2023-05-12T14:29:49-05:00 2022-06-30 390859910 BAKER TILLY US LLP 1000 COMMERCE PARK DR WILLIAMSPORT PA 17701 990 2021-07-01 237315182 PAR PAR 7172362374 4 LEMOYNE DRIVE 203 LEMOYNE PA 17043 MARK DAVIS PRESIDENT & CEO 7172362374 2023-05-10 1 MARK DAVIS 999009999 JAIME L KUNTZ CPA P01272711 5703236023 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARK DAVIS 4 LEMOYNE DRIVE 203 LEMOYNE PA 17043 315175 0 X WWW.PAR.NET X 1970 PA STRENGTHENING MEMBERS' CAPACITY TO SUPPORT PEOPLE WITH DISABILITIES. 18 17 11 1307 0 0 175040 0 271807 238880 58650 76295 0 0 505497 315175 0 0 0 0 366788 360572 0 0 3000 215018 313073 581806 673645 -76309 -358470 1479775 1257409 256575 606258 1223200 651151 X PAR'S MISSION IS TO STRENGTHEN THE CAPACITY OF ITS MEMBERS TO PROVIDE PERSON-CENTERED SERVICES TO PENNSYLVANIANS WITH INTELLECTUAL DISABILITY AND/OR AUTISM. 0 0 510460 238880 EDUCATION/PROGRAM - PAR DISSEMINATES INFORMATION, ANALYSES, RESEARCH, AND TRAINING OPPORTUNITIES RELATED TO AUTISM AND INTELLECTUAL DISABILITY SERVICES IN PENNSYLVANIA. PAR DEVELOPS AND CONVENES CONFERENCES, WORKSHOPS, AND REGULARLY-SCHEDULED MEETINGS AND EDUCATION OPPORTUNITIES. ACCESS TO RESOURCES - DURING FY 2020-2021, PAR ISSUED 241 PUBLICATIONS VIA PAR MAIL TO A DIRECT MAILING LIST OF PENNSYLVANIA SERVICE PROVIDER MEMBERS WHO PROVIDE THE MAJORITY OF THE SERVICES AND SUPPORTS IN PENNSYLVANIA FOR PEOPLE LIVING WITH AUTISM OR WITH AN INTELLECTUAL DISABILITY IN PENNSYLVANIA. PAR MAIL IS ALSO SENT TO BUSINESS ASSOCIATES THAT INCLUDE A WIDE VARIETY OF ORGANIZATIONS THAT HAVE BUSINESS RELATIONSHIPS WITH PAR MEMBERS, SUCH AS CONSULTANTS, BANKS, INSURANCE PROVIDERS, LEGAL AND ACCOUNTING FIRMS. PROVIDERS AND ASSOCIATES THEN DISSEMINATE PAR MAIL THROUGHOUT THEIR ORGANIZATIONS TO TENS OF THOUSANDS OF PENNSYLVANIANS. CONTINUED ON SCHEDULE O.THE PAR WEBSITE, WWW.PAR.NET, PROVIDES FREE ONLINE ACCESS TO INFORMATION ABOUT HOW TO RECEIVE SERVICES AS WELL AS LINKS TO RELEVANT PA DEPARTMENT OF HUMAN SERVICES AND OFFICE OF DEVELOPMENTAL PROGRAMS WEBSITES. 510460 1 0 0 1 0 0 0 0 0 0 1 1 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 1 0 0 0 1 10 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X MARK DAVIS PRESIDENT & CEO 7172362374 4 LEMOYNE DRIVE 203 LEMOYNE PA 17043 TERRENCE MCNELIS CHAIR 5.75 5.75 X X 0 0 0 SR MARYALICE JACQUINOT VICE-CHAIR 1.00 1.00 X X 0 0 0 DEAN STOESZ SECRETARY 5.00 5.00 X X 0 0 0 SUSAN SODERBERG TREASURER 2.90 2.90 X X 0 0 0 ALAN BENSON BOARD MEMBER 2.00 2.00 X 0 0 0 KATHLEEN MCHALE BOARD MEMBER 1.75 1.75 X 0 0 0 STEVE BRUCE BOARD MEMBER 1.50 1.50 X 0 0 0 RITA GARDNER BOARD MEMBER 1.25 1.25 X 0 0 0 TINE HANSEN-TURTON BOARD MEMBER 1.00 1.00 X 0 0 0 G N JANES BOARD MEMBER 1.75 2.00 X 0 0 0 JEANNE MEIKRANTZ BOARD MEMBER 2.00 2.00 X 0 0 0 MAGGIE ROTHENBERGER BOARD MEMBER 1.00 1.00 X 0 0 0 TIM SOHOSKY BOARD MEMBER 2.25 2.25 X 0 0 0 ROBERT STACK BOARD MEMBER 2.50 2.50 X 0 0 0 KATHRYN SUSANO MORRIS BOARD MEMBER 1.50 1.50 X 0 0 0 CHARLES HOOKER BOARD MEMBER 2.25 2.25 X 0 0 0 JOHN BARBER BOARD MEMBER 1.50 1.50 X 0 0 0 SCOTT SPREAT BOARD MEMBER (UNTIL 2/22) 1.50 1.50 X 0 0 0 MARK DAVIS PRESIDENT & CEO 20.00 20.00 X X 0 325965 43430 LISA MATHIS DIRECTOR OF POLICY 20.00 20.00 X 0 151544 14174 0 477509 57604 0 0 1 0 0 EDUCATION SERVICES 541900 238880 238880 238880 20948 20948 55347 0 55347 55347 55347 315175 238880 0 76295 121492 87474 31018 3000 59781 43042 16739 106058 76362 29696 73241 55663 17578 37194 37194 10357 8300 2057 14860 10402 4458 45184 34340 10844 4611 4611 EDUCATIONAL SERVICES 117479 111605 5874 INITIATIVES 76635 76635 CREDIT CARD FEES 4518 4518 REPAIRS AND MAINTENANCE 1713 1610 103 522 509 13 673645 510460 160185 3000 156274 113074 9805 4364 41856 5415 23882 23882 0 0 213215 15 1050329 1126245 8296 8296 1479775 1257409 39398 71719 12965 14288 204212 520251 256575 606258 X 1223200 651151 1223200 651151 1479775 1257409 -358470 -213579 0 X X 0 1 X 1 0 X 21720 175040 196760 1701225 1757151 1907357 271807 238880 5876420 1722945 1757151 1907357 446847 238880 6073180 0 0 0 6073180 6148 55710 22941 20105 20948 125852 6148 55710 22941 20105 20948 125852 20658 21873 24729 67260 1749751 1834734 1955027 466952 259828 6266292 0.96920 0.97350 0.02010 0.01390 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LICENSING AGREEMENTS - 2017 AMOUNT: $ 20,658. 2018 AMOUNT: $ 20,692. 2019 AMOUNT: $ 23,732. MISCELLANEOUS INCOME - 2018 AMOUNT: $ 1,181. 2019 AMOUNT: $ 997. 0 0 0 673645 673645 126047 31512 0 0 252226 252121 112271 126047 742665 1113998 121085 41715 54786 0 217586 63057 63030 28068 31512 185667 278501 12000 12000 23882 23882 0 0 VANGUARD BALANCED INDEX ADMIRAL FUND 555701 F VANGUARD WELLINGTON ADMIRAL FUND 570544 F 1126245 ACCRUED LEAVE 77000 ACCRUED RETIREMENT PAYABLE 35000 DUE TO AFFILIATE 408251 520251 X PART X, LINE 2: THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X X X X 0 0 0 0 0 0 0 0 0 MARK DAVIS PRESIDENT & CEO 0 325965 0 0 0 0 0 21900 0 21530 0 369395 0 0 LISA MATHIS DIRECTOR OF POLICY 0 151544 0 0 0 0 0 5304 0 8870 0 165718 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS MADE UP OF THE FOUR OFFICERS, THE IMMEDIATE PAST CHAIR, AND UP TO THREE AT-LARGE BOARD MEMBERS. MEMBERS OF THE EXECUTIVE COMMITTEE HAVE THE AUTHORITY TO ACT ON BEHALF OF THE FULL BOARD DURING EMERGENCIES. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION IS MADE UP OF MEMBER ORGANIZATIONS THAT PROVIDE SERVICES TO INDIVIDUALS WITH INTELLECTUAL DISABILITY AND INDIVIDUALS LIVING WITH AUTISM, AND ASSOCIATE MEMBERS. THESE MEMBERS HAVE NO OWNERSHIP IN THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE PROVIDER MEMBERSHIP ELECTS THE GOVERNING BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THERE ARE TWO DECISIONS THAT MUST BE APPROVED BY THE MEMBERSHIP - THE ELECTION OF REPRESENTATIVES TO THE GOVERNING BODY, AND THE APPROVAL FOR REVISIONS TO THE ASSOCIATION'S BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT/CEO PERFORMS THE INITIAL REVIEW OF THE 990. IT IS THEN DISTRIBUTED TO AND REVIEWED BY THE BOARD OF DIRECTORS WHO APPROVES THE RETURN BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE OPERATIONS MANAGER MONITORS THE CONFLICT OF INTEREST POLICY. ANNUALLY BOARD MEMBERS MUST COMPLETE AND UPDATE SIGNED CONFLICT OF INTEREST FORMS. NEW OFFICERS AND BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM UPON JOINING THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE HAS BEEN AUTHORIZED BY THE BOARD OF DIRECTORS TO ACT AS THE COMPENSATION COMMITTEE WHEN REVIEWING AND ESTABLISHING THE COMPENSATION OF THE ASSOCIATION'S PRESIDENT/CEO, THE COMPENSATION COMMITTEE DETERMINES THE CEO'S COMPENSATION PACKAGE AND INFORMS THE BOARD OF DIRECTORS OF ITS ACTION. THE BOARD OF DIRECTORS IS PROVIDED THE DETAILS OF THE PACKAGE. IT MAY THEN CHOOSE TO VOTE ITS ACCEPTANCE OF THE REPORT OR SIMPLY RECEIVE THE REPORT AS INFORMATION FOR THE RECORD. TO DETERMINE THE CEO'S SALARY, PAR FOLLOWS THE REBUTTABLE PRESUMPTION PROCESS. PAR USES MARKET RESEARCH AND COMPENSATION STUDIES TO HELP DETERMINE THE CEO'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 PAR'S WEBSITE PROVIDES A DIRECT LINK TO PAR'S FORM 990 HOUSED ON GUIDESTAR'S WEBSITE. BYLAWS, THE MISSION STATEMENT, AND PRINCIPLES ARE ON PAR'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. PART XI, LINE 2C: THE EXECUTIVE COMMITTEE OF THE BOARD ASSUMES THE RESPONSIBILITY OF THE AUDIT COMMITTEE. PENNSYLVANIA ADVOCATES & RESOURCES FOR AUTISM AND INTELLECTUAL DISABILITIES 4 LEMOYNE DRIVE LEMOYNE PA 17043 834384236 ADVOCACY AND PROMOTION PA 501(C)(6) PAR 1 0 0 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0 PA ADVOCATES AND RESOURCES FOR DISABILITIES D 408251 COST PA ADVOCATES AND RESOURCES FOR DISABILITIES O 940364 ALLOCATED EMPLOYEE TIME