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Nonprofiteer
← ANGELAS HOUSE FOUNDATION

Form 990 for tax year 2023

Filed by ANGELAS HOUSE FOUNDATION.

Totals

Total revenue
$1,665,812
Total expenses
$1,639,039
Contributions and grants received
$1,041,457
Grants paid
$223,964
Program service revenue
$662,821
Investment income
$0
Other revenue
-$38,466
Total assets, end of year
$1,696,314
Total liabilities, end of year
$1,551,751
Net assets or fund balances, end of year
$144,563
Program services expenses (Part IX)
$1,401,656
Management and general expenses
$237,383
Fundraising expenses
$0
Program service expenses (Part III)
$1,401,656

Program services were 85.5% 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

    $372,075

  • 1f · All other contributions, gifts and grants

    $669,382

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: FEES FOR SERVICE REVENUE

    total $662,821 · related or exempt $662,821

  • 3 · Investment income

    total $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $136,958

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

    $372,075

  • 8b · Fundraising events: direct expenses

    $192,501

  • 8c · Net income from fundraising events

    total -$55,543 · unrelated business $0 · excluded -$55,543

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: HOME STORE SALE

    total $15,978 · excluded $15,978

  • 11b · Other revenue: MISCELLANEOUS REVENUE

    total $1,099 · excluded $1,099

  • 11e · Other revenue, total

    $17,077

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $35,541 · program services $35,541

  • 2 · Grants to domestic individuals

    total $188,423 · program services $188,423

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $6,685 · management and general $6,685

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $1,000 · program services $1,000

  • 12 · Advertising and promotion

    total $74,939 · program services $39,463 · management and general $35,476

  • 13 · Office expenses

    total $42,446 · program services $16,965 · management and general $25,481

  • 14 · Information technology

    total $1,669 · program services $420 · management and general $1,249

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $370,149 · program services $369,555 · management and general $594

  • 17 · Travel

    total $7,656 · program services $7,057 · management and general $599

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $2,498 · program services $346 · management and general $2,152

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $75,798 · program services $75,798

  • 23 · Insurance

    total $28,328 · program services $28,328

  • 24a · Other expenses: ALLOCATED SALARY AND BENEFIT

    total $623,696 · program services $491,102 · management and general $132,594

  • 24b · Other expenses: MEDICAL SUPPLIES&GIFT CARDS

    total $137,803 · program services $121,744 · management and general $16,059

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $27,842 · program services $23,106 · management and general $4,736

  • 24d · Other expenses: MEALS AND ENTERTAINMENT

    total $5,076 · program services $2,163 · management and general $2,913

  • 24e · All other expenses

    total $9,490 · program services $645 · management and general $8,845

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $126,078 · end of year $525,038

  • 2 · Savings and temporary cash investments

    beginning of year $0 · end of year $0

  • 3 · Pledges and grants receivable

    beginning of year $78,143 · end of year $53,870

  • 4 · Accounts receivable

    beginning of year $3,810 · end of year $11,659

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $36,546 · end of year $33,801

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

    $430,787

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

    $295,989

  • 10c · Land, buildings and equipment, net

    beginning of year $170,167 · end of year $134,798

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $1,479,882 · end of year $937,148

  • 17 · Accounts payable and accrued expenses

    beginning of year $42,625 · end of year $75,901

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $1,734,211 · end of year $1,475,850

  • 27 · Net assets without donor restrictions

    beginning of year -$217,656 · end of year -$190,516

  • 28 · Net assets with donor restrictions

    beginning of year $335,446 · end of year $335,079

Mission and programs · 2023

Mission

ANGELA'S HOUSE FOUNDATION WORKS TO IDENTIFY FAMILIES CARING FOR THEIR CHILDREN WHO MAY HAVE A SEVERE DISABILITY OR MEDICAL CONDITION SO THAT WE MAY HELP THEM OBTAIN SUPPORTIVE SERVICES TO IMPROVE THE QUALITY OF LIFE FOR THE CHILDREN AND THEIR FAMILY. THESE CHILDREN HAVE SPECIAL HEALTH CARE NEEDS AND ARE REFERRED TO AS MEDICALLY FRAGILE, CHRONICALLY ILL OR LIVING WITH A LIFE THREATENING ILLNESS ANGELA'S HOUSE FOUNDATION SUPPORTS OUR "EVERYDAY WISHES PROGRAM" WHICH ASSIST FAMILIES PAYING FOR MEDICAL SUPPLIES, EQUIPMENT AND OTHER SUPPORT SERVICES AND RESOURCES THAT CANNOT BE FUNDED THROUGH OTHER MEANS. FUNDING ASSISTS INDIVIDUALS THAT ARE MEDICALLY FRAIL OR DEVELOPMENTALLY DISABLED THAT LIVE AT HOME WITH THEIR PARENTS AS WELL AS THOSE THAT LIVE IN ONE OF OUR MEDICAL HOMES.

Activities or mission (Part I)

ASSIST MEDICALLY FRAGILE CHILDREN OF ANGELA'S HOUSE TO OBTAIN EQUIPMENT, SERVICES AND SUPPORT THAT CANNOT BE FUNDED BY OTHER MEANS.

  • ANGELA'S HOUSE'S FOUNDATION EXEMPT MISSION IS TO IDENTIFY FAMILIES CARING FOR THEIR CHILDREN WHO MAY HAVE A SEVERE DISABILITY OR MEDICAL CONDITION SO THAT WE MAY HELP THEM OBTAIN SUPPORTIVE SERVICES TO IMPROVE THE QUALITY OF LIFE FOR THE CHILDREN AND THEIR FAMILY. THE ANGELA'S HOUSE FOUNDATION'S "EVERYDAY WISHES PROGRAM" SERVICES MEDICALLY FRAGILE, TECHNOLOGY DEPENDENT AND CHRONICALLY ILL CHILDREN. THE ASSOCIATION FOR TECHNOLOGY DEPENDENT CHILDREN, INC. D/B/A ANGELA'S HOUSE STAFF ALONG WITH THE ANGELA'S HOUSE FOUNDATION STAFF WILL IDENTIFY THE NEEDS OF EACH CHILD AND THEIR FAMILY. THE GOAL IS TO OBTAIN ALL THE SUPPORTIVE SERVICES NEEDED TO SAFELY CARE FOR THESE CHILDREN LIVING AT HOME WITH THEIR PARENTS OR GUARDIANS, OR THE CHILDREN THAT LIVE IN ONE OF THE THREE HOMES THAT WE OVERSEE ALONG WITH OUR AFFILIATE AGENCY, INDEPENDENT GROUP HOME LIVING (IGHL). WE SERVICED 1222 CHILDREN IN 2023. THE "EVERYDAY WISHES PROGRAM" WILL ASSIST WITH MEDICAL SUPPLIES, EQUIPMENT OR SERVICES THAT CANNOT BE FUNDED BY OTHER MEANS. OUR STAFF WILL DRAFT THE BRIEF BACKGROUND AND DESCRIPTION OF NEED FOR EACH CHILD. WE HAVE A COMMITTEE THAT WILL DETERMINE WHICH CHILDREN AND FAMILIES ARE ELIGIBLE AND APPROVE AID. OUR PROGRAM ADMINISTRATOR WILL THEN PROCESS THEIR REQUEST/WISH. ANGELA'S HOUSE MAY PERIODICALLY PROVIDE FUNDING TO THE ORGANIZATIONS THEY ARE AFFILIATED WITH, SUCH AS, IGHL OR OTHER CHARITABLE PROGRAMS THAT MAY ALIGN WITH ANGELA'S HOUSE MISSION.

    Expenses $1,401,656 · Grants $223,964 · Revenue $662,821

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

Listed in Part VII

  • Walter Stockton

    CEO & PRESIDENT

    Total calculated
    $780,164
    From this org
    $0
    From related orgs
    $704,027
    Other
    $76,137
    Hours/week
    0.17 + 39.83 related

    Schedule J breakdown matched by us

    Base
    $0 + $613,450 related
    Bonus
    $0 + $20,996 related
    Other
    $0 + $69,581 related
    Deferred
    $0 + $30,827 related
    Nontaxable benefits
    $0 + $45,310 related
    Filer's total
    $0 + $780,164 related

  • Mary Beth Lichtneger

    CFO

    Total calculated
    $527,588
    From this org
    $0
    From related orgs
    $466,531
    Other
    $61,057
    Hours/week
    0.17 + 39.83 related

    Schedule J breakdown matched by us

    Base
    $0 + $400,096 related
    Bonus
    $0 + $15,596 related
    Other
    $0 + $50,839 related
    Deferred
    $0 + $31,070 related
    Nontaxable benefits
    $0 + $29,987 related
    Filer's total
    $0 + $527,588 related

  • Frank Lombardi

    Chief Logistics Officer

    Total calculated
    $407,461
    From this org
    $0
    From related orgs
    $362,955
    Other
    $44,506
    Hours/week
    0 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $282,981 related
    Bonus
    $0 + $12,804 related
    Other
    $0 + $67,170 related
    Deferred
    $0 + $29,900 related
    Nontaxable benefits
    $0 + $14,606 related
    Filer's total
    $0 + $407,461 related

  • Honorable Paul Pontieri

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Dr Joseph Morris

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    0.25 + 3.75 related

  • Bill Hessilbirg

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.25

  • Tracey Borcher

    TRUSTEE (AS OF 09/23)

    Total calculated
    $0
    Hours/week
    0.25

  • Gennaro Desena

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

  • Rick Spadalik

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.25

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)

SCHEDULE J, PART I, LINE 3:
ANGELA'S HOUSE FOUNDATION DOES NOT COMPENSATE THE ORGANIZATION'S CEO, WALTER STOCKTON. Kinexion, Inc., AN AFFILIATE OF THE REPORTING ORGANIZATION, PAID COMPENSATION TO THE CEO. Kinexion HAS ESTABLISHED HIS COMPENSATION USING: INDEPENDENT COMPENSATION CONSULTANT, FORM 990 TAX RETURNS OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS OR STUDY, AND APPROVAL BY THE BOARD OF DIRECTORS OR COMPENSATION COMMITTEE. Kinexion HAS WRITTEN EMPLOYMENT AGREEMENTS IN PLACE FOR HIM, WHICH OUTLINES COMPENSATION INCLUDING ALL FORMS OF WAGES AND FRINGE BENEFITS. Kinexion USES AN OUTSIDE INDEPENDENT ACCOUNTING CONSULTANT FIRM WITH EXPERTISE IN THE NOT-FOR PROFIT INDUSTRY TO PERFORM COMPENSATION ANALYSES OF THE EXECUTIVE POSITIONS. THE COMPENSATION ANALYSIS INCLUDES COMPENSATION SURVEYS OF COMPARABLE POSITIONS BASED UPON THE COMPENSATION AND FRINGE BENEFITS REPORTED ON THE 990 TAX RETURNS FOR COMPARABLE AGENCIES IN THE INDUSTRY. THE RESULTS OF THE COMPENSATION ANALYSIS ARE PRESENTED TO THE BOARD OF DIRECTORS, WHO REVIEW THE ANALYSIS TO DETERMINE APPROPRIATE COMPENSATION LEVELS AND ENSURE COMPLIANCE WITH THE DUE DILIGENCE GUIDELINES AS OUTLINED IN IRC SEC 4958. THE BASIS FOR ITS DETERMINATION AND ALL DECISIONS MADE ARE CONTEMPORANEOUSLY DOCUMENTED IN MEETING MINUTES. THE ORGANIZATION REGULARLY COMMISSIONS AN INDEPENDENT COMPENSATION STUDY; THE LAST SURVEY WAS COMPLETED IN 2023.

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 corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Kinexion Medical Services PC

    C corp · Medical Services · NY · 0% owned · share of income $0 · share of assets $0

    Directly controlled by Kinexion Inc

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202403209349312580

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