachary Shamberg

    PRESIDENT & CEO

    Total calculated
    $493,010
    From this org
    $0
    From related orgs
    $455,000
    Other
    $38,010
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $350,000 related
    Bonus
    $0 + $105,000 related
    Other
    $0
    Deferred
    $0 + $30,443 related
    Nontaxable benefits
    $0 + $7,567 related
    Filer's total
    $0 + $493,010 related

  • Steven Tack

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Bill Weisberg

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Kerri Romes

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 1 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 OFFICERS OF THE BOARD OF DIRECTORS OF PENNSYLVANIA HEALTH CARE ASSOCIATION REVIEW BOTH THE PERFORMANCE OF THE CEO AS WELL AS COMPARISON DATA OF SALARY AND BENEFITS OF OTHER CEO'S OF AFFILIATES OF THE AMERICAN HEALTH CARE ASSOCIATION IN THE DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO OF THE PENNSYLVANIA HEALTH CARE ASSOCIATION, AN AFFILIATED ENTITY OF THE FOUNDATION.

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

No itemized grants to organizations 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.

Provenance

Return type
form_990
Tax year
2023
Filed
25 October 2024
IRS schema version
2023v5.1
Source object
202412999349301706

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