2015-05-01T12:40:30-05:00 2014-06-30 550486667 ARNETT CARBIS TOOTHMAN LLP 5700 CORPORATE DRIVE STE 650 PITTSBURGH PA 15237 990 2013-07-01 251021794 PASSAVANT MEMORIAL HOMES PASS 4128201010 100 PASSAVANT WAY PITTSBURGH PA 15238 ROBERT DOUGHERTY CFO 4128201010 2015-04-29 1 JEFFREY J PETRELL CPA P00138808 4126356270 2015-04-28 2013 2016-03-07 17:11:31Z RICK SENFT 100 PASSAVANT WAY PITTSBURGH PA 15238 67620284 0 X HTTP://WWW.PASSAVANT.ORG X 1895 PA PASSAVANT MEMORIAL HOMES, INC. IS A PRIVATE, NON-PROFIT HUMAN SERVICES ORGANIZATION WHOSE MISSION IS TO EMPOWER PEOPLE WITH DISABILITIES TO LIVE IN THE COMMUNITY BY PROVIDING THE HIGHEST QUALITY SUPPORTS WHILE PROMOTING CHOICE AND INDEPENDENCE. 9 9 1524 101 0 0 68721 158302 56022014 66797585 1721 -64241 284665 656753 56377121 67548399 0 0 0 0 35264949 42930321 0 0 829 19164837 22601643 54429786 65531964 1947335 2016435 30409791 34197041 24101836 25500950 6307955 8696091 PASSAVANT MEMORIAL HOMES, INC. IS A PRIVATE, NON-PROFIT HUMAN SERVICES ORGANIZATION WHOSE MISSION IS TO EMPOWER PEOPLE WITH DISABILITIES TO LIVE IN THE COMMUNITY BY PROVIDING THE HIGHEST QUALITY SUPPORTS WHILE PROMOTING CHOICE AND INDEPENDENCE. 0 0 53975172 67390068 PASSAVANT MEMORIAL HOMES, INC. PRESENTLY PROVIDES A FULL RANGE OF COMPREHENSIVE SUPPORT PROGRAMS TO OVER 800 CHILDREN, ADULTS AND SENIORS WITH INTELLECTUAL DISABILITIES AND BEHAVIORAL HEALTH SUPPORT NEEDS. SERVICES INCLUDE RESIDENTIAL, CHILDREN'S PROGRAMS, FAMILY LIVING, VOCATIONAL PROGRAMS, OLDER ADULT DAY CARE, HOME AND COMMUNITY BASED PROGRAMS, SUPPORTED LIVING/HOUSING, TRIAGE NURSING SERVICES, AND LONG TERM STRUCTURED RESIDENCES.FOR MORE INFORMATION, PLEASE VISIT WWW.PASSAVANT.ORG. 53975172 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 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 0 1 1 1 0 0 1 228 0 1 1524 1 0 0 0 0 0 0 0 0 X 9 9 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 PA X ROBERT L DOUGHERTY 4128201010 100 PASSAVANT WAY PITTSBURGH PA 15238 JACK WADDELL CHAIRMAN 1.00 X X 0 0 0 MARY ANN BOLLAND VICE CHAIRMAN 1.00 X X 0 0 0 SUSAN ABRAMOWICH BOARD MEMBER 1.00 X 0 0 0 FRANK BAKER BOARD MEMBER 1.00 X 0 0 0 DAVID CALIGUIRI BOARD MEMBER 1.00 X 0 0 0 KRISTIN HARTZELL BOARD MEMBER 1.00 X 0 0 0 JOSEPH O'DONNELL BOARD MEMBER 1.00 X 0 0 0 HAZEL SHEFFIELD BOARD MEMBER 0.00 X 0 0 0 LARRY VOGEL BOARD MEMBER 1.00 X 0 0 0 RICK SENFT CEO AND PRESIDENT 1.00 40.00 X 0 689138 130866 PATRICK A DEMICO COO AND VICE PRESIDENT 1.00 40.00 X 0 408870 78014 LAWRENCE KUSHIK VP OF ADMIN & CO-SECRETARY 1.00 40.00 X 0 163589 28359 KEVIN FRIEL CFO & CO-TREASURER 1.00 40.00 X 0 216967 26050 BRENDA WYMAN VP OF BUSINESS OPER. & CO-SECRETARY 1.00 40.00 X 0 145643 26938 GREG HERSHBERGER VP OF OPERATIONS & CO-TREASURER 1.00 40.00 X 0 234329 29602 0 1858536 319829 0 0 1 0 FOX ROTHSCHILD LLP 625 LIBERTY AVE PITTSBURGH PA 15222 LEGAL SERVICES 1455088 BDO HEINZ 57 CENTER 339 6TH AVE PITTSBURGH PA 15222 AUDIT SERVICES 496197 MORET CONSTRUCTION COMPANY INC 700 GREENSBURG ROAD NEW KENSINGTON PA 15068 CONTRACTOR 417435 BUD BEHLING LEASING INC 100 OLD POND RD BRIDGEVILLE PA 15017 VEHICLE LEASING 408539 HORIZON INFORMATION SYSTEMS 435 NAPOLEON PLACE JOHNSTOWN PA 15901 IT SERVICES 362677 9 15000 143302 158302 PROGRAM REVENUE 624100 64764201 64764201 ROOM & BOARD 624100 2033384 2033384 66797585 7644 7644 64270 0 64270 64270 64270 71885 -71885 -71885 -71885 FOOD STAMP REVENUE 624100 384006 384006 MISCELLANEOUS REVENUE 624100 151519 151519 TRANSPORTATION REVENUE 624100 56958 56958 592483 67548399 67390068 0 29 34437510 34011840 425670 98986 95521 3465 5862381 5286993 575388 2531444 2500753 30691 5669772 106524 5563248 1329962 1329962 373031 373031 4584023 3896330 687693 481462 408758 72704 414028 33934 380094 1681944 1526290 155654 2248503 2044628 203875 997624 326272 671352 637794 506484 131310 453667 453667 FOOD 1128879 1122800 6079 REPAIRS & MAINTENANCE 984309 740917 243392 BAD DEBT EXPENSE 503740 503740 TREATMENT SERVICES 494507 494507 618398 368881 248688 829 65531964 53975172 11555963 829 16935 62259 150547 586352 16101482 19728748 810145 167134 27754982 15428148 12060829 12326834 1119984 1226240 149869 99474 30409791 34197041 2761381 4224244 18966735 19315224 2373720 1961482 24101836 25500950 X 6275494 8696091 32461 0 6307955 8696091 30409791 34197041 X 2016435 -12957 78067 306591 X X 0 1 X 1 0 X 49956 109070 219187 68721 143302 590236 38445433 43304605 43025998 56022014 66797585 247595635 38495389 43413675 43245185 56090735 66940887 248185871 0 0 0 248185871 116409 96817 95434 70191 76114 454965 116409 96817 95434 70191 76114 454965 588591 808079 1220400 204717 592483 3414270 39200389 44318571 44561019 56365643 67609484 252055106 0.98460 0.97950 0.00180 0.00210 X 6337302 6337302 18123011 14315512 3807499 325301 56929 268372 2969368 1055707 1913661 12326834 DUE TO RESIDENTS 239526 OTHER ACCRUED EXPENSES 221908 ACCRUED WORKER'S COMPENSATION CLAIMS 1000000 FMV - INTEREST RATE SWAP 500048 1961482 X 67952561 78066 339053 417119 67535442 12957 12957 67548399 65603849 71885 71885 65531964 0 65531964 PART X, LINE 2: THE ORGANIZATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES ON ITS EXEMPT INCOME UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION FOLLOWS THE GUIDANCE FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN A CORPORATION'S FINANCIAL STATEMENTS THAT PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. THE GUIDANCE ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, AND DISCLOSURE. MANAGEMENT HAS DETERMINED THAT THIS GUIDANCE HAD NO MATERIAL EFFECT ON THE FINANCIAL STATEMENTS. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN GENERAL AND ADMINISTRATIVE EXPENSES. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED ON THE STATEMENTS OF OPERATIONS AND CHANGES IN NET ASSETS AS A RESULT OF THIS GUIDANCE. GENERALLY, TAX RETURNS FOR YEARS ENDED JUNE 30, 2011, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 306,591. NET ASSETS RELEASED FROM RESTRICTIONS 32,462. PART XI, LINE 4B - OTHER ADJUSTMENTS: UNREALIZED LOSS ON INVESTMENTS 12,957. PART XII, LINE 2D - OTHER ADJUSTMENTS: LOSS ON DISPOSAL AND WRITE-OFF OF PROPERTY 71,885. 0 0 0 0 0 0 1 0 0 RICK SENFT CEO AND PRESIDENT 0 539539 0 118125 0 31474 0 105000 0 25866 0 820004 0 0 PATRICK A DEMICO COO AND VICE PRESIDENT 0 339139 0 61875 0 7856 0 49500 0 28514 0 486884 0 0 LAWRENCE KUSHIK VP OF ADMIN & CO-SECRETARY 0 153188 0 7521 0 2880 0 4526 0 23833 0 191948 0 0 KEVIN FRIEL CFO & CO-TREASURER 0 193846 0 5000 0 18121 0 2539 0 23511 0 243017 0 0 BRENDA WYMAN VP OF BUSINESS OPER. & CO-SECRETARY 0 118462 0 16750 0 10431 0 3599 0 23339 0 172581 0 0 GREG HERSHBERGER VP OF OPERATIONS & CO-TREASURER 0 198462 0 20250 0 15617 0 3415 0 26187 0 263931 0 0 PART I, LINE 3 THE COMPENSATION FOR THE CEO IS PAID BY PASSAVANT DEVELOPMENT CORPORATION. PASSAVANT DEVELOPMENT CORPORATION USES THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE CEO: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE EXECUTIVE COMMITTEE AND THE FULL BOARD OF DIRECTORS PART I, LINE 6 BONUSES ARE BASED ON INDIVIDUAL PERFORMANCE TARGETS AND THE OPERATIONS OF PASSAVANT DEVELOPMENT CORPORATION. THE BONUSES ARE APPROVED BY THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 3 MANAGEMENT SERVICES ARE PROVIDED BY PASSAVANT DEVELOPMENT CORPORATION (A FOR-PROFIT SUBSIDIARY). PRINCIPLE SERVICES PROVIDED INCLUDE ADMINISTRATIVE, FINANCIAL, AND HUMAN RESOURCES. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION HAS A CPA FIRM PREPARE ITS FORM 990. THE RETURN IS COMPLETED IN DRAFT FORM AND REVIEWED BY MANAGEMENT OF THE ORGANIZATION. THE 990 IS AVAILABLE TO THE BOARD OF DIRECTORS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD GIVE RISE TO CONFLICTS. IF AN INTERESTED PERSON HAS A CONFLICT, HE OR SHE RECUSES THEMSELVES FROM VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE CEO AND OTHER KEY EMPLOYEES IS PAID BY PASSAVANT DEVELOPMENT CORPORATION. PASSAVANT DEVELOPMENT CORPORATION USES INDEPENDENT SALARY STUDIES BY AN INDEPENDENT CONSULTANT, PRESENTATION TO BOARD, BOARD DELIBERATIONS, AND BOARD APPROVAL. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 AT THIS TIME, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP 306,591. FORM 990, PART XII, LINE 2C: PASSAVANT MEMORIAL HOMES HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. PASSAVANT MEMORIAL HOMES SELF-INSURED WC TRUST 100 PASSAVANT WAY PITTSBURGH PA 15238 251768224 TO FUND THE WORKERS COMPENSATION TRUST PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT HOUSING INITIATIVES I 100 PASSAVANT WAY PITTSBURGH PA 15238 251891795 TO DEVELOP AND OPERATE REAL ESTATE TO HOUSE MH/MR CONSUMERS PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT HOUSING INITIATIVES II 100 PASSAVANT WAY PITTSBURGH PA 15238 251891797 TO DEVELOP AND OPERATE REAL ESTATE TO HOUSE MH/MR CONSUMERS PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT HOUSING INITIATIVES III 100 PASSAVANT WAY PITTSBURGH PA 15238 251891798 TO DEVELOP AND OPERATE REAL ESTATE TO HOUSE MH/MR CONSUMERS PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 THE LIFE ENRICHMENT TRUST INC 100 PASSAVANT WAY PITTSBURGH PA 15238 300223116 TO LEGALLY PRESERVE ASSETS FOR DISABLED INDIVIDUALS PA 501(C)(3) LINE 11A, I PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT MEMORIAL HOMES I INC 100 PASSAVANT WAY PITTSBURGH PA 15238 200672805 TO DEVELOP AND OPERATE REAL ESTATE TO HOUSE MH/MR CONSUMERS PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT MEMORIAL HOMES II INC 100 PASSAVANT WAY PITTSBURGH PA 15238 200672875 TO DEVELOP AND OPERATE REAL ESTATE TO HOUSE MH/MR CONSUMERS PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT MEMORIAL HOMES III INC 100 PASSAVANT WAY PITTSBURGH PA 15238 200672915 TO DEVELOP AND OPERATE REAL ESTATE TO HOUSE MH/MR CONSUMERS PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT MEMORIAL HOMES V INC 100 PASSAVANT WAY PITTSBURGH PA 15238 202340470 TO DEVELOP AND OPERATE REAL ESTATE TO HOUSE MH/MR CONSUMERS PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT MEMORIAL HOMES VI 100 PASSAVANT WAY PITTSBURGH PA 15238 202340513 TO DEVELOP AND OPERATE REAL ESTATE TO HOUSE MH/MR CONSUMERS PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT MEMORIAL HOMES VII 100 PASSAVANT WAY PITTSBURGH PA 15238 208205630 TO DEVELOP AND OPERATE REAL ESTATE TO HOUSE MH/MR CONSUMERS PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT MEMORIAL HOMES VIII INC 100 PASSAVANT WAY PITTSBURGH PA 15238 208207234 TO DEVELOP AND OPERATE REAL ESTATE TO HOUSE MH/MR CONSUMERS PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT MEMORIAL HOMES IX 100 PASSAVANT WAY PITTSBURGH PA 15238 261631009 TO DEVELOP AND OPERATE REAL ESTATE TO HOUSE MH/MR CONSUMERS PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT MEMORIAL HOMES FOUNDATION 100 PASSAVANT WAY PITTSBURGH PA 15238 251869155 FUNDRAISING FOR OPERATIONS OF PASSAVANT MEMORIAL HOMES PA 501(C)(3) LINE 7 PASSAVANT MEMORIAL HOMES INC 1 ACCESSIBLE DENTAL SERVICES INC 100 PASSAVANT WAY PITTSBURGH PA 15238 262432726 PROVIDE DENTAL CARE FOR INDIVIDUALS WITH DISABILITIES PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT MEMORIAL HOMES X INC 100 PASSAVANT WAY PITTSBURGH PA 15238 264399316 TO DEVELOP AND OPERATE REAL ESTATE TO HOUSE MH/MR CONSUMERS PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 INVIVASPAN HEALTH INC 100 PASSAVANT WAY PITTSBURGH PA 15238 454279696 PROVIDE HEALTH CARE FOR INDIVIDUALS WITH DISABILITIES PA 501(C)(3) LINE 9 PASSAVANT MEMORIAL HOMES INC 1 PASSAVANT DEVELOPMENT CORPORATION 100 PASSAVANT WAY PITTSBURGH PA 15238 232950006 BUSINESS SERVICES PA PASSAVANT MEMORIAL HOMES INC C -579004 5494211 1.00000 1 LIFE ENRICHMENT TRUST 100 PASSAVANT WAY PITTSBURGH PA 15238 270387123 PRESERVATION OF ASSETS OF THOSE WHO HAVE DISABILITIES PA PASSAVANT MEMORIAL HOMES INC T 1.00000 1 PDC PHARMACY COLORADO INC 100 PASSAVANT WAY PITTSBURGH PA 15238 270450590 SALES OF PHARMACOLOGICALS PA PASSAVANT MEMORIAL HOMES INC C -531897 1043336 1.00000 1 VALLEY PRESCRIPTION SERVICES INC 100 PASSAVANT WAY PITTSBURGH PA 15238 431495148 SALES OF PHARMACOLOGICALS PA PASSAVANT MEMORIAL HOMES INC C -758354 4016484 1.00000 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 PASSAVANT DEVELOPMENT CORPORATION J 68470 FMV PASSAVANT DEVELOPMENT CORPORATION P 5652506 FMV