Phi Group Return

Also known as Presbyterian Senior Living

Dillsburg, PA · EIN 41-2273452 · 501(c)(3) · Publicly supported organization (509(a)(2))
Latest filing: Form 990 for calendar year 2024 (tax year 2024) · View the filing · Correct or respond

Phi Group Return reported $278.6 million in revenue and $271.1 million in expenses for calendar year 2024. Of every $100 it spent, $85.72 went to program services, $14.25 to management and general costs and $0.03 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 95.4% of the total. The highest compensation it reported for one person was $584,629 (BOARD PRESIDENT & CEO). 95 people received more than $100,000 in reportable compensation. Revenue rose 16% between 2019 and 2024. Source: Form 990, 2024.

Where $100 of spending went

Calendar year 2024 · Form 990, Part IX, line 25 · total expenses $271M

Program services$85.72 $232M
Management & general$14.25 $39M
Fundraising$0.03 $76,476

For context, the median across 2,433 covered unclassified charities: $88.27 programs, $11.68 management, $0.05 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

Calendar year 2024 · Form 990, Part VIII · total revenue $279M

Contributions & grants (non-government)$0.95 $2.6M
Government grants$0.31 $855K
Program service revenue$95.42 $266M
Investment income$3.07 $8.6M
Other revenue$0.25 $693K

The 990 scorecard · same measures for every charity, no grades

2024 filing. Median across 2,433 covered charities in this category, from their latest filings.
Measure	2024	Median
Program services Part IX 25(B) ÷ 25(A)	85.7%	86.7%
Management & general Part IX 25(C) ÷ 25(A)	14.2%	11.5%
Fundraising Part IX 25(D) ÷ 25(A)	0.0%	0.0%
Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h	$0.02	$0.01
Contributions & grants share of revenue Part VIII 1h ÷ 12	1.3%	29.9%
Government grants share of revenue Part VIII 1e ÷ 12	0.3%	3.8%
Program service revenue share Part VIII 2g ÷ 12	95.4%	58.9%
Highest reported compensation Part VII-A, columns D–F	$584,629	$301,601
Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A)	0.22%	1.38%
People paid over $100,000 Part VII, line 2	95	6
Net assets, in months of expenses Part X 33(B) ÷ monthly expenses	10.9	6.8
Independent voting board members Part VI 1a–1b	14 of 14	100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

2024 · Form 990, Part III · the three largest programs by expense

$202M expenses · 86.9% of program spending · revenue $264M

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)

$30M expenses · 13.1% of program spending · revenue $2.0M

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)

Highest reported compensation

2024 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here

Role	From this org	From related orgs	Other	Total
BOARD PRESIDENT & CEO Officer, 40.00 hrs/week	$0	$548,230	$36,399	$584,629
SENIOR VICE PRESIDENT/CFO/CSO Officer, 40.00 hrs/week	$0	$407,120	$35,056	$442,176
CHIEF OPERATING OFFICER Key employee, 40.00 hrs/week	$0	$302,380	$30,216	$332,596
SENIOR VP OF HUMAN RESOURCES Key employee, 40.00 hrs/week	$0	$272,135	$17,534	$289,669
BRD ASST SEC'Y & SVP CHIEF BUS. INTEG. Officer, 40.00 hrs/week	$0	$242,774	$14,850	$257,624
REGIONAL VP OF OPERATIONS Key employee, 40.00 hrs/week	$0	$197,516	$29,884	$227,400
AREA DIRECTOR Highest compensated employee, 40.00 hrs/week	$203,513	$0	$11,709	$215,222
VP OF HOUSING OPERATIONS Key employee, 40.00 hrs/week	$184,680	$0	$25,699	$210,379

95 people received more than $100,000 in reportable compensation from Phi Group Return (Part VII, line 2). Compensation of current officers, directors and key employees totaled $210K (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked

RevenueExpenses

Filing	Revenue	Expenses	Programs	Net assets	Top pay
2024 ⓘ	$279M	$271M	85.7%	$246M	$584,629
2023 ⓘ	$242M	$237M	84.4%	$230M	$505,552
2022 ⓘ	$219M	$216M	88.3%	$215M	$570,163
2021 ⓘ	$261M	$224M	89.7%	$236M	$551,562
2020 ⓘ	$245M	$244M	89.2%	$194M	$704,025
2019 ⓘ	$241M	$233M	91.1%	$191M	$413,219

Governance answers, as filed

2024 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means

Voting board members, and how many are independent Part VI, lines 1a–1b14 · 14 independent
Audited financial statements Part XII 2bYes
Conflict-of-interest policy Part VI 12aYes
Whistleblower policy Part VI 13Yes
Document retention policy Part VI 14Yes
Independent process for top executive pay Part VI 15aYes
Board given the 990 before filing Part VI 11aYes
Family or business ties among insiders Part VI 2Yes
Aware of a significant diversion of assets Part VI 5No
Excess benefit transaction with an insider Part IV 25aNo
Loans to or from insiders outstanding Part IV 26No
Lobbying, or a 501(h) election in effect Part IV 4No
Over $15,000 of professional fundraising services Part IV 18Yes
Over $10,000 of activity outside the U.S. Part IV 14bNo
Employees Part I, line 53,497
Volunteers Part I, line 6859

Largest outside contractors

2024 · Form 990, Part VII, Section B · businesses only

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

Individuals listed as contractors are left out. 215 contractors were paid more than $100,000 in all.

Correct a figure or respond

Every number above is copied from Phi Group Return's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Phi Group Return, you can publish a response that is linked from this page.

Report a correction Respond as Phi Group Return How this works

Similar-sized charities in this cause

Trinity Health of New England Provider Network Organization
Hartford, CT · revenue $273M · programs 96.3% · FY2025
Leesar
Fort Myers, FL · revenue $279M · programs 99.6% · FY2025
Burrell
Springfield, MO · revenue $260M · programs 84.1% · FY2025
Jhpiego Corporation
Baltimore, MD · revenue $281M · programs 94.8% · FY2025
Jsi Research & Training Institute
Boston, MA · revenue $259M · programs 84.3% · FY2025

All unclassified charities · Largest charities in Pennsylvania

Questions people ask

How much of Phi Group Return's spending goes to programs?

In calendar year 2024, Phi Group Return reported that 85.7% of its $271.1 million in expenses went to program services, 14.2% to management and general and 0.0% to fundraising (Form 990, Part IX).

How much does Phi Group Return pay its top executive?

The largest total compensation Phi Group Return reported for one person in calendar year 2024 was $584,629, for the role of BOARD PRESIDENT & CEO (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does Phi Group Return get its money?

Of $278.6 million in revenue in calendar year 2024, 1.3% came from contributions and grants (including 0.3% from government grants) and 95.4% from program service revenue (Form 990, Part VIII).

Is Phi Group Return a registered charity?

The IRS lists EIN 41-2273452 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

2024: Form 990 for calendar year 2024, object 202523099349301007 · read the filing · XML
2023: Form 990 for calendar year 2023, object 202443069349301239 · read the filing
2022: Form 990 for calendar year 2022, object 202323119349303407 · read the filing
2021: Form 990 for calendar year 2021, object 202203189349304270 · read the filing
2020: Form 990 for calendar year 2020, object 202113129349304486 · read the filing
2019: Form 990 for calendar year 2019, object 202023029349301977 · read the filing

All filings for EIN 41-2273452: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.