2017-07-14T09:18:31-05:00 2016-12-31 231909723 MCKONLY & ASBURY LLP 415 FALLOWFIELD ROAD CAMP HILL PA 17011 990 2016-01-01 232931834 LEG UP FARM INC LEGU 7172669294 4880 NORTH SHERMAN STREET MOUNT WOLF PA 173479637 DOUGLAS L BERMAN CHAIRMAN 7172669294 2017-07-06 1 GARY J DUBAS P00252339 7177617910 X 50.207.109.122 2017-07-06 10:52:27 ED P 7A2A350352C0973280836E4615395F044E099A9A 43E0D199D524613ACB1CE81690383D1F80811FB7 2016 2021-01-29 14:40:06Z DOUGLAS L BERMAN 3501 CONCORD ROAD SUITE 250 PO BOX 21439 YORK PA 17402 3085286 0 X WWW.LEGUPFARM.ORG X 1997 PA THE MISSION OF LEG UP FARM IS TO ENRICH THE LIVES OF INDIVIDUALS WITH SPECIAL NEEDS AND THEIR FAMILIES THROUGH SUPPORT AND CUSTOMIZED PROGRAMS. 12 11 51 182 96888 -6040 932401 1427438 1288480 1271797 409 24120 227523 343773 2448813 3067128 0 0 0 0 2101013 1724837 0 0 228263 1082964 1132316 3183977 2857153 -735164 209975 11893391 11698598 8490437 8085669 3402954 3612929 X LEG UP FARM IS THE ONLY FACILITY IN THE COUNTRY THAT PROVIDES CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES WITH ACCESSIBLE AND AFFORDABLE PHYSICAL, SPEECH, AND OCCUPATIONAL THERAPY; BEHAVIORAL HEALTH SERVICES; EDUCATIONAL PROGRAMMING; AND EQUINE AND OTHER ANIMAL-ASSISTED THERAPY, ALL UNDER ONE ROOF. BY COMBINING A STATE-OF-THE-ART SETTING WTIH A CHILD-FRIENDLY ENVIRONMENT, LEG UP FARM CATERS TO THE NEEDS OF BOTH CHILDREN AND THEIR FAMILIES. FURTHER, LEG UP FARM'S DISTINCTIVE, "CIRCLE OF CARE" PROGRAM MODEL ALLOWS THE PROVISION OF INNOVATIVE, COMPREHENSIVE, CUSTOMIZED, AND COORDINATED THERAPY AND EDUCATIONAL PROGRAMS. 0 0 1733078 1007550 THERAPY SERVICES: LEG UP FARM PROVIDES CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES WITH ACCESSIBLE AND AFFORDABLE PHYSICAL, SPEECH, AQUATIC AND OCCUPATIONAL THERAPY, NUTRITION AND COUNSELING SERVICES. BY COMBINING A STATE-OF-THE-ART SETTING WITH A CHILD-FRIENDLY ENVIRONMENT, LEG UP FARM CATERS TO THE NEEDS OF BOTH CHILDREN AND THEIR FAMILIES. LEG UP FARM ALLOWS FOR THE PROVISION OF INNOVATIVE, COMPREHENSIVE, CUSTOMIZED, AND COORDINATED THERAPY AND EDUCATIONAL PROGRAMS. IN 2016, LEG UP FARM PROVIDED OVER 20,000 THERAPY APPOINTMENTS TO APPROXIMATELY 500 DIFFERENT CHILDREN. 471358 264247 THERAPEUTIC HORSEBACK RIDING SERVICES: LEG UP FARM PROVIDES CHILDREN WITH SPECIAL NEEDS AND THEIR FAMILIES WITH ANIMAL ASSISTED ACTIVITIES. THROUGH THESE ACTIVITIES, WHICH INCLUDE CARE AND MAINTENANCE OF HORSES AND THERAPEUTIC RIDING, CHILDREN WITH SPECIAL NEEDS ARE ABLE TO WORK TOWARD INDIVIDUAL GOALS THAT MAY BE PHYSICAL, MENTAL, EMOTIONAL, OR EDUCATIONAL IN NATURE. IN 2016, LEG UP FARM PROVIDED OVER 4,000 THERAPEUTIC RIDING SESSIONS TO NEARLY 150 DIFFERENT CHILDREN. 2204436 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 18 0 1 51 1 1 1 0 0 0 0 0 0 0 0 0 X 12 11 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THE ORGANIZATION 7172669294 4880 N SHERMAN STREET MOUNT WOLF PA 173479637 DOUGLAS L BERMAN CPA CHAIRMAN 5.00 X X 0 0 0 CHRISTOPHER A FERRO ESQ VICE CHAIRMAN 5.00 X X 0 0 0 EDIE STAUB SECRETARY 2.00 X X 0 0 0 LOUIS J CASTRIOTA SR DIRECTOR 2.00 X 0 0 0 CHRISTIAN J IZZO DIRECTOR 2.00 X 0 0 0 DAVID A JONES II ESQ DIRECTOR 2.00 X 0 0 0 RAY SCHROEDER TREASURER 2.00 X X 0 0 0 TRAVIS MILLER DIRECTOR 2.00 X 0 0 0 MATT SCARPATO DIRECTOR 2.00 X 0 0 0 AMBER KRAFT DIRECTOR 2.00 X 0 0 0 ANGELA ANG- ALHADEFF DIRECTOR 2.00 X 0 0 0 CHRISTINE NENTWIG DIRECTOR 2.00 X 0 0 0 LOUIS J CASTRIOTA JR PRESIDENT 40.00 X 107575 0 10671 ANDREW KEHL CFO UNTIL 04/22/16 40.00 X 30331 0 1608 JODY BENTZ CONTROLLER 40.00 X 36809 0 1976 174715 0 14255 1 0 0 0 0 142818 96720 29408 1158492 44237 1427438 PATIENT SERVICE 621400 1271797 1271797 1271797 24295 24295 195205 0 195205 195205 195205 1000 1175 -175 -175 -175 4353 96720 16983 -12630 -12630 PROPERTY AND FACILITIE 532000 101084 41230 59854 MGT. FEE 900099 37034 37034 MISCELLANEOUS 900099 23080 23080 161198 3067128 1508232 96888 34570 188969 133879 34056 21034 1323616 937738 238543 147335 102323 60284 37563 4476 109929 77909 19808 12212 758 644 63 51 13440 11424 1118 898 52783 44865 4391 3527 16490 318 81 16091 54288 38634 8468 7186 51639 46371 4456 812 990 990 336943 302571 29077 5295 365195 327941 31515 5739 48355 43414 3446 1495 PROGRAM SPECIFIC 110359 110359 MAINTENANCE AND REPAIR 60801 54682 5176 943 STAFF DEVELOPMENT 12657 11027 992 638 REAL ESTATE TAXES 5457 5457 2161 1386 244 531 2857153 2204436 424454 228263 3229 287489 150583 89172 101023 75563 68167 228 1009 7516 22426 12964756 1780753 11280714 11184003 149480 171387 11893391 11698598 158177 130457 71393 18542 8260867 7910015 0 26655 8490437 8085669 X 3277314 3381457 125640 231472 3402954 3612929 11893391 11698598 209975 0 X X 0 1 X 1 0 X 910388 1302694 2633659 932401 1427438 7206580 721706 1175451 1348566 1482365 1508232 6236320 1632094 2478145 3982225 2414766 2935670 13442900 1323 6812 5701 1545 6494 21875 0 1323 6812 5701 1545 6494 21875 13421025 3230 1695 1328 409 24295 30957 3230 1695 1328 409 24295 30957 3718 23080 26798 1635324 2479840 3983553 2418893 2983045 13500655 0.99410 0.99830 0.00230 0.00060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2428078 2428078 10164279 1531739 8632540 165587 129890 35697 206812 119124 87688 11184003 CASH OVERDRAFT LIABILITY 26655 26655 X PART X, LINE 2: LEG UP FARM IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE; THEREFORE, NO PROVISION FOR INCOME TAXES IS MADE FOR ACTIVITIES RELATED TO THEIR EXEMPT PURPOSE. THE COMPANY ADHERES TO THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC NO. 740, INCOME TAXES (ASC 740). ASC 740 ESTABLISHES RULES FOR RECOGNIZING AND MEASURING TAX POSITIONS TAKEN IN AN INCOME TAX RETURN, INCLUDING DISCLOSURES OF UNCERTAIN TAX POSITIONS (UTPS). ASC 740 MANDATES THAT COMPANIES EVALUATE ALL MATERIAL INCOME TAX POSITIONS FOR PERIODS THAT REMAIN OPEN UNDER APPLICABLE STATUTES OF LIMITATION, AS WELL AS POSITIONS EXPECTED TO BE TAKEN IN FUTURE RETURNS. THE UTP RULES THEN IMPOSE A RECOGNITION THRESHOLD ON EACH TAX POSITION. A COMPANY CAN RECOGNIZE AN INCOME TAX BENEFIT ONLY IF THE POSITION HAS A "MORE LIKELY THAN NOT" (I.E., MORE THAN 50 PERCENT) CHANCE OF BEING SUSTAINED ON THE TECHNICAL MERITS. FOR THE YEAR ENDED DECEMBER 31, 2016, THE COMPANY HAS TAKEN NO MATERIAL TAX POSITIONS ON ITS APPLICABLE TAX FILINGS THAT DO NOT MEET THE MORE LIKELY THAN NOT THRESHOLD. AS A RESULT, NO AMOUNT FOR UTPS HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. GOLF TOURNAMENT 18272 18272 8574 2389 134 FALL FEST 14479 14479 1037 6 68322 63969 4353 4849 101073 96720 4353 8574 2389 6020 16983 -12630 JODY BENTZ FAMILY MEMBER OF CHAIRMAN OF BOARD OF DIRECTORS 38785 EMPLOYMENT AS CONTROLLER 0 X 1 29294 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER LOUIS J. CASTRIOTA, SR. AND LOUIS J. CASTRIOTA, JR., PRESIDENT AND CEO, ARE FATHER AND SON. CHAIRMAN OF THE BOARD,DOUGLAS BERMAN AND CONTROLLER, JODY BENTZ ARE BROTHER AND SISTER. FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE GOVERNING BOARD AND MANAGEMENT FIRST REVIEW A DRAFT OF THE 990 AND THEN PRESENT THE 990 IN DRAFT FORM FOR ALL OF THE BOARD MEMBERS TO REVIEW. THE FULL BOARD APPROVES THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C AN ANNUAL REVIEW IS DONE TO MONITOR CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD REVIEWS AND APPROVES THE SALARY OF THE CEO BASED ON A THOROUGH PERFORMANCE EVALUATION PROCESS, REVIEW OF THE RESPONSIBILITIES OF THE POSITION, AND COMPARISON TO PERSONS IN SIMILAR ORGANIZATIONS WITH SIMILAR RESPONSIBILITIES AND BUDGETS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ABLE-SERVICESINC 4880 NORTH SHERMAN STREET MOUNT WOLF PA 17347 204314076 ADULT SERVICES PA 501(C)(3) LINE 9 LEG UP FARM INC 1 LEG UP FARMERS MARKET LLC 4880 N SHERMAN STREET MOUNT WOLF PA 17347 463358342 NATURAL FOODS RETAIL PA N/A LEG UP FARMERS MARKET MANAGEMENT LLC 4800 N SHERMAN STREET MOUNT WOLF PA 17347 463351404 INVESTMENT HOLDING COMPANY PA LEG UP FARM INC C 29008 3900 1.00000 1 1 0 0 1 0 1 0 0 0 1 0 1 0 0 1 0 1 0 0 ABLE-SERVICESINC D 121499 CASH ADVANCED AND EXPENSES LEG UP FARMERS MARKET Q 83428 INVOICES FOR EXPENSES INCURRED LEG UP FARMERS MARKET A 45630 RENTAL AGREEMENTS