SOUTHWESTERN PENNSYLVANIA AREA: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
SOUTHWESTERN PENNSYLVANIA AREA (EIN 25-1492291)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202541359349309589
Schema version
2023v6.0
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)
Return2025-05-15T14:14:27-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN233022325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ZELENKOFSKE AXELROD LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1210 TOLLGATE HILL ROADAddressLine1Txt
CityGREENSBURGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15601ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

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
ZIP150221607ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKRISTEN SMITHPersonNm
Person TitleCFOPersonTitleTxt
Phone7244899100PhoneNum
Signature2025-05-12SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJARED C EWINGPreparerPersonNm
PTINP00596532PTIN
Phone7248342151PhoneNum
Preparation2025-05-10PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerKRISTEN SMITHPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1300 CHAMBER PLAZAAddressLine1Txt
CityCHARLEROICityNm
State AbbreviationPAStateAbbreviationCd
ZIP150221607ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$18,291,712GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
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, (CONTINUED ON SCHEDULE O)ActivityOrMissionDesc
Voting Members Governing Body9VotingMembersGoverningBodyCnt
Voting Members Independent9VotingMembersIndependentCnt
Total Employee104TotalEmployeeCnt
Total Volunteers74TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$17,604,607PYContributionsGrantsAmt
CY Contributions Grants$18,291,712CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
CY Investment Income$0CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$17,604,607PYTotalRevenueAmt
CY Total Revenue$18,291,712CYTotalRevenueAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,052,718PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,127,899CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$11,995,852PYOtherExpensesAmt
CY Other Expenses$13,155,426CYOtherExpensesAmt
PY Total Expenses$17,048,570PYTotalExpensesAmt
CY Total Expenses$18,283,325CYTotalExpensesAmt
PY Revenues Less Expenses$556,037PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$8,387CYRevenuesLessExpensesAmt
Total Assets BOY$5,269,651TotalAssetsBOYAmt
Total Assets EOY$4,091,073TotalAssetsEOYAmt
Total Liabilities BOY$2,892,707TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,781,004TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,376,944NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$2,310,069NetAssetsOrFundBalancesEOYAmt
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, (CONTINUED ON SCHEDULE O)MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$17,029,785ExpenseAmt
DescAGING BLOCK GRANT THE 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$17,029,785TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsfalseDonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document26IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee104EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members9GoverningBodyVotingMembersCnt
Independent Voting Member9IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKRISTEN SMITHPersonNm
Phone7244899100PhoneNum

US Address USAddress

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

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
KELLIE MCKEVITT
CEO1.0039.00Yes (X)$0$202,454$41,782
CHERYLD EMALA
COO1.0039.00Yes (X)$0$132,204$47,426
LESLIE GRENFELL
EXECUTIVE DI40.00$133,339$0$21,680Yes (X)
KRISTEN SMITH
CFO1.0039.00Yes (X)$0$104,512$28,432
KATHLEEN GUSTINE
DIRECTOR40.00$109,877$0$20,196Yes (X)
KAREN BENNETT
MEMBER1.00$0$0$0Yes (X)
RITA HRITZ
MEMBER1.00$0$0$0Yes (X)
CHARLES W TRUMP JR
SECRETARY/TR1.00Yes (X)$0$0$0Yes (X)
MICHAEL LUCAS
MEMBER1.00$0$0$0Yes (X)
BARBARA RAITANO
VICE PRESIDE1.00Yes (X)$0$0$0Yes (X)
DONNA RAMUSIVICH
MEMBER1.00$0$0$0Yes (X)
NANCY RIGGLE
MEMBER1.00$0$0$0Yes (X)
SHARON RUSSELL
PRESIDENT1.00Yes (X)$0$0$0Yes (X)
REID SMITH
MEMBER1.00$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$243,216TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$439,170TotReportableCompRltdOrgAmt
Total Other Compensation$159,516TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
AGING SERVICES OF WASHINGTON COUNTY
100 WEST BEAU STREET SUITE 407WASHINGTONPA15301COMMUNITY SVCS$1,687,831
PERFORMANCE FOOD SERVICE PITTSBURGH
226 EAST VIEW DRIVEMOUNT PLEASANTPA15666FOOD SERVICE$1,321,164
DIVERSIFIED HUMAN SERVICES
300 CHAMBER PLAZACHARLEROIPA15022COMMUNITY SVCS$1,177,308
METZ CULINARY MANAGEMENT
TWO WOODLAND DRIVEDALLASPA18612FOOD SERVICE$1,014,388
BLUEPRINTS
150 WEST BEAU STREET SUITE 304WASHINGTONPA15301COMMUNITY SVCS$656,102
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K15CntrctRcvdGreaterThan100KCnt
Government Grants$17,503,388GovernmentGrantsAmt
All Other Contributions$788,324AllOtherContributionsAmt
Total Contributions$18,291,712TotalContributionsAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$18,291,712TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$3,455,792TotalAmt
Program Services$3,170,400ProgramServicesAmt
Management And General$285,392ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$186,831TotalAmt
Program Services$164,511ProgramServicesAmt
Management And General$22,320ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,222,603TotalAmt
Program Services$1,131,195ProgramServicesAmt
Management And General$91,408ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$262,673TotalAmt
Program Services$240,737ProgramServicesAmt
Management And General$21,936ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$676,797TotalAmt
Program Services$24,802ProgramServicesAmt
Management And General$651,995ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$15,090TotalAmt
Management And General$15,090ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$8,423,197TotalAmt
Program Services$8,414,434ProgramServicesAmt
Management And General$8,763ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$3,077,653TotalAmt
Program Services$3,022,171ProgramServicesAmt
Management And General$55,482ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$118,775TotalAmt
Program Services$113,627ProgramServicesAmt
Management And General$5,148ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$531,336TotalAmt
Program Services$460,101ProgramServicesAmt
Management And General$71,235ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$147,858TotalAmt
Program Services$140,312ProgramServicesAmt
Management And General$7,546ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$17,588TotalAmt
Program Services$16,905ProgramServicesAmt
Management And General$683ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,364TotalAmt
Management And General$1,364ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$19,949TotalAmt
Program Services$19,949ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$26,566TotalAmt
Program Services$21,181ProgramServicesAmt
Management And General$5,385ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescOTHER OPERATING EXPENSESDesc
Total$99,253TotalAmt
Program Services$89,460ProgramServicesAmt
Management And General$9,793ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$18,283,325TotalAmt
Program Services$17,029,785ProgramServicesAmt
Management And General$1,253,540ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,020,945BOYAmt
EOY$2,315,416EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$674,978BOYAmt
EOY$578,892EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$14,152BOYAmt
EOY$21,391EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,311,286LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$1,780,386LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$606,162BOYAmt
EOY$530,900EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$953,414BOYAmt
EOY$644,474EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,269,651BOYAmt
EOY$4,091,073EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,400,094BOYAmt
EOY$1,106,097EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$536,961BOYAmt
EOY$11,533EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$955,652BOYAmt
EOY$663,374EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,892,707BOYAmt
EOY$1,781,004EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,376,944BOYAmt
EOY$2,310,069EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,376,944BOYAmt
EOY$2,310,069EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,269,651BOYAmt
EOY$4,091,073EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$8,387ReconcilationRevenueExpnssAmt
Other Changes In Net Assets-$75,262OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)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$17,750,708CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,147,900CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,452,917CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,604,607CurrentTaxYearMinus1YearAmt
Current Tax Year$18,291,712CurrentTaxYearAmt
Total$89,247,844TotalAmt

Total509 Total509Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,750,708CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,147,900CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,452,917CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,604,607CurrentTaxYearMinus1YearAmt
Current Tax Year$18,291,712CurrentTaxYearAmt
Total$89,247,844TotalAmt
FieldValueIRS element (for citing)
Public Support Total509$89,247,844PublicSupportTotal509Amt

Total Support Calendar Year TotalSupportCalendarYearGrp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$17,750,708CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$18,147,900CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$17,452,917CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$17,604,607CurrentTaxYearMinus1YearAmt
Current Tax Year$18,291,712CurrentTaxYearAmt
Total$89,247,844TotalAmt
FieldValueIRS element (for citing)
Public Support CY5091.00000PublicSupportCY509Pct
Public Support PY5091.00000PublicSupportPY509Pct
Investment Income CY0.00000InvestmentIncomeCYPct
Investment Income PY0.00000InvestmentIncomePYPct
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$219,974OtherCostOrOtherBasisAmt
Depreciation$219,974DepreciationAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$723,610OtherCostOrOtherBasisAmt
Depreciation$507,426DepreciationAmt
Book Value$216,184BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$596,881OtherCostOrOtherBasisAmt
Depreciation$571,397DepreciationAmt
Book Value$25,484BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$770,821OtherCostOrOtherBasisAmt
Depreciation$481,589DepreciationAmt
Book Value$289,232BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$530,900TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescRIGHT OF USE ASSETSDesc
Book Value$644,474BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$644,474TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
OPERATING LEASE LIABILITIES$643,349
OTHER LIABILITIES$20,025
FieldValueIRS element (for citing)
Total Liability$663,374TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$18,291,712TotalRevEtcAuditedFinclStmtAmt
Revenue Subtotal$18,291,712RevenueSubtotalAmt
Total Revenue Per Form990$18,291,712TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$18,283,325TotExpnsEtcAuditedFinclStmtAmt
Expenses Subtotal$18,283,325ExpensesSubtotalAmt
Total Expenses Per Form990$18,283,325TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PAGE 3, PART XFormAndLineReferenceDesc
ExplanationSPAAA QUALIFIES AS A TAX-EXEMPT, NOT-FOR-PROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE IS NO PROVISION FOR FEDERAL OR STATE INCOME TAXES. SPAAA 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, 2024 AND 2023.ExplanationTxt

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 PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)

TitleTitleTxtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtBase Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
KELLIE MCKEVITT
CEO$202,454$18,924$22,858$244,236
CHERYLD EMALA
COO$132,204$12,284$35,142$179,630
LESLIE GRENFELL
EXECUTIVE DIRECTOR$133,339$11,790$9,890$155,019

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990LINE 1: BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION OR MOST SIGNIFICANT ACTIVITIES (CONTINUED): COORDINATED, COLLABORATIVE APPROACH TO HEALTH AND HUMAN SERVICES TO ASSIST SENIORS WITH REMAINING IN THEIR HOMES AND COMMUNITIES FOR AS LONG AS POSSIBLE.
FORM 990, PART IIILINE 1: BRIEFLY DESCRIBE THE ORGANIZATION'S MISSION (CONTINUED): COORDINATED, COLLABORATIVE APPROACH TO HEALTH AND HUMAN SERVICES TO ASSIST SENIORS WITH REMAINING IN THEIR HOMES AND COMMUNITIES FOR AS LONG AS POSSIBLE.
FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 12CANY CONFLICTS ARE DISCUSSED BY THE BOARD AND THE EXECUTIVE VP/CEO AND ADDRESSED ACCORDINGLY.
FORM 990, PAGE 6, PART VI, LINE 15ACOMPENSATION IS SET BY THE BOARD. WAGES ARE BASED ON COMPARABILITY DATA. SUCH AS COMPENSATION LEVELS PAID BY SIMILAR ORGANIZATIONS AND THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA.
FORM 990, PAGE 6, PART VI, LINE 15BCOMPENSATION IS SET BY THE BOARD. WAGES ARE BASED ON COMPARABILITY DATA. SUCH AS COMPENSATION LEVELS PAID BY SIMILAR ORGANIZATIONS AND THE AVAILABILITY OF SIMILAR SERVICES IN THE GEOGRAPHIC AREA.
FORM 990, PAGE 6, PART VI, 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 PURCHASED SERVICES 8,414,434 8,763 0
FORM 990, PART XI, LINE 9PROPERTY AND EQUIP PURCHASED WITH GRANT FUNDS 19,949 DEPREC ON PROP AND EQUIP PURCHASED W/ GRANT FUNDS -95,211 TOTAL -75,262

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)

Business Name Line2DisregardedEntityName/BusinessNameLine2TxtAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtBusiness Name Line2DirectControllingEntityName/BusinessNameLine2TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
COMPREHENSIVE COMMUNITY SERVICES
INC300 CHAMBERS PLAZACHARLEROIPA15022251843984RENTAL SVCPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
CONNECT INC
SERVICES INC300 CHAMBERS PLAZACHARLEROIPA15022251762305SUPP SVCPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
DIVERSIFIED HUMAN SERVICES INC
300 CHAMBERS PLAZACHARLEROIPA15022251492292DISABILITYPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
MON VALLEY COMMUNITY HEALTH
SERVICES INC300 CHAMBERS PLAZACHARLEROIPA15022251492290HEALTH SVCPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
SOUTHWEST BEHAVIORAL CARE INC
300 CHAMBERS PLAZACHARLEROIPA15022251633753SUB. ABUSEPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
SOUTHWEST PA HUMAN SERVICES INC
300 CHAMBERS PLAZACHARLEROIPA15022251492288MGMT SVCSPA501C310falseN/A
THE CARE CENTER
300 CHAMBERS PLAZACHARLEROIPA15022521034193REHAB SVCPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
THE MENTAL HEALTH ASSOCIATION IN
BUTLER300 CHAMBERS PLAZACHARLEROIPA15022251055319ADVOCACYPA501C310SOUTHWESTERN PA HUMAN SERVICES INCYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesfalseSharingOfFacilitiesInd
Paid Employees SharingfalsePaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (5 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxtBusiness Name Line2OtherOrganizationName/BusinessNameLine2Txt
DIVERSIFIED HUMAN SERVICES
M$1,246,815ACTUAL EXPENSES
SOUTHWESTERN PA HUMAN SERVICES
M$651,994ACTUAL EXPENSESINC
COMPREHENSIVE COMMUNITY SERVICES
K$294,053ACTUAL EXPENSESINC
MON VALLEY COMMUNITY HEALTH
D$140,000LINE OF CREDIT BALANCESERVICES INC
COMPREHENSIVE COMMUNITY SERVICES
D$150,000LINE OF CREDIT BALANCEINC

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