2018-01-09T12:10:06-06:00 2017-08-31 521220482 KAISER SCHERER & SCHLEGEL PLLC 1410 SPRING HILL ROAD SUITE 400 MCLEAN VA 22102 990 2016-09-01 540833311 PHILLIPS PROGRAMS PHIL 7039418810 7010 BRADDOCK ROAD ANNANDALE VA 22003 PIPER PHILLIPS CASWELL PRESIDENT 7039418810 2018-01-09 1 G D Arnold III P00437391 7038474660 70.164.46.214 2018-01-09 12:10:05 ES P B249E21DF497DC7AF72E013C718C04A64129743D B9FB062CD124A1CE7277BC2235319EF4CA53A7B6 2016 2021-01-29 14:40:06Z PIPER PHILLIPS CASWELL 7010 BRADDOCK ROAD ANNANDALE VA 22003 21781128 0 X http://www.phillipsprograms.org/ X 1966 VA PHILLIPS PROGRAMS FOR CHILDREN AND FAMILIES HELPS CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES. WITH OUR THREE SPECIAL EDUCATION DAY SCHOOLS, WE EDUCATE THE STUDENTS AND PREPARE THEM FOR THE FUTURE. WITHIN OUR COMMUNITY SERVICE PROGRAMS, WE PROVIDE HOMES AND GUIDANCE AS WELL AS SURROUND FAMILIES IN NEED WITH ENCOURAGEMENT, SUPPORT AND GUIDANCE. 13 13 334 120 0 0 690520 579435 17250280 19702151 17537 188048 102276 50046 18060613 20519680 0 0 0 0 13832013 15641689 0 0 119404 3432981 3779320 17264994 19421009 795619 1098671 18417968 19311919 1097446 824228 17320522 18487691 X FOR FIFTY YEARS, PHILLIPS PROGRAMS HAS SERVED CHILDREN AND YOUTH WITH EMOTIONAL, BEHAVIORAL AND SOCIAL DISABILITIES THROUGH EDUCATION, FAMILY SUPPORT SERVICES AND ADVOCACY. PHILLIPS OPERATES THREE SPECIAL EDUCATION DAY SCHOOLS LOCATED IN ANNANDALE, VA, FAIRFAX, VA AND LAUREL, MD THAT SERVE YOUTH AGED 5-22. WE CREATE AN INDIVIDUALIZED PROGRAM FOR EACH STUDENT THAT ADDRESSES THEIR SPECIFIC NEEDS AND HIGHLIGHTS THEIR UNIQUE TALENTS. PHILLIPS ALSO OPERATES A COMMUNITY SERVICE PROGRAM THAT OFFERS HOME-BASED SUPPORT SERVICES TO HELP CHILDREN STAY IN THEIR HOMES. 0 0 16091932 18454694 PHILLIPS SCHOOL - ANNANDALE SERVED 211 STUDENTS AND HAD AN AVERAGE MONTHLY ENROLLMENT OF 181. THE SCHOOL SERVED STUDENTS FROM 16 FUNDING JURISDICTIONS INCLUDING 10 VIRGINIA, 4 MD AND 2 DC LOCAL EDUCATION AGENCIES. MOST OF THE STUDENTS WERE REFERRED TO PHILLIPS SCHOOL - ANNANDALE BY THE PUBLIC SCHOOL SYSTEM THROUGH THE INDIVIDUALIZED EDUCATION PLAN PROCESS BECAUSE THERE WAS NO APPROPRIATE PUBLIC PLACEMENT FOR THE CHILD.PHILLIPS SCHOOL - LAUREL SERVED 85 STUDENTS AND HAD AN AVERAGE MONTHLY ENROLLMENT OF 70. THE SCHOOL SERVED STUDENTS FROM 8 FUNDING JURISDICTIONS INCLUDING 5 MD AND 3 DC LOCAL EDUCATION AGENCIES. ALL STUDENTS WERE REFERRED TO PHILLIPS SCHOOL - LAUREL BY THE PUBLIC SCHOOL SYSTEM THROUGH THE INDIVIDUALIZED EDUCATION PLAN PROCESS BECAUSE THERE WAS NO APPROPRIATE PUBLIC PLACEMENT FOR THE CHILD.PHILLIPS SCHOOL - FAIRFAX SERVED 52 STUDENTS AND HAD AN AVERAGE MONTHLY ENROLLMENT OF 35. THE SCHOOL SERVED STUDENTS FROM 12 FUNDING JURISDICTIONS INCLUDING 10 VA AND 2 DC LOCAL EDUCATION AGENCIES. ALL STUDENTS WERE REFERRED TO PHILLIPS SCHOOL - FAIRFAX BY THE PUBLINC SCHOOL SYSTEM THROUGH THE INDIVIDUALIZED EDUCATION PLAN PROCESS BECAUSE THERE WAS NO APPROPRIATE PUBLIC PLACEMENT FOR THE CHILD. 861116 607371 PHILLIPS FAMILY PARTNERS SERVED 214 CLIENTS. THE PROGRAM SERVED CLIENTS FROM 5 FUNDING SOURCES FROM VIRGINIA SOCIAL SERVICES AGENCIES. THE PROGRAM PROVIDES HOME-BASED SERVICES TO HELP THE CHILD REMAIN IN THE HOME, RATHER THAN BEING PLACED OUT OF THE HOME. 812416 992015 PHILLIPS BUILDING FUTURES PROVIDES STUDENTS INTENSIVE HANDS-ON VOCATIONAL TRAINING AND THE OPPORTUNITY TO ATTEND SCHOOL IN A NONTRADITIONAL MANNER. THE JOBSITES SERVED 22 STUDENTS FROM 7 FUNDING JURISDICTIONS INCLUDING 3 VIRGINIA, 3 MD AND 1 DC. 17765464 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 1 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 1 334 1 0 0 0 0 0 1 1 0 0 0 0 X 13 13 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD VA X X COO 7039418810 7010 BRADDOCK RD ANNANDALE VA 22003 MICHAEL J POLICICCHIO CHAIRPERSON 0.00 X X 0 0 0 TRICIA PRIMROSE WALLACE TRUSTEE 0.00 X 0 0 0 DAVID PERRY TRUSTEE 0.00 X 0 0 0 JOE BURKE TRUSTEE 0.00 X 0 0 0 MICHAEL A BARR TREASURER 0.00 X X 0 0 0 JAMES E WARD IV SECRETARY 0.00 X X 0 0 0 ELENA JAMES TRUSTEE 0.00 X 0 0 0 MEGAN MALONE VICE-CHAIRPERSON 0.00 X X 0 0 0 NICOLE LEE TRUSTEE 0.00 X 0 0 0 JANET PARKER TRUSTEE 0.00 X 0 0 0 GEORGE NAPIER TRUSTEE 0.00 X 0 0 0 MELISSA PANAGIDES TRUSTEE 0.00 X 0 0 0 SCOTT HEIMBERG TRUSTEE 0.00 X 0 0 0 MICHAEL CONDRO TRUSTEE 0.00 X 0 0 0 PIPER PHILLIPS CASWELL PRESIDENT 45.00 X 178562 0 21192 trixie herbert COO 45.00 X 155220 0 10955 TRUDY A BELL PROGRAM DIR - ANNANDALE 45.00 X 158944 0 17115 MARBETH INGLE-LEVY DIRECTOR OF HUMAN RESOURCE 45.00 X 110915 0 26586 SARAH HEADLEY-BOYD PROGRAM DIRECTOR 45.00 X 107108 0 6986 LINDSAY HARRIS PROGRAM DIRECTOR 45.00 X 110500 0 8185 821249 0 91019 6 0 1 0 0 273013 166987 139435 579435 TUITION AND FEES 611600 19702151 19702151 19702151 83703 83703 585078 612250 585609 507374 -531 104876 104345 104345 54630 273013 168465 -113835 -113835 RENTAL INCOME 532000 159248 159248 OTHER REVENUE 611710 4633 4633 163881 20519680 20054080 0 -113835 541988 176059 365929 12578688 11878257 619047 81384 1572512 1418559 144195 9758 948501 904880 37395 6226 31710 31710 33245 33245 6614 2033 4581 244543 86152 152236 6155 540419 515754 20535 4130 131148 94405 34366 2377 1262807 1224283 38524 247654 241324 6006 324 21728 21160 568 1040616 1027084 13532 STAFF DEVELOPMENT 88049 63831 20132 4086 equipment rental 51067 27197 21860 2010 SPECIAL ASSISTANCE 49327 47706 1621 0 DUES 24180 37 22369 1774 6213 5033 1180 19421009 17765464 1536141 119404 1717047 956476 109433 109608 1152153 1701261 949863 708767 24633794 13885055 10100091 10748739 3928888 4831239 460493 255829 18417968 19311919 277665 208950 819781 526519 88759 1097446 824228 X 16452794 17584522 817558 847129 50170 56040 17320522 18487691 18417968 19311919 X 1098671 68499 -1 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51988 6000 692 58680 42201 9000 787 51988 30909 11150 142 42201 29813 950 146 30909 28840 1295 -322 29813 0.95500 0.04500 0 0 2228255 2228255 18501828 10767020 7734808 2923274 2466929 456345 980437 651106 329331 10748739 20588179 68499 68499 20519680 0 20519680 19421009 0 19421009 0 19421009 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 Schedule E, Part I, Line 3 PHILLIPS PROGRAMS PROVIDES EDUCATIONAL SERVICES TO A UNIQUE GROUP OF STUDENTS HAVING SPECIFIC EMOTIONAL AND SOCIAL NEEDS BASED ON PHYSICAL AND EMOTIONAL DISABILITIES, AND DRAWS ITS STUDENT BODY FROM THE ENTIRE WASHINGTON, DC METROPOLITAN AREA. STUDENTS ARE SELECTED BASED UPON THEIR SPECIFIC NEEDS AS RECOMMENDED BY THE LOCAL SCHOOL DISTRICTS WITH NO REGARD TO RACE, COLOR, SEX, NATIONAL OR ETHNIC ORIGIN. Schedule E, Part I, Line 6 THE NATIONAL SCHOOL LUNCH PROGRAM IS A FEDERALLY ASSISTED MEAL PROGRAM FOR PUBLIC AND NON-PROFIT PRIVATE SCHOOLS AND RESIDENTIAL CHILD CARE INSTITUTIONS. IT REGULATES MEALS AND SNACKS TO BE NUTRITOUS AND WELL BALANCED. SCHOOLS RECEIVE SUBSIDIES FROM THE U.S. DEPARTMENT OF AGRICULTURE (USDA) FOR EACH MEAL THEY SERVE. THE MEALS THAT ARE SERVED MUST MEET FEDERAL REQUIREMENTS, AND THEY MUST OFFER FREE OR REDUCED PRICES TO FAMILIES THAT ARE ELIGIBLE. SPRING GALA 248604 213324 35280 22869 64274 1150 23589 FALL EVENT 79039 59539 19500 34766 7245 14572 327643 272863 54780 22869 99040 8395 38161 168465 -113685 X X 0 0 0 0 0 0 0 0 0 PIPER PHILLIPS CASWELL PRESIDENT 178062 0 500 0 0 0 0 0 21192 0 199754 0 0 0 trixie herbert COO 154720 0 500 0 0 0 0 0 10955 0 166175 0 0 0 TRUDY A BELL PROGRAM DIR - ANNANDALE 158444 0 500 0 0 0 0 0 17115 0 176059 0 0 0 Form 990, Part VI, Section A, line 6 THE GOVERNING BODY IS COMPOSED OF 13 MEMBERS. Form 990, Part VI, Section A, line 7a SUGGESTIONS FOR BOARD MEMBERS ARE MADE IN WRITING TO THE CHAIRMAN OF THE NOMINATING COMMITTEE WITH A COPY GOING TO THE CEO. THE CEO, A NOMINATING COMMITTEE MEMBER AND ANOTHER TRUSTEE MEET WITH THE INDIVIDUAL AND MUST RECOMMEND THE CANDIDATE TO THE NOMINATING COMMITTEE AS A WHOLE. IF A MAJORITY OF THE NOMINATING COMMITTEE AGREES, THE NAME OF THE CANDIDATE, ACCOMPANIED BY A BRIEF BIOGRAPHICAL SKETCH, IS PLACED BEFORE THE BOARD OF TRUSTEES FOR A VOTE ON WHETHER TO EXTEND AN INVITATION TO THAT INDIVIDUAL TO JOIN THE BOARD. AMONG THE CRITERIA USED IN THE SELECTION PROCESS INCLUDES: HIGH AND SINCERE INTEREST IN CHILDREN, VISIBILITY IN THE COMMUNITY, FUNDRAISING CAPABILITY OR, IF NOT, FRIEND RAISING CAPABILITY, KNOWLEDGE OF PHILLIPS, WILLINGNESS AND ABILITY TO COMMIT TIME TO PHILLIPS, KNOWN TO SOMEONE AT THE SCHOOL OR A BOARD MEMBER, UNDERSTANDING OF A TRUSTEE'S RESPONSIBILITY TO PARTICIPATE IN BOARD MATTERS. THE TERM FOR EACH BOARD MEMBER IS 3 YEARS WITH A MAXIMUM OF 3 TERMS. Form 990, Part VI, Section B, line 11b THE FINANCE COMMITTEE REVIEWS THE HARDCOPY OF THE FORM 990 AND PRESENTS IT TO THE BOARD FOR FINAL APPROVAL PRIOR TO FILING. Form 990, Part VI, Section B, line 12c BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY. THE BOARD WILL CONSISTENTLY MONITOR THE CONFLICT OF INTEREST POLICY BY ADDING THIS POLICY AS AN ANNUAL AGENDA ITEM AT ITS BOARD MEETING. Form 990, Part VI, Section B, line 15 IN 2011 THE PRESIDENT & CEO'S SALARY WAS DETERMINED BY A SEARCH COMMITTEE. IN THE PAST, THE BOARD HIRED A COMPENSATION SPECIALIST TO STUDY THE COMPENSATION OF THE VICE PRESIDENT OF PHILLIPS. AS PART OF THAT STUDY, THE SPECIALIST RECOMMENDED INCREASED WAGES FOR THE EXECUTIVES BASED ON DUTIES/RESPONSIBILITIES AND MARKET COMPS. THE RECOMMENDATIONS WERE ACCEPTED AND ACTED UPON. FROM THEN ON THE EXECUTIVES HAVE RECEIVED COST OF LIVING ADJUSTMENT AND A CALCULATED STEP INCREASE (BY FORMULA) LIKE ALL STAFF IN THE ORGANIZATION. STAFF SALARIES ARE DETERMINED BY THE COST OF LIVING (COL) AND STEP OF THE EMPLOYEE. THE SALARY PROGRAM MAKES THE CALCULATION BASED ON COL AND PROVIDES THE SALARY OF EACH EMPLOYEE INCLUDING KEY EMPLOYEES. THE PRESIDENT AND COO REVIEW ALL THE SALARIES DURING THE BUDGET PROCESS. THE BUDGET IS PRESENTED TO THE FINANCE COMMITTEE AND BOARD BEFORE IT IS SUBMITTED TO THE COUNTIES/STATE. Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. Form 990, Part XI, line 9: ROUNDING -1.