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Nonprofiteer
← TOWER HEALTH AT HOME

Form 990 for tax year 2023

Filed by TOWER HEALTH AT HOME.

Totals

Total revenue
$18,083,752
Total expenses
$19,753,427
Contributions and grants received
$558,621
Grants paid
$0
Program service revenue
$17,196,959
Investment income
$85,971
Other revenue
$242,201
Total assets, end of year
$6,513,510
Total liabilities, end of year
$5,733,514
Net assets or fund balances, end of year
$779,996
Program services expenses (Part IX)
$16,101,647
Management and general expenses
$3,651,780
Fundraising expenses
$0
Program service expenses (Part III)
$16,101,647

Program services were 81.5% 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.

  • 1a · Federated campaigns

    $358,521

  • 1f · All other contributions, gifts and grants

    $200,100

  • 2a · Program service revenue: PATIENT CHARGES

    total $17,196,959 · related or exempt $17,196,959

  • 3 · Investment income

    total $85,971 · excluded $85,971

  • 11a · Other revenue: OTHER REVENUE

    total $242,201 · related or exempt $242,201

  • 11e · Other revenue, total

    $242,201

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $555,862 · management and general $555,862

  • 7 · Other salaries and wages

    total $10,288,285 · program services $9,618,209 · management and general $670,076

  • 8 · Pension plan contributions

    total $354,595 · program services $315,790 · management and general $38,805

  • 9 · Other employee benefits

    total $2,628,566 · program services $2,380,109 · management and general $248,457

  • 10 · Payroll taxes

    total $785,977 · program services $699,963 · management and general $86,014

  • 11g · Fees: other

    total $1,570,243 · program services $1,398,402 · management and general $171,841

  • 12 · Advertising and promotion

    total $1,299 · program services $1,157 · management and general $142

  • 13 · Office expenses

    total $72,992 · program services $68,407 · management and general $4,585

  • 16 · Occupancy

    total $400,092 · program services $356,304 · management and general $43,788

  • 17 · Travel

    total $367,132 · program services $326,953 · management and general $40,179

  • 20 · Interest

    total -$136,775 · program services -$121,806 · management and general -$14,969

  • 22 · Depreciation, depletion and amortization

    total $179,314 · program services $159,692 · management and general $19,622

  • 23 · Insurance

    total $7,786 · program services $6,934 · management and general $852

  • 24a · Other expenses: CORPORATE ALLOCATION EXP

    total $1,462,716 · management and general $1,462,716

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $497,362 · program services $497,362

  • 24c · Other expenses: REPAIRS & MAINTENANCE

    total $456,432 · program services $406,482 · management and general $49,950

  • 24d · Other expenses: DONATION EXPENSE

    total $275,377 · management and general $275,377

  • 24e · All other expenses

    total -$13,828 · program services -$12,311 · management and general -$1,517

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $796,523

  • 4 · Accounts receivable

    beginning of year $2,430,086 · end of year $2,565,970

  • 8 · Inventories for sale or use

    beginning of year $10,227 · end of year $10,227

  • 9 · Prepaid expenses and deferred charges

    beginning of year $120,026 · end of year $54,661

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

    $8,311,007

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

    $6,833,120

  • 10c · Land, buildings and equipment, net

    beginning of year $976,156 · end of year $1,477,887

  • 11 · Investments: publicly traded securities

    beginning of year $1,556,086 · end of year $1,462,380

  • 15 · Other assets

    beginning of year $1,317,993 · end of year $942,385

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,429,140 · end of year $1,582,259

  • 19 · Deferred revenue

    beginning of year $281,406 · end of year $242,321

  • 25 · Other liabilities

    beginning of year $3,198,506 · end of year $3,908,934

  • 27 · Net assets without donor restrictions

    beginning of year $1,419,387 · end of year -$285,213

  • 28 · Net assets with donor restrictions

    beginning of year $878,658 · end of year $1,065,209

Mission and programs · 2023

Mission

TO PROVIDE HEALTH AND SOCIAL SERVICES APPROPRIATE TO MEET THE NEEDS OF INDIVIDUALS AND FAMILIES AT THEIR PLACE OF RESIDENCE.

Activities or mission (Part I)

PROVIDE HEALTH/SOCIAL SERVICES TO MEET THE NEEDS OF INDIVIDUALS AND FAMILIES AT THEIR RESIDENCE.

  • TOWER HEALTH AT HOME PROVIDED 23,245 THERAPY VISITS TO HOME HEALTH PATIENTS IN THEIR PLACE OF RESIDENCE. THE ORGANIZATION OFFERS PHYSICIAL, OCCUPATIONAL, AND SPEECH THERAPY AS NEEDED.

    Expenses $7,658,718 · Revenue $8,317,028

  • TOWER HEALTH AT HOME PROVIDED 32,462 SKILLED NURSING VISITS TO THE HOME HEALTH AND HOSPICE PATIENTS OF ALL AGES IN THEIR HOMES.

    Expenses $7,041,899 · Revenue $7,600,652

  • OTHER DIRECT SERVICES INCLUDE: MEDICAL SOCIAL WORKERS WHO PROVIDE FINANCIAL COUNSELING AS WELL AS ASSIST THE ELDERLY WITH MAKING SURE THEY HAVE ACCESS TO PROGRAMS THEY NEED FOR DAILY LIVING; AND PARA PROFESSIONALS MADE UP OF HOME HEALTH AIDES, DIETITIANS AND TELEHEALTH STAFF WHO PROVIDE SERVICES TO PATIENTS THAT INCLUDE BATHING AND DAILY ACTIVITY ASSISTANCE, NUTRITION CONSULTATIONS AND OTHER UNSKILLED SERVICES. TOTAL VISITS 6,752

    Expenses $1,401,030 · Revenue $1,521,480

As filed on the 2023 return.

Listed in Part VII

  • Daniel Ahern

    THAH CHAIR

    Total calculated
    $1,422,137
    From this org
    $0
    From related orgs
    $1,213,790
    Other
    $208,347
    Hours/week
    0.5 + 50.1 related

    Schedule J breakdown matched by us

    Base
    not reported + $675,733 related
    Bonus
    not reported + $355,861 related
    Other
    not reported + $182,196 related
    Deferred
    not reported + $181,008 related
    Nontaxable benefits
    not reported + $27,339 related
    Filer's total
    not reported + $1,422,137 related

  • Charles Barbera MD

    THAH SECRETA

    Total calculated
    $1,098,025
    From this org
    $0
    From related orgs
    $888,651
    Other
    $209,374
    Hours/week
    0.5 + 50.1 related

    Schedule J breakdown matched by us

    Base
    not reported + $686,206 related
    Bonus
    not reported + $140,001 related
    Other
    not reported + $62,444 related
    Deferred
    not reported + $182,450 related
    Nontaxable benefits
    not reported + $26,924 related
    Filer's total
    not reported + $1,098,025 related

  • Therese Sucher

    BOARD MEM TE

    Total calculated
    $782,812
    From this org
    $0
    From related orgs
    $766,755
    Other
    $16,057
    Hours/week
    0.5 + 50.1 related

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $766,755 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $16,057 related
    Filer's total
    not reported + $782,812 related

  • William Dunstan

    THAH CEO

    Total calculated
    $363,508
    From this org
    $345,861
    From related orgs
    $0
    Other
    $17,647
    Hours/week
    50 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $262,077
    Bonus
    $53,040
    Other
    $30,744
    Deferred
    $7,976
    Nontaxable benefits
    $9,671
    Filer's total
    $363,508

  • Mary Agnew

    BOARD MEM TE

    Total calculated
    $273,382
    From this org
    $0
    From related orgs
    $264,206
    Other
    $9,176
    Hours/week
    0.5 + 50.1 related

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $264,206 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $9,176 related
    Filer's total
    not reported + $273,382 related

  • Sheila Baublitz

    THAH CNO

    Total calculated
    $217,466
    From this org
    $200,315
    From related orgs
    $0
    Other
    $17,151
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $166,018
    Bonus
    $33,663
    Other
    $634
    Deferred
    $7,069
    Nontaxable benefits
    $10,082
    Filer's total
    $217,466

  • Kevin Scott

    THAH TREASUR

    Total calculated
    $192,361
    From this org
    $165,982
    From related orgs
    $0
    Other
    $26,379
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $165,641
    Bonus
    not reported
    Other
    $341
    Deferred
    $5,950
    Nontaxable benefits
    $20,429
    Filer's total
    $192,361

  • Robert McMurtrie Do

    BOARD MEM TE

    Total calculated
    $165,605
    From this org
    $0
    From related orgs
    $160,253
    Other
    $5,352
    Hours/week
    0.5 + 50.1 related

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $160,253 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $5,352 related
    Filer's total
    not reported + $165,605 related

  • Traci Rahn

    THAH RN

    Total calculated
    $140,970
    From this org
    $118,859
    From related orgs
    $0
    Other
    $22,111
    Hours/week
    40

  • Michelle Hummell

    THAH CLINICA

    Total calculated
    $137,285
    From this org
    $114,762
    From related orgs
    $0
    Other
    $22,523
    Hours/week
    40

  • Laura Ferrara

    THAH RN

    Total calculated
    $136,689
    From this org
    $112,768
    From related orgs
    $0
    Other
    $23,921
    Hours/week
    40

  • Heather Speece

    THAH RN

    Total calculated
    $134,839
    From this org
    $114,913
    From related orgs
    $0
    Other
    $19,926
    Hours/week
    40

  • Joanne Judge

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 related

  • Christopher Turtell

    THAH VICE CH

    Total calculated
    $0
    Hours/week
    0.5 + 0.1 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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 4
DANIEL AHERN 0 165,196 0 CHARLES BARBERA, MD 0 55,106 0 THERESE SUCHER 771,494 0 0 WILLIAM DUNSTAN 0 27,452 0 MARY AGNEW 266,913 0 0 ROBERT MCMURTRIE, DO 161,832 0 0
SCHEDULE J, PAGE 1, PART I, LINE 7
THE RETENTION BONUS WAS APPROVED BY THE BOARD OF DIRECTORS OF THE SUPPORTING ORGANIZATION TOWER HEALTH. TOWER HEALTH USES RETENTION BONUSES FOR KEY EXECUTIVES AS ONE WAY TO ENSURE CONTINUITY OF LEADERSHIP AS THE HEALTH SYSTEM NAVIGATES ITS ORGANIZATION TURNAROUND AND FULFILLS ITS MISSION IN A CHALLENGING ENVIRONMENT FOR HEALTHCARE PROVIDERS. THE DETAILS OF INDIVIDUAL EXECUTIVE RETENTION BONUSES ARE DEVELOPED WITH OVERSIGHT BY THE TOWER HEALTH BOARD OF DIRECTORS COMPENSATION COMMITTEE AND ARE APPROVED BY THE FULL TOWER HEALTH BOARD. AS IN ALL MATTERS OF EXECUTIVE COMPENSATION, THE BOARD RELIES ON MARKET DATA AND OUTSIDE EXPERTISE TO ENSURE ITS RETENTION BONUS PROGRAM IS CONSISTENT WITH INDUSTRY STANDARDS. DAN AHERN 355,861.00 CHARLES BARBERA, MD 140,000.64 WILLIAM DUNSTAN 53,040.00 SHEILA BAUBLITZ 33,663.00
SCHEDULE J, PART III
THE AMOUNTS IDENTIFIED AS NON-QUALIFIED ARE 457(F) PAYOUTS THAT WERE ACCRUED IN PRIOR YEARS. THESE AMOUNTS WERE REPORTED ON SCHEDULE J, PART II, COLUMN (B)(III). PART I, LINE 4B TERMS AND CONDITIONS OF PARTICIPATION IN THE SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN: THE 457(F) PLAN IS A TAX-DEFERRED RETIREMENT PLAN CONSISTING OF EMPLOYER CONTRIBUTIONS THAT ARE DESIGNED TO HELP SUPPLEMENT THE RETIREMENT SAVINGS FOR KEY EMPLOYEES. THE EMPLOYEE IS IMMEDIATELY ELIGIBLE TO RECEIVE TOWER HEALTH CONTRIBUTIONS TO THE 457(F) DEFERRED COMPENSATION PLAN. THE EMPLOYEE MUST BE EMPLOYED ON DECEMBER 31ST TO RECEIVE THE EMPLOYER CONTRIBUTION FOR THAT PLAN YEAR. THE EMPLOYEE SHALL BECOME 100% VESTED IN THE EMPLOYER CONTRIBUTION FOR THAT PLAN YEAR THREE YEARS AFTER THE CONTRIBUTION HAS BEEN MADE TO THE ACCOUNT. THE EMPLOYEE WILL ALSO BECOME 100% VESTED IN ALL EMPLOYER CONTRIBUTIONS: 1) UPON ATTAINING THE AGE 65 WHILE STILL EMPLOYED BY TOWER HEALTH 2) DUE TO DEATH OR DISABILITY 3) UPON TERMINATION OF EMPLOYMENT WITHOUT CAUSE

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.

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 partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • READING - UPMC JOINT VENTURE LLC

    HEALTHCARE · PA

    Directly controlled by NA

Related corporations and trusts

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

  • TOWER HEALTH PPO

    C CORP · PPO · PA

    Directly controlled by RDG HOSP

  • MEDICUS RECOURCE MANAGEMENT

    C CORP · CM REVIEW · PA

    Directly controlled by TH PPO

  • TOWER HEALTH RECIPROCAL RISK

    C CORP · INSURANCE · SC

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.0
Source object
202423179349301842

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