2024-03-28T17:49:31-05:00 2023-06-30 462982708 FITZPATRICK LEARY & SZARKOLLC 1447 YORK ROAD STE 703 LUTHERVILLE MD 21093 990 2022-07-01 237389044 FORWARD VISIONS INC FORW 4105848500 120 COCKEYSVILLE ROAD 204 HUNT VALLEY MD 21030 WENDY BOHDEL EXECUTIVE DIRECTOR 4105848500 2024-03-25 1 WENDY BOHDEL 999009999 1 NICOLE R SZARKO CPA P00646988 4103071400 2024-03-25 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z WENDY BOHDEL 120 COCKEYSVILLE ROAD 204 HUNT VALLEY MD 21030 6366100 0 X WWW.FORWARDVISIONSINC.ORG X 1973 MD TO PROVIDE RESIDENTIAL AND SUPPORT SERVICES FOR DEVELOPMENTALLY DISABLED PERSONS THAT ENABLE THEM TO MAXIMIZE THEIR INTELLECTUAL AND SOCIAL GROWTH, LIVE IN COMMUNITIES OF THEIR CHOICE AS PRODUCTIVE, HAPPY AND SUCCESSFUL CITIZENS, REACH THEIR OWN UNIQUE POTENTIAL AND TO PROVIDE ONGOING PHYSICAL AND EMOTIONAL SUPPORT FOR OPTIMAL DEVELOPMENT. 6 6 114 6 0 0 57610 222042 5172997 6066599 10772 26425 8906 20396 5250285 6335462 0 0 0 0 3270200 4045976 0 0 0 1423426 1319561 4693626 5365537 556659 969925 5293543 6986113 1527783 2217405 3765760 4768708 X TO PROVIDE RESIDENTIAL AND SUPPORT SERVICES FOR DEVELOPMENTALLY DISABLED PERSONS THAT ENABLE THEM TO MAXIMIZE THEIR INTELLECTUAL AND SOCIAL GROWTH, LIVE IN COMMUNITIES OF THEIR CHOICE AS PRODUCTIVE, HAPPY AND SUCCESSFUL CITIZENS, REACH THEIR OWN UNIQUE POTENTIAL AND TO PROVIDE ONGOING PHYSICIAL AND EMOTIONAL SUPPORT FOR OPTIMAL DEVELOPMENT. 0 0 4170642 5211019 RESIDENTIAL SERVICES - TO PROVIDE 24 HOUR RESIDENTIAL SERVICES TO DEVELOPMENTALLY DISABLED INDIVIDUALS TO MEET THEIR PHYSICAL, SOCIAL, DEVELOPMENTAL AND PSYCHOLOGICAL NEEDS. 490472 875976 PERSONAL SUPPORTS - THE ORGANIZATION HAS A CONTRACT WITH MDH TO HELP INDIVIDUALS TRANSITION INTO COMMUNITY-BASED LIVING. THE GOAL OF THIS PROGRAM IS TO GIVE CLIENTS INDEPENDENT LIVING WITH ACCESS TO DEPENDABLE AND KNOWLEDGEABLE SUPPORT STAFF. THE ORGANIZATION FOCUSES ON TEACHING THE SKILLS NEEDED TO PARTICIPATE IN EVERYDAY EVENTS OF LIFE. 4661114 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 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 8 0 1 114 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 6 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 MD X WENDY BOHDEL 4105848500 120 COCKEYSVILLE ROAD SUITE 204 COCKEYSVILLE MD 21030 DIANE C BRISTOW PRESIDENT 3.00 X X 0 0 0 SALINA GANGADEEN DIRECTOR 1.00 X 0 0 0 DARLENE HICKS TREASURER 3.00 X X 0 0 0 GAIL PICKERING DIRECTOR 1.00 X 0 0 0 GALE KNOEDLER SECRETARY 3.00 X X 0 0 0 JEAN DUDLEY DIRECTOR 1.00 X 0 0 0 THERESSA JOHANN EXECUTIVE DIRECTOR THRU 6/30/22 40.00 X 52692 0 0 WENDY BOHDEL EXECUTIVE DIRECTOR 7/1/22 - PRESENT 40.00 X 55094 0 414 107786 0 414 0 0 0 0 0 106074 115968 222042 RESIDENTIAL FEES 900099 4919990 4919990 PERSONAL SUPPORT FEES 900099 875976 875976 CLIENT FEES 900099 197035 197035 PRIVATE PAY RESIDENTIA 900099 38400 38400 RESPITE REVENURE 900099 35198 35198 6066599 19185 19185 37878 30638 7240 7240 7240 MISCELLANEOUS 900099 20396 20396 20396 6335462 6086995 0 26425 108007 96267 11740 3427630 3055063 372567 239293 213282 26011 271046 241583 29463 60450 60450 327 327 110276 86815 23461 538 538 65082 399 64683 27895 27895 67757 38841 28916 58897 55990 2907 61066 61066 120309 111779 8530 131075 116827 14248 DIRECT CARE STAFFING 228990 228905 85 CLIENT FOOD AND ENTERTA 122481 122481 REPAIRS AND MAINTENANCE 84714 79743 4971 UTILITIES 52545 50463 2082 127159 101610 25549 5365537 4661114 704423 0 1671966 2880938 724601 805283 401143 58485 34817 160000 22069 26487 44346 3716936 1644675 1626558 2072261 273107 399046 5000 5000 747339 321210 5293543 6986113 240097 301655 338113 226340 592049 674614 357524 1014796 1527783 2217405 X 3590415 4209009 175345 559699 3765760 4768708 5293543 6986113 X 969925 -11749 415868 -368637 -2459 X X 0 1 X 1 0 X 3932738 4253551 5382900 5230607 6263613 25063409 3932738 4253551 5382900 5230607 6263613 25063409 25063409 10634 10324 21506 6572 19185 68221 6040 2076 8906 20396 37418 25169048 0.99580 0.99670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 175345 -2264 173081 199500 -24155 175345 198500 1000 2246 2246 199500 197500 1000 15261 15261 198500 197500 14025 14025 197500 1.00000 0 0 557359 557359 1432792 905342 527450 1232515 528983 703532 114599 85819 28780 379671 124531 255140 2072261 DUE TO MARYLAND DEPT. OF HEALTH 355129 PARTICIPATION LIABILITY 538969 LEASE LIABILITY 120698 1014796 X 6761823 -11749 415868 22569 426688 6335135 327 327 6335462 5390238 25028 25028 5365210 327 327 5365537 PART IV, LINE 2B: FORWARD VISIONS IS THE REPRESENTATIVE PAYEE FOR FUNDS HELD ON BEHALF OF THEIR CLIENTS. WE RECEIVE DEPOSITS OF SSI AND SSA AMOUNTS AND OTHER INCOME MONTHLY AND DISBURSE THESE FUNDS AS NEEDED ON A MONTHLY BASIS. WE HAVE A FIDUCIARY RESPONSIBILITY TO MANAGE THE CLIENT'S MONEY ON THEIR BEHALF AND IN THEIR BEST INTEREST. WE DO THIS ON BEHALF OF THESE CLIENTS WITHOUT CHARGING A FEE. PART V, LINE 4: REPAIRS AND MAINTENANCE RESERVE FUND FOR GROUP HOMES PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR INCOME TAX PROVISIONS IN ACCORDANCE WITH FINANCIAL ACCOUNTING STANDARDS BOARD ACCOUNTING STANDARDS CONCEPT TOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH CREATES A SINGLE MODEL TO ADDRESS UNCERTAINTY IN TAX POSITIONS AND CLARIFIES THE ACCOUNTING FOR INCOME TAXES BY PRESCRIBING THE MINIMUM RECOGNITION THRESHOLD A TAX POSITION IS REQUIRED TO MEET BEFORE BEING RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES THAT ITS INCOME TAX FILING POSITIONS AND DEDUCTIONS WILL BE SUSTAINED UPON EXAMINATION AND, ACCORDINGLY, HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES, AT JUNE 30, 2023 AND 2022 FOR UNCERTAIN INCOME TAX POSITIONS. THE ORGANIZATION CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. THE ORGANIZATION HAS ADOPTED A POLICY UNDER WHICH, IF REQUIRED TO BE RECOGNIZED IN THE FUTURE, IT WILL CLASSIFY INTEREST RELATED TO THE UNDERPAYMENT OF INCOME TAXES AS A COMPONENT OF INTEREST EXPENSE, AND WILL CLASSIFY ANY RELATED PENALTIES IN MANAGEMENT AND GENERAL EXPENSES IN THE STATEMENTS OF FUNCTIONAL EXPENSES AND STATEMENTS OF ACTIVITIES. THE ORGANIZATION BELIEVES THEY ARE SUBJECT TO INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR THE CURRENT YEAR AND THE LAST THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: THEFT RECOVERY FROM UNAUTHORIZED OFFICER ADVANCES 22,569. PART XII, LINE 2D - OTHER ADJUSTMENTS: BAD DEBT EXPENSES 25,028. JOSEPH LINGENFELTER FORMER BOARD MEMBER, (BALANCE DUE BEEN REDUCED TO EST. COLLECTIBLE VALUE) TO REPAY UNAUTHORIZED CASH ADVANCES (THEFT FROM THE ORGANIZATION) X 559855 22069 1 0 1 THERESSA JOHANN FORMER EXEC DIR. (BALANCE DUE HAS BEEN REDUCED TO EST. COLLECIBLE VALUE) TO REPAY UNAUTHORIZED CASH ADVANCES (THEFT FROM THE ORGANIZATION) X 58840 0 1 0 0 22069 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE BOARD OF DIRECTORS DURING A REGULARLY SCHEDULED MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY WITH ALL BOARD MEMBERS AND WITH ANY NEW MEMBERS PRIOR TO THEM ACCEPTING A POSITION ON THE BOARD. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE ON SITE UPON REQUEST FORM 990, PART XI, LINE 9: BAD DEBT RECOVERY- THEFT LOSS FROM UNAUTHORIZED OFFICER ADVANCES 22,569. BAD DEBT EXPENSE -25,028. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.