2013-02-28T08:40:49-06:00 2012-06-30 232896692 BBD LLP 1835 MARKET STREET 26TH FLOOR PHILADELPHIA PA 19103 990 2011-07-01 251439925 KENCREST SERVICES KENC 6108259360 502 W GERMANTOWN PIKE NO 200 PLYMOUTH MEETING PA 19462 COLLEEN KELLY 6108259360 2013-02-27 1 MARIANNE MAK P00297744 2155677770 2013-02-28 2011 2016-02-25 16:41:14Z TONIA C MCNEAL 502 W GERMANTOWN PIKE NO 200 PLYMOUTH MEETING PA 19462 71986786 0 X WWW.KENCREST.ORG X 1983 PA SEE PAGE 2 PART III STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS LINE I FOR DETAILS. 10 10 1912 400 0 0 72520249 66797375 4531860 4952983 8756 -10849 223830 231128 77284695 71970637 0 0 0 0 54870763 52647747 0 0 35591 20500471 19294032 75371234 71941779 1913461 28858 27014190 25721514 18557062 17235528 8457128 8485986 X THE ORGANIZATION WAS CREATED TO ADMINISTER GOVERNMENTALLY FUNDED PROGRAMS FOR INDIVIDUALS WHO HAVE OR ARE AT RISK OF HAVING MENTAL RETARDATION OR DEVELOPMENTAL DISABILITIES. 0 0 47133803 65453 3380267 KENCREST'S COMMUNITY LIVING PROGRAM PROVIDES COMMUNITY RESIDENTIAL SERVICES, LIFESHARING, CLINICAL SERVICES, INDIVIDUAL AND FAMILY SUPPORTS FOR SCHOOL AGE INDIVIDUALS WHO HAVE OR ARE AT RISK OF HAVING MENTAL RETARDATION OR A DEVELOPMENTAL DISABILITY. IN FISCAL YEAR 2012 THE ORGANIZATION SERVED 637 PEOPLE. OUR DEDICATED STAFF SUPPORTS THE PEOPLE WE SERVE IN THEIR OWN HOMES, IN THEIR OWN COMMUNITIES, AS WELL AS MORE STRUCTURED RESIDENTIAL ENVIRONMENTS, WHERE INDIVIDUALS CAN GAIN A SENSE OF INDEPENDENCE AND PRIDE. 18364987 353586 1287560 KENCREST'S EDUCATION AND TRAINING PROGRAM SERVES INFANTS, TODDLERS AND PRESCHOOLERS WHO HAVE DEVELOPMENTAL, NEUROLOGICAL, ORTHOPEDIC, BEHAVIORAL AND LEARNING DIFFICULTIES. OUR MULTIDISCIPLINARY STAFF PROVIDES COMPREHENSIVE SERVICES AND SUPPORT. SPECIALIZED SERVICES ARE AVAILABLE IN: SPECIAL EDUCATION, SOCIAL WORK, PSYCHOLOGY, SPEECH THERAPY, OCCUPATIONAL THERAPY, PHYSICAL THERAPY, AND NUTRITION. ALL EARLY INTERVENTION EDUCATIONAL, DIAGNOSTIC AND THERAPEUTIC SERVICES ARE PROVIDED UNDER AN INDIVIDUALIZED PLAN, WHICH IS REVIEWED AS NEEDED. PARENTS PARTICIPATE FULLY IN THE DEVELOPMENT AND IMPLEMENTATION OF THE PLANS. KENCREST'S SERVICES ARE FUNDED BY PUBLIC FUNDS AND PRIVATE GRANTS AND ARE WITHOUT COST TO THE FAMILY. KENCREST PROVIDES SERVICES IN HOMES, CENTERS, AND OTHER COMMUNITY SITES. IN FISCAL YEAR 2012, THE ORGANIZATION SERVED 5,469 CHILDREN IN THEIR HOMES AND COMMUNITIES. KENCREST'S DEDICATED STAFF SUPPORTS THE HEALTHY GROWTH AND DEVELOPMENT OF EACH CHILD IN THE CONTEXT OF THE CHILD'S FAMILY, CULTURE AND COMMUNITY. PARTNERSHIPS WITH PARENTS ARE ESSENTIAL COMPONENTS OF EACH OF OUR PROGRAMS.IN ADDITION, KENCREST PROVIDES EMPLOYMENT AND TRAINING SERVICES FOR INDIVIDUALS THAT HAVE OR ARE AT RISK OF HAVING MENTAL RETARDATION OR A DEVELOPMENTAL DISABILITY. IN FISCAL YEAR 2012 THE ORGANIZATION SERVED 367 INDIVIDUALS. 65498790 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 281 0 1912 1 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X COLLEEN KELLY CONTROLLER 6108259360 502 W GERMANTOWN PIKE STE 200 PLYMOUTH MEETING PA 19462 MARK GIBBONS 1.00 X X 0 0 0 MELISSA DISIPIO 1.00 X X 0 0 0 SALLY DENNIS LINDER 1.00 X X 0 0 0 JOSEPH A CULLEN 1.00 X 0 0 0 MAMTA MAINI 0.50 X 0 0 0 REV DR FESTO MUTASHOBYA 0.50 X 0 0 0 CYNTHIA L MCCURDY 0.50 X 0 0 0 BRUCE SCHWARTZ 0.50 X 0 0 0 JIM VAN HORN 0.50 X 0 0 0 TOMIKO WOLF 0.50 X 0 0 0 JAMES M MCFALLS 37.50 X 262381 0 22756 WILLIAM J NOLAN 22.50 X 149528 0 12027 DALE W BECK 37.50 X 161967 0 11739 PAMELA SCHUESSLER 37.50 X 161654 0 17440 LOYCE S ROTZELL 40.00 X 148484 0 5576 JOAN MARIE HANLEY 37.50 X 125437 0 14695 DEBBIE LORD 37.50 X 125411 0 14695 LYNN LU 62.00 X 139155 0 11707 MINDY MEEHAN 54.00 X 114235 0 11300 1388252 0 121935 13 0 1 0 BTC FOODS INC 5201 OLD YORK ROAD PHILADELPHIA PA 19141 FOOD SERVICES & SUPPLIES 370410 DELTA-T GROUP PO BOX 884 BRYN MAWR PA 190100884 THERAPIST CONSULTANTS 186903 TSC LLC 2417 ORCHARD CREST BLVD MANASQUAN NJ 08736 CONSULTING 151530 NATIONALITIES SERVICE CENTER 1216 ARCH STREET PHILADELPHIA PA 19107 INTERPRETERS 107675 4 81501 66286556 429318 66797375 PRIVATE FEES 624100 3280965 3280965 OTHER CONTRACT INCOME 624410 1410019 1410019 HUD INCOME 623990 251695 251695 WORKSHOP/TRAINING 624100 10304 10304 4952983 5300 16149 -10849 -10849 -10849 OTHER 623990 122362 122362 WORKER'S COMPENSATION 524298 108766 108766 231128 71970637 4952983 0 220279 667885 333253 334632 41318880 38936682 2382198 1186184 1089445 96739 6394494 6136310 258184 3080304 2892207 188097 108193 76364 31829 67968 37487 30481 6624583 4709053 1889456 26074 853829 729553 114759 9517 4523745 3991575 532170 2597925 2575697 22228 291027 242446 48581 338889 171496 167393 1034438 850632 183806 603715 563961 39754 PROGRAM SUPPLIES 2008913 1953823 55090 MISCELLANEOUS 232118 208806 23312 RESERVE FOR ESP 8689 8689 71941779 65498790 6407398 35591 1051344 1164573 16446438 15371978 297909 315620 155911 245412 19950832 11354614 9034383 8596218 28205 27713 27014190 25721514 10256743 8464863 388453 502514 5311866 5068151 2600000 3200000 18557062 17235528 X 8457128 8485986 8457128 8485986 27014190 25721514 28858 0 X 0 1 1 X 1 1 X 60729403 61915714 68613811 72513199 66797375 330569502 60729403 61915714 68613811 72513199 66797375 330569502 330569502 16103 46353 939 63395 140520 221184 131817 133530 231128 858179 331491076 22222498 0.99720 0.99730 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 1538348 1538348 6446680 3196679 3250001 8324959 5044316 3280643 3074695 2620545 454150 566150 493074 73076 8596218 LINE OF CREDIT 3200000 3200000 71970637 71941779 28858 28858 71970637 0 71970637 0 71970637 71941779 0 71941779 0 71941779 PART IV, LINE 2B: HELD OF THE ACCOUNTS OF OTHERS THE ORGANIZATION IS THE REPRESENTATIVE PAYEE FOR BENEFITS GRANTED TO CERTAIN PARTICIPANTS IN THE RESIDENTIAL CARE PROGRAM UNDER THE SUPPLEMENTARY SECURITY INCOME PROGRAM ("SSI") ADMINISTERED BY THE SOCIAL SECURITY ADMINISTRATION. THE ORGANIZATION HAS BEEN AUTHORIZED BY SSI AND CERTAIN PARTICIPATING LOCAL GOVERNMENTS TO CHARGE VARIOUS INDIVIDUALS FOR PROVIDING CARE AND MAINTENANCE WHILE IN THE PROGRAM. FUNDS REMAINING AFTER AUTHORIZED CHARGES BY THE ORGANIZATION ARE THE CUSTODIAL RESPONSIBILITY OF THE ORGANIZATION. THE FUNDS ARE TO BE USED TO PROVIDE FOR PERSONAL ITEMS THAT THE BENEFICIARY NEEDS WHILE AT THE ORGANIZATION'S FACILITY AND TO PROVIDE FOR A PERSONAL SAVINGS ACCOUNT FOR EACH INDIVIDUAL. REVENUE FOR THESE PROGRAMS IS RECORDED BASED UPON OCCUPANCY BY PARTICIPANTS WITH THE PROGRAM. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: UNCERTAIN TAX POSITIONS UNDER FIN 48 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIUMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE AGENCY BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED BY GAAP. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JAMES M MCFALLS 219096 0 31673 0 11612 0 17199 0 5557 0 285137 0 0 0 WILLIAM J NOLAN 149528 0 0 0 0 0 12027 0 0 0 161555 0 0 0 DALE W BECK 149679 0 6013 0 6275 0 11529 0 210 0 173706 0 0 0 PAMELA SCHUESSLER 149679 0 5253 0 6722 0 11529 0 5911 0 179094 0 0 0 LOYCE S ROTZELL 130367 0 9613 0 8504 0 0 0 5576 0 154060 0 0 0 LYNN LU 138175 0 0 0 980 0 6182 0 5525 0 150862 0 0 0 PART I, LINE 1A PARTICIPANTS OF SPLIT DOLLAR LOANS RECEIVE A GROSS UP BONUS TO COVER THE INTEREST PAYMENT AND ANNUAL TAX LIABILITY. TONIA C MCNEAL SPLIT DOLLAR LOAN X 121920 121920 0 1 1 JAMES M MCFALLS SPLIT DOLLAR LOAN X 139140 139140 0 1 1 REBECCA K HUDSON SPLIT DOLLAR LOAN X 107400 107400 0 1 1 DALE W BECK SPLIT DOLLAR LOAN X 121920 121920 0 1 1 WILLIAM J NOLAN SPLIT DOLLAR LOAN X 123125 123125 0 1 1 DONALD M GREGOIRE SPLIT DOLLAR LOAN X 201600 201600 0 1 1 VARIOUS ALLOWANCE FOR SPLIT DOLLAR LOANS X -499485 -499485 0 1 1 315620 FORM 990, PART VI, SECTION B, LINE 11 GOVERNING BODY REVIEW OF FORM 990 THE FINANCE COMMITTEE REVIEWS THE 990 AND THEN RECOMMEND THE 990 BE REVEIWED AND APPROVED BY THE BOARD OF DIRECTORS WHO AUTHORIZE IT TO BE FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EMPLOYEES MUST INITIAL AND UPDATE AN ANNUAL FORM DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST THAT IS INCLUDED IN THEIR PERSONNEL MANUAL. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR AND THE CHIEF STRATEGY OFFICER USING METHODS DESCRIBED IN SCHEDULE J. ALL OFFICER AND KEY EMPLOYEE COMPENSATION IS DETERMINED BY THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THEY ARE ALSO AVAILIABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE.