2025-11-14T16:49:57-05:00 2024-12-31 201779041 Donnelly-Boland Tax Services LLC 3730 Brownsville Road Pittsburgh PA 15227 990 2024-01-01 251892176 COMMUNITY FAMILY ADVOCATES INC % SUSAN E LEVI COMM 4128825383 284 Joseph Street PITTSBURGH PA 15227 SUSAN E LEVI CPA BOARD MEMBER TREASURER 4128856825 2025-05-15 false true KEVIN BOLAND CPA P00476344 4128844829 2025-11-14 2024 2025-03-06 01:10:19Z FAY BOLAND 2801 CUSTER AVENUE SUITE G Pittsburgh PA 15227 23943279 false X www.cfapgh.org X 2001 PA PROGRAMS TO SUPPORT AND EDUCATE FUNDERS, CONSUMERS, FAMILIES, SOCIAL SERVICES PROFESSIONALS AND SERVICE PROVIDERS ABOUT BEHAVIORAL HEALTH ISSUES AND SUPPORTS AVAILABLE FOR INDIVIDUALS WITH DISABILITIES. 5 2 106 0 0 0 16267036 4096681 433086 548704 6241 7293 16706363 4652678 0 0 792208 2979124 0 0 463413 2344984 1255621 5324108 15450742 -671430 15717300 16887049 91820 1770669 15625480 15116380 X PROGRAMS TO SUPPORT AND EDUCATE FUNDERS, CONSUMERS, FAMILIES, SOCIAL SERVICES PROFESSIONALS AND SERVICE PROVIDERS ABOUT BEHAVIORAL HEALTH ISSUES AND SUPPORTS AVAILABLE FOR INDIVIDUALS WITH DISABILITIES. true false 1526350 1701465 The Early Learning Resource Center initiative consolidated the work of Child Care Works Agencies and Regional Keys to create an enhanced resource and referral system for communities seeking early learning services and supports. CFA has a contract with Allegheny County Office of Community Services to provide personnel with specialized experience in childcare programs to assist in the questions, eligibility and resources for childcare subsidies. CFA partners with The Allegheny County Department of Human Services and Trying Together to support this initiative in Allegheny County (Region 5). During 2024-25, the ELRC enrolled 14,138 children with average monthly enrollment ranging from 10,000 to 10,500 students or approximately 6500 families per month. 1161006 1262452 BH Fellows Program - Allegheny County engaged CFA to assist in implementing this groundbreaking program to develop and retain social services professionals in the field by assisting with the payoff of student loan debt. Working in collaboration with the Jewish Healthcare Foundation and Allegheny County, CFA plays a pivotal role in the loan review process and ensures the programs standards align with reinvestment requirements. The organization handles transcript verification, reviews loan documentation, tracks employment and training participation, and manages the disbursement of loan repayments. Originally conceived to deliver services to 5 cohorts through 2026 the program has been approved for 10 cohorts through 2028, 8 of which have been enrolled (156 participants). The first cohort (23 professionals) has completed the program achieving repayment of nearly $925,000 in student loan debt. 1054601 1179719 Office of Behavioral Health (OBH) Support - CFA has a contract with Allegheny County Office of Behavioral Health to provide personnel with specialized experience in behavioral health programs to assist in the design, development and implementation of programs established to address the needs of disadvantaged populations by improving outreach, access and delivery of services. 591252 640361 The Winter Shelter Program expanded the role of Community Family Advocates under a contract with Allegheny County from providing crisis staffing for services to homeless individuals during severe winter weather to include providing a safe and secure facility with the capacity to provide meals and a place to stay the night through the winter months of November through April. CFA served an average of over 100 homeless clients/night for the duration of the Winter Shelters operation, providing in addition to shelter, both dinner and a take away breakfast as well as transportation to and from the facility. 247201 278240 ACTES Program: This program supports clients in becoming employable through a combination of stipends and temporary employment. CFA oversees the employment of participants for six months, working with providers to ensure clear expectations. The organization developed an employee handbook for this initiative and actively interacts with participants to address any questions related to employment or stipends. 149270 187802 County CYS Programs - CFA provides the system and back office support structure to facilitate the acquisition and distribution of resources to CYF families in need and eligible for benefits and to do so in a compliant and accountable manner. More recently CFA has provided personnel with specialized experience in behavioral health programs to assist in the design, development and implementation of programs established to address the needs of disadvantaged populations by improving outreach, access and delivery of services. 987723 1106403 4729680 true true false false false false false false false false false false false false true true false false false false false false false false false false false false false false false false false false true true true false false false false false true false false true false true 5 0 true 106 true false false false false false false false false false false false false false false X 5 2 true false false false true true true true true false false true false false false false false false PA X X DONNELLY-BOLAND AND ASSOCIATES 4128825383 2801 CUSTER AVENUE Pittsburgh PA 15227 X SUSAN E LEVI BOARD MEMBER TREASURER 0.50 40.00 X 0 0 0 LISA ASHBAUGH BOARD MEMBER SECRETARY 0.50 40.00 X 0 0 0 ANDREW CLIFFORD BOARD MEMBER 0.50 0.00 X 0 0 0 MARIANNE KEARNEY BOARD CHAIR PRESIDENT 0.50 0.00 X 0 0 0 STEPHANIE ZAGROCKI BOARD MEMBER 0.50 0.00 X 0 0 0 FAY BOLAND EXECUTIVE DIRECTOR 0.50 40.00 X 0 0 0 0 0 0 0 false false false Donnelly-Boland and Associates 2801 Custer Avenue Suite G Pittsburgh PA 15227 ED and Back office 527533 1 ELRC Region 5 624410 1701465 1701465 OBH Contract 561499 1288813 1288813 BH Fellows Program 611430 Winter Shelter Program 624200 640361 640361 ACTES Program 561300 278240 278240 187802 187802 4096681 547820 547820 19291485 19290601 884 884 884 0 SCRIP Commissions 900099 7293 7293 7293 4652678 4097565 0 555113 2312284 2312284 122647 122647 334886 334886 209307 209307 1685304 1180827 504477 1606 1606 63442 63442 9197 8318 879 99895 99895 40 40 12087 12087 350908 344908 6000 7718 7718 2 2 5895 5895 Program Supplies and Costs 108890 108890 5324108 4729680 594428 0 68323 80249 1844116 2036610 163669 809485 13641192 13911290 49415 15717300 16887049 91820 1770669 91820 1770669 X 37343 150946 15588137 14965434 15625480 15116380 15717300 16887049 -671430 162330 0 X false true X true false X 5000 16267036 4096681 20368717 5000 16267036 4096681 20368717 20368717 433086 547820 980906 3562 4222 13873 6241 7293 35191 21384814 0.95250 0.97410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X 4751565 162330 162330 4589235 63443 63443 4652678 5260665 5260665 63443 63443 5324108 Part X, Line 2-Text in footnote regarding FIN 48 (ASC 740) CFA has been recognized by the Internal Revenue Service (IRS) as exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code (IRC). Accordingly, no provision for income taxes is recorded in the financial statements. In addition, CFA qualifies for the charitable contribution deduction under IRC Section 170(b)(1)(A) and has been classified as an organization that is not a private foundation under Section 509(a)(2). CFA is duly registered as a Charitable Organization with the Department of State, Commonwealth of Pennsylvania. Further, CFA annually files a Form 990 with the IRS. As of December 31,2024, CFA is unaware of any unrecognized tax benefits or uncertain tax positions. CFAs tax returns for tax years 2021 and beyond remain subject to examination by the Internal Revenue Service. Fay Boland Founder Executive Director 527533 Paid DBA for Administrative services false Daniel L Kelly Properties LP Landlord 6000 Rent false Susan Levi The Alliance DBA HSAO BOD; Alliance ED 764 CFA commissions on ALLIANCE SCRIP Purchases false Lisa Ashbaugh HSAO ED 5495 CFA commissions on HSAO SCRIP Purchases false Lisa Ashbaugh HSAO ED - HSAO is a BF participant 56232 HSAO employees are enrolled in the BF Program false Fay Boland President of DBA; Exec Dir of CFA 220 CFA commissions on DBA/personal SCRIP Purch false Fay Boland President of DBA; Exec Dir of CFA 3812 CFA Expense Reimbursements to DBA false General Explanation Attachment CFA was founded by Fay Boland to provide support for disadvantaged populations, their families and caregivers and other organizations and their personnel that serve these populations. CFA was accepted into employee benefit plans sponsored by Donnelly-Boland and Associates (DBA). Fay is the President and sole owner of DBA. She is also the sole owner and President of The Alliance for Infants and Toddlers (THE ALLIANCE) and Human Services Administration Organization (HSAO) which are other employers that are part of the controlled group. Their Executive Directors, Susan Levi (THE ALLIANCE) and Lisa Ashbaugh (HSAO), are ex-officio members of the CFA Board under the organization's by-laws.>>>CFA shares office space it rents from Daniel L. Kelly Properties LP (DLK LP) with DBA.>>> General Explanation Attachment DBA provides Executive Director services, back-office support services and program consulting services to CFA on terms consistent with its arrangements with other County programs. DBA is also reimbursed by CFA for expenses advanced on its behalf.>>>THE ALLIANCE, DBA and HSAO all make use of gift cards in their operations for one purpose or another. These gift cards are purchased from CFA under a program that pays a commission to nonprofits participating in the program. Depending on the timing of orders and payments and purchases and disbursements, there may be minor amounts due to or from each and CFA due to participation in this program. General Explanation Attachment >>>HSAO is an eligible and participating employer in the Behavioral Fellows program and has sponsored several employees. As such it is reimbursed for a portion of its payroll costs for the time spent by its employees participating in the program on the same basis as other employers with participants in the Behavioral Fellows Program.>>>CFA shares office space it rents from Daniel L. Kelly Properties LP (DLK LP) with DBA. DLK LP is owned by a general partner and limited partners comprised of Fay, her husband Kevin Boland and a Trust for their children, all of whom are employed by DBA. Officer directors etc family relationship Part VI line 2 Fay Boland - Fay is the sole owner of THE ALLIANCE, DBA and HSAO and a majority owner of Donnelly-Boland Tax Services. She and her husband are Trustees for the Health and Welfare Plan and 401K plans in which THE ALLIANCE, DBA, HSAO and CFA are participating employers. As described in Schedule L CFA leases space from a real estate partnership owned by Fay Boland, her husband, their real estate management company and a trust for their children. That space is shared with DBA and the furniture and equipment in that space belong to DBA but are available for use by CFA. Susan Levi - Susan is the Executive Director of THE ALLIANCE under a management agreement with Donnelly-Boland and Associates where she is employed as an Executive Vice President. The Board of Directors of THE ALLIANCE is comprised of employees of Donnelly-Boland and Associates. Susan is also a member of the Boards of Directors of Donnelly-Boland and Associates and Human Services Administration Organization. All of these companies are wholly-owned by Fay Boland. She is also the Plan Administrator for the Health and Welfare Plan and 401K plans in which THE ALLIANCE, DBA, HSAO and CFA are participating employers. Susan is also a partner in Donnelly-Boland Tax Services, LLC with Fay and Kevin Boland and their nephew Eric Donnelly. Lisa Ashbaugh - Lisa is the Executive Director of HSAO, a company wholly-owned by Fay Boland, and HSAOs Board of Directors is comprised of employees of Donnelly-Boland and Associates. Marianne Kearneys husband Rick is a contractor in the building trades. He has performed repairs and maintenance and renovation projects for DBA, THE ALLIANCE, HSAO and property companies in which Fay and Kevin Boland and their family have an interest. Members or stockholder classes and rights Part VI line 6 The Board of Directors passed a resolution concurrent with its 2023 amendment of the by-laws designating Fay Boland as the sole member of the Corporation. Member election for additional members Part VI line 7a The Board of Directors in its resolution designating Fay Boland as the sole member of the Corporation also provided for her successor members as follows - in the event Ms. Boland is unable to serve in this role, she hereby appoints the successor to her interest of stock of Donnelly-Boland and Associates pursuant to her then-current estate planning documents to be the successor member and to serve in accordance with the Corporations then-current Bylaws. In the event this person is unable or unwilling to accept such appointment, the Managing Partner of Donnelly-Boland and Associates shall have the right to appoint a member to serve. Governing body decisions Part VI line 7b The By-laws grant the following reserved powers to the member - Section 1.13 Reserved Powers of the Member. In addition to those rights and privileges accorded to members under the Pennsylvania Nonprofit Corporation Law of 1988, the Member shall have the following reserved powers: (a) The authority to appoint and remove all the Directors and Officers of the Corporation and the power and duties consistent with law, the Articles of Incorporation of the Corporation and these Bylaws; (b) The authority to coordinate policy and long-range strategic and financial planning of the Corporation; (c) The authority to amend the Articles of Incorporation and Bylaws of the Corporation; (d) The authority to approve asset transfers by the Corporation; and (e) Any other rights permitted by law Form 990 governing body review Part VI line 11 A copy of Form 990 is provided to the Member and the Board of Directors and reviewed with them prior to filing. Governing documents etc available to public Part VI line 19 CFAs Organization documents and Forms 990 are available for review upon request at the Organizations offices during normal business hours. A reasonable charge will be made for any copies requested of these documents. Forms 990 for prior years are also generally available at www.guidestar.org. Significant program services not listed on prior year return Part III line 2 Winter Shelter Program - In November 2024, CFA expanded its role in providing services to Allegheny Countys winter shelter program from crisis staffing to include regular seasonal operation of an overflow shelter for homeless individuals during the winter months. This expanded role reflects CFAs ongoing efforts to address community needs proactively and efficiently. Early Learning Resource Center - The contracts for the Early Learning Resource Center in each county were subject to recompete state-wide during the current year. As a result of changes in the contract requirements for the prime contractor, Community Family Advocates took on certain responsibilities previously handled by The Alliance for Infants and Toddlers. The Early Learning Resource Center initiative consolidated the work of Child Care Works Agencies and Regional Keys to create an enhanced resource and referral system for communities seeking early learning services and supports. Community Family Advocates contracts with The Allegheny County Department of Human Services to support this initiative in Allegheny County (Region 5). DBA H&W Plan (and VEBA Trust) 2801 Custer Pittsburgh PA 15227 753120259 Employer Sponsored H&W Plan and VEBA Trust PA 501C9 Donnelly-Boland and Associates - sponsor false DBA 401K Plan 2801 Custer Pittsburgh PA 15227 251685793 Employer Sponsored Retirement Savings Plan PA 501a Donnelly-Boland and Associates - sponsor Daniel L Kelly Properties LP 2801 Custer Avenue Pittsburgh PA 15227 842281498 Commercial Real Estate PA N/A UNRELATED false false Donnelly-Boland Tax Services LLC 3730 Brownsville Road Pittsburgh PA 15227 201779641 Individual and business income tax preparation services PA N/A UNRELATED false false Donnelly-Boland and Associates 2801 Custer Avenue Suite G Pittsburgh PA 15227 251685793 Accounting Firm providing Back Office Support Services PA N/A S Corp Human Services Administration Org 2801 Custer Avenue Suite 100 Pittsburgh PA 15227 251819621 PA N/A false false false false false false false false false false true false true true false true false true true Donnelly-Boland and Associates m 527533 Payments for ED and Back Office Support Donnelly-Boland and Associates n in kind donation Daniel L Kelly Properties LP k 6000 Lease Payments Human Services Administration Org s 5495 Face FM Value less purchase price Human Services Administration Org p 56232 Program Payments to HSAO for participant Donnelly-Boland Tax Services LLC m Charges to others for similar work DBA H&W Plan (and VEBA Trust) r 397058 EMPLOYEE WITHHOLDINGS AND EMPLOYER MATCH DBA 401K Plan r 211731 Employee deferrals Employer match Explanation of information on Schedule R 1m As described in Schedule L DBA provides Executive Director servicesbackoffice support services and program consulting services to CFA on termsconsistent with its arrangements with other County programs DBA is alsoreimbursed by CFA for expenses advanced on its behalf1k 1n As described in Schedule L CFA leases space from a real estatepartnership owned by Fay Boland her husband and a trust for their childrenThat space is shared with DBA and the furniture and equipment in that spacebelong to DBA but are available for use by CFA1p As described in Schedule L CFA is a participating employer with othermembers of the controlled group in the DBA employee benefit plans and isresponsible for paying or reimbursing the plans VEBA Trust for its share ofemployee benefit expenses1r 1s The other members of the controlled group exchange cash with CFA for theface value of gift cards used in their programs CFA participates in SCRIPprograms available to nonprofit organization that allow them to purchase thecards at a discount As a participating employer in benefit plans for which DBAis the Plan Sponsor CFA also contributes to both the VEBA Trust of the EmployeeHealth and Welfare Benefit Plan and the 401K Plan