2019-05-06T09:16:30-05:00 2018-06-30 990 2017-07-01 300034707 The Helena Devereux Foundation % ROBERT C DUNNE CFO HELE 6105423065 444 Devereux Drive Villanova PA 19085 ROBERT C DUNNE CFO 6105423063 2019-05-06 161.69.123.10 24513220191265000000 2019-05-06 P 3404A20E6EEF757D37200911A2AE2F7072E21F27 3404A20E6EEF757D37200911A2AE2F7072E21F27 2017 2020-01-14 16:20:31Z Carl E Clark II 444 Devereux Drive Villanova PA 19085 33383495 false X N/A X 2001 PA The Helena Devereux Foundation holds and invests assets to benefit Devereux Advanced Behavioral Health which provides services to individuals and families with special needs. 18 17 0 0 0 0 0 0 4173904 9772085 0 0 4173904 9772085 2629285 2578093 0 0 0 0 0 0 0 253454 263378 2882739 2841471 1291165 6930614 151194000 156045000 2855000 1220000 148339000 154825000 THE HELENA DEVEREUX FOUNDATION (HDF) IS A SUPPORTING ORGANIZATION OF THE DEVEREUX FOUNDATION D/B/A DEVEREUX ADVANCED BEHAVIORAL HEALTH (DEVEREUX). HDF IS A PENNSYLVANIA NOT-FOR-PROFIT CORPORATION WHICH HOLDS AND INVESTS CERTAIN ASSETS TO BENEFIT DEVEREUX AND ITS PROGRAMS. DEVEREUX CHANGES LIVES BY UNLOCKING AND NURTURING HUMAN POTENTIAL FOR PEOPLE WITH EMOTIONAL, BEHAVIORAL, OR COGNITIVE DIFFERENCES. AT DEVEREUX, WE INTEGRATE THE LATEST SCIENTIFIC AND MEDICAL ADVANCEMENTS WITH TIME-TESTED PHILOSOPHIES AND COMPASSIONATE FAMILY ENGAGEMENT TO PROVIDE PRACTICAL, EFFECTIVE, AND EFFICIENT CARE, MAKING A MEANINGFUL DIFFERENCE IN THE LIVES OF THOSE WE SERVE, AND THE WORLD AROUND THEM. WE HELP CHANGE LIVES FOR PEOPLE WITH AUTISM, INTELLECTUAL AND DEVELOPMENTAL DISABILITIES, SPECIALTY MENTAL HEALTH NEEDS, AND CHILD WELFARE CONCERNS, WHILE SUPPORTING THE GOOD SOCIAL AND EMOTIONAL HEALTH OF ALL PEOPLE.A SPENDING RULE APPROVAL IS APPLIED UNDER WHICH IS EQUIVALENT TO APPROXIMATELY 4.5% OF THE 3-YEAR false false 2710325 9772085 Helena Devereux Foundation (HDF ) holds and invests funds transferred to it from Devereux and uses the earnings from these investments to further Devereux's mission of providing high-quality services to children, adults and families with special needs, through a comprehensive system of care. 2710325 true false false false false false false false false true false false false false true true false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 0 0 0 false false false false false false false false false false X 18 17 true false false false true true false true true false false true true true true true true false false false PA X X ROBERT C DUNNE CFO 6105423063 2012 RENAISSANCE BLVD King of Prussia PA 19406 Elva Ferrari-Graham Chair, Trustee 5.0 2.0 X X 0 0 0 Christopher D Butler Vice Chair, Trustee 2.0 5.0 X X 0 0 0 Samuel G Coppersmith Vice Chair, Trustee 2.0 5.0 X X 0 0 0 Ramin Arani Trustee 2.0 2.0 X 0 0 0 Clarence D Armbrister Trustee 2.0 2.0 X 0 0 0 Tami Benton MD Trustee 2.0 2.0 X 0 0 0 Edwin Boynton Trustee 2.0 2.0 X 0 0 0 Robert D Ellis Trustee 2.0 2.0 X 0 0 0 Francis Genuardi Trustee 2.0 5.0 X 0 0 0 Robert Gottlieb Trustee (through 11/2017) 2.0 2.0 X 0 0 0 John Gustafsson Trustee 2.0 2.0 X 0 0 0 Howard Hassman DO Trustee 2.0 2.0 X 0 0 0 Lisa McCann Trustee 2.0 2.0 X 0 0 0 Shaye Schloss Trustee 2.0 2.0 X 0 0 0 James H Schwab Trustee 2.0 2.0 X 0 0 0 Lauren Solotar Trustee (through 11/2017) 2.0 2.0 X 0 0 0 Jane Taylor Trustee 2.0 2.0 X 0 0 0 I Steven Udvarhelyi MD Trustee (through 11/2017) 2.0 2.0 X 0 0 0 K Lisa Yang Trustee 2.0 2.0 X 0 0 0 Robert Q Kreider CEO, Trustee (thru 1/2018) 5.0 58.0 X X 0 745002 182347 Carl E Clark CEO, Trustee (effec. 1/2018) 5.0 58.0 X X 0 464942 53428 Robert C Dunne Sr VP and CFO 5.0 55.0 X 0 377478 46637 Stephen Nolan Sr VP Genl Cnsl (thru 11/2017) 5.0 55.0 X 0 247909 8001 Renee Martin Sr VP Genl Cnsl (thru 6/2018) 5.0 55.0 X 0 15453 0 Lawrence W Williams VP Compliance (thru 11/2017) 2.0 55.0 X 0 206192 19181 Fran Wagner VP Compliance (effec. 11/2017) 2.0 55.0 X 0 139792 18100 0 2196768 327694 0 false true false None 0 0 0 7495969 7495969 0 0 0 0 0 25887526 23611410 2276116 2276116 2276116 0 0 0 0 0 0 0 0 0 0 9772085 9772085 2578093 2578093 0 0 0 0 0 0 0 0 0 131146 131146 0 0 0 0 132232 132232 0 0 0 0 0 0 0 0 0 0 0 0 0 INVESTMENT EXPENSES 0 2841471 2710325 131146 0 0 0 0 0 0 0 0 0 0 0 0 0 3478000 4791000 0 0 0 0 0 0 147716000 151254000 0 0 0 0 0 0 0 0 151194000 156045000 0 39000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2855000 1181000 2855000 1220000 X 141493000 147937000 0 0 6846000 6888000 148339000 154825000 151194000 156045000 X 6930614 1233377 -1677991 X false true X true true true X X X 1 THE DEVEREUX FOUNDATION 231390618 10 true 2578093 0 1 2578093 true false false false false false false false false false false false false false false false true false 130151000 1085551 10649825 9556230 131146 132199000 109046000 13924555 13153531 5848177 124909 130151000 114397000 978094 -2245101 3959044 124949 109046000 113107000 5126741 -1041479 2670589 124673 114397000 92722000 6934697 14904265 1334285 119677 113107000 0.84000 0.05000 0.11000 false false 0 SPENDING RULE PAYABLE TO DEVER 1181000 1181000 X Schedule D Part V Endowment funds are held for: - scholarships - support continuing care liability - in accordance with donor wishes - to support Devereux operations. Schedule D Part X Line 2 The IRS determined that HDF qualifies for exemption from federal income taxes under the Internal Revenue Code. Accordingly, no provision for federal or state income taxes is included in the accompanying consolidated financial statements. HD Foundation has reviewed the technical merits of each of its tax positions in accordance with U.S. GAAP for uncertainty in income taxes, and have determined there are no uncertain tax positions that would have a material impact on the accompanying consolidated financial statements. true The Devereux Foundation 2012 Renaissance Boulevard King of Prussia PA 19406 231390618 501(c)(3) 2578093 Book Spending rule settlement 1 false true false false false false false false false Robert Q Kreider CEO, Trustee (thru 1/2018) 0 500000 0 224500 0 20502 0 173813 0 8534 0 927349 0 Carl E Clark CEO, Trustee (effec. 1/2018) 0 357214 0 94000 0 13728 0 44833 0 8595 0 518370 0 Robert C Dunne Sr VP and CFO 0 284812 0 75100 0 17566 0 38200 0 8437 0 424115 0 Stephen Nolan Sr VP Genl Cnsl (thru 11/2017) 0 177581 0 52000 0 18328 0 0 0 8001 0 255910 0 Lawrence W Williams VP Compliance (thru 11/2017) 0 166331 0 39019 0 842 0 11643 0 7538 0 225373 0 Fran Wagner VP Compliance (effec. 11/2017) 0 132749 0 5500 0 1543 0 9926 0 8174 0 157892 0 Schedule J Part II All compensation is paid by Devereux; no compensation is paid by HDF. This schedule repeats compensation information already reported in Schedule J of Devereux's Form 990 for FY 2018. Lawrence W Williams, VP of Compliance, retired in November 2017 and was replaced by Fran Wagner. Form 990 Part IV The Helena Devereux Foundation's (HDF) assets consist 100% of investments. Form 990 Part IV Line 12 HDF is part of the Consolidated Group of The Devereux Foundation d/b/a Devereux Advanced Behavioral Health (Devereux) and is not audited independently. Form 990 Part VI Section A6 & 7a The sole member of HDF is Devereux. As the sole member, Devereux has the power to elect all trustees of the board of HDF. Form 990 Part VI Section A10 Form 990 is provided in hard copy or electronically to all Board of Trustee members approximately two months before the filing deadline. Board members are requested to provide comments or questions to the CFO by a specific date, approximately three weeks from receiving the document. The comments are reviewed by the CFO, who directs the responses to all Board questions, and where appropriate, incorporates changes into the Form 990. The Board is advised of the changes and given an opportunity for final review. Additionally, the CFO reviews any important issues regarding the Form 990 at a designated Board meeting, with followup as necessary after the meeting, and solicits additional Board comments and questions. After this review process, the CFO signs the Form 990 and it is submitted to the IRS. Form 990 Part VI Section B12c HDF has adopted the conflict of interest and governance policies of Devereux, its controlling entity. Representatives of HDF and of Devereux dealing with clients, parents, guardians, vendors, competitors or anyone who does or seeks to do business with Devereux are required to act in Devereux's best interests, disregarding any personal preference or advantage. Representatives shall make prompt and full disclosure to his/her manager and to the Internal Audit Department (and, in the case of trustees and senior managers, to the Board's Audit & Compliance Committee) via the Devereux Conflict of Interest form of any prospective or actual situation that involves, may involve, or might appear to involve a conflict of interest. Annually, a copy of Devereux's business ethics policy is mailed, e-mailed or delivered via the Devereux board website to trustees, officers, directors and key personnel (including Devereux employees) along with the annual Conflict of Interest Disclosure Statement, which must be signed and returned to the Vice President for Audit & Compliance within 30 days. The annual disclosure requires an acknowledgement of understanding of Devereux's business ethics policy, as well as disclosure of any conflict, or appearance of a conflict, between personal interests and the interests of Devereux. Failure to comply or falsification of disclosure may result in disciplinary action, including possible dismissal. All Annual Conflict of Interest Disclosure Statements identifying a conflict or potential conflict are reviewed by the Vice President of Audit & Compliance and any other officers or senior management determined to be appropriate, and submitted to the Audit & Compliance Committee of the Board of Trustees for review. Form 990 Part VI Section B15 HDF does not directly compensate its Trustees or Officers. Compensation is paid by Devereux, HDF's controlling entity. However, there is a charge for management oversight by Officers and other staff from Devereux to HDF. That charge, which includes an estimate for the fair market value for use of facilities, was $131,146 for the year ended June 30, 2018. Form 990 Part VI Section C Line 19 HDF's Form 990 is available to the public through posting on Guidestar (www.Guidestar.org). It is also available upon request and summarized financial information is included in our Annual Report, which is distributed to constituents and posted in consolidated form on the Devereux website. HDF is audited as part of Devereux's Consolidated Group and does not have separately audited financial statements. Form 990 Part VII A HDF is a supporting organization of Devereux and manages and invests funds to support Devereux's activities. Members of the Board of Trustees of Devereux are also members of the Board of HDF. HDF does not maintain separate facilities and operates at one of Devereux's two Corporate sites, at 444 Devereux Drive, Villanova, PA 19085. HDF also loaned a total of $4,500,000 to Devereux in 2011 and 2012 to finance the expansion of Devereux's New York campus and $1,500,000 in 2018 to finance the renovation of a facility on Devereux's PA CIDDS Campus. As of 6/30/2018, $1,209,256 of the total $6,000,000 loaned has been repaid to HDF. Devereux paid HDF $186,146 in interest during FY 18 related to this loan. Finally, HDF also paid Devereux $131,146 during the year for administrative and management oversight. The Devereux Foundation 2012 Renaissance Blvd King of Prussia PA 19406 231390618 Mental Health PA 501(c)(3) 10 NA false Devereux Cleo Wallace 8405 Church Ranch Blvd Westminster CO 80021 840406820 Mental Health CO 501(c)(3) 7 Dev Found false Devereux Cleo Wallace Foundation 8405 Church Ranch Blvd Westminster CO 80021 742277635 SUPPORT ORG CO 501(c)(3) 11-I Cleo Wallace false Devereux Kids Inc 5850 T G Lee Blvd Ste 400 Orlando FL 32822 593593023 Inactive FL 501(c)(3) 7 Dev Found false Devereux Professional Group PA c o Devereux TX 1150 Devereux Dr League City TX 77573 740406760 Inactive TX 501(c)(3) 11-I Dev Found false Devereux Properties Inc PO Box 638 Villanova PA 19085 231682903 Inactive PA Devereux Found C Corp false true true false false false false false false false false true false false false false false false THE DEVEREUX FOUNDATION b 5572695 Book value THE DEVEREUX FOUNDATION m 131146 Book value THE DEVEREUX FOUNDATION c 1085551 Book value THE DEVEREUX FOUNDATION d 1500000 Book value Schedule R The Helena Devereux Foundation (HDF) is a recognized 509(a)(3) supporting organization of Devereux, formed to manage and invest endowment funds to support Devereux's activities. The Board of Trustees of Devereux is also the Board of HDF. The following officers of Devereux are officers of HDF in the capacities given: Carl E. Clark, President & CEO; Robert C. Dunne, Sr. Vice President & CFO; Renee Martin, Esq., Sr. Vice President, General Counsel; & Fran Wagner, Vice President for Audit and Compliance HDF does not maintain separate facilities and operates at one of Devereux's two Corporate sites, at 444 Devereux Drive, Villanova, PA 19085. HDF does not reimburse Devereux for the use of facilities or shared staff. Devereux has adopted a Spending Rule policy under which is equivalent to approximately 4.5% of the endowment held by HDF is spent to support operations. Under this policy, HDF transferred $5,572,695 to Devereux during the year.