2016-05-05T11:41:35-05:00 2015-06-30 990 2014-07-01 231390618 The Devereux Foundation % ROBERT C DUNNE CFO DEVE 6105423065 2012 Renaissance Boulevard King of Prussia PA 19406 Robert C Dunne CFO 2016-05-05 2014 2016-08-17 19:52:53Z Robert Q Kreider 444 Devereux Drive Villanova PA 19085 415956445 false X www.devereux.org X 1938 PA Devereux is a leading nonprofit behavioral health organization that healthcare organization that supports many of the most underserved and vulnerable members of our communities. 20 19 8284 0 14089687 14155481 371921284 398114580 624472 659867 1660988 1123425 388296431 414053353 0 122000 0 0 278019930 297784898 0 0 2391256 104189480 108762078 382209410 406668976 6087021 7384377 192695000 197774000 151417000 161409000 41278000 36365000 X DEVEREUX IS A LEADING NONPROFIT BEHAVIORAL HEALTH ORGANIZATION THAT SUPPORTS MANY OF THE MOST UNDERSERVED AND VULNERABLE MEMBERS OF OUR COMMUNITIES. FOUNDED IN 1912 BY HELENA DEVEREUX, WE OPERATE A COMPREHENSIVE NATIONAL NETWORK OF CLINICAL, THERAPEUTIC, EDUCATIONAL, AND EMPLOYMENT PROGRAMS AND SERVICES THAT POSITIVELY IMPACT THE LIVES OF TENS OF THOUSANDS OF INDIVIDUALS AND FAMILIES EVERY YEAR. WE HELP EMPOWER CHILDREN AND ADULTS WITH INTELLECTUAL, EMOTIONAL, DEVELOPMENTAL, AND BEHAVIORAL CHALLENGES TO LEAD FULFILLING AND REWARDING LIVES. DEVEREUX PROVIDES CONSISTENTLY HIGH QUALITY PROGRAMS, SERVICES, AND RESOURCES IN SAFE AND SUPPORTIVE ENVIRONMENTS THAT ENRICH AND EMPOWER INDIVIDUALS AND COMMUNITIES, AND PROVIDE SUPPORT TO HELP THEM BE THE BEST THEY CAN BE. false false 203619905 221111417 Campus-Based Residential/Education: Across its 15 centers, Devereux provides a spectrum of campus-based residential services including residential treatment for the autistic spectrum of disorders, substance abuse treatment, and including such challenging services as treatment for adolescent sexual offenders. Devereux offers age-appropriate educational services for students in its residential programs. These students may be in treatment for mental/emotional disorders, behavioral disorders, learning disabilities and intellectual and developmental disorders. The focus of these programs is to ensure the provision of high-quality services and resources in a safe and supporting environment. The average number of clients served by these programs was approximately 1,447 for year ending June 30, 2015. Expenses do not include management and general expenses in the amount of $22,002,719. 92071250 99510628 Community-Based Residential: Services include transitional living arrangements, group homes, supervised apartments, psycho-social rehabilitation day programs and vocational training programs for adolescents and adults with intellectual and developmental disabilities. In most of these community-based residential programs, Devereux staff provide 24/7 supervision and treatment of individuals. The average number of clients served by these programs is approximately 700 for year ending June 30, 2015. Expenses do not include management and general expenses of $10,352,315. 24256799 30137624 Foster Care: The Devereux Foundation offers foster care in group foster homes and in therapeutic foster homes in Arizona, Florida, Georgia, Massachusetts, New Jersey, Texas and Pennsylvania. The average number of clients served by these programs is approximately 1,020 for year ending June 30, 2015. Expenses do not include management and general expenses of $3,315,254. For 4d. Other program services, expenses do not include management and general expenses of $4,926,470. 5985464 7073408 Acute Care 24407428 26143765 Outpatient/Other Services 13192900 14138038 Case Management 43585792 47355211 363533746 true true false true false false false false true true true false false false true true false true false false false false false false true false true true true false true true false false false false false false false false false false true true false false false true true true false false true 1220 0 true 8284 true false false false false false true true false false false true false X 20 19 false false false false false false false true true false false true true true true true true true true false AZ CA CO CT DE FL GA MA MI NJ PA RI WA X X ROBERT C DUNNE CFO 6105423063 2012 RENAISSANCE BOULEVARD King of Prussia PA 19406 Samuel G Coppersmith Chair, Trustee 5.0 2.0 X X 0 0 0 Francis Genuardi Vice Chair, Trustee 5.0 2.0 X X 0 0 0 Christopher D Butler Vice Chair, Trustee 5.0 2.0 X X 0 0 0 Clarence D Armbrister Trustee 2.0 2.0 X 0 0 0 Tami Benton MD Trustee 2.0 2.0 X 0 0 0 Edwin Boynton Trustee 2.0 2.0 X 0 0 0 Robert D Ellis Trustee 2.0 2.0 X 0 0 0 Elva Ferrari-Graham Trustee 2.0 5.0 X 0 0 0 Robert Gottlieb Trustee 2.0 2.0 X 0 0 0 John R Gunn Trustee (thru 11/2014) 2.0 2.0 X 0 0 0 John Gustafsson Trustee 2.0 2.0 X 0 0 0 Peter R Haje Trustee 2.0 2.0 X 0 0 0 Howard Hassman DO Trustee 2.0 2.0 X 0 0 0 Thomas Hays Trustee 2.0 2.0 X 0 0 0 Shaye Schloss Trustee 2.0 2.0 X 0 0 0 James H Schwab Trustee 2.0 2.0 X 0 0 0 Lauren Solotar Trustee 2.0 2.0 X 0 0 0 I Steven Udvarhelyi MD Trustee 2.0 2.0 X 0 0 0 K Lisa Yang Trustee 2.0 2.0 X 0 0 0 Robert Q Kreider President and CEO, Trustee 58.0 5.0 X X 664891 0 102655 Steven Murphy Executive Director FL 55.0 3.0 X 226385 0 16004 John O'Keefe Exec. Dir. NY (thru 1/2015) 55.0 0.0 X 211967 0 20149 Tilden Reeder Psychiatrist 60.0 0.0 X 402644 0 27297 Imran Posner Psychiatrist 55.0 0.0 X 316022 0 24549 Jacqueline Zavodnick Medical Services Director 55.0 0.0 X 260207 0 24720 Ranjeeb Shrestha Psychiatrist 55.0 0.0 X 321270 0 15439 Robert Handler Medical Services Director 55.0 0.0 X 260029 0 25006 Margaret M McGill Executive Vice President 55.0 5.0 X 352183 0 66022 Carl E Clark Sr. VP and COO 55.0 5.0 X 0 0 0 Robert C Dunne Sr. VP and CFO 55.0 5.0 X 297363 0 57088 Marilyn Benoit MD Sr. VP and CCO 55.0 5.0 X 376979 0 19036 Dolores McLaughlin Sr VP Genl Counsel and Secy 55.0 5.0 X 257769 0 51763 Leah Yaw Sr. VP of External Affairs 55.0 2.0 X 243426 0 44465 Sarah E Lenahan VP of Ops and Org Development 55.0 0.0 X 265607 0 22371 L Gail Atkinson VP of Operations 55.0 3.0 X 255511 0 22193 Timothy Dillon VP of HR 55.0 0.0 X 207933 0 19166 Martha Lindsay VP Product Development 55.0 0.0 X 212335 0 15807 Maida Milone VP Strategic Planning and Bus. 55.0 0.0 X 15385 0 2 Carol Oliver VP Operations 55.0 0.0 X 262870 0 22076 Thomas Shurer VP Information Systems 55.0 0.0 X 177745 0 17824 Lawrence W Williams VP Compliance and Admin 55.0 2.0 X 206094 0 18901 David A Griffith Controller 55.0 0.0 X 145180 0 1841 Roberta M Lewis Assistant Secretary 25.0 0.0 X 68160 0 7504 Lorraine Barrett Assistant Secretary 55.0 0.0 X 66164 0 11087 6074119 0 652965 90 false true false RESTORE OT PT SLPPC 81 MOWHAWK STREET COHOES NY 12047 ANCILLARY THERAPIES 900097 ERNST YOUNG LLP 2005 Market Street Suite 700 PHILADELPHIA PA 19103 AUDITING 412500 ROBERT SHUCH DO 1111 W ASTER DR PHOENIX AZ 85029 PSYCHIATRIC SERVICES 347125 DIVERSIFIED SEARCH LLC 2005 MARKET STREET SUITE 3300 PHILADELPHIA PA 19103 EXECUTIVE SEARCH 335567 SAMUEL MCCLURE MD 828 E WASHINGTON ST ORLANDO FL 32801 PSYCHIATRIC SERVICES 315610 41 250988 971534 2961221 5000 9966738 1690387 14155481 CAMPUS BASED RESIDENTIAL/EDUCATION 221111417 221111417 COMMUNITY-BASED RESIDENTIAL 99510628 99510628 FOSTER CARE 30137324 30137324 ACUTE CARE 7073408 7073408 CASE MANAGEMENT 14138038 14138038 26143765 26143765 398114580 255965 255965 0 0 111219 35134 76085 0 76085 76085 1206985 415627 1176124 42586 30861 373041 403902 403902 746417 971534 649248 97169 0 0 ICPTR INTELLECTUAL PROPERTY 611420 406703 406703 MISCELLANEOUS 900099 543468 543468 950171 414053353 399724618 76085 122000 122000 0 0 0 4781821 2039473 2339584 402764 0 227494699 203287320 23009972 1197407 7648505 6454176 1119389 74940 41100048 37464814 3480882 154352 16759825 14976367 1680877 102581 0 155254 63503 91751 464326 241450 222876 68786 68786 0 0 32767400 32181524 501253 84623 363728 363728 23232735 21258459 1737851 236425 1482611 1223081 248886 10644 0 24634240 21258741 3290237 85262 2517017 1803578 684833 28606 0 111934 29608 80467 1859 3028375 3028375 0 13000297 11086308 1903254 10735 3302300 3018166 283076 1058 BAD DEBT 1692952 1692952 GIFTS IN KIND OFFSET 1178585 1178585 CONTINUING CARE 672784 672784 CHANGE IN INTEREST RATE SWAP V 88754 88754 406668976 363533746 40743974 2391256 0 0 12863000 12738000 6461000 6592000 43906000 48296000 0 0 0 0 0 0 0 0 10855000 11853000 312401000 204741000 107405000 107660000 7365000 6922000 2428000 2379000 0 0 0 0 1412000 1334000 192695000 197774000 59869000 64977000 0 0 7233000 7524000 40262000 38493000 1827000 1899000 0 0 16855000 20839000 0 0 25371000 27677000 151417000 161409000 X 27538000 23300000 13740000 13065000 0 0 41278000 36365000 192695000 197774000 X 7384377 -96947 -12200430 X false true X true true true X 10965472 12757497 12166753 13575158 14155481 63620361 364255600 363886142 359727286 371921284 398114580 1857904892 0 0 0 375221072 376643639 371894039 385496442 412270061 1921525253 0 0 0 1921525253 4462254 2747858 3747350 715390 659867 12332719 0 4462254 2747858 3747350 715390 659867 12332719 0 1775122 1627439 2207596 2077808 812485 8500450 381458448 381018936 377848985 388289640 413742413 1942358422 0.98927 0.98871 0.00635 0.00664 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 68786 68786 361593623 361662409 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 138386 97411 71477 68786 376060 250000 250000 250000 250000 1000000 1500000 Part II-A Devereux's lobbying activities relate to garnering greater support for individuals with behavioral, intellectual and developmental disabilities and educating legislators about Devereux's services. false true X 113107000 5126741 -1041479 2670589 124673 114397000 92722000 6934697 14904265 1334285 119677 113107000 83169000 3231190 11128356 4691870 114676 92722000 104531000 -137624 21112952 111424 83169000 93604000 20293000 9250000 116000 104531000 0.88000 0.04000 0.08000 false true true 6228665 6228665 183240246 106738142 76502104 7438695 2334862 5103833 39274770 32219948 7055242 76217822 63448574 12770156 107660000 0 ESTIMATED 3RD PARTY PAYOR SETT 14709000 CONTINUING CARE OBLIGATION 7277000 LOAN FROM HELENA DEV 3803000 OTHER 1888000 27677000 X Endowment Funds The endowment funds are held by a related non-profit organization, Helena Devereux Foundation (HDF or HD Foundation). HDF invests funds transferred to it from the Devereux Foundation and uses the earnings from these investments to further Devereux's mission of changing lives and nurturing human potential through a wide range of services and supports for individuals and families. The end of year balance for the HDF endowment is $114,397,000. Endowment funds are used to support Devereux's programs through the implementation of a spending rule, which currently calls for an annual distribution equivalent to approximately to 4.5% of the average endowment balance over the last 3 years. Part IV Line 2b Devereux maintains Social Security client trust funds held for current needs of its clients and residents receiving treatment services. These funds are required to be maintained in separate accounts. Part X Line 2 The IRS determined that Devereux, HD Foundation, Devereux Cleo Wallace (DCW), and Devereux Cleo Wallace Foundation (DCW Foundation) qualify under certain provisions of the Internal Revenue Code and are exempt from federal income taxes. Accordingly, no provision for federal or state income taxes is included in the consolidated financial statements. Devereux, HD Foundation, DCW, and DCW Foundation have reviewed the technical merits of each of its tax positions in accordance with U.S. GAAP for uncertainty in income taxes, and have determined there are no uncertain tax positions that would have a material impact on the consolidated financial statements. PA Gala 413467 215891 197576 3870 7500 70203 11750 104253 PA Golf Outing 267156 171001 96155 43319 34824 18012 9 1037329 584642 452687 500 74444 60365 122008 16714 81476 1717952 971534 746418 500 78314 111184 227035 28464 203741 649238 97180 true true X true X true X true true true false false 5313106 4728249 584857 5313106 4728249 584857 5313106 4728249 584857 true 27600 48000 NA 1 1 Children's Behavioral Health Center 655 Sugartown Road Malvern PA 19355 www.devereux.org X X Inpatient Psych Childrens Behavioral Health Center 1 false false false true false true false false false X false X X X X false true 19 Devereux Florida Viera Campus 8000 Devereux Drive Melbourne FL 32940 Residential and outpatient treatment. Group homes. Foster care. Devereux Adult Services 139 Leopard Road Berwyn PA 19312 Residential and group homes for autistic & intellectually disabled adults. Devereux New York 40 Devereux Way Red Hook NY 12571 12 Mo Residential and Day School. Behavioral Interven- tion. Devereux New Jersey 198 Roadstown Road Bridgeton NJ 08302 Educational and residential treatment. Group homes. Thera- peutic foster care. Children's IDD Services 390 E Boot Rd West Chester PA 19380 Residential treatment. Special education services.Therapeutic foster care. Devereux MA Residential Treatment Ctr 60 Miles Rd PO Box 219 Rutland MA 01543 Residential treatment, day school, group homes, therapeu- tic foster care. Devereux Georgia 1291 Stanley Rd Kennesaw GA 30144 Specialty foster Care. Alter- native day school. Group home. Outpatient services. Childrens Behavioral Health Services Devereux Drive Glenmoore PA 19343 Residential and educational services for treatment of behavioral disorders. Devereux AZ Raskin Treatment Network 6436 Sweetwater Road Scottsdale AZ 85254 Residential and outpatient treatment. Group homes. Foster care. Therapeutic foster care. Devereux Orlando Campus 6417 Christian Way Orlando FL 32808 RESUDENTIAL TREATMENT FACILITY GROUP HOMES Devereux Texas Victoria Center 120 David Wade Dr Victoria TX 77905 Children's residential, edu- cational, foster care, adult residential. Devereux Texas Treatment Network Houston Ctr 1150 Devereux Dr League City TX 77573 Residential treatment. Day Care. Foster Care. Devereux Pocono Center 1547 Mill Creek Rd Newfoundland PA 18445 Community based programs for adults with intellactual or developmental disabilities. Devereux Glenholme School 81 Sabbaday Lane Washington CT 06793 Residential education, day school, extended day and out- patient services. Devereux AZ Tucson 2502 N Dodge Rd Tucson AZ 85716 Residential treament facility Devereux Mapleton 655 Sugartown Road Box 275 Malvern PA 19355 Residential, community-based and day school Devereux Santa Barbara 6980 Falberg Way Goleta CA 93117 Off campus supported living. On campus group homes. Residential. Devereux Stone and Gables 228 Highland Ave Devon PA 19333 Open residential treatment facility with special educa- tion services Devereux FL Titusville Campus 1850 SDeleon Avenue Titusville FL 32780 Residential treament facility Schedule H Part VI Devereux operates the Children's Behavioral Health Center in Malvern, PA, a 49-bed private psychiatric facility that provides care to children and adolescents ages 4 - 17. Schedule H Part I In advancement of its charitable mission, Devereux accepts clients with limited or no ability to pay for services. A client is classified as a charity client based on established written policies. Charity services are defined as those for which no payment is anticipated. In assessing a client's ability to pay, Devereux uses federal poverty income levels, but also includes cases where incurred charges are significant relative to income. Under certain governmental reimbursement programs, Devereux has been paid an amount less than actual costs due to agency budgeting constraints or other factors. The economic loss attributable to such programs is also reported as charity care. Charity care amounts are not included in net client revenue or accounts receivable. The amount of charges forgone, based on established rates, for services provided to clients that qualify for charity care and the economic shortfall attributable to unreimbursed costs of certain programs aggregated $9,586,000 and $11,874,000 in 2015 and 2014, respectively. Schedule H Part I Devereux also provides a variety of services and benefits within the communities in which it operates, for which no compensation is received. The cost of these services has not been quantified and, therefore, is not included in the charity care amounts listed above. Devereux has not provided a separate Community Health Needs Assessment since we are not a community-based hospital. Rather, our hospital serves a specialized population and referrals come from wide geographic areas, including other states. Many of those admissions are from Devereux's own residential treatment programs in situations where a particular child in treatment decompensates and/or needs a more intensive environment for a specified period of time. Schedule H Part V 15e When all efforts at collections fail, Devereux may refer the outstanding bill to a third party for collection. However, this is done in fairly limited situations. Schedule H Part V 17 Devereux facilities do not operate an emergency department. Nearly all of Devereux's clients come by way of referral from a physician, insurance company, governmental agency, or other healthcare facility. Schedule H Part V Devereux provides an allowance for uncollectible accounts for estimated losses resulting from the unwillingness or inability of patients or payors to make payments for services. The allowance is determined by analyzing specific accounts and historical data and trends. Accounts receivable are charged off against the allowance for uncollectible accounts when management determines that recovery is unlikely and Devereux ceases collection efforts. Losses have been consistent with management's expectations. Schedule H Part V 21 Devereux has relatively few private pay patients who pay the standard rate for care. Schedule H Part V Section D The organization also operated hundreds of community group homes that generally serve up to 6 individuals with mental health issues or developmental disabilities. These homes are designed to allow clients to live as independently as possible in the community, rather than an institutional setting. These are not individually listed in Part V, Section D. true Devereux Cleo Wallace 8405 Church Ranch Blvd Westminster CO 80021 840406820 501(c)(3) 122000 Book SCHOLARSHIP 1 X X X X X false true false false false false false true false Robert Q Kreider President and CEO, Trustee 478308 0 184000 0 2583 0 95663 0 6992 0 767546 0 0 0 Margaret M McGill Executive Vice President 281871 0 68800 0 1512 0 59213 0 6809 0 418205 0 0 0 Robert C Dunne Sr. VP and CFO 238602 0 57000 0 1761 0 50315 0 6773 0 354451 0 0 0 Marilyn Benoit MD Sr. VP and CCO 304117 0 47900 0 24962 0 18200 0 836 0 396015 0 0 0 Dolores McLaughlin Sr VP Genl Counsel and Secy 203854 0 51400 0 2515 0 44817 0 6946 0 309532 0 0 0 Leah Yaw Sr. VP of External Affairs 194575 0 46000 0 2851 0 37519 0 6946 0 287891 0 0 0 Sarah E Lenahan VP of Ops and Org Development 217998 0 23400 0 24209 0 15561 0 6810 0 287978 0 0 0 L Gail Atkinson VP of Operations 212288 0 39700 0 3523 0 15605 0 6588 0 277704 0 0 0 Timothy Dillon VP of HR 168534 0 32900 0 6499 0 12410 0 6756 0 227099 0 0 0 Martha Lindsay VP Product Development 179289 0 32600 0 446 0 8965 0 6842 0 228142 0 0 0 Carol Oliver VP Operations 217518 0 30975 0 14377 0 15226 0 6850 0 284946 0 0 0 Thomas Shurer VP Information Systems 149619 0 21000 0 7126 0 11010 0 6814 0 195569 0 0 0 Lawrence W Williams VP Compliance and Admin 172289 0 32700 0 1105 0 12060 0 6841 0 224995 0 0 0 Steven Murphy Executive Director FL 188573 0 35613 0 2199 0 15139 0 865 0 242389 0 0 0 John O'Keefe Exec. Dir. NY (thru 1/2015) 174770 0 36853 0 344 0 13610 0 6539 0 232116 0 0 0 Tilden Reeder Psychiatrist 401425 0 0 0 1219 0 18200 0 9097 0 429941 0 0 0 Imran Posner Psychiatrist 315860 0 0 0 162 0 16870 0 7679 0 340571 0 0 0 Jacqueline Zavodnick Medical Services Director 258988 0 0 0 1219 0 18090 0 6630 0 284927 0 0 0 Ranjeeb Shrestha Psychiatrist 321108 0 0 0 162 0 7108 0 8331 0 336709 0 0 0 Robert Handler Medical Services Director 258841 0 0 0 1188 0 18200 0 6806 0 285035 0 0 0 Part I Line 4b The organization has a supplemental executive retirement plan (SERP) in which participation in the plan is limited to the President/CEO and senior vice-presidents of the organization. Annually, the compensation committee of the board of trustees may approve an annual contribution to the participant's account in an amount up to 10% of plan compensation for the year (as defined in the plan document). The participant shall become one hundred percent (100%) vested in his or her benefit under the Plan if while employed by Devereux, he or she (a) attains Normal Retirement Age, (b) dies or (c) becomes Disabled. The benefits accrued under this plan are included in Retirement and other deferred compensation amounts in Part II. Part I Line 7 The organization has an incentive plan available certain members of management. Annually, the compensation committee of the board of directors determines and approves the incentive amounts for all eligible members, with the exception of the President/CEO, for which the committee makes a recommendation but the full Board of Trustees determines, if any, awarded to those individuals. Such amounts are based on the achievement of Organizational and individual goals, which incorporate both qualitative and quantitative elements. A Chester Co Health and Education Facility Authority 232265260 165579EL3 2006-06-29 29968571 Plant improvement/advance refund false false false B Chester Co Health and Education Facility Authority 232265260 2011-12-15 6580000 Refund of 1997 bond false false false C Chester Co Health and Education Facility Authority 232265260 2012-11-01 8744656 Refund of 2002 bond false false false D Colorado Health Facilities Authority 840752932 2012-11-01 7053654 Refund of 2002 bonds false false false A 6460000 0 29968571 2081867 88681 0 402126 0 2117699 13998684 0 0 2010 false true true true B 1516000 0 6580000 0 0 0 123160 0 0 0 0 0 2011 true false true true C 1009304 0 8744656 0 0 0 95146 0 0 0 0 0 2012 true false true D 613447 0 3197421 0 0 0 43312 0 0 0 0 0 2012 true false true true A false false false 0.00000 0.00000 0.00000 false false 0.00000 false true B false false false 0.00000 0.00000 0.00000 false false 0.00000 false true C false false false 0.00000 0.00000 0.00000 false false 0.00000 false true D false false false 0.00000 0.00000 0.00000 false false 0.00000 false true A false false 0 true FIFTH THIRD BANK 25.4 true false true B false true true false 0 false 0 C false true false false 0 false 0 D false true false false 0 false 0 A true B true C true D true Part I, Line d The Colorado Health Facilities Authority Bonds supported projects at both Devereux and Devereux Cleo Wallace, a controlled entity of Devereux. The portion of Devereux's proceeds of the issue is noted in Part II, Line 3 of Schedule K. X 15 10102 Market Price X 44220 Market Price X 269048 Market Price X 3 115981 Market Price X 15 511802 Market Price X 29 17656 Market Price X 70 86626 Market Price X Personal Services 102 180246 Market Price X Event tickets 75 47998 Market Price X Use of Property 39 68085 Market Price X Holiday-related items 167 80042 Market Price X Miscellaneous 535 258581 Market Price false true false Form 990 Part IV Line 24 The Devereux Foundation (Devereux) is a related organization to Devereux Community Based Care, Inc. (DCBC), a 501(c)(3) organization that coordinates the delivery of child welfare service in Indian River, Martin, Okeechobee and St. Lucie counties in the State of Florida. This includes the provision of case management,emergency shelters, in-home protective services, relative care placements, foster care, foster care supervision, intensive residential treatment, independent living, family reunification, and adoption and appropriate related services Although Devereux appoints a simple majority of the number of Directors on the DCBC board, Devereux does not control DCBC since certain major actions require two-thirds consent of the Directors. Accordingly, Devereux is only a related entity, not a controlling entity. Devereux entered into an Administrative Services Agreement with Devereux Community Based Care, Inc., under which Devereux provides certain financial, information technology, human resources, benefit administration, legal, insurance and other services for Devereux Community Based Care, Inc. For these services, Devereux received $677,462 from Devereux Community Based Care, Inc. for the year ended June 30, 2015. Form 990 Part V Line 2a The number of employees listed is the total number of employees who worked at Devereux during the year, including those who left employment during calendar year 2014, as reported on Form W-3. Form 990 Part VI Section A Article I, Section 1 of the Bylaws of Devereux provides that Devereux shall be governed by a Board of Trustees of fifteen (15) to twenty-two (22) members of the Board. A minimum of five (5) members of the Board shall be parents, relatives, or guardians of clients or former clients of Devereux. Schedule L provides further information on these care arrangements. The Executive Committee of the Board, which consists of eight (8) members of the governing body, has the authority to act on behalf of the full Board of Trustees. Form 990 Part VI Section B Line 11 Form 990 is provided in hard-copy or electronically to all Board members approximately two months before the filing deadline. Board members are requested to provide comments or questions to the CFO by a specific date, approximately three weeks from receiving the draft. The comments are reviewed by the CFO, who directs the response to all Board questions, and where appropriate, directs changes to be made to the Form 990. The Board is advised of the changes and given an opportunity for final review. Additionally, the CFO reviews any important issues regarding the Form 990 at a designated Board meeting, with followup as necessary after the meeting, and solicits additional Board comments and questions. After this review process, the CFO signs the Form 990 and submits it to the IRS. Form 990 Part VI Section B Line 12c Representatives of Devereux dealing with clients, parents, guardians, vendors, competitors or anyone who does or seeks to do business with Devereux are required to act in Devereux's best interests, disregarding any personal preference or advantage. Representatives shall make prompt and full disclosure to his/her manager and to the Internal Audit Department (and, in the case of Trustees and senior managers, to the Board's Audit and Compliance Committee) via the Devereux Conflict of Interest form of any prospective or actual situation that involves, may involve, or might appear to involve a conflict of interest. Members of the same family or living within the same domicile may be employed by Devereux in the same center or department unless the center Director or department head determines such employment is not in Devereux's best interest. Relatives of senior management or trustees, as well as those working in Human Resources, Payroll, and Internal Audit, shall not be hired by Devereux in any capacity unless approved in advance by the President/CEO. Each Devereux employee has the responsibility to report any actual or perceived conflicts of interest to management, Human Resources, the Vice President of Audit & Compliance or the Employee Helpline. The Helpline is an anonymous "whistleblower" service, where complaints are processed by an independent third party retained by Devereux for this purpose and subsequently referred to the Vice President of Compliance. Annually, a copy of Devereux's business ethics policy is mailed or e-mailed to trustees, officers, directors and key personnel along with the annual Conflict of Interest Disclosure Statement, which must be signed and returned to the Director of Internal Audit within 30 days. The annual disclosure requires an acknowledgement of understanding Devereux's business ethics policy, as well as disclosure of any conflict, or appearance of a conflict, between personal interests and the interests of Devereux. Failure to comply or falsification of disclosure may result in disciplinary action, including possible dismissal. Newly-hired employees in the categories identified above are given this policy on the first day of their employment and are required to complete the annual Conflict of Interest Disclosure Statement immediately. All employees disclosing a conflict or potential conflict must have the Disclosure Statement reviewed and signed by the Executive Director at their location (President/CEO for Corporate staff) prior to sending it to Audit Services. All Annual Conflict of Interest Disclosure Statements identifying a conflict or potential conflict are reviewed by the Vice President of Audit & Compliance and any other officers or senior management determined to be appropriate, and submitted to the Audit & Compliance Committee of the Board of Trustees for review. No Disclosure Statement may be reviewed by the person submitting it or by a person directly supervised by the person submitting the report. Form 990 Part VI Section B Line 15b Devereux reviews officers' and Executive Directors' salaries against the market on an annual basis in connection with the July meeting of the Executive Committee of the Devereux Board of Trustees, which serves as the Board's Compensation Committee. However, reviews may occur at other times to respond to changes in the market. During this benchmarking process, the Vice President of Human Resources conducts a review of salaries for benchmark positions for which there is sufficient market survey data. Additionally, Form 990s of other comparable organizations are also reviewed. The results of these reviews are compared against all Executive Directors' and officers' salaries. The review is intended to make Devereux compensation both reasonable and competitive. The Vice President of Human Resources will make recommendations for adjustments, if necessary. Devereux's market for this salary review is primarily focused on simliarly sized organizations (budget, number of employees, revenue) in the behavorial health industry and structure (system vs. single entities). However, industry-wide health care and general industry data as provided by the U.S. Department of Labor or other sources as well as residential and educational surveys that become available or that Devereux may conduct may also be factored into the review. The results of the review conducted are typically validated by an outside compensation consultant at least every 2 years. at least every 2 years. Form 990 Part VI Section C Line 19 The Devereux Foundation's Form 990 is available to the public through posting on Guidestar (www.guidestar.org). It is also available upon request. The Audited Financial Statements are available on our website or upon request, and summarized financial information is included in our Annual Report, which is distributed to constituents and posted on our website. The Devereux Foundation does not make its governing documents or conflict of interest policy available to the general public outside of this Form 990. Form 990 Part X Liabilities Line 20 Devereux reported four bonds on Schedule K: Chester County Health and Education Facilities Authority Revenue Bonds, Series of 2006 (for which $22,780,000 was outstanding at June 30, 2015); the Chester County Health and Education Facilities Authority Revenue Bonds, Series 2011 (for which $5,064,000 was outstanding at June 30,2015); the Chester County Health and Education Facility Authority Bonds, Series 2012 (for which $7,735,000 was outstanding at June 30, 2015); and Colorado Health Facilities Authority Revenue Bonds, Series 2012 (for which $5,700,000 was outstanding at June 30, 2014). The Series 2011 and both of the Series 2012 Bonds were acquired by financial institutions. Devereux Cleo Wallace 8405 Church Ranch Blvd Westminster CO 80021 840406820 Mental Hlth CO 501(c)(3) 7 Dev Foundatn true Devereux Cleo Wallace Foundation c/o Dev Found 2012 Renaissance Blvd King of Prussia PA 19406 742277635 Support Org CO 501(c)(3) 11-I Cleo Wallace true The Helena Devereux Foundation 444 Devereux Drive Villanova PA 19085 300034707 Support Org PA 501(c)(3) 11-I Dev Found true Devereux Professional Group c o Devereux TX 1150 Devereux Dr League City TX 77573 740406760 Inactive TX 501(c)(3) 11-I Dev Found true Devereux Kids Inc 5850 TG Lee Blvd Ste 400 Orlando FL 32822 593593023 Inactive FL 501(c)(3) 7 Dev Found true Devereux Community Based Care Inc 10570 S Federal Highway Suite 300 Port St Lucie FL 34952 460908479 Child Welfare FL 501(c)3 7 N/A false Devereux Properties Inc PO Box 638 Villanova PA 19085 231682903 Inactive PA Devereux Found C Corp false true true false true false false false false false true false false false false false false false The Helena Devereux Foundation c 5191135 Invest earnings Devereux Cleo Wallace l 395788 Admin Expenses The Helena Devereux Foundation l 124673 Admin Expenses The Helena Devereux Foundation e 151038 Loan Payment Devereux Cleo Wallace b 122000 Scholarship Schedule R The Helena Devereux Foundation (HDF) is a recognized 509(a)(3) supporting organization of Devereux, formed to manage and invest endowment funds to support Devereux's activities. Its Board of Trustees consists of members of Devereux's Board. The following officers of Devereux are officers of HDF in the capacities given: Robert Q. Kreider, President Robert C. Dunne, Sr. Vice President & CFO Dolores McLaughlin, Esq., Sr. Vice President, General Counsel & Secretary, Lawrence Williams, Vice President for Audit and Compliance HDF does not maintain separate facilities and operates at one of Devereux's two Corporate sites, at 444 Devereux Drive, Villanova, PA 19085. Devereux has adopted a Spending Rule policy under which is equivalent to approximately 4.5% of the endowment held by Helena Devereux Foundation is spent to support operations. Under this policy, HDF transferred $5,191,135 to Devereux during the year. Part V 2 Devereux borrowed a total of $4,500,000 in 2011 and 2012 from Helena Devereux Foundation to finance the expansion of its New York campus. As of 6/30/2015, $696,638 of that amount has been repaid to HDF. Devereux provides advances to Devereux Cleo Wallace in the ordinary course of business as cash is managed on a consolidated basis. As of June 30, 2015, Devereux had net advances outstanding to Devereux Cleo Wallace of $1,751,556. These advances bear interest at a rate of 1.1865%.