NEWCOURTLAND ELDER SERVICE: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NEWCOURTLAND ELDER SERVICE (EIN 23-2734102)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-14
- IRS object ID
- 202611349349313241
- Schema version
- 2024v5.0
- 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 D
- Schedule I
- Schedule J
- Schedule L
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T19:36:47-07:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232734102 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEWCOURTLAND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NEWC | BusinessNameControlTxt |
| Phone | 2159514290 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6970 Germantown Ave | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19119 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Michael DeMarco | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2159514290 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Michael P DeMarco | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6970 Germantown Avenue | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19119 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,941,705 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | newcourtland.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | Accelerate access to coordinated health, housing and social services for underserved populations. This is achieved through ongoing development of well trained and valued staff, investment in innovative solutions, and collaborations to build trust in the community. | ActivityOrMissionDesc |
| Voting Members Governing Body | 4 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 39 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,666,780 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,430,627 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,582,459 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,608,120 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,033,636 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,886,013 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,735,180 | PYOtherRevenueAmt |
| CY Other Revenue | $2,014,305 | CYOtherRevenueAmt |
| PY Total Revenue | $11,018,055 | PYTotalRevenueAmt |
| CY Total Revenue | $14,939,065 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $178,070 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $343,743 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,904,461 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,589,891 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,756,239 | PYOtherExpensesAmt |
| CY Other Expenses | $13,025,504 | CYOtherExpensesAmt |
| PY Total Expenses | $19,838,770 | PYTotalExpensesAmt |
| CY Total Expenses | $19,959,138 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$8,820,715 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,020,073 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $113,924,251 | TotalAssetsBOYAmt |
| Total Assets EOY | $172,483,677 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $142,010,151 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $205,894,860 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$28,085,900 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$33,411,183 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Accelerate access to coordinated health, housing and social services for underserved populations. This is achieved through ongoing development of well trained and valued staff, investment in innovative solutions, and collaborations to build trust in the community. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,225,480 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,949,007 | RevenueAmt |
| Desc | Provides management, administrative and financial services to organizations that care for the elderly, homeless and veterans through a nursing home, assisted and independent living facilities, skilled nursing care and other elder care organizations. As of June 30, 2025 NewCourtland is the supporting organization for 19 affiliates that provide services and housing to the elderly in Philadelphia. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $71,884 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | NewCourtland issued a grant payable to Allegheny West Foundation | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 0 | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $0 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,297,364 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | 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 | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | 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 | 129 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 39 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 4 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NewCourtland | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2159514242 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6970 Germantown Ave | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19119 | ZIPCd |
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 | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Joseph Duffey | ||||||||||
| Chairman of the Board | 39 | 1 | Yes (X) | Yes (X) | $400,316 | $0 | $84,896 | |||
| Michael DeMarco | ||||||||||
| CFO | 39 | 1 | Yes (X) | $275,127 | $0 | $76,464 | ||||
| Robert Kent | ||||||||||
| VP Operations & Plans | 39 | 1 | Yes (X) | $254,187 | $0 | $74,329 | ||||
| Pamela Howard | ||||||||||
| VP Health Services | 39 | 1 | $231,041 | $0 | $73,576 | Yes (X) | ||||
| Paul Funaro | ||||||||||
| VP Utilization Management | 39 | 1 | $233,193 | $0 | $66,147 | Yes (X) | ||||
| Kevin Stewart | ||||||||||
| Director of IT | 35 | 5 | $175,477 | $0 | $31,237 | Yes (X) | ||||
| John Ungar | ||||||||||
| Corporate Counsel and Director of Planning | 20 | 20 | $145,496 | $0 | $29,889 | Yes (X) | ||||
| Stephen Grim | ||||||||||
| Director of Accounting & Asset Management | 20 | 20 | $141,529 | $0 | $24,582 | Yes (X) | ||||
| Tara Days | ||||||||||
| Director of Human Resources | 40 | 0 | $135,115 | $0 | $13,527 | Yes (X) | ||||
| Brenda Jackson | ||||||||||
| Controller | 39 | 1 | $131,718 | $0 | $13,527 | Yes (X) | ||||
| Alison Corter | ||||||||||
| Director of Business Development | 40 | 1 | $136,424 | $0 | $5,638 | Yes (X) | ||||
| Steve Mullin | ||||||||||
| Treasurer | 1 | 3 | Yes (X) | Yes (X) | $76,025 | $0 | $0 | |||
| Mary Naylor | ||||||||||
| Secretary | 1 | 3 | Yes (X) | Yes (X) | $76,025 | $0 | $0 | |||
| Neil Pitts | ||||||||||
| Board Member | 1 | 4 | Yes (X) | $0 | $0 | $0 | ||||
| Andrew Seibert | ||||||||||
| Assist. Secretary and Treasurer (Chief Financial Officer) | 0 | 0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,411,673 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $493,812 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | Address Line2ContractorAddress/USAddress/AddressLine2Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| O'Dell Studner Group | ||||||
| 200 NORTH WARNER ROAD | SUITE 450 | KING OF PRUSSIA | PA | 19406 | Insurance Broker | $1,494,161 |
| Ultimate Software Group | ||||||
| PO BOX 930953 | ATLANTA | GA | 31193 | Payroll Services | $126,179 | |
| HARTFORD LIFE AND ACCIDENT | ||||||
| ONE HARTFORD PLAZA | Hartfod | CT | 06155 | 3rd Party Provider of Employee Disability and Life Insurance | $122,646 | |
| CONSTELLATION NEW ENERGY INC | ||||||
| PO BOX 4640 | CAROL STREAM | IL | 60197 | 3rd Party Gas Provider | $104,364 | |
| Veritas Health Systems Inc | ||||||
| PO Box 20 | Flourtown | PA | 19031 | Executive Management | $100,001 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $0 | FundraisingAmt |
| Related Organizations | $4,600,000 | RelatedOrganizationsAmt |
| Government Grants | $0 | GovernmentGrantsAmt |
| All Other Contributions | $830,627 | AllOtherContributionsAmt |
| Noncash Contributions | $0 | NoncashContributionsAmt |
| Total Contributions | $5,430,627 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Management Fee Affilliated | 561000 | $1,950,219 | $1,950,219 | $0 | $0 |
| Developer Fee | 531390 | $532,457 | $532,457 | $0 | $0 |
| Non Affiliated Management Fee | 624000 | $125,444 | $125,444 | $0 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,608,120 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,886,013 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $287,870 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,598,143 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,808,937 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,808,937 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,808,937 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $875,199 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $933,738 | ExclusionAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rpt Fundraising Event | $0 | ContriRptFundraisingEventAmt |
| Gross Sales Of Inventory | $2,758 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $2,640 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $118 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $118 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| Wells Fargo Credit Card Rewards | 551110 | $32,402 | $32,402 | $0 | $0 |
| Consulting Revenue for Mainline engagement | 541200 | $39,718 | $39,718 | $0 | $0 |
| United Healtcare Program Revenue | 624200 | $48,647 | $48,647 | $0 | $0 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,483 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $84,483 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $205,250 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,939,065 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,976,557 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,531,881 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,743 | TotalAmt |
| Program Services | $343,743 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,595,552 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $1,595,552 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,609,278 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $3,609,278 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,979 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $348,979 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,905 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $686,905 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $349,177 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $349,177 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $866,158 | TotalAmt |
| Program Services | $552,489 | ProgramServicesAmt |
| Management And General | $313,669 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,969 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $75,969 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,584 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $184,584 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $363,557 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $363,557 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,555 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $44,555 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $516,447 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $516,447 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,889,341 | TotalAmt |
| Management And General | $1,889,341 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,193 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $75,193 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,118,073 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $7,118,073 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $759,355 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $759,355 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,576 | TotalAmt |
| Management And General | $156,576 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Employee Rel/Training/Pre Employment Testing | $99,849 | $0 | $99,849 | $0 |
| Bank Fees | $174,652 | $0 | $174,652 | $0 |
| Payroll Services | $106,058 | $0 | $106,058 | $0 |
| Mission and Comfort & Joy | $401,132 | $401,132 | $0 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,005 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $194,005 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,959,138 | TotalAmt |
| Program Services | $1,297,364 | ProgramServicesAmt |
| Management And General | $18,661,774 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,824,217 | BOYAmt |
| EOY | $5,224,805 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,686,967 | BOYAmt |
| EOY | $4,914,009 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,794,453 | BOYAmt |
| EOY | $52,742,099 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $161,506 | BOYAmt |
| EOY | $225,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $35,050,685 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $12,211,912 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,824,422 | BOYAmt |
| EOY | $22,838,773 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,763,036 | BOYAmt |
| EOY | $2,887,452 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,869,650 | BOYAmt |
| EOY | $83,651,113 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,924,251 | BOYAmt |
| EOY | $172,483,677 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,870,137 | BOYAmt |
| EOY | $5,618,804 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,000,000 | BOYAmt |
| EOY | $1,131,742 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,333,429 | BOYAmt |
| EOY | $134,317,311 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,193,415 | BOYAmt |
| EOY | $64,827,003 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,010,151 | BOYAmt |
| EOY | $205,894,860 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$28,085,900 | BOYAmt |
| EOY | -$33,411,183 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$28,085,900 | BOYAmt |
| EOY | -$33,411,183 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,924,251 | BOYAmt |
| EOY | $172,483,677 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,020,073 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $0 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$305,210 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 14 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (14 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Germantown Home | ||||
| 232310085 | 7 | Yes (1) | $10,627,117 | $0 |
| NC Properties Inc | ||||
| 264193468 | 7 | Yes (1) | $158,232 | $0 |
| Apartments at Henry Avenue Inc | ||||
| 822801763 | 7 | Yes (1) | $0 | $0 |
| Apartments at Henry 1B Inc | ||||
| 825473181 | 7 | Yes (1) | $0 | $0 |
| Cliveden Apartments | ||||
| 271085598 | 7 | Yes (1) | $0 | $0 |
| Philadelphia Senior Center | ||||
| 231619019 | 7 | Yes (1) | $8,347 | $0 |
| Evangelical Senior Housing (Manor Glen) | ||||
| 232840567 | 10 | Yes (1) | $0 | $0 |
| Frankford Senior Housing Associates (Meadow House) | ||||
| 232718494 | 10 | Yes (1) | $102,976 | $0 |
| Apartments at Allegheny II Inc | ||||
| 474579730 | 7 | Yes (1) | $0 | $0 |
| Pilgrim Gardens Senior Housing | ||||
| 753258108 | 7 | Yes (1) | $0 | $0 |
| Germantown Section 811 | ||||
| 752975044 | 7 | Yes (1) | $0 | $0 |
| Apartments at Allegheny Inc | ||||
| 463510381 | 7 | Yes (1) | $0 | $0 |
| Apartments at Saint Bartholomew Inc | ||||
| 812580760 | 7 | Yes (1) | $0 | $0 |
| Apartments at Saint Bartholomew Phase 2 Inc | ||||
| 812589949 | 7 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 14 | SupportedOrganizationsTotalCnt |
| Support Sum | $10,896,672 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,073,781 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Book Value | $8,073,781 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $17,983,426 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,980,197 | DepreciationAmt |
| Book Value | $13,003,229 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $54,167 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,414 | DepreciationAmt |
| Book Value | $12,753 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $8,939,311 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,190,301 | DepreciationAmt |
| Book Value | $1,749,010 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $22,838,773 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (9 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| NMTC Loans | $12,753,000 |
| Restricted Funds - Affiliated | $69,715,916 |
| Pre Development Costs on Construction Projects for Affiliates | $190,038 |
| Investment in Joint Venture | $77,320 |
| PIDC Interest Reserve and WF Credit Card Escrow | $512,686 |
| Escrow Bank Accounts Related to Affiliated Financing | $265,550 |
| Escrow Bank Deposits - PA Unemployment Escrow | $109,808 |
| Rent Subsidy | $1,795 |
| PMA Escrow | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $83,651,113 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Intercompany | Desc |
| Amt | $64,827,003 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $64,827,003 | TotalLiabilityAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Allegheny West Foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 West Allegheny Avenue | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 231924667 | RecipientEIN |
| Cash Grant | $71,884 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | Allegheny West Foundation grant provides operational funding for food acquisition for individual experiencing food insecurity in North Philadelphia. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | NewCourtland will review the financial records and enters into an agreement with grantee. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Severance Payment | 0 | 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Joseph Duffey | ||||||||||||||
| Chairman of the Board | $400,316 | $0 | $0 | $0 | $0 | $0 | $53,500 | $0 | $31,396 | $0 | $485,212 | $0 | $0 | $0 |
| Michael DeMarco | ||||||||||||||
| CFO | $275,127 | $0 | $0 | $0 | $0 | $0 | $51,981 | $0 | $24,483 | $0 | $351,591 | $0 | $0 | $0 |
| Robert Kent | ||||||||||||||
| VP Operations & Plans | $254,187 | $0 | $0 | $0 | $0 | $0 | $49,846 | $0 | $24,483 | $0 | $328,516 | $0 | $0 | $0 |
| Paul Funaro | ||||||||||||||
| VP Utilization Management | $233,192 | $0 | $0 | $0 | $0 | $0 | $34,831 | $0 | $31,386 | $0 | $299,409 | $0 | $0 | $0 |
| Pamela Howard | ||||||||||||||
| VP Health Services | $231,041 | $0 | $0 | $0 | $0 | $0 | $44,959 | $0 | $28,617 | $0 | $304,617 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 3 | FormAndLineReferenceDesc |
| Explanation | Officers and the Board of Directors review executive/management compensation. A comparative analysis of salaries and benefits paid by other non-profit organization in the area is prepared for review. Independent compensation consultants are asked to assist in the review. In regards to executive compensation, the independent and non-compensated Directors discuss privately and vote as a separate group on the compensation package provided to top executive management. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| Alison Corter | |||
| Daughter of Board Member | $142,062 | Salary & 403b Compensation | 0 |
| Veritas | |||
| Former Assistant Treasurer | $100,001 | Termination fee for Management Services | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 2 | NewCourtland entered into an agreement to become a fiscal sponsor of Nerdy Girl Nation, a Texas nonprofit corporation, whose mission is to disseminate trustworthy and time health and scientific information to the public. NewCourtland became affiliated with Nerdy Girl Nation through board control. |
| Form 990, Part VI, Section A, Line 2 | Board Member, Dr. Naylor, is the mother of Alison Corter, Director of Business Development. Ms. Corter is employed by NewCourtland. |
| Form 990, Part VI, Section B, Line 11b | Form 990 is approved and filed by the Treasurer and subsequently presented to the full Board of Directors for their approval. |
| Form 990, Part VI, Section B, Line 12c | At regularly scheduled meetings of the Board of Directors, "Conflicts of Interests" are addressed, if any. |
| Form 990, Part VI, Section B, Line 15 | Officers and the Board of Directors review executive/management compensation. A comparative analysis of salaries and benefits paid by other non-profit organization in the area is prepared for review. Independent compensation consultants are asked to assist in the review. In regards to executive compensation, the independent and non-compensated Directors discuss privately and vote as a separate group on the compensation package provided to top executive management. |
| Form 990, Part VI, Section C, Line 19 | Upon Request |
| Form 990, Part XI, Line 9 | ($1,281,858) represents PSC II loan forgiveness as a loss; ($8,127,232) represents Henry LIFE loan forgiveness; ($74,655) represents NewCourtland's share of Joint venture net loss; Transfer of St Barts LIFE Equity $9,178,538. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tower at Henry LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3232 Henry Avenue | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 334705222 | EIN |
| Primary Activities | Real Estate Primarily Residential and Some Commercial | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $66,590,823 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NewCourtland | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Germantown Home | |||||||||||
| 6950 Germantown Avenue | Philadelphia | PA | 19119 | 232310085 | Skilled Nursing Facility | PA | 501(c)(3) | 170(b)(1)(A)(vi) | NewCourtland | ||
| The Presbyterian Foundation of Philadelphia | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 222524368 | Supporting organization of NewCourtland Elder Services | PA | 501(c)(3) | 509(a)(3) - Type II | N/A | ||
| Germantown Home Section 202 | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 752976363 | Affordable Housing for the Elderly | PA | 501(c)(3) | 170(b)(1)(A)(iv) | NewCourtland | ||
| Germantown Home Section 811 | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 752975044 | Affordable Housing for the Elderly | PA | 501(c)(3) | 170(b)(1)(A)(vi) | NewCourtland | ||
| Philadelphia Senior Center | |||||||||||
| 509 South Broad Street | Philadelphia | PA | 19147 | 231619019 | Senior Center | PA | 501(c)(3) | 170(b)(1)(A)(vi) | NewCourtland | ||
| NewCourtland at Allegheny Inc | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 460812150 | Corporaton holding title to property | PA | 501 (c)(2) | NewCourtland | 0 | ||
| NewCourtland Properties Inc | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 264194368 | Corporation holding title to property | PA | 501(C)(2) | NewCourtland | 0 | ||
| NewCourtland LIFE at Saint Bartholomew Inc | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 812461553 | Hold Land and Property | PA | 501(c)(3) | 509(a)(3) | NewCourtland | ||
| NewCourtland Primary Care | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 472491709 | Physican and Clinical care | PA | 501(c)(3) | 509(a)(2) | NewCourtland | ||
| Frankford Senior Housing Associates (Meadow House) | |||||||||||
| 4649 Paul St | Philadelphia | PA | 19124 | 232718494 | Low Income Senior Housing | PA | 501(c)(3) | NewCourtland | |||
| Evangelical Senior Housing (Manor Glenn) | |||||||||||
| 8403 Roosevelt Blvd | Philadelphia | PA | 19152 | 232648022 | Low Income Senior Housing | PA | 501(c)(3) | NewCourtland | |||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (18 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cliveden Properties Inc | |||||||||||
| 301-305 West Johnson Street | Philadelphia | PA | 19144 | 271085598 | Affordable Housing for the Elderly | PA | NewCourtland | Related | 0 | Yes (1) | 0.0001 |
| NewCourtland Apartments At Cliveden LP | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 271085443 | Low Income Housing Tax Credit Apartments | PA | PNC Tax Credit Capital Institutional Fund 43 LP | Related | 0 | 0.999 | |
| NewCourtland Apartments at Allegheny LP | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 901013784 | Affordable Housing for Elderly | PA | PNC Tax Credit Capital Institutional Fund 43 lp | Related | 0 | 0.999 | |
| Apartments at Allegheny Inc | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 463510381 | Affordable Housing for Elderly | PA | NewCourtland | Related | Yes (1) | 0.0001 | |
| Apartments at Allegheny II Inc | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 474579730 | Affordable Housing for the Elderly | PA | NewCourtland | Related | 0 | Yes (1) | 0.0001 |
| NewCourtland Apartments at Allegheny II LP | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 474563937 | Low Income Housing Tax Credit Apartments | PA | PNC Tax Credit Capital Institutional Fund 43 LP | Related | 0 | 0 | 0.999 |
| Apartments at Saint Bartholomew Inc | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 812580760 | Affordable Housing - Low Income Seniors | PA | NewCourtland | Related | 0 | Yes (1) | 0.0001 |
| NewCourtland Apartments at Saint Bartholomew LP | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 812589803 | Low Income Housing Tax Credit Apartments | PA | Enterprise Housing Partners XXVIII | Related | 0 | 0 | 0.9999 |
| Apartments at Henry Avenue Inc | |||||||||||
| 3232 Henry Avenue | Philadelphia | PA | 19129 | 822801763 | Low Income Senior Housing | PA | NewCourtland | Related | 0 | Yes (1) | 0.00009 |
| NewCourtland Apartments at Henry Avenue LP | |||||||||||
| 3232 Henry Avenue | Philadelphia | PA | 19129 | 822807128 | Low Income Senior Housing` | PA | PNC Tax Credit Capital | Related | 0 | 0.999 | |
| NewCourtland Apartments at Henry Ave 1B LP | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 825499834 | Low Income Senior Housing | PA | PNC Tax Credit Capital | Related | 0 | 0 | 0.9999 |
| Apartments at Henry Ave 1B Inc | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 825473181 | Affordable Housing - Low Income Seniors | PA | NewCourtland | Related | 0 | Yes (1) | 0.00009 |
| NewCourtland at Henry Avenue LLC | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 824516028 | Hold Land and Property | PA | NewCourtland | Related | 0 | Yes (1) | 0.5 |
| NewCourtland at Pennypack LLC | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 832580766 | Hold Land and Property | PA | NewCourtland | Related | 0 | Yes (1) | 0.5 |
| Pilgrim Gardens Senior Housing LP | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 753258108 | Low Income Senior Housing | PA | NewCourtland | Related | 0 | 0 | 0.7398 |
| NewCourtland at Burholme LLC | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 844731418 | Low Income Senior Housing | PA | NewCourtland | Related | Yes (1) | 0.0001 | |
| NewCourtland Apartments at St Bartholomew Phase 2 LP | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 812590087 | Low Income Housing Tax Credit Apartments | PA | RBC-NewCourtland at St Bart II LLC | Related | 0 | 0 | 0.9999 |
| Apartments at St Barts Phase II Inc | |||||||||||
| 6970 Germantown Avenue | Philadelphia | PA | 19119 | 812589949 | Affordable Housing - Low Income Seniors | PA | NewCourtlnad | Related | 0 | Yes (1) | 0.00009 |
| 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 | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Extension filed and approved by IRS on 11/12/2025 | ExplanationTxt |