2011-05-12T13:36:49-05:00 2010-06-30 GORFINE SCHILLER & GARDYN PA 10045 RED RUN BLVD SUITE 250 OWINGS MILLS MD 21117 990 2009-07-01 521796571 THE CHIMES FOUNDATION INC CHIM 4103586400 4815 SETON DRIVE BALTIMORE MD 21215 MARTIN LAMPNER 4103586400 2011-05-11 1 Scott D Rodgville CPA 4103565900 2009 2016-02-24 21:20:13Z MARTIN LAMPNER 4815 SETON DRIVE BALTIMORE MD 21215 1927072 0 X CHIMES.ORG X 1991 DE Chimes Foundation will provide ongoing financial support for programs and services which enhance the quality of life for people with disabilities. In addition, the efforts of the Chimes Foundation will enhance the image of Chimes Family of Services by strategically positioning these organizations among their various publics for the purpose of securing on-going support. 22 19 0 0 0 0 992306 789091 0 236160 238826 -543094 5917 685372 1033834 2378323 115473 0 84960 100828 0 4055 51088 146480 2514371 362781 -1828999 671053 7517642 8133915 897198 960700 6620444 7173215 Chimes Foundation will provide ongoing financial support for programs and services which enhance the quality of life for people with disabilities. In addition, the efforts of the Chimes Foundation will enhance the image of Chimes Family of Services by strategically positioning these organizations among their various publics for the purpose of securing on-going support. 0 0 115473 115473 733823 Chimes Foundation raises money in support of the Chimes Family of Services. In addition it wil lmake grans to organizations who share a common philosophy of service to people with disabilities. It has adopted an investment strategy to use a portion of its assets to assist start-up businesses owned by disabled or minority members who commit to be inclusive in their hiring practices. 115473 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 17 0 0 0 1 0 0 0 0 0 0 0 22 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MD NJ X X SHAWNA GOTTLIEB 4103586400 4815 SETON DRIVE Baltimore MD 21215 X TERRY PERL 1.00 X X 0 640916 361660 Judith Martinak 0.50 X X 0 0 0 ARTHUR GEORGE 0.00 X X 0 0 0 MARTIN LAMPNER 3.00 X X 0 357487 269502 ALBERT BUSSONE 3.00 X X 0 632988 39545 ADAM SMOLEN 0.50 X X 0 0 0 Steven P Alms 0.50 X X 0 0 0 Patrick Bagley 0.00 X 0 0 0 Bobby G Edmondson 0.00 X 0 0 0 Michael May 0.00 X 0 0 0 arthur d smith phd 0.50 X X 0 0 0 howard cohen 0.50 X 0 0 0 jane d drumm 0.50 X 0 0 0 barry fleischmann 0.50 X 0 0 0 felix a gyi pharm d 0.50 X 0 0 0 honorable stephen g moxley 0.50 X 0 0 0 stanley sack phd 0.50 X 0 0 0 dianne l salama 0.50 X 0 0 0 douglas m schmidt 0.50 X 0 0 0 honorable rochelle spector 0.50 X 0 0 0 sanford tepitzky esq 0.50 X 0 0 0 linda reynolds wise 0.50 X 0 0 0 0 1631391 670707 0 0 1 0 AVIVA LIFE AND ANNUITY COMPANY PO BOX 14590 DES MOINES IA 50306 LIFE INSURANCE PREMIUM 240000 1 323435 465656 789091 205700 205700 23182 23182 23182 23182 763548 730422 33126 33126 33126 125950 323435 162816 -36866 -36866 MISCELLANEOUS INCOME 900099 19601 19601 19601 1033834 19601 0 225142 115473 115473 80592 80592 20236 20236 8817 8817 68794 68794 7376 7376 Dues and Subscriptions 31841 31841 Licenses & Fees 21068 21068 Miscellaneous 4529 4529 Direct Fundraising expe 4055 4055 362781 115473 243253 4055 1061778 1239828 9611 619928 226982 2560933 2746517 1663800 2309457 1601592 1611131 7517642 8133915 27218 6070 869980 954630 897198 960700 X 5659703 6151481 121561 134154 839180 887580 6620444 7173215 7517642 8133915 X 0 1 1 X 0 X 429774 551506 1076856 723344 858602 3640082 429774 551506 1076856 723344 858602 3640082 0 0 0 3640082 190145 308229 420440 224466 228882 1372162 190145 308229 420440 224466 228882 1372162 330818 179109 362181 199074 306170 1377352 950737 1038844 1859477 1146884 1393654 6389596 0.56970 0.55690 0.21470 0.22190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 839180 48400 887580 984283 -145103 839180 1.00000 0 0 0 Bonds 907511 F Mutual Funds 406614 F Other securities 995332 F 2309457 GROUND RENTS 4367 Life Insurance Investments 1552341 Due From Related Parties 54423 1611131 Due to related parties 954630 954630 1033834 362781 671053 -118282 -118282 552771 1078368 -118282 162816 44534 1033834 0 1033834 525597 162816 162816 362781 0 362781 Part V, Line 4: Description of Intended Use of Endowment Funds: Weinberg Future Fund was created for new and innovative programs for people served and development of staff to meet their needs. Part XII, Line 2D & Part XIII, Line 2D: Fundraising and special events expenses were netted against revenues on the 990. Part X, Line 2: The Organization adopted ASC, Accounting for Income Taxes, on July 1, 2009. This topic requires the Organization to recognize or disclose any tax positions that would result in unrecognized tax benefits. The Organization has no positions that would require disclosure or recognition under the topic. Tax years ending June 30, 2007, 2008 and 2009 are still open. Hall of Fame 449385 323435 125950 56528 15800 90488 449385 323435 125950 56528 15800 90488 162816 -36866 0 Chimes Israel 13 Haarad Street Tel Aviv IS 69710 43560 Support employmentprogram for Flower ProjectSupport employmentprogram for Flower Projectsupport employment program for flower project Chimes Metro Inc 4815 Seton Drive baltimore MD 21215 521773885 501(c)(3) 6500 awards banquet for individuals served CHIMES INC 4815 Seton Drive Baltimore MD 21215 520575305 501(c)(3) 16950 GRANT FOR WINDOWS FOR AN ASSISTED LIVING FACILITY. HOLCOMB ASSOCIATES INC 835 SPRINGDALE ROAD Suite 100 EXton PA 19341 232093566 501(c)(3) 15000 GRANT FOR LIFE SKILLS PROGRAM FOR ADULTS CENTER FOR INNOVATIVE POLICY 1404 K ST NW STE 200 WASHINGTON DC 20005 020747896 501(c)(4) 5000 ASSISTANCE TO A NONPARTISAN ORGANIZATION FOR STATE PUBLIC POLICY. SOUTHSIDE SHELTERED WORKSHOP 3267-B SOUTH CRATER ROAD PETERSBURG VA 23805 540718012 501(c)(3) 5000 ASSISTANCE FOR RESIDENTIAL DEVELOPMENTAL DISABLED HOME IN NEED. X X X X X X 0 1 0 0 0 0 0 0 0 TERRY PERL 0 352907 0 267754 0 20255 0 197407 0 164253 0 1002576 0 0 MARTIN LAMPNER 0 232475 0 112738 0 12274 0 244614 0 24888 0 626989 0 106115 ALBERT BUSSONE 0 302779 0 316423 0 13786 0 14907 0 24638 0 672533 0 0 Supplemental Information Part III Part II Column B Basic life insurance in excess of $50,000 that is provided to an individual by the company is reported in Column B-iii. T. Perl vested in and received distributions of deferred compensation from a 457(f) plan. The vested amounts are reported in Column B-iii. Part II Column C The company made contributions to the 457(f) plan account of M. Lampner, M. Perl and T. Perl, which have not yet vested. These contributions are reported in Column C. M. Lampner accrued benefits under a 457(f) plan. Total benefits that may be payable under the plan are based upon his length of service and compensation. The benefits have not yet vested. The benefits accrued during the reporting year are reported in Column C. Notes regarding 457(f) Plans: The interests under the arrangements described above are/were subject to forfeiture if the participant voluntarily terminates/had voluntarily terminated employment prior to his or her applicable vesting date under each arrangement. In addition, under current law, interests under those arrangements are reportable as taxable compensation when they become vested, even if those amounts are not yet payable to the participant (and even if those amounts are never paid to the participant). No rollover or other tax-deferral options are available to participants. Participants interests under these arrangements are not guaranteed or secured in any way and at all times are subject to the claims of the employers bankruptcy creditors. In the manner required by applicable IRS rules, the design of each of these arrangements was approved as reasonable, in advance, by an independent compensation committee, which based its decision on data provided by an independent compensation consultant. Part II Column D The company provides basic life insurance and long term disability to all full time employees. Both benefits are reported in Column D. The company's contribution towards the employee's company-provided health insurance is reported in Column D. The company's contributions to an individual's 403(b) retirement plan account are reported in Column D. The company provides employees with 15 or more years of service, other than A. Bussone, M. Lampner, M. Perl or T Perl, long term care insurance at no charge to the employee. This benefit is reported in Column D. (Bussone, Lampner, Perl and Perl must pay for their own coverage.) Part II Column F Note that this amount, although included in the amounts described above, has already been reported as compensation on prior years' Form 990s, and therefore (as required by the instructions) is double-reported here. Form 990, Part VI, Section B, line 11 All voting members of the board are notified and provided a link, and password to view the 990's at a secure website on the internet and are encouraged to ask any questions they may have prior to filing deadline Form 990, Part VI, Section B, line 12c All Directors, Officers and key employees are required to complete a conflict of interest statement annually. At each meeting of the board a schedule of conflicts of interest, if any are provided to members. Form 990, Part VI, Section B, line 15 The independent Compensation Committee of the Chimes International Board of Directors follows the process described in the IRS intermediate sanctions rules when determining the compensation of the individuals on Part VI, lines 15a and 15b. Specifically, the Committee: (1) is composed entirely of non-employee volunteer directors who have no familial, business or significant personal relationships with Chimes International, its related companies or its executives. (2) engages an independent compensation consulting firm to compile appropriate comparability data (including compensation market information for peers with whom Chimes family of Services competes for executive talent) for Committee reliance. The Committee will meet with representatives of the consulting firm or counsel to review this data in detail. (3) reviews all elements of executive's total compensation, including but not limited to base salary, bonuses, perquisites, fringe benefits, and incentive and deferred compensation arrangements. Upon the executive's hire, and at each point in time thereafter at which a new or revised compensation arrangement is under consideration with respect to the executive, the Committee meets with counsel and/or with its independent compensation consulting firm before the arrangement is implemented to evaluate the reasonableness of the arrangement by comparing both the arrangement itself and the executive's entire compensation package to compensation packages paid by similarly situated organizations for functionally comparable positions. (4) documents, concurrently with its determination, the basis for its determination in the minutes of its meeting. These minutes are reviewed, revised if necessary and approved at the following meeting of the Committee. (5) obtains a written legal opinion concerning the Committee's compliance with the IRS intermediate sanctions rules. II. The offices or positions for which the process described above was used to establish compensation and the year in which the process was last undertaken for each position: Position & Year COO/EVP Operations - 2006 CFO/EVP Finance - 2007 CEO/President - 2006 VP/HR - 2006 Form 990, Part VI, Section C, line 18 Form 990 is made available by a link on the Chimes website to GuideStar. Form 990, Part VI, Section C, line 19 The conflict of interest policy and financial statements are available to the public via the Chimes website. FORM 990, PART XI, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT OR SELECTION PROCESS DURING THE YEAR. FORM 990, PART VII, SECTION A, LINE 1A, COLUMN B ALLOCATION OF TIME Independent members of Chimes International's board serve as the governance committee for all related companies. They are voting members of those organizations board but are not part of the quorum requirements defined in the by-laws. Time spent working on issues for this and other related organizations is indicated as averaging 0 hours a week as during the course of a year it is anticipated they will spend less than an hour a year on matters relating to these corporations. Chimes International's 990 Part VII, Section A Line 1a Column B indicates that averaged over the year they will spend .5 hours per week on Chimes International's needs. These members are B Edmonson, A George, and M May. P Bagley in addition to providing this function provides .5 hours a week to Chimes Metro, Inc. A Bussone, and M. Lampner provide time to all related organizations beyond the 40 hours committed to Chimes International. On Part VII of this organizations 990 and other related organizations they are indicated as averaging 2 hours per week directly benefitting each affiliated organization. Actual time spent may exceed this during the course of the year. Terry Perl, President and CEO is indicated as devoting an hour a week to this organization and related affiliated organization in their 990 Part VII in addition to 27.2 hours to Chimes International. The actual hours may vary throughout the year. The Chimes Inc 4815 Seton Drive Baltimore MD 21215 520575305 Services for Individuals with barriers to independent living. MD 501(c)(3) 509(a)(1) chimes international ltd Chimes International LTD 4815 Seton Drive baltimore MD 21215 522000359 Supporting Service Organization DE 501(c)(3) 509(a)(3) chimes international ltd Chimes District of Columbia Inc 4815 Seton Drive baltimore MD 21215 541691953 Supporting Service Organization DC 501(c)(3) 509(a)(3) Chimes District of Columbia Inc Intervals Residential Services Inc 4815 Seton Drive baltimore MD 21215 521612565 Services for Individuals with barriers to independent living. MD 501(c)(3) 509(a)(1) The Chimes Inc Chimes Metro Inc 4815 Seton Drive baltimore MD 21215 521773885 Services for Individuals with barriers to independent living. MD 501(c)(3) 509(a)(1) chimes international ltd Chimes Virginia Inc 4815 Seton Drive baltimore MD 21215 541691952 Services for Individuals with barriers to independent living. VA 501(c)(3) 509(a)(1) chimes international ltd Developmental Svcs Of New Jersey Inc 4815 Seton Drive baltimore MD 21215 521336845 Services for Individuals with barriers to independent living. NJ 501(c)(3) 509(a)(1) chimes international ltd Holcomb Associates Inc 835 Springdale Drive exton PA 19341 232093566 Provides treatment for individuals with mental health and substance abuse. PA 501(c)(3) 509(a)(1) chimes international ltd Open Door Inc 835 Springdale Drive exton PA 19341 510217653 Provides treatment for individuals with mental health and substance abuse. DE 501(c)(3) 509(a)(1) Holcomb Associates Inc Family Services Association Inc 835 Springdale Drive exton PA 19341 521187883 Provides treatment for individuals with mental health and substance abuse. PA 501(c)(3) 509(a)(1) Holcomb Associates Inc Chimes PA Inc 835 Springdale Drive exton PA 19341 233007932 Services for Individuals with barriers to independent living. PA 501(c)(3) 509(a)(1) Holcomb Associates Inc 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0