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Pennshaw Estates INC FY2023 filing

Not tax-deductible

N Versailles, PA501(c)(4) EIN 25-1355177Revenue $350K in FY2023

On file with the IRS357 Lincoln Hwy, 15137-1682 · N Versailles, PATax-exempt since May 1979

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To provide housing for elderly and/or handicapped low and moderate income families.

501(c)(4) social-welfare organization; gifts are not tax-deductible as charitable contributions.
89¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average deficit $31K a year · 9% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
18 mo
of spending, in cash
Looks good: 17.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$1.3M
176% of total assets
Concern: liabilities are 176% of assets; over 80%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$350K
+3% vs prior year
Spent
$345K
To programs
89%
Net assets
−$569K
By yearFY2020–FY2025
Revenue
$350K
FY2023▲ +3%
Tap a bar for its year
Revenue by fiscal year
FY2020$334K
FY2021$332K
FY2022$340K
FY2023$350K
FY2024$368K
FY2025$388K
Expenses
$345K
FY2023▼ -46%
Tap a bar for its year
Expenses by fiscal year
FY2020$326K
FY2021$321K
FY2022$637K
FY2023$345K
FY2024$331K
FY2025$339K
Net assets
−$569K
FY2023▲ +0.9%
Tap a bar for its year
Net assets by fiscal year
FY2020−$288K
FY2021−$277K
FY2022−$574K
FY2023−$569K
FY2024−$532K
FY2025−$483K

From the FY2023 Form 990 (year ending October 2023) · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

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

89 cents of each dollar spent went to programs.

Program services 89% · $305K Management & general 11% · $39K

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 (FY2022); the FY2023 filing did not itemize Part VII
Jack Exler
President
$0Pt VII · Sec A
Larry Swanson
V. President
$0Pt VII · Sec A
Pam Miljus
Secretary
$0Pt VII · Sec A
Tamara Howard
Treasurer
$0Pt VII · Sec A
Ron Ciotti
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 · $305K · in their own filed words · FY2022
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.

$305Kprogram 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 FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$350K
Ln 12
Gifts and grantsLn 1h$231K
Fees for servicesLn 2g$105K
Investment incomeLn 3$11K
Money outPt IX
$345K
Ln 25
Programscol B$305K
Managementcol C$39K
Owns and owesPt X
−$569K
net assets · Ln 32
Cash and savingsLn 1–2$504K
Total assetsLn 16$751K
LiabilitiesLn 26$1.3M
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$231K
Government grantsLn 1e$231K
Fees for servicesLn 2g$105K
Investment incomeLn 3$11K
Other incomeLn 4–11$3K
Total revenueLn 12$350K
Assets in detailPt X, end of year
SavingsLn 2$504K
Cash and savings togetherLn 1–2$504K
Land, buildings, equipmentLn 10c$224K
Total assetsLn 16$751K
LiabilitiesLn 26$1.3M
Net assetsLn 32−$569K
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
LineStart FY23End FY23
Cash and savingsLn 1–2$505K$504K
Land, buildings, equipmentLn 10c$240K$224K
Total assetsLn 16$767K$751K
LiabilitiesLn 26$1.3M$1.3M
Net assetsLn 32−$574K−$569K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$24K$9K$15K
Accounting feesLn 11c$15K$15K
Other fees for servicesLn 11g$106K$106K
Advertising and promotionLn 12$606$606
Office expensesLn 13$9K$9K
OccupancyLn 16$94K$94K
InterestLn 20$58K$58K
Depreciation, depletion and amortizationLn 22$16K$16K
InsuranceLn 23$22K$22K
Total functional expensesLn 25$345K$305K$39K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $388K$339K$49K−$483K 990 PDF
FY2024 $368K$331K$37K−$532K 990 PDF
FY2023 Viewing $350K$345K$5K−$569K 990 PDF
FY2022 $340K$637K−$298K−$574K 990 PDF
FY2021 $332K$321K$12K−$277K 990 PDF
FY2020 $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 FY2023 990 (6 parts)
Part I · Summary $349,914 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $236,123$230,796
I-9 Program service revenuePrior year $98,036$105,249
I-10 Investment incomePrior year $1,106$11,030
I-11 Other revenuePrior year $4,444$2,839
I-12 Total revenuePrior year $339,709$349,914
I-13 Grants and similar amounts paidPrior year $303,407$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $9,336$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $324,662$344,878
I-18 Total expensesPrior year $637,405$344,878
I-19 Revenue less expensesPrior year −$297,696$5,036
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 $349,914 across 6 lines filed
VIII-1e Government grants$230,796
VIII-1h Total contributions, gifts and grants$230,796
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $105,249$105,249
VIII-3 Investment incomeExcluded from tax $11,030$11,030
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $2,839$2,839
VIII-12 Total revenueRelated to mission $105,249 · Unrelated business $0 · Excluded from tax $13,869$349,914
Part IX · Statement of functional expenses $344,878 across 9 lines filed
IX-11a Management feesPrograms $9,336 · Management $14,594$23,930
IX-11c Accounting feesManagement $15,421$15,421
IX-11g Other fees for servicesPrograms $106,075$106,075
IX-12 Advertising and promotionManagement $606$606
IX-13 Office expensesManagement $8,785$8,785
IX-16 OccupancyPrograms $94,488$94,488
IX-20 InterestPrograms $58,038$58,038
IX-22 Depreciation, depletion and amortizationPrograms $15,998$15,998
IX-23 InsurancePrograms $21,537$21,537
IX-25 Total functional expensesPrograms $305,472 · Management $39,406 · Fundraising $0$344,878
Part X · Balance sheet $750,572 assets, 13 lines filed
X-2 Savings and temporary cash investmentsStart of year $505,033$503,559
X-3 Pledges and grants receivableStart of year $2,238$2,464
X-4 Accounts receivableStart of year $273$3
X-9 Prepaid expenses and deferred chargesStart of year $19,463$21,040
X-10c Land, buildings and equipment, netStart of year $239,504$223,506
X-16 Total assetsStart of year $766,511$750,572
X-17 Accounts payable and accrued expensesStart of year $53,353$48,957
X-19 Deferred revenueStart of year $4,412$7,220
X-25 Other liabilitiesStart of year $10,875$12,079
X-26 Total liabilitiesStart of year $1,341,008$1,320,033
X-27 Net assets without donor restrictionsStart of year −$574,497−$569,461
X-32 Total net assets or fund balancesStart of year −$574,497−$569,461
X-33 Total liabilities and net assetsStart of year $766,511$750,572
Part XI · Reconciliation of net assets −$569,461 net assets at year end
XI-1 Total revenue$349,914
XI-2 Total expenses$344,878
XI-3 Revenue less expenses$5,036
XI-4 Net assets at start of year−$574,497
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$569,461

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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