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 521773885 CHIMES METRO INC 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 34584422 0 X WWW.CHIMES.ORG X 1992 MD TO SUPPORT PEOPLE WITH DISABILITIES TO ENGAGE MORE FULLY IN LIFE'S OPPORTUNITIES. 11 9 676 9 0 0 0 0 27460727 33957216 0 1457 58032 625749 27518759 34584422 0 0 0 0 21544842 28764386 0 0 0 9936720 8059504 31481562 36823890 -3962803 -2239468 8286692 8551818 11371612 13876206 -3084920 -5324388 X SINCE ITS INCEPTION IN 1994, CHIMES DELAWARE'S SERVICES HAVE EXPANDED AND EVOLVED TO NOW INCLUDE VOCATIONAL, EMPLOYMENT, RESIDENTIAL, ALTERNATIVE ENRICHMENT, AND DUAL DISABILITY (MENTAL HEALTH / DEVELOPMENTAL DISABILITIES) PROGRAMS FOR MORE THAN 350 PEOPLE THROUGHOUT THE STATE WITH BARRIERS TO INDEPENDENT LIVING. 0 0 23357169 27746492 COMMUNITY LIVING OPTIONS - CHIMES OFFERS AN ARRAY OF SUPPORTED LIVING OPTIONS AND STAFFING ALTERNATIVES TO ENABLE INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES TO LIVE IN HOMES, APARTMENTS, AND COMMUNITIES OF THEIR CHOICE THROUGHOUT THE STATE OF DELAWARE. RESIDENTIAL OPTIONS RANGE FROM AGENCY-OPERATED, SINGLE FAMILY, HOMES AND APARTMENTS FOR PEOPLE WHO MAY REQUIRE 24-HOUR SUPPORT, TO IN-HOME SUPPORT FOR PEOPLE WHO FUNCTION AT A SEMI-INDEPENDENT LEVEL AND ONLY REQUIRE DROP-IN" SERVICES. SEVERAL OF CHIMES HOMES ARE FULLY ACCESSIBLE WITH SPECIALIZED ADAPTIVE EQUIPMENT. THE LEVEL AND TYPE OF SERVICES AND SUPPORTS VARY BASED ON THE INDIVIDUAL'S SPECIFIC NEEDS AND CHOICES. BEYOND ENSURING HEALTH AND SAFETY, CHIMES' STAFF ASSIST INDIVIDUALS IN BECOMING AS INDEPENDENT AS POSSIBLE BY HELPING THEM TO ACQUIRE NEW SKILLS, WHILE GIVING THEM OPPORTUNITIES TO PURSUE THEIR INTERESTS IN THE COMMUNITY. 7322533 6210724 DAY AND VOCATIONAL SERVICES - CHIMES DELAWARE OFFERS A VARIETY OF DAY SUPPORT AND EMPLOYMENT OPTIONS TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES THROUGHOUT THE STATE. THE SUPPORTS AND SERVICES ARE BOTH FACILITY AND COMMUNITY BASED, WITH INDIVIDUALS HAVING THE OPPORTUNITY TO MOVE WITHIN THE PROGRAMS AS THEIR NEEDS AND PREFERENCES CHANGE.THE NEWARK ENRICHMENT CENTER AND NEW BEGINNINGS PROGRAMS FOCUS ON MEANINGFUL LEISURE, SOCIAL, AND NON-WORK-RELATED ACTIVITIES AS AN ALTERNATIVE OPTION TO EMPLOYMENT SERVICES. PROGRAM PARTICIPANTS, WITH STAFF SUPPORT, HAVE THE OPPORTUNITY TO ENGAGE IN STRUCTURED ACTIVITIES, BOTH AT THE SITE AND IN THE COMMUNITY. ACTIVITIES ARE OUTCOME- ORIENTED AND DESIGNED TO MEET THE PERSON'S INDIVIDUALIZED NEEDS AND DESIRES WHILE HELPING TO REINFORCE AND ENHANCE MOBILITY, COMMUNICATION, SELF-CARE, SOCIALIZATION, AND LEISURE SKILLS.DEDICATED EMPLOYMENT PROGRAMS (NEWARK EMPLOYMENT CENTER AND THE IRV & PHYLLIS LEVIN EMPLOYMENT CENTER IN MILLSBORO, DELAWARE) ARE TAILORED TO INDIVIDUALS WHO HAVE A FOCUS ON PAID WORK AND EMPLOYMENT. WITH STAFF SUPPORT, PROGRAM PARTICIPANTS HAVE ACCESS TO WORK AND CAREER-BASED ASSESSMENTS, TRAINING, AND JOB PLACEMENT OPPORTUNITIES WHICH ARE GEARED TO THE INDIVIDUAL'S APTITUDES AND INTERESTS. 30679702 1 0 0 1 0 0 0 0 0 0 1 0 0 1 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 67 0 1 676 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD DE X X STEPHEN DARE 4103586400 4815 SETON DRIVE BALTIMORE MD 21215 STEPHEN DARE PRESIDENT/CEO 3.00 52.00 X X 0 519460 56828 KEVIN ZGORSKI TREASURER/CFO 3.00 52.00 X X 0 268906 17693 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 LIONEL LYLE DIRECTOR 2.00 8.00 X 0 0 0 MICHAEL MITCHELL DIRECTOR 2.00 8.00 X 0 0 0 MARK WOODWARD DIRECTOR 2.00 8.00 X 0 0 0 PAMELA OWENS DIRECTOR 2.00 8.00 X 0 0 0 CHARLES BUDD DIVISION DIRECTOR 40.00 X 105756 0 9705 BRIAN K JOHNSON CHIEF INFORMATION OFFICER 2.00 46.00 X 0 302576 48451 KATHLEEN M MCPEAKE ESQ CHIEF COMPLIANCE OFFICER 2.00 46.00 X 0 246983 55160 VIVIAN ATTANASIO DIRECTOR OPERATIONS (THRU 04/23) 40.00 X 170848 0 23692 TERENCE G BLACKWELL JR FORMER PRESIDENT/CEO 0.00 0.00 X 0 567413 9573 STACY DISTEFANO FORMER CHIEF OPERATING OFFICER 0.00 0.00 X 0 164000 0 276604 2069338 221102 2 1 1 0 US MEDICAL STAFFING LLC 1420 WALNUT STREET PHILADELPHIA PA 19102 TEMPORARY STAFFING 291886 THERAP SERVICES 333 KENNEDY DRIVE STE R101 TORRINGTON CT 06790 BILLING SOFTWARE 105250 DORIS J FIGUEROA 18 SOMERSET DRIVE WASHINGTONVILLE NY 10992 NURSING CONSULTANT 102173 3 GOVERNMENT CONTRACTS 624100 33957216 33957216 33957216 1457 0 1457 1457 1457 OTHER INCOME 900099 625749 625749 625749 34584422 33957216 0 627206 115461 96196 19265 23037426 19193555 3843871 463432 386107 77325 3257643 2714094 543549 1890424 1575000 315424 9000 9000 156107 137558 18549 640 533 107 845345 704296 141049 1474474 1228453 246021 71709 59744 11965 100717 83912 16805 865862 721390 144472 316304 263528 52776 CENTRAL AGENCY ADMIN EX 2377326 1980661 396665 BAD DEBT EXPENSE 543250 452607 90643 FOOD 481872 401470 80402 VEHICLES 461444 384451 76993 355454 296147 59307 36823890 30679702 6144188 0 78181 80346 2806852 2163524 110781 194051 11524830 6476049 5252297 5048781 38581 1065116 8286692 8551818 2506206 2645354 8865406 11230852 11371612 13876206 X -3084920 -5324388 -3084920 -5324388 8286692 8551818 -2239468 0 X X 0 1 X 1 1 1 X 40100 79757 2848792 2968649 25966323 27293542 23667817 27460727 33957216 138345625 26006423 27373299 26516609 27460727 33957216 141314274 0 0 0 141314274 79757 156415 58032 625749 919953 26006423 27453056 26673024 27518759 34582965 142234227 0.99350 0.99780 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 79,757. 2020 AMOUNT: $ 156,415. 2021 AMOUNT: $ 58,032. 2022 AMOUNT: $ 625,749. 1 1 0 0 0 0 1 9000 0 0 9000 0 PART II-B, LINE 1: PART II-B, LINE 1(A), VOLUNTEERS & LINE 1(B) PAID STAFF OR MANAGEMENT: STAFF AND BOARD MEMBERS ARE PERIODICALLY ASKED TO REACH OUT TO FEDERAL, STATE, AND LOCAL ELECTED OFFICIALS AND LEGISLATORS IN REGARD TO ISSUES OF CONCERN FOR THE PEOPLE WE SERVE AND THAT MAY EFFECT THE ORGANIZATION. THE COMPANY DOES NOT REQUIRE STAFF TO DO SO, NOR DOES IT DICTATE WHEN A PERSON SHOULD MAKE SUCH AN OUTREACH IF THEY CHOOSE TO. AS SUCH, IT IS POSSIBLE SOME STAFF MAY DO SO DURING THEIR WORKING DAY RATHER THAN ON THEIR OWN TIME. STAFF ARE NOT GIVEN TIME OFF FROM ASSIGNED TASKS TO MAKE SUCH OUTREACH. PART II-B, LINE 1(G), DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY: $9,000 WAS PAID TO THE BYRD GROUP LLC FOR LOBBYING EXPENSES. 880048 880048 5081403 1850738 3230665 2495041 2197809 297232 2131330 1692377 438953 937008 735125 201883 5048781 DEPOSITS 41241 ROU ASSET 1023875 1065116 DUE TO RELATED PARTIES 10075457 ACCRUED SEVERANCE 120000 LEASE LIABILITY 1035395 11230852 X 231497878 196913456 196913456 34584422 0 34584422 225131285 188307395 188307395 36823890 0 36823890 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 DC REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 105,460,757. CHIMES VA REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 7,495,476. CHIMES INT'L LTD. REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 15,690,899. 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 DC EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 97,884,028. CHIMES VA EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 7,255,502. CHIMES INT'L LTD. EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 15,991,451. 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 0 173452 0 90662 0 303299 0 1694 0 7879 0 576986 0 0 STEPHEN DARE PRESIDENT/CEO 0 503686 0 15000 0 774 0 45488 0 11340 0 576288 0 0 BRIAN K JOHNSON CHIEF INFORMATION OFFICER 0 302162 0 0 0 414 0 29571 0 18880 0 351027 0 0 KATHLEEN M MCPEAKE ESQ CHIEF COMPLIANCE OFFICER 0 236569 0 10000 0 414 0 25679 0 29481 0 302143 0 0 KEVIN ZGORSKI TREASURER/CFO 0 237851 0 29867 0 1188 0 5003 0 12690 0 286599 0 0 VIVIAN ATTANASIO DIRECTOR OPERATIONS (THRU 04/23) 155546 0 15000 0 302 0 4812 0 18880 0 194540 0 0 0 STACY DISTEFANO FORMER CHIEF OPERATING OFFICER 0 0 0 0 0 164000 0 0 0 0 0 164000 0 0 PART I, LINES 4A-B DURING THE YEAR THERE WAS A SEVERANCE PAYMENST 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 PROPERTLY REPORTED ON FORM 990, PART VII AND ON FORM 990, SCHEDULE J, PART II, COLUMN (C): -STEPHEN DARE: $36,338 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 XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. 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 INTERNATIONAL LTD 4815 SETON DRIVE BALTIMORE MD 21215 522000359 SUPPORTING SERVICE ORGANIZATION DE 501(C)(3) LINE 12C, III-FI N/A 0 CHIMES PA INC 467 CREAMERY WAY EXTON PA 19341 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 0 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 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0