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← INGLIS COMMUNITY SERVICES INCORPORATED

Form 990 for tax year 2022

Filed by INGLIS COMMUNITY SERVICES INCORPORATED.

Totals

Total revenue
$2,061,160
Total expenses
$2,304,450
Contributions and grants received
$1,973,842
Grants paid
$30,000
Program service revenue
$87,318
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,444,232
Total liabilities, end of year
$1,573,940
Net assets or fund balances, end of year
-$129,708
Program services expenses (Part IX)
$977,621
Management and general expenses
$1,326,829
Fundraising expenses
$0
Program service expenses (Part III)
$977,621

Program services were 42.4% 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.

  • 1d · Related organizations

    $105,840

  • 1e · Government grants (contributions)

    $1,638,125

  • 1f · All other contributions, gifts and grants

    $229,877

  • 2a · Program service revenue: CONFERENCE REVENUE

    total $87,318 · related or exempt $87,318

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $20,000 · program services $20,000

  • 2 · Grants to domestic individuals

    total $10,000 · program services $10,000

  • 7 · Other salaries and wages

    total $1,224,728 · program services $618,559 · management and general $606,169

  • 8 · Pension plan contributions

    total $35,215 · program services $18,514 · management and general $16,701

  • 9 · Other employee benefits

    total $181,364 · program services $115,738 · management and general $65,626

  • 10 · Payroll taxes

    total $95,902 · program services $54,149 · management and general $41,753

  • 11c · Fees: accounting

    total $11,654 · management and general $11,654

  • 11g · Fees: other

    total $97,414 · program services $97,414

  • 12 · Advertising and promotion

    total $3,473 · management and general $3,473

  • 13 · Office expenses

    total $17,567 · management and general $17,567

  • 14 · Information technology

    total $15,001 · management and general $15,001

  • 16 · Occupancy

    total $5,278 · management and general $5,278

  • 17 · Travel

    total $82,357 · management and general $82,357

  • 19 · Conferences, conventions and meetings

    total $45,250 · management and general $45,250

  • 23 · Insurance

    total $4,800 · management and general $4,800

  • 24a · Other expenses: CONSTRUCTION

    total $265,503 · management and general $265,503

  • 24b · Other expenses: SUPPORT SERVICES

    total $106,670 · management and general $106,670

  • 24c · Other expenses: RESIDENT SUPPLIES

    total $40,550 · program services $40,287 · management and general $263

  • 24d · Other expenses: TRAINING AND EDUCATION

    total $15,614 · management and general $15,614

  • 24e · All other expenses

    total $26,110 · program services $2,960 · management and general $23,150

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $341,823 · end of year $690,597

  • 3 · Pledges and grants receivable

    beginning of year $174,949 · end of year $174,949

  • 4 · Accounts receivable

    beginning of year $564,798 · end of year $578,686

  • 17 · Accounts payable and accrued expenses

    beginning of year $139,066 · end of year $231,388

  • 19 · Deferred revenue

    end of year $524,492

  • 24 · Unsecured notes and loans payable

    beginning of year $153,226 · end of year $0

  • 25 · Other liabilities

    beginning of year $675,696 · end of year $818,060

  • 27 · Net assets without donor restrictions

    beginning of year $42,646 · end of year -$445,853

  • 28 · Net assets with donor restrictions

    beginning of year $70,936 · end of year $316,145

Mission and programs · 2022

Mission

INGLIS' MISSION IS TO ENABLE PEOPLE WITH DISABILITIES - AND THOSE WHO CARE FOR THEM - TO ACHIEVE THEIR GOALS AND LIVE LIFE TO THE FULLEST.

Activities or mission (Part I)

THE PRIMARY GOAL IS TO HELP PEOPLE WITH DISABILITIES LIVE WELL IN THE COMMUNITY.

  • FOUNDED IN 1877, INGLIS HAS BEEN SUPPORTING PEOPLE WITH DISABILITIES TO LIVE THE LIVES THEY CHOOSE, WHERE AND HOW THEY CHOOSE. INGLIS IS A NATIONAL LEADER IN PROVIDING COMPREHENSIVE CARE AND SERVICES FOR PEOPLE LIVING WITH MULTIPLE SCLEROSIS, CEREBRAL PALSY, SPINAL CORD INJURIES AND OTHER NEUROLOGICAL DISORDERS RESULTING IN SOME LEVEL OF PARALYSIS AND MOBILITY IMPAIRMENT. FROM ASSISTIVE TECHNOLOGY, INDEPENDENT LIVING APARTMENTS, AND OTHER COMMUNITY-BASED PROGRAMMING, TO LONG-TERM CARE INGLIS MEETS THE NEEDS OF THE PEOPLE WE SERVE ALONG THE 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 WHO CHOOSE TO LIVE INDEPENDENTLY IN THE COMMUNITY; INGLIS HOUSING CORPORATION, THE LARGEST PRIVATE DEVELOPER IN THE PHILADELPHIA AREA OF AFFORDABLE, ACCESSIBLE INDEPENDENT LIVING APARTMENTS FOR PEOPLE WITH DISABILITIES; AND INGLIS HOUSE, A SPECIALIZED LONG-TERM CARE FACILITY FOR ADULTS 18 AND OLDER. ALL OF THESE SERVICES ARE SUPPORTED BY INGLIS' THOUGHT LEADERSHIP AND EXPERTISE IN ASSISTIVE TECHNOLOGY AS WELL AS A COMMITMENT TO PERSON-CENTERED CARE. INGLIS SERVES MORE THAN 2,500 PEOPLE DIRECTLY, AND MANY MORE INDIRECTLY THROUGH ITS WEBSITE, WWW.INGLIS.ORG, AND OTHER OUTREACH ACTIVITIES SUPPORTING ITS MISSION TO "ENABLE PEOPLE WITH DISABILITIES AND THOSE WHO CARE FOR THEM TO ACHIEVE THEIR GOALS AND LIVE LIFE TO THE FULLEST."INGLIS COMMUNITY SERVICES INGLIS COMMUNITY SERVICES (ICS) INCLUDES A SUITE OF LONG-TERM SUPPORTS AND SERVICES, BEHAVIORAL HEALTH, HOUSING SERVICES AND ASSISTIVE TECHNOLOGY PROGRAMS THAT ENABLE INDIVIDUALS WITH PHYSICAL DISABILITIES TO LIVE WELL IN THE COMMUNITY. CERTAIN ICS PROGRAMS ALSO SERVE OLDER ADULTS AND/OR SUPPORT A SMALLER SUBSET OF INDIVIDUALS WHO HAVE INTELLECTUAL AND DEVELOPMENTAL (IDD) DISABILITIES AND BEHAVIORAL HEALTH CHALLENGES.SERVICES PROVIDED- ASSISTIVE TECHNOLOGY SERVICES (ATS): INCLUDING INGLIS HOUSE PROGRAMS AS WELL AS COMMUNITY-BASED CLIENTS, ATS PROVIDES CUSTOMIZED ASSESSMENT, TRAINING, MODIFICATIONS, AND ON-GOING SUPPORT TO INDIVIDUALS WITH DISABILITIES AND OLDER ADULTS TO ENABLE THEM TO SUCCESSFULLY UTILIZE TECHNOLOGY FOR LIVING AND WORKING AS INDEPENDENTLY AS POSSIBLE.- CARE MANAGEMENT PROVIDES CONTRACTED CARE MANAGEMENT SERVICES FOR THE NATIONAL MULTIPLE SCLEROSIS SOCIETY AND JEFFERSON'S MULTIPLE SCLEROSIS CLINIC.- RESIDENT SERVICES COORDINATION (RSC) PROVIDES SERVICES THAT LINK RESIDENTS OF AFFORDABLE, ACCESSIBLE HOUSING TO SUPPORTIVE SERVICES AND COMMUNITY RESOURCES.- COMMUNITY EMPLOYMENT SERVICES (CES) PROVIDES PHOTO IDENTIFICATION, JANITORIAL SERVICES, AND JOB COACHING SUPPORT TO PARTICIPANTS WITH DISABILITIES.- CONNECTIONS DAY PROGRAM PROVIDES ENHANCED DAY PROGRAM SERVICES FUNDED THROUGH COMMUNITY HEALTH CHOICES, WAIVERS, AND THE OFFICE OF DEVELOPMENTAL PROGRAMS.- JOURNEYS, INGLIS' BEHAVIORAL HEALTH MOBILE PEER SUPPORT PARTNERSHIP, IS A SPECIALIZED CERTIFIED PEER SPECIALIST PROGRAM FOR INDIVIDUALS WITH DISABILITIES AND MENTAL HEALTH CHALLENGES.- SELF-DETERMINATION HOUSING OF PENNSYLVANIA: ALIGNED WITH INGLIS' MISSION TO PROMOTE SELF-DETERMINATION IN HOUSING FOR LOW-INCOME INDIVIDUALS WITH DISABILITIES AND OLDER ADULTS IN PENNSYLVANIA, THE PROGRAM SERVICES INCLUDE STATEWIDE ACCESSIBLE HOUSING TRAINING, EDUCATION, OUTREACH, MANAGEMENT OF THE 811 WAITLIST, AND HOME MODIFICATIONS VIA GRANTS FROM VARIOUS ORGANIZATIONS. - THE INGLIS IMPACT ACCELERATOR PROVIDES INVESTMENT AND INCUBATION SERVICES FOR EMERGING INNOVATIVE AND OUTCOMES-DRIVEN ENTERPRISES SUPPORTING HEALTH CARE, SERVICES AND PRODUCTS DESIGNED FOR AND/OR BY PEOPLE WITH DISABILITIES ACROSS THE COUNTRY.- INGLIS LANDLORD RISK MITIGATION FUND IS DESIGNED TO INCENTIVIZE LANDLORDS AND PROPERTY MANAGERS TO LEASE RENTAL UNITS TO TENANTS WITH A DOCUMENTED DISABILITY. THE PROGRAM IS TARGETED TOWARD NURSING-HOME TRANSITION (NHT) MEMBERS OF COMMUNITY HEALTHCHOICES (CHC) PLANS ACROSS PENNSYLVANIA. OVER TIME, INGLIS/SDHP SEEK TO EXPAND THIS AUDIENCE TO SERVE LOW-INCOME INDIVIDUALS WITH DISABILITIES WHO MAY BE ASSOCIATED WITH OTHER FUNDING STREAMS, INCLUDING THE OFFICE OF DEVELOPMENT PROGRAMS (ODP), THE OFFICE OF MENTAL HEALTH AND SUBSTANCE ABUSE (OMHSAS), OTHER MEDICAID AND DUAL SPECIAL NEEDS PLANS.- INGLIS INNOVATION CENTERS (IIC) IN PHILADELPHIA AND PITTSBURGH. THE IIC-PHILADELPHIA IS THE HOME OF ALL COMMUNITY-BASED SERVICES IN PHILADELPHIA. THE IIC-PITTSBURGH WAS DEVELOPED IN PARTNERSHIP WITH HIGHMARK WHOLECARE IN SUBURBAN GENERAL HOSPITAL (SGH), CURRENTLY BEING REDEVELOPED BY THE ALLEGHENY HEALTH NETWORK (AHN) FOR ENTITIES WORKING TO IMPACT SOCIAL DETERMINANTS OF HEALTH. BOTH IICS ARE FOCUSED ON CREATING A SAFE AND WELCOMING SPACE FOR THE DISABILITY COMMUNITY AND SHOWCASING INNOVATIVE SERVICES THAT SUPPORT INDIVIDUALS WITH DISABILITIES AND THEIR CAREGIVERS.

    Expenses $977,621 · Grants $30,000 · Revenue $87,318

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Fady Sahhar

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related
  • James Logue

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related
  • Anwesha Dutta

    TREASURER

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related
  • Laval Miller-Wilson

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related
  • Leslie Van Alstyne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related
  • Cindy Daley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related
  • Dyann Roth

    PRESIDENT & CEO

    Total calculated
    $425,472
    From this org
    $0
    From related orgs
    $399,947
    Other
    $25,525
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $353,245 related
    Bonus
    $0 + $46,702 related
    Other
    $0
    Deferred
    $0 + $8,633 related
    Nontaxable benefits
    $0 + $16,892 related
    Filer's total
    $0 + $425,472 related
  • Christopher Bathe

    CFO

    Total calculated
    $293,648
    From this org
    $0
    From related orgs
    $269,248
    Other
    $24,400
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,582 related
    Bonus
    $0 + $16,666 related
    Other
    $0
    Deferred
    $0 + $7,934 related
    Nontaxable benefits
    $0 + $16,466 related
    Filer's total
    $0 + $293,648 related
  • Cheryl Whitfield

    CHIEF PEOPLE & CULTURE OFFICER

    Total calculated
    $251,389
    From this org
    $0
    From related orgs
    $244,963
    Other
    $6,426
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,732 related
    Bonus
    $0 + $17,231 related
    Other
    $0
    Deferred
    $0 + $3,705 related
    Nontaxable benefits
    $0 + $2,721 related
    Filer's total
    $0 + $251,389 related
  • Karen Voegele

    CHIEF QUALITY & COMPLIANCE OFFICER

    Total calculated
    $210,198
    From this org
    $0
    From related orgs
    $200,210
    Other
    $9,988
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,544 related
    Bonus
    $0 + $16,666 related
    Other
    $0
    Deferred
    $0 + $5,992 related
    Nontaxable benefits
    $0 + $3,996 related
    Filer's total
    $0 + $210,198 related
  • Theresa Jenkinson

    CHIEF STRATEGY OFFICER

    Total calculated
    $218,086
    From this org
    $0
    From related orgs
    $195,429
    Other
    $22,657
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $178,763 related
    Bonus
    $0 + $16,666 related
    Other
    $0
    Deferred
    $0 + $6,209 related
    Nontaxable benefits
    $0 + $16,448 related
    Filer's total
    $0 + $218,086 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

  • NEWNDRA INNOVATIONS PRIVATE LIMITED

    $10,000

    PITCH EVENT 2023 AWARD RECIPIENT

  • ALLIE DESIGN LLC

    $10,000

    PITCH EVENT 2023 AWARD RECIPIENT

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 SPECIALTY HOUSING MANAGER LLC

    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

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202431369349300338

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