2024-05-13T13:02:16-05:00 2023-06-30 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990 2022-07-01 231990596 BRIAN'S HOUSE INC BRIA 6103991175 757 SPRINGDALE DRIVE EXTON PA 19341 LORI PLUNKETT CEO 6103991175 2024-05-13 1 LORI PLUNKETT 999009999 0 BRIAN PAGE P02402981 2155677770 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LORI PLUNKETT 757 SPRINGDALE DRIVE EXTON PA 19341 34067669 0 X WWW.BRIANSHOUSE.ORG X 1976 PA BRIAN'S HOUSE SPECIALIZES IN THE CARE AND TREATMENT OF PEOPLE WITH DISABILITIES. 6 2 452 2 0 0 4515553 20605 29318826 34006841 7354 11023 0 12560 33841733 34051029 0 0 0 0 24296952 26566761 0 0 0 6327240 6835360 30624192 33402121 3217541 648908 18511706 18767477 5542356 5149218 12969350 13618259 X BRIAN'S HOUSE SPECIALIZES IN THE CARE AND TREATMENT OF PEOPLE WITH DISABILITIES. BRIAN'S HOUSE PROVIDES A BROAD RANGE OF HUMAN SERVICES TO PEOPLE WITH SPECIAL NEEDS AND CHALLENGES. THE PRIMARY GOAL IS TO MAXIMIZE EACH INDIVIDUAL'S POTENTIAL THROUGH THE DELIVERY OF HIGH-QUALITY SERVICES IN A SAFE AND HEALTHY ENVIRONMENT. BRIAN'S HOUSE STRIVES TO HELP INDIVIDUALS LEAD FULL AND REWARDING LIVES THROUGH THE ACQUISITION, DEVELOPMENT AND RETENTION OF SKILLS, AS WELL AS EXPOSURE TO A VARIETY OF LIFE EXPERIENCES. BRIAN'S HOUSE SERVES CHILDREN AND ADULTS WITH A VARIETY OF DISABILITIES. ALL OF OUR SERVICES REFLECT A PHILOSOPHY OF CARE THAT IS PERSONALIZED, POSITIVE AND PRACTICAL. 0 0 26793640 30636832 RESIDENTIAL SERVICES - BRIAN'S HOUSE OPERATES A NETWORK OF GROUP HOMES FOR DEVELOPMENTALLY DISABLED INDIVIDUALS. THESE COMMUNITY LIVING ARANGEMENTS ARE HIGHLY INDIVIDUALIZED, ACCOMMODATE A WIDE RANGE OF ABILITY LEVELS, AND PROVIDE 24-HOUR SUPERVISION. ON-SITE NURSING IS PROVIDED AROUND THE CLOCK FOR THE MEDICALLY FRAGILE. COMPREHENSIVE SUPPORT SERVICES MAXIMIZE PROGRESS TOWARD SELF-SUFFICIENCY AND COMMUNITY INVOLVEMENT. STAFF MEMBERS LEAD A VARIETY OF ACTIVITIES THAT PROMOTE TRUST, PERSONAL RESPONSIBILTY, SOCIALIZATION, AND ADAPTIVE WAYS OF MEETING PERSONAL NEEDS. A VARIETY OF DAY SERVICE PROGRAMS ARE AVAILABLE TO MEET PERSONAL NEEDS. 2422029 3323432 ADULT DAY SERVICES - THE ADULT DAY SERVICES PROGRAM SERVES 152 INDIVIDUALS WITH DEVELOPMENTAL DISORDERS. SERVICES INCLUDE SOCIAL AND COMMUNICATION SKILL BUILDING, SELF HELP TASK GUIDANCE AND TRAINING, SUPERVISED WORKSHOP EMPLOYMENT, AND COMMUNITY-BASED SUPPORTED EMPLOYMENT. EXPERIENCED STAFF MEMBERS COMBINE ATTENTIVE SUPERVISION WITH A PERSONALIZED APPROACH TO HABILITATION THAT INCLUDES FREQUENT COMMUNICATION WITH FAMILY MEMBERS. 34427 46577 BRIAN'S HOUSE ENTERPRISES' SUPPORTED EMPLOYMENT PROGRAM EMPOWERS INDIVIDUALS TO REACH BEYOND WHAT THEY MIGHT BELIEVE IS POSSIBLE FOR THEM. ONCE AN INDIVIDUAL HAS BEEN SUCCESSFUL IN PRE-VOCATIONAL PROGRAMS WE ASSESS THEIR INTERESTS AND SKILLS AND WORK WITH COMPANIES TO CUSTOMIZE OPPORTUNITIES THAT ARE A GOOD FIT FOR BOTH. 29250096 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 0 0 0 1 17 0 1 452 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X BARRY KIRSCH CONTROLLER 6103991175 757 SPRINGDALE DRIVE EXTON PA 19341 CAROLYN REICHENBACH TRUSTEE/PRESIDENT 1.00 3.00 X X 0 0 0 LORI PLUNKETT TRUSTEE/CEO BRIAN'S HOUSE 45.00 X X 0 224091 25933 DAWN DIAMOND TRUSTEE/SVP IO WOODS SVCS 1.00 54.00 X 0 428982 41551 THOMAS W GRANT TRUSTEE/TREAS/WOODS SVCS-C 2.00 53.00 X X 0 502131 30458 ELIZABETH HAYDEN TRUSTEE/STRAT DIR WOODS SV 1.00 39.00 X X 0 131417 11471 GUY TRIANO TRUSTEE 1.00 X 0 0 0 ALHASSAN KAMARA NURSING DIRECTOR 40.00 X 140122 0 11275 JOSEPH KIIRU DIRECT CARE COUNSELOR 40.00 X 153091 0 25693 LAJEEN WARREN DIRECT CARE SUPERVISOR 40.00 X 147572 0 25340 FETA KPANGBAI DIRECT CARE COUNSELOR 40.00 X 155673 0 20172 MILDRED CHINEMO DIRECT CARE COUNSELOR 40.00 X 142605 0 14948 739063 1286621 206841 25 0 1 0 MCCORMICK MANAGEMENT SERVICES 264 BIRCH HOLLOW DRIVE BORDENTOWN NJ 08505 GENERAL CONTRACTING 369315 BUCK RUN BUILDERS 408 SCHOOL LANE ROAD GAP PA 17527 GENERAL CONTRACTING 139164 2 20605 20605 RESIDENTIAL SERVICES 624310 30636832 30636832 VOCATIONAL PROGRAM 624310 3323432 3323432 BRIAN'S HOUSE ENTERPRISES 624310 46577 46577 34006841 27663 16640 11023 11023 11023 OTHER 900099 12560 12560 12560 34051029 34017864 0 12560 21310996 19571113 1739883 712850 593051 119799 2962064 2611504 350560 1580851 1451534 129317 991 991 485163 485163 23565 20062 3503 110789 72900 37889 281312 68043 213269 2975896 2566011 409885 419584 366012 53572 92620 47445 45175 780383 639110 141273 708186 614522 93664 FOOD 532577 524518 8059 PRESCRIPTIONS 114042 683 113359 MEDICAL SUPPLIES 87340 87340 REHABILITATION 85541 53929 31612 137371 49659 87712 33402121 29250096 4152025 0 5635898 5563924 131112 131687 3476473 3648061 80857 153751 16954867 9219004 8093266 7735863 1094100 1534191 18511706 18767477 2122080 2160763 21000 2601745 2262752 818531 704703 5542356 5149218 X 12945867 13594776 23483 23483 12969350 13618259 18511706 18767477 648908 0 X 0 1 X 1 1 1 X 41152 1355021 807789 4515553 33165 6752680 21913130 23874581 25954563 29318826 34006841 135067941 21954282 25229602 26762352 33834379 34040006 141820621 0 0 0 141820621 21954282 25229602 26762352 33834379 34040006 141820621 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1795935 1795935 10472879 5889799 4583080 1472977 1104344 368633 3213076 2224861 988215 7735863 OPERATING LEASES ROU ASSETS 630077 OTHER ASSETS 904114 1534191 DUE TO AFFILIATE 408587 OPERATING LEASES ROU LONG-TERM LIABILITY 296116 704703 X PART X, LINE 2: BRIAN'S HOUSE IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE CODE, EXCEPT FOR UNRELATED BUSINESS INCOME. BRIAN'S HOUSE HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. UNDER ACCOUNTING STANDARDS CODIFICATION ("ASC") 740-10, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. THE ASSESSMENT OF THE TAX POSITION IS BASED SOLELY ON THE TECHNICAL MERITS OF THE POSITION, WITHOUT REGARD TO THE LIKELIHOOD THAT THE TAX POSITION MAY BE CHALLENGED. BRIAN'S HOUSE HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. X X X 0 1 0 0 0 0 0 1 0 THOMAS W GRANT TRUSTEE/TREAS/WOODS SVCS-C 0 347631 0 135000 0 19500 0 12200 0 18258 0 532589 0 0 DAWN DIAMOND TRUSTEE/SVP IO WOODS SVCS 0 332982 0 96000 0 0 0 28340 0 13211 0 470533 0 0 LORI PLUNKETT TRUSTEE/CEO BRIAN'S HOUSE 0 188091 0 36000 0 0 0 12554 0 13379 0 250024 0 0 JOSEPH KIIRU DIRECT CARE COUNSELOR 153091 0 0 0 0 0 9245 0 16448 0 178784 0 0 0 FETA KPANGBAI DIRECT CARE COUNSELOR 155673 0 0 0 0 0 10186 0 9986 0 175845 0 0 0 LAJEEN WARREN DIRECT CARE SUPERVISOR 147572 0 0 0 0 0 8985 0 16355 0 172912 0 0 0 MILDRED CHINEMO DIRECT CARE COUNSELOR 142605 0 0 0 0 0 5619 0 9329 0 157553 0 0 0 ALHASSAN KAMARA NURSING DIRECTOR 140122 0 0 0 0 0 2683 0 8592 0 151397 0 0 0 PART I, LINE 3 COMPENSATION FOR THE CEO AND OTHER OFFICERS IS DETERMINED THROUGH A PROCESS OVERSEEN BY AN INDEPENDENT TRUSTEE IN HIS/HER ROLE AS CHAIRMAN OF THE COMPENSATION/BENEFITS COMMITTEE. THIS COMMITTEE MAKES RECOMMENDATIONS SUPPORTED BY: 1) COMPARABILITY DATA AVAILABLE THROUGH A MAJOR ANNUAL COMPENSATION SURVEY OF SIMILAR AGENCIES THROUGHOUT SEVEN STATES, AND 2) COMPARABILITY OF LOCAL/REGIONAL NONPROFITS OF SIGNIFICANT SIZE. RECOMMENDATIONS ARE PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR FINAL APPROVAL. NO OFFICERS OR STAFF ARE INVOLVED IN THE DELIBERATION REGARDING COMPENSATION FOR THE CEO. THE CEO DOES PARTICIPATE IN DELIBERATIONS REGARDING COMPENSATION FOR THE VICE PRESIDENTS. THE CHAIRAMAN OF THE PERSONNEL/PENSION COMMITTEE DOCUMENTS THE FINAL RECOMMENDATIONS AND DETERMINATIONS. PART I, LINE 4B A NONQUALIFIED DEFERRED COMPENSATION PLAN UNDER SECTION 457(B) OF THE INTERNAL REVENUE CODE HAS BEEN ESTABLISHED FOR SOME MEMBERS OF THE WOODS SERVICES MANAGEMENT TEAM. THOMAS GRANT - $19,500 (457(B)) PART I, LINE 7 BONUSES ARE BASED ON A NUMBER OF VARIABLES INCLUDING BUT NOT LIMITED TO INDIVIDUAL GOAL ACHIEVEMENTS AS WELL AS ORGANIZATION OPERATION ACHIEVEMENTS. THE FINAL DETERMINATION OF THE BONUS AMOUNT IS DETERMINED AND APPROVED BY THE BOARD AS PART OF THE OVERALL COMPENSATION REVIEW OF THE OFFICERS. FORM 990, PART VI, SECTION B, LINE 11B THE BRIAN'S HOUSE CONTROLLER REVIEWS THE RETURN IN DETAIL. THE FINAL FORM 990 IS THEN PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND OFFICERS COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. IF A BOARD MEMBER IS DETERMINED TO HAVE A CONFLICT WITH REGARD TO A PARTICULAR ISSUE, THE MEMBER ABSTAINS FROM VOTING ON THE ISSUE. IN ADDITION, CONTRACT AND BUSINESS RELATIONSHIPS ARE SCRUTINIZED FOR POSSIBLE CONFLICTS. STAFF ARE REQUIRED TO REPORT ANY CONFLICTS OF INTEREST WITH CONTRACTORS, CARRIERS, SUPPLIERS, CONSULTANTS, PARENTS, AGENCIES AND OTHER PERSONS DOING BUSINESS WITH WOODS RESOURCES AND ITS RELATED ORGANIZATIONS. REPORTED CONFLICTS ARE INVESTIGATED DEPENDING ON THE NATURE OF THE CONFLICT. BASED ON THE OUTCOME OF THE INVESTIGATION, A RANGE OF ACTIONS FROM EITHER AN EMPLOYEE COUNSELING STATEMENT TO TERMINATION COULD OCCUR. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE CEO AND OTHER OFFICERS IS DETERMINED THROUGH A PROCESS OVERSEEN BY AN INDEPENDENT TRUSTEE IN HIS/HER ROLE AS CHAIRMAN OF THE COMPENSATION/BENEFITS COMMITTEE. THIS COMMITTEE MAKES RECOMMENDATIONS SUPPORTED BY: 1) COMPARABILITY DATA AVAILABLE THROUGH A MAJOR ANNUAL COMPENSATION SURVEY OF SIMILAR AGENCIES THROUGHOUT SEVEN STATES, AND 2) COMPARABILITY OF LOCAL/REGIONAL NONPROFITS OF SIGNIFICANT SIZE. RECOMMENDATIONS ARE PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES FOR FINAL APPROVAL. NO OFFICERS OR STAFF ARE INVOLVED IN THE DELIBERATION REGARDING COMPENSATION FOR THE CEO. THE CEO DOES PARTICIPATE IN DELIBERATIONS REGARDING COMPENSATION FOR THE VICE PRESIDENTS. THE CHAIRMAN OF THE PERSONNEL/PENSION COMMITTEE DOCUMENTS THE FINAL RECOMMENDATIONS AND DETERMINATIONS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE IN THE OFFICE OF THE CHIEF FINANCIAL OFFICER FOR PUBLIC REVIEW UPON REQUEST. WOODS SERVICES INC PO BOX 36 LANGHORNE PA 19047 221322002 PARENT PA 501 (C)(3) LINE 2 N/A 0 ALLIES INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 223677684 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 WOODS RESOURCES 1 ABILITIES OF NORTHWEST JERSEY INC 264 ROUTE 31 NORTH WASHINGTON NJ 07882 222053518 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 ALLIES INC 1 ALLIES HOMES INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 760752597 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 ALLIES INC 1 ALLIES HOMES 2004 INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 204671567 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 ALLIES INC 1 ALLIES HOMES 2005 INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 205666181 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 10 ALLIES INC 1 ALLIES HOMES 2009 INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 273720171 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 ALLIES INC 1 DREAMSCAPES-BUILDING VISIONS INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 452122459 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 10 ALLIES INC 1 MIDDLETOWN HOMES INC 1262 WHITEHOUSE - HAMILTON SQUARE HAMILTON NJ 08690 455106534 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 ALLIES INC 1 ARCHWAY PROGRAMS INC 280 JACKSON ROAD PO BOX 668 ATCO NJ 08004 222401037 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 WOODS RESOURCES 1 BRIAN'S HOUSE PRICE LANE 757 SPRINGDALE DRIVE EXTON PA 19341 232752842 RESIDENT ORGANIZATION PA 501 (C)(3) LINE 10 BRIAN'S HOUSE 1 LEGACY TREATMENT SERVICES INC 1289 ROUTE 38 WEST HAINESPORT NJ 08036 210638161 RESIDENT ORGANIZATION NJ 501 (C)(3) LINE 7 WOODS RESOURCES 1 COMMUNITY TREATMENT SOLUTIONS 263 WEST ROUTE 38 SUITE 210 MOORESTOWN NJ 08057 223042664 CHILD WELFARE NJ 501 (C)(3) LINE 7 LEGACY TREAMENT 1 LANDMARK PROPERTY MANAGEMENT INC 43 HIGH STREET MOUNT HOLLY NJ 08060 521819856 MANAGEMENT NJ 501 (C)(3) LINE 7 LEGACY TREAMENT 1 THE LEGACY TREATMENT SERVICES FOUNDATION 1289 ROUTE 38 WEST HAINESPORT NJ 08036 200034903 FUNDRAISING NJ 501 (C)(3) LINE 12A, I LEGACY TREAMENT 1 TABOR SERVICES INC 57 EAST ARMAT STREET PHILADELPHIA PA 19144 232660436 SUPPORTING PA 501 (C)(3) LINE 12A, I WOODS RESOURCES 1 TABOR CHILDREN'S SERVICES INC 57 EAST ARMAT STREET PHILADELPHIA PA 19144 232148612 CHILD WELFARE PA 501 (C)(3) LINE 7 TABOR SERVICES 1 TABOR COMMUNITY PARTNERS 57 EAST ARMAT STREET PHILADELPHIA PA 19144 463728190 COMMUNITY AG PA 501 (C)(3) LINE 10 TABOR CHILDREN'S SERVICES 1 RL HEALTH 40 MARTIN GROSS DRIVE LANGHORNE PA 19047 822874982 HEALTH PA 501 (C)(3) LINE 7 WOODS RESOURCES 1 WOODS AFFILIATION CORPORATION PO BOX 36 LANGHORNE PA 19047 320450302 HOLDING CORPORATION PA 501 (C)(3) LINE 7 WOODS RESOURCES 1 WOODS RESOURCES INC PO BOX 36 LANGHORNE PA 19047 232322136 SUPPORTING PA 501 (C)(3) LINE 12A, I WOODS SERVICES 1 WOODS SERVICES FOUNDATION PO BOX 36 LANGHORNE PA 19047 232322137 FUNDRAISING PA 501 (C)(3) LINE 12A, I WOODS SERVICES 1 WOODS SERVICES OF NEW JERSEY 1262 WHITEHORSE HAMILTON SQUARE ROA HAMILTON NJ 08690 854237399 CHILD WELFARE NJ 501 (C)(3) LINE 7 WOODS SERVICES 1 WOODS FOUNDATION OF NEW JERSEY INC 1262 WHITEHORSE HAMILTON SQUARE ROA HAMILTON NJ 08690 871489417 FUNDRAISING NJ 501 (C)(3) LINE 12A, I WOODS SERVICES 1 WOODS SERVICES WORKERS COMPENSATION TRUST PO BOX 36 LANGHORNE PA 19047 232407907 WORKERS COMP PA 501(C)(4) WOODS SERVICES 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0