2021-01-28T14:49:28-06:00 2020-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2019-07-01 251215557 MAINSTAY LIFE SERVICES INC MAIN 4123443640 200 ROESSLER ROAD PITTSBURGH PA 15220 KIMBERLY SONAFELT CHIEF EXECUTIVE OFFICER 4123443640 2021-01-28 1 AMY LEWIS P01360302 4124715500 2019 2022-09-23 18:48:47Z KIMBERLY SONAFELT 200 ROESSLER ROAD PITTSBURGH PA 15220 22250902 0 X WWW.MAINSTAYLIFESERVICES.ORG X 1999 PA MAINSTAY LIFE SERVICES PROVIDES LIFE-LONG, HIGH-QUALITY SUPPORT SERVICES TO ENSURE THAT PEOPLE WITH DEVELOPMENTAL DISABILITIES LEAD FULFILLING LIVES AND REALIZE THEIR VISION OF A DESIRABLE FUTURE. 16 16 467 16 0 0 799057 1046784 20040986 20991362 263998 135272 33596 46112 21137637 22219530 0 0 0 0 14802677 16037750 0 0 354491 4303475 4088677 19106152 20126427 2031485 2093103 13928067 19077264 4566177 7714905 9361890 11362359 X INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WILL LIVE WITHIN A COMMUNITY THAT SUSTAINS THEM AND BENEFITS FROM THEIR PARTICIPATION. MAINSTAY LIFE SERVICES WILL BE REGARDED AS THE REGION'S PROVIDER OF CHOICE FOR INDIVIDUALS AND FAMILIES SEEKING SERVICES, AND AS THE EMPLOYER OF CHOICE FOR QUALIFIED AND COMMITTED PROFESSIONALS. 0 0 16674837 21001645 MAINSTAY LIFE SERVICES (MAINSTAY) HAS PROVIDED RESIDENTIAL AND RELATED SUPPORTS TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES, AND THEIR FAMILIES, FOR 50 YEARS. CURRENTLY, THE ORGANIZATION IS SUPPORTING 372 PEOPLE THROUGH 24-HOUR FULL-CARE HOMES, SEMI-INDEPENDENT LIVING, SUPPORTED LIVING, HOME AND COMMUNITY SUPPORTS, LIFESHARING, BEHAVIORAL SUPPORTS, EMPLOYMENT SERVICES, AND A SUMMER RESPITE PROGRAM.MAINSTAY OPERATES 39 COMMUNITY HOMES AND 21 APARTMENTS, WHICH SUPPORT 134 ADULTS. THE ORGANIZATION OWNS THE MAJORITY OF THESE RESIDENCES, WHICH INCLUDE SEVERAL SPECIALIZED HOMES DESIGNED FOR THOSE WITH BEHAVIORAL HEALTH ISSUES, PHYSICAL HANDICAPS, AUTISM, AND DIMINISHING PHYSICAL CAPACITY AND INCREASING MEDICAL NEEDS DUE TO AGING. MAINSTAY ALSO OPERATES SIX COMMUNITY HOMES SUPPORTING ADULTS WITH PRADER-WILLI SYNDROME, A RARE GENETIC DISORDER.LIFESHARING OFFERS AN ALTERNATIVE TO TRADITIONAL COMMUNITY LIVING ARRANGEMENTS. THE PROGRAM INVOLVES WORKING WITH FAMILIES OR SINGLE PERSONS WHO ARE INTERESTED IN OPENING THEIR HOMES AND LIVES TO A PERSON WITH A DEVELOPMENTAL DISABILITY. IN ADDITION, ONE CAN BECOME A LIFESHARING PROVIDER FOR A FAMILY MEMBER. LIFESHARING ENHANCES AND ENRICHES THE LIVES OF THOSE NEEDING SERVICES AND OFFERS THEM THE CHANCE TO LIVE WITH A FAMILY WHO WILL SUPPORT THEIR NEEDS AND DESIRES FOR AN EVERYDAY LIFE. MAINSTAY PROVIDES BEHAVIORAL SUPPORTS THAT PROMOTE THE BEHAVIORAL, EMOTIONAL AND SOCIAL WELL-BEING OF THE INDIVIDUALS WE SERVE AND THEIR SUPPORT SYSTEMS. MAINSTAY'S BEHAVIORAL SUPPORTS PROGRAM UTILIZES THE PHILOSOPHY OF TRAUMA-INFORMED CARE WITH THE APPROACH OF APPLIED BEHAVIOR ANALYSIS AND POSITIVE SUPPORTS. VIEWING AN INDIVIDUAL THROUGH THEIR TRAUMA HISTORY, EXPERIENCES AND BACKGROUNDS LENDS ITSELF TO MORE PERSONALIZED CARE. IN OTHER WORDS, WE TREAT THE PERSON, NOT THE DIAGNOSIS.MAINSTAY'S SUPPORTED EMPLOYMENT OPPORTUNITIES HELP PEOPLE FIND A CAREER THAT INCREASES THEIR FINANCIAL INDEPENDENCE WHILE ALSO PROVIDING A SENSE OF BELONGING WITHIN THE COMMUNITY. WITH THE SMALL STAFF-TO-PERSON RATIO, EVERY PERSON RECEIVES DIRECT ATTENTION AND GUIDANCE BASED ON THEIR INDIVIDUAL VOCATIONAL INTERESTS. STAFF ENSURES CONTINUED SUCCESS WHILE ON THE JOB THROUGH THE USE OF VARIOUS COACHING TECHNIQUES, AS WELL AS WORKING DIRECTLY WITH THE EMPLOYER. MAINSTAY SEES THE POTENTIAL IN ALL OF THOSE SUPPORTED AND IS COMMITTED TO HELPING THEM FULFILL MEANINGFUL ROLES IN THEIR COMMUNITIES AND IN THE WORKPLACE.THE SUMMER RESPITE AND RECREATION PROGRAM AND HOME AND COMMUNITY SUPPORTS ARE AVAILABLE TO THOSE WHO ARE LIVING AT HOME WITH THEIR BIOLOGICAL FAMILIES, BY THEMSELVES, OR WITH A HOST FAMILY. THE SUMMER PROGRAM SERVES 85 ADULTS ANNUALLY, MEETS A VITAL COMMUNITY NEED AND IS UNDUPLICATED IN WESTERN PENNSYLVANIA. HOME AND COMMUNITY SUPPORTS PROVIDE SERVICES TO 120 ADULTS AND CHILDREN WHO DESIRE TO LIVE IN THEIR OWN HOME OR IN THEIR FAMILY HOME AND NEED ASSISTANCE TO DO SO.ALL SUPPORTS PROVIDED ARE PERSON-CENTERED AND TAILORED TO MEET THE NEEDS OF EACH PERSON AND ALL LEVELS OF DEVELOPMENTAL DISABILITIES. MAINSTAY ASSISTS PEOPLE WITH LIVING MEANINGFUL AND SUCCESSFUL LIVES WHILE HELPING THEM TO LEARN NEW SKILLS, DEVELOP FRIENDSHIPS, AND GIVE BACK TO THE COMMUNITY. A SIGNIFICANT NUMBER OF THOSE SUPPORTED ARE FULLY INVOLVED IN THE COMMUNITY, WITH GAINFUL EMPLOYMENT (22% OF PEOPLE RESIDING IN MAINSTAY'S COMMUNITY HOMES AND 27.5% OF PEOPLE RECEIVING HOME AND COMMUNITY SUPPORTS ARE COMPETITIVELY EMPLOYED) AND A HIGH LEVEL OF SELF-SUFFICIENCY AND INDEPENDENCE. IN ADDITION, MANY OF THE PEOPLE MAINSTAY SUPPORTS VOLUNTEER FOR OTHER NONPROFIT ORGANIZATIONS. 16674837 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 37 0 467 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X KIMBERLY SONAFELT 4123443640 200 ROESSLER ROAD PITTSBURGH PA 15220 REBEKAH HERMAN BOARD CHAIR 1.00 X X 0 0 0 JACK RYAN BOARD VICE-CHAIR 1.00 X X 0 0 0 LINDA ZANE EDD BOARD SECRETARY 1.00 X X 0 0 0 BRYAN A COX BOARD TREASURER 1.00 X X 0 0 0 CARA CORTES DIRECTOR 1.00 X 0 0 0 BRITTANY DANIELS DIRECTOR 1.00 X 0 0 0 JAMES GEMPERLE DIRECTOR 1.00 X 0 0 0 MARVIN GOLD CFRE DIRECTOR 1.00 X 0 0 0 JUDITH HULICK PHD DIRECTOR 1.00 X 0 0 0 HENRY R JOHNSTON III DIRECTOR 1.00 X 0 0 0 THOMAS JUNKER DIRECTOR 1.00 X 0 0 0 JOHN LOVELACE DIRECTOR 1.00 X 0 0 0 ROBERT O'GARA DIRECTOR 1.00 X 0 0 0 RICHARD P SWARTZ DIRECTOR 1.00 X 0 0 0 JANNA M CHIURAZZI YOUNG DIRECTOR 1.00 X 0 0 0 LAUREN ZETTS DIRECTOR 1.00 X 0 0 0 KIMBERLY SONAFELT CEO 40.00 X 200429 0 3578 JODIE ESPER CFO 40.00 X 131428 0 25087 DANA SCHUTTE COO (THROUGH 6/19) 40.00 X 121040 0 13384 452897 0 42049 3 1 1 0 ACCESS 650 SMITHFIELD ST PITTSBURGH PA 15222 PARA-TRANSIT SERVICE 210138 ENKOMPAS TECHNOLOGY SOLUTIONS 4900 PERRY HWY 200 PITTSBURGH PA 15229 IT MANAGEMENT 149687 2 10928 5913 952520 77423 5913 1046784 ODP PROGRAM SERVICE 624100 20174265 20174265 ROOM AND BOARD 531110 785295 785295 ALL OTHER PROG SERVICE 900099 31802 31802 20991362 126857 126857 8415 0 8415 8415 8415 67201 5913 31372 35829 35829 OTHER 900099 10283 10283 10283 22219530 21001645 0 171101 2339211 1877108 346866 115237 10178204 8879073 1285990 13141 240633 192759 43633 4241 2271903 2045323 203312 23268 1007799 869722 128690 9387 9029 9029 27200 27200 76046 39569 36477 116348 38319 29899 48130 395696 55783 331607 8306 216673 124934 90811 928 1062604 905131 148555 8918 432914 408972 23942 9679 4632 5047 78770 71412 6509 849 709521 545959 157783 5779 93188 43307 49881 FOOD AND CLOTHING 393569 393569 OTHER EMPLOYEE EXPENSES 135214 43516 91698 SMALL EQUIPMENT AND FUR 57374 55062 2209 103 274852 80687 77961 116204 20126427 16674837 3097099 354491 2376914 8277391 2488228 1776509 116704 128928 12375031 6778294 5697851 5596737 3245752 3253270 42000 2618 2429 13928067 19077264 1227206 1466405 455189 5375 1508706 1794758 1815809 912510 3078500 9081 7543 4566177 7714905 X 9066148 11085184 295742 277175 9361890 11362359 13928067 19077264 2093103 -92634 0 X X 0 1 X 1 0 X 13812729 917913 1086144 799057 1046784 17662627 13812729 917913 1086144 799057 1046784 17662627 17662627 90573 105490 87404 122490 126857 532814 4010 7829 22068 10878 10283 55068 18250509 75494414 0.96780 0.98090 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2015 AMOUNT: $ 4,010. 2016 AMOUNT: $ 7,829. 2017 AMOUNT: $ 22,068. 2018 AMOUNT: $ 10,878. 2019 AMOUNT: $ 10,283. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 8000 8000 10379145 5533906 4845239 1968890 1244388 724502 18996 18996 5596737 INTEREST RATE SWAP AGREEMENT 7543 7543 22158268 -92634 31372 -61262 22219530 0 22219530 20157799 31372 31372 20126427 0 20126427 PART IV, LINE 2B: MAINSTAY HAS A FIDUCIARY RESPONSIBILITY TO CONTROL PERSONAL FUNDS OF CERTAIN INDIVIDUALS RECEIVING SERVICES. THESE INCLUDE CLIENT BURIAL ACCOUNTS AND CLIENT CHECKING ACCOUNTS. A LIABILITY IS REPORTED ON THE STATEMENT OF FINANCIAL POSITION TO REFLECT THAT THE FUNDS ARE NOT THE PROPERTY OF MAINSTAY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 31,372. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 31,372. GOLF OUTING 64959 4198 60761 4198 22298 2343 818 HANDBAG BINGO 8155 1715 6440 1715 0 73114 5913 67201 5913 22298 2343 818 31372 35829 X X X X 1 0 0 0 0 0 0 0 0 KIMBERLY SONAFELT CEO 200429 0 0 0 0 0 0 0 3578 0 204007 0 0 0 JODIE ESPER CFO 131428 0 0 0 0 0 0 0 25087 0 156515 0 0 0 DANA SCHUTTE COO (THROUGH 6/19) 77934 0 0 0 43106 0 0 0 13384 0 134424 0 0 0 PART I, LINE 4A DANA SCHUTTE, $43,106 FORM 990, PART VI, SECTION B, LINE 11B THE ENTIRE BOARD RECEIVES AND REVIEWS THE FINAL DRAFTS OF THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR AND OFFICER MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, SIGN, DATE AND RETURN TO THE BOARD CHAIR. WITHIN THE DISCLOSURE, THEY MUST ACKNOWLEDGE THAT THEY HAVE READ THE POLICY, AND UNDERSTAND THAT IT IS HIS OR HER DUTY TO MAKE FULL, FRANK AND FAIR DISCLOSURE OF CIRCUMSTANCES GIVING RISE TO AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. EACH DIRECTOR AND OFFICER IS ALSO OBLIGATED TO FILE A SUPPLEMENTARY DISCLOSURE STATEMENT IF, DURING THE YEAR, THERE IS ANY CHANGE IN CIRCUMSTANCES THAT ALTERS OR MAKES INCOMPLETE THE INFORMATION PROVIDED IN THE ORIGINAL DISCLOSURE STATEMENT. THE CONFLICT OF INTEREST POLICY ALSO FURTHER DEFINES ADDITIONAL DISCLOSURES, METHODS OF ANALYSIS OF A CONFLICT ISSUE, AND PROCEDURES TO FOLLOW WHEN THERE IS A DETERMINATION OF THE EXISTENCE OF A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS MUST REVIEW, AND ANNUALLY APPROVE, THE COMPENSATION POLICIES FOR ALL POSITIONS, INCLUDING THE CEO, WHICH ARE OUTLINED WITH A MINIMUM AND MAXIMUM HIRING RANGE AND MAXIMUM COMPENSATION FOR EACH PAY CLASSIFICATION. FORM 990, PART VI, SECTION C, LINE 19 MAINSTAY LIFE SERVICES WILL PROVIDE THESE DOCUMENTS UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.