2026-07-15T11:58:25-05:00 2025-08-31 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2024-09-01 232122054 FEDERATION HOUSING INC FEDE 2156736446 8900 ROOSEVELT BLVD PHILADELPHIA PA 191155060 AVA GOLDMAN PRESIDENT 2156736446 2026-07-15 1 1 HARRISON PEREIRA P00746867 2159798800 2026-07-14 2024 2025-03-06 01:10:19Z AVA GOLDMAN 8900 ROOSEVELT BLVD PHILADELPHIA PA 19115 6406749 0 X WWW.FEDERATIONHOUSING.ORG X 1978 PA MANAGEMENT AND DEVELOPMENT OF FEDERALLY SUBSIDIZED HOUSING PROJECTS FOR THE ELDERLY. 30 30 76 30 0 0 1763192 1668390 1797311 1865550 526786 594761 0 0 4087289 4128701 0 0 0 0 1373804 1479687 0 0 35273 1482297 1446870 2856101 2926557 1231188 1202144 41346702 44042828 689230 339004 40657472 43703824 X OUR MISSION IS TO PROVIDE AFFORDABLE HOUSING OPPORTUNITIES FOR LOW-INCOME SENIORS WHO ARE ABLE TO SUSTAIN THEMSELVES IN AN INDEPENDENT LIVING ENVIRONMENT, TO CREATE FACILITIES WHERE OUR RESIDENTS CAN RESIDE AND SOCIALIZE WHILE MAINTAINING A HIGH QUALITY OF LIFE AND ACTIVITY, AND TO HAVE OUR FACILITIES AVAILABLE TO AS MANY SENIORS AS POSSIBLE BY DEVELOPING ADDITIONAL BUILDINGS IN THE PHILADELPHIA AND SURROUNDING SUBURBS. 0 0 2185727 1793609 PROPERTY MANAGEMENT AND DEVELOPMENT PROGRAM - THE ORGANIZATION MANAGES AND DEVELOPS AFFORDABLE RENTAL HOUSING COMPLEXES FOR THE ELDERLY IN AND AROUND PHILADELPHIA, PENNSYLVANIA. THERE ARE 12 RENTAL HOUSING COMPLEXES BEING MANAGED FOR THE FISCAL YEAR, SERVING 1733 RESIDENTS IN 1375 APARTMENTS. 133026 16697 MEAL PROGRAM- THIS PROGRAM WAS STARTED IN MAY 2009 AND IS SUBSIDIZED BY THE JEWISH FEDERATION. RESIDENTS PAY $1 FOR A BOXED LUNCH UP TO THREE TIMES PER WEEK IN EACH OF THE BUILDINGS. THERE WERE APPROXIMATELY 17,231 MEALS SERVED DURING THE FISCAL YEAR. 124460 55244 TRANSPORTATION PROGRAM- 2 MINI-VANS AND A 14 PASSENGER MINI BUS WERE AVAILABLE TO TRANSPORT PASSENGERS AT NO CHARGE TO DOCTOR'S APPOINTMENTS, FOOD SHOPPING, MALLS AND OTHER OUTINGS BY APPOINTMENT. THESE SERVICES WERE OUTSOURCED IN NOVEMBER 2017 AND THE VEHICLES WERE SOLD, BUT THE RESIDENTS CONTINUE TO RECEIVE TRANSPORTATION SERVICES AT NO CHARGE. THE PROGRAM WAS TEMPORARILY SUSPENDED FROM MARCH 2020 UNTIL JULY 2021 DUE TO COVID-19. THERE WERE 1950 TOTAL RESIDENT RIDES FOR THE FISCAL YEAR. 39808 FRIENDS PROGRAM- THIS PROGRAM REPRESENTS FUNDS COMMITTED TO ASSIST RESIDENTS WITH OUT OF POCKET MEDICAL EXPENSES AND FOR ACTIVITIES TO HELP IMPROVE THE QUALITY OF LIFE OF THE RESIDENTS. THERE WERE OVER 1,000 RESIDENTS THAT BENEFITED FROM THIS PROGRAM FOR THE FISCAL YEAR. CHAPLAINCY IS A SERVICE WHERE A RABBI PROVIDES AN INVALUABLE LINK TO JEWISH RITUAL AND COMMUNAL LIFE BY ORGANIZING SHABBAT PROGRAMS AND HIGH HOLIDAY SERVICES. THE RABBI IS AVAILABLE TO FEDERATION HOUSING'S ROUGHLY 1,700 RESIDENTS. CURRENTLY THERE ARE OVER 270 FEDERATION HOUSING RESIDENTS WHO ACTIVELY PARTICIPATE IN AT LEAST ONE ASPECT OF THE JEWISH CHAPLAINCY PROGRAM. 39808 2483021 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 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 1 0 0 0 1 54 0 76 1 0 0 0 0 0 0 0 0 0 0 0 0 X 30 30 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X KATHY WIERCINSKI 2156736446 8900 ROOSEVELT BLVD PHILADELPHIA PA 191155060 MICHAEL DAVIDSON ESQ VICE PRESIDENT 5.00 X X 0 0 0 DEBORAH GERSHEN GENNELLO VICE PRESIDENT 5.00 X X 0 0 0 AVA GOLDMAN PRESIDENT 10.00 X X 0 0 0 RICHARD GREEN DIRECTOR 1.00 X 0 0 0 ROSLYN POLLACK DIRECTOR 1.00 X 0 0 0 SUSAN WEISS DIRECTOR 1.00 X 0 0 0 RADA LISITSA DIRECTOR 1.00 X 0 0 0 JOSH ROSENBLOOM DIRECTOR 1.00 X 0 0 0 SUSAN FREEDMAN ESQ DIRECTOR 1.00 X 0 0 0 STEPHEN FELDMAN DIRECTOR 1.00 X 0 0 0 ALAN LINDY DIRECTOR 1.00 X 0 0 0 FRANCINE TABAS DIRECTOR 1.00 X 0 0 0 RYAN SPAK DIRECTOR 1.00 X 0 0 0 JENNIFER TINTENFASS DIRECTOR 1.00 X 0 0 0 JERRY SOKOLOW DIRECTOR 1.00 X 0 0 0 STEPHANIE WATSON COHEN DIRECTOR 1.00 X 0 0 0 JEROME HELLMAN DIRECTOR 1.00 X 0 0 0 SCOTT GOLDSTEIN TREASURER 5.00 X X 0 0 0 AVALIE SAPERSTEIN DIRECTOR 1.00 X 0 0 0 JEROME GLICKMAN DIRECTOR 1.00 X 0 0 0 MICHAEL STEINBERG DIRECTOR 1.00 X 0 0 0 JB REIBSTEIN DIRECTOR 1.00 X 0 0 0 KAREN COHEN DIRECTOR 5.00 X 0 0 0 SAUL REIBSTEIN DIRECTOR 1.00 X 0 0 0 CAROLYN SALIGMAN DIRECTOR 1.00 X 0 0 0 ROBERT CASSWAY DIRECTOR 1.00 X 0 0 0 MARK LEVINSON SECRETARY 1.00 X X 0 0 0 FLORRIE FISHER DIRECTOR 1.00 X 0 0 0 MITCHELL GOLDENBERG DIRECTOR 2.00 X 0 0 0 GARY RUBIN DIRECTOR 5.00 X 0 0 0 ERIC NAFTULIN EXECUTIVE DIRECTOR 40.00 1.00 X 276152 0 23610 276152 0 23610 1 0 1 0 0 1668390 1668390 MANAGEMENT FEES 531310 1151698 1151698 PROJECT DEVELOPMENT FEES 531310 525000 525000 BOOKKEEPING FEES 561000 116911 116911 VAN TRANSPORTATION FEES 485000 55244 55244 OTHER PROGRAM SERVICES 812900 16697 16697 1865550 656415 656415 2216394 2278048 -61654 -61654 -61654 4128701 1865550 0 594761 307288 307288 955927 769902 158165 27860 36765 36765 86719 86719 92988 91771 1217 22488 22488 8750 8750 33183 33183 4735 4735 55946 54421 1525 16200 16200 14496 14496 44866 25196 19670 20896 20896 PROJECT DEVELOPMENT 223605 223605 RENTAL SUBSIDY 213188 213188 TRANSPORTATION 138041 124460 13581 MEAL PROGRAM 133026 133026 517450 471101 41678 4671 2926557 2483021 408263 35273 1500 1500 7029904 2291338 1060896 57948 17066477 20532224 30244 36411 1146542 652411 538997 494131 5768678 9791593 9850006 10837683 41346702 44042828 513067 183719 176163 155285 689230 339004 X 37157576 39724824 3499896 3979000 40657472 43703824 41346702 44042828 X 1202144 401333 1442875 X 0 1 X 1 0 X 3936076 300859 2983459 1763192 1668390 10651976 3936076 300859 2983459 1763192 1668390 10651976 8202452 2449524 385522 438249 436041 526124 656415 2442351 13094327 8630074 0.18710 0.20410 X THE ORGANIZATION MEETS THE 10% FACTS AND CIRCUMSTANCES TEST FOR THE FOLLOWING REASONS: (1) IT HAS A PUBLIC SUPPORT PERCENTAGE IN EXCESS OF THE 10% OF SUPPORT LIMITATION; (2) IT ATTRACTS PUBLIC SUPPORT; (3) IT HAS A BROAD BASE OF SUPPORT SOURCES; (4) IT HAS A REPRESENTATIVE GOVERNING BODY; (5) IT MAKES ITS FACILITIES AVAILABLE TO THE PUBLIC AND HAS PUBLIC PARTICIPATION IN ITS PROGRAMS; (6) IT MAINTAINS A DEFINITIVE PROGRAM FOR ACCOMPLISHING ITS CHARITABLE WORK IN THE COMMUNITY.10% OF SUPPORT LIMITATION: FEDERATION HOUSING RECLASSIFIED ITS EXEMPT STATUS FROM A 509(A)(3) SUPPORTING ORGANIZATION TO A PUBLICLY SUPPORTED ORGANIZATION DESCRIBED UNDER SECTIONS 509(A)(1) AND 170(B)(1)(A)(VI) ON 1/8/2019. THE ORGANIZATION HAS A PUBLIC SUPPORT PERCENTAGE OF 18.71% FOR THE YEAR ENDED 8/31/25 BASED ON AGGREGATE FINANCIAL INFORMATION FOR THE YEARS ENDED 8/31/21 THROUGH 8/31/25. THIS AMOUNT IS IN EXCESS OF THE 10% REQUIRED BY REGULATION SECTION 1.170A-(9)(E)(3)(I). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 970428 489258 481170 176114 163153 12961 494131 INVESTMENTS 9791593 F 9791593 DUE FROM AFFILIATES 2126184 INVESTMENT IN SUBSIDIARIES 4532201 ACCUMULATED COSTS, PROJECT DEVELOPMENT 4024013 OPERATING LEASE RIGHT OF USE ASSETS 155285 10837683 LEASE LIABILITY 155285 155285 X 4530034 401333 401333 4128701 0 4128701 2926557 0 2926557 0 2926557 PART X, LINE 2: THE ORGANIZATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME AND RELATED MATTERS. THE ORGANIZATION'S FEDERAL INFORMATION RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THREE YEARS, INCLUDING THE FISCAL YEARS ENDED AUGUST 31, 2022, 2023 AND 2024, AS WELL AS THE RETURN TO BE FILED FOR THE YEAR ENDED AUGUST 31,2025. X X X 0 0 0 0 0 0 0 0 0 ERIC NAFTULIN EXECUTIVE DIRECTOR 276152 0 0 0 0 0 13860 0 9750 0 299762 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 DIRECTORS SAUL REIBSTEIN AND JB REIBSTEIN ARE RELATED. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS REVIEWED BY THE DIRECTOR OF FINANCE, EXECUTIVE VICE PRESIDENT AND THE AUDIT/ FINANCE COMMITTEE OF THE BOARD. THE RETURN IS MADE AVAILABLE TO THE ENTIRE BOARD BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ANY MEMBER OF THE BOARD OF DIRECTORS OR STAFF WHO IS AN OFFICER, OWNER, BOARD MEMBER OR EMPLOYEE OF A CONTRACTING PARTY, VENDOR, CONSULTANT OR OTHER PROVIDER OF SERVICES TO FHI IS COVERED UNDER THE POLICY. DETERMINATIONS OF A CONFLICT ARE MADE AT EVERY LEVEL AND COMPETITIVE BIDS ARE SOUGHT TO ENSURE THE BEST OUTCOME FOR FHI. ANY INDIVIDUAL WITH A CONFLICT SHALL NOT PARTICIPATE IN CONNECTION WITH ANY COMMITTEE OR BOARD ACTION SPECIFICALLY RELATED TO THE TRANSACTION UNLESS THE FULL BOARD OF DIRECTORS APPROVES THE PARTICIPATION OF THE INDIVIDUAL OR THIRD PARTY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE VICE PRESIDENT IS REVIEWED ANNUALLY BY THE BOARD PRESIDENT AND THE PERSONNEL COMMITTEE. VARIOUS SOURCES ARE USED AS A BASIS FOR COMPARISON LIKE THE ANNUAL WAGE SCALE PUBLISHED BY PANPHA. THE CHAIRPERSON OF THE PERSONNEL COMMITTEE DOCUMENTS THE MEETINGS AND WHEN A DECISION IS REACHED, THE DIRECTOR OF FINANCE IS GIVEN INSTRUCTIONS TO CHANGE THE RATE OF COMPENSATION THROUGH THE PAYROLL COMPANY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER FROM FEDERATION APARTMENTS, INC. 974,000. TRANSFER FROM SHALOM APARTMENTS OF FEDERATION HOUSING, INC. 142,050. TRANSFER FROM ARBOR HOUSE, INC. 89,800. TRANSFER FROM ROBERT SALIGMAN HOUSE, INC. 215,875. TRANSFER FROM MIRIAM AND ROBERT M. RIEDER HOUSE, INC. 21,150. TRANSFER FROM FEDERATION HOUSING FOUNDATION, INC. 0. 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