2016-04-11T15:45:15-05:00 2015-06-30 232835861 ROBIN KRAMER & GREEN LLP 425 COMMERCE DRIVE SUITE 150 FORT WASHINGTON PA 190342727 990 2014-07-01 222483916 LIBERTY RESOURCES INC LIBE 2156342000 714 MARKET STREET SUITE 100 PHILADELPHIA PA 19106 THOMAS EARLE CEO 2156342000 2016-03-18 1 STEVEN M GREEN P00100526 2156418300 2014 2016-08-17 19:52:53Z THOMAS EARLE 714 MARKET STREET SUITE 100 PHILADELPHIA PA 19106 28531240 0 X WWW.LIBERTYRESOURCES.ORG X 1980 PA THE ORGANIZATION ADVOCATES AND PROMOTES INDEPENDENT LIVING FOR PERSONS WITH DISABILITIES. 16 15 179 42 201083 -115067 59671 28079 14833181 23685265 -3762853 28674 3443254 4356998 14573253 28099016 0 0 0 0 16786970 22218177 0 0 6542 2638552 3369452 19425522 25587629 -4852269 2511387 6862672 7028751 5082542 2683220 1780130 4345531 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 197790 347833 INDEPENDENT LIVING SERVICES 15230793 23093595 IN-HOME HEALTHCARE AND SUPPORT SERVICES TO PERSONS WITH DISABILITIES AND THE ELDERLY 470249 580134 DURABLE MEDICAL EQUIPMENT 793993 3819618 OTHER 793993 3819618 16692825 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 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 69 0 179 1 1 1 0 0 0 0 0 0 0 0 0 X 16 15 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 714 MARKET STREET SUITE 100 PHILADELPHIA PA 19106 THOMAS EARLE CHIEF EXECUTIVE OFFICER 40.00 X X 189112 0 12096 MARY ELLEN CAFFREY CO-CHAIR 1.00 X X 0 0 0 ED BOMBA CO-CHAIR 1.00 X X 0 0 0 IVA PETERSON SECRETARY 1.00 X X 0 0 0 WAYNE WEITZ TREASURER 1.00 X X 0 0 0 BARBARA ALLEN DIRECTOR 1.00 X 0 0 0 MICHAEL BENCROWSKY DIRECTOR 1.00 X 0 0 0 JIMMY CURRAN DIRECTOR 1.00 X 0 0 0 BILL EVES DIRECTOR 1.00 X 0 0 0 JAMES GOODWIN DIRECTOR 1.00 X 0 0 0 ERIC MCNEIL DIRECTOR 1.00 X 0 0 0 JERRY MORELLI DIRECTOR 1.00 X 0 0 0 BRENDA PEDRO DIRECTOR 1.00 X 0 0 0 ESTELLE RICHMAN DIRECTOR 1.00 X 0 0 0 MARSHA THROWER DIRECTOR 1.00 X 0 0 0 ERIK VON SCHMETTERLING DIRECTOR 1.00 X 0 0 0 FADY SAHHAR CHIEF ADMINISTRATIVE OFFIC 40.00 X 162231 0 23387 351343 0 35483 2 0 1 0 THE GRAHAM COMPANY ONE PENN SQUARE WEST 25TH FLOOR PHILADELPHIA PA 19102 INSURANCE BROKER AND CONSULTING SERVICES 896724 SEMANOFF ORMSBY GREENBERG & TORCHIA LLC 2617 HUNTINGDON PIKE HUNTINGDON VALLEY PA 19006 LEGAL SERVICES 272956 ULTIMATE SOFTWARE GROUP INC 2000 ULTIMATE WAY WESTON FL 33326 PAYROLL SERVICES 173786 ROBIN KRAMER & GREEN LLP 425 COMMERCE DRIVE SUITE 150 FORT WASHINGTON PA 19034 ACCOUNTING SERVICES 123825 ALLAN INDUSTRIES INC 2005 MARKET ST PHILADELPHIA PA 19103 JANITORIAL SERVICES 121594 5 10781 17298 28079 IN-HOME HEALTHCARE & SUPPORT SERV 624200 23093595 23093595 INDEPENDENT LIVING SERVICES 624200 347833 347833 HOUSING 624200 138270 138270 SPECIALIZED SERVICES 624200 105567 105567 23685265 28674 28674 112673 432224 -319551 -319551 -319551 REIMBURSED EMPLOYEE COSTS 624200 3624538 3624538 DURABLE MEDICAL EQUIPMENT 624200 508134 508134 MANAGEMENT FEES 624200 383600 383600 160277 147777 12500 4676549 28099016 27841180 201083 28674 386826 386826 17894076 13064700 4829376 47989 27147 20842 2017378 1324944 692434 1871908 1543487 328421 206364 206364 194350 194350 74566 74566 570845 165419 405426 297238 33884 263354 333 333 396125 39213 356912 32283 12009 20262 12 29935 688 29247 26189 26189 43989 11371 32618 274608 7065 267543 BAD DEBTS 495697 495697 COST OF GOODS SOLD 351245 351245 TB TESTING 76466 76466 CONSUMER GRANTS 55444 55444 243775 56209 181036 6530 25587629 16692825 8888262 6542 504 147681 2238076 2660578 2421537 1854871 68324 74263 2523205 1370295 1181209 1152910 29163 953022 1109285 6862672 7028751 3201412 2041017 264283 642203 1616847 0 5082542 2683220 X 1780130 4345531 1780130 4345531 6862672 7028751 X 2511387 54014 X X 0 1 X 1 1 1 X 73433849 84839956 42550356 14892852 23713344 239430357 73433849 84839956 42550356 14892852 23713344 239430357 239430357 2108127 1646888 1512058 1544763 141347 6953183 246383540 0.97180 0.96980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 3577 1 106761 0 110338 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 233517 891748 29429 723 28706 920982 828374 92608 327855 307681 20174 1152910 INVESTMENT IN CAPTIVE INSURANCE PLAN 1006882 ADVANCES TO NONRELATED PARTIES AND OTHER 38634 SECURITY DEPOSITS 63769 1109285 28585254 54014 54014 28531240 -432224 -432224 28099016 26019853 432224 432224 25587629 0 25587629 PART XI, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN FROM INVESTMENT IN CAPTIVE INSURANCE PLAN 54,014. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON FORM 990, PART VIII, STATEMENT OF REVENUE -432,224. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES INCLUDED ON FORM 990, PART VIII, STATEMENT OF REVENUE 432,224. X X X X X 0 0 0 0 0 0 0 0 0 THOMAS EARLE CHIEF EXECUTIVE OFFICER 189112 0 0 0 0 0 0 0 12096 0 201208 0 0 0 FADY SAHHAR CHIEF ADMINISTRATIVE OFFIC 162231 0 0 0 0 0 0 0 23387 0 185618 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FINANCE 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 GAIN FROM INVESTMENT IN CAPTIVE INSURANCE PLAN 54,014. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. LIBERTY WHEELS LLC 714 MARKET STREET SUITE 100 PHILADELPHIA PA 19106 263594849 MEDICAL EQUIPMENT SALES PA 508134 192018 LIBERTY RESOURCES INC LIBERTY CC LLC 714 MARKET STREET SUITE 100 PHILADELPHIA PA 19106 HOME AND COMMUNITY BASED SERVICES PA 0 0 LIBERTY RESOURCES INC LIBERTY RESOURCES HOME CHOICES LLC 714 MARKET STREET SUITE 100 PHILADELPHIA PA 19106 461067367 IN-HOME HEALTHCARE AND SUPPORT SERVICES PA 23093595 2670289 LIBERTY RESOURCES INC