2016-05-16T12:02:10-05:00 2015-06-30 420714325 RSM US LLP 751 ARBOR WAY STE 200 BLUE BELL PA 19422 990 2014-07-01 236399542 MELMARK INC MELM 6103531726 2600 WAYLAND ROAD BERWYN PA 19312 RITA M GARDNER PRESIDENT/CEO 6103531726 2016-05-16 1 CHRISTOPHER M PEKULA P00734965 2156418600 2016-05-13 2014 2016-08-17 19:52:53Z RITA M GARDNER MPH L 2600 WAYLAND ROAD BERWYN PA 19312 70732096 0 X HTTP://WWW.MELMARK.ORG X 1965 DE MELMARK'S MISSION IS TO SERVE CHILDREN AND ADULTS AFFECTED BY A BROAD RANGE OF INTELLECTUAL DISABILITIES. 13 12 1400 676 0 0 529077 1690759 65133716 67660973 3375 190003 2016047 1190361 67682215 70732096 0 0 0 0 53502949 56423519 0 0 1175607 13684596 13875260 67187545 70298779 494670 433317 52220826 56164866 19317161 22021082 32903665 34143784 X MELMARK'S MISSION IS TO SERVE CHILDREN, ADULTS AND THEIR FAMILIES AFFECTED BY A BROAD RANGE OF INTELLECTUAL DISABILITIES. MELMARK PROVIDES EVIDENCE-BASED, EDUCATIONAL, VOCATIONAL, CLINICAL, RESIDENTIAL, HEALTHCARE AND REHABILITATIVE SERVICES, PERSONALLY DESIGNED FOR EACH INDIVIDUAL IN AN ENVIRONMENT OF WARMTH, CARE AND RESPECT. MELMARK'S VISION IS TO CONTINUE TO ADVANCE OUR CLINICAL SYSTEMS BECOMING NATIONAL AND INTERNATIONAL RESOURCE CENTER. MELMARK'S SERVICES WILL ALWAYS BE HIGH QUALITY, EVIDENCE BASED BEST PRACTICES, DESIGNED AND VALIDATED BY RECOGNIZED LEADERS IN THE FIELD. THE ORGANIZATION IS COMMITTED TO GENERATING & DISSEMINATING KNOWLEDGE THROUGH RESEARCH, PUBLICATIONS, PRESENTATIONS AND TRAINING. MELMARK WILL ALWAYS BE "THE HOME THAT LOVE BUILT" IN ALL ASPECTS OF WHAT WE DO. 0 0 16160359 16143947 ADULT RESIDENTIAL SERVICES (BERWYN, PA): MELMARK'S ADULT SERVICES OFFERS A FULL RANGE OF ATTRACTIVE, COMMUNITY BASED AND ON-CAMPUS RESIDENTIAL OPTIONS. OUR COMPREHENSIVE RESOURCES MEET THE UNIQUE RESIDENTIAL AND CLINICAL NEEDS OF THOSE ENTRUSTED TO OUR CARE, INCLUDING: MEDICALLY FRAGILE ADULTS WHO MAY REQUIRE 24-HOUR NURSING CARE; INDIVIDUALS WHO NEED SIGNIFICANT-TO-MODERATE SUPPORT FOR THEIR DAILY LIVING NEEDS; AND ADULTS WHO CAN LIVE RELATIVELY INDEPENDENTLY IN THE COMMUNITY WITH STAFF ASSISTANCE. WHETHER LIVING IN A CAMPUS RESIDENCE OR A COMMUNITY-BASED SETTING, ALL OF THE ADULTS SERVED BY MELMARK HAVE REGULAR ACCESS TO HEALTH, SOCIAL AND RECREATIONAL SERVICES DESIGNED TO PROMOTE CONFIDENCE, INDEPENDENCE AND COMMUNITY INTEGRATION. THE AVERAGE CENSUS DURING FISCAL 2015 WAS 128 RESIDENTS. 11202453 12030215 CHILDREN'S RESIDENTIAL SERVICES (ANDOVER, MA): FOR STUDENTS WHO REQUIRE A 24-HOUR THERAPEUTIC AND STRUCTURED LEARNING ENVIRONMENT, MELMARK NEW ENGLAND'S CHILDREN'S RESIDENTIAL PROGRAM OFFERS THE HIGHEST STANDARD OF RESIDENTIAL CARE AND SUPERVISED SUPPORTIVE SERVICES ORIENTED TO MEET EACH STUDENT'S INDIVIDUAL NEEDS. THE AVERAGE CENSUS DURING THE FISCAL YEAR WAS 42 CHILDREN. UNDER THE CLOSE SUPERVISION OF WELL-TRAINED STAFF, THE CHILDREN WORK ON SELF-CARE, LEISURE TIME, VOCATIONAL, DAILY LIVING AND COMMUNITY GOALS IN A HOMELIKE ATMOSPHERE. THEY ENJOY OUTDOOR PLAY ACTIVITIES AND COMMUNITY RECREATIONAL AND LEISURE OPPORTUNITIES. OUTINGS ARE A REGULAR OCCURRENCE AND INCLUDE ACTIVITIES SUCH AS CAMPING, HORSEBACK RIDING, BIKING, PICNICS, HIKING AND SKATING. 8359043 10102915 MELMARK SCHOOL (BERWYN, PA): THE MELMARK SCHOOL (BERWYN, PA) IS AN APPROVED PRIVATE SCHOOL LICENSED BY THE PA DEPARTMENT OF EDUCATION THAT SERVES CHILDREN AND ADOLESCENTS AGES 5 TO 21. THE EDUCATION PROGRAM FOCUSES ON THE NEEDS OF STUDENTS WITH LEARNING DIFFICULTIES AND CHALLENGING BEHAVIORS SECONDARY TO A BROAD RANGE OF INTELLECTUAL DISABILITIES, INCLUDING AUTISM, BRAIN INJURIES AND OTHER GENETIC AND NEUROLOGICAL DISORDERS. DURING THE PAST YEAR, ENROLLMENT AT THE SCHOOL AVERAGED 97 CHILDREN. THE SCHOOL PROGRAM IS DEFINED BY ITS COLLABORATIVE CLINICAL SERVICE DELIVERY MODEL. THE SCHOOL'S EDUCATIONAL AND CLINICAL PROGRAM INCLUDES THE EMPIRICALLY SUPPORTED FEATURES OF APPLIED BEHAVIORAL ANALYSIS. 7732047 8548274 MELMARK SCHOOL (ANDOVER, MA): MELMARK NEW ENGLAND'S SCHOOL IS FULLY APPROVED BY THE MASSACHUSETTS DEPARTMENT OF ELEMENTARY & SECONDARY EDUCATION. THE SCHOOL STRIVES TO ENSURE THAT ITS STUDENTS HAVE THE SERVICES THAT ARE SCIENCE-BASED AND EFFECTIVE AND PROVIDES CLINICALLY PROFICIENT SERVICES IN AN ENVIRONMENT OF WARMTH, CARE AND RESPECT. ALL SERVICES ARE BASED ON A MODEL OF APPLIED BEHAVIOR ANALYSIS (ABA) AND OTHER EVIDENCE-BASED INTERVENTIONS. CLINICAL AND EDUCATIONAL PROGRAMS RELY ON DATA TO INFORM AND GUIDE THE DESIGN OF SERVICE DELIVERY. IN ADDITION, THE SCHOOL ALSO PROVIDES AN EARLY CHILDHOOD PROGRAM SERVICES TO CHILDREN AGE 3 UNTIL THEY MOVE UP TO ITS "SCHOOL AGE PROGRAM." MELMARK NEW ENGLAND TEACHERS ADHERE TO BEST PRACTICES IN APPLIED BEHAVIOR ANALYSIS, EDUCATION AND CHILD DEVELOPMENT. ITS THEME-BASED CURRICULUM ALLOWS THE GOALS AND OBJECTIVES FOR EACH STUDENT TO BE CAREFULLY EMBEDDED. THE RESULT IS A RICH, MEANINGFUL LEARNING EXPERIENCE FOR EACH CHILD BASED ON HIS OR HER LEVEL OF READINESS. SPEECH-LANGUAGE, OCCUPATIONAL, AND PHYSICAL THERAPISTS WORK SIDE-BY-SIDE WITH CLASSROOM TEACHERS, FACILITATING THE EXTENSION OF THESE IMPORTANT SERVICES. FOR THE HIGHEST LEVEL OF QUALITY AND CONSISTENCY, TEACHERS AND ANCILLARY CLINICAL STAFF RECEIVE CLOSE SUPERVISION AND SUPPORT FROM MIDDLE- AND SENIOR-LEVEL CLINICAL STAFF. DURING FISCAL 2015, THE AVERAGE ENROLLMENT IN THE SCHOOL WAS 113 CHILDREN. 6769654 7008035 CHILDREN'S RESIDENTIAL SERVICES (BERWYN, PA): MELMARK'S RESIDENTIAL PROGRAM FOR CHILDREN AND YOUNG ADULTS PROVIDES PROGRAMMING BASED ON APPLIED BEHAVIORAL ANALYSIS, EDUCATIONAL SERVICES, 24 HOUR ON-CAMPUS NURSING SERVICES, HEALTHCARE AND REHABILITATIVE SERVICES, AND PARENT TRAINING. DURING THE PAST YEAR ENROLLMENT TOTALED 30 CHILDREN. RESIDENTIAL STUDENTS ACTIVELY TAKE PART IN COMMUNITY BASED SOCIAL AND RECREATIONAL ACTIVITIES. TREATMENT ACTIVITIES FOLLOW A 24-HOUR LEARNING MODEL WITH A STRONG BEHAVIORAL FOCUS. ALL TREATMENT COMPONENTS ARE PUT IN PLACE TO ENSURE SIGNIFICANT, MEASURABLE OUTCOMES FOR ALL INDIVIDUALS SERVED. 5884290 6647490 RESIDENTIAL TREATMENT FACILITY (BERWYN, PA): MELMARK'S RESIDENTIAL TREATMENT FACILITY (RTF) IS A NEUROBEHAVIORAL PROGRAM THAT SPECIALIZES IN THE ASSESSMENT AND TREATMENT OF SEVERE AND TREATMENT RESISTANT CHALLENGING BEHAVIOR. THE RTF SERVES CHILDREN AND ADOLESCENTS AGES 5 TO 21 WITH CHALLENGING BEHAVIORS SECONDARY TO A DIAGNOSIS OF AN INTELLECTUAL DISABILITY. THE AVERAGE CENSUS OVER THE PAST YEAR WAS 21 CHILDREN. THE GOAL OF THE RTF IS TO HELP EACH CHILD SERVED HAVE A MEANINGFUL LIFE AND ATTAIN THE HIGHEST LEVEL OF PERSONAL GROWTH, ACHIEVEMENT AND INDEPENDENCE. THIS IS ACCOMPLISHED BY DECREASING CHALLENGING BEHAVIORS AND FACILITATING THE REUNIFICATION OF THE INDIVIDUAL WITH THEIR FAMILY IN A LESS RESTRICTIVE ENVIRONMENT. THE RTF SERVICE MODEL IS EVIDENCE-BASED AND OUTCOME-DRIVEN. INTERVENTION PHILOSOPHY IS ROOTED IN APPLIED BEHAVIOR ANALYSIS WHICH EMPLOYS BEST PRACTICES IN ASSESSMENT, CASE CONCEPTUALIZATION AND TREATMENT PLANNING; INCLUDING FUNCTIONAL BEHAVIOR ASSESSMENT, EMPIRICALLY SUPPORTED CLINICAL AND EDUCATIONAL INTERVENTION, CONTINUOUS DATA COLLECTION AND FREQUENT PROGRESS MONITORING. THESE BEHAVIOR ANALYTIC SERVICES ARE PROVIDED IN UNISON WITH COMPREHENSIVE PSYCHIATRIC AND REHABILITATIVE CARE TO DESIGN THE BEST TREATMENT PACKAGE FOR EACH INDIVIDUAL. 2324228 2425249 ADULT DAY PROGRAM (BERWYN, PA): MELMARK'S ADULT DAY SERVICES PROVIDES DAY PROGRAMMING FOR OVER 100 INDIVIDUALS WITH MODERATE-TO-PROFOUND INTELLECTUAL AND PHYSICAL DISABILITIES. WORKSHOPS EMPHASIZE PRE-VOCATIONAL, WELLNESS, DAILY LIVING, SOCIAL, AND COMMUNICATION SKILLS. COMMUNITY INCLUSION IS A KEY GOAL OF THE PROGRAM. ENRICHMENT ACTIVITIES INCLUDE: VOLUNTEER SUPPORT FOR LOCAL CHURCHES AND CHARITIES; ENVIRONMENTALLY-FRIENDLY RECYCLING PROJECTS; FIELD TRIPS TO LOCAL SHOPPING, RECREATIONAL AND CULTURAL CENTERS; A VARIETY OF WORK ASSIGNMENTS; AND PARTICIPATION IN SPECIAL OLYMPICS. FOR ADULTS WITH LOWER COGNITIVE LEVELS OR WHO ARE NON-AMBULATORY, THE PROGRAM OFFERS: MULTI-SENSORY STIMULATION, HAND-OVER-HAND TRAINING, MASSAGE THERAPY, AND PERSONAL ASSISTANCE. 1627491 1743658 VOCATIONAL PROGRAM (BERWYN, PA): MELMARK'S VOCATIONAL PROGRAM SERVES 36 ADULTS AND FOLLOWS A SUPPORTED EMPLOYMENT MODEL (STAFF OVERSIGHT AND SUPPORT) AND ADDRESSES: VOCATIONAL SKILLS TRAINING (JOB SAMPLING AND SHADOWING), SERVICE LEARNING, LIFE SKILLS TRAINING (SAFETY, TRAVEL, PERSONAL FINANCES, SELF CARE), SELF-DETERMINATION AND DECISION MAKING. THE OVERALL GOAL OF THE ADULT VOCATIONAL PROGRAM IS TO ASSIST EACH INDIVIDUAL IN IDENTIFYING A JOB OPPORTUNITY THAT ALLOWS THEM TO GROW AND ENJOY THEIR WORK. AFTER ASSESSING SKILLS AND INTEREST, ADULTS ARE PROVIDED WITH A VARIETY OF WORK AND INSTRUCTIONAL EXPERIENCES RANGING FROM ON CAMPUS TRAINING PROGRAMS, TO COMMUNITY-BASED JOB SAMPLING, TO INDEPENDENT PAID EMPLOYMENT OPPORTUNITIES IN THE COMMUNITY. 1260531 1339096 THE MEADOWS PROGRAM (BERWYN, PA): MELMARK'S MEADOWS PROGRAM SERVES 68 ADULTS WITH MILD-TO-MODERATE INTELLECTUAL DISABILITIES. THE PROGRAM COMBINES VOCATIONAL ACTIVITIES AND CREATIVE ARTS, PROVIDING MEANINGFUL WORK FOR THESE INDIVIDUALS. PARTICIPANTS IN THE MEADOWS PROGRAM ARE MEMBERS OF THE COUNTRY GUILD AND SHARE IN THE OVERALL PROFITS FROM SALE OF THEIR PRODUCTS. THE MEADOWS CREATIVE WORKSHOPS INCLUDE A HORTICULTURAL AND FLOWER WORKSHOP, A FIBER AND ART WORKSHOP, A WOOD, CERAMIC, AND STENCIL WORKSHOP AND HOSPITALITY SERVICES TRAINING. 940046 903663 ADULT RESIDENTIAL SERVICES (ANDOVER, MA): MELMARK NEW ENGLAND PROVIDES COMPREHENSIVE RESOURCES TO MEET THE UNIQUE RESIDENTIAL AND CLINICAL NEEDS OF INDIVIDUALS WHO REQUIRE SIGNIFICANT-TO-MODERATE SUPPORT FOR THEIR DAILY LIVING NEEDS AND TO MANAGE CHALLENGING BEHAVIORS. THE 5 ADULTS SERVED BY MELMARK NEW ENGLAND ENJOY ONGOING AND CONSISTENT ACCESS TO INNOVATIVE VOCATIONAL, SOCIAL AND RECREATIONAL SERVICES IN ORDER TO ACHIEVE THEIR HIGHEST POTENTIAL. THESE SERVICES AND PROGRAMS ARE DESIGNED TO PROMOTE THEIR SENSE OF WELLBEING, PERSONAL INDEPENDENCE AND COMMUNITY INTEGRATION. 645972 768431 OUTREACH SERVICES (ANDOVER, MA): MELMARK NEW ENGLAND'S CONSULTATION TEAM IS COMPRISED OF SENIOR CLINICIANS WITH EXTENSIVE EXPERIENCE AND EXPERTISE IN THE DESIGN OF SERVICES FOR CHILDREN WITH AUTISM SPECTRUM DISORDERS AND SERIOUS BEHAVIORAL ISSUES. THESE SERVICES ARE PRIMARILY PROVIDED THROUGHOUT MASSACHUSETTS AND NEW ENGLAND BUT CAN BE PROVIDED VIRTUALLY ANYWHERE. MELMARK NEW ENGLAND'S BOARD CERTIFIED BEHAVIOR ANALYSTS WORK WITH PUBLIC SCHOOL DISTRICT ADMINISTRATORS AND STAFF TO TRAIN AND STRENGTHEN IN-DISTRICT RESOURCES TO REDUCE THE NEED FOR OUT OF DISTRICT PLACEMENTS. SERVICES INCLUDE: DISTRICT-WIDE EDUCATIONAL AND BEHAVIORAL PROGRAM DESIGN, INDIVIDUAL STUDENT EDUCATIONAL AND BEHAVIORAL PROGRAM DESIGN, CURRICULUM DEVELOPMENT, IEP AND ISP FORMULATION, FUNCTIONAL BEHAVIORAL ASSESSMENT, OBSERVATION AND HANDS-ON STAFF TRAINING, PARENT TRAINING, COLLABORATIVE TEAM BUILDING, DIAGNOSTIC ASSESSMENT, INDEPENDENT EVALUATIONS, PROGRAM EVALUATIONS. 4460 ADULT DAY PROGRAM (ANDOVER, MA): MELMARK NEW ENGLAND RECENTLY OPENED HABILITATION AND VOCATIONAL DAY PROGRAM IS SPECIFICALLY DESIGNED TO ADDRESS THE UNIQUE NEEDS OF ADULTS SEVERELY AFFECTED BY AUTISM AND OTHERS WITH CHALLENGING BEHAVIORS. THE PROGRAM IS TARGETED TO GROW STEADILY OVER THE NEXT THREE YEARS TO EVENTUALLY SERVE 40 INDIVIDUALS. THE PROGRAM'S GOAL IS TO PROVIDE EXCEPTIONAL QUALITY OF CARE UTILIZING HIGHLY TRAINED STAFF AND APPLIED BEHAVIOR ANALYSIS AS THE CLINICAL MODEL. ADULTS CONTINUE TO LEARN AND DEMONSTRATE A VARIETY OF SKILLS TO MEET THE DEMANDS OF AN EVER-CHANGING WORK FORCE. THEIR SKILLS INCLUDE, BUT ARE NOT LIMITED TO: PERFORMING MAINTENANCE ACTIVITIES TO MANAGE OFFICE SETTINGS AND RELATED AREAS, OFFICE SUPPORT IN MEDICAL AND DENTAL PRACTICES AND SUPPORTING WAREHOUSE DISTRIBUTION CENTERS. ADULT PROGRAM STAFF IS ALWAYS LOOKING FOR PARTNERSHIPS AS WELL AS VOLUNTEER AND/OR PAID JOB OPPORTUNITIES AND PROVIDES ONSITE JOB TRAINING TO SUPPORT AND TEACH EACH INDIVIDUAL WITH THE CRITICAL SKILLS NECESSARY TO BECOME A SUCCESSFUL AND VALUED EMPLOYEE. 27188719 29383896 62910574 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 1 105 0 1 1400 1 0 0 0 0 0 1 1 0 0 0 0 X 13 12 1 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA PA X JOE ZAKRZEWSKI 6103531726 2600 WAYLAND ROAD BERWYN PA 19312 JOANNE GILLIS-DONOVAN PRESIDENT/CEO/BOD 50.00 X X 892969 0 51414 H ROBERT MARCUS CHAIRMAN 1.00 X 0 0 0 ERIC ZEE FINANCE CHAIRMAN 1.00 X 0 0 0 MAUREEN SANDBERG SECRETARY 1.00 X 0 0 0 JAMES ALEX BOARD MEMBER 1.00 X 0 0 0 LARRY CANCRO BOARD MEMBER 1.00 X 0 0 0 MICHAEL DOYLE BOARD MEMBER 1.00 X 0 0 0 JOE DUFFEY BOARD MEMBER 1.00 X 0 0 0 MARY MAURER BOARD MEMBER 1.00 X 0 0 0 MAUREEN MCMAHON MD BOARD MEMBER 1.00 X 0 0 0 CLIVE MENDELOW BOARD MEMBER 1.00 X 0 0 0 JIM MURRAY BOARD MEMBER 1.00 X 0 0 0 JAMES STAHLE BOARD MEMBER 1.00 X 0 0 0 GEORGE P LINKE JR CHIEF OPERATION OFFICER 50.00 X 505577 0 56662 JOSEPH ZAKREWSKI CFO 50.00 X 229305 0 44418 RITA GARDNER EXECUTIVE DIRECTOR, MNE 50.00 X 229385 0 22871 FRANK BIRD CHIEF CLINCAL OFFICER 52.00 X 226223 0 41678 KAREN MATTOX ASSISTANT SECRETARY 40.00 X 95245 0 37921 COLETTE C BROWN VP OF HUMAN RESOURCES 50.00 X 242660 0 52330 PETER TROY VICE PRESIDENT 50.00 X 187479 0 31488 ELLEN M DONOHUE VP FOR ADVANCEMENT 50.00 X 212582 0 44312 HELENA MAGUIRE SR DIR SCHOOL SERVICES 40.00 X 147401 0 29416 ANNA MARIE DIPIETRO EMPLOYEE 40.00 X 136941 0 10083 JESSICA WOODS DIRECTOR CHILDRENS' PROGRAM 40.00 X 132111 0 13698 JAMES CHOK EMPLOYEE 40.00 X 112916 0 16474 WILLIAM AHEARN DIRECTOR OF BUSINESS OPERATIONS MNE 40.00 X 113276 0 21259 3464070 0 474024 22 0 1 0 NAVE NEWELL 357 S GULPH ROAD KING OF PRUSSIA PA 19406 ENGINEERS 235044 MCANDREWS LAW FIRM 30 CASSATT AVE BERWYN PA 19312 LEGAL 127815 C & G SERVICES 524 LENORE PLACE READING PA 19609 JANITORIAL 126362 FESNAK LLP 1777 SENTRY PARK WEST BLUE BELL PA 19422 ACCOUNTING 114001 4 1690759 1690759 RESIDENTIAL FEES 623000 42733350 42733350 EDUCATION FEES 623000 18651189 18651189 DAY PROGRAM FEES 623000 5508003 5508003 OUTREACH FEES 623000 768431 768431 67660973 3938 3938 186065 0 186065 186065 186065 CONSULTING 541610 880881 880881 MISCELLANEOUS PROGRAM REVENUE 623000 378626 378626 LOSS ON EXTINGUISHMENT OF LONG-TE 623000 -69146 -69146 1190361 70732096 67660973 0 1380364 2922504 684570 2104050 133884 42347193 40223129 1618661 505403 1209265 1103648 95336 10281 6809263 6309465 447294 52504 3135294 2983668 109127 42499 390059 390059 92819 10313 82506 622342 621262 1080 66692 66692 1611352 827990 732376 50986 3307863 3243611 61676 2576 484579 442847 34837 6895 312293 329211 -16918 2466150 2346717 119433 384597 325298 58213 1086 FOOD 2063647 1960224 95528 7895 MISCELLANEOUS 1004044 491798 151728 360518 PROGRAM SUPPLIES 827403 827403 MEDICAL 179420 179420 62000 62000 70298779 62910574 6212598 1175607 13845 14210 6343173 5586743 8855183 10195529 499129 1202434 59856964 27692425 29953889 32164539 6555607 7001411 52220826 56164866 8663332 8918205 6500000 8467552 3673829 3332325 480000 1303000 19317161 22021082 X 27168920 27195658 5734745 6948126 32903665 34143784 52220826 56164866 X 433317 -96703 903505 X X 0 1 X 1 1 1 X 1238003 576326 436194 529077 1690759 4470359 53235144 58460057 59395459 65133716 67660973 303885349 54473147 59036383 59831653 65662793 69351732 308355708 0 15156859 14950820 15897035 17231939 16353546 79590199 15156859 14950820 15897035 17231939 16353546 79590199 228765509 44894 22601 8480 3375 3937 83287 44894 22601 8480 3375 3937 83287 2714535 2585826 2175972 2016047 1188433 10680813 57232576 61644810 62016105 67682215 70544102 319119808 0.71690 0.99910 0.00030 0.00090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3632320 3632320 39983333 20045006 19938327 3690523 2274275 1416248 6459195 5373144 1086051 6091593 6091593 32164539 BENEFICIAL INTEREST IN ASSETS HELD BY AFFILIATE 6127864 CASH RESTRICTED BY BOND INDENTURE 305599 OTHER ASSETS 567948 7001411 THIRD PARTY SETTLEMENTS 970000 OTHER LIABILITIES 45000 LINE OF CREDIT 288000 1303000 X PART X, LINE 2: MELMARK, INC. AND COLLAGE ARE NON-PROFIT ORGANIZATIONS AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. MANAGEMENT ASSESSES ITS TAX EXEMPT STATUS ANNUALLY AND BELIEVES IT IS NOT LIKELY THAT MELMARK'S TAX EXEMPT POSITION WOULD BE CHALLENGED AND SUBJECT TO TAX CONSEQUENCES WITHIN THE NEXT YEAR. HOWEVER, MELMARK'S TAX YEARS FROM 2011 THROUGH 2015 REMAIN SUBJECT TO EXAMINATION BY TAX JURISDICTION UNDER BOTH FEDERAL AND STATE STATUTES OF LIMITATIONS. COLLAGE CEASED OPERATION ON JUNE 30, 2014. X X 1 1 X X X X X X 0 1 0 0 0 0 0 0 0 JOANNE GILLIS-DONOVAN PRESIDENT/CEO/BOD 517332 0 349429 0 26208 0 26650 0 24764 0 944383 0 0 0 GEORGE P LINKE JR CHIEF OPERATION OFFICER 362036 0 117457 0 26084 0 26650 0 30012 0 562239 0 0 0 JOSEPH ZAKREWSKI CFO 207127 0 0 0 22178 0 19654 0 24764 0 273723 0 0 0 RITA GARDNER EXECUTIVE DIRECTOR, MNE 223135 0 0 0 6250 0 22871 0 0 0 252256 0 0 0 FRANK BIRD CHIEF CLINCAL OFFICER 222129 0 0 0 4094 0 22768 0 18910 0 267901 0 0 0 COLETTE C BROWN VP OF HUMAN RESOURCES 217735 0 0 0 24925 0 22318 0 30012 0 294990 0 0 0 PETER TROY VICE PRESIDENT 180957 0 0 0 6522 0 18548 0 12940 0 218967 0 0 0 ELLEN M DONOHUE VP FOR ADVANCEMENT 190709 0 0 0 21873 0 19548 0 24764 0 256894 0 0 0 HELENA MAGUIRE SR DIR SCHOOL SERVICES 144917 0 0 0 2484 0 10506 0 18910 0 176817 0 0 0 PART I, LINE 1A HOUSING IS PROVIDED TO THE CEO AS A CONDITION OF EMPLOYMENT PER HER EMPLOYMENT CONTRACT. PART I, LINE 4B IN OCTOBER OF 2012, THE MELMARK BOARD APPROVED AN EMPLOYMENT CONTRACT WITH THE CEO THROUGH JUNE, 2019 AND WITH THE COO THROUGH JUNE, 2014. UNDER A PROVISION IN THE CONTRACT, BOTH EXECUTIVES WERE AWARDED A NON QUALIFIED TARGETED PENSION BENEFIT WHERE CONTRIBUTIONS WOULD BE MADE ON THEIR BEHALF, TO SUPPLEMENT THE CURRENT PENSION BENEFIT, THROUGH A COMBINED 457B PLAN AND A DEFERRED COMPENSATION ARRANGEMENT. IN THE TAX YEAR REPORTED, DR. JOANNE GILLIS DONOVAN WAS PAID $349,429 TO FUND THIS BENEFIT AND DR. GEORGE LINKE WAS PAID $117,457. A DELAWARE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 231973437 246018EUS 2006-03-10 3000000 RENOVATIONS AND DEBT REFINANCING 0 1 0 B MASS DEVELOPMENT FINANCE AGENCY 043431814 57583RFX8 2006-06-28 5500000 MASS DEVELOPMENT FINANCE AGENCY 0 0 0 C DELAWARE COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY 231973437 2015-05-01 11000000 CAMPUS INFRUSTRUCTURE & IMPROVEMENTS, REFINANCE 2006 BONDS 0 0 0 A 3000000 3000000 2006 0 0 1 1 B 1440000 5500000 110000 5390000 2006 0 0 1 1 C 11000000 213693 10786307 2060000 2015 0 0 0 0 A 0 0 0 0 1 1 TORONTO-DOMINION BANK 20.000000000000 1 0 0 0 1 B 0 0 0 0 1 1 TORONTO-DOMINION BANK 20.000000000000 1 0 0 0 1 C 0 0 0 0 1 1 TORONTO-DOMINION BANK 8.000000000000 1 0 0 0 1 A 0 B 0 ERIC ZEE FINANCE CHAIR 136356 RADNOR BENEFITS SERVES AS THE BENEFITS INSURANCE BROKER FOR THE ORGANIZATION'S HEALTH AND WELFARE PLANS. THE AMOUNT ABOVE REFLECTS THE COMMISSIONS EARNED BY RADNOR BENEFITS IN MANAGING THESE PLANS. 0 FORM 990, PART VI, SECTION A, LINE 2 RITA GARDNER THE EXECUTIVE DIRECTOR OF MELMARK NEW ENGLAND IS MARRIED TO FRANK BIRD THE CHIEF CLINICAL OFFICER. FORM 990, PART VI, SECTION A, LINE 6 MELMARK SERVICES IS THE SOLE MEMBER OF MELMARK, INC. FORM 990, PART VI, SECTION A, LINE 7A MELMARK SERVICES AS THE SOLE MEMBER OF MELMARK, INC. DOES NOT RETAIN SPECIFIC REVIEW AND APPROVAL POWERS, EXCEPT FOR AMENDMENTS TO GOVERNING INSTRUMENTS SUCH AS ARTICLES OR BYLAWS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY OUR INDEPENDENT AUDITORS AND REVIEWED BY THE PRESIDENT/CEO (WHO IS A BOARD MEMBER), THE EVP/COO AND VP/CFO TO ENSURE ACCURACY IN REPORTING. THE FORM 990 IS THEN DISTRIBUTED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS ARE DISCLOSED AND REPORTED ANNUALLY ALONG WITH THE POLICY STATEMENT. WHERE THERE IS A CONFLICT, THE MEMBER WOULD RECUSE THEMSELVES FROM ANY RELATED BOARD ACTION. IN ADDITION, SENIOR MANAGEMENT REGULARLY REVIEW THE RELATIONSHIP TO ENSURE THAT THEIR IS NO INUREMENT, AN IMPERMISSBALE TRANSACTION OR AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION FOR THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL IS TO CONDUCT A SURVEY ASSESSING COMPENSATION FOR KEY MANAGEMENT POSITIONS, WITH COMPARABLE ORGANZIATIONS FACTORING IN THE ANNUAL OPERATING BUDGET, EXPERIENCE/TENURE IN THE POSITION, EDUCATION REQUIREMENTS AND CREDENTIALS, SCOPE TO THE OPERATIONS, ETC. THE PROCESS FOR DETERMINING COMPENSATION FOR THE OTHER OFFICERS OR KEY EMPLOYEES IS TO REVIEW GENERAL INDUSTRY SURVEY DATA THAT IS ASSESSED BY THE EXECUTIVE MANAGEMENT TEAM BASED ON RECOMMENDATIONS FROM THE VP OF HUMAN RESOURCES. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL AND ORGANIZATIONAL DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAPS 141,109. BENEFICIAL INTEREST IN ASSETS HELD BY AFFILIATE 762,396. FORM 990, PART XII, LINE 2C: THE ORGANIZATION'S FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITORS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. COMMUNTY BENEFIT OVERVIEW: IN ADDITION TO PROVIDING CHARITY CARE FOR THREE (3) LONG TERM RESIDENTS AT AN ANNUAL COST OF NEARLY $414,000, MELMARK IS ACTIVELY IN INVOLVED IN NUMEROUS COMMUNITY OUTREACH AND PROFESSIONAL EDUCATION AND TRAINING ACTIVITIES. IN ADDITION, MELMARK BENEFITS FROM A TREMENDOUS GROUP OF VOLUNTEERS THAT PROVIDE MANY HOURS OF SERVICE AND SUPPORT TO THE ORGANIZATION. MELMARK'S LEADING COMMUNITY AMBASSADORS ARE THE "JOYBELLS", A DELIGHTFUL AND TALENTED BELL CHOIR GROUP COMPRISED OF ADULTS WITH INTELLECTUAL DISABILITY, MANY OF WHOM HAVE BEEN RESIDENTS AT MELMARK FOR OVER 36 YEARS. THE JOYBELLS HAVE PERFORMED MORE THAN 1,500 CONCERTS SINCE THEIR INCEPTION IN 1970. THOSE PERFORMANCES INCLUDE APPEARANCES WITH THE CHAMBER ORCHESTRA OF PHILADELPHIA AT THE KIMMEL CENTER, DURING WHICH MORE THAN 2,000 AUDIENCE MEMBERS WITNESSED THE MUSICAL TALENTS OF ADULTS WITH INTELLECTUAL DISABILITIES; A PERFORMANCE AT A PHILADELPHIA PHILLIES GAME, WITH MORE THAN 40,000 AUDIENCE MEMBERS; AND, OVER THE PAST, CONCERTS AT THE WHITE HOUSE AND THE PENNSYLVANIA GOVERNOR'S MANSION. MELMARK IS WIDELY REGARDED AS A LEADING PROVIDER IN BOTH THE PHILADELPHIA & BOSTON AREAS, IN PROVIDING BOTH COMMUNITY OUTREACH TO FAMILIES OF THE DEVELOPMENTALLY DISABLED AND PROFESSIONAL EDUCATION AND TRAINING TO THOSE IN OUR FIELD. MELMARK'S WIDELY PUBLISHED AND HIGHLY ACCOMPLISHED PROFESSIONALS ARE TYPICALLY INVOLVED IN 50 TO 60 PRESENTATIONS EACH YEAR. COMMUNITY OUTREACH ACTIVITIES ADDRESS ISSUES RELATED TO CHILDREN AND YOUNG ADULTS WITH AUTISM AND IMPROVING LIFE AT SCHOOL AND HOME. MELMARK'S EXPERT SPEAKER SERIES PROVIDES PROFESSIONAL EDUCATION AND TRAINING ON A WIDE RANGE OF CLINICAL AND APPLIED BEHAVIORAL ANALYSIS (ABA) TOPICS AND IS OPEN TO PARENTS, PROFESSIONAL COLLEAGUES AND AREA COLLEGE STUDENTS PURSUING A CAREER IN THIS FIELD. OVER THE PAST YEAR, OVER 4,000 SERVICE HOURS WERE PROVIDED BY NEARLY 675 VOLUNTEERS. WHETHER THEY ARE DECORATING FOR THE HOLIDAY SEASON, ORGANIZING FUNDRAISERS OR CREATING FUN EVENTS FOR THE CHILDREN AND ADULTS MELMARK SERVES, VOLUNTEERS MAKE AN INCREDIBLE IMPACT ON LIVES OF ALL AT MELMARK. VOLUNTEERS INCLUDE CORPORATE PARTNERS, CHURCH AND COMMUNITY GROUPS, AREA HIGH SCHOOL STUDENTS AND MANY LONG TERM VOLUNTEERS COMMITTED TO ACTIVELY PARTICIPATING IN CARRYING OUT MELMARK'S MISSION. IN ADDITION, MANY MELMARK RESIDENTS ALSO VOLUNTEER IN THE COMMUNITY. MELMARK CHARITABLE FOUNDATION 2600 WAYLAND ROAD BERWYN PA 19312 232446806 SUPPORTING ORGANIZATION OF MELMARK, INC. DE 501 (C)(3) 11A 0 MELMARK NEW ENGLAND INC 461 RIVER ROAD ANDOVER MA 01810 043563345 SUPPORTING ORGANIZATION OF MELMARK, INC. MA 501 (C)(3) 11A MELMARK INC 0 MELMARK SERVICES 2600 WAYLAND ROAD BERWYN PA 19312 271707194 PROVIDE PUBLIC EDUCATION AROUND INDIVIDUALS WITH DISABILITIES DE 501 (C)(3) 9 MELMARK INC 0 OCCUPATIONAL THERAPY PROGRAMS 2600 WAYLAND ROAD BERWYN PA 19312 232697613 PROVIDE SERVICES TO INDIVIDUALS WITH SOCIAL SKILLS DEFICITS PA 501 (C)(3) 9 MELMARK INC 0 0 0 1 1 1 0 0 0 0 0 1 1 1 1 1 1 1 0 0