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Nonprofiteer
← INGLIS FOUNDATION

Form 990 for tax year 2022

Filed by INGLIS FOUNDATION.

Totals

Total revenue
$13,880,476
Total expenses
$14,824,850
Contributions and grants received
$549,935
Grants paid
$145,413
Program service revenue
$8,285,589
Investment income
$5,037,865
Other revenue
$7,087
Total assets, end of year
$274,760,050
Total liabilities, end of year
$4,165,857
Net assets or fund balances, end of year
$270,594,193
Program services expenses (Part IX)
$4,910,475
Management and general expenses
$9,350,301
Fundraising expenses
$564,074
Program service expenses (Part III)
$4,910,475

Program services were 33.1% 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)

    $193,226

  • 1f · All other contributions, gifts and grants

    $356,709

  • 2a · Program service revenue: MANAGEMENT FEES

    total $6,073,506 · related or exempt $6,073,506

  • 2b · Program service revenue: COMMUNITY EMPLOYMENT

    total $1,643,111 · related or exempt $1,643,111

  • 2c · Program service revenue: RESIDENT SERVICES

    total $225,709 · related or exempt $225,709

  • 2d · Program service revenue: RENT REVENUE

    total $146,259 · related or exempt $146,259

  • 2e · Program service revenue: PEER COUNSELING

    total $141,129 · related or exempt $141,129

  • 2f · All other program service revenue

    total $55,875 · related or exempt $55,875

  • 3 · Investment income

    total $4,981,907 · excluded $4,981,907

  • 7a · Gross sales of assets other than inventory

    securities $49,973,579

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

    securities $49,917,621

  • 7c · Gain or loss

    securities $55,958

  • 7d · Net gain or loss

    total $55,958 · excluded $55,958

  • 11a · Other revenue: VICTIM FUND

    total $5,739 · excluded $5,739

  • 11b · Other revenue: REFUNDS

    total $1,348 · excluded $1,348

  • 11e · Other revenue, total

    $7,087

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $145,413 · program services $145,413

  • 5 · Compensation of officers, directors and key employees

    total $1,397,110 · management and general $1,397,110

  • 7 · Other salaries and wages

    total $7,714,337 · program services $3,521,161 · management and general $3,806,071 · fundraising $387,105

  • 8 · Pension plan contributions

    total $304,173 · program services $42,365 · management and general $234,918 · fundraising $26,890

  • 9 · Other employee benefits

    total $644,257 · program services $175,884 · management and general $434,102 · fundraising $34,271

  • 10 · Payroll taxes

    total $589,547 · program services $249,650 · management and general $305,753 · fundraising $34,144

  • 11b · Fees: legal

    total $611,397 · management and general $611,397

  • 11c · Fees: accounting

    total $24,386 · management and general $24,386

  • 11d · Fees: lobbying

    total $55,469 · management and general $55,469

  • 11f · Fees: investment management

    total $475,371 · management and general $475,371

  • 11g · Fees: other

    total $423,003 · program services $40,419 · management and general $362,595 · fundraising $19,989

  • 12 · Advertising and promotion

    total $22,567 · program services $1,034 · management and general $21,533

  • 13 · Office expenses

    total $216,637 · program services $70,517 · management and general $105,673 · fundraising $40,447

  • 14 · Information technology

    total $363,442 · program services $48,987 · management and general $314,455

  • 16 · Occupancy

    total $396,137 · program services $32,806 · management and general $363,331

  • 17 · Travel

    total $30,740 · program services $19,782 · management and general $10,240 · fundraising $718

  • 19 · Conferences, conventions and meetings

    total $102,818 · program services $3,589 · management and general $98,323 · fundraising $906

  • 20 · Interest

    total $875 · management and general $875

  • 22 · Depreciation, depletion and amortization

    total $502,750 · program services $13,125 · management and general $489,625

  • 23 · Insurance

    total $147,159 · program services $52,010 · management and general $95,149

  • 24a · Other expenses: SUPPORT SERVICES FEE

    total $287,902 · program services $287,902

  • 24b · Other expenses: OTHER EXPENSES

    total $227,938 · program services $191,964 · management and general $33,995 · fundraising $1,979

  • 24c · Other expenses: TAXES

    total $36,338 · management and general $36,338

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $19,201 · program services $13 · management and general $18,205 · fundraising $983

  • 24e · All other expenses

    total $85,883 · program services $13,854 · management and general $55,387 · fundraising $16,642

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $90,531 · end of year $384,301

  • 3 · Pledges and grants receivable

    beginning of year $21,500 · end of year $23,500

  • 4 · Accounts receivable

    beginning of year $4,835,866 · end of year $4,803,355

  • 8 · Inventories for sale or use

    beginning of year $89,886 · end of year $255,161

  • 9 · Prepaid expenses and deferred charges

    beginning of year $269,686 · end of year $250,647

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

    $5,688,096

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

    $2,353,768

  • 10c · Land, buildings and equipment, net

    beginning of year $3,829,500 · end of year $3,334,328

  • 11 · Investments: publicly traded securities

    beginning of year $183,463,796 · end of year $177,819,167

  • 12 · Investments: other securities

    beginning of year $24,741,225 · end of year $25,964,262

  • 15 · Other assets

    beginning of year $48,387,424 · end of year $61,925,329

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,101,096 · end of year $1,123,953

  • 19 · Deferred revenue

    beginning of year $36,884 · end of year $92,986

  • 25 · Other liabilities

    beginning of year $8,195,770 · end of year $2,948,918

  • 27 · Net assets without donor restrictions

    beginning of year $255,205,360 · end of year $270,133,379

  • 28 · Net assets with donor restrictions

    beginning of year $1,190,304 · end of year $460,814

Mission and programs · 2022

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.

  • FOUNDED IN 1877, INGLIS HAS BEEN SUPPORTING PEOPLE WITH DISABILITIES TO LIVE THE LIVES THEY CHOOSE, WHERE AND HOW THEY CHOOSE. INGLIS IS A NATIONAL LEADER IN PROVIDING COMPREHENSIVE CARE AND SERVICES FOR PEOPLE LIVING WITH MULTIPLE SCLEROSIS, CEREBRAL PALSY, SPINAL CORD INJURIES AND OTHER NEUROLOGICAL DISORDERS RESULTING IN SOME LEVEL OF PARALYSIS AND MOBILITY IMPAIRMENT. FROM ASSISTIVE TECHNOLOGY, INDEPENDENT LIVING APARTMENTS, AND OTHER COMMUNITY-BASED PROGRAMMING, TO LONG-TERM CARE INGLIS MEETS THE NEEDS OF THE PEOPLE WE SERVE ALONG THE 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 WHO CHOOSE TO LIVE INDEPENDENTLY IN THE COMMUNITY; INGLIS HOUSING CORPORATION, THE LARGEST PRIVATE DEVELOPER IN THE PHILADELPHIA AREA OF AFFORDABLE, ACCESSIBLE INDEPENDENT LIVING APARTMENTS FOR PEOPLE WITH DISABILITIES; AND INGLIS HOUSE, A SPECIALIZED LONG-TERM CARE FACILITY FOR ADULTS 18 AND OLDER. ALL OF THESE SERVICES ARE SUPPORTED BY INGLIS' THOUGHT LEADERSHIP AND EXPERTISE IN ASSISTIVE TECHNOLOGY AS WELL AS A COMMITMENT TO PERSON-CENTERED CARE. INGLIS SERVES MORE THAN 2,500 PEOPLE DIRECTLY, AND MANY MORE INDIRECTLY THROUGH ITS WEBSITE, WWW.INGLIS.ORG, AND OTHER OUTREACH ACTIVITIES SUPPORTING ITS MISSION TO "ENABLE PEOPLE WITH DISABILITIES AND THOSE WHO CARE FOR THEM TO ACHIEVE THEIR GOALS AND LIVE LIFE TO THE FULLEST."INGLIS FOUNDATION THE MISSION OF INGLIS FOUNDATION 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. INGLIS FOUNDATION PROVIDES OPERATING DEFICIT FUNDING, MANAGEMENT SERVICES, STRATEGIC PLANNING, FUNDRAISING, PUBLIC RELATIONS, AND MARKETING SUPPORT FOR INGLIS AND RELATED ORGANIZATIONS. INGLIS COMMUNITY SERVICES INGLIS COMMUNITY SERVICES (ICS) INCLUDES A SUITE OF LONG-TERM SUPPORTS AND SERVICES, BEHAVIORAL HEALTH, HOUSING SERVICES 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 AND BEHAVIORAL HEALTH CHALLENGES.SERVICES PROVIDED- ASSISTIVE TECHNOLOGY SERVICES (ATS): INCLUDING INGLIS HOUSE PROGRAMS AS WELL AS COMMUNITY-BASED CLIENTS, ATS 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: ALIGNED WITH INGLIS' MISSION TO PROMOTE SELF-DETERMINATION IN HOUSING FOR LOW-INCOME INDIVIDUALS WITH DISABILITIES AND OLDER ADULTS IN PENNSYLVANIA, THE PROGRAM SERVICES INCLUDE STATEWIDE ACCESSIBLE HOUSING TRAINING, EDUCATION, OUTREACH, MANAGEMENT OF THE 811 WAITLIST, AND HOME MODIFICATIONS VIA GRANTS FROM VARIOUS ORGANIZATIONS. - 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 ACROSS THE COUNTRY.- 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 TARGETED TOWARD NURSING-HOME TRANSITION (NHT) MEMBERS OF COMMUNITY HEALTHCHOICES (CHC) PLANS ACROSS PENNSYLVANIA. OVER TIME, INGLIS/SDHP SEEK TO EXPAND THIS AUDIENCE TO SERVE LOW-INCOME INDIVIDUALS WITH DISABILITIES WHO MAY BE ASSOCIATED WITH OTHER FUNDING STREAMS, INCLUDING THE OFFICE OF DEVELOPMENT PROGRAMS (ODP), THE OFFICE OF MENTAL HEALTH AND SUBSTANCE ABUSE (OMHSAS), OTHER MEDICAID AND DUAL SPECIAL NEEDS PLANS.- 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), CURRENTLY BEING 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. - ABOUT A THIRD OF RESIDENTS HAVE MULTIPLE SCLEROSIS AS A PRIMARY DIAGNOSIS, FOLLOWED BY CEREBRAL PALSY, SPINAL CORD INJURY AND OTHER CAUSES OF PARALYSIS, AND SPINA BIFIDA.- PROVIDES SKILLED NURSING CARE TO A RESIDENT POPULATION WITH MANY OF THE HIGHEST ACUITY LEVELS IN THE STATE.- VOLUNTEERS HISTORICALLY PROVIDE OVER 5600 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 OUR 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, SONG WRITING, ENSEMBLES/CHOIRS/BANDS, CERAMICS AND MUCH MORE! THE TLE TEAM ALSO PROVIDES SUPPORT FOR INDIVIDUAL ENGAGEMENT IN PREFERRED LEISURE BASED ON THE RESIDENTS' 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 INDIVIDUALS' 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.INGLIS HOUSING CORPORATION (DEVELOPMENT AND MANAGEMENT OF ACCESSIBLE, AFFORDABLE HOUSING):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. NOW, IHC IS THE LARGEST PRIVATE DEVELOPER OF AFFORDABLE, ACCESSIBLE HOUSING IN THE PHILADELPHIA REGION WITH 13 COMMUNITIES REPRESENTING 338 ACTIVELY MANAGED AND 88 DEVELOPED UNITS AS OF 2023. THESE COMMUNITIES ARE LOCATED THROUGHOUT GREATER PHILADELPHIA AND NEW JERSEY AND PROVIDE 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 $4,910,475 · Grants $145,413 · Revenue $8,285,589

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James Logue

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Anwesha Dutta

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Denise Marbach

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ellen Pulver Flatt

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Alan Rosenberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shiva Chandrasekaran

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • John Melvin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laval Miller-Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jamie O'Neil

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ted Rosen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Fady Sahhar

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kel Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karen Thomas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anita Weinberg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dyann Roth

    PRESIDENT & CEO

    Total calculated
    $425,472
    From this org
    $399,947
    From related orgs
    $0
    Other
    $25,525
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $353,245
    Bonus
    $46,702
    Other
    $0
    Deferred
    $8,633
    Nontaxable benefits
    $16,892
    Filer's total
    $425,472

  • Christopher Bathe

    CFO

    Total calculated
    $293,648
    From this org
    $269,248
    From related orgs
    $0
    Other
    $24,400
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $252,582
    Bonus
    $16,666
    Other
    $0
    Deferred
    $7,934
    Nontaxable benefits
    $16,466
    Filer's total
    $293,648

  • Cheryl Whitfield

    CHIEF PEOPLE & CULTURE OFFICER

    Total calculated
    $251,389
    From this org
    $244,963
    From related orgs
    $0
    Other
    $6,426
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $227,732
    Bonus
    $17,231
    Other
    $0
    Deferred
    $3,705
    Nontaxable benefits
    $2,721
    Filer's total
    $251,389

  • Karen Voegele

    CHIEF QUALITY & COMPLIANCE OFFICER

    Total calculated
    $210,198
    From this org
    $200,210
    From related orgs
    $0
    Other
    $9,988
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $183,544
    Bonus
    $16,666
    Other
    $0
    Deferred
    $5,992
    Nontaxable benefits
    $3,996
    Filer's total
    $210,198

  • Theresa Jenkinson

    CHIEF STRATEGY OFFICER

    Total calculated
    $218,086
    From this org
    $195,429
    From related orgs
    $0
    Other
    $22,657
    Hours/week
    35 + 5 related

    Schedule J breakdown matched by us

    Base
    $178,763
    Bonus
    $16,666
    Other
    $0
    Deferred
    $6,209
    Nontaxable benefits
    $16,448
    Filer's total
    $218,086

  • Lea Frontino

    SENIOR PROJECT MGR (UNTIL 06/22)

    Total calculated
    $182,974
    From this org
    $178,505
    From related orgs
    $0
    Other
    $4,469
    Hours/week
    28 + 12 related

    Schedule J breakdown matched by us

    Base
    $178,505
    Bonus
    $0
    Other
    $0
    Deferred
    $3,134
    Nontaxable benefits
    $1,335
    Filer's total
    $182,974

  • Emily Yip

    CONTROLLER

    Total calculated
    $184,377
    From this org
    $169,409
    From related orgs
    $0
    Other
    $14,968
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $148,111
    Bonus
    $21,298
    Other
    $0
    Deferred
    $4,895
    Nontaxable benefits
    $10,073
    Filer's total
    $184,377

  • Phillip Mowrey

    SENIOR DIRECTOR, HELP DESK

    Total calculated
    $197,941
    From this org
    $167,494
    From related orgs
    $0
    Other
    $30,447
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,089
    Bonus
    $30,405
    Other
    $0
    Deferred
    $5,014
    Nontaxable benefits
    $25,433
    Filer's total
    $197,941

  • Charles Moore

    SENIOR DIRECTOR, INFORMATION TECH

    Total calculated
    $189,252
    From this org
    $180,323
    From related orgs
    $0
    Other
    $8,929
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $149,918
    Bonus
    $30,405
    Other
    $0
    Deferred
    $5,104
    Nontaxable benefits
    $3,825
    Filer's total
    $189,252

  • Latasha Harling

    DIRECTOR, OPERATIONS

    Total calculated
    $272,806
    From this org
    $255,322
    From related orgs
    $0
    Other
    $17,484
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,952
    Bonus
    $61,834
    Other
    $56,536
    Deferred
    $3,065
    Nontaxable benefits
    $14,419
    Filer's total
    $272,806

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
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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 4A
LATASHA HARLING RECEIVED $56,536 OF SEVERANCE.
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

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.

  • INGLIS HOUSE

    501(C)(3) · TO PROVIDE SPECIALTY NURSING CARE FOR PERSONS WITH PHYSICAL DISABILITIES · PA · controlled entity

    Directly controlled by INGLIS FOUNDATION

  • INGLIS HOUSING CORPORATION

    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

  • INGLIS COMMUNITY SERVICES

    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

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349318100

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