2015-05-12T07:59:16-05:00 2014-06-30 420714325 MCGLADREY LLP 1777 SENTRY PRKWY W DUBLIN STE 300 BLUE BELL PA 19422 990 2013-07-01 232446806 THE MELMARK CHARITABLE FOUNDATION MELM 6103531726 2600 WAYLAND ROAD BERWYN PA 19312 DR JOANNE GILLIS DONOVAN PRESIDENT/ CEO 6103531726 2015-05-06 1 CHRISTOPHER PEKULA CPA P00734965 2674192200 2013 2016-03-07 17:11:31Z DR JOANNE GILLIS DONOVAN 2600 WAYLAND ROAD BERWYN PA 19312 12043588 0 X WWW.MELMARK.ORG X 1986 DE THE FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION WHOSE MISSION IS TO CARRY OUT THE PURPOSES OF MELMARK, INC., AND OTHER EXEMPT AND PUBLICLY SUPPORTED ORGANIZATIONS. 8 7 0 8 0 0 5887341 3494274 0 0 262292 778169 122931 373080 6272564 4645523 353894 444177 0 0 0 0 450000 1667 890240 955626 1005807 1759520 1451651 4513044 3193872 10688372 13530906 482524 5496654 10205848 8034252 X THE FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION WHOSE MISSION IS TO CARRY OUT THE PURPOSES OF MELMARK, INC, AND OTHER EXEMPT AND PUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE DEVOTED TO MEETING THE NEEDS OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND/OR MENTAL HEALTH DISORDERS. 0 0 444177 444177 THE FOUNDATION IS A PUBLICLY SUPPORTED ORGANIZATION WHOSE MISSIONIS TO CARRY OUT THE PURPOSES OF MELMARK, INC. AND OTHER EXEMPT ANDPUBLICLY SUPPORTED ORGANIZATIONS WHICH ARE DEVOTED TO MEETING THENEEDS OF INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND/OR MENTALHEALTH DISORDERS. 444177 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 8 7 0 0 0 0 1 1 0 1 1 0 1 1 0 1 1 1 1 1 0 0 0 AK AZ AR CA CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X JOE ZAKRZEWSKI 6103531726 2600 WAYLAND ROAD BERWYN PA 19312 X RICHARD G PHILLIPS JR BOARD MEMBER 1.00 X 0 0 0 JEFF A MORRISON VICE-CHAIR 1.00 X 0 0 0 DR JOANNE GILLIS-DONOVAN PH D SECRETARY 1.00 50.00 X X 0 734821 256908 ALBURY FLEITAS BOARD MEMBER 1.00 X 0 0 0 LESLEY RUSSELL BOARD MEMBER 1.00 X 0 0 0 DENNIS WILLSON BOARD MEMBER 1.00 X 0 0 0 DENNIS FLYNN CHAIRMAN 1.00 X 0 0 0 STEPHEN KRENTEL BOARD MEMBER 1.00 X 0 0 0 ELLEN DONOHOE VICE PRESIDENT FOR ADV 1.00 50.00 X 0 203361 38394 JOSEPH ZAKRZEWSKI ASSISTANT TREASURER 1.00 50.00 X 0 191168 11856 0 1129350 307158 0 0 1 0 COMMUNITY COUNSELING SERVICE CO LLC 461 FIFTH AVENUE NEW YORK NY 10017 CAMPAIGN CONSULTANT 165627 1 100205 3394069 3494274 152723 152723 7676499 7051053 625446 625446 625446 720092 100205 347012 373080 373080 4645523 0 0 1151249 444177 444177 35979 35979 18545 18545 1667 1667 4884 4884 754580 754580 FUNDRAISING PROGRAMS 133993 133993 MISC EXPENSES 53882 53882 POSTAGE 3944 3944 1451651 444177 117234 890240 3130154 11185545 2342501 2342361 5210692 5025 3000 10688372 13530906 35048 11768 447476 5484886 482524 5496654 X 6547247 7899099 3656601 132153 2000 3000 10205848 8034252 10688372 13530906 X 3193872 -3538460 -1827008 X X 0 1 X 1 0 X 1425492 2770089 5848931 3494274 13538786 1425492 2770089 5848931 3494274 13538786 4011452 9527334 41037 105262 143793 167853 152723 610668 14149454 0.67330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 BENEFICIAL INTEREST PAYABLE TO AFFILIATE 5365468 DUE TO AFFILIATES 119418 5484886 X 4992535 0 4992535 -347012 -347012 4645523 3625671 2174020 2174020 1451651 0 1451651 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER THE PROVISIONS OF SECTION (C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN RECOGNIZED IN THE ACCOMPANYING FINANCIAL STATEMENTS. IT IS NOT LIKELY THAT THE FOUNDATION'S TAX EXEMPT POSITION WOULD BE CHALLENGED AND SUBJECT TO TAX CONSEQUENCES WITHIN THE NEXT YEAR. HOWEVER, THE FOUNDATION'S TAX YEARS FROM 2011 THORUGH 2014 REMAIN SUBJECT TO EXAMINATION BY TAX JURISDICTIONS UNDER BOTH FEDERAL AND STATE STATUES OF LIMITATIONS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENTS -347,012. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST PAYABLE TO AFFILIATE 1,827,008. SPECIAL EVENT EXPENSES 347,012. X X X X X 1 COMMUNITY COUNSELING SERV COLLC 461 FIFTH AVENUE NEW YORK NY 10017 CAMPAIGN CONSULTANT 0 0 165627 -165627 165627 -165627 GOLF 2013 272212 57330 214882 11610 76132 0 61496 GALA 2014 387185 36875 350310 94595 5060 72967 1 160900 6000 154900 4247 3140 0 17765 820297 100205 720092 15857 173867 5060 152228 347012 373080 1 MELMARK INC 2600 WAYLAND ROAD BERWYN PA 19312 236399542 501(C)(3) 444177 FMV GENERAL SUPPORT 1 PART I, LINE 2: THE MELMARK CHARITABLE FOUNDATION BOARD REVIEWS AND APPROVES THE GRANTS OF RESTRICTED FUNDS TO THE INTENDED ORGANIZATION. AFTER THE TRANSFER OF SUCH FUNDS, THE FOUNDATION BOARD REVIEWS UPDATES ON THE STATUS AND USE OF ALL FUNDS GRANTED AT EACH BOARD MEETING. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DR JOANNE GILLIS-DONOVAN PH D SECRETARY 0 705781 0 0 0 29040 0 238718 0 18190 0 991729 0 0 ELLEN DONOHOE VICE PRESIDENT FOR ADV 0 184458 0 0 0 18903 0 20204 0 18190 0 241755 0 0 JOSEPH ZAKRZEWSKI ASSISTANT TREASURER 0 164922 0 0 0 26246 0 0 0 11856 0 203024 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS AS A RESULT OF MELMARK SERVICES BEING THE SOLE MEMBER OF THE FOUNDATION. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO MAY ELECT MEMEBERS OF THE GOVERNING BODY AS A RESULT OF MELMARK SERVICES BEING THE SOLE MEMBER OF THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED BY OUR INDEPENDENT AUDITORS AND REVIEWED BY THE PRESIDENT/CEO (WHO IS ALSO A BOARD MEMBER), THE EVP/COO AND THE VP/CFO TO ENSURE ACCURACY IN REPORTING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS ARE DISCLOSED AND REPORTED ANNUALLY ALONG WITH THE POLICY STATEMENT. WHERE THERE IS A CONFLICT, THE MEMBER WOULD RECUSE THEMSELVES FROM ANY RELATED BOARD ACTION. IN ADDITION, SENIOR MANAGEMENT REGULARLY REVIEWS THE RELATIONSHIP TO ENSURE THAT THERE IS NO INUREMENT, AN IMPERMISSIBLE TRANSACTION OR AN EXCESS BENEFIT TRANSACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES AVAILABLE TO THE PUBLIC THE FORM 990 AND FINANCIAL STATEMENTS UPON REQUEST. PART VII, COMPENSATION OF OFFICERS, DIRECTORS AND EMPLOYEES: COMPENSATION OF EMPLOYEES ARE PAID THROUGH MELMARK, INC., A RELATED PARTY. PART XII, LINE 2C - COMMITTEE RESPONSIBLE FOR OVERSIGHT OF AUDIT: THE ORGANIZATION'S FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS AND THE SELECTION OF THE INDEPENDENT AUDITORS. THIS PROCESS IS NOT CHANGED FROM PRIOR YEARS. FORM 990, PART XI, LINE 8: FOUNDATION RECOGNIZED A PRIOR PERIOD ADJUSTMENT IN 2013 FOR AMOUNTS OWED TO MELMARK, INC. UNDER GAAP, TRANSFERS FROM DONORS TO A FOUNDATION THAT RAISES, HOLDS, OR INVESTS FOR A NAMED BENEFICIARY, SHOULD BE RECORDED AS A LIABILITY TO THE BENEFICIARY. FOR 2013, FOUNDATION DID NOT RECOGNIZE AMOUNTS PAYABLE TO MELMARK, RESULTING IN AN UNDERSTATEMENT OF BENEFICIAL INTEREST PAYABLE TO AFFILIATE OF $3,538,460 IN THE STATEMENT OF FINANCIAL POSITION AND STATEMENT OF ACTIVITIES. FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS: BENEFICIAL INTEREST PAYABLE TO AN AFFILIATE -$1,827,008 MELMARK INC 2600 WAYLAND ROAD BERWYN PA 19312 236399542 DEV CHALLENGE DE 501(C)(3) 9 N/A 0 MELMARK SERVICES 2600 WAYLAND ROAD BERWYN PA 19312 271707194 SOLE MEMBER DE 501(C)(3) N/A 0 0 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 0 0