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 520575305 THE CHIMES 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 41647844 0 X WWW.CHIMES.ORG X 1947 MD TO SUPPORT PEOPLE WITH DISABILITIES TO ENGAGE MORE FULLY IN LIFE'S OPPORTUNITIES. 12 10 804 10 0 0 764029 711961 37768516 40601576 3000 14591 302480 319716 38838025 41647844 0 0 0 0 25472168 29269338 0 0 0 13540213 16443857 39012381 45713195 -174356 -4065351 16937541 22246371 9521283 18895464 7416258 3350907 X TO SUPPORT PEOPLE WITH DISABILITIES TO ENGAGE MORE FULLY IN LIFE'S OPPORTUNITIES. 0 0 28189730 29765445 CHIMES MARYLAND TRACES IT'S ROOTS BACK TO 1947 WHEN THE SCHOOL OF THE CHIMES WAS FOUNDED BY A GROUP OF PARENTS WHO WANTED A PROGRAM TO HELP THEIR CHILDREN WITH INTELLECTUAL DISABILITIES TO REACH THEIR FULLEST POTENTIAL POSSIBLE. CHIMES SCHOOL WAS THE FIRST OF ITS KIND IN THE STATE OF MARYLAND AND STILL EXISTS TO THIS DAY. THE VISION AND SCOPE OF CHIMES' SERVICES HAS GROWN AND NOW INCLUDES A WIDE VARIETY OF COMMUNITY-BASED DAY AND EMPLOYMENT SERVICES AS WELL AS COMMUNITY LIVING OPTIONS FOR PEOPLE WITH A WIDE ARRAY OF DISABILITIES. OVER THE PAST YEAR, CHIMES MARYLAND SERVED MORE THAN 900 PEOPLE THROUGHOUT THE STATE. COMMUNITY LIVING OPTIONS CHIMES MARYLAND OFFERS AN ARRAY OF SUPPORTED LIVING OPTIONS AND STAFFING ALTERNATIVES TO ENABLE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE IN HOMES AND COMMUNITIES OF THEIR CHOICE. TRADITIONAL RESIDENTIAL OPTIONS INCLUDE AGENCY-OPERATED SINGLE FAMILY HOMES AND APARTMENTS FOR PEOPLE WHO CHOOSE TO LIVE WITH ROOMMATES AND MAY REQUIRE 24 HOUR SUPPORT. MANY OF THE HOMES ARE FULLY WHEELCHAIR ACCESSIBLE WITH SPECIALIZED ADAPTIVE EQUIPMENT. PRIVATE SHARED LIVING HOMES ARE AVAILABLE FOR PEOPLE THAT PREFER A FAMILY SETTING WITH AGENCY OVERSIGHT. AS PART OF CHIMES' SERVICES, SUPPORT IS ALSO AVAILABLE IN PRIVATE HOMES. 8439082 8033166 DAY AND EMPLOYMENT SERVICES CHIMES MARYLAND SUPPORTS AND SERVICES ARE BOTH FACILITY AND COMMUNITY-BASED WITH INDIVIDUALS HAVING THE OPPORTUNITY TO MOVE WITHIN THE PROGRAMS AS THEIR NEEDS AND PREFERENCES CHANGE. THE DAY SUPPORT PROGRAMS FOCUS ON LEISURE, SOCIAL, AND NON-WORK-RELATED ACTIVITIES AS AN ALTERNATIVE OPTION TO EMPLOYMENT SERVICES. ACTIVITIES ARE OUTCOME-ORIENTED AND DESIGNED TO MEET THE PERSON'S INDIVIDUAL NEEDS AND DESIRES, WHILE HELPING TO REINFORCE AND ENHANCE MOBILITY, COMMUNICATION, SELF-CARE, SOCIALIZATION, AND LEISURE SKILLS. CHIMES EMPLOYMENT PROGRAM IS TAILORED TO INDIVIDUALS WHO HAVE A FOCUS ON PAID COMPETITIVE EMPLOYMENT. PROGRAM PARTICIPANTS HAVE ACCESS TO JOB DEVELOPMENT, JOB COACHING, AND JOB PLACEMENT OPPORTUNITIES WHICH ARE GEARED TO THE INDIVIDUAL'S APTITUDES AND INTERESTS. 3552989 2802965 THE CHIMES SCHOOL - THIS NON-PUBLIC FULL DAY SPECIAL EDUCATION SCHOOL PROVIDES SERVICES FOR STUDENTS WITH AUTISM, INTELLECTUAL DISABILITIES, AND MULTIPLE DISABILITIES IN KINDERGARTEN AND ELEMENTARY (GRADES 1-8), AND A NON-GRADED (AGES 5 THROUGH 21) EDUCATION PROGRAM. 40181801 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 1 1 1 0 0 0 1 58 0 1 804 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 MD 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 17693 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 LISA HANES DIRECTOR 2.00 8.00 X 0 0 0 REETIKA KUMAR DIRECTOR 2.00 8.00 X 0 0 0 DIMITRIOS CAVATHAS DIRECTOR 2.00 8.00 X 0 0 0 LIONEL LYLE DIRECTOR 2.00 8.00 X 0 0 0 MARK WOODWARD DIRECTOR 2.00 8.00 X 0 0 0 MICHAEL MITCHELL 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 JOHN S ADAMS JR DIR RESIDENTIAL SERVICES 40.00 X 142689 0 13935 ROBERT REAVES DIVISION DIRECTOR 36.00 4.00 X 117393 0 19669 MARK BEATTY DIR OF VOC SERVICES (THRU 11/22) 40.00 X 112778 0 12492 LAUREN POPE HUMAN RESOURCES DIRECTOR 40.00 X 110437 0 17991 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 483297 2069338 251792 5 1 1 0 RESORT HEALTH SERVICES 6600 BELAIR ROAD SUITE 1D BALTIMORE MD 21206 TEMPORARY STAFFING 1623120 MAGOTHY RIVER IMPROVEMENTS 1463 THIES DRIVE PASADENA MD 21122 CAPITAL PROJECTS/CONSTRUCTION 1240565 DIMENSIONAL HEALTH CARE ASSOCIATES 10811 RED RUN BOULEVARD SUITE 110 OWINGS MILLS MD 21117 HEALTHCARE SERVICES 637089 AMERICAN DESIGN ASSOCIATES 9000 HARFORD ROAD PARKVILLE MD 21234 ARCHITECTURAL 602624 DIVERSIFIED TECHNOLOGIES INC 3011 FOREVER DRIVE FINKSBURG MD 21048 REPAIRS CONTRACTOR 304154 17 711961 711961 CONTRACTUAL FEES 624100 35611245 35611245 EDUCATION FUNDING 611600 2699628 2699628 FEES/CONTRACTS GOV'T 624100 2065125 2065125 SELF PAY 900099 214983 214983 10595 10595 40601576 315718 0 315718 315718 315718 14591 0 14591 14591 14591 OTHER SERVICE FEE 900099 3998 3998 3998 41647844 40601576 0 334307 23607767 20751177 2856590 586973 515948 71025 3054931 2685278 369653 2019667 1775283 244384 926102 814042 112060 15985 14051 1934 1715157 1507619 207538 682510 599925 82585 20471 17994 2477 87392 76817 10575 1834508 1612529 221979 564824 496479 68345 CENTRAL AGENCY ADMIN EX 2794587 2456436 338151 TEMPORARY STAFF 2535799 2228962 306837 MISCELLANEOUS 2416613 2124197 292416 VEHICLES 1244992 1094345 150647 1604917 1410719 194198 45713195 40181801 5531394 0 8572 8433 968345 1753177 143388 202185 44616960 28556519 15455055 16060441 362181 4222135 16937541 22246371 3900643 4278688 78778 0 216222 125831 5325640 14490945 9521283 18895464 X 7416258 3350907 7416258 3350907 16937541 22246371 -4065351 0 X X 0 1 X 1 1 1 X 70862 122832 1487821 764029 711961 3157505 50107866 45716935 36380929 37768516 40601576 210575822 50178728 45839767 37868750 38532545 41313537 213733327 0 0 0 213733327 244800 243600 283983 296518 315718 1384619 244800 243600 283983 296518 315718 1384619 1847 9884 5962 3998 21691 50423528 46085214 38162617 38835025 41633253 215139637 0.99350 0.99400 0.00640 0.00590 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,847. 2020 AMOUNT: $ 9,884. 2021 AMOUNT: $ 5,962. 2022 AMOUNT: $ 3,998. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 601354 601354 0 2885305 2885305 31734369 19496184 12238185 774301 774301 0 5705072 4798779 906293 3517913 3487255 30658 16060441 DEPOSITS 10284 RESIDENT FUNDS 376894 ROU ASSETS 3834957 4222135 DUE TO THIRD PARTY PAYORS 7368354 DUE TO RELATED PARTY 3171445 LEASE LIABILITY 3951146 14490945 X 41647844 0 41647844 0 41647844 45713195 0 45713195 0 45713195 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. 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 12690 0 286599 0 0 STACY DISTEFANO FORMER CHIEF OPERATING OFFICER 0 0 0 0 0 164000 0 0 0 0 0 164000 0 0 JOHN S ADAMS JR DIR RESIDENTIAL SERVICES 140091 0 2500 0 98 0 4230 0 9705 0 156624 0 0 0 PART I, LINES 4A-B DURING THE YEAR THERE WAS A SEVERANCE PAYMENST MADE TO STACY DISTEFANO OF $164,000 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 OR CHIMES INC (CHIMES MARYLAND), THEIR RELATED COMPANIES OR THEIR EXECUTIVES. (2) ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO COMPILE APPROPRIATE COMPARABILITY DATA (INCLUDING COMPENSATION MARKET INFORMATION FOR 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 PURPOSES OF ESTABLISHING BASELINE COMPENSATION INFORMATION FOR THE 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). THE ORGANIZATION OBTAINED ITS TAX EXEMPT STATUS PRIOR TO THE EXISTENCE OF FORM 1023. AS SUCH, FORM 1023 IS NOT AVAILABLE. 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 EMPLOYMENT SERVICES LLC 4815 SETON DRIVE BALTIMORE MD 21215 463783697 EMPLOYMENT SERVICES FOR THOSE WITH ECONOMIC & SEVERE DISABILITIES MD 0 0 THE CHIMES INC 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 1 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 CHIMES VIRGINIA INC 4815 SETON DRIVE BALTIMORE MD 21215 541691952 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. VA 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0