2018-11-09T15:07:09-06:00 2018-06-30 390859910 BAKER TILLY VIRCHOW KRAUSE LLP 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 191037341 990 2017-07-01 237315182 PAR PAR 7172362374 4 LEMOYNE DRIVE NO 203 LEMOYNE PA 17043 SHIRLEY A WALKER PRESIDENT & CEO 7172362374 2018-11-08 1 JULIUS C GREEN CPA P00350393 2159720701 96.89.178.154 2018-11-08 11:10:25 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 9D0D8DD59390B7764A3ECE0F40BBFE3618018605 2017 2019-02-21 02:37:17Z SHIRLEY A WALKER 4 LEMOYNE DRIVE NO 203 LEMOYNE PA 17043 1749751 0 X WWW.PAR.NET X 1970 PA STRENGTHENING MEMBERS' CAPACITY TO SUPPORT PEOPLE WITH DISABILITIES. 18 17 9 596 0 0 1298730 21720 257378 1701225 455 6005 28085 20658 1584648 1749608 0 0 0 0 887800 888138 0 0 3000 685834 846042 1573634 1734180 11014 15428 1530988 1499796 220729 182928 1310259 1316868 X PAR'S MISSION IS TO STRENGTHEN THE CAPACITY OF ITS MEMBERS TO PROVIDE PERSON-CENTERED SERVICES TO PENNSYLVANIANS WITH INTELLECTUAL DISABILITY AND/OR AUTISM. 0 0 768841 0 1060225 EDUCATION/PROGRAM - PAR DISSEMINATES INFORMATION, ANALYSES, RESEARCH, AND TRAINING OPPORTUNITIES RELATED TO AUTISM AND INTELLECTUAL DISABILITY SERVICES IN PENNSYLVANIA. PAR DEVELOPS AND CONVENES CONFERENCES, WORKSHOPS, AND REGULARLY-SCHEDULED MEETINGS AND EDUCATION OPPORTUNITIES, SOME OF WHICH ARE OFFERED AT NO COST OR ARE HEAVILY SUBSIDIZED TO ENABLE PEOPLE WITH AN INTEREST IN PENNSYLVANIA'S COMMUNITY DISABILITY SERVICE SYSTEM TO RECEIVE THE MOST UP-TO-DATE AND ESSENTIAL INFORMATION THEY NEED. FOR PROVIDERS, EDUCATION, INFORMATION, COLLABORATION AND ADVOCACY ARE ABSOLUTELY NECESSARY TO HELP ENSURE QUALITY SERVICES FOR INDIVIDUALS WITH INTELLECTUAL DISABILITY OR AUTISM AND THEIR FAMILIES. PAR'S WEBSITE, WWW.PAR.NET, OFFERS FREE RESOURCES DESIGNED TO FURTHER EDUCATE PEOPLE ABOUT AUTISM AND INTELLECTUAL DISABILITY. FOR EXAMPLE, PAR PROVIDES PAR MAIL FREE OF CHARGE TO FAMILIES AND CONSUMERS AND THE GREATER COMMUNITY. DURING FY 2018-2019, PAR ISSUED 252 PUBLICATIONS VIA PAR MAIL TO A DIRECT MAILING LIST OF PENNSYLVANIA SERVICE PROVIDER MEMBERS WHO PROVIDE THE MAJORITY OF THE SERVICES AND SUPPORTS IN PENNSYLVANIA FOR PEOPLE LIVING WITH AUTISM OR WITH AN INTELLECTUAL DISABILITY IN PENNSYLVANIA. PAR MAIL IS ALSO SENT TO BUSINESS ASSOCIATES THAT INCLUDE A WIDE VARIETY OF ORGANIZATIONS THAT HAVE BUSINESS RELATIONSHIPS WITH PAR MEMBERS, SUCH AS CONSULTANTS, BANKS, INSURANCE PROVIDERS, LEGAL AND ACCOUNTING FIRMS. PROVIDERS AND ASSOCIATES THEN DISSEMINATE PAR MAIL THROUGHOUT THEIR ORGANIZATIONS TO TENS OF THOUSANDS OF PENNSYLVANIANS. PAR SENDS PAR MAIL PUBLICATIONS AS WELL AS COMMENTS AND RECOMMENDATIONS FOR IMPROVEMENTS IN THE SYSTEM TO GOVERNMENT OFFICIALS OF THE PENNSYLVANIA DEPARTMENT OF HUMAN SERVICES AND TO THE MAJOR ADVOCACY ASSOCIATIONS SUCH AS THE ARC OF PA AND THE PENNSYLVANIA WAITING LIST CAMPAIGN. 547760 0 550000 ADVOCACY - PAR ASSUMES A KEY LEADERSHIP ROLE IN THE DEVELOPMENT AND IMPLEMENTATION OF COMPREHENSIVE SERVICES AND SUPPORT SYSTEMS THAT WILL ENABLE PROVIDERS TO HAVE THE TOOLS AND RESOURCES NECESSARY TO PROVIDE PERSON-CENTERED SERVICES TO PEOPLE WITH AUTISM OR INTELLECTUAL DISABILITY AND THEIR FAMILIES. PAR ADVOCATES FOR EFFECTIVE EVIDENCE-BASED POLICIES, PRACTICES AND QUALITY FRAMEWORKS TO ENSURE THAT ESSENTIAL SERVICES FOR INDIVIDUALS WILL BE AVAILABLE THROUGHOUT THEIR LIFESPAN. PAR HELPS EMPOWER INDIVIDUALS AND FAMILIES WHO RECEIVE SERVICES AND ALSO THOSE WHO ARE WAITING TO RECEIVE SERVICES THROUGH INFORMATION EXCHANGE, PARTNERSHIP COALITIONS, PAR'S FACEBOOK AND TWITTER, AS WELL AS THROUGH AN ONLINE ACTION CENTER (VOTERVOICE).PAR ASSUMED THE LEADERSHIP ROLE IN WORKING WITH THE PA STATE GOVERNMENT TOWARD MORE RESPONSIBLE RULES AND REGULATIONS THAT GOVERN SERVICES FOR PEOPLE WITH INTELLECTUAL DISABILITY OR AUTISM THROUGH AN EXTENSION TO OUR SETTLEMENT AGREEMENT WITH THE STATE TO THE BENEFIT OF SERVICES TO INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES. PAR CONVENED NUMEROUS STAKEHOLDER GROUPS TO ADVISE AND REVIEW FIVE SETS OF REGULATIONS THAT WILL REPLACE REGULATIONS THAT WERE HARMFUL TO THE CITIZENS OF PA. THE REGULATORY PACKAGE OF APPROXIMATELY 1000 PAGES INCLUDING PREAMBLE RESULTED AFTER SIGNIFICANT EDITING BY THE STATE BASED ON COMMENTS AND RECOMMENDATIONS. OVER HALF OF PAR'S NUMEROUS RECOMMENDATIONS WERE ACCEPTED IN THE FINAL FORM REGULATIONS.PAR DEVELOPED AND COORDINATED A CAMPAIGN TO RAISE AWARENESS FOR THE WORKFORCE CRISIS OCCURRING IN PENNSYLVANIA. IN THE AUTISM AND INTELLECTUAL DISABILITY FIELD, OVER 13,000 DIRECT SUPPORT PROFESSIONAL (DSP) WORKERS ARE LEAVING THE FIELD ANNUALLY TO FIND BETTER PAYING JOBS, WHICH HAS DEVASTATING EFFECTS ON PEOPLE WHO DEPEND ON DSPS FOR THEIR DAILY SUPPORT. PAR'S INITIATED A WAGE STUDY, CONDUCTED WITH 6 OTHER ASSOCIATIONS, WHICH SHOWED ALMOST 6,000 VACANCIES ARE UNFILLED EACH DAY WITH WORKERS BEING SOUGHT FROM TEMPORARY AGENCIES OR EXISTING WORKERS BEING REQUIRED TO DO OVERTIME BECAUSE OF THE VULNERABILITY OF THE INDIVIDUALS WHO CANNOT BE LEFT WITHOUT SUPPORT. THIS BECAUSE OF INSUFFICIENT STATE RATES. THE STATE AND FEDERAL MEDICAID ARE THE SOLE FUNDERS OF THESE SERVICES.PAR CONDUCTED A CALLING CAMPAIGN TO PENNSYLVANIA'S GOVERNOR IN WHICH APPROXIMATELY 10,000 PEOPLE FROM ALL OVER THE STATE CALLED IN TO HIS OFFICE AND ASKED HIM TO INCLUDE FUNDING FOR DSP WAGES IN THE FY18/19 PA BUDGET. PAR ALSO CONDUCTED A CALLING CAMPAIGN TO PA LEGISLATORS TO ASK THEM TO ADD FUNDING FOR DSP WAGES TO THE PA BUDGET.PAR HAS CONTINUED TO MAINTAIN AND DEVELOP WWW.FIXTHEDSPCRISIS.COM WITH UP TO DATE INFORMATION AND CALLS TO ACTION. THE WEBSITE HOUSES A 9-MINUTE VIDEO ENTITLED "FIX THE DSP CRISIS" WHICH PAR CREATED. THE VIDEO FEATURED DIRECT SUPPORT PROFESSIONALS, A MOTHER AND HER SON AND OTHER INDIVIDUALS WITH DISABILITIES.PAR WORKED WITH A RESPECTED RESEARCH INSTITUTE AND 2 OTHER PENNSYLVANIA ID/A ASSOCIATIONS TO COMMISSION A DSP COMPENSATION PRACTICES SURVEY WHICH PROVIDED EVIDENCE TO SHOW THAT CURRENT DSP WAGES ARE FORCING MANY WORKERS TO RELY ON PUBLIC ASSISTANCE, AND THAT APPROPRIATING FUNDING TO RAISE DSP WAGES TO $15/HOUR WOULD RESULT IN A NET SAVINGS IN PUBLIC DOLLARS IN REDUCED OVERTIME COSTS AND RELIANCE ON PUBLIC FUNDING. PAR ADVOCATED STRONGLY FOR MEDICAID FUNDING ALONG WITH OUR NATIONAL ASSOCIATION ANCOR. PAR'S ADVOCACY ALONG WITH CONCERNED CITIZENS ACROSS THE COUNTRY RESULTED IN THE FAILURE OF THE SENATE HEALTHCARE BILL, WHICH WOULD HAVE THREATENED MEDICAID FUNDING, WHICH REPRESENTS 50% OF FUNDING FOR SERVICES TO PEOPLE WITH INTELLECTUAL DISABILITY AND AUTISM. PAR AND THE ID/A FIELD WERE REGISTERED AS SOME OF THE MOST ACTIVE ADVOCATES AGAINST THIS BILL. PAR'S EMPLOYMENT FIRST WORKGROUP HELPED DEVELOP PENNSYLVANIA'S EMPLOYMENT FIRST LEGISLATION WHICH PASSED ON JUNE 20, 2018. PAR WAS INSTRUMENTAL IN THE PASSAGE OF ACHIEVING THE PASSAGE OF HOUSE BILL 1124 ON JUNE 22, 2018 WHICH WILL MAKE IT EASIER TO PROSECUTE CAREGIVERS WHO ABUSE OR NEGLECT INDIVIDUALS IN THEIR CARE. 90569 0 91000 ACCESS TO RESOURCES - PAR ASSISTS FAMILIES, INCLUDING FAMILY MEMBERS WHO HAVE DISABILITIES, THROUGH SCHOLARSHIPS AND ACCESS TO VARIOUS EDUCATIONAL EVENTS TO HELP THEM LEARN MORE ABOUT HOW TO MEET THE CHALLENGES THEY FACE THROUGH GOOD INFORMATION AND NETWORKING OPPORTUNITIES. PAR UNDERWENT AN EXPENSIVE WEBSITE REDESIGN PROJECT. THE PAR WEBSITE, WWW.PAR.NET, PROVIDES FREE ONLINE ACCESS TO INFORMATION ABOUT HOW TO RECEIVE SERVICES AS WELL AS LINKS TO RELEVANT PA DEPARTMENT OF HUMAN SERVICES AND OFFICE OF DEVELOPMENTAL PROGRAMS WEBSITES. THIS INFORMATION IS ALSO AVAILABLE TO STATE AND COUNTY GOVERNMENT WHO HAVE THE RESPONSIBILITY FOR ADMINISTERING AND COORDINATING SERVICES FOR PEOPLE WHO LIVE WITH AUTISM OR AN INTELLECTUAL DISABILITY, AND TO THE GREATER COMMUNITY UPON REQUEST. THROUGH PAR'S NEW ASSOCIATION MANAGEMENT SOFTWARE (AMS) IMPLEMENTED THIS YEAR, PAR CAN GROW AND MAINTAIN A MORE ACCURATE DATABASE WITH WHICH TO DISSEMINATE INFORMATION THROUGH PAR MAIL WHICH JUST THIS YEAR WAS MADE OPEN TO THE PUBLIC.LINKS TO ALL PAR MEMBER SERVICE PROVIDERS CAN BE FOUND WITH THE SERVICES THEY PROVIDE AS WELL AS CONTACT INFORMATION. THE WEBSITE INCLUDES LINKS TO MEMBER'S EMPLOYEE RECRUITMENT PAGES FOR THE PUBLIC TO FIND JOBS IN THE FIELD. 1407170 1 1 0 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 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 0 0 0 0 1 13 0 1 9 1 0 0 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X X SHIRLEY A WALKER PRESIDENT & CEO 7172362374 4 LEMOYNE DRIVE NO 203 LEMOYNE PA 17043 KATHLEEN BROWN-MCHALE BOARD CHAIR 8.00 X X 0 0 0 TERRANCE MCNELIS VICE-CHAIR 5.00 X X 0 0 0 SR MARYALICE JACQUINOT TREASURER 4.00 X X 0 0 0 DENISE CLOFINE SECRETARY 7.00 X X 0 0 0 ROB REID IMMEDIATE PAST CHAIR 5.00 X X 0 0 0 SHIRLEY A WALKER PRESIDENT & CEO 60.00 X X 280048 0 16577 RUTH SIEGFRIED BOARD MEMBER AT LARGE 7.00 X 0 0 0 CHARLES HOOKER BOARD MEMBER AT LARGE 5.00 X 0 0 0 DAVID WYHER BOARD MEMBER AT LARGE 4.50 X 0 0 0 SCOTT SPREAT BOARD MEMBER 5.00 X 0 0 0 GREG MILLER BOARD MEMBER 4.00 X 0 0 0 WILLIAM HARRIGER BOARD MEMBER 6.50 X 0 0 0 KATHRYN SUSANO-MORRIS BOARD MEMBER 3.00 X 0 0 0 PAUL COLEMAN BOARD MEMBER 5.00 X 0 0 0 JOHN BARBER BOARD MEMBER 5.00 X 0 0 0 STEVE BRUCE BOARD MEMBER 5.00 X 0 0 0 WILLIAM MILLER BOARD MEMBER 5.00 X 0 0 0 DEAN STOESZ BOARD MEMBER 3.00 X 0 0 0 DONALD BRODERICK BOARD MEMBER (UNTIL 10/17) 5.00 X 0 0 0 DYANN ROTH BOARD MEMBER (UNTIL 07/17) 2.00 X 0 0 0 GWEN SCHUIT BOARD MEMBER (UNTIL 10/17) 6.00 X 0 0 0 JOHN A KANE DIR, POLICY & GOVT AFFAIRS 40.00 X 107940 0 0 387988 0 16577 2 0 1 0 0 21720 21720 MEMBERSHIP DUES 900099 1398396 1398396 EDUCATION SERVICES 900099 302829 302829 1701225 6148 6148 143 -143 -143 -143 LICENSING AGREEMENTS 900099 20658 20658 20658 1749608 1721883 0 6005 296625 237300 56325 3000 476847 343330 133517 34984 25188 9796 24821 17871 6950 54861 41694 13167 2400 2400 24901 24901 97952 97952 5737 4590 1147 78418 62754 15664 70581 49407 21174 68503 52062 16441 246038 233736 12302 1779 1334 445 9364 9364 INITIATIVES 202836 202836 INTERNSHIP EXPENSES 21720 21720 EQUIP. RENTAL AND MAIN. 6082 5717 365 CREDIT CARD FEES 5284 5284 4447 4395 52 1734180 1407170 324010 3000 1050966 161843 423825 224825 13568 16030 34207 91272 24617 23576 2962 1041 0 1501 994988 5460 8296 1530988 1499796 103588 113424 82021 23837 35120 45667 220729 182928 X 1310259 1316868 1310259 1316868 1530988 1499796 15428 -8819 0 X X 0 1 X 1 0 X 1309319 1325062 1329080 1298730 21720 5283911 190761 188053 178461 257378 1701225 2515878 1500080 1513115 1507541 1556108 1722945 7799789 0 0 0 7799789 1373 979 983 893 6148 10376 1373 979 983 893 6148 10376 32752 39752 25096 28085 20658 146343 1534205 1553846 1533620 1585086 1749751 7956508 0.98030 0.97670 0.00130 0.00070 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: LICENSING AGREEMENTS - 2013 AMOUNT: $ 31,816. 2014 AMOUNT: $ 39,752. 2015 AMOUNT: $ 25,096. 2016 AMOUNT: $ 28,085. 2017 AMOUNT: $ 20,658. MISCELLANEOUS INCOME - 2013 AMOUNT: $ 936. 12000 85952 97952 1636228 1734180 236709 59177 0 0 202098 203563 228682 236709 871052 1306578 28541 126165 125310 97952 377968 50525 50891 57171 59177 217764 326646 3000 12000 12000 12000 39000 24617 23576 1041 1041 VANGUARD BALANCED INDEX ADMIRAL FUND 498764 F VANGUARD WELLINGTON ADMIRAL FUND 496224 F 994988 ACCRUED LEAVE 45667 45667 X 1740789 -8819 -8819 1749608 0 1749608 1734180 0 1734180 0 1734180 PART X, LINE 2: THE ASSOCIATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. X X X X 0 0 0 0 0 0 0 0 0 SHIRLEY A WALKER PRESIDENT & CEO 280048 0 0 0 0 0 9782 0 6795 0 296625 0 0 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE IS MADE UP OF THE FOUR OFFICERS, THE IMMEDIATE PAST CHAIR, AND UP TO THREE AT-LARGE BOARD MEMBERS. MEMBERS OF THE EXECUTIVE COMMITTEE HAVE THE AUTHORITY TO ACT ON BEHALF OF THE FULL BOARD DURING EMERGENCIES. FORM 990, PART VI, SECTION A, LINE 6 THE ASSOCIATION IS MADE UP OF MEMBER ORGANIZATIONS THAT PROVIDE SERVICES TO INDIVIDUALS WITH INTELLECTUAL DISABILITY AND INDIVIDUALS LIVING WITH AUTISM, AND ASSOCIATE MEMBERS. THESE MEMBERS HAVE NO OWNERSHIP IN THE ASSOCIATION. FORM 990, PART VI, SECTION A, LINE 7A THE PROVIDER MEMBERSHIP ELECTS THE GOVERNING BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THERE ARE TWO DECISIONS THAT MUST BE APPROVED BY THE MEMBERSHIP - THE ELECTION OF REPRESENTATIVES TO THE GOVERNING BODY, AND THE APPROVAL FOR REVISIONS TO THE ASSOCIATION'S BY-LAWS. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT/CEO PERFORMS THE INITIAL REVIEW OF THE 990. IT IS THEN DISTRIBUTED TO AND REVIEWED BY THE BOARD OF DIRECTORS WHO APPROVES THE RETURN BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE OPERATIONS AND MEMBER SERVICES MANAGER MONITORS THE CONFLICT OF INTEREST POLICY. ANNUALLY BOARD MEMBERS MUST COMPLETE AND UPDATE SIGNED CONFLICT OF INTEREST FORMS. NEW OFFICERS AND BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM UPON JOINING THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE HAS BEEN AUTHORIZED BY THE BOARD OF DIRECTORS TO ACT AS THE COMPENSATION COMMITTEE WHEN REVIEWING AND ESTABLISHING THE COMPENSATION OF THE ASSOCIATION'S PRESIDENT/CEO, THE COMPENSATION COMMITTEE DETERMINES THE CEO'S COMPENSATION PACKAGE AND INFORMS THE BOARD OF DIRECTORS OF ITS ACTION. THE BOARD OF DIRECTORS IS PROVIDED THE DETAILS OF THE PACKAGE. IT MAY THEN CHOOSE TO VOTE ITS ACCEPTANCE OF THE REPORT OR SIMPLY RECEIVE THE REPORT AS INFORMATION FOR THE RECORD. TO DETERMINE THE CEO'S SALARY, PAR FOLLOWS THE REBUTTABLE PRESUMPTION PROCESS. PAR USES MARKET RESEARCH AND COMPENSATION STUDIES TO HELP DETERMINE THE CEO'S SALARY. FORM 990, PART VI, SECTION C, LINE 19 PAR'S WEBSITE PROVIDES A DIRECT LINK TO PAR'S FORM 990 HOUSED ON GUIDESTAR'S WEBSITE. BYLAWS, THE MISSION STATEMENT, AND PRINCIPLES ARE ON PAR'S WEBSITE. THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. PART XI, LINE 2C THE EXECUTIVE COMMITTEE OF THE BOARD ASSUMES THE RESPONSIBILITY OF THE AUDIT COMMITTEE.