Totals
- Total revenue
- $22,815,408
- Total expenses
- $12,966,477
- Contributions and grants received
- $2,083,831
- Grants paid
- $43,549
- Program service revenue
- $6,341,852
- Investment income
- $14,393,436
- Other revenue
- -$3,711
- Total assets, end of year
- $290,479,141
- Total liabilities, end of year
- $1,984,352
- Net assets or fund balances, end of year
- $288,494,789
- Program services expenses (Part IX)
- $552,904
- Management and general expenses
- $11,743,607
- Fundraising expenses
- $669,966
- Program service expenses (Part III)
- $552,904
Program services were 4.3% 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
$105,485
-
1d · Related organizations
$1,185,946
-
1f · All other contributions, gifts and grants
$792,400
-
2a · Program service revenue: MANAGEMENT FEES
total $6,179,564 · related or exempt $6,179,564
-
2b · Program service revenue: RENT REVENUE
total $162,288 · related or exempt $162,288
-
3 · Investment income
total $5,396,896 · excluded $5,396,896
-
7a · Gross sales of assets other than inventory
securities $39,372,267
-
7b · Less cost or other basis and sales expenses
securities $30,375,727
-
7c · Gain or loss
securities $8,996,540
-
7d · Net gain or loss
total $8,996,540 · excluded $8,996,540
-
8a · Fundraising events: gross income
$79,543
-
8a · Fundraising events: contributions included on line 1c
$105,485
-
8b · Fundraising events: direct expenses
$86,078
-
8c · Net income from fundraising events
total -$6,535 · excluded -$6,535
-
11a · Other revenue: MISCELLANEOUS INCOME
total $2,824 · excluded $2,824
-
11e · Other revenue, total
$2,824
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $43,549 · program services $43,549
-
5 · Compensation of officers, directors and key employees
total $1,403,244 · management and general $1,403,244
-
7 · Other salaries and wages
total $4,866,729 · program services $293,440 · management and general $4,095,956 · fundraising $477,333
-
8 · Pension plan contributions
total $399,507 · program services $6,212 · management and general $380,940 · fundraising $12,355
-
9 · Other employee benefits
total $602,302 · program services $58,923 · management and general $468,798 · fundraising $74,581
-
10 · Payroll taxes
total $405,308 · program services $20,929 · management and general $349,629 · fundraising $34,750
-
11b · Fees: legal
total $15,503 · management and general $15,503
-
11c · Fees: accounting
total $27,958 · management and general $27,958
-
11d · Fees: lobbying
total $61,067 · management and general $61,067
-
11f · Fees: investment management
total $548,436 · management and general $548,436
-
11g · Fees: other
total $741,339 · program services $91,245 · management and general $646,689 · fundraising $3,405
-
12 · Advertising and promotion
total $61,393 · program services $149 · management and general $61,244
-
13 · Office expenses
total $259,755 · program services $7,984 · management and general $208,673 · fundraising $43,098
-
14 · Information technology
total $319,340 · program services $6,278 · management and general $313,062
-
16 · Occupancy
total $393,948 · management and general $393,948
-
17 · Travel
total $31,036 · program services $12,609 · management and general $14,738 · fundraising $3,689
-
19 · Conferences, conventions and meetings
total $180,093 · program services $1,252 · management and general $177,299 · fundraising $1,542
-
20 · Interest
total $285 · management and general $285
-
22 · Depreciation, depletion and amortization
total $486,803 · management and general $486,803
-
23 · Insurance
total $155,456 · management and general $155,456
-
24a · Other expenses: OTHER EXPENSES
total $1,879,531 · program services $6,322 · management and general $1,872,560 · fundraising $649
-
24b · Other expenses: DUES & SUBSCRIPTIONS
total $39,602 · program services $3,890 · management and general $26,520 · fundraising $9,192
-
24c · Other expenses: TAXES
total $21,645 · management and general $21,645
-
24d · Other expenses: EMPLOYEE/MEETING FOOD E
total $13,110 · program services $122 · management and general $12,627 · fundraising $361
-
24e · All other expenses
total $9,538 · management and general $527 · fundraising $9,011
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $384,301 · end of year $146,448
-
3 · Pledges and grants receivable
beginning of year $23,500 · end of year $352,377
-
4 · Accounts receivable
beginning of year $4,803,355 · end of year $4,476,151
-
8 · Inventories for sale or use
beginning of year $255,161 · end of year $321,080
-
9 · Prepaid expenses and deferred charges
beginning of year $250,647 · end of year $421,141
-
10a · Land, buildings and equipment: cost or other basis
$5,558,545
-
10b · Land, buildings and equipment: accumulated depreciation
$2,738,488
-
10c · Land, buildings and equipment, net
beginning of year $3,334,328 · end of year $2,820,057
-
11 · Investments: publicly traded securities
beginning of year $177,819,167 · end of year $173,830,390
-
12 · Investments: other securities
beginning of year $25,964,262 · end of year $28,476,228
-
15 · Other assets
beginning of year $61,925,329 · end of year $79,635,269
-
17 · Accounts payable and accrued expenses
beginning of year $1,123,953 · end of year $892,260
-
19 · Deferred revenue
beginning of year $92,986 · end of year $92,985
-
25 · Other liabilities
beginning of year $2,948,918 · end of year $999,107
-
27 · Net assets without donor restrictions
beginning of year $270,133,379 · end of year $288,142,982
-
28 · Net assets with donor restrictions
beginning of year $460,814 · end of year $351,807
Mission and programs · 2023
Mission
THE INGLIS FOUNDATION'S MISSION IS TO ENABLE PEOPLE WITH DISABILITIES, AND THOSE WHO CARE FOR THEM, TO ACHIEVE THEIR GOALS AND LIVE LIFE TO THE FULLEST. INGLIS PARTNERS WITH THE DISABILITY COMMUNITY TO PROVIDE PRACTICAL SOLUTIONS THAT ENABLE CONSUMERS TO OVERCOME BARRIERS AND TO LIVE LIFE WITH THE GREATEST POSSIBLE INDEPENDENCE AND MOBILITY.
Activities or mission (Part I)
PROVIDES STRATEGIC PLANNING, FUNDRAISING & PUBLIC RELATIONS FOR INGLIS AND RELATED ORGANIZATIONS.
-
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 FOUNDATION:INGLIS FOUNDATION PROVIDES OPERATING DEFICIT FUNDING, MANAGEMENT SERVICES, STRATEGIC PLANNING, FUNDRAISING, PUBLIC RELATIONS AND MARKETING FOR INGLIS AND RELATED ORGANIZATIONS, AND INVESTMENT IN RESEARCH AND DEVELOPMENT OF NEW INNOVATIONS IN MODELS OF SERVICE AND HOUSING TO BETTER MEET THE NEEDS OF PEOPLE WITH DISABILITIES. 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. 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. - PROVIDES MORE THAN 2,000 IN-ROOM RESIDENT TECH SUPPORT CALLS THROUGH THE ASSISTIVE TECHNOLOGY PROGRAM, SUPPORTING MORE THAN 300 PERSONAL RESIDENT DEVICES.INGLIS HOUSING CORPORATION:FOR NEARLY HALF A CENTURY, INGLIS HOUSING CORPORATION (IHC) HAS BEEN COMMITTED TO DEVELOPING AFFORDABLE, ACCESSIBLE INDEPENDENT-LIVING APARTMENT COMMUNITIES. SINCE BUILDING ITS FIRST HOUSING COMMUNITY IN 1975 (THE MORRIS-KLEIN APARTMENTS) ON THE GROUNDS OF INGLIS'S BELMONT AVENUE LOCATION, IHC, A SUBSIDIARY OF INGLIS FOUNDATION, HAS BEEN STRIVING TO MAKE HOUSING COMMUNITIES WHERE PEOPLE WITH DISABILITIES CAN HAVE THAT SPECIAL FEELING OF TRULY BEING HOME. TODAY IHC IS THE LARGEST PRIVATE DEVELOPER OF AFFORDABLE, ACCESSIBLE HOUSING IN THE PHILADELPHIA REGION, WITH 13 COMMUNITIES REPRESENTING 338 ACTIVELY MANAGED AND 88 ADDITIONAL DEVELOPED UNITS AS OF 2024. THESE COMMUNITIES ARE LOCATED THROUGHOUT GREATER PHILADELPHIA AND NEW JERSEY AND PROVIDE RESIDENT SUPPORTS COORDINATION, ACCESSIBLE HOUSING TO PEOPLE WITH DISABILITIES, AS WELL AS AFFORDABLE HOUSING FOR COMMUNITY RESIDENTS. IHC HAS RECEIVED NUMEROUS AWARDS AND CITATIONS RECOGNIZING ITS COMMUNITIES.
Expenses $552,904 · Grants $43,549 · Revenue $6,341,852
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Alan RosenbergALAN ROSENBERG
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Ellen Pulver FlattELLEN PULVER FLATT
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 0.7 related
-
Denise MarbachDENISE MARBACH
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 0.7 related
-
Fady SahharFADY SAHHAR
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 0.7 related
-
John MelvinJOHN MELVIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Jamie O'NeilJAMIE O'NEIL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ted RosenTED ROSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.7 related
-
Kel SmithKEL SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.8 related
-
Karen ThomasKAREN THOMAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.1 related
-
Anita WeinbergANITA WEINBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Maria BeletskyMARIA BELETSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dyann RothDYANN ROTH
PRESIDENT & CEO
- Total calculated
- $395,138
- From this org
- $368,095
- From related orgs
- $0
- Other
- $27,043
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $353,095
- Bonus
- $15,000
- Other
- $0
- Deferred
- $9,577
- Nontaxable benefits
- $17,466
- Filer's total
- $395,138
-
Christopher BatheCHRISTOPHER BATHE
CFO
- Total calculated
- $284,096
- From this org
- $259,508
- From related orgs
- $0
- Other
- $24,588
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $237,525
- Bonus
- $21,983
- Other
- $0
- Deferred
- $7,548
- Nontaxable benefits
- $17,040
- Filer's total
- $284,096
-
Cheryl WhitfieldCHERYL WHITFIELD
CHIEF PEOPLE & CULTURE OFFICER
- Total calculated
- $260,724
- From this org
- $253,925
- From related orgs
- $0
- Other
- $6,799
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $232,968
- Bonus
- $20,957
- Other
- $0
- Deferred
- $3,328
- Nontaxable benefits
- $3,471
- Filer's total
- $260,724
-
Karen VoegeleKAREN VOEGELE
CHIEF QUALITY & COMPLIANCE OFFICER
- Total calculated
- $241,840
- From this org
- $232,035
- From related orgs
- $0
- Other
- $9,805
- Hours/week
- 38 + 2 related
Schedule J breakdown matched by us
- Base
- $211,409
- Bonus
- $20,626
- Other
- $0
- Deferred
- $5,809
- Nontaxable benefits
- $3,996
- Filer's total
- $241,840
-
Theresa JenkinsonTHERESA JENKINSON
CHIEF STRATEGY OFFICER
- Total calculated
- $221,445
- From this org
- $198,263
- From related orgs
- $0
- Other
- $23,182
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $177,637
- Bonus
- $20,626
- Other
- $0
- Deferred
- $6,028
- Nontaxable benefits
- $17,154
- Filer's total
- $221,445
-
Charles MooreCHARLES MOORE
SENIOR DIRECTOR, INFORMATION TECHNOLOGY
- Total calculated
- $212,471
- From this org
- $203,285
- From related orgs
- $0
- Other
- $9,186
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,927
- Bonus
- $37,358
- Other
- $0
- Deferred
- $5,351
- Nontaxable benefits
- $3,835
- Filer's total
- $212,471
-
Phillip MowreyPHILLIP MOWREY
SENIOR DIRECTOR, HELP DESK
- Total calculated
- $220,774
- From this org
- $190,597
- From related orgs
- $0
- Other
- $30,177
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $153,239
- Bonus
- $37,358
- Other
- $0
- Deferred
- $5,173
- Nontaxable benefits
- $25,004
- Filer's total
- $220,774
-
William WeinWILLIAM WEIN
DIRECTOR OF TALENT DEVELOPMENT
- Total calculated
- $206,936
- From this org
- $175,593
- From related orgs
- $0
- Other
- $31,343
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $141,441
- Bonus
- $34,152
- Other
- $0
- Deferred
- $4,941
- Nontaxable benefits
- $26,402
- Filer's total
- $206,936
-
Emily YipEMILY YIP
CONTROLLER
- Total calculated
- $175,598
- From this org
- $160,432
- From related orgs
- $0
- Other
- $15,166
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $155,432
- Bonus
- $5,000
- Other
- $0
- Deferred
- $4,750
- Nontaxable benefits
- $10,416
- Filer's total
- $175,598
-
Dimitra StafilidisDIMITRA STAFILIDIS
DIRECTOR HEALTH INFORMATICS
- Total calculated
- $171,226
- From this org
- $159,483
- From related orgs
- $0
- Other
- $11,743
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $128,685
- Bonus
- $30,798
- Other
- $0
- Deferred
- $2,296
- Nontaxable benefits
- $9,447
- Filer's total
- $171,226
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
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 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 7
- BONUSES ARE APPROVED BY THE COMMITTEE OF THE BOARD AND BOARD CHAIR. THE AMOUNTS ARE 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. THERE IS A FORMAL AGREEMENT IN PLACE FOR THE CEO, DYANN ROTH, AND THE AWARDING OF HER POTENTIAL BONUS. THE EXECUTIVE TEAM IS REVIEWED EACH FALL AGAINST TARGETS FOR THE YEAR. BONUSES ARE THEN PAID OUT BASED ON ACHIEVEMENT OF GOALS AS VIEWED BY THE COMMITTEE OF BOARD MEMBERS.
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
-
$17,067
GENERAL OPERATIONS
-
CONFERENCE SPONSORSHIP
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) · TO PROVIDE SPECIALTY NURSING CARE FOR PERSONS WITH PHYSICAL DISABILITIES · PA · controlled entity
Directly controlled by INGLIS FOUNDATION
-
501(C)(3) · TO PROVIDE HOUSING TO LOW INCOME PERSONS WITH PHYSICAL DISABILITIES · PA · controlled entity
Directly controlled by INGLIS FOUNDATION
-
EASTWICK SECTION 811 HOUSING CORPORATION
501(C)(3) · TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES · PA · controlled entity
Directly controlled by INGLIS HOUSING CORPORATION
-
EASTWICK II SECTION 811 HOUSING CORPORATION
501(C)(3) · TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES · PA · controlled entity
Directly controlled by INGLIS HOUSING CORPORATION
-
EVESHAM SECTION 811 HOUSING CORPORATION
501(C)(3) · TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES · PA · controlled entity
Directly controlled by INGLIS HOUSING CORPORATION
-
WASHINGTON LANE SECTION 811 HOUSING CORPORATION
501(C)(3) · TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES · PA · controlled entity
Directly controlled by INGLIS HOUSING CORPORATION
-
GERMANTOWN SECTION 811 HOUSING CORPORATION
501(C)(3) · TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES · PA · controlled entity
Directly controlled by INGLIS HOUSING CORPORATION
-
501(C)(3) · TO PROVIDE COMMUNITY-BASED SERVICES FOR PERSONS WITH DISABILITIES · PA · controlled entity
Directly controlled by INGLIS FOUNDATION
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 INGLIS HOUSING CORPORATION
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
- 202501339349300730
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.