2014-02-12T13:05:29-06:00 2013-06-30 232932984 PARENTEBEARD LLC 1650 MARKET STREET SUITE 4500 PHILADELPHIA PA 19103 990 2012-07-01 223265546 SERV FOUNDATION INC SERV 6094060100 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 CAREN C JESSEMAN 6094060100 2014-02-08 1 JULIUS GREEN CPA P00350393 2159720701 2012 2015-11-30 17:44:51Z CAREN C JESSEMAN 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 1591273 0 X WWW.SERVBHS.ORG X 1993 NJ TO RAISE FUNDS IN SUPPORT OF THE SERV PROGRAMS, WHICH OPERATE THROUGH RELATED AFFILIATES. 4 3 0 3 26111 0 57047 21768 0 0 49220 510664 4689 29717 110956 562149 23260 21481 0 0 19049 20690 0 0 73543 46474 52853 88783 95024 22173 467125 3878708 4269572 8793 15897 3869915 4253675 X TO RAISE FUNDS FOR SUPPORT OF THE SERV PROGRAMS, WHICH OPERATE THROUGH THEIR AFFILIATES (SERV CENTERS OF NJ INC, SERV ACHIEVEMENT CENTERS INC., AND SERV PROPERTIES AND MANAGEMENT INC.) THESE PROGRAMS PROVIDE SOCIAL, EDUCATIONAL, RESIDENTIAL OR VOCATIONAL SERVICES TO INDIVIDUALS WITH EMOTIONAL OR MENTAL DISTURBANCE. 0 0 21481 21481 SERV FOUNDATION RAISES MONEY TO PROVIDE SCHOLARSHIPS TO CONSUMERS OF RELATED COMPANIES FOR THE PURPOSE OF ATTENDING COLLEGE, ACCREDITED TECHNICAL OR SPECIALTY SCHOOLS. NINETEEN CONSUMERS RECEIVED SCHOLARSHIP ASSISTANCE DURING FISCAL YEAR 2013. SERV FOUNDATION ALSO HOLDS A RECOVERY CONFERENCE EACH YEAR. THE CONFERENCE IS OPEN TO CONSUMERS OF THE SERV RELATED COMPANIES. THE CONFERENCE INCLUDES SPEAKERS ON VARIOUS TOPICS SUCH AS FINANCIAL LITERACY, NUTRITION, SMOKING CESSATION, AND VARIOUS MENTAL HEALTH ISSUES. NEARLY 300 CONSUMERS ATTENDED THE CONFERENCE IN 2013. 21481 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 X 4 3 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X PAUL MILLER CONTROLLER 6094060100 20 SCOTCH ROAD 3RD FLOOR EWING NJ 08628 GARY VAN NOSTRAND 2.00 38.00 X X 0 230480 18962 WARD BAUMAN 5.00 X 0 0 0 TED GOLFINOPOULOS 5.00 X X 0 0 0 ANDRE CALDINI 5.00 X X 0 0 0 KEITH HAMILTON 2.00 38.00 X X 0 141534 13671 CAREN JESSEMAN 2.00 38.00 X 0 137308 9746 JAMES J ROSE 2.00 38.00 X 0 35109 1400 0 544431 43779 0 1 1 0 0 10437 11331 10437 21768 295344 26111 269233 22932 17392 5540 5540 5540 1192490 977170 215320 215320 215320 32739 10437 20796 11943 11943 26000 13766 12234 12234 562149 0 26111 514270 21481 21481 16712 16712 2089 2089 1889 1889 5082 5082 340 340 3772 3772 17688 17688 537 537 5157 5157 2653 2653 12785 12785 DUES & SUBSCRIPTIONS 3052 3052 STAFF DEVELOPMENT 1787 1787 95024 21481 0 73543 65259 19676 1125 0 350671 336973 676652 132901 556537 543751 1559542 1718127 946124 1175671 399450 475374 3878708 4269572 5479 15897 3314 0 8793 15897 X 3869915 4253675 3869915 4253675 3878708 4269572 467125 -83365 0 X 0 1 X 1 0 X 23572 39118 22362 57047 21768 163867 23572 39118 22362 57047 21768 163867 163867 162556 51175 76069 94811 88727 473338 637205 0.25720 0.17810 X THE GOVERNMENTAL AND PUBLIC SUPPORT NORMALLY RECEIVED BY THE FOUNDATION EQUALS AT LEAST 10% OF THE TOTAL SUPPORT NORMALLY RECEIVED BY THE ORGANIZATION. THE ORGANIZATION IS ORGANIZED AND OPERATED TO ATTRACT NEW AND ADDITIONAL PUBLIC OR GOVERNMENTAL SUPPORT ON A CONTINUOUS BASIS. THE ORGANIZATION SATISFIES THIS REQUIREMENT BY MAINTAINING A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICIATION OF FUNDS. THE SCOPE OF THE ORGANIZATION'S FUNDRAISING ACTIVITIES ARE REASONABLE IN LIGHT OF ITS CHARITABLE ACTIVITIES. 187907 187907 479093 124592 354501 5652 4309 1343 4000 4000 0 543751 INVESTMENT IN AHM 1175671 F 1175671 DUE FROM AFFILIATES 475374 475374 X 513504 -83365 -83365 596869 -34720 -34720 562149 129744 34720 34720 95024 0 95024 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE FOUNDATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES USING 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. MANAGEMENT DETERMINED THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD IN 2013 AND 2012. THE FOUNDATION'S FEDERAL EXEMPT ORGANIZATION RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS ENDED PRIOR TO JUNE 30, 2010. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -17,392. GAMING EXPENSES INCLUDED IN TOTAL EXPENSES -766. FUNDRAISING EXPENSES INCLUDED IN TOTAL EXPENSES -16,562. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 17,392. GAMING EXPENSES INCLUDED IN TOTAL EXPENSES 766. FUNDRAISING EXPENSES INCLUDED IN TOTAL EXPENSES 16,562. X X X 0 NJ VOLLEY FOR SERV 43176 10437 32739 16257 300 4239 43176 10437 32739 16257 300 4239 20796 11943 26000 13000 766 0 0.10000 26000 13000 766 13766 12234 NJ 1 0 1 0 0.30000 0.70000 PAUL MILLER CONTROLLER 20 SCOTCH ROAD EWING NJ 08628 0 0 1 SCHOLARSHIP 19 21481 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THREE TIMES A YEAR (SPRING, SUMMER AND FALL), THE SERV FOUNDATION PRESENTS SCHOLARSHIPS TO ADULT SERV CONSUMERS WHO WANT TO ATTEND OR RETURN TO SCHOOL, WHETHER IT BE A 2- OR 4-YEAR COLLEGE, VOCATIONAL, TECHNICAL, OR SPECIALTY SCHOOL, OR AN ADULT SCHOOL. THE APPLICANTS MUST HAVE EXHAUSTED ALL OTHER FORMS OF EDUCATIONAL FUNDING BEFORE SEEKING HELP FROM THE SERV FOUNDATION. ALL OF THOSE SELECTED FOR SCHOLARSHIPS THROUGHOUT THE PROGRAM'S EXISTENCE HAVE WORKED HARD TO BECOME PSYCHIATRICALLY STABLE AND SHOW POTENTIAL TO COMPLETE THEIR INTENDED COURSE OF STUDY. APPLICANTS, WHO HAVE BEEN WITH SERV FOR AT LEAST THREE (3) MONTHS AND HAVE SUCCESSFULLY GRADUATED THROUGH THE CONTINUUM OF CARE, SUBMIT A REQUEST FORM TO THEIR RESIDENTIAL PROGRAM MANAGERS AT SERV BY A DEADLINE SET BY THE FOUNDATION. THE FUNDS REQUESTED CAN INCLUDE TUITION COSTS, BOOK FEES AND/OR PUBLIC TRANSPORTATION EXPENSES. ALL FORMS ARE THEN SUBMITTED BY DEADLINE TO THE DIRECTORS OF SERV CENTERS (MENTAL HEALTH) AND SERV ACHIEVEMENT CENTERS (DEVELOPMENTAL DISABILITIES) FOR REVIEW. IF APPROVED, THE DIRECTORS FORWARD THE APPLICATIONS ALONG WITH ESSAYS WRITTEN BY THE APPLICANTS BY A DEADLINE TO THE FOUNDATION'S SCHOLARSHIP FUND COMMITTEE. THE FOUNDATION'S BOARD OF DIRECTORS REVIEWS THE APPLICATIONS AND MAY CONTACT THE DIRECTORS FOR ANY ADDITIONAL INFORMATION. THE BOARD THEN MAKES THE FINAL DECISION AND THE APPLICANTS ARE NOTIFIED BY LETTER. A CHECK FOR THE APPROVED AMOUNT IS SENT TO THE APPLICANT, RATHER THAN TO THE SCHOOL, TO PROTECT THE ANONYMITY OF THE STUDENTS' AFFILIATION WITH A BEHAVIORAL HEALTH AGENCY. SCHOLARSHIP RECIPIENTS MUST SEND RECEIPTS FOR PAID COURSEWORK AND BOOKS TO THE SCHOLARSHIP COMMITTEE AT THE CORPORATE OFFICE. ANY FUNDS NOT USED BY THE RECIPIENT (BECAUSE OF A DROPPED COURSE OR ANOTHER REASON) MUST BE RETURNED TO THE SERV FOUNDATION BY CHECK OR MONEY ORDER IMMEDIATELY. AT THE END OF THE SEMESTER, CLINICAL STAFF WHO RECOMMENDED THE AWARD RECIPIENTS MUST FORWARD A COPY OF THE STUDENTS' TRANSCRIPTS, ALONG WITH A "SCHOLARSHIP RECIPIENT FOLLOW-UP QUESTIONNAIRE" COMPLETED BY THE STUDENT, TO THE SCHOLARSHIP FUND COMMITTEE AT THE CORPORATE OFFICE. THE QUESTIONNAIRE ASKS FOR THE FINAL GRADE FOR THE COURSE, CURRENT GRADE-POINT AVERAGE (GPA), CREDITS ACCUMULATED TOWARD DEGREE, AND WHETHER THEY INTEND TO CONTINUE THEIR STUDIES THE NEXT SEMESTER. THE CORPORATE OFFICE RECORDS ALL INFORMATION ABOUT THE STUDENT AND HIS/HER EDUCATIONAL TRACK IN A DATABASE AND ANALYZES THE OUTCOME. SINCE WE BEGAN KEEPING TRACK OF GRADE POINT AVERAGES IN THE FALL 2009 SEMESTER, THE MEDIAN GPA IS 3.177. X X X 0 0 0 0 0 0 0 0 0 GARY VAN NOSTRAND 0 141000 0 89000 0 480 0 18962 0 0 0 249442 0 0 KEITH HAMILTON 0 104854 0 35000 0 1680 0 13671 0 0 0 155205 0 0 JAMES J ROSE 0 35029 0 0 0 80 0 1400 0 0 0 36509 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS SERV BEHAVIORAL HEALTH SYSTEM, INC. FORM 990, PART VI, SECTION A, LINE 7A SERV BEHAVIORAL HEALTH SYSTEM INC, THE SOLE MEMBER OF THE ORGANIZATION, ACTING THROUGH ITS BOARD OF DIRECTORS HAS THE SOLE POWER TO APPROVE THE DIRECTORS OF THE ORGANIZATION AND THE SOLE POWER TO REMOVE OFFICERS AND DIRECTORS WITH AND WITHOUT CAUSE. FORM 990, PART VI, SECTION A, LINE 7B SERV BEHAVIORAL HEALTH SYSTEMS INC, THE SOLE MEMBER OF THE ORGANIZATION, ACTING THROUGH ITS BOARD OF DIRECTORS HAS THE POWER TO DO THE FOLLOWING: APPROVE THE SELECTION OF THE CHIEF OPERATING OFFICER; AMEND THE CERTIFICATE OF INCORPORATION AND THE BY-LAWS; DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION; APPROVE THE ANNUAL AND ANY CAPITAL BUDGET; MERGE, CONSOLIDATE, DISSOLVE OR OTHERWISE CHANGE THE CORPORATE STRUCTURE OF THE ORGANIZATION; APPROVE ALL EXPENDITURES EXCEEDING $50,000 NOT INCLUDED IN THE APROVED BUDGET; SELECT THE ATTORNEY AND APPROVE THE CERTIFIED PUBLIC ACCOUNTANT FOR THE ORGANIZATION; APPROVE THE PURCHASE, SALE, EXCHANGE, CONVEYANCE OR LEASE FOR A TERM IN EXCESS OF THREE YEARS OF REAL ASSETS, THE BORROWING OF MONEY, THE ISSUANCE OF NOTES OR BONDS OR THE REPAYMENT THEREOF WITH INTEREST, AND THE GRANTING OF SUCH PLEDGES, MORTGAGES, OR OTHER SECURITY INTERESTS WITH RESPECT TO PROPERTY AS SHALL BE REQUIRED THEREIN UPON SUCH TERMS AND CONDITIONS AS SHALL HAVE BEEN RECOMMENDED BY THE BOARD OF DIRECTORS; REQUIRE THE CERTIFIED AUDIT OF CORPORATE FUNDS AT ANY TIME; AND AUTHORIZE ANY FUND DRIVE OR SOLICITATION OFFERS. FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF FINANCIAL OFFICER WILL PERFORM AN INITIAL REVIEW. ONCE THE CFO APPROVES THE DRAFT, THE 990 IS EMAILED TO THE FINANCE COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A COMPLIANCE OFFICER WHO CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE POLICY COVERS EMPLOYEES, CONTRACTORS AND BOARD MEMBERS. BOARD MEMBERS ARE REQUIRED TO FILL OUT ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES. ANY CONFLICTS ARE DETERMINED BY THE COMPLIANCE OFFICER AND THE COMPLIANCE COMMITTEE. IF A CONFLICT IS DISCOVERED, A CONFLICT MANAGEMENT PLAN IS PUT IN PLACE TO MANAGE THE CONFLICT. IF BOARD MEMBERS AND OFFICERS HAVE ANY CONFLICTS THEY ABSTAIN FROM ANY BOARD VOTES OR DECISIONS WHICH INVOLVE THE CONFLICT. AS EMPLOYEES OF THE ORGANIZATION, THE PRESIDENT AND KEY EMPLOYEES ARE COVERED UNDER THE EMPLOYEE CONFLICT OF INTEREST POLICY. AS SUCH THEY SIGN ANNUAL STATEMENTS AND ARE EXPECTED TO ADHERE TO ALL DISCLOSURE REQUIREMENTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD ANNUALLY MEETS TO DETERMINE AND APPROVE COMPENSATION. COMPENSATION SURVEYS ARE USED TO SHOW COMPARABLE RATES IN THE AREAS SURROUNDING THE ORGANIZATION AND THEN PRESENTED TO THE BOARD. THIS PROCESS COVERS THE CEO OF THE ORGANIZATION AND DISCUSSIONS RELATING TO THE PROCESS ARE DOCUMENTED IN THE BOARD MINUTES. COMPENSATION DECISIONS FOR OTHER OFFICERS, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES ARE MADE AT MANAGEMENT'S DISCRETION. MANAGEMENT FOLLOWS A SIMILAR PROCESS TO ENSURE THAT THE COMPENSATION FOR KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES ARE WITHIN FAIR MARKET RANGE FOR THE INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. SERV BEHAVIORAL HEALTH SYSTEM INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 223560510 THE ORGANIZATION IS A HOLDING COMPANY FOR SERV CENTERS AND OTHER RELATED ORG NJ 501(C)(3) LINE 7 N/A 0 SERV CENTERS OF NEW JERSEY INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 222090976 OFFERS SOCIAL, EDUCATIONAL, RESIDENTAL, AND VOCATIONAL SERVICES NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 SERV PROPERTIES AND MANAGEMENT INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 223265548 REAL ESTATE MANAGEMENT COMPANY FOR RELATED ORGANIZATIONS NJ 501(C)(2) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 SERV CENTERS HOUSING CORPORATION INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 222284195 PROVIDES HOUSING FOR USE BY SEVERELY MENTALLY DISABLED PERSONS NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 SERV ACHIEVEMENT CENTERS INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 222775481 PROVIDE HIGH QUALITY OF CARE AND REHABILITATION FOR PEOPLE WITH DISABILITIES NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 CIFA II INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 223198050 GROUP HOME FOR THE DEVELOPMENTALLY DISABLED LOCATED IN PRINCETON NJ NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 CIFA III INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 223436040 GROUP HOME FOR THE DEVELOPMENTALLY DISABLED LOCATED IN LAWRENCEVILLE NJ NJ 501(C)(3) LINE 11B, II SERV BEHAVIORAL HEALTH SYSTEM INC 0 CIFA FOUNDATION INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 223264933 TO PROVIDE FINANCIAL ASSISTANCE AND SUPPORT TO RELATED ORGANIZATIONS NJ 501(C)(3) LINE 11B, II SERV BEHAVIORAL HEALTH SYSTEM INC 0 258 CUMBERLAND AVENUE INC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 223271130 GROUP HOME FOR THE DEVELOPMENTALLY DISABLED. NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 ADVANCED HEALTH MANAGEMENT LLC 20 SCOTCH ROAD THIRD FLOOR EWING NJ 08628 233470979 MANAGEMENT SERVICES NJ SERV FOUNDATION INVESTMENT 60092 2758421 0 26111 1 1.00000 0 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 SERV PROPERTIES D 336973 FAIR VALUE SERV PROPERTIES I 22932 FAIR VALUE ADVANCED HEALTH MANAGEMENT D 144231 FAIR VALUE ADVANCED HEALTH MANAGEMENT D 1175671 FAIR VALUE