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Nonprofiteer
← LILLIAN HOLLIDAY RESIDENCE CORPORATION

Form 990 for tax year 2023

Filed by LILLIAN HOLLIDAY RESIDENCE CORPORATION.

Totals

Total revenue
$100,510
Total expenses
$121,195
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$100,377
Investment income
$133
Other revenue
$0
Total assets, end of year
$163,708
Total liabilities, end of year
$610,724
Net assets or fund balances, end of year
-$447,016
Program services expenses (Part IX)
$109,534
Management and general expenses
$11,661
Fundraising expenses
$0
Program service expenses (Part III)
$109,534

Program services were 90.4% 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.

  • 2a · Program service revenue: GOVERNMENT

    total $56,513 · related or exempt $56,513

  • 2b · Program service revenue: RENTAL INCOME

    total $43,864 · related or exempt $43,864

  • 3 · Investment income

    total $133 · excluded $133

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $4,388 · program services $4,388

  • 9 · Other employee benefits

    total $1,046 · program services $1,046

  • 11c · Fees: accounting

    total $83 · program services $83

  • 14 · Information technology

    total $964 · program services $964

  • 16 · Occupancy

    total $71,023 · program services $71,023

  • 22 · Depreciation, depletion and amortization

    total $12,302 · program services $12,302

  • 24a · Other expenses: FACILITY MGMT

    total $11,069 · program services $11,069

  • 24b · Other expenses: CORPORATION ALLOCATION

    total $10,213 · management and general $10,213

  • 24c · Other expenses: FACILITIES ALLOCATION

    total $5,240 · program services $5,240

  • 24d · Other expenses: EXEC DIR - INTERCO

    total $1,627 · program services $1,627

  • 24e · All other expenses

    total $3,240 · program services $1,792 · management and general $1,448

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $86,943 · end of year $44,379

  • 2 · Savings and temporary cash investments

    beginning of year $60,169 · end of year $69,620

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

    $895,711

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

    $846,002

  • 10c · Land, buildings and equipment, net

    beginning of year $59,180 · end of year $49,709

  • 23 · Secured mortgages and notes payable

    beginning of year $551,200 · end of year $551,200

  • 25 · Other liabilities

    beginning of year $81,423 · end of year $59,524

  • 27 · Net assets without donor restrictions

    beginning of year -$426,331 · end of year -$447,016

Mission and programs · 2023

Mission

PURCHASE AND RENOVATE A RESIDENTIAL PROPERTY WHICH WILL BE USED TO PROVIDE HOUSING FOR UP TO 15 VERY LOW INCOME INDIVIDUALS WITH CHRONIC MENTAL ILLNESS.

Activities or mission (Part I)

TO PROVIDE HOUSING FOR UP TO 15 VERY LOW INCOME INDIVIDUALS WITH CHRONIC MENTAL ILLNESS.

  • THE LILLIAN HOLLIDAY RESIDENCE IS A 15-BED COMMUNITY RESIDENTIAL REHABILITATION (CRR) PROGRAM SERVING BOTH MEN AND WOMEN, WITH A SPECIALIZED FOCUS ON SUPPORTING OLDER ADULTS. THIS UNIQUE PROGRAM IS DISTINGUISHED BY ITS IN-HOUSE NURSING SERVICES, WHICH PROVIDE RESIDENTS WITH IMMEDIATE ACCESS TO ESSENTIAL MEDICAL CARE AND ENHANCE THE OVERALL QUALITY OF SUPPORT OFFERED. ADDITIONALLY, THE RESIDENCE BENEFITS FROM FUNDING PROVIDED BY THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD), ENABLING PERIODIC SITE UPGRADES TO ENSURE THE FACILITY CONTINUES TO MEET THE EVOLVING NEEDS OF ITS RESIDENTS. IN FY24, THE INSTALLATION OF SECURITY CAMERAS SIGNIFICANTLY ENHANCED SAFETY AND SECURITY FOR BOTH STAFF AND RESIDENTS. THIS ADDITION HAS IMPROVED THE SITE'S ABILITY TO MONITOR AND ADDRESS SAFETY CONCERNS PROACTIVELY, FOSTERING A GREATER SENSE OF WELL-BEING AND PEACE OF MIND FOR EVERYONE AT THE LOCATION. AS PART OF THE COMPREHENSIVE CONTINUUM OF RESIDENTIAL PROGRAMS WITHIN PHILADELPHIA'S BEHAVIORAL HEALTH SYSTEM, THE LILLIAN HOLLIDAY RESIDENCE PLAYS A VITAL ROLE IN SUPPORTING ADULTS WITH SEVERE AND PERSISTENT MENTAL ILLNESS. BY PROVIDING A STABLE, SUPPORTIVE ENVIRONMENT AND TAILORED SERVICES, THE PROGRAM EMPOWERS RESIDENTS TO ACHIEVE GREATER INDEPENDENCE AND IMPROVED WELL-BEING.

    Expenses $109,534 · Revenue $100,377

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

Listed in Part VII

  • Joseph Martz

    PRESIDENT/CEO

    Total calculated
    $1,274,059
    From this org
    $0
    From related orgs
    $1,215,852
    Other
    $58,207
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $962,245 related
    Bonus
    $0
    Other
    $0 + $253,607 related
    Deferred
    $0 + $13,314 related
    Nontaxable benefits
    $0 + $44,893 related
    Filer's total
    $0 + $1,274,059 related

  • Tinnesia Snyder

    VICE PRESIDENT/SVP,ABH

    Total calculated
    $498,621
    From this org
    $0
    From related orgs
    $461,334
    Other
    $37,287
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $401,917 related
    Bonus
    $0
    Other
    $0 + $59,417 related
    Deferred
    $0 + $6,770 related
    Nontaxable benefits
    $0 + $30,517 related
    Filer's total
    $0 + $498,621 related

  • Derrick Yacovelli

    TREASURER/SECRETARY/CFO

    Total calculated
    $781,977
    From this org
    $0
    From related orgs
    $738,281
    Other
    $43,696
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $617,031 related
    Bonus
    $0
    Other
    $0 + $121,250 related
    Deferred
    $0 + $6,715 related
    Nontaxable benefits
    $0 + $36,981 related
    Filer's total
    $0 + $781,977 related

  • Leah Pason

    VICE PRESIDENT/CPO THRU NOV. 2023

    Total calculated
    $543,120
    From this org
    $0
    From related orgs
    $518,654
    Other
    $24,466
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $452,504 related
    Bonus
    $0
    Other
    $0 + $66,150 related
    Deferred
    $0 + $6,905 related
    Nontaxable benefits
    $0 + $17,561 related
    Filer's total
    $0 + $543,120 related

  • Robert Nix III Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 11 related

  • Theodore Dallas

    DIRECTOR/COO

    Total calculated
    $726,522
    From this org
    $0
    From related orgs
    $700,336
    Other
    $26,186
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $584,646 related
    Bonus
    $0
    Other
    $0 + $115,690 related
    Deferred
    $0 + $6,775 related
    Nontaxable benefits
    $0 + $19,411 related
    Filer's total
    $0 + $726,522 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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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
THIS ORGANIZATION DOES NOT DIRECTLY PAY ITS OFFICERS AND DIRECTORS. ALL COMPENSATION TO THE OFFICERS AND DIRECTORS REPORTED ON PART VII OF THE FORM 990 WAS PAID BY A RELATED ORGANIZATION, MERAKEY USA. MERAKEY USA UNDERTAKES A THOROUGH PROCESS TO ENSURE THAT THE EXECUTIVE COMPENSATION IT PAYS TO ITS TOP MANAGEMENT OFFICIALS IS REASONABLE GIVEN THE MARKET IN WHICH THE ORGANIZATION OPERATES. MERAKEY USA CHECKS THE FOLLOWING BOXES FOR SCHEDULE J, PART I, QUESTION 3 ON ITS FORM 990: COMPENSATION COMMITTEE INDEPENDENT COMPENSATION CONSULTANT FORM 990 OF OTHER ORGANIZATIONS WRITTEN EMPLOYMENT CONTRACT COMPENSATION SURVEY OR STUDY APPROVAL BY THE BOARD OF COMPENSATION COMMITTEE
PART I, LINE 4B
THE FOLLOWING OFFICERS AND DIRECTORS PARTICIPATED IN A 457(F) NONQUALIFIED RETIREMENT PLAN IN FY2024: JOSEPH MARTZ - $ 253,607 DERRICK YACOVELLI - $ 121,250 THEODORE DALLAS - $ 115,690 LEAH PASON - $ 66,150 TINNESIA SNYDER - $ 59,417

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.

  • SENTRY MANAGEMENT SERVICES

    REAL ESTATE HOLDING COMPANY · PA

Related corporations and trusts

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

  • NORTHWESTERN ENTERPRISES INC

    C · HOLDING COMPANY · PA

  • THE AMICA COMPANY

    C · INACTIVE · PA

  • NORTHWESTERN MANAGEMENT SERVICES COMPANY

    C · HOLDING COMPANY · PA

  • LIFE TREE PHARMACY SERVICES INC

    C · PHARMACY · PA

  • HOUSE NEXT DOOR INC

    C · INACTIVE · PA

  • NORTHWESTERN INTRASYSTEMS INC

    C · MANAGEMENT COMPANY · PA

  • LUMICARE INC

    C · HEALTHCARE CONSULTING · PA

  • FRESH START NOW INC

    C · RECOVERY HOUSING · PA

Provenance

Return type
form_990
Tax year
2023
Filed
12 May 2025
IRS schema version
2023v6.0
Source object
202531329349306363

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