Pennshaw Estates INC: FY2020 Nonprofit Profile & Form 990 (EIN 25-1355177)

Revenue by fiscal year
FY2020	$334K
FY2021	$332K
FY2022	$340K
FY2023	$350K
FY2024	$368K
FY2025	$388K

Expenses by fiscal year
FY2020	$326K
FY2021	$321K
FY2022	$637K
FY2023	$345K
FY2024	$331K
FY2025	$339K

Net assets by fiscal year
FY2020	−$288K
FY2021	−$277K
FY2022	−$574K
FY2023	−$569K
FY2024	−$532K
FY2025	−$483K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1979.

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

Where the money goes

88 cents of each dollar spent went to programs.

88%

12%

Program services 88% · $288K Management & general 12% · $38K

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

5 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII

John J Exler JR

President

$0Pt VII · Sec A

Thomas Wiater

V. President

$0Pt VII · Sec A

Tim Joyce

Director

$0Pt VII · Sec A

Nathan Wetzel

Director

$0Pt VII · Sec A

Brooke Gwinn

Director

$0Pt VII · Sec A

See Pennshaw Estates INC executive salaries →

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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

Offers housing for low-income elderly and handicapped families.

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Provided by the organization

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1 program · $288K · in their own filed words · FY2019

01

To provide housing for elderly AND/OR handicapped low and moderate income families. There are thirty-six housing units within the pennshaw estates, inc. Complex.

$288Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · this organization's grantmaking

Grants paid · 1 grant · $303K · 2021–2021

Ahi-202 Mon Valley INCFY2021$303,407

By the numbers

The FY2020 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$334K

Ln 12

Gifts and grantsLn 1h$235K

Fees for servicesLn 2g$94K

Other incomeLn 4–11$5K

Money outPt IX

$326K

Ln 25

Programscol B$288K

Managementcol C$38K

Owns and owesPt X

−$288K

net assets · Ln 32

Cash and savingsLn 1–2$442K

Total assetsLn 16$736K

LiabilitiesLn 26$1.0M

PeoplePt VI, VII

5

listed · VII A

PaidVII A0

Voting boardVI 1a5

IndependentVI 1b5

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$235K

Government grantsLn 1e$235K

Fees for servicesLn 2g$94K

Investment incomeLn 3$351

Other incomeLn 4–11$5K

Total revenueLn 12$334K

Assets in detailPt X, end of year

SavingsLn 2$442K

Cash and savings togetherLn 1–2$442K

Land, buildings, equipmentLn 10c$275K

Total assetsLn 16$736K

LiabilitiesLn 26$1.0M

Net assetsLn 32−$288K

OperationsPt I, VI

EmployeesI 50

VolunteersI 65

Fiscal year endsHeaderOctober

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY20	End FY20
Cash and savingsLn 1–2	$418K	$442K
Land, buildings, equipmentLn 10c	$311K	$275K
Total assetsLn 16	$751K	$736K
LiabilitiesLn 26	$1.0M	$1.0M
Net assetsLn 32	−$297K	−$288K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Other salaries and wagesLn 7	$8K	$8K
Other employee benefitsLn 9	$357	$357
Payroll taxesLn 10	$30	$30
Management feesLn 11a	$14K		$14K
Legal feesLn 11b	$474		$474
Accounting feesLn 11c	$17K		$17K
Other fees for servicesLn 11g	$72K	$72K
Advertising and promotionLn 12	$1K		$1K
Office expensesLn 13	$5K		$5K
OccupancyLn 16	$74K	$74K
InterestLn 20	$66K	$66K
Depreciation, depletion and amortizationLn 22	$37K	$37K
InsuranceLn 23	$32K	$32K
Total functional expensesLn 25	$326K	$288K	$38K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$388K	$339K	$49K	−$483K	990 PDF
FY2024	$368K	$331K	$37K	−$532K	990 PDF
FY2023	$350K	$345K	$5K	−$569K	990 PDF
FY2022	$340K	$637K	−$298K	−$574K	990 PDF
FY2021	$332K	$321K	$12K	−$277K	990 PDF
FY2020 Viewing	$334K	$326K	$8K	−$288K	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2020 990 (6 parts)

Part I · Summary $334,216 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $217,549$234,825

I-9 Program service revenuePrior year $102,034$94,242

I-10 Investment incomePrior year $226$351

I-11 Other revenuePrior year $7,542$4,798

I-12 Total revenuePrior year $327,351$334,216

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 $0$8,167

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $338,333$317,742

I-18 Total expensesPrior year $338,333$325,909

I-19 Revenue less expensesPrior year −$10,982$8,307

Part VI · Governance 5 of 5 board members independent, 2 to look at

VI-1a Voting members of the governing body5

VI-1b Independent voting members5

VI-14 Document retention and destruction policyNo

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

Part VIII · Statement of revenue $334,216 across 6 lines filed

VIII-1e Government grants$234,825

VIII-1h Total contributions, gifts and grants$234,825

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $94,242$94,242

VIII-3 Investment incomeExcluded from tax $351$351

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $4,798$4,798

VIII-12 Total revenueRelated to mission $94,242 · Unrelated business $0 · Excluded from tax $5,149$334,216

Part IX · Statement of functional expenses $325,909 across 13 lines filed

IX-7 Other salaries and wagesPrograms $7,780$7,780

IX-9 Other employee benefitsPrograms $357$357

IX-10 Payroll taxesPrograms $30$30

IX-11a Management feesManagement $13,866$13,866

IX-11b Legal feesManagement $474$474

IX-11c Accounting feesManagement $16,893$16,893

IX-11g Other fees for servicesPrograms $71,791$71,791

IX-12 Advertising and promotionManagement $1,087$1,087

IX-13 Office expensesManagement $5,378$5,378

IX-16 OccupancyPrograms $74,000$74,000

IX-20 InterestPrograms $65,569$65,569

IX-22 Depreciation, depletion and amortizationPrograms $36,693$36,693

IX-23 InsurancePrograms $31,991$31,991

IX-25 Total functional expensesPrograms $288,211 · Management $37,698 · Fundraising $0$325,909

Part X · Balance sheet $736,490 assets, 12 lines filed

X-2 Savings and temporary cash investmentsStart of year $417,575$441,565

X-4 Accounts receivableStart of year $3,428$1,574

X-9 Prepaid expenses and deferred chargesStart of year $18,333$18,808

X-10c Land, buildings and equipment, netStart of year $311,236$274,543

X-16 Total assetsStart of year $750,572$736,490

X-17 Accounts payable and accrued expensesStart of year $18,888$15,973

X-19 Deferred revenueStart of year $3,733$3,092

X-25 Other liabilitiesStart of year $11,232$10,797

X-26 Total liabilitiesStart of year $1,047,321$1,024,932

X-27 Net assets without donor restrictionsStart of year −$296,749−$288,442

X-32 Total net assets or fund balancesStart of year −$296,749−$288,442

X-33 Total liabilities and net assetsStart of year $750,572$736,490

Part XI · Reconciliation of net assets −$288,442 net assets at year end

XI-1 Total revenue$334,216

XI-2 Total expenses$325,909

XI-3 Revenue less expenses$8,307

XI-4 Net assets at start of year−$296,749

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year−$288,442

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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Pennshaw Estates INC FY2020 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Pennshaw Estates INC

Funders

Grants

By the numbers

Filing history

Schedules filed Part IV