2024-05-15T07:25:28-05:00 2023-06-30 390859910 BAKER TILLY US LLP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2022-07-01 470913445 WASHINGTON LANE SECTION 811 HOUSING CORPORATION WASH 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 204651 0 X WWW.INGLIS.ORG X 2006 PA PROVIDE AFFORDABLE HOUSING TO PEOPLE WITH PHYSICAL DISABILITIES. 9 9 0 9 0 0 0 0 188162 201735 109 534 1167 2382 189438 204651 0 0 0 0 61047 84686 0 0 0 288745 317988 349792 402674 -160354 -198023 2733765 2681645 538755 684658 2195010 1996987 X THE ORGANIZATIN PROVIDES AFFORDABLE HOUSING TO PEOPLE WITH PHYSICAL DISABILITIES WHERE THEY ENJOY AN ENVIRONMENT OF INDEPENDENCE AND MOBILITY. 0 0 326556 0 201735 THE ORGANIZATION PROVIDES HUD-FUNDED WHEELCHAIR ACCESSIBLE HOUSING TO LOW INCOME PEOPLE WITH PHYSICAL DISABILITIES AT ITS 14-UNIT APARTMENT COMPLEX. DURING FY 2023, INGLIS GARDENS AT WASHINGTON LANE MAINTAINED 90-95% OCCUPANCY IN ITS 14 APARTMENTS.INGLIS GARDENS AT WASHINGTON LANE OPENED IN OCTOBER 2006 AND FEATURES 10 ONE-BEDROOM AND 4 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 - PROVIDING STIMULATING SOCIAL, EDUCATIONAL, THERAPEUTIC AND WELLNESS ACTIVITIES.JOURNEYS- BEHAVIORAL HEALTH MOBILE PEER SUPPORT PARTNERSHIP SERVICESINGLIS ASSISTIVE TECHNOLOGY SOLUTIONS-ASSISTIVE TECHNOLOGY SOLUTIONS FOR COMMUNITY-BASED CLIENTS (ATS). 326556 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 5 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 MARK CHARNITSKI DIRECTOR 0.10 0.00 X 0 0 0 OSCAR MCLAREN 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 201735 201735 201735 534 534 LAUNDRY & VENDING 532000 2382 2382 2382 204651 201735 0 2916 X 72295 41559 30736 1584 911 673 5837 3355 2482 4970 2857 2113 8000 8000 13074 13074 86811 86811 28704 26799 1905 912 912 49991 49919 72 2024 2024 91294 91294 20226 20226 BAD DEBT EXPENSE 13789 13789 UNIFORMS 1880 1880 LICENSES 945 945 MISCELLANEOUS EXPENSE 338 338 402674 326556 76118 0 200 200 24473 54775 23333 1282 13324 15177 3928176 1582163 2420733 2346013 251702 264198 2733765 2681645 51493 33056 4390 4669 325000 325000 157872 321933 538755 684658 X 2195010 1996987 2195010 1996987 2733765 2681645 -198023 0 X 0 1 X 1 1 1 X 188869 196297 195374 188162 201735 970437 188869 196297 195374 188162 201735 970437 0 4618 4931 5268 4373 2347 21537 4618 4931 5268 4373 2347 21537 948900 742 737 236 109 534 2358 742 737 236 109 534 2358 2941 1918 2818 1167 2382 11226 192552 198952 198428 189438 204651 984021 0.96430 0.96190 0.00240 0.00230 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY AND VENDING MACHINE REVENUE - 2018 AMOUNT: $ 2,941. 2019 AMOUNT: $ 1,918. 2020 AMOUNT: $ 2,818. 2021 AMOUNT: $ 1,167. 2022 AMOUNT: $ 2,382. 0 1 X 280144 280144 3619271 1553513 2065758 28761 28650 111 2346013 TENANT SECURITY DEPOSITS 4669 REPLACEMENT RESERVE 256154 RESIDUAL RECEIPTS RESERVE 3375 264198 DUE TO AFFILIATES 321933 321933 204651 0 204651 0 204651 402674 0 402674 0 402674 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 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 WASHINGTON LANE SECTION 811 HOUSING CORPORATION HAS ONE MEETING PER YEAR. FORM 990, PART IX, LINE 11G GARBAGE/TRASH REMOVAL: PROGRAM SERVICE EXPENSES 11,681. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,681. GROUNDS/LANDSCAPING: PROGRAM SERVICE EXPENSES 7,580. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,580. PEST CONTROL: PROGRAM SERVICE EXPENSES 2,689. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,689. REPAIRS & MAINTENANCE: PROGRAM SERVICE EXPENSES 64,861. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,861. EASTWICK SECTION 811 HOUSING CORPORATION 2600 BELMONT AVENUE PHILADELPHIA PA 19131 132802083 TO PROVIDE HUD FUNDED HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES PA 501(C)(3) LINE 10 INGLIS HOUSING CORPORATION 0 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 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 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 0 BELMONT SPECIALTY HOUSING I LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 464151370 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 BELMONT SPECIALTY HOUSING II LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 901024250 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 BELMONT SPECIALTY HOUSING GENERAL PARTNER I LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 464151517 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 BELMONT SPECIALTY HOUSING GENERAL PARTNER II LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 464001511 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 BELMONT SPECIALTY HOUSING MANAGER LLC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 461183150 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 BELMONT SPECIALTY HOUSING GP II LLC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 464001463 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 INGLIS METHODIST GARDENS LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 843695102 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 MAKEMIE COURT LP 2600 BELMONT AVENUE PHILADELPHIA PA 19131 853509692 TO OWN AND OPERATE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A 0 0 INGLIS APARTMENTS AT ELMWOOD INC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 204681135 TO PROVIDE HOUSING FOR PERSONS WITH PHYSICAL DISABILITIES PA N/A C 0 INGLIS APARTMENTS AT MISSION GREEN INC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 462482630 TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A C 0 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 MAKEMIE HOUSING INC 2600 BELMONT AVENUE PHILADELPHIA PA 19131 853489328 TO PROVIDE AFFORDABLE HOUSING UNITS FOR LOW INCOME HOUSEHOLDS PA N/A C 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1