2024-11-08T18:13:03-06:00 2023-12-31 750786316 WEAVER AND TIDWELL LLP 499 W SHERIDAN AVE SUITE 2450 OKLAHOMA CITY OK 73102 990 2023-01-01 752483918 DISABILITY SERVICES OF THE SOUTHWEST INC DISA 2107980123 6243 IH-10 WEST SUITE 395 SAN ANTONIO TX 78201 LAURIE LYSSY CFO 2107856603 2024-11-08 0 1 KIRBY ROSS P00298143 4055949200 2023 2024-10-15 13:58:12Z LAURIE LYSSY 6243 IH-10 WEST SUITE 395 SAN ANTONIO TX 78201 45995808 0 X WWW.DSSWTX.ORG X 1993 TX TO CREATE AN ENVIRONMENT THAT PROVIDES OPPORTUNITIES FOR THE DISABLED. 11 7 1408 0 0 0 0 180509 45493453 45257516 131194 540581 0 17202 45624647 45995808 0 0 0 0 26123710 25802197 0 0 0 19154142 19807310 45277852 45609507 346795 386301 35082450 27614271 25390463 17487273 9691987 10126998 X DSSW IS DEDICATED TO HELPING PEOPLE WITH DISABILITIES REACH THEIR HIGHEST LEVEL OF INDEPENDENCE BY PROVIDING QUALITY AND COST EFFECTIVE SUPPORT SERVICES. WE ARE THE BRIDGE THAT ENABLES INDIVIDUALS TO STAY IN THEIR HOME AND WITH THEIR FAMILY AND FRIENDS. OUR CARE TEAM IS AS DIVERSE AS THOSE WE SERVE. WE ARE UNITED BY COMPASSION AND ARE DRIVEN BY OUR RESPONSIBILITY TO THE COMMUNITY. 0 0 37177810 42978322 CLASS - COMMUNITY LIVING ASSISTANCE AND SUPPORT SERVICES: THIS PROGRAM ASSISTS THE DISABLED IN ACHIEVING COMMUNITY INTEGRATION. WORKING IN COORDINATION WITH A DIRECT SERVICE AGENCY THE PROGRAM SEEKS TO OFFER PERSONAL CARE ASSISTANCE, THERAPIES, ADAPTIVE AIDS, AND HOME MODIFICATIONS. 778877 PHC/OTHER PROGRAMS - PRIMARY HOME CARE: STATE MEDICAID PLAN PROGRAM WHICH OFFERS PERSONAL CARE AND HOME ASSISTANCE. 1380322 DBMD - DEAF-BLIND WITH MULTIPLE DISABILITIES: MEDICAID WAIVER PROGRAM WHICH COORDINATES SERVICES WITH THE APPROPRIATE DIRECT SERVICE AGENCY TO OFFER PERSONALIZED ASSISTANCE, THERAPIES, ADAPTIVE AIDS AND HOME MODIFICATIONS. 119995 119995 37177810 1 1 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 1 1 0 0 1 271 0 1 1408 1 0 0 0 0 0 0 0 0 X 11 7 1 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 1 0 TX X LAURIE LYSSY 2107980123 6243 IH-10 WEST STE 395 SAN ANTONIO TX 78201 DK EVERITT BOARD MEMBER 1.00 X 18000 0 0 FRANK FELICELLA TREASURER 1.00 X X 15000 258237 0 GREGORY MUENSTER BOARD MEMBER 1.00 X 18000 0 0 HELEN BAKER VICE PRESIDENT 1.00 X X 15000 389831 0 JAMES ALLEN BOARD MEMBER 1.00 X 15000 0 0 LAURIE PACKARD BOARD MEMBER 1.00 X 15000 0 0 LAWRENCE N BAKER CEO 1.00 X X 15000 453337 0 MARY WALDEN BOARD MEMBER 1.00 X 18000 0 0 PAUL PERRY BOARD MEMBER 1.00 X 18000 0 0 RANDALL FIELDS BOARD MEMBER 1.00 X 15000 0 0 JOHN BONFARDECI BOARD MEMBER 1.00 X 12000 0 0 LAURIE LYSSY CFO 1.00 1.00 X 0 388004 0 174000 1489409 0 0 0 1 0 DONNA MILLER BLUE SKY ABILITIES LLC PO BOX 151173 AUSTIN TX 78715 THERAPY SERVICES 1486456 LANAI THERAPIES LLC 420 THROCKMORTON ST 200 FORT WORTH TX 76102 THERAPY SERVICES 985480 ABUNDANT LIFE THERAPIES LLC 7 BROOKHAVEN DR ALLEN TX 75002 THERAPY SERVICES 623742 TOLDSON THERAPY 200 S 14TH STREET SUITE 100 MIDLOTHIAN TX 76065 THERAPY SERVICES 427961 IMAGINE THERAPIES LLC PO BOX 592901 SAN ANTONIO TX 78259 THERAPY SERVICES 397741 32 180509 180509 MEDICARE/MEDICAID PMTS 624100 45257516 45257516 45257516 531406 531406 9175 0 9175 9175 9175 OTHER INCOME 900099 17202 17202 17202 45995808 45257516 0 557783 X 142000 142000 22528251 18609425 3918826 67991 33978 34013 1300135 1081856 218279 1763820 1435598 328222 1814735 1814735 7479 7479 96943 96943 12426266 14939052 -2512786 7247 7247 657510 4520 652990 1788451 1788451 1087838 1087838 134610 33198 101412 36473 36473 823 823 259332 259332 188373 188373 DENTAL/ADAPATIVE AIDS/M 1019955 1019955 BANK AND SERVICE CHARGE 78694 78694 PERSONNEL RECRUITMENT 76977 76977 DUES & SUBSCRIPTIONS 39655 39655 85949 20228 65721 45609507 37177810 8431697 0 -182851 47349 28066722 21133112 1713448 1991458 473353 578649 3361440 2879190 576181 482250 202404 602591 4233193 2778862 35082450 27614271 4680477 2867839 4263756 2838268 16446230 11781166 25390463 17487273 X 0 0 0 0 9691987 10126998 9691987 10126998 35082450 27614271 386301 48710 0 X X 0 1 X 1 0 X 180509 180509 29538543 28639215 28576708 45493453 45257516 177505435 29538543 28639215 28576708 45493453 45438025 177685944 0 0 0 177685944 57518 11521 1320 131194 531406 732959 57518 11521 1320 131194 531406 732959 17202 17202 29596061 28650736 28578028 45624647 45986633 178436105 0.99580 0.99860 0.00410 0.00140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 437582 385231 52351 2383367 2173419 209948 540491 320540 219951 482250 FINANCE RIGHT-OF-USE ASSETS (NET) 20956 OPERATING RIGHT-OF-USE ASSETS (NET) 2757906 2778862 COMPANY CELL PHONE INSURANCE 37747 INTERCOMPANY PAYABLES 11743419 11781166 X PART X, LINE 2: DSSW IS A NOT-FOR-PROFIT ENTITY ORGANIZED AND OPERATED FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) WHICH EXEMPTS IT FROM FEDERAL AND STATE INCOME TAX. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE THAT THE COMPANY RECOGNIZE THE IMPACT OF A TAX POSITION THAT IS MORE LIKELY THAN NOT TO BE DISALLOWED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. TAX POSITIONS TAKEN RELATED TO THE COMPANY'S TAX STATUS AND FEDERAL AND STATE FILING REQUIREMENTS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT THEY WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE COMPANY HAS NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. AS OF DECEMBER 31, 2023, THE COMPANY'S TAX YEARS 2018 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION FOR FEDERAL TAX PURPOSES, AND 2019 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION FOR STATE TAX PURPOSES. X 0 0 0 0 0 0 0 0 0 LAWRENCE N BAKER CEO 0 307115 0 91651 15000 54571 0 0 0 0 15000 453337 0 0 HELEN BAKER VICE PRESIDENT 0 282711 0 69123 15000 37997 0 0 0 0 15000 389831 0 0 LAURIE LYSSY CFO 0 254299 0 90507 0 43198 0 0 0 0 0 388004 0 0 FRANK FELICELLA TREASURER 0 163791 0 51532 15000 42914 0 0 0 0 15000 258237 0 0 PART I, LINE 3 THE DSSW BOARD APPROVES THE BOARD STIPEND PAID TO THE CEO AS A BOARD MEMBER. THE CEO'S SALARY IS APPROVED AND PAID FOR BY A RELATED ENTITY WHICH OPERATES AS THE MANAGEMENT COMPANY FOR DSSW. FORM 990, PART VI, SECTION A, LINE 2 HELEN BAKER AND LAWRENCE N. BAKER ARE MOTHER AND SON. FORM 990, PART VI, SECTION A, LINE 3 DSSW MANAGEMENT INC, AN S CORP, PROVIDES THE EXECUTIVE STAFF TO DISABILITY SERVICES OF THE SOUTHWEST. THE EXECUTIVE STAFF CONSISTS OF THE CEO, CFO, PRESIDENT/COO, TREASURER AND VICE PRESIDENT. ALL OTHER POSITIONS ARE PROVIDED BY DISABILITY SERVICES OF THE SOUTHWEST. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD IS SENT A DRAFT OF THE 990 FOR REVIEW. ALL QUESTIONS AND CONCERNS ARE SENT TO THE CFO TO DISCUSS WITH CPA FIRM PRIOR TO FINALIZING RETURN AND FILING IT WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST IS A QUESTIONNAIRE THAT IS COMPLETED AND SIGNED. FORM 990, PART VI, SECTION B, LINE 15B THE BOARD OF DISABILITY SERVICES OF THE SOUTHWEST IS THE COMPENSATION COMMITTEE. AS SUCH, IT DETERMINES THE COMPENSATION OF BOARD MEMBERS BASED UPON INDUSTRY COMPARABILITY DATA. THE COMMITTEE DOCUMENTS ITS DISCUSSION, DECISION AND COMMUNICATION OF THE COMPENSATION TO THE AFFECTED MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 854,081. MANAGEMENT AND GENERAL EXPENSES -2,644,322. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -1,790,241. CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 66,243. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 66,243. TEMPORARY SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 65,293. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,293. SPECIALIZED THERAPY: PROGRAM SERVICE EXPENSES 14,084,971. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,084,971. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CONSUMER DIRECTED SERVICES IN TEXAS INC 6243 IH-10 WEST SUITE 430 SAN ANTONIO TX 78201 270170081 HEALTH CARE TX C 0 DSSW MANAGEMENT INC 6243 IH-10 WEST SUITE 430 SAN ANTONIO TX 78201 208682034 HEALTH CARE TX S 0 ADVANCE HI-TECH NURSING INC 6243 IH-10 WEST SUITE 375 SAN ANTONIO TX 78201 742377757 HEALTH CARE TX DSSW C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ADVANCE HI-TECH NURSING INC N 7552983 SHARING OF FACILITIES, EQUIPMENT ADVANCE HI-TECH NURSING INC O 81761 SHARING OF PAID EMPLOYEES ADVANCE HI-TECH NURSING INC D 11743419 BALANCE OWED AT YEAR END CONSUMER DIRECTED SERVICES IN TEXAS INC N 1527 SHARING OF FACILITIES, EQUIPMENT DSSW MANAGEMENT INC N 19009 SHARING OF FACILITIES, EQUIPMENT