2026-05-15T06:34:13+00:00 2025-06-30 135381590 BDO USA 1801 MARKET ST STE 1200 PHILADELPHIA PA 191031634 990 2024-07-01 236399542 MELMARK INC MELM 6103254700 2600 WAYLAND ROAD BERWYN PA 19312 RITA M GARDNER MPH LABA BCBA PRESIDENT/CEO 6103531726 2026-05-15 true SAMANTHA BOKORI P01057347 2155641900 2026-05-12 2024 2025-03-06 01:10:19Z RITA M GARDNER MPH LABA BCBA 2600 WAYLAND ROAD BERWYN PA 19312 81521513 false X WWW.MELMARK.ORG X 1965 DE MELMARK PROVIDES SPECIALIZED PROGRAMS TO ENHANCE THE LIVES OF INDIVIDUALS WITH AUTISM, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 13 12 1732 125 0 33269657 1637100 121314782 74731905 1661434 1967179 527988 271794 156773861 78607978 0 0 102465059 60851671 28200 423260 21393750 11271384 123858809 72151255 32915052 6456723 189729833 168855420 37566147 24545275 152163686 144310145 X 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. false false 27565207 31676412 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. 13509015 14916045 (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. 11940859 14705377 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. 7113284 7748205 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. 5233394 5942278 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. 12346678 13690483 65361759 true true false true false false false false true true true true false true true true false true false false false false false true true false false false false true true false false false false false true false false true false true false false false true true false false false false true 114 0 true 1732 true false false false false false true true false false false false false false X 13 12 true false false false true true true true true false false false true true true true true true true true false false MA NC PA X X THOMAS J CROFCHECK VP & CFO 6103254935 2600 WAYLAND ROAD BERWYN PA 19312 JAMES STAHLE BOARD VICE CHAIR (AS OF 10/2024) 1.0 2.0 X X 0 0 0 LAWRENCE CANCRO BOARD CHAIR (THRU 10/2024); PAST CHAIR (AS OF 10/2024) 1.0 2.0 X X 0 0 0 MARY MAURER BSN RN CEN BOARD SECRETARY 1.0 2.0 X X 0 0 0 MAUREEN MCMAHON MD BOARD CHAIR (AS OF 10/2024) 1.0 2.0 X X 0 0 0 PETER J TROY BOARD FINANCE CHAIR 1.0 2.0 X X 0 0 0 RITA M GARDNER MPH LABA BCBA PRESIDENT/CEO 60.0 4.0 X X 813299 0 41689 CLIVE MENDELOW LLB BOARD MEMBER 1.0 1.0 X 0 0 0 GARRETT KIRK BOARD MEMBER 1.0 1.0 X 0 0 0 GREGORY STRAKOSCH BOARD MEMBER 1.0 1.0 X 0 0 0 JAMES ALEX BOARD MEMBER 1.0 1.0 X 0 0 0 JESCAH APAMO-GANNON PHD BCBA-D LABA BOARD MEMBER 1.0 0 X 0 0 0 KIMBERLY THURMOND BOWDRE DPM BOARD MEMBER 1.0 0 X 0 0 0 LESLEY RUSSELL MBCHB MRCP BOARD MEMBER (THRU 10/2024) 1.0 0 X 0 0 0 MARY GENE CLAVIN BOARD MEMBER 2.0 2.0 X 0 0 0 FRANK BIRD MED LABA BCBA Executive Vice President 48.0 2.0 X 359747 0 60062 HELENA MAGUIRE MS LABA BCBA VP and Chief Clinical Officer 48.0 2.0 X 316086 0 58502 KAREN J MATTOX ASSISTANT BOARD SECRETARY 43.0 2.0 X 134807 0 27900 SHAWN QUIGLEY PHD BCBA-D CHIEF OPERATING OFFICER 39.0 2.0 X 285338 0 52951 THOMAS J CROFCHECK CPA Vice President & CFO 39.0 2.0 X 286531 0 30905 WILLIAM AHEARN MBA CPA VICE PRESIDENT OF BUSINESS OPERATIONS 40.0 1.0 X 278401 0 28600 MARGARET HAAG MED BCBA LSW EXECUTIVE DIRECTOR, PENNSYLVANIA 48.0 0 X 198186 0 35052 ABU SESAY RESIDENTIAL AIDE 52.0 0 X 148276 0 22923 ASHLEY BENEDETTO SENIOR DIRECTOR OF EDUCATIONAL SERVICES 40.0 0 X 151778 0 12117 CYNTHIA TOPPAR LEAD RESIDENTIAL AIDE 80.0 0 X 148121 0 6235 LINDSEY DUNN CHIEF HUMAN RESOURCES OFFICER 40.0 0 X 161347 0 35068 MARY RICHIUTTI SENIOR DIRECTOR OF HEALTHCARE 41.0 0 X 153924 0 0 3435841 0 412004 133 false true false VANTAGE BUILDERS INC 204 SECOND AVENUE WALTHAM MA 02451 CONSTRUCTION 1756958 LINTON FOOD MANAGEMENT SERVICES 2947 FELTON RD NORRISTOWN PA 19401 FOOD SERVICES 1293728 C RAYMOND DAVIS & SONS INC 2124 KIMBERTON ROAD PO BOX 157 KIMBERTON PA 19442 CONSTRUCTION 737821 CAVENEY ARCHITECTURAL COLLABORATIVE 128 WARREN ST LOWELL MA 01852 CONSTRUCTION 564249 COMINI & SON INC 12 ESSEX LANE PEABODY MA 01960 CLEANING SERVICES 421315 15 137231 109452 1390417 53298 1637100 RESIDENTIAL FEES 623000 52118485 52118485 EDUCATION FEES 623000 14892099 14892099 DAY PROGRAM FEES 623000 7721321 7721321 0 0 0 0 74731905 1761865 1761865 0 0 2947871 69429 2731056 80930 216815 -11501 205314 205314 102931 137231 101549 1382 1382 14000 14000 14000 FOOD RELATED REVENUE 623000 136243 136243 MISCELLANEOUS REVENUE 623000 120169 120169 0 0 0 0 256412 78607978 74988317 0 1982561 3298571 585398 2713173 46806817 43091891 3439329 275597 1630012 1424769 195860 9383 5520766 5429238 72644 18884 3595505 3329267 245155 21083 84695 84695 170901 170901 7500 7500 28200 28200 68891 68891 755778 676323 79455 0 17960 17960 632011 98377 513802 19832 196645 11381 169140 16124 2431308 2406977 23707 624 461905 333739 123851 4315 121588 80363 41225 298255 298255 2996152 2785441 210711 469512 391634 75209 2669 FOOD 2319861 2279333 34561 5967 PA ICF PROVIDER TAX 1020855 1020855 PROGRAM SUPPLIES 732328 732328 RECRUITING 342605 139012 203458 135 -1857366 247178 -2124991 20447 72151255 65361759 6366236 423260 25224 1109852 11517823 9726290 720548 462387 9775093 7601335 1156742 0 1898940 684498 79793019 39604884 68161707 40188135 69688702 80147662 19442513 18383114 0 8499283 9395405 189729833 168855420 12340801 7653543 14961500 13811951 125608 0 2302014 26714 7961832 2927459 37566147 24545275 X 97109376 90245934 55054310 54064211 152163686 144310145 189729833 168855420 X 6456723 10369052 -23709971 -969345 X false true true true true X 25603135 3450130 2693822 33269657 1637100 66653844 96825650 103833627 108566248 121922816 74988317 506136658 0 0 0 122428785 107283757 111260070 155192473 76625417 572790502 21660969 0 0 0 0 21660969 37523671 41322583 44346556 46161198 63075710 232429718 59184640 41322583 44346556 46161198 63075710 254090687 318699815 648887 785883 1057854 1447447 1761865 5701936 0 648887 785883 1057854 1447447 1761865 5701936 0 0 0 0 0 0 0 123077672 108069640 112317924 156639920 78387282 578492438 0.55091 0.6113 0.01 0.01 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 7500 7500 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY 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. false true X 77376686 484535 11639653 1000000 88500874 40164986 30993839 6457861 240000 77376686 35514664 799271 4251051 400000 40164986 38733210 237898 -3456444 35514664 9395359 21715268 7622583 38733210 0.607 0.0 0.393 false false 1370274 1370274 51572653 25954152 25618501 18838506 8011389 10827117 7612273 5639343 1972930 399313 399313 40188135 Closely-held equity interests Financial derivatives FIXED INCOME MUTUAL FUNDS 18383114 18383114 SELF INSURANCE 60000 457 ASSET 916300 DUE FROM AFFILIATES 8419105 9395405 Federal Income Taxes OTHER LIABILITIES THIRD PARTY SETTLEMENTS 1016159 BENEFIT LIABILITY 895000 SPLIT DOLLAR LOAN POLICY 100000 457 LIABILITY 916300 LEASE LIABILITIES, NET OF CURRENT PORTION 2927459 X 0 0 0 0 0 0 0 0 0 0 0 0 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. X X X X X X X true CARRIE M EATON 58 EAST SWEDESFORD RD APT 405 MALVERN PA 193551692 EVENT PLANNING false 0 28200 -28200 0 28200 -28200 MA NC PA HUBERT J.P. SCHOEMAKER CLASSIC 227662 127731 99931 1402 69835 21392 8359 GALA 12500 9500 3000 561 0 240162 137231 102931 1402 69835 21392 8920 101549 1382 X X X X X false true false false false false false false false RITA M GARDNER MPH LABA BCBA PRESIDENT/CEO 807628 0 985 0 4686 0 36300 0 5389 0 854988 0 0 0 WILLIAM AHEARN MBA CPA VICE PRESIDENT OF BUSINESS OPERATIONS 271041 0 860 0 6500 0 27214 0 1386 0 307001 0 0 0 FRANK BIRD MED LABA BCBA Executive Vice President 353928 0 985 0 4834 0 36300 0 23762 0 419809 0 0 0 THOMAS J CROFCHECK CPA Vice President & CFO 279421 0 610 0 6500 0 25700 0 5205 0 317436 0 0 0 HELENA MAGUIRE MS LABA BCBA VP and Chief Clinical Officer 308601 0 985 0 6500 0 32431 0 26071 0 374588 0 0 0 KAREN J MATTOX ASSISTANT BOARD SECRETARY 128447 0 6360 0 0 0 12167 0 15733 0 162707 0 0 0 SHAWN QUIGLEY PHD BCBA-D CHIEF OPERATING OFFICER 278328 0 510 0 6500 0 28940 0 24011 0 338289 0 0 0 MARGARET HAAG MED BCBA LSW EXECUTIVE DIRECTOR, PENNSYLVANIA 191126 0 560 0 6500 0 28941 0 6111 0 233238 0 0 0 ASHLEY BENEDETTO SENIOR DIRECTOR OF EDUCATIONAL SERVICES 147343 0 4435 0 0 0 11616 0 501 0 163895 0 0 0 LINDSEY DUNN CHIEF HUMAN RESOURCES OFFICER 160354 0 585 0 408 0 12873 0 22195 0 196415 0 0 0 MARY RICHIUTTI SENIOR DIRECTOR OF HEALTHCARE 152268 0 1656 0 0 0 0 0 0 0 153924 0 0 0 ABU SESAY RESIDENTIAL AIDE 145585 0 2691 0 0 0 8264 0 14659 0 171199 0 0 0 CYNTHIA TOPPAR LEAD RESIDENTIAL AIDE 147061 0 1060 0 0 0 6235 0 0 0 154356 0 0 0 Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan 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. A NATIONAL FINANCE AUTHORITY 2022-08-12 9215160 2022 SERIES A TO REDEEM AND PAY THE OUTSTANDING PRINCIPAL AND INTEREST ON THE SERIES 2015 BOND. false false false B NATIONAL FINANCE AUTHORITY 2022-08-12 5200000 2022 SERIES B TO FINANCE CERTAIN CAPITAL PROJECTS AND BOND ISSUANCE COSTS. false false false A 1122390 9215160 263966 8951194 2022 false false true true B 5200000 148953 5051047 2023 false false true true 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 A false false false false false false 0 false false false 0 false false true B false false false false false false 0 false false false 0 false false true A true B true RITA M GARDNER MPH LABA BCBA PRESIDENT/CEO BUY LIFE INSURANCE POLICY X 1134000 1156742 false true true 1156742 FRANK BIRD FAMILY RELATION TO PRESIDENT AND CEO 359747 EMPLOYMENT COMPENSATION false ELLA GARDNER-BIRD FAMILY RELATION TO PRESIDENT AND CEO 74084 EMPLOYMENT COMPENSATION false Schedule L, Part II 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. 2 53298 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - THE NUMBER OF CONTRIBUTIONS FOR SECURITIES IS THE NUMBER OF SEPARATE DONATIONS, NOT THE NUMBER OF SHARES OF STOCK. 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; MELMARK INVESTMENTS LLC 2600 WAYLAND ROAD BERWYN PA 19312 236399542 SUPPORTING ORGANIZATION OF MELMARK, INC. DE 2053000 100155172 MELMARK INC 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 false true false false false false false false false false false false false false true true true false false