2025-04-04T04:39:47-05:00 2024-06-30 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2023-07-01 231896438 BELL SOCIALIZATION SERVICES INC BELL 7178485767 160 SOUTH GEORGE STREET YORK PA 17401 ANTHONY SCHWEITZER EXECUTIVE DIRECTOR 7178485767 2025-04-02 1 1 DOUGLAS L BERMAN CPA P01269555 7178433804 2025-04-02 2023 2025-03-06 01:10:19Z ANTHONY SCHWEITZER 160 SOUTH GEORGE STREET YORK PA 17401 16695853 0 X WWW.BELLSOCIALIZATION.COM X 1974 PA PROVIDE ENVIRONMENT OF SUPPORT / EMPOWERMENT WHERE PEOPLE CAN IMPROVE THEIR QUALITY OF LIVING. 18 18 289 210 0 0 564818 2222840 14419761 13992224 50532 9028 5986 0 15041097 16224092 0 827391 0 0 10411806 10244581 0 0 196627 4289788 4327655 14701594 15399627 339503 824465 8565379 9644993 1479678 1563248 7085701 8081745 X THE MISSION OF BELL SOCIALIZATION SERVICES IS TO PROVIDE AN ENVIRONMENT OF SUPPORT AND EMPOWERMENT WHERE PEOPLE CAN IMPROVE THEIR QUALITY OF LIVING. THE AGENCY OFFERS HOUSING AND BASIC LIVING SUPPORT THROUGH MENTAL HEALTH, INTELLECTUAL DISABILITY, AND SHELTER SERVICE DEPARTMENTS TOWARD ITS VISION OF A COMMUNITY WHERE PEOPLE ARE VALUED AND RESPECTED, AND LIVE WITH DIGNITY. 0 0 8154943 0 7388766 RESIDENTIAL LIVING ARRANGEMENTS - PROVIDE A STRUCTURED ENVIRONMENT FOR CONSUMERS NEEDING TO LEARN SKILLS FOR COMMUNITY LIVING. GROUP HOMES PROVIDE SUPERVISION TO THE CONSUMERS, ACCORDING TO THEIR NEEDS DOCUMENTED IN THEIR INDIVIDUAL SERVICE PLAN. STAFF IS AVAILABLE 24 HOURS A DAY TO HELP RESIDENTS ADJUST TO COMMUNITY LIVING. RESIDENTS WORK ON PERSONAL GOALS AS PART OF THEIR REHABILITATION. REFERRALS NEED TO BE DIRECTED THROUGH THE YORK/ADAMS MENTAL HEALTH - INTELLECTUAL AND DEVELOPMENTAL DISABILITIES PROGRAM. THIS PROGRAM SERVED APPROXIMATELY 36 PEOPLE THROUGHOUT THE FISCAL YEAR. 994262 0 1068063 C.H.I.P.P. (COMMUNITY HOSPITALIZATION INTEGRATION PROJECT PROGRAM) - RESIDENTIAL SERVICES IS A PARTNERSHIP BETWEEN FOUR AGENCIES: THE YORK/ADAMS MENTAL HEALTH-INTELLECTUAL AND DEVELOPMENT DISABILITIES PROGRAM, WELLSPAN BEHAVIORAL HEALTH SERVICES, ADAMS/HANOVER COUNSELING SERVICES, AND BELL SOCIALIZATION SERVICES. THIS PROGRAM PROVIDES RESIDENTIAL SERVICES IN AN APARTMENT COMPLEX FOR SERIOUSLY MENTALLY ILL CONSUMERS WHO WERE PREVIOUSLY LONG-TERM PATIENTS (2 + YEARS) AT PA'S STATE HOSPITAL INSTITUTIONS. THIS PROGRAM ALSO PROVIDES TEMPORARY SUPPORT (30-90 DAYS) FOR ONE MENTALLY ILL CONSUMER AT A TIME WHO IS RECOVERING FROM A LOCAL PSYCHIATRIC HOSPITALIZATION. DURING THE CURRENT FISCAL YEAR, THIS PROGRAM SERVED APPROXIMATELY 24 INDIVIDUALS. 4445572 827391 5535395 ALL OTHER ASSISTED LIVING PROGRAMS PROVIDE, FURNISH, AND MAINTAIN SUITABLE LIVING QUARTERS, FACILITIES AND SERVICES FOR DISADVANTAGED INDIVIDUALS AND FAMILIES, PRIMARILY THOSE WHICH ARE MENTALLY AND EMOTIONALLY DISABLED. THIS PROGRAM INCLUDED THE BELL SHELTER AND BRIDGE HOUSING. THE BELL SHELTER IS A FAMILY SHELTER WHICH PROVIDES LIVING QUARTERS FOR FAMILIES FOR UP TO 30 DAYS. BRIDGE HOUSING IS A REHABILITATIVE HOUSING PROGRAM WHICH ALLOWS A LONGER-TERM OPTION (UP TO ONE YEAR), PROVIDING MORE TIME FOR HOMELESS FAMILIES TO HONE BASIC LIVING SKILLS, GETTING THEM ON TRACK FOR A SUCCESSFUL INDEPENDENT LIVING. THE BRIDGE HOUSING UTILIZES SIX APARTMENT UNITS IN YORK CITY. 13594777 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 118 0 1 289 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X ANTHONY SCHWEITZER EXECUTIVE DIREC 7178485767 160 SOUTH GEORGE STREET YORK PA 17401 ZAK WOLPERT PRESIDENT 3.60 0.40 X X 0 0 0 SCOTT THOMASSY VICE PRESIDENT 1.80 0.20 X X 0 0 0 DAVID RUIZ JR TREASURER 1.80 0.20 X X 0 0 0 MICHAEL HUSON ASST. TREASURER 1.80 0.20 X X 0 0 0 DIANE LEE KRASNER SECRETARY 1.80 0.20 X X 0 0 0 DR ROBERT LEASE JR ASST. SECRETARY 1.80 0.20 X X 0 0 0 JUANITA BAXTER DIRECTOR 1.80 0.20 X 0 0 0 MICHAEL BLACK DIRECTOR (SINCE 6/4/24) 1.80 2.00 X 0 0 0 CORY CUFFLEY DIRECTOR 1.80 0.20 X 0 0 0 CATHY DALLAS DIRECTOR (SINCE 6/4/24) 1.80 2.00 X 0 0 0 CARRIE ANN FROLIO DIRECTOR 1.80 2.00 X 0 0 0 DWAYNE JENNETT DIRECTOR 1.80 0.20 X 0 0 0 TIMOTHY KLINCHOCK DIRECTOR (TIL 6/4/24) 1.80 0.20 X 0 0 0 DR ANNETTE LOGAN DIRECTOR 1.80 0.20 X 0 0 0 BRANDY MEYER DIRECTOR (TIL 9/15/23) 1.80 0.20 X 0 0 0 ROGER MILLER DIRECTOR 1.80 0.20 X 0 0 0 ANGELA OCASIO DIRECTOR (TIL 1/9/24) 1.80 0.20 X 0 0 0 REBECCA SHANAMAN DIRECTOR (SINCE 4/2/24) 1.80 2.00 X 0 0 0 C ROBERT STEPHENSON DIRECTOR 1.80 0.20 X 0 0 0 VAUGHN SILAR DIRECTOR (TIL 6/4/24) 1.80 0.20 X 0 0 0 MISSY THOMAS DIRECTOR (TIL 2/5/24) 1.80 0.20 X 0 0 0 DAVID WELBER DIRECTOR 1.80 0.20 X 0 0 0 LEIGH ANN WILSON DIRECTOR 1.80 2.00 X 0 0 0 ANITA SUMNER DIRECTOR OF FINANCE 36.00 4.00 X 79350 0 17780 ANTHONY SCHWEITZER EXECUTIVE DIRECTOR 36.00 4.00 X 102187 0 19551 181537 0 37331 1 0 0 0 YORKSHIRE REALTY 3400 EASTERN BLVD YORK PA 17402 PROPERTY MANAGEMENT FEES 182113 1 38266 2184574 2222840 RESIDENTIAL LIVING ARRANGEMENTS - 623000 7248356 7248356 OTHER ASSISTED LIVING PROGRAMS 623000 1672205 1672205 BELL SHELTER 623000 1605026 1605026 CHIPP 623000 1068063 1068063 ASSISTED LIVING MH 623000 677721 677721 1720853 1720853 13992224 85785 85785 310004 85000 296174 175587 13830 -90587 -76757 -76757 16224092 13992224 0 9028 827391 827391 223505 199137 20732 3636 7747436 6923037 698687 125712 401510 366316 31081 4113 1225088 1051288 151059 22741 647042 578494 57962 10586 27118 11706 2039 13373 81738 81738 14820 14820 47261 23023 24238 442791 353960 84621 4210 231709 229359 2350 1502836 1274805 228016 15 265660 219504 46130 26 7913 628 7285 257552 213886 43666 149226 76074 73152 RENTAL ASSISTANCE 874335 874335 FOOD 172094 160217 11877 PROGRAM SUPPLIES 169265 159018 10247 OTHER EMPLOYEE/STAFF EX 42308 28123 14030 155 41029 24476 6843 9710 15399627 13594777 1608223 196627 1622796 1823108 23346 26322 43248 1014467 2250297 2553801 155281 118171 6911389 5781536 1469409 1129853 2376150 2614970 68639 76288 556213 288013 8565379 9644993 704398 1203400 148008 42027 166891 0 102482 0 357899 317821 1479678 1563248 X 6953187 6979164 132514 1102581 7085701 8081745 8565379 9644993 X 824465 163930 7649 X X 0 1 X 1 1 1 X 645120 2577999 444277 564818 2222840 6455054 15066094 15267256 15141333 14419761 13992224 73886668 5986 5986 5986 5986 0 23944 15717200 17851241 15591596 14990565 16215064 80365666 0 0 0 80365666 608 303 1387 39543 85785 127626 608 303 1387 39543 85785 127626 15717808 17851544 15592983 15030108 16300849 80493292 0.99840 0.99950 0.00160 0.00050 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2444789 261289 14820 2691258 2355321 99241 9773 2444789 454926 2332249 -37884 393970 2355321 345407 109519 454926 352528 -7121 345407 1.00000 0.00000 0.00000 1 0 84075 84075 5775193 4808404 966789 1052121 973132 78989 1129853 CLIENT SECURITY DEPOSITS 18240 OBLIGATIONS UNDER FINANCE LEASES 264856 OBLIGATIONS UNDER OPERATING LEASES 34725 317821 X 16784508 163930 396486 560416 16224092 0 16224092 14467634 0 14467634 931993 931993 15399627 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE THE ORGANIZATION WITH A INVESTMENT FUND THAT WILL BE USED FOR THE ORGANIZATION'S WELL-BEING AS DETERMINED BY THE BOARD. THE CURRENT SPENDING POLICY RATE IS 4.5%. BOARD DESIGNATED FUNDS MAY HAVE DISTRIBUTIONS APPROVED BY THE BOARD OF DIRECTORS . THE ANNUAL DISTRIBUTION SHALL NOT EXCEED THE INVESTMENT RETURN FROM THE PRECEDING CALENDAR YEAR AS CALCULATED BY THE ENDOWMENT MANAGER. PART X, LINE 2: U.S. GAAP REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE COMPANIES, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE COMPANIES HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE COMBINED FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE COMBINED FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE COMPANIES ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST OF COMMUNITY FOUNDATION 7,649. CONSOLIDATED RECONCILIATION 388,837. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONSOLIDATED RECONCILIATION 931,993. 0 BELL PLUS DEVELOPMENT CORPORATION 160 SOUTH GEORGE STREET YORK PA 17401 232711929 501(C)(2) 827391 0 FOR SHELTER RENNOVATION COSTS 0 1 FORM 990, PART V, LINE 1C: THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION A, LINE 2 DAVID WELBER (DIRECTOR) AND DIANE KRASNER (SECRETARY) HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 WITH MANAGEMENT AND SUBMITS CHANGES AND/OR FINAL APPROVAL TO THE EXTERNAL ACCOUNTING FIRM FOR REVIEW AND FILING. THE BOARD WILL RECEIVE A COPY FOR REVIEW AFTER THE FINANCE COMMITTEE REVIEWS BUT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST MAY EXIST WHEN THE INTERESTS OR CONCERNS OF ANY DIRECTOR, OFFICER OR STAFF MEMBER, OR SAID PERSON'S IMMEDIATE FAMILY, OR ANY PARTY, GROUP OR ORGANIZATION IN WHICH SAID PERSON HOLDS A POSITION AS AN EMPLOYEE, OFFICER, DIRECTOR, OR PARTNER, MAY BE SEEN AS COMPETING WITH THE INTERESTS OR CONCERNS OF THIS ORGANIZATION. THE EXECUTIVE DIRECTOR AND EACH MEMBER OF THE BOARD OF DIRECTORS OF BELL SOCIALIZATION SERVICES, INC. MUST DISCLOSE IN WRITING TO THE BOARD ANY POSSIBLE CONFLICT OF INTEREST. ANY STAFF MEMBER MUST DISCLOSE IN WRITING TO THE EXECUTIVE DIRECTOR ANY POSSIBLE CONFLICT OF INTEREST. THIS DISCLOSURE MUST BE UPDATED ANNUALLY. WHEN SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF DIRECTORS (OR ITS COMMITTEE) AND SUCH PERSON SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT SHALL, AT THE BOARD'S DISCRETION, RETIRE FROM THE ROOM IN WHICH THE BOARD (OR ITS COMMITTEE) IS MEETING AND IN NO EVENT SHALL PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. HOWEVER, THAT PERSON SHALL PROVIDE THE BOARD OR COMMITTEE WITH ANY AND ALL RELEVANT INFORMATION UPON REQUEST OF THE BOARD. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS (OR ITS COMMITTEE), EXCLUDING THE PERSON CONCERNING WHOSE SITUATION THE DOUBT HAS ARISEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD MEETS IN EXECUTIVE SESSION TO REVIEW THE SALARIES OF THE DIRECTORS AND THE FINANCIAL SITUATION OF THE ORGANIZATION. SALARY ADJUSTMENTS ARE MADE ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION AS THIS IS NOT REQUIRED BY FEDERAL OR STATE LAW. THE ORGANIZATION INCLUDES A COPY OF ITS FINANCIAL STATEMENTS WITH THE STATE REGISTRATION FILED WITH THE PENNSYLVANIA DEPARTMENT OF STATE, BUREAU OF CHARITABLE ORGANIZATIONS. THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE MAIN OFFICE OF THE ORGANIZATION. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST OF COMMUNITY FOUNDATION 7,649. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. BELL PLUS DEVELOPMENT CORPORATION 160 SOUTH GEORGE STREET YORK PA 17401 232711929 TO HOLD PROPERTY FOR BELL SOCIALIZATION SERVICES, INC. PA 501(C)(2) BELL SOCIALIZATION SERVICES INC 1 BELL HOUSING 160 SOUTH GEORGE STREET YORK PA 17401 224142024 LOW-INCOME HOUSING PA 501(C)(3) LINE 10 BELL SOCIALIZATION SERVICES INC 1 PENN APARTMENTS CORPORATION 160 SOUTH GEORGE STREET YORK PA 17401 232690315 LOW-INCOME HOUSING PA 501(C)(3) LINE 10 BELL SOCIALIZATION SERVICES INC 1 0 1 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 BELL PLUS DEVELOPMENT CORPORATION B 827391 FAIR MARKET VALUE BELL PLUS DEVELOPMENT CORPORATION K 437940 FAIR MARKET VALUE