2023-05-15T10:55:38-05:00 2022-06-30 FORVIS LLP 201 N Illinois Street Indianapolis IN 46204 990 2021-07-01 351168048 Damar Services Inc % JAY THOMPSON DAMA 3178565201 6067 DECATUR BLVD INDIANAPOLIS IN 46241 JAMES L DALTON PRESIDENT AND CEO 3178565201 2023-05-15 true JAMES L DALTON 999009999 NICOLE B FISHBACK P01279475 3173834000 2023-05-15 2 2021 2023-04-26 12:10:37Z JAMES L DALTON PRESIDENTCEO 6067 DECATUR BLVD INDIANAPOLIS IN 46241 76040262 false X WWW.DAMAR.ORG X 1967 IN DAMAR SERVICES BUILDS BETTER FUTURES FOR CHILDREN AND ADULTS FACING LIFE'S GREATEST DEVELOPMENTAL AND BEHAVIORAL CHALLENGES. SEE SCHEDULE O FOR ADDITIONAL INFORMATION. 21 20 1375 600 0 0 12435027 819549 70336127 74783201 -91375 -5372 0 0 82679779 75597378 0 0 0 0 50317516 52314554 0 0 335400 16090181 18831958 66407697 71146512 16272082 4450866 55415839 55661215 7828240 7693514 47587599 47967701 X DAMAR PROVIDES RESIDENTIAL, EDUCATIONAL, THERAPEUTIC AND COMMUNITY SUPPORT SERVICES FOR CHILDREN, ADOLESCENTS AND ADULTS WITH DEVELOPMENTAL DISABILITIES THAT PROMOTE THE FULLEST POSSIBLE INDIVIDUAL POTENTIAL WHILE PREPARING THEM TO LIVE AS INDEPENDENTLY AS POSSIBLE IN THEIR CHOSEN COMMUNITY. IN ADDITION TO ON-CAMPUS RESIDENTIAL CARE, THE ORGANIZATION PROVIDES A FULL CONTINUUM OF SUPPORT TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN THEIR OWN COMMUNITIES THAT INCLUDE BEHAVIORAL HEALTH SERVICES, GROUP HOME SERVICES AND SUPPORTIVE LIVING SERVICES. false false 37002540 45487568 RESIDENTIAL SERVICES - DAMAR'S CAMPUS PROVIDES 24 HOUR SUPERVISED CARE THAT RANGES FROM STAFF-SECURE TO MORE INDEPENDENT ALTERNATIVE WITH A TOTAL OF 193 BEDS. TRANSITIONAL LIVING HOMES AND GROUP HOME LOCATED IN THE COMMUNITY MAINLY NEAR CAMPUS PROVIDE CLIENTS WITH THE LEAST RESTRICTIVE ENVIRONMENT IN THE RESIDENTIAL SERVICES PROGRAM WITH APPROXIMATELY 39 BEDS. 27268999 26564730 COMMUNITY LIVING AND SUPPORT - DAMAR'S COMMUNITY-BASED SERVICES PROVIDE ASSISTANCE AND INTERVENTION FOR ALL AGES. INDIVIDUALS RECEIVING SERVICES, EITHER LIVE IN THEIR OWN HOMES OR WITH THEIR FAMILIES AND NEED SUPPORT. THE OUTPATIENT CLINIC CONTINUES DAMAR'S MISSION INTO THE COMMUNITY BY PROVIDING BEHAVIOR MANAGEMENT SERVICES AND MENTAL HEALTH COUNSELING. THE GOAL OF THE OUTPATIENT CLINIC IS TO HELP INDIVIDUALS FULLY REALIZE THEIR POTENTIAL. DAMAR SERVICES PROVIDES ABA PROGRAMMING TO CLIENTS AT THREE LOCATIONS IN THE CITY. APPROXIMATELY 1700 WERE SERVED IN THIS PROGRAM. 1833051 2730903 EDUCATIONAL SERVICES - DAMAR ACADEMY OFFERS COMPREHENSIVE SPECIAL EDUCATION SCHOOL PROGRAMS FOR STUDENTS AGES 6-22 FACING DELAYS RELATED TO AUTISM, MENTAL RETARDATION, AND OTHER DEVELOPMENTAL AND INTELLECTUAL DISABILITIES. THE SCHOOL IS FULLY ACCREDITED BY THE INDIANA DEPARTMENT OF EDUCATION AS A FREEWAY SCHOOL AND CAN CONTRACT WITH LOCAL SCHOOL CORPORATIONS TO PROVIDE EDUCATIONAL PROGRAMMING TO CHILDREN WHO QUALIFY. DAMAR ACADEMY SERVES APPROXIMATELY 65 STUDENTS. 66104590 true true false true false false false false false true true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false true true true true false false true 188 0 true 1375 true false false false false false false false false false false false false X 21 20 false false false false false false false true true false false true true true true true true true true false IN X JAY THOMPSON 3178565201 6067 DECATUR BLVD INDIANAPOLIS IN 46241 X DR JAMES DALTON PRESIDENT AND CEO 60.0 0.0 X X 541658 0 46260 JENNIFER MAGGARD CHIEF OPERATING OFFICER 50.0 0.0 X 328743 0 24957 JENNIFER PETERS-REECE CHIEF STRATEGY OFFICER 50.0 0.0 X 248604 0 20905 SHAWN COLLINSWORTH PRESIDENT OF DAMAR FOUNDATION 10.0 40.0 X 44829 179316 19934 OCTAVIUS MOLTON CHIEF FINANCIAL OFFICER 50.0 0.0 X 215588 0 10242 YOLANDA CASTANEDA MEANS CHIEF HUMAN RESOURCE OFFICER 50.0 0.0 X 175120 0 18190 DANIELLE NANCE DIRECTOR, CINICAL SERVICES 40.0 0.0 X 137724 0 9723 DONALD MCCOY VP of OPERATIONS 40.0 0.0 X 138978 0 5717 SAMUEL MOYA VP CHILDRENS RESIDENTIAL SVCS 40.0 0.0 X 113543 0 18041 ERIC COX PHYSICIAN 40.0 0.0 X 128429 0 98 RALPH BALBER BOARD CHAIR 5.0 0.0 X X 0 0 0 BARTON EARLY DIRECTOR 1.0 0.0 X 0 0 0 PATRICIA EDWARDS DIRECTOR 1.0 0.0 X 0 0 0 DR JOHN EHRMANN DIRECTOR 1.0 0.0 X 0 0 0 AMBER FIELDS SECRETARY 1.0 0.0 X X 0 0 0 LISA GRIMES DIRECTOR 1.0 0.0 X 0 0 0 JOHN KRUTZ DIRECTOR 1.0 0.0 X 0 0 0 BRAD LINVILLE DIRECTOR 1.0 0.0 X 0 0 0 AMY MARTIN BEG 912021 DIRECTOR 1.0 0.0 X 0 0 0 KATHY MILLER VICE CHAIR 1.0 0.0 X X 0 0 0 LORA MOORE DIRECTOR 1.0 0.0 X 0 0 0 VICTOR PERKINS DIRECTOR 1.0 0.0 X 0 0 0 STEVE PRICE DIRECTOR 1.0 0.0 X 0 0 0 JAMES SCHEIDLER DIRECTOR 1.0 0.0 X 0 0 0 JESSICA SMILEY BEG 912021 TREASURER 1.0 0.0 X X 0 0 0 KAREN SNYDER DIRECTOR 1.0 0.0 X 0 0 0 RICK TORBECK DIRECTOR 1.0 0.0 X 0 0 0 JASON ULM DIRECTOR 1.0 0.0 X 0 0 0 JAKE ZUPANCIC DIRECTOR 1.0 0.0 X 0 0 0 DAVID BRINEGAR BEG 312022 DIRECTOR 1.0 0.0 X 0 0 0 2073216 179316 174067 32 false true false IU HEALTH PHYSICIANS 2227 RELIABLE PARKWAY CHICAGO IL 606860022 MEDICAL PROVIDER 968660 HOLIDAY CONSTRUCTION GROUP LLC 3454 DOUGLAS ROAD STE 250 SOUTH BEND IN 46635 BUILDING CONTRACTOR 841194 RESULTANT DEPT 230 P O BOX 4985 HOUSTON TX 77210 COMPUTER TECHNOLOGY 644862 K1DS COUNT 8641 FAWN LAKE CIRCLE INDIANAPOLIS IN 46278 PEDIATRIC THERAPY 423566 HITTLE LANDSCAPING 17778 SUN PARK DRIVE WESTFIELD IN 46074 LANDSCAPING SERVICES 288504 10 283878 527349 8322 819549 CLIENT REVENUE 624100 55895794 55895794 MEDICAID 624100 15809348 15809348 OTHER REVENUE 624100 3078059 3078059 74783201 12386 12386 0 0 0 0 0 425126 442884 -17758 -17758 -17758 0 0 0 0 0 0 0 0 0 0 75597378 74783201 -5372 0 0 0 0 1555108 1555108 0 41134852 39078110 1851068 205674 595866 566072 26814 2980 5917649 5621766 266294 29589 3111079 2955525 139999 15555 0 82834 50400 32434 170388 37957 132431 60000 60000 0 0 5148563 4891135 231685 25743 864758 830168 34590 1804297 1732125 63150 9022 1452190 1394102 50827 7261 0 4508696 4283261 202891 22544 616303 591651 21571 3081 0 173886 166931 6086 869 0 0 1582147 1518861 55375 7911 1034250 992880 36199 5171 CLIENT EXPENSES 221121 221121 FOOD & KITCHEN SUPPLIES 1100012 1100012 OTHER EXPENSES 12513 12513 71146512 66104590 4706522 335400 5126005 5445926 22127443 22697248 7889 7889 11092673 11243302 0 0 0 0 0 0 0 0 1334753 969079 28533409 13930480 14915329 14602929 0 0 0 0 0 0 0 0 811747 694842 55415839 55661215 7306859 7256474 0 0 0 0 0 0 0 0 0 0 0 0 0 0 521381 437040 7828240 7693514 X 47423025 47879373 164574 88328 47587599 47967701 55415839 55661215 X 4450866 -113296 -3957468 X false true X true true true X 204244 2433822 354489 12435027 819549 16247131 53371880 56525286 63744084 70336127 74783201 318760578 0 0 0 53576124 58959108 64098573 82771154 75602750 335007709 2270000 2270000 0 2270000 2270000 332737709 16862 28371 36810 6488 12386 100917 0 16862 28371 36810 6488 12386 100917 0 0 53592986 58987479 64135383 82777642 75615136 335108626 0.99292 0.99240 0.00030 0.00040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 60000 60000 71086512 71146512 1000000 250000 false 1000000 1000000 1000000 1000000 4000000 6000000 60000 50000 65000 60000 235000 250000 250000 250000 250000 1000000 1500000 60000 60000 SCHEDULE C, PART II-A, LINE 1B LOBBYING EXPENDITURES TO INFLUENCE A LEGISLATIVE BODY: DAMAR SERVICES, INC. OPERATES IN FULL COMPLIANCE WITH ALL LOBBYING RESTRICTIONS APPLICABLE TO PUBLIC CHARITIES EXEMPT FROM FEDERAL INCOME TAXATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND APPLICABLE TREASURY REGULATIONS. DAMAR CONDUCTS ONLY AN INSUBSTANTIAL AMOUNT OF LOCAL GOVERNMENT LOBBYING ACTIVITIES, AND THEN ONLY WHEN SUCH ACTIVITIES ARE CONSISTENT WITH ITS EXEMPT PURPOSES, AND BENEFICIAL TO THE CHILDREN IT SERVES. 40064332 4682987 -6763815 43265 37940239 31528283 8570913 34864 40064332 30243998 1289175 4890 31528283 28394848 1868821 19671 30243998 18034004 8594310 1769552 3018 28394848 0.67440 0.32560 false true true 2736338 2736338 8750037 1353421 7396616 9221124 7130317 2070807 7805910 5426742 2399168 14602929 0 DEFERRED COMPENSATION 437040 437040 75484082 -113296 -113296 75597378 75597378 71146512 71146512 71146512 SCHEDULE D, PART V, LINE 4 INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS: THE ENDOWMENT FUNDS ARE HELD BY DAMAR FOUNDATION AND ARE USED TO SUPPORT THE OPERATIONS OF DAMAR SERVICES, INC. A DONATION OF PERMANENTLY RESTRICTED ENDOWMENT FUNDS IN A PRIOR YEAR ARE TO BE USED TO SUSTAIN THE ORGANIZATION INTO THE FUTURE. SCHEDULE D, PART X, LINE 2 ASC 740 DISCLOSURE: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. X X X X X false false false false false false false true false DR JAMES DALTON PRESIDENT AND CEO 462158 0 79500 0 0 0 27000 0 19260 0 587918 0 JENNIFER MAGGARD CHIEF OPERATING OFFICER 272493 0 56250 0 0 0 15000 0 9957 0 353700 0 JENNIFER PETERS-REECE CHIEF STRATEGY OFFICER 202104 0 46500 0 0 0 15000 0 5905 0 269509 0 SHAWN COLLINSWORTH PRESIDENT OF DAMAR FOUNDATION 36129 144516 8700 34800 0 0 2000 8000 1987 7947 48816 195263 OCTAVIUS MOLTON CHIEF FINANCIAL OFFICER 200588 0 15000 0 0 0 10000 0 242 0 225830 0 YOLANDA CASTANEDA MEANS CHIEF HUMAN RESOURCE OFFICER 160120 0 15000 0 0 0 0 0 18190 0 193310 0 SCHEDULE J, PART I, LINE 7 NONFIXED PAYMENTS: CERTAIN MEASUREMENT INDICATORS HAVE BEEN ADOPTED BY THE COMPENSATION COMMITTEE OF THE BOARD. THE INDICATORS ARE SPECIFICALLY MEASURABLE AND ARE THE OUTCOMES OF STRATEGIC INITIATIVES THAT TAKE TIME TO ACHIEVE. THE WEIGHTS FOR EACH INDICATOR HAVE BEEN ADOPTED BY THE COMPENSATION COMMITTEE. THE INDICATORS FOR THE PLAN THAT APPLIES TO FISCAL YEAR ENDING 6/30/22 ARE LICENSURE, REVENUE, MARGIN, FUNDRAISING, QUALITY, PEOPLE. WEIGHTS THAT WOULD HAVE APPLIED TO QUALITY HAVE BEEN REDISTRIBUTED TO OTHER INDICATORS SO THAT TOTAL PAYOUT POTENTIAL INTEGRITY AT THRESHOLD, TARGET AND MAXIMUM IS PRESERVED TO EXTENT POSSIBLE AT APPROXIMATELY 13%/22%/30% RESPECTIVELY. THE INDIVIDUALS WHO RECEIVED NONFIXED PAYMENTS ARE JAMES DALTON, JENNIFER MAGGARD, OCTAVIUS MOLTON, JENNIFER PETERS-REECE, AND SHAWN COLLINSWORTH. FORM 990, PART VI, SECTION B, LINE 11B PROCESS TO REVIEW FORM 990: THE CFO, AUDIT COMMITTEE CHAIR AND AUDIT COMMITTEE DO A DETAILED REVIEW OF THE FORM 990. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. THE 990 IS DISTRIBUTED TO ALL BOARD MEMBERS AT A BOARD MEETING PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12B & 12C CONFLICT OF INTEREST POLICY: ALL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY THE GOVERNANCE COMMITTEE AND REPORTED TO THE WHOLE BOARD ANNUALLY, OR AS DIRECTORS ARE ADDED AND AS POTENTIAL CONFLICTS ARISE. IF A CONFLICT IS DISCOVERED, IT IS NOTED IN THE GOVERNANCE COMMITTEE AND FULLY DISCLOSED TO THE BOARD. THE MEMBER WITH THE CONFLICT RECUSES HIMSELF/HERSELF FROM VOTING AND DISCUSSION. ANY CONTRACT ENTERED INTO BY DAMAR SERVICES, INC. AND AN OUTSIDE VENDOR THAT INVOLVES A PERCEIVED CONFLICT OF INTEREST OR A POTENTIAL CONFLICT OF INTEREST IS REVIEWED BY THE GOVERNANCE COMMITTEE OF THE BOARD OF DIRECTORS. ANY CONFLICT CONERN IDENTIFIED BY THE GOVERNANCE COMMITTEE IS FORWARDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR ACTION AND RESOLUTION. FORM 990, PART VI, SECTION B, LINE 15A & 15B PROCESS TO DETERMINE CEO AND OFFICER COMPENSATION: COMPENSATION REVIEWS ARE CONDUCTED AND APPROVED ANNUALLY BY THE COMPENSATION COMMITTEE USING THE FORM 990 OF OTHER ORGANIZATIONS AND COMPENSATION SURVEYS. THE RECOMMENDATIONS OF THE BOARD ARE ALSO REVIEWED BY THE ORGANIZATION'S ATTORNEYS. COMPENSATION REVIEWS ARE CONDUCTED ANNUALLY AS DESCRIBED ABOVE FOR ALL OFFICERS OR KEY EMPLOYEES. THE COMPENSATION COMMITTEE REVIEWS THE COMPENSATION OF THE CFO, CHIEF HR OFFICER, AND COO AT THE SAME TIME AS THE CEO. THE MOST RECENT COMPENSATION REVIEW WAS IN DECEMBER 2021. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF GOVERNING DOCUMENTS, COI POLICY, AND FINANCIAL STATEMENTS: THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: ($3,957,468) TRANSFER OF ASSETS OF DAMAR FOUNDATION, INC. DAMAR SPECIALIZED SERVICES LLC 6067 DECATUR BLVD INDIANAPOLIS IN 46241 462845526 AUTISM SVCS IN 13058328 11456475 DAMAR SVCS DAMAR TRANSPORTATION 6067 DECATUR BLVD INDIANAPOLIS IN 46241 464150145 OWNS CARS IN 269199 182074 DAMAR SVCS DAMAR SUPPORT SERVICES LLC 6067 DECATUR BLVD INDIANAPOLIS IN 46241 831246357 ADULT SVCS IN 2899122 2153836 DAMAR SVCS DAMAR PHARMACY 6067 DECATUR BLVD INDIANAPOLIS IN 46241 844099011 PHARMACY SVCS IN 0 0 DAMAR SVCS DAMAR FOUNDATION INC 6067 DECATUR BLVD INDIANAPOLIS IN 46241 464444224 SUPPORT DAMAR IN 501(C)(3) 12, TYPE 1 DAMAR SVCS true false false true false false false false false false false true true true true true false true false true