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Nonprofiteer
← INGLIS HOUSE

Form 990 for tax year 2023

Filed by INGLIS HOUSE.

Totals

Total revenue
$42,221,502
Total expenses
$47,942,431
Contributions and grants received
$2,867,213
Grants paid
$0
Program service revenue
$36,185,298
Investment income
$3,071,347
Other revenue
$97,644
Total assets, end of year
$71,575,220
Total liabilities, end of year
$67,869,766
Net assets or fund balances, end of year
$3,705,454
Program services expenses (Part IX)
$37,700,817
Management and general expenses
$10,241,614
Fundraising expenses
$0
Program service expenses (Part III)
$37,700,817

Program services were 78.6% 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.

  • 1c · Fundraising events

    $19,433

  • 1d · Related organizations

    $2,028,873

  • 1e · Government grants (contributions)

    $247,192

  • 1f · All other contributions, gifts and grants

    $571,715

  • 2a · Program service revenue: NET RESIDENT SERVICE REVENUE

    total $34,299,161 · related or exempt $34,299,161

  • 2b · Program service revenue: PA NURSING HOME ASSESSMENT

    total $1,886,137 · related or exempt $1,886,137

  • 3 · Investment income

    total $1,764,767 · excluded $1,764,767

  • 7a · Gross sales of assets other than inventory

    securities $5,989,578

  • 7b · Less cost or other basis and sales expenses

    securities $4,682,998

  • 7c · Gain or loss

    securities $1,306,580

  • 7d · Net gain or loss

    total $1,306,580 · excluded $1,306,580

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $19,433

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: CAFETERIA INCOME

    total $45,109 · excluded $45,109

  • 11b · Other revenue: CATERING INCOME

    total $32,915 · excluded $32,915

  • 11c · Other revenue: CONVENIENCE STORE INCOME

    total $10,441 · excluded $10,441

  • 11d · All other revenue

    total $9,179 · excluded $9,179

  • 11e · Other revenue, total

    $97,644

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $22,904,892 · program services $21,175,867 · management and general $1,729,025

  • 8 · Pension plan contributions

    total $1,224,345 · program services $1,131,923 · management and general $92,422

  • 9 · Other employee benefits

    total $6,423,922 · program services $5,964,653 · management and general $459,269

  • 10 · Payroll taxes

    total $1,702,354 · program services $1,590,356 · management and general $111,998

  • 11b · Fees: legal

    total $56,528 · management and general $56,528

  • 11c · Fees: accounting

    total $68,283 · management and general $68,283

  • 11f · Fees: investment management

    total $71,438 · management and general $71,438

  • 11g · Fees: other

    total $2,052,403 · program services $1,551,402 · management and general $501,001

  • 12 · Advertising and promotion

    total $1,167 · management and general $1,167

  • 13 · Office expenses

    total $1,909,478 · program services $1,558,905 · management and general $350,573

  • 14 · Information technology

    total $414,445 · management and general $414,445

  • 16 · Occupancy

    total $600,526 · program services $517,582 · management and general $82,944

  • 17 · Travel

    total $242,241 · program services $238,357 · management and general $3,884

  • 19 · Conferences, conventions and meetings

    total $27,486 · program services $12,871 · management and general $14,615

  • 22 · Depreciation, depletion and amortization

    total $1,308,055 · program services $1,308,055

  • 23 · Insurance

    total $1,295,375 · management and general $1,295,375

  • 24a · Other expenses: SUPPORT SERVICES FEE

    total $4,895,215 · management and general $4,895,215

  • 24b · Other expenses: DIETARY COSTS

    total $1,099,216 · program services $1,099,216

  • 24c · Other expenses: PA NURSING HOME ASSESSM

    total $882,000 · program services $882,000

  • 24d · Other expenses: MEDICAL SUPPLIES

    total $305,982 · program services $305,982

  • 24e · All other expenses

    total $457,080 · program services $363,648 · management and general $93,432

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,149 · end of year $2,149

  • 2 · Savings and temporary cash investments

    beginning of year $1,795,690 · end of year $1,076,564

  • 3 · Pledges and grants receivable

    beginning of year $400 · end of year $25,399

  • 4 · Accounts receivable

    beginning of year $3,462,383 · end of year $3,272,955

  • 8 · Inventories for sale or use

    beginning of year $156,609 · end of year $143,402

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,279,942 · end of year $1,644,032

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

    $76,162,088

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

    $66,713,625

  • 10c · Land, buildings and equipment, net

    beginning of year $8,639,060 · end of year $9,448,463

  • 11 · Investments: publicly traded securities

    beginning of year $26,768,768 · end of year $29,041,151

  • 12 · Investments: other securities

    beginning of year $3,417,235 · end of year $3,747,843

  • 15 · Other assets

    beginning of year $21,821,297 · end of year $23,173,262

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,003,878 · end of year $3,977,188

  • 19 · Deferred revenue

    beginning of year $115,339 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $539,372 · end of year $455,604

  • 25 · Other liabilities

    beginning of year $56,352,490 · end of year $63,436,974

  • 27 · Net assets without donor restrictions

    beginning of year -$45,088,474 · end of year -$51,700,342

  • 28 · Net assets with donor restrictions

    beginning of year $51,420,928 · end of year $55,405,796

Mission and programs · 2023

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)

A SUB OF INGLIS FOUNDATION, INGLIS HOUSE RUNS A NURSING FACILITY FOR PEOPLE WITH DISABILITIES.

  • 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 HOUSE:- ESTABLISHED IN 1877 AT 48TH & DARBY ROADS (WEST PHILADELPHIA)- CURRENT FACILITY BUILT IN 1927- 283,000 SQ. FT- 252 BEDS (ALL PRIVATE ROOMS)- ASSISTIVE TECHNOLOGY LAB- WELLNESS & REHABILITATION GYM- FUNCTION SPACE FOR RESIDENT PROGRAMS LIKE DANCES, ETC.- THERAPEUTIC EDUCATION/RECREATION SPACES- WHEELCHAIR SHOP- INGLIS HOUSE SERVES A POPULATION THAT IS 51% FEMALE AND 49% MALE. - THE AVERAGE AGE OF AN INGLIS HOUSE RESIDENT IS 56 YEARS OLD WITH OVER 30% OF THE POPULATION BEING UNDER AGE 50. - ABOUT A THIRD OF RESIDENTS HAVE MULTIPLE SCLEROSIS AS A PRIMARY DIAGNOSIS, FOLLOWED BY CEREBRAL PALSY, SPINA BIFIDA, SPINAL CORD INJURIES AND OTHER CAUSES OF PARALYSIS.- PROVIDES SKILLED NURSING CARE TO A RESIDENT POPULATION WITH MANY OF THE HIGHEST ACUITY LEVELS IN THE STATE.- VOLUNTEERS PROVIDE OVER 6,100 HOURS OF SERVICE THANKS TO AN EXTREMELY ENGAGED VOLUNTEER NETWORK. - THE INGLIS THERAPEUTIC & LIFE ENRICHMENT (TLE) DEPARTMENT IS COMPRISED OF MUSIC THERAPY, RECREATION THERAPY, THERAPEUTIC EDUCATION, PASTORAL CARE, RESIDENT LIFE SERVICES, VOLUNTEER SERVICES, AND A ROBUST COMMUNITY OUTINGS PROGRAM. THE TLE DEPARTMENT OFFERS OVER 150 STRUCTURED AND GOAL-ORIENTED PROGRAMS EACH MONTH. SOME OF THESE PROGRAMS INCLUDE ART, LAW CLASS, PARAFENCING, ACTING CLASSES, SONG WRITING, ENSEMBLES/CHOIRS/BANDS, CERAMICS AND MUCH MORE! THE TLE TEAM ALSO PROVIDES SUPPORT FOR INDIVIDUAL ENGAGEMENT IN PREFERRED LEISURE BASED ON THE RESIDENT'S INTERESTS AND GOALS. THE PROGRAM AVERAGES 10 COMMUNITY OUTINGS PER MONTH USING THE INGLIS VANS. THESE OUTINGS INCLUDE TRIPS TO THE BEACH, CONCERTS, FARMS AND PARKS, ZOOS AND MUSEUMS, RESTAURANTS, THEATRE, SHOPPING, AND SPORTING EVENTS. THE TLE PROGRAM ALSO SUPPORTS ABOUT 25 RESIDENTS IN THEIR VOCATIONAL GOALS, PROVIDING PAID EMPLOYMENT OPPORTUNITIES WITHIN INGLIS INCLUDING MAIL DELIVERY, FRONT DESK GREETER, MENU WORKER, DAILY SCHEDULE CREATOR, AND MUCH MORE! THESE POSITIONS ARE ALIGNED WITH INDIVIDUAL'S INTERESTS AND SKILLSET. OUR PASTORAL CARE PROGRAM SUPPORTS RESIDENTS IN THEIR SPIRITUAL AND RELIGIOUS NEEDS THROUGH WORSHIP SERVICES, BIBLE STUDIES AND MORE. OUR THERAPEUTIC EDUCATION DEPARTMENT FOCUSES ON EDUCATION-BASED PROGRAMS AS WELL AS SUPPORTS THOSE INTERESTED IN PURSUING HIGHER EDUCATION IN COLLEGE OR OBTAINING A GED. - PROVIDES MORE THAN 2,000 IN-ROOM RESIDENT TECH SUPPORT CALLS THROUGH THE ASSISTIVE TECHNOLOGY PROGRAM, SUPPORTING MORE THAN 300 PERSONAL RESIDENT DEVICES.

    Expenses $37,700,817 · Revenue $36,185,298

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

Listed in Part VII

  • Alan Rosenberg

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • Karen Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • John Melvin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • Dyann Roth

    PRESIDENT & CEO

    Total calculated
    $395,138
    From this org
    $0
    From related orgs
    $368,095
    Other
    $27,043
    Hours/week
    2 + 38 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
    $284,095
    From this org
    $0
    From related orgs
    $259,507
    Other
    $24,588
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,524 related
    Bonus
    $0 + $21,983 related
    Other
    $0
    Deferred
    $0 + $7,548 related
    Nontaxable benefits
    $0 + $17,040 related
    Filer's total
    $0 + $284,095 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
    2 + 38 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
    2 + 38 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
    2 + 38 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

  • Aqueen Nicholas

    RN SUPERVISOR

    Total calculated
    $306,912
    From this org
    $284,568
    From related orgs
    $0
    Other
    $22,344
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,463
    Bonus
    $95,105
    Other
    $0
    Deferred
    $5,721
    Nontaxable benefits
    $16,623
    Filer's total
    $306,912

  • Julia Cao

    DIRECTOR OF NURSING

    Total calculated
    $282,796
    From this org
    $250,055
    From related orgs
    $0
    Other
    $32,741
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,615
    Bonus
    $90,440
    Other
    $0
    Deferred
    $6,279
    Nontaxable benefits
    $26,462
    Filer's total
    $282,796

  • Sandra Allen

    NEIGHBOR CLINICAL LEADER

    Total calculated
    $267,363
    From this org
    $241,596
    From related orgs
    $0
    Other
    $25,767
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,007
    Bonus
    $79,589
    Other
    $0
    Deferred
    $5,329
    Nontaxable benefits
    $20,438
    Filer's total
    $267,363

  • Annette Cahoon

    NEIGHBOR CLINICAL LEADER

    Total calculated
    $236,496
    From this org
    $229,074
    From related orgs
    $0
    Other
    $7,422
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $209,817
    Bonus
    $19,257
    Other
    $0
    Deferred
    $4,905
    Nontaxable benefits
    $2,517
    Filer's total
    $236,496

  • Marc Forte

    DIRECTOR OF ENGINEERING

    Total calculated
    $241,796
    From this org
    $225,797
    From related orgs
    $0
    Other
    $15,999
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $153,506
    Bonus
    $72,291
    Other
    $0
    Deferred
    $5,613
    Nontaxable benefits
    $10,386
    Filer's total
    $241,796

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 THE CEO AND THE 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

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

  • PERPETUAL TRUSTS (25)

    T · INVESTMENTS · 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

  • 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
202521339349301417

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