2023-11-15T20:29:17-06:00 2022-12-31 232896692 BBD LLP 1835 MARKET STREET 3RD FLOOR PHILADELPHIA PA 19103 990 2022-01-01 232578800 CATHOLIC HOUSING CORPORATION OF BETHLEHEM 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 HOLY FAMILY APARTMENTS JOSEPH A SHADID 1200 SPRING ST BETHLEHEM PA 18018 650599 0 X WWW.HOLYFAMILYSL.ORG X 1989 PA TO PROVIDE LOW INCOME INDEPENDENT LIVING HOUSING UNDER THE HUD SECTION 8 PROGRAM. 11 11 0 11 0 0 0 0 610535 636983 130 121 10888 13495 621553 650599 0 0 0 0 111037 151368 0 0 0 530381 467353 641418 618721 -19865 31878 1425014 1331980 2098552 2052865 -673538 -720885 X CATHOLIC HOUSING CORPORATION OF BETHLEHEM IS COMMITTED TO PROVIDING THE BEST POSSIBLE LOW INCOME INDEPENDENT LIVING HOUSING UNDER THE HUD SECTION 8 PROGRAM IN ORDER TO PROVIDE EXCEPTIONAL PHYSICAL, EMOTIONAL, SOCIAL, AND SPIRITUAL CARE TO THE ELDERLY. CONTINUED ON SCH. O.THE ORGANIZATION IS ALSO COMMITTED TO MEETING THE NEEDS OF THE ELDERLY WITH RESPECT, DIGNITY, AND COMPASSION. 0 0 463515 636983 CATHOLIC HOUSING CORPORATION OF BETHLEHEM OPERATES A SECTION 8, LOW INCOME, ELDERLY HOUSING PROJECT LOCATED IN BETHLEHEM, PENNSYLVANIA. THERE ARE 37 ONE BEDROOM AND 13 EFFICIENCY APARTMENTS.THE ORGANIZATION MAINTAINS HIGH RESIDENT SATISFACTION AS MEASURED BYHIGH OCCUPANCY AND LOW TURNOVER; SUPPORTS "AGING IN PLACE" WITHPROGRAMS TO HELP SENIORS REMAIN INDEPENDENT AS LONG AS POSSIBLE;IMPROVES OPERATIONS WITH TRAINING OF ALL MANAGEMENT STAFF IN FAIRHOUSING CERTIFICATION; STRENGTHENS QUALITY OF LIFE PROGRAMS WITHINCREASED OUTREACH TO COMMUNITY ORGANIZATIONS;CONTINUED ON SCHEDULE O.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. 463515 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 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 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 REVENUE 531110 636983 636983 636983 121 121 SERVICE COORD. REV. 900099 10244 10244 LAUNDRY & VENDING REV. 900099 3221 3221 TENANT CHARGES 900099 30 30 13495 650599 636983 0 13616 X 117362 50271 67091 26500 11351 15149 7506 3215 4291 35550 35550 73618 55106 18512 289 289 18386 6278 12108 118056 117912 144 84112 84112 115013 115013 17012 17012 REPAIRS & MAINTENANCE 2956 2956 ADMINISTRATIVE EXPENSES 2361 2361 618721 463515 155206 0 100 100 97689 113990 6797 13190 1042 1437 3097552 2271363 880222 826189 439164 377074 1425014 1331980 120818 134054 1114 4262 1960007 1897576 16613 16973 2098552 2052865 X -673538 -720885 -673538 -720885 1425014 1331980 X 31878 -79225 X X 0 1 X 1 1 1 X 579490 589468 603112 610535 636983 3019588 579490 589468 603112 610535 636983 3019588 0 0 0 3019588 176 218 176 130 121 821 176 218 176 130 121 821 24066 17985 16671 10888 13495 83105 603732 607671 619959 621553 650599 3103514 0.97300 0.97080 0.00030 0.00030 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LAUNDRY AND VENDING - 2018 AMOUNT: $ 2,060. 2019 AMOUNT: $ 1,870. 2020 AMOUNT: $ 3,340. 2021 AMOUNT: $ 1,213. 2022 AMOUNT: $ 3,221. TENANT CHARGES - 2018 AMOUNT: $ 5. 2020 AMOUNT: $ 50. 2022 AMOUNT: $ 30. SERVICE COORDINATOR REVENUE - 2018 AMOUNT: $ 22,001. 2019 AMOUNT: $ 16,115. 2020 AMOUNT: $ 13,281. 2021 AMOUNT: $ 9,675. 2022 AMOUNT: $ 10,244. 2552582 1949443 603139 330291 162038 168253 214679 159882 54797 826189 TENANT SECURITY DEPOSITS 32359 OTHER RESERVES 344715 377074 TENANT SECURITY DEPOSITS 16973 16973 X 650599 0 650599 0 650599 697946 79225 79225 618721 0 618721 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 79,225. 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 IRS INSTRUCTIONS, EMPLOYEES LISTED ON PART V LINE 2, ARE THOSE WHO ARE EMPLOYEES OF THIS ORGANIZATION. THE CATHOLIC HOUSING CORPORATION OF BETHLEHEM DOES NOT, HOWEVER, REPORT THESE EMPLOYEES ON A SEPARATE W-3 UNDER ITS OWN EIN. 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 A, LINE 6 THE MEMBERS OF CATHOLIC HOUSING CORPORATION OF BETHLEHEM 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 BETHLEHEM (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 CODE 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 BETHLEHEM. 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 B, LINE 12C CATHOLIC HOUSING CORPORATION OF BETHLEHEM 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 BETHLEHEM 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 36,137. MANAGEMENT AND GENERAL EXPENSES 18,512. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 54,649. SECURITY: PROGRAM SERVICE EXPENSES 377. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 377. SERVICE COORDINATOR: PROGRAM SERVICE EXPENSES 18,592. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,592. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSE -79,225. 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 ALLENTOWN 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 260217222 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 232325706 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 SCHUYKILL COUNTY 777 WATER STREET POTTSVILLE PA 17901 232206439 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 HOLY FAMILY SENIOR LIVING P 237622 COST THE DIOCESE OF ALLENTOWN P 5369 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: 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 SCHUYKILL COUNTY 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