2020-02-14T09:56:43-06:00 2019-06-30 341667340 PACKER THOMAS 6601 WESTFORD PLACE SUITE 101 CANFIELD OH 44406 990 2018-07-01 340714662 COMPASS FAMILY & COMMUNITY SERVICES COMP 3307825664 535 MARMION AVENUE YOUNGSTOWN OH 44502 JOSEPH CARUSO PRESIDENT & CEO 3307825664 2020-02-05 1 RICHARD A SCHAFER P00390129 3305339777 72.23.5.147 2020-02-05 10:48:12 ES P 3DF8CC953E7F939060A1E50D8467AC74853B587E 655BC2AF5EDC588077346F38546EC3FE194ADB7A 2018 2020-09-22 18:59:49Z JOSEPH CARUSO 535 MARMION AVENUE YOUNGSTOWN OH 44502 12115149 0 X COMPASSFAMILY.ORG X 1917 OH COMPASS HELPS INDIVIDUALS AND FAMILIES BUILD BETTER LIVES AND A STRONGER COMMUNITY. 21 21 522 2 0 0 6525118 6911927 4312993 4628812 103215 93474 347330 443463 11288656 12077676 0 0 0 0 8621358 9864004 0 0 0 2459770 2549466 11081128 12413470 207528 -335794 9867637 9987127 3099207 3510262 6768430 6476865 X COMPASS HELPS INDIVIDUALS AND FAMILIES BUILD BETTER LIVES AND A STRONGER COMMUNITY. 0 0 1785200 1765614 EMPLOYMENT SERVICES: THE MISSION IS TO MAXIMIZE EMPLOYABILITY SKILLS AND ACCESS COMMUNITY EMPLOYMENT FOR INDIVIDUALS WITH MENTAL BEHAVIORAL DISABILITIES, PHYSICAL DISABILITIES, AND INDIVIDUALS WITH OTHER SOCIO-ECONOMIC CHALLENGES, AS WELL AS TO SERVE EMPLOYER NEEDS BY ENHANCING THE BUSINESS RECRUITMENT, DEVELOPMENT, AND RETENTION OF EMPLOYEES. PROGRAM ACCOMPLISHMENTS INCLUDE: THE AGENCY PLACED 73 INDIVIDUALS IN COMPETITIVE, COMMUNITY-BASED JOBS. IN ADDITION, WE SERVED 168 PEOPLE IN A VARIETY OF COMMUNITY AND FACILITY-BASED WORK OPPORTUNITIES. 1832410 1360916 OUTPATIENT SERVICES: THE GOAL IS TO ASSIST INDIVIDUALS WITH EMOTIONAL AND MENTAL DISORDERS TO HELP THEM IMPROVE THEIR UNDERSTANDING OF BEHAVIORS AND/OR LIFESTYLE CHANGES WHICH WILL ENABLE THEM TO ACHIEVE THEIR HIGHEST LEVEL OF INDEPENDENCE, STABILITY, AND LIFE SATISFACTION. SERVICES INCLUDE OUTPATIENT CARE, CASE MANAGEMENT, AND INTENSIVE COMMUNITY-BASED TREATMENT. IN OUR OUT-PATIENT AND COMMUNITY SERVICES, 3,569 PEOPLE RECEIVED 31,129 HOURS OF SERVICE INCLUDING CASE MANAGEMENT, COUNSELING, AND PHARMACOLOGICAL MANAGEMENT. 3371386 601132 RESIDENTIAL TREATMENT: PROVIDES SHORT TERM, HIGH QUALITY RESIDENTIAL TREATMENT SERVICES TO INDIVIDUALS WITH SERIOUS PSYCHOLOGICAL OR MENTAL DISABILITIES, WITH THE INTENTION OF ALLOWING THOSE INDIVIDUALS TO RESIDE IN THE COMMUNITY IN THE LEAST RESTRICTIVE SETTING. 573 CLIENTS BENEFITED FROM RESIDENTIAL TREATMENT TOTALING 15,243 BED DAYS. 3348440 1281599 OTHER PROGRAMS INCLUDE: DAYBREAK, DOMESTIC VIOLENCE, FAMILY FINANCIAL, GUARDIANSHIP, INDEPENDENT HOUSING, RAPE COUNSELING, AND RYAN WHITE. 3348440 1281599 10337436 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 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 0 0 0 0 0 1 36 0 1 522 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X KARIN MCCULLOUGH 3303930598 820 PINE AVE SE WARREN OH 44483 PATRICIA MURPHY IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 MARK GASSER CHAIR 2.00 X X 0 0 0 STEVEN DAVENPORT TRUSTEE 1.00 X 0 0 0 JUNE JOHNSON TRUSTEE 1.00 X 0 0 0 RENEE BASTOUNIS TRUSTEE 1.00 X 0 0 0 DIANNA MASON TRUSTEE 1.00 X 0 0 0 DONALD EMERSON TRUSTEE 1.00 X 0 0 0 TERRY CLOONAN TREASURER 2.00 X X 0 0 0 TRISH GELSOMINO TRUSTEE 1.00 X 0 0 0 SAMIE WINICK SECRETARY 2.00 X X 0 0 0 VINCE ARDUIN TRUSTEE 1.00 X 0 0 0 PAMELA PALUMBO CHAIR ELECT 2.00 X X 0 0 0 MIKE SULLIVAN TRUSTEE 1.00 X 0 0 0 LITA WILLS TRUSTEE 1.00 X 0 0 0 PASTOR MICHAEL HARRISON TRUSTEE 1.00 X 0 0 0 JONATHAN HUFF TRUSTEE 1.00 X 0 0 0 RYAN PASTORE MEMBER AT LARGE 2.00 X X 0 0 0 NANCY LABOY TRUSTEE 1.00 X 0 0 0 DIANNE FRY TRUSTEE 1.00 X 0 0 0 MELISSA POLAND TRUSTEE 1.00 X 0 0 0 LAURA WEYMER TRUSTEE 1.00 X 0 0 0 TIM THOMAS THRU 52419 TRUSTEE 1.00 X 0 0 0 NICHOLE AMMONE THRU 113018 TRUSTEE 1.00 X 0 0 0 JOSEPH CARUSO PRESIDENT & CEO 40.00 X 115339 0 1221 KARIN MCCULLOUGH CFO 40.00 X 63137 0 17086 178476 0 18307 1 0 0 0 CMK PSYCHIATRIC SERVICES LLC 388 S MAIN ST AKRON OH 44311 MEDICAL CARE 104540 1 61937 6420517 429473 45400 6911927 MEDICAID/MEDICARE 623990 2480728 2480728 EMPLOYMENT SERVICES 623990 1316926 1316926 SUBCONTRACT SALES 623990 468414 468414 THIRD PARTY FEES 623990 272637 272637 PATIENT FEES 623990 58920 58920 31187 31187 4628812 75482 75482 25288 0 25288 25288 25288 17992 0 17992 17992 17992 100487 37473 63014 63014 MISCELLANEOUS INCOME 623990 254525 254525 FORGIVNESS OF DEBT 623990 123829 123829 GUARANTEED PAYMENTS 623990 -23193 -23193 355161 12077676 5009261 0 156488 196783 196783 8067059 6992100 1074959 942606 759872 182734 657556 568616 88940 9110 9110 34794 34794 15948 15948 233342 38340 195002 161799 15358 146441 218101 169213 48888 100612 82230 18382 450678 422629 28049 106507 97605 8902 33868 27717 6151 326526 263486 63040 118101 94269 23832 TELEPHONE 245028 203027 42001 FOOD 116983 111864 5119 MISCELLANEOUS EXPENSE 99028 35576 63452 EQUIPMENT RENTAL AND RE 79052 65379 13673 199989 390155 -190166 12413470 10337436 2076034 0 1284912 905042 1722440 1542104 62421 62421 13533 10216 41370 46894 6760405 2975871 3727504 3784534 2101456 2202660 914001 1433256 9867637 9987127 604004 756509 123825 142153 1218657 1175008 1152721 1436592 3099207 3510262 X 6754892 6463723 13538 13142 6768430 6476865 9867637 9987127 -335794 44229 0 X X 0 1 X 1 1 1 X 5185321 5785093 5567504 6525118 6911927 29974963 5185321 5785093 5567504 6525118 6911927 29974963 29974963 101887 93244 75451 100349 100770 471701 208048 75373 129574 321746 441368 1176109 31622773 21269064 0.94790 0.95680 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: FUNDRAISING AND MISCELLANEOUS INCOME - 2014 AMOUNT: $ 208,048. 2015 AMOUNT: $ 75,373. 2016 AMOUNT: $ 129,574. 2017 AMOUNT: $ 321,746. 2018 AMOUNT: $ 441,368. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 148904 148904 4281214 1698442 2582772 2319852 1277429 1042423 10435 10435 3784534 CASH HELD IN TRUST 1431071 DEPOSITS 2185 1433256 OTHER LIABILITIES 3371 PARTICIPANT DEPOSITS 1431071 TENANT SECURITY DEPOSITS 2150 1436592 12348477 44229 242520 -15948 270801 12077676 0 12077676 12640042 242520 242520 12397522 15948 15948 12413470 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -15,948. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 15,948. CHOCOLATE, WINE, DINE & GROOVE 52349 52349 26217 SOJOURNER HOUSE AMCM EVENT 46438 46438 10756 98787 98787 36973 36973 61814 X 1 45400 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 WILL BE REVIEWED IN DETAIL AT A REGULAR MEETING OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE AGENCY MAINTAINS A WRITTEN CONFLICT OF INTEREST POLICY AND HAS ITS DIRECTORS ANNUALLY FILL OUT A DISCLOSURE FORM. IN THE COURSE OF DOING BUSINESS, MEMBERS ARE REMINDED OF THE POLICY AND THEIR OBLIGATION TO REVEAL ANY REAL OR PERCEIVED CONFLICT. ANY CONFLICTS ARE NOTED AND PRESENTED TO THE FULL BOARD OF DIRECTORS. FURTHER, THE AGENCY MAINTAINS A CORPORATE COMPLIANCE OFFICE AND PROGRAM THAT REVIEWS AND INVESTIGATES COMPLAINTS OR ALLEGATIONS INVOLVING THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15A THE AGENCY, IN ITS DETERMINATION OF THE PRESIDENT/CEO'S COMPENSATION, UTILIZED COMPARATIVE DATA WITH OTHER ORGANIZATIONS IN THE AREA THAT HAD A SIMILAR SCOPE, BUDGET, AND OPERATING ENVIRONMENT. OTHER FACTORS THAT WERE CONSIDERED IN THIS DETERMINATION WERE FEEDBACK FROM AGENCY PROGRAM STAFF AND THE PRESIDENT/CEO'S PERFORMANCE EVALUATION. THE DELIBERATION AND DISCUSSION WAS HELD BY THE BOARD IN TWO SETTINGS, ONE WITH THE PRESIDENT/CEO PRESENT AND IN A BOARD OF DIRECTOR EXECUTIVE SESSION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION WILL MAKE AVAILABLE TO THE PUBLIC ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS TO ANY PERSON MAKING A REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.