2024-09-17T11:19:05-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-07-01 237118847 PROGRAMS EMPLOYING PEOPLE PROG 2159524260 1200 SOUTH BROAD STREET PHILADELPHIA PA 19146 MICHAEL TUCKER CHIEF EXECUTIVE OFFICER 2153894006 2024-09-17 1 0 DANIELLE NIHILL P01350943 7819821001 2024-09-11 2023 2024-08-08 14:25:15Z MICHAEL TUCKER 1200 SOUTH BROAD STREET PHILADELPHIA PA 19146 2432232 0 X WWW.PEPSERVICES.ORG X 1972 PA PROVIDE & PROMOTE OPPORTUNITIES FOR PERSONS WITH INTELLECTUAL DISABILITY IN PHILADELPHIA. 10 10 60 11 0 0 795789 148619 1877473 2210320 10601 68205 225121 5088 2908984 2432232 0 0 0 0 1730144 1494416 0 0 544 763936 601375 2494080 2095791 414904 336441 2069182 2393034 959738 947042 1109444 1445992 X PROGRAMS EMPLOYING PEOPLE (PEP) IS ORGANIZED TO PROVIDE AND PROMOTE SOCIAL, VOCATIONAL, EDUCATIONAL, REHABILITATIVE, RECREATIONAL, AND EMPLOYMENT OPPORTUNITIES FOR PEOPLE WITH DISABILITIES, INCLUDING BUT NOT LIMITED TO THOSE WITH INTELLECTUAL DISABILITY.- STRENGTHEN, DEVELOP AND COORDINATE BETTER UNDERSTANDING AMONG PEOPLE WITH DISABILITIES, THEIR FAMILIES AND THE COMMUNITY.- PROVIDE PREVOCATIONAL, VOCATIONAL AND WORK OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES, AND TO IMPLEMENT THIS TEACHING THROUGH REALISTIC AND ACTIVE EMPLOYMENT EXPERIENCES.- PROVIDE SOCIAL AND RECREATIONAL OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES.- PROVIDE INTEGRATED, COMMUNITY EMPLOYMENT OPPORTUNITIES TO THOSE INDIVIDUALS DESIROUS OF SUCH OPPORTUNITY. - UTILIZE ALL AVAILABLE RESOURCES FOR THE EDUCATIONAL, VOCATIONAL AND SOCIAL TRAINING OF INDIVIDUALS WITH DISABILITIES.- PROMOTE EVERYDAY LIVES PRINCIPLES IN THE DAILY BUSINESS OF SUPPORTING INDIVIDUALS WITH INTELLECTUAL DISABILITY. 0 0 1064050 0 1355502 THE ADULT DAY TRAINING DEPARTMENT PROVIDES SUPPORT TO 40 INDIVIDUALS WITH MILD TO MODERATE INTELLECTUAL DISABILITIES IN AREAS OF DAILY LIVING SKILLS, COMMUNITY ACCESS AND INTEGRATION, VOLUNTEER OPPORTUNITIES, SOCIAL AND RECREATIONAL ACTIVITIES. MANY INDIVIDUALS THAT PARTICIPATE IN THIS PROGRAM PROVIDE ONGOING VOLUNTEER SERVICES IN THE COMMUNITY TO AID OTHER IN NEED. THE ADULT DAY TRAINING PROGRAM IS LICENSED BY THE OFFICE OF DEVELOPMENTAL PROGRAMS. THE PROGRAM ALSO SUPPORTS THE GOLDEN BRANCH SENIORS PROGRAM WHICH IS LICENSED BY THE PA DEPARTMENT OF AGING. THIS POPULAR PROGRAM SUPPORTS 6 INDIVIDUALS WHO HAVE REACHED RETIREMENT AGE AND HAVE RETIRED FROM VOCATIONAL WORK CENTERS AND TRADITIONAL DAY SUPPORTS. 219560 0 334997 THE VOCATIONAL PROGRAM HAS TRANSITIONED TO A COMMUNITY PARTICIPATION SUPPORTS PROGRAM. THIS PROGRAM SUPPORTS 22 INDIVIDUALS WITH MILD TO MODERATE LEVELS OF INTELLECTUAL AND DEVELOPMENTAL DISABILITY. THIS SERVICE INVOLVES PARTICIPATION IN INTEGRATED COMMUNITY SETTINGS, IN ACTIVITIES THAT INVOLVE PERSONS WITHOUT DISABILITIES WHO ARE NOT PAID OR UNPAID CAREGIVERS. INVOLVING INDIVIDUALS IN COMMUNITY LIFE CREATES OPPORTUNITIES FOR NEW EXPERIENCES AND INTERESTS, EMPLOYMENT OPPORTUNITIES IF DESIRED, THE POTENTIAL TO DEVELOP FRIENDSHIPS, AND THE ABILITY TO MAKE A CONTRIBUTION TO THE COMMUNITY. 160318 0 209017 HOME AND COMMUNITY HABILITATION IS A HOME-BASED OPTION FOR ACQUIRING SKILLS OF DAILY LIVING AND COMMUNITY ACCESS SKILLS. PROVIDED FROM AN INDIVIDUAL'S HOME, STAFF PROVIDE DIRECT SUPPORTS TO ENGAGE CONSUMERS IN THE LIFE OF THEIR COMMUNITY. THIS PROGRAM ALSO OFFERS IN HOME RESPITE SUPPORTS FOR LESS THAN 24 HOURS IN THE CONSUMER'S HOME. THIS VALUABLE SERVICE ALLOWS FAMILIES TO TAKE CARE OF IMPORTANT FAMILY BUSINESS WHILE ENSURING THEIR CHILD HAS ADEQUATE SUPERVISION AND SUPPORT IN THE COMMUNITY. 122376 0 222518 JOB SUPPORTS AT PEP INCLUDE COMMUNITY INTEGRATED EMPLOYMENT SERVICES TO 24 INDIVIDUALS WHERE INDIVIDUALS PARTICIPATE IN JOB DEVELOPMENT ACTIVITIES, EMPLOYMENT SEARCH ACTIVITIES AND JOB PLACEMENT WITH COMMUNITY BASED EMPLOYERS UNRELATED TO PEP'S PRIMARY SERVICES. THESE INDIVIDUALS TYPICALLY ARE SUPPORTED ON A 1:1 BASIS IN JOB FINDING AND JOB SUPPORT AND RECEIVE PLACEMENTS IN COMMUNITY BASED EMPLOYMENT WITH COMPETITIVE SALARIES AND BENEFITS. EMPLOYMENT SPECIALISTS REMAIN WITH THE CONSUMER UNTIL THEY ARE COMPETENT IN ALL LEVELS OF WORK REQUIREMENTS. 82062 0 88286 PFDS WAIVER TRANSPORTATION PROVIDES INDIVIDUALS FINANCIAL SUPPORT IN ACCESSING PUBLIC TRANSPORTATION, PARATRANSIT SERVICES AND SUPPORT TO FAMILIES IN GETTING THEIR CHILDREN TO DAY AND EMPLOYMENT SERVICES AT PEP AND COMMUNITY WORK PLACEMENTS. THESE SUPPORTS ARE PART OF THE BENEFITS AVAILABLE IN THE PERSON FAMILY DIRECTED SUPPORT WAIVER. 4933 0 PEPBOWL IS A PROGRAM INITIATIVE UNDERTAKEN IN 2006 AND COMPLETED IN 2009 WITH THE FULL RENOVATION AND UPDATING OF A SIX LANE BRUNSWICK BOWLING CENTER IN THE LOWER LEVEL OF OUR BUILDING. WHILE THE CENTER IS USED FOR CONSUMER RECREATION ACTIVITIES, IT IS ALSO OPEN TO THE COMMUNITY AND HOSTS BUSINESS LEAGUES AND COMMUNITY INTEREST LEAGUES. IT IS AVAILABLE FOR PARTIES AND RENTALS AS WELL AS OPEN BOWLING. REVENUE REALIZED OVER EXPENSES RETURNS TO PEP TO SUPPORT PROGRAM INITIATIVES AND AGENCY MISSION. PEPBOWL IS CURRENTLY CLOSED DUE TO RENOVATIONS. 209371 0 310804 1653299 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 60 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 PA X CHI LEE 2159524264 1200 S BROAD ST PHILADELPHIA PA 19146 PAUL CURCIO PRESIDENT 1.50 X X 0 0 0 CAMBRIA THRONE VICE PRESIDENT 1.50 X X 0 0 0 JOSEPH CAIN JR TREASURER 0.50 X X 0 0 0 TERRY CIPOLLA SECRETARY 1.00 X X 0 0 0 MARY MARINO DIRECTOR 0.50 X 0 0 0 TERRY GIANCATERINO BOARD MEMBER 0.50 X 0 0 0 LOUIS R PETRONE MD BOARD MEMBER 0.50 X 0 0 0 HELENE DANENHOWER BOARD MEMBER 0.50 X 0 0 0 CHERYL TUMOLO BOARD MEMBER 0.50 X 0 0 0 LOU TUMOLO BOARD MEMBER 0.50 X 0 0 0 MICHAEL TUCKER CHIEF EXECUTIVE OFFICER 37.50 X 94757 0 8843 CHI LEE CHIEF FINANCIAL OFFICER 37.50 X 89726 0 9090 184483 0 17933 0 0 0 0 0 148619 148619 FEE FOR SERVICE 624310 2203930 2203930 PROD/OVR/SVC CONTRACTS 624310 6390 6390 2210320 49728 49728 220 0 220 220 220 18477 0 18477 18477 18477 MISCELLANEOUS 900099 4868 4868 4868 2432232 2210320 0 73293 204582 204582 1093633 979430 114192 11 9963 6506 3457 81263 79501 1761 1 104975 82825 22149 1 13774 13774 16485 16485 7770 7770 45722 16151 29568 3 38 38 149210 149159 51 94290 94081 205 4 996 823 173 20244 20244 147645 147594 51 71208 63730 7456 22 PROGRAM EXPENSES 33993 33499 94 400 2095791 1653299 441948 544 500 500 1189544 1501701 140145 173567 59514 59696 2723393 2161625 648979 561768 52122 30500 43680 2069182 2393034 193378 157305 741400 741400 24960 48337 959738 947042 X 1100944 1434992 8500 11000 1109444 1445992 2069182 2393034 336441 107 0 X 1 X 0 0 0 X 173785 380537 666719 795789 148619 2165449 173785 380537 666719 795789 148619 2165449 154806 2010643 4071 264 408 2020 49948 56711 6290 509 5156 10603 22558 2687 2420 3753 1232 4868 14960 2259678 9208555 0.88980 0.89710 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 2,687. 2020 AMOUNT: $ 2,420. 2021 AMOUNT: $ 3,753. 2022 AMOUNT: $ 1,232. 2023 AMOUNT: $ 4,868. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 42000 42000 798917 651004 147913 1396961 1044580 352381 485515 466041 19474 561768 LEASE LIABILITY 48337 48337 X PART X, LINE 2: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE AGENCY FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE AGENCY'S FINANCIAL STATEMENTS. THE AGENCY'S INFORMATIONAL TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. THE AGENCY IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS. FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBERS CHERYL TUMOLO AND LOU TUMOLO HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER AND CHIEF EXECUTIVE OFFICER REVIEWS THE INITIAL DRAFT PROVIDED BY THE AUDITING FIRM CLIFTONLARSONALLEN. ALL CORRECTIONS OR FEEDBACK PROVIDED ARE PROVIDED TO CLA IN A TIMELY MANNER FOR THE FINAL DRAFT. ONCE APPROVED, CLA SUBMITS ON BEHALF OF PEP. FORM 990, PART VI, SECTION B, LINE 12C TRANSACTIONS BETWEEN STAFF AGENCY OR BOARD MEMBERS ARE NOT PERMITTED WHERE THEY WOULD PRESENT A CONFLICT OF INTEREST. BOARD MEMBERS REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ANNUALLY. THEY RECEIVE TRAINING IN THE POLICY AND MAINTAIN AN INDIVIDUAL COPY OF THE POLICY. WHEN TRANSACTIONS OCCUR BETWEEN BOARD OR EMPLOYEES, THE TRANSACTION IS ASSESSED BY THE CHIEF EXECUTIVE OFFICER (FOR STAFF) AND THE BOARD (FOR CHIEF EXECUTIVE OFFICER OR OTHER BOARD MEMBER). 2. MICHAEL TUCKER (CEO) DOES THE OVERALL MONITORING OF THE CONFLICT-OF-INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD SETS COMPENSATION FOR THE CHIEF EXECUTIVE OFFICER AND APPROVES RECOMMENDATIONS FOR OTHER MANAGEMENT AND STAFF COMPENSATION AS DEFINED IN THE ANNUAL BUDGET. APPROVALS OF COMPENSATION ARE INCLUDED IN THE MINUTES OF THE BOARD MEETING. THE FY 2023/2024 BUDGET REVIEW INCLUDED REVIEW OF EMPLOYEE COMPENSATION AND APPROVAL OF SAME. THE PROCESS FOR OTHER KEY EMPLOYEES AND STAFF COMPENSATION INCLUDES BUDGET REVIEW RECOMMENDATIONS OF THE CHIEF EXECUTIVE OFFICER TO THE BOARD FOR COMPENSATION ADJUSTMENTS WHERE APPROPRIATE. COMPARABILITY DATA IS USED AS PART OF THE COMPENSATION REVIEW PROCESS FOR THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER. THESE DELIBERATIONS ARE CONTEMPORANEOUSLY DOCUMENTED IN BOARD MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST.