2024-05-15T09:05:56-05:00 2023-06-30 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2022-07-01 541691952 CHIMES VIRGINIA INC CHIM 4103586400 4815 SETON DRIVE BALTIMORE MD 21215 KEVIN ZGORSKI TREASURER/CFO 4103586400 2024-05-02 1 KEVIN ZGORSKI 999009999 1 KRISTEN BARNETT P01234578 8133162300 2024-05-02 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHEN DARE 4815 SETON DRIVE BALTIMORE MD 21215 7495476 0 X WWW.CHIMES.ORG X 1994 VA TO SUPPORT PEOPLE WITH DISABILITIES TO ENGAGE MORE FULLY IN LIFE'S OPPORTUNITIES. 12 10 148 10 0 0 0 0 5950524 7494021 58715 0 377 1455 6009616 7495476 0 0 0 0 4306278 4855199 0 0 0 2448595 2400303 6754873 7255502 -745257 239974 1771586 3252599 606556 1847595 1165030 1405004 X TO SUPPORT PEOPLE WITH DISABILITIES TO ENGAGE MORE FULLY IN LIFE'S OPPORTUNITIES. 0 0 5350498 6689990 CHIMES VIRGINIA IS A LEADING PROVIDER OF COMMUNITY SERVICES FOR ADULTS WITH INTELLECTUAL DISABILITIES, AUTISM, AND CO-OCCURRING DISABILITIES. THE GOAL OF THE SERVICES PROVIDED IS TO ENSURE THAT ALL PEOPLE WITH INTELLECTUAL AND BEHAVIORAL CHALLENGES CAN ACHIEVE THEIR FULLEST POTENTIAL.WITH SERVICES AND SUPPORTS PROVIDED THROUGHOUT NORTHERN VIRGINIA, CHIMES TAILORS ITS OFFERINGS TO THE UNIQUE AND CHANGING NEEDS AND PREFERENCES OF THE INDIVIDUALS THE ORGANIZATIONS SERVES. A FULL ARRAY OF SERVICES EMPHASIZES CHOICE, DIVERSITY OF OPPORTUNITIES, AND FULL COMMUNITY PARTICIPATION THAT SPANS EVERY STAGE OF LIFE, ENABLING THE PEOPLE CHIMES SERVES TO FULFILL THEIR GOALS AND DREAMS AND MAXIMIZE THEIR INDEPENDENCE.SERVICES AND PROGRAMS:COMMUNITY LIVING OPTIONS - CHIMES VIRGINIA OFFERS TRADITIONAL RESIDENTIAL LIVING OPTIONS AND STAFFING SUPPORTS TO ENABLE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES AND RELATED CONDITIONS TO LIVE IN COMMUNITY-BASED SETTINGS THROUGHOUT NORTHERN VIRGINIA. TRADITIONAL RESIDENTIAL OPTIONS INCLUDE AGENCY-OPERATED SINGLE-FAMILY HOMES FOR ADULTS WHO CHOSE TO LIVE WITH ROOMMATES AND MAY REQUIRE 24-HOUR SUPPORT. EACH HOME SUPPORTS FOUR OR FIVE PEOPLE. MANY HOMES ARE FULLY ACCESSIBLE WITH SPECIALIZED ADAPTIVE EQUIPMENT TO MEET THE NEEDS OF THE PROGRAM PARTICIPANTS. BEYOND ENSURING HEALTH AND SAFETY, CHIMES' STAFF ASSISTS INDIVIDUALS TO BECOME AS INDEPENDENT AS POSSIBLE BY HELPING THEM TO ACQUIRE NEW SKILLS, WHILE GIVING THEM OPPORTUNITIES TO PURSUE THEIR INTERESTS IN THE COMMUNITY. 520955 804031 ADULT DAY SERVICES - CHIMES VIRGINIA OFFERS A VARIETY OF DAY SUPPORT AND VOLUNTEER OPTIONS TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES THROUGHOUT NORTHERN VIRGINIA. THESE SERVICES ARE PROVIDED IN CHIMES' FAIRFAX COUNTY FACILITY AND IN COMMUNITY-BASED SETTINGS. THE PROGRAM EMPHASIZES ENRICHMENT ACTIVITIES, SKILL ACQUISITION, AND FULL COMMUNITY INTEGRATION AND PARTICIPATION.THROUGH AN EXPANDING NUMBER OF COMMUNITY PARTNERSHIPS, THE PEOPLE CHIMES SERVES HAVE THE OPPORTUNITY TO VOLUNTEER WITH ORGANIZATIONS IN THE COMMUNITY SUCH AS MEALS ON WHEELS, WORLD HOPE INTERNATIONAL, SHELTER HOUSE, AND FOUR HOPE'S TREASURES, AMONG OTHERS. EACH VOLUNTEER EXPERIENCE IS GEARED TO TEACHING THE PROGRAM PARTICIPANT SPECIFIC JOB SKILLS, WORK ETHIC, AND INTERPERSONAL SKILLS. IN GIVING BACK TO THE COMMUNITY, PARTICIPANTS ALSO GAIN A SENSE OF PRIDE AND CONFIDENCE, WHILE DEVELOPING MEANINGFUL RELATIONSHIPS AND ENGAGING IN NEW EXPERIENCES. 5871453 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 1 148 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 VA X X STEPHEN DARE 4103586400 4815 SETON DRIVE BALTIMORE MD 21215 STEPHEN DARE PRESIDENT/CEO 3.00 52.00 X X 0 519460 56828 KEVIN ZGORSKI TREASURER/CFO 3.00 52.00 X X 0 268906 17694 ERIC DANIELSON CHAIRPERSON 2.00 10.00 X 0 0 0 KAREN HOLCOMB DIRECTOR 2.00 8.00 X 0 0 0 GEORGE ZUMBANO ESQ DIRECTOR 2.00 8.00 X 0 0 0 DIMITRIOS CAVATHAS DIRECTOR 2.00 8.00 X 0 0 0 LISA HANES DIRECTOR 2.00 8.00 X 0 0 0 REETIKA KUMAR DIRECTOR 2.00 8.00 X 0 0 0 LIONEL LYLE DIRECTOR 2.00 8.00 X 0 0 0 MICHAEL MITCHELL DIRECTOR 2.00 8.00 X 0 0 0 MARK WOODWARD DIRECTOR 2.00 8.00 X 0 0 0 PAMELA OWENS DIRECTOR 2.00 8.00 X 0 0 0 BRIAN K JOHNSON CHIEF INFORMATION OFFICER 2.00 46.00 X 0 302576 48451 KATHLEEN M MCPEAKE ESQ CHIEF COMPLIANCE OFFICER 2.00 46.00 X 0 246983 55160 TERENCE G BLACKWELL JR FORMER PRESIDENT/CEO 0.00 0.00 X 0 567413 9573 STACY DISTEFANO FORMER CHIEF OPERATING OFFICER 0.00 0.00 X 0 164000 0 0 2069338 187706 0 1 1 0 DELTA-T GROUP OF MARYLAND INC PO BOX 884 BRYN MAWR PW 19010 TEMP LABOR 202802 1 MEDICARE/MEDICAID PAY. 624100 6579510 6579510 FEES FROM GOVERNMENT 624100 914511 914511 7494021 OTHER INCOME 900099 1455 1455 1455 7495476 7494021 0 1455 3928866 3179401 749465 114229 92439 21790 334536 270720 63816 477568 386468 91100 12084 9779 2305 1876 1518 358 279252 225982 53270 334948 271054 63894 5383 4356 1027 27454 22217 5237 273968 221706 52262 87735 70999 16736 CENTRAL AGENCY ADMIN EX 538416 435709 102707 TEMPORARY STAFF 385372 311859 73513 FOOD 162578 131565 31013 VEHICLES 111780 90457 21323 179457 145224 34233 7255502 5871453 1384049 0 2752 2540 1145688 893201 48987 52060 1361511 1209873 152673 151638 421486 2153160 1771586 3252599 528134 553508 78422 1294087 606556 1847595 X 1165030 1405004 1165030 1405004 1771586 3252599 239974 0 X X 0 1 X 1 1 1 X 17803 329921 347724 5788188 5497291 4720056 5950524 7494021 29450080 5788188 5515094 5049977 5950524 7494021 29797804 0 0 0 29797804 132129 377 1455 133961 5788188 5515094 5182106 5950901 7495476 29931765 0.99550 0.99540 0.00000 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 132,129. 2021 AMOUNT: $ 377. 2022 AMOUNT: $ 1,455. 153787 41109 112678 245598 239964 5634 383799 352091 31708 578327 576709 1618 151638 DUE FROM RELATED PARTIES 830681 DEPOSITS 37962 RESIDENT FUNDS 90211 ROU ASSET 1194306 2153160 RESIDENT FUNDS PAYABLE 90211 LEASE LIABILITY 1203876 1294087 X 231497878 224002402 224002402 7495476 0 7495476 225131285 217875783 217875783 7255502 0 7255502 PART X, LINE 2: THE ORGANIZATION'S ENTITIES ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE NOT CONSIDERED PRIVATE FOUNDATIONS. NONE OF THE ORGANIZATION'S ACTIVITIES, WITH THE EXCEPTION OF INTERNATIONAL, ARE SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: THE CHIMES REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 41,647,844. CHIMES METRO REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 34,584,422. CHIMES DC REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 105,460,757. CHIMES INT'L LTD. REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 15,690,899. HOLCOMB ASSOCIATES REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 39,405,407. CHIMES FOUNDATION REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 2,477,818. ELIMINATION ENTRIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -15,565,297. INTEREST RATE SWAP 300,552. PART XII, LINE 2D - OTHER ADJUSTMENTS: THE CHIMES EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 45,713,195. CHIMES METRO EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 36,823,890. CHIMES DC EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 97,884,028. CHIMES INT'L LTD. EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 15,991,451. HOLCOMB ASSOCIATES EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 35,898,459. CHIMES FOUNDATION EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 1,130,057. ELIMINATION ENTRIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -15,565,297. X X X X X 1 1 0 0 0 0 0 0 0 TERENCE G BLACKWELL JR FORMER PRESIDENT/CEO 0 173452 0 90662 0 303299 0 1694 0 7879 0 576986 0 0 STEPHEN DARE PRESIDENT/CEO 0 503686 0 15000 0 774 0 45488 0 11340 0 576288 0 0 BRIAN K JOHNSON CHIEF INFORMATION OFFICER 0 302162 0 0 0 414 0 29571 0 18880 0 351027 0 0 KATHLEEN M MCPEAKE ESQ CHIEF COMPLIANCE OFFICER 0 236569 0 10000 0 414 0 25679 0 29481 0 302143 0 0 KEVIN ZGORSKI TREASURER/CFO 0 237851 0 29867 0 1188 0 5003 0 12691 0 286600 0 0 STACY DISTEFANO FORMER CHIEF OPERATING OFFICER 0 0 0 0 0 164000 0 0 0 0 0 164000 0 0 PART I, LINES 4A-B DURING THE YEAR THERE WAS A SEVERANCE PAYMENST MADE TO STACY DISTEFANO OF $163,399 AND TERENCE BLACKWELL OF $302,508. ALL AMOUNTS ARE PROPERLY REPORTED ON FORM W-2 AND IN FORM 990, PART VII AND ON FORM 990, SCHEDULE J, PART II. THE FOLLOWING INDIVIDUALS PARTICIPATED IN A 457(F) PLAN. ALL AMOUNTS ARE PROPERTLY REPORTED ON FORM 990, PART VII AND ON FORM 990, SCHEDULE J, PART II, COLUMN (C): -STEPHEN DARE: $36,338 FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS FORM 990 PRIOR TO THE FILING DEADLINE. THE REMAINING BOARD MEMBERS ARE SUBSEQUENTLY PROVIDED A COPY. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. AT EACH MEETING OF THE BOARD A SCHEDULE OF CONFLICTS OF INTEREST, IF ANY ARE PROVIDED TO MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT COMPENSATION COMMITTEE OF THE CHIMES INTERNATIONAL BOARD OF DIRECTORS FOLLOWS THE PROCESS DESCRIBED IN THE IRS INTERMEDIATE SANCTIONS RULES WHEN DETERMINING THE COMPENSATION OF THE INDIVIDUALS ON PART VI, LINES 15A AND 15B. MEMBERS OF THE INDEPENDENT COMPENSATION COMMITTEE OF THE CHIMES INTERNATIONAL BOARD OF DIRECTORS SIT ON VARIOUS BOARDS OF RELATED CHIMES FAMILY OF SERVICES ENTITIES. THIS COMMITTEE SERVES AS THE INDEPENDENT COMPENSATION COMMITTEE FOR ALL BOARDS OF RELATED ORGANIZATIONS. SPECIFICALLY, THE COMMITTEE: (1) IS COMPOSED ENTIRELY OF NON-EMPLOYEE VOLUNTEER DIRECTORS WHO HAVE NO FAMILIAL, BUSINESS OR SIGNIFICANT PERSONAL RELATIONSHIPS WITH CHIMES INTERNATIONAL, ITS RELATED COMPANIES OR ITS EXECUTIVES. (2) ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO COMPILE APPROPRIATE COMPARABILITY DATA (INCLUDING COMPENSATION MARKET INFORMATIONFOR PEERS WITH WHOM CHIMES FAMILY OF SERVICES COMPETES FOR EXECUTIVE TALENT) FOR COMMITTEE RELIANCE. THE COMMITTEE WILL MEET WITH REPRESENTATIVES OF THE CONSULTING FIRM OR COUNSEL TO REVIEW THIS DATA IN DETAIL. (3) REVIEWS ALL ELEMENTS OF EXECUTIVES' TOTAL COMPENSATION, INCLUDING BUT NOT LIMITED TO BASE SALARY, BONUSES, PERQUISITES, FRINGE BENEFITS, AND INCENTIVE AND DEFERRED COMPENSATION ARRANGEMENTS. UPON THE EXECUTIVE'S HIRE, AND AT EACH POINT IN TIME THEREAFTER AT WHICH A NEW OR REVISED COMPENSATION ARRANGEMENT IS UNDER CONSIDERATION WITH RESPECT TO THE EXECUTIVE, THE COMMITTEE MEETS WITH COUNSEL AND/OR WITH ITS INDEPENDENT COMPENSATION CONSULTING FIRM BEFORE THE ARRANGEMENT IS IMPLEMENTED TO EVALUATE THE REASONABLENESS OF THE ARRANGEMENT BY COMPARING BOTH THE ARRANGEMENT ITSELF AND THE EXECUTIVE'S ENTIRE COMPENSATION PACKAGE TO COMPENSATION PACKAGES PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. (4) DOCUMENTS, CONCURRENTLY WITH ITS DETERMINATION, THE BASIS FOR ITS DETERMINATION IN THE MINUTES OF ITS MEETING. THESE MINUTES ARE REVIEWED, REVISED IF NECESSARY AND APPROVED AT THE FOLLOWING MEETING OF THE COMMITTEE. (5) RETAINS RECORDS CONCERNING THE COMMITTEE'S COMPLIANCE WITH THE IRS INTERMEDIATE SANCTIONS RULES. II. ON A PERIODIC BASIS, THE COMMITTEE USES THE PROCESS DESCRIBED ABOVE TO EVALUATE THE POSITIONS OF COO/EVP OPERATIONS, CFO/EVP FINANCE AND CEO/PRESIDENT. IN ADDITION, PERIODIC COMPENSATION STUDIES ARE OBTAINED FOR COMMITTEE. CURRENTLY, THE COMMITTEE IS USING COMPENSATION STUDIES OBTAINED IN THE FOLLOWING TAX YEARS FOR THEIR RESPECTIVE POSITIONS: POSITION & YEAR COO/EVP OPERATIONS - 2019 CFO/EVP FINANCE - 2019 CEO/PRESIDENT - 2019 COO'S RELATED ORGANIZATIONS - 2019 FORM 990, PART VI, SECTION C, LINE 18 THESE DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE AS WELL AS UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE TO ANY MEMBER OF THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). CHIMES DISTRICT OF COLUMBIA INC 4815 SETON DRIVE BALTIMORE MD 21215 541691953 SUPPORTING SERVICE ORGANIZATION DC 501(C)(3) LINE 12B, II THE CHIMES INC 0 CHIMES INTERNATIONAL LTD 4815 SETON DRIVE BALTIMORE MD 21215 522000359 SUPPORTING SERVICE ORGANIZATION DE 501(C)(3) LINE 12C, III-FI N/A 0 CHIMES METRO INC 4815 SETON DRIVE BALTIMORE MD 21215 521773885 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. MD 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 0 CHIMES PA INC 467 CREAMERY WAY EXTON PA 19341 233007932 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. PA 501(C)(3) PF HOLCOMB ASSOCIATES INC 0 HOLCOMB ASSOCIATES INC 467 CREAMERY WAY EXTON PA 19341 232093566 PROVIDES SERVICES FOR INDIVIDUALS WITH MENTAL HEALTH AND SUBSTANCE PA 501(C)(3) LINE 7 CHIMES INTERNATIONAL LTD 0 THE CHIMES INC 4815 SETON DRIVE BALTIMORE MD 21215 520575305 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. MD 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0