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← LILLIAN HOLLIDAY RESIDENCE CORPORATION

Form 990 for tax year 2022

Filed by LILLIAN HOLLIDAY RESIDENCE CORPORATION.

Totals

Total revenue
$113,416
Total expenses
$85,882
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$113,296
Investment income
$120
Other revenue
$0
Total assets, end of year
$206,292
Total liabilities, end of year
$632,623
Net assets or fund balances, end of year
-$426,331
Program services expenses (Part IX)
$76,373
Management and general expenses
$9,509
Fundraising expenses
$0
Program service expenses (Part III)
$76,373

Program services were 88.9% 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 $70,110 · related or exempt $70,110

  • 2b · Program service revenue: RENTAL INCOME

    total $43,186 · related or exempt $43,186

  • 3 · Investment income

    total $120 · excluded $120

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $3,488 · program services $3,488

  • 9 · Other employee benefits

    total $770 · program services $770

  • 11c · Fees: accounting

    total $67 · program services $67

  • 13 · Office expenses

    total $591 · program services $591

  • 16 · Occupancy

    total $49,344 · program services $49,344

  • 22 · Depreciation, depletion and amortization

    total $10,845 · program services $10,845

  • 23 · Insurance

    total $848 · program services $848

  • 24a · Other expenses: OTHER EXPENSES

    total $19,929 · program services $10,420 · management and general $9,509

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $25,856 · end of year $86,943

  • 2 · Savings and temporary cash investments

    beginning of year $58,995 · end of year $60,169

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

    $895,711

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

    $836,531

  • 10c · Land, buildings and equipment, net

    beginning of year $68,716 · end of year $59,180

  • 23 · Secured mortgages and notes payable

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

  • 25 · Other liabilities

    beginning of year $56,232 · end of year $81,423

  • 27 · Net assets without donor restrictions

    beginning of year -$453,865 · end of year -$426,331

Mission and programs · 2022

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 REHAB (CRR) PROGRAM FOR MEN AND WOMEN. THE PROGRAM IS NOTABLE FOR ITS FOCUS ON OLDER ADULTS AND HAS IN-HOUSE NURSING SERVICES WHICH DISTINGUISHES IT FROM OTHER CRR PROGRAMS. ALSO, THE PROGRAM SITE HAS SOME FUNDING FROM THE DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD), WHICH PROVIDES THE OPPORTUNITY FOR OCCASIONAL SITE UPGRADES CONSISTENT WITH THE NEEDS OF THE CONSUMERS. LILLIAN HOLLIDAY HOUSE IS A PART OF THE CONTINUUM OF RESIDENTIAL PROGRAMS OF PHILADELPHIA BEHAVIORAL HEALTH FOR ADULTS WITH SEVERE AND PERSISTENT MENTAL ILLNESS.

    Expenses $76,373 · Revenue $113,296

As filed on the 2022 return.

Listed in Part VII

  • Joseph Martz

    PRESIDENT/CEO

    Total calculated
    $1,176,036
    From this org
    $0
    From related orgs
    $1,120,084
    Other
    $55,952
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $893,832 related
    Bonus
    $0
    Other
    $0 + $226,252 related
    Deferred
    $0 + $12,475 related
    Nontaxable benefits
    $0 + $43,477 related
    Filer's total
    $0 + $1,176,036 related

  • Tinnesia Snyder

    DIRECTOR/SVP,ABH

    Total calculated
    $451,968
    From this org
    $0
    From related orgs
    $414,321
    Other
    $37,647
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $361,553 related
    Bonus
    $0
    Other
    $0 + $52,768 related
    Deferred
    $0 + $8,835 related
    Nontaxable benefits
    $0 + $28,812 related
    Filer's total
    $0 + $451,968 related

  • Derrick Yacovelli

    TREASURER/SECRETARY/CFO

    Total calculated
    $705,871
    From this org
    $0
    From related orgs
    $671,726
    Other
    $34,145
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $569,726 related
    Bonus
    $0
    Other
    $0 + $102,000 related
    Deferred
    $0 + $6,369 related
    Nontaxable benefits
    $0 + $27,776 related
    Filer's total
    $0 + $705,871 related

  • Leah Pason

    VICE PRESIDENT/CPO

    Total calculated
    $510,457
    From this org
    $0
    From related orgs
    $488,535
    Other
    $21,922
    Hours/week
    0.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $439,060 related
    Bonus
    $0
    Other
    $0 + $49,475 related
    Deferred
    $0 + $5,231 related
    Nontaxable benefits
    $0 + $16,691 related
    Filer's total
    $0 + $510,457 related

  • Robert Nix III Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 11 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 FY2023: JOSEPH MARTZ - $226,252 DERRICK YACOVELLI - $102,000 TINNESIA SNYDER - $52,768 LEAH PASON - $49,475

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
2022
Filed
7 May 2024
IRS schema version
2022v5.0
Source object
202421349349309807

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