Civic Intelligence

Passavant Memorial Homes IX

EIN 26-1631009 • 501(c)3 • Pittsburgh, PA

Profile

It is the mission of passavant memorial homes ix to develop and operate real estate properties for housing for individuals with intellectual disabilities, autism, and behavioral health needs.

100 Passavant WayPittsburgh, PA 15238

www.pmhfos.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.11x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

1.48x

Higher debt load relative to revenue than 94% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

7th percentile

-54%

Higher net margin than 7% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2022

Assets

Down

$690,496

Down $22,103 (-3.1%) from 2023

Liabilities

Down

$75,681

Down $6,561 (-8.0%) from 2023

Net Assets

Down

$614,815

Down $15,542 (-2.5%) from 2023

Revenue

Up

$59,091

Up $4,002 (+7.3%) from 2023

Expenses

Down

$74,633

Down $15,310 (-17%) from 2023

Net Income

Up

-$15,542

Up $19,312 (+55%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.0M$500K$0Assets 2010: $456,519Liabilities 2010: $121,626Net Assets 2010: $334,8932010Assets 2012: $930,680Liabilities 2012: $33,919Net Assets 2012: $896,7612012Assets 2013: $915,345Liabilities 2013: $24,138Net Assets 2013: $891,2072013Assets 2022: $746,752Liabilities 2022: $81,541Net Assets 2022: $665,2112022Assets 2023: $712,599Liabilities 2023: $82,242Net Assets 2023: $630,3572023Assets 2024: $690,496Liabilities 2024: $75,681Net Assets 2024: $614,8152024

Highlighted filing

2024

Assets$690,496
Liabilities$75,681
Net Assets$614,815

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2010: $158,684Expenses 2010: $227Net Income 2010: $158,4572010Expenses 2012: $53,7122012Expenses 2013: $46,8382013Revenue 2022: $55,106Expenses 2022: $84,626Net Income 2022: -$29,5202022Revenue 2023: $55,089Expenses 2023: $89,943Net Income 2023: -$34,8542023Revenue 2024: $59,091Expenses 2024: $74,633Net Income 2024: -$15,5422024

Highlighted filing

2024

Revenue$59,091
Expenses$74,633
Net Income-$15,542

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Mar 19, 2025
Return Version
2023v6.0
Gross Receipts
$59,091
Mission and Program Overview

Mission

It is the mission of passavant memorial homes ix to develop and operate real estate properties for housing for individuals with intellectual disabilities, autism, and behavioral health needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$678,513$653,495▼ $25,018
Cash and Non-Interest-Bearing Accounts$7,328$5,238▼ $2,090
Accounts Receivable$795$734▼ $61
Total Assets$712,599$690,496▼ $22,103
Other Assets Total$25,963$31,029▲ $5,066
Liabilities
Accounts Payable and Accrued Expenses$79,975$73,161▼ $6,814
Other Liabilities$2,267$2,520▲ $253
Total Liabilities$82,242$75,681▼ $6,561
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$630,357$614,815▼ $15,542
Total Net Assets Fund Balance$630,357$614,815▼ $15,542
Total Liabilities and Net Assets / Fund Balance$712,599$690,496▼ $22,103

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$546,481$288,311$834,792
Land$95,000-$95,000
Equipment$12,014$49,849$61,863
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lawrence KushikBoard Chair
Rick D SenftCEO & President
Zachary SenftCOO & Vice President
Connie JavensBoard Member
William SherbondyExecutive Director
Donna BazzoneCFO & Treasurer
Lewis MinettCOS & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$55,104
Investment Income
$13
Other Revenue
$3,974
Change in Net Assets
$-15,542

Audited Revenue Reconciliation

Revenue per Audited Statements
$59,091
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$59,091
Total Revenue per Form 990
$59,091
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$74,633
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$39,274--$39,274
Depreciation Depletion$26,268--$26,268
Fees for Services Other-$4,963-$4,963
Fees for Services Management-$4,128-$4,128
Total Functional Expenses$65,542$9,091$0$74,633

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$74,633
Total Expenses per Audited Statements$74,633
Total Expenses per Form 990$74,633
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Deposits Held in Trust$2,520
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

Rick d. Senft and zachary senft have a family relationship.

Form 990, Part VI, Section A, Line 3

Management services are provided by passavant development corporation (a for-profit subsidiary). Principle services provided include administrative, financial, and human resources.

Form 990, Part VI, Section A, Line 6

Members are limited to individuals who are either members of passavant memorial homes or nonmembers who have the approval of the board of directors of passavant memorial homes.

Form 990, Part VI, Section A, Line 7A

The board of directors are elected by the members.

Form 990, Part VI, Section B, Line 11B

The passavant memorial homes ix form 990 review and submission follows the following process: 1. The passavant memorial homes management team completes a first draft of the form 990. 2. The draft form 990 is submitted to passavant memorial homes' independent auditors for review and the passavant memorial homes management team makes changes to the form 990 that were identified by the independent auditors, as applicable. 3. Once the draft 990 is approved by the independent auditors, it is submitted to passavant memorial homes' legal counsel for review and endorsement. Following review from legal counsel, the passavant memorial homes management team makes additional changes to the form 990 per legal counsel's recommended revisions, as applicable. 4. Passavant memorial homes' legal counsel presents the final draft of the form 990 to the full board of directors for approval prior to filing with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

The organization regularly and consistently monitors and enforces compliance with the conflict of interest and disclosure statement. Board members complete conflict of interest and disclosures statements annually. If an interested person has a conflict, he or she is recused from voting.

Form 990, Part VI, Section B, Line 15

The ceo, coo, cos, and cfo, as well as all officers who are employees and key employees, are employed and paid by passavant development corporation. The total compensation for each of these employees is allocated across passavant memorial homes and its subsidiaries and affiliates, in accordance with a comprehensive allocation plan, which is approved by the independent auditors and adopted by the board of directors. The comprehensive allocation plan is reviewed annually. In addition, the following are used to establish the compensation of the organization's ceo, coo, cos, and cfo, as well as all officers who are employees and key employees, ensuring that the organization is in accordance with the irs guidelines: the compensation committee (called executive committee), independent compensation consultant, compensation survey or study, and approval by the executive committee for recommendation to the board of directors for approval. Additionally, the board of directors has adopted a policy that precludes officers and executives from receiving total compensation in excess of the 75th percentile for like positions, as provided by the independent compensation consultant. Total compensation includes base salary, bonus, and benefits (including deferred compensation).

Form 990, Part VI, Section C, Line 19

At this time, the organization does not make its governing documents, conflicts of interest policy and financial statements available to the general public.

Filing and Contact Details

Filer

Filer Name
Passavant Memorial Homes Ix
EIN
26-1631009
Phone
4128201010
Address
100 PASSAVANT WAY, PITTSBURGH, PA 15238

Signing Officer

Name
Donna Bazzone
Title
CFO and Treasurer
Phone
4128201010
Signed
2025-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rick D Senft
Formed
2008
Legal Domicile
Pa
Voting Board Members
7
Independent Board Members
2
Employees
0
Volunteers
2

Preparer

Firm
Baker Tilly Advisory Group Lp
Address
20 STANWIX STREET, PITTSBURGH, PA 15222
Preparer
Kelly a Brocious CPA
Phone
4126976400
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

Passavant memorial homes ix has an audit committee that is responsible for overseeing the audit of the financial statements and selection of an independent accountant. The process has not changed from prior year.

Articles From Annual Impact Report

2023 impact report title: striving to continuously exceed expectations with compassionate services while pursuing even further enhancements article by rick d. Senft, ceo and president, titled, "ensuring premier, compassionate services and honoring those who make it possible" i am again honored to be able to bring you this annual message as ceo and president of passavant memorial homes family of services (pmhfos) and share some of the innovative ways that our organizations have been able to work collaboratively to provide a holistic array of services to individuals with intellectual disabilities, autism, and behavioral health needs. Through the efforts of our dedicated staff and business partners, and with the guidance and support of our devoted boards of directors, passavant memorial homes (pmh), passavant development corporation (pdc), life enrichment trust (let), accessible dental services (ads), and passavant memorial homes foundation (pmhf) have advanced our collective mission of providing the highest quality of services to all of the individuals, families, and agencies that we are privileged to serve and have continued to facilitate opportunities for each individual to live successfully within his or her community. Compassion is at the foundation of everything that we do at pmhfos, and across 2023 we were able demonstrate our commitment to our employees that directly provide the hands-on compassionate care to the individuals we serve on a daily basis, through the implementation of several initiatives. These initiatives included years of service recognitions, direct support professional (dsp) of the month awards, and a variety of initiatives to acknowledge the nationally-recognized dsp recognition week. In addition to recognizing our direct care staff, pmhfos also honored our management staff in a special way during 2023. All management employees across pmhfos were invited to attend a luncheon at the ppg paints arena to further support cross-functional collaboration amongst departments and recognize the vital work and dedication of our management team in empowering individuals with intellectual disabilities, autism, and behavioral health needs. It is because of our compassionate direct care employees and dedicated management team that pmh continues to be able to offer a solution to state and county entities in instances where there is an urgent need to support additional individuals. There was one such instance during this past year where individuals needed to transition from another provider agency and required residential services. Pmh welcomed the opportunity to assist and proactively developed a comprehensive plan to address all of the individuals' unique needs. Through this process, many of the impacted individuals selected pmh as the preferred provider of choice and were able to successfully transition into pmh's residential program. Since its founding in 1895, and in particular over the most recent 35 years, pmh has established a track record of success in providing residential services to additional individuals with intellectual disabilities, and this latest transition is a further example. Pmh understands that there are a variety of challenges facing human services provider agencies operating in today's day and age, and pmh is committed to partnering with other provider agencies that are in need of support and assistance. Accordingly, pmh has created a provider agency support and integration webpage on pmhfos.org that outlines an array of options for consideration, ranging from independence to integration, for provider agencies that are seeking relief and assistance. As we enter 2024, pmhfos is well positioned for the opportunities and challenges that we will be presented with, and we will work tirelessly to continue to provide optimal supports to all of the individuals that we are privileged to serve. Thank you for your interest in our organization, and we look forward to working with you in the coming year as we

Articles From Annual Impact Report (cont.)

Article by mary ann bolland, pmh board chair, titled, "pursuing even further enhancements at pmhfos, internally and beyond" on behalf of the passavant memorial homes (pmh) board of directors, i am proud to report on yet another year of providing compassionate services and supports to over 10,000 individuals with intellectual disabilities, autism, and behavioral health needs, such that each individual is empowered to pursue their unique goals and aspirations. Under the steadfast leadership of rick d. Senft, ceo and president, pmh and its subsidiary and affiliate organizations have never been satisfied with maintaining the status quo. Rather, there is an underlying commitment to continuous improvement and attacking both challenges and opportunities with a proactive approach. Passavant memorial homes family of services' (pmhfos) actions across this past year speak to this enduring focus on positioning the organization to be able to not only meet the needs of the individuals that we are privileged serve in the present, but also in years to come. To this regard, pmhfos completed significant renovations to the corporate office location in harmarville, pennsylvania, to create an innovative space which will facilitate collaboration and teamwork across our organizations. As part of this renovation, a human resources center of excellence has been established to promote high-class employee training, development, and support. This space includes a state-of-the-art training facility to ensure that staff have the knowledge and skills necessary to be successful in their career at pmhfos during their onboarding with the organization and throughout their employment. Further investments were also made into the development of pmh's direct care employees. Specifically, pmh partnered with a direct support professional credentialing vendor to provide the opportunity for our direct care employees for career growth through the obtainment of a nationally-recognized qualification. Additionally, pmhfos enhanced its technological infrastructure through the implementation of an upgraded phone system that improves security capabilities and streamlines employee-to-employee communication. In addition to these internal enhancements, all of which are geared towards creating a workforce and infrastructure for future success, what i am especially proud of is that pmhfos does not stop there. Our organization's commitment to developing an environment where individuals with intellectual disabilities, autism, and behavioral health needs can further live successfully in their community extends beyond the family of services that we operate. Pmhfos is dedicated to creating awareness of, and providing education to, those outside of our organization. The passavant memorial homes foundation (pmhf) community service scholarship in memory of jamie ellenberger is one example of this. Pmhf received applicants from 46 local high schools relating to this scholarship, with the awardee of $10,000 being the applicant who best demonstrates his/her efforts to serve their community, with an emphasis on supporting individuals with disabilities. Another example of this is through accessible dental services' (ads) clinical affiliation with the university of pittsburgh school of dental medicine. This partnership facilitates opportunities for dental students to gain experience providing care to individuals with intellectual disabilities, autism, and behavioral health needs, under the supervision of the ads dental director. The ultimate objective of this partnership is to enhance the overall comfort of future community dentists in providing care to individuals with intellectual disabilities, autism, and behavioral health needs. I would again like to thank all those who have assisted us in advancing our mission this past year as well as those who supported our foundation's events and initiatives. Further, i would like to recognize my colleagues that devote their time and energy to serve on

Financial Statement Notes

PART X, LINE 2:

Pmh, pmhf, let, let-nj, ads, and the housing initiative corporations are not-for-profit corporations as described under section 501(c)(3) of the internal revenue code (irc) and are recognized as tax exempt under 501(a) of the code. Accordingly, no provision for income taxes has been provided. Pdc is a for-profit corporation and is subject to federal and state income taxes. Pdc provides for income taxes in accordance with the asset and liability method. Under this method, deferred taxes are determined based on the difference between the financial statement and the tax basis of assets and liabilities using enacted tax rates in effect in the years in which the differences are expected to reverse. Deferred tax assets are provided for operating losses that are available to offset future taxable income and tax credits that are available to offset future federal income taxes. A valuation allowance is established for any deferred tax asset for which realization is not considered likely. Accounting principles generally accepted in the united states of america require the organization to evaluate tax positions taken by the organization and recognize a tax liability or asset if the organization has taken an uncertain position that more likely than not would be sustained upon examination by the internal revenue services (irs). The organization has concluded that as of june 30, 2024 and 2023, there are no uncertain positions taken or expected to be taken that would require recognition of a liability or asset or disclosure in the consolidated financial statements. Generally, tax returns for years ended june 30, 2021, and thereafter remain subject to examination by federal and state tax authorities.

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IRS990/ActivityOrMissionDesc0IT IS THE MISSION OF PASSAVANT MEMORIAL HOMES IX TO DEVELOP AND OPERATE REAL ESTATE PROPERTIES FOR HOUSING FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES, AUTISM, AND BEHAVIORAL HEALTH NEEDS.
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0IT IS THE MISSION OF PASSAVANT MEMORIAL HOMES IX TO DEVELOP AND OPERATE REAL ESTATE PROPERTIES FOR HOUSING FOR INDIVIDUALS WITH INTELLECTUAL DISABILITIES, AUTISM, AND BEHAVIORAL HEALTH NEEDS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0PMH, PMHF, LET, LET-NJ, ADS, AND THE HOUSING INITIATIVE CORPORATIONS ARE NOT-FOR-PROFIT CORPORATIONS AS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND ARE RECOGNIZED AS TAX EXEMPT UNDER 501(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN PROVIDED. PDC IS A FOR-PROFIT CORPORATION AND IS SUBJECT TO FEDERAL AND STATE INCOME TAXES. PDC PROVIDES FOR INCOME TAXES IN ACCORDANCE WITH THE ASSET AND LIABILITY METHOD. UNDER THIS METHOD, DEFERRED TAXES ARE DETERMINED BASED ON THE DIFFERENCE BETWEEN THE FINANCIAL STATEMENT AND THE TAX BASIS OF ASSETS AND LIABILITIES USING ENACTED TAX RATES IN EFFECT IN THE YEARS IN WHICH THE DIFFERENCES ARE EXPECTED TO REVERSE. DEFERRED TAX ASSETS ARE PROVIDED FOR OPERATING LOSSES THAT ARE AVAILABLE TO OFFSET FUTURE TAXABLE INCOME AND TAX CREDITS THAT ARE AVAILABLE TO OFFSET FUTURE FEDERAL INCOME TAXES. A VALUATION ALLOWANCE IS ESTABLISHED FOR ANY DEFERRED TAX ASSET FOR WHICH REALIZATION IS NOT CONSIDERED LIKELY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY OR ASSET IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICES (IRS). THE ORGANIZATION HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR ASSET OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. GENERALLY, TAX RETURNS FOR YEARS ENDED JUNE 30, 2021, AND THEREAFTER REMAIN SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAX AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICK D SENFT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ZACHARY SENFT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2LEWIS MINETT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3DONNA BAZZONE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4WILLIAM SHERBONDY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO & PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COO & VICE PRESIDENT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2COS & SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3CFO & TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4EXECUTIVE DIRECTOR
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE CEO, COO, COS, AND CFO, AS WELL AS ALL OFFICERS WHO ARE EMPLOYEES AND KEY EMPLOYEES, ARE EMPLOYED BY PASSAVANT DEVELOPMENT CORPORATION. THE TOTAL COMPENSATION FOR EACH OF THESE EMPLOYEES IS ALLOCATED ACROSS PASSAVANT MEMORIAL HOMES AND ITS SUBSIDIARIES AND AFFILIATES, IN ACCORDANCE WITH A COMPREHENSIVE ALLOCATION PLAN, WHICH IS APPROVED BY THE INDEPENDENT AUDITORS AND ADOPTED BY THE BOARD OF DIRECTORS. THE COMPREHENSIVE ALLOCATION PLAN IS REVIEWED ANNUALLY. IN ADDITION, THE FOLLOWING ARE USED TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO, COO, COS, AND CFO, AS WELL AS ALL OFFICERS WHO ARE EMPLOYEES AND KEY EMPLOYEES ENSURING THAT THE ORGANIZATION IS IN ACCORDANCE WITH THE IRS GUIDELINES: COMPENSATION COMMITTEE (CALLED EXECUTIVE COMMITTEE), INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE EXECUTIVE COMMITTEE FOR RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL.
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt1PASSAVANT DEVELOPMENT CORPORATION, A RELATED FOR-PROFIT CORPORATION, CONTRIBUTED TO A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN FOR THE FOLLOWING INDIVIDUALS IN ACCORDANCE WITH COMPENSATION STUDIES AND APPROVED BY THE BOARD OF DIRECTORS: DONNA BAZZONE - $30,000 LEWIS MINETT - $37,041 RICK D. SENFT - $153,710 ZACHARY SENFT - $70,022 WILLIAM SHERBONDY - $4,295 THE FOLLOWING INDIVIDUALS RECEIVED DISTRIBUTIONS FROM A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN, IN ACCORDANCE WITH EMPLOYMENT CONTRACTS AND COMPENSATION STUDIES AND APPROVED BY THE BOARD OF DIRECTORS, COMPRISED OF CONTRIBUTIONS FROM PREVIOUS YEARS, WHICH ARE REFLECTED UNDER EACH INDIVIDUAL'S RESPECTIVE LINES WITHIN PART VII, SECTION A, COLUMN E: DONNA BAZZONE - $25,329 LEWIS MINETT - $34,117 RICK D. SENFT - $151,188 ZACHARY SENFT - $67,374 WILLIAM SHERBONDY - $3,585
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 4B
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd01
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0RICK D. SENFT AND ZACHARY SENFT HAVE A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT SERVICES ARE PROVIDED BY PASSAVANT DEVELOPMENT CORPORATION (A FOR-PROFIT SUBSIDIARY). PRINCIPLE SERVICES PROVIDED INCLUDE ADMINISTRATIVE, FINANCIAL, AND HUMAN RESOURCES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2MEMBERS ARE LIMITED TO INDIVIDUALS WHO ARE EITHER MEMBERS OF PASSAVANT MEMORIAL HOMES OR NONMEMBERS WHO HAVE THE APPROVAL OF THE BOARD OF DIRECTORS OF PASSAVANT MEMORIAL HOMES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS ARE ELECTED BY THE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PASSAVANT MEMORIAL HOMES IX FORM 990 REVIEW AND SUBMISSION FOLLOWS THE FOLLOWING PROCESS: 1. THE PASSAVANT MEMORIAL HOMES MANAGEMENT TEAM COMPLETES A FIRST DRAFT OF THE FORM 990. 2. THE DRAFT FORM 990 IS SUBMITTED TO PASSAVANT MEMORIAL HOMES' INDEPENDENT AUDITORS FOR REVIEW AND THE PASSAVANT MEMORIAL HOMES MANAGEMENT TEAM MAKES CHANGES TO THE FORM 990 THAT WERE IDENTIFIED BY THE INDEPENDENT AUDITORS, AS APPLICABLE. 3. ONCE THE DRAFT 990 IS APPROVED BY THE INDEPENDENT AUDITORS, IT IS SUBMITTED TO PASSAVANT MEMORIAL HOMES' LEGAL COUNSEL FOR REVIEW AND ENDORSEMENT. FOLLOWING REVIEW FROM LEGAL COUNSEL, THE PASSAVANT MEMORIAL HOMES MANAGEMENT TEAM MAKES ADDITIONAL CHANGES TO THE FORM 990 PER LEGAL COUNSEL'S RECOMMENDED REVISIONS, AS APPLICABLE. 4. PASSAVANT MEMORIAL HOMES' LEGAL COUNSEL PRESENTS THE FINAL DRAFT OF THE FORM 990 TO THE FULL BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST AND DISCLOSURE STATEMENT. BOARD MEMBERS COMPLETE CONFLICT OF INTEREST AND DISCLOSURES STATEMENTS ANNUALLY. IF AN INTERESTED PERSON HAS A CONFLICT, HE OR SHE IS RECUSED FROM VOTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE CEO, COO, COS, AND CFO, AS WELL AS ALL OFFICERS WHO ARE EMPLOYEES AND KEY EMPLOYEES, ARE EMPLOYED AND PAID BY PASSAVANT DEVELOPMENT CORPORATION. THE TOTAL COMPENSATION FOR EACH OF THESE EMPLOYEES IS ALLOCATED ACROSS PASSAVANT MEMORIAL HOMES AND ITS SUBSIDIARIES AND AFFILIATES, IN ACCORDANCE WITH A COMPREHENSIVE ALLOCATION PLAN, WHICH IS APPROVED BY THE INDEPENDENT AUDITORS AND ADOPTED BY THE BOARD OF DIRECTORS. THE COMPREHENSIVE ALLOCATION PLAN IS REVIEWED ANNUALLY. IN ADDITION, THE FOLLOWING ARE USED TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S CEO, COO, COS, AND CFO, AS WELL AS ALL OFFICERS WHO ARE EMPLOYEES AND KEY EMPLOYEES, ENSURING THAT THE ORGANIZATION IS IN ACCORDANCE WITH THE IRS GUIDELINES: THE COMPENSATION COMMITTEE (CALLED EXECUTIVE COMMITTEE), INDEPENDENT COMPENSATION CONSULTANT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE EXECUTIVE COMMITTEE FOR RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. ADDITIONALLY, THE BOARD OF DIRECTORS HAS ADOPTED A POLICY THAT PRECLUDES OFFICERS AND EXECUTIVES FROM RECEIVING TOTAL COMPENSATION IN EXCESS OF THE 75TH PERCENTILE FOR LIKE POSITIONS, AS PROVIDED BY THE INDEPENDENT COMPENSATION CONSULTANT. TOTAL COMPENSATION INCLUDES BASE SALARY, BONUS, AND BENEFITS (INCLUDING DEFERRED COMPENSATION).
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7AT THIS TIME, THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE GENERAL PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8PASSAVANT MEMORIAL HOMES IX HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt92023 IMPACT REPORT TITLE: STRIVING TO CONTINUOUSLY EXCEED EXPECTATIONS WITH COMPASSIONATE SERVICES WHILE PURSUING EVEN FURTHER ENHANCEMENTS ARTICLE BY RICK D. SENFT, CEO AND PRESIDENT, TITLED, "ENSURING PREMIER, COMPASSIONATE SERVICES AND HONORING THOSE WHO MAKE IT POSSIBLE" I AM AGAIN HONORED TO BE ABLE TO BRING YOU THIS ANNUAL MESSAGE AS CEO AND PRESIDENT OF PASSAVANT MEMORIAL HOMES FAMILY OF SERVICES (PMHFOS) AND SHARE SOME OF THE INNOVATIVE WAYS THAT OUR ORGANIZATIONS HAVE BEEN ABLE TO WORK COLLABORATIVELY TO PROVIDE A HOLISTIC ARRAY OF SERVICES TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES, AUTISM, AND BEHAVIORAL HEALTH NEEDS. THROUGH THE EFFORTS OF OUR DEDICATED STAFF AND BUSINESS PARTNERS, AND WITH THE GUIDANCE AND SUPPORT OF OUR DEVOTED BOARDS OF DIRECTORS, PASSAVANT MEMORIAL HOMES (PMH), PASSAVANT DEVELOPMENT CORPORATION (PDC), LIFE ENRICHMENT TRUST (LET), ACCESSIBLE DENTAL SERVICES (ADS), AND PASSAVANT MEMORIAL HOMES FOUNDATION (PMHF) HAVE ADVANCED OUR COLLECTIVE MISSION OF PROVIDING THE HIGHEST QUALITY OF SERVICES TO ALL OF THE INDIVIDUALS, FAMILIES, AND AGENCIES THAT WE ARE PRIVILEGED TO SERVE AND HAVE CONTINUED TO FACILITATE OPPORTUNITIES FOR EACH INDIVIDUAL TO LIVE SUCCESSFULLY WITHIN HIS OR HER COMMUNITY. COMPASSION IS AT THE FOUNDATION OF EVERYTHING THAT WE DO AT PMHFOS, AND ACROSS 2023 WE WERE ABLE DEMONSTRATE OUR COMMITMENT TO OUR EMPLOYEES THAT DIRECTLY PROVIDE THE HANDS-ON COMPASSIONATE CARE TO THE INDIVIDUALS WE SERVE ON A DAILY BASIS, THROUGH THE IMPLEMENTATION OF SEVERAL INITIATIVES. THESE INITIATIVES INCLUDED YEARS OF SERVICE RECOGNITIONS, DIRECT SUPPORT PROFESSIONAL (DSP) OF THE MONTH AWARDS, AND A VARIETY OF INITIATIVES TO ACKNOWLEDGE THE NATIONALLY-RECOGNIZED DSP RECOGNITION WEEK. IN ADDITION TO RECOGNIZING OUR DIRECT CARE STAFF, PMHFOS ALSO HONORED OUR MANAGEMENT STAFF IN A SPECIAL WAY DURING 2023. ALL MANAGEMENT EMPLOYEES ACROSS PMHFOS WERE INVITED TO ATTEND A LUNCHEON AT THE PPG PAINTS ARENA TO FURTHER SUPPORT CROSS-FUNCTIONAL COLLABORATION AMONGST DEPARTMENTS AND RECOGNIZE THE VITAL WORK AND DEDICATION OF OUR MANAGEMENT TEAM IN EMPOWERING INDIVIDUALS WITH INTELLECTUAL DISABILITIES, AUTISM, AND BEHAVIORAL HEALTH NEEDS. IT IS BECAUSE OF OUR COMPASSIONATE DIRECT CARE EMPLOYEES AND DEDICATED MANAGEMENT TEAM THAT PMH CONTINUES TO BE ABLE TO OFFER A SOLUTION TO STATE AND COUNTY ENTITIES IN INSTANCES WHERE THERE IS AN URGENT NEED TO SUPPORT ADDITIONAL INDIVIDUALS. THERE WAS ONE SUCH INSTANCE DURING THIS PAST YEAR WHERE INDIVIDUALS NEEDED TO TRANSITION FROM ANOTHER PROVIDER AGENCY AND REQUIRED RESIDENTIAL SERVICES. PMH WELCOMED THE OPPORTUNITY TO ASSIST AND PROACTIVELY DEVELOPED A COMPREHENSIVE PLAN TO ADDRESS ALL OF THE INDIVIDUALS' UNIQUE NEEDS. THROUGH THIS PROCESS, MANY OF THE IMPACTED INDIVIDUALS SELECTED PMH AS THE PREFERRED PROVIDER OF CHOICE AND WERE ABLE TO SUCCESSFULLY TRANSITION INTO PMH'S RESIDENTIAL PROGRAM. SINCE ITS FOUNDING IN 1895, AND IN PARTICULAR OVER THE MOST RECENT 35 YEARS, PMH HAS ESTABLISHED A TRACK RECORD OF SUCCESS IN PROVIDING RESIDENTIAL SERVICES TO ADDITIONAL INDIVIDUALS WITH INTELLECTUAL DISABILITIES, AND THIS LATEST TRANSITION IS A FURTHER EXAMPLE. PMH UNDERSTANDS THAT THERE ARE A VARIETY OF CHALLENGES FACING HUMAN SERVICES PROVIDER AGENCIES OPERATING IN TODAY'S DAY AND AGE, AND PMH IS COMMITTED TO PARTNERING WITH OTHER PROVIDER AGENCIES THAT ARE IN NEED OF SUPPORT AND ASSISTANCE. ACCORDINGLY, PMH HAS CREATED A PROVIDER AGENCY SUPPORT AND INTEGRATION WEBPAGE ON PMHFOS.ORG THAT OUTLINES AN ARRAY OF OPTIONS FOR CONSIDERATION, RANGING FROM INDEPENDENCE TO INTEGRATION, FOR PROVIDER AGENCIES THAT ARE SEEKING RELIEF AND ASSISTANCE. AS WE ENTER 2024, PMHFOS IS WELL POSITIONED FOR THE OPPORTUNITIES AND CHALLENGES THAT WE WILL BE PRESENTED WITH, AND WE WILL WORK TIRELESSLY TO CONTINUE TO PROVIDE OPTIMAL SUPPORTS TO ALL OF THE INDIVIDUALS THAT WE ARE PRIVILEGED TO SERVE. THANK YOU FOR YOUR INTEREST IN OUR ORGANIZATION, AND WE LOOK FORWARD TO WORKING WITH YOU IN THE COMING YEAR AS WE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10ARTICLE BY MARY ANN BOLLAND, PMH BOARD CHAIR, TITLED, "PURSUING EVEN FURTHER ENHANCEMENTS AT PMHFOS, INTERNALLY AND BEYOND" ON BEHALF OF THE PASSAVANT MEMORIAL HOMES (PMH) BOARD OF DIRECTORS, I AM PROUD TO REPORT ON YET ANOTHER YEAR OF PROVIDING COMPASSIONATE SERVICES AND SUPPORTS TO OVER 10,000 INDIVIDUALS WITH INTELLECTUAL DISABILITIES, AUTISM, AND BEHAVIORAL HEALTH NEEDS, SUCH THAT EACH INDIVIDUAL IS EMPOWERED TO PURSUE THEIR UNIQUE GOALS AND ASPIRATIONS. UNDER THE STEADFAST LEADERSHIP OF RICK D. SENFT, CEO AND PRESIDENT, PMH AND ITS SUBSIDIARY AND AFFILIATE ORGANIZATIONS HAVE NEVER BEEN SATISFIED WITH MAINTAINING THE STATUS QUO. RATHER, THERE IS AN UNDERLYING COMMITMENT TO CONTINUOUS IMPROVEMENT AND ATTACKING BOTH CHALLENGES AND OPPORTUNITIES WITH A PROACTIVE APPROACH. PASSAVANT MEMORIAL HOMES FAMILY OF SERVICES' (PMHFOS) ACTIONS ACROSS THIS PAST YEAR SPEAK TO THIS ENDURING FOCUS ON POSITIONING THE ORGANIZATION TO BE ABLE TO NOT ONLY MEET THE NEEDS OF THE INDIVIDUALS THAT WE ARE PRIVILEGED SERVE IN THE PRESENT, BUT ALSO IN YEARS TO COME. TO THIS REGARD, PMHFOS COMPLETED SIGNIFICANT RENOVATIONS TO THE CORPORATE OFFICE LOCATION IN HARMARVILLE, PENNSYLVANIA, TO CREATE AN INNOVATIVE SPACE WHICH WILL FACILITATE COLLABORATION AND TEAMWORK ACROSS OUR ORGANIZATIONS. AS PART OF THIS RENOVATION, A HUMAN RESOURCES CENTER OF EXCELLENCE HAS BEEN ESTABLISHED TO PROMOTE HIGH-CLASS EMPLOYEE TRAINING, DEVELOPMENT, AND SUPPORT. THIS SPACE INCLUDES A STATE-OF-THE-ART TRAINING FACILITY TO ENSURE THAT STAFF HAVE THE KNOWLEDGE AND SKILLS NECESSARY TO BE SUCCESSFUL IN THEIR CAREER AT PMHFOS DURING THEIR ONBOARDING WITH THE ORGANIZATION AND THROUGHOUT THEIR EMPLOYMENT. FURTHER INVESTMENTS WERE ALSO MADE INTO THE DEVELOPMENT OF PMH'S DIRECT CARE EMPLOYEES. SPECIFICALLY, PMH PARTNERED WITH A DIRECT SUPPORT PROFESSIONAL CREDENTIALING VENDOR TO PROVIDE THE OPPORTUNITY FOR OUR DIRECT CARE EMPLOYEES FOR CAREER GROWTH THROUGH THE OBTAINMENT OF A NATIONALLY-RECOGNIZED QUALIFICATION. ADDITIONALLY, PMHFOS ENHANCED ITS TECHNOLOGICAL INFRASTRUCTURE THROUGH THE IMPLEMENTATION OF AN UPGRADED PHONE SYSTEM THAT IMPROVES SECURITY CAPABILITIES AND STREAMLINES EMPLOYEE-TO-EMPLOYEE COMMUNICATION. IN ADDITION TO THESE INTERNAL ENHANCEMENTS, ALL OF WHICH ARE GEARED TOWARDS CREATING A WORKFORCE AND INFRASTRUCTURE FOR FUTURE SUCCESS, WHAT I AM ESPECIALLY PROUD OF IS THAT PMHFOS DOES NOT STOP THERE. OUR ORGANIZATION'S COMMITMENT TO DEVELOPING AN ENVIRONMENT WHERE INDIVIDUALS WITH INTELLECTUAL DISABILITIES, AUTISM, AND BEHAVIORAL HEALTH NEEDS CAN FURTHER LIVE SUCCESSFULLY IN THEIR COMMUNITY EXTENDS BEYOND THE FAMILY OF SERVICES THAT WE OPERATE. PMHFOS IS DEDICATED TO CREATING AWARENESS OF, AND PROVIDING EDUCATION TO, THOSE OUTSIDE OF OUR ORGANIZATION. THE PASSAVANT MEMORIAL HOMES FOUNDATION (PMHF) COMMUNITY SERVICE SCHOLARSHIP IN MEMORY OF JAMIE ELLENBERGER IS ONE EXAMPLE OF THIS. PMHF RECEIVED APPLICANTS FROM 46 LOCAL HIGH SCHOOLS RELATING TO THIS SCHOLARSHIP, WITH THE AWARDEE OF $10,000 BEING THE APPLICANT WHO BEST DEMONSTRATES HIS/HER EFFORTS TO SERVE THEIR COMMUNITY, WITH AN EMPHASIS ON SUPPORTING INDIVIDUALS WITH DISABILITIES. ANOTHER EXAMPLE OF THIS IS THROUGH ACCESSIBLE DENTAL SERVICES' (ADS) CLINICAL AFFILIATION WITH THE UNIVERSITY OF PITTSBURGH SCHOOL OF DENTAL MEDICINE. THIS PARTNERSHIP FACILITATES OPPORTUNITIES FOR DENTAL STUDENTS TO GAIN EXPERIENCE PROVIDING CARE TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES, AUTISM, AND BEHAVIORAL HEALTH NEEDS, UNDER THE SUPERVISION OF THE ADS DENTAL DIRECTOR. THE ULTIMATE OBJECTIVE OF THIS PARTNERSHIP IS TO ENHANCE THE OVERALL COMFORT OF FUTURE COMMUNITY DENTISTS IN PROVIDING CARE TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES, AUTISM, AND BEHAVIORAL HEALTH NEEDS. I WOULD AGAIN LIKE TO THANK ALL THOSE WHO HAVE ASSISTED US IN ADVANCING OUR MISSION THIS PAST YEAR AS WELL AS THOSE WHO SUPPORTED OUR FOUNDATION'S EVENTS AND INITIATIVES. FURTHER, I WOULD LIKE TO RECOGNIZE MY COLLEAGUES THAT DEVOTE THEIR TIME AND ENERGY TO SERVE ON
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2

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