Tel Hai Services INC FY2020 filing

Tax-deductible

Honey Brook, PA501(c)(3)Since 1991Health CareEIN 23-2630672Revenue $1.6M in FY2020

On file with the IRStelhai.orgPo Box 190, 19344-0190 · Honey Brook, PATax-exempt since Apr 2023Supporting org, Type III (functionally integrated) — 509(a)(3)

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Tel Hai Services, INC. Adheres to the mission of its affiliated organization, Tel Hai retirement community which is motivated by christ's love for all, our covenant is to provide a vibrant caring commuity that enhances the lives of those served.

501(c)(3) charity; gifts are tax-deductible.
70¢ of each $1 spent went to programs.
$594K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $166 a year · under 1% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
70%
of spending
Fine: 70% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$594K
to officers and key staff · 37% of spending
Concern: pay to officers and key staff is 37% of spending; over 30%.
Pt VII · Sec A
Liabilities
$1.0M
417% of total assets
Concern: liabilities are 417% of assets; over 80%.
Pt X · Ln 26
Independent board members
12
of 13 voting members
Looks good: 12 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.6M
Spent
$1.6M
To programs
70%
Net assets
−$775K
By yearFY2020–FY2025
Revenue
$1.6M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.6M
FY2021$1.7M
FY2022$1.7M
FY2023$1.9M
FY2024$2.0M
FY2025$4.3M
Expenses
$1.6M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.6M
FY2021$1.7M
FY2022$1.7M
FY2023$1.9M
FY2024$2.0M
FY2025$4.3M
Net assets
−$775K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$775K
FY2021−$775K
FY2022−$776K
FY2023−$776K
FY2024−$776K
FY2025−$776K

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Apr 2023.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

70 cents of each dollar spent went to programs.

Program services 70% · $1.1M Management & general 30% · $474K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

18 people listed on the 990; $594K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
President & CEO
$200,764Pt VII · Sec A
SR VP, Resident Services
$132,111Pt VII · Sec A
CFO/Assistant Secretary
$131,683Pt VII · Sec A
$129,573Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director (term Ended Dec. '19)
$0Pt VII · Sec A
$0Pt VII · Sec A
Director (term Ended Dec. '19)
$0Pt VII · Sec A

David Shenk’s $261K as President & CEO is at the 85th percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
David Shenk$260,851$261,809$256,762$233,662$229,277$200,764
Paul Scott Burkholder$156,775$153,202$144,897———
Sharon Canull$151,606$156,262$149,450$141,622$147,369$131,683
Karen Horning$134,906$152,094$151,527$147,318$142,937$132,111
Bruce Hartshorne———$138,142$139,590$129,573
Heidi Stoltzfus———$139,344$112,826—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Manages operations for a retirement community and its related groups.

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Provided by the organization

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1 program · $1.1M · in their own filed words · FY2019
01

Tel hai services oversees management responsibilities for its non-profit subsidiaries which provide high quality care and services to retired persons. The subsidiaries of tel hai services are: tel hai retirement community (ein: 23-2039189), tel hai development (ein: 23-2436708), and tel hai apartments (ein: 23-9118208).

$1.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.6M
Ln 12
Fees for servicesLn 2g$1.6M
Money outPt IX
$1.6M
Ln 25
Programscol B$1.1M
Managementcol C$474K
Owns and owesPt X
−$775K
net assets · Ln 32
Total assetsLn 16$244K
LiabilitiesLn 26$1.0M
PeoplePt VI, VII
18
listed · VII A
PaidVII A4
Voting boardVI 1a13
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.6M
Total revenueLn 12$1.6M
Assets in detailPt X, end of year
InvestmentsLn 11–13$143K
Land, buildings, equipmentLn 10c$10K
Other assetsLn 15$21K
Total assetsLn 16$244K
LiabilitiesLn 26$1.0M
Net assetsLn 32−$775K
OperationsPt I, VI
EmployeesI 520
VolunteersI 613
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
InvestmentsLn 11–13$143K$143K
Land, buildings, equipmentLn 10c$17K$10K
Total assetsLn 16$229K$244K
LiabilitiesLn 26$1.0M$1.0M
Net assetsLn 32−$775K−$775K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$410K$328K$82K
Other salaries and wagesLn 7$408K$327K$82K
Pension plan contributionsLn 8$896$717$179
Other employee benefitsLn 9$18K$15K$4K
Payroll taxesLn 10$71K$57K$14K
Legal feesLn 11b$8K$8K
Accounting feesLn 11c$72K$72K
Lobbying feesLn 11d$3K$3K
Other fees for servicesLn 11g$12K$12K
Advertising and promotionLn 12$136K$136K
Office expensesLn 13$17K$14K$3K
TravelLn 17$6K$5K$1K
Conferences, conventions and meetingsLn 19$9K$9K
Depreciation, depletion and amortizationLn 22$7K$5K$1K
InsuranceLn 23$345K$276K$69K
Other expenses (24a–d)Ln 24$77K$77K
All other expensesLn 24e$2K$2K
Total functional expensesLn 25$1.6M$1.1M$474K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $4.3M$4.3M$0−$776K 990 PDF
FY2024 $2.0M$2.0M$0−$776K 990 PDF
FY2023 $1.9M$1.9M−$6−$776K 990 PDF
FY2022 $1.7M$1.7M−$850−$776K 990 PDF
FY2021 $1.7M$1.7M−$1−$775K 990 PDF
FY2020 Viewing $1.6M$1.6M−$136−$775K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $1,600,568 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $1,592,605$1,600,568
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,592,605$1,600,568
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $886,198$908,681
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $737,527$692,023
I-18 Total expensesPrior year $1,623,725$1,600,704
I-19 Revenue less expensesPrior year −$31,120−$136
Part VI · Governance 12 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,600,568 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,600,568$1,600,568
VIII-12 Total revenueRelated to mission $1,600,568 · Unrelated business $0 · Excluded from tax $0$1,600,568
Part IX · Statement of functional expenses $1,600,704 across 17 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $328,142 · Management $82,035$410,177
IX-7 Other salaries and wagesPrograms $326,732 · Management $81,683$408,415
IX-8 Pension plan contributionsPrograms $717 · Management $179$896
IX-9 Other employee benefitsPrograms $14,689 · Management $3,672$18,361
IX-10 Payroll taxesPrograms $56,666 · Management $14,166$70,832
IX-11b Legal feesManagement $7,848$7,848
IX-11c Accounting feesManagement $71,691$71,691
IX-11d Lobbying feesManagement $2,535$2,535
IX-11g Other fees for servicesPrograms $11,896$11,896
IX-12 Advertising and promotionManagement $135,566$135,566
IX-13 Office expensesPrograms $13,847 · Management $3,461$17,308
IX-17 TravelPrograms $4,846 · Management $1,212$6,058
IX-19 Conferences, conventions and meetingsPrograms $8,797$8,797
IX-22 Depreciation, depletion and amortizationPrograms $5,406 · Management $1,351$6,757
IX-23 InsurancePrograms $276,158 · Management $69,040$345,198
IX-24 Other expenses (24a–d)Programs $76,519$76,519
IX-24e All other expensesPrograms $1,850$1,850
IX-25 Total functional expensesPrograms $1,126,265 · Management $474,439 · Fundraising $0$1,600,704
Part X · Balance sheet $244,408 assets, 12 lines filed
X-8 Inventories for sale or useStart of year $9,829$9,694
X-9 Prepaid expenses and deferred chargesStart of year $46,767$60,819
X-10c Land, buildings and equipment, netStart of year $16,731$9,975
X-12 Other securitiesStart of year $143,000$143,000
X-15 Other assetsStart of year $13,093$20,920
X-16 Total assetsStart of year $229,420$244,408
X-17 Accounts payable and accrued expensesStart of year $198,681$206,865
X-25 Other liabilitiesStart of year $805,546$812,486
X-26 Total liabilitiesStart of year $1,004,227$1,019,351
X-27 Net assets without donor restrictionsStart of year −$774,807−$774,943
X-32 Total net assets or fund balancesStart of year −$774,807−$774,943
X-33 Total liabilities and net assetsStart of year $229,420$244,408
Part XI · Reconciliation of net assets −$774,943 net assets at year end
XI-1 Total revenue$1,600,568
XI-2 Total expenses$1,600,704
XI-3 Revenue less expenses−$136
XI-4 Net assets at start of year−$774,807
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$774,943

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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