2017-05-11T13:44:51-05:00 2016-06-30 231144520 TAIT WELLER & BAKER LLP 1818 MARKET STREET SUITE 2400 PHILADELPHIA PA 19103 990 2015-07-01 231445631 OVERBROOK SCHOOL FOR THE BLIND OVER 2158770313 6333 MALVERN AVENUE PHILADELPHIA PA 19151 JOSEPH VAN BERNUM BUSINESS MANAGER 2158770313 2017-05-11 1 STACY CULLEN P00974308 2159798800 2017-05-11 2015 2021-01-29 14:40:06Z JOSEPH VAN BERNUM 6333 MALVERN AVENUE PHILADELPHIA PA 19151 39340461 0 X WWW.OBS.ORG X 1832 PA EDUCATION FOR PERSONS WITH VISUAL IMPAIRMENTS AND OTHER CHALLENGES. 18 18 298 18 0 0 647774 459325 17356655 18099982 10545276 5692789 918946 1024961 29468651 25277057 298236 295053 0 0 17411592 18298879 0 0 395350 5707088 5998296 23416916 24592228 6051735 684829 171278206 169126068 6206332 6316139 165071874 162809929 X TO DEVELOP AND DELIVER EDUCATION THAT ENHANCES THE OPTIONS AVAILABLE FOR PERSONS WITH VISUAL IMPAIRMENTS AND OTHER CHALLENGES SO THAT THEY HAVE THE GREATEST OPPORTUNITY TO EXPERIENCE ACTIVE AND FULFILLING LIVES. 0 0 19559492 17651630 THE SCHOOL SERVES BLIND AND VISUALLY IMPAIRED STUDENTS, MANY OF WHOM HAVE ADDITIONAL DISABILITIES, ON A DAY AND RESIDENTIAL BASIS. PROGRAMS INCLUDE AN EXPANDED CORE CURRICULUM ARE ORGANIZED INTO ELEMENTARY, MIDDLE, AND HIGH SCHOOL GROUPINGS. THE ELEMENTARY PROGRAM OFFERS SMALL CLASS SIZES OF FIVE TO SEVEN STUDENTS PER TEACHER AND TWO PARAEDUCATORS. PROGRAMMING OCCURS IN A LEARNING MEDIA APPROPRIATE TO EACH STUDENT, BE IT BRAILLE, LARGE PRINT, OR SPEECH OUTPUT. THE CURRICULUM FOLLOWS MONTHLY THEMES WITH HANDS-ON EXPERIENCES. ACADEMIC ACHIEVEMENT, FUNCTIONAL AND DEVELOPMENTAL SKILLS, ASSISTIVE TECHNOLOGY, LEISURE/RECREATION SKILLS AS WELL AS ORIENTATION AND MOBILITY ARE ALL EMPHASIZED. THE MIDDLE SCHOOL IS ORGANIZED INTO FOUR AREAS OF INSTRUCTIONAL FOCUS. ACADEMIC STUDENTS FOLLOW A SIMILAR CURRICULUM TO OTHERS IN THEIR AGE GROUP. FUNCTIONAL ACADEMIC STUDENTS WORK ON READING FOR INFORMATION, MONEY MANAGEMENT, AND WRITING TO SHARE INFORMATION. LIFE SKILLS STUDENTS WORK ON THINGS LIKE POURING DRINKS, BRUSHING THEIR TEETH, AND COMMUNICATION SKILLS. EXPERIENTIAL FOCUS STUDENTS WORK ON ENVIRONMENTAL CONTROLS SUCH AS WORKING WITH HOUSEHOLD DEVICES, SENSORY STIMULATION ACTIVITIES AND COMMUNICATION SKILLS. ALL MIDDLE SCHOOL STUDENTS HAVE ART, MUSIC, GYM, ORIENTATION AND MOBILITY. MIXED ENSEMBLE, CHOIR, AND SPORTS ARE ALSO OFFERED. THE HIGH SCHOOL PROGRAM GROUPS STUDENTS ACCORDING TO INDIVIDUAL NEEDS. STUDENTS WITH AN ACADEMIC FOCUS ARE PROVIDED A TRADITIONAL HIGH SCHOOL EXPERIENCE TO PREPARE THEM FOR ENTERING COLLEGE, TECHNICAL SCHOOL, OR COMPETITIVE EMPLOYMENT. FUNCTIONAL ACADEMIC STUDENTS FOCUS ON LEARNING SKILLS TO MAKE THEM AS INDEPENDENT AS POSSIBLE. THESE STUDENTS USE A CURRICULUM THAT FOCUSES ON REAL LIFE SITUATIONS. BOTH THE LIFE SKILLS STUDENTS AND EXPERIENTIAL FOCUS STUDENTS WORK ON INCREASING COMMUNICATION SKILLS AND THEIR PERSONAL INDEPENDENCE. THE HIGH SCHOOL OFFERS WRESTLING, CHEERLEADING, GOAL BALL, SWIMMING AND TRACK AND COMPETE NATIONALLY AGAINST OTHER SCHOOLS FOR THE BLIND. CHOIR, BELL CHOIR, MIXED ENSEMBLE, STUDENT COUNCIL, CLUBS, DANCES, AND WORK EXPERIENCE ROUND OUT THE PROGRAM. 2510809 295053 1473313 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. 22070301 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 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 298 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 PA X JOSEPH VAN BERNUM 2158770313 64TH AND MALVERN AVENUE PHILADELPHIA PA 19151 J FREEDLEY HUNSICKER JR VICE PRESIDENT 1.00 X X 0 0 0 JOSEPH T DOYLEJR CFA TREASURER 1.00 X X 0 0 0 WARWICK S WHEELER PRESIDENT 1.00 X X 0 0 0 MARJORIE STEIN SECRETARY 1.00 X X 0 0 0 JOHN P DOUGHERTY PARENT REPRESENTATIVE 1.00 X 0 0 0 ROBERT L D'ANJOLELL VICE PRESIDENT 1.00 X X 0 0 0 PEGGY GARRETT TRUSTEE 1.00 X 0 0 0 ELIZABETH PASSANANTE RODRIGUEZ VICE PRESIDENT 1.00 X X 0 0 0 F HOWARD BRAITHWAITE TRUSTEE 1.00 X 0 0 0 JOHN W GOLDSCHMIDT JR TRUSTEE 1.00 X 0 0 0 JACQUELINE KEENAN TRUSTEE 1.00 X 0 0 0 ROBERT B GALLANT VICE PRESIDENT 1.00 X X 0 0 0 EMMELINE VANDERZWAAG TRUSTEE 1.00 X 0 0 0 VINCE MCVEIGH TRUSTEE 1.00 X 0 0 0 BRYANT GREENE TRUSTEE 1.00 X 0 0 0 ROBERT PRATTER TRUSTEE 1.00 X 0 0 0 DAVID B ROSS EDD TRUSTEE 1.00 X 0 0 0 SID ROSENBLATT TRUSTEE 1.00 X 0 0 0 JOSEPH VAN BERNUM BUSINESS MANAGER 50.00 X 172234 38722 20341 GERALD KITZHOFFER EXECUTIVE DIRECTOR 50.00 X 219982 0 39909 JACKIE BRENNAN EDUCATION DIRECTOR 50.00 X 133392 33348 15819 525608 72070 76069 3 0 1 0 RUSSELL ROOFING 1200 PENNSYLVANIA AVE ORELAND PA 19075 ROOFING 1140730 MORNING PLATERING & STUCCO 7 E GARDEN ROAD BROOMALL PA 19008 ROOFING 421865 GENERAL HEALTHCARE RESOURCES 2250 HICKORY ROAD SUITE 240 PLYMOUTH MEETING PA 19462 EMPLOYMENT SERVICES 224439 COMPLETE SCAFFOLD 320 CENTRAL AVE GLENSIDE PA 19038 ROOFING 179322 US MEDICAL STAFFING INC 1420 WALNUT STREET SUITE 318 PHILADELPHIA PA 19103 AIDE SERVICES 169036 10 459325 459325 FEES & CONTRACTS 611600 17880700 17880700 FOOD SERVICE 611600 149482 149482 MEDICAID/MEDICARE PAYMENTS 611600 69800 69800 18099982 2938949 2938949 16817244 14063404 2753840 2753840 2753840 STUDENT AIDES 611600 771324 771324 RELATED ENTITY REIMBURSEMENT 611600 242419 242419 MISCELLANEOUS 611600 11218 11218 1024961 25277057 19124943 0 5692789 200000 200000 95053 95053 525608 105122 420486 12191191 11673622 368312 149257 1669657 1564043 105614 2962861 2679500 230602 52759 949562 889498 60064 77945 77945 40100 40100 152009 152009 1338918 1206715 92905 39298 933263 506509 312233 114521 1233777 1054434 179343 91143 90227 793 123 248693 248693 1600992 1544112 56880 211210 184134 27076 PRINTING & PUBLICATIONS 39392 39392 STAFF TRAINING 23484 21361 2123 REPAIRS & MAINTENANCE 7370 7278 92 24592228 22070301 2126577 395350 966144 2701661 8496572 7321199 496072 919341 464206 333292 54139946 34033264 19191176 20106682 137288643 133827404 4375393 3916489 171278206 169126068 1265390 1847560 4898602 4426376 42340 42203 6206332 6316139 X 135063713 132907077 13943967 14479320 16064194 15423532 165071874 162809929 171278206 169126068 X 684829 -2487870 -458904 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 18392 18392 0 PART II-B, LINE 1: STATE LEGISLATORS AND OTHER GOVERNMENT OFFICIALS RECEIVE INFORMATION ABOUT HOW THE SCHOOL PROVIDES EDUCATIONAL OPPORTUNITIES FOR EXCEPTIONAL CHILDREN, AND ABOUT THE COSTS OF FUNDING FOR THESE PROGRAMS. IN ADDITION TO MEETING WITH SIMILAR SCHOOLS AND OUR CONSULTANT, CONTACTS ARE MADE THROUGH SMALL MAILINGS, TELEPHONE CALLS AND OCCASIONAL VISITS. THE TIME AND EXPENSE FOR THESE ACTIVITIES ARE MINIMAL AND ARE CONSIDERED INSIGNIFICANT TO THE OPERATION OF THE EXEMPT PURPOSE OF THE SCHOOL. 141519313 459325 1979840 810854 143147624 137283591 647774 4421045 833097 141519313 123099209 724066 18247044 4786728 137283591 110477120 320274 13016290 714475 123099209 109049815 259060 1788196 619951 110477120 0.79110 0.10770 0.10120 0 0 127005 127005 40069558 22549438 17520120 11872679 10144391 1728288 2070704 1339435 731269 20106682 DUE TO STUDENTS 42203 42203 X 22178274 -2487870 -458904 -2946774 25125048 152009 152009 25277057 24440219 0 24440219 152009 152009 24592228 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, 2013, 2014, AND 2015, AS WELL AS THE RETURN TO BE FILED FOR THE YEAR ENDED JUNE 30, 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: LOSS ON INTEREST IN PERPETUAL TRUSTS -458,904. 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, AND 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. 63535 0 0 0 0 0 0 63535 0 63535 EAST ASIA TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. 18216 WIRE TRANSFER EAST ASIA TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. 20480 WIRE TRANSFER EAST ASIA TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. 6782 WIRE TRANSFER EAST ASIA TO IMPROVE & EXPAND ACCESS TO EDUCATION AND EMPLOYMENT FOR VISUALLY IMPAIRED CHILDREN & ADULTS. 16042 WIRE TRANSFER 4 0 0 0 0 0 0 0 PART I, LINE 2: 1) LETTER OF AGREEMENT BY OVERBROOK 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 15TH AND JULY 15TH EACH YEAR. 5) OSB/IP COORDINATOR COMPLETES AN ANNUAL NARRATIVE REPORT IN SEPTEMBER EACH YEAR FOR THE PRIOR FY. 6) AN AUDIT OF THE PROGRAM IS COMPLETED EACH YEAR AS PART OF THE GENERAL OSB AUDIT PROCESS. 0 OVERBROOK FRIEDLANDER PROGRAMS 6333 MALVERN AVENUE PHILADELPHIA PA 19151 232469202 501 (C) (3) 200000 TO HELP SUPPORT THE MISSION OF THE ORGANIZATION BY ELIMINATING PRIOR AND CURRENT FUNDING DEFICITS. 1 X 1 0 X X X 0 0 0 0 0 0 0 0 0 JOSEPH VAN BERNUM BUSINESS MANAGER 172234 38722 0 0 0 0 450 0 19891 0 192575 38722 0 0 GERALD KITZHOFFER EXECUTIVE DIRECTOR 219982 0 0 0 0 0 450 0 39459 0 259891 0 0 0 JACKIE BRENNAN EDUCATION DIRECTOR 133392 33348 0 0 0 0 0 0 15819 0 149211 33348 0 0 PART I, LINE 1A GERALD KITZHOFFER 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 11 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. 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 -458,904. OVERBROOK FRIEDLANDER PROGRAMS 6333 MALVERN AVENUE PHILADELPHIA PA 19151 232469202 TO OPERATE RESIDENTIAL FACILITIES FOR MULTI-HANDICAPPED ADULTS PA 501(C)(3) 9 OVERBROOK SCHOOL FOR THE BLIND 1 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0