Nonprofit · EIN 41-2273452
PHI GROUP RETURN
Also known as GROUP RETURN
Tax-exempt · DILLSBURG, PA 17019
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $278,636,015 | $271,062,012 | $7,574,003 | $873,295,743 | $627,440,508 | $245,855,235 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $3,496,241
- of which government grants
- $855,319
- Program service revenue
- $265,886,833
- Investment income
- $8,559,910
- Net rental income
- $617,687
- Net gain from sales of assets
- $1,722,122
- Net income from fundraising events
- -$3,234
- Net income from gaming
- $7,140
- Other revenue
- $693,031
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $210,379
- Other salaries and wages
- $94,860,511
- Salaries, compensation and benefits (total)
- $115,845,332
- Professional fundraising fees
- $76,476
- Legal fees
- $1,809
- Accounting fees
- $16,120
- Occupancy
- $15,421,849
- Travel
- $2,338
- Depreciation
- $32,480,029
- Program services (functional)
- $232,363,540
- Management and general (functional)
- $38,621,996
- Fundraising (functional)
- $76,476
Balance sheet and other
- Total assets, start of year
- $863,401,377
- Total assets, end of year
- $873,295,743
- Total liabilities, end of year
- $627,440,508
- Net assets, end of year
- $245,855,235
- Land, buildings and equipment
- $501,606,318
- Publicly traded securities
- $154,793,184
- Net assets without donor restrictions
- $215,052,931
- Net assets with donor restrictions
- $30,802,304
- Gross unrelated business income
- $258,736
- Gross receipts
- $307,982,166
- Employees
- 3,497
- Volunteers
- 859
- Year formed
- 1927
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAN DAVIS JR | BOARD PRESIDENT & CEO Officer | 40 | $0 | $548,230 | $36,399 |
| DYAN MCALISTER | SENIOR VICE PRESIDENT/CFO/CSO Officer | 40 | $0 | $407,120 | $35,056 |
| KATE HERSHEY | CHIEF OPERATING OFFICER Key employee | 40 | $0 | $302,380 | $30,216 |
| CYNTHIA FOX | SENIOR VP OF HUMAN RESOURCES Key employee | 40 | $0 | $272,135 | $17,534 |
| DAN KRIEGER | BRD ASST SEC'Y & SVP CHIEF BUS. INTEG. Officer | 40 | $0 | $242,774 | $14,850 |
| CHRIS BAILEY | REGIONAL VP OF OPERATIONS Key employee | 40 | $0 | $197,516 | $29,884 |
| JULIANNE DEVANEY | AREA DIRECTOR - GLEN MEADOWS Highest-paid employee | 40 | $203,513 | $0 | $11,709 |
| MELISSA CRAWL | VP OF HOUSING OPERATIONS Key employee | 40 | $184,680 | $0 | $25,699 |
| JESSICA SHARER | VP OF CLINICAL EXCELLENCE Key employee | 40 | $0 | $200,395 | $9,752 |
| MALYNDA HIVNER | VP OF DEVELOPMENT Key employee | 40 | $0 | $198,887 | $8,734 |
| CHARLES J GERGITS | EXECUTIVE DIRECTOR - PINE RUN VILLAGE Highest-paid employee | 40 | $175,653 | $0 | $28,869 |
| AMBER HURLEY | AREA DIRECTOR - GREEN RIDGE VILLAGE Highest-paid employee | 40 | $187,273 | $0 | $9,080 |
| WENDY L NERAD | EXECUTIVE DIRECTOR - WESTMINSTER VILLAGE DOVER Highest-paid employee | 40 | $178,035 | $0 | $15,921 |
| NICOLE BOWSER | VP LEGAL/IN-HOUSE COUNSEL Key employee | 40 | $0 | $168,209 | $24,915 |
| JESSICA LELII | VP HUMAN RESOURCES Key employee | 40 | $0 | $184,174 | $8,269 |
59 more people on this return
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEPHEN PROCTOR | FORMER PRES. & CEO (TERM. 06/19) Former | 0 | $0 | $192,022 | $0 |
| BONNIE LINE | SNF RN SUPERVISOR - QUINCY VILLAGE Highest-paid employee | 40 | $189,730 | $0 | $0 |
| DEB LARKIN | VP OF COMPLIANCE & PRIVACY Key employee | 40 | $0 | $180,033 | $8,769 |
| MAGGIE BOWLEY | VP OF RESOURCE DEVELOPMENT Key employee | 40 | $0 | $156,075 | $14,826 |
| TODD DAVIS | BRD ASST TREAS. & VP OF FIN. Officer | 40 | $0 | $143,070 | $13,449 |
| BEVERLY WICKLINE | BOARD SEC'Y & EXEC ADMIN ASSISTANT Officer | 40 | $0 | $75,875 | $11,516 |
| CYNTHIA HOFFMAN | BRD ASST TREAS. & VP OF FIN. (TERM 04/24) Officer | 40 | $0 | $70,031 | $10,309 |
| SHARON KELLY | PSL & PSL HSG MGMT & PINE RUN BRD MBR Trustee or director | 4 | $0 | $0 | $0 |
| BARBARA JONES DENISON | PSL BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| CHERYL D RHODES | PSL BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| BRENDA ELLIOTT | PSL BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| TERRY GOLDSTEIN | PSL BRD MBR & PHPH CHAIR Trustee or director, Officer | 4 | $0 | $0 | $0 |
| JOSEPH KINARD | PSL VICE CHAIR & PIMS VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 | $0 |
| STUART PAXTON | PSL & PIMS BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| SUSAN REIMANN | PSL CHAIR & PSL AFF. HOUSING FND VICE CHAIR Trustee or director, Officer | 4 | $0 | $0 | $0 |
| WILLIAM SCOTT | PSL & PINE RUN BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| JAMES BIRDSALL | PSL & PIMS BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| JOSEPH SEIBERT | PSL BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| LAWRENCE CHOTTINER | PSL & PSL AFF. HOUSING FDN BRD MBR & LONG COMMUNIT Trustee or director, Officer | 4 | $0 | $0 | $0 |
| JENNIFER SHROPHIRE | PSL BOARD MEMBER & PINE RUN CHAIR Trustee or director, Officer | 4 | $0 | $0 | $0 |
| ROBYN STONE | PSL BOARD MEMBER Trustee or director | 4 | $0 | $0 | $0 |
| KRISTI SJOHOLM-SIERCHIO | PSLSI BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANN FEDORCHAK | PSL HSG MGMT VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ROBERT HORMELL | PSL HSG MGMT & PSL AFF. HOUSING FND CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SCOTT DERR | PSL HSG MGMT & PIMS BOARD Trustee or director | 1 | $0 | $0 | $0 |
| JOHN FARGNOLI | PSL HSG MGMT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE GLEN | PSL HSG MGMT BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PHILIP MILLER | PSL HSG MGMT BRD MBR & PIMS CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LINDA COUCH | PSL AFF. HOUSING FND BRD MBR Trustee or director | 1 | $0 | $0 | $0 |
| TED ACKROYD | PSL AFF. HOUSING FND BRD MBR Trustee or director | 1 | $0 | $0 | $0 |
| RANDI CARR | CATHEDRAL VILLAGE BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEAN DUNCAN | CATHEDRAL VILLAGE VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CAROLINE KING | CATHEDRAL VILLAGE BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HOLLY LANGE | CATHEDRAL VILLAGE BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN ROSS | CATHEDRAL VILLAGE BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA MERRIWEATHER | CATHEDRAL VILLAGE BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUSAN SCOTT | CATHEDRAL VILLAGE BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARY LYONS | LONG COMMUNITY BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| N ANTHONY MASTROPIETRO | LONG COMMUNITY BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANTHONY MONTGOMERY | LONG COMMUNITY BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL OSTER | LONG COMMUNITY BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JANE SNYDER | LONG COMMUNITY BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES BREXLER | PINE RUN BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT LEVY | PINE RUN BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES GREZLAK | PINE RUN BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEN SNYDER | PINE RUN VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CARL CAMPBELL | PRES HOMES IN PRES OF HUNTINGDON BRD MBR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES HUFF | PRES HOMES IN PRES OF HUNTINGDON VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUE ESCH | PRES HOMES IN PRES OF HUNTINGDON BRD MBR Trustee or director | 1 | $0 | $0 | $0 |
| ALAN ANDERSON | PRES HOMES IN PRES OF HUNTINGDON BRD MBR Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY BAER | QUINCY VILLAGE BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RAY MILLER | QUINCY VILLAGE VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RENEE PRESO | QUINCY VILLAGE BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHERYL RHODES | QUINCY VILLAGE BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BEVERLY SHOCKEY | QUINCY VILLAGE BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DENNIS SCHOCKEY | QUINCY VILLAGE BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SAMANTHA WOLFE | QUINCY VILLAGE BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHN O'HARA | PIMS BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK WILLIAMS | PIMS BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 TRINITY DR E STE 201, DILLSBURG, PA 17019-8522
- Principal officer (990 for 2024)
- DAN DAVIS JR, ONE TRINITY DRIVE EAST STE 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
GUIDED BY THE LIFE AND TEACHINGS OF JESUS, THE MISSION OF PRESBYTERIAN SENIOR LIVING IS TO PROVIDE COMPASSIONATE, VIBRANT AND SUPPORTIVE COMMUNITIES AND SERVICES TO PROMOTE WHOLENESS OF BODY, MIND AND SPIRIT.
Program accomplishments
- THE ORGANIZATIONS WITHIN THE PHI GROUP FORM A NETWORK OF COMMUNITIES AND SERVICES THAT MEET THE DIVERSE NEEDS OF SENIORS IN PENNSYLVANIA, MARYLAND, DELAWARE AND SOUTHEASTERN OHIO. THE ORGANIZATIONS FOSTER AND SPONSOR LIVING FACILITIES TO PROVIDE HOUSING, AS WELL AS A FULL RANGE OF HEALTHCARE AND OTHER RELATED COMMUNITY SERVICES FOR THE ELDERLY. (10,023 RESIDENTS SERVED)Expenses $201,975,794 · revenue $263,855,491
- THE ORGANIZATIONS WITHIN THE PHI GROUP PROVIDE SERVICES WITHOUT CHARGE OR AT AMOUNTS LESS THAN THEIR ESTABLISHED RATES TO RESIDENTS WHO MEET CERTAIN CRITERIA UNDER PHI'S CHARITY CARE POLICY. BECAUSE THE ORGANIZATIONS DO NOT PURSUE COLLECTION OF AMOUNTS DETERMINED TO QUALIFY AS CHARITY CARE, THEY ARE NOT REPORTED AS REVENUE. IN ADDITION, THE ORGANIZATIONS CONSIDER CONTRACTUAL ALLOWANCES BENEVOLENT CARE. (517 CLIENTS)Expenses $30,387,746 · revenue $2,031,342
What it must file and when
IRS records say it files Group return. Included in a group return filed by its parent. 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
- 41-2273452
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Group return
- Group exemption
- 3292: PHI
- Assets (IRS master file)
- $873,295,743
- Income (IRS master file)
- $307,982,166
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $241,872,570 | $237,288,431 | $863,401,377 | IRS |
| 990 | December 2022 | $218,813,192 | $216,156,996 | $696,896,284 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about PHI GROUP RETURN
- What is the EIN of PHI GROUP RETURN?
- The employer identification number (EIN) of PHI GROUP RETURN is 41-2273452.
- Is PHI GROUP RETURN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Which annual return does PHI GROUP RETURN file?
- Form Group return. Included in a group return filed by its parent.
- When is the next return of PHI GROUP RETURN 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 GROUP RETURN 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 GROUP RETURN?
- The 990 for the year ended December 31, 2024 names DAN DAVIS JR.
- Who are the officers and directors of PHI GROUP RETURN?
- The 990 for the year ended December 31, 2024 lists 74 people; 6 received compensation from the organization.
- How much revenue does PHI GROUP RETURN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $278,636,015, expenses of $271,062,012 and total assets of $873,295,743 at year end.
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