2025-11-13T10:51:46-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-01-01 900817260 I AM BOUNDLESS INC IAMB 6148443800 445 E DUBLIN-GRANVILLE RD BLDG H WORTHINGTON OH 430853192 JOSEPH DAVY CFO & CAO 6148443800 2025-11-12 1 1 DAVID REAPE P00068117 2168311200 2025-11-12 2024 2025-03-06 01:10:19Z PATRICK MAYNARD PHD 445 E DUBLIN-GRANVILLE RD BLDG H WORTHINGTON OH 430853192 154295238 0 X WWW.IAMBOUNDLESS.ORG X 2012 OH BUILDING A WORLD THAT REALIZES THE BOUNDLESS POTENTIAL OF ALL PEOPLE. 19 19 3490 19 0 0 1810751 600787 97673045 153591884 868756 45981 59817 29275 100412369 154267927 417699 406247 0 0 78563882 113650851 0 0 0 22941702 37754016 101923283 151811114 -1510914 2456813 18843008 22236678 5992930 6929787 12850078 15306891 X BUILDING A WORLD THAT REALIZES THE BOUNDLESS POTENTIAL OF ALL PEOPLE. 0 0 90189456 406247 116926497 AT BOUNDLESS, WE TAKE GREAT PRIDE IN PROVIDING HIGH-QUALITY RESIDENTIAL SERVICES TO ADULTS WITH DEVELOPMENTAL DISABILITIES. WE UNDERSTAND THE IMPORTANCE OF HOME, AND WE'RE HERE TO SUPPORT AND EMPOWER THE PEOPLE WE SERVE TO MAKE THE MOST OF THEIR HOME EXPERIENCE EVERY DAY. BY USING THEIR IO WAIVERS, THE INDIVIDUALS WE SERVE AT HOME CAN RECEIVE STAFF VISITS AS NEEDED FOR AS LITTLE AS ONE HOUR A WEEK, TO ROUND-THE-CLOCK CARE. OUR DEDICATED TEAM OF PROFESSIONALS HELP WITH A WIDE RANGE OF ACTIVITIES, INCLUDING PERSONAL HYGIENE, MONEY MANAGEMENT, SHOPPING, HOUSEKEEPING, COOKING, COMMUNITY OUTINGS AND MORE. A SIGNIFICANT PART OF OUR RESIDENTIAL PROGRAM, THE PARENT DIRECTED PROGRAM (PDP) AT BOUNDLESS OFFERS ONE-OF-A-KIND, IN-HOME RESIDENTIAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WHO EITHER LIVE WITH OR ADJACENT TO THEIR FAMILY MEMBERS. WE UNDERSTAND THE IMPORTANCE OF FAMILY INVOLVEMENT AND WE WORK CLOSELY WITH FAMILIES TO ENSURE THE BEST CARE POSSIBLE. AT BOUNDLESS, WE BELIEVE IN THE POWER OF PARTNERSHIP AND SUPPORT. THROUGH THE PDP PROGRAM, BOUNDLESS SERVES OVER 1,000 INDIVIDUALS AND THEIR FAMILIES EACH MONTH, PROVIDING OVER 1-MILLION SERVICE HOURS THROUGHOUT THE YEAR, ENABLING FAMILIES TO TAKE MORE CONTROL OVER THE STAFF WHO CARE FOR THEIR BELOVED CHILDREN. 22798148 21411069 OUR BOARD-CERTIFIED BEHAVIOR ANALYSTS, BEHAVIOR SPECIALISTS AND QUALIFIED BEHAVIORAL HEALTH SPECIALISTS USE A STRENGTHS-BASED APPROACH TO PROVIDE INDIVIDUALIZED SERVICES AT A LOCATION IN THE COMMUNITY, SUCH AS THE HOME, DAY PROGRAM, SCHOOL OR OTHER COMMUNITY SETTING. AS A PART OF A UNIQUE TREATMENT PLAN, BEHAVIORAL THERAPISTS USE COMPASSIONATE CARE AND INDIVIDUALIZED LEARNING OPPORTUNITIES BASED ON THE INDIVIDUAL'S INTERESTS. OUR CLINICIANS HELP INDIVIDUALS TO BUILD COMMUNICATION, SELF-REGULATION, SOCIAL, LEARNING READINESS, COPING, DAILY ROUTINES AND SELF-CARE SKILLS, WHILE ALSO TEACHING CONTEXTUALLY APPROPRIATE BEHAVIORS. OUR TEAM WORKS TO PROVIDE INTEGRATED CARE WITH OTHER CARE PROVIDERS, FAMILY MEMBERS AND OTHER PROFESSIONALS SUPPORTING THE INDIVIDUAL. 8311769 7923174 BOUNDLESS OFFERS A VARIETY OF VIRTUAL, CENTER-BASED, AND ENTIRELY COMMUNITY-BASED ADULT DAY, EMPLOYMENT, AND VOCATIONAL TRAINING PROGRAMS. OUR TAILORED OFFERINGS ALLOW PARTICIPANTS THE CHANCE TO CONNECT WITH OTHERS IN THEIR COMMUNITY THROUGH OUTINGS, ACTIVITIES, AND HANDS-ON LEARNING OPPORTUNITIES. OUR PROGRAMS PROVIDE ONGOING OPPORTUNITIES FOR PEOPLE TO CONNECT WITH THEIR PEERS, LEARN NEW SKILLS, AND EXPLORE THEIR COMMUNITY. WE TAKE THE TIME TO GET TO KNOW EACH OF OUR PARTICIPANTS AND THEN DEVELOP PERSON-CENTERED PROGRAMMING THAT APPEALS TO THEIR INDIVIDUAL NEEDS AND INTERESTS. WE CAN EVEN PROVIDE NON-MEDICAL TRANSPORTATION TO HELP PEOPLE GET WHERE THEY NEED TO GO. 3955853 6142076 OHIORISE 3126987 1192032 CLINICAL SERVICES 7082840 7334108 128382213 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 42 0 1 3490 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X JOSEPH DAVY 6148443800 445 E DUBLIN-GRANVILLE RD BLDG H WORTHINGTON OH 43085 DAVID CLARK CHAIR 0.46 2.30 X X 0 0 0 LORI STEINER VICE-CHAIR 0.46 2.30 X X 0 0 0 KELLY PERLMAN TREASURER 0.46 2.30 X X 0 0 0 JACK BURTCH SECRETARY 0.46 2.30 X X 0 0 0 JENNIFER HARDING BOARD MEMBER 0.23 1.15 X 0 0 0 DAWN HAYS BOARD MEMBER 0.23 1.15 X 0 0 0 ROBERT HAYS BOARD MEMBER 0.23 1.15 X 0 0 0 MATT KAUFMAN BOARD MEMBER 0.23 1.15 X 0 0 0 MEGAN KING BOARD MEMBER 0.23 1.15 X 0 0 0 JAMESON LETT BOARD MEMBER 0.23 1.15 X 0 0 0 JEFFREY MINNICK BOARD MEMBER 0.23 1.15 X 0 0 0 ANTOINETTE MIRANDA BOARD MEMBER 0.23 1.15 X 0 0 0 ADRIAN MOORE BOARD MEMBER 0.23 1.15 X 0 0 0 BRENDAN O-REILLY BOARD MEMBER 0.23 1.15 X 0 0 0 BETH ANN PATTON BOARD MEMBER 0.23 1.15 X 0 0 0 TEZLYN REARDON BOARD MEMBER 0.23 1.15 X 0 0 0 MRUNAL SHAH BOARD MEMBER 0.23 1.15 X 0 0 0 FRED WATKINS BOARD MEMBER 0.23 1.15 X 0 0 0 GWEN WEIHE BOARD MEMBER 0.23 1.15 X 0 0 0 RONALD J DAVY CHIEF ADMIN & FINANCIAL OFFICER 19.25 20.75 X 0 273852 32757 PATRICK MAYNARD PRESIDENT & CEO 0.00 40.00 X 0 482623 36339 CHRISTOPHER WOLF CHIEF OPERATIONS OFFICER 32.00 8.00 X 0 272429 41827 JENNIFER RIHA CHIEF OF STRATEGY OFFICER 0.00 40.00 X 0 253790 34575 TRENT STECHSCHULTE CHIEF LEGAL OFFICER & GEN. COUNSEL 19.25 20.75 X 0 255571 21070 ANGELA CICHON STATE DIR OF SHARED LIVING SVCS 40.00 0.00 X 138561 0 16538 NATHAN J HENNINGER VICE PRESIDENT OF PROGRAMS 40.00 0.00 X 196669 0 26498 LAURI L LIVINGSTON-ROBERTS STATE DIR OF COMMUNITY INTEGRATION SERVICES 40.00 0.00 X 138756 0 13721 ASHIYAN RAHMAN DENTAL DIRECTOR 40.00 0.00 X 160512 0 6626 CYNTHIA RIPSIN DIRECTOR, MEDICAL 40.00 0.00 X 343783 0 26411 978281 1538265 256362 5 0 1 0 0 600787 600787 RESIDENTIAL ICF PROGRAMS 623990 116923533 116923533 BEHAVIORAL HEALTH 623990 21411069 21411069 COMMUNITY INTEGRATION 623990 7923174 7923174 OHIORISE 623990 6142076 6142076 CLINICAL SERVICES 623990 1192032 1192032 153591884 72292 72292 9060 0 9060 9060 9060 1000 27311 -26311 -26311 -26311 OTHER INCOME 900099 20215 20215 20215 154267927 153594848 0 72292 406247 406247 93848460 92558371 1290089 896751 858969 37782 10274058 10102082 171976 8631582 8522981 108601 27397508 6849377 20548131 247783 71145 176638 197619 45426 152193 74165 64061 10104 99384 88053 11331 84328 68349 15979 928991 894878 34113 24382 22357 2025 799702 512553 287149 RESIDENTIAL PROGRAM 3672902 3672902 EQUIP RENT & MAINTAIN 1303922 1303922 MEDICAL SERVICES 977784 942556 35228 DUES AND SUBSCRIPTIONS 778888 255460 523428 1166658 1142524 24134 151811114 128382213 23428901 0 1292765 4732506 10031 0 122607 578854 8773917 13702286 101127 129811 7316886 4306923 3640469 3009963 4902092 83258 18843008 22236678 5446128 5804778 347763 766247 199039 83258 0 275504 5992930 6929787 X 11769311 14355023 1080767 951868 12850078 15306891 18843008 22236678 2456813 0 X 0 1 X 1 0 X 81667 10669028 1971014 1810751 600787 15133247 58013984 56995502 80668913 93077496 153591884 442347779 58095651 67664530 82639927 94888247 154192671 457481026 0 0 0 457481026 1544 24266 80820 20005 81352 207987 1544 24266 80820 20005 81352 207987 5878384 2823695 1465343 40028 20215 10227665 63975579 70512491 84186090 94948280 154294238 467916678 0.97770 0.96550 0.00040 0.00030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2017586 434169 1583417 5263441 3869242 1394199 35859 3512 32347 3009963 DUE TO AFFILIATE 275504 275504 PART IV, LINE 2B: MEDICAID RESIDENTS CAN REQUEST, AND IN CERTAIN CASES THE ORGANIZATION IS REQUIRED TO MAINTAIN THEIR PERSONAL FUNDS IN A CUSTODIAN ACCOUNT. THESE CUSTODIAL ACCOUNTS ARE ACCOUNTED FOR SEPARATELY AND ARE MAINTAINED BY THE ORGANIZATION ON THE RESIDENTS BEHALF. THE CUSTODIAL ACCOUNTS ARE LISTED ON THE BALANCE SHEET OF FORM 990, PART X, LINE 21 AS CUSTODIAL ACCOUNT LIABILITIES. 1 SPECIAL DIET - PARENT DIRECTED PROGRAM 33 16256 CONTRACT/PRIVATE PROVIDER - PARENT DIRECTED PROGRAM 481 332940 COUNSELING TRAINING EDUCATION - PARENT DIRECTED PROGRAM 67 29576 ADAPTIVE EQUIPMENT - PARENT DIRECTED PROGRAM 35 14060 OTHER ASSISTANCE PROVIDED - PARENT DIRECTED PROGRAM 40 13415 PART I, LINE 2: I AM BOUNDLESS, INC. MANAGES FUNDS FOR FRANKLIN COUNTY BOARD OF DEVELOPMENTAL DISABILITIES (FCBDD). FCBDD HAVE CRITERIA TO SELECT WHO IS AWARDED GRANTS, AND APPROVE INTERNALLLY HOW THE FUNDS ARE SPENT. THE FAMILY FILLS OUT AN APPLICATION THAT IS SUBMITTED TO THE BOARD. IF FCBDD APPROVES THE APPLICANT THEN THEY ARE ADDED TO THE LIST OF GRANTEES IN A COMPUTER SYSTEM. WHEN THEY ARE APPROVED BY FCBDD THEY AUTOMATICALLY QUALIFY FOR THE QUARTERLY ALLOCATION. TO RECEIVE THE ALLOCATION, THEY MUST APPLY FOR EACH QUARTERS FUNDING. I AM BOUNDLESS, INC. SENDS THAT NOTICE OUT AND THEY HAVE 30 DAYS TO APPLY FOR THAT QUARTERS FUNDING. THE FAMILY MUST THEN SUBMIT A COMPLETE INVOICE WITH RECEIPTS. DOCUMENTATION IS MAINTAINED ELECTRONICALLY TO SUPPORT ALL GRANTS. A COMPUTER SYSTEM IS USED TO MONITOR AND TRACK ACTIVITY. 0 1 0 0 0 0 0 0 0 PATRICK MAYNARD PRESIDENT & CEO 0 446239 0 29784 0 6600 0 17250 0 19089 0 518962 0 0 CYNTHIA RIPSIN DIRECTOR, MEDICAL 343783 0 0 0 0 0 17250 0 9161 0 370194 0 0 0 CHRISTOPHER WOLF CHIEF OPERATIONS OFFICER 0 272429 0 0 0 0 0 14018 0 27809 0 314256 0 0 RONALD J DAVY CHIEF ADMIN & FINANCIAL OFFICER 0 273852 0 0 0 0 0 14013 0 18744 0 306609 0 0 JENNIFER RIHA CHIEF OF STRATEGY OFFICER 0 253790 0 0 0 0 0 12875 0 21700 0 288365 0 0 TRENT STECHSCHULTE CHIEF LEGAL OFFICER & GEN. COUNSEL 0 255116 0 455 0 0 0 12843 0 8227 0 276641 0 0 NATHAN J HENNINGER VICE PRESIDENT OF PROGRAMS 196669 0 0 0 0 0 8022 0 18476 0 223167 0 0 0 ASHIYAN RAHMAN DENTAL DIRECTOR 160512 0 0 0 0 0 6626 0 0 0 167138 0 0 0 ANGELA CICHON STATE DIR OF SHARED LIVING SVCS 135816 0 2745 0 0 0 7004 0 9534 0 155099 0 0 0 LAURI L LIVINGSTON-ROBERTS STATE DIR OF COMMUNITY INTEGRATION S 138756 0 0 0 0 0 0 0 13721 0 152477 0 0 0 PART I, LINE 3 THE CEO IS PAID OUT OF BOUNDLESS STRATEGIC RESOURCES, A RELATED ORGANIZATION. BOUNDLESS STRATEGIC RESOURCES USES THE FOLLOWING TO ESTABLISH HIS COMPENSATION: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -WRITTEN EMPLOYMENT CONTRACT -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B THE CEO PARTICIPATES IN A 457(F) PLAN. BOUNDLESS STRATEGIC RESOURCES DID NOT CONTRIBUTE TO THIS PLAN IN 2024. ADRIAN MOORE BOARD MEMBER 202709 PROVIDE RESIDENTIAL & BEHAVIORAL HEALTH SERVICES TO FAMILY MEMBER(S) 0 DAWN HAYS BOARD MEMBER 319600 PROVIDE RESIDENTIAL & BEHAVIORAL HEALTH SERVICES TO FAMILY MEMBER(S) 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S CFO. THE FORM 990 IS ALSO REVIEWED BY THE FINANCE COMMITTEE AND SHARED WITH ALL BOARD MEMBERS PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS ANNUALLY SIGNS A STATEMENT WHICH AFFIRMS THAT SUCH PERSON: (A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY; (B) HAS READ AND UNDERSTANDS THE POLICY; (C) HAS AGREED TO COMPLY WITH THE POLICY; AND, (D) UNDERSTANDS BH IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. EACH VOTING MEMBER OF THE BOARD SHALL ANNUALLY SIGN A STATEMENT WHICH DECLARES WHETHER SUCH PERSON IS AN INDEPENDENT DIRECTOR. IF AT ANY TIME DURING THE YEAR, THE INFORMATION IN THE ANNUAL STATEMENT CHANGES MATERIALLY, THE DIRECTOR SHALL DISCLOSE SUCH CHANGES AND REVISE THE ANNUAL DISCLOSURE FORM. THE EXECUTIVE COMMITTEE SHALL REGULARLY AND CONSISTENTLY MONITOR AND ENFORCE COMPLIANCE WITH THIS POLICY BY REVIEWING ANNUAL STATEMENTS AND TAKING SUCH OTHER ACTIONS AS ARE NECESSARY FOR EFFECTIVE OVERSIGHT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FORM 1023 AND 990 ARE AVAILABLE UPON REQUEST. BOUNDLESS STRATEGIC RESOURCES INC 445 E DUBLIN-GRANVILLE ROAD WORTHINGTON OH 43085 010684796 MANGEMENT SERVICES OH 501(C)(3) LINE 10 0 BOUNDLESS COMMUNITY PATHWAYS INC 445 E DUBLIN-GRANVILLE ROAD WORTHINGTON OH 43085 310794511 PROPERTY OWNER OH 501(C)(3) LINE 10 0 THE BOUNDLESS FOUNDATION INC 445 E DUBLIN-GRANVILLE ROAD WORTHINGTON OH 43085 311033368 FINANCIAL SUPPORT OH 501(C)(3) LINE 10 0 KOINONIA HOMES INC 445 E DUBLIN-GRANVILLE ROAD WORTHINGTON OH 43085 237412318 PROPERTY OWNER OH 501(C)(3) LINE 10 0 THE KOINONIA FOUNDATION 445 E DUBLIN-GRANVILLE ROAD WORTHINGTON OH 43085 341881175 FINANCIAL SUPPORT OH 501(C)(3) LINE 12A, I 0 SPECTRUM HOLDINGS GROUP INC 445 E DUBLIN-GRANVILLE ROAD WORTHINGTON OH 43085 464134841 HOLDING COMPANY OH N/A C 0 CCE OHIO INC 445 E DUBLIN-GRANVILLE ROAD WORTHINGTON OH 43085 871943544 CARE COORDINATION OH N/A C 0 0 0 0 1 1 0 0 0 0 0 1 0 1 1 1 1 1 0 0