2024-05-15T07:09:51-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 231352284 INGLIS HOUSE INGL 2158785600 2600 BELMONT AVENUE PHILADELPHIA PA 19131 CHRISTOPHER BATHE CFO 2158785600 2024-05-13 1 CHRISTOPHER BATHE XXX-XX-XXXX 1 KERRI N BOGDA CPA P00760402 7177404863 2024-05-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DYANN ROTH 2600 BELMONT AVENUE PHILADELPHIA PA 19131 43508440 0 X WWW.INGLIS.ORG X 1877 PA OPERATION OF A NURSING FACILITY FOR PEOPLE WITH SEVERE PHYSICAL DISABILITIES. 4 4 604 320 0 0 1829114 635214 30120998 33435762 1694973 1811448 588395 662054 34233480 36544478 0 0 0 0 40281502 32058411 0 0 0 17603256 18036638 57884758 50095049 -23651278 -13550571 64391301 67343533 47404661 61011079 16986640 6332454 X INGLIS' MISSION IS TO ENABLE PEOPLE WITH DISABILITIES - AND THOSE WHO CARE FOR THEM - TO ACHIEVE THEIR GOALS AND LIVE LIFE TO THE FULLEST. 0 0 39382965 0 33435762 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 ADAPTED 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 WITH 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 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 SERVED A POPULATION THAT WAS 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.-PROVIDED SKILLED NURSING CARE TO A RESIDENT POPULATION WITH MANY OF THE HIGHEST ACUITY LEVELS IN THE STATE.-VOLUNTEERS HISTORICALLY PROVIDE OVER 5,600 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 CLASSES, 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. 39382965 1 1 0 0 0 0 0 0 1 1 1 1 0 1 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 54 0 604 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X CHRISTOPHER BATHE CFO 2158785600 2600 BELMONT AVENUE PHILADELPHIA PA 19131 X JIM LOGUE CHAIR 0.10 1.60 X X 0 0 0 ANWESHA DUTTA VICE CHAIR 0.10 1.60 X X 0 0 0 DENISE MARBACH TREASURER 0.10 1.60 X X 0 0 0 ELLEN PULVER FLATT SECRETARY 0.10 1.60 X X 0 0 0 DYANN ROTH PRESIDENT & CEO 2.00 38.00 X 0 399947 25525 CHRISTOPHER BATHE CFO 2.00 38.00 X 0 269248 24400 CHERYL WHITFIELD CHIEF PEOPLE & CULTURE OFFICER 2.00 38.00 X 0 244963 6426 KAREN VOEGELE CHIEF QUALITY & COMPLIANCE OFFICER 2.00 38.00 X 0 200210 9988 THERESA JENKINSON CHIEF STRATEGY OFFICER 2.00 38.00 X 0 195429 22657 LEA FRONTINO SENIOR PROJECT MGR (UNTIL 06/22) 6.00 34.00 X 0 178505 4469 ANNETTE CAHOON NEIGHBOR CLINICAL LEADER 40.00 0.00 X 220809 0 5056 SANDRA ALLEN NEIGHBOR CLINICAL LEADER 40.00 0.00 X 186433 0 28954 AQUEEN NICHOLAS RN SUPERVISOR 40.00 0.00 X 187222 0 23873 JULIA CAO DIRECTOR OF NURSING 40.00 0.00 X 168614 0 30104 763078 1488302 181452 35 0 1 0 SODEXO INC PO BOX 905374 CHARLOTTE NC 28290 HOUSEKEEPING 527298 UNITEX TEXTILE SERVICES LLC 401 SOUTH MACQUESTEN PARKWAY MOUNT VERNON NY 10050 LAUNDRY SERVICE 295491 GENERAL HEALTHCARE RESOURCES INC PO BOX 825973 PHILADELPHIA PA 19182 AGENCY CONTRACTORS 250759 US MEDICAL STAFFING INC 1420 WALNUT STREET SUITE 1350 PHILADELPHIA PA 19102 AGENCY CONTRACTORS 195856 CONLEY LAW GROUP LLC PO BOX 556 WALLINGFORD PA 19086 LEGAL SERVICE 151540 7 498282 136932 635214 NET RESIDENT SERVICE REVENUE 623000 31586672 31586672 PA NURSING HOME ASSESSMENT 623000 1847184 1847184 DAY VISITOR REVENUE 623000 1906 1906 33435762 1818505 1818505 6956905 6963962 -7057 -7057 -7057 136 0 136 136 DAY PROGRAM 623000 545403 545403 CATERING INCOME 623000 48023 48023 CAFETERIA INCOME 623000 38391 38391 30101 30101 661918 36544478 33435762 0 2473502 23170596 20909932 2260664 1245679 1124143 121536 5856391 5467838 388553 1785745 1610123 175622 37880 37880 100038 100038 109662 109662 2559825 2215737 344088 308 308 1929405 1686611 242794 381215 381215 787711 602723 184988 327873 327034 839 27054 12231 14823 1381905 1381905 1239203 5455 1233748 SUPPORT SERVICES FEE 5002154 5002154 PA NURSING HOME ASSESSM 2163948 2163948 DIETARY COSTS 1186547 1186547 MEDICAL SUPPLIES 253722 253722 548188 435016 113172 50095049 39382965 10712084 0 2149 2149 1792224 1795690 400 2923467 3462383 186389 156609 884554 1279942 74149162 65510102 9584950 8639060 24791607 26768768 3256268 3417235 20969693 21821297 64391301 67343533 5106930 4003878 115339 622223 539372 41675508 56352490 47404661 61011079 X -32091323 -45088474 49077963 51420928 16986640 6332454 64391301 67343533 X -13550571 2160665 -535747 1271467 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 48208863 3684138 564526 47029 51281446 56732047 -8180415 293880 48889 48208863 45837761 11430780 495340 41154 56732047 59318254 -677145 12750050 53298 45837761 67834011 3081675 11522005 75427 59318254 0.00200 0.94170 0.05630 1 0 1367583 1367583 63129161 56523311 6605850 8038176 7506937 531239 1614242 1479854 134388 8639060 ALTERNATIVE INVESTMENTS 3417235 F 3417235 ESCROWED ASSETS AND OTHER ASSETS 143950 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 21657977 457 PLAN 19370 21821297 ACCRUED PENSION BENEFITS EXPENSE 7107852 DUE TO AFFILIATES 49244638 56352490 39866812 2160665 1161805 3322470 36544342 136 136 36544478 49985251 0 49985251 109798 109798 50095049 PART IV, LINE 2B: RESIDENT TRUST FUNDS ARE CUSTODIAL ACCOUNTS FOR RESIDENTS. INDIVIDUAL ACCOUNTS ARE SET UP FOR EACH RESIDENT THROUGH THE RESIDENT FUND MANAGEMENT SYSTEM (RFMS) WHICH ALLOWS THE RESIDENTS TO PERFORM BANKING ACTIVITIES. ADDITIONALLY, RESIDENT INCOME FROM SOCIAL SECURITY OR PENSIONS IS DIRECTLY DEPOSITED TO RESIDENT ACCOUNTS THROUGH RFMS. PART V, LINE 4: THE HOUSE'S ENDOWMENTS CONSIST OF VARIOUS FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENTS ARE DONOR RESTRICTED AND BOARD-DESIGNATED ENDOWMENT FUNDS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING NET ASSETS DESIGNATED BY THE BOARD OF DIRECTORS AS ENDOWMENT FUNDS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. INVESTMENT RETURNS ON ENDOWMENT FUNDS ARE SPENT IN ACCORDANCE WITH THE SPECIFICATIONS OF THE DONOR RESTRICTIONS AND IN ACCORDANCE WITH THE POLICIES ESTABLISHED BY THE BOARD OF DIRECTORS. PART XI, LINE 2D - OTHER ADJUSTMENTS: VALUATION LOSS, BENEFICIAL INTEREST IN PERPETUAL TRUSTS 851,604. PENSION LIABILITY ADJUSTMENT 419,863. INVESTMENT FEES -109,662. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING INCOME RECLASSED FROM EXPENSES 136. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 109,662. FUNDRAISING INCOME RECLASSED FROM EXPENSES 136. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 2789230 0 0 0 0 0 0 2789230 0 2789230 0 0 1 0 1 0 PART III ACCOUNTING METHOD: SCHEDULE F, PART IV, LINES 2 AND 5: THE ORGANIZATION HAD INVESTMENTS IN FOREIGN CORPORATIONS AND PARTNERSHIPS DURING THE YEAR BUT THE OWNERSHIP PERCENTAGES DID NOT EXCEED THRESHOLDS FOR ADDITIONAL REPORTING. 0 0 0 0 0 0 0 1 0 DYANN ROTH PRESIDENT & CEO 0 353245 0 46702 0 0 0 8633 0 16892 0 425472 0 0 CHRISTOPHER BATHE CFO 0 252582 0 16666 0 0 0 7934 0 16466 0 293648 0 0 CHERYL WHITFIELD CHIEF PEOPLE & CULTURE OFFICER 0 227732 0 17231 0 0 0 3705 0 2721 0 251389 0 0 ANNETTE CAHOON NEIGHBOR CLINICAL LEADER 220309 0 500 0 0 0 4532 0 524 0 225865 0 0 0 THERESA JENKINSON CHIEF STRATEGY OFFICER 0 178763 0 16666 0 0 0 6209 0 16448 0 218086 0 0 SANDRA ALLEN NEIGHBOR CLINICAL LEADER 185933 0 500 0 0 0 4359 0 24595 0 215387 0 0 0 AQUEEN NICHOLAS RN SUPERVISOR 186683 0 539 0 0 0 4483 0 19390 0 211095 0 0 0 KAREN VOEGELE CHIEF QUALITY & COMPLIANCE OFFICER 0 183544 0 16666 0 0 0 5992 0 3996 0 210198 0 0 JULIA CAO DIRECTOR OF NURSING 149357 0 19257 0 0 0 4990 0 25114 0 198718 0 0 0 LEA FRONTINO SENIOR PROJECT MGR (UNTIL 06/22) 0 178505 0 0 0 0 0 3134 0 1335 0 182974 0 0 PART I, LINE 3 COMPENSATION POLICY OF RELATED ORGANIZATION: THE PARENT ORGANIZATION, INGLIS FOUNDATION, RETAINS AN EXTERNAL FIRM TO CONDUCT MARKET STUDIES AND MAKE RECOMMENDATIONS FOR COMPENSATION. EXECUTIVE COMPENSATION IS EVALUATED ANNUALLY AND THE FINDINGS ARE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. AN ANNUAL BENCHMARK IS CONDUCTED FOR EXECUTIVE COMPENSATION AND FOR ANY POSITION THAT IS IN HIGH DEMAND, AND AN EXTERNAL FIRM PROVIDES OVERALL TRENDS FOR THE YEAR. COMPENSATION HAS BEEN REVIEWED IN 2022. THE ORGANIZATION USES THIS POLICY TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 7 BONUSES ARE APPROVED BY THE COMMITTEE OF THE BOARD AND BOARD CHAIR. THE AMOUNTS WERE 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. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE OF THE CORPORATION WHICH SHALL CONSIST OF THE OFFICERS OF THE CORPORATION. THIS COMMITTEE SHALL, WHENEVER IN ITS JUDGMENT IT APPEARS NECESSARY, ACT FOR THE CORPORATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 6 INGLIS FOUNDATION, A PENNSYLVANIA NON-PROFIT CORPORATION, IS THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER SHALL HAVE ALL POWERS, RIGHTS AND AUTHORITY VESTED IN VOTING MEMBERS OF A PENNSYLVANIA NON-PROFIT CORPORATION INCLUDING THE POWER TO ELECT, APPOINT AND REMOVE DIRECTORS AND OFFICERS OF THE CORPORATION. THE OFFICERS OF THE CORPORATION SHALL BE ELECTED BY THE MEMBER AT ITS ANNUAL MEETING. WITH THE EXCEPTION OF THE CEO, THE OFFICERS OF THE CORPORATION SHALL BE DIRECTORS. EACH OFFICER SHALL HOLD OFFICE UNTIL A SUCCESSOR SHALL HAVE BEEN DULY ELECTED AND QUALIFIED. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBER SHALL HAVE ALL POWERS, RIGHTS AND AUTHORITY VESTED IN VOTING MEMBERS OF A PENNSYLVANIA NON-PROFIT CORPORATION INCLUDING THE FOLLOWING: (A) THE POWER TO AMEND THE CORPORATION'S ARTICLES OF INCORPORATION AND BYLAWS, (B) THE POWER TO ELECT, APPOINT AND REMOVE DIRECTORS AND OFFICERS OF THE CORPORATION, (C) THE POWER TO INCUR INDEBTEDNESS, AND (D) THE POWER TO SELL OR TRANSFER ITS ASSETS OTHER THAN IN THE ORDINARY COURSE OF BUSINESS. THE MEMBER SHALL HAVE THE AUTHORITY TO TAKE THE ACTIONS SET FORTH IN THE MEMBER'S BYLAWS WITH RESPECT TO THE CORPORATION, IN ADDITION TO ALL MATTERS REQUIRED BY THE PENNSYLVANIA NONPROFIT CORPORATION LAW ("PANPCL") OR THE CORPORATION'S ARTICLES OF INCORPORATION OR BY OTHER PROVISIONS OF THESE BYLAWS WHICH REQUIRE APPROVAL BY THE MEMBER. ANY INCONSISTENCIES BETWEEN THESE BYLAWS AND THOSE OF THE MEMBER SHALL BE RESOLVED IN FAVOR OF THE BYLAWS OF THE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED 990 IS INITIALLY REVIEWED BY INTERNAL FINANCE PERSONNEL. ONCE THE FORM 990 IS APPROVED BY MANAGEMENT, THE AUDIT COMMITTEE AND MEMBERS OF THE BOARD OF DIRECTORS EACH RECEIVE A COPY OF THE RETURN TO REVIEW PRIOR TO THE RETURN BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES OF INGLIS FOUNDATION AND RELATED ENTITIES MUST ENSURE THAT CUSTOMER CARE AND BUSINESS ACTIVITIES ARE CONDUCTED IN AN OBJECTIVE MANNER AND ARE NOT MOTIVATED BY DESIRE FOR PERSONAL OR FINANCIAL GAIN. ALL EMPLOYEES ARE REQUIRED TO DISCLOSE ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST TO HIS OR HER MANAGER, HUMAN RESOURCES OR THE CHIEF ETHICS AND COMPLIANCE OFFICER FOR APPROPRIATE DETERMINATION AND RESOLUTION. IN ADDITION, ALL DIRECTORS, OFFICERS, MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS AND ALL SENIOR MANAGERS MUST COMPLETE A CONFLICT OF INTEREST AFFIRMATION OF COMPLIANCE AND DISCLOSURE STATEMENT UPON HIRING, ON AN ANNUAL BASIS, AND WHEN A POTENTIAL CONFLICT OF INTEREST ARISES. THE FOUNDATION'S COMMITTEE ON THE BOARD HAS RESPONSIBILITY FOR REVIEWING THE DISCLOSURE STATEMENTS AND ENFORCING THE POLICY. IF A CONFLICT IS DEEMED TO BE PRESENT BY THE COMMITTEE ON THE BOARD, ONLY DISINTERESTED BOARD MEMBERS MAY PARTICIPATE IN A VOTE OF THE PROPOSED TRANSACTION. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, LINE 1A BOARD MEETINGS INGLIS HOUSE HAS AN ANNUAL BOARD MEETING IN JUNE OF EACH YEAR. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN PERP. TRUSTS 851,604. PENSION LIABILITY ADJUSTMENT 419,863. INGLIS FOUNDATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 232326553 TO PROVIDE STRATEGIC PLANNING, FUNDRAISING, AND PUBLIC RELATION FOR INGLIS PA 501(C)(3) LINE 12B, II N/A 0 INGLIS HOUSING CORPORATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 232326550 TO PROVIDE HOUSING TO LOW INCOME PERSONS WITH PHYSICAL DISABILITIES PA 501(C)(3) LINE 12B, II INGLIS FOUNDATION 0 EASTWICK SECTION 811 HOUSING CORPORATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 132802083 TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES PA 501(C)(3) LINE 10 INGLIS HOUSING CORPORATION 0 EASTWICK II SECTION 811 HOUSING CORPORATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 233001829 TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES PA 501(C)(3) LINE 10 INGLIS HOUSING CORPORATION 0 EVESHAM SECTION 811 HOUSING CORPORATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 233079514 TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES PA 501(C)(3) LINE 10 INGLIS HOUSING CORPORATION 0 WASHINGTON LANE SECTION 811 HOUSING CORPORATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 470913445 TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES PA 501(C)(3) LINE 10 INGLIS HOUSING CORPORATION 0 GERMANTOWN SECTION 811 HOUSING CORPORATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 201952464 TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES PA 501(C)(3) LINE 10 INGLIS HOUSING CORPORATION 0 INGLIS COMMUNITY SERVICES 2600 BELMONT AVENUE PHILADELPHIA PA 19131 853330459 TO PROVIDE COMMUNITY-BASED SERVICES FOR PERSONS WITH DISABILITIES PA 501(C)(3) LINE 7 INGLIS FOUNDATION 0 INGLIS APARTMENTS AT ELMWOOD LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 204681229 TO OWN AND OPERATE HOUSING UNITS FOR PERSONS WITH PHYSICAL DISABILITIES PA N/A 0 0 MISSION GREEN LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 383880288 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 BELMONT SPECIALTY HOUSING I LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 464151370 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 BELMONT SPECIALTY HOUSING II LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 901024250 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 BELMONT SPECIALTY HOUSING GENERAL PARTNER I LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 464151517 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 BELMONT SPECIALTY HOUSING GENERAL PARTNER II LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 464001511 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 BELMONT SPECIALTY HOUSING MANAGER LLC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 461183150 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 BELMONT SPECIALTY HOUSING GP II LLC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 464001463 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 INGLIS METHODIST GARDENS LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 843695102 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 MAKEMIE COURT LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 853509692 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 INGLIS APARTMENTS AT ELMWOOD INC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 204681135 TO PROVIDE HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES PA N/A C 0 INGLIS APARTMENTS AT MISSION GREEN INC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 462482630 TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A C 0 PERPETUAL TRUSTS (25) INVESTMENTS PA N/A T 0 BELMONT SPECIALTY HOUSING MANAGER LLC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 471734946 TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A C 0 INGLIS IMG INC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 843708883 TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A C 0 IHC MAKEMIE HOUSING INC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 853489328 TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A C 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 1 1 1 1