2025-09-29T15:43:40-05:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2024-01-01 232854206 DUNWOODY ALLIED SERVICES INC DUNW 6103594400 3500 WEST CHESTER PIKE NEWTOWN SQUARE PA 19073 JOHN DUBYK CHIEF FINANCIAL OFFICER 6103594400 2025-09-26 1 0 DANIELLE NIHILL P01350943 7819821001 2025-09-26 2024 2025-03-06 01:10:19Z DUNWOODY AT HOME MAUREEN CASEY 3500 WEST CHESTER PIKE NEWTOWN SQUARE PA 19073 881725 0 X WWW.DUNWOODYHOMECARE.ORG X 1996 PA THE MISSION OF DUNWOODY AT HOME IS TO PROVIDE A COMPREHENSIVE APPROACH TO HEALTH AND WELLNESS WHILE PROVIDING INDIVIDUALIZED CARE IN THE HOME, ENSURING THE HIGHEST QUALITY OF LIFE FOR EACH CLIENT THAT WE SERVE.OUR MOST SIGNIFICANT ACTIVITIES FOR CLIENTS AND THEIR FAMILY CAREGIVERS INCLUDE SUPPORT WITH ACTIVITIES OF DAILY LIVING, TRANSPORTATION, PET CARE, CONTINUATION OF ROLES, ENGAGEMENT IN HOBBIES AND PURSUIT OF PASSIONS. 4 4 64 7 0 0 0 134552 1565176 734291 11358 12875 0 0 1576534 881718 0 0 0 0 1508140 625866 0 0 0 103927 108646 1612067 734512 -35533 147206 1103506 1445992 531945 684994 571561 760998 X THE MISSION OF DUNWOODY AT HOME IS TO PROVIDE COMPREHENSIVE APPROACH TO HEALTH AND WELLNESS WHILE PROVIDING INDIVIDUALIZED CARE IN THE HOME, ENSURING THE HIGHEST QUALITY OF LIFE FOR EACH CLIENT THAT WE SERVE. 0 0 599706 734291 DUNWOODY ALLIED SERVICES, INC. PROVIDES PRIVATE DUTY COMPANION SERVICES TO DUNWOODY VILLAGE RESIDENTS AND THE COMMUNITY. IT IS DEDICATED TO THE SUPPORT OF DUNWOODY VILLAGE THROUGH ASSISTING DUNWOODY IN MEETING THE NEEDS OF ITS ELDERLY RESIDENTS. 599706 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 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 0 0 0 1 1 0 64 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JOHN DUBYK 6103594454 3500 WEST CHESTER PIKE NEWTOWN SQUARE PA 19073 CATHERINE EHRMAN TRUSTEE 1.00 X 0 0 0 DR TIM CONAHAN SECRETARY OF THE BOARD 1.00 X X 0 0 0 SHERRY SMYTH TREASURER 1.00 X X 0 0 0 TED BREDIKIN TRUSTEE 1.00 X 0 0 0 CONEL HICKEY CHAIRMAN OF THE BOARD (LEFT JUNE 2024) 1.00 X X 0 0 0 DR ANDREW LIPTON TRUSTEE (LEFT JUNE 2024) 1.00 X 0 0 0 THEODORE BREDIKIN TRUSTEE (LEFT APRIL 2024) 1.00 1.00 X 0 0 0 MAUREEN CASEY PRESIDENT AND CEO 1.50 40.00 X X 0 424230 21357 0 424230 21357 0 0 1 0 0 134552 134552 RESIDENT SERVICE FEES 621610 734291 734291 734291 12859 12859 23 7 16 16 16 881718 734291 0 12875 508806 437319 71487 43838 26456 17382 34169 20622 13547 39053 23569 15484 27967 24927 3040 6523 5382 1141 6420 5104 1316 15960 12688 3272 1400 1113 287 18500 11165 7335 MEDICAL SUPPLIES 29753 29753 0 EMPLOYEE REQUIREMENTS 2023 1608 415 MEMBERSHIPS 100 100 734512 599706 134806 0 378728 591865 254565 328840 470213 525287 1103506 1445992 100486 120616 431459 564378 531945 684994 X 571561 760998 571561 760998 1103506 1445992 147206 43308 -1077 0 X 0 1 X 1 0 X X 1 DUNWOODY VILLAGE INC 231379512 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 DUE TO AFFILIATES 564378 564378 X PART X, LINE 2: DUNWOODY ALLIED SERVICES IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE CODES. DUNWOODY FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE GUIDANCE FURTHER PRESCRIBES RECOGNITION AND MEASUREMENT OF TAX PROVISIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THE APPLICATION OF THIS STANDARD HAS NO IMPACT ON DUNWOODY'S CONSOLIDATED FINANCIAL STATEMENTS. 0 0 0 0 0 0 0 0 0 MAUREEN CASEY PRESIDENT AND CEO 0 352521 0 71709 0 0 0 19793 0 1564 0 445587 0 0 FORM 990, PART III, LINE 4A, DESCRIPTION OF PROGRAM SERVICE: DUNWOODY ALLIED SERVICES, INC. PROVIDES PRIVATE DUTY COMPANION SERVICES TO DUNWOODY VILLAGE RESIDENTS AND THE COMMUNITY. IT IS DEDICATED TO THE SUPPORT OF DUNWOODY VILLAGE THROUGH ASSISTING DUNWOODY IN MEETING THE NEEDS OF ITS ELDERLY RESIDENTS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL BE COMPOSED OF THE OFFICERS OF THE CORPORATION AND OTHER TRUSTEES THAT MAY BE NAMED TO THE COMMITTEE BY THE CHAIR. THE EXECUTIVE COMMITTEE: (A) SHALL HAVE AND EXERCISE THE AUTHORITY OF THE BOARD OF TRUSTEES IN THE MANAGEMENT OF THE BUSINESS OF THE CORPORATION AND SHALL: (I) ACT AS AN ETHICS COMMITTEE WHEN NEEDED TO DEVELOP POLICIES AND GUIDELINES FOR HANDLING OF ETHICAL ISSUES AND REVIEW AND GIVE CONSULTATION INVOLVING ETHICAL DIFFICULTIES. (II) CONDUCT PERFORMANCE REVIEW OF PRESIDENT CHIEF EXECUTIVE OFFICER. (III) MONITOR EFFECTIVENESS AND APPROVE INCENTIVE COMPENSATION OF EMPLOYEES UNDER INCENTIVE COMPENSATION PROGRAMS. (IV) REVIEW AND RECOMMEND TO THE BOARD CHANGES TO THE HUMAN RESOURCES POLICY AND BENEFIT PLANS OF THE CORPORATION. (V) SUCH OTHER DUTIES AND FUNCTIONS AS MAY BE ASSIGNED BY THE BOARD. (B) THE EXECUTIVE COMMITTEE, HOWEVER, SHALL NOT HAVE ANY POWER OR THE AUTHORITY AS TO THE FOLLOWING: (I) THE FILLING OF VACANCIES IN THE BOARD OF TRUSTEES. (II) THE ADOPTION, AMENDMENT OR REPEAL OF (THE) BYLAWS OF THE CORPORATION. (III) THE AMENDMENT OR REPEAL OF ANY RESOLUTION OF THE BOARD. (IV) ACTION ON MATTERS ASSIGNED BY (THE) BYLAWS OR RESOLUTION OF THE BOARD OF TRUSTEES TO ANOTHER COMMITTEE OF THE BOARD. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION SHALL BE DUNWOODY VILLAGE INC., A PENNSYLVANIA NONPROFIT CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBER SHALL HAVE THE RIGHTS TO ELECT THE TRUSTEES OF THE CORPORATION TO SERVE FOR ONE-YEAR TERMS. FORM 990, PART VI, SECTION A, LINE 7B THE APPROVAL OF THE MEMBER IS REQUIRED IN ORDER FOR ANY PROPOSED ACTION WHICH INVOLVES MATTERS RELATED TO THE ARTICLES OF INCORPORATION OR THE BY-LAWS TO BE VALID. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. IT IS THEN REVIEWED AND RECOMMENDED FOR APPROVAL BY THE FINANCE COMMITTEE OF DUNWOODY VILLAGE INC. THE FORM 990 IS THEN REVIEWED AND APPROVED BY THE DUNWOODY ALLIED SERVICES INC. TRUSTEES BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C DUNWOODY ALLIED SERVICES INC. REQUIRES THAT EACH TRUSTEE, OFFICER, EMPLOYEE AND MEMBER OF THE CLINICAL STAFF CONDUCT THEIR AFFAIRS IN AN ETHICAL MANNER AND IN A WAY THAT AVOIDS CONFLICTS OF INTEREST. ANY POTENTIAL CONFLICT OF INTEREST THAT THE MEMBERS OF DUNWOODY ALLIED SERVICES INC. AND ITS RELATED PARTIES MAY HAVE DISCLOSED IN WRITING TO THE CORPORATE COMPLIANCE OFFICER. THIS PROCESS IS CONDUCTED BY MANAGEMENT AT THE FIRST QUARTERLY BOARD MEETING OF EACH YEAR. THE POLICY STATES THAT DUNWOODY ALLIED SERVICES INC. WILL NOT ACCEPT OR SOLICIT GIFTS, GRATUITIES, AND TIPS FROM ANY CLIENT, FAMILY OF CLIENTS, OR VENDORS. ANY USE OF POSITION TO SECURE SPECIAL DISCOUNTS OR SERVICES FROM ANY INDIVIDUAL OR ORGANIZATION WITH WHICH DUNWOODY ALLIED SERVICES INC. IS CURRENTLY DOING BUSINESS WITH OR SEEKING TO DO BUSINESS WITH IS PROHIBITED. IF IT IS DETERMINED THAT A CONFLICT OF INTEREST EXISTS, THE CONFLICTED MEMBER OF THE BOARD OF TRUSTEES MAY PARTICIPATE IN ALL DISCUSSION RELATING TO THE MATTER BUT SHALL REFRAIN FROM ANY VOTE RELATING TO THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 ALL OFFICERS, AND WHEN APPLICABLE KEY EMPLOYEES, COMPENSATION IS PAID AND REVIEWED BY DUNWOODY VILLAGE INC., A RELATED 501(C)(3) PUBLIC CHARITY. THE RELATED PARTY'S COMPENSATION IS CONDUCTED BY INDEPENDENT PERSONS, INCLUDES THE USE OF COMPARABILITY DATA AND DELIBERATION AND FINAL DECISIONS ARE TIMELY DOCUMENTED. THIS PROCESS WAS LAST PERFORMED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 DUNWOODY ALLIED SERVICES INC.'S REPORT IS COMBINED WITH DUNWOODY VILLAGE INC.'S IN DUNWOODY VILLAGE INC.'S ANNUAL REPORT BOOKLET. THE GOVERNING DOCUMENTS AND CONFLICTS OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. DUNWOODY VILLAGE INC 3500 WEST CHESTER PIKE NEWTOWN SQUARE PA 19073 231379512 CONTINUUM OF AGING SERVICES PA 501(C)(3) LINE 12A, I N/A 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 1