2025-05-12T14:41:59-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 293 EISENHOWER PARKWAY LIVINGSTON NJ 07039 990 2023-07-01 223265546 SERV FOUNDATION INC SERV 6094060100 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 BOB ROSVOLD CHIEF FINANCIAL OFFICER 6094060100 2025-05-12 1 1 BRIDGET HARTNETT P01429163 9739949494 2025-05-12 2023 2025-03-06 01:10:19Z BOB ROSVOLD 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 2060206 0 X WWW.SERVBHS.ORG X 1993 NJ TO RAISE FUNDS IN SUPPORT OF THE SERV PROGRAMS, WHICH OPERATE THROUGH RELATED AFFILIATES. 8 7 0 11 0 0 3125121 1805354 0 0 48353 193466 77550 61386 3251024 2060206 3015022 1500000 0 0 208339 224969 0 0 233395 370442 315404 3593803 2040373 -342779 19833 4368294 13236370 835273 1254675 3533021 11981695 X TO PROVIDE INNOVATIVE PROGRAMS FOR INDIVIDUALS IN SERV BEHAVIORAL HEALTH SYSTEM, INC.'S FAMILY OF COMPANIES WHO STRUGGLE WITH DEBILITATING MENTAL ILLNESSES OR INTELLECTUAL/DEVELOPMENTAL DISABILITIES. BY CREATING PARTNERSHIPS WITH INDIVIDUALS AND ORGANIZATIONS, SERV FOUNDATION DEVELOPS AWARENESS IN THE COMMUNITY AND PROVIDES FINANCIAL SUPPORT FOR EXCEPTIONAL PROGRAMS BENEFITING INDIVIDUALS, THEIR FAMILIES, AND THE COMMUNITY AT LARGE. 0 0 1501216 1500000 THE SERV FOUNDATION RAISES FUNDS TO PROVIDE INNOVATIVE PROGRAMS FOR INDIVIDUALS IN THE SERV BEHAVIORAL HEALTH SYSTEM'S FAMILY OF COMPANIES WHO STRUGGLE WITH DEBILITATING MENTAL ILLNESSES OR DEVELOPMENTAL DISABILITIES. BY CREATING PARTNERSHIPS WITH INDIVIDUALS AND ORGANIZATIONS, THE FOUNDATION DEVELOPS AWARENESS IN THE COMMUNITY AND PROVIDES FINANCIAL SUPPORT FOR EXCEPTIONAL PROGRAMS BENEFITING OUR CONSUMERS, THEIR FAMILIES AND THE COMMUNITY AT LARGE.THE SERV FOUNDATION SCHOLARSHIP FUND WAS ESTABLISHED IN 2004 TO PROVIDE TUITION AID TO SERV'S ADULT CONSUMERS WHO WOULD LIKE TO CONTINUE THEIR EDUCATIONAL GOALS BUT HAVE EXHAUSTED ALL SOURCES OF FINANCIAL AID. THE ANNUAL WELLNESS & DEVELOPMENT CONFERENCE WAS INITIATED BY THE SERV FOUNDATION IN 2002 TO SUPPORT SERV CONSUMERS AS THEY WORK TOWARD THEIR GOAL OF OVERALL WELLNESS. HOWEVER, THEY DID SPONSOR A VIRTUAL WELLNESS EVENT FOR SERV CONSUMERS AND STAFF TITLED "SELFCARE IN THE PANDEMIC", FEATURING MOTIVATIONAL SPEAKER ANTHONY MCLEAN. DURING HIS PRESENTATION, MCLEAN DISCUSSED HOW TO COPE WITH STRESS AND ANXIETY AND TAKE CARE OF YOURSELF DURING THE PANDEMIC. 1501216 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 7 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 NJ X BOB ROSVOLD CHIEF FINANCIAL OFFICER 6094060100 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 REGINA WIDDOWS CHIEF EXECUTIVE OFFICER/PRESIDENT 2.00 38.00 X X 0 486188 58960 ANDRE CALDINI CHAIRPERSON 5.00 0.00 X X 0 0 0 RICH DIACONT CHAIRPERSON 5.00 1.00 X X 0 0 0 WARD BAUMAN SECRETARY 2.00 0.00 X X 0 0 0 BARBARA BYRNE CPA BOARD MEMBER 2.00 0.00 X 0 0 0 PETER POGANY RP BOARD MEMBER 2.00 0.00 X 0 0 0 RAVI KHEHAR BOARD MEMBER 2.00 0.00 X 0 0 0 KISHA ROSE BOARD MEMBER 2.00 0.00 X 0 0 0 CAROLYN MAYO SENIOR VP DEVELOPING & MARKETING 2.00 38.00 X 0 134192 29763 ROBERT ROSVOLD CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 214233 38277 VALERIE DION CHIEF LEGAL OFFICER 2.00 38.00 X 0 240925 48708 ROBERT BACON CHIEF OPERATING OFFICER 2.00 38.00 X 0 227059 40295 TOLULOPE KOLAWOLE PSYCHIATRIC NURSE PRACTITIONER 2.00 38.00 X 0 160977 33876 JOSEPH MAMMAN RESIDENTIAL COUNSELOR 2.00 38.00 X 0 141343 15901 ALFONSO BROWN SENIOR DIRECTOR OF REVENUE CYCLE 2.00 38.00 X 0 124199 12267 AMEERAH RASHEED RESIDENTIAL COUNSELOR 2.00 38.00 X 0 116785 32323 CARLA NASH RESIDENTIAL COUNSELOR 2.00 38.00 X 0 116062 16340 0 1961963 326710 0 0 1 0 0 1500000 305354 191000 1805354 181046 181046 61386 0 61386 61386 61386 12420 0 12420 12420 12420 2060206 0 0 254852 1500000 1500000 175043 175043 12889 12889 23200 23200 13837 13837 5583 5583 2311 2311 12069 12069 35541 35541 8426 8426 6645 6645 14240 14240 84653 84653 523 523 11387 11387 5310 5310 ADMINISTRATIVE OVERHEAD 62931 62931 STAFF APPRECIATION EVEN 50279 50279 DUES & SUBSCRIPTIONS 5218 5218 HR/PAYROLL SERVICES 3333 3333 6955 1216 5739 2040373 1501216 305762 233395 201308 242632 102152 145666 2250 250 98341 129522 289230 257989 74304 108855 745000 184902 431130 560098 2688187 11314980 481392 476378 4368294 13236370 234668 284371 94696 600605 875608 835273 1254675 X 3363303 11811977 169718 169718 3533021 11981695 4368294 13236370 X 19833 621087 7807754 X X 0 0 0 X 61696 1345563 175364 3125121 1805354 6513098 61696 1345563 175364 3125121 1805354 6513098 6513098 190409 1018729 176435 134581 242432 1762586 8275684 0.78700 0.73180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 187907 187907 362093 171902 190191 195000 13000 182000 560098 DUE TO AFFLILIATES 875608 875608 X PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS IN REGARD TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECORDED TAX BENEFITS IN INCOME TAX EXPENSE. NO INTEREST AND PENALTIES WERE RECORDED DURING 2024 AND 2023. AT JUNE 30, 2024 AND 2023, THERE ARE NO SIGNIFICANT INCOME TAX UNCERTAINTIES. 1 SERV PROPERTIES & MANAGEMENT INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 223265548 501(C)(3) 1500000 0 FAIR VALUE GRANT FOR PURCHASE OF FUTURE OFFICE SITE 1 X X 0 0 0 0 0 0 0 0 0 REGINA WIDDOWS CHIEF EXECUTIVE OFFICER/PRESIDENT 0 486188 0 0 0 0 0 42669 0 16291 0 545148 0 0 VALERIE DION CHIEF LEGAL OFFICER 0 240925 0 0 0 0 0 38780 0 9928 0 289633 0 0 ROBERT BACON CHIEF OPERATING OFFICER 0 227059 0 0 0 0 0 39499 0 796 0 267354 0 0 ROBERT ROSVOLD CHIEF FINANCIAL OFFICER 0 214233 0 0 0 0 0 12788 0 25489 0 252510 0 0 TOLULOPE KOLAWOLE PSYCHIATRIC NURSE PRACTITIONER 0 160977 0 0 0 0 0 10387 0 23489 0 194853 0 0 CAROLYN MAYO SENIOR VP DEVELOPING & MARKETING 0 134192 0 0 0 0 0 14710 0 15053 0 163955 0 0 JOSEPH MAMMAN RESIDENTIAL COUNSELOR 0 141343 0 0 0 0 0 6549 0 9352 0 157244 0 0 PART 1, INE 5 THE EXECUTIVES WHO ARE LISTED ON THIS SCHEDULE HAVE THEIR COMPENSATION DETERMINED BY A RELATED PARTY THROUGH METHODS SUCH AS COMPENSATION SUREVEYS OR STUDIES AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. X 191000 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS SERV BEHAVIORAL HEALTH SYSTEM, INC. FORM 990, PART VI, SECTION A, LINE 7A SERV BEHAVIORAL HEALTH SYSTEM, INC., THE SOLE MEMBER OF THE ORGANIZATION, ACTING THROUGH ITS BOARD OF DIRECTORS HAS THE SOLE POWER TO APPROVE THE DIRECTORS OF THE ORGANIZATION AND THE SOLE POWER TO REMOVE OFFICERS AND DIRECTORS WITH AND WITHOUT CAUSE. FORM 990, PART VI, SECTION A, LINE 7B SERV BEHAVIORAL HEALTH SYSTEM, INC., THE SOLE MEMBER OF THE ORGANIZATION, ACTING THROUGH ITS OARD OF DIRECTORS HAS THE POWER TO 1)APPROVE THE SELECTION OF THE CHIEF OPERATING OFFICER 2)AMEND THE CERTIFICATE OF INCORPORATION AND THE BYLAWS 3)DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION 4)APPROVE THE ANNUAL AND ANY CAPITAL BUDGET 5)MERGE, CONSOLIDATE, DISSOLVE, OR OTHERWISE CHANGE THE CORPORATE STRUCTURE OF THE ORGANIZATION 6)APPROVE ALL EXPENDITURES EXCEEDING $50,000, NOT INCLUDED IN THE APPROVED BUDGET 7)SELECT THE ATTORNEY AND APPROVE THE CERTIFIED PUBLIC ACCOUNTANT FOR THE ORGANIZATION 8)APPROVE THE PURCHASE, SALE, EXCHANGE, CONVEYANCE, OR LEASE FOR A TERM IN EXCESS OF THREE YEARS OF REAL ASSETS, THE BORROWING OF MONEY, THE ISSUANCE OF NOTES OR BONDS OR THE REPAYMENTS THEREOF WITH INTEREST, AND THE GRANTING OF SUCH PLEDGES, MORTGAGES, OR OTHER SECURITY INTERESTS WITH RESPECT TO PROPERTY AS SHALL BE REQUIRED THEREIN UPON SUCH TERMS AND CONDITIONS AS SHALL HAVE BEEN RECOMMENDED BY THE BOARD OF DIRECTORS 9)REQUIRE THE CERTIFIED AUDIT OF CORPORATE FUNDS AT ANY TIME 10)AUTHORIZE ANY FUND DRIVE OR SOLICITATION OFFERS. FORM 990, PART VI, SECTION A, LINE 8B ONLY THE SERV BEHAVIORAL HEALTH SYSTEM BOARD CAN MAKE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER WILL PERFORM AN INITIAL REVIEW. ONCE THE CFO APPROVES THE DRAFT, THE 990 IS PROVIDED TO THE FINANCE COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A COMPLIANCE OFFICER WHO CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE POLICY COVERS EMPLOYEES, CONTRACTORS, AND BOARD MEMBERS. BOARD MEMBERS ARE REQUIRED TO FILL OUT ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES. ANY CONFLICTS ARE DETERMINED BY THE COMPLIANCE OFFICER AND THE COMPLIANCE COMMITTEE. IF A CONFLICT IS DISCOVERED, A CONFLICT MANAGEMENT PLAN IS PUT INTO PLACE TO MANAGE THE CONFLICT. IF BOARD MEMBERS AND OFFICERS HAVE ANY CONFLICTS, THEY ABSTAIN FROM ANY BOARD VOTES OR DECISIONS WHICH INVOLVE THE CONFLICT. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY AS SOURCES OF POTENTIAL CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER FROM RELATED PARTY 7,807,754. PART XII, LINE 2B THE ORGANIZATION'S 2024 AUDIT HAS NOT YET BEEN STARTED AS OF THE DATE OF THE FILING OF THIS FORM 990. PART XII, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SERV BEHAVIORAL HEALTH SYSTEM INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 223560510 HOLDING COMPANY FOR SERV CENTERS OF NJ INC AND OTHER RELATED ORGANIZATIONS NJ 501(C)(3) LINE 7 N/A 0 SERV CENTERS OF NEW JERSEY INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 222090976 OFFERS SOCIAL, EDUCATIONAL, RESIDENTIAL, AND VOCATIONAL SERVICES NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 SERV PROPERTIES AND MANAGEMENT INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 223265548 SUPPORTING ORGANIZATION FOR RELATED ORGANIZATIONS NJ 501(C)(3) LINE 12A, I SERV FOUNDATION INC 1 SERV CENTERS HOUSING CORPORATION INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 222284195 PROVIDES HOUSING FOR USE BY SEVERLY MENTLLY DISABLED PERSONS NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 SERV ACHIEVEMENT CENTERS INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 222775481 PROVIDES HIGH QUALITY CARE AND REHABILIATION FOR PEOPLE WITH DISABILITIES NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 CIFA II INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 223198050 GROUP HOME FOR THE DEVELOPMENTALLY DISABLED LOCATED IN PRINCETON, NJ NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 CIFA III INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 223436040 GROUP HOME FOR THE DEVELOPMENTALLY DISABLED LOCATED IN LAWRENCEVILLE, NJ NJ 501(C)(3) LINE 12B, II SERV BEHAVIORAL HEALTH SYSTEM INC 1 CIFA FOUNDATION INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 223264933 TO PROVIDE FINANCIAL ASSISTANCE AND SUPPORT TO RELATED ORGANIZATIONS NJ 501(C)(3) LINE 12B, II SERV BEHAVIORAL HEALTH SYSTEM INC 1 258 CUMBERLAND AVENUE INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 223271130 GROUP HOME FOR THE DEVELOPMENTALLY DISABLED NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 1 SERV CONNECT INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 842659319 RESIDENTIAL CRISIS ASSESSMENT AND STABILIZATION SERVICES NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 ADVANCED HEALTH MANAGEMENT LLC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 233470979 MANAGEMENT SERVICES NJ SERV FOUNDATION INC MANAGEMENT SERVICES 1 1 0.80000 1 1 1 1 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 SERV PROPERTIES AND MANAGEMENT B 1500000 CASH