2026-05-15T12:02:33-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 293 EISENHOWER PARKWAY LIVINGSTON NJ 07039 990 2024-07-01 223265546 SERV FOUNDATION INC SERV 6094060100 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 BOB ROSVOLD CHIEF FINANCIAL OFFICER 6094060100 2026-05-14 1 0 BRIDGET HARTNETT P01429163 9739949494 2026-05-14 2024 2025-03-06 01:10:19Z BOB ROSVOLD 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 794865 0 X WWW.SERVBHS.ORG X 1993 NJ TO PROVIDE INNOVATIVE PROGRAMS FOR INDIVIDUALS IN SERV BEHAVIORAL HEALTH SYSTEM, INC.'S FAMILY OF COMPANIES WHO STRUGGLE WITH DEBILITATING MENTAL ILLNESSES OR INTELLECTUAL/DEVELOPMENTAL DISABILITIES. BY CREATING PARTNERSHIPS WITH INDIVIDUALS AND ORGANIZATIONS, THE FOUNDATION DEVELOPS AWARENESS IN THE COMMUNITY AND PROVIDES FINANCIAL SUPPORT FOR EXCEPTIONAL PROGRAMS BENEFITING OUR CONSUMERS, THEIR FAMILIES AND THE COMMUNITY AT LARGE. 9 8 0 19 0 0 1805354 320583 0 0 193466 370313 61386 -16567 2060206 674329 1500000 959 0 0 224969 151748 0 0 261420 315404 529418 2040373 682125 19833 -7796 13236370 16002690 1254675 2981084 11981695 13021606 X TO PROVIDE INNOVATIVE PROGRAMS FOR INDIVIDUALS IN SERV BEHAVIORAL HEALTH SYSTEM, INC.'S FAMILY OF COMPANIES WHO STRUGGLE WITH DEBILITATING MENTAL ILLNESSES OR INTELLECTUAL/DEVELOPMENTAL DISABILITIES. BY CREATING PARTNERSHIPS WITH INDIVIDUALS AND ORGANIZATIONS, THE FOUNDATION DEVELOPS AWARENESS IN THE COMMUNITY AND PROVIDES FINANCIAL SUPPORT FOR EXCEPTIONAL PROGRAMS BENEFITING OUR CONSUMERS, THEIR FAMILIES AND THE COMMUNITY AT LARGE. 0 0 2119 959 THE SERV FOUNDATION, INC. HAS PROVIDED FINANCIAL SUPPORT TO SERV BEHAVIORAL HEALTH SYSTEM, INC.'S FAMILY OF SEPARATELY INCORPORATED NON-PROFIT SERVICE ORGANIZATIONS SINCE 1994. THE FOUNDATION RAISES FUNDS FROM INDIVIDUALS IN THE COMMUNITY AND CORPORATE PARTNERS. THE SERV FOUNDATION, INC.'S SIGNATURE ANNUAL FUNDRAISING EVENT, VOLLEY FOR SERV, ATTRACTS TENNIS PLAYERS AND GOLFERS FROM NEW JERSEY AND PENNSYLVANIA AND HAS RAISED HUNDREDS OF THOUSANDS OF DOLLARS TO SUPPORT SERV'S PROGRAMS. THE SERV FOUNDATION, INC. ALSO HAS AN EXTENSIVE GRANT-WRITING PROGRAM AND APPROACHES FEDERAL, STATE, AND MUNICIPAL ENTITIES, AS WELL AS PRIVATE FOUNDATIONS. THE FOUNDATION INTRODUCED W.E.L.L. POWER (WELLNESS, EMPOWERMENT, LEARNING, AND LIVING) IN 2002 TO EDUCATE AND SUPPORT SERV INDIVIDUALS IN SERV'S CARE TOWARD THEIR OVERALL WELLNESS GOALS. IN 2004, THE SERV FOUNDATION. INC. INITIATED THE CONSUMER SCHOLARSHIP FUND TO HELP THE INDIVIDUALS WE SERVE ACHIEVE THEIR EDUCATIONAL GOALS. RECENTLY, THE FOUNDATION HAS EXPANDED ITS EFFORTS TO SUPPORT STAFF ENGAGEMENT AND WELL-BEING FOR THE 800+ TEAM MEMBERS WHO PROVIDE COMPASSIONATE CARE TO INDIVIDUALS IN SERV'S CARE. THE SERV FOUNDATION, INC. ALSO PROVIDES FUNDS TO MAKE SIGNIFICANT REPAIRS AND IMPROVEMENTS TO SERV BEHAVIORAL HEALTH SYSTEM, INC.'S FACILITIES AND DOWN PAYMENTS TO PURCHASE HOMES FOR SERV PROGRAMS. 2119 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 15 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 0 0 0 NJ X BOB ROSVOLD CHIEF FINANCIAL OFFICER 6094060100 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 REGINA WIDDOWS CHIEF EXECUTIVE OFFICER/PRESIDENT 2.00 38.00 X X 0 489362 47584 ANDRE CALDINI CHAIRPERSON 5.00 0.00 X X 0 0 0 RICH DIACONT CHAIRPERSON 5.00 1.00 X X 0 0 0 WARD BAUMAN SECRETARY 2.00 0.00 X X 0 0 0 BARBARA BYRNE CPA BOARD MEMBER 2.00 0.00 X 0 0 0 PETER POGANY RP BOARD MEMBER 2.00 0.00 X 0 0 0 RAVI KHEHAR BOARD MEMBER 2.00 0.00 X 0 0 0 KISHA ROSE BOARD MEMBER 2.00 0.00 X 0 0 0 MEGAN CALLAHAN SHERMAN BOARD MEMBER 2.00 0.00 X 0 0 0 VALERIE DION CHIEF LEGAL OFFICER 2.00 38.00 X 0 218217 37156 PAULINE SIMMS CHIEF OPERATING OFFICER 2.00 38.00 X 0 190129 43487 ROBERT BACON CHIEF OPERATING OFFICER 2.00 38.00 X 0 229211 24368 ROBERT ROSVOLD CHIEF FINANCIAL OFFICER 2.00 38.00 X 0 210022 42997 CAROLYN MAYO SENIOR VP DEVELOPING & MARKETING 2.00 38.00 X 0 139562 29364 AHMED TAYLOR SENIOR VICE PRESIDENT, PROPERTIES AND MANAGEMENT 2.00 38.00 X 0 137363 46582 ASTRID HERRERA SENIOR VICE PRESIDENT, QUALITY AND COMPLIANCE 2.00 38.00 X 0 145273 24251 PAUL LUBIAK SENIOR VICE PRESIDENT, IT & BUSINESS TRANSFORMATIO 2.00 38.00 X 0 143210 37556 MARINDA WALLER SENIOR VICE PRESIDENT, ACCESS AND CONTINUUM OF CAR 2.00 38.00 X 0 173183 9157 0 2075532 342502 0 0 1 0 0 113467 207116 50198 320583 341206 341206 51960 0 51960 51960 51960 29107 0 29107 29107 29107 52009 113467 120536 -68527 -68527 674329 0 0 353746 X 959 959 119316 119316 8786 8786 15814 15814 7832 7832 4054 4054 6913 6913 29319 29319 125564 125564 15968 15968 3912 3912 26990 13495 13495 94567 94567 675 32 643 23905 23905 258 258 STAFF APPRECIATION EVEN 99307 99307 EVENTS 77277 77277 MAINTENANCE REPAIRS 6405 6405 DUES & SUBSCRIPTIONS 4579 2290 2289 9725 1160 8565 682125 2119 418586 261420 242632 354939 145666 164438 250 24455 129522 -8054 257989 226954 108855 21166 767000 208198 560098 558802 11314980 12691099 476378 1968891 13236370 16002690 284371 378253 94696 20854 875608 2581977 1254675 2981084 X 11811977 12851888 169718 169718 11981695 13021606 13236370 16002690 -7796 1047707 0 X X 0 0 0 X 1345563 175364 3125121 1805354 320583 6771985 1345563 175364 3125121 1805354 320583 6771985 6771985 1018729 176435 134581 242432 393166 1965343 8737328 0.77510 0.78700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 187907 187907 362093 189346 172747 217000 18852 198148 558802 DUE FROM AFFLILIATES 1968891 1968891 DUE TO AFFLILIATES 2581977 2581977 X PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS IN REGARD TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE ORGANIZATION'S POLICY IS TO RECOGNIZE INTEREST AND PENALTIES ON UNRECORDED TAX BENEFITS IN INCOME TAX EXPENSE. NO INTEREST AND PENALTIES WERE RECORDED DURING 2025 AND 2024. AT JUNE 30, 2025 AND 2024, THERE ARE NO SIGNIFICANT INCOME TAX UNCERTAINTIES. VOLLEY FOR SERV 2024 67196 31666 35530 465 25312 1850 15851 VOLLEY FOR SERV 2025 79990 66411 13579 164 31413 12483 1 18290 15390 2900 15826 11250 5922 165476 113467 52009 629 72551 13100 34256 120536 -68527 X X 0 0 0 0 0 0 0 0 0 REGINA WIDDOWS CHIEF EXECUTIVE OFFICER/PRESIDENT 0 489362 0 0 0 0 0 31150 0 16434 0 536946 0 0 VALERIE DION CHIEF LEGAL OFFICER 0 218217 0 0 0 0 0 27082 0 10074 0 255373 0 0 ROBERT BACON CHIEF OPERATING OFFICER 0 229211 0 0 0 0 0 23346 0 1022 0 253579 0 0 ROBERT ROSVOLD CHIEF FINANCIAL OFFICER 0 210022 0 0 0 0 0 17344 0 25653 0 253019 0 0 PAULINE SIMMS CHIEF OPERATING OFFICER 0 190129 0 0 0 0 0 27100 0 16387 0 233616 0 0 AHMED TAYLOR SENIOR VICE PRESIDENT, PROPERTIES AN 0 137363 0 0 0 0 0 21117 0 25465 0 183945 0 0 MARINDA WALLER SENIOR VICE PRESIDENT, ACCESS AND CO 0 173183 0 0 0 0 0 1172 0 7985 0 182340 0 0 PAUL LUBIAK SENIOR VICE PRESIDENT, IT & BUSINESS 0 143210 0 0 0 0 0 12100 0 25456 0 180766 0 0 ASTRID HERRERA SENIOR VICE PRESIDENT, QUALITY AND C 0 145273 0 0 0 0 0 0 0 24251 0 169524 0 0 CAROLYN MAYO SENIOR VP DEVELOPING & MARKETING 0 139562 0 0 0 0 0 19545 0 9819 0 168926 0 0 X 50198 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS SERV BEHAVIORAL HEALTH SYSTEM, INC. FORM 990, PART VI, SECTION A, LINE 7A SERV BEHAVIORAL HEALTH SYSTEM, INC., THE SOLE MEMBER OF THE ORGANIZATION, ACTING THROUGH ITS BOARD OF DIRECTORS HAS THE SOLE POWER TO APPROVE THE DIRECTORS OF THE ORGANIZATION AND THE SOLE POWER TO REMOVE OFFICERS AND DIRECTORS WITH AND WITHOUT CAUSE. FORM 990, PART VI, SECTION A, LINE 7B SERV BEHAVIORAL HEALTH SYSTEM, INC., THE SOLE MEMBER OF THE ORGANIZATION, ACTING THROUGH ITS OARD OF DIRECTORS HAS THE POWER TO 1)APPROVE THE SELECTION OF THE CHIEF OPERATING OFFICER 2)AMEND THE CERTIFICATE OF INCORPORATION AND THE BYLAWS 3)DISPOSE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE ORGANIZATION 4)APPROVE THE ANNUAL AND ANY CAPITAL BUDGET 5)MERGE, CONSOLIDATE, DISSOLVE, OR OTHERWISE CHANGE THE CORPORATE STRUCTURE OF THE ORGANIZATION 6)APPROVE ALL EXPENDITURES EXCEEDING $50,000, NOT INCLUDED IN THE APPROVED BUDGET 7)SELECT THE ATTORNEY AND APPROVE THE CERTIFIED PUBLIC ACCOUNTANT FOR THE ORGANIZATION 8)APPROVE THE PURCHASE, SALE, EXCHANGE, CONVEYANCE, OR LEASE FOR A TERM IN EXCESS OF THREE YEARS OF REAL ASSETS, THE BORROWING OF MONEY, THE ISSUANCE OF NOTES OR BONDS OR THE REPAYMENTS THEREOF WITH INTEREST, AND THE GRANTING OF SUCH PLEDGES, MORTGAGES, OR OTHER SECURITY INTERESTS WITH RESPECT TO PROPERTY AS SHALL BE REQUIRED THEREIN UPON SUCH TERMS AND CONDITIONS AS SHALL HAVE BEEN RECOMMENDED BY THE BOARD OF DIRECTORS 9)REQUIRE THE CERTIFIED AUDIT OF CORPORATE FUNDS AT ANY TIME 10)AUTHORIZE ANY FUND DRIVE OR SOLICITATION OFFERS. FORM 990, PART VI, SECTION A, LINE 8B ONLY THE SERV BEHAVIORAL HEALTH SYSTEM BOARD CAN MAKE DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER WILL PERFORM AN INITIAL REVIEW. ONCE THE CFO APPROVES THE DRAFT, THE 990 IS PROVIDED TO THE FINANCE COMMITTEE AND BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A COMPLIANCE OFFICER WHO CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. THE POLICY COVERS EMPLOYEES, CONTRACTORS, AND BOARD MEMBERS. BOARD MEMBERS ARE REQUIRED TO FILL OUT ANNUAL CONFLICT OF INTEREST QUESTIONNAIRES. ANY CONFLICTS ARE DETERMINED BY THE COMPLIANCE OFFICER AND THE COMPLIANCE COMMITTEE. IF A CONFLICT IS DISCOVERED, A CONFLICT MANAGEMENT PLAN IS PUT INTO PLACE TO MANAGE THE CONFLICT. IF BOARD MEMBERS AND OFFICERS HAVE ANY CONFLICTS, THEY ABSTAIN FROM ANY BOARD VOTES OR DECISIONS WHICH INVOLVE THE CONFLICT. FAMILY AND BUSINESS RELATIONSHIPS ARE EXPRESSLY MENTIONED IN THE POLICY AS SOURCES OF POTENTIAL CONFLICT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL CONSULTING FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 125,564. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,564. FORM 990 PART XII, LINE 2B: THE ORGANIZATION'S 2025 AUDIT HAS NOT YET BEEN STARTED AS OF THE DATE OF THE FILING OF THIS FORM 990. FORM 990 PART XII, LINE 2C: THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. SERV BEHAVIORAL HEALTH SYSTEM INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 223560510 HOLDING COMPANY FOR SERV CENTERS OF NJ INC AND OTHER RELATED ORGANIZATIONS NJ 501(C)(3) LINE 7 N/A 0 SERV CENTERS OF NEW JERSEY INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 222090976 OFFERS SOCIAL, EDUCATIONAL, RESIDENTIAL, AND VOCATIONAL SERVICES NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 SERV PROPERTIES AND MANAGEMENT INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 223265548 SUPPORTING ORGANIZATION FOR RELATED ORGANIZATIONS NJ 501(C)(3) LINE 12A, I SERV FOUNDATION INC 1 SERV CENTERS HOUSING CORPORATION INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 222284195 PROVIDES HOUSING FOR USE BY SEVERLY MENTLLY DISABLED PERSONS NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 SERV ACHIEVEMENT CENTERS INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 222775481 PROVIDES HIGH QUALITY CARE AND REHABILIATION FOR PEOPLE WITH DISABILITIES NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 CIFA II INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 223198050 GROUP HOME FOR THE DEVELOPMENTALLY DISABLED LOCATED IN PRINCETON, NJ NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 CIFA III INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 223436040 GROUP HOME FOR THE DEVELOPMENTALLY DISABLED LOCATED IN LAWRENCEVILLE, NJ NJ 501(C)(3) LINE 12B, II SERV BEHAVIORAL HEALTH SYSTEM INC 1 CIFA FOUNDATION INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 223264933 TO PROVIDE FINANCIAL ASSISTANCE AND SUPPORT TO RELATED ORGANIZATIONS NJ 501(C)(3) LINE 12B, II SERV BEHAVIORAL HEALTH SYSTEM INC 1 258 CUMBERLAND AVENUE INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 223271130 GROUP HOME FOR THE DEVELOPMENTALLY DISABLED NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 1 SERV CONNECT INC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 842659319 RESIDENTIAL CRISIS ASSESSMENT AND STABILIZATION SERVICES NJ 501(C)(3) LINE 7 SERV BEHAVIORAL HEALTH SYSTEM INC 0 ADVANCED HEALTH MANAGEMENT LLC 3 AAA DRIVE SUITE 101 HAMILTON NJ 08691 233470979 MANAGEMENT SERVICES NJ SERV FOUNDATION INC MANAGEMENT SERVICES 1 1 0.80000 1 1 1 1 1 0 0 0 0 1 1 1 0 1 1 1 1 0 0