Form 990 for tax year 2022
Filed by PENNSYLVANIA HEALTH CARE ASSOCIATION.
Totals
- Total revenue
- $2,662,229
- Total expenses
- $2,641,568
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $2,593,115
- Investment income
- $9,694
- Other revenue
- $59,420
- Total assets, end of year
- $5,546,554
- Total liabilities, end of year
- $1,275,975
- Net assets or fund balances, end of year
- $4,270,579
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
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: MEMBERSHIP DUES
total $2,476,565 · related or exempt $2,476,565
-
2b · Program service revenue: EDUCATION PROGRAMS
total $116,550 · related or exempt $116,550
-
3 · Investment income
total $9,694 · excluded $9,694
-
11a · Other revenue: MISCELLANEOUS
total $59,420 · related or exempt $36,691 · unrelated business $22,729
-
11e · Other revenue, total
$59,420
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $485,316
-
7 · Other salaries and wages
total $898,232
-
8 · Pension plan contributions
total $65,316
-
9 · Other employee benefits
total $68,121
-
10 · Payroll taxes
total $95,068
-
11b · Fees: legal
total $76,426
-
11c · Fees: accounting
total $83,669
-
12 · Advertising and promotion
total $232,358
-
13 · Office expenses
total $92,577
-
14 · Information technology
total $63,286
-
16 · Occupancy
total $65,495
-
17 · Travel
total $21,010
-
19 · Conferences, conventions and meetings
total $72,155
-
22 · Depreciation, depletion and amortization
total $16,421
-
23 · Insurance
total $16,401
-
24a · Other expenses: CONSULTING FEES
total $134,900
-
24b · Other expenses: REFRESHMENTS
total $26,577
-
24c · Other expenses: RESEARCH
total $24,000
-
24d · Other expenses: GIFTS AND RECOGNITION
total $4,084
-
24e · All other expenses
total $100,156
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,409,165 · end of year $1,521,805
-
4 · Accounts receivable
beginning of year $34,849 · end of year $186,616
-
9 · Prepaid expenses and deferred charges
beginning of year $38,131 · end of year $31,908
-
10a · Land, buildings and equipment: cost or other basis
$1,511,790
-
10b · Land, buildings and equipment: accumulated depreciation
$1,291,645
-
10c · Land, buildings and equipment, net
beginning of year $234,658 · end of year $220,145
-
11 · Investments: publicly traded securities
beginning of year $4,155,984 · end of year $3,585,577
-
15 · Other assets
beginning of year $7,693 · end of year $503
-
17 · Accounts payable and accrued expenses
beginning of year $439,392 · end of year $510,410
-
19 · Deferred revenue
beginning of year $1,469,286 · end of year $758,350
-
25 · Other liabilities
beginning of year $106,867 · end of year $7,215
-
27 · Net assets without donor restrictions
beginning of year $4,864,935 · end of year $4,270,579
Mission and programs · 2022
Mission
ADVOCATE FOR COMPASSIONATE, QUALITY LONG-TERM AND POST ACUTE CARE FOR PENNSYLVANIA'S ELDERLY AND DISABLED RESIDENTS BY PROVIDING INFORMATION, EDUCATION AND ADVOCACY DESIGNED TO ENHANCE QUALITY FOR THOSE RESIDING OR RECUPERATING IN MEMBER FACILITIES.
Activities or mission (Part I)
HEALTHCARE SERVICE PROGRAMS
-
PHCA OPERATES HEALTHCARE SERVICE PROGRAMS SUCH AS EDUCATION CONFERENCES AND TRAINING. APPROXIMATELY 100% OF THE MEMBERSHIP IS SERVED BY THESE PROGRAMS.
As filed on the 2022 return.
Listed in Part VII
-
Zachary ShambergZACHARY SHAMBERG
PRESIDENT & CEO
- Total calculated
- $485,316
- From this org
- $450,000
- From related orgs
- $0
- Other
- $35,316
- Hours/week
- 40 + 1 related
Schedule J breakdown matched by us
- Base
- $350,000
- Bonus
- $100,000
- Other
- $0
- Deferred
- $28,157
- Nontaxable benefits
- $7,159
- Filer's total
- $485,316
-
Steven TackSTEVEN TACK
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
R Sean BuckmanR SEAN BUCKMAN
IMMEDIATE PAST CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
Aaron PraetzelAARON PRAETZEL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
Rita MaherRITA MAHER
SECRETARY/TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
Ed BallietED BALLIET
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jenna BaumanJENNA BAUMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nadine BeersNADINE BEERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Don BrenemanDON BRENEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim CooneyJIM COONEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer DrescherJENNIFER DRESCHER
AL/PC CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Marc FeldmanMARC FELDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Meir GelleyMEIR GELLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Becky GolambBECKY GOLAMB
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rhea GoodwinRHEA GOODWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Craig HarrisCRAIG HARRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kerry HickockKERRY HICKOCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Carol IrvineCAROL IRVINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul McGuirePAUL MCGUIRE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cody MeehanCODY MEEHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Meredith MillsMEREDITH MILLS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sue MoreySUE MOREY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Brian PerryBRIAN PERRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Luke PileLUKE PILE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ann QuinnanANN QUINNAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Scott RifkinSCOTT RIFKIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kerry RomesKERRY ROMES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael SmithMICHAEL SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alex SnellALEX SNELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Monica SullivanMONICA SULLIVAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leon TarlowLEON TARLOW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer WatsonJENNIFER WATSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Bill WeisbergBILL WEISBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael WylieMICHAEL WYLIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Shayna VarnerSHAYNA VARNER
VP STRATEGY
- Total calculated
- $141,937
- From this org
- $125,000
- From related orgs
- $0
- Other
- $16,937
- Hours/week
- 40
-
Gail WeidmanGAIL WEIDMAN
DIRECTOR OF POLICY & REGUL
- Total calculated
- $157,154
- From this org
- $143,253
- From related orgs
- $0
- Other
- $13,901
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,253
- Bonus
- $4,000
- Other
- $0
- Deferred
- $11,833
- Nontaxable benefits
- $2,068
- Filer's total
- $157,154
-
Christopher FisherCHRISTOPHER FISHER
VP OPERATIONS
- Total calculated
- $163,032
- From this org
- $141,105
- From related orgs
- $0
- Other
- $21,927
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,105
- Bonus
- $5,000
- Other
- $0
- Deferred
- $11,889
- Nontaxable benefits
- $10,038
- Filer's total
- $163,032
-
Eric HeislerERIC HEISLER
DIRECTOR OF COMMUNICATIONS
- Total calculated
- $127,866
- From this org
- $115,000
- From related orgs
- $0
- Other
- $12,866
- Hours/week
- 40
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
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- PART I, LINE 3
- BENEFITS ARE GOVERNED BY A WRITTEN CONTRACT.
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.
-
FOUNDATION FOR EXCELLENCE IN LONG TERM CARE
501(C)(3) · EDUCATION IN LONG-TERM CARE · PA · controlled entity
Directly controlled by PHCA
-
PENNSYLVANIANS FOR QUALITY CARE
501(C)(4) · EDUCATION AND GRASS ROOTS ADVOCACY · PA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 8 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303129349304390
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