Form 990 for tax year 2023
Filed by HOLY REDEEMER-DALE ZIPLEY HOMES FOR INDEPENDENT ADULTS.
Totals
- Total revenue
- $2,339,896
- Total expenses
- $2,087,626
- Contributions and grants received
- $2,292,944
- Grants paid
- $0
- Program service revenue
- $46,943
- Investment income
- $9
- Other revenue
- $0
- Total assets, end of year
- $2,739,516
- Total liabilities, end of year
- $1,988,576
- Net assets or fund balances, end of year
- $750,940
- Program services expenses (Part IX)
- $1,804,273
- Management and general expenses
- $283,353
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,804,273
Program services were 86.4% 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.
-
1e · Government grants (contributions)
$1,958,912
-
1f · All other contributions, gifts and grants
$334,032
-
2a · Program service revenue: RENT INCOME
total $40,543 · related or exempt $40,543
-
2b · Program service revenue: MANAGEMENT CONTRACTS
total $6,400 · related or exempt $6,400
-
3 · Investment income
total $9 · excluded $9
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $9,748 · management and general $9,748
-
7 · Other salaries and wages
total $1,102,926 · program services $979,674 · management and general $123,252
-
9 · Other employee benefits
total $23,161 · program services $22,853 · management and general $308
-
10 · Payroll taxes
total $83,758 · program services $80,743 · management and general $3,015
-
11a · Fees: management
total $49,380 · program services $40,496 · management and general $8,884
-
11c · Fees: accounting
total $4,835 · management and general $4,835
-
11g · Fees: other
total $6,413 · program services $6,413
-
13 · Office expenses
total $12,111 · program services $6,273 · management and general $5,838
-
14 · Information technology
total $37,388 · program services $37,388
-
16 · Occupancy
total $52,255 · program services $31,002 · management and general $21,253
-
17 · Travel
total $10,354 · program services $3,996 · management and general $6,358
-
19 · Conferences, conventions and meetings
total $28,333 · program services $10,937 · management and general $17,396
-
21 · Payments to affiliates
total $330,838 · program services $330,838
-
22 · Depreciation, depletion and amortization
total $62,235 · program services $1,189 · management and general $61,046
-
23 · Insurance
total $11,102 · program services $3,358 · management and general $7,744
-
24a · Other expenses: MEDICAL SUPPLIES
total $210,845 · program services $210,845
-
24b · Other expenses: MAINTENANCE/HOUSEHOLD
total $37,814 · program services $26,144 · management and general $11,670
-
24c · Other expenses: DIETARY SUPPLIES
total $11,537 · program services $11,112 · management and general $425
-
24d · Other expenses: LICENSES/FEES
total $2,573 · program services $993 · management and general $1,580
-
24e · All other expenses
total $20 · program services $19 · management and general $1
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $202,857 · end of year $380,290
-
4 · Accounts receivable
beginning of year $158,346 · end of year $302,245
-
9 · Prepaid expenses and deferred charges
beginning of year $546 · end of year $1,153
-
10a · Land, buildings and equipment: cost or other basis
$975,352
-
10b · Land, buildings and equipment: accumulated depreciation
$232,342
-
10c · Land, buildings and equipment, net
beginning of year $699,791 · end of year $743,010
-
11 · Investments: publicly traded securities
beginning of year $862,250 · end of year $964,699
-
15 · Other assets
beginning of year $585,188 · end of year $348,119
-
17 · Accounts payable and accrued expenses
beginning of year $44,896 · end of year $94,645
-
21 · Escrow or custodial account liability
beginning of year $15,646 · end of year $8,373
-
25 · Other liabilities
beginning of year $1,837,904 · end of year $1,885,558
-
27 · Net assets without donor restrictions
beginning of year $30,563 · end of year $385,275
-
28 · Net assets with donor restrictions
beginning of year $579,969 · end of year $365,665
Mission and programs · 2023
Mission
UNDER THE TENETS OF THE ROMAN CATHOLIC CHURCH, CONSISTENT WITH THE ETHICAL AND RELIGIOUS DIRECTIVES, AND IN ACCORDANCE WITH THE PHILOSOPHY, VALUES, CHARISM, HERITAGE AND TRADITION OF PUBLIC CHARITABLE SERVICE OF THE SISTERS OF THE REDEEMER,THE ORGANIZATION SHALL: (A) OPERATE EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, AND RELIGIOUS PURPOSES, AND (B) OPERATE A GROUP HOME FOR DEVELOPMENTALLY DISABLED ADULTS.
Activities or mission (Part I)
TO PROVIDE HOUSING FOR ADULTS WITH DEVELOPMENTAL DISABILITIES
-
PROGRAM SERVES RESIDENTS WITH INTELLECTUAL DISABILITIES AND COEXISTING MEDICAL AND MENTAL HEALTH CONDITIONS IN BOTH A RESIDENTIAL AND COMMUNITY SETTINGS TO SUPPORT WELFARE AND SAFETY AND ASSIST THESE INDIVIDUALS IN LIVING THEIR BEST LIVES.6 TOTAL RESIDENTS LIVED IN TWO HOMES THROUGHOUT 2024 THAT HAD BEEN OPERATING PREVIOUSLY. BESIDES ALL 6 HAVING A DIAGNOSIS OF INTELLECTUAL DISABILITY MANY HAVE MULTIPLE DIAGNOSES INCLUDING DOWN SYNDROME, AUTISM, DIABETES, DEMENTIA, KIDNEY DISEASE, EPILEPSY AND TRACHEOSTOMY. HRDHZIA IN ITS PARTNERSHIP WITH HOLY REDEEMER HEALTH SYSTEM IS UNIQUELY CAPABLE OF SERVING THE COMPLEX NEEDS OF THESE INDIVIDUALS IN THEIR HOME ENVIRONMENT. RESIDENTS ARE REGULARLY SUPPORTED IN EXPRESSING THEIR FAITH WITH FREQUENT ATTENDANCE AT RELIGIOUS SERVICES AS WELL AS FREQUENT INTERACTIONS WITH THE SISTERS OF THE REDEEMER AT THEIR PROVINCE CENTER AND REDEEMER HEALTH'S TRANSFORMATION CENTER.HRDZHIA ALSO PROVIDES COMMUNITY PARTICIPATION SUPPORTS TO THESE INDIVIDUALS AND ADDITIONAL 2 INDIVIDUALS IN THE COMMUNITY. THIS IS A SERVICE UNDER THE OFFICE OF DEVELOPMENTAL PROGRAMS THAT EMPHASIZES THE ABILITY TO SUPPORT INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN ACTIVITIES THAT PROMOTE COMMUNITY INTEGRATION. PARTICIPANTS REGULARLY PARTICIPATING IN COMMUNITY-LED ACTIVITIES AT A LOCAL GYM, ART STUDIO, AND LOCAL MUSEUMS. THE NUMBER OF HOURS OF PROVIDING THIS SERVICE AVERAGED 15-20 HOURS PER WEEK PER INDIVIDUAL.
Expenses $1,804,273 · Revenue $46,943
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael B LaignMICHAEL B LAIGN
BOARD MEMBER, PRESIDENT/CEO
- Total calculated
- $665,108
- From this org
- $3,515
- From related orgs
- $647,413
- Other
- $14,180
- Hours/week
- 0.7 + 48.31 related
Schedule J breakdown matched by us
- Base
- $3,255 + $599,602 related
- Bonus
- $0
- Other
- $260 + $47,811 related
- Deferred
- $53 + $9,847 related
- Nontaxable benefits
- $23 + $4,257 related
- Filer's total
- $3,591 + $661,517 related
-
Anne Marie CollinsANNE MARIE COLLINS
BOARD MEMBER, TREASURER
- Total calculated
- $149,184
- From this org
- $0
- From related orgs
- $140,990
- Other
- $8,194
- Hours/week
- 0.5 + 40.5 related
-
Joseph PyleJOSEPH PYLE
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5
-
Sr Ana Dura CsrSR ANA DURA CSR
BOARD MEMBER (UNTIL 02/24)
- Total calculated
- $0
- Hours/week
- 0.5
-
Bro John Fitzgerald FcBRO JOHN FITZGERALD FC
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Sr Katharina PiescsrSR KATHARINA PIESCSR
BOARD MEMBER (AS OF 06/24)
- Total calculated
- $0
- Hours/week
- 0.5
-
Donald F FrielDONALD F FRIEL
ASST TREASURER
- Total calculated
- $751,961
- From this org
- $3,694
- From related orgs
- $680,406
- Other
- $67,861
- Hours/week
- 0.2 + 43.85 related
Schedule J breakdown matched by us
- Base
- $3,442 + $633,945 related
- Bonus
- $0
- Other
- $252 + $46,461 related
- Deferred
- $211 + $38,939 related
- Nontaxable benefits
- $155 + $28,556 related
- Filer's total
- $4,060 + $747,901 related
-
Michael KeenMICHAEL KEEN
ASST TREASURER/CFO
- Total calculated
- $388,313
- From this org
- $1,993
- From related orgs
- $367,013
- Other
- $19,307
- Hours/week
- 0.01 + 40.05 related
Schedule J breakdown matched by us
- Base
- $1,871 + $344,635 related
- Bonus
- $0
- Other
- $122 + $22,378 related
- Deferred
- $18 + $3,282 related
- Nontaxable benefits
- $86 + $15,921 related
- Filer's total
- $2,097 + $386,216 related
-
Nancy MandesNANCY MANDES
TREASURER (UNTIL 1/23)
- Total calculated
- $0
- Hours/week
- 0.01 + 40.05 related
-
Brian FallonBRIAN FALLON
TREASURER (AS OF 8/23)
- Total calculated
- $0
- Hours/week
- 0.5 + 39.5 related
-
Cristina PeoplesCRISTINA PEOPLES
CORPORATE SECRETARY
- Total calculated
- $92,346
- From this org
- $0
- From related orgs
- $73,555
- Other
- $18,791
- Hours/week
- 0.01 + 40.15 related
-
Maleita OlsonMALEITA OLSON
VP, EXECUTIVE DIRECTOR
- Total calculated
- $0
- Hours/week
- 10
-
Thomas HarrisTHOMAS HARRIS
SENIOR VP, GENERAL COUNSEL
- Total calculated
- $487,761
- From this org
- $2,339
- From related orgs
- $430,634
- Other
- $54,788
- Hours/week
- 0.2 + 39.81 related
Schedule J breakdown matched by us
- Base
- $2,217 + $408,256 related
- Bonus
- $0
- Other
- $122 + $22,378 related
- Deferred
- $249 + $45,951 related
- Nontaxable benefits
- $46 + $8,542 related
- Filer's total
- $2,634 + $485,127 related
-
Donald W FoxDONALD W FOX
SENIOR VP
- Total calculated
- $366,785
- From this org
- $1,587
- From related orgs
- $292,311
- Other
- $72,887
- Hours/week
- 0.2 + 40.8 related
Schedule J breakdown matched by us
- Base
- $1,530 + $281,870 related
- Bonus
- $0
- Other
- $57 + $10,441 related
- Deferred
- $247 + $45,406 related
- Nontaxable benefits
- $147 + $27,087 related
- Filer's total
- $1,981 + $364,804 related
-
Joseph TaylorJOSEPH TAYLOR
SVP POPULATION HEALTH/EXEC
- Total calculated
- $357,097
- From this org
- $1,683
- From related orgs
- $310,015
- Other
- $45,399
- Hours/week
- 0.2 + 39.8 related
Schedule J breakdown matched by us
- Base
- $1,683 + $310,015 related
- Bonus
- $0
- Other
- $0
- Deferred
- $181 + $33,279 related
- Nontaxable benefits
- $64 + $11,875 related
- Filer's total
- $1,928 + $355,169 related
-
Joseph Cassidy RNJOSEPH CASSIDY RN
FORMER VP HUMAN RESOURCES
- Total calculated
- $144,331
- From this org
- $779
- From related orgs
- $143,552
- Other
- $0
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $779 + $143,552 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $779 + $143,552 related
-
Karen Renson RNKAREN RENSON RN
FORMER VP, CQO/CSO
- Total calculated
- $139,523
- From this org
- $731
- From related orgs
- $134,724
- Other
- $4,068
- Hours/week
- 0
Schedule J breakdown matched by us
- Base
- $731 + $134,724 related
- Bonus
- $0
- Other
- $0
- Deferred
- $22 + $4,046 related
- Nontaxable benefits
- $0
- Filer's total
- $753 + $138,770 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
- THE ORGANIZATION UTILIZES HOLY REDEEMER HEALTH SYSTEM (HRHS), A RELATED PENNSYLVANIA 501(C)(3) PUBLIC CHARITY, AS ITS COMMON PAYMASTER. THE TOP MANAGEMENT OFFICIAL PERFORMS SERVICES FOR MULTIPLE RELATED ENTITIES AND EACH ENTITY PAYS FOR THEIR PORTION OF SERVICES BY REMITTING FUNDS TO HRHS; THE OVERALL COMPENSATION PACKAGE IS REVIEWED AND APPROVED BY HRHS. HRHS USES THE FOLLOWING WHEN DETERMINING THE TOP MANAGEMENT OFFICIAL'S COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER SIMILAR ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE 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
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.
-
501(C)(3) · UMBRELLA ENTITY FOR THE REDEEMER HEALTH · PA
Directly controlled by SELF-PERPETUATING
-
501(C)(3) · UMBRELLA ENTITY FOR THE HOLY REDEEMER HEALTH SYSTEM · PA
Directly controlled by REDEEMER MINISTRIES
-
501(C)(3) · TO PROVIDE COMPASSIONATE LONG-TERM CARE FOR THE ELDERLY, POOR & INFIRM · PA
Directly controlled by REDEEMER HEALTH
-
501(C)(3) · PHYSICIAN PRACTICE · PA
Directly controlled by HOLY REDEEMER HEALTH SYSTEM
-
HOLY REDEEMER VISITING NURSE AGENCY INC
501(C)(3) · PROVIDE HEALTHCARE SERVICES IN PATIENTS' HOME · NJ
Directly controlled by FRIENDS OF HOLY REDEEMER & VNA OF SOUTHERN NEW JERSEY
-
501(C)(3) · IMPROVE OVERALL QUALITY OF CARE BY LEASING MEDICAL OFFICES · PA
Directly controlled by REDEEMER HEALTH
-
501(C)(3) · PROVIDE COMPREHENSIVE SUPPORTIVE SERVICES TO YOUNG HOMELESS FAMILIES · PA
Directly controlled by LITTLE FLOWER MANOR
-
501(C)(3) · HUD-SUBSIDIZED RENTAL HOUSING FOR LOW INCOME ELDERLY/DISABLED · PA
Directly controlled by HRH MANAGEMENT CORPORATION
-
501(C)(3) · INACTIVE ORGANIZATION - DISSOLVED · PA
Directly controlled by HOLY REDEEMER HEALTH SYSTEM
-
VISITING NURSE AND HEALTH SERVICES INC
501(C)(3) · PROVIDE HEALTHCARE SERVICES IN PATIENTS' HOME · NJ
Directly controlled by FRIENDS OF HOLY REDEEMER & VNA OF SOUTHERN NEW JERSEY
-
501(C)(3) · PROVIDE CARE AND SUPPORT TO INDIVIDUALS WITH LIFE-LIMITING ILLNESS · NJ
Directly controlled by FRIENDS OF HOLY REDEEMER & VNA OF SOUTHERN NEW JERSEY
-
VISITING NURSE CUSTOM SERVICES INC
501(C)(3) · PROVIDE HOME HEALTHCARE · NJ
Directly controlled by VISITING NURSE SERVICE SYSTEM
-
501(C)(3) · PROVIDE HEALTHCARE SERVICES IN PATIENTS' HOME · NJ
Directly controlled by FRIENDS OF HOLY REDEEMER & VNA OF SOUTHERN NEW JERSEY
-
501(C)(3) · PROVIDE SUPPORT TO RELATED 501(C)(3) PUBLIC CHARITIES · NJ
Directly controlled by REDEEMER HEALTH
-
VISITING NURSE CUSTOM CARE INC
501(C)(3) · PROVIDE HOME HEALTHCARE · NJ
Directly controlled by VISITING NURSE SERVICE SYSTEM
-
501(C)(3) · PROVIDE HOME HEALTHCARE · NJ
Directly controlled by VISITING NURSE SERVICE SYSTEM
-
VISITING NURSE SERVICE SYSTEM INC
501(C)(3) · PROVIDE ADMINISTRATIVE SUPPORT TO RELATED ENTITY HOMECARE PROGRAMS · NJ
Directly controlled by FRIENDS OF HOLY REDEEMER & VNA OF SOUTHERN NEW JERSEY
-
501(C)(3) · PROVIDE PERSONAL CARE FOR INDEPENDENTLY MOBILE MEN AND WOMEN · PA
Directly controlled by REDEEMER HEALTH
-
VNA HOME CARE OF MERCER COUNTY
501(C)(3) · PROVIDE HEALTHCARE SERVICES IN PATIENTS' HOME AND TELEHEALTH MONITORING · NJ
Directly controlled by FRIENDS OF HOLY REDEEMER & VNA OF SOUTHERN NEW JERSEY
-
HOLY REDEEMER ACTIVE AND RETIREMENT LIVING COMMUNITY
501(C)(3) · PROVIDE CCRC WITH ACCESS TO MEDICAL CARE · PA
Directly controlled by HOLY REDEEMER HEALTH SYSTEM
-
HOLY REDEEMER HOSPITAL & MEDICAL CENTER DISABILITY TRUST
501(C)(3) · PROVIDE LONG-TERM DISABILITY BENEFITS TO BENEFICIARIES · PA
Directly controlled by HOLY REDEEMER HEALTH SYSTEM
-
FRIENDS OF HOLY REDEEMER & VNA OF SOUTHERN NJ INC
501(C)(3) · PROVIDE HOME HEALTHCARE · NJ
Directly controlled by REDEEMER HEALTH
-
REDEEMER HOME CARE PA - HOLDING COMPANY
501(C)(3) · HOLDING COMPANY · PA
Directly controlled by HOLY REDEEMER HEALTH SYSTEM
-
REDEEMER SKILLED NURSING CARE - HOLDING COMPANY
501(C)(3) · HOLDING COMPANY · PA
Directly controlled by HOLY REDEEMER HEALTH SYSTEM
-
501(C)(3) · PROVIDE HOSPITAL, LTC AND HOMECARE SERVICES · PA
Directly controlled by REDEEMER HEALTH
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.
-
THE VIEWS AT PINE VALLEY III LP
INACTIVE ORGANIZATION · PA
-
INNOVATIVE WELLNESS ALLIANCE LLC
PHYSICIAN CLINICALLY INTEGRATED NETWORK · PA · general or managing partner
-
COMMUNITY CARE COLLABORATIVE OF PENNSYLVANIA AND NEW JERSEY LLC
ACCOUNTABLE CARE ORGANIZATION · PA · general or managing partner
-
SOUTH POINT HEALTH NETWORK LLC
INACTIVE ORGANIZATION · NJ · general or managing partner
-
ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL LLC
ORTHOPAEDIC SERVICES · PA · general or managing partner
-
MUVE - WARMINSTER LLC
ORTHOPAEDIC SERVICES · PA · general or managing partner
-
HOLY REDEEMER AMBULATORY SURGERY CENTER LLC
MOBILE SURGERY SERVICES · PA · general or managing partner
-
ORTHOPEDIC SURGERY & REHABILITATION ASSOCIATES LLC
PROVIDE ORTHOPEDIC SURGERY AND REHABILIATION SERVICES · PA · general or managing partner
-
PGC ACQUISITIONS LLC
INACTIVE ORGANIZATION · PA · general or managing partner
-
THE VILLAGES AT PINE VALLEY MEDICAL OFFICE BUILDING LP
INACTIVE ORGANIZATION · PA
-
VW 201 LLC
PROPERTY MANAGERS · PA · general or managing partner
-
THE VIEWS AT PINE VALLEY I LP
CCRC OPERATING ENTITY · PA
-
THE VIEWS AT PINE VALLEY I LLC
CCRC GENERAL PARTNER · PA
-
THE VIEWS AT PINE VALLEY II LP
CCRC OPERATING ENTITY · PA
-
THE VIEWS AT PINE VALLEY II LLC
CCRC GENERAL PARTNER · PA · general or managing partner
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
THR INSURANCE COMPANY LTD
C · PROVIDE MALPRACTICE AND OTHER INSURANCE · CJ
-
HOLY REDEEMER ACTIVE AND RETIREMENT LIVING COMMUNITIES INC
C · CCRC PROPERTY MANAGERS · PA
-
VISITING NURSE VENTURES INC
C · INACTIVE · NJ
-
VISITING NURSE MANAGEMENT CO INC
C · INACTIVE · NJ
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 14 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501359349306235
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