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 520575305 THE CHIMES INC 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 38162617 0 X WWW.CHIMES.ORG X 1947 MD TO SUPPORT PEOPLE WITH DISABILITIES TO ENGAGE MORE FULLY IN LIFE'S OPPORTUNITIES. 17 13 1060 13 0 0 122832 1487821 45716935 36380929 -2720 0 245447 293867 46082494 38162617 0 0 0 0 30160117 24725563 0 0 0 16130481 12004586 46290598 36730149 -208104 1432468 123740404 17905656 117582258 10315042 6158146 7590614 X TO SUPPORT PEOPLE WITH DISABILITIES TO ENGAGE MORE FULLY IN LIFE'S OPPORTUNITIES. 0 0 18520045 19099781 CHIMES MARYLAND TRACES IT'S ROOTS BACK TO 1947 WHEN THE SCHOOL OF THE CHIMES WAS FOUNDED BY A GROUP OF PARENTS WHO WANTED A PROGRAM TO HELP THEIR CHILDREN WITH INTELLECTUAL DISABILITIES TO REACH THEIR FULLEST POTENTIAL POSSIBLE. CHIMES SCHOOL WAS THE FIRST OF ITS KIND IN THE STATE OF MARYLAND AND STILL EXISTS TO THIS DAY. THE VISION AND SCOPE OF CHIMES' SERVICES HAS GROWN AND NOW INCLUDES A WIDE VARIETY OF COMMUNITY-BASED DAY AND EMPLOYMENT SERVICES AS WELL AS COMMUNITY LIVING OPTIONS FOR PEOPLE WITH A WIDE ARRAY OF DISABILITIES. OVER THE PAST YEAR, CHIMES MARYLAND SERVED MORE THAN 900 PEOPLE THROUGHOUT THE STATE. COMMUNITY LIVING OPTIONS CHIMES MARYLAND OFFERS AN ARRAY OF SUPPORTED LIVING OPTIONS AND STAFFING ALTERNATIVES TO ENABLE INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES TO LIVE IN HOMES AND COMMUNITIES OF THEIR CHOICE. TRADITIONAL RESIDENTIAL OPTIONS INCLUDE AGENCY-OPERATED SINGLE FAMILY HOMES AND APARTMENTS FOR PEOPLE WHO CHOOSE TO LIVE WITH ROOMMATES AND MAY REQUIRE 24 HOUR SUPPORT. MANY OF THE HOMES ARE FULLY WHEELCHAIR ACCESSIBLE WITH SPECIALIZED ADAPTIVE EQUIPMENT. PRIVATE SHARED LIVING HOMES ARE AVAILABLE FOR PEOPLE THAT PREFER A FAMILY SETTING WITH AGENCY OVERSIGHT. AS PART OF CHIMES' SERVICES, SUPPORT IS ALSO AVAILABLE IN PRIVATE HOMES. 11456592 14348000 DAY AND EMPLOYMENT SERVICES CHIMES MARYLAND SUPPORTS AND SERVICES ARE BOTH FACILITY AND COMMUNITY-BASED WITH INDIVIDUALS HAVING THE OPPORTUNITY TO MOVE WITHIN THE PROGRAMS AS THEIR NEEDS AND PREFERENCES CHANGE. THE DAY SUPPORT PROGRAMS FOCUS ON LEISURE, SOCIAL, AND NON-WORK-RELATED ACTIVITIES AS AN ALTERNATIVE OPTION TO EMPLOYMENT SERVICES. ACTIVITIES ARE OUTCOME-ORIENTED AND DESIGNED TO MEET THE PERSON'S INDIVIDUAL NEEDS AND DESIRES, WHILE HELPING TO REINFORCE AND ENHANCE MOBILITY, COMMUNICATION, SELF-CARE, SOCIALIZATION, AND LEISURE SKILLS. CHIMES EMPLOYMENT PROGRAM IS TAILORED TO INDIVIDUALS WHO HAVE A FOCUS ON PAID COMPETITIVE EMPLOYMENT. PROGRAM PARTICIPANTS HAVE ACCESS TO JOB DEVELOPMENT, JOB COACHING, AND JOB PLACEMENT OPPORTUNITIES WHICH ARE GEARED TO THE INDIVIDUAL'S APTITUDES AND INTERESTS. 2068638 2933148 THE CHIMES SCHOOL - THIS NON-PUBLIC FULL DAY SPECIAL EDUCATION SCHOOL PROVIDES SERVICES FOR STUDENTS WITH AUTISM, INTELLECTUAL DISABILITIES, AND MULTIPLE DISABILITIES IN KINDERGARTEN AND ELEMENTARY (GRADES 1-8), AND A NON-GRADED (AGES 5 THROUGH 21) EDUCATION PROGRAM. 32045275 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 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 1 1 1 0 0 0 1 48 0 1 1060 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 13 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MD X X STEPHEN DARE 4103586400 4815 SETON DRIVE BALTIMORE MD 21215 TERENCE G BLACKWELL JR PRESIDENT/CEO 3.00 52.00 X X 0 559058 22286 STEPHEN DARE TREASURER/CFO 3.00 52.00 X X 0 360203 13986 STACY DISTEFANO CHIEF OPERATING OFFICER 3.00 50.00 X X 0 318170 19095 DOUGLAS M SCHMIDT CHAIRPERSON 2.00 10.00 X X 0 0 0 GAIL ROSSMARK SECRETARY 1.00 42.00 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 TRACEY C PALIATH DIRECTOR OF OPERATIONS 40.00 X 121975 0 289 JOHN S ADAMS JR DIR. OF RESIDENTIAL SERVICES 40.00 X 109403 0 264 LAUREN POPE HUMAN RESOURCES DIRECTOR 40.00 X 104509 0 9756 410398 1237431 75784 3 0 1 0 RESORT HEALTH SERVICES 6600 BELAIR ROAD SUITE 1D BALTIMORE MD 21206 TEMPORARY STAFFING 895691 ALLIANCE ARCHITECTURE OF MARYLAND PC 79 WEST STREET SUITE 200 ANNAPOLIS MD 21401 ARCHITECTURE SERVICES 687616 DIMENSIONAL HEALTH CARE ASSOCIATES 10811 RED RUN BOULEVARD SUITE 110 OWINGS MILLS MD 21117 HEALTHCARE SERVICES 630678 GOOD SHEPHERD HEALTH CARE 8319 LIBERTY ROAD WINDSOR MILL MD 21244 HEALTHCARE SERVICES 529702 US MEDICAL STAFFING INC 8860 COLUMBIA 100 PARKWAY COLUMBIA MD 21045 TEMPORARY STAFFING 395311 15 885049 602772 1487821 CONTRACTUAL FEES 624100 30847316 30847316 EDUCATION FUNDING 611600 3093698 3093698 FEES/CONTRACTS FROM GO 624100 2359313 2359313 SELF PAY 900099 71963 71963 8639 8639 36380929 283983 0 283983 283983 283983 OTHER SERVICE FEE 900099 9884 9884 9884 38162617 36380929 0 293867 84619 80671 3948 19287025 18324279 962746 383063 373627 9436 2722181 2661515 60666 2248675 2110367 138308 25205 24875 330 806599 601906 204693 194 194 345695 297947 47748 1141613 1129329 12284 507734 446445 61289 6217 19023 -12806 945067 861151 83916 432841 24714 408127 CENTRAL AGENCY ADMIN EX 2399798 2399798 CONTRACT PROGRAM SERVIC 1827321 1815559 11762 TEMPORARY STAFF 1445138 1445138 INTERCOMPANY EXPENSE 1256402 963994 292408 864762 864735 27 36730149 32045275 4684874 0 9731 8708 1366755 705092 176871 195314 41482463 26638792 14849625 14843671 107337422 2152871 123740404 17905656 4360050 4531580 65606 400795 310736 112821413 5407120 117582258 10315042 X 6158146 7590614 6158146 7590614 123740404 17905656 1432468 0 X X 0 1 X 1 0 X 522064 95733 70862 122832 1487821 2299312 50261455 50396341 50107866 45716935 36380929 232863526 50783519 50492074 50178728 45839767 37868750 235162838 0 0 0 235162838 130800 249000 244800 243600 283983 1152183 130800 249000 244800 243600 283983 1152183 1847 9884 11731 50914319 50741074 50423528 46085214 38162617 236326752 0.99510 0.99600 0.00490 0.00400 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,847. 2020 AMOUNT: $ 9,884. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 56425 0 0 56425 0 PART II-B, LINE 1: LINE 1(A), VOLUNTEERS & LINE 1(B) PAID STAFF OR MANAGEMENT: STAFF AND BOARD MEMBERS ARE PERIODICALLY ASKED TO REACH OUT TO FEDERAL, STATE, AND LOCAL ELECTED OFFICIALS AND LEGISLATORS IN REGARD TO ISSUES OF CONCERN FOR THE PEOPLE WE SERVE AND THAT MAY EFFECT THE ORGANIZATION. THE COMPANY DOES NOT REQUIRE STAFF TO DO SO, NOR DOES IT DICTATE WHEN A PERSON SHOULD MAKE SUCH AN OUTREACH IF THEY CHOOSE TO. AS SUCH, IT IS POSSIBLE SOME STAFF MAY DO SO DURING THEIR WORKING DAY RATHER THAN ON THEIR OWN TIME. STAFF ARE NOT GIVEN TIME OFF FROM ASSIGNED TASKS TO MAKE SUCH OUTREACH. PART II-B, LINE 1(G), DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY: $56,425 WAS PAID TO RIFKIN, WEINER, LIVINGSTON LLC FOR LOBBYING EXPENSES. 1 601354 601354 0 2885305 2885305 29078774 17669483 11409291 774301 774301 0 3723275 3665333 57942 5020808 4529675 491133 14843671 DEPOSITS 1560 DUE FROM RELATED ORGANIZATIONS 1567014 RESIDENT FUNDS 584297 2152871 DUE TO THIRD PARTY PAYORS 4822823 RESIDENT FUNDS PAYABLE 584297 5407120 X 38162617 0 38162617 0 38162617 36730149 0 36730149 0 36730149 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. X X X X X 0 0 0 0 0 0 0 0 0 TERENCE G BLACKWELL JR PRESIDENT/CEO 0 482826 0 76232 0 0 0 8550 0 13736 0 581344 0 0 STEPHEN DARE TREASURER/CFO 0 354866 0 5337 0 0 0 6544 0 7442 0 374189 0 0 STACY DISTEFANO CHIEF OPERATING OFFICER 0 318170 0 0 0 0 0 5827 0 13268 0 337265 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATIONAL DOCUMENTS WERE UPDATED TO SHOW CHIMES INTERNATIONAL AS THE SOLE BOARD MEMBER. 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 OR CHIMES INC (CHIMES MARYLAND), THEIR RELATED COMPANIES OR THEIR 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). THE ORGANIZATION OBTAINED ITS TAX EXEMPT STATUS PRIOR TO THE EXISTENCE OF FORM 1023. AS SUCH, FORM 1023 IS NOT AVAILABLE. 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 EMPLOYMENT SERVICES LLC 4815 SETON DRIVE BALTIMORE MD 21215 463783697 EMPLOYMENT SERVICES FOR THOSE WITH ECONOMIC & SEVERE DISABILITIES MD 0 51322 THE CHIMES INC 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 1 CHIMES INTERNATIONAL LTD 4815 SETON DRIVE BALTIMORE MD 21215 522000359 SUPPORTING SERVICE ORGANIZATION DE 501(C)(3) LINE 12C, III-FI N/A 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 0 CHIMES PA INC 467 CREAMERY WAY EXTON PA 19341 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 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0