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Nonprofiteer
← INGLIS HOUSING CORPORATION

Form 990 for tax year 2023

Filed by INGLIS HOUSING CORPORATION.

Totals

Total revenue
$1,550,645
Total expenses
$2,090,609
Contributions and grants received
$623,000
Grants paid
$254,532
Program service revenue
$739,956
Investment income
$187,689
Other revenue
$0
Total assets, end of year
$13,041,900
Total liabilities, end of year
$12,816,453
Net assets or fund balances, end of year
$225,447
Program services expenses (Part IX)
$1,486,345
Management and general expenses
$604,264
Fundraising expenses
$0
Program service expenses (Part III)
$1,486,345

Program services were 71.1% 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.

  • 1e · Government grants (contributions)

    $620,000

  • 1f · All other contributions, gifts and grants

    $3,000

  • 2a · Program service revenue: RENT REVENUE

    total $264,773 · related or exempt $264,773

  • 2b · Program service revenue: MANAGEMENT FEES

    total $243,661 · related or exempt $243,661

  • 2c · Program service revenue: DEVELOPER FEES

    total $231,522 · related or exempt $231,522

  • 3 · Investment income

    total $187,689 · excluded $187,689

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $254,532 · program services $254,532

  • 7 · Other salaries and wages

    total $432,497 · program services $432,497

  • 8 · Pension plan contributions

    total $9,861 · program services $9,861

  • 9 · Other employee benefits

    total $37,074 · program services $37,074

  • 10 · Payroll taxes

    total $26,320 · program services $26,320

  • 11a · Fees: management

    total $22,380 · management and general $22,380

  • 11b · Fees: legal

    total $12,919 · management and general $12,919

  • 11c · Fees: accounting

    total $10,914 · management and general $10,914

  • 11g · Fees: other

    total $274,950 · program services $274,950

  • 12 · Advertising and promotion

    total $507 · program services $507

  • 13 · Office expenses

    total $82,468 · program services $82,468

  • 14 · Information technology

    total $11,681 · program services $11,681

  • 16 · Occupancy

    total $108,951 · program services $108,951

  • 17 · Travel

    total $7,742 · program services $7,742

  • 19 · Conferences, conventions and meetings

    total $8,842 · program services $8,842

  • 22 · Depreciation, depletion and amortization

    total $56,209 · program services $56,209

  • 23 · Insurance

    total $82,398 · program services $82,398

  • 24a · Other expenses: SUPPORT SERVICES

    total $558,051 · management and general $558,051

  • 24b · Other expenses: CLIENT ASSISTANCE EXPEN

    total $54,983 · program services $54,983

  • 24c · Other expenses: MISC EXPENSES

    total $33,449 · program services $33,449

  • 24d · Other expenses: DUES, SUBSCRIPTIONS & L

    total $3,444 · program services $3,444

  • 24e · All other expenses

    total $437 · program services $437

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $238,049 · end of year $149,981

  • 4 · Accounts receivable

    beginning of year $39,373 · end of year $37,289

  • 7 · Other notes and loans receivable

    beginning of year $5,218,419 · end of year $6,162,546

  • 9 · Prepaid expenses and deferred charges

    beginning of year $12,911 · end of year $16,750

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

    $3,370,642

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

    $2,722,682

  • 10c · Land, buildings and equipment, net

    beginning of year $628,858 · end of year $647,960

  • 13 · Investments: program-related

    beginning of year $112,500 · end of year $112,500

  • 15 · Other assets

    beginning of year $3,956,899 · end of year $5,914,874

  • 17 · Accounts payable and accrued expenses

    beginning of year $154,830 · end of year $111,510

  • 21 · Escrow or custodial account liability

    beginning of year $9,126 · end of year $7,648

  • 24 · Unsecured notes and loans payable

    beginning of year $650,000 · end of year $650,000

  • 25 · Other liabilities

    beginning of year $8,627,642 · end of year $12,047,295

  • 27 · Net assets without donor restrictions

    beginning of year $765,411 · end of year $222,722

  • 28 · Net assets with donor restrictions

    end of year $2,725

Mission and programs · 2023

Mission

TO PROVIDE AFFORDABLE, ACCESSIBLE AND SAFE HOUSING FOR PEOPLE WITH PHYSICAL DISABILITIES WHERE THEY ENJOY AN ENVIRONMENT OF INDEPENDENCE AND MOBILITY, ACHIEVE THEIR GOALS AND LIVE LIFE TO THE FULLEST.

Activities or mission (Part I)

THE DEVELOPMENT AND OPERATION OF AFFORDABLE, WHEELCHAIR ACCESSIBLE RENTAL HOUSING.

  • SINCE ITS FOUNDING IN 1877, INGLIS HAS BEEN SUPPORTING PEOPLE WITH DISABILITIES TO ACHIEVE THEIR GOALS AND LIVE LIFE TO THE FULLEST. FROM LONG-TERM CARE, HOME MODIFICATIONS AND ASSISTIVE TECHNOLOGY, INDEPENDENT LIVING APARTMENTS, TO OTHER COMMUNITY-BASED PROGRAMMING, INGLIS MEETS THE NEEDS OF MORE THAN 2,000 INDIVIDUALS ANNUALLY WITH PHYSICAL DISABILITIES AND OLDER ADULTS ALONG A CONTINUUM OF CARE. INGLIS HAS THREE KEY AREAS OF PROGRAMMATIC FOCUS UNDER THE PARENT OF INGLIS FOUNDATION, INCLUDING: INGLIS COMMUNITY SERVICES, A COLLECTION OF PROGRAMS THAT SUPPORT PEOPLE WITH DISABILITIES TO MAXIMIZE THEIR INDEPENDENCE WHEREVER THEY CHOOSE TO LIVE ; INGLIS HOUSING CORPORATION, THE LARGEST PRIVATE DEVELOPER AND OPERATOR IN THE PHILADELPHIA REGION OF AFFORDABLE, ACCESSIBLE INDEPENDENT LIVING APARTMENTS FOR PEOPLE WITH DISABILITIES; AND INGLIS HOUSE, A VIBRANT, SPECIALIZED LONG-TERM SKILLED REHABILITATION FACILITY FOR ADULTS 18 AND OLDER WHO UTILIZE WHEELCHAIRS FOR MOBILITY. INGLIS INFUSES ASSISTIVE TECHNOLOGY IN ALL ITS SERVICES AND IS COMMITTED TO PERSON-CENTERED SERVICES. INGLIS HOUSING CORPORATION :FOR NEARLY HALF A CENTURY, INGLIS HOUSING CORPORATION (IHC) HAS BEEN COMMITTED TO DEVELOPING AFFORDABLE, ACCESSIBLE INDEPENDENT-LIVING APARTMENT COMMUNITIES. SINCE BUILDING ITS FIRST HOUSING COMMUNITY IN 1975 (THE MORRIS-KLEIN APARTMENTS) ON THE GROUNDS OF INGLIS'S BELMONT AVENUE LOCATION, IHC, A SUBSIDIARY OF INGLIS FOUNDATION, HAS BEEN STRIVING TO MAKE HOUSING COMMUNITIES WHERE PEOPLE WITH DISABILITIES CAN HAVE THAT SPECIAL FEELING OF TRULY BEING HOME. TODAY IHC IS THE LARGEST PRIVATE DEVELOPER OF AFFORDABLE, ACCESSIBLE HOUSING IN THE PHILADELPHIA REGION WITH 13 COMMUNITIES REPRESENTING 338 ACTIVELY MANAGED AND 88 ADDITIONAL DEVELOPED UNITS AS OF 2024. THESE COMMUNITIES ARE LOCATED THROUGHOUT GREATER PHILADELPHIA AND NEW JERSEY AND PROVIDE RESIDENT SUPPORTS COORDINATION, ACCESSIBLE HOUSING TO PEOPLE WITH DISABILITIES, AS WELL AS AFFORDABLE HOUSING FOR COMMUNITY RESIDENTS. IHC HAS RECEIVED NUMEROUS AWARDS AND CITATIONS RECOGNIZING ITS COMMUNITIES.

    Expenses $1,486,345 · Grants $254,532 · Revenue $739,956

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

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related

  • Kel 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

  • 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

  • Dyann Roth

    PRESIDENT & CEO

    Total calculated
    $395,138
    From this org
    $0
    From related orgs
    $368,095
    Other
    $27,043
    Hours/week
    3 + 37 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
    5 + 35 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

  • Cheryl Whitfield

    CHIEF PEOPLE & CULTURE OFFICER

    Total calculated
    $260,724
    From this org
    $0
    From related orgs
    $253,925
    Other
    $6,799
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $232,968 related
    Bonus
    $0 + $20,957 related
    Other
    $0
    Deferred
    $0 + $3,328 related
    Nontaxable benefits
    $0 + $3,471 related
    Filer's total
    $0 + $260,724 related

  • Karen Voegele

    CHIEF QUALITY & COMPLIANCE OFFICER

    Total calculated
    $241,840
    From this org
    $0
    From related orgs
    $232,035
    Other
    $9,805
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,409 related
    Bonus
    $0 + $20,626 related
    Other
    $0
    Deferred
    $0 + $5,809 related
    Nontaxable benefits
    $0 + $3,996 related
    Filer's total
    $0 + $241,840 related

  • Theresa Jenkinson

    CHIEF STRATEGY OFFICER

    Total calculated
    $221,445
    From this org
    $0
    From related orgs
    $198,263
    Other
    $23,182
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $177,637 related
    Bonus
    $0 + $20,626 related
    Other
    $0
    Deferred
    $0 + $6,028 related
    Nontaxable benefits
    $0 + $17,154 related
    Filer's total
    $0 + $221,445 related

  • Annie Grant

    OPERATIONS MANAGER - IHC

    Total calculated
    $112,493
    From this org
    $100,973
    From related orgs
    $0
    Other
    $11,520
    Hours/week
    40

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

  • 7 · Other non-fixed payments

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
  • 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, LINE 7
BONUSES ARE APPROVED BY THE COMMITTEE OF THE BOARD AND BOARD CHAIR. THE AMOUNTS WERE DETERMINED BY CEO AND BOARD BASED ON AN INCENTIVE PLAN CALLED SUCCESS MEASURES. THERE ARE VARIOUS PERFORMANCE TARGETS THAT MUST BE MET FOR THE ORGANIZATION THAT INCLUDE BOTH FINANCIAL AND NON-FINANCIAL MEASURES.

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

  • BELMONT SPECIALTY HOUSING I LP

    $254,438

    FUND REPLACEMENT OF ELEVATORS

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.

  • INGLIS HOUSE

    501(C)(3) · TO PROVIDE SPECIALTY NURSING CARE FOR PERSONS WITH PHYSICAL DISABILITIES · PA

    Directly controlled by INGLIS FOUNDATION

  • INGLIS FOUNDATION

    501(C)(3) · TO PROVIDE STRATEGIC PLANNING, FUNDRAISING, AND PUBLIC RELATION FOR INGLIS · PA

  • EASTWICK SECTION 811 HOUSING CORPORATION

    501(C)(3) · TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES · PA · controlled entity

    Directly controlled by INGLIS HOUSING CORPORATION

  • EASTWICK II SECTION 811 HOUSING CORPORATION

    501(C)(3) · TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES · PA · controlled entity

    Directly controlled by INGLIS HOUSING CORPORATION

  • EVESHAM SECTION 811 HOUSING CORPORATION

    501(C)(3) · TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES · PA · controlled entity

    Directly controlled by INGLIS HOUSING CORPORATION

  • WASHINGTON LANE SECTION 811 HOUSING CORPORATION

    501(C)(3) · TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES · PA · controlled entity

    Directly controlled by INGLIS HOUSING CORPORATION

  • GERMANTOWN SECTION 811 HOUSING CORPORATION

    501(C)(3) · TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES · PA · controlled entity

    Directly controlled by INGLIS HOUSING CORPORATION

  • INGLIS COMMUNITY SERVICES

    501(C)(3) · TO PROVIDE COMMUNITY-BASED SERVICES FOR PERSONS WITH DISABILITIES · PA

    Directly controlled by INGLIS FOUNDATION

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

    RELATED · TO OWN AND OPERATE HOUSING UNITS FOR PERSONS WITH PHYSICAL DISABILITIES · PA · 0.01% owned · share of income -$42 · share of assets $659 · general or managing partner

    Directly controlled by INGLIS APARTMENTS AT ELMWOOD INC

  • MISSION GREEN LP

    RELATED · TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA · 0.01% owned · share of income -$32 · share of assets $537 · general or managing partner

    Directly controlled by INGLIS APARTMENTS AT MISSION GREEN INC

  • BELMONT SPECIALTY HOUSING I LP

    RELATED · TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA · 0.01% owned · general or managing partner

    Directly controlled by BELMONT SPECIALTY HOUSING GP I LP

  • BELMONT SPECIALTY HOUSING II LP

    RELATED · TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA · 0.01% owned · general or managing partner

    Directly controlled by BELMONT SPECIALTY HOUSING GP II LP

  • BELMONT SPECIALTY HOUSING GENERAL PARTNER I LLP

    RELATED · TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA · 50.99% owned · general or managing partner

    Directly controlled by BELMONT INGLIS HOUSING CORPORATION

  • BELMONT SPECIALTY HOUSING GENERAL PARTNER II LLP

    RELATED · TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA · 50.99% owned · general or managing partner

    Directly controlled by BELMONT INGLIS HOUSING CORPORATION

  • BELMONT SPECIALTY HOUSING MANAGER LLC

    RELATED · TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA · 50.99% owned · general or managing partner

    Directly controlled by BELMONT INGLIS HOUSING CORPORATION

  • BELMONT SPECIALTY HOUSING GP II LLC

    RELATED · TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA · 51% owned · general or managing partner

    Directly controlled by BELMONT INGLIS HOUSING CORPORATION

  • INGLIS METHODIST GARDENS LP

    RELATED · TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA · 0.01% owned · share of income -$63 · share of assets $774 · general or managing partner

    Directly controlled by INGLIS IMG INC

  • 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 · 0.01% owned · share of income -$42 · share of assets $659 · controlled entity

    Directly controlled by INGLIS HOUSING CORPORATION

  • INGLIS APARTMENTS AT MISSION GREEN INC

    C · TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA · share of income -$32 · share of assets $537 · controlled entity

    Directly controlled by INGLIS HOUSING CORPORATION

  • BELMONT INGLIS HOUSING CORPORATION

    C · TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA · 100% owned

    Directly controlled by INGLIS HOUSING CORPORATION

  • INGLIS IMG INC

    C · TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA · 0.01% owned · share of income $63 · share of assets $774

    Directly controlled by INGLIS HOUSING CORPORATION

  • IHC MAKEMIE HOUSING INC

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

    Directly controlled by INGLIS FOUNDATION

  • PENNYPACK INGLIS HOUSING CORPORATION

    C · TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS · PA · 0.01% owned · share of income -$21 · share of assets -$182

    Directly controlled by INGLIS HOUSING CORPORATION

Provenance

Return type
form_990
Tax year
2023
Filed
11 May 2025
IRS schema version
2023v6.0
Source object
202501339349301310

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