2023-11-15T20:33:25-06:00 2022-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2022-01-01 232206439 CATHOLIC HOUSING CORP OF SCHUYLKILL COUNTY C/O HOLY FAMILY SENIOR LIVING CATH 6108656245 1200 SPRING ST BETHLEHEM PA 18018 JOSEPH A SHADID CHIEF EXECUTIVE OFFICER 6108656245 2023-11-15 1 JOSEPH SHADID 999009999 0 JENNIFER SOLOT P00749373 2155677770 2023-11-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z QUEEN OF PEACE APARTMENTS JOSEPH A SHADID 1200 SPRING ST BETHLEHEM PA 18018 676760 0 X WWW.HOLYFAMILYSL.ORG X 1981 PA TO PROVIDE LOW INCOME INDEPENDENT LIVING HOUSING UNDER THE HUD SECTION 8 PROGRAM. 11 11 0 11 0 0 0 0 620231 633550 277 77 19867 43133 640375 676760 0 0 0 0 103265 122696 0 0 0 524402 548391 627667 671087 12708 5673 1844420 1755565 3626080 3576858 -1781660 -1821293 X CATHOLIC HOUSING CORPORATION OF SCHUYLKILL COUNTY IS COMMITTED TO PROVIDING THE BEST POSSIBLE LOW INCOME INDEPENDENT LIVING HOUSING UNDER THE HUD SECTION 8 PROGRAM IN ORDER TO PROVIDE EXCEPTIONALCONTINUED ON SCHEDULE O.PHYSICAL, EMOTIONAL, SOCIAL, AND SPIRITUAL CARE TO THE ELDERLY. THE ORGANIZATION IS ALSO COMMITTED TO MEETING THE NEEDS OF THE ELDERLY WITH RESPECT, DIGNITY, AND COMPASSION. 0 0 535850 633550 CATHOLIC HOUSING CORPORATION OF SCHUYLKILL COUNTY OPERATES A SECTION 8, LOW INCOME, ELDERLY HOUSING PROJECT IN POTTSVILLE, PENNSYLVANIA. THERE ARE 24 ONE BEDROOM, 17 LARGE ONE BEDROOM, AND 7 EFFICIENCY APARTMENTS.THE ORGANIZATION MAINTAINS HIGH RESIDENT SATISFACTION AS MEASURED BY HIGH OCCUPANCY AND LOW TURNOVER; SUPPORTS "AGING IN PLACE" WITH PROGRAMS TO HELP SENIORS REMAIN INDEPENDENT AS LONG AS POSSIBLE;IMPROVES OPERATIONS WITH TRAINING OF ALL MANAGEMENT STAFF IN FAIR HOUSING CERTIFICATION; STRENGTHENS QUALITY OF LIFE PROGRAMS WITH INCREASED OUTREACH TO COMMUNITY ORGANIZATIONS; IMPROVES FOOD SECURITY FOR RESIDENTS BY PARTNERING EACH OF THE EIGHT COMMUNITIES WITH ACCESS TO FOOD BANKS AND DEVELOPS A STRATEGY TO MEET THE GROWING NEED FOR AFFORDABLE HOUSING FOR SENIORS WITH LIMITED INCOME. 535850 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 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 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X FRANK UNGER CONTROLLER 6108656245 1200 SPRING STREET BETHLEHEM PA 18018 JOHN MORAHAN CHAIRPERSON 1.00 7.00 X X 0 0 0 BARBARA COFFIN VICE CHAIRPERSON 1.00 7.00 X X 0 0 0 JOHN LYNCH TREASURER 1.00 7.00 X X 0 0 0 PAMELA RUSSO SECRETARY 1.00 7.00 X X 0 0 0 REV RAYMOND C HITTINGER DIRECTOR 1.00 7.00 X 0 0 0 EVELYN CARFAGNO DIRECTOR 1.00 7.00 X 0 0 0 MSGR EDWARD COYLE DIRECTOR 1.00 7.00 X 0 0 0 AMY M DEPUY MD DIRECTOR 1.00 7.00 X 0 0 0 FATHER ALLEN HOFFA DIRECTOR 1.00 7.00 X 0 0 0 JUDY STANCZAK DIRECTOR 1.00 7.00 X 0 0 0 DR CARMINE PELLOSIE DIRECTOR 1.00 7.00 X 0 0 0 JOSEPH A SHADID CHIEF EXECUTIVE OFFICER 1.00 36.50 X 0 147135 38647 FRANK SMITH TIL 722 CHIEF FINANCIAL OFFICER 1.00 36.50 X 0 65039 6867 MICHAEL HENEGHAN FROM 1222 CHIEF FINANCIAL OFFICER 1.00 36.50 X 0 7212 0 0 219386 45514 0 0 1 0 0 RENTAL INCOME PROPERTY 531110 633550 633550 633550 77 77 SERVICE COORD. REV. 900099 26381 26381 HAP AGREEMENT EXPENSE 900099 13432 13432 LAUNDRY & VENDING REV 900099 3021 3021 299 299 43133 676760 633550 0 43210 X 81449 41046 40403 35774 18028 17746 5473 2758 2715 34128 34128 94643 76585 18058 877 877 34542 17325 17217 65165 64991 174 351 351 108687 108687 162806 162806 26487 26487 REPAIRS & MAINTENANCE 16280 16280 ADMINISTRATIVE EXPENSES 3568 3568 MISCELLANEOUS EXPENSES 857 857 671087 535850 135237 0 527 100 48962 2443 1840 1446 1357 5122053 4111582 1097053 1010471 693989 741797 1844420 1755565 110133 139317 99 755 3502991 3421783 12857 15003 3626080 3576858 X -1781660 -1821293 -1781660 -1821293 1844420 1755565 X 5673 -45306 X X 0 1 X 1 1 1 X 616252 609052 623444 620231 633550 3102529 616252 609052 623444 620231 633550 3102529 0 0 0 3102529 227 274 222 277 77 1077 227 274 222 277 77 1077 15412 11856 23894 19867 43133 114162 631891 621182 647560 640375 676760 3217768 0.96420 0.97120 0.00030 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: TENANT CHARGES - 2018 AMOUNT: $ 928. 2019 AMOUNT: $ 2,915. 2020 AMOUNT: $ 409. 2021 AMOUNT: $ 50. 2022 AMOUNT: $ 299. LAUNDRY VENDING REVENUE - 2018 AMOUNT: $ 2,402. 2019 AMOUNT: $ 4,085. 2020 AMOUNT: $ 3,416. 2021 AMOUNT: $ 1,498. 2022 AMOUNT: $ 3,021. SERVICE COORDINATOR REVENUE - 2018 AMOUNT: $ 12,082. 2019 AMOUNT: $ 4,856. 2020 AMOUNT: $ 20,069. 2021 AMOUNT: $ 18,319. 2022 AMOUNT: $ 26,381. HAP AGREEMENT EXPENSE RECOVERY - 2022 AMOUNT: $ 13,432. 56757 56757 4570308 3740836 829472 366307 318150 48157 128681 52596 76085 1010471 TENANT DEPOSITS HELD IN TRUST 40424 OTHER RESERVES 701373 741797 TENANT SECURITY DEPOSITS 15003 15003 X 676760 0 676760 0 676760 716393 45306 45306 671087 0 671087 PART X, LINE 2: GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED BY GAAP. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 45,306. 0 0 0 0 0 0 0 0 0 JOSEPH A SHADID CHIEF EXECUTIVE OFFICER 0 147135 0 0 0 0 0 7800 0 30847 0 185782 0 0 FORM 990, PART V, LINE 2: THE FILING ENTITY IS AN AFFILIATE IN A GROUP OF WHICH HOLY FAMILY SENIOR LIVING ("HFSL") IS CONSIDERED A COMMON PAY AGENT FOR W-2 REPORTING. HFSL REPORTS ALL EMPLOYEES ON ITS FORM W-3, HOWEVER EACH AFFILIATE HAS EMPLOYEES ALLOCATED TO THAT ENTITY. PER ITS INSTRUCTIONS, EMPLOYEES LISTED ON PART V LINE 2, ARE THOSE WHO ARE EMPLOYEES OF THIS ORGANIZATION. THE CATHOLIC SENIOR HOUSING CORPORATION OF SCHUYLKILL COUNTY DOES NOT, HOWEVER, REPORT THESE EMPLOYEES ON A SEPARATE W-3 UNDER ITS OWN EIN. FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF CATHOLIC HOUSING CORPORATION OF SCHUYLKILL COUNTY SHALL BE THE BISHOP OF THE DIOCESE OF ALLENTOWN, THE VICAR GENERAL, AND THE SECRETARY FOR CLERGY. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS HAVE THE RIGHT TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS OF THE CORPORATION AND TO REMOVE THE MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS FOR ANY REASON OR FOR NO REASON. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING POWERS ARE RESERVED EXCLUSIVELY TO THE MEMBERS OF CATHOLIC HOUSING CORPORATION OF SCHUYLKILL COUNTY (THE CORPORATION), AND NO EXERCISE OR ATTEMPTED EXERCISE OF ANY SUCH POWERS BY ANYONE OTHER THAN THE MEMBERS SHALL BE VALID OR OF ANY FORCE OR EFFECT WHATSOEVER: (1) TO DETERMINE THE POLICIES OF THE CORPORATION AS THEY RELATE TO ITS MISSION; (2) TO AMEND, REVISE, OR OTHERWISE MODIFY THE BYLAWS AND ARTICLES OF INCORPORATION OF THE CORPORATION; (3) TO PURCHASE, SELL, LEASE, MORTGAGE, TRANSFER, AND/OR ENCUMBER ALL BUILDINGS AND REAL ESTATE IN WHICH THE CORPORATION HAS EQUITABLE OR LEGAL TITLE; (4) TO CONSOLIDATE, AFFILIATE, MERGE, LIQUIDATE, OR DISSOLVE THE CORPORATION AND IN THE EVENT OF LIQUIDATION OR DISSOLUTION, TO DISTRIBUTE THE ASSETS REMAINING AFTER ALL DEBTS AND EXPENSES HAVE BEEN PAID OR PROVIDED FOR, TO ONE OR MORE ORGANIZATIONS QUALIFYING FOR THE EXEMPTION AFFORDED BY SECTION 501(C)(3) OF THE INTERNAL REVENUE OF THE MEMBERS SHALL DETERMINE; (5) TO BORROW AND/OR LEND MONEY; (6) TO APPOINT THE MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS OF THE CORPORATION AND TO REMOVE THE MEMBERS OF THE BOARD OF DIRECTORS AND OFFICERS FOR ANY REASON OR FOR NO REASON; (7) TO APPOINT THE NURSING HOME ADMINISTRATOR FOR HOLY FAMILY MANOR AND TO REMOVE THE NURSING HOME ADMINISTRATOR FOR HOLY FAMILY MANOR FOR ANY REASON OR FOR NO REASON; AND (8) IN THE EVENT OF A DISPUTE, LITIGATION, AND/OR ARBITRATION CONCERNING THE INTERPRETATION OF THE BYLAWS, THE ARTICLES OF INCORPORATION, OR THE MANAGEMENT AND/OR GOVERNANCE OF THE CORPORATION, THE SOLE AND EXCLUSIVE AUTHORITY TO INTERPRET, RESOLVE, DECIDE, AND/OR SETTLE THE SAME SHALL BE VESTED IN THE MEMBERS OF CATHOLIC HOUSING CORPORATION OF SCHUYLKILL COUNTY. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FORM 990 WILL BE REVIEWED ON A VERY DETAILED BASIS BY THE CEO/CFO. THE FINANCE COMMITTEE WILL PRESENT TO THE BOARD AND RECOMMEND APPROVAL. FORM 990, PART VI, SECTION A, LINE:1 THE BOARD OF DIRECTORS OF HFSL HAVE VOTING RIGHTS ON MATTERS THAT COME BEFORE THE GOVERNING BODY. HOWEVER, THE THREE MEMBERS OF HFSL HAVE THE FINAL DETERMINATION OF THE VOTE. THE THREE MEMBERS OF THE ORGANIZATION INCLUDE THE BISHOP OF THE DIOCESE OF ALLENTOWN, THE VICAR GENERAL, AND THE SECRETARY FOR CLERGY. THE BOARD OF DIRECTORS OF HFSL ARE SUBJECT TO THE POWERS RESERVED BY THE THREE MEMBERS EVEN THOUGH EACH MEMBER ON THE BOARD OF DIRECTORS HAS THE ABILITY TO VOTE. FORM 990, PART VI, SECTION B, LINE 12C CATHOLIC HOUSING CORPORATION OF SCHUYLKILL COUNTY ANNUALLY REQUIRES ITS BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES TO COMPLETE A CONFLICTS OF INTEREST FORM. FORMS ARE REVIEWED BY THE ADMINISTRATIVE SECRETARY FOR ANY POTENTIAL CONFLICTS. DURING BOARD MEETINGS, IF AN INTERESTED PARTY HAS A CONFLICT, HE/SHE RECUSES THEMSELVES FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 CATHOLIC HOUSING CORPORATION OF SCHUYLKILL COUNTY HAS A COMPENSATION COMMITTEE THAT MEETS REGULARLY TO DELIBERATE AND DECIDE THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. THE COMPENSATION COMMITTEE SETS A TOTAL POOL OF FUNDS TO BE USED FOR SALARY ADJUSTMENTS FOR THE ORGANIZATION. THE CEO IMPLEMENTS A PROCESS TO AWARD SALARY ADJUSTMENTS THROUGHOUT THE ORGANIZATION. THE ORGANIZATION UTILIZES THE LEADING AGE SALARY SURVEY FOR EVALUATING COMPENSATION TO ENSURE SALARIES DO NOT EXCEED FAIR MARKET VALUE. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST, AS WELL AS THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY. FORM 990, PART IX, LINE 11G OTHER CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 47,152. MANAGEMENT AND GENERAL EXPENSES 18,058. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,210. SECURITY: PROGRAM SERVICE EXPENSES 13,651. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,651. SERVICE COORDINATOR: PROGRAM SERVICE EXPENSES 15,782. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,782. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -45,306. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. HOLY FAMILY SENIOR LIVING 1200 SPRING STREET BETHLEHEM PA 18018 231610270 PROVIDE ELDERLY CARE PA 501(C)(3) LINE 10 N/A 0 THE DIOCESE OF ALLENTOWN PO BOX F EASTON PA 18105 231598116 RELIGIOUS ORGANIZATION PA 501(C)(3) LINE 1 N/A 0 CATHOLIC HOUSING CORPORATION OF LANSFORD 30 E BERTSCH STREET LANSFORD PA 18218 232421477 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 0 CATHOLIC HOUSING CORPORATION OF NORTHERN BERKS 1318 SPRING STREET BETHLEHEM PA 18018 222467028 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 0 CATHOLIC HOUSING CORPORATION OF BETHLEHEM 330-338 13TH AVENUE BETHLEHEM PA 18018 232578800 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 0 THE ANTONIAN LTD 2405 HILLSIDE AVENUE EASTON PA 18042 232097233 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 0 CATHOLIC HOUSING CORPORATION OF NEW PHILADELPHIA 100 VALLEY STREET NEW PHILADELPHIA PA 17959 232421477 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 0 CATHOLIC HOUSING CORPORATION OF ST CLAIR 25 N NICHOLS STREET ST CLAIR PA 17970 222467028 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 0 CATHOLIC HOUSING CORPORATION OF MT PENN 1318 SPRING STREET BETHLEHEM PA 18018 264498990 LOW INCOME HOUSING FOR THE ELDERLY PA 501(C)(3) LINE 10 HOLY FAMILY SENIOR LIVING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 THE DIOCESE OF ALLENTOWN P 4679 COST HOLY FAMILY SENIOR LIVING P 192019 COST PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: CATHOLIC HOUSING CORPORATION OF LANSFORD DIRECT CONTROLLING ENTITY: HOLY FAMILY SENIOR LIVING NAME OF RELATED ORGANIZATION: CATHOLIC HOUSING CORPORATION OF NORTHERN BERKS DIRECT CONTROLLING ENTITY: HOLY FAMILY SENIOR LIVING NAME OF RELATED ORGANIZATION: CATHOLIC HOUSING CORPORATION OF BETHLEHEM DIRECT CONTROLLING ENTITY: HOLY FAMILY SENIOR LIVING NAME OF RELATED ORGANIZATION: THE ANTONIAN, LTD DIRECT CONTROLLING ENTITY: HOLY FAMILY SENIOR LIVING NAME OF RELATED ORGANIZATION: CATHOLIC HOUSING CORPORATION OF NEW PHILADELPHIA DIRECT CONTROLLING ENTITY: HOLY FAMILY SENIOR LIVING NAME OF RELATED ORGANIZATION: CATHOLIC HOUSING CORPORATION OF ST. CLAIR DIRECT CONTROLLING ENTITY: HOLY FAMILY SENIOR LIVING NAME OF RELATED ORGANIZATION: CATHOLIC HOUSING CORPORATION OF MT. PENN DIRECT CONTROLLING ENTITY: HOLY FAMILY SENIOR LIVING