2023-02-23T10:28:47-06:00 2022-06-30 251622758 MAHER DUESSEL CPA'S 503 MARTINDALE STREET SUITE 600 PITTSBURGH PA 15212 990 2021-07-01 251215557 MAINSTAY LIFE SERVICES INC MAIN 4123443640 200 ROESSLER ROAD PITTSBURGH PA 15220 KIMBERLY SONAFELT CHIEF EXECUTIVE OFFICER 4123443640 2023-02-23 1 KIMBERLY SONAFELT 999009999 AMY LEWIS P01360302 4124715500 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z KIMBERLY SONAFELT 200 ROESSLER ROAD PITTSBURGH PA 15220 27200200 0 X WWW.MAINSTAYLIFESERVICES.ORG X 1999 PA MAINSTAY LIFE SERVICES PROVIDES LIFE-LONG, HIGH-QUALITY SUPPORT SERVICES TO ENSURE THAT PEOPLE WITH DEVELOPMENTAL DISABILITIES LEAD FULFILLING LIVES AND REALIZE THEIR VISION OF A DESIRABLE FUTURE. 16 16 469 16 0 0 4624201 1902066 23251213 24493945 178084 573556 77135 163480 28130633 27133047 0 0 0 0 18714661 19499068 0 0 326791 3971879 4206525 22686540 23705593 5444093 3427454 22073883 23133484 4462926 3938776 17610957 19194708 X INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES WILL LIVE WITHIN A COMMUNITY THAT SUSTAINS THEM AND BENEFITS FROM THEIR PARTICIPATION. MAINSTAY LIFE SERVICES WILL BE REGARDED AS THE REGION'S PROVIDER OF CHOICE FOR INDIVIDUALS AND FAMILIES SEEKING SERVICES, AND AS THE EMPLOYER OF CHOICE FOR QUALIFIED AND COMMITTED PROFESSIONALS. 0 0 19306338 24545944 FOR OVER 50 YEARS, MAINSTAY LIFE SERVICES (MAINSTAY) (AND ITS PREDECESSOR ORGANIZATIONS HORIZON HOMES AND IDLEWOOD CENTER) HAVE SUPPORTED PEOPLE WITH DEVELOPMENTAL DISABILITIES (DD). MAINSTAY SUPPORTS OVER 300 PEOPLE, AND THEIR FAMILIES, THROUGHOUT ALLEGHENY AND THE SURROUNDING COUNTIES. OUR SERVICES INCLUDE:RESIDENTIAL: MAINSTAY OWNS AND OPERATES 42 COMMUNITY HOMES WITH 24-HOUR SUPPORTS IN ALLEGHENY (40) AND WASHINGTON COUNTIES (2), SUPPORTING OVER 110 PEOPLE IN OUR RESIDENTIAL PROGRAMS. NINE HOMES SUPPORT ADULTS LIVING WITH PRADER-WILLI SYNDROME, A RARE GENETIC DISORDER. LIFE SHARING: THROUGH LIFE SHARING, FAMILIES WELCOME A PERSON WITH DD INTO THEIR HOME TO LIVE IN A SHARED, SUPPORTIVE FAMILY ENVIRONMENT.SUPPORTED LIVING: SERVICES ARE PROVIDED TO ENSURE THE HEALTH AND WELFARE OF PARTICIPANTS BY ASSISTING THEM IN THE AREAS OF SELF-CARE, HEALTH AND WELLNESS ACTIVITIES, RESOURCE MANAGEMENT, RELATIONSHIP DEVELOPMENT, AND MORE. IN-HOME AND COMMUNITY SUPPORT: SERVICES ASSIST PEOPLE TO ACQUIRE, MAINTAIN AND IMPROVE THE SKILLS NECESSARY TO LIVE MORE INDEPENDENTLY AND PARTICIPATE MEANINGFULLY IN THE COMMUNITY. COMMUNITY PARTICIPATION SUPPORT (CPS): CPS PROVIDES OPPORTUNITIES AND SUPPORT FOR COMMUNITY INCLUSION AND BUILDING INTEREST IN AND DEVELOPING SKILLS AND POTENTIAL FOR COMPETITIVE INTEGRATED EMPLOYMENT. SUPPORTS BUILD ON AN INDIVIDUAL'S PREFERENCES, GIFTS, AND STRENGTHS. BEHAVIORAL AND CLINICAL SUPPORTS: SUPPORTS ARE PROVIDED TO PEOPLE WHO ARE SEEKING HELP TO OVERCOME BARRIERS TO INTEGRATION INTO THEIR HOME, COMMUNITY, OR COPING WITH DAILY LIFE. IN JULY 2022, WE WERE LICENSED AS A BEHAVIORAL HEALTH CLINIC TO OFFER SPECIALIZED THERAPEUTIC SUPPORTS BY A LICENSED CLINICIAN TO AUGMENT PSYCHIATRIC CARE. EMPLOYMENT SUPPORTS: SERVICES INCLUDE JOB DEVELOPMENT, COMMUNITY JOB PLACEMENT AND ON-THE-JOB SUPPORTS, WITH THE GOAL OF FINANCIAL INDEPENDENCE AND COMMUNITY INCLUSION.COMPANION SERVICES: SERVICES ARE FOR PEOPLE 18 AND OVER LIVING IN PRIVATE HOMES AND PROVIDES INDIVIDUALIZED SUPERVISION/ASSISTANCE DESIGNED TO ENSURE THEIR HEALTH, SAFETY, AND WELFARE. TECHNOLOGY SUPPORTS: MAINSTAY IS DEDICATED TO HARNESSING THE POWER OF DIGITAL CONNECTIONS TO ENRICH LIVES AND UNLOCK POTENTIAL. THIS INCLUDES EXPANDING ACCESS TO TECHNOLOGY THAT ENABLES PEOPLE WITH DD TO LIVE AND THRIVE IN THEIR COMMUNITY. OUR COMMITMENT TO TECHNOLOGY HAS LED TO MAINSTAY BECOMING THE FIRST PENNSYLVANIA PROVIDER TO RECEIVE THE TECHNOLOGY FIRST ACCREDITATION FROM SHIFT.SELF-ADVOCATES: OUR ADVOCATES ADVISORY BOARD BEGAN IN 2019. THE GROUP WORKS TO IMPROVE THE QUALITY AND SATISFACTION OF SERVICES. ADVOCATES ARE INVOLVED IN RECRUITMENT EFFORTS, SERVE ON COMMITTEES AND ON THE BOARD OF DIRECTORS. MAINSTAY WORKS FOR PEOPLE WHO LIVE WITH ALL LEVELS OF DD; ALL SUPPORTS ARE PERSON-CENTERED AND INDIVIDUALIZED. WE HELP PEOPLE TO LIVE MEANINGFUL AND SUCCESSFUL LIVES, WHILE SUPPORTING THEM AS THEY LEARN NEW SKILLS, DEVELOP FRIENDSHIPS, AND GIVE BACK TO THEIR COMMUNITY. MANY PEOPLE WE WORK FOR ARE INVOLVED IN THE COMMUNITY, WITH GAINFUL EMPLOYMENT AND A HIGH LEVEL OF SELF-SUFFICIENCY AND INDEPENDENCE. 19306338 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 17 0 469 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X KIMBERLY SONAFELT 4123443640 200 ROESSLER ROAD PITTSBURGH PA 15220 JACK RYAN BOARD CHAIR 1.00 X X 0 0 0 RICHARD P SWARTZ BOARD VICE-CHAIR 1.00 X X 0 0 0 LAUREN ZETTS BOARD SECRETARY 1.00 X X 0 0 0 PETER FLEMING BOARD TREASURER 1.00 X X 0 0 0 ROSEMARIE COOPER DIRECTOR 1.00 X 0 0 0 JAMES GEMPERLE DIRECTOR 1.00 X 0 0 0 MARVIN GOLD CFRE DIRECTOR 1.00 X 0 0 0 TRAYSEAN HARRIS DIRECTOR 1.00 X 0 0 0 REBEKAH HERMAN DIRECTOR 1.00 X 0 0 0 JUDITH HULICK PHD DIRECTOR 1.00 X 0 0 0 THOMAS JUNKER DIRECTOR 1.00 X 0 0 0 JOHN LOVELACE DIRECTOR 1.00 X 0 0 0 ROBERT O'GARA DIRECTOR 1.00 X 0 0 0 DR MAHMOOD USMAN DIRECTOR 1.00 X 0 0 0 REID WOLFE DIRECTOR 1.00 X 0 0 0 JANNA M CHIURAZZI YOUNG DIRECTOR 1.00 X 0 0 0 LINDA ZANE ED D DIRECTOR 1.00 X 0 0 0 KIMBERLY SONAFELT CEO 40.00 X 230958 0 12997 JODIE ESPER CFO 40.00 X 167127 0 19337 ALEXANDRA CALABRESE CHRO 40.00 X 132941 0 33715 531026 0 66049 3 0 1 0 ENTERPRISE FM TRUST TWO PENN CTR W BLVD SUITE 215 PITTSBURGH PA 15276 FLEET MANAGEMENT 209323 ENKOMPAS TECHNOLOGY SOLUTIONS 4900 PERRY HWY 200 PITTSBURGH PA 15229 IT MANAGEMENT 206950 RENK'S LANDSCAPING & LAWN CARE LLC 1429 STATE ROUTE 885 JEFFERSON HILLS PA 15025 LAWN CARE 134065 THERAP SERVICES LLC 333 KENNEDY DR TORRINGTON CT 06790 RECORD MANAGEMENT 114915 4 12000 6684 1583162 300220 6684 1902066 ODP PROGRAM SERVICE 624100 23504512 23504512 ROOM AND BOARD 531110 822745 822745 ALL OTHER PROG SERVICE 900099 166688 166688 24493945 416385 416385 157171 0 157171 157171 157171 177780 6684 67153 110627 110627 OTHER 900099 52853 52853 52853 27133047 24546798 0 684183 592276 118455 414593 59228 14636140 12961606 1657223 17311 335916 265498 70418 2811709 2430130 379356 2223 1123027 967905 149250 5872 28198 28198 26236 26236 120155 39607 80548 219610 37999 37757 143854 382496 33735 347694 1067 228359 166081 62278 1024305 923310 100995 232787 213952 18161 674 5873 1956 3849 68 11502 10750 752 802783 593809 208974 123437 53537 69900 FOOD AND CLOTHING 328476 328476 OTHER EMPLOYEE EXPENSES 218185 45058 173028 99 SMALL EQUIPMENT AND FUR 52833 50212 2016 605 401290 64262 241238 95790 23705593 19306338 4072464 326791 5148426 4257916 1999663 2503078 161651 182440 13720208 7824308 6006551 5895900 8714541 10251445 42000 42000 1051 705 22073883 23133484 1798740 1802057 2256762 1838275 407424 298444 4462926 3938776 X 17320194 18878898 290763 315810 17610957 19194708 22073883 23133484 3427454 -1843703 0 X X 0 1 X 1 0 X 1086144 799057 1046784 4624201 1902066 9458252 1086144 799057 1046784 4624201 1902066 9458252 9458252 87404 122490 126857 178084 416385 931220 22068 10878 10283 52853 96082 10485554 106772038 0.90200 0.92660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2017 AMOUNT: $ 22,068. 2018 AMOUNT: $ 10,878. 2019 AMOUNT: $ 10,283. 2021 AMOUNT: $ 52,853. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 11726577 6352766 5373811 1993631 1471542 522089 5895900 25356497 -1843703 67153 -1776550 27133047 0 27133047 23772746 67153 67153 23705593 0 23705593 PART IV, LINE 2B: MAINSTAY HAS A FIDUCIARY RESPONSIBILITY TO CONTROL PERSONAL FUNDS OF CERTAIN INDIVIDUALS RECEIVING SERVICES. THESE INCLUDE CLIENT CHECKING ACCOUNTS. A LIABILITY IS REPORTED ON THE STATEMENT OF FINANCIAL POSITION TO REFLECT THAT THE FUNDS ARE NOT THE PROPERTY OF MAINSTAY. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 67,153. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS DIRECT EXPENSES 67,153. GOLF OUTING 172415 6684 165731 6684 26510 25885 5749 HIGHMARK WALK 5365 5365 2325 177780 6684 171096 6684 26510 25885 8074 67153 103943 X X X X 1 0 0 0 0 0 0 0 0 KIMBERLY SONAFELT CEO 230958 0 0 0 0 0 0 0 12997 0 243955 0 0 0 JODIE ESPER CFO 167127 0 0 0 0 0 0 0 19337 0 186464 0 0 0 ALEXANDRA CALABRESE CHRO 132941 0 0 0 0 0 0 0 33715 0 166656 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ENTIRE BOARD RECEIVES AND REVIEWS THE FINAL DRAFTS OF THE FORM 990 BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR AND OFFICER MUST ANNUALLY COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT, SIGN, DATE AND RETURN TO THE BOARD CHAIR. WITHIN THE DISCLOSURE, THEY MUST ACKNOWLEDGE THAT THEY HAVE READ THE POLICY, AND UNDERSTAND THAT IT IS HIS OR HER DUTY TO MAKE FULL, FRANK AND FAIR DISCLOSURE OF CIRCUMSTANCES GIVING RISE TO AN ACTUAL OR POTENTIAL CONFLICT OF INTEREST. EACH DIRECTOR AND OFFICER IS ALSO OBLIGATED TO FILE A SUPPLEMENTARY DISCLOSURE STATEMENT IF, DURING THE YEAR, THERE IS ANY CHANGE IN CIRCUMSTANCES THAT ALTERS OR MAKES INCOMPLETE THE INFORMATION PROVIDED IN THE ORIGINAL DISCLOSURE STATEMENT. THE CONFLICT OF INTEREST POLICY ALSO FURTHER DEFINES ADDITIONAL DISCLOSURES, METHODS OF ANALYSIS OF A CONFLICT ISSUE, AND PROCEDURES TO FOLLOW WHEN THERE IS A DETERMINATION OF THE EXISTENCE OF A CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS MUST REVIEW, AND ANNUALLY APPROVE, THE COMPENSATION POLICIES FOR ALL POSITIONS, INCLUDING THE CEO, WHICH ARE OUTLINED WITH A MINIMUM AND MAXIMUM HIRING RANGE AND MAXIMUM COMPENSATION FOR EACH PAY CLASSIFICATION. FORM 990, PART VI, SECTION C, LINE 19 MAINSTAY LIFE SERVICES WILL PROVIDE THESE DOCUMENTS UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.