Civic Intelligence

Ralston Mercy Douglass House

990 • Fiscal year 2017 • EIN 23-1387107

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 18, 2018

3615 Chestnut StreetPhiladelphia, PA 19104

(215) 386-2984

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.08x

Higher debt load relative to revenue than 24% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

46th percentile

1.9%

Higher net margin than 46% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

50th percentile

$173,280

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

60th percentile

7.3%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

82nd percentile

30%

Faster revenue growth than 82% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$14,609,102

Up $996,405 (+7.3%) from 2016

Net Assets

Up

$14,429,624

Up $971,368 (+7.2%) from 2016

Liabilities

Up

$179,478

Up $25,037 (+16%) from 2016

Revenue

Up

$2,294,059

Up $533,974 (+30%) from 2016

Expenses

Up

$2,249,913

Up $97,235 (+4.5%) from 2016

Net Income

Up

$44,146

Up $436,739 (+111%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$80M$60M$40M$20M$0Assets 2011: $11,988,653Liabilities 2011: $68,432Net Assets 2011: $11,920,2212011Assets 2012: $12,740,331Liabilities 2012: $89,111Net Assets 2012: $12,651,2202012Assets 2013: $14,335,313Liabilities 2013: $169,755Net Assets 2013: $14,165,5582013Assets 2014: $14,361,781Liabilities 2014: $87,490Net Assets 2014: $14,274,2912014Assets 2015: $13,701,645Liabilities 2015: $100,218Net Assets 2015: $13,601,4272015Assets 2016: $13,612,697Liabilities 2016: $154,441Net Assets 2016: $13,458,2562016Assets 2017: $14,609,102Liabilities 2017: $179,478Net Assets 2017: $14,429,6242017Assets 2018: $5,970,578Liabilities 2018: $1,247,075Net Assets 2018: $4,723,5032018Assets 2019: $15,080,397Liabilities 2019: $161,692Net Assets 2019: $14,918,7052019Assets 2020: $16,451,188Liabilities 2020: $303,339Net Assets 2020: $16,147,8492020Assets 2021: $17,722,331Liabilities 2021: $88,271Net Assets 2021: $17,634,0602021Assets 2022: $15,325,954Liabilities 2022: $865,589Net Assets 2022: $14,460,3652022Assets 2023: $58,124,198Liabilities 2023: $136,601Net Assets 2023: $57,987,5972023Assets 2024: $60,333,987Liabilities 2024: $1,246,585Net Assets 2024: $59,087,4022024

Highlighted filing

2017

Assets$14,609,102
Liabilities$179,478
Net Assets$14,429,624

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $1,064,812Expenses 2011: $1,135,431Net Income 2011: -$70,6192011Expenses 2012: $1,225,5202012Revenue 2013: $1,406,838Expenses 2013: $1,392,531Net Income 2013: $14,3072013Revenue 2014: $1,994,190Expenses 2014: $1,595,591Net Income 2014: $398,5992014Revenue 2015: $1,639,346Expenses 2015: $1,734,262Net Income 2015: -$94,9162015Revenue 2016: $1,760,085Expenses 2016: $2,152,678Net Income 2016: -$392,5932016Revenue 2017: $2,294,059Expenses 2017: $2,249,913Net Income 2017: $44,1462017Revenue 2018: $786,891Expenses 2018: $912,136Net Income 2018: -$125,2452018Revenue 2019: $1,798,305Expenses 2019: $1,864,150Net Income 2019: -$65,8452019Revenue 2020: $1,664,612Expenses 2020: $1,604,002Net Income 2020: $60,6102020Revenue 2021: $2,325,618Expenses 2021: $1,151,313Net Income 2021: $1,174,3052021Revenue 2022: $1,322,100Expenses 2022: $1,052,735Net Income 2022: $269,3652022Revenue 2023: $44,688,276Expenses 2023: $2,837,506Net Income 2023: $41,850,7702023Revenue 2024: $4,583,549Expenses 2024: $4,654,332Net Income 2024: -$70,7832024

Highlighted filing

2017

Revenue$2,294,059
Expenses$2,249,913
Net Income$44,146
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 18, 2018
Return Version
2017v2.2
Gross Receipts
$3,414,584
Mission and Program Overview

Mission

The purpose of the corporation is to provide elderly persons with housing facilities and services specially designed to meet their physical, social and psychological needs, and to promote their health, security, happiness, quality of life and usefulness in living longer, the charges for such facilities and services to be predicated upon the provision, maintenance and operation thereby on a nonprofit basis.

To improve the health and quality of life for older adults in philadelphia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$9,784,197$11,009,301▲ $1,225,104
Land, Buildings, and Equipment, Net$1,563,118$1,401,461▼ $161,657
Accounts Receivable$124,128$98,090▼ $26,038
Cash and Non-Interest-Bearing Accounts$228,743$58,716▼ $170,027
Prepaid Expenses and Deferred Charges$19,553$17,035▼ $2,518
Total Assets$13,612,697$14,609,102▲ $996,405
Other Assets Total$1,892,958$2,024,499▲ $131,541
Liabilities
Unsecured Notes Loans Payable$0$74,533▲ $74,533
Accounts Payable and Accrued Expenses$120,441$69,571▼ $50,870
Deferred Revenue$34,000$35,374▲ $1,374
Total Liabilities$154,441$179,478▲ $25,037
Net Assets / Fund Balance
Unrestricted Net Assets$9,854,562$10,478,029▲ $623,467
Permanently Rstr Net Assets$2,236,440$2,408,870▲ $172,430
Temporarily Rstr Net Assets$1,367,254$1,542,725▲ $175,471
Total Net Assets Fund Balance$13,458,256$14,429,624▲ $971,368
Total Liabilities and Net Assets / Fund Balance$13,612,697$14,609,102▲ $996,405

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,369,920$5,175,121$6,545,041
Equipment$31,541$195,914$227,455
Other Assets Org$1,911,273--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$9,784,103-▲ $1,225,104-$11,009,207
2016$9,667,991-▲ $116,112-$9,784,103
2015$10,073,377-▼ $405,386-$9,667,991
2014$10,098,234-▼ $24,857-$10,073,377
2013$8,622,748-▲ $1,475,486-$10,098,234
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph LukachCEO Until July 2017FT$149,648$23,632$173,280
Dr Neville E StrumpfPresident, CEO July-dec 2017PT$42,000-$42,000
Revenue and Support

Revenue Composition

Contributions and Grants
$221,243
Program Service Revenue
$1,117,079
Investment Income
$955,737
Other Revenue
$0
All Other Contributions
$221,243
Change in Net Assets
$44,146

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,250,561
Revenue Not Reported on Financial Statements
$43,498
Revenue Not Reported on Form 990
$754,792
Total Revenue per Audited Statements
$3,005,353
Total Revenue per Form 990
$2,294,059
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,397,293
Other Expenses$852,373
Total Fundraising Expense$143,501
Grants and Similar Amounts Paid$247
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$798,070$83,333$97,884$979,287
Current Officers, Directors, Trustees, and Key Employees$141,233$56,737$17,310$215,280
Depreciation Depletion$172,017$8,084-$180,101
Fees for Services Other$128,959$25,444$1,413$155,816
Payroll Taxes$80,026$8,356$9,815$98,197
Other Employee Benefits$72,870$7,458$8,761$89,089
Advertising$16,245$67,860-$84,105
Insurance$56,212$1,977-$58,189
Office Expenses$45,026$4,258$5,006$54,290
Fees for Services Accounting-$50,340-$50,340
Fees for Service Investment Mgmnt Fees-$43,498-$43,498
Occupancy$26,994--$26,994
All Other Expenses$19,852$5,407-$25,259
Travel$19,002$495-$19,497
Fees for Services Legal-$17,981-$17,981
Information Technology$14,032$1,418$1,666$17,116
Pension Plan Contributions$12,629$1,293$1,518$15,440
Conferences and Meetings$4,999$2,614-$7,613
Other Expenses$1,040$109$128$1,277
Grants to Domestic Individuals$247--$247
Total Functional Expenses$1,715,428$390,984$143,501$2,249,913

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,249,913
Expenses per Audited Statements$2,206,415
Total Expenses per Audited Statements$2,206,415
Expenses Not Reported on Financial Statements$43,498
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The draft 990 return is reviewed and approved by the finance committee of the board prior to being filed. At the board meeting following the finance committee meeting where the 990 was approved, all board members who request a copy will receive same.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is reviewed at annual board of directors' meeting. It is documented in the minutes.

Form 990, Part VI, Section B, Line 15

The personnel committee of the board receives and discusses the ceo recommendation for all salary increases. The ceo is reviewed by the president of the board and any change in compensation is approved by the personnell committee.

Form 990, Part VI, Section C, Line 19

Copy of form 990 can be obtained by email or regular mail upon request.

Filing and Contact Details

Filer

Filer Name
Ralston House
EIN
23-1387107
Phone
2153862984
Address
3615 CHESTNUT STREET, PHILADELPHIA, PA 19104
Doing Business As
Ralston Center

Signing Officer

Name
Lynette Killen
Title
Executive Director
Phone
2153862984
Signed
2018-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynette Killen
Formed
1934
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
12
Employees
125
Volunteers
204

Preparer

Firm
Tait Weller & Baker Llp
Address
1818 MARKET STREET SUITE 2400, PHILADELPHIA, PA 19103
Preparer
Stacy Cullen
Phone
2159798800
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Unrealized appreciation of beneficial interests in perpetual trusts 172,430.

Financial Statement Notes

PART X, LINE 2:

Ralston has reviewed their tax positions and has concluded that no liability for unrecognized tax benefits should be recorded related to uncertain tax positions taken on federal and state tax returns for the open tax years (2014 - 2016) or expected to be taken in the current year.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT, CEO JULY-DEC 2017
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt12CEO UNTIL JULY 2017
IRS990/Form990PartVIISectionAGrp/TitleTxt13TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01934
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0764109
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0247
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0247
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01884634
IRS990/GrossReceiptsAmt03414584
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt01666
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01418
IRS990/InformationTechnologyGrp/ProgramServicesAmt014032
IRS990/InformationTechnologyGrp/TotalAmt017116
IRS990/InsuranceGrp/ManagementAndGeneralAmt01977
IRS990/InsuranceGrp/ProgramServicesAmt056212
IRS990/InsuranceGrp/TotalAmt058189
IRS990/InvestmentIncomeGrp/ExclusionAmt0191628
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0191628
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt09784197
IRS990/InvestmentsPubTradedSecGrp/EOYAmt011009301
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05371035
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01563118
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01401461
IRS990/LandBldgEquipCostOrOtherBssAmt06772496
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01120525
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO IMPROVE THE HEALTH AND QUALITY OF LIFE FOR OLDER ADULTS IN PHILADELPHIA.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt013458256
IRS990/NetAssetsOrFundBalancesEOYAmt014429624
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0764109
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0764109
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0754792
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt026994
IRS990/OccupancyGrp/TotalAmt026994
IRS990/OfficeExpensesGrp/FundraisingAmt05006
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04258
IRS990/OfficeExpensesGrp/ProgramServicesAmt045026
IRS990/OfficeExpensesGrp/TotalAmt054290
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01892958
IRS990/OtherAssetsTotalGrp/EOYAmt02024499
IRS990/OtherChangesInNetAssetsAmt0172430
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt08761
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt07458
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt072870
IRS990/OtherEmployeeBenefitsGrp/TotalAmt089089
IRS990/OtherExpensesGrp/Desc0OPERATING EXPENSES
IRS990/OtherExpensesGrp/Desc1REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/Desc2RALSTON/MERCY DOUGLASS
IRS990/OtherExpensesGrp/Desc3DUES
IRS990/OtherExpensesGrp/FundraisingAmt0128
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02528
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11794
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2109
IRS990/OtherExpensesGrp/ProgramServicesAmt053275
IRS990/OtherExpensesGrp/ProgramServicesAmt144341
IRS990/OtherExpensesGrp/ProgramServicesAmt28359
IRS990/OtherExpensesGrp/ProgramServicesAmt31040
IRS990/OtherExpensesGrp/TotalAmt055803
IRS990/OtherExpensesGrp/TotalAmt146135
IRS990/OtherExpensesGrp/TotalAmt28359
IRS990/OtherExpensesGrp/TotalAmt31277
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt097884
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt083333
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0798070
IRS990/OtherSalariesAndWagesGrp/TotalAmt0979287
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt09815
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08356
IRS990/PayrollTaxesGrp/ProgramServicesAmt080026
IRS990/PayrollTaxesGrp/TotalAmt098197
IRS990/PensionPlanContributionsGrp/FundraisingAmt01518
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01293
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012629
IRS990/PensionPlanContributionsGrp/TotalAmt015440
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt02236440
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02408870
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt019553
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017035
IRS990/PrincipalOfficerNm0LYNETTE KILLEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1RENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2UCA PAYMENTS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0642525
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1431590
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt239927
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0642525
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1431590
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt239927
IRS990/ProgSrvcAccomActy2Grp/Desc0TO IMPROVE THE HEALTH AND QUALITY OF LIFE FOR OLDER ADULTS IN PHILADELPHIA. SOME OF THESE SERVICES INVOLVE RENTING SPACE TO OTHERS THAT PROVIDE SERVICES TO BENEFIT OLDER ADULTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0508888
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0247
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0431590
IRS990/ProgSrvcAccomActy3Grp/Desc0RALSTON MY WAY OFFERS SERVICES THAT ALLOW INDIVIDUALS 55+ TO LIVE INDEPENDENTLY IN THEIR COMMUNITIES. THESE SERVICES INCLUDE: HOME CARE, PERSONAL CARE, HANDYMAN REPAIRS, HOUSECLEANING, TRANSPORTATION, YARD WORK, ERRANDS, AND MUCH MORE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0988855
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0642525
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0310783
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03750
IRS990/PYInvestmentIncomeAmt0390493
IRS990/PYOtherExpensesAmt0814671
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01058809
IRS990/PYRevenuesLessExpensesAmt0-392593
IRS990/PYSalariesCompEmpBnftPaidAmt01334257
IRS990/PYTotalExpensesAmt02152678
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01760085
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt044146
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt039927
IRS990ScheduleA/FactsAndCircumstancesTestTxt0THE ORGANIZATION MEETS THE 10% FACTS AND CIRCUMSTANCES TEST FOR THE FOLLOWING REASONS: (1) IT HAS A PUBLIC SUPPORT PERCENTAGE IN EXCESS OF THE 10% OF SUPPORT LIMITATION; (2) IT ATTRACTS PUBLIC SUPPORT; (3) IT HAS A BROAD BASE OF SUPPORT SOURCES; (4) IT HAS A REPRESENTATIVE GOVERNING BODY, AND (5) IT MAKES ITS FACILITIES AVAILABLE TO THE PUBLIC AND HAS PUBLIC PARTICIPATION IN ITS PROGRAMS.10% OF SUPPORT LIMITATION: THE ORGANIZATION HAS A PUBLIC SUPPORT PERCENTAGE OF 30.49% FOR THE YEAR ENDED 12/31/17 BASED ON AGGREGATE FINANCIAL INFORMATION FOR THE YEARS ENDED 12/31/13 THROUGH 12/31/17. THIS AMOUNT IS IN EXCESS OF THE 10% REQUIRED BY REGULATION SECTION 1.170A-(9)(E)(3)(I). ATTRACTION OF PUBLIC SUPPORT: THE ORGANIZATION MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF FUNDS. IT HAS RECEIVED $310,783 FROM THE GENERAL PUBLIC IN 2017, $310,783 IN 2016, $226,698 IN 2015, $200,953 IN 2014 AND $153,135 IN 2013.SOURCES OF SUPPORT: THE ORGANIZATION RECEIVES SUPPORT FROM A WIDE VARIETY OF INDIVIDUALS AND INSTITUTIONS.REPRESENTATIVE GOVERNING BODY: A NUMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS PARTICIPATE BECAUSE OF THEIR EXPERTISE WITH RESPECT TO THE ELDERLY. AVAILABILITY OF FACILITIES TO PUBLIC AND PUBLIC PARTICIPATION IN PROGRAMS: THE ORGANIZATION'S OPERATION OF PROGRAMS FOR THE ELDERLY, IN COOPERATION WITH SPECIALISTS FROM THE UNIVERSITY OF PENNSYLVANIA AND THE PRESENCE ON ITS BOARD OF DIRECTORS OF INDIVIDUALS WITH EXPERTISE IN THE AREA OF THE ELDERLY CONSTITUTE PARTICIPATION BY MEMBERS OF THE PUBLIC WITH SPECIAL KNOWLEDGE OR EXPERTISE. IN ADDITION, THROUGHOUT ITS HISTORY, BEGINNING WITH ITS LONG HISTORY AS A PERSONAL CARE FACILITY, AND THEN THROUGH ITS PRESENTATION AND SUPPORT OF PROGRAMS DIRECTED AT THE ELDERLY, THE ORGANIZATION HAS PROVIDED SERVICES OF FACILITIES DIRECTLY FOR THE BENEFIT OF THE GENERAL PUBLIC. THROUGHOUT ITS HISTORY IT HAS MAINTAINED ITS FOCUS ON PROVIDING ASSISTANCE TO THE ELDERLY.
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0221243
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0310783
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0226698
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0200953
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0153135
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01112812
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0191628
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0191247
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0176746
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0183504
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0323309
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01066434
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04562060
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.30490
IRS990ScheduleA/PublicSupportPY170Pct00.29090
IRS990ScheduleA/PublicSupportTotal170Amt0664473
IRS990ScheduleA/SubstantialContributorsTotAmt0448339
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0221243
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0310783

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$60.3$1.25$59.1$4.58$4.65$0.07
2023Summary only. Only limited summary data is available for this year.$58.1$0.14$58.0$44.7$2.84$41.9
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.3$0.87$14.5$1.32$1.05$0.27
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$0.09$17.6$2.33$1.15$1.17
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$0.30$16.1$1.66$1.60$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.1$0.16$14.9$1.80$1.86$0.07
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.97$1.25$4.72$0.79$0.91$0.13
2017Detailed filing. Detailed filing data is available for this year.$14.6$0.18$14.4$2.29$2.25$0.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.6$0.15$13.5$1.76$2.15$0.39
2015Summary only. Only limited summary data is available for this year.$13.7$0.10$13.6$1.64$1.73$0.09
2014Detailed filing. Detailed filing data is available for this year.$14.4$0.09$14.3$1.99$1.60$0.40
2013Detailed filing. Detailed filing data is available for this year.$14.3$0.17$14.2$1.41$1.39$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.09$12.7$1.23
2011Summary only. Only limited summary data is available for this year.$12.0$0.07$11.9$1.06$1.14$0.07
Peer Organizations

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