2024-05-15T07:21:18-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 132802083 EASTWICK SECTION 811 HOUSING CORPORATION EAST 2158785600 2600 BELMONT AVENUE PHILADELPHIA PA 19131 CHRISTOPHER BATHE CFO 2158785600 2024-05-13 1 CHRISTOPHER BATHE XXX-XX-XXXX 1 KERRI N BOGDA CPA P00760402 7177404863 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DYANN ROTH 2600 BELMONT AVENUE PHILADELPHIA PA 19131 229121 0 X WWW.INGLIS.ORG X 1998 PA PROVIDE AFFORDABLE HOUSING TO PEOPLE WITH PHYSICAL DISABILITIES. 9 9 0 9 0 0 0 0 252670 225933 123 618 1307 2570 254100 229121 0 0 0 0 65744 67488 0 0 0 296914 551299 362658 618787 -108558 -389666 1189968 1198933 739558 1138189 450410 60744 X THE ORGANIZATION PROVIDES AFFORDABLE HOUSING TO PEOPLE WITH PHYSICAL DISABILITIES WHERE THEY ENJOY AN ENVIRONMENT OF INDEPENDENCE AND MOBILITY. 0 0 376693 0 225933 THE ORGANIZATION PROVIDES HUD-FUNDED WHEELCHAIR ACCESSIBLE HOUSING TO LOW INCOME PEOPLE WITH PHYSICAL DISABILITIES AT ITS 24-UNIT APARTMENT COMPLEX. DURING FY 2023, INGLIS GARDENS AT EASTWICK MAINTAINED 90-95% OCCUPANCY IN ITS 24 APARTMENTS.INGLIS GARDENS AT EASTWICK OPENED IN MAY 1998 AND FEATURES 12 ONE-BEDROOM AND 12 TWO-BEDROOM ACCESSIBLE APARTMENTS DESIGNED FOR PEOPLE WITH PHYSICAL DISABILITIES WHO REQUIRE WHEELCHAIRS. THE APARTMENTS ARE FOR RENT BY LOW OR VERY LOW INCOME INDIVIDUALS, 18 YEARS OF AGE OR OLDER, WHO CAN LIVE INDEPENDENTLY.TENANTS MAY ALSO TAKE ADVANTAGE OF OTHER INGLIS PROGRAMS, INCLUDING:CARE MANAGEMENT - HELPING CLIENTS WITH PHYSICAL DISABILITIES TO ARRANGE AND MANAGE THE RESOURCES NECESSARY TO MAINTAIN A HEALTHY, INDEPENDENT LIFESTYLE.RESIDENT SERVICES COORDINATION- PROVIDING SERVICES THAT LINK RESIDENTS OF AFFORDABLE, ACCESSIBLE HOUSING TO SUPPORTIVE SERVICES AND COMMUNITY RESOURCESCOMMUNITY EMPLOYMENT SERVICES - FINDING EMPLOYMENT OPPORTUNITIES AND PROVIDING JOB COACHING AND TRAINING.ADULT DAY PROGRAM - PROVIDE STIMULATING SOCIAL, EDUCATIONAL, THERAPEUTIC AND WELLNESS ACTIVITIES.JOURNEYS- BEHAVIORAL HEALTH MOBILE PEER SUPPORT PARTNERSHIP SERVICES.INGLIS ASSISTIVE TECHNOLOGY SOLUTIONS-ASSISTIVE TECHNOLOGY SOLUTIONS FOR COMMUNITY-BASED CLIENTS (ATS). 376693 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X CHRISTOPHER BATHE CFO 2158785600 2600 BELMONT AVENUE PHILADELPHIA PA 19131 X ANWESHA DUTTA CHAIR 0.10 1.60 X X 0 0 0 JIM LOGUE VICE CHAIR 0.10 1.60 X X 0 0 0 DENISE MARBACH TREASURER 0.10 1.60 X X 0 0 0 ELLEN PULVER FLATT SECRETARY 0.10 1.60 X X 0 0 0 LAVAL MILLER-WILSON DIRECTOR 0.10 1.60 X 0 0 0 TONY PAYTON DIRECTOR 0.10 1.60 X 0 0 0 IAN SMITH DIRECTOR 0.10 1.60 X 0 0 0 PAMELA TAYLOR DIRECTOR 0.10 0.00 X 0 0 0 OMAR LEWIS DIRECTOR 0.10 0.00 X 0 0 0 DYANN ROTH PRESIDENT & CEO 1.00 39.00 X 0 399947 25525 CHRISTOPHER BATHE CFO 1.00 39.00 X 0 269248 24400 0 669195 49925 0 0 1 0 0 RENTAL REVENUE 532000 225933 225933 225933 618 618 LAUNDRY & VENDING 532000 2570 2570 2570 229121 225933 0 3188 X 55476 13029 42447 1123 264 859 7261 1705 5556 3628 852 2776 11704 11704 400 400 13686 13686 194616 188900 5716 46772 46772 989 989 34682 34477 205 217 217 71 71 69161 69161 17841 17841 BAD DEBT EXPENSE 156424 156424 LICENSES 2714 2714 MISCELLANEOUS 1815 978 837 RESIDENT CONSUMER ACTIV 207 207 618787 376693 242094 0 199 200 5365 2411 49881 10682 10780 3258901 2401369 812360 857532 311481 328010 1189968 1198933 69928 87933 5476 5635 308354 308354 355800 736267 739558 1138189 X 450410 60744 450410 60744 1189968 1198933 -389666 0 X 0 1 X 1 1 1 X 235723 250365 243438 252670 225933 1208129 235723 250365 243438 252670 225933 1208129 0 5557 1233 885 1324 8999 5557 1233 885 1324 8999 1199130 606 654 238 123 618 2239 606 654 238 123 618 2239 2208 2159 1365 1307 2570 9609 238537 253178 245041 254100 229121 1219977 0.98290 0.98070 0.00180 0.00180 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY AND VENDING MACHINE REVENUE - 2018 AMOUNT: $ 2,208. 2019 AMOUNT: $ 2,159. 2020 AMOUNT: $ 1,365. 2021 AMOUNT: $ 1,307. 2022 AMOUNT: $ 2,570. 0 1 X 13318 13318 3122086 2277872 844214 123497 123497 0 857532 TENANT SECURITY DEPOSITS 5635 REPLACEMENT RESERVE 253557 RESIDUAL RECEIPTS RESERVE 68818 328010 DUE TO AFFILIATES 673962 MISCELLANEOUS 62305 736267 229121 0 229121 0 229121 618787 0 618787 0 618787 PART IV, LINE 2B: TENANT SECURITY DEPOSITS: THE PROJECT HOLDS IN TRUST SECURITY DEPOSIT AMOUNTS ADVANCED BY THE TENANTS OF THE PROJECT UPON MOVE-IN. THE PROJECT RECORDS THESE DEPOSITS PLUS INTEREST AS A LIABILITY. 0 0 0 0 0 0 0 0 0 DYANN ROTH PRESIDENT & CEO 0 353245 0 46702 0 0 0 8633 0 16892 0 425472 0 0 CHRISTOPHER BATHE CFO 0 252582 0 16666 0 0 0 7934 0 16466 0 293648 0 0 PART I, LINE 3 COMPENSATION POLICY OF RELATED ORGANIZATION: THE PARENT ORGANIZATION, INGLIS FOUNDATION, RETAINS AN EXTERNAL FIRM TO CONDUCT MARKET STUDIES AND MAKE RECOMMENDATIONS FOR COMPENSATION. EXECUTIVE COMPENSATION IS EVALUATED ANNUALLY AND THE FINDINGS ARE PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL. AN ANNUAL BENCHMARK IS CONDUCTED FOR EXECUTIVE COMPENSATION AND FOR ANY POSITION THAT IS IN HIGH DEMAND, AND AN EXTERNAL FIRM PROVIDES OVERALL TRENDS FOR THE YEAR. COMPENSATION HAS BEEN REVIEWED IN 2022. THE ORGANIZATION USES THIS POLICY TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT/CEO: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, FORM 990 OF OTHER ORGANIZATIONS, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. FORM 990, PART VI, SECTION A, LINE 1A THERE SHALL BE AN EXECUTIVE COMMITTEE OF THE CORPORATION WHICH SHALL CONSIST OF THE OFFICERS OF THE CORPORATION. THIS COMMITTEE SHALL, WHENEVER IN ITS JUDGMENT IT APPEARS NECESSARY, ACT FOR THE CORPORATION BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A THE DIRECTORS OF THIS ORGANIZATION SHALL BE APPOINTED BY INGLIS HOUSING CORPORATION (HOUSING). FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED 990 IS INITIALLY REVIEWED BY INTERNAL FINANCE PERSONNEL. ONCE THE FORM 990 IS APPROVED BY MANAGEMENT, THE AUDIT COMMITTEE AND EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVE COPIES TO REVIEW PRIOR TO THE RETURN BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY DIRECTOR SHALL BE DISCLOSED TO THE OTHER DIRECTORS AND MADE A MATTER OF RECORD NOT LATER THAN WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION. NO OFFICER OR DIRECTOR OF HOUSING OR THE CORPORATION SHALL HAVE ANY FINANCIAL INTEREST IN THE PROJECT ASSISTED UNDER SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT. ANY DIRECTOR HAVING A DUALITY OF INTEREST OR POSSIBLE CONFLICT OF INTEREST ON ANY MATTER SHALL NOT VOTE OR USE PERSONAL INFLUENCE ON THE MATTER, SHALL LEAVE THE ROOM DURING DISCUSSION AND VOTING, AND SUCH DIRECTOR SHALL NOT BE COUNTED IN DETERMINING THE QUORUM FOR THE MEETING, EVEN WHERE PERMITTED BY LAW. THE MINUTES OF THE MEETING SHALL REFLECT THAT DISCLOSURE WAS MADE, THE ABSTENTION FROM VOTING, THAT THE DIRECTOR LEFT THE ROOM DURING DISCUSSION AND VOTING, AND THE QUORUM SITUATION. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VII, LINE 1A BOARD MEETINGS THE BOARD FOR EASTWICK SECTION 811 HOUSING CORPORATION HAS FOUR MEETINGS PER YEAR. FORM 990, PART IX, LINE 11G SECURITY: PROGRAM SERVICE EXPENSES 2,627. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,627. GARBAGE/TRASH REMOVAL: PROGRAM SERVICE EXPENSES 19,858. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 19,858. GROUNDS/LANDSCAPING: PROGRAM SERVICE EXPENSES 8,811. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,811. PEST CONTROL: PROGRAM SERVICE EXPENSES 3,314. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,314. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 154,110. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 154,110. SNOW REMOVAL: PROGRAM SERVICE EXPENSES 180. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 180. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 5,716. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,716. EASTWICK II SECTION 811 HOUSING CORPORATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 233001829 TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES PA 501(C)(3) LINE 10 INGLIS HOUSING CORPORATION 0 EVESHAM SECTION 811 HOUSING CORPORATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 233079514 TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES PA 501(C)(3) LINE 10 INGLIS HOUSING CORPORATION 0 WASHINGTON LANE SECTION 811 HOUSING CORPORATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 470913445 TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES PA 501(C)(3) LINE 10 INGLIS HOUSING CORPORATION 0 GERMANTOWN SECTION 811 HOUSING CORPORATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 201952464 TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES PA 501(C)(3) LINE 10 INGLIS HOUSING CORPORATION 0 INGLIS HOUSING CORPORATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 232326550 TO PROVIDE HOUSING TO LOW INCOME PERSONS WITH PHYSICAL DISABILITIES PA 501(C)(3) LINE 12B, II INGLIS FOUNDATION 0 INGLIS FOUNDATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 232326553 TO PROVIDE STRATEGIC PLANNING, FUNDRAISING, AND PUBLIC RELATION FOR INGLIS PA 501(C)(3) LINE 12B, II N/A 0 INGLIS HOUSE 2600 BELMONT AVENUE PHILADELPHIA PA 19131 231352284 TO PROVIDE SPECIALTY NURSING CARE FOR PERSONS WITH PHYSICAL DISABILITIES PA 501(C)(3) LINE 3 INGLIS FOUNDATION 0 INGLIS COMMUNITY SERVICES 2600 BELMONT AVENUE PHILADELPHIA PA 19131 853330459 TO PROVIDE COMMUNITY-BASED SERVICES FOR PERSONS WITH DISABILITIES PA 501(C)(3) LINE 7 INGLIS FOUNDATION 0 INGLIS APARTMENTS AT ELMWOOD LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 204681229 TO OWN AND OPERATE HOUSING UNITS FOR PERSONS WITH PHYSICAL DISABILITIES PA N/A 0 0 MISSION GREEN LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 383880288 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 1 BELMONT SPECIALTY HOUSING I LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 464151370 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 1 BELMONT SPECIALTY HOUSING II LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 901024250 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 1 BELMONT SPECIALTY HOUSING GENERAL PARTNER I LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 464151517 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 1 BELMONT SPECIALTY HOUSING GENERAL PARTNER II LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 464001511 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 1 BELMONT SPECIALTY HOUSING MANAGER LLC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 461183150 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 1 BELMONT SPECIALTY HOUSING GP II LLC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 464001463 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 1 INGLIS METHODIST GARDENS LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 843695102 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 MAKEMIE COURT LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 853509692 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 INGLIS APARTMENTS AT ELMWOOD INC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 204681135 TO PROVIDE HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES PA N/A C 0 INGLIS APARTMENTS AT MISSION GREEN INC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 462482630 TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A C 0 BELMONT INGLIS HOUSING CORPORATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 471734946 TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A C 0 INGLIS IMG INC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 843708883 TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A C 0 IHC HOUSING COURT INC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 853489328 TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1