MELMARK INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MELMARK INC (EIN 23-6399542)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202631359349301653
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T06:34:13+00:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135381590 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1801 MARKET ST STE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191031634 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236399542 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELMARK INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MELM | BusinessNameControlTxt |
| Phone | 6103254700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 WAYLAND ROAD | AddressLine1Txt |
| City | BERWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19312 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RITA M GARDNER MPH LABA BCBA | PersonNm |
| Person Title | PRESIDENT/CEO | PersonTitleTxt |
| Phone | 6103531726 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SAMANTHA BOKORI | PreparerPersonNm |
| PTIN | P01057347 | PTIN |
| Phone | 2155641900 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
Principal Ofcr Business Name PrincipalOfcrBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITA M GARDNER MPH LABA BCBA | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 WAYLAND ROAD | AddressLine1Txt |
| City | BERWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $81,521,513 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MELMARK.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | MELMARK PROVIDES SPECIALIZED PROGRAMS TO ENHANCE THE LIVES OF INDIVIDUALS WITH AUTISM, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 1732 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $33,269,657 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,637,100 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $121,314,782 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $74,731,905 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,661,434 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,967,179 | CYInvestmentIncomeAmt |
| PY Other Revenue | $527,988 | PYOtherRevenueAmt |
| CY Other Revenue | $271,794 | CYOtherRevenueAmt |
| PY Total Revenue | $156,773,861 | PYTotalRevenueAmt |
| CY Total Revenue | $78,607,978 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $102,465,059 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $60,851,671 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $28,200 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $423,260 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $21,393,750 | PYOtherExpensesAmt |
| CY Other Expenses | $11,271,384 | CYOtherExpensesAmt |
| PY Total Expenses | $123,858,809 | PYTotalExpensesAmt |
| CY Total Expenses | $72,151,255 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $32,915,052 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,456,723 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $189,729,833 | TotalAssetsBOYAmt |
| Total Assets EOY | $168,855,420 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $37,566,147 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,545,275 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $152,163,686 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $144,310,145 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MELMARK IS A HUMAN SERVICES PROVIDER WITH PREMIER PRIVATE SPECIAL EDUCATION SCHOOLS, PROFESSIONAL DEVELOPMENT, TRAINING, AND RESEARCH CENTERS. MELMARK IS COMMITTED TO ENHANCING THE LIVES OF INDIVIDUALS WITHIN DIVERSE COMMUNITIES WITH AUTISM, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES BY PROVIDING EXCEPTIONAL EVIDENCE-BASED AND APPLIED BEHAVIORAL ANALYTIC SERVICES. A FULL RANGE OF COMMUNITY AND CAMPUS BASED RESIDENTIAL, EDUCATIONAL, PRE-VOCATIONAL, AND VOCATIONAL SERVICES ARE PROVIDED, IN ADDITION TO 24-HOUR NURSING CARE, PHYSICAL THERAPY, SPEECH THERAPY, OCCUPATIONAL THERAPY, BEHAVIORAL SUPPORT AND PSYCHOLOGICAL SERVICES. INDIVIDUALS SERVED RANGE FROM PRESCHOOL TO GERIATRIC WITH MANY LEVELS OF INTELLECTUAL, BEHAVIORAL AND PHYSICAL CHALLENGES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $27,565,207 | ExpenseAmt |
| Revenue | $31,676,412 | RevenueAmt |
| Desc | 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: ADULTS WITH MEDICAL FRAGILITY 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 24-HOUR 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 CENSUS AT THE END OF THE FISCAL YEAR WAS 111 RESIDENTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $13,509,015 | ExpenseAmt |
| Revenue | $14,916,045 | RevenueAmt |
| Desc | (EXPENSES: $13,509,015 INCLUDING GRANTS OF )(REVENUE: $14,916,045) MELMARK SCHOOL (BERWYN, PA): THE SCHOOL IS AN APPROVED PRIVATE SCHOOL LICENSED BY THE PA DEPARTMENT OF EDUCATION THAT SERVES CHILDREN AND ADOLESCENTS AGES 5 TO 22. 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. AT THE END OF THE FISCAL YEAR, 116 CHILDREN WERE ENROLLED AT THE SCHOOL. THE SCHOOL PROGRAM IS DEFINED BY ITS COLLABORATIVE CLINICAL SERVICE DELIVERY MODEL, INCORPORATING THE PRINCIPLES OF APPLIED BEHAVIOR ANALYSIS (ABA) INTO AN INDIVIDUALIZED LEARNING MODEL. THE SCHOOL'S EDUCATIONAL AND CLINICAL PROGRAM INCLUDES THE EMPIRICALLY SUPPORTED FEATURES OF APPLIED BEHAVIORAL ANALYSIS. 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. THE SCHOOL'S EDUCATIONAL PROGRAM IS INTEGRATED TO WORK IN COLLABORATION WITH COMMUNITY RESOURCES, AND INCLUDE BOTH PRE-VOCATIONAL AND VOCATIONAL TRAINING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,940,859 | ExpenseAmt |
| Revenue | $14,705,377 | RevenueAmt |
| Desc | RESIDENTIAL TREATMENT FACILITY (BERWYN, PA): RESIDENTIAL TREATMENT FACILITY (RTF) - MELMARK PENNSYLVANIA'S RESIDENTIAL TREATMENT FACILITY (RTF) SPECIALIZES IN THE ASSESSMENT AND TREATMENT OF SEVERE AND TREATMENT-RESISTANT CHALLENGING BEHAVIOR FOR CHILDREN DIAGNOSED WITH AUTISM SPECTRUM DISORDERS AND OTHER INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE GOAL OF THE RTF IS TO HELP EACH CHILD ATTAIN THE HIGHEST LEVEL OF PERSONAL GROWTH, ACHIEVEMENT, AND INDEPENDENCE BY DECREASING CHALLENGING BEHAVIORS AND FACILITATING THE REUNIFICATION OF THE INDIVIDUAL WITH THEIR FAMILY IN A LESS RESTRICTIVE ENVIRONMENT. RESIDENTIAL HOMES ARE LOCATED ON MELMARK'S CAMPUS. AT THE END OF THE FISCAL YEAR THE PROGRAM CENSUS WAS 35 CHILDREN. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $7,113,284 | $7,748,205 | ADULT DAY PROGRAMS (BERWYN, PA): MELMARK'S ADULT DAY SERVICES PROVIDES DAY PROGRAMMING FOR OVER 174 INDIVIDUALS WITH MODERATE-TO-PROFOUND INTELLECTUAL AND PHYSICAL DISABILITIES. PROGRAMS 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 TO TEACH FUNCTIONAL LIFE SKILLS AND PROVIDE PERSONAL ASSISTANCE. ADULT DAY COMMUNITY PROGRAM 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 DAY COMMUNITY 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 COMMUNITY-BASED AND INSTRUCTIONAL EXPERIENCES RANGING FROM ON-CAMPUS TRAINING PROGRAMS, TO JOB SAMPLING, TO INDEPENDENT PAID EMPLOYMENT OPPORTUNITIES IN THE COMMUNITY. MELMARK WORKS WITH A NUMBER OF COMMUNITY-BASED EMPLOYERS AND ORGANIZATIONS, AND LOOKS FORWARD TO EXPANDING ITS PRESENT TIES WITH BUSINESSES IN THE COMMUNITY. |
| $5,233,394 | $5,942,278 | CHILDREN'S RESIDENTIAL SERVICES (BERWYN, PA): MELMARK'S RESIDENTIAL PROGRAM FOR CHILDREN AND YOUNG ADULTS WHOSE INDIVIDUALIZED EDUCATION PLAN (IEP) OBJECTIVES REQUIRE A 24-HOUR THERAPEUTIC AND STRUCTURED LEARNING ENVIRONMENT. ALL PROGRAMMING IS FOCUSED BASED ON APPLIED BEHAVIORAL ANALYSIS (ABA), AND ADHERE TO THE HIGHEST STANDARD OF RESIDENTIAL CARE AND SUPERVISED SUPPORTIVE SERVICES DESIGNED TO MEET EACH STUDENT'S INDIVIDUAL NEEDS. DURING THE PAST YEAR ENROLLMENT TOTALED 17 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. FAMILY REUNIFICATION IS AN ESSENTIAL GOAL FOR ALL RESIDENTIAL STUDENTS. PARENT SUPPORT AND TRAINING IS A COMPONENT OF ALL PROGRAMMING IN AN EFFORT TO LEARN AND REPLICATE THE SAME ROUTINES WITHIN THEIR FAMILY HOME. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $12,346,678 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $13,690,483 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $65,361,759 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 114 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 1732 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Policies Reference Chapters | false | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS J CROFCHECK VP & CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6103254935 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 WAYLAND ROAD | AddressLine1Txt |
| City | BERWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19312 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JAMES STAHLE | |||||||||
| BOARD VICE CHAIR (AS OF 10/2024) | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE CANCRO | |||||||||
| BOARD CHAIR (THRU 10/2024); PAST CHAIR (AS OF 10/2024) | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARY MAURER BSN RN CEN | |||||||||
| BOARD SECRETARY | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MAUREEN MCMAHON MD | |||||||||
| BOARD CHAIR (AS OF 10/2024) | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PETER J TROY | |||||||||
| BOARD FINANCE CHAIR | 1.0 | 2.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RITA M GARDNER MPH LABA BCBA | |||||||||
| PRESIDENT/CEO | 60.0 | 4.0 | Yes (X) | Yes (X) | $813,299 | $0 | $41,689 | ||
| CLIVE MENDELOW LLB | |||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| GARRETT KIRK | |||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| GREGORY STRAKOSCH | |||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JAMES ALEX | |||||||||
| BOARD MEMBER | 1.0 | 1.0 | Yes (X) | $0 | $0 | $0 | |||
| JESCAH APAMO-GANNON PHD BCBA-D LABA | |||||||||
| BOARD MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| KIMBERLY THURMOND BOWDRE DPM | |||||||||
| BOARD MEMBER | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| LESLEY RUSSELL MBCHB MRCP | |||||||||
| BOARD MEMBER (THRU 10/2024) | 1.0 | 0 | Yes (X) | $0 | $0 | $0 | |||
| MARY GENE CLAVIN | |||||||||
| BOARD MEMBER | 2.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| FRANK BIRD MED LABA BCBA | |||||||||
| Executive Vice President | 48.0 | 2.0 | Yes (X) | $359,747 | $0 | $60,062 | |||
| HELENA MAGUIRE MS LABA BCBA | |||||||||
| VP and Chief Clinical Officer | 48.0 | 2.0 | Yes (X) | $316,086 | $0 | $58,502 | |||
| KAREN J MATTOX | |||||||||
| ASSISTANT BOARD SECRETARY | 43.0 | 2.0 | Yes (X) | $134,807 | $0 | $27,900 | |||
| SHAWN QUIGLEY PHD BCBA-D | |||||||||
| CHIEF OPERATING OFFICER | 39.0 | 2.0 | Yes (X) | $285,338 | $0 | $52,951 | |||
| THOMAS J CROFCHECK CPA | |||||||||
| Vice President & CFO | 39.0 | 2.0 | Yes (X) | $286,531 | $0 | $30,905 | |||
| WILLIAM AHEARN MBA CPA | |||||||||
| VICE PRESIDENT OF BUSINESS OPERATIONS | 40.0 | 1.0 | Yes (X) | $278,401 | $0 | $28,600 | |||
| MARGARET HAAG MED BCBA LSW | |||||||||
| EXECUTIVE DIRECTOR, PENNSYLVANIA | 48.0 | 0 | $198,186 | $0 | $35,052 | Yes (X) | |||
| ABU SESAY | |||||||||
| RESIDENTIAL AIDE | 52.0 | 0 | $148,276 | $0 | $22,923 | Yes (X) | |||
| ASHLEY BENEDETTO | |||||||||
| SENIOR DIRECTOR OF EDUCATIONAL SERVICES | 40.0 | 0 | $151,778 | $0 | $12,117 | Yes (X) | |||
| CYNTHIA TOPPAR | |||||||||
| LEAD RESIDENTIAL AIDE | 80.0 | 0 | $148,121 | $0 | $6,235 | Yes (X) | |||
| LINDSEY DUNN | |||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.0 | 0 | $161,347 | $0 | $35,068 | Yes (X) | |||
| MARY RICHIUTTI | |||||||||
| SENIOR DIRECTOR OF HEALTHCARE | 41.0 | 0 | $153,924 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,435,841 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $412,004 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 133 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| VANTAGE BUILDERS INC | |||||
| 204 SECOND AVENUE | WALTHAM | MA | 02451 | CONSTRUCTION | $1,756,958 |
| LINTON FOOD MANAGEMENT SERVICES | |||||
| 2947 FELTON RD | NORRISTOWN | PA | 19401 | FOOD SERVICES | $1,293,728 |
| C RAYMOND DAVIS & SONS INC | |||||
| 2124 KIMBERTON ROAD PO BOX 157 | KIMBERTON | PA | 19442 | CONSTRUCTION | $737,821 |
| CAVENEY ARCHITECTURAL COLLABORATIVE | |||||
| 128 WARREN ST | LOWELL | MA | 01852 | CONSTRUCTION | $564,249 |
| COMINI & SON INC | |||||
| 12 ESSEX LANE | PEABODY | MA | 01960 | CLEANING SERVICES | $421,315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $137,231 | FundraisingAmt |
| Government Grants | $109,452 | GovernmentGrantsAmt |
| All Other Contributions | $1,390,417 | AllOtherContributionsAmt |
| Noncash Contributions | $53,298 | NoncashContributionsAmt |
| Total Contributions | $1,637,100 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RESIDENTIAL FEES | 623000 | $52,118,485 | $52,118,485 |
| EDUCATION FEES | 623000 | $14,892,099 | $14,892,099 |
| DAY PROGRAM FEES | 623000 | $7,721,321 | $7,721,321 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $74,731,905 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,761,865 | TotalRevenueColumnAmt |
| Exclusion | $1,761,865 | ExclusionAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,947,871 | SecuritiesAmt |
| Other | $69,429 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,731,056 | SecuritiesAmt |
| Other | $80,930 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $216,815 | SecuritiesAmt |
| Other | -$11,501 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $205,314 | TotalRevenueColumnAmt |
| Exclusion | $205,314 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $102,931 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $137,231 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $101,549 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,382 | TotalRevenueColumnAmt |
| Exclusion | $1,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $14,000 | GamingGrossIncomeAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,000 | TotalRevenueColumnAmt |
| Exclusion | $14,000 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FOOD RELATED REVENUE | 623000 | $136,243 | $136,243 |
| MISCELLANEOUS REVENUE | 623000 | $120,169 | $120,169 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $256,412 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,607,978 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $74,988,317 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,982,561 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,298,571 | TotalAmt |
| Program Services | $585,398 | ProgramServicesAmt |
| Management And General | $2,713,173 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,806,817 | TotalAmt |
| Program Services | $43,091,891 | ProgramServicesAmt |
| Management And General | $3,439,329 | ManagementAndGeneralAmt |
| Fundraising | $275,597 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,630,012 | TotalAmt |
| Program Services | $1,424,769 | ProgramServicesAmt |
| Management And General | $195,860 | ManagementAndGeneralAmt |
| Fundraising | $9,383 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,520,766 | TotalAmt |
| Program Services | $5,429,238 | ProgramServicesAmt |
| Management And General | $72,644 | ManagementAndGeneralAmt |
| Fundraising | $18,884 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,595,505 | TotalAmt |
| Program Services | $3,329,267 | ProgramServicesAmt |
| Management And General | $245,155 | ManagementAndGeneralAmt |
| Fundraising | $21,083 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,695 | TotalAmt |
| Management And General | $84,695 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,901 | TotalAmt |
| Management And General | $170,901 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,500 | TotalAmt |
| Management And General | $7,500 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,200 | TotalAmt |
| Fundraising | $28,200 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,891 | TotalAmt |
| Management And General | $68,891 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,778 | TotalAmt |
| Program Services | $676,323 | ProgramServicesAmt |
| Management And General | $79,455 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,960 | TotalAmt |
| Management And General | $17,960 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $632,011 | TotalAmt |
| Program Services | $98,377 | ProgramServicesAmt |
| Management And General | $513,802 | ManagementAndGeneralAmt |
| Fundraising | $19,832 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $196,645 | TotalAmt |
| Program Services | $11,381 | ProgramServicesAmt |
| Management And General | $169,140 | ManagementAndGeneralAmt |
| Fundraising | $16,124 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,431,308 | TotalAmt |
| Program Services | $2,406,977 | ProgramServicesAmt |
| Management And General | $23,707 | ManagementAndGeneralAmt |
| Fundraising | $624 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $461,905 | TotalAmt |
| Program Services | $333,739 | ProgramServicesAmt |
| Management And General | $123,851 | ManagementAndGeneralAmt |
| Fundraising | $4,315 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,588 | TotalAmt |
| Program Services | $80,363 | ProgramServicesAmt |
| Management And General | $41,225 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $298,255 | TotalAmt |
| Program Services | $298,255 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,996,152 | TotalAmt |
| Program Services | $2,785,441 | ProgramServicesAmt |
| Management And General | $210,711 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $469,512 | TotalAmt |
| Program Services | $391,634 | ProgramServicesAmt |
| Management And General | $75,209 | ManagementAndGeneralAmt |
| Fundraising | $2,669 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $2,319,861 | $2,279,333 | $34,561 | $5,967 |
| PA ICF PROVIDER TAX | $1,020,855 | $1,020,855 | ||
| PROGRAM SUPPLIES | $732,328 | $732,328 | ||
| RECRUITING | $342,605 | $139,012 | $203,458 | $135 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$1,857,366 | TotalAmt |
| Program Services | $247,178 | ProgramServicesAmt |
| Management And General | -$2,124,991 | ManagementAndGeneralAmt |
| Fundraising | $20,447 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,151,255 | TotalAmt |
| Program Services | $65,361,759 | ProgramServicesAmt |
| Management And General | $6,366,236 | ManagementAndGeneralAmt |
| Fundraising | $423,260 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,224 | BOYAmt |
| EOY | $1,109,852 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,517,823 | BOYAmt |
| EOY | $9,726,290 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $720,548 | BOYAmt |
| EOY | $462,387 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,775,093 | BOYAmt |
| EOY | $7,601,335 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,156,742 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,898,940 | BOYAmt |
| EOY | $684,498 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $79,793,019 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $39,604,884 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,161,707 | BOYAmt |
| EOY | $40,188,135 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,688,702 | BOYAmt |
| EOY | $80,147,662 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,442,513 | BOYAmt |
| EOY | $18,383,114 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,499,283 | BOYAmt |
| EOY | $9,395,405 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,729,833 | BOYAmt |
| EOY | $168,855,420 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,340,801 | BOYAmt |
| EOY | $7,653,543 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,961,500 | BOYAmt |
| EOY | $13,811,951 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $125,608 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,302,014 | BOYAmt |
| EOY | $26,714 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,961,832 | BOYAmt |
| EOY | $2,927,459 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,566,147 | BOYAmt |
| EOY | $24,545,275 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,109,376 | BOYAmt |
| EOY | $90,245,934 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,054,310 | BOYAmt |
| EOY | $54,064,211 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,163,686 | BOYAmt |
| EOY | $144,310,145 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,729,833 | BOYAmt |
| EOY | $168,855,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $6,456,723 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $10,369,052 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$23,709,971 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$969,345 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,603,135 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,450,130 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,693,822 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $33,269,657 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,637,100 | CurrentTaxYearAmt |
| Total | $66,653,844 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,825,650 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $103,833,627 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $108,566,248 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $121,922,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,988,317 | CurrentTaxYearAmt |
| Total | $506,136,658 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $122,428,785 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $107,283,757 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,260,070 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $155,192,473 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $76,625,417 | CurrentTaxYearAmt |
| Total | $572,790,502 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,660,969 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $21,660,969 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $37,523,671 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,322,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,346,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,161,198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,075,710 | CurrentTaxYearAmt |
| Total | $232,429,718 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $59,184,640 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,322,583 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,346,556 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,161,198 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $63,075,710 | CurrentTaxYearAmt |
| Total | $254,090,687 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $318,699,815 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $648,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $785,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,057,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,447,447 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,761,865 | CurrentTaxYearAmt |
| Total | $5,701,936 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $648,887 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $785,883 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,057,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,447,447 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,761,865 | CurrentTaxYearAmt |
| Total | $5,701,936 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $123,077,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $108,069,640 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $112,317,924 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $156,639,920 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $78,387,282 | CurrentTaxYearAmt |
| Total | $578,492,438 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.55091 | PublicSupportCY509Pct |
| Public Support PY509 | 0.6113 | PublicSupportPY509Pct |
| Investment Income CY | 0.01 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | false | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $7,500 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $7,500 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY | FormAndLineReferenceDesc |
| Explanation | MELMARK UTILIZED VOTERVOICE DIGITAL ADVOCACY SOFTWARE TO EMPOWER ITS COMMUNITY OF FAMILIES AND STAFF TO ENGAGE WITH LOCAL AND FEDERAL LEGISLATORS REGARDING AUTISM, INTELLECTUAL AND DEVELOPMENTAL DISABILITY ISSUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,376,686 | BeginningYearBalanceAmt |
| Contributions | $484,535 | ContributionsAmt |
| Investment Earnings Or Losses | $11,639,653 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,000,000 | OtherExpendituresAmt |
| End Year Balance | $88,500,874 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $40,164,986 | BeginningYearBalanceAmt |
| Contributions | $30,993,839 | ContributionsAmt |
| Investment Earnings Or Losses | $6,457,861 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $240,000 | OtherExpendituresAmt |
| End Year Balance | $77,376,686 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,514,664 | BeginningYearBalanceAmt |
| Contributions | $799,271 | ContributionsAmt |
| Investment Earnings Or Losses | $4,251,051 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $400,000 | OtherExpendituresAmt |
| End Year Balance | $40,164,986 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,733,210 | BeginningYearBalanceAmt |
| Contributions | $237,898 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,456,444 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $35,514,664 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,395,359 | BeginningYearBalanceAmt |
| Contributions | $21,715,268 | ContributionsAmt |
| Investment Earnings Or Losses | $7,622,583 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $38,733,210 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.607 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.0 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.393 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,370,274 | OtherCostOrOtherBasisAmt |
| Book Value | $1,370,274 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,572,653 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,954,152 | DepreciationAmt |
| Book Value | $25,618,501 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,838,506 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,011,389 | DepreciationAmt |
| Book Value | $10,827,117 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,612,273 | OtherCostOrOtherBasisAmt |
| Depreciation | $5,639,343 | DepreciationAmt |
| Book Value | $1,972,930 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $399,313 | OtherCostOrOtherBasisAmt |
| Book Value | $399,313 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,188,135 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Closely-held equity interests | |
| Financial derivatives | |
| FIXED INCOME MUTUAL FUNDS | $18,383,114 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $18,383,114 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SELF INSURANCE | $60,000 |
| 457 ASSET | $916,300 |
| DUE FROM AFFILIATES | $8,419,105 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,395,405 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| Federal Income Taxes | |
| OTHER LIABILITIES | |
| THIRD PARTY SETTLEMENTS | $1,016,159 |
| BENEFIT LIABILITY | $895,000 |
| SPLIT DOLLAR LOAN POLICY | $100,000 |
| 457 LIABILITY | $916,300 |
| LEASE LIABILITIES, NET OF CURRENT PORTION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,927,459 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Other Revenue | $0 | OtherRevenueAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $0 | RevenueSubtotalAmt |
| Other Revenues Not Included | $0 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $0 | TotalRevenuePerForm990Amt |
| Other Expenses Included | $0 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $0 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part IV, Line 2b Explanation of escrow agreement | MELMARK IS CUSTODIAN OF PERSONAL NEEDS ACCOUNTS FOR CERTAIN INDIVIDUALS RECEIVING ITS SERVICES. |
| Schedule D, Part V, Line 4 Intended uses of endowment funds | THE ENDOWMENT CONSISTS OF TWO ENDOWMENT FUNDS AND A FUND DESIGNATED BY THE BOARD OF DIRECTORS TO FUNCTION AS AN ENDOWMENT. ENDOWMENT NET ASSETS, INCLUDING THE FUND DESIGNATED BY THE ORGANIZATION TO FUNCTION AS AN ENDOWMENT, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. |
| Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote | MELMARK, INC. IS A NON-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM FEDERAL AND STATE INCOME TAXES. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. AS OF JUNE 30, 2025 AND 2024, MELMARK DID NOT IDENTIFY ANY UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN WHICH WILL REQUIRE ADJUSTMENT IN ITS CONSOLIDATED FINANCIAL STATEMENTS. 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 2021 THROUGH 2024 REMAIN SUBJECT TO EXAMINATION BY TAX JURISDICTION UNDER BOTH FEDERAL AND STATE STATUTES OF LIMITATIONS. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARRIE M EATON | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 58 EAST SWEDESFORD RD APT 405 | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193551692 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | EVENT PLANNING | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $28,200 | RetainedByContractorAmt |
| Net To Organization | -$28,200 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $0 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $28,200 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$28,200 | TotalNetToOrganizationAmt |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HUBERT J.P. SCHOEMAKER CLASSIC | Event1Nm |
| Gross Receipts Event1 | $227,662 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $127,731 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $99,931 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,402 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $69,835 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $21,392 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $8,359 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $12,500 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $9,500 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,000 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $561 | OtherDirectExpensesEvent2Amt |
| Gross Revenue Other Events | $0 | GrossRevenueOtherEventsAmt |
| Gross Receipts Total | $240,162 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $137,231 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $102,931 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,402 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $69,835 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $21,392 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $8,920 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $101,549 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $1,382 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (13 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RITA M GARDNER MPH LABA BCBA | ||||||||||||||
| PRESIDENT/CEO | $807,628 | $0 | $985 | $0 | $4,686 | $0 | $36,300 | $0 | $5,389 | $0 | $854,988 | $0 | $0 | $0 |
| WILLIAM AHEARN MBA CPA | ||||||||||||||
| VICE PRESIDENT OF BUSINESS OPERATIONS | $271,041 | $0 | $860 | $0 | $6,500 | $0 | $27,214 | $0 | $1,386 | $0 | $307,001 | $0 | $0 | $0 |
| FRANK BIRD MED LABA BCBA | ||||||||||||||
| Executive Vice President | $353,928 | $0 | $985 | $0 | $4,834 | $0 | $36,300 | $0 | $23,762 | $0 | $419,809 | $0 | $0 | $0 |
| THOMAS J CROFCHECK CPA | ||||||||||||||
| Vice President & CFO | $279,421 | $0 | $610 | $0 | $6,500 | $0 | $25,700 | $0 | $5,205 | $0 | $317,436 | $0 | $0 | $0 |
| HELENA MAGUIRE MS LABA BCBA | ||||||||||||||
| VP and Chief Clinical Officer | $308,601 | $0 | $985 | $0 | $6,500 | $0 | $32,431 | $0 | $26,071 | $0 | $374,588 | $0 | $0 | $0 |
| KAREN J MATTOX | ||||||||||||||
| ASSISTANT BOARD SECRETARY | $128,447 | $0 | $6,360 | $0 | $0 | $0 | $12,167 | $0 | $15,733 | $0 | $162,707 | $0 | $0 | $0 |
| SHAWN QUIGLEY PHD BCBA-D | ||||||||||||||
| CHIEF OPERATING OFFICER | $278,328 | $0 | $510 | $0 | $6,500 | $0 | $28,940 | $0 | $24,011 | $0 | $338,289 | $0 | $0 | $0 |
| MARGARET HAAG MED BCBA LSW | ||||||||||||||
| EXECUTIVE DIRECTOR, PENNSYLVANIA | $191,126 | $0 | $560 | $0 | $6,500 | $0 | $28,941 | $0 | $6,111 | $0 | $233,238 | $0 | $0 | $0 |
| ASHLEY BENEDETTO | ||||||||||||||
| SENIOR DIRECTOR OF EDUCATIONAL SERVICES | $147,343 | $0 | $4,435 | $0 | $0 | $0 | $11,616 | $0 | $501 | $0 | $163,895 | $0 | $0 | $0 |
| LINDSEY DUNN | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $160,354 | $0 | $585 | $0 | $408 | $0 | $12,873 | $0 | $22,195 | $0 | $196,415 | $0 | $0 | $0 |
| MARY RICHIUTTI | ||||||||||||||
| SENIOR DIRECTOR OF HEALTHCARE | $152,268 | $0 | $1,656 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $153,924 | $0 | $0 | $0 |
| ABU SESAY | ||||||||||||||
| RESIDENTIAL AIDE | $145,585 | $0 | $2,691 | $0 | $0 | $0 | $8,264 | $0 | $14,659 | $0 | $171,199 | $0 | $0 | $0 |
| CYNTHIA TOPPAR | ||||||||||||||
| LEAD RESIDENTIAL AIDE | $147,061 | $0 | $1,060 | $0 | $0 | $0 | $6,235 | $0 | $0 | $0 | $154,356 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan | FormAndLineReferenceDesc |
| Explanation | THE JOINT INVESTMENT IN A CASH VALUE LIFE INSURANCE POLICY TO SUPPLEMENT RETIREMENT INCOME AND RETURN INVESTMENT AND INTEREST TO MELMARK AND MELMARK NEW ENGLAND. THE JOINT POLICY PROVIDES THE CEO WITH SUPPLEMENTAL RETIREMENT BENEFITS THROUGH AN ALTERNATIVE FUNDING ARRANGEMENT THE IRS CALLS "COLLATERAL ASSIGNMENT SPLIT DOLLAR" (CASD). MELMARK AND MELMARK NEW ENGLAND WILL RECOVER ALL OF ITS OUTLAYS, PLUS INTEREST, UPON THE CEO'S DEATH. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|
| NATIONAL FINANCE AUTHORITY | ||||||
| A | 2022-08-12 | $9,215,160 | 2022 SERIES A TO REDEEM AND PAY THE OUTSTANDING PRINCIPAL AND INTEREST ON THE SERIES 2015 BOND. | false | false | false |
| NATIONAL FINANCE AUTHORITY | ||||||
| B | 2022-08-12 | $5,200,000 | 2022 SERIES B TO FINANCE CERTAIN CAPITAL PROJECTS AND BOND ISSUANCE COSTS. | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|
| A | $1,122,390 | $9,215,160 | $263,966 | $8,951,194 | 2022 | false | false | Yes (true) | Yes (true) |
| B | $5,200,000 | $148,953 | $5,051,047 | 2023 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | 0 | 0 | 0.0 | false | false | 0 | false | false |
| B | false | false | false | false | false | false | 0 | 0 | 0.0 | false | false | 0 | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Term Of HedgeTermOfHedgePct | Superintegrated HedgeSuperintegratedHedgeInd | Hedge TerminatedHedgeTerminatedInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
| B | false | false | false | false | false | false | 0 | false | false | false | 0 | false | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITA M GARDNER MPH LABA BCBA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship With Org | PRESIDENT/CEO | RelationshipWithOrgTxt |
| Loan Purpose | BUY LIFE INSURANCE POLICY | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $1,134,000 | OriginalPrincipalAmt |
| Balance Due | $1,156,742 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,156,742 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| FRANK BIRD | |||
| FAMILY RELATION TO PRESIDENT AND CEO | $359,747 | EMPLOYMENT COMPENSATION | false |
| ELLA GARDNER-BIRD | |||
| FAMILY RELATION TO PRESIDENT AND CEO | $74,084 | EMPLOYMENT COMPENSATION | false |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule L, Part II | FormAndLineReferenceDesc |
| Explanation | THE JOINT INVESTMENT IN A CASH VALUE LIFE INSURANCE POLICY TO SUPPLEMENT RETIREMENT INCOME AND RETURN INVESTMENT AND INTEREST TO MELMARK. THE JOINT POLICY PROVIDES THE CEO WITH SUPPLEMENTAL RETIREMENT BENEFITS THROUGH AN ALTERNATIVE FUNDING ARRANGEMENT THE IRS CALLS "COLLATERAL ASSIGNMENT SPLIT DOLLAR" (CASD). ALTHOUGH THE IRS REQUIRES REPORTING IN THE LOAN SECTION OF SCHEDULE L, CASD IS NOT AN ACTUAL LOAN AND NO FUNDS HAVE BEEN TRANSFERRED TO THE CEO. MELMARK WILL RECOVER ALL OF ITS OUTLAYS, PLUS INTEREST, UPON THE CEO'S DEATH. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $53,298 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Market value | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I Explanations of reporting method for number of contributions | FormAndLineReferenceDesc |
| Explanation | Securities - Publicly traded - THE NUMBER OF CONTRIBUTIONS FOR SECURITIES IS THE NUMBER OF SEPARATE DONATIONS, NOT THE NUMBER OF SHARES OF STOCK. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 7,113,284 including grants of $)(Revenue $ 7,748,205) ADULT DAY PROGRAMS (BERWYN, PA): MELMARK'S ADULT DAY SERVICES PROVIDES DAY PROGRAMMING FOR OVER 174 INDIVIDUALS WITH MODERATE-TO-PROFOUND INTELLECTUAL AND PHYSICAL DISABILITIES. PROGRAMS 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 TO TEACH FUNCTIONAL LIFE SKILLS AND PROVIDE PERSONAL ASSISTANCE. ADULT DAY COMMUNITY PROGRAM 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 DAY COMMUNITY 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 COMMUNITY-BASED AND INSTRUCTIONAL EXPERIENCES RANGING FROM ON-CAMPUS TRAINING PROGRAMS, TO JOB SAMPLING, TO INDEPENDENT PAID EMPLOYMENT OPPORTUNITIES IN THE COMMUNITY. MELMARK WORKS WITH A NUMBER OF COMMUNITY-BASED EMPLOYERS AND ORGANIZATIONS, AND LOOKS FORWARD TO EXPANDING ITS PRESENT TIES WITH BUSINESSES IN THE COMMUNITY. |
| Form 990, Part III, Line 4d Description of other program services | (Expenses $ 5,233,394 including grants of $)(Revenue $ 5,942,278) CHILDREN'S RESIDENTIAL SERVICES (BERWYN, PA): MELMARK'S RESIDENTIAL PROGRAM FOR CHILDREN AND YOUNG ADULTS WHOSE INDIVIDUALIZED EDUCATION PLAN (IEP) OBJECTIVES REQUIRE A 24-HOUR THERAPEUTIC AND STRUCTURED LEARNING ENVIRONMENT. ALL PROGRAMMING IS FOCUSED BASED ON APPLIED BEHAVIORAL ANALYSIS (ABA), AND ADHERE TO THE HIGHEST STANDARD OF RESIDENTIAL CARE AND SUPERVISED SUPPORTIVE SERVICES DESIGNED TO MEET EACH STUDENT'S INDIVIDUAL NEEDS. DURING THE PAST YEAR ENROLLMENT TOTALED 17 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. FAMILY REUNIFICATION IS AN ESSENTIAL GOAL FOR ALL RESIDENTIAL STUDENTS. PARENT SUPPORT AND TRAINING IS A COMPONENT OF ALL PROGRAMMING IN AN EFFORT TO LEARN AND REPLICATE THE SAME ROUTINES WITHIN THEIR FAMILY HOME. |
| Form 990, Part VI, Line 2 Family/business relationships amongst interested persons | RITA M. GARDNER, PRESIDENT/CEO AND FRANK BIRD, EXEC VP OF CLINICAL SERVICES - Family relationship |
| Form 990, Part VI, Line 6 Classes of members or stockholders | MELMARK SERVICES IS THE SOLE MEMBER OF MELMARK, INC. |
| Form 990, Part VI, Line 7a Members or stockholders electing members of governing body | MELMARK SERVICES, AS THE SOLE MEMBER OF MELMARK INC., HAS THE POWER TO ELECT OR REMOVE ANY OFFICER OR MEMBER OF THE BOARD OF DIRECTORS. |
| Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders | MELMARK SERVICES, AS THE SOLE MEMBER OF MELMARK INC., HAS THE RIGHT TO APPROVE OR RATIFY GOVERNANCE DECISIONS. |
| Form 990, Part VI, Line 11b Review of form 990 by governing body | THE FORM 990 IS PREPARED BY OUR INDEPENDENT AUDITORS AND REVIEWED BY THE PRESIDENT/CEO, VP/CFO AND OTHER STAFF INVOLVED IN ITS COMPLETION FOR ACCURACY AND FULL DISCLOSURE. THE DRAFT OF THE 990 IS E-MAILED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENT PRIOR TO FILING. |
| Form 990, Part VI, Line 12c Conflict of interest policy | 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 REVIEWS THE RELATIONSHIP TO ENSURE THAT THERE IS NO INUREMENT, AND IMPERMISSIBLE TRANSACTION OR AN EXCESS BENEFIT TRANSACTION. |
| Form 990, Part VI, Line 15a Process to establish compensation of top management official | MELMARK UNDERSTANDS ITS RESPONSIBILITY TO ENSURE THAT THE DETERMINATION OF COMPENSATION FOR ITS PRESIDENT/CEO IS APPROPRIATE IN VIEW OF ITS MISSION AND TAX EXEMPT STATUS. TO THIS END, THE BOARD EXECUTIVE COMPENSATION COMMITTEE, COMPRISED OF ENTIRELY DISINTERESTED, NON-EXECUTIVE MEMBERS WHO DERIVE NO ECONOMIC BENEFIT FROM THE ORGANIZATION, RETAINED AN INDEPENDENT, AUTHORITATIVE, EXTERNAL CONSULTANT TO OBTAIN DATA ON COMPETITIVE AND REASONABLE EXECUTIVE PAY PRACTICES FOR THE PRESIDENT/CEO. THIS COMPENSATION STUDY CONSIDERS NUMEROUS FACTORS INCLUDING THE COMPENSATION PAID BY SIMILAR ORGANIZATIONS, BOTH EXEMPT AND TAXABLE, FOR EQUIVALENT POSITIONS IN THE SAME GEOGRAPHICAL AREAS THE ORGANIZATION'S NEED FOR PARTICULAR SKILLS AND CREDENTIALS FOR THE POSITION THE UNIQUENESS OF THE PERSON'S BACKGROUND, EDUCATION, TRAINING, MULTI-STATE EXPERIENCE, NATIONAL PROFILE, AND RESPONSIBILITIES THE SIZE AND COMPLEXITY OF THE ORGANIZATION'S STRUCTURE, PROGRAM DESIGN, BUDGET AND ASSETS, THE NUMBER OF EMPLOYEES, THE PERSON'S PRIOR COMPENSATION ARRANGEMENTS, THE PERSON'S JOB PERFORMANCE, COMPARED TO SIMILARLY SITUATED ENTITIES AND TENURE WITH THE ORGANIZATION, FUNDRAISING CAPABILITIES, AND THE NUMBER OF HOURS THE PERSON SPENDS PERFORMING THEIR JOB. THE CONSULTANT APPRISES THE BOARD ON APPLICABLE IRS REGULATIONS AND THE BOARD DOCUMENTS ALL DISCUSSION, DECISION MAKING AND THE FINAL VOTE REGARDING THE PRESIDENT/CEO'S COMPENSATION. |
| Form 990, Part VI, Line 15b Process to establish compensation of other employees | MELMARK UNDERSTANDS ITS RESPONSIBILITY TO ENSURE THAT THE DETERMINATION OF COMPENSATION FOR ITS OTHER OFFICERS IS APPROPRIATE IN VIEW OF ITS MISSION AND TAX-EXEMPT STATUS. TO THIS END, THE BOARD EXECUTIVE COMPENSATION COMMITTEE, COMPRISED OF ENTIRELY DISINTERESTED, NON-EXECUTIVE MEMBERS WHO DERIVE NO ECONOMIC BENEFIT FROM THE ORGANIZATION, RETAINED AN INDEPENDENT, AUTHORITATIVE, EXTERNAL CONSULTANT TO OBTAIN DATA ON COMPETITIVE AND REASONABLE EXECUTIVE PAY PRACTICES FOR ALL OTHER OFFICERS. THIS COMPENSATION STUDY CONSIDERS NUMEROUS FACTORS INCLUDING THE COMPENSATION PAID BY SIMILAR ORGANIZATIONS, BOTH EXEMPT AND TAXABLE, FOR EQUIVALENT POSITIONS IN THE SAME GEOGRAPHICAL AREAS THE ORGANIZATION'S NEED FOR PARTICULAR SKILLS AND CREDENTIALS FOR THE POSITION THE UNIQUENESS OF THE PERSON'S BACKGROUND, EDUCATION, TRAINING, MULTI-STATE EXPERIENCE, NATIONAL PROFILE, AND RESPONSIBILITIES THE SIZE AND COMPLEXITY OF THE ORGANIZATION'S STRUCTURE, PROGRAM DESIGN, BUDGET AND ASSETS, THE NUMBER OF EMPLOYEES, THE PERSON'S PRIOR COMPENSATION ARRANGEMENTS, THE PERSON'S JOB PERFORMANCE, COMPARED TO SIMILARLY SITUATED ENTITIES AND TENURE WITH THE ORGANIZATION, FUNDRAISING CAPABILITIES, AND THE NUMBER OF HOURS THE PERSON SPENDS PERFORMING THEIR JOB. THE CONSULTANT APPRISES THE BOARD ON APPLICABLE IRS REGULATIONS AND THE BOARD DOCUMENTS ALL DISCUSSION, DECISION MAKING REGARDING OTHER OFFICER'S COMPENSATION. FOR OTHER KEY EMPLOYEES, A COMPENSATION STUDY IS COMPLETED BY THE CHIEF HUMAN RESOURCES OFFICER ON A REGULAR BASIS, ASSESSING THE SAME FACTORS (COMPARABILITY, CREDENTIALS, EXPERIENCE, ETC.) WITH THE PRESIDENT/CEO (IN CONSULTATION WITH EXECUTIVE STAFF) MAKING THE FINAL DECISION REGARDING MELMARK'S AUTHORIZED SALARY RANGE FOR THE POSITION. AS WITH THE EXECUTIVE COMPENSATION PLAN, ALL SUPPORTING DATA, DISCUSSION AND THE FINAL DISPOSITION IS DOCUMENTED. |
| Form 990, Part VI, Line 19 Required documents available to the public | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURES AS SET FORTH IN SECTION 6104(D). |
| Form 990, Part XI, Line 9 Other changes in net assets or fund balances | CHANGE IN CASH SURRENDER VALUE OF SPLIT DOLLAR LIFE AGREEMENT - 30655; CAPITAL CONTRIBUTION TO MELMARK NEW ENGLAND, INC. - -1000000; Total - -969345; |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELMARK INVESTMENTS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2600 WAYLAND ROAD | AddressLine1Txt |
| City | BERWYN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19312 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236399542 | EIN |
| Primary Activities | SUPPORTING ORGANIZATION OF MELMARK, INC. | PrimaryActivitiesTxt |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Total Income | $2,053,000 | TotalIncomeAmt |
| End Of Year Assets | $100,155,172 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELMARK INC | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MELMARK NEW ENGLAND INC | ||||||||||
| 461 RIVER ROAD | ANDOVER | MA | 01810 | 043563345 | SUPPORTING ORGANIZATION OF MELMARK, INC. | MA | 501(c)(3) | Type II | MELMARK SERVICES | false |
| MELMARK SERVICES | ||||||||||
| 2600 WAYLAND ROAD | BERWYN | PA | 19312 | 271707194 | SOLE MEMBER | PA | 501(c)(3) | Type II | NA | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
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