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← INGLIS COMMUNITY SERVICES INCORPORATED

Form 990 for tax year 2023

Filed by INGLIS COMMUNITY SERVICES INCORPORATED.

Totals

Total revenue
$5,036,975
Total expenses
$10,245,819
Contributions and grants received
$2,396,440
Grants paid
$3,197,752
Program service revenue
$2,706,423
Investment income
$0
Other revenue
-$65,888
Total assets, end of year
$1,687,119
Total liabilities, end of year
$7,025,671
Net assets or fund balances, end of year
-$5,338,552
Program services expenses (Part IX)
$9,385,236
Management and general expenses
$860,583
Fundraising expenses
$0
Program service expenses (Part III)
$9,385,236

Program services were 91.6% 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

    $82,051

  • 1d · Related organizations

    $2,594

  • 1e · Government grants (contributions)

    $2,284,402

  • 1f · All other contributions, gifts and grants

    $27,393

  • 2a · Program service revenue: COMMUNITY EMPLOYMENT

    total $1,613,960 · related or exempt $1,613,960

  • 2b · Program service revenue: CONNECTIONS DAY PROGRA

    total $485,893 · related or exempt $485,893

  • 2c · Program service revenue: RESIDENT SERVICES

    total $340,672 · related or exempt $340,672

  • 2d · Program service revenue: JOURNEYS

    total $194,643 · related or exempt $194,643

  • 2e · Program service revenue: CARE MANAGEMENT

    total $71,255 · related or exempt $71,255

  • 8a · Fundraising events: gross income

    $14,788

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

    $82,051

  • 8b · Fundraising events: direct expenses

    $90,127

  • 8c · Net income from fundraising events

    total -$75,339 · excluded -$75,339

  • 11a · Other revenue: OTHER INCOME

    total $9,451 · excluded $9,451

  • 11e · Other revenue, total

    $9,451

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,197,752 · program services $3,197,752

  • 7 · Other salaries and wages

    total $3,835,352 · program services $3,835,352

  • 8 · Pension plan contributions

    total $129,612 · program services $129,612

  • 9 · Other employee benefits

    total $427,443 · program services $427,443

  • 10 · Payroll taxes

    total $342,596 · program services $342,596

  • 11b · Fees: legal

    total $3,510 · program services $3,510

  • 11c · Fees: accounting

    total $10,864 · management and general $10,864

  • 11g · Fees: other

    total $181,580 · program services $181,580

  • 12 · Advertising and promotion

    total $87,349 · program services $87,349

  • 13 · Office expenses

    total $69,933 · program services $61,248 · management and general $8,685

  • 14 · Information technology

    total $90,101 · program services $90,101

  • 16 · Occupancy

    total $158,781 · program services $158,781

  • 17 · Travel

    total $115,182 · program services $115,182

  • 19 · Conferences, conventions and meetings

    total $97,181 · program services $97,181

  • 22 · Depreciation, depletion and amortization

    total $114,646 · management and general $114,646

  • 23 · Insurance

    total $113,084 · program services $113,084

  • 24a · Other expenses: SUPPORT SERVICES

    total $726,388 · management and general $726,388

  • 24b · Other expenses: CONSTRUCTION

    total $407,054 · program services $407,054

  • 24c · Other expenses: MINOR EQUIPMENT

    total $61,376 · program services $61,376

  • 24d · Other expenses: EMPLOYEE FOOD EXPENSE

    total $33,628 · program services $33,628

  • 24e · All other expenses

    total $42,407 · program services $42,407

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $690,597 · end of year $128,486

  • 3 · Pledges and grants receivable

    beginning of year $174,949 · end of year $108,568

  • 4 · Accounts receivable

    beginning of year $578,686 · end of year $1,399,855

  • 9 · Prepaid expenses and deferred charges

    end of year $371

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

    $266,569

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

    $216,730

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $49,839

  • 17 · Accounts payable and accrued expenses

    beginning of year $231,388 · end of year $661,442

  • 19 · Deferred revenue

    beginning of year $524,492 · end of year $339,684

  • 25 · Other liabilities

    beginning of year $818,060 · end of year $6,024,545

  • 27 · Net assets without donor restrictions

    beginning of year -$445,853 · end of year -$5,257,162

  • 28 · Net assets with donor restrictions

    beginning of year $316,145 · end of year -$81,390

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)

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

  • 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 COMMUNITY SERVICES:INGLIS COMMUNITY SERVICES (ICS) INCLUDES A SUITE OF EMPLOYMENT, HOUSING, AND BEHAVIORAL HEALTH SUPPORTS AND SERVICES, AS WELL AS HOME MODIFICATIONS 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.SERVICES PROVIDED:- INGLIS ASSISTIVE TECHNOLOGY SERVICES (IATS): INCLUDING INGLIS HOUSE PROGRAMS AS WELL AS COMMUNITY-BASED CLIENTS, IATS 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 (SDHP) PROMOTES SELF-DETERMINATION IN HOUSING FOR LOW-INCOME INDIVIDUALS WITH DISABILITIES AND OLDER ADULTS ACROSS PENNSYLVANIA THROUGH STATEWIDE ACCESSIBLE HOUSING TRAINING, EDUCATION, OUTREACH, MANAGEMENT OF THE 811 VOUCHER WAITLIST, AS WELL AS AN ANNUAL STATEWIDE CONFERENCE TO FOSTER INNOVATION IN AFFORDABLE, ACCESSIBLE HOUSING OPTIONS.- INGLIS HOME MODIFICATIONS FOR INDEPENDENCE (IHMI) OFFERS PROFESSIONAL HOME ASSESSMENTS AND NECESSARY MODIFICATIONS FOR PEOPLE WITH DISABILITIES AND OLDER ADULTS IN SEVERAL REGIONS OF PENNSYLVANIA VIA GRANTS FROM VARIOUS GOVERNMENTAL FUNDERS AND PRIVATE FOUNDATIONS. - 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.- 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 FOCUSED ON NURSING-HOME TRANSITION (NHT) MEMBERS OF COMMUNITY HEALTHCHOICES (CHC) PLANS ACROSS PENNSYLVANIA. - 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), RECENTLY 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 $9,385,236 · Grants $3,197,752 · Revenue $2,706,423

As filed on the 2023 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

  • Anwesha Dutta

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 1.6 related

  • Leslie Van Alstyne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Cindy Daley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1

  • Kel Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.1 + 0.7 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
    $284,096
    From this org
    $0
    From related orgs
    $259,508
    Other
    $24,588
    Hours/week
    2 + 38 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
    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

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

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

  • 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
202521339349301137

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