2024-05-15T10:00:06-05:00 2023-06-30 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2022-07-01 232093566 HOLCOMB ASSOCIATES INC HOLC 6103631488 467 CREAMERY WAY EXTON PA 19341 KEVIN ZGORSKI TREASURER/CFO 6103631488 2024-05-15 1 KEVIN ZGORSKI 999009999 1 KRISTEN BARNETT P01234578 8133162300 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HOLCOMB BEHAVIORAL HEALTH SYSTEMS STEPHEN DARE 467 CREAMERY WAY EXTON PA 19341 39405407 0 X WWW.CHIMES.ORG; WWW.HOLCOMB-BHS.ORG X 1979 PA TO SUPPORT AND PROMOTE THE OVERALL HEALTH AND WELL-BEING OF PEOPLE BY HELPING THEM UNDERSTAND, MANAGE, AND OVERCOME PROBLEMS. 12 10 724 10 0 0 20000 0 33191550 39405045 10031 362 0 0 33221581 39405407 0 0 0 0 20932787 24368219 0 0 0 10257793 11530240 31190580 35898459 2031001 3506948 13421015 21297225 7951837 12321099 5469178 8976126 X TO SUPPORT AND PROMOTE THE OVERALL HEALTH AND WELL-BEING OF PEOPLE BY HELPING THEM UNDERSTAND, MANAGE, AND OVERCOME PROBLEMS. 0 0 28931618 39405045 CHIMES INTERNATIONAL IS THE SOLE MEMBER OF HOLCOMB ASSOCIATES, INC./AKA HOLCOMB BEHAVIORAL HEALTH SYSTEMS/ CHIMES HOLCOMB PROVIDES A COMPREHENSIVE RANGE OF BEHAVIORAL HEALTH, SUBSTANCE ABUSE, AND INTELLECTUAL DISABILITY SERVICES AND SUPPORTS FOR CHILDREN, ADOLESCENTS, FAMILIES, AND ADULTS IN SOUTHEAST PENNSYLVANIA, DELAWARE AND NEW JERSEY. THESE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, CLINIC-BASED TREATMENT SERVICES, COMMUNITY-BASED TREATMENT SERVICES AND SUPPORTS, RESIDENTIAL SERVICES, PSYCHOSOCIAL SERVICES, MENTAL HEALTH CRISIS SERVICES, AND SUBSTANCE ABUSE AND MENTAL HEALTH PREVENTION AND EDUCATION SERVICES. IN THE PAST YEAR, HOLCOMB BEHAVIORAL HEALTH SYSTEMS/CHIMES HOLCOMB PROVIDED SERVICES TO MORE THAN 21,000 PEOPLE.THE SIX PRIMARY CATEGORIES OF SERVICES HOLCOMB/CHIMES PENNSYLVANIA PROVIDE CRITICAL RESOURCES TO THE MOST VULNERABLE SEGMENTS OF THE COMMUNITIES THE ORGANIZATION SERVES.CLINIC-BASED TREATMENT SERVICES - HOLCOMB'S OUTPATIENT SERVICES ENCOMPASS A RANGE OF TREATMENT AND SUPPORTS FOR INDIVIDUALS AND FAMILIES FACING VARIOUS LIFE CIRCUMSTANCES AND CHALLENGES. SPECIALIZED SERVICE OPTIONS INCLUDE MENTAL HEALTH COUNSELING, SUBSTANCE ABUSE COUNSELING, PSYCHIATRIC AND MEDICATION MANAGEMENT SERVICES, AND LEVEL-OF-CARE AND FORENSIC ASSESSMENT SERVICES. COMMUNITY-BASED TREATMENT SERVICES AND SUPPORTS - HOLCOMB OFFERS A WIDE VARIETY OF SPECIALIZED IN-COMMUNITY AND IN-HOME SERVICES. THESE INCLUDE MULTI-FACETED PROGRAMS: BEHAVIORAL HEALTH REHABILITATION SERVICES (PROVIDES BEHAVIORAL MANAGEMENT AND MOBILIZED THERAPY TO CHILDREN IN THE HOME AND/OR SCHOOL SETTINGS) AND FAMILY-BASED MENTAL HEALTH SERVICES (PROVIDES TEAM-DELIVERED THERAPY AND CASE MANAGEMENT SERVICES TO CHILDREN AND THEIR FAMILIES IN THEIR NATURAL LIVING ENVIRONMENT, AS A METHOD OF REDUCING THE NEED FOR OUT-OF-HOME PLACEMENTS AND PSYCHIATRIC HOSPITALIZATIONS). OTHER SERVICES IN THIS CATEGORY ARE MOBILE MENTAL HEALTH SERVICES AND COMMUNITYINTELLECTUAL AND DEVELOPMENTAL DISABILITY WAIVER SERVICES (WHICH INCLUDES VARIOUS IN-HOME/IN-COMMUNITY SUPPORTS DESIGNED TO MAXIMIZE AN INDIVIDUAL'S INDEPENDENCE).RESIDENTIAL SERVICES - HOLCOMB OFFERS SEVERAL TYPES OF RESIDENTIAL SERVICE OPTIONS BASED ON THE LEVEL OF SUPPORT AND TYPE OF ENVIRONMENT AN INDIVIDUAL MOST NEEDS. THESE INCLUDE COMMUNITY RESIDENTIAL REHABILITATION PROGRAMS, PERSONAL CARE HOMES, COMMUNITY HOMES FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES, AND CRISISRESIDENTIAL SERVICES.PSYCHOSOCIAL SERVICES - HOLCOMB PROVIDES BOTH TREATMENT AND NON-TREATMENT PSYCHOSOCIAL SERVICES (AND RELATED SUPPORTS) AIMED AT COMPLEMENTING OTHER SERVICE OFFERINGS OR THAT CAN BE PROVIDED AS A STAND-ALONE SERVICE, DEPENDING ON AN INDIVIDUAL'S SPECIFIC NEEDS. THESE SERVICES INCLUDE BLENDED/INTENSIVE CASE MANAGEMENT AND RESOURCE COORDINATION, BOTH MOBILE AND SITE-BASED PSYCHIATRIC REHABILITATION, TRUANCY SERVICES, AND HOUSING SUPPORT SERVICES.MENTAL HEALTH CRISIS SERVICES - IN ADDITION TO PROVIDING CRISIS RESIDENTIAL SERVICES, HOLCOMB OFFERS 24/7 CRISIS HOTLINE SERVICES AND IN-COMMUNITY CRISIS INTERVENTION SERVICES; ALL ARE DESIGNED TO SAFELY ASSIST AND SUPPORT INDIVIDUALS IN ADDRESSING ACUTE BEHAVIORAL HEALTH EXPERIENCES AND CIRCUMSTANCES ULTIMATELY LINKING WITH ONGOING PERSONAL SUPPORTS ONCE STABILIZATION OCCURS.SUBSTANCE ABUSE AND MENTAL HEALTH PREVENTION & EDUCATION SERVICES - HOLCOMB PROVIDES A COMPREHENSIVE ARRAY OF PREVENTION AND EDUCATION SERVICES TO CHILDREN, ADOLESCENTS, AND ADULTS IN AN EFFORT TO DEVELOP PERSONAL AWARENESS AND SKILLS WHICH HELP TO MITIGATE THE ONSET OF MENTAL HEALTH OR SUBSTANCE ABUSE CHALLENGES. THIS INCLUDES NUMEROUS EVIDENCE-BASED/ EVIDENCE-SUPPORTED PRACTICES AND CURRICULA AIMED AT BOTH GENERAL AND HIGH-RISK POPULATIONS AND MULTI-FACETED PREVENTION, ASSESSMENT, AND INTERVENTION OFFERINGS SUCH AS STUDENT ASSISTANCE PROGRAMS, MENTAL HEALTH FIRST TRAINING, AND STRENGTHENING FAMILIES PROGRAMS FOR YOUTH AND THEIR PARENTS (AMONG MANY OTHERS). 28931618 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 1 0 0 0 1 67 0 1 724 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 PA X X STEPHEN DARE 6103631488 4815 SETON DRIVE BALTIMORE MD 21215 STEPHEN DARE PRESIDENT AND 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 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 NICOLE BROWN CHIEF OPERATING OFFICER 40.00 X 169120 0 4885 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 TENESA RIVERA JEFFRESS PSYCHIATRIST 40.00 X 253842 0 6499 APRIL S LADAVAC PSYCHIATRIST 40.00 X 223588 0 37640 SCOTT BERMAN PSYCHIATRIST (THRU 11/22) 40.00 X 160960 0 4794 ADELOLA ADEKUNLE NURSE PRACTITIONER 40.00 X 147866 0 9134 FREDRICK A SMOCK HUMAN RSRCS DIRECTOR (THRU 1/23) 40.00 X 135919 0 29340 TERENCE G BLACKWELL JR FORMER PRESIDENT/CEO 0.00 0.00 X 0 567413 9573 STACY A DISTEFANO FORMER CHIEF OPERATING OFFICER 0.00 0.00 X 0 164000 0 1091295 2069338 279997 8 1 1 0 NETSMART PO BOX 823519 PHILADELPHIA PA 19182 TECHNOLOGY SERVICES 508573 US MEDICAL STAFFING LLC PO BOX 3383 OMAHA NE 68103 STAFFING SERVICES 394623 GEORGE P LINKE JR 106 BROOKHOLLOW DRIVE DOWNINGTON PA 19335 RECRUITER 260192 IMRAN POSNER 821 CASTLEFINN LANE BRYN MAWR PA 19010 MEDICAL DIRECTOR 167431 MICHAEL BRIAN WHITE 1170 EAST KINGS HIGHWAY COATESVILLE PA 19320 RENOVATIONS AND REPAIRS 125350 6 MEDICARE/MEDICAID PAY. 624100 19362951 19362951 FEES/CONTRACTS GOV'T 624100 14733373 14733373 PRIVATE FEES 624100 4345966 4345966 CLIENT INCOME 624100 962755 962755 39405045 362 362 39405407 39405045 0 362 174005 140236 33769 19597319 15794052 3803267 264215 212939 51276 2569609 2070923 498686 1763071 1420910 342161 186474 150285 36189 7499 6044 1455 1782647 1436687 345960 662166 533659 128507 1585330 1277664 307666 54663 44055 10608 81836 65954 15882 1793449 1445393 348056 409823 330288 79535 CENTRAL AGENCY ADMIN EX 2447024 1972128 474896 TEMPORARY STAFF 1159029 934095 224934 BAD DEBT 350942 282834 68108 PROGRAM ACTIVITY 271926 219153 52773 737432 594319 143113 35898459 28931618 6966841 0 5009119 5329213 3396101 3168350 370227 710791 9954104 5894223 4076286 4059881 569282 8028990 13421015 21297225 6454636 4496244 997933 750220 134700 142093 357175 6939935 7951837 12321099 X 3987032 8976126 1482146 0 5469178 8976126 13421015 21297225 3506948 0 X X 0 1 X 1 1 1 X 106575 439860 818771 20000 0 1385206 106575 439860 818771 20000 1385206 17029 1368177 15 194 23 31 362 625 12737 12737 1398568 167268597 0.97830 0.97890 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 12,737. 1 0 614000 614000 4209950 1713837 2496113 1023856 378743 645113 1590723 1486425 104298 2515575 2315218 200357 4059881 RESIDENT FUNDS 70646 DUE FROM RELATED ENTITY 1376904 ROU ASSET 6581440 8028990 RESIDENT FUNDS PAYABLE 70646 LEASE LIABILITY 6869289 6939935 X 39405407 0 39405407 0 39405407 35898459 0 35898459 0 35898459 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. 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 AND 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 APRIL S LADAVAC PSYCHIATRIST 223318 0 0 0 270 0 7870 0 29770 0 261228 0 0 0 TENESA RIVERA JEFFRESS PSYCHIATRIST 253680 0 0 0 162 0 5916 0 583 0 260341 0 0 0 NICOLE BROWN CHIEF OPERATING OFFICER 163072 0 5914 0 134 0 4885 0 0 0 174005 0 0 0 SCOTT BERMAN PSYCHIATRIST (THRU 11/22) 160960 0 0 0 0 0 4794 0 0 0 165754 0 0 0 FREDRICK A SMOCK HUMAN RSRCS DIRECTOR (THRU 1/23) 130691 0 5000 0 228 0 4191 0 25149 0 165259 0 0 0 STACY A DISTEFANO FORMER CHIEF OPERATING OFFICER 0 0 0 0 0 164000 0 0 0 0 0 164000 0 0 ADELOLA ADEKUNLE NURSE PRACTITIONER 147760 0 0 0 106 0 0 0 9134 0 157000 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 -TENESA RIVERA JEFFRESS: $367 -APRIL S. LADAVAC: $1,246 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 ANDCEO/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 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 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 1 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 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