2011-12-15T16:13:15-06:00 2010-06-30 Kreischer Miller 100 Witmer Road Suite 350 Horsham PA 190442369 990 2009-07-01 222483916 Liberty Resources Inc LIBE 2156342000 714 Market Street Suite 100 Philadelphia PA 19106 Thomas Earle 2156342000 2011-12-19 1 Kevin McGinn 2154414600 2009 2016-02-24 21:20:13Z Thomas Earle 714 Market Street Suite 100 Philadelphia PA 19106 87689277 0 X www.libertyresources.org X 1980 PA The organization advocates and promotes independent living for persons with disabilities. 12 11 374 29 2806406 0 57457 66318 73756689 84761068 51317 26957 1880012 2834934 75745475 87689277 0 0 13866447 16907860 0 252239 60648391 69377382 74514838 86285242 1230637 1404035 48877937 51471041 38641286 40807246 10236651 10663795 LRI IS A CONSUMER-DRIVEN ORGANIZATION THAT ADVOCATES AND PROMOTES INDEPENDENT LIVING FOR PERSONS WITH DISABILITIES. LRI IS THE CENTER FOR INDEPENDENT LIVING (CIL) IN THE PHILADELPHIA AREA WHICH ADVOCATES FOR AND WORKS WITH PERSONS WITH DISABILITIES TO ENSURE THEIR CIVIL RIGHTS AND EQUAL ACCESS TO ALL ASPECTS OF LIFE IN THE COMMUNITY. 0 0 17989455 1153 7800834 Home & Community Based Services Programs for persons with Physical Disabilities 47327711 74399124 Financial Management Services 906952 724 1505649 Specialized Services 6027497 1055461 Other 6027497 1055461 72251615 1 1 0 1 0 0 0 0 0 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 1 1 0 0 0 1 150 0 374 1 1 1 0 0 0 0 0 0 0 0 0 0 12 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X The Organization 2156342000 714 Market Street Suite 100 Philadelphia PA 19106 Thomas Earle 40.00 X X 261923 0 41249 Janice McGrane 1.00 X X 0 0 0 Erik von Schmetterling 1.00 X 0 0 0 Hernan Brizuela 1.00 X 0 0 0 Marshall Brown 1.00 X 0 0 0 John Gladstone 1.00 X 0 0 0 James K Goodwin 1.00 X X 0 0 0 Linda Lukiewski 1.00 X 0 0 0 Eric McNeil 1.00 X 0 0 0 Melissa Monser 1.00 X X 0 0 0 Marsha Peurifoy 1.00 X 0 0 0 Filomena Ward 1.00 X X 0 0 0 Brenda Pedro 1.00 X 0 0 0 Linda Dezenski 40.00 X 192161 0 28774 Fady Sahhar 40.00 X 106530 0 23002 Stephen Masi 40.00 X 144402 0 31209 Jennifer Barnhart 40.00 X 108255 0 15477 560614 0 93025 5 0 1 0 Maxim Healthcare Services 12559 Collections Center Drive Chicago IL 60693 attendant Care Agency 1913346 Bayada Nurses 101 Executive Drive Suite 4 Moorestown NJ 08057 Attendant Care Agency 1712964 Unlimited Staffing Solutions 1 South Easton Road Glenside PA 19038 Attendant Care Agency 1381051 Home Care Associates 1500 Walnut Street Suite 1000 Philadelphia PA 19102 Attendant Care Agency 1278030 The Graham Company One Penn Square West Philadelphia PA 19102 Insurance Broker 1156261 40 562 37353 28403 66318 Financial Management S 624200 74399124 74399124 Home & Community Based 624200 7800834 7800834 Specialized Services 624200 1505649 1505649 Independent Living Ser 624200 537893 537893 Academy 624200 456630 456630 60938 60938 84761068 26957 26957 1991598 1991598 1991598 1991598 Other Revenue 624200 532824 2828 529996 consumer and Other Fee 624200 284812 284812 Consumer and Other Fee 624200 25700 25700 843336 87689277 84816553 2806406 0 673668 63062 610606 11698294 8136707 3405159 156428 3455018 2445333 965848 43837 1080880 765007 302159 13714 1822215 506265 1315950 730639 298335 398122 34182 1283307 1072692 208436 2179 1555299 1555299 1010942 23540 987402 281145 8582 272563 Attendant Services 57083160 57083160 Occupancy & Utilities 2676962 279809 2396693 460 Equipment 1295306 1171031 124275 Other Expenses 614798 614798 Bad Debt Expense 577836 577836 445773 398092 46242 1439 86285242 72251615 13781388 252239 2969929 7567188 15009968 14048552 69742 86826 379487 289407 30768396 2325251 27646115 28443145 705806 823177 45000 15000 2051890 197746 48877937 51471041 6489558 9530734 4800000 3300000 27351728 27976512 38641286 40807246 X 10236651 10663795 10236651 10663795 48877937 51471041 X 0 0 0 X 41933933 50330451 62768702 73814146 84827386 313674618 41933933 50330451 62768702 73814146 84827386 313674618 313674618 96404 168183 513602 1819309 2022629 4620127 528750 528750 318823495 650184 0.98390 0.99000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 33328 1 45961 0 79289 0 2666861 2666861 26810845 1685469 25125376 108957 66029 42928 923909 494974 428935 257824 78779 179045 28443145 LONG TERM DEBT 1800849 MORTGAGE PAYABLE 23759296 INTEREST RATE SWAPS 2409407 Other current Liabilities 6960 27976512 87689277 86285242 1404035 -1062181 85290 -976891 427144 87160527 0 87160527 528750 528750 87689277 86285242 0 86285242 0 86285242 Part XI, Line 8 - Other Adjustments: Forgiveness of Related Party Debt: -545628. Other ADJUSTEMENT : 1159668. UBI - Liberty Wheels, LLC Debt: -528750. Part XII, Line 4B - Other Adjustments: UBI - Liberty Wheels, LLC - 528,750 X X X 0 0 0 0 0 0 0 0 0 Thomas Earle 261923 0 0 0 0 0 15715 0 24534 0 302172 0 238952 0 Linda Dezenski 192161 0 0 0 0 0 11530 0 17244 0 220935 0 178305 0 Form 990, Part VI, Section B, line 11 The Finance Committee and Board of Directors will receive draft 990's for review and approval before submission to IRS. Form 990, Part VI, Section B, line 12c All employees must complete a signed conflict of interest statement when hired. The finance and audit committees and Board of Directors must also sign a statement. The personnel manual contains a policy. Form 990, Part VI, Section B, line 15 The company hired two companies to conduct outside compensation reviews to compare market salaries for the current CEO and other Officers' compensation. The contracted firms utilized various sources, including published survey data, Form 990 of other organizations, and targeted comparable national, local and regional organizations. The report with recommendations was presented to and adopted by the Board of Directors. The approval was documented in the minutes to the Board of Directors meeting. The company will periodically obtain updated market information to ensure that all compensation is reasonable. All executive compensation is based on the report guidelines pursuant to a comprehensive performance evaluation process. The CEO is reviewed by the Board of Directors in accordance with the respective employment contract and the company's corporate bylaws. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. Liberty Wheels LLC 714 market street suite 100 philadelphia PA 19106 263594849 MEDICAL EQUIPMENT SALES PA -256930 260936 liberty resources inc Liberty CC LLC 714 market street suite 100 philadelphia PA 19106 Home and Community Based Services PA 0 0 Liberty resources inc Liberty Housing Development Corp 714 market street suite 100 philadelphia PA 19106 208951029 HOUSING PA 501(C)(3) 170(B)(1)(A)(VI) N/A Liberty Community Integration Program Inc 714 market street suite 100 philadelphia PA 19106 261148150 HOUSING PA 501(C)(3) 170(B)(1)(A)(VI) N/A Liberty Community Integration Program II Inc 714 market street suite 100 philadelphia PA 19106 261355062 HOUSING PA 501(C)(3) 509(A)(2) N/A Liberty Community Integration Program III Inc 714 market street suite 100 philadelphia PA 19106 264150878 HOUSING PA 501(C)(3) 509(A)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 ALL TRANSACTIONS WERE WITH RELATED TAX-EXEMPT 501(C)(3) ORGANIZATIONS Q aLL TRANSACTIONS WERE WITH RELATED TAX-EXEMPT 501(C)(3) ORGANIZATIONS R