Nonprofit · EIN 23-1381404
PHI
Also known as PRESBYTERIAN SENIOR LIVING
Tax-exempt · DILLSBURG, PA 17019
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $26,999,865 | $27,072,458 | -$72,593 | $76,656,672 | $85,600,653 | -$8,943,981 |
| December 31, 2023 | 990 | $23,935,507 | $26,726,159 | -$2,790,652 | $78,944,823 | $88,034,724 | -$9,089,901 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $501,685
- Program service revenue
- $24,930,271
- Investment income
- $1,534,089
- Net rental income
- $33,820
- Net gain from sales of assets
- $113,847
- Other revenue
- $33,820
Expenses
- Grants and similar amounts paid
- $1,150
- Compensation of officers, directors and key employees
- $3,621,384
- Other salaries and wages
- $8,775,649
- Salaries, compensation and benefits (total)
- $15,527,815
- Professional fundraising fees
- $0
- Legal fees
- $1,601,205
- Accounting fees
- $304,635
- Occupancy
- $1,017,707
- Travel
- $361,292
- Depreciation
- $1,380,327
- Program services (functional)
- $5,296,391
- Management and general (functional)
- $20,923,407
- Fundraising (functional)
- $852,660
Balance sheet and other
- Total assets, start of year
- $78,944,823
- Total assets, end of year
- $76,656,672
- Total liabilities, end of year
- $85,600,653
- Net assets, end of year
- -$8,943,981
- Land, buildings and equipment
- $412,771
- Net assets without donor restrictions
- -$10,513,985
- Net assets with donor restrictions
- $1,570,004
- Gross receipts
- $27,013,407
- Employees
- 163
- Volunteers
- 14
- Year formed
- 1997
- State of legal domicile
- PA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAN DAVIS JR | BOARD PRESIDENT & CEO Officer | 0 | $548,230 | $36,399 |
| DYAN MCALISTER | BD TREAS., SR VICE PRES/CFO/CSO Officer | 0 | $407,120 | $35,056 |
| KATE HERSHEY | SVP OF OPERATIONS/COO Key employee | 0 | $302,380 | $30,216 |
| CYNTHIA FOX | SENIOR VP OF HUMAN RESOURCES Key employee | 0 | $272,135 | $17,534 |
| DANIEL KRIEGER | BD ASST SEC'Y & CHIEF BUS INT Officer | 0 | $242,774 | $14,850 |
| CHRIS BAILEY | REGIONAL VP OF OPERATIONS Key employee | 0 | $197,516 | $29,884 |
| JESSICA SHARER | VP OF CLINICAL EXCELLENCE Key employee | 0 | $200,395 | $9,752 |
| MALYNDA HIVNER | VP OF DEVELOPMENT Key employee | 0 | $198,887 | $8,734 |
| NICOLE M BOWSER | VP LEGAL/IN-HOUSE COUNSEL Key employee | 0 | $168,209 | $24,915 |
| JESSICA LELII | VP OF EMPLOYEE RELATIONS Key employee | 0 | $184,174 | $8,269 |
| STEPHEN PROCTOR | FORMER PRES. & CEO (TERM. 06/19) Former | 0 | $192,022 | $0 |
| DEB LARKIN | VP OF COMPLIANCE & PRIVACY Key employee | 0 | $180,033 | $8,769 |
| MAGGIE BOWLEY | VP OF RESOURCE DEVELOPMENT Key employee | 0 | $156,075 | $14,826 |
| DEBORAH A KENNEDY | CORP. CLINICAL REIMB. MANAGER Highest-paid employee | 0 | $145,687 | $23,753 |
| ANTEGONE KOURPAS | EXT CARE SERVICE SUPPORT MANAGER Highest-paid employee | 0 | $149,143 | $14,490 |
20 more people on this return
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| RAELENE R GERVINSKI | CORP. DIRECTOR BENEFITS, PAY, HRIS Highest-paid employee | 0 | $144,558 | $13,435 |
| MELISSA L WAGNER | CONTROLLER Highest-paid employee | 0 | $142,524 | $14,314 |
| TODD DAVIS | BRD ASST TREAS. & VP OF FINANCE Officer | 0 | $143,070 | $13,449 |
| LINDSAY RUFFNER | EXT CARE SERVICE SUPPORT MANAGER Highest-paid employee | 0 | $127,283 | $22,900 |
| BEVERLY WICKLINE | BD SEC'Y & EXEC ADMIN ASST Officer | 0 | $75,875 | $11,516 |
| CYNTHIA HOFFMAN | BD ASST TREAS, VP, FIN (TERM. 04/24) Officer | 0 | $70,031 | $10,309 |
| BARBARA JONES DENISON | PSL BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BRENDA ELLIOTT | PSL BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHERYL D RHODES | PSL BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES BIRDSALL | PSL & PIMS BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JENNIFER SHROPSHIRE | PSL BOARD MEMBER & PINE RUN CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH KINARD | PSL VICE CHAIR & PIMS VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH SEIBERT | PSL BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAWRENCE CHOTTINER | PSL & PSL AFF. HOUSING FND. BRD & LONG COMM. VICE Trustee or director, Officer | 1 | $0 | $0 |
| ROBYN STONE | PSL BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON KELLY | PSL & PSL HSG MGMT & PINE RUN BRD MEMBER Trustee or director | 1 | $0 | $0 |
| STUART PAXTON | PSL & PIMS BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN REIMANN | PSL CHAIR & PSL AFF. HOUSING FND. VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TERRY GOLDSTEIN | PSL BRD & PRES HOMES HUNT CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM SCOTT | PSL & PINE RUN BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAN DAVIS JR | BOARD PRESIDENT & CEO Officer | 0 | $483,455 | $22,097 |
| DYAN MCALISTER | SENIOR VICE PRESIDENT/CFO/CSO Officer | 0 | $398,630 | $21,065 |
| JAMES BERNARDO | FORMER PRES. & CEO (TERM. 12/22) Former | 0 | $316,594 | $0 |
| KATE HERSHEY | CHIEF OPERATING OFFICER Key employee | 0 | $259,605 | $18,280 |
| DANIEL KRIEGER | CHIEF BUSINESS INTEGRATION AND COMPLIANCE OFFICER Key employee | 0 | $258,091 | $8,888 |
| CYNTHIA FOX | SENIOR VP OF HUMAN RESOURCES Key employee | 0 | $253,668 | $8,959 |
| MARYANNE ADAMCZYK | FORMER VP OF CORP REL. (TERM. 8/21) Former | 0 | $253,476 | $0 |
| CYNTHIA HOFFMAN | BRD ASST TREAS. & VP OF FINANCE Officer | 0 | $215,518 | $17,648 |
| BRUCE SHEARER | VP OF TECHNOLOGY Key employee | 0 | $211,036 | $20,925 |
| ROBERT JONES | VP OF PLANT OPER. & ASSETS Key employee | 0 | $181,930 | $20,662 |
| KRISTIN HAMBLETON | VP OF SALES AND MARKETING Key employee | 0 | $193,050 | $8,630 |
| MALYNDA HIVNER | VP OF DEVELOPMENT Key employee | 0 | $187,459 | $8,620 |
| JESSICA SHARER | VP OF CLINICAL EXCELLENCE Key employee | 0 | $192,237 | $1,613 |
| NICOLE M BOWSER | FINANCE ATTORNEY Highest-paid employee | 0 | $169,454 | $17,363 |
| RAELENE R GERVINSKI | CORP. DIRECTOR BENEFITS, PAY, HRIS Highest-paid employee | 0 | $175,746 | $7,731 |
| STEPHEN PROCTOR | FORMER PRES. & CEO (TERM. 6/19) Former | 0 | $180,871 | $0 |
| DEB LARKIN | VP OF COMPLIANCE & PRIVACY Key employee | 0 | $172,970 | $1,538 |
| JESSICA LELII | VP OF HUMAN RESOURCES Key employee | 0 | $169,771 | $1,418 |
| ROBERT ETCHELLS | SPECIAL PROJ. CONSULTANT(AS OF 9/23) Key employee | 0 | $163,639 | $1,229 |
| DEBORAH A KENNEDY | CORP. CLINICAL REIMB. MANAGER Highest-paid employee | 0 | $138,637 | $17,186 |
| ANTEGONE KOURPAS | EXT CARE SERVICE SUPPORT MANAGER Highest-paid employee | 0 | $136,539 | $8,180 |
| MELISSA L WAGNER | CONTROLLER Highest-paid employee | 0 | $126,856 | $8,123 |
| STEPHEN JULIANO | BOARD ASST SECRETARY (TERM. 11/23) Officer | 0 | $103,768 | $7,200 |
| BEVERLY WICKLINE | BOARD SEC'Y & EXEC ADMIN ASSISTANT Officer | 0 | $67,562 | $7,572 |
| BRENDA ELLIOTT | PSL BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JAMES BIRDSALL | PSL & PIMS BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JENNIFER SHROPSHIRE | PSL BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSEPH KINARD | PSL VICE CHAIR & PIMS BOARD MEMBER Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH SEIBERT | PSL BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAWRENCE CHOTTINER | PSL BRD & LONG COMM. VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ROBYN STONE | PSL BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON KELLY | PSL & PSL HSG MGMT BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STUART PAXTON | PSL & PIMS BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SUSAN REIMANN | PSL CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TERRY GOLDSTEIN | PSL BRD & PRES HOMES HUNT VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| WILLIAM SCOTT | PSL BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 TRINITY DR E STE 201, DILLSBURG, PA 17019-8522
- In care of
- % DONNA KREITZER
- Principal officer (990 for 2024)
- DAN DAVIS JR, ONE TRINITY DRIVE EAST SUITE 201, DILLSBURG, PA 170198522
- Signed the 990
- DYAN MCALISTER, SENIOR VICE PRESIDENT/CFO/CSO
- Phone
- (717) 502-8840
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
PROVIDE MANAGEMENT SUPPORT SERVICES FOR AFFILIATES, WHICH INCLUDE NURSING HOMES, ASSISTED LIVING FACILITIES, CONTINUING CARE RETIREMENT COMMUNITIES AND LOW INCOME HOUSING FACILITIES, ALLOWING THEM TO FOCUS ON QUALITY OF CARE FOR THE RESIDENTS. THESE MANAGEMENT SERVICES INCLUDE INTERCOMPANY LOANS AND FUNDRAISING EXPENSES FOR ITS SUBSIDIARIES. (51 SUBSIDIARIES)
Program accomplishments
- THE ORGANIZATION CONSIDERS ITS PRIMARY PROGRAM TO BE GENERAL AND ADMINISTRATIVE IN NATURE. PHI D.B.A. PRESBYTERIAN SENIOR LIVING PROVIDES MANAGEMENT SUPPORT SERVICES FOR NURSING HOMES, ASSISTED LIVING FACILITIES, CONTINUING CARE RETIREMENT COMMUNITIES, AND LOW INCOME HOUSING FACILITIES. THESE MANAGEMENT SERVICES INCLUDE FUNDRAISING FOR THE SUBSIDIARIES.Expenses $5,296,391 · grants $1,150 · revenue $24,930,271
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-1381404
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Group exemption
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P190)
- Group exemption
- 3292 (19 member organizations)
- Assets (IRS master file)
- $76,656,672
- Income (IRS master file)
- $27,013,407
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $26,999,865 | $27,072,458 | $76,656,672 | IRS |
| 990 | December 2023 | $23,935,507 | $26,726,159 | $78,944,823 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $25,084,142 | $24,799,348 | $79,009,111 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | $25,279,216 | $22,429,061 | $80,163,418 | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-1381404).
Questions about PHI
- What is the EIN of PHI?
- The employer identification number (EIN) of PHI is 23-1381404.
- Is PHI tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to PHI tax-deductible?
- Yes. It is listed in IRS Publication 78 (Group exemption).
- Which annual return does PHI file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of PHI due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHI last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of PHI?
- The 990 for the year ended December 31, 2024 names DAN DAVIS JR.
- Who are the officers and directors of PHI?
- The 990 for the year ended December 31, 2024 lists 35 people; 21 received compensation from the organization, the highest $548,230 (DAN DAVIS JR, BOARD PRESIDENT & CEO).
- How much revenue does PHI have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $26,999,865, expenses of $27,072,458 and total assets of $76,656,672 at year end.
Organizations in its group exemption (19)
Other nonprofits in DILLSBURG
- NEW HOPE MINISTRIES INC EIN 23-2223120 · last filed 990 for 2025
- PHI EIN 23-1173321
- NO PLACE LEFT INC EIN 45-4898672 · last filed 990 for 2024
- DILLSBURG SENIOR ACTIVITY CENTER EIN 23-2263151 · last filed 990 for 2026
- Y-NOT-U MINISTRIES INC EIN 82-5271975 · last filed 990-EZ for 2025
- PHI EIN 20-1195007
- PHI EIN 23-1352512
- PHI GROUP RETURN EIN 41-2273452 · last filed 990 for 2024