Phi Group Return, Group Return in Dillsburg, Pennsylvania (PA)

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Phi Group Return, Group Return
Employer Identification Number (EIN)412273452
Name of OrganizationPhi Group Return
Secondary NameGroup Return
AddressOne Trinity Drive East, Dillsburg, PA 17019-8522
SubsectionCharitable Organization
Ruling Date05/1991
DeductibilityContributions are deductible
FoundationOrganization that normally receives no more than one third of its support from gross investment income and unrelated business income and at the same time more than one third of its support from contributions, fees, and gross receipts related to exempt purposes
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2012
Assets$50,000,000 to greater
Income$50,000,000 to greater
Filing Requirement990 - Group return
Asset Amount$432,224,665
Amount of Income$231,371,120
Form 990 Revenue Amount$195,462,348
National Taxonomy of Exempt Entities (NTEE)Health - General and Rehabilitative: Management & Technical Assistance


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Amount of income in 2012: $231,371,120
This organization: 

 $231,371,120
Other organizations performing similar types of work: 

 $5,511,997

Assets in 2012: $432,224,665
Phi Group Return, Group Return: 

 $432,224,665
Other organizations performing similar types of work: 

 $6,816,050

Expenses in 2007: $155,606,898
Phi Group Return, Group Return: 

 $155,606,898
Other organizations performing similar types of work: 

 $8,841,673

Income to expenses ratio in 2007: 1.0
This organization: 

 1.0
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2007: 83.9%
This organization: 

 83.9%
Other organizations performing similar types of work: 

 84.2%

Number of employees in 2007: 2,583
This organization: 

 2,583
Other organizations performing similar types of work: 

 147

Employees paid over $50,000 in 2007: 6.9%
This organization: 

 6.9%
Other organizations performing similar types of work: 

 47.4%

Grants share in income in 2007: 2.3%
Phi Group Return, Group Return: 

 2.3%
Other organizations performing similar types of work: 

 0.0%

Financial snapshot ($)

Revenue for 2007

Assets at end of 2007

Expenses for 2007

Functional Expenses for 2007 ($)

Income-Producing Activities for 2007

Revenue, Expenses, and Changes in Net Assets or Fund Balances
20062007
Total revenue$161,252,437$162,906,610
Contributions, gifts, grants, and similar amounts received$3,561,737$3,673,057
Contributions to donor advised funds$0$0
Direct public support$3,561,737$3,673,057
Indirect public support$0$0
Government contributions (grants)$0$0
Program service revenue including government fees and contracts$150,984,128$153,413,517
Membership dues and assessments$0$0
Interest on savings and temporary cash investments$0$3,265,931
Dividends and interest from securities$3,586,054$0
Net rental income or (loss)$0$0
Gross rents$0$0
Less: rental expenses$0$0
Other investment income$0$0
Gain or (loss) from sales of assets other than inventory$3,120,518$2,554,105
Gross amount from sales of assets other than inventory$108,383,452$33,155,470
Less: cost or other basis and sales expenses$105,262,934$30,601,365
Net income or (loss) from special events and activities$0$0
Gross revenue$0$0
Less: direct expenses other than fundraising expenses$0$0
Gross profit or (loss) from sales of inventory$0$0
Gross sales of inventory, less returns and allowances$0$0
Less: cost of goods sold$0$0
Other revenue$0$0
Total expenses$152,783,752$155,606,898
Program services$122,574,867$130,509,456
Management and general$29,713,631$15,428,045
Fundraising$495,254$35,957
Payments to affiliates$0$9,633,440
Net assets or fund balances at end of year$50,691,836$62,010,351
Excess or (deficit) for the year$8,468,685$7,299,712
Net assets or fund balances at beginning of year$40,766,147$50,691,836
Other changes in net assets or fund balances$1,457,004$4,018,803
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$145,973,458$130,509,456$15,428,045$35,957
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$63,599,685$57,735,954$5,863,731$0
Pension plan contributions not included above$1,425,026$1,292,636$132,390$0
Employee benefits not included above$10,760,748$9,349,540$1,411,158$50
Payroll taxes$4,622,267$4,260,644$361,623$0
Professional fundraising fees$0$0$0$0
Accounting fees$167,394$0$167,394$0
Legal fees$267,450$0$267,450$0
Supplies$4,415,118$2,774,086$1,640,533$499
Telephone$838,731$39,056$799,590$85
Postage and shipping$148,406$284$147,164$958
Occupancy$9,325,673$8,914,219$411,043$411
Equipment rental and maintenance$2,521,998$2,173,226$348,751$21
Printing and publications$189,359$13,858$163,222$12,279
Travel$155,552$155,552$0$0
Conferences, conventions, and meetings$322,855$135,292$178,516$9,047
Interest$7,526,417$6,698,311$828,106$0
Depreciation, depletion, etc.$12,253,442$12,253,442$0$0
Other expenses not covered above$27,433,337$24,713,356$2,707,374$12,607
Balance Sheets
20062007
Total assets$312,871,932$318,439,468
Cash - non-interest-bearing$26,925$28,923
Savings and temporary cash investments$3,498,640$3,554,770
Accounts receivable less allowance for doubtful accounts$12,917,591$12,344,539
Pledges receivable less allowance for doubtful accounts$1,222,021$1,345,928
Grants receivable$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0
Inventories for sale or use$267,712$254,222
Prepaid expenses and deferred charges$5,662,667$5,458,034
Investments - publicly-traded securities$55,813,946$55,091,420
Investments - other securities$0$0
Investments - land, buildings, and equipment less accumulated depreciation$256,801$187,459
Investments - other$0$0
Land, buildings, and equipment less accumulated depreciation$201,844,479$200,685,360
Other assets, including program-related investments$31,361,150$39,488,813
Total liabilities$262,180,096$256,429,117
Accounts payable and accrued expenses$21,473,931$20,270,657
Grants payable$0$0
Deferred revenue$79,776,651$78,267,914
Loans from officers, directors, trustees, and key employees$0$0
Tax-exempt bond liabilities$148,430,064$149,426,925
Mortgages and other notes payable$6,640,766$5,192,426
Other liabilities$5,858,684$3,271,195
Total liabilities and net assets/fund balances$312,871,932$318,439,468
Total net assets or fund balances$50,691,836$62,010,351
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20062007
Total revenue$161,252,437$162,906,610
Total revenue, gains, and other support per audited financial statements$162,194,207$164,580,728
Other expenses$4,007,589$2,843,181
Net unrealized gains on investments$0$0
Donated services and use of facilities$0$0
Recoveries of prior year grants$0$0
Other$4,007,589$2,843,181
Other revenue$3,065,819$1,169,063
Investment expenses$0$0
Other$3,065,819$1,169,063
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20062007
Total expenses$152,783,752$155,606,898
Total expenses and losses per audited financial statements$155,668,572$159,830,602
Other revenue$2,884,820$4,223,704
Donated services and use of facilities$0$0
Prior year adjustments$0$0
Losses$0$0
Other$2,884,820$4,223,704
Other expenses$0$0
Investment expenses$0$0
Other$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings18
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?Yes
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?Yes
Does the organization have a written conflict of interest policy?Yes
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 20062,583
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$5,820,036$153,413,517
Program service revenue
Program service revenue 1000000$000$0$86,865,652
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$66,547,865
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$3,265,931$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$2,554,105$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$114,994$14,058$0
$100,058$15,307$2,005
$98,695$7,880$0
$97,982$3,230$0
$52,803$11,002$435
Total number of other employees paid over $50,000174
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
Enter the total number of donor advised funds owned at the end of the tax year$0
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that normally receives: less than 1/3 of its support from gross investment income and unrelated taxable business income and more than 1/3 of its support from contribution, membership fees
Support Schedule
20052006
Total$149,968,399$158,131,919
Gifts, grants, and contributions received$2,644,609$3,561,737
Membership fees received$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$144,292,973$150,984,128
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$3,030,817$3,586,054
Net income from unrelated business activities not included above$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0
Other income$0$0
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$188,678,755
Contributions, Gifts, Grants and Other Similar Amounts$1,679,341
Program Service Revenue$184,229,320
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$1,958,654
Income from investment of tax-exempt bond proceeds$0
Royalties$2,433
Net rental income$0
Net gain from sales of assets other than inventory$809,007
Gross amount from sales of assets other than inventory (Securities / Other)$44,987,155 / $2,501,020
Less: cost or other basis and sales expenses (Securities / Other)$45,341,203 / $1,337,965
Gain or (loss) (Securities / Other)$-354,048 / $1,163,055
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$0
Statement of Functional Expenses (for 2011)
Total functional expenses$177,495,958
Compensation of current officers, directors, trustees, and key employees$410,168
Other salaries and wages$68,381,720
Payroll taxes$5,073,336
Professional fundraising services$0
Other$103,630,734
Balance Sheet (for 2011)
Total assets$398,966,803
Total liabilities$331,599,181
Tax-exempt bond liabilities$171,886,933
Secured mortgages and notes payable to unrelated third parties$28,668,116
Unsecured notes and loans payable to unrelated third parties$16,002,146
Other$115,041,986
Total net assets or fund balances$67,367,622
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:An organization that normally receives: (1) more than 33 1/3 % of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3 % of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975
Support Schedule for Organizations Described in Section 509(a)(2) (for 2011)
2007 - 2011 Total
Total support$875,915,299
Gifts, grants, contributions, and membership fees received$20,840,858
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose$841,543,056
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources and Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975$13,531,385
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2Phi Group Return, Group ReturnOne Trinity Drive East, Dillsburg, PA 17019-8522PA1991-05$231,371,120
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Number of organizations performing similar types of work
Arizona1
California1
Florida2
Illinois5
Indiana1
Kansas2
Kentucky1
Massachusetts2
Maryland2
Michigan3
Missouri1
Mississippi2
North Carolina2
North Dakota2
Nebraska1
Nevada1
Oregon1
Pennsylvania3
Rhode Island1
Texas3
Washington1
Wisconsin1
Total39
All affiliated organizations
AffiliationNameAddressStateEstablishedTotal Income
CentralPhi, Presbyterian Senior Living1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$16,422,856
SubordinatePhi Group Return, Group ReturnOne Trinity Drive East, Dillsburg, PA 17019-8522PA1991-05$231,371,120
SubordinatePresbyterian Homes Inc1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$85,929,261
SubordinatePhi, Presbyterian Homes In The Presbyter1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$27,475,168
SubordinatePhi, Presbyterian Housing & Services Crp1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$23,060,003
SubordinatePhi, Quincy Retirement Community6596 Orphanage Rd, Waynesboro, PA 17268-7801PA1991-03$12,644,451
SubordinatePhi, Phi Homes Senior Livings Svcs Inc11630 Glen Arm Rd, Glen Arm, MD 21057-9403MD$10,380,151
SubordinatePhi, Presbyterian Apartments Inc322 North Second Street, Harrisburg, PA 17101-1359PA1965-08$925,109
SubordinatePhi, Geneva House Inc325 Adams Ave, Scranton, PA 18503-1603PA1991-05$557,583
SubordinatePhi, Presbyterian Health Services Inc1 Trinity Dr E Ste 201, Dillsburg, PA 17019-8522PA1991-05$4,996
Number of affiliated organizations
Maryland1
Pennsylvania9
Total10

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