Form 990 for tax year 2023

Filed by PHILADELPHIA CORPORATION FOR AGING.

Totals

Total revenue: $97,587,198
Total expenses: $89,083,487
Contributions and grants received: $72,454,971
Grants paid: $0
Program service revenue: $22,256,171
Investment income: $746,982
Other revenue: $2,129,074
Total assets, end of year: $57,256,766
Total liabilities, end of year: $23,196,615
Net assets or fund balances, end of year: $34,060,151
Program services expenses (Part IX): $78,114,877
Management and general expenses: $10,968,610
Fundraising expenses: $0
Program service expenses (Part III): $78,114,877

Program services were 87.7% 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.

1a · Federated campaigns

$0
1b · Membership dues

$0
1c · Fundraising events

$0
1d · Related organizations

$0
1e · Government grants (contributions)

$72,454,971
1f · All other contributions, gifts and grants

$0
1g · Noncash contributions included above

$0
2a · Program service revenue: ASSESSMENT

total $18,840,029 · related or exempt $18,840,029
2b · Program service revenue: VETERAN DIRECTED CARE

total $1,934,561 · related or exempt $1,934,561
2c · Program service revenue: HOME DELIVERED MEALS

total $1,481,581 · related or exempt $1,481,581
3 · Investment income

total $746,982 · excluded $746,982
4 · Income from investment of tax-exempt bond proceeds

total $0
5 · Royalties

total $0
6a · Gross rents

real property $212,770
6c · Rental income or loss

real property $212,770 · personal property $0
6d · Net rental income or loss

total $212,770 · unrelated business $212,770
7d · Net gain or loss

total $0
8a · Fundraising events: gross income

$202,279
8a · Fundraising events: contributions included on line 1c

$0
8b · Fundraising events: direct expenses

$24,667
8c · Net income from fundraising events

total $177,612 · excluded $177,612
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: MANAGEMENT FEES

total $708,111 · excluded $708,111
11b · Other revenue: OTHER REVENUE

total $1,030,581 · related or exempt $1,030,581
11e · Other revenue, total

$1,738,692

Functional expenses

Part IX, the statement of functional expenses.

1 · Grants to domestic organizations and governments

total $0
2 · Grants to domestic individuals

total $0
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 $1,163,175 · program services $349,722 · management and general $813,453
6 · Compensation of disqualified persons

total $0
7 · Other salaries and wages

total $28,866,403 · program services $25,363,312 · management and general $3,503,091
8 · Pension plan contributions

total $1,733,082 · program services $1,507,025 · management and general $226,057
9 · Other employee benefits

total $5,369,544 · program services $4,618,310 · management and general $751,234
10 · Payroll taxes

total $2,183,719 · program services $1,859,496 · management and general $324,223
11a · Fees: management

total $0
11b · Fees: legal

total $0
11c · Fees: accounting

total $0
11d · Fees: lobbying

total $0
11e · Fees: professional fundraising services

total $0
11f · Fees: investment management

total $0
11g · Fees: other

total $33,078,254 · program services $31,569,502 · management and general $1,508,752
12 · Advertising and promotion

total $0
13 · Office expenses

total $2,195,064 · program services $2,041,969 · management and general $153,095
14 · Information technology

total $0
15 · Royalties

total $0
16 · Occupancy

total $0
17 · Travel

total $187,908 · program services $156,435 · management and general $31,473
18 · Travel or entertainment for public officials

total $0
19 · Conferences, conventions and meetings

total $0
20 · Interest

total $271,120 · program services $204,470 · management and general $66,650
21 · Payments to affiliates

total $0
22 · Depreciation, depletion and amortization

total $2,092,985 · program services $1,642,793 · management and general $450,192
23 · Insurance

total $629,355 · program services $513,731 · management and general $115,624
24a · Other expenses: OPERATING EXPENSE

total $6,612,264 · program services $3,932,764 · management and general $2,679,500
24b · Other expenses: REPAIR AND MAINTAINANCE

total $2,877,790 · program services $2,715,477 · management and general $162,313
24c · Other expenses: BUILDING OPERATIONS

total $1,159,828 · program services $1,029,729 · management and general $130,099
24d · Other expenses: TELEPHONE

total $594,060 · program services $555,025 · management and general $39,035
24e · All other expenses

total $68,936 · program services $55,117 · management and general $13,819

Balance sheet

Part X, book values.

1 · Cash, non-interest-bearing

beginning of year $28,238,937 · end of year $9,137,065
2 · Savings and temporary cash investments

beginning of year $0 · end of year $16,838,484
3 · Pledges and grants receivable

beginning of year $0 · end of year $6,431,370
4 · Accounts receivable

beginning of year $6,392,780 · end of year $6,270,302
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 $2,164,158 · end of year $1,859,324
8 · Inventories for sale or use

beginning of year $0 · end of year $0
9 · Prepaid expenses and deferred charges

beginning of year $4,904,037 · end of year $988,009
10a · Land, buildings and equipment: cost or other basis

$70,686,077
10b · Land, buildings and equipment: accumulated depreciation

$58,677,235
10c · Land, buildings and equipment, net

beginning of year $11,562,089 · end of year $12,008,842
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 $817,799 · end of year $3,723,370
17 · Accounts payable and accrued expenses

beginning of year $11,416,978 · end of year $10,974,314
18 · Grants payable

beginning of year $0 · end of year $0
19 · Deferred revenue

beginning of year $106,454 · end of year $830,478
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 $8,727,178 · end of year $6,755,043
24 · Unsecured notes and loans payable

beginning of year $0 · end of year $0
25 · Other liabilities

beginning of year $4,815,303 · end of year $4,636,780
27 · Net assets without donor restrictions

beginning of year $28,862,373 · end of year $33,908,637
28 · Net assets with donor restrictions

beginning of year $151,514 · end of year $151,514

Mission and programs · 2023

Mission

PCA's mission is to improve the quality of life for older Philadelphians and people with disabilities and assist them in achieving their maximum level of health, independence, and productivity.

Activities or mission (Part I)

To improve the quality of life for older Philadelphians and people with disabilities and assist them in achieving their maximum level of health, independence, & productivity.

Long-Term Care Services-PCA assessed more than 72,000 Philadelphians for services in FY24 to help them remain successful in their homes and communities. Nearly 10,000 reports of need for older adults at risk were filed during FY24. Through our OPTIONS Program and related services, PCA offered care management, home-delivered meals (more than 1.2 million), personal care and other services, and critical home repairs and modifications.

Expenses $56,437,431 · Revenue $1,924,561
Access Services-PCA answered nearly 79,000 calls through its Helpline in FY24, supporting older adults with referrals, transportation access (more then 100,000 trips), assessments, and more. PCA also supported thousands of rides to medical appointments, grocery stores, and senior centers.

Expenses $12,070,691 · Revenue $18,840,029
Community Services-Our network of 28 senior centers supported more than half a million consumer visits for health and wellness programs, employment assistance, meals and outreach and other event. Programs also included legal and volunteer services, nutrition assistance, and access to farmers market vouchers.

Expenses $2,917,751 · Revenue $1,481,581

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

Listed in Part VII

Najja Orr

President and CEO

Total calculated

$369,604

From this org

$322,138

From related orgs

$0

Other

$47,466

Hours/week

40

Schedule J breakdown matched by us

Base

$322,138

Bonus

$0

Other

$0

Deferred

$18,001

Nontaxable benefits

$29,465

Filer's total

$369,604
Lisa Alexander

Associate General Counsel

Total calculated

$298,116

From this org

$273,532

From related orgs

$0

Other

$24,584

Hours/week

37.5

Schedule J breakdown matched by us

Base

$273,532

Bonus

$0

Other

$0

Deferred

$12,548

Nontaxable benefits

$12,036

Filer's total

$298,116
George DeRosa

Director of Information Techno

Total calculated

$283,513

From this org

$237,611

From related orgs

$0

Other

$45,902

Hours/week

37.5

Schedule J breakdown matched by us

Base

$237,611

Bonus

$0

Other

$0

Deferred

$16,960

Nontaxable benefits

$28,942

Filer's total

$283,513
Peter Gust

IT Project Manager

Total calculated

$227,295

From this org

$193,396

From related orgs

$0

Other

$33,899

Hours/week

37.5

Schedule J breakdown matched by us

Base

$193,396

Bonus

$0

Other

$0

Deferred

$12,885

Nontaxable benefits

$21,014

Filer's total

$227,295
Yvonne Haddad

Associate General Counsel

Total calculated

$213,449

From this org

$186,121

From related orgs

$0

Other

$27,328

Hours/week

37.5

Schedule J breakdown matched by us

Base

$186,121

Bonus

$0

Other

$0

Deferred

$9,547

Nontaxable benefits

$17,781

Filer's total

$213,449
Joel TeBeest

CFO (THROUGH 6/28/24)

Total calculated

$207,851

From this org

$193,692

From related orgs

$0

Other

$14,159

Hours/week

40

Schedule J breakdown matched by us

Base

$193,692

Bonus

$0

Other

$0

Deferred

$10,952

Nontaxable benefits

$3,207

Filer's total

$207,851
Laura Weinbaum

COO

Total calculated

$205,425

From this org

$176,773

From related orgs

$0

Other

$28,652

Hours/week

40

Schedule J breakdown matched by us

Base

$176,773

Bonus

$0

Other

$0

Deferred

$5,283

Nontaxable benefits

$23,369

Filer's total

$205,425
Glenn BryanGLENN BRYAN

CHAIR

Total calculated

$0

Hours/week

5
Louis ColbertLOUIS COLBERT

VICE CHAIR

Total calculated

$0

Hours/week

5
Lynn Fields Harris

Secretary (through 6/30/24)

Total calculated

$0

Hours/week

5
Eloise Young

Treasurer (through 6/30/24)

Total calculated

$0

Hours/week

5
Denise Adamucci

DIRECTOR

Total calculated

$0

Hours/week

3
Louis A Bove

DIRECTOR (through 6/30/24)

Total calculated

$0

Hours/week

3
Nora Dowd Eisenhower

DIRECTOR (through 2/21/24)

Total calculated

$0

Hours/week

3
Wilmarie Gonzalez

DIRECTOR

Total calculated

$0

Hours/week

3
Sandra McNally

DIRECTOR

Total calculated

$0

Hours/week

3
Paul Nathanson

DIRECTOR

Total calculated

$0

Hours/week

3
Satya Verma

DIRECTOR

Total calculated

$0

Hours/week

3
John Whitman

DIRECTOR

Total calculated

$0

Hours/week

3
Jacqueline Zinn

DIRECTOR

Total calculated

$0

Hours/week

3
Norma ThomasNORMA THOMAS

DIRECTOR

Total calculated

$0

Hours/week

3

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 · Approval by the board or compensation committee
4b · Supplemental nonqualified retirement plan

Answered no

4a · Severance or change-of-control payment
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 4B:: PCA MAINTAINS A 457 DEFERRED COMPENSATION PLAN FOR C SUITE EXECUTIVES (CEO, COO, CFO).

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.

Provenance

Return type: form_990
Tax year: 2023
Filed: 15 May 2025
IRS schema version: 2023v6.0
Source object: 202541359349316929

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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