SOUTHWESTERN PENNSYLVANIA AREA: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
SOUTHWESTERN PENNSYLVANIA AREA (EIN 25-1492291)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202201369349309730
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T14:16:28-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390859910PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BAKER TILLY US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line120 STANWIX STREETAddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15222ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251492291EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SOUTHWESTERN PENNSYLVANIA AREABusinessNameLine1Txt
Business Name Line2AGENCY ON AGING INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSOUTBusinessNameControlTxt
Phone7244899100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 CHAMBER PLAZAAddressLine1Txt
CityCHARLEROICityNm
State AbbreviationPAStateAbbreviationCd
ZIP15022ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTEN GORDONPersonNm
Person TitleCFOPersonTitleTxt
Phone7244899100PhoneNum
Signature2022-05-13SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstKRISTENPersonFirstNm
Person LastGORDONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJEFFREY J SPENGLER CPAPreparerPersonNm
PTINP00109764PTIN
Phone4126976400PhoneNum
Preparation2022-05-13PreparationDt
Self EmployedYes (X)SelfEmployedInd

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKRISTEN GORDONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 CHAMBER PLAZAAddressLine1Txt
CityCHARLEROICityNm
State AbbreviationPAStateAbbreviationCd
ZIP15022ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$18,303,240GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SWPA-AAA.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE MISSION OF SOUTHWESTERN PENNSYLVANIA AREA AGENCY ON AGING, INC. IS TO PROMOTE THE WELL-BEING OF OLDER ADULTS RESIDING IN FAYETTE, GREENE AND WASHINGTON COUNTIES THROUGH A PLANNED, COORDINATED, COLLABORATIVE APPROACH TO HEALTH AND HUMAN SERVICES TO ASSIST SENIORS WITH REMAINING IN THEIR HOMES AND COMMUNITIES FOR AS LONG AS POSSIBLE.ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee104TotalEmployeeCnt
Total Volunteers71TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$17,751,731PYContributionsGrantsAmt
CY Contributions Grants$18,147,900CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income-$1,023PYInvestmentIncomeAmt
CY Investment Income$155,340CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$17,750,708PYTotalRevenueAmt
CY Total Revenue$18,303,240CYTotalRevenueAmt
PY Grants And Similar Paid$1,186,628PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,213,954CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,009,738PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,880,621CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$10,736,208PYOtherExpensesAmt
CY Other Expenses$11,739,782CYOtherExpensesAmt
PY Total Expenses$16,932,574PYTotalExpensesAmt
CY Total Expenses$17,834,357CYTotalExpensesAmt
PY Revenues Less Expenses$818,134PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$468,883CYRevenuesLessExpensesAmt
Total Assets BOY$2,815,776TotalAssetsBOYAmt
Total Assets EOY$3,794,920TotalAssetsEOYAmt
Total Liabilities BOY$1,650,087TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,951,924TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$1,165,689NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,842,996NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF SOUTHWESTERN PENNSYLVANIA AREA AGENCY ON AGING, INC. IS TO PROMOTE THE WELL-BEING OF OLDER ADULTS RESIDING IN FAYETTE, GREENE AND WASHINGTON COUNTIES THROUGH A PLANNED, COORDINATED, COLLABORATIVE APPROACH TO HEALTH AND HUMAN SERVICES TO ASSIST SENIORS WITH REMAINING IN THEIR HOMES AND COMMUNITIES FOR AS LONG AS POSSIBLE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$16,701,127ExpenseAmt
Grant$1,213,954GrantAmt
Revenue$0RevenueAmt
DescAGING BLOCK GRANTTHE SOUTHWESTERN PA AREA AGENCY ON AGING, INC. SERVES AS A FOCAL POINT IN FAYETTE, GREENE AND WASHINGTON COUNTIES FOR INFORMATION/ASSISTANCE ABOUT AGING ISSUES AND SERVICES, PROTECTING OLDER ADULTS WHO ARE AT RISK, ASSISTING FAMILIES WHO ARE CARING FOR OLDER FAMILY MEMBERS, SUPPORTING AND EMPOWERING OLDER RESIDENTS TO REMAIN INDEPENDENT AND ACTIVE FOR AS LONG AS POSSIBLE IN THEIR OWN HOME AND COMMUNITY. OUR MISSION IS TO PROMOTE THE WELL-BEING OF OLDER ADULTS THROUGH A PLANNED, COORDINATED AND COMPREHENSIVE SERVICE DELIVERY SYSTEM.Desc
Total Program Service Expenses$16,701,127TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document25IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee104EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKRISTEN GORDONPersonNm
Phone7244899100PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 CHAMBER PLAZAAddressLine1Txt
CityCHARLEROICityNm
State AbbreviationPAStateAbbreviationCd
ZIP150221607ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DONNA RAMUSIVICH
DIRECTOR1.000.00Yes (X)$0$0$0
DEBORAH A BATLEY
VICE PRESIDENT1.000.00Yes (X)$0$0$0Yes (X)
NORMA D THOMAS
DIRECTOR1.000.00Yes (X)$0$0$0
KAREN BENNETT
PRESIDENT1.000.00Yes (X)$0$0$0Yes (X)
CATHY PETERSON
DIRECTOR1.000.00Yes (X)$0$0$0
JOHN SWALLOW
DIRECTOR1.000.00Yes (X)$0$0$0
EDWARD J HARRIS CPA
SECRETARY/TREASURER1.000.00Yes (X)$0$0$0Yes (X)
BARBARA RATITANO
DIRECTOR1.000.00Yes (X)$0$0$0
CHARLES W TRUMP JR
DIRECTOR1.000.00Yes (X)$0$0$0
KRISTEN GORDON
CFO1.0039.00$0$94,571$23,777Yes (X)
JEFF BURKS MASCARA
CEO (RETIRED 12/31/20)1.0039.00$0$197,141$40,516Yes (X)
KELLIE MCKEVITT
CEO (TERM STARTED 01/01/21)1.0039.00$0$145,589$37,482Yes (X)
CHERYLD EMALA
COO (TERM STARTED 01/01/21)1.0039.00$0$102,762$33,717Yes (X)
LESLIE GRENFELL
EXECUTIVE DIRECTOR40.000.00$120,443$0$19,324Yes (X)
KATHLEEN GUSTINE
DIRECTOR OF40.000.00$105,499$0$17,709Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$225,942TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$540,063TotReportableCompRltdOrgAmt
Total Other Compensation$172,525TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AGING SERVICES OF WASHINGTON COUNTY
100 WEST BEAU STREET SUITE 407WASHINGTONPA15301COMMUNITY BASED$1,857,814
REINHART FOOD SERVICE LLC
226 EAST VIEW DRIVEMT PLEASANTPA15666FOOD$1,617,241
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Government Grants$17,790,135GovernmentGrantsAmt
All Other Contributions$357,765AllOtherContributionsAmt
Total Contributions$18,147,900TotalContributionsAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Other$155,340OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Other$155,340OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$155,340TotalRevenueColumnAmt
Exclusion$155,340ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,303,240TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$155,340ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,213,954TotalAmt
Program Services$1,213,954ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,880,621TotalAmt
Program Services$4,454,957ProgramServicesAmt
Management And General$425,664ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$7,970,542TotalAmt
Program Services$7,359,981ProgramServicesAmt
Management And General$610,561ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,577,251TotalAmt
Program Services$2,564,316ProgramServicesAmt
Management And General$12,935ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$243,847TotalAmt
Program Services$234,071ProgramServicesAmt
Management And General$9,776ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$440,656TotalAmt
Program Services$405,614ProgramServicesAmt
Management And General$35,042ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$59,126TotalAmt
Program Services$58,004ProgramServicesAmt
Management And General$1,122ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER OPERATING EXPENSEDesc
Total$448,360TotalAmt
Program Services$410,230ProgramServicesAmt
Management And General$38,130ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$17,834,357TotalAmt
Program Services$16,701,127ProgramServicesAmt
Management And General$1,133,230ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,076,520BOYAmt
EOY$2,499,925EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$304,706BOYAmt
EOY$495,671EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$9,561BOYAmt
EOY$10,571EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,274,052LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,485,299LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$424,989BOYAmt
EOY$788,753EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$2,815,776BOYAmt
EOY$3,794,920EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,352,954BOYAmt
EOY$1,473,245EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$297,133BOYAmt
EOY$478,679EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,650,087BOYAmt
EOY$1,951,924EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,165,689BOYAmt
EOY$1,842,996EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,165,689BOYAmt
EOY$1,842,996EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,815,776BOYAmt
EOY$3,794,920EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$468,883ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$208,424OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org509a2Yes (X)PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,172,528CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,734,159CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,072,569CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,750,708CurrentTaxYearMinus1YearAmt
Current Tax Year$18,147,900CurrentTaxYearAmt
Total$91,877,864TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,172,528CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,734,159CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,072,569CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,750,708CurrentTaxYearMinus1YearAmt
Current Tax Year$18,147,900CurrentTaxYearAmt
Total$91,877,864TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Substantial Contributors Amt SubstantialContributorsAmtGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$91,877,864PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$19,172,528CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,734,159CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,072,569CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,750,708CurrentTaxYearMinus1YearAmt
Current Tax Year$18,147,900CurrentTaxYearAmt
Total$91,877,864TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Thirty Thr Pct Suprt Tests CY509Yes (X)ThirtyThrPctSuprtTestsCY509Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$219,973OtherCostOrOtherBasisAmt
Depreciation$219,973DepreciationAmt
Book Value$0BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$726,102OtherCostOrOtherBasisAmt
Depreciation$478,774DepreciationAmt
Book Value$247,328BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$561,071OtherCostOrOtherBasisAmt
Depreciation$524,929DepreciationAmt
Book Value$36,142BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$766,906OtherCostOrOtherBasisAmt
Depreciation$261,623DepreciationAmt
Book Value$505,283BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$788,753TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$18,303,240TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$18,303,240RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$18,303,240TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$17,834,357TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$17,834,357ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$17,834,357TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationSPAAA ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MANAGEMENT HAS DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2021 AND 2020.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1DIVERSIFIED HUMAN SERVICES INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 CHAMBER PLAZAAddressLine1Txt
CityCHARLEROICityNm
State AbbreviationPAStateAbbreviationCd
ZIP15022ZIPCd
FieldValueIRS element (for citing)
Recipient EIN251492292RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$1,213,954CashGrantAmt
Purpose Of GrantOPERATIONSPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JEFF BURKS MASCARA
CEO (RETIRED 12/31/20)$0$197,141$0$0$0$0$0$17,743$0$22,773$0$237,657$0$0
KELLIE MCKEVITT
CEO (TERM STARTED 01/01/21)$0$145,589$0$0$0$0$0$13,103$0$24,379$0$183,071$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE MEMBERSHIP OF SWPA AAA CONSISTS OF THE DIRECTORS OF SPHS. THE MEMBERSHIP HAS CERTAIN RESERVED POWERS OVER SWPA AAA AND THE MEMBERS ELECT THE DIRECTORS OF SWPA AAA. SWPA'S BYLAWS LIMIT THE MEMBERS WHO CAN SERVE AS DIRECTORS BY PROVIDING THAT THERE SHALL BE NO MORE THAN TWO SPHS DIRECTORS WHO ARE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7ATHE MEMBERSHIP OF SWPA AAA CONSISTS OF THE DIRECTORS OF SPHS. THE MEMBERSHIP HAS CERTAIN RESERVED POWERS OVER SWPA AAA AND THE MEMBERS ELECT THE DIRECTORS OF SWPA AAA. SWPA'S BYLAWS LIMIT THE MEMBERS WHO CAN SERVE AS DIRECTORS BY PROVIDING THAT THERE SHALL BE NO MORE THAN TWO SPHS DIRECTORS WHO ARE MEMBERS.
FORM 990, PART VI, SECTION A, LINE 7BTHE MEMBERSHIP OF SWPA AAA CONSISTS OF THE DIRECTORS OF SPHS. THE MEMBERSHIP HAS CERTAIN RESERVED POWERS OVER SWPA AAA AND THE MEMBERS ELECT THE DIRECTORS OF SWPA AAA. SWPA'S BYLAWS LIMIT THE MEMBERS WHO CAN SERVE AS DIRECTORS BY PROVIDING THAT THERE SHALL BE NO MORE THAN TWO SPHS DIRECTORS WHO ARE MEMBERS.
FORM 990, PART VI, SECTION B, LINE 11BTHE CHIEF BUDGET OFFICER WILL REVIEW THE FORM 990 AND WILL ADDRESS ANY QUESTIONS TO THE FORM 990 PREPARER. SHE WILL THEN PROVIDE A COPY OF THE FORM 990 TO ALL BOARD MEMBERS. BOARD MEMBERS ARE REQUIRED TO REVIEW THE FORM 990 AND PROVIDE ANY CHANGES OR QUESTIONS BY A SET DEADLINE. ONCE QUESTIONS AND CHANGES ARE ADDRESSED, THE FORM 990 IS FINALIZED.
FORM 990, PART VI, SECTION B, LINE 12CANY CONFLICTS ARE DISCUSSED BY THE BOARD AND THE EXECUTIVE VP/CEO AND ADDRESSED ACCORDINGLY.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION IS SET BY THE BOARD. WAGES ARE BASED ON COMPARABILITY DATA, SUCH AS COMPENSATION LEVELS PAID BY SIMILAR ORGANIATIONS AND THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA.
FORM 990, PART VI, SECTION C, LINE 19SWPA AAA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GOTHER FEES: PROGRAM SERVICE EXPENSES 7,359,981. MANAGEMENT AND GENERAL EXPENSES 610,561. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,970,542.
FORM 990, PART XI, LINE 9:PROPERTY AND EQUIPMENT PURCHASED WITH GRANT FUNDS 315,397. DEPRECIATION ON PROPERTY AND EQUIPMENT PURCHASED WITH GRANT FUNDS -106,973.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
COMPREHENSIVE COMMUNITY SERVICES
300 CHAMBER PLAZACHARLEROIPA15022251843984RENTALPA501(C)(3)LINE 10SOUTHWESTERN PA HUMAN SERVICES INCYes (1)
CONNECT INC
300 CHAMBER PLAZACHARLEROIPA15022251762305SUPPORT SERVICESPA501(C)(3)LINE 10SOUTHWESTERN PA HUMAN SERVICES INCYes (1)
DIVERSIFIED HUMAN SERVICES INC
300 CHAMBER PLAZACHARLEROIPA15022251492292DISABILITY CAREPA501(C)(3)LINE 10SOUTHWESTERN PA HUMAN SERVICES INCYes (1)
MENTAL HEALTH ASSOCIATION IN BUTLER COUNTY
300 CHAMBER PLAZACHARLEROIPA15022251055319ADVOCACYPA501(C)(3)LINE 7SOUTHWESTERN PA HUMAN SERVICES INCYes (1)
MON VALLEY COMMUNITY HEALTH
300 CHAMBER PLAZACHARLEROIPA15022251492290HEALTH SERVICESPA501(C)(3)LINE 10SOUTHWESTERN PA HUMAN SERVICES INCYes (1)
SOUTHWEST BEHAVIORAL CARE INC
300 CHAMBER PLAZACHARLEROIPA15022251633753SUPPORT SERVICESPA501(C)(3)LINE 10SOUTHWESTERN PA HUMAN SERVICES INCYes (1)
SOUTHWESTERN PA HUMAN SERVICES INC
300 CHAMBER PLAZACHARLEROIPA15022251492288MANAGEMENT SERVICESPA501(C)(3)LINE 100N/A
THE CARE CENTER
300 CHAMBER PLAZACHARLEROIPA15022521034193REHABILITATION SERVICESPA501(C)(3)LINE 7SOUTHWESTERN PA HUMAN SERVICES INCYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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