DIVERSFIED FAMILY SERVICES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DIVERSFIED FAMILY SERVICES INC (EIN 25-1576497)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-02-05
- IRS object ID
- 202510369349300111
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-05T07:59:01-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 251622758 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHER DUESSEL CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 503 MARTINDALE STREET SUITE 600 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15212 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251576497 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DIVERSIFIED FAMILY SERVICES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DIVE | BusinessNameControlTxt |
| Phone | 7243462123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1027 | AddressLine1Txt |
| City | HERMITAGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16148 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORRAINE LIVOSKY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 7243462123 | PhoneNum |
| Signature | 2025-02-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE L BRYAN | PreparerPersonNm |
| PTIN | P01306133 | PTIN |
| Phone | 4124715500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LORRAINE LIVOSKY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1027 | AddressLine1Txt |
| City | HERMITAGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16148 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,639,756 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.DIVERSIFIEDFAMILY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1985 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE AGENCY IS TO PROVIDE A VARIETY OF PROFESSIONAL HUMAN SERVICES AND SUPPORTS WHICH STRENGTHEN FAMILIES. THE AGENCY SPECIALIZES IN PROVIDING SERVICES TO ADULTS WHO HAVE INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 9 | VotingMembersIndependentCnt |
| Total Employee | 183 | TotalEmployeeCnt |
| Total Volunteers | 9 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $20,112 | PYContributionsGrantsAmt |
| CY Contributions Grants | $223,723 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,183,207 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $10,154,449 | CYProgramServiceRevenueAmt |
| PY Investment Income | $125,384 | PYInvestmentIncomeAmt |
| CY Investment Income | $258,367 | CYInvestmentIncomeAmt |
| PY Other Revenue | $41,668 | PYOtherRevenueAmt |
| CY Other Revenue | $3,217 | CYOtherRevenueAmt |
| PY Total Revenue | $10,370,371 | PYTotalRevenueAmt |
| CY Total Revenue | $10,639,756 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $8,670,995 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,694,996 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,460,179 | PYOtherExpensesAmt |
| CY Other Expenses | $1,362,976 | CYOtherExpensesAmt |
| PY Total Expenses | $10,131,174 | PYTotalExpensesAmt |
| CY Total Expenses | $10,057,972 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $239,197 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $581,784 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,727,961 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,282,755 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $795,831 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,375,389 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,932,130 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,907,366 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF THE AGENCY IS TO PROVIDE A VARIETY OF PROFESSIONAL HUMAN SERVICES AND SUPPORTS WHICH STRENGTHEN FAMILIES. THE AGENCY SPECIALIZES IN PROVIDING SERVICES TO ADULTS WHO HAVE INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $7,182,704 | ExpenseAmt |
| Revenue | $8,618,954 | RevenueAmt |
| Desc | HUMAN SERVICES PROGRAMS: RESIDENTIAL SERVICES FOR ADULTS WITH INTELLECTUAL DISABILITIES. INDIVIDUALS ARE SERVED IN RESIDENTIAL HABILITATION AND LIFE SHARING HOMES LICENSED BY PA ODP. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,618,693 | ExpenseAmt |
| Revenue | $1,538,712 | RevenueAmt |
| Desc | HUMAN SERVICES: NON-RESIDENTIAL SERVICES TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES. IN-HOME AND COMMUNITY SUPPORTS AND COMPANION SERVICES WERE PROVIDED TO INDIVIDUALS. VOCATIONAL SERVICES FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES WERE ALSO PROVIDED. CLIENTS ALSO PARTICIPATED IN SUPPORTED EMPLOYMENT AND SMALL GROUP EMPLOYMENT. TRANSPORTATION SERVICES WERE ALSO PROVIDED. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $8,801,397 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 183 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 9 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TODD DAVIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7243462123 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1027 | AddressLine1Txt |
| City | HERMITAGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 16148 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| MAUREEN DUNN | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JULIE CYLENCIA | |||||||
| VICE PRESIDENT | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ANN U'HALIE | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| DEB STIGER | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| MATTHEW FABIAN | |||||||
| SECRETARY | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KEN JOHNSTON | |||||||
| TREASURER | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| VIKKI GRUITZA | |||||||
| PRESIDENT | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JULIE GINNIS | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| JENNFIER MUIR | |||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LORRAINE LIVOSKY | |||||||
| EXECUTIVE DIRECTOR/CEO | 40.00 | $155,160 | $0 | $6,918 | Yes (X) | ||
| TODD DAVIES | |||||||
| CONTROLLER | 40.00 | $91,262 | $0 | $4,635 | Yes (X) | ||
| ANGEL NORRIS | |||||||
| ASSISTANT PROGRAM DIRECTOR | 40.00 | $105,188 | $0 | $3,642 | Yes (X) | ||
| STACEY CANNON | |||||||
| PROGRAM DIRECTOR | 40.00 | $107,630 | $0 | $5,153 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $459,240 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,348 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $223,723 | GovernmentGrantsAmt |
| Total Contributions | $223,723 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FEE FOR SERVICE REVENUE - WAIVER | 624100 | $9,629,305 | $9,629,305 |
| PROGRAM INCOME | 624100 | $356,798 | $356,798 |
| FEE FOR SERVICE REVENUE - MCBHC | 624100 | $168,346 | $168,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $10,154,449 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $258,367 | TotalRevenueColumnAmt |
| Exclusion | $258,367 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 624100 | BusinessCd |
| Total Revenue Column | $3,217 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,217 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,217 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,639,756 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,157,666 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $258,367 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,403 | TotalAmt |
| Management And General | $268,403 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,309,249 | TotalAmt |
| Program Services | $5,769,899 | ProgramServicesAmt |
| Management And General | $539,350 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $321,599 | TotalAmt |
| Program Services | $298,851 | ProgramServicesAmt |
| Management And General | $22,748 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,113,161 | TotalAmt |
| Program Services | $1,016,373 | ProgramServicesAmt |
| Management And General | $96,788 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,584 | TotalAmt |
| Program Services | $602,696 | ProgramServicesAmt |
| Management And General | $79,888 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,359 | TotalAmt |
| Program Services | $1,379 | ProgramServicesAmt |
| Management And General | $980 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $78,943 | TotalAmt |
| Program Services | $78,943 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,359 | TotalAmt |
| Program Services | $63,497 | ProgramServicesAmt |
| Management And General | $6,862 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,716 | TotalAmt |
| Program Services | $5,469 | ProgramServicesAmt |
| Management And General | $31,247 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,143 | TotalAmt |
| Program Services | $90,628 | ProgramServicesAmt |
| Management And General | $50,515 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,677 | TotalAmt |
| Program Services | $222,847 | ProgramServicesAmt |
| Management And General | $43,830 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,277 | TotalAmt |
| Program Services | $184,033 | ProgramServicesAmt |
| Management And General | $244 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,620 | TotalAmt |
| Management And General | $2,620 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,655 | TotalAmt |
| Program Services | $131,747 | ProgramServicesAmt |
| Management And General | $55,908 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,090 | TotalAmt |
| Program Services | $110,781 | ProgramServicesAmt |
| Management And General | $8,309 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES, FOOD, AND HOU | $134,584 | $125,873 | $8,711 |
| COMMUNICATION | $48,879 | $21,654 | $27,225 |
| REPAIRS AND MAINTENANCE | $26,134 | $23,237 | $2,897 |
| NON-CAPITALIZABLE PROPE | $18,755 | $16,563 | $2,192 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,785 | TotalAmt |
| Program Services | $36,927 | ProgramServicesAmt |
| Management And General | $7,858 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,057,972 | TotalAmt |
| Program Services | $8,801,397 | ProgramServicesAmt |
| Management And General | $1,256,575 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,592 | BOYAmt |
| EOY | $66,123 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,685,012 | BOYAmt |
| EOY | $3,546,591 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,160 | BOYAmt |
| EOY | $879,393 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,282 | BOYAmt |
| EOY | $19,561 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,354,283 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,691,323 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,634,700 | BOYAmt |
| EOY | $2,662,960 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,217,061 | BOYAmt |
| EOY | $5,747,443 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,154 | BOYAmt |
| EOY | $360,684 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,727,961 | BOYAmt |
| EOY | $13,282,755 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,692 | BOYAmt |
| EOY | $826,500 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $123,268 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,341 | BOYAmt |
| EOY | $165,311 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,798 | BOYAmt |
| EOY | $260,310 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $795,831 | BOYAmt |
| EOY | $1,375,389 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,932,130 | BOYAmt |
| EOY | $11,907,366 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,932,130 | BOYAmt |
| EOY | $11,907,366 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,727,961 | BOYAmt |
| EOY | $13,282,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $581,784 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $393,452 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $1,710,007 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $20,112 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $223,723 | CurrentTaxYearAmt |
| Total | $1,953,842 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,227,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,183,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,613,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,183,207 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,154,499 | CurrentTaxYearAmt |
| Total | $51,362,154 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,227,454 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,893,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,613,478 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,203,319 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,378,222 | CurrentTaxYearAmt |
| Total | $53,315,996 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $53,315,996 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $258,367 | CurrentTaxYearAmt |
| Total | $630,218 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $68,780 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $78,345 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,571 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $109,155 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $258,367 | CurrentTaxYearAmt |
| Total | $630,218 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $32,140 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $25,698 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,217 | CurrentTaxYearAmt |
| Total | $108,507 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,328,374 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,997,566 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,734,833 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,354,142 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,639,806 | CurrentTaxYearAmt |
| Total | $54,054,721 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98630 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97510 | PublicSupportPY509Pct |
| Investment Income CY | 0.01170 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00750 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2019 AMOUNT: $ 32,140. 2020 AMOUNT: $ 25,698. 2021 AMOUNT: $ 5,784. 2022 AMOUNT: $ 41,668. 2023 AMOUNT: $ 3,217. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $162,500 | OtherCostOrOtherBasisAmt |
| Book Value | $162,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,948,288 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,680,561 | DepreciationAmt |
| Book Value | $2,267,727 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,243,495 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,010,762 | DepreciationAmt |
| Book Value | $232,733 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,662,960 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| SELF-FUNDED HEALTH INSURANCE | $158,741 |
| OPERATING LEASE LIABILITY | $101,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $260,310 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,033,208 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $393,452 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $393,452 | RevenueNotReportedAmt |
| Revenue Subtotal | $10,639,756 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $10,639,756 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,057,972 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,057,972 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,057,972 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, LINE 2B: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ACTS AS A REPRESENTATIVE PAYEE FOR VARIOUS CLIENTS WHO LIVE IN GROUP HOMES OPERATED BY THE ORGANIZATION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORRAINE LIVOSKY | PersonNm |
| Title | EXECUTIVE DIRECTOR/CEO | TitleTxt |
| Base Compensation Filing Org | $155,160 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,318 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $600 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $162,078 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | MEMBERS SHALL BE ELIGIBLE TO VOTE FROM THE PROPOSED BALLOT OF THE BOARD OF DIRECTORS AT THE ANNUAL MEETING. EACH MEMBER SHALL BE ENTITLED TO ONE VOTE ON ANY MATTER TO BE SUBMITTED TO A VOTE OF THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS EMAILED TO THE MEMBERS OF THE BOARD, PRIOR TO SUBMISSION. THE AUDIT/FINANCE COMMITTEE REVIEWS THE 990 AND MAKES RECOMMENDATIONS FOR REVISION. THE AUDIT/FINANCE COMMITTEE RECOMMENDS THE ACCEPTANCE OF THE FORM 990 TO THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | WHERE AN ACUTAL OR POTENTIAL CONFLICT EXISTS BETWEEN INTERESTS OF DFS AND AN INTERESTED PARTY, DFS WILL REFRAIN FROM THE PROPOSED ACTION OF TRANSACTION UNTIL SUCH TIME AS THE PROPOSED ACTION OR TRANSACTION HAS BEEN APPROVED BY THE DISINTERESTED MEMBERS OF THE BOARD OF DIRECTORS. THE DIRECTOR'S PRESENCE MAY BE COUNTED IN DETERMINING QUORUM FOR ANY VOTE WITH THE RESPECT TO A DFS BUSINESS TRANSACTION WHICH HE OR SHE HAS A POSSIBLE CONFLICT OF INTEREST. HOWEVER, THE INTERESTED PARTY, WHO HAS THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST, SHALL NOT PARTICIPATE IN ANY WAY, OR BE PRESENT DURING THE DELIBERATION AND DECISION MAKING OF DFS WITH RESPECT TO SUCH ACTIONS OR TRANSACTIONS. THE INTERESTED PARTY MAY, UPON REQUEST, BE AVAILABLE TO ANSWER ANY QUESTIONS OR PROVIDE MATERIAL FACTUAL INFORMATION ABOUT THE PROPOSED TRANSACTION. THE DISINTERESTED MEMBERS OF THE BOARD MAY APPROVE THE PROPOSED ACTION OR TRANSACTION UPON FINDING THAT IT IS IN THE BEST INTEREST OF THE ORGANIZATION IN WHICH THE TERMS ARE AT LEAST FAIR AND REASONABLE TO DFS AS THOSE WHICH WOULD OTHERWISE BE AVAILABLE TO DFS IF IT WERE DEALING WITH A PARTY OR ENTITY THAT IS NOT AN INTERESTED PARTY. APPROVAL BY THE DISINTERESTED MEMBERS OF THE BOARD SHALL REFLECT THAT THE CONFLICT DISCLOSURE WAS MADE, THE VOTE WAS TAKEN, AND THAT THE INTERESTED PARTY ABSTAINED FROM THE DISCUSSION AND VOTING. A WRITTEN RECORD OF ANY POSSIBLE CONFLICT AND OF ANY ADJUSTMENT MADE TO AVOID POSSIBLE CONDLICTS OF INTEREST SHALL BE KEPT IN THE BOARD FILE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION REVIEW COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE WAGES AND BENEFITS FOR THE EXECUTIVE DIRECTOR AND KEY EMPLOYEES (CONTROLLER, PROGRAM DIRECTOR, AND ADMINISTRATIVE OFFICER). THE PRIMARY GUIDELINES FOR EXTERNAL COMPETITIVENESS WILL BE AT LEAST THE MEDIAN SALARY, BUT WILL STRIVE TO BE AN ORGANIZATION THAT LEADS THE MARKET. THE MEDIAN SALARY OF AGENCIES WILL BE DETERMINED BY "BUDGET SIZE AND "AGENCIES OUTSIDE OF ALLEGHENY COUNTY" IN THE MOST RECENT "WAGE AND BENEFIT SURVEY OF SOUTHWESTERN PA NONPROFIT ORGANIZATION." SECONDARY FACTORS TAKEN INTO CONSIDERATION DEPENDING UPON THE SPECIFIC POSITIONS WERE "PRIMARY SOURCE OF FUNDING," "NUMBER OF EMPLOYEES, AND "LEVEL OF EDUCATION REQUIRED." ALSO TAKEN INTO CONSIDERATION FOR KEY EMPLOYEES ARE "NUMBER OF YEARS IN POSITION AND "NUMBERS OF EMPLOYEES MANAGED". COMPENSATION COULD BE LINKED TO INDIVIDUAL EMPLOYEE PERFORMANCE (MERIT INCREASE), FLAT INCREASE (ALL EMPLOYEES RECEIVE A SET DOLLAR AMOUNT), OR BY MARKET ADJUSTMENTS. THE BOARD OF DIRECTORS IS RESPONSIBLE FOR HIRING AND ESTABLISHING THE COMPENSATION (SALARY AND BENEFITS) OF THE EXECUTIVE DIRECTOR/CEO BY IDENTIFYING COMPENSATION THAT IS "REASONABLE AND NOT EXCESSIVE." THE RECOMMENDATION PROCESS FOR DETERMINING THE APPROPRIATE COMPENSATION IS TO CONDUCT A REVIEW OF SIMILARLY-SIZED PEER ORGANIZATIONS, IN THE SAME GEOGRAPHIC LOCATION, AND WHAT THEY OFFER THEIR SENIOR LEADERS. ALSO, THE NUMBER OF EMPLOYEES MANAGED AND NUMBER OF YEARS IN POSITION ARE TAKEN INTO CONSIDERATION FOR KEY EMPLOYEE COMPENSATION. THE BOARD WILL UTILIZE GUIDESTAR WHICH INCLUDES DATA FROM THE AGENCY FORM 990S TO BE REVIEWED AND DISPLAYS THE EXECUTIVE DIRECTOR'S SALARY. THE BOARD WILL APPROVE SENIOR MANAGEMENT (CONTROLLER, PROGRAM DIRECTOR, ADMINISTRATIVE OFFICER) AND THE EXECUTIVE DIRECTOR'S COMPENSATION. THE COMPENSATION REVIEW COMMITTEE RECOMMENDED SALARY AND BENEFITS WHICH WERE APPROVED BY THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE AGENCY'S FORM 990, WHICH INCLUDES FINANCIAL STATEMENTS, IS POSTED TO GUIDESTAR. THE MISSION STATEMENT IS ON THE AGENCY BROCHURE AND ALSO ON THE AGENCY WEBSITE. THE ARTICLES OF INCORPORATION AND BYLAWS ARE ON FILE WITH THE PA CORPORATION BUREAU. BOARD MINUTES AND THE ANNUAL FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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