2019-08-15T11:09:36-05:00 2018-09-30 410746749 CLIFTONLARSONALLEN LLP 901 N GLEBE ROAD SUITE 200 ARLINGTON VA 22203 990 2017-10-01 530196554 ST JOHN'S COMMUNITY SERVICES STJO 2022376500 901 D STREET SW NO 800 WASHINGTON DC 20024 ALAN THORNTON PRESIDENT & CHIEF EXECUTIVE OFFICER 2022376500 2019-08-14 1 DAVID TRIMNER P00444822 5712279500 67.137.57.251 2019-08-14 14:12:29 ED P 22B6DA6E04110CB685C107BE4314F90C78D51411 0514B758026FFB4303D1E4DFF3C58ED2768E19CE 2017 2019-02-21 02:37:17Z X ALAN THORNTON 901 D STREET SW NO 800 WASHINGTON DC 20024 274497 0 3503 X WWW.SJCS.ORG X 1882 DC TO SUPPORT ITS SUBSIDIARIES TO ADVANCE COMMUNITY SUPPORT & OPPORTUNITIES FOR DISABLED PEOPLE. 17 14 1103 14 0 0 71629 258661 47895 10873 49 1996 0 2967 119573 274497 0 0 0 0 1382037 1567670 0 0 0 -736733 2881464 645304 4449134 -525731 -4174637 10292773 6658404 4341983 5131043 5950790 1527361 X THE MISSION OF ST. JOHN'S COMMUNITY SERVICES IS TO SUPPORT ITS SUBSIDIARIES TO ADVANCE COMMUNITY SUPPORT AND OPPORTUNITIES FOR PEOPLE LIVING WITH DISABILITIES. 0 0 0 0 10873 ST. JOHN'S COMMUNITY SERVICES (SJCS) IS A HISTORIC (FOUNDED IN 1868) NON-PROFIT CORPORATION INITIALLY ESTABLISHED AS A HOSPITAL IN WASHINGTON, DC, BY ST. JOHN'S EPISCOPAL CHURCH, THE "CHURCH OF THE PRESIDENTS," FOLLOWING THE CIVIL WAR. TODAY IT IS A SEPARATE NON-SECTARIAN, NON-PROFIT CORPORATION THAT OPERATES AS A "PARENT" CORPORATION FOR A GROUP OF INDEPENDENT SUBSIDIARY CORPORATIONS. THESE SUBSIDIARY CORPORATIONS CONTRACT WITH ST. JOHN'S COMMUNITY SERVICES FOR THE USE OF THE CORPORATE COPYRIGHTED NAME AS WELL AS FOR A NUMBER OF ADMINISTRATIVE SUPPORT SERVICES. THE PARENT CORPORATION IS GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES (BOT). THE BOT PROVIDES OVERALL GUIDANCE, OVERSIGHT AND DIRECTION TO THE SUBSIDIARY CORPORATIONS. THE SUBSIDIARY CORPORATIONS ARE LOCAL BOARDS THAT ACT AS ADVISORY BOARDS TO THE INDIVIDUAL STATES AND PROVIDE REPRESENTATION ON THE BOARD OF TRUSTEES. THE CHAIRS OF THE LOCAL SUBSIDIARY BOARDS ACT AS REPRESENTATIVE MEMBERS OF EACH STATE SUBSIDIARY BOARD AS MEMBERS OF THE PARENT BOARD OF TRUSTEES. THE INDIVIDUAL STATE SUBSIDIARY BOARDS PROVIDE LOCAL PERSPECTIVES AND DIVERSITY TO THE BOARD OF TRUSTEES. AS A PREREQUISITE FOR ESTABLISHING A CONTRACT WITH THE PARENT CORPORATION, EACH SUBSIDIARY AGREES TO OPERATE WITHIN SERVICE QUALITY STANDARDS THAT THE PARENT CORPORATION HAS ESTABLISHED. IN FISCAL YEAR 2017, STATE SUBSIDIARY LOCATIONS INCLUDED: THE DISTRICT OF COLUMBIA, TENNESSEE, PENNSYLVANIA, DELAWARE AND VIRGINIA.SJCS PROVIDES ADMINISTRATIVE AND TECHNICAL ASSISTANCE TO ITS SUBSIDIARIES FOR THE PROVISION OF SERVICES WHICH INCLUDE: EDUCATION, EMPLOYMENT, COMMUNITY PARTICIPATION, AND COMMUNITY LIVING. THE PARENT CORPORATION ALSO PROVIDES EXTERNAL TECHNICAL ASSISTANCE AND TRAINING TO OTHER NON-PROFIT AND FOR-PROFIT ORGANIZATIONS, AS WELL AS GOVERNMENT AGENCIES. THE ORGANIZATION CONTRIBUTES A PORTION OF ITS RESOURCES TO EACH OF ITS FIVE SUBSIDIARIES TO SUPPORT THE ST. JOHN'S COMMUNITY SERVICES MISSION. PEOPLE RECEIVING SERVICES THROUGH A ST. JOHN'S SUBSIDIARY MUST MEET LOCAL FUNDING SOURCES AND THE SUBSIDIARY'S UNIQUE ELIGIBILITY REQUIREMENTS FOR EACH SPECIFIC SERVICE.THE ADMINISTRATIVE SUPPORT SERVICES THAT THE PARENT CORPORATION PROVIDES INCLUDE: ACCOUNTING, CASH MANAGEMENT, EVALUATION AND STRATEGIC PLANNING, COMMUNICATIONS AND INFORMATION DISSEMINATION, HUMAN RESOURCES, INFORMATION TECHNOLOGY, QUALITY ASSURANCE, CORPORATE COMPLIANCE AND PROGRAM DEVELOPMENT. EACH OF THESE SUPPORT SERVICES IS INDIVIDUALLY TAILORED TO MEET THE UNIQUE NEEDS OF EACH SUBSIDIARY CORPORATION AND ITS DISTINCTIVE CULTURAL AS WELL AS FINANCIAL STATUS. THESE SERVICES ASSIST THE SUBSIDIARY CORPORATIONS TO MEET THE REQUIREMENTS OF THE CONTRACTS, LAWS AND REGULATIONS UNDER WHICH THEY OPERATE. EACH SUBSIDIARY OPERATES UNDER ITS OWN OPERATING POLICIES AND PROCEDURES AND LOCAL LEADERSHIP. ADMINISTRATIVE SUPPORT SERVICES ARE PROVIDED TO THE SUBSIDIARY CORPORATIONS AT A LOW FIXED RATE CONSISTENT WITH NATIONAL STANDARDS.TO FURTHER THE MISSION OF ADVANCING COMMUNITY SUPPORT AND OPPORTUNITIES FOR PEOPLE LIVING WITH DISABILITIES, THE PARENT CORPORATION SETS QUALITY STANDARDS CONSISTENT WITH THE MISSION THAT MUST BE MET BY THE SUBSIDIARIES IN THE PROVISION OF SERVICES. THOSE SERVICES MUST FOSTER INCLUSION, SELF-DIRECTION, ECONOMIC SELF-SUFFICIENCY, RELATIONSHIP DEVELOPMENT AND CHOICE. MEETING AND MAINTAINING THESE STANDARDS IS AN ESSENTIAL REQUIREMENT FOR THE CONTINUATION OF THE ADMINISTRATIVE SUPPORT CONTRACT AND USE OF THE CORPORATE NAME. 1 1 0 0 0 0 0 0 0 0 1 0 0 0 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 1 0 0 0 1 24 0 1103 1 0 0 0 0 0 0 0 0 0 0 X 17 14 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X ALAN THORNTON 2022376500 901 D STREET SW NO 800 WASHINGTON DC 20024 CHRISTOPHER KAINE BOARD MEMBER/CURRENT TREASURER 2.00 X X 0 0 0 STEVEN RAETZMAN BOARD CHAIR 2.00 X X 0 0 0 DAVID P BENNETT BOARD VICE CHAIR 2.00 X X 0 0 0 CAROLYN EAVES-GOFF BOARD SECRETARY 2.00 2.00 X X 0 0 0 LINDA MOORE TRUSTEE 1.00 1.00 X 0 0 0 BRUCE FINLAND TRUSTEE 1.00 X 0 0 0 DOUGLAS PALMER TRUSTEE 1.00 1.00 X 0 0 0 WM PATRICK NICHOLS TRUSTEE 1.00 X 0 0 0 E C ROBERTSON JR TRUSTEE 1.00 1.00 X 0 0 0 DON BRADSHAW MD MPH TRUSTEE 1.00 X 0 0 0 TAMMIE L COLLINS TRUSTEE 1.00 X 0 0 0 PAUL PREZIOTTI TRUSTEE 1.00 X 0 0 0 ANGELA BECKMAN TRUSTEE 1.00 X 0 0 0 JENNIFER ROONEY TRUSTEE 1.00 X 0 0 0 GORDON ALAN THORNTON PRESIDENT & CHIEF EXECUTIVE OFFICER 30.00 10.00 X 13747 0 0 GEORGE LIACOPOULOS CHIEF EVALUATION & PLANNING OFFICER 30.00 10.00 X X 158741 0 3612 THALIA SIMPSON-CLEMENT CHIEF OPERATING OFFICER 30.00 10.00 X X 160799 0 3425 LAWRENCE SMITH CHIEF FINANCIAL OFFICER-UNTIL 03/18 30.00 10.00 X 165218 0 7723 CHERYL WESLEY DIRECTOR OF HUMAN RESOURCES 30.00 10.00 X 116858 0 6687 615363 0 21447 4 0 1 0 DELTA-T GROUP 1952 GALLOWS ROAD SUITE 100 VIENNA VA 22182 TEMP SERVICES 432893 KATHRYN STEPHENS 252 14TH ST NE WASHINGTON DC 20002 INTERIM CEO 220000 NGEN 1101 MERCANTILE LANE SUITE 100 LARGO MD 20774 OUTSOURCED IT SUPPORT 197054 KFORCE 1025 CONNECTICUT AVE NW SUITE 415 WASHINGTON DC 20036 TEMP SERVICES 156293 CLIFTONLARSONALLEN 901 N GLEBE RD SUITE 200 ARLINGTON VA 22203 ACCOUNTING SERVICES 144450 5 258661 258661 TECHNICAL ASSISTANCE 900099 10873 10873 10873 1996 1996 2686 0 2686 2686 2686 281 281 281 274497 10873 0 4963 X 757476 757476 649858 649858 84154 84154 76182 76182 51831 51831 242064 242064 601567 601567 53607 53607 245990 245990 37497 37497 419435 419435 35061 35061 23759 23759 96868 96868 483633 483633 TEMPORARY STAFF 245060 245060 DUES AND SUBSCRIPTIONS 121853 121853 VEHICLES 105872 105872 RECRUITING EXPENSE 47541 47541 69826 69826 4449134 0 4449134 0 605061 463118 3307496 3495111 484729 236167 452686 356325 104467 96361 2728438 2263763 3062582 103884 10292773 6658404 1401251 1439654 2259920 2726398 680812 964991 4341983 5131043 X 5950790 1527361 5950790 1527361 10292773 6658404 X -4174637 -248792 X 0 1 X 1 0 X 105950 21009 24451 71629 258661 481700 105950 21009 24451 71629 258661 481700 481700 54 51 49 4682 4836 18680 552 281 19513 506049 1048032 0.95190 0.92230 X 48290 44944 3346 60549 11401 49148 343847 299980 43867 96361 DEFERRED COMPENSATION OBLIGATION 534912 CONTINGENT MEDICAID LIABILITY 11000 DUE TO FOUNDER'S BOARD 15773 HEALTH BENEFIT OBLIGATION 403306 964991 X PART X, LINE 2: THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. X X X X 0 1 0 0 0 0 0 0 0 GEORGE LIACOPOULOS CHIEF EVALUATION & PLANNING OFFICER 158741 0 0 0 0 0 2500 0 1112 0 162353 0 0 0 THALIA SIMPSON-CLEMENT CHIEF OPERATING OFFICER 160799 0 0 0 0 0 2500 0 925 0 164224 0 0 0 LAWRENCE SMITH CHIEF FINANCIAL OFFICER-UNTIL 03/18 165218 0 0 0 0 0 0 0 7723 0 172941 0 0 0 PART I, LINE 4B GEORGE LIACOPOULOS RECEIVED A 457(F) PAYMENT IN THE AMOUNT OF $2,500 THALIA SIMPSON-CLEMENT RECEIVED A 457(F) PAYMENT IN THE AMOUNT OF $2,500 CHERYL WESLEY RECEIVED A 457(F) PAYMENT IN THE AMOUNT OF $2,500 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE SHALL HAVE ALL POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS OF THE FULL BOARD OF DIRECTORS EXCEPT THE AUTHORITY TO AMEND THE ORGANIZATION'S GOVERNING DOCUMENTS; TO ELECT OR REMOVE DIRECTORS, ADVISORS, AND OFFICERS; AND TO TAKE ANY OTHER ACTIONS PROHIBITED BY THE D.C. NONPROFIT CORPORATIONS ACT. FORM 990, PART VI, SECTION A, LINE 7A THE FOUNDERS BOARD IS ELIGIBLE TO ELECT ONE OF THE VOTING MEMBERS OF THE ORGANIZATION'S BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED IN DETAIL BY MANAGEMENT STAFF, PRESENTED TO THE AUDIT COMMITTEE, AND MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN THE EVENT ANY VOTING TRUSTEE HAS A CONFLICT OF INTEREST WHICH MIGHT PROPERLY LIMIT SUCH TRUSTEE'S FAIR AND IMPARTIAL PARTICIPATION IN BOARD DELIBERATIONS OR DECISIONS, SUCH TRUSTEE SHALL INFORM THE BOARD AS TO THE CIRCUMSTANCES OF SUCH CONFLICT. IF THOSE CIRCUMSTANCES REQUIRE THE NONPARTICIPATION OF THE AFFECTED TRUSTEE, THE BOARD MAY NONETHELESS REQUEST FROM SUCH TRUSTEE ANY APPROPRIATE NON-CONFIDENTIAL INFORMATION WHICH MIGHT INFORM ITS DECISIONS. "CONFLICT OF INTEREST," AS REFERRED TO HEREIN, SHALL INCLUDE, BUT SHALL NOT BE LIMITED TO, ANY TRANSACTION BY OR WITH THE CORPORATION IN WHICH A TRUSTEE HAS A DIRECT OR INDIRECT PERSONAL INTEREST, OR ANY TRANSACTION IN WHICH A TRUSTEE IS UNABLE TO EXERCISE IMPARTIAL JUDGMENT OR OTHERWISE ACT IN THE BEST INTERESTS OF THE CORPORATION. NO TRUSTEE OF THE CORPORATION SHALL CAST A VOTE, NOR TAKE PART IN THE FINAL DELIBERATION IN ANY MATTER IN WHICH HE OR SHE, MEMBERS OF HIS OR HER IMMEDIATE FAMILY OR ANY ORGANIZATION TO WHICH SUCH TRUSTEE HAS ALLEGIANCE, HAS A PERSONAL INTEREST THAT MAY BE SEEN AS COMPETING WITH THE INTEREST OF THE CORPORATION. ANY TRUSTEE WHO BELIEVES HE OR SHE MAY HAVE SUCH A CONFLICT-OF-INTEREST SHALL SO NOTIFY THE BOARD PRIOR TO DELIBERATION ON THE MATTER IN QUESTION, AND THE BOARD SHALL MAKE THE FINAL DETERMINATION AS TO WHETHER ANY TRUSTEE HAS A CONFLICT-OF-INTEREST IN ANY MATTER. THE MINUTES OF THE BOARD MEETING SHALL REFLECT DISCLOSURE OF ANY CONFLICT-OF-INTEREST AND THE RECUSAL OF THE INTERESTED TRUSTEE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S EXECUTIVE COMPENSATION PROCESS INCLUDED THE FOLLOWING THREE STEPS FOR THE PRESIDENT & CEO, CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER. 1. THE BOARD OF TRUSTEE'S EXECUTIVE COMMITTEE REVIEWED AND APPROVED THE EMPLOYMENT CONTRACT. THE REVIEWS INCLUDED THE COMPENSATION, THE DEFERRED COMPENSATION AND THE SEVERANCE PACKAGES. 2. THE COMMITTEE WAS PROVIDED SALARY COMPARISON INFORMATION BY HUMAN RESOURCES. IN ADDITION, THE COMMITTEE USED THE SERVICES OF BEN TESDAHL, COUNSEL AND ELLEN KOHN, OUR COMPENSATION ATTORNEY. THE EMPLOYMENT CONTRACT INCLUDES THE INCREASE METHODOLOGY FOR EACH YEAR OF THE CONTRACT. 3. THE EXECUTIVE COMMITTEE DOES NOT MAINTAIN SEPARATE MINUTES. THE ORGANIZATION HAS AN EXECUTIVE COMPENSATION PROCESS FOR OTHER SENIOR MANAGERS WHICH IS NOT REVIEWED BY THE BOARD OF TRUSTEES, BUT IS BASED ON COMPENSATION STUDIES FOR EACH POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTANT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 297,716. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 297,716. CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 303,851. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 303,851. FORM 990, PART XI, LINE 9: ELIMINATION OF INTERCOMPANY DUE TO/DUE FROM BALANCE -248,792. ST JOHN'S COMMUNITY SERVICES FOUNDATION 901 D STREET SW SUITE 800 WASHINGTON DC 20024 522137200 CHARITABLE FOUNDATION DC 501(C)(3) 11 - TYPE I ST JOHN'S COMMUNITY SERVICES 1 ST JOHN'S COMMUNITY SERVICES - DISTRICT OF COLUMBIA 901 D STREET SW SUITE 800 WASHINGTON DC 20024 522166507 TO SERVE INDIVIDUALS WITH DISABILITIES DC 501(C)(3) 9 ST JOHN'S COMMUNITY SERVICES 1 ST JOHN'S COMMUNITY SERVICES - PENNSYLVANIA 1080 N DELAWARE AVENUE 302 PHILADELPHIA PA 19195 522198798 TO SERVE INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 9 ST JOHN'S COMMUNITY SERVICES 1 ST JOHN'S COMMUNITY SERVICES - TENNESSEE 7891 STAGE HILLS ROAD 116 BARTLETT TN 38133 621781336 TO SERVE INDIVIDUALS WITH DISABILITIES TN 501(C)(3) 9 ST JOHN'S COMMUNITY SERVICES 1 ST JOHN'S COMMUNITY SERVICES - VIRGINIA 7611 LITTLE RIVER TURNPIKE 203W ANNANDALE VA 22003 541944265 TO SERVE INDIVIDUALS WITH DISABILITIES VA 501(C)(3) 9 ST JOHN'S COMMUNITY SERVICES 1 COMMUNITY DEVELOPMENTAL SERVICES HOUSING CORPORATION 134 E HEIGHTS DRIVE MARTIN TN 38237 621084287 PROVIDE HOUSING FOR LOW INCOME HANDICAPPED ADULTS TN 501(C)(3) 9 N/A 0 JWC HOUSING CORPORATION 134 E HEIGHTS DRIVE MARTIN TN 38237 581736428 PROVIDE HOUSING FOR LOW INCOME AND MODERATE INCOME HANDICAPPED ADULTS TN 501(C)(3) 9 N/A 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 ST JOHN'S COMMUNITY SERVICES - TENNESSEE Q 214710 CASH VALUE ST JOHN'S COMMUNITY SERVICES - VIRGINIA Q 151142 CASH VALUE ST JOHN'S COMMUNITY SERVICES - DISTRICT OF COLUMBIA J 183584 CASH VALUE