SOUTHWESTERN PENNSYLVANIA AREA: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
SOUTHWESTERN PENNSYLVANIA AREA (EIN 25-1492291)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-14
IRS object ID
202411359349311546
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-14T17:55:21-04:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN233022325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ZELENKOFSKE AXELROD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1210 TOLLGATE HILL ROADAddressLine1Txt
CityGREENSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251492291EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHWESTERN PENNSYLVANIA AREABusinessNameLine1Txt
Business Name Line2AGENCY ON AGING INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone7244899100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 CHAMBER PLAZAAddressLine1Txt
CityCHARLEROICityNm
State AbbreviationPAStateAbbreviationCd
ZIP150221607ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTEN SMITHPersonNm
Person TitleCFOPersonTitleTxt
Phone7244899100PhoneNum
Signature2024-05-12SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKRISTENPersonFirstNm
Person LastGORDONPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJARED C EWINGPreparerPersonNm
PTINP00596532PTIN
Phone7248342151PhoneNum
Preparation2024-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKRISTEN SMITHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 CHAMBER PLAZAAddressLine1Txt
CityCHARLEROICityNm
State AbbreviationPAStateAbbreviationCd
ZIP150221607ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$17,604,607GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SWPA-AAA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE MISSION OF SOUTHWESTERN PENNSYLVANIA AREA AGENCY ON AGING, INC. IS TO PROMOTE THE WELL-BEING OF OLDER ADULTS RESIDING IN FAYETTE, GREENE AND WASHINGTON COUNTIES THROUGH A PLANNED, (CONTINUED ON SCHEDULE O)ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee107TotalEmployeeCnt
Total Volunteers80TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$17,452,917PYContributionsGrantsAmt
CY Contributions Grants$17,604,607CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$17,452,917PYTotalRevenueAmt
CY Total Revenue$17,604,607CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,298,989PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,052,718CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$11,993,426PYOtherExpensesAmt
CY Other Expenses$11,995,852CYOtherExpensesAmt
PY Total Expenses$17,292,415PYTotalExpensesAmt
CY Total Expenses$17,048,570CYTotalExpensesAmt
PY Revenues Less Expenses$160,502PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$556,037CYRevenuesLessExpensesAmt
Total Assets BOY$4,005,331TotalAssetsBOYAmt
Total Assets EOY$5,269,651TotalAssetsEOYAmt
Total Liabilities BOY$2,067,667TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,892,707TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,937,664NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,376,944NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF SOUTHWESTERN PENNSYLVANIA AREA AGENCY ON AGING, INC. IS TO PROMOTE THE WELL-BEING OF OLDER ADULTS RESIDING IN FAYETTE, GREENE AND WASHINGTON COUNTIES THROUGH A PLANNED, (CONTINUED ON SCHEDULE O)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$15,857,990ExpenseAmt
DescAGING BLOCK GRANT THE SOUTHWESTERN PA AREA AGENCY ON AGING, INC. SERVES AS A FOCAL POINT IN FAYETTE, GREENE AND WASHINGTON COUNTIES FOR INFORMATION/ASSISTANCE ABOUT AGING ISSUES AND SERVICES, PROTECTING OLDER ADULTS WHO ARE AT RISK, ASSISTING FAMILIES WHO ARE CARING FOR OLDER FAMILY MEMBERS, SUPPORTING AND EMPOWERING OLDER RESIDENTS TO REMAIN INDEPENDENT AND ACTIVE FOR AS LONG AS POSSIBLE IN THEIR OWN HOME AND COMMUNITY. OUR MISSION IS TO PROMOTE THE WELL-BEING OF OLDER ADULTS THROUGH A PLANNED, COORDINATED AND COMPREHENSIVE SERVICE DELIVERY SYSTEM.Desc
Total Program Service Expenses$15,857,990TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document27IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee107EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKRISTEN SMITHPersonNm
Phone7244899100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 CHAMBER PLAZAAddressLine1Txt
CityCHARLEROICityNm
State AbbreviationPAStateAbbreviationCd
ZIP150221607ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KELLIE MCKEVITT
CEO1.0039.00Yes (X)$0$201,228$43,031
CHERYLD EMALA
COO1.0039.00Yes (X)$0$121,149$37,683
LESLIE GRENFELL
EXECUTIVE DI40.00$130,096$0$20,915Yes (X)
KRISTEN SMITH
CFO1.0039.00Yes (X)$0$106,648$26,055
KATHLEEN GUSTINE
DIRECTOR40.00$108,577$0$18,889Yes (X)
KAREN BENNETT
MEMBER1.00$0$0$0Yes (X)
RITA HRITZ
MEMBER1.00$0$0$0Yes (X)
CHARLES W TRUMP JR
SECRETARY/TR1.00Yes (X)$0$0$0Yes (X)
MICHAEL LUCAS
MEMBER1.00$0$0$0Yes (X)
BARBARA RAITANO
VICE PRESIDE1.00Yes (X)$0$0$0Yes (X)
DONNA RAMUSIVICH
MEMBER1.00$0$0$0Yes (X)
NANCY RIGGLE
MEMBER1.00$0$0$0Yes (X)
SHARON RUSSELL
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
REID SMITH
MEMBER1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$238,673TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$429,025TotReportableCompRltdOrgAmt
Total Other Compensation$146,573TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
SOUTHWESTERN PA HUMAN SERVICES
300 CHAMBER PLAZACHARLEROIPA15022ADMIN SERVICES$1,272,973
AGING SERVICES OF WASHINGTON COUNTY
100 WEST BEAU STREET SUITE 407WASHINGTONPA15301COMMUNITY SVCS$1,124,714
DIVERSIFIED HUMAN SERVICES
300 CHAMBER PLAZACHARLEROIPA15022COMMUNITY SVCS$1,068,662
PERFORMANCE FOOD SERVICE PITTSBURGH
226 EAST VIEW DRIVEMOUNT PLEASANTPA15666FOOD SERVICE$1,060,287
METZ CULINARY MANAGEMENT
TWO WOODLAND DRIVEDALLASPA18612FOOD SERVICE$1,029,450
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K20CntrctRcvdGreaterThan100KCnt
Government Grants$17,323,333GovernmentGrantsAmt
All Other Contributions$281,274AllOtherContributionsAmt
Total Contributions$17,604,607TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$17,604,607TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,403,909TotalAmt
Program Services$3,118,073ProgramServicesAmt
Management And General$285,836ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$193,943TotalAmt
Program Services$170,713ProgramServicesAmt
Management And General$23,230ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,197,025TotalAmt
Program Services$1,105,179ProgramServicesAmt
Management And General$91,846ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$257,841TotalAmt
Program Services$235,971ProgramServicesAmt
Management And General$21,870ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$636,354TotalAmt
Management And General$636,354ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$14,790TotalAmt
Management And General$14,790ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,769,864TotalAmt
Program Services$7,766,165ProgramServicesAmt
Management And General$3,699ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,846,260TotalAmt
Program Services$2,793,129ProgramServicesAmt
Management And General$53,131ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$10,424TotalAmt
Program Services$6,962ProgramServicesAmt
Management And General$3,462ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$450,175TotalAmt
Program Services$415,114ProgramServicesAmt
Management And General$35,061ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$149,156TotalAmt
Program Services$143,141ProgramServicesAmt
Management And General$6,015ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$657TotalAmt
Program Services$432ProgramServicesAmt
Management And General$225ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$3,406TotalAmt
Management And General$3,406ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$27,281TotalAmt
Program Services$21,318ProgramServicesAmt
Management And General$5,963ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER OPERATING EXPENSESDesc
Total$87,485TotalAmt
Program Services$81,793ProgramServicesAmt
Management And General$5,692ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,048,570TotalAmt
Program Services$15,857,990ProgramServicesAmt
Management And General$1,190,580ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,559,815BOYAmt
EOY$3,020,945EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$716,963BOYAmt
EOY$674,978EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,634BOYAmt
EOY$14,152EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,291,337LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,685,175LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$722,919BOYAmt
EOY$606,162EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$953,414EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,005,331BOYAmt
EOY$5,269,651EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,642,447BOYAmt
EOY$1,400,094EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$424,856BOYAmt
EOY$536,961EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$364BOYAmt
EOY$955,652EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,067,667BOYAmt
EOY$2,892,707EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,937,664BOYAmt
EOY$2,376,944EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,937,664BOYAmt
EOY$2,376,944EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,005,331BOYAmt
EOY$5,269,651EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$556,037ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$116,757OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,072,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,750,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,147,900CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,452,917CurrentTaxYearMinus1YearAmt
Current Tax Year$17,604,607CurrentTaxYearAmt
Total$89,028,701TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,072,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,750,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,147,900CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,452,917CurrentTaxYearMinus1YearAmt
Current Tax Year$17,604,607CurrentTaxYearAmt
Total$89,028,701TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$89,028,701PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$18,072,569CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$17,750,708CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,147,900CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,452,917CurrentTaxYearMinus1YearAmt
Current Tax Year$17,604,607CurrentTaxYearAmt
Total$89,028,701TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$219,974OtherCostOrOtherBasisAmt
Depreciation$219,974DepreciationAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$723,610OtherCostOrOtherBasisAmt
Depreciation$497,100DepreciationAmt
Book Value$226,510BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$596,881OtherCostOrOtherBasisAmt
Depreciation$560,398DepreciationAmt
Book Value$36,483BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$750,872OtherCostOrOtherBasisAmt
Depreciation$407,703DepreciationAmt
Book Value$343,169BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$606,162TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE ASSETSDesc
Book Value$953,414BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$953,414TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
OPERATING LEASE LIABILITIES$952,116
OTHER LIABILITIES$3,536
FieldValueIRS element (for citing)
Total Liability$955,652TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$17,604,607TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$17,604,607RevenueSubtotalAmt
Total Revenue Per Form990$17,604,607TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$17,048,570TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$17,048,570ExpensesSubtotalAmt
Total Expenses Per Form990$17,048,570TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationSPAAA QUALIFIES AS A TAX-EXEMPT, NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE IS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. SPAAA ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2023 AND 2022.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
KELLIE MCKEVITT
CEO$201,228$19,899$23,132$244,259
CHERYLD EMALA
COO$121,149$12,444$25,239$158,832
LESLIE GRENFELL
EXECUTIVE DIRECTOR$130,096$12,750$8,165$151,011

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990LINE 1: BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES (CONTINUED): COORDINATED, COLLABORATIVE APPROACH TO HEALTH AND HUMAN SERVICES TO ASSIST SENIORS WITH REMAINING IN THEIR HOMES AND COMMUNITIES FOR AS LONG AS POSSIBLE.
FORM 990, PART IIILINE 1: BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION (CONTINUED): COORDINATED, COLLABORATIVE APPROACH TO HEALTH AND HUMAN SERVICES TO ASSIST SENIORS WITH REMAINING IN THEIR HOMES AND COMMUNITIES FOR AS LONG AS POSSIBLE.
FORM 990, PAGE 6, PART VI, LINE 4IN ALL CASES, THE SPHS LAWS COMMITTEE REVIEWED THE BYLAWS AND UPDATED TO MODERNIZE LANGUAGE AND PRACTICE, IN PARTICULAR USE OF VIRTUAL/HYBRID MEETINGS. IN ADDITION, IF BYLAWS HAD LANGUAGE THAT NEEDED TO BE UPDATED FOR CULTURAL, DIVERSITY AND INCLUSIVE LANGUAGE, THOSE CHANGES WERE MADE AS WELL. THE SPHS BYLAWS COMMITTEE PRESENTED TO THE SPHS BOARD FOR FINAL ADOPTION AND THE AFFILIATE BOARDS ALSO REVIEWED AND ACCEPTED THE CHANGES.UPDATED BYLAWS CAN BE PROVIDED AS NEEDED.
FORM 990, PAGE 6, PART VI, LINE 6THE MEMBERSHIP OF SWPA AAA CONSISTS OF THE DIRECTORS OF SPHS. THE MEMBERSHIP HAS CERTAIN RESERVED POWERS OVER SWPA AAA AND THE MEMBERS ELECT THE DIRECTORS OF SWPA AAA. SWPA'S BYLAWS LIMIT THE MEMBERS WHO CAN SERVE AS DIRECTORS BY PROVIDING THAT THERE SHALL BE NO MORE THAN TWO SPHS DIRECTORS WHO ARE MEMBERS.
FORM 990, PAGE 6, PART VI, LINE 7ATHE MEMBERSHIP OF SWPA AAA CONSISTS OF THE DIRECTORS OF SPHS. THE MEMBERSHIP HAS CERTAIN RESERVED POWERS OVER SWPA AAA AND THE MEMBERS ELECT THE DIRECTORS OF SWPA AAA. SWPA'S BYLAWS LIMIT THE MEMBERS WHO CAN SERVE AS DIRECTORS BY PROVIDING THAT THERE SHALL BE NO MORE THAN TWO SPHS DIRECTORS WHO ARE MEMBERS.
FORM 990, PAGE 6, PART VI, LINE 7BTHE MEMBERSHIP OF SWPA AAA CONSISTS OF THE DIRECTORS OF SPHS. THE MEMBERSHIP HAS CERTAIN RESERVED POWERS OVER SWPA AAA AND THE MEMBERS ELECT THE DIRECTORS OF SWPA AAA. SWPA'S BYLAWS LIMIT THE MEMBERS WHO CAN SERVE AS DIRECTORS BY PROVIDING THAT THERE SHALL BE NO MORE THAN TWO SPHS DIRECTORS WHO ARE MEMBERS.
FORM 990, PAGE 6, PART VI, LINE 11BTHE CHIEF BUDGET OFFICER WILL REVIEW THE FORM 990 AND WILL ADDRESS ANY QUESTIONS TO THE FORM 990 PREPARER. SHE WILL THEN PROVIDE A COPY OF THE FORM 990 TO ALL BOARD MEMBERS. BOARD MEMBERS ARE REQUIRED TO REVIEW THE FORM 990 AND PROVIDE ANY CHANGES OR QUESTIONS BY A SET DEADLINE. ONCE QUESTIONS AND CHANGES ARE ADDRESSED, THE FORM 990 IS FINALIZED.
FORM 990, PAGE 6, PART VI, LINE 12CANY CONFLICTS ARE DISCUSSED BY THE BOARD AND THE EXECUTIVE VP/CEO AND ADDRESSED ACCORDINGLY.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION IS SET BY THE BOARD. WAGES ARE BASED ON COMPARABILITY DATA. SUCH AS COMPENSATION LEVELS PAID BY SIMILAR ORGANIZATIONS AND THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA.
FORM 990, PAGE 6, PART VI, LINE 15BCOMPENSATION IS SET BY THE BOARD. WAGES ARE BASED ON COMPARABILITY DATA. SUCH AS COMPENSATION LEVELS PAID BY SIMILAR ORGANIZATIONS AND THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA.
FORM 990, PAGE 6, PART VI, LINE 19SWPA AAA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GOTHER PURCHASED SERVICES 7,766,165 3,699 0
FORM 990, PART XI, LINE 9PROPERTY AND EQUIP PURCHASED WITH GRANT FUNDS 0 DEPREC ON PROP AND EQUIP PURCHASED W/ GRANT FUNDS -116,757 TOTAL -116,757

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Business Name Line2DisregardedEntityName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtBusiness Name Line2DirectControllingEntityName/BusinessNameLine2TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
COMPREHENSIVE COMMUNITY SERVICES
INC300 CHAMBERS PLAZACHARLEROIPA15022251843984RENTAL SVCPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
CONNECT INC
SERVICES INC300 CHAMBERS PLAZACHARLEROIPA15022251762305SUPP SVCPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
DIVERSIFIED HUMAN SERVICES INC
300 CHAMBERS PLAZACHARLEROIPA15022251492292DISABILITYPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
MON VALLEY COMMUNITY HEALTH
SERVICES INC300 CHAMBERS PLAZACHARLEROIPA15022251492290HEALTH SVCPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
SOUTHWEST BEHAVIORAL CARE INC
300 CHAMBERS PLAZACHARLEROIPA15022251633753SUB. ABUSEPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
SOUTHWEST PA HUMAN SERVICES INC
300 CHAMBERS PLAZACHARLEROIPA15022251492288MGMT SVCSPA501C310falseN/A
THE CARE CENTER
300 CHAMBERS PLAZACHARLEROIPA15022521034193REHAB SVCPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
THE MENTAL HEALTH ASSOCIATION IN
BUTLER300 CHAMBERS PLAZACHARLEROIPA15022251055319ADVOCACYPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxtBusiness Name Line2OtherOrganizationName/BusinessNameLine2Txt
DIVERSIFIED HUMAN SERVICES
M$1,273,301ACTUAL EXPENSES
SOUTHWESTERN PA HUMAN SERVICES
M$636,354ACTUAL EXPENSESINC
COMPREHENSIVE COUMMUNITY SERVICES
K$279,672ACTUAL EXPENSESINC

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