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Nonprofiteer
← EASTWICK II SECTION 811 HOUSING CORPORATION

Form 990 for tax year 2023

Filed by EASTWICK II SECTION 811 HOUSING CORPORATION.

Totals

Total revenue
$205,194
Total expenses
$629,720
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$203,203
Investment income
$1,094
Other revenue
$897
Total assets, end of year
$1,449,881
Total liabilities, end of year
$1,936,757
Net assets or fund balances, end of year
-$486,876
Program services expenses (Part IX)
$369,558
Management and general expenses
$260,162
Fundraising expenses
$0
Program service expenses (Part III)
$369,558

Program services were 58.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: RENTAL REVENUE

    total $203,203 · related or exempt $203,203

  • 3 · Investment income

    total $1,094 · excluded $1,094

  • 11a · Other revenue: LAUNDRY & VENDING

    total $897 · excluded $897

  • 11e · Other revenue, total

    $897

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $87,136 · program services $27,213 · management and general $59,923

  • 8 · Pension plan contributions

    total $1,421 · program services $444 · management and general $977

  • 9 · Other employee benefits

    total $6,124 · program services $1,912 · management and general $4,212

  • 10 · Payroll taxes

    total $4,267 · program services $1,333 · management and general $2,934

  • 11a · Fees: management

    total $9,164 · management and general $9,164

  • 11b · Fees: legal

    total $1,114 · management and general $1,114

  • 11c · Fees: accounting

    total $17,438 · management and general $17,438

  • 11g · Fees: other

    total $174,458 · program services $168,312 · management and general $6,146

  • 13 · Office expenses

    total $52,667 · program services $43,809 · management and general $8,858

  • 14 · Information technology

    total $1,451 · management and general $1,451

  • 16 · Occupancy

    total $28,261 · program services $27,786 · management and general $475

  • 19 · Conferences, conventions and meetings

    total $814 · management and general $814

  • 22 · Depreciation, depletion and amortization

    total $79,926 · program services $79,926

  • 23 · Insurance

    total $16,433 · program services $16,433

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $146,454 · management and general $146,454

  • 24b · Other expenses: UNIFORMS

    total $1,230 · program services $1,230

  • 24c · Other expenses: LICENSES

    total $1,160 · program services $1,160

  • 24d · Other expenses: RESIDENT/CONSUMER ACTIV

    total $202 · management and general $202

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200 · end of year $200

  • 2 · Savings and temporary cash investments

    beginning of year $20,986 · end of year $62,258

  • 4 · Accounts receivable

    beginning of year $1,565

  • 9 · Prepaid expenses and deferred charges

    beginning of year $10,894 · end of year $15,758

  • 10a · Land, buildings and equipment: cost or other basis

    $3,196,013

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,109,099

  • 10c · Land, buildings and equipment, net

    beginning of year $1,044,634 · end of year $1,086,914

  • 15 · Other assets

    beginning of year $265,285 · end of year $284,751

  • 17 · Accounts payable and accrued expenses

    beginning of year $80,093 · end of year $43,799

  • 21 · Escrow or custodial account liability

    beginning of year $4,280 · end of year $5,129

  • 23 · Secured mortgages and notes payable

    beginning of year $404,324 · end of year $404,324

  • 25 · Other liabilities

    beginning of year $917,217 · end of year $1,483,505

  • 27 · Net assets without donor restrictions

    beginning of year -$62,350 · end of year -$486,876

Mission and programs · 2023

Mission

THE ORGANIZATION PROVIDES AFFORDABLE HOUSING TO PEOPLE WITH PHYSICAL DISABILITIES WHERE THEY ENJOY AN ENVIRONMENT OF INDEPENDENCE AND MOBILITY.

Activities or mission (Part I)

PROVIDE AFFORDABLE HOUSING TO PEOPLE WITH PHYSICAL DISABILITIES.

  • THE ORGANIZATION PROVIDES HUD-FUNDED WHEELCHAIR ACCESSIBLE HOUSING TO LOW INCOME PEOPLE WITH PHYSICAL DISABILITIES AT ITS 18-UNIT APARTMENT COMPLEX. DURING FY 2024, INGLIS GARDENS AT EASTWICK II MAINTAINED 90-95% OCCUPANCY IN ITS APARTMENTS.INGLIS GARDENS AT EASTWICK II OPENED IN FEBRUARY 2002 AND FEATURES 10 ONE-BEDROOM AND 8 TWO-BEDROOM ACCESSIBLE APARTMENTS DESIGNED FOR PEOPLE WITH PHYSICAL DISABILITIES WHO REQUIRE WHEELCHAIRS. THE APARTMENTS ARE FOR RENT BY LOW OR VERY LOW INCOME INDIVIDUALS, 18 YEARS OF AGE OR OLDER, WHO CAN LIVE INDEPENDENTLY. TENANTS MAY ALSO TAKE ADVANTAGE OF OTHER INGLIS PROGRAMS, INCLUDING:CARE MANAGEMENT - HELPING CLIENTS WITH PHYSICAL DISABILITIES TO ARRANGE AND MANAGE THE RESOURCES NECESSARY TO MAINTAIN A HEALTHY, INDEPENDENT LIFESTYLE.RESIDENT SERVICES COORDINATION- PROVIDING SERVICES THAT LINK RESIDENTS OF AFFORDABLE, ACCESSIBLE HOUSING TO SUPPORTIVE SERVICES AND COMMUNITY RESOURCESCOMMUNITY EMPLOYMENT SERVICES - FINDING EMPLOYMENT OPPORTUNITIES AND PROVIDING JOB COACHING AND TRAINING.ADULT DAY PROGRAM - PROVIDING STIMULATING SOCIAL, EDUCATIONAL, THERAPEUTIC AND WELLNESS ACTIVITIES.JOURNEYS- BEHAVIORAL HEALTH MOBILE PEER SUPPORT PARTNERSHIP SERVICESINGLIS ASSISTIVE TECHNOLOGY SOLUTIONS-ASSISTIVE TECHNOLOGY SOLUTIONS FOR COMMUNITY-BASED CLIENTS (ATS).

    Expenses $369,558 · Revenue $203,203

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ellen Pulver Flatt

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related

  • Denise Marbach

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related

  • Kel Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related

  • Tony Payton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related

  • Ian Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related

  • Ted Rosen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related

  • Dyann Roth

    PRESIDENT & CEO

    Total calculated
    $395,138
    From this org
    $0
    From related orgs
    $368,095
    Other
    $27,043
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,095 related
    Bonus
    $0 + $15,000 related
    Other
    $0
    Deferred
    $0 + $9,577 related
    Nontaxable benefits
    $0 + $17,466 related
    Filer's total
    $0 + $395,138 related

  • Christopher Bathe

    CFO

    Total calculated
    $284,096
    From this org
    $0
    From related orgs
    $259,508
    Other
    $24,588
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,525 related
    Bonus
    $0 + $21,983 related
    Other
    $0
    Deferred
    $0 + $7,548 related
    Nontaxable benefits
    $0 + $17,040 related
    Filer's total
    $0 + $284,096 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
COMPENSATION POLICY OF RELATED ORGANIZATION: THE PARENT ORGANIZATION, INGLIS FOUNDATION, RETAINS AN EXTERNAL FIRM TO CONDUCT MARKET STUDIES AND MAKE RECOMMENDATIONS FOR COMPENSATION. EXECUTIVE COMPENSATION IS EVALUATED ANNUALLY AND THE FINDINGS ARE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. AN ANNUAL BENCHMARK IS CONDUCTED FOR EXECUTIVE COMPENSATION AND FOR ANY POSITION THAT IS IN HIGH DEMAND AND AN EXTERNAL FIRM PROVIDES OVERALL TRENDS FOR THE YEAR. COMPENSATION HAS BEEN REVIEWED IN 2022. THE ORGANIZATION USES THIS POLICY TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • INGLIS APARTMENTS AT ELMWOOD LP

    TO OWN AND OPERATE HOUSING UNITS FOR PERSONS WITH PHYSICAL DISABILITIES · PA

  • MISSION GREEN LP

    TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

  • BELMONT SPECIALTY HOUSING I LP

    TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

  • BELMONT SPECIALTY HOUSING II LP

    TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

  • BELMONT SPECIALTY HOUSING GENERAL PARTNER I LP

    TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

  • BELMONT SPECIALTY HOUSING GENERAL PARTNER II LP

    TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

  • BELMONT SPECIALTY HOUSING MANAGER LLC

    TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

  • BELMONT SPECIALTY HOUSING GP II LLC

    TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

  • INGLIS METHODIST GARDENS LP

    TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

  • MAKEMIE COURT LP

    TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • INGLIS APARTMENTS AT ELMWOOD INC

    C · TO PROVIDE HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES · PA

  • INGLIS APARTMENTS AT MISSION GREEN INC

    C · TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

  • BELMONT INGLIS HOUSING CORPORATION

    C · TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

  • INGLIS IMG INC

    C · TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

  • IHC MAKEMIE HOUSING INC

    C · TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

  • PENNYPACK INGLIS HOUSING CORPORATION

    C · TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA

Provenance

Return type
form_990
Tax year
2023
Filed
11 May 2025
IRS schema version
2023v6.0
Source object
202541339349301414

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