Mainstay Life Services in Pittsburgh, Pennsylvania (PA)

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Mainstay Life Services
Employer Identification Number (EIN)251215557
Name of OrganizationMainstay Life Services
Address200 Roessler Rd, Pittsburgh, PA 15220-1037
ActivitiesAid to the handicapped (see also 031)
SubsectionCharitable Organization
Ruling Date03/1999
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period06/2014
Assets$10,000,000 to $49,999,999
Income$10,000,000 to $49,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$10,534,333
Amount of Income$12,819,433
Form 990 Revenue Amount$12,765,133
National Taxonomy of Exempt Entities (NTEE)Housing, Shelter: Housing Development, Construction, Management


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Amount of income in 2014: $12,819,433
Mainstay Life Services: 

 $12,819,433
Other organizations performing similar types of work: 

 $914,408

Assets in 2014: $10,534,333
Mainstay Life Services: 

 $10,534,333
Other organizations performing similar types of work: 

 $2,572,607

Expenses in 2013: $13,109,870
Mainstay Life Services: 

 $13,109,870
Other organizations performing similar types of work: 

 $776,462

Income to expenses ratio in 2013: 1.0
Mainstay Life Services: 

 1.0
Other organizations performing similar types of work: 

 1.0

Expenses allocated to program services in 2007: 86.1%
Mainstay Life Services: 

 86.1%
Other organizations performing similar types of work: 

 90.8%

Number of employees in 2013: 427
Mainstay Life Services: 

 427
Other organizations performing similar types of work: 

 2

Employees paid over $100,000 in 2013: 0.2%
This organization: 

 0.2%
Other organizations performing similar types of work: 

 0.0%

Grants share in income in 2013: 89.0%
Mainstay Life Services: 

 89.0%
Other organizations performing similar types of work: 

 0.3%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

Support schedule

Checklist
20122013
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?YesYes
Is the organization required to complete Schedule B, Schedule of Contributors?YesYes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?NoNo
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?NoNo
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?NoNo
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?NoNo
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?NoNo
Did the organization maintain collections of works of art, historical treasures, or other similar assets?NoNo
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?YesYes
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?NoNo
Did the organization report an amount for land, buildings, and equipment?YesYes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?NoNo
Did the organization report an amount for investments-program related that is 5% or more of its total assets?NoNo
Did the organization report an amount for other assets that is 5% or more of its total assets?NoNo
Did the organization report an amount for other liabilities?YesYes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?NoNo
Did the organization obtain separate, independent audited financial statements for the tax year?YesYes
Was the organization included in consolidated, independent audited financial statements for the tax year?NoNo
Is the organization a school described in section 170(b)(1)(A)(ii)?NoNo
Did the organization maintain an office, employees, or agents outside of the United States?NoNo
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?NoNo
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?NoNo
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?NoNo
Did the organization report more than $15,000 total of fundraising event gross income and contributions?YesYes
Did the organization report more than $15,000 of gross income from gaming activities?NoNo
Did the organization operate one or more hospital facilities?NoNo
Did the organization attach a copy of its audited financial statements?NoNo
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?NoNo
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?NoNo
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?NoNo
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?NoNo
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?NoNo
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?NoNo
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?NoNo
Did the organization engage in an excess benefit transaction with a disqualified person during the year?NoNo
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?NoNo
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?NoNo
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?NoNo
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?NoNo
A family member of a current or former officer, director, trustee, or key employee?NoNo
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?NoNo
Did the organization receive more than $25,000 in non-cash contributions?NoNo
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?NoNo
Did the organization liquidate, terminate, or dissolve and cease operations?NoNo
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?NoNo
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?NoNo
Was the organization related to any tax-exempt or taxable entity?NoNo
Did the organization have a controlled entity within the meaning of section 512(b)(13)?NoNo
Did the organization make any transfers to an exempt non-charitable related organization?NoNo
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?NoNo
Statements Regarding Other IRS Filings and Tax Compliance
201120122013
The number reported in Box 3 of Form 10961519
The number of Forms W-2G00
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?NoYes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return391427
Did the organization file all required federal employment tax returns?YesYes
Did the organization have unrelated business gross income of $1,000 or more during the year?NoNoNo
Has it filed a Form 990-T for this year?NoNo
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?NoNo
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?NoNo
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?NoNo
Did the organization file Form 8886-T?NoNo
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?NoNo
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?NoNo
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?YesYes
Did the organization notify the donor of the value of the goods or services provided?YesYes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?NoNo
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?NoNo
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?NoNo
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?NoNo
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?NoNo
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?NoNo
Did the sponsoring organization make any taxable distributions under section 4966?NoNo
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?NoNo
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities $0$0$0
Gross income from members or shareholders$0$0$0
Gross income from other sources$0$0$0
Is the organization filing Form 990 in lieu of Form 1041?NoNo
The amount of tax-exempt interest received or accrued during the year$0$0
Is the organization licensed to issue qualified health plans in more than one state?NoNo
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans$0$0
The amount of reserves on hand$0$0
Did the organization receive any payments for indoor tanning services during the tax year?NoNo
Has it filed a Form 720 to report these payments?NoNo
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
20122013
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization$188,875$191,886
Total reportable compensation from related organizations$0$0
Total estimated amount of other compensation from the organization and related organizations$23,474$33,730
Total number of individuals who received more than $100,000 of reportable compensation from the organization11
Total number of independent contractors who received more than $100,000 of compensation from the organization10
Statement of Revenue
201120122013
Total revenue$12,917,286$12,297,443$13,069,261
Contributions, Gifts, Grants and Other Similar Amounts$11,587,551$11,100,906$11,633,088
Program Service Revenue$902,337$910,883$865,085
Lessors of Residential Buildings and Dwellings $861,477$820,263
Dance Companies $30,852$22,597
900099$18,554$22,225
All other program service revenue$0$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$146,539$104,851$92,867
Income from investment of tax-exempt bond proceeds$0$0$0
Royalties$0$0$0
Net rental income$17,714$18,458$11,366
Gross rents (Real / Personal)$17,714 / $0$18,458 / $0$11,366 / $0
Less: rental expenses (Real / Personal)$0 / $0$0 / $0$0 / $0
Rental income or (loss) (Real / Personal)$17,714 / $0$18,458 / $0$11,366 / $0
Net gain/loss from sales of assets other than inventory$0$0$441,097
Gross amount from sales of assets other than inventory (Securities / Other)$0 / $0$0 / $0$0 / $734,685
Less: cost or other basis and sales expenses (Securities / Other)$0 / $0$0 / $0$0 / $293,588
Gain or (loss) (Securities / Other)$0 / $0$0 / $0$0 / $441,097
Net income/loss from fundraising events$34,186$21,585$23,668
Gross income from fundraising events$48,279$32,685$34,334
Less: direct expenses$14,093$11,100$10,666
Net income/loss from gaming activities$0$0$0
Net income/loss from sales of inventory$0$0$0
Miscellaneous Revenue$228,959$140,760$2,090
900099$140,760$2,090
All other revenue$0$0
Statement of Functional Expenses
201120122013
Total functional expenses$12,696,674$12,200,107$13,109,870
Grants and other assistance to domestic organizations and domestic governments$0$0
Grants and other assistance to domestic individuals$0$0
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals$0$0
Benefits paid to or for members$0$0
Compensation of current officers, directors, trustees, and key employees$195,588$201,478$232,844
Compensation not included above, to disqualified persons$0$0
Other salaries and wages$7,160,985$7,061,609$7,544,725
Pension plan accruals and contributions$221,738$141,078
Other employee benefits$1,111,118$1,168,713
Payroll taxes$577,652$778,779$782,287
Fees for services (non-employees)
Management$0$0
Legal$19,468$15,528
Accounting$26,352$27,110
Lobbying$0$0
Professional fundraising services$0$0$0
Investment management fees$0$0
Other$27,504$50,622
Advertising and promotion$52,762$56,827
Office expenses$204,998$246,302
Information technology$32,880$38,869
Royalties$0$0
Occupancy$855,864$980,871
Travel$398,984$479,961
Payments of travel or entertainment expenses for any federal, state, or local public officials$0$0
Conferences, conventions, and meetings$0$279
Interest$114,748$133,603
Payments to affiliates$0$0
Depreciation, depletion, and amortization$403,150$462,196
Insurance$80,875$88,504
Other expenses$361,816$333,812
Other expenses$99,305$122,316
Other expenses$47,970$116,454
Other expenses$45,431$86,969
Balance Sheet
201120122013
Total assets$10,979,117$10,382,640$10,502,307
Cash - non-interest-bearing$0$0
Savings and temporary cash investments$2,915,271$3,109,131
Pledges and grants receivable, net$0$0
Accounts receivable, net$1,502,182$1,680,271
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees$0$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations$0$0
Notes and loans receivable, net$0$0
Inventories for sale or use$0$0
Prepaid expenses and deferred charges$233,774$183,294
Land, buildings, and equipment: cost or other basis$5,728,755$5,526,854
Investments - publicly traded securities$0$0
Investments - other securities$0$0
Investments - program-related$0$0
Intangible assets$0$0
Other assets$2,658$2,757
Total liabilities$4,671,713$4,086,881$4,081,849
Accounts payable and accrued expenses$1,345,427$1,184,749
Grants payable$0$0
Deferred revenue$14,696$12,973
Tax-exempt bond liabilities$700,000$600,000$1,034,520
Escrow or custodial account liability$521,017$681,695
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons$0$0
Secured mortgages and notes payable to unrelated third parties$1,029,794$987,411$1,012,190
Unsecured notes and loans payable to unrelated third parties$0$550,000$95,000
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)$68,330$60,722
Total net assets or fund balances$6,307,404$6,295,759$6,420,458
Unrestricted net assets$6,098,957$6,173,635
Temporarily restricted net assets$196,802$246,823
Permanently restricted net assets$0$0
Capital stock or trust principal, or current funds$0$0
Paid-in or capital surplus, or land, building, or equipment fund$0$0
Retained earnings, endowment, accumulated income, or other funds$0$0$0
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$56,356,902
Subtotal Support$56,356,902
Gifts, grants, contributions, and membership fees received$56,356,902
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$0
Total Support$57,540,761
Public Support$56,356,902
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$597,815
Net income from unrelated business activities, whether or not the business is regularly carried on$-6,755
Other income. Do not include gain or loss from the sale of capital assets$592,799
Gross receipts from related activities, etc.$4,530,353
Revenue, Expenses, and Changes in Net Assets or Fund Balances
20002001200220032004200520062007
Total revenue$8,690,746$9,168,268$9,495,045$10,132,536$9,998,366$9,894,000$10,742,652$10,845,217
Contributions, gifts, grants, and similar amounts received$135,435$111,878$131,521$182,056$151,028$155,246$155,548$194,621
Contributions to donor advised funds$0$0
Direct public support$135,435$111,878$131,521$182,056$151,028$155,246$155,548$184,477
Indirect public support$0$0$0$0$0$0$0$10,144
Government contributions (grants)$0$0$0$0$0$0$0$0
Program service revenue including government fees and contracts$8,439,631$8,974,655$9,329,141$9,815,843$9,677,974$9,510,458$10,327,891$10,586,023
Membership dues and assessments$0$0$0$0$0$0$0$0
Interest on savings and temporary cash investments$70,810$24,079$11,323$10,767$25,907$43,389$191,649$-13,923
Dividends and interest from securities$0$0$0$0$0$0$0$0
Net rental income or (loss)$35,702$34,752$22,916$23,738$18,675$18,220$34,257$19,621
Gross rents$35,702$34,752$22,916$23,738$18,675$18,220$34,257$30,400
Less: rental expenses$0$0$0$0$0$0$0$10,779
Other investment income$0$0$0$0$0$0$0$0
Gain or (loss) from sales of assets other than inventory$0$0$0$0$0$0$0$0
Gross amount from sales of assets other than inventory$0$0$0$0$0$0$0$0
Less: cost or other basis and sales expenses$0$0$0$0$0$0$0$0
Net income or (loss) from special events and activities$0$0$0$47,397$40,297$26,044$22,369$46,438
Gross revenue$0$0$0$66,162$58,583$38,666$31,343$65,732
Less: direct expenses other than fundraising expenses$0$0$0$18,765$18,286$12,622$8,974$19,294
Gross profit or (loss) from sales of inventory$0$0$0$0$0$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0$0$0$0$0$0
Less: cost of goods sold$0$0$0$0$0$0$0$0
Other revenue$9,168$22,904$144$52,735$84,485$140,643$10,938$12,437
Total expenses$8,537,544$9,014,940$9,124,555$9,557,079$9,971,656$10,048,954$10,242,752$10,985,749
Program services$7,481,923$7,791,684$7,864,663$8,314,213$8,655,400$8,585,571$8,823,722$9,464,200
Management and general$1,055,042$1,178,494$1,238,767$1,241,350$1,298,715$1,463,183$1,415,503$1,521,385
Fundraising$579$44,762$21,125$1,516$17,541$200$3,527$164
Payments to affiliates$0$0$0$0$0$0$0$0
Net assets or fund balances at end of year$2,988,017$3,196,119$3,752,086$4,415,045$4,592,534$3,744,146$4,980,410$5,053,994
Excess or (deficit) for the year$153,202$153,328$370,490$575,457$26,710$-154,954$499,900$-140,532
Net assets or fund balances at beginning of year$2,767,656$2,988,017$3,196,119$3,752,086$4,415,045$4,592,534$3,744,146$4,980,410
Other changes in net assets or fund balances$67,159$54,774$185,477$87,502$150,779$-693,434$736,364$214,116
Statement of Functional Expenses (for 2007)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$10,985,749$9,464,200$1,521,385$164
Grants paid from donor advised funds$0
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$0
Compensation of current officers, directors, key employees, etc.$86,814$78,132$8,682$0
Compensation of former officers, directors, key employees, etc.$0$0$0$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0$0$0
Salaries and wages of employees not included above$6,213,756$5,445,435$768,321$0
Pension plan contributions not included above$147,733$135,058$12,675$0
Employee benefits not included above$1,026,315$877,383$148,932$0
Payroll taxes$463,480$407,099$56,381$0
Professional fundraising fees$0$0$0$0
Accounting fees$53,026$0$53,026$0
Legal fees$10,231$1,598$8,633$0
Supplies$59,821$12,530$47,291$0
Telephone$21,451$-13,109$34,560$0
Postage and shipping$0$0$0$0
Occupancy$1,163,850$1,124,116$39,734$0
Equipment rental and maintenance$441,540$422,594$18,946$0
Printing and publications$0$0$0$0
Travel$201,037$197,380$3,657$0
Conferences, conventions, and meetings$0$0$0$0
Interest$125,299$96,537$28,762$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$971,396$679,447$291,785$164
Balance Sheets
20002001200220032004200520062007
Total assets$5,588,943$5,742,196$6,363,856$7,500,891$7,579,155$7,148,114$8,278,160$8,673,501
Cash - non-interest-bearing$0$0$0$0$0$0$0$0
Savings and temporary cash investments$1,886,451$1,714,570$1,343,963$2,087,053$2,031,197$2,544,825$3,419,592$3,596,041
Accounts receivable less allowance for doubtful accounts$192,585$201,188$906,984$910,304$1,183,632$643,739$1,028,783$1,121,521
Pledges receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Grants receivable$0$0$0$0$0$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)$0$0
Other notes and loans receivable less allowance for doubtful accounts$0$0$0$0$0$0$0$0
Inventories for sale or use$0$0$0$0$0$0$0$0
Prepaid expenses and deferred charges$56,716$82,673$86,509$113,242$136,227$54,980$74,959$160,344
Investments - publicly-traded securities$0$0
Investments - other securities$0$0$0$0$0$0$0$0
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0$0$0$0$0$0
Investments - other$0$0$0$0$0$0$0$0
Land, buildings, and equipment less accumulated depreciation$3,446,323$3,736,147$4,020,679$4,383,571$4,222,128$3,898,599$3,750,188$3,790,957
Other assets, including program-related investments$6,868$7,618$5,721$6,721$5,971$5,971$4,638$4,638
Total liabilities$2,600,926$2,546,077$2,611,770$3,085,846$2,986,621$3,403,968$3,297,750$3,619,507
Accounts payable and accrued expenses$459,966$441,694$458,553$540,013$563,784$719,138$783,768$1,093,273
Grants payable$0$0$0$0$0$0$0$0
Deferred revenue$0$21,725$25,362$15,311$21,020$19,935$22,190$19,990
Loans from officers, directors, trustees, and key employees$0$0$0$0$0$0$0$0
Tax-exempt bond liabilities$1,699,999$1,600,000$1,500,000$1,400,000$1,300,000$1,200,000$1,096,203$996,203
Mortgages and other notes payable$124,309$229,292$376,648$847,730$788,606$1,042,211$945,298$998,275
Other liabilities$316,652$253,366$251,207$282,792$313,211$422,684$450,291$511,766
Total liabilities and net assets/fund balances$5,588,943$5,742,196$6,363,856$7,500,891$7,579,155$7,148,114$8,278,160$8,673,501
Total net assets or fund balances$2,988,017$3,196,119$3,752,086$4,415,045$4,592,534$3,744,146$4,980,410$5,053,994
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
20002001200220032004200520062007
Total revenue$8,690,746$9,168,268$9,495,045$10,132,536$9,998,366$9,894,000$10,742,652$10,845,217
Total revenue, gains, and other support per audited financial statements$8,690,746$9,168,268$9,495,045$10,151,301$10,016,652$9,906,622$10,751,626$10,875,290
Other expenses$0$0$0$18,765$18,286$12,622$8,974$30,073
Net unrealized gains on investments$0$0$0$0$0$0$0$0
Donated services and use of facilities$0$0$0$0$0$0$0$0
Recoveries of prior year grants$0$0$0$0$0$0$0$0
Other$0$0$0$18,765$18,286$12,622$8,974$30,073
Other revenue$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
20002001200220032004200520062007
Total expenses$8,537,544$9,014,940$9,124,555$9,557,079$9,971,656$10,048,954$10,242,752$10,985,749
Total expenses and losses per audited financial statements$8,537,544$9,014,940$9,124,555$9,575,844$9,989,942$10,061,576$10,251,726$11,015,822
Other revenue$0$0$0$18,765$18,286$12,622$8,974$30,073
Donated services and use of facilities$0$0$0$0$0$0$0$0
Prior year adjustments$0$0$0$0$0$0$0$0
Losses$0$0$0$0$0$0$0$0
Other$0$0$0$18,765$18,286$12,622$8,974$30,073
Other expenses$0$0$0$0$0$0$0$0
Investment expenses$0$0$0$0$0$0$0$0
Other$0$0$0$0$0$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Average hours per week devoted to positionCompensationContributions to employee benefit plans & deferred compensation plansExpense account and other allowances
40$83,077$3,737$0
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings15
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?No
Does the organization have a written conflict of interest policy?No
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?No
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?No
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?No
Number of employees employed in the pay period that includes March 12, 2006226
Analysis of Income-Producing Activities (for 2007)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$2,085$62,488$10,586,023
Program service revenue
Program service revenue 1000000$000$0$904,912
Program service revenue 2000000$000$0$0
Program service revenue 3000000$000$0$0
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$9,681,111
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$-13,923$0
Dividends and interest from securities000000$000$0$0
Net rental income or (loss) from real estate
debt-financed propertyLessors of nonresidential buildings (except miniwarehouses)$2,08500$0$0
not debt-financed property000000$0Real property rental income that does not depend on the income or profits derived by the person leasing the property and is excluded by section 512(b)(3)$17,536$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$0
Gain or (loss) from sales of assets other than inventory000000$000$0$0
Net income or (loss) from special events000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$46,438$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$0Income from an activity that is not regularly carried on (section 512(a)(1))$12,437$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$75,492$3,397$0
$78,217$3,294$0
$54,938$2,399$0
$59,462$2,497$0
$52,781$1,583$0
Total number of other employees paid over $50,0002
Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?No
Did the organization maintain any donor advised funds?No
Did the organization make any taxable distributions under section 4966?No
Did the organization make a distribution to a donor, donor advisor, or related person?No
The total number of donor advised funds owned at the end of the tax year$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year$0
Reason for Non-Private Foundation Status
The organization is not a private foundation because it isOrganization that receives a substantial part of its support from a governmental unit or from the general public
Support Schedule
19992000200120022003200420052006
Total$8,451,599$8,519,609$9,021,638$8,634,812$9,923,422$9,555,335$9,232,755$11,215,135
Gifts, grants, and contributions received$7,488,404$7,558,672$8,053,823$7,584,620$8,745,320$8,421,400$8,122,361$10,084,876
Membership fees received$0$0$0$0$0$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$877,344$880,959$920,832$1,038,725$1,067,203$983,246$900,318$905,303
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$65,363$70,810$24,079$11,323$10,767$25,907$43,389$191,649
Net income from unrelated business activities not included above$0$0$0$0$0$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0$0$0$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0$0$0$0$0$0
Other income$20,488$9,168$22,904$144$100,132$124,782$166,687$33,307
Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Unrelated Trade or Business Income (for 2008)
IncomeExpensesNet
Total$73,431$8,328$-985
Gross receipts or sales less returns and allowances$0$0$0
Cost of goods sold$0$0$0
Gross profit$0$0$0
Capital gain net income$0$0$0
Net gain$0$0$0
Capital loss deduction for trusts$0$0$0
Income (loss) from partnerships and S corporations$0$0$0
Rent income$0$0$0
Unrelated debt-financed income$73,431$8,328$-985
Interest, annuities, royalties, and rents from controlled organizations$0$0$0
Investment income of a section 501(c)(7), (9), or (17) organization$0$0$0
Exploited exempt activity income$0$0$0
Advertising income$0$0$0
Other income$0$0$0
Deductions Not Taken Elsewhere (for 2008)
Total deductions$0
Compensation of officers, directors, and trustees$0
Salaries and wages$0
Repairs and maintenance$0
Bad debts$0
Interest$0
Taxes and licenses$0
Charitable contributions$0
Depreciation$0
Depletion$0
Contributions to deferred compensation plans$0
Employee benefit programs$0
Excess exempt expenses$0
Excess readership costs$0
Other deductions$0
Unrelated business taxable income$-985
Unrelated business taxable income before net operating loss deduction$-985
Net operating loss deduction$0
Unrelated business taxable income before specific deduction$-985
Specific deduction$0
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Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Mainstay Life Services200 Roessler Rd, Pittsburgh, PA 15220-1037PA1999-03$12,819,433
2Residential Resources Inc650 Smithfield St Ste 1870, Pittsburgh, PA 15222-3912PA1989-04$6,016,665
3Supreme Council Fitzwater Development Corporation2000 Joshua Rd, Lafayette Hl, PA 19444-2430PA1981-07$2,004,758
4Pennsylvania Interfaith Community Programs Inc40 E High St, Gettysburg, PA 17325-2319PA1978-06$1,562,614
5Habitat For Humanity York Inc, York33 S Seward St, York, PA 17404-5448PA1986-06$1,512,905
6Mount Nittany Residences IncPO BOX 592, Altoona, PA 16603-0592PA1981-07$1,370,815
7Southwest Philadelphia Presbytery Apartments Inc, Mary Field Apartments2000 Joshua Rd, Lafayette Hl, PA 19444-2430PA1993-01$855,309
8Lutheran Knolls North Inc1800 Mill Rd, Boothwyn, PA 19061-2529PA1990-11$782,838
9Lutheran Knolls West Incorporated1800 Mill Rd, Boothwyn, PA 19061-2529PA1993-08$516,844
10United Housing Corporation Of Meadville291 Park Ave, Meadville, PA 16335-1262PA1970-06$374,314
11Fairhaven Healthcare Center Inc35 Avco Rd, Haverhill, MA 01835-6936MA2007-11$15,699,503
12Reach Community Development Inc4150 Sw Moody Ave, Portland, OR 97239-4417OR1982-09$11,702,112
13St Ambrose Housing Aid Center Inc321 E 25th St, Baltimore, MD 21218-5303MD1992-07$9,841,406
14St Martins Manor Christopher Homes Inc Agent1000 Howard Avenue, New Orleans, LA 70113-1903LA1946-03$6,327,057
15Lafayette Rehabilitation And Skilled Nursing Facility Inc35 Avco Rd, Haverhill, MA 01835-6936MA2007-11$5,973,591
16St Joseph Apartments Inc7 E 7th St, Erie, PA 16501-1105PA1978-02$1,492,919
17West-In-Arms IncPO BOX 305, Vandergrift, PA 15690-0305PA1980-05$439,535
18Versailles Apartments Inc357 Lincoln Hwy, N Versailles, PA 15137-1682PA1981-11$236,338
19State College Community Land Trust Inc1315 S Allen St Ste 306, State College, PA 16801-5923PA1997-03$176,748
20Logan Community Development CorporationLogan Plaza 5201 Old York Road, Philadelphia, PA 19141PA1988-08$86,174
Number of organizations performing similar types of work
Alaska2
Alabama2
Arkansas9
Arizona8
California114
Colorado16
Connecticut18
District of Columbia3
Delaware5
Florida41
Georgia22
Hawaii2
Iowa7
Idaho2
Illinois33
Indiana13
Kansas4
Kentucky12
Louisiana13
Massachusetts39
Maryland21
Maine7
Michigan31
Minnesota30
Missouri12
Mississippi3
Montana3
North Carolina23
North Dakota1
Nebraska3
New Hampshire7
New Jersey14
New Mexico3
Nevada6
New York110
Ohio32
Oklahoma2
Oregon11
Pennsylvania33
Rhode Island6
South Carolina4
South Dakota2
Tennessee22
Texas44
Utah6
Virginia25
Vermont8
Washington15
Wisconsin17
West Virginia7
International2
Total875

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