2024-09-30T13:53:40-05:00 2023-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2023-01-01 232854206 DUNWOODY ALLIED SERVICES INC DUNW 6103594400 3500 WEST CHESTER PIKE NEWTOWN SQUARE PA 19073 JOHN DUBYK CHIEF FINANCIAL OFFICER 6103594400 2024-09-23 1 0 DANIELLE NIHILL P01350943 7819821001 2024-09-22 2023 2024-10-15 13:58:12Z DUNWOODY AT HOME MAUREEN CASEY 3500 WEST CHESTER PIKE NEWTOWN SQUARE PA 19073 1576587 0 X WWW.DUNWOODY.ORG X 1996 PA THE MISSION OF DUNWOODY AT HOME IS TO PROVIDE A COMPREHENSIVE APPROACH TO HEALTH AND WELLNESS WHILE PROVIDING INDIVIDUALIZED CARE IN THE HOME, ENSURING THE HIGHEST QUALITY OF LIFE FOR EACH CLIENT THAT WE SERVE.OUR MOST SIGNIFICANT ACTIVITIES FOR CLIENTS AND THEIR FAMILY CAREGIVERS INCLUDE SUPPORT WITH ACTIVITIES OF DAILY LIVING, TRANSPORTATION, PET CARE, CONTINUATION OF ROLES, ENGAGEMENT IN HOBBIES AND PURSUIT OF PASSIONS. 4 4 62 6 0 0 0 0 1598555 1565176 8676 11358 0 0 1607231 1576534 0 0 0 0 1516374 1508140 0 0 0 114940 103927 1631314 1612067 -24083 -35533 949963 1103506 396860 531945 553103 571561 X THE MISSION OF DUNWOODY AT HOME IS TO PROVIDE COMPREHENSIVE APPROACH TO HEALTH AND WELLNESS WHILE PROVIDING INDIVIDUALIZED CARE IN THE HOME, ENSURING THE HIGHEST QUALITY OF LIFE FOR EACH CLIENT THAT WE SERVE. 0 0 1327411 1565176 DUNWOODY ALLIED SERVICES, INC. PROVIDES PRIVATE DUTY COMPANION SERVICES TO DUNWOODY VILLAGE RESIDENTS AND THE COMMUNITY. IT IS DEDICATED TO THE SUPPORT OF DUNWOODY VILLAGE THROUGH ASSISTING DUNWOODY IN MEETING THE NEEDS OF ITS ELDERLY RESIDENTS. 1327411 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 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 1 0 0 0 1 1 0 62 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JOHN DUBYK 6103594454 3500 WEST CHESTER PIKE NEWTOWN SQUARE PA 19073 PETER BORT CHAIR EMERITUS (LEFT MAY 2023) 1.00 X X 0 0 0 CONEL HICKEY CHAIRMAN OF THE BOARD 1.00 X X 0 0 0 DR ANDREW LIPTON TRUSTEE 1.00 X 0 0 0 SARA SENIOR TRUSTEE EMERITUS (LEFT JUNE 2023) 1.00 X 0 0 0 CATHERINE EHRMAN TRUSTEE 1.00 X 0 0 0 DR TIM CONAHAN TRUSTEE 1.00 X 0 0 0 LEONARD DACHINO CONTROLLER (LEFT MAY 2023) 1.50 37.50 X 0 77153 26171 BRIAN SCHROEDER DIRECTOR (LEFT OCT 2023) 37.50 X 113928 0 26171 113928 77153 52342 1 0 0 0 0 RESIDENT SERVICE FEES 621610 1565176 1565176 1565176 11324 11324 87 53 34 34 34 1576534 1565176 0 11358 140098 105074 35024 1168628 1019988 148640 47402 26891 20511 54380 28242 26138 97632 57046 40586 1077 1077 10665 7262 3403 11440 10000 1440 27360 23915 3445 2000 1748 252 18500 18500 MEDICAL SUPPLIES 31994 27966 4028 EMPLOYEE REQUIREMENTS 691 604 87 MEMBERSHIPS 200 175 25 1612067 1327411 284656 0 335273 378728 208749 254565 405941 470213 949963 1103506 104613 100486 292247 431459 396860 531945 X 553103 571561 553103 571561 949963 1103506 -35533 53991 0 X 0 1 X 1 0 X X 1 DUNWOODY VILLAGE 231379512 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 DUE TO AFFILIATES 431459 431459 X PART X, LINE 2: DUNWOODY ALLIED SERVICES IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. DUNWOODY FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON DUNWOODY'S CONSOLIDATED FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS OF THE CORPORATION AND OTHER TRUSTEES THAT MAY BE NAMED TO THE COMMITTEE BY THE CHAIR. THE EXECUTIVE COMMITTEE: (A) SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION AND SHALL: (I) ACT AS AN ETHICS COMMITTEE WHEN NEEDED TO DEVELOP POLICIES AND GUIDELINES FOR HANDLING OF ETHICAL ISSUES AND REVIEW AND GIVE CONSULTATION INVOLVING ETHICAL DIFFICULTIES. (II) CONDUCT PERFORMANCE REVIEW OF PRESIDENT CHIEF EXECUTIVE OFFICER. (III) MONITOR EFFECTIVENESS AND APPROVE INCENTIVE COMPENSATION OF EMPLOYEES UNDER INCENTIVE COMPENSATION PROGRAMS. (IV) REVIEW AND RECOMMEND TO THE BOARD CHANGES TO THE HUMAN RESOURCES POLICY AND BENEFIT PLANS OF THE CORPORATION. (V) SUCH OTHER DUTIES AND FUNCTIONS AS MAY BE ASSIGNED BY THE BOARD. (B) THE EXECUTIVE COMMITTEE, HOWEVER, SHALL NOT HAVE ANY POWER OR THE AUTHORITY AS TO THE FOLLOWING: (I) THE FILLING OF VACANCIES IN THE BOARD OF TRUSTEES. (II) THE ADOPTION, AMENDMENT OR REPEAL OF (THE) BYLAWS OF THE CORPORATION. (III) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD. (IV) ACTION ON MATTERS ASSIGNED BY (THE) BYLAWS OR RESOLUTION OF THE BOARD OF TRUSTEES TO ANOTHER COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION SHALL BE DUNWOODY VILLAGE, A PENNSYLVANIA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER SHALL HAVE THE RIGHTS TO ELECT THE TRUSTEES OF THE CORPORATION TO SERVE FOR ONE-YEAR TERMS. FORM 990, PART VI, SECTION A, LINE 7B THE APPROVAL OF THE MEMBER IS REQUIRED IN ORDER FOR ANY PROPOSED ACTION WHICH INVOLVES MATTERS RELATED TO THE ARTICLES OF INCORPORATION OR THE BY-LAWS TO BE VALID. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND THEN THE DUNWOODY VILLAGE'S FINANCE COMMITTEE REVIEWS THE FORM 990. THE FORM 990 IS THEN PROVIDED TO ALL DUNWOODY ALLIED SERVICES, INC. TRUSTEES BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C DUNWOODY ALLIED SERVICES REQUIRES THAT EACH TRUSTEE, OFFICER, EMPLOYEE AND MEMBER OF THE CLINICAL STAFF CONDUCT THEIR AFFAIRS IN AN ETHICAL MANNER AND IN A WAY THAT AVOIDS CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICT OF INTEREST THAT THE MEMBERS OF DUNWOODY ALLIED SERVICES AND ITS RELATED PARTIES MAY HAVE IS DISCLOSED IN WRITING TO THE CORPORATE COMPLIANCE OFFICER. THIS PROCESS IS CONDUCTED BY MANAGEMENT ANNUALLY AT THE FIRST BOARD MEETING OF THE YEAR. IT IS THE POLICY OF DUNWOODY ALLIED SERVICES NOT TO ACCEPT OR SOLICIT GIFTS, GRATUITIES AND TIPS FROM ANY RESIDENT, VISITOR OR BUSINESS CONCERN. USE OF POSITION TO SECURE ANY SPECIAL DISCOUNT OR OTHER FAVORABLE TREATMENT FROM ANY PERSON OR ORGANIZATION WITH WHICH DUNWOODY ALLIED SERVICES DOES OR IS SEEKING TO DO BUSINESS WITH IS PROHIBITED. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS, THE CONFLICTED MEMBER OF THE BOARD OF TRUSTEES MAY PARTICIPATE IN ALL DISCUSSION RELATING TO THE MATTER, BUT SHALL REFRAIN FROM ANY VOTE RELATING TO THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 ALL OFFICER AND WHEN APPLICABLE KEY EMPLOYEE COMPENSATION IS PAID AND REVIEWED BY DUNWOODY VILLAGE, A RELATED 501(C)(3) PUBLIC CHARITY. THE RELATED PARTY'S COMPENSATION REVIEW PROCESS IS CONDUCTED BY INDEPENDENT PERSONS, INCLUDES THE USE OF COMPARABILITY DATA AND THE DELIBERATION AND FINAL DECISIONS ARE TIMELY DOCUMENTED. THIS PROCESS WAS LAST PERFORMED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 DUNWOODY ALLIED SERVICES, INC.'S ANNUAL REPORT IS COMBINED WITH DUNWOODY VILLAGE'S ANNUAL REPORT AND PRESENTED TO THE PUBLIC. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. DUNWOODY VILLAGE 3500 WEST CHESTER PIKE NEWTOWN SQUARE PA 19073 231379512 ELDERLY CARE PA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 1 0 0 1