2022-05-11T09:31:36-05:00 2021-06-30 420714325 RSM US LLP 1001 WATER ST STE 500 TAMPA FL 33602 990 2020-07-01 522000359 CHIMES INTERNATIONAL LIMITED CHIM 4103586400 4815 SETON DRIVE BALTIMORE MD 21215 STEPHEN DARE INTERIM PRESIDENT/CEO 4103586400 2022-05-06 1 STEPHEN DARE 999009999 KRISTEN BARNETT P01234578 8133162300 2022-05-06 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z STEPHEN DARE 4815 SETON DRIVE BALTIMORE MD 21215 12963258 0 X WWW.CHIMES.ORG X 1996 DE TO LEAD, SUPPORT, AND PROMOTE THE EFFORTS OF EACH BUSINESS COMPONENT WITHIN THE CHIMES FAMILY OF SERVICES. 14 14 77 14 0 0 242630 150000 0 0 834 0 12759968 12813258 13003432 12963258 0 0 0 0 7624805 7747019 0 0 0 5378627 5216239 13003432 12963258 0 0 64668063 27793802 68969811 32095550 -4301748 -4301748 X TO LEAD, SUPPORT, AND PROMOTE THE EFFORTS OF EACH BUSINESS COMPONENT WITHIN THE CHIMES FAMILY OF SERVICES. RECOGNIZING THE UNIQUENESS OF EACH CUSTOMER AND MARKET, WE WILL ENSURE INDIVIDUALLY AND COLLECTIVELY THE HIGHEST QUALITY AND COST EFFECTIVE COMMUNITY SUPPORTS AND EMPLOYMENT OPPORTUNITIES TO HELP PEOPLE HAVE BETTER LIVES. 0 0 12641470 CHIMES' MISSION IS TO HELP PEOPLE WITH DISABILITIES ENGAGE MORE FULLY IN LIFE'S OPPORTUNITIES, TO PROVIDE VOCATIONAL TRAINING AND JOB OPPORTUNITIES FOR PEOPLE WITH BARRIERS TO INDEPENDENT EMPLOYMENT, AND TO SUPPORT AND PROMOTE THE OVERALL HEALTH AND WELL-BEING OF PEOPLE BY HELPING THEM UNDERSTAND, MANAGE, AND OVERCOME PROBLEMS.CHIMES INTERNATIONAL PROVIDES MANAGEMENT AND OVERSIGHT OF CHIMES FAMILY OF SERVICES, WHICH PROVIDES A WIDE VARIETY OF OFFERINGS INCLUDING RESIDENTIAL SERVICES, SUPPORT OPTIONS, DAY HABILITATION, VOCATIONAL PROGRAMS, EMPLOYMENT, AND BEHAVIORAL HEALTH FOR MORE THAN 22,000 CHILDREN, ADOLESCENTS AND ADULTS IN SIX STATES, THE DISTRICT OF COLUMBIA, AND A FORMERLY AFFILIATED NOT FOR PROFIT IN ISRAEL.SINCE ITS FOUNDING IN 1947, CHIMES HAS ENDEAVORED TO ASSIST PEOPLE WITH INTELLECTUAL AND BEHAVIORAL CHALLENGES TO ACHIEVE THREE MAIN GOALS: -TO LIVE AS INDEPENDENTLY AS POSSIBLE, GUIDED BY CHOICE. -TO UNDERSTAND, RESPOND TO AND ACHIEVE THE POTENTIAL OF THEIR CAPABILITIES. -TO SERVE AS PRODUCTIVE, CONTRIBUTING MEMBERS OF THEIR COMMUNITYAFTER STARTING IN A BALTIMORE CHURCH AS A SPECIAL EDUCATION DAY SCHOOL SERVING FIVE STUDENTS AND THEIR FAMILIES, CHIMES HAS GROWN OVER THE YEARS AND EXPANDED ITS SERVICES TO MEET THE CHANGING NEEDS OF ITS COMMUNITY AND SERVE MORE THAN 22,000 PEOPLE CURRENTLY. 1 1 0 1 0 0 0 0 0 0 1 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 33 0 1 77 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X STEPHEN DARE 4103586400 4815 SETON DRIVE BALTIMORE MD 21215 DOUGLAS M SCHMIDT CHAIRPERSON 2.00 10.00 X X 0 0 0 GAIL K ROSSMARK SECRETARY 42.00 1.00 X X 74511 0 10108 ERIC DANIELSON DIRECTOR 2.00 9.00 X 0 0 0 KAREN HOLCOMB DIRECTOR 2.00 8.00 X 0 0 0 GEORGE ZUMBANO ESQ DIRECTOR 2.00 8.00 X 0 0 0 KEN BERGER DIRECTOR 2.00 8.00 X 0 0 0 KERRY GOTLIB ESQ DIRECTOR 2.00 8.00 X 0 0 0 LISA HANES DIRECTOR 2.00 8.00 X 0 0 0 RETIKA KUMAR DIRECTOR 1.00 4.00 X 0 0 0 DEBORAH S PHELPS DIRECTOR 1.00 4.00 X 0 0 0 STEPHANIE C LANSEY-DELGADO DIRECTOR 1.00 4.00 X 0 0 0 MARK WOODWARD DIRECTOR 1.00 4.00 X 0 0 0 R DANIEL WALLACE DIRECTOR 1.00 4.00 X 0 0 0 LOUIS GILBERT DIRECTOR 1.00 5.00 X 0 0 0 TERENCE G BLACKWELL JR PRESIDENT/CEO 40.00 15.00 X 559058 0 22286 STEPHEN DARE TREASURER/CFO 40.00 15.00 X 360203 0 13986 STACY DISTEFANO CHIEF OPERATING OFFICER 40.00 13.00 X 318170 0 19095 PAMELA Z MEADOWS SR VP OF HR 40.00 X 260732 0 5427 BRIAN K JOHNSON CHIEF INFORMATION OFFICER 40.00 X 247533 0 12139 SHELLY M SHAFFER DIRECTOR OF FACILITIES 40.00 X 189685 0 12848 KEVIN R ZGORSKI CONTROLLER 40.00 X 190760 0 10833 KATHLEEN M MCPEAKE ESQ CHIEF COMPLIANCE OFFICER 40.00 X 170333 0 19178 DEBRA L JOHNSON DIRECTOR OF BENEFITS 40.00 X 153074 0 14992 2524059 0 140892 21 0 1 0 FUELMAN FLEET PROGRAM 655 ENGINEERING DR 300 NORCROSS GA 30092 CORPORATE FUEL PROGRAM 1081538 THE ULTIMATE SOFTWARE GROUP INC PO BOX 930953 ATLANTA GA 31193 EMPLOYER HRIS SERVICES 702822 KUTAK ROCK LLP 1650 FARNAM STREET OMAHA NE 68102 LEGAL SERVICES 214466 JACKSON LEWIS PC 75 PARK PLAZA 4TH FLOOR BOSTON MA 02116 LEGAL SERVICES 177983 VIVIAN ATTANASIO 6 NATALIE WAY RED BANK NJ 07701 DEVELOPMENTAL BEHAVIOR SERVICES 155138 8 150000 150000 SHARED SERVICE COSTS 541900 12641470 12641470 OTHER INCOME 900099 171788 171788 12813258 12963258 12641470 0 171788 1633036 1633036 5196320 5196320 121075 121075 367181 367181 429407 429407 836536 836536 89524 89524 1020360 1020360 8633 8633 197928 197928 383255 383255 57884 57884 622311 622311 232447 232447 CONTRACT MAINT SERV 1570218 1570218 LICENSES & FEES 116038 116038 INTERCOMPANY EXPENSE 106383 106383 PUBLIC RELATIONS 54849 54849 -80127 -80127 12963258 0 12963258 0 11629236 25596547 76405 529743 591334 503891 10898187 9734566 1325951 1163621 51045137 0 64668063 27793802 7174740 9905296 9797360 9169503 51997711 13020751 68969811 32095550 X -4301748 -4301748 -4301748 -4301748 64668063 27793802 0 0 X X 0 1 X 1 0 X X X 3 CHIMES METRO INC 521773885 10 1 0 0 CHIMES VIRGINIA INC 541691952 10 1 911725 0 HOLCOMB ASSOCIATES 232093566 10 1 0 0 3 911725 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 X 1 1 PART IV, SECTION E, LINE 2A: CHIMES INTERNATIONAL'S SUPPORTED ORGANIZATIONS ARE LISTED IN FORM 990, SCHEDULE A, PART I, LINE 12G. CHIMES INTERNATIONAL PROVIDES ADMINISTRATIVE SUPPORT & MANAGEMENT ON BEHALF OF ITS SUPPORTED ORGANIZATIONS. THESE SERVICES ARE REIMBURSED TO CHIMES INTERNATIONAL IN FORM OF SHARED SERVICE COSTS. OPEN DOOR AND CHESTER COUNTY COUNCIL SHARED SERVICE COSTS ARE REFLECTED THROUGH HOLCOMB ASSOCIATES. SERVICES RENDERED ARE ESSENTIAL FOR EACH SUPPORTED ORGANIZATION TO CARRY OUT ITS EXEMPT MISSION AND ARE RENDERED ON AN AS-NEEDED BASIS. CHIMES INTERNATIONAL DOES NOT UNDERGO ANY ACTIVITIES OTHER THAN THOSE TO PROVIDE MANAGEMENT AND SUPPORT. PART IV, SECTION D, LINE 3: THE SUPPORTED ORGANIZATIONS OF CHIMES INTERNATIONAL HAVE A SIGNIFICANT VOICE IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME AND ASSETS BY MEANS OF RECEIVING ADMINISTRATIVE SUPPORT ON AN AS-NEEDED BASIS. PART IV, SECTION E, LINE 2B: CHIMES INTERNATIONAL PROVIDES ESSENTIAL MANAGEMENT AND SUPPORT SERVICES THAT WOULD HAVE TO BE PROVIDED BY EACH SUPPORTED ORGANIZATION BUT FOR CHIMES INTERNATIONAL'S INVOLVEMENT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 37500 0 0 37500 0 PART II-B, LINE 1: PART II-B, LINE 1(G), DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY: $37,500 WAS PAID TO FISHERBROYLES LLP FOR LOBBYING EXPENSES. 415795 23756 392039 787030 533159 253871 9590714 9085311 505403 104648 92340 12308 1163621 DUE TO RELATED PARTY 12032785 INTEREST RATE SWAP 639566 ACCRUED SEVERANCE 348400 13020751 X 203454422 190491164 190491164 12963258 0 12963258 188492574 175529316 175529316 12963258 0 12963258 PART X, LINE 2: THE ORGANIZATION'S ENTITIES ARE EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE NOT CONSIDERED PRIVATE FOUNDATIONS. NONE OF THE ORGANIZATION'S ACTIVITIES, WITH THE EXCEPTION OF INTERNATIONAL, ARE SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE PROVISIONS OF THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ACCOUNTING STANDARDS CODIFICATION (ASC), ACCOUNTING FOR INCOME TAXES. THIS TOPIC REQUIRES THE ORGANIZATION TO RECOGNIZE OR DISCLOSE ANY TAX POSITIONS THAT WOULD RESULT IN UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION HAS NO POSITIONS THAT WOULD REQUIRE DISCLOSURE OR RECOGNITION UNDER THE TOPIC. NONE OF THE ORGANIZATION'S ACTIVITIES ARE SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME. GENERALLY, THE ORGANIZATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2018. PART XI, LINE 2D - OTHER ADJUSTMENTS: THE CHIMES REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 38,162,617. CHIMES METRO REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 26,673,024. CHIMES DC REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 100,243,755. CHIMES VA REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 5,182,106. HOLCOMB ASSOCIATES REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 30,996,071. CHIMES FOUNDATION REVENUE INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 2,788,542. ELIMINATION ENTRIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -14,094,315. INTEREST RATE SWAP 539,364. PART XII, LINE 2D - OTHER ADJUSTMENTS: THE CHIMES EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 36,730,149. CHIMES METRO EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 24,195,261. CHIMES DC EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 90,987,035. CHIMES VA EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 5,752,647. HOLCOMB ASSOCIATES EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 30,195,562. CHIMES FOUNDATION EXPENSES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS 1,223,613. ELIMINATION ENTRIES INCLUDED IN CONSOLIDATED FINANCIAL STATEMENTS -14,094,315. INTEREST RATE SWAP 539,364. X X X X X 1 0 0 0 0 0 0 1 0 TERENCE G BLACKWELL JR PRESIDENT/CEO 482826 0 76232 0 0 0 8550 0 13736 0 581344 0 0 0 STEPHEN DARE TREASURER/CFO 354866 0 5337 0 0 0 6544 0 7442 0 374189 0 0 0 STACY DISTEFANO CHIEF OPERATING OFFICER 318170 0 0 0 0 0 5827 0 13268 0 337265 0 0 0 PAMELA Z MEADOWS SR VP OF HR 251309 0 9423 0 0 0 4959 0 468 0 266159 0 0 0 BRIAN K JOHNSON CHIEF INFORMATION OFFICER 242508 0 5025 0 0 0 824 0 11315 0 259672 0 0 0 SHELLY M SHAFFER DIRECTOR OF FACILITIES 184685 0 5000 0 0 0 1600 0 11248 0 202533 0 0 0 KEVIN R ZGORSKI CONTROLLER 181735 0 9025 0 0 0 3426 0 7407 0 201593 0 0 0 KATHLEEN M MCPEAKE ESQ CHIEF COMPLIANCE OFFICER 167808 0 2525 0 0 0 3306 0 15872 0 189511 0 0 0 DEBRA L JOHNSON DIRECTOR OF BENEFITS 145505 0 7569 0 0 0 2942 0 12050 0 168066 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDES A BONUS BASED ON YEARS OF SERVICE. PART II: THE COMPANY PROVIDES BASIC LIFE INSURANCE EQUAL TO THE AMOUNT OF THE EMPLOYEES SALARY, UP TO $200,000. THE EMPLOYEES ARE TAXED ON THE COST OF THE INSURANCE IN EXCESS OF $50,000. NONTAXABLE PAYMENTS ARE RECORDED IN COLUMN D. ANY POTENTIAL TAXABLE PAYMENTS ARE REPORTED IN COLUMN B. THE COMPANY'S CONTRIBUTION TOWARDS THE EMPLOYEE'S COMPANY-PROVIDED HEALTH INSURANCE IS REPORTED IN COLUMN D. THE COMPANY'S CONTRIBUTIONS TO AN INDIVIDUAL'S 403(B) RETIREMENT PLAN ACCOUNT ARE REPORTED IN COLUMN C. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS FORM 990 PRIOR TO THE FILING DEADLINE. THE REMAINING BOARD MEMBERS ARE SUBSEQUENTLY PROVIDED A COPY. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS, OFFICERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT ANNUALLY. AT EACH MEETING OF THE BOARD A SCHEDULE OF CONFLICTS OF INTEREST, IF ANY ARE PROVIDED TO MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT COMPENSATION COMMITTEE OF THE CHIMES INTERNATIONAL BOARD OF DIRECTORS FOLLOWS THE PROCESS DESCRIBED IN THE IRS INTERMEDIATE SANCTIONS RULES WHEN DETERMINING THE COMPENSATION OF THE INDIVIDUALS ON PART VI, LINES 15A AND 15B. MEMBERS OF THE INDEPENDENT COMPENSATION COMMITTEE OF THE CHIMES INTERNATIONAL BOARD OF DIRECTORS SIT ON VARIOUS BOARDS OF RELATED CHIMES FAMILY OF SERVICES ENTITIES. THIS COMMITTEE SERVES AS THE INDEPENDENT COMPENSATION COMMITTEE FOR ALL BOARDS OF RELATED ORGANIZATIONS. SPECIFICALLY, THE COMMITTEE: (1) IS COMPOSED ENTIRELY OF NON-EMPLOYEE VOLUNTEER DIRECTORS WHO HAVE NO FAMILIAL, BUSINESS OR SIGNIFICANT PERSONAL RELATIONSHIPS WITH CHIMES INTERNATIONAL, ITS RELATED COMPANIES OR ITS EXECUTIVES. (2) ENGAGES AN INDEPENDENT COMPENSATION CONSULTING FIRM TO COMPILE APPROPRIATE COMPARABILITY DATA (INCLUDING COMPENSATION MARKET INFORMATION FOR PEERS WITH WHOM CHIMES FAMILY OF SERVICES COMPETES FOR EXECUTIVE TALENT) FOR COMMITTEE RELIANCE. THE COMMITTEE WILL MEET WITH REPRESENTATIVES OF THE CONSULTING FIRM OR COUNSEL TO REVIEW THIS DATA IN DETAIL. (3) REVIEWS ALL ELEMENTS OF EXECUTIVES' TOTAL COMPENSATION, INCLUDING BUT NOT LIMITED TO BASE SALARY, BONUSES, PERQUISITES, FRINGE BENEFITS, AND INCENTIVE AND DEFERRED COMPENSATION ARRANGEMENTS. UPON THE EXECUTIVE'S HIRE, AND AT EACH POINT IN TIME THEREAFTER AT WHICH A NEW OR REVISED COMPENSATION ARRANGEMENT IS UNDER CONSIDERATION WITH RESPECT TO THE EXECUTIVE, THE COMMITTEE MEETS WITH COUNSEL AND/OR WITH ITS INDEPENDENT COMPENSATION CONSULTING FIRM BEFORE THE ARRANGEMENT IS IMPLEMENTED TO EVALUATE THE REASONABLENESS OF THE ARRANGEMENT BY COMPARING BOTH THE ARRANGEMENT ITSELF AND THE EXECUTIVE'S ENTIRE COMPENSATION PACKAGE TO COMPENSATION PACKAGES PAID BY SIMILARLY SITUATED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS. (4) DOCUMENTS, CONCURRENTLY WITH ITS DETERMINATION, THE BASIS FOR ITS DETERMINATION IN THE MINUTES OF ITS MEETING. THESE MINUTES ARE REVIEWED, REVISED IF NECESSARY AND APPROVED AT THE FOLLOWING MEETING OF THE COMMITTEE. (5) RETAINS RECORDS CONCERNING THE COMMITTEE'S COMPLIANCE WITH THE IRS INTERMEDIATE SANCTIONS RULES. II. ON A PERIODIC BASIS, THE COMMITTEE USES THE PROCESS DESCRIBED ABOVE TO EVALUATE THE POSITIONS OF COO/EVP OPERATIONS, CFO/EVP FINANCE AND CEO/PRESIDENT. IN ADDITION, PERIODIC COMPENSATION STUDIES ARE OBTAINED FOR PURPOSES OF ESTABLISHING BASELINE COMPENSATION INFORMATION FOR THE COMMITTEE. CURRENTLY, THE COMMITTEE IS USING COMPENSATION STUDIES OBTAINED IN THE FOLLOWING TAX YEARS FOR THEIR RESPECTIVE POSITIONS: POSITION & YEAR COO/EVP OPERATIONS - 2019 CFO/EVP FINANCE - 2019 CEO/PRESIDENT - 2019 COO'S RELATED ORGANIZATIONS - 2019 FORM 990, PART VI, SECTION C, LINE 18 THESE DOCUMENTS ARE MADE AVAILABLE ON THE ORGANIZATION'S WEBSITE AS WELL AS UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE TO ANY MEMBER OF THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). CHIMES DISTRICT OF COLUMBIA INC 4815 SETON DRIVE BALTIMORE MD 21215 541691953 SUPPORTING SERVICE ORGANIZATION DC 501(C)(3) LINE 12B, II THE CHIMES INC 0 CHIMES METRO INC 4815 SETON DRIVE BALTIMORE MD 21215 521773885 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. MD 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 1 CHIMES PA INC 4815 SETON DRIVE BALTIMORE MD 21215 233007932 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. PA 501(C)(3) PF HOLCOMB ASSOCIATES INC 0 CHIMES VIRGINIA INC 4815 SETON DRIVE BALTIMORE MD 21215 541691952 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. VA 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 1 HOLCOMB ASSOCIATES INC 467 CREAMERY WAY EXTON PA 19341 232093566 PROVIDES SERVICES FOR INDIVIDUALS WITH MENTAL HEALTH AND SUBSTANCE PA 501(C)(3) LINE 7 CHIMES INTERNATIONAL LTD 1 THE CHIMES INC 4815 SETON DRIVE BALTIMORE MD 21215 520575305 SERVICES FOR INDIVIDUALS WITH BARRIERS TO INDEPENDENT LIVING. MD 501(C)(3) LINE 10 CHIMES INTERNATIONAL LTD 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 CHIMES METRO INC Q 1596894 CHIMES VIRGINIA INC Q 307832 HOLCOMB ASSOCIATES INC Q 1977585 THE CHIMES INC Q 2399799