INGLIS HOUSE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- INGLIS HOUSE (EIN 23-1352284)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-12-17
- IRS object ID
- 201513519349300631
- Schema version
- 2014v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-12-17T13:54:52-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352284 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INGLIS HOUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | INGL | BusinessNameControlTxt |
| Phone | 2158785600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 BELMONT AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN KELLY | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2158785600 | PhoneNum |
| Signature | 2015-12-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS C GREEN CPA JD | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN KELLY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 BELMONT AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $88,080,360 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.INGLIS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1877 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | OPERATION OF A NURSING FACILITY FOR PEOPLE WITH SEVERE PHYSICAL DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 686 | TotalEmployeeCnt |
| Total Volunteers | 1695 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,424,087 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,871,529 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $43,760,243 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $43,341,247 | CYProgramServiceRevenueAmt |
| PY Investment Income | $10,507,895 | PYInvestmentIncomeAmt |
| CY Investment Income | $11,533,647 | CYInvestmentIncomeAmt |
| PY Other Revenue | $337,665 | PYOtherRevenueAmt |
| CY Other Revenue | $300,459 | CYOtherRevenueAmt |
| PY Total Revenue | $56,029,890 | PYTotalRevenueAmt |
| CY Total Revenue | $57,046,882 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $56,076 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,518 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $32,046,748 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $32,172,096 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,533,001 | PYOtherExpensesAmt |
| CY Other Expenses | $22,083,724 | CYOtherExpensesAmt |
| PY Total Expenses | $53,635,825 | PYTotalExpensesAmt |
| CY Total Expenses | $54,257,338 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,394,065 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,789,544 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $159,290,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $153,029,186 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $43,820,497 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,414,826 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $115,469,837 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,614,360 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | INGLIS' MISSION IS TO ENABLE PEOPLE WITH DISABILITIES - AND THOSE WHO CARE FOR THEM - TO ACHIEVE THEIR GOALS AND LIVE LIFE TO THE FULLEST. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $41,952,832 | ExpenseAmt |
| Grant | $1,518 | GrantAmt |
| Revenue | $43,341,247 | RevenueAmt |
| Desc | INGLIS' MISSION IS TO ENABLE PEOPLE WITH DISABILITIES - AND THOSE WHO CARE FOR THEM - TO ACHIEVE THEIR GOALS AND LIVE LIFE TO THE FULLEST. THIS MISSION IS ACCOMPLISHED THROUGH A RANGE OF PROGRAMS, FACILITIES AND STRATEGIC INITIATIVES DESIGNED TO EMPOWER ADULTS (AGES 18 AND OLDER) WITH SEVERE PHYSICAL DISABILITIES. THE INGLIS ORGANIZATION GREW OUT OF THE WORK OF INGLIS HOUSE, A PUBLIC CHARITY FOUNDED IN 1877 TO PROVIDE LONG-TERM, REHABILITATIVE MEDICAL AND NURSING CARE FOR PEOPLE WITH PHYSICAL DISABILITIES. TODAY, INGLIS IS A NATIONAL LEADER IN PROVIDING COMPREHENSIVE CARE AND SERVICES FOR PEOPLE WITH PARALYSIS, MULTIPLE SCLEROSIS, CEREBRAL PALSY, SPINAL CORD AND OTHER NEUROLOGICAL AND COGNITIVE DISORDERS. INGLIS SUPPORTS ITS CONSUMERS WITH 24-HOUR CARE AT INGLIS HOUSE, A 297-BED SKILLED NURSING FACILITY; ACROSS THE REGION THROUGH 261 AFFORDABLE, ACCESSIBLE APARTMENTS IN SOUTHEASTERN PA AND SOUTHERN NJ; AND IN THE COMMUNITY THROUGH CARE MANAGEMENT, ADULT DAY AND EMPLOYMENT SERVICES PROGRAMS.DURING FISCAL YEAR 2015, INGLIS SERVED OVER 1,000 PEOPLE DIRECTLY, AND MANY MORE INDIRECTLY THROUGH ACCESSIBLE HOUSING, COMMUNITY SUPPORT SERVICES, ITS WEBSITE, WWW.INGLIS.ORG, THE INGLIS AWARDS IN CONTINUING EXCELLENCE PROGRAM AND OTHER OUTREACH ACTIVITIES.PROGRAM/SERVICES ACCOMPLISHMENTSINGLIS HOUSE OFFERS ITS 297 ADULT RESIDENTS A FULL RANGE OF PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES; SOCIAL ENRICHMENT PROGRAMS INCLUDING COMPUTER AND EDUCATION PROGRAMS, EMPLOYMENT OPPORTUNITIES AND RELIGIOUS PROGRAMS IN A VIBRANT COMMUNITY CHARACTERIZED BY DIGNITY AND RESPECT. THE AVERAGE AGE OF RESIDENTS IS 55, AND THE AVERAGE LENGTH OF STAY IS 9.75 YEARS. INGLIS IS DESIGNATED AS A CENTER FOR THE PROMOTION OF EXCELLENCE IN LONG TERM CARE BY THE NATIONAL MULTIPLE SCLEROSIS SOCIETY. ONLY NINE OTHER ORGANIZATIONS IN THE US HAVE EARNED THIS DESIGNATION.ACCOMPLISHMENTS INCLUDE:PLANNING CONTINUED IN THE MULTI-YEAR STRATEGIC INITIATIVE (WHICH BEGAN IN FY2011) TO TRANSFORM INGLIS HOUSE FROM AN INSTITUTIONAL MODEL TO SMALLER "NEIGHBORHOODS," ADAPTING PERSON-CENTERED CARE BEST PRACTICES TO SERVE OUR COMMUNITY. IN FY2015, WE ESTABLISHED A SECOND NEIGHBORHOOD AND 81 PERCENT OF STAFF COMPLETED PERSON FIRST TRAINING WHICH PROVIDES A BEHAVIORAL FOUNDATION FOR THIS CARE MODEL. IN ADDITION, OUR PILOT NEIGHBORHOOD WAS RENOVATED WITH UPGRADED LIGHTING, FLOORING AND OTHER FINISHES TO PROVIDE A MORE HOMELIKE FEEL. ADDITIONAL NEIGHBORHOODS HAVE BEEN DESIGNATED AND WILL BE RENOVATED DURING 2016.COMPLETED A NEW WELLNESS & REHABILITATION CENTER, DESIGNED WITH RESIDENT INPUT, WHICH INCLUDES STATE-OF-THE-ART STRENGTH TRAINING AND CARDIOVASCULAR EQUIPMENT. THE MULTIDISCIPLINARY CENTER ALSO FEATURES WELLNESS PROGRAMMING THAT FOCUSES ON NUTRITION, STRESS REDUCTION AND OTHER PREVENTIVE HEALTH TOPICS. FUNDING FOR THE CENTER WAS PROVIDED BY THE PEW CHARITABLE TRUSTS, THE INGLIS GOLF OUTING, RELIANT SENIOR CARE AND CONNIE AND SANKEY WILLIAMS THROUGH THE HESS FOUNDATION.THE INGLIS ADAPTED TECHNOLOGY PROGRAM (ATP) PROVIDES A VITAL CONNECTION FOR INGLIS RESIDENTS AND ADULT DAY CLIENTS TO ACCESS TECHNOLOGY FOR EDUCATIONAL, RECREATIONAL AND SOCIAL PURPOSES. IN FY 2015, MORE THAN 50% OF INGLIS RESIDENTS USED THE COMPUTER LAB REGULARLY, LOGGING APPROXIMATELY 2,550 HOURS PER MONTH AND OVER 30,640 HOURS DURING THE FISCAL YEAR. THE DEPARTMENT IS SOUGHT OUT TO PROVIDE ADAPTED TECHNOLOGY EDUCATION AND HANDS ON EXPERIENCE TO SUPPORT THE EDUCATION OF OCCUPATIONAL, PHYSICAL, SPEECH AND RECREATION THERAPISTS AS WELL AS MEDICAL AND NURSING STUDENTS AT DREXEL UNIVERSITY, TEMPLE UNIVERSITY, PHILADELPHIA UNIVERSITY, HARCUM COLLEGE, UNIVERSITY OF THE SCIENCES, UNIVERSITY OF PENNSYLVANIA AND THOMAS JEFFERSON UNIVERSITY.THE COMMUNITY COMPUTING PROGRAM HAS RECEIVED FUNDING FROM THE PEW CHARITABLE TRUSTS TO PROVIDE TWO MORE YEARS OF COMPUTER ACCESS ASSESSMENT AND TRAINING TO PEOPLE WITH DISABILITIES LIVING IN THE COMMUNITY. WE HAVE PARTNERED WITH THE LIBRARY FOR THE BLIND AND PHYSICALLY DISABLED, MAGEE REHAB, ALS FOUNDATION, MDA/ALS HOPE FOUNDATION, HELP USA (AN ORGANIZATION THAT PROVIDES SUPPORTIVE SERVICES TO HELP PEOPLE BECOME AND REMAIN INDEPENDENT), PATF (PENNSYLVANIA ASSISTIVE TECHNOLOGY FOUNDATION), AND OTHERS. WE CONTINUE TO NETWORK AND FORM PARTNERSHIPS WITH OTHER TRI-STATE ORGANIZATIONS THAT SERVE THE DISABLED COMMUNITY. OUR E-LIBRARY, ESTABLISHED WITH DONOR FUNDS LAST YEAR, CONTINUES TO BE A POPULAR RESOURCE WHERE RESIDENTS CAN USE THEIR ADAPTED TECHNOLOGY DEVICES TO ACCESS ON-LINE BOOKS ON ONE OF THREE DEDICATED COMPUTERS.- MANY INGLIS RESIDENTS CONTINUE TO SERVE AS PEERS (PENNSYLVANIA'S EMPOWERED EXPERT RESIDENTS) - OMBUDSMEN FOR FELLOW RESIDENTS IN THE STATE'S PIONEERING PROGRAM. - THE INGLIS COMMUNITY IS SUPPORTED BY AN ACTIVE NETWORK OF VOLUNTEERS INCLUDING MANY REGIONAL COLLEGE AND UNIVERSITY STUDENTS, FAITH-BASED GROUPS AND DEDICATED INDIVIDUALS WHO PROVIDE PROGRAMMATIC SUPPORT AND ENCOURAGEMENT TO RESIDENTS. IN FY 2015 VOLUNTEERS PROVIDED OVER 20,711 HOURS OF SERVICE (AVERAGING 1,726 HOURS/MONTH).- THE INGLIS COMMUNITY REENTRY PROGRAM HELPS RESIDENTS PREPARE TO LIVE INDEPENDENTLY IN THE COMMUNITY. THE SIX-STEP PROGRAM PROVIDES PRACTICAL EXPERIENCES THAT TRAIN RESIDENTS IN THE SKILLS THEY NEED TO LEAD SAFE AND SUCCESSFUL INDEPENDENT LIVES. IN FY 2015, INGLIS HELPED NINE INDIVIDUALS TO REALIZE THE DREAM OF LIVING INDEPENDENTLY IN THEIR OWN ACCESSIBLE APARTMENT.- IMPLEMENTED A NEW CNA ONBOARDING PROGRAM WHICH PAIRS EXPERIENCED CNAS SERVING AS PRECEPTORS WITH NEW HIRES, TO PROVIDE THEM WITH THE SUPPORT THEY NEED TO MAKE A GOOD TRANSITION TO THEIR NEW ROLES. PRECEPTORS FOLLOW A COMPREHENSIVE ORIENTATION CHECKLIST, INCLUDING EVERYTHING FROM TOURS OF THE BUILDING, RESIDENT PREFERENCES, CONFLICT RESOLUTION AND HOW TO MANAGE DAILY ASSIGNMENTS TO EMERGENCY CODES AND PROCEDURES. | Desc |
| Total Program Service Expenses | $41,952,832 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 84 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 686 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN KELLY CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2158785600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 BELMONT AVENUE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LAUREN DEBRUICKER | |||||||||
| CHAIR | 0.10 | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WON SHIN | |||||||||
| VICE CHAIR | 0.10 | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SIBSON | |||||||||
| TREASURER | 0.10 | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THEODORE ROBB | |||||||||
| SECRETARY | 0.10 | 1.60 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GAVIN KERR | |||||||||
| PRESIDENT & CEO | 2.00 | 38.00 | Yes (X) | $0 | $504,872 | $26,965 | |||
| KEVIN KELLY | |||||||||
| VP, CHIEF FINANCIAL OFFICE | 2.00 | 38.00 | Yes (X) | $0 | $227,313 | $25,573 | |||
| LEA FRONTINO | |||||||||
| VP, INNOVATION & STRATEGIC PROJECTS | 6.00 | 34.00 | $0 | $187,586 | $10,112 | Yes (X) | |||
| BETTY MARMON | |||||||||
| VP, DEVELOPMENT & EXTERNAL AFFAIRS | 1.00 | 39.00 | $0 | $168,559 | $17,136 | Yes (X) | |||
| CHERYL WHITFIELD | |||||||||
| VP, HUMAN RESOURCES | 2.00 | 38.00 | $0 | $168,887 | $17,363 | Yes (X) | |||
| TRACIE GILES | |||||||||
| VP, CHIEF INTEGRITY OFFICER | 0.10 | 40.00 | $0 | $142,324 | $7,432 | Yes (X) | |||
| HAROLD STRAWBRIDGE | |||||||||
| DIRECTOR OF INNOVATION | 0.10 | 40.00 | $0 | $132,865 | $22,147 | Yes (X) | |||
| KAREN VOEGELE | |||||||||
| VP, CHIEF INTEGRITY OFFICER | 2.00 | 38.00 | $0 | $130,331 | $7,596 | Yes (X) | |||
| WILLIAM GRIM | |||||||||
| CO-EXECUTIVE DIRECTOR/ADMINISTRATOR | 40.00 | 0.00 | $157,036 | $0 | $8,459 | Yes (X) | |||
| MARJORIE HARDING | |||||||||
| CO-EXECUTIVE DIRECTOR & DON | 40.00 | 0.00 | $132,917 | $0 | $22,508 | Yes (X) | |||
| CHRISTOPHER MARSHALL | |||||||||
| CONTROLLER | 5.00 | 35.00 | $0 | $123,912 | $11,150 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $289,953 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,786,649 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $176,441 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CODE ELEVATOR INC | |||||
| 420 FEHELEY DRIVE SUITE B | KING OF PRUSSIA | PA | 19406 | ELEVATOR CONTRACTOR | $470,310 |
| HCSC LAUNDRY INC | |||||
| PO BOX 25092 | LEHIGH VALLEY | PA | 18002 | LAUNDRY SERVICE | $406,797 |
| SODEXO INC | |||||
| PO BOX 905374 | CHARLOTTE | NC | 28290 | FOOD SERVICE & HOUSEKEEPING | $370,904 |
| GREYCOURT | |||||
| 607 COLLEGE AVENUE | PITTSBURGH | PA | 15232 | MONEY MANAGER | $317,592 |
| LSQ FUNDING GROUP | |||||
| PO BOX 404322 | ATLANTA | GA | 30384 | NURSING AGENCY | $302,073 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 10 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $4,647 | FederatedCampaignsAmt |
| Fundraising | $106,200 | FundraisingAmt |
| All Other Contributions | $1,760,682 | AllOtherContributionsAmt |
| Noncash Contributions | $20,588 | NoncashContributionsAmt |
| Total Contributions | $1,871,529 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET RESIDENT SERVICE REVENUE | 623000 | $38,062,251 | $38,062,251 |
| PA NURSING HOME ASSESSMENT | 623000 | $4,627,205 | $4,627,205 |
| DAY VISITOR REVENUE | 623000 | $540,591 | $540,591 |
| INTERCOMPANY OFFICE RENT REVENUE | 623000 | $91,200 | $91,200 |
| MANAGEMENT FEES | 623000 | $20,000 | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $43,341,247 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,466,768 | TotalRevenueColumnAmt |
| Exclusion | $2,466,768 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,068,632 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $31,001,753 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,066,879 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,066,879 | TotalRevenueColumnAmt |
| Exclusion | $9,066,879 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $77,248 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $106,200 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $31,725 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,523 | TotalRevenueColumnAmt |
| Exclusion | $45,523 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| OTHER INCOME | 900099 | $171,154 | $171,154 |
| CAFETERIA & DIETARY REVENUE | 623000 | $83,782 | $83,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $254,936 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,046,882 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $43,341,247 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,834,106 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,518 | TotalAmt |
| Program Services | $1,518 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,828,001 | TotalAmt |
| Program Services | $21,655,126 | ProgramServicesAmt |
| Management And General | $1,172,875 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,326,747 | TotalAmt |
| Program Services | $1,274,307 | ProgramServicesAmt |
| Management And General | $52,440 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,295,891 | TotalAmt |
| Program Services | $5,985,186 | ProgramServicesAmt |
| Management And General | $310,705 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,721,457 | TotalAmt |
| Program Services | $1,635,092 | ProgramServicesAmt |
| Management And General | $86,365 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,777 | TotalAmt |
| Management And General | $31,777 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,465 | TotalAmt |
| Management And General | $53,465 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,377 | TotalAmt |
| Management And General | $400,377 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,788,260 | TotalAmt |
| Program Services | $2,299,935 | ProgramServicesAmt |
| Management And General | $488,325 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,651 | TotalAmt |
| Management And General | $21,651 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,934,230 | TotalAmt |
| Program Services | $1,621,384 | ProgramServicesAmt |
| Management And General | $312,846 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,950 | TotalAmt |
| Program Services | $705,471 | ProgramServicesAmt |
| Management And General | $113,479 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,615 | TotalAmt |
| Program Services | $332,116 | ProgramServicesAmt |
| Management And General | $7,499 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,312 | TotalAmt |
| Program Services | $31,271 | ProgramServicesAmt |
| Management And General | $7,041 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,419,694 | TotalAmt |
| Program Services | $1,208,728 | ProgramServicesAmt |
| Management And General | $2,210,966 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,509 | TotalAmt |
| Program Services | $12,346 | ProgramServicesAmt |
| Management And General | $744,163 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| SUPPORT SERVICES FEE | $5,843,952 | $5,843,952 | |
| PA NURSING HOME ASSESS. | $3,016,174 | $3,016,174 | |
| DIETARY COSTS | $1,382,536 | $1,382,536 | |
| MEDICAL SUPPLIES | $678,305 | $678,305 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $559,917 | TotalAmt |
| Program Services | $113,337 | ProgramServicesAmt |
| Management And General | $446,580 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,257,338 | TotalAmt |
| Program Services | $41,952,832 | ProgramServicesAmt |
| Management And General | $12,304,506 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,022 | BOYAmt |
| EOY | $14,022 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,317,744 | BOYAmt |
| EOY | $1,107,212 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,521,240 | BOYAmt |
| EOY | $6,323,044 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,488 | BOYAmt |
| EOY | $95,277 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $989,276 | BOYAmt |
| EOY | $1,135,854 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $67,605,191 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $52,894,222 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,434,442 | BOYAmt |
| EOY | $14,710,969 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,786,754 | BOYAmt |
| EOY | $99,197,285 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,311,950 | BOYAmt |
| EOY | $8,833,168 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,818,418 | BOYAmt |
| EOY | $21,612,355 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,290,334 | BOYAmt |
| EOY | $153,029,186 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,749,676 | BOYAmt |
| EOY | $12,116,318 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,500,000 | BOYAmt |
| EOY | $23,500,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $435,197 | BOYAmt |
| EOY | $418,009 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,135,624 | BOYAmt |
| EOY | $9,380,499 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,820,497 | BOYAmt |
| EOY | $45,414,826 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,562,466 | BOYAmt |
| EOY | $58,090,819 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,499,779 | BOYAmt |
| EOY | $8,385,565 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,407,592 | BOYAmt |
| EOY | $41,137,976 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,469,837 | BOYAmt |
| EOY | $107,614,360 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,290,334 | BOYAmt |
| EOY | $153,029,186 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,789,544 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,400,934 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,244,087 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $131,298,374 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,973,630 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,000,000 | OtherExpendituresAmt |
| Administrative Expenses | $221,909 | AdministrativeExpensesAmt |
| End Year Balance | $129,050,095 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $116,687,592 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,356,526 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,500,042 | OtherExpendituresAmt |
| Administrative Expenses | $245,702 | AdministrativeExpensesAmt |
| End Year Balance | $131,298,374 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,235,371 | BeginningYearBalanceAmt |
| Contributions | $342,739 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,955,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,420,427 | OtherExpendituresAmt |
| End Year Balance | $48,042,918 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,713,292 | BeginningYearBalanceAmt |
| Contributions | $224,302 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,507,473 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $23,805,250 | OtherExpendituresAmt |
| End Year Balance | $45,235,371 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,262,364 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,741,775 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $20,004,139 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.62200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.31540 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06260 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,352,478 | OtherCostOrOtherBasisAmt |
| Book Value | $1,352,478 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,163,127 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,518,014 | DepreciationAmt |
| Book Value | $10,645,113 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,746,407 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,832,201 | DepreciationAmt |
| Book Value | $914,206 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,343,179 | OtherCostOrOtherBasisAmt |
| Depreciation | $544,007 | DepreciationAmt |
| Book Value | $1,799,172 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $14,710,969 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $23,216,983 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $23,216,983 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| THIRD-PARTY PAYOR SETTLEMENTS, MEDICAL ASSISTANCE | $390,755 |
| ESCROWED ASSETS AND OTHER ASSETS | $132,050 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $21,038,739 |
| DEFERRED FINANCING COSTS | $50,811 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $21,612,355 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DERIVATIVE FINANCIAL INSTRUMENT | $1,740,804 |
| DUE TO AFFILIATES | $7,639,695 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,380,499 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $45,996,692 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$9,400,934 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,245,605 | OtherRevenueAmt |
| Revenue Not Reported | -$10,646,539 | RevenueNotReportedAmt |
| Revenue Subtotal | $56,643,231 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $400,377 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $3,274 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $403,651 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $57,046,882 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $53,852,169 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$3,274 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$3,274 | ExpensesNotReportedAmt |
| Expenses Subtotal | $53,855,443 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $400,377 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,518 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $401,895 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $54,257,338 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. IN PRIOR YEARS, THE PORTION OF ENDOWMENT FUNDS THAT WAS BOARD-DESIGNATED WAS NOT REPORTED ON SCHEDULE D. THIS ACCOUNTS FOR THE DIFFERENCE IN THE ENDING BALANCE IN COLUMN (C) AND THE BEGINNING BALANCE IN COLUMN (B), LINE 1 OF SCHEDULE D, PART V. |
| PART X, LINE 2: | INGLIS HOUSE ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD IS MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2015 OR 2014. THE BUSINESS ORGANIZATION EXEMPT INCOME TAX RETURNS FOR INGLIS HOUSE FOR THE YEARS PRIOR TO 2012 ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | VALUATION LOSS, BENEFICIAL INTEREST IN PERPETUAL TRUSTS -180,028. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENT 806,828. PENSION LIABILITY ADJUSTMENT -1,870,887. NET TRANSFER TO AFFILIATE -1,518. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING INCOME 2,707. OTHER INCOME 567. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING INCOME -2,707. OTHER INCOME -567. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | NET TRANSFER TO AFFILIATE 1,518. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $8,833,168 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $8,833,168 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,833,168 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF OUTING | Event1Nm |
| Gross Receipts Event1 | $183,448 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $106,200 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $77,248 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $26,509 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $5,216 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $183,448 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $106,200 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $77,248 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $26,509 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,216 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $31,725 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $45,523 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GAVIN KERR | ||||||||||||||
| PRESIDENT & CEO | $0 | $404,872 | $0 | $100,000 | $0 | $0 | $0 | $12,444 | $0 | $14,521 | $0 | $531,837 | $0 | $0 |
| KEVIN KELLY | ||||||||||||||
| VP, CHIEF FINANCIAL OFFICE | $0 | $227,313 | $0 | $0 | $0 | $0 | $0 | $7,184 | $0 | $18,389 | $0 | $252,886 | $0 | $0 |
| LEA FRONTINO | ||||||||||||||
| VP, INNOVATION & STRATEGIC PROJECTS | $0 | $187,586 | $0 | $0 | $0 | $0 | $0 | $5,530 | $0 | $4,582 | $0 | $197,698 | $0 | $0 |
| BETTY MARMON | ||||||||||||||
| VP, DEVELOPMENT & EXTERNAL AFFAIRS | $0 | $168,559 | $0 | $0 | $0 | $0 | $0 | $5,334 | $0 | $11,802 | $0 | $185,695 | $0 | $0 |
| CHERYL WHITFIELD | ||||||||||||||
| VP, HUMAN RESOURCES | $0 | $168,887 | $0 | $0 | $0 | $0 | $0 | $5,270 | $0 | $12,093 | $0 | $186,250 | $0 | $0 |
| HAROLD STRAWBRIDGE | ||||||||||||||
| DIRECTOR OF INNOVATION | $0 | $132,865 | $0 | $0 | $0 | $0 | $0 | $4,179 | $0 | $17,968 | $0 | $155,012 | $0 | $0 |
| WILLIAM GRIM | ||||||||||||||
| CO-EXECUTIVE DIRECTOR/ADMINISTRATOR | $157,036 | $0 | $0 | $0 | $0 | $0 | $4,600 | $0 | $3,859 | $0 | $165,495 | $0 | $0 | $0 |
| MARJORIE HARDING | ||||||||||||||
| CO-EXECUTIVE DIRECTOR & DON | $132,917 | $0 | $0 | $0 | $0 | $0 | $4,247 | $0 | $18,261 | $0 | $155,425 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 TRUSTEES FOR APPROVAL OF COMPENSATION PACKAGE. 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 2015. THE ORGANIZATION USES THIS POLICY TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| PART I, LINE 4A | MARJORIE HARDING BEGAN RECEIVING SEVERANCE PAYMENTS BEGINNING JUNE 27, 2015 AND WILL STOP RECEIVING SEVERANCE PAYMENTS ON JUNE 24, 2016. |
| PART I, LINE 7 | PRESIDENT & CEO GAVIN KERR RECEIVES A DISCRETIONARY BONUS BASED ON THE ACHIEVEMENT OF CERTAIN METRICS BASED ON ACHIEVEMENT OF BOTH OPERATIONAL AND STRATEGIC GOALS. ACHIEVEMENT OF OPERATIONAL GOALS IS BASED ON MEETING CERTAIN OBJECTIVE PILLAR MEASURES (METRICS). ACHIEVEMENT OF STRATEGIC INITIATIVES IS SUBJECTIVE. THE ORGANIZATION'S BOARD OF TRUSTEES EVALUATES AND APPROVES COMPENSATION AND BONUS DECISIONS FOR THE PRESIDENT & CEO. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | 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 11 | THE PREPARED 990 WAS REVIEWED BY THE AUDIT COMMITTEE AND PROVIDED TO EACH MEMBER OF THE BOARD OF DIRECTORS PRIOR TO 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 B, LINE 15 | THE PARENT ORGANIZATION, INGLIS FOUNDATION, RETAINS AN EXTERNAL FIRM TO CONDUCT MARKET STUDIES AND MAKE RECOMMENDATIONS FOR COMPENSATION, TAKING INTO CONSIDERATION FAIR MARKET VALUE FOR THE INDUSTRY. NON-UNION, NON-EXECUTIVE ROLES ARE EVALUATED EVERY 2-3 YEARS BASED ON MARKET FLUCTUATIONS OR DEMAND. EXECUTIVE COMPENSATION IS EVALUATED ANNUALLY AND THE FINDINGS ARE PRESENTED TO THE "COMMITTEE ON THE BOARD" FOR APPROVAL OF COMPENSATION PACKAGE. THE FOUNDATION'S "COMMITTEE ON THE BOARD" IS A SUBCOMMITTEE OF THE BOARD THAT IS RESPONSIBLE FOR COMPENSATION REVIEW, AND THE DECISIONS REGARDING COMPENSATION ARE DOCUMENTED IN COMMITTEE MEETING MINUTES. 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 2015. |
| 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 ONE BOARD MEETING PER YEAR WHICH LASTS ABOUT 10 MINUTES. |
| FORM 990, PART XI, LINE 9: | VALUATION GAIN, BENEFICIAL INTEREST IN PERPETUAL TRUSTS -180,028. CHANGE IN FAIR VALUE OF DERIVATIVE FINANCIAL INSTRUMENT 806,828. PENSION LIABILITY ADJUSTMENT -1,870,887. |
| FORM 990, PART IV, LINE 24 | INGLIS HOUSE IS NOT REQUIRED TO FILE SCHEDULE K FOR ITS TAX-EXEMPT BONDS SINCE THE BONDS WERE ISSUED BEFORE JANUARY 1, 2003. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INGLIS FOUNDATION | |||||||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | 232326553 | TO PROVIDE STRATEGIC PLANNING, FUNDRAISING, AND PUBLIC RELATION FOR INGLIS | PA | 501(C)(3) | LINE 11B, 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 11B, II | 0 | INGLIS FOUNDATION | |
| 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 9 | 0 | INGLIS HOUSING CORPORATION | |
| 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 9 | 0 | INGLIS HOUSING CORPORATION | |
| 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 9 | 0 | INGLIS HOUSING CORPORATION | |
| 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 9 | 0 | INGLIS HOUSING CORPORATION | |
| 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 9 | 0 | INGLIS HOUSING CORPORATION | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| 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 |
| INGLIS COTTAGES AT BERKS COUNTY LP | |||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | 232826225 | TO OWN AND OPERATE HOUSING UNITS FOR PERSONS WITH PHYSICAL DISABILITIES | PA | N/A |
| MISSION GREEN LP | |||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | 383880288 | TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS | PA | N/A |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| 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 (5) | |||||||||
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |