2021-04-15T09:58:50-05:00 2020-06-30 420714325 RSM US LLP 1861 INTERNATIONAL DRIVE SUITE 400 MCLEAN VA 22102 990 2019-07-01 521773885 CHIMES METRO INC CHIM 4103586400 4815 SETON DRIVE BALTIMORE MD 21215 TERENCE G BLACKWELL JR PRESIDENT/CEO 4103586400 2021-04-13 1 KRISTEN BARNETT P01234578 7033366400 2021-04-13 2019 2022-09-23 18:48:47Z TERENCE G BLACKWELL JR 4815 SETON DRIVE BALTIMORE MD 21215 27409636 0 X WWW.CHIMES.ORG X 1992 MD TO SUPPORT PEOPLE WITH DISABILITIES TO ENGAGE MORE FULLY IN LIFE'S OPPORTUNITIES. 9 6 847 6 0 0 40100 79757 25965808 27293542 0 -42204 515 36337 26006423 27367432 0 0 0 0 20525313 19572746 0 0 0 11400469 6399138 31925782 25971884 -5919359 1395548 8750301 12844396 11745729 14444276 -2995428 -1599880 TO SUPPORT PEOPLE WITH DISABILITIES TO ENGAGE MORE FULLY IN LIFE'S OPPORTUNITIES. 0 0 14229831 18745739 RESIDENTIAL SERVICES:CHIMES METRO PROVIDES A COMPLETE ARRAY OF LIVING OPTIONS IN DELAWARE. THE ORGANIZATION PROVIDES GROUP LIVING SITUATIONS AS WELL AS SUPPORT BASED MODELS OF SERVICE. "DELAWARE" TIERS ITS SYSTEM BASED ON THE NEEDS OF THE INDIVIDUAL. CHIMES PROVIDES SERVICES TO BOTH TIERS: THE "COMMUNITY PROGRAM AND THE "POST 21 PROGRAM", WITH HOMES LOCATED THROUGH OUT THE STATE. 6955970 8547803 DAY SERVICES:CHIMES METRO SERVES PEOPLE WITH PROGRAMS THAT PROVIDE MEANINGFUL DAY TIME ACTIVITY. THIS INCLUDES EMPLOYMENT, RECREATIONAL ACTIVITIES, SKILLS ACQUISITION, ASSESSMENT OF NEEDS AND SUPPORTS. 21185801 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 57 0 1 847 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD DE X STEPHEN DARE 4103586400 4815 SETON DRIVE BALTIMORE MD 21215 IRVIN LEVIN CHAIRPERSON 2.00 X X 0 0 0 STEVE DARE TREASURER 3.00 55.00 X X 0 330427 16051 THOMAS PALERMO SECRETARY (UNTIL 1/17/2020) 1.00 46.00 X X 0 178650 16317 JOYCE BOWLSBEY ASSISTANT SECRETARY 1.00 X X 0 0 0 BRIAN ALBERTI DIRECTOR 1.00 X 0 0 0 SHAE CHASANOV ESQ DIRECTOR 1.00 X 0 0 0 WILLIAM DRAKE DIRECTOR 1.00 1.00 X 0 0 0 THOMAS MCMANUS DIRECTOR 1.00 X 0 0 0 TERENCE G BLACKWELL JR PRESIDENT AND CEO 3.00 55.00 X X 0 405064 20494 LOIS M MESZAROS CHIEF OPERATING OFFICER 40.00 X 123545 0 3590 123545 914141 56452 1 0 1 0 DART 119 LOWER BEECH STREET STE 100 WILMINGTON DE 19805 CLIENT TRANSPORTATION 345600 1 79757 79757 GOVERNMENT CONTRACTS 624100 27293542 27293542 27293542 42204 -42204 -42204 -42204 OTHER INCOME 900099 36337 36337 36337 27367432 27293542 0 -5867 127135 113942 13193 14815557 13303554 1512003 467810 391635 76175 2111744 1972908 138836 2050500 1664888 385612 56452 8554 47898 36000 36000 31711 30111 1600 2714 2714 213013 150811 62202 118978 117074 1904 1556027 1439439 116588 552726 525228 27498 411741 411741 188023 167626 20397 119988 43262 76726 CENTRAL AGENCY ADMIN EX 1628466 1628466 FOOD 434613 425086 9527 TRANSPORT CONT 347400 347400 CONTRACT MAINT SERV 247642 215878 31764 453644 268405 185239 25971884 21185801 4786083 0 19131 82821 2857115 6944422 98269 97506 9851556 5271623 4653819 4579933 1121967 1139714 8750301 12844396 1846658 2867987 9899071 11576289 11745729 14444276 X -2995428 -1599880 -2995428 -1599880 8750301 12844396 1395548 0 X X 0 1 X 1 0 X 63124 40100 79757 182981 26273098 26876207 26523355 25966323 27293542 132932525 26273098 26939331 26523355 26006423 27373299 133115506 0 0 0 133115506 79757 79757 26273098 26939331 26523355 26006423 27453056 133195263 0.99940 1.00000 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 79,757. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 36000 36000 0 PART II-B, LINE 1: PART II-B, LINE 1(A), VOLUNTEERS & LINE 1(B) PAID STAFF OR MANAGEMENT: STAFF AND BOARD MEMBERS ARE PERIODICALLY ASKED TO REACH OUT TO FEDERAL, STATE, AND LOCAL ELECTED OFFICIALS AND LEGISLATORS IN REGARD TO ISSUES OF CONCERN FOR THE PEOPLE WE SERVE AND THAT MAY EFFECT THE ORGANIZATION. THE COMPANY DOES NOT REQUIRE STAFF TO DO SO, NOR DOES IT DICTATE WHEN A PERSON SHOULD MAKE SUCH AN OUTREACH IF THEY CHOOSE TO. AS SUCH, IT IS POSSIBLE SOME STAFF MAY DO SO DURING THEIR WORKING DAY RATHER THAN ON THEIR OWN TIME. STAFF ARE NOT GIVEN TIME OFF FROM ASSIGNED TASKS TO MAKE SUCH OUTREACH. PART II-B, LINE 1(G), DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY: $36,000 WAS PAID TO THE BYRD GROUP LLC FOR LOBBYING EXPENSES. 880048 880048 4876367 1427033 3449334 1891549 1822762 68787 2203592 2021828 181764 4579933 DEPOSITS 38558 DUE FROM RELATED PARTY 1101156 1139714 DUE TO RELATED PARTIES 11576289 11576289 X 203309196 175941764 175941764 27367432 0 27367432 197590517 171618633 171618633 25971884 0 25971884 PART X, LINE 2: THE ORGANIZATION'S ENTITIES ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE NOT CONSIDERED PRIVATE FOUNDATIONS. NONE OF THE ORGANIZATION'S ACTIVITIES, WITH THE EXCEPTION OF INTERNATIONAL, ARE SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC), ACCOUNTING FOR INCOME TAXES. THIS TOPIC REQUIRES THE ORGANIZATION TO RECOGNIZE OR DISCLOSE ANY TAX POSITIONS THAT WOULD RESULT IN UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION HAS NO POSITIONS THAT WOULD REQUIRE DISCLOSURE OR RECOGNITION UNDER THE TOPIC. NONE OF THE ORGANIZATION'S ACTIVITIES ARE SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: THE CHIMES REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 46,082,494. CHIMES DC REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 92,119,543. CHIMES VA REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 5,515,094. CHIMES INT'L LTD. REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 13,003,432. HOLCOMB ASSOCIATES REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 32,088,555. COAD REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS CHIMES FOUNDATION REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 1,208,760. ELIMINATION ENTRIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -14,076,114. PART XII, LINE 2D - OTHER ADJUSTMENTS: THE CHIMES EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 46,290,598. CHIMES DC EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 86,076,388. CHIMES VA EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 5,982,949. CHIMES INT'L LTD. EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 11,824,501. INTEREST RATE SWAP 1,178,931. HOLCOMB ASSOCIATES EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 33,036,668. COAD EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS CHIMES FOUNDATION EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 1,304,712. ELIMINATION ENTRIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -14,076,114. X X X X X 0 0 0 0 0 0 0 0 0 STEVE DARE TREASURER 0 328998 0 110 0 1319 0 9533 0 6518 0 346478 0 0 THOMAS PALERMO SECRETARY (UNTIL 1/17/2020) 0 178475 0 105 0 70 0 5400 0 10917 0 194967 0 0 TERENCE G BLACKWELL JR PRESIDENT AND CEO 0 397006 0 310 0 7748 0 6058 0 14436 0 425558 0 0 PART II THE COMPANY PROVIDES BASIC LIFE INSURANCE EQUAL TO THE AMOUNT OF THE EMPLOYEES SALARY, UP TO $200,000. THE EMPLOYEES ARE TAXED ON THE COST OF THE INSURANCE IN EXCESS OF $50,000. NONTAXABLE PAYMENTS ARE RECORDED IN COLUMN D. ANY POTENTIAL TAXABLE PAYMENTS ARE REPORTED IN COLUMN B. THE COMPANY'S CONTRIBUTION TOWARDS THE EMPLOYEE'S COMPANY-PROVIDED HEALTH INSURANCE IS REPORTED IN COLUMN D. THE COMPANY'S CONTRIBUTIONS TO AN INDIVIDUAL'S 403(B) RETIREMENT PLAN ACCOUNT ARE REPORTED IN COLUMN C. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS FORM 990 PRIOR TO THE FILING DEADLINE. THE REMAINING BOARD MEMBERS ARE SUBSEQUENTLY PROVIDED A COPY. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. AT EACH MEETING OF THE BOARD A SCHEDULE OF CONFLICTS OF INTEREST, IF ANY ARE PROVIDED TO MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT COMPENSATION COMMITTEE OF THE CHIMES INTERNATIONAL BOARD OF DIRECTORS FOLLOWS THE PROCESS DESCRIBED IN THE IRS INTERMEDIATE SANCTIONS RULES WHEN DETERMINING THE COMPENSATION OF THE INDIVIDUALS ON PART VI, LINES 15A AND 15B. MEMBERS OF THE INDEPENDENT COMPENSATION COMMITTEE OF THE CHIMES INTERNATIONAL BOARD OF DIRECTORS SIT ON VARIOUS BOARDS OF RELATED CHIMES FAMILY OF SERVICES ENTITIES. THIS COMMITTEE SERVES AS THE INDEPENDENT COMPENSATION COMMITTEE FOR ALL BOARDS OF RELATED ORGANIZATIONS. SPECIFICALLY, THE COMMITTEE: (1) IS COMPOSED ENTIRELY OF NON-EMPLOYEE VOLUNTEER DIRECTORS WHO HAVE NO FAMILIAL, BUSINESS OR SIGNIFICANT PERSONAL RELATIONSHIPS WITH CHIMES INTERNATIONAL, ITS RELATED COMPANIES OR ITS EXECUTIVES. (2) ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO COMPILE APPROPRIATE COMPARABILITY DATA (INCLUDING COMPENSATION MARKET INFORMATION FOR PEERS WITH WHOM CHIMES FAMILY OF SERVICES COMPETES FOR EXECUTIVE TALENT) FOR COMMITTEE RELIANCE. THE COMMITTEE WILL MEET WITH REPRESENTATIVES OF THE CONSULTING FIRM OR COUNSEL TO REVIEW THIS DATA IN DETAIL. (3) REVIEWS ALL ELEMENTS OF EXECUTIVES' TOTAL COMPENSATION, INCLUDING BUT NOT LIMITED TO BASE SALARY, BONUSES, PERQUISITES, FRINGE BENEFITS, AND INCENTIVE AND DEFERRED COMPENSATION ARRANGEMENTS. UPON THE EXECUTIVE'S HIRE, AND AT EACH POINT IN TIME THEREAFTER AT WHICH A NEW OR REVISED COMPENSATION ARRANGEMENT IS UNDER CONSIDERATION WITH RESPECT TO THE EXECUTIVE, THE COMMITTEE MEETS WITH COUNSEL AND/OR WITH ITS INDEPENDENT COMPENSATION CONSULTING FIRM BEFORE THE ARRANGEMENT IS IMPLEMENTED TO EVALUATE THE REASONABLENESS OF THE ARRANGEMENT BY COMPARING BOTH THE ARRANGEMENT ITSELF AND THE EXECUTIVE'S ENTIRE COMPENSATION PACKAGE TO COMPENSATION PACKAGES PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. (4) DOCUMENTS, CONCURRENTLY WITH ITS DETERMINATION, THE BASIS FOR ITS DETERMINATION IN THE MINUTES OF ITS MEETING. THESE MINUTES ARE REVIEWED, REVISED IF NECESSARY AND APPROVED AT THE FOLLOWING MEETING OF THE COMMITTEE. (5) RETAINS RECORDS CONCERNING THE COMMITTEE'S COMPLIANCE WITH THE IRS INTERMEDIATE SANCTIONS RULES. II. ON A PERIODIC BASIS, THE COMMITTEE USES THE PROCESS DESCRIBED ABOVE TO EVALUATE THE POSITIONS OF COO/EVP OPERATIONS, CFO/EVP FINANCE AND CEO/PRESIDENT. IN ADDITION, PERIODIC COMPENSATION STUDIES ARE OBTAINED FOR PURPOSES OF ESTABLISHING BASELINE COMPENSATION INFORMATION FOR THE COMMITTEE. CURRENTLY, THE COMMITTEE IS USING COMPENSATION STUDIES OBTAINED IN THE FOLLOWING TAX YEARS FOR THEIR RESPECTIVE POSITIONS: POSITION & YEAR COO/EVP OPERATIONS - 2019 CFO/EVP FINANCE - 2019 CEO/PRESIDENT - 2019 COO'S RELATED ORGANIZATIONS - 2019 FORM 990, PART VI, SECTION C, LINE 18 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE TO ANY MEMBER OF THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS. CHESTER COUNTY COUNCIL ON ADDICTIVE DISEASES INC 467 CREAMERY WAY EXTON PA 19341 236461750 TO ADDRESS THE USE AND ABUSE OF DRUGS & ALCOHOL AND FOCUSES ON MENTAL PA 501(C)(3) LINE 10 HOLCOMB ASSOCIATES INC 0 CHIMES DISTRICT OF COLUMBIA INC 4815 SETON DRIVE BALTIMORE MD 21215 541691953 SUPPORTING SERVICE ORGANIZATION DC 501(C)(3) LINE 12B, II THE CHIMES INC 0 CHIMES INTERNATIONAL LTD 4815 SETON DRIVE BALTIMORE MD 21215 522000359 SUPPORTING SERVICE ORGANIZATION DE 501(C)(3) LINE 12C, III-FI N/A 0 CHIMES PA INC 467 CREAMERY WAY EXTON PA 19341 233007932 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. PA 501(C)(3) PF HOLCOMB ASSOCIATES INC 0 CHIMES VIRGINIA INC 4815 SETON DRIVE BALTIMORE MD 21215 541691952 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. VA 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 0 HOLCOMB ASSOCIATES INC 467 CREAMERY WAY EXTON PA 19341 232093566 PROVIDES SERVICES FOR INDIVIDUALS WITH MENTAL HEALTH AND SUBSTANCE PA 501(C)(3) LINE 7 CHIMES INTERNATIONAL LTD 0 THE CHIMES INC 4815 SETON DRIVE BALTIMORE MD 21215 520575305 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. MD 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0