2019-05-15T08:19:12-05:00 2018-06-30 232835861 ROBIN KRAMER & GREEN LLP 550 PINETOWN ROAD SUITE 410 FORT WASHINGTON PA 190342609 990 2017-07-01 222483916 LIBERTY RESOURCES INC LIBE 2156342000 112 N 8TH STREET SUITE 600 PHILADELPHIA PA 19107 THOMAS EARLE CEO 2156342000 2019-05-13 1 STEVEN M GREEN P00100526 2156418300 173.15.151.209 2019-05-13 15:01:34 ED P E2EA8F53057567CE3D906600FD98AE4F1C5238E7 535A569A580B87A5C904ABD3E03F65A754D76FA0 2017 2019-02-21 02:37:17Z THOMAS EARLE 112 N 8TH STREET SUITE 600 PHILADELPHIA PA 19107 37130207 0 X WWW.LIBERTYRESOURCES.ORG X 1980 PA THE ORGANIZATION ADVOCATES AND PROMOTES INDEPENDENT LIVING FOR PERSONS WITH DISABILITIES. 15 14 1527 8 1255644 -9991 49728 53329 28589590 31784314 42460 78727 5497449 4767692 34179227 36684062 0 0 0 0 28349849 31015282 0 0 102588 3742963 3902732 32092812 34918014 2086415 1766048 11994550 13155127 2707801 2188574 9286749 10966553 X LRI IS A CONSUMER-DRIVEN ORGANIZATION THAT ADVOCATES AND PROMOTES INDEPENDENT LIVING FOR PERSONS WITH DISABILITIES. LRI IS THE CENTER FOR INDEPENDENT LIVING (CIL) IN THE PHILADELPHIA AREA WHICH ADVOCATES FOR AND WORKS WITH PERSONS WITH DISABILITIES TO ENSURE THEIR CIVIL RIGHTS AND EQUAL ACCESS TO ALL ASPECTS OF LIFE IN THE COMMUNITY. 0 0 157440 210208 INDEPENDENT LIVING SERVICES 21606931 30112310 IN-HOME HEALTHCARE AND SUPPORT SERVICES TO PERSONS WITH DISABILITIES AND THE ELDERLY 979909 1255644 HOME MODIFICATIONS AND DURABLE MEDICAL EQUIPMENT SALES 1367343 206152 OTHER 1367343 206152 24111623 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 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 0 0 0 0 1 52 0 1527 1 1 1 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X THE ORGANIZATION 2156342000 112 N 8TH STREET SUITE 600 PHILADELPHIA PA 19107 THOMAS EARLE CHIEF EXECUTIVE OFFICER 40.00 X X 193979 0 22871 DEBORAH RUSSELL CHAIR 1.00 X X 0 0 0 CASSIE JAMES HOLDSWORTH VICE CHAIR 1.00 X X 0 0 0 AIKO DORR-DORYNEK SECRETARY 1.00 X X 0 0 0 STEPHEN KIBBE TREASURER 1.00 X X 0 0 0 GUY ANTHONY BROOKS DIRECTOR 1.00 X 0 0 0 BRANDON EZEKIAL DIRECTOR 1.00 X 0 0 0 STEPHEN GOLD DIRECTOR 1.00 X 0 0 0 SARITA KIMBLE DIRECTOR 1.00 X 0 0 0 KEINO JOHNSON DIRECTOR 1.00 X 0 0 0 EVAN MOORES DIRECTOR 1.00 X 0 0 0 MICHELLE O'BRIEN DIRECTOR 1.00 X 0 0 0 AMI PROFETA DIRECTOR 1.00 X 0 0 0 JIMMI SHRODE DIRECTOR 1.00 X 0 0 0 THERESA YATES DIRECTOR 1.00 X 0 0 0 GLENN SEAGRAVES CHIEF FINANCIAL OFFICER 40.00 X 169883 0 29305 DANIEL HART CHIEF OPERATING OFFICER 40.00 X 106970 0 23814 470832 0 75990 3 0 1 0 THE GRAHAM COMPANY ONE PENN SQUARE WEST 25TH FLOOR PHILADELPHIA PA 19102 INSURANCE BROKER AND CONSULTING SERVICES 621178 PEOPLE SYSTEMS PO BOX 4816 SYRACUSE NY 13221 UNEMPLOYMENT SERVICES 471000 ULTIMATE SOFTWARE GROUP INC 2000 ULTIMATE WAY WESTON FL 33326 PAYROLL SERVICES 204262 ROBIN KRAMER & GREEN LLP 550 PINETOWN ROAD SUITE 410 FORT WASHINGTON PA 19034 ACCOUNTING SERVICES 128500 MCCLAIN BROTHERS PLUMBING 275 HAYES STREET BRISTOL PA 19007 HOME MODIFICATIONS CONTRACTOR 112201 6 53329 53329 IN-HOME HEALTHCARE & SUPPORT SERV 624200 30112310 30112310 HOME MODIFICATIONS & DURABLE MEDI 624200 1255644 1255644 INDEPENDENT LIVING SERVICES 624200 210208 210208 HOUSING 624200 113370 113370 SPECIALIZED SERVICES 624200 92782 92782 31784314 78562 78562 323588 441663 -118075 -118075 -118075 4647 4482 165 165 165 REIMBURSED EMPLOYEE COSTS 624200 3966133 3966133 MISCELLANEOUS INCOME 624200 479025 479025 MANAGEMENT FEES 624200 420000 420000 20609 20609 4885767 36684062 35414437 1255644 -39348 416038 416038 25528835 19655231 5826031 47573 79296 12381 66258 657 2445632 1264914 1170048 10670 2545481 2029887 511799 3795 95589 95589 150000 150000 66000 66000 558101 110330 447611 160 2417 2417 256915 35448 216512 4955 18579 1796 16670 113 850112 131436 711705 6971 109295 44364 64847 84 46887 11662 35093 132 30382 30382 84777 15252 69525 310320 21501 288819 COST OF GOODS SOLD 586664 586664 BAD DEBTS 371799 371799 CONSUMER GRANTS 85903 85903 DUES & SUBSCRIPTIONS 77243 355 73089 3799 201749 102082 75988 23679 34918014 24111623 10703803 102588 2740723 2593313 1397667 427978 3381764 3485613 1400214 1157103 14631 17170 161175 167797 3086041 1393447 1792407 1692594 0 2031623 7604 5815 1098365 1576121 11994550 13155127 1937555 1585253 754371 587446 15875 15875 2707801 2188574 X 9286749 10966553 9286749 10966553 11994550 13155127 X 1766048 -86244 X X 0 1 X 1 1 1 X 14892852 23713344 27320025 28639318 31837643 126403182 14892852 23713344 27320025 28639318 31837643 126403182 126403182 1544763 141347 187847 368323 402150 2644430 129047612 0.97950 0.97330 X 0 1 0 0 0 0 1 77178 1 100604 0 177782 0 PART II-B, LINE 1: ORGANIZATION ADVOCATES FOR THE CONTINUITY OF SERVICES AND APPROPRIATE FUNDING FOR CONSUMERS WITH DISABILITIES AND THE ELDERLY. IT COORDINATES WITH OTHER SIMILAR ORGANIZATIONS ACROSS THE COMMONWEALTH OF PENNSYLVANIA. ORGANIZATION SENDS MAIL AND EMAIL TO CONSUMERS REQUESTING THAT THEY CONTACT THEIR LEGISLATORS REGARDING AN ISSUE OF IMPORTANCE. 119674 119674 1125265 312395 812870 487612 20430 467182 1025635 732767 292868 327855 327855 0 1692594 INVESTMENT IN CAPTIVE INSURANCE PLAN 849960 ADVANCES TO NONRELATED PARTIES AND OTHER 471432 SECURITY DEPOSITS 254729 1576121 SECURITY DEPOSITS 15875 15875 37125725 0 37125725 -441663 -441663 36684062 35445921 527907 527907 34918014 0 34918014 PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON FORM 990, PART VIII, STATEMENT OF REVENUE -441,663. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON FORM 990, PART VIII, STATEMENT OF REVENUE 441,663. UNREALIZED LOSS FROM INVESTMENT IN MARKETABLE SECURITIES 48,426. UNREALIZED LOSS FROM INVESTMENT IN CAPTIVE INSURANCE PLAN 37,818. X X X X X 0 0 0 0 0 0 0 0 0 THOMAS EARLE CHIEF EXECUTIVE OFFICER 193979 0 0 0 0 0 1878 0 20993 0 216850 0 0 0 GLENN SEAGRAVES CHIEF FINANCIAL OFFICER 169883 0 0 0 0 0 5491 0 23814 0 199188 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE & AUDIT COMMITTEE AND BOARD OF DIRECTORS RECEIVE A DRAFT OF FORM 990 FOR REVIEW AND APPROVAL BEFORE SUBMISSION TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES MUST COMPLETE AND SIGN A CONFLICT OF INTEREST STATEMENT WHEN HIRED. THE FINANCE AND AUDIT COMMITTEES AND BOARD OF DIRECTORS MUST ALSO SIGN A STATEMENT. THE PERSONNEL MANUAL CONTAINS THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HIRED AN OUTSIDE FIRM TO CONDUCT A COMPENSATION REVIEW IN ORDER TO COMPARE MARKET SALARIES FOR THE CURRENT CEO AND OTHER OFFICERS' COMPENSATION. THE CONTRACTED FIRM UTILIZED VARIOUS SOURCES, INCLUDING DATA FROM THE BUREAU OF LABOR STATISTICS, FORM 990 OF OTHER ORGANIZATIONS, AND TARGETED COMPARABLE NATIONAL, REGIONAL, AND LOCAL ORGANIZATIONS. THE REPORT WITH RECOMMENDATIONS IS PRESENTED TO AND ADOPTED BY THE BOARD OF DIRECTORS. THE APPROVAL WAS DOCUMENTED IN THE MINUTES TO THE BOARD OF DIRECTORS MEETING. THE ORGANIZATION WILL PERIODICALLY OBTAIN UPDATED MARKET INFORMATION TO ENSURE THAT ALL COMPENSATION IS REASONABLE. ALL EXECUTIVE COMPENSATION IS BASED ON THE REPORT GUIDELINES PURSUANT TO A COMPREHENSIVE PERFORMANCE EVALUATION PROCESS. THE CEO IS REVIEWED BY THE BOARD OF DIRECTORS IN ACCORDANCE WITH THE RESPECTIVE EMPLOYMENT CONTRACT AND THE ORGANIZATION'S CORPORATE BYLAWS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: UNREALIZED LOSS FROM INVESTMENT IN MARKETABLE SECURITIES -48,426. UNREALIZED LOSS FROM INVESTMENT IN CAPTIVE INSURANCE PLAN -37,818. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. LIBERTY WHEELS LLC 112 N 8TH STREET SUITE 600 PHILADELPHIA PA 19107 263594849 HOME MODIFICATIONS AND DURABLE MEDICAL EQUIPMENT SALES PA 1255644 980500 LIBERTY RESOURCES INC LIBERTY CC LLC 112 N 8TH STREET SUITE 600 PHILADELPHIA PA 19107 HOME AND COMMUNITY BASED SERVICES PA 0 0 LIBERTY RESOURCES INC LIBERTY RESOURCES HOME CHOICES LLC 112 N 8TH STREET SUITE 600 PHILADELPHIA PA 19107 461067367 IN-HOME HEALTHCARE AND SUPPORT SERVICES PA 30129268 4447272 LIBERTY RESOURCES INC LIBERTY RESOURCES HEALTH AND WELLNESS LLC 112 N 8TH STREET SUITE 600 PHILADELPHIA PA 19107 812830062 IN-HOME SKILLED NURSING AND OTHER HEALTHCARE SERVICES PA 0 50000 LIBERTY RESOURCES INC