Phi Group Return
501(c)(3) Donations tax-deductible
86% goes to programs $2 to raise $100 Strong reserves
Phi Group Return is a 501(c)(3) organization based in Dillsburg, Pennsylvania, registered in 1991, with $278,636,015 in FY2024 revenue. CharityIndex grades it A, and it directs about 86% of spending to programs.
1 Trinity Dr E Ste 201, Dillsburg, PA, 17019 EIN 41-2273452 Since 1991
Revenue (FY2024)
$278.6M
▲ 15.2% vs prior year
Expenses (FY2024)
$271.1M
Net assets
$245.9M
Employees
3,497
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
AProgram efficiency40% of the rating86% to programs · $2 to raise $100
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Phi Group Return: 86% to programs · $2 to raise $100 earns a A on this criterion. See the exact thresholds →
AFinancial health25% of the rating11 mo reserves · +3% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Phi Group Return: 11 mo reserves · +3% margin earns a A on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Phi Group Return: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
A+Transparency10% of the rating5 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Phi Group Return: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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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.
What they do
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)
Contact & location
- Address
- 1 Trinity Dr E Ste 201, Dillsburg, PA, 17019
- City
- Dillsburg
- State
- Pennsylvania
- Category
- —
- Subcategory
- —
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $203.6M (FY2013) to $278.6M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $627.4MNet assets $245.9M
Operating margin
2.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$873.3M
Total liabilities
$627.4M
Net assets
$245.9M
Salaries & benefits
$115.8M
43% of expenses
Board members
14
14 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $278,636,015▲15.2% | $271,062,012▲14.2% | $245,855,235▲6.9% | $873,295,743▲1.1% | 990 |
| 2023 | $241,872,570▲10.5% | $237,288,431▲9.8% | $230,002,419▲6.9% | $863,401,377▲23.9% | 990 |
| 2022 | $218,813,192▼16.0% | $216,156,996▼3.7% | $215,168,520▼8.9% | $696,896,284▼4.4% | 990 |
| 2021 | $260,637,899▲6.2% | $224,479,438▼7.9% | $236,131,004▲21.8% | $729,321,511▲2.2% | 990 |
| 2020 | $245,365,845▲1.8% | $243,618,772▲4.5% | $193,911,093▲1.4% | $713,773,102▲10.5% | 990 |
| 2019 | $240,964,229▲2.9% | $233,122,543▲1.4% | $191,268,546▲7.0% | $645,861,187▲0.7% | 990 |
| 2018 | $234,258,065▼0.8% | $229,815,042▲1.6% | $178,780,773▲1.8% | $641,096,819▲4.3% | 990 |
| 2017 | $236,114,880▲6.2% | $226,219,405▲4.5% | $175,554,765▲9.7% | $614,663,272▲1.5% | 990 |
| 2016 | $222,383,159▲7.5% | $216,379,476▲9.4% | $159,993,468▲5.9% | $605,827,945▲3.8% | 990 |
| 2015 | $206,837,545▲6.3% | $197,784,852▲8.1% | $151,106,293▲18.3% | $583,594,828▲15.1% | 990 |
| 2014 | $194,572,242▼4.4% | $182,885,338▼4.2% | $127,759,422▲25.4% | $506,968,318▲7.1% | 990 |
| 2013 | $203,596,989 | $190,949,129▲3.7% | $101,870,473▲21.0% | $473,394,657▲9.5% | 990 |
| 2012 | — | $184,192,096▲3.8% | $84,203,680▲25.0% | $432,224,665▲8.3% | 990 |
| 2011 | — | $177,495,958▲4.2% | $67,367,622▲12.6% | $398,966,803▲10.8% | 990 |
| 2010 | — | $170,302,624 | $59,816,138 | $360,041,618 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
Highest-paid: Julianne Devaney — $203,513 (0.08% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Julianne Devaney | Area Director - Glen Meadows | 40 | $203,513 |
| Bonnie Line | Snf Rn Supervisor - Quincy Village | 40 | $189,730 |
| Amber Hurley | Area Director - Green Ridge Village | 40 | $187,273 |
| Melissa Crawl | Vp of Housing Operations | 40 | $184,680 |
| Wendy L Nerad | Executive Director - Westminster Village Dover | 40 | $178,035 |
| Charles J Gergits | Executive Director - Pine Run Village | 40 | $175,653 |
| Alan Anderson | Pres Homes In Pres of Huntingdon Brd Mbr | 1 | — |
| Ann Fedorchak | Psl Hsg Mgmt Vice Chair | 1 | — |
| Anthony Montgomery | Long Community Board Member | 1 | — |
| Barbara Jones Denison | Psl Board Member | 4 | — |
| Barbara Merriweather | Cathedral Village Board Member | 1 | — |
| Beverly Shockey | Quincy Village Board Member | 1 | — |
| Beverly Wickline | Board Sec'y & Exec Admin Assistant | 40 | — |
| Brenda Elliott | Psl Board Member | 4 | — |
| Carl Campbell | Pres Homes In Pres of Huntingdon Brd Mbr | 1 | — |
| Caroline King | Cathedral Village Board Member | 1 | — |
| Charles Grezlak | Pine Run Board Member | 1 | — |
| Cheryl D Rhodes | Psl Board Member | 4 | — |
| Cheryl Rhodes | Quincy Village Board Chair | 1 | — |
| Chris Bailey | Regional Vp of Operations | 40 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| Benchmark Therapies Inc | Therapy | $10,130,706 |
| Benchmark Construction Company Inc | Construction | $3,862,649 |
| Waynesboro Construction Co Inc | Construction | $3,214,748 |
| Healthdirect Institutional Pharmacy Serv | Pharmacy Services | $3,211,650 |
| Prelude Services | It Support | $3,211,425 |
Frequently asked questions
- Is Phi Group Return a legitimate nonprofit?
- Yes. Phi Group Return is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 41-2273452, based in Dillsburg, Pennsylvania. Donations are tax-deductible.
- What is Phi Group Return's EIN?
- Phi Group Return's Employer Identification Number (EIN) is 41-2273452.
- How much revenue does Phi Group Return report?
- Phi Group Return reported $278,636,015 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- How much of Phi Group Return's spending goes to programs?
- Phi Group Return spends about 86% of its total expenses on programs, based on its latest IRS Form 990.
- What financial grade does Phi Group Return have?
- CharityIndex grades Phi Group Return A, based on program efficiency and fundraising cost.
- How much does Phi Group Return's highest-paid employee make?
- The highest reported compensation on Phi Group Return's latest Form 990 is $203,513, paid to Julianne Devaney (Area Director - Glen Meadows).
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Explore more
Data for Phi Group Return (EIN 41-2273452) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.