2025-05-15T10:57:57-05:00 2024-06-30 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2023-07-01 231445631 OVERBROOK SCHOOL FOR THE BLIND OVER 2158770313 6333 MALVERN AVENUE PHILADELPHIA PA 19151 TODD REEVES CEO 2158770313 2025-05-15 1 0 HARRISON PEREIRA P00746867 2159798800 2025-05-15 2023 2025-03-06 01:10:19Z TODD REEVES 6333 MALVERN AVENUE PHILADELPHIA PA 19151 42987354 0 X WWW.OBS.ORG X 1832 PA EDUCATION FOR STUDENTS WITH VISUAL IMPAIRMENTS AND OTHER CHALLENGES. 16 16 286 16 0 0 3861662 1312600 22747161 24797324 17114179 10078636 62314 268583 43785316 36457143 124568 155642 0 0 21121262 23301444 0 0 708838 7068829 7499217 28314659 30956303 15470657 5500840 223196924 242529059 4851944 4425400 218344980 238103659 X TO DEVELOP AND DELIVER EDUCATION THAT ENHANCES THE OPTIONS AVAILABLE FOR STUDENTS WITH VISUAL IMPAIRMENTS AND OTHER CHALLENGES SO THAT THEY HAVE THE GREATEST OPPORTUNITY TO EXPERIENCE ACTIVE AND FULFILLING LIVES. 0 0 24715405 22340210 THE SCHOOL SERVES STUDENTS WHO ARE BLIND OR VISUALLY IMPAIRED, MANY OF WHOM HAVE ADDITIONAL DISABILITIES, ON A DAY AND RESIDENTIAL BASIS. STUDENTS ON CAMPUS RANGE FROM AGES 6 THROUGH 21 AND ARE GROUPED BY AGE INTO THE EARLY CHILDHOOD, ELEMENTARY, MIDDLE SCHOOL, HIGH SCHOOL AND SCHOOL-TO-WORK PROGRAMS. ALL STUDENTS ARE TAUGHT IN SMALL CLASS SETTINGS WITH A TEACHER AND 1-2 PARA-EDUCATORS. STUDENTS RECEIVE INSTRUCTION IN THE PA CORE STANDARDS AS WELL AS THE EXPANDED CORE CURRICULUM FOR STUDENTS WITH VISUAL IMPAIRMENTS. ALL MATERIALS ARE PRESENTED BASED ON THE RESULTS OF A LEARNING MEDIA ASSESSMENT TO DETERMINE THE NEED FOR BRAILLE, LARGE PRINT, SPEECH OUTPUT AND/OR ASSISTIVE TECHNOLOGY. STUDENTS' PROGRAMS ARE INDIVIDUALIZED BASED ON THEIR INDIVIDUAL EDUCATION PROGRAMS AS DETERMINED BY A MULTIDISCIPLINARY TEAM.OSB ALSO SERVES CHILDREN AGES BIRTH-FIVE AND THEIR FAMILIES IN THE HOME OR COMMUNITY SETTINGS WHICH COULD INCLUDE DAY CARE CENTERS, PRESCHOOL PROGRAMS, OR SPECIALIZED SETTINGS. OUR ITINERANT PROGRAM SERVES SCHOOL AGE STUDENTS WHO ATTEND PUBLIC AND CHARTER SCHOOLS.ALL INSTRUCTION IS FOCUSED ON PREPARING OUR STUDENTS TO BE AS INDEPENDENT AS POSSIBLE SO THAT THEY HAVE THE GREATEST OPPORTUNITY TO EXPERIENCE ACTIVE AND FULFILLING LIVES. 2728747 155642 1400814 OPERATION OF EARLY INTERVENTION, PRE-VOCATIONAL AND HABILITATION, AND WORK EXPERIENCE PROGRAMS FOR STUDENTS WHO ARE VISUALLY IMPAIRED. THE EARLY INTERVENTION PROGRAM PROVIDES SERVICES TO CHILDREN FROM BIRTH TO AGE FIVE AND THEIR FAMILIES. THE PROGRAMS OCCUR IN THE CHILD'S HOME, DAY CARE CENTER OR ON LOCATION AT THE SCHOOL FOR CHILDREN WHO REQUIRE ADDITIONAL SERVICES. THE GOALS OF THE PROGRAM ARE TO EMPOWER FAMILIES WITH THE KNOWLEDGE AND RESOURCES NEEDED TO BE ADVOCATES FOR THEIR CHILDREN, TO HELP THE CHILDREN LEARN TO EXPLORE THEIR ENVIRONMENTS THROUGH PLAY AND FUNCTIONAL ACTIVITIES AND TO HELP THE CHILDREN LEARN TO BE AS INDEPENDENT AS POSSIBLE. THE SCHOOL-TO-WORK PROGRAM PROVIDES INTENSIVE INSTRUCTION FOR 19-21 YEAR OLDS. STUDENTS RECEIVE INSTRUCTION IN COMMUNICATION SKILLS, SOCIAL SKILLS, DAILY LIVING, VOCATIONAL OR WORK EXPERIENCE SKILLS, LEISURE SKILLS AND ASSISTIVE TECHNOLOGY. THE WORK EXPERIENCE PROGRAM PREPARES STUDENTS THROUGH CLASSROOM LESSONS AND VOCATIONAL EXPERIENCES AT THE SCHOOL AND AT AREA BUSINESSES FOR THE ADULT WORK WORLD THEY WILL ENTER AFTER GRADUATION. THE EMPHASIS IS ON T.E.C.H., TRAINING, EMPLOYMENT, CAREERS AND HABILITATION. THE MISSION OF THE PROGRAM IS "TO CREATE A COMPREHENSIVE AND DYNAMIC VOCATIONAL ATMOSPHERE WHICH PREPARES EACH STUDENT TO CAPABLY HANDLE PRESENT AND FUTURE WORK ASSIGNMENTS PLUS DEVELOP THE SOCIAL BEHAVIOURS REQUIRED FOR THE ADULT WORLD VOCATIONAL PROGRAM AND EMPLOYMENT ENVIRONMENTS." THE WHITEHALL INDEPENDENT LIVING PROGRAM IS ALSO A COMPONENT OF SERVICES PROVIDED FOR HIGH SCHOOL AND SCHOOL-TO-WORK AGED STUDENTS THAT ENTAILS DORMITORY/APARTMENT LIVING WITH MENU PLANNING, FOOD PREPARATION, SELF-CARE SKILLS, AND LAUNDRY SKILLS AS PART OF THE CURRICULUM. 27444152 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 1 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 12 0 286 1 0 0 0 0 0 0 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 0 0 PA X SHEENA LAWRENCE 2158770313 6333 MALVERN AVENUE PHILADELPHIA PA 19151 LYLE T SINE PRESIDENT 1.00 X X 0 0 0 EDWARD MCGINN JR VICE PRESIDENT 1.00 X X 0 0 0 COLLEEN CHRISTIAN VICE PRESIDENT 1.00 X X 0 0 0 SIDNEY ROSENBLATT VICE PRESIDENT 1.00 X X 0 0 0 JAMES J MURPHY TREASURER 1.00 X X 0 0 0 JACQUELINE KEENAN SECRETARY 1.00 X X 0 0 0 MEREDITH CARTER TRUSTEE 1.00 X 0 0 0 ELIZABETH SMITH CAMPANA TRUSTEE 1.00 X 0 0 0 MARK RIOBOLI TRUSTEE 1.00 X 0 0 0 MICHAEL FINELLI TRUSTEE 1.00 X 0 0 0 MARQUITHA GILBERT TRUSTEE 1.00 X 0 0 0 NANCY BARON-BAER TRUSTEE 1.00 X 0 0 0 WARWICK WHEELER TRUSTEE 1.00 X 0 0 0 MARJORIE STEIN TRUSTEE 1.00 X 0 0 0 ANNE MARBLE TRUSTEE 1.00 X 0 0 0 THOMAS D REES TRUSTEE 1.00 X 0 0 0 TODD REEVES EXECUTIVE DIRECTOR 50.00 X 288886 0 61992 SHEENA LAWRENCE CFO (PRESENT) 50.00 X 61119 0 10390 CHRISTINE OSTROWSKI CFO 50.00 X 195196 0 33183 JACKIE BRENNAN SUPERINTENDENT 50.00 X 212311 0 36093 LYNNE WILLIAMS COORDINATOR 40.00 X 154406 0 35832 JO ANN MCNAMEE COORDINATOR 40.00 X 149560 0 25425 HELENE MARANO HIGH SCHOOL COORDINATOR 40.00 X 149270 0 33586 MARGUERITE BRADLEY EARLY CHILDHOOD 40.00 X 144287 0 32739 SUSAN M VAUGHAN COORDINATOR 40.00 X 131023 0 8321 1486058 0 277561 16 0 1 0 AR BUILDING SERVICES 43 LEOPARD RD SUITE 204 PAOLI PA 19301 BUILDING CLEANING SERVICES 613637 COZEN O'CONNOR PO BOX 7247 PHILADELPHIA PA 19170 LEGAL 267165 CDW GOVERNMENT 75 REMITTANCE DR STE 1515 CHICAGO IL 60675 INFORMATION TECHNOLOGY 243159 CLEMENS CONSTRUCTION 1435 WALNUT ST 2ND FL PHILADELPHIA PA 19102 GENERAL CONTRACTOR CONSTRUCTION 227617 MICHAEL GORMAN 1915 COUNTY LINE RD VILLANOVA PA 19085 CONSULTING 221355 11 1312600 1312600 FEES & CONTRACTS 611600 23741024 23741024 STUDENT AIDES 611600 666900 666900 COST SHARING REIMBURSEMENT 611600 274125 274125 FOOD SERVICE 611600 115275 115275 24797324 5384959 5384959 11223888 6530211 4693677 4693677 4693677 MISCELLANEOUS 611600 268583 268583 268583 36457143 24797324 0 10347219 155642 155642 796636 159327 637309 14339343 13705548 365709 268086 2358976 2255820 59024 44132 4709085 4351054 273695 84336 1097404 1011787 66017 19600 47500 47500 154327 154327 1887827 1190613 547810 149404 1693527 1266293 299577 127657 1161519 931883 229636 73445 73105 340 73507 73507 1937254 1876900 60354 355971 315533 40438 REPAIRS & MAINTENANCE 52032 52032 STAFF TRAINING 46685 25108 21577 PRINTING & PUBLICATIONS 15623 15623 30956303 27444152 2803313 708838 1282249 3401835 5029776 5673479 2711789 2946279 349857 427620 68134380 44595651 23705365 23538729 183772444 200716039 6345444 5825078 223196924 242529059 3256678 3211493 1548390 1163813 46876 50094 4851944 4425400 X 172872740 187103300 45472240 51000359 218344980 238103659 223196924 242529059 X 5500840 13717253 540586 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 0 0 192635227 1312600 19135412 1938853 211144386 178683027 3861662 12064576 1974038 192635227 209572909 861051 -30510743 1240190 178683027 169610385 585091 40447094 1069661 209572909 168070385 306101 2349400 1115501 169610385 0.75850 0.11210 0.12940 0 0 127005 127005 51803933 32089003 19714930 12439186 10484381 1954805 3764256 2022267 1741989 23538729 DUE TO STUDENTS 50094 50094 X 50560655 13717253 540586 14257839 36302816 154327 154327 36457143 30801976 0 30801976 154327 154327 30956303 PART X, LINE 2: THE SCHOOL REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS WITH REGARD TO ISSUES AFFECTING ITS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE SCHOOL BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE SCHOOL'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITIONS. THEREFORE, THE SCHOOL HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH THE ACCOUNTING INTERPRETATION. THE SCHOOL'S FEDERAL INFORMATION RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THREE YEARS, THE FISCAL YEARS ENDED JUNE 30, 2021, 2022, AND 2023, AS WELL AS THE RETURN TO BE FILED FOR THE YEAR ENDED JUNE 30, 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAIN ON INTEREST IN PERPETUAL TRUSTS 540,586. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE COMMONWEALTH OF PENNSYLVANIA APPROVES APPLICANTS FOR ADMISSION AND THE SCHOOL IS PROHIBITED FROM DISCRIMINATING ON THE BASIS OF RACE, SEX, OR RELIGIOUS BELIEFS PER ADMISSION POLICIES. SCHEDULE E, PART I, LINE 6 THE PENNSYLVANIA DEPARTMENT OF EDUCATION PROVIDES FUNDING FOR THE EDUCATION PROGRAM OF THE SCHOOL AND VARIOUS GRANTS/AWARDS FROM THE STATE AND LOCAL DEPARTMENTS AND AGENCIES ARE RECEIVED TO FUND SPECIFIC PROGRAM ACTIVITIES. 1 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TO IMPROVE & EXPAND ACCESS TO EDUCATION & EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. 162640 0 0 0 0 0 0 162640 0 162640 EAST ASIA TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. 13327 WIRE TRANSFER 0 EAST ASIA TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. 16061 WIRE TRANSFER 0 EAST ASIA TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. 25750 WIRE TRANSFER 0 EAST ASIA TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. 12000 WIRE TRANSFER 0 EAST ASIA TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. 29017 WIRE TRANSFER 0 EAST ASIA TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. 40500 WIRE TRANSFER 0 EAST ASIA TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. 25985 WIRE TRANSFER 0 7 0 0 0 0 0 0 0 PART I, LINE 2: 1) LETTER OF AGREEMENT BY OSB AND GRANTEE SPECIFIES THAT ANY CHANGES IN THE APPROVED PROGRAM PLAN AND BUDGET MUST BE FORMALLY REQUESTED IN WRITING BY THE GRANTEE TO THE OSB/IP. 2) SITE VISITS ARE MADE AT LEAST ONCE AND SOMETIMES TWICE A YEAR BY OSB/IP STAFF. 3) AN INVENTORY TRACKING SYSTEM FOR ALL EQUIPMENT IS MAINTAINED BY THE OSB INTERNATIONAL PROGRAM OFFICE. 4) A NARRATIVE AND FINANCIAL REPORT ARE SUBMITTED BY ALL GRANTEES ON JANUARY 15 AND JULY 15 EACH YEAR. 5) OSB/IP COORDINATOR COMPLETES AN ANNUAL NARRATIVE REPORT IN SEPTEMBER EACH YEAR FOR THE PRIOR FISCAL YEAR. 6) AN AUDIT OF THE PROGRAM IS COMPLETED EACH YEAR AS PART OF THE GENERAL OSB AUDIT PROCESS. X 0 0 X X X 0 0 0 0 0 0 0 0 0 TODD REEVES EXECUTIVE DIRECTOR 288886 0 0 0 0 0 49111 0 12881 0 350878 0 0 0 JACKIE BRENNAN SUPERINTENDENT 212311 0 0 0 0 0 36093 0 0 0 248404 0 0 0 CHRISTINE OSTROWSKI CFO 195196 0 0 0 0 0 33183 0 0 0 228379 0 0 0 LYNNE WILLIAMS COORDINATOR 154406 0 0 0 0 0 26249 0 9583 0 190238 0 0 0 HELENE MARANO HIGH SCHOOL COORDINATOR 149270 0 0 0 0 0 25376 0 8210 0 182856 0 0 0 MARGUERITE BRADLEY EARLY CHILDHOOD 144287 0 0 0 0 0 24529 0 8210 0 177026 0 0 0 JO ANN MCNAMEE COORDINATOR 149560 0 0 0 0 0 25425 0 0 0 174985 0 0 0 PART I, LINE 1A TODD REEVES IS PROVIDED WITH HOUSING ADJACENT TO THE SCHOOL WHICH HE MUST LIVE IN AS A CONDITION OF HIS EMPLOYMENT. A NARBERTH BOROUGH INDUSTRIAL DEVELOPMENT AUTHORITY 233077285 2007-07-05 5000000 CONSTRUCTION OF NEW AQUATIC CENTER 0 0 0 A 5000000 5000000 2009 0 0 1 1 A 0 0 0 0 0 0 0 A 0 0 1 0 0 0 0 0 0 A 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE BUDGET AND AUDIT COMMITTEE. A COPY OF THE FORM IS MADE AVAILABLE TO ALL MEMBERS OF THE BOARD PRIOR TO IT BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ANNUALLY MONITORS COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. OFFICERS, KEY EMPLOYEES AND BOARD MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS ANNUALLY IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICTS OF INTEREST. AN INTERESTED PERSON MUST DISCLOSE ALL FACTS TO THE BOARD FOR CONSIDERATION AND RESOLUTION OF THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF TRUSTEES PERFORMS AN ANNUAL REVIEW OF THE COMPENSATION PROVIDED TO THE DIRECTOR REQUIRED UNDER REGULATORY GUIDELINES. THIS REVIEW INCLUDES A COMPARISON TO OTHERS IN SIMILAR POSITIONS IN LIKE ORGANIZATIONS SUCH AS OTHER CHARTERED SCHOOLS FOR THE DEAF AND BLIND AND APPROVED PRIVATE SCHOOLS IN THE COMMONWEALTH OF PENNSYLVANIA, INDEPENDENT SCHOOLS IN THE DELAWARE VALLEY, AND SCHOOLS FOR THE BLIND THROUGHOUT THE COUNTRY. THE MAIN SOURCE OF INFORMATION IS FORM 990 INFORMATION REPORTS OBTAINABLE THROUGH GUIDESTAR OR OTHER SERVICES. INFORMATION MAY ALSO BE REQUESTED FROM INDEPENDENT AGENCIES AND SURVEYS FROM ORGANIZATIONS SUCH AS THE NATIONAL BUSINESS OFFICERS ASSOCIATION OR FROM AGENCIES WHO SPECIALIZE IN RECRUITMENT AND RETENTION OF INDIVIDUALS FOR LIKE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: INCREASE IN VALUE OF BENEFICIAL INTERESTS IN TRUSTS HELD BY THIRD PARTIES 540,586.