FRIENDS REHABILITATION PROGRAM INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- FRIENDS REHABILITATION PROGRAM INC (EIN 23-6398764)
- Tax period
- 2009-06-01 to 2010-05-31
- Filed
- 2011-04-15
- IRS object ID
- 201131059349300423
- Schema version
- 2009v1.7
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-04-15T14:44:59-05:00 | Timestamp |
| Tax Period End Date | 2010-05-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEISERMAZARS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 110 GIBRALTAR ROAD SUITE 116 | AddressLine1 |
| City | HORSHAM | City |
| State | PA | State |
| ZIP Code | 19044 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-06-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236398764 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIENDS REHABILITATION PROGRAM INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FRIE | NameControl |
| Phone | 2158258800 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 704-706 W GIRARD AVENUE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19123 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | C CRAIG SMITH | Name |
| Title | PRESIDENT | Title |
| Phone | 2158258800 | Phone |
| Date Signed | 2011-04-15 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Kirk J Eldridge CPA | Name |
| Phone | 2152591000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | C CRAIG SMITH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 704-706 WEST GIRARD AVENUE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19123 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3520378 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1961 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | THE CORPORATION OWNS AND MANAGES HOUSING FACILITIES FOR SENIOR CITIZENS AND THE HANDICAPPED | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 13 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 42 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2558852 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 2590961 | ContributionsGrantsCurrentYear |
| Program Service Revenue CY | 314252 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 260673 | InvestmentIncomePriorYear |
| Investment Income Current Year | 303186 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 644337 | OtherRevenuePriorYear |
| Other Revenue Current Year | 311979 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3463862 | TotalRevenuePriorYear |
| Total Revenue Current Year | 3520378 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1028449 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1377965 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 6825 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2950612 | OtherExpensePriorYear |
| Other Expenses Current Year | 2279904 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 3979061 | TotalExpensesPriorYear |
| Total Expenses Current Year | 3657869 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -515199 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -137491 | RevenuesLessExpensesCY |
| Total Assets BOY | 18027837 | TotalAssetsBOY |
| Total Assets EOY | 18604607 | TotalAssetsEOY |
| Total Liabilities BOY | 12693429 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 13156360 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5334408 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5448247 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE CORPORATION OWNS AND MANAGES HOUSING FACILITIES FOR SENIOR CITIZENS AND THE HANDICAPPED | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2924306 | Expense |
| Grants | 2590961 | Grants |
| Revenue | 929417 | Revenue |
| Description | THE CORPORATION OWNS AND MANAGES HOUSING FACILITIES FOR SENIOR CITIZENS AND THE HANDICAPPED | Description |
| Total Program Service Expense | 2924306 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 1 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 147 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 42 | NumberOfEmployees |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Nbr Voting Governing Body Members | 13 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Organization | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2158258800 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 704-706 W GIRARD AVENUE | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19123 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (14 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| C CRAIG SMITH | |||||||
| PRESIDENT | 40.00 | X | X | 150000 | 0 | 0 | |
| PETER DORIS | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| STEPHEN KAMP | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| FRED SLIFER | |||||||
| VICE PRESIDENT/SECRETARY | 2.00 | X | X | 0 | 0 | 0 | |
| KATHY REILLY | |||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 | |
| JON LISS | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| ELIOT INGRAM | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| DOUG PYLE | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| RALPH DAVID SAMUEL ESQ | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| PATRICIA FINLEY | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| OTIS BULLOCK | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| GEORGE SCHAEFFER | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| LINELL MCCURRY | |||||||
| MEMBER | 2.00 | X | 0 | 0 | 0 | ||
| JENA NOTTINGHAM | |||||||
| PROGRAM COORDINATOR | 40.00 | 114844 | 0 | 0 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 264844 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AMERICAN EXPRESS | |||||
| THREE WORLD FINANCIAL CENTER | NEW YORK | NY | 10020 | CREDIT SERVICES | 188511 |
| AETNA | |||||
| 151 FARMINGTON AVENUE | HARTFORD | CT | 06156 | HEALTH INSURANCE | 172267 |
| MONTHLY MEETING OF PHILADELPHIA | |||||
| 1515 CHERRY STREET | PHILADELPHIA | PA | 19107 | LOAN REPAYMENTS | 171002 |
| AICCO | |||||
| 777 SOUTH FIGUEROA STREET 14TH FLO | LOS ANGELES | CA | 90017 | INSURANCE | 119509 |
| KISE STRAW AND KOLODNER | |||||
| 123 SOUTH BROAD STREET 2250 | PHILADELPHIA | PA | 19109 | ARCHITECTURAL FEES | 101000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| All Other Contributions | 2590961 | AllOtherContributions |
| Total Contributions | 2590961 | TotalContributions |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 314252 | TotalRevenueColumn |
| Related Or Exempt Function Income | 314252 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 314252 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 303186 | TotalRevenueColumn |
| Related Or Exempt Function Income | 303186 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Management fee | 531110 | 302143 | 302143 |
| Developer fee | 531110 | 9836 | 9836 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 311979 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 3520378 | TotalRevenueColumn |
| Related Or Exempt Function Income | 929417 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1124602 | Total |
| Program Services | 790425 | ProgramServices |
| Management And General | 329177 | ManagementAndGeneral |
| Fundraising | 5000 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149950 | Total |
| Program Services | 79172 | ProgramServices |
| Management And General | 70778 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 103413 | Total |
| Program Services | 75812 | ProgramServices |
| Management And General | 27601 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17715 | Total |
| Program Services | 17715 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9048 | Total |
| Program Services | 1663 | ProgramServices |
| Management And General | 7385 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51466 | Total |
| Program Services | 31886 | ProgramServices |
| Management And General | 19580 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 825 | Total |
| Fundraising | 825 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220005 | Total |
| Program Services | 77943 | ProgramServices |
| Management And General | 141062 | ManagementAndGeneral |
| Fundraising | 1000 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 239765 | Total |
| Program Services | 239765 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11128 | Total |
| Program Services | 11128 | ProgramServices |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30844 | Total |
| Program Services | 10195 | ProgramServices |
| Management And General | 20649 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 140360 | Total |
| Program Services | 69946 | ProgramServices |
| Management And General | 70414 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -10098 | Total |
| Program Services | -10098 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91181 | Total |
| Program Services | 75515 | ProgramServices |
| Management And General | 15666 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41527 | Total |
| Program Services | 39641 | ProgramServices |
| Management And General | 1886 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Rental assistance | 1313833 | 1313833 | |
| ADMINISTRATIVE EXPENSES | 0 | ||
| Professional fees | 65406 | 42866 | 22540 |
| Repairs and maintenance | 42312 | 42312 | |
| Bad Debts | 0 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14587 | Total |
| Program Services | 14587 | ProgramServices |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3657869 | Total |
| Program Services | 2924306 | ProgramServices |
| Management And General | 726738 | ManagementAndGeneral |
| Fundraising | 6825 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 132452 | BOY |
| EOY | 405470 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 797959 | BOY |
| EOY | 741716 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 53335 | BOY |
| EOY | 65929 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2583857 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 953272 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1702480 | BOY |
| EOY | 1630585 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 4762 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15341611 | BOY |
| EOY | 15756145 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18027837 | BOY |
| EOY | 18604607 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 915931 | BOY |
| EOY | 913408 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4252194 | BOY |
| EOY | 4701349 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 3582392 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7525304 | BOY |
| EOY | 3959211 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12693429 | BOY |
| EOY | 13156360 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5164307 | BOY |
| EOY | 5278146 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2456 | BOY |
| EOY | 2456 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 167645 | BOY |
| EOY | 167645 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5334408 | BOY |
| EOY | 5448247 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18027837 | BOY |
| EOY | 18604607 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2258610 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2055579 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2336532 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2558852 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2590961 | CurrentTaxYear |
| Total | 11800534 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1800942 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1749501 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1385598 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 644337 | CurrentTaxYearMinus1Year |
| Current Tax Year | 930421 | CurrentTaxYear |
| Total | 6510799 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4059552 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3805080 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3722130 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3203189 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3521382 | CurrentTaxYear |
| Total | 18311333 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 18311333 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47944 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 72361 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 223877 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 260673 | CurrentTaxYearMinus1Year |
| Current Tax Year | 303186 | CurrentTaxYear |
| Total | 908041 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 47944 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 72361 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 223877 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 260673 | CurrentTaxYearMinus1Year |
| Current Tax Year | 303186 | CurrentTaxYear |
| Total | 908041 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4107496 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3877441 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3946007 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 3463862 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3824568 | CurrentTaxYear |
| Total | 19219374 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.95280 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.97130 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.04720 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02870 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 99976 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 14436 | InvestmentEarningsOrLosses |
| End Of Year Balance | 114412 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 138614 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -38638 | InvestmentEarningsOrLosses |
| End Of Year Balance | 99976 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 104010 | OtherCostOrOtherBasis |
| Book Value | 104010 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2479847 | OtherCostOrOtherBasis |
| Depreciation | 953272 | Depreciation |
| Book Value | 1526575 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1630585 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Due from related party | 8398421 |
| Tenant security deposits | 2505 |
| Construction in progress | 1828769 |
| Investments | 5514727 |
| deferred costs | 11723 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 15756145 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Due to related party | $3,059,737 |
| Tenant security deposits | $4,097 |
| Rents received in advance | $1,246 |
| Escrow liability | $32,413 |
| other | $861,718 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3959211 | TotalOfAmounts |
| Tot Revenue Etc Audited Fincl Stmt | 3824568 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 304910 | NetUnrealizedGainsInvestments |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part V, Line 4: | Identifier |
| Return Reference | Description of Intended Use of Endowment Funds: | ReturnReference |
| Explanation | SOCIAL SERVICES | Explanation |
Schedule L IRS990ScheduleL
Loan Table LoanTable
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWARK REALTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Purpose Of Loan | OPERATIONAL ADVANCE | PurposeOfLoan |
| Loan From Organization | X | LoanFromOrganization |
| Original Principal | $27,268 | OriginalPrincipalAmount |
| Balance Due | 27268 | BalanceDue |
| Default | 0 | Default |
| Approved By Board | 1 | ApprovedByBoard |
| Written Agreement | 0 | WrittenAgreement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 27268 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWARK REALTY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | EXECUTIVE DIRECTOR IS THE OWNER OF THE SOUTHWARK REALTY | Relationship |
| Amount Of Transaction | 27268 | AmountOfTransaction |
| Description Of Transaction | OPERATIONAL ADVANCES | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 2 | A BOARD MEMBER IS THE NEPHEW OF THE PRESIDENT OF THE BOARD. |
| Form 990, Part VI, Section B, line 11 | A copy of this Form 990 was provided to the company's Board of Directors (the Governing Body) who reviewed and approved the form prior to its filing with the Internal Revenue Service |
| Form 990, Part VI, Section B, line 12c | EACH DIRECTOR MUST EXECUTE A STATEMENT AT THE ANNUAL MEETING EACH YEAR SETTING FORTH ANY POSSIBLE CONFLICTS, OR STATING THAT NO SUCH CONFILCTS EXIST. IN ADDITION, ANY EMPLOYEE HAVING A SUSPECTED CONFLICT MUST PRESENT IT TO THE BOARD OF DIRECTORS PRIOR TO ACTION FOR APPROVAL. |
| Form 990, Part VI, Section C, line 19 | Copies of the company's governing documents, conflict of interest policy, financial statements and this form 990 are available at the company's offices at 704-06 West Girard Avenue; Philadelphia PA 19123. Copies will be made on request. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (6 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState |
|---|---|---|---|---|---|---|
| SARAH ALLEN SENIOR HOUSING INC | ||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 232758281 | LOW INCOME HOUSING - EXEMPT | PA |
| GUILD HOUSE WEST INC | ||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 232973366 | LOW INCOME HOUSING - EXEMPT | PA |
| FRIENDS DEVELOPMENT CORPORATION | ||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 232983588 | LOW INCOME HOUSING - EXEMPT | PA |
| SARAH ALLEN COMMUNITY HOMES V INC | ||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 232856020 | LOW INCOME HOUSING - EXEMPT | PA |
| FRP COMMUNITY HOUSING CORP | ||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 232877541 | LOW INCOME HOUSING - EXEMPT | PA |
| FIRST SHARED HOUSING CORP | ||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 222536011 | LOW INCOME HOUSING - EXEMPT | PA |
Form990 Schedule R Part III Form990ScheduleRPartIII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Predominant Income TypePredominantIncomeType | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Disproportionate AllocationsDisproportionateAllocations | General Or Managing PartnerGeneralOrManagingPartner |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SARAH ALLEN HOMES PARTNERS | |||||||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 232668026 | LOW INCOME HOUSING | PA | RELATED | -52943 | 3145591 | 0 | 0 |
| SARAH ALLEN COMMUNITY HOMES IV LP | |||||||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 232866787 | LOW INCOME HOUSING | PA | RELATED | 0 | 0 | ||
| SARAH ALLEN COMMUNITY HOMES V LP | |||||||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 233019939 | LOW INCOME HOUSING | PA | RELATED | 0 | 0 | ||
| GUILD HOUSE EAST LP | |||||||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 202032745 | LOW INCOME HOUSING | PA | RELATED | 0 | 0 | ||
| SQUIRREL HILL ASSOCIATES LP | |||||||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 232407081 | LOW INCOME HOUSING | PA | RELATED | 0 | 0 | ||
Form990 Schedule R Part IV Form990ScheduleRPartIV (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Percentage OwnershipPercentageOwnership | Share Of EOY AssetsShareOfEOYAssets |
|---|---|---|---|---|---|---|---|---|---|---|
| GUILD HOUSE EAST INC | ||||||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 202032906 | LOW INCOME HOUSING | PA | C | -122 | 1.00000 | |
| SARAH ALLEN COMMUNITY HOMES INC | ||||||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 232668024 | LOW INCOME HOUSING | PA | C | 801 | 1.00000 | 47309 |
| SARAH ALLEN COMMUNITY HOMES IV INC | ||||||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 232856019 | LOW INCOME HOUSING | PA | C | -2336 | 1.00000 | |
| SARAH ALLEN COMMUNITY HOMES V INC | ||||||||||
| 704-706 WEST GIRARD AVENUE | PHILADELPHIA | PA | 19123 | 232856020 | LOW INCOME HOUSING | PA | C | -16 | 1.00000 | 72346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType |
|---|
| GUILD HOUSE WEST INC |
| N |
| SARAH ALLEN SENIOR HOUSING INC |
| N |
| SARAH ALLEN SERVICES |
| M |
| FIRST SHARED HOUSING CORP |
| N |