2020-02-05T13:06:09-06:00 2019-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2018-07-01 251215557 MAINSTAY LIFE SERVICES INC MAIN 4123443640 200 ROESSLER ROAD PITTSBURGH PA 15220 KIMBERLY SONAFELT CHIEF EXECUTIVE OFFICER 4123443640 2020-02-05 1 AMY LEWIS P01360302 4124715500 209.170.230.42 2020-02-05 13:06:06 ES P 4869E5F49B9973F149F13A18DEB0F85868CD0247 A3AB32173C7A69D3BBEBCC9548A53DE897A3C8FF 2018 2020-11-19 02:30:22Z KIMBERLY SONAFELT 200 ROESSLER ROAD PITTSBURGH PA 15220 21165952 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 16 482 16 0 0 1086144 799057 17417688 20040986 105655 263998 20877 33596 18630364 21137637 0 0 0 0 12946337 14802677 0 0 345399 4095447 4303475 17041784 19106152 1588580 2031485 12090302 13928067 4790681 4566177 7299621 9361890 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 16633712 20051864 MAINSTAY LIFE SERVICES (MAINSTAY) HAS PROVIDED RESIDENTIAL AND RELATED SUPPORTS TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES, AND THEIR FAMILIES, FOR 49 YEARS. CURRENTLY, THE ORGANIZATION IS SUPPORTING 355 PEOPLE THROUGH 24-HOUR FULL-CARE HOMES, SEMI-INDEPENDENT LIVING, SUPPORTED LIVING, HOME AND COMMUNITY SUPPORTS, AND A SUMMER RESPITE PROGRAM.MAINSTAY OPERATES 55 COMMUNITY HOME AND APARTMENT PROGRAMS, WHICH SERVE APPROXIMATELY 150 ADULTS. THE ORGANIZATION OWNS THE MAJORITY OF THESE RESIDENCES, WHICH INCLUDE SEVERAL SPECIALIZED HOMES DESIGNED FOR THOSE WITH BEHAVIORAL ISSUES, PHYSICAL HANDICAPS, AUTISM, AND DIMINISHING PHYSICAL CAPACITY AND INCREASING MEDICAL NEEDS DUE TO AGING. MAINSTAY ALSO OPERATES FIVE MULTI-RESIDENT COMMUNITY HOMES SERVING ADULTS WITH PRADER-WILLI SYNDROME, A RARE GENETIC DISORDER.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 PROVIDES 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 SERVICES 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 SERVED ARE FULLY INVOLVED IN THE COMMUNITY, WITH GAINFUL EMPLOYMENT AND A HIGH LEVEL OF SELF-SUFFICIENCY AND INDEPENDENCE. IN ADDITION, MANY OF THE PEOPLE IN MAINSTAY'S CARE VOLUNTEER FOR OTHER NONPROFIT ORGANIZATIONS. 16633712 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 21 0 482 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 BRYAN A COX BOARD CHAIR 1.00 X X 0 0 0 REBEKAH HERMAN BOARD VICE-CHAIR 1.00 X X 0 0 0 JACK RYAN BOARD SECRETARY 1.00 X X 0 0 0 STEVE DOBIS CPA BOARD TREASURER 1.00 X X 0 0 0 CARA CORTES DIRECTOR 1.00 X 0 0 0 JAMES GEMPERLE DIRECTOR 1.00 X 0 0 0 MARVIN GOLD 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 LINDA ZANE EDD DIRECTOR 1.00 X 0 0 0 LAUREN ZETTS DIRECTOR 1.00 X 0 0 0 JAMES R KIRK CEO (THROUGH 12/18) 40.00 X 188349 0 21700 DANA SCHUTTE COO 40.00 X 118889 0 7198 JODIE ESPER CFO 40.00 X 104250 0 20993 KIMBERLY SONAFELT CEO (BEGINNING 11/18) 40.00 X 21596 0 0 433084 0 49891 3 0 1 0 ENKOMPAS TECHNOLOGY SOLUTIONS 4900 PERRY HWY 200 PITTSBURGH PA 15229 IT MANAGEMENT 242122 ADP INC ONE ADP DRIVE MS-100 AUGUSTA GA 30909 PAYROLL SERVICE PROVIDER 149636 FAYCHAK LAWN MAINTENANCE 7334 DENNISTON AVENUE PITTSBURGH PA 15218 LAWNCARE/SNOW REMOVAL 109522 3 8351 12326 432422 345958 12326 799057 ODP PROGRAM SERVICE 624100 19201754 19201754 ROOM AND BOARD 531110 807090 807090 ALL OTHER PROG SERVICE 900099 32142 32142 20040986 122490 122490 141508 0 141508 141508 141508 51033 12326 28315 22718 22718 OTHER 900099 10878 10878 10878 21137637 20051864 0 286716 2420855 1827246 501358 92251 9213466 8582126 589665 41675 161142 133809 22178 5155 2119986 1905504 184466 30016 887228 803565 74123 9540 7809 64 7729 16 28000 28000 165388 103361 62027 98153 45107 8903 44143 393584 106631 277058 9895 209411 193176 15605 630 1174795 1110406 55658 8731 516954 506470 10453 31 6823 648 6131 44 100807 87514 12007 1286 626516 539454 81283 5779 87134 43451 43683 FOOD AND CLOTHING 417850 417850 OTHER EMPLOYEE EXPENSES 180670 98936 81655 79 SMALL EQUIPMENT AND FUR 78102 67461 9349 1292 211479 60933 55710 94836 19106152 16633712 2127041 345399 1469432 2376914 2410658 2488228 147633 116704 11861341 6163490 5449276 5697851 2608562 3245752 4741 2618 12090302 13928067 973737 1227206 9178 5375 1294075 1508706 2209282 1815809 295000 9409 9081 4790681 4566177 X 6989246 9066148 310375 295742 7299621 9361890 12090302 13928067 2031485 30784 0 X X 0 1 X 1 0 X 13092501 13812729 917913 1086144 799057 29708344 13092501 13812729 917913 1086144 799057 29708344 29708344 78536 90573 105490 87404 122490 484493 26900 4168 7588 20877 33596 93129 30285966 54821843 0.98090 0.98730 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2014 AMOUNT: $ 19,102. 2015 AMOUNT: $ 4,010. 2016 AMOUNT: $ 7,829. 2017 AMOUNT: $ 22,068. 2018 AMOUNT: $ 10,878. PROCEEDS FROM SPECIAL EVENTS - 2014 AMOUNT: $ 7,798. 2015 AMOUNT: $ 158. 2016 AMOUNT: $ -241. 2017 AMOUNT: $ -1,191. 2018 AMOUNT: $ 22,718. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 8000 8000 10077677 5108599 4969078 1775664 1054891 720773 5697851 INTEREST RATE SWAP AGREEMENT 9081 9081 21196736 30784 28315 59099 21137637 0 21137637 19134467 28315 28315 19106152 0 19106152 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 28,315. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 28,315. GOLF OUTING 38145 6583 31562 6583 4730 3221 2008 HANDBAG BINGO 18803 5743 13060 6524 550 506 645 1 6411 6411 550 1852 1146 63359 12326 51033 13107 5830 5579 3799 28315 22718 X X X X 0 0 0 0 0 0 0 0 0 JAMES R KIRK CEO (THROUGH 12/18) 188349 0 0 0 0 0 0 0 21700 0 210049 0 0 0 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.