2024-05-14T13:22:09-05:00 2023-06-30 420714325 RSM US LLP 6 S Patterson Blvd Dayton OH 45402 990 2022-07-01 620854890 Shelby Residential & Vocational Services Inc SHEL 9013126812 3971 Knight Arnold Rd Memphis TN 381183004 Michael Tang CFO 9013126812 2024-05-13 1 Michael Tang XXX-XX-XXXX 1 Karen O Crim P00368385 9372980201 2024-05-13 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z Shannon Durbin 3971 Knight Arnold Rd Memphis TN 381183004 21957095 0 X www.srvs.org X 1970 TN To provide the services that people with disabilities need to live meaningful lives as members of their communities. 18 15 0 17 0 0 1862639 2258340 26465202 19369044 -110314 88330 127296 161325 28344823 21877039 0 0 0 0 23484294 0 0 0 214963 6876789 22302924 30361083 22302924 -2016260 -425885 11136048 19382851 2450697 3300764 8685351 16082087 X To provide the services that people with disabilities need to live meaningful lives as members of their communities. 0 0 8318591 0 9328530 Provided residential care for adults and children with developmental disabilities. SRVS has over 80 living sites in the community with a variety of living options. 6010607 0 7635326 Provided health care facilities for developmentally disabled individuals needing less intensive care than that offered at a hospital or skilled nursing facility. 403745 0 246702 Provided day care programs for adults with developmental disabilities and opportunity to participate in meaningful and productive activities in the community. 2481524 0 2158486 Provided assistance for children and adults with intellectual/developmental disabilities. Provided vocational training and help develop strong work ethic and skills for competitive employment.Offers services providing a family-centered approach to early intervention and therapy services. Programs and services are child-focused and designed to meet the individual needs of each child. 2481524 0 2158486 17214467 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 18 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 TN X Michael Tang 6103727712 135 N Prospect Street Reading PA 19606 Ryan D Smith Board Member 1.00 54.00 X 0 1296820 10605 Teresa Cooper Board Member 40.00 0.00 X 85443 0 3052 Tyler Hampton Executive Director 1.00 0.00 X X 0 0 0 George Brogdon Chairperson 1.00 0.00 X X 0 0 0 Robert McBride 1st Vice Chairperson 1.00 0.00 X X 0 0 0 John J Williams Secretary 1.00 0.00 X X 0 0 0 Tom Sullivan Treasurer, resigned 1.00 0.00 X X 0 0 0 Jay Ebelhar Past Chairperson 1.00 0.00 X 0 0 0 John Barizza Board Member 1.00 0.00 X 0 0 0 Nancy Cox Board Member, resigned 1.00 0.00 X 0 0 0 Mike Harless Board Member 1.00 0.00 X 0 0 0 Dr Jerilyn Hayward Board Member 1.00 0.00 X 0 0 0 Anne Hotze Board Member 1.00 0.00 X 0 0 0 Cynthia Jaggers Board Member 1.00 0.00 X 0 0 0 Dottie Jones Board Member 1.00 0.00 X 0 0 0 Curtis Kittrell Board Member 1.00 0.00 X 0 0 0 Katie Midgley Board Member 1.00 0.00 X 0 0 0 Patricia Possel Board Member 1.00 0.00 X 0 0 0 Leroy Smith Board Member 1.00 0.00 X 0 0 0 Jeffrey Giovino Member 1.00 54.00 X X 0 964007 8597 Jennifer P Gassen Secretary, non-voting 1.00 54.00 X 0 243511 13016 85443 2504338 35270 0 0 1 0 0 51712 435338 1678120 93170 2258340 Contract Revenue 623000 19067233 19067233 Client Fees 623000 172882 172882 Room & Board 623000 129820 129820 Sales Discounts 900099 -891 -891 19369044 7147 7147 81183 0 81183 81183 81183 63818 435338 80056 -16238 -16238 177563 177563 177563 21877039 19369044 0 249655 X 442812 75868 366944 16023 16023 69398 69398 17991892 14749860 3027069 214963 240687 177592 63095 229447 213785 15662 21866 10167 11699 227533 70452 157081 408787 249271 159516 Supplies and Operating 2122176 1342883 779293 Maintenance and Repairs 300104 182998 117106 Housekeeping Expense 205427 125266 80161 Communications 26772 16325 10447 22302924 17214467 4873494 214963 2007376 4528681 244120 0 2401161 2504471 0 3000000 39538 54100 9120064 227530 6005846 8892534 6033 0 429974 0 2000 403065 11136048 19382851 1412769 578223 0 325406 290711 0 747217 55588 0 2341547 2450697 3300764 X 8675451 16082087 9900 0 8685351 16082087 11136048 19382851 X -425885 7822621 X 0 1 X 1 0 X 1853911 1805592 2657624 1862639 2258340 10438106 1853911 1805592 2657624 1862639 2258340 10438106 292452 10145654 59489 48636 35384 1767 7147 152423 248462 294847 127296 177564 848169 11438698 120737787 0.88700 0.90890 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2018 Amount: $ 248,462. 2019 Amount: $ 294,847. 2020 Amount: $ 0. 2021 Amount: $ 127,296. 2022 Amount: $ 177,564. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 1666000 1666000 7047227 161840 6885387 49838 14187 35651 356999 51503 305496 8892534 Due to APIS Services 2341547 2341547 X Part IV, Line 2b: The organization maintains a financial case management division for selected clients, whereby the client's social security checks are deposited monthly and their expenses are paid by SRVS staff. Part X, Line 2: The Organization is exempt from federal income taxes under Internal Revenue Code Section 501(c)(3). The Organization incurred no income tax expense for the years ended June 30, 2023 and 2022. In accordance with U.S. GAAP, the Organization accounts for uncertain tax positions, if any, as required. Using that guidance, management has determined that there are no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. All are subject to examination by the Internal Revenue Service generally for three years after they are filed. Sparkling Nights 335710 282613 53097 34212 CBIZ Conference 125943 125943 30622 1 37503 26782 10721 15222 499156 435338 63818 80056 80056 -16238 0 0 0 0 0 0 0 0 0 Ryan D Smith Board Member 0 1000000 0 285000 0 11820 0 0 0 10605 0 1307425 0 0 Jeffrey Giovino Member 0 792731 0 165000 0 6276 0 0 0 8597 0 972604 0 0 Jennifer P Gassen Secretary, non-voting 0 166011 0 77500 0 0 0 0 0 13016 0 256527 0 0 Part I, Line 3 Compensation is determined by the Salary Review Committee (SRC), based on an annual benchmarking process that typically considers data from 990s of comparable organizations, compensation studies by Guidestar Charity Navigator and similar publicly available sources, and advice from external consultants. Form 990, Part VI, Section B, line 11b A copy of the 990 is provided to the Board of Directors prior to filing. Form 990, Part VI, Section B, line 12c The Executive Director reviews the conflict of interest statements completed and signed by all board members. The Executive Director of the organization is responsible for reviewing and signing all contracts involving the organization. Form 990, Part VI, Section B, line 15 The organization reported in Part VII compensation that is paid and reported by APIS Services, Inc. (EIN: 82-1809627), a related organization. Compensation is allocated between the filing organization and related organizations on this return based on which organization is the common law employer. Form 990, Part VI, Section C, line 19 A copy of the governing documents, conflict of interest policy and financial statements are available upon request for the same period of disclosure as set forth in IRC Section 6104(d). Form 990, Part IX, line 11g Contracted Personnel: Program service expenses 14,532,969. Management and general expenses 1,978,044. Fundraising expenses 214,963. Total expenses 16,725,976. Other Professional Fees: Program service expenses 216,891. Management and general expenses 1,049,025. Fundraising expenses 0. Total expenses 1,265,916. Form 990, Part XI, line 9: Inherent Contributions of Net Assets from Affiliates 10,507,972. Contribution from Parent 6,000,000. Net Assets Transferred -8,685,351. Abraxas Alliance Inc 2840 Liberty Ave Suite 300 Pittsburgh PA 15222 863980032 Provide residential and nonresidential services to at-risk youth FL 501(c)(3) Line 10 Inperium Inc 1 Advancing Opportunities Inc 610 Beverly-Rancocas Road Willingboro NJ 08046 221550592 Provide program support to individuals with various disabilities NJ 501(c)(3) Line 7 Inperium of New Jersey Inc 1 Alvarium Healthcare Inc 135 N Prospect Street Reading PA 19606 824370040 Provide treatment, support, and care for persons with disabilities PA 501(c)(3) Line 10 Inperium Inc 1 Anchors - from Carol 135 N Prospect Street Reading PA 19606 842418705 Provide services to those impacted by cancer and learning disabilities PA 501(c)(3) Line 10 Inperium Inc 1 APIS Services Inc 135 N Prospect Street Reading PA 19606 821809627 Provide operational, management, and administrative services PA 501(c)(3) Line 12b, II Inperium Inc 1 CHOR Youth and Family Services Inc 1010 Centre Avenue Reading PA 19601 232911839 Provide services to youths, including community PA 501(c)(3) Line 10 The Children's Home of Reading 1 Community Prevention Partnership 135 N Prospect Street Reading PA 19606 232735283 Promote healthier community through various programs PA 501(c)(3) Line 7 Inperium Inc 1 Conexio Care Inc 590 Naamans Road Claymont DE 19703 863414545 Provide healthcare, housing, employment opportunities, counseling for MH DE 501(c)(3) Line 10 Inperium Inc 1 Crossroads Programs Inc 610 Beverly-Rancocas Road Willingboro NJ 08046 222215356 Provide services to at-risk youth NJ 501(c)(3) Line 7 Inperium of New Jersey Inc 1 Guidance Center of Camden County Development Corporation 2500 McClellan Ave Suite 300 Pennsauken NJ 08109 222397467 Provide supervised residences for adults with psychiatric diagnoses NJ 501(c)(3) Line 7 South Jersey Behavioral Health Resources Inc 1 Inperium of New Jersey Inc 135 N Prospect Street Reading PA 19606 822927898 To support organizations incorporated in New Jersey NJ 501(c)(3) Line 12b, II Inperium Inc 1 Inperium Inc 135 N Prospect Street Reading PA 19606 811159891 Management oversight and support PA 501(c)(3) Line 12b, II N/A 0 Iron Recovery and Wellness Center Inc 132 Perry Street Trenton NJ 08618 222511879 Provide rehabilitation services to persons with substance abuse disorders NJ 501(c)(3) Line 7 Inperium of New Jersey Inc 1 La Colmena Inperium Inc 135 N Prospect Street Reading PA 19606 853738325 Provide operational, management, and administrative services TX 501(c)(3) Line 12b, II Inperium Inc 1 Marc Housing Inc 3971 Knight Arnold Road Memphis TN 38118 581382494 Housing TN 501(c)(3) Line 7 Shelby Residential & Vocational Services Inc 1 Reading Specialists Education Association 220 N Fifth Street Reading PA 19601 450463456 Provide dedicated professional counseling PA 501(c)(3) Line 10 Inperium Inc 1 South Jersey Behavioral Health Resources Inc 2500 McClellan Ave Suite 300 Pennsauken NJ 08109 222560556 Provide mental health and IDD residential services NJ 501(c)(3) Line 10 Inperium of New Jersey Inc 1 SRVS Group Home I Inc 3971 Knight Arnold Road Memphis TN 38118 581901717 Housing TN 501(c)(3) Line 10 Shelby Residential & Vocational Services Inc 1 SRVS Group Home II Inc 3971 Knight Arnold Road Memphis TN 38118 581900973 Housing TN 501(c)(3) Line 10 Shelby Residential & Vocational Services Inc 1 SRVS Home III Inc 3971 Knight Arnold Road Memphis TN 38118 582022138 Housing TN 501(c)(3) Line 10 Shelby Residential & Vocational Services Inc 1 Supportive Concepts for Families Inc 135 N Prospect Street Reading PA 19606 232713290 Provide program support to individuals with IDD PA 501(c)(3) Line 10 Inperium Inc 1 The Children's Home of Reading 1010 Centre Avenue Reading PA 19601 231352080 Raise funds to support affiliate organization programs PA 501(c)(3) Line 7 Inperium Inc 1 Wake Enterprises Inc 3548 Bush Street Raleigh NC 27609 561248778 Provide vocational and social development services to adults with IDD NC 501(c)(3) Line 10 Inperium Inc 1 CannaLorem Inc 100 Charles Ewing Blvd Suite 160 Ewing NJ 08628 450652810 Research and development NJ Inperium Inc C 1 Fortis Holdings Inc 135 N Prospect Street Reading PA 19606 473550736 To hold common shares and support the Employee Stock Ownership Program PA Supportive Concepts For Families Inc S 1 Inperium of New York Inc 135 N Prospect Street Reading PA 19606 825432996 To support future organizations incorporated in New York NY Inperium Inc C 1 0 0 0 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 Marc Housing Inc D 107419 Cash APIS Services Inc E 2341547 Cash SRVS Group Home I Inc E 54014 Cash SRVS Home III Inc E 62772 Cash APIS Services Inc M 362230 Cash APIS Services Inc O 14208801 Cash