2017-05-15T13:16:37-05:00 2016-06-30 232835861 ROBIN KRAMER & GREEN LLP 550 PINETOWN ROAD SUITE 410 FORT WASHINGTON PA 190342609 990 2015-07-01 222483916 LIBERTY RESOURCES INC LIBE 2156342000 112 N 8TH STREET SUITE 600 PHILADELPHIA PA 19107 THOMAS EARLE CEO 2156342000 2017-05-15 1 STEVEN M GREEN P00100526 2156418300 2015 2021-01-29 14:40:06Z THOMAS EARLE 112 N 8TH STREET SUITE 600 PHILADELPHIA PA 19107 32532967 0 X WWW.LIBERTYRESOURCES.ORG X 1980 PA THE ORGANIZATION ADVOCATES AND PROMOTES INDEPENDENT LIVING FOR PERSONS WITH DISABILITIES. 20 19 194 30 365555 -337 28079 62881 23685265 27257144 28674 79055 4356998 4718883 28099016 32117963 0 0 0 0 22218177 25569117 0 0 7172 3369452 3662439 25587629 29231556 2511387 2886407 7028751 9835177 2683220 2615521 4345531 7219656 X LRI IS A CONSUMER-DRIVEN ORGANIZATION THAT ADVOCATES AND PROMOTES INDEPENDENT LIVING FOR PERSONS WITH DISABILITIES. LRI IS THE CENTER FOR INDEPENDENT LIVING (CIL) IN THE PHILADELPHIA AREA WHICH ADVOCATES FOR AND WORKS WITH PERSONS WITH DISABILITIES TO ENSURE THEIR CIVIL RIGHTS AND EQUAL ACCESS TO ALL ASPECTS OF LIFE IN THE COMMUNITY. 0 0 193067 339527 INDEPENDENT LIVING SERVICES 18086861 26709754 IN-HOME HEALTHCARE AND SUPPORT SERVICES TO PERSONS WITH DISABILITIES AND THE ELDERLY 496187 671767 DURABLE MEDICAL EQUIPMENT 1031022 3889424 OTHER 1031022 3889424 19807137 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 1 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 1 0 0 0 0 1 62 0 194 1 1 1 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THE ORGANIZATION 2156342000 112 N 8TH STREET SUITE 600 PHILADELPHIA PA 19107 THOMAS EARLE CHIEF EXECUTIVE OFFICER 40.00 X X 194753 0 20064 MICHAEL BENCROWSKY CHAIR 1.00 X X 0 0 0 CASSIE JAMES HOLDSWORTH VICE CHAIR 1.00 X X 0 0 0 JAMES GOODWIN SECRETARY 1.00 X X 0 0 0 STEPHEN KIBBE TREASURER 1.00 X X 0 0 0 JAMES CURRAN DIRECTOR 1.00 X 0 0 0 BRANDON EZEKIAL DIRECTOR 1.00 X 0 0 0 STEPHEN GOLD DIRECTOR 1.00 X 0 0 0 SARITA KIMBLE DIRECTOR 1.00 X 0 0 0 JANICE MCGRANE DIRECTOR 1.00 X 0 0 0 EVAN MOORES DIRECTOR 1.00 X 0 0 0 JERRY MORELLI DIRECTOR 1.00 X 0 0 0 BRENDA PEDRO DIRECTOR 1.00 X 0 0 0 IVA PETERSON DIRECTOR 1.00 X 0 0 0 DEBORAH RUSSELL DIRECTOR 1.00 X 0 0 0 JOSEPH STRAMONDO DIRECTOR 1.00 X 0 0 0 MARSHA THROWER DIRECTOR 1.00 X 0 0 0 ERIK VON SCHMETTERLING DIRECTOR 1.00 X 0 0 0 JOSEPH YASKIN DIRECTOR 1.00 X 0 0 0 THERESA YATES DIRECTOR 1.00 X 0 0 0 FADY SAHHAR CHIEF ADMINISTRATIVE OFFICER 40.00 X 167360 0 23411 GLENN SEAGRAVES CHIEF FINANCIAL OFFICER 40.00 X 0 0 0 362113 0 43475 2 0 1 0 THE GRAHAM COMPANY ONE PENN SQUARE WEST 25TH FLOOR PHILADELPHIA PA 19102 INSURANCE BROKER AND CONSULTING SERVICES 879718 ULTIMATE SOFTWARE GROUP INC 2000 ULTIMATE WAY WESTON FL 33326 PAYROLL SERVICES 155398 SEMANOFF ORMSBY GREENBERG & TORCHIA LLC 2617 HUNTINGDON PIKE HUNTINGDON VALLEY PA 19006 LEGAL SERVICES 129349 ROBIN KRAMER & GREEN LLP 550 PINETOWN ROAD SUITE 410 FORT WASHINGTON PA 19034 ACCOUNTING SERVICES 116325 4 62881 62881 IN-HOME HEALTHCARE & SUPPORT SERV 624200 26709754 26709754 INDEPENDENT LIVING SERVICES 624200 339527 339527 HOUSING 624200 119995 119995 SPECIALIZED SERVICES 624200 87868 87868 27257144 79055 79055 108792 415004 -306212 -306212 -306212 REIMBURSED EMPLOYEE COSTS 624200 3852732 3852732 DURABLE MEDICAL EQUIPMENT 624200 671767 671767 MANAGEMENT FEES 624200 420000 420000 80596 80596 5025095 32117963 31610472 365555 79055 405588 405588 21386290 15951184 5435106 42643 3151 39492 1824708 1120134 704574 1909888 1652076 257812 59803 166 59637 161200 161200 87899 87899 503746 103197 399149 1400 42225 6167 36058 367300 86591 280709 2534 2534 440166 32891 407275 66394 25128 41066 200 17671 408 17263 79190 79190 65741 6145 59596 414421 297460 116961 COST OF GOODS SOLD 283292 283292 BAD DEBTS 282858 282858 RELOCATION CONTINGENCY 163478 163478 TB TESTING 79599 79599 544922 239147 300203 5572 29231556 19807137 9417247 7172 147681 1373991 1175105 2660578 3003500 1854871 1632647 74263 317000 2523204 1447327 1152910 1075877 29163 0 1109285 1257057 7028751 9835177 2041017 2071386 642203 544135 2683220 2615521 X 4345531 7219656 4345531 7219656 7028751 9835177 X 2886407 -12282 X X 0 1 X 1 1 1 X 84839956 42550356 14892852 23713344 27320025 193316533 84839956 42550356 14892852 23713344 27320025 193316533 193316533 1646888 1512058 1544763 141347 187847 5032903 198349436 0.97460 0.97180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 3223 1 116903 0 120126 0 PART II-B, LINE 1: ORGANIZATION ADVOCATES FOR THE CONTINUITY OF SERVICES AND APPROPRIATE FUNDING FOR CONSUMERS WITH DISABILITIES AND THE ELDERLY. IT COORDINATES WITH OTHER SIMILAR ORGANIZATIONS ACROSS THE COMMONWEALTH OF PENNSYLVANIA. ORGANIZATION SENDS MAIL AND EMAIL TO CONSUMERS REQUESTING THAT THEY CONTACT THEIR LEGISLATORS REGARDING AN ISSUE OF IMPORTANCE. 119674 119674 1125265 259810 865455 29429 1478 27951 920981 858184 62797 327855 327855 0 1075877 INVESTMENT IN CAPTIVE INSURANCE PLAN 994600 ADVANCES TO NONRELATED PARTIES AND OTHER 43687 SECURITY DEPOSITS 218770 1257057 32532967 0 32532967 -415004 -415004 32117963 29658842 427286 427286 29231556 0 29231556 PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON FORM 990, PART VIII, STATEMENT OF REVENUE -415,004. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED LOSS FROM INVESTMENT IN CAPTIVE INSURANCE PLAN 12,282. RENTAL EXPENSES INCLUDED ON FORM 990, PART VIII, STATEMENT OF REVENUE 415,004. X X X X X 0 0 0 0 0 0 0 0 0 THOMAS EARLE CHIEF EXECUTIVE OFFICER 194753 0 0 0 0 0 0 0 20064 0 214817 0 0 0 FADY SAHHAR CHIEF ADMINISTRATIVE OFFICER 167360 0 0 0 0 0 0 0 23411 0 190771 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE COMMITTEE AND BOARD OF DIRECTORS RECEIVE A DRAFT OF FORM 990 FOR REVIEW AND APPROVAL BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES MUST COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT WHEN HIRED. THE FINANCE AND AUDIT COMMITTEES AND BOARD OF DIRECTORS MUST ALSO SIGN A STATEMENT. THE PERSONNEL MANUAL CONTAINS THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HIRED AN OUTSIDE FIRM TO CONDUCT A COMPENSATION REVIEW IN ORDER TO COMPARE MARKET SALARIES FOR THE CURRENT CEO AND OTHER OFFICERS' COMPENSATION. THE CONTRACTED FIRM UTILIZED VARIOUS SOURCES, INCLUDING DATA FROM THE BUREAU OF LABOR STATISTICS, FORM 990 OF OTHER ORGANIZATIONS, AND TARGETED COMPARABLE NATIONAL, REGIONAL, AND LOCAL ORGANIZATIONS. THE REPORT WITH RECOMMENDATIONS IS PRESENTED TO AND ADOPTED BY THE BOARD OF DIRECTORS. THE APPROVAL WAS DOCUMENTED IN THE MINUTES TO THE BOARD OF DIRECTORS MEETING. THE ORGANIZATION WILL PERIODICALLY OBTAIN UPDATED MARKET INFORMATION TO ENSURE THAT ALL COMPENSATION IS REASONABLE. ALL EXECUTIVE COMPENSATION IS BASED ON THE REPORT GUIDELINES PURSUANT TO A COMPREHENSIVE PERFORMANCE EVALUATION PROCESS. THE CEO IS REVIEWED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE RESPECTIVE EMPLOYMENT CONTRACT AND THE ORGANIZATION'S CORPORATE BYLAWS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED LOSS FROM INVESTMENT IN CAPTIVE INSURANCE PLAN -12,282. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. LIBERTY WHEELS LLC 112 N 8TH STREET SUITE 600 PHILADELPHIA PA 19107 263594849 MEDICAL EQUIPMENT SALES PA 671767 305970 LIBERTY RESOURCES INC LIBERTY CC LLC 112 N 8TH STREET SUITE 600 PHILADELPHIA PA 19107 HOME AND COMMUNITY BASED SERVICES PA 0 0 LIBERTY RESOURCES INC LIBERTY RESOURCES HOME CHOICES LLC 112 N 8TH STREET SUITE 600 PHILADELPHIA PA 19107 461067367 IN-HOME HEALTHCARE AND SUPPORT SERVICES PA 26709754 2650403 LIBERTY RESOURCES INC