2024-05-15T09:05:56-05:00 2023-06-30 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2022-07-01 522000359 CHIMES INTERNATIONAL LIMITED CHIM 4103586400 4815 SETON DRIVE BALTIMORE MD 21215 KEVIN ZGORSKI TREASURER/CFO 4103586400 2024-05-02 1 KEVIN ZGORSKI 999009999 1 KRISTEN BARNETT P01234578 8133162300 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHEN DARE 4815 SETON DRIVE BALTIMORE MD 21215 15690899 0 X WWW.CHIMES.ORG X 1996 DE TO LEAD, SUPPORT, AND PROMOTE THE EFFORTS OF EACH BUSINESS COMPONENT WITHIN THE CHIMES FAMILY OF SERVICES. 12 10 90 10 0 0 0 0 0 0 0 29338 13839078 15661561 13839078 15690899 0 0 0 0 8579792 9926512 0 0 0 6170283 6064939 14750075 15991451 -910997 -300552 31097378 30149020 35399126 34450768 -4301748 -4301748 X TO LEAD, SUPPORT, AND PROMOTE THE EFFORTS OF EACH BUSINESS COMPONENT WITHIN THE CHIMES FAMILY OF SERVICES. RECOGNIZING THE UNIQUENESS OF EACH CUSTOMER AND MARKET, WE WILL ENSURE INDIVIDUALLY AND COLLECTIVELY THE HIGHEST QUALITY AND COST EFFECTIVE COMMUNITY SUPPORTS AND EMPLOYMENT OPPORTUNITIES TO HELP PEOPLE HAVE BETTER LIVES. 0 0 15565297 CHIMES' MISSION IS TO HELP PEOPLE WITH DISABILITIES ENGAGE MORE FULLY IN LIFE'S OPPORTUNITIES, TO PROVIDE VOCATIONAL TRAINING AND JOB OPPORTUNITIES FOR PEOPLE WITH BARRIERS TO INDEPENDENT EMPLOYMENT, AND TO SUPPORT AND PROMOTE THE OVERALL HEALTH AND WELL-BEING OF PEOPLE BY HELPING THEM UNDERSTAND, MANAGE, AND OVERCOME PROBLEMS.CHIMES INTERNATIONAL PROVIDES MANAGEMENT AND OVERSIGHT OF CHIMES FAMILY OF SERVICES, WHICH PROVIDES A WIDE VARIETY OF OFFERINGS INCLUDING RESIDENTIAL SERVICES, SUPPORT OPTIONS, DAY HABILITATION, VOCATIONAL PROGRAMS, EMPLOYMENT, AND BEHAVIORAL HEALTH FOR MORE THAN 22,000 CHILDREN, ADOLESCENTS AND ADULTS IN SIX STATES, THE DISTRICT OF COLUMBIA, AND A FORMERLY AFFILIATED NOT FOR PROFIT IN ISRAEL.SINCE ITS FOUNDING IN 1947, CHIMES HAS ENDEAVORED TO ASSIST PEOPLE WITH INTELLECTUAL AND BEHAVIORAL CHALLENGES TO ACHIEVE THREE MAIN GOALS: -TO LIVE AS INDEPENDENTLY AS POSSIBLE, GUIDED BY CHOICE. -TO UNDERSTAND, RESPOND TO AND ACHIEVE THE POTENTIAL OF THEIR CAPABILITIES. -TO SERVE AS PRODUCTIVE, CONTRIBUTING MEMBERS OF THEIR COMMUNITYAFTER STARTING IN A BALTIMORE CHURCH AS A SPECIAL EDUCATION DAY SCHOOL SERVING FIVE STUDENTS AND THEIR FAMILIES, CHIMES HAS GROWN OVER THE YEARS AND EXPANDED ITS SERVICES TO MEET THE CHANGING NEEDS OF ITS COMMUNITY AND SERVE MORE THAN 22,000 PEOPLE CURRENTLY. 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 0 0 0 1 46 0 1 90 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X STEPHEN DARE 4103586400 4815 SETON DRIVE BALTIMORE MD 21215 ERIC DANIELSON CHAIRPERSON 2.00 10.00 X 0 0 0 KAREN HOLCOMB DIRECTOR 2.00 8.00 X 0 0 0 GEORGE ZUMBANO ESQ DIRECTOR 2.00 8.00 X 0 0 0 LISA HANES DIRECTOR 2.00 8.00 X 0 0 0 REETIKA KUMAR DIRECTOR 2.00 8.00 X 0 0 0 DIMITRIOS CAVATHAS DIRECTOR 2.00 8.00 X 0 0 0 LIONEL LYLE DIRECTOR 2.00 8.00 X 0 0 0 MARK WOODWARD DIRECTOR 2.00 8.00 X 0 0 0 MICHAEL MITCHELL DIRECTOR 2.00 8.00 X 0 0 0 PAMELA OWENS DIRECTOR 2.00 8.00 X 0 0 0 STEPHEN DARE PRESIDENT/CEO 40.00 15.00 X X 519460 0 56828 KEVIN R ZGORSKI TREASURER/CFO 40.00 15.00 X X 268906 0 17693 BRIAN K JOHNSON CHIEF INFORMATION OFFICER 40.00 8.00 X 302576 0 48451 KATHLEEN M MCPEAKE ESQ CHIEF COMPLIANCE OFFICER 40.00 8.00 X 246983 0 55160 SHELLY M SHAFFER VICE PRESIDENT FACILITIES 40.00 X 222886 0 16590 EARLE BOWMAN VP DEVELOPMENT - COMMUNICATION 40.00 X 202152 0 15426 PAMELA Z MEADOWS SR VP OF HR 40.00 X 360405 0 55836 DEBRA L JOHNSON DIRECTOR OF BENEFITS 40.00 X 179528 0 27371 DALE GOFF DIRECTOR OF TECHNOLOGY 40.00 X 150707 0 18995 JASON M VALUNTIS PURCHASING MANAGER 40.00 X 139142 0 12604 STEFANIE D NADEAU DIRECTOR RISK AND SAFETY 40.00 X 131033 0 2400 TERENCE G BLACKWELL JR FORMER PRESIDENT/CEO 0.00 0.00 X 567413 0 9573 STACY A DISTEFANO FORMER CHIEF OPERATING OFFICER 0.00 0.00 X 164000 0 0 3455191 0 336927 21 1 1 0 UKG INC PO BOX 930953 ATLANTA GA 31193 EMPLOYER HRIS SERVICES 977572 KALMIA CONSTRUCTION COMPANY 10230 SOUTHARD DRIVE BELTSVILLE MD 20705 CAPITAL PROJECTS 448049 ROBERT HALF INTERNATIONAL 12400 COLLECTIONS CENTER DRIVE CHICAGO IL 60693 TEMP LABOR 388328 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 ACCOUNTING/AUDITING 382213 NEVINS & ASSOCIATES CHARTERED 215 WASHINGTON AVENUE STE 110 TOWSON MD 21204 PUBLIC RELATIONS 199551 12 29338 29338 96264 0 96264 96264 96264 SHARED SERVICE COSTS 541900 15565297 15565297 15565297 15690899 15565297 0 125602 X 2389352 2389352 5369007 5369007 636696 636696 1477498 1477498 53959 53959 2526463 2526463 4648 4648 535020 535020 442 442 349709 349709 85779 85779 4751 4751 448152 448152 328465 328465 CONTRACT MAINT SERV 1520483 1520483 DUES AND SUBSCRIPTION 398041 398041 LICENSES & FEES 157645 157645 INTERCOMPANY EXPENSE 99501 99501 -394160 -394160 15991451 0 15991451 0 29359989 16557509 -41946 397394 444155 595753 11718057 10404589 923749 1313468 10000000 411431 1284896 31097378 30149020 7445078 9398387 8517424 7837414 19436624 17214967 35399126 34450768 X -4301748 -4301748 -4301748 -4301748 31097378 30149020 X -300552 300552 X X 0 1 X 1 1 1 X X X 3 CHIMES METRO INC 521773885 10 1 2377327 0 CHIMES VIRGINIA INC 541691952 10 1 537537 0 HOLCOMB ASSOCIATES 232093566 10 1 2447021 0 3 5361885 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION E, LINE 2A: CHIMES INTERNATIONAL'S SUPPORTED ORGANIZATIONS ARE LISTED IN FORM 990, SCHEDULE A, PART I, LINE 12G. CHIMES INTERNATIONAL PROVIDES ADMINISTRATIVE SUPPORT & MANAGEMENT ON BEHALF OF ITS SUPPORTED ORGANIZATIONS. THESE SERVICES ARE REIMBURSED TO CHIMES INTERNATIONAL IN FORM OF SHARED SERVICE COSTS. SERVICES RENDERED ARE ESSENTIAL FOR EACH SUPPORTED ORGANIZATION TO CARRY OUT ITS EXEMPT MISSION AND ARE RENDERED ON AN AS-NEEDED BASIS. CHIMES INTERNATIONAL DOES NOT UNDERGO ANY ACTIVITIES OTHER THAN THOSE TO PROVIDE MANAGEMENT AND SUPPORT. PART IV, SECTION D, LINE 3: THE SUPPORTED ORGANIZATIONS OF CHIMES INTERNATIONAL HAVE A SIGNIFICANT VOICE IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME AND ASSETS BY MEANS OF RECEIVING ADMINISTRATIVE SUPPORT ON AN AS-NEEDED BASIS. PART IV, SECTION E, LINE 2B: CHIMES INTERNATIONAL PROVIDES ESSENTIAL MANAGEMENT AND SUPPORT SERVICES THAT WOULD HAVE TO BE PROVIDED BY EACH SUPPORTED ORGANIZATION BUT FOR CHIMES INTERNATIONAL'S INVOLVEMENT. 925690 207470 718220 787030 569100 217930 9861905 9531591 330314 143432 96428 47004 1313468 DUE TO RELATED PARTY 16748338 LEASE LIABILITY 466629 17214967 X 231497878 215806979 215806979 15690899 0 15690899 225131285 209139834 209139834 15991451 0 15991451 PART X, LINE 2: THE ORGANIZATION'S ENTITIES ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE NOT CONSIDERED PRIVATE FOUNDATIONS. NONE OF THE ORGANIZATION'S ACTIVITIES, WITH THE EXCEPTION OF INTERNATIONAL, ARE SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: THE CHIMES REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 41,647,844. CHIMES METRO REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 34,584,422. CHIMES DC REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 105,460,757. CHIMES VA REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 7,495,476. HOLCOMB ASSOCIATES REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 39,405,407. CHIMES FOUNDATION REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 2,477,818. ELIMINATION ENTRIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -15,565,297. INTEREST RATE SWAP 300,552. PART XII, LINE 2D - OTHER ADJUSTMENTS: THE CHIMES EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 45,713,195. CHIMES METRO EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 36,823,890. CHIMES DC EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 97,884,028. CHIMES VA EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 7,255,502. HOLCOMB ASSOCIATES EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 35,898,459. CHIMES FOUNDATION EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 1,130,057. ELIMINATION ENTRIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -15,565,297. X X X X X 1 1 0 0 0 0 0 0 0 TERENCE G BLACKWELL JR FORMER PRESIDENT/CEO 173452 0 90662 0 303299 0 1694 0 7879 0 576986 0 0 0 STEPHEN DARE PRESIDENT/CEO 503686 0 15000 0 774 0 45488 0 11340 0 576288 0 0 0 PAMELA Z MEADOWS SR VP OF HR 309246 0 50385 0 774 0 34106 0 21730 0 416241 0 0 0 BRIAN K JOHNSON CHIEF INFORMATION OFFICER 302162 0 0 0 414 0 29571 0 18880 0 351027 0 0 0 KATHLEEN M MCPEAKE ESQ CHIEF COMPLIANCE OFFICER 236569 0 10000 0 414 0 25679 0 29481 0 302143 0 0 0 KEVIN R ZGORSKI TREASURER/CFO 237851 0 29867 0 1188 0 5003 0 12690 0 286599 0 0 0 SHELLY M SHAFFER VICE PRESIDENT FACILITIES 207478 0 15000 0 408 0 3900 0 12690 0 239476 0 0 0 EARLE BOWMAN VP DEVELOPMENT - COMMUNICATION 201430 0 0 0 722 0 6060 0 9366 0 217578 0 0 0 DEBRA L JOHNSON DIRECTOR OF BENEFITS 161585 0 16140 0 1803 0 5053 0 22318 0 206899 0 0 0 DALE GOFF DIRECTOR OF TECHNOLOGY 142089 0 8448 0 170 0 4314 0 14681 0 169702 0 0 0 STACY A DISTEFANO FORMER CHIEF OPERATING OFFICER 0 0 0 0 164000 0 0 0 0 0 164000 0 0 0 JASON M VALUNTIS PURCHASING MANAGER 127627 0 11367 0 148 0 4019 0 8585 0 151746 0 0 0 PART I, LINES 4A-B DURING THE YEAR THERE WERE SEVERANCE PAYMENTS MADE TO STACY DISTEFANO OF $164,000 AND TERENCE BLACKWELL OF $302,508. ALL AMOUNTS ARE PROPERLY REPORTED ON FORM W-2 AND IN FORM 990, PART VII AND ON FORM 990, SCHEDULE J, PART II. THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN. ALL AMOUNTS ARE PROPERLY REPORTED ON FORM 990, PART VII AND ON FORM 990, SCHEDULE J, PART II, COLUMN (C): -STEPHEN DARE: $36,338 -BRIAN K. JOHNSON: $21,600 -PAMELA MEADOWS: $24,956 -KATHLEEN M. MCPEAKE: $18,692 PART II: THE COMPANY PROVIDES BASIC LIFE INSURANCE EQUAL TO THE AMOUNT OF THE EMPLOYEES SALARY, UP TO $200,000. THE EMPLOYEES ARE TAXED ON THE COST OF THE INSURANCE IN EXCESS OF $50,000. NONTAXABLE PAYMENTS ARE RECORDED IN COLUMN D. ANY POTENTIAL TAXABLE PAYMENTS ARE REPORTED IN COLUMN B. THE COMPANY'S CONTRIBUTION TOWARDS THE EMPLOYEE'S COMPANY-PROVIDED HEALTH INSURANCE IS REPORTED IN COLUMN D. THE COMPANY'S CONTRIBUTIONS TO AN INDIVIDUAL'S 403(B) RETIREMENT PLAN ACCOUNT ARE REPORTED IN COLUMN C. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS FORM 990 PRIOR TO THE FILING DEADLINE. THE REMAINING BOARD MEMBERS ARE SUBSEQUENTLY PROVIDED A COPY. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. AT EACH MEETING OF THE BOARD A SCHEDULE OF CONFLICTS OF INTEREST, IF ANY ARE PROVIDED TO MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT COMPENSATION COMMITTEE OF THE CHIMES INTERNATIONAL BOARD OF DIRECTORS FOLLOWS THE PROCESS DESCRIBED IN THE IRS INTERMEDIATE SANCTIONS RULES WHEN DETERMINING THE COMPENSATION OF THE INDIVIDUALS ON PART VI, LINES 15A AND 15B. MEMBERS OF THE INDEPENDENT COMPENSATION COMMITTEE OF THE CHIMES INTERNATIONAL BOARD OF DIRECTORS SIT ON VARIOUS BOARDS OF RELATED CHIMES FAMILY OF SERVICES ENTITIES. THIS COMMITTEE SERVES AS THE INDEPENDENT COMPENSATION COMMITTEE FOR ALL BOARDS OF RELATED ORGANIZATIONS. SPECIFICALLY, THE COMMITTEE: (1) IS COMPOSED ENTIRELY OF NON-EMPLOYEE VOLUNTEER DIRECTORS WHO HAVE NO FAMILIAL, BUSINESS OR SIGNIFICANT PERSONAL RELATIONSHIPS WITH CHIMES INTERNATIONAL, ITS RELATED COMPANIES OR ITS EXECUTIVES. (2) ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO COMPILE APPROPRIATE COMPARABILITY DATA (INCLUDING COMPENSATION MARKET INFORMATION FOR PEERS WITH WHOM CHIMES FAMILY OF SERVICES COMPETES FOR EXECUTIVE TALENT) FOR COMMITTEE RELIANCE. THE COMMITTEE WILL MEET WITH REPRESENTATIVES OF THE CONSULTING FIRM OR COUNSEL TO REVIEW THIS DATA IN DETAIL. (3) REVIEWS ALL ELEMENTS OF EXECUTIVES' TOTAL COMPENSATION, INCLUDING BUT NOT LIMITED TO BASE SALARY, BONUSES, PERQUISITES, FRINGE BENEFITS, AND INCENTIVE AND DEFERRED COMPENSATION ARRANGEMENTS. UPON THE EXECUTIVE'S HIRE, AND AT EACH POINT IN TIME THEREAFTER AT WHICH A NEW OR REVISED COMPENSATION ARRANGEMENT IS UNDER CONSIDERATION WITH RESPECT TO THE EXECUTIVE, THE COMMITTEE MEETS WITH COUNSEL AND/OR WITH ITS INDEPENDENT COMPENSATION CONSULTING FIRM BEFORE THE ARRANGEMENT IS IMPLEMENTED TO EVALUATE THE REASONABLENESS OF THE ARRANGEMENT BY COMPARING BOTH THE ARRANGEMENT ITSELF AND THE EXECUTIVE'S ENTIRE COMPENSATION PACKAGE TO COMPENSATION PACKAGES PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. (4) DOCUMENTS, CONCURRENTLY WITH ITS DETERMINATION, THE BASIS FOR ITS DETERMINATION IN THE MINUTES OF ITS MEETING. THESE MINUTES ARE REVIEWED, REVISED IF NECESSARY AND APPROVED AT THE FOLLOWING MEETING OF THE COMMITTEE. (5) RETAINS RECORDS CONCERNING THE COMMITTEE'S COMPLIANCE WITH THE IRS INTERMEDIATE SANCTIONS RULES. II. ON A PERIODIC BASIS, THE COMMITTEE USES THE PROCESS DESCRIBED ABOVE TO EVALUATE THE POSITIONS OF COO/EVP OPERATIONS, CFO/EVP FINANCE AND CEO/PRESIDENT. IN ADDITION, PERIODIC COMPENSATION STUDIES ARE OBTAINED FOR PURPOSES OF ESTABLISHING BASELINE COMPENSATION INFORMATION FOR THE COMMITTEE. CURRENTLY, THE COMMITTEE IS USING COMPENSATION STUDIES OBTAINED IN THE FOLLOWING TAX YEARS FOR THEIR RESPECTIVE POSITIONS: POSITION & YEAR COO/EVP OPERATIONS - 2019 CFO/EVP FINANCE - 2019 CEO/PRESIDENT - 2019 COO'S RELATED ORGANIZATIONS - 2019 FORM 990, PART VI, SECTION C, LINE 18 THESE DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE AS WELL AS UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE TO ANY MEMBER OF THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,526,463. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,526,463. FORM 990, PART XI, LINE 9: GAIN ON INTEREST RATE SWAP 300,552. CHIMES DISTRICT OF COLUMBIA INC 4815 SETON DRIVE BALTIMORE MD 21215 541691953 SUPPORTING SERVICE ORGANIZATION DC 501(C)(3) LINE 12B, II THE CHIMES INC 0 CHIMES METRO INC 4815 SETON DRIVE BALTIMORE MD 21215 521773885 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. MD 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 1 CHIMES PA INC 4815 SETON DRIVE BALTIMORE MD 21215 233007932 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. PA 501(C)(3) PF HOLCOMB ASSOCIATES INC 0 CHIMES VIRGINIA INC 4815 SETON DRIVE BALTIMORE MD 21215 541691952 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. VA 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 1 HOLCOMB ASSOCIATES INC 467 CREAMERY WAY EXTON PA 19341 232093566 PROVIDES SERVICES FOR INDIVIDUALS WITH MENTAL HEALTH AND SUBSTANCE PA 501(C)(3) LINE 7 CHIMES INTERNATIONAL LTD 1 THE CHIMES INC 4815 SETON DRIVE BALTIMORE MD 21215 520575305 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. MD 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 CHIMES METRO INC Q 2377327 CASH CHIMES VIRGINIA INC Q 537537 CASH HOLCOMB ASSOCIATES INC Q 2447021 CASH THE CHIMES INC Q 2794587 CASH