2020-07-13T13:27:07-05:00 2019-06-30 223271712 MERCADIEN PC PO BOX 7648 PRINCETON NJ 085437648 990 2018-07-01 223265546 SERV FOUNDATION INC SERV 6094060100 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 DON HOLFORD CHIEF FINANCIAL OFFICER 6094060100 2020-07-13 1 LOVEPREET BUTTAR CPA P01329403 6096899700 2020-07-13 63.117.53.200 2020-07-13 14:26:57 ED P C7999CEF8FE75971F86DF5B5E1918EFD4D761FE8 095EBCC4F8D22826B36E751D55B26B4299A79C98 2018 2021-01-29 14:40:06Z DON HOLFORD 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 3160465 0 X WWW.SERVBHS.ORG X 1993 NJ TO RAISE FUNDS IN SUPPORT OF THE SERV PROGRAMS, WHICH OPERATE THROUGH RELATED AFFILIATES. 9 8 0 33 -511 -511 252531 335866 0 0 -1065089 334676 -4937 -15992 -817495 654550 42072 16946 0 0 14424 16242 0 0 23675 148131 76974 204627 110162 -1022122 544388 4667994 5078455 27520 31938 4640474 5046517 X TO RAISE FUNDS FOR SUPPORT OF SERV PROGRAMS, WHICH OPERATE THROUGH THE ORGANIZATION'S AFFILIATES (SERV CENTERS OF NEW JERSEY, INC. AND SERV ACHIEVEMENT CENTERS, INC). THESE PROGRAMS PROVIDE SOCIAL, EDUCATIONAL, RESIDENTIAL AND VOCATIONAL SERVICES TO INDIVIDUALS WITH EMOTIONAL OR MENTAL DISTURBANCE. 0 0 35497 16946 THE SERV FOUNDATION RAISES FUNDS TO PROVIDE INNOVATIVE PROGRAMS FOR INDIVIDUALS IN THE SERV BEHAVIORAL HEALTH SYSTEM'S FAMILY OF COMPANIES WHO STRUGGLE WITH DEBILITATING MENTAL ILLNESSES OR DEVELOPMENTAL DISABILITIES. BY CREATING PARTNERSHIPS WITH INDIVIDUALS AND ORGANIZATIONS, THE FOUNDATION DEVELOPS AWARENESS IN THE COMMUNITY AND PROVIDES FINANCIAL SUPPORT FOR EXCEPTIONAL PROGRAMS BENEFITING OUR CONSUMERS, THEIR FAMILIES AND THE COMMUNITY AT LARGE.THE SERV FOUNDATION SCHOLARSHIP FUND WAS ESTABLISHED IN 2004 TO PROVIDE TUITION AID TO SERV'S ADULT CONSUMERS WHO WOULD LIKE TO CONTINUE THEIR EDUCATIONAL GOALS BUT HAVE EXHAUSTED ALL SOURCES OF FINANCIAL AID. SIX CONSUMERS RECEIVED SCHOLARSHIP ASSISTANCE DURING FISCAL YEAR 2019. THE ANNUAL WELLNESS & DEVELOPMENT CONFERENCE WAS INITIATED BY THE SERV FOUNDATION IN 2002 TO SUPPORT SERV CONSUMERS AS THEY WORK TOWARD THEIR GOAL OF OVERALL WELLNESS. THIS DAYLONG EVENT IS PRESENTED TO CONSUMERS AND THEIR FAMILIES FREE OF CHARGE AND FEATURES FIVE EDUCATIONAL AND SKILL-BUILDING WORKSHOPS THAT ADDRESS DIMENSIONS OF THE WELLNESS AND RECOVERY PHILOSOPHY: PHYSICAL, SPIRITUAL, SOCIAL, INTELLECTUAL, EMOTIONAL, OCCUPATIONAL/LEISURE, ENVIRONMENTAL AND FINANCIAL. IN 2019, 467 INDIVIDUALS ATTENDED THE CONFERENCE. 35497 1 1 0 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 4 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ X DON HOLFORD 6094060100 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 ANDRE CALDINI CHAIR PERSON 5.00 X X 0 0 0 RICH DIACONT VICE CHAIR PERSON 5.00 X X 0 0 0 RICH ANDERSON BOARD MEMBER 2.00 X 0 0 0 WARD BAUMAN BOARD MEMBER 2.00 X 0 0 0 TED GOLFINOPOULOS PAST CHAIRPERSON 5.00 X 0 0 0 PETER POGANY RP BOARD MEMBER 2.00 X 0 0 0 SHAHNAM SHARAREH BOARD MEMBER 2.00 X 0 0 0 TIM SMITH BOARD MEMBER 2.00 X 0 0 0 REGINA WIDDOWS PRESIDENT AND CEO 2.00 38.00 X X 0 382103 40313 IDA DOOLAN DIRECTOR OF COMMUNICATIONS 2.00 38.00 X 0 74526 13450 MORRIS BREITSTIEN UNTIL 819 CFO 2.00 38.00 X 0 65368 2439 0 521997 56202 0 0 1 0 0 83527 252339 39054 335866 126411 -511 126922 20095 25585 -5490 -5490 -5490 2656970 2448705 208265 208265 208265 21123 83527 31625 -10502 -10502 654550 0 -511 319195 16946 16946 11485 11485 449 449 3254 3254 1054 1054 60 60 14558 14558 18750 18750 537 537 6755 6755 9402 9402 3360 3360 PROGRAM SUPPLIES 16628 16628 MISCELLANEOUS 4387 64 4323 CLIENT ACTIVITIES 1859 1859 STAFF DEVELOPMENT 678 678 110162 35497 50990 23675 133966 356297 133257 168085 2095 52780 413635 390966 21000 687176 211370 489287 475806 2496051 2626348 561594 587776 417109 420397 4667994 5078455 27520 31938 27520 31938 X 4598805 4886842 41669 159675 4640474 5046517 4667994 5078455 544388 -138345 0 X X 0 1 X 1 0 X 82644 65312 115063 198959 335866 797844 82644 65312 115063 198959 335866 797844 128185 669659 183160 217990 190878 176035 328588 1096651 142414 142414 2036909 0.32880 0.24770 X PART II, SECTION C, LINE 17A, FACTS AND CIRCUMSTANCES TEST: THE GOVERMENTAL AND PUBLIC SUPPORT NORMALLY RECEIVED BY THE FOUNDATION EQUALS AT LEAST 10% OF THE TOTAL SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION. THE ORGANIZATION IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. THE ORGANIZATION SATISFIES THIS REQUIREMENT BY MAINTAINING CONTINUOUS AND BONA FIDE PROGRAMS, FOR SOLICITATION OF FUNDS. THE SCOPE OF THE ORGANIZATION'S FUNDRAISING ACTIVITIES ARE REASONABLE IN LIGHT OF ITS CHARITABLE ACTIVITIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 187907 187907 479093 196455 282638 16176 10915 5261 4000 4000 0 475806 INVESTMENT IN AHM 587776 C 587776 DUE FROM AFFILIATES 420397 420397 X 554665 -138345 -138345 693010 18750 -57210 -38460 654550 148622 57210 57210 91412 18750 18750 110162 PART X, LINE 2: U.S. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE -25,585. SPECIAL EVENT EXPENSE -31,625. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 31,625. RENTAL EXPENSE 25,585. VOLLEY FOR SERV 95565 75470 20095 16228 260 10369 3379 BEEF & BEER 9085 8057 1028 1389 104650 83527 21123 16228 260 10369 4768 31625 -10502 1 SCHOLARSHIP 6 16946 0 PART I, LINE 2: THREE TIMES A YEAR (SPRING, SUMMER, AND FALL), THE SERV FOUNDATION PRESENTS SCHOLARSHIPS TO ADULT SERV CONSUMERS WHO WANT TO ATTEND OR RETURN TO SCHOOL, WHETHER IT IS A 2 OR 4 YEAR COLLEGE, VOCATIONAL, TECHNICAL, OR SPECIALTY SCHOOL, OR AN ADULT SCHOOL. THE APPLICANTS MUST HAVE EXHAUSTED ALL OTHER FORMS OF EDUCATIONAL FUNDING BEFORE SEEKING HELP FROM THE SERV FOUNDATION. ALL OF THOSE SELECTED FOR SCHOLARSHIPS THROUGHOUT THE PROGRAM'S EXISTENCE HAVE WORKED HARD TO BECOME PSYCHIATRICALLY STABLE AND SHOW POTENTIAL TO COMPLETE THEIR INTENDED COURSE OF STUDY. APPLICANTS WHO HAVE BEEN WITH SERV FOR AT LEAST THREE (3) MONTHS AND HAVE SUCCESSFULLY GRADUATED THROUGH THE CONTINUUM OF CARE SUBMIT A REQUEST FORM TO THEIR RESIDENTIAL PROGRAM MANAGERS AT SERV BY A DEADLINE SET BY THE FOUNDATION. THE FUNDS REQUESTED CAN INCLUDE TUITION COSTS, BOOK FEES, AND/OR PUBLIC TRANSPORTATION EXPENSES. ALL FORMS ARE THEN SUBMITTED BY DEADLINE TO THE DIRECTORS OF SERV CENTERS (MENTAL HEALTH) AND SERV ACHIEVEMENT CENTERS (DEVELOPMENTAL DISABILITIES) FOR REVIEW. IF APPROVED, THE DIRECTORS FORWARD THE APPLICATIONS ALONG WITH ESSAYS WRITTEN BY THE APPLICANTS BY A DEADLINE TO THE FOUNDATION'S SCHOLARSHIP FUND COMMITTEE. THE FOUNDATION'S BOARD OF DIRECTORS REVIEWS THE APPLICATIONS AND MAY CONTACT THE DIRECTORS FOR ANY ADDITIONAL INFORMATION. THE BOARD THEN MAKES THE FINAL DECISION AND THE APPLICANTS ARE NOTIFIED BY LETTER. A CHECK FOR THE APPROVED AMOUNT IS SENT TO THE APPLICANT, RATHER THAN TO THE SCHOOL, TO PROTECT THE STUDENTS' AFFILIATION WITH A BEHAVIORAL HEALTH AGENCY. SCHOLARSHIP RECIPIENTS MUST SEND RECEIPTS FOR PAID COURSEWORK AND BOOKS TO THE SCHOLARSHIP COMMITTEE AT THE CORPORATE OFFICE. ANY FUNDS NOT USED BY THE RECIPIENT (BECAUSE OF A DROPPED COURSE OR ANOTHER REASON) MUST BE RETURNED TO THE SERV FOUNDATION BY CHECK OR MONEY ORDER IMMEDIATELY. AT THE END OF THE SEMESTER, CLINICAL STAFF WHO RECOMMENDED THE AWARD RECIPIENTS MUST FORWARD A COPY OF THE STUDENTS' TRANSCRIPTS, ALONG WITH A "SCHOLARSHIP RECIPIENT FOLLOW-UP QUESTIONNAIRE" COMPLETED BY THE STUDENT, TO THE SCHOLARSHIP FUND COMMITTEE AT THE CORPORATE OFFICE. THE QUESTIONNAIRE ASKS FOR THE FINAL GRADE FOR THE COURSE, THE CURRENT GRADE-POINT AVERAGE (GPA), CREDITS ACCUMULATED TOWARD DEGREE, AND WHETHER THEY INTEND TO CONTINUE THEIR STUDIES NEXT SEMESTER. THE CORPORATE OFFICE RECORDS ALL INFORMATION ABOUT THE STUDENT AND HIS/HER EDUCATIONAL TRACK IN A DATABASE AND ANALYZES THE OUTCOME. 0 0 0 0 0 0 0 0 0 REGINA WIDDOWS PRESIDENT AND CEO 0 332103 0 50000 0 0 0 26512 0 13801 0 422416 0 0 PART I, LINE 5 THE EXECUTIVES WHO ARE LISTED ON THIS SCHEDULE HAVE THEIR COMPENSATION DETERMINED BY A RELATED PARTY THROUGH METHODS SUCH AS COMPENSATION SURVEYS OR STUDIES AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. X 1 39054 FMV 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS SERV BEHAVIORAL HEALTH SYSTEM, INC. FORM 990, PART VI, SECTION A, LINE 7A SERV BEHAVIORAL HEALTH SYSTEM, INC., THE SOLE MEMBER OF THE ORGANIZATION, ACTING THROUGH ITS BOARD OF DIRECTORS HAS THE SOLE POWER TO APPROVE THE DIRECTORS OF THE ORGANIZATION AND THE SOLE POWER TO REMOVE OFFICERS AND DIRECTORS WITH AND WITHOUT CAUSE. FORM 990, PART VI, SECTION A, LINE 7B SERV BEHAVIORAL HEALTH SYSTEM, INC, THE SOLE MEMBER OF THE ORGANIZATION, ACTING THROUGH ITS BOARD OF DIRECTORS HAS THE POWER TO 1)APPROVE THE SELECTION OF THE CHIEF OPERATING OFFICER 2)AMEND THE CERTIFICATE OF INCORPORATION AND THE BY-LAWS 3)DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION 4)MERGE, CONSOLIDATE, DISSOLVE, OR OTHERWISE CHANGE THE CORPORATE STRUCTURE OF THE ORGANIZATION 5)APPROVE ALL EXPENDITURES EXCEEDING $50,000, NOT INCLUDED IN THE APPROVED BUDGET 6)SELECT THE ATTORNEY AND APPROVE THE CERTIFIED PUBLIC ACCOUNTANT FOR THE ORGANIZATION 7)APPROVE THE PURCHASE, SALE, EXCHANGE, CONVEYANCE, OR LEASE FOR A TERM IN EXCESS OF THREE YEARS OF REAL ASSETS, THE BORROWING OF MONEY, THE ISSUANCE OF NOTES OR BONDS OR THE REPAYMENTS THEREOF WITH INTEREST, AND THE GRANTING OF SUCH PLEDGES, MORTGAGES, OR OTHER SECURITY INTERESTS WITH RESPECT TO PROPERTY AS SHALL BE REQUIRED THEREIN UPON SUCH TERMS AND CONDITIONS AS SHALL HAVE BEEN RECOMMENDED BY THE BOARD OF DIRECTORS 9)REQUIRE THE CERTIFIED AUDIT OF CORPORATE FUNDS AT ANY TIME 10)AUTHORIZE ANY FUND DRIVE OR SOLICITATION OFFERS. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER WILL PERFORM AN INITIAL REVIEW. ONCE THE CFO APPROVES THE DRAFT, THE 990 IS PROVIDED TO THE FINANCE COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A COMPLIANCE OFFICER WHO CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE POLICY COVERS EMPLOYEES, CONTRACTORS, AND BOARD MEMBERS. BOARD MEMBERS ARE REQUIRED TO FILL OUT ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES. ANY CONFLICTS ARE DETERMINED BY THE COMPLIANCE OFFICER AND THE COMPLIANCE COMMITTEE. IF A CONFLICT IS DISCOVERED, A CONFLICT MANAGEMENT PLAN IS PUT INTO PLACE TO MANAGE THE CONFLICT. IF BOARD MEMBERS AND OFFICERS HAVE ANY CONFLICTS, THEY ABSTAIN FROM ANY BOARD VOTES OR DECISIONS WHICH INVOLVE THE CONFLICT. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY AS SOURCES OF POTENTIAL CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SERV BEHAVIORAL HEALTH SYSTEM INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 223560510 HOLDING COMPANY FOR SERV CENTERS OF NJ INC AND OTHER RELATED ORGANIZATIONS NJ 501(C)(3) LINE 7 N/A 0 SERV CENTERS OF NEW JERSEY INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 222090976 OFFERS SOCIAL, EDUCATIONAL, RESIDENTIAL, AND VOCATIONAL SERVICES NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 SERV PROPERTIES AND MANAGEMENT INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 223265548 SUPPORTING ORGANIZATION FOR RELATED ORGANIZATIONS NJ 501(C)(3) LINE 12A, I SERV FOUNDATION INC 1 SERV CENTERS HOUSING CORPORATION INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 222284195 PROVIDES HOUSING FOR USE BY SEVERELY MENTALLY DISABLED PERSONS NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 SERV ACHIEVEMENT CENTERS INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 222775481 PROVIDES HIGH QUALITY CARE AND REHABILITATION FOR PEOPLE WITH DISABILITIES NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 CIFA II INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 223198050 GROUP HOME FOR THE DEVELOPMENTALLY DISABLED LOCATED IN PRINCETON, NJ NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 CIFA III INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 223436040 GROUP HOME FOR THE DEVELOPMENTALLY DISABLED LOCATED IN LAWRENCEVILLE, NJ NJ 501(C)(3) LINE 12B, II SERV BEHAVIORAL HEALTH SYSTEM INC 0 CIFA FOUNDATION INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 223264933 TO PROVIDE FINANCIAL ASSISTANCE AND SUPPORT TO RELATED ORGANIZATIONS NJ 501(C)(3) LINE 12B, II SERV BEHAVIORAL HEALTH SYSTEM INC 0 258 CUMBERLAND AVENUE INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 223271130 GROUP HOME FOR THE DEVELOPMENTALLY DISABLED NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 ADVANCED HEALTH MANAGEMENT LLC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 233470979 MANAGEMENT SERVICES NJ SERV FOUNDATION INC MANAGEMENT SERVICES 26182 684032 1 -511 1 0.80000 1 1 0 1 0 0 0 0 0 1 1 1 0 1 1 1 1 0 0 ADVANCED HEALTH MANAGEMENT LLC A 26693 K-1