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← PHN CHARITABLE FOUNDATION

Form 990 for tax year 2024

Filed by PHN CHARITABLE FOUNDATION.

Totals

Total revenue
$814,495
Total expenses
$524,315
Contributions and grants received
$15,252
Grants paid
$38,000
Program service revenue
$240,422
Investment income
$114,412
Other revenue
$444,409
Total assets, end of year
$12,514,240
Total liabilities, end of year
$45,070
Net assets or fund balances, end of year
$12,469,170
Program services expenses (Part IX)
$432,568
Management and general expenses
$87,642
Fundraising expenses
$4,105
Program service expenses (Part III)
$432,568

Program services were 82.5% 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.

  • 1f · All other contributions, gifts and grants

    $15,252

  • 2a · Program service revenue: CONTRACTED SERVICES

    total $231,721 · related or exempt $231,721

  • 2b · Program service revenue: COURIER

    total $8,701 · related or exempt $8,701

  • 3 · Investment income

    total $113,013 · excluded $113,013

  • 6a · Gross rents

    real property $411,155

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $411,155

  • 6d · Net rental income or loss

    total $411,155 · related or exempt $411,155

  • 7a · Gross sales of assets other than inventory

    securities $45,499

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

    securities $0 · other assets $44,100

  • 7c · Gain or loss

    securities $45,499 · other assets -$44,100

  • 7d · Net gain or loss

    total $1,399 · excluded $1,399

  • 8a · Fundraising events: gross income

    $73,082

  • 8b · Fundraising events: direct expenses

    $39,988

  • 8c · Net income from fundraising events

    total $33,094 · excluded $33,094

  • 11a · Other revenue: MISCELLANEOUS

    total $160 · excluded $160

  • 11e · Other revenue, total

    $160

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $38,000 · program services $38,000

  • 7 · Other salaries and wages

    total $155,527 · program services $83,777 · management and general $71,750

  • 8 · Pension plan contributions

    total $2,067 · management and general $2,067

  • 9 · Other employee benefits

    total $22,463 · program services $14,079 · management and general $8,384

  • 10 · Payroll taxes

    total $11,813 · program services $6,372 · management and general $5,441

  • 11g · Fees: other

    total $11,334 · program services $11,334

  • 12 · Advertising and promotion

    total $8,210 · program services $4,105 · fundraising $4,105

  • 13 · Office expenses

    total $14,991 · program services $14,991

  • 16 · Occupancy

    total $30,526 · program services $30,526

  • 17 · Travel

    total $2,676 · program services $2,676

  • 22 · Depreciation, depletion and amortization

    total $108,337 · program services $108,337

  • 23 · Insurance

    total $1,800 · program services $1,800

  • 24a · Other expenses: OTHER

    total $83,378 · program services $83,378

  • 24b · Other expenses: HOUSEKEEPING

    total $13,444 · program services $13,444

  • 24c · Other expenses: MEMBERSHIPS AND LICENSE

    total $8,533 · program services $8,533

  • 24d · Other expenses: REPAIRS AND MAINTENANCE

    total $6,317 · program services $6,317

  • 24e · All other expenses

    total $4,899 · program services $4,899

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $49,730 · end of year $50,295

  • 2 · Savings and temporary cash investments

    beginning of year $1,354,374 · end of year $1,085,439

  • 4 · Accounts receivable

    beginning of year $67,973 · end of year $51,969

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

    $3,809,386

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

    $2,344,291

  • 10c · Land, buildings and equipment, net

    beginning of year $1,577,350 · end of year $1,465,095

  • 11 · Investments: publicly traded securities

    beginning of year $2,163,103 · end of year $3,087,969

  • 15 · Other assets

    beginning of year $7,370,397 · end of year $6,773,473

  • 17 · Accounts payable and accrued expenses

    beginning of year $33,400 · end of year $30,001

  • 19 · Deferred revenue

    beginning of year $25,543 · end of year $15,069

  • 27 · Net assets without donor restrictions

    beginning of year $12,523,984 · end of year $12,469,170

Mission and programs · 2024

Mission

TO INCREASE ACCESS TO HEALTH CARE SERVICES AND IMPROVE HEALTH AND QUALITY OF LIFE IN THE COMMUNITIES PRIMARY HEALTH NETWORK SERVES.

  • TO INCREASE ACCESS TO HEALTH CARE SERVICES AND IMPROVE HEALTH AND QUALITY OF LIFE IN THE COMMUNITIES PRIMARY HEALTH NETWORK SERVES.

    Expenses $432,568 · Grants $38,000 · Revenue $412,554

As filed on the 2024 return.

Listed in Part VII

  • Arthur 'Buddy' White

    DIRECTOR/PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Dan Bell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bill Hillgrove

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Timothy McGonigle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Longetti

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bonnie Dickson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Steve Kightlinger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Goldstone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jenna Bates

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Timothy Goetze

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • April Torrence

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • George Garrow

    CEO

    Total calculated
    $422,930
    From this org
    $0
    From related orgs
    $367,938
    Other
    $54,992
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $367,938 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $30,500 related
    Nontaxable benefits
    $0 + $24,492 related
    Filer's total
    $0 + $422,930 related

  • Carl Sizer

    CFO

    Total calculated
    $210,512
    From this org
    $0
    From related orgs
    $170,463
    Other
    $40,049
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $170,463 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $23,000 related
    Nontaxable benefits
    $0 + $17,049 related
    Filer's total
    $0 + $210,512 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

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 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
  • 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

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.

  • PUNXSUTAWNEY MSF LLC

    INVESTMENT COMPANY · PA · 50% owned · share of income $65,216 · share of assets $4,088,303

  • SHARON MSF LLC

    INVESTMENT COMPANY · PA · 50% owned · share of income $40,361 · share of assets $8,625,635

Related corporations and trusts

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

  • PALU INVESTMENT GROUP LTD

    C · INVESTMENT COMPANY · PA

  • LEWISTOWN-MSF

    C · INVESTMENT COMPANY · PA

  • DERRY HEIGHTS PROPERTIES LLC

    C · INVESTMENT COMPANY · PA

Provenance

Return type
form_990
Tax year
2024
Filed
3 March 2026
IRS schema version
2024v5.5
Source object
202620629349300612

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