Overbrook Friedlander Programs FY2022 filing

Tax-deductible

Philadelphia, PA501(c)(3)Since 1987Human Services EIN 23-2469202Revenue $7.7M in FY2022Latest filing we have: 2022. Newer ones may not be in our data yet. Filed since? Tell us.

On file with the IRSPhiladelphia, PATax-exempt since Nov 1988Supporting organization — 509(a)(3)

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Operate residential facilities for adults with blindness or deafblindness and intellectual disabilities

Form 990 Part I, line 1, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-2469202) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$242K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
The latest return is for FY2023, 3 tax years back.
IRS e-file · Filing history
Surplus or deficit
1 of 4
filings with a surplus
Average deficit $33K a year · 0.4% of revenue · last 4 filings
A surplus in 1 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
92%
of spending
92% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$242K
to officers and key staff · 3% of spending
Pay to officers and key staff is 3% of spending.
Part VII, Section A
2.4 mo
of spending, in cash
2.4 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$892K
28% of total assets
Liabilities are 28% of assets.
Pt X · Ln 26
Independent board members
8
of 8 voting members
8 of 8 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$7.7M
-12% vs prior year
Spent
$8.0M
To programs
92%
Net assets
$2.3M
By yearFY2020–FY2023
Revenue
$7.7M
FY2022▼ -12%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.8M
FY2021$8.7M
FY2022$7.7M
FY2023$7.3M
Expenses
$8.0M
FY2022▲ +2%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.9M
FY2021$7.8M
FY2022$8.0M
FY2023$8.0M
Net assets
$2.3M
FY2022▼ -10%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.6M
FY2021$2.6M
FY2022$2.3M
FY2023$1.6M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2023) →

Is it real?

Yes. Never revoked by the IRS. Latest filing we have: FY2022. IRS ruling in Nov 1988.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $7.3M Management & general 8% · $637K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

10 people listed on the 990; $242K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Medical Nurse
$121,176Pt VII · Sec A
Executive Dir. (sep 15 - Present)
$120,897Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Executive Dir. (july 1 - Sep 30)
$0Pt VII · Sec A

Michele Rhodes’s $160K as Executive Director is at the 77th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Michele Rhodes$160,004$120,897——
Michele Dyer Gomez—$121,176——
Jackie Brennan——$39,752$38,032
Joseph Van Bernum———$22,492
Sheena Lawrence——$18,502$8,750

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Overbrook Friedlander Programs executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides housing and support for adults with blindness, deafblindness, and intellectual disabilities.

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1 program · $7.3M · in their own filed words · FY2021
01

Provides residential rehabilitation and vocational services for adults whose primary disabilities include blindness or deafblindness along with intellectual disabilities.

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 23-2469202) · Dispute this line
$7.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2023 · $1.2M federal money spent
Medical Assistance ProgramDepartment of Health and Human Services · ALN 93.778 · Through Pennsylvania Department of Human Services$1.2M

The auditor reported: a weakness in money controls.

Year ending Jun 2022 · $1.3M federal money spent
Medical Assistance ProgramDepartment of Health and Human Services · ALN 93.778 · Through Commonwealth of PA, Department of Human Services$1.3M

The auditor reported no findings.

Year ending Jun 2021 · $1.1M federal money spent
Medical Assistance ProgramDepartment of Health and Human Services · ALN 93.778 · Through Commonwealth of PA - Department of Human Services$1.1M

The auditor reported no findings.

Year ending Jun 2020 · $1.1M federal money spent
Medical Assistance ProgramDepartment of Health and Human Services · ALN 93.778 · Through Commonwealth of PA - Department of Human Services$1.1M

The auditor reported no findings.

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$7.7M
Ln 12
Fees for servicesLn 2g$7.3M
Gifts and grantsLn 1h$365K
Other incomeLn 4–11$10K
Money outPt IX
$8.0M
Ln 25
Programscol B$7.3M
Managementcol C$637K
Owns and owesPt X
$2.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.6M
Total assetsLn 16$3.2M
LiabilitiesLn 26$892K
PeoplePt VI, VII
10
listed · VII A
PaidVII A2
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$365K
Government grantsLn 1e$365K
Fees for servicesLn 2g$7.3M
Investment incomeLn 3$2K
Other incomeLn 4–11$10K
Total revenueLn 12$7.7M
Assets in detailPt X, end of year
SavingsLn 2$1.6M
Cash and savings togetherLn 1–2$1.6M
Accounts receivableLn 4$1.4M
Prepaid expenses and deferred chargesLn 9$20K
Land, buildings, equipmentLn 10c$216K
Total assetsLn 16$3.2M
LiabilitiesLn 26$892K
Net assetsLn 32$2.3M
OperationsPt I, VI
EmployeesI 5136
VolunteersI 67
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$2.0M$1.6M
Land, buildings, equipmentLn 10c$178K$216K
Total assetsLn 16$3.5M$3.2M
LiabilitiesLn 26$883K$892K
Net assetsLn 32$2.6M$2.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$155K$155K
Other salaries and wagesLn 7$4.3M$4.3M$39K
Pension plan contributionsLn 8$185K$173K$12K
Other employee benefitsLn 9$1.2M$1.1M$100K
Payroll taxesLn 10$332K$301K$30K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$32K$32K
Office expensesLn 13$515K$357K$157K
OccupancyLn 16$524K$467K$58K
TravelLn 17$149K$149K
Depreciation, depletion and amortizationLn 22$26K$26K
InsuranceLn 23$77K$77K
Other expenses (24a–d)Ln 24$423K$372K$51K
Total functional expensesLn 25$8.0M$7.3M$637K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 LatestFiled with the IRS May 15, 2024 $7.3M$8.0M−$755K$1.6M 990 PDF
FY2022 ViewingFiled with the IRS May 12, 2023 $7.7M$8.0M−$258K$2.3M 990 PDF
FY2021Filed with the IRS May 14, 2022 $8.7M$7.8M$960K$2.6M 990 PDF
FY2020Filed with the IRS May 14, 2021 $6.8M$6.9M−$80K$1.6M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2022 990
Part I · Summary $7,692,568 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,163,421$364,700
I-9 Program service revenuePrior year $7,565,324$7,316,351
I-10 Investment incomePrior year $2,841$1,588
I-11 Other revenuePrior year $4,610$9,929
I-12 Total revenuePrior year $8,736,196$7,692,568
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,010,290$6,203,264
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,765,852$1,747,625
I-18 Total expensesPrior year $7,776,142$7,950,889
I-19 Revenue less expensesPrior year $960,054−$258,321
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $7,692,568 across 6 lines filed
VIII-1e Government grants$364,700
VIII-1h Total contributions, gifts and grants$364,700
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $7,316,351$7,316,351
VIII-3 Investment incomeExcluded from tax $1,588$1,588
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $9,929$9,929
VIII-12 Total revenueRelated to mission $7,316,351 · Unrelated business $0 · Excluded from tax $11,517$7,692,568
Part IX · Statement of functional expenses $7,950,889 across 13 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Management $154,965$154,965
IX-7 Other salaries and wagesPrograms $4,270,956 · Management $39,224$4,310,180
IX-8 Pension plan contributionsPrograms $173,100 · Management $12,297$185,397
IX-9 Other employee benefitsPrograms $1,121,405 · Management $99,816$1,221,221
IX-10 Payroll taxesPrograms $301,068 · Management $30,433$331,501
IX-11b Legal feesManagement $2,180$2,180
IX-11c Accounting feesManagement $32,236$32,236
IX-13 Office expensesPrograms $357,309 · Management $157,214$514,523
IX-16 OccupancyPrograms $466,712 · Management $57,775$524,487
IX-17 TravelPrograms $148,631$148,631
IX-22 Depreciation, depletion and amortizationPrograms $25,651$25,651
IX-23 InsurancePrograms $76,544$76,544
IX-24 Other expenses (24a–d)Programs $372,284 · Management $51,089$423,373
IX-25 Total functional expensesPrograms $7,313,660 · Management $637,229 · Fundraising $0$7,950,889
Part X · Balance sheet $3,206,391 assets, 11 lines filed
X-2 Savings and temporary cash investmentsStart of year $1,976,581$1,570,270
X-4 Accounts receivableStart of year $1,260,626$1,400,650
X-9 Prepaid expenses and deferred chargesStart of year $21,713$19,871
X-10c Land, buildings and equipment, netStart of year $177,565$215,600
X-16 Total assetsStart of year $3,455,579$3,206,391
X-17 Accounts payable and accrued expensesStart of year $671,731$756,976
X-25 Other liabilitiesStart of year $210,878$134,766
X-26 Total liabilitiesStart of year $882,609$891,742
X-27 Net assets without donor restrictionsStart of year $2,572,970$2,314,649
X-32 Total net assets or fund balancesStart of year $2,572,970$2,314,649
X-33 Total liabilities and net assetsStart of year $3,455,579$3,206,391
Part XI · Reconciliation of net assets $2,314,649 net assets at year end
XI-1 Total revenue$7,692,568
XI-2 Total expenses$7,950,889
XI-3 Revenue less expenses−$258,321
XI-4 Net assets at start of year$2,572,970
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,314,649

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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