2024-05-09T00:37:53-05:00 2023-06-30 232108173 RKL LLP 3501 CONCORD ROAD STE 250 YORK PA 17402 990 2022-07-01 231896438 BELL SOCIALIZATION SERVICES INC BELL 7178485767 160 SOUTH GEORGE STREET YORK PA 17401 ANTHONY SCHWEITZER EXECUTIVE DIRECTOR 7178485767 2024-05-07 1 ANTHONY SCHWEITZER 999009999 0 DOUGLAS L BERMAN CPA P01269555 7178433804 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ANTHONY SCHWEITZER 160 SOUTH GEORGE STREET YORK PA 17401 16805463 0 X WWW.BELLSOCIALIZATION.COM X 1974 PA PROVIDE ENVIRONMENT OF SUPPORT / EMPOWERMENT WHERE PEOPLE CAN IMPROVE THEIR QUALITY OF LIVING. 18 18 286 208 0 0 444277 564818 15141333 14419761 1387 50532 5986 5986 15592983 15041097 0 0 0 0 10986028 10411806 0 0 132029 4301816 4289788 15287844 14701594 305139 339503 8006650 8565379 1315211 1479678 6691439 7085701 X THE MISSION OF BELL SOCIALIZATION SERVICES IS TO PROVIDE AN ENVIRONMENT OF SUPPORT AND EMPOWERMENT WHERE PEOPLE CAN IMPROVE THEIR QUALITY OF LIVING. THE AGENCY OFFERS HOUSING AND BASIC LIVING SUPPORT THROUGH MENTAL HEALTH, INTELLECTUAL DISABILITY, AND SHELTER SERVICE DEPARTMENTS TOWARD ITS VISION OF A COMMUNITY WHERE PEOPLE ARE VALUED AND RESPECTED, AND LIVE WITH DIGNITY. 0 1 8043779 7874259 RESIDENTIAL LIVING ARRANGEMENTS - PROVIDE A STRUCTURED ENVIRONMENT FOR CONSUMERS NEEDING TO LEARN SKILLS FOR COMMUNITY LIVING. GROUP HOMES PROVIDE SUPERVISION TO THE CONSUMERS, ACCORDING TO THEIR NEEDS DOCUMENTED IN THEIR INDIVIDUAL SERVICE PLAN. STAFF IS AVAILABLE 24 HOURS A DAY TO HELP RESIDENTS ADJUST TO COMMUNITY LIVING. RESIDENTS WORK ON PERSONAL GOALS AS PART OF THEIR REHABILITATION. REFERRALS NEED TO BE DIRECTED THROUGH THE YORK/ADAMS MENTAL HEALTH - INTELLECTUAL AND DEVELOPMENTAL DISABILITIES PROGRAM. THIS PROGRAM SERVED APPROXIMATELY 43 PEOPLE THROUGHOUT THE FISCAL YEAR. 1002353 1043904 C.H.I.P.P. (COMMUNITY HOSPITALIZATION INTEGRATION PROJECT PROGRAM) - RESIDENTIAL SERVICES IS A PARTNERSHIP BETWEEN FOUR AGENCIES: THE YORK/ADAMS MENTAL HEALTH-INTELLECTUAL AND DEVELOPMENT DISABILITIES PROGRAM, WELLSPAN BEHAVIORAL HEALTH SERVICES, ADAMS/HANOVER COUNSELING SERVICES, AND BELL SOCIALIZATION SERVICES. THIS PROGRAM PROVIDES RESIDENTIAL SERVICES IN AN APARTMENT COMPLEX FOR SERIOUSLY MENTALLY ILL CONSUMERS WHO WERE PREVIOUSLY LONG-TERM PATIENTS (2 + YEARS) AT PA'S STATE HOSPITAL INSTITUTIONS. THIS PROGRAM ALSO PROVIDES TEMPORARY SUPPORT (30-90 DAYS) FOR ONE MENTALLY ILL CONSUMER AT A TIME WHO IS RECOVERING FROM A LOCAL PSYCHIATRIC HOSPITALIZATION. DURING THE CURRENT FISCAL YEAR, THIS PROGRAM SERVED APPROXIMATELY 24 INDIVIDUALS. 3935172 5501598 ALL OTHER ASSISTED LIVING PROGRAMS PROVIDE, FURNISH, AND MAINTAIN SUITABLE LIVING QUARTERS, FACILITIES AND SERVICES FOR DISADVANTAGED INDIVIDUALS AND FAMILIES, PRIMARILY THOSE WHICH ARE MENTALLY AND EMOTIONALLY DISABLED. THIS PROGRAM INCLUDED THE BELL SHELTER AND BRIDGE HOUSING. THE BELL SHELTER IS A FAMILY SHELTER WHICH PROVIDES LIVING QUARTERS FOR FAMILIES FOR UP TO 30 DAYS. BRIDGE HOUSING IS A REHABILITATIVE HOUSING PROGRAM WHICH ALLOWS A LONGER-TERM OPTION (UP TO ONE YEAR), PROVIDING MORE TIME FOR HOMELESS FAMILIES TO HONE BASIC LIVING SKILLS, GETTING THEM ON TRACK FOR A SUCCESSFUL INDEPENDENT LIVING. THE BRIDGE HOUSING UTILIZES SIX APARTMENT UNITS IN YORK CITY. 12981304 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 148 0 1 286 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X ANTHONY SCHWEITZER EXECUTIVE DIREC 7178485767 160 SOUTH GEORGE STREET YORK PA 17401 LEIGH ANN WILSON PRESIDENT 3.60 0.40 X X 0 0 0 ZAK WOLPERT VICE PRESIDENT 1.80 0.20 X X 0 0 0 SCOTT THOMASSY TREASURER 1.80 0.20 X X 0 0 0 DAVID RUIZ JR ASST. TREASURER 1.80 0.20 X X 0 0 0 DIANE LEE KRASNER ASST. SECRETARY 1.80 0.20 X X 0 0 0 CORY CUFFLEY DIRECTOR 1.80 0.20 X 0 0 0 REES GRIFFITHS ESQUIRELEFT 1222 DIRECTOR 1.80 0.20 X 0 0 0 MARK JACOBS LEFT 1222 DIRECTOR 1.80 0.20 X 0 0 0 TIMOTHY KLINCHOCK DIRECTOR 1.80 0.20 X 0 0 0 DR ROBERT LEASE JR DIRECTOR 1.80 0.20 X 0 0 0 DR ANNETTE LOGAN DIRECTOR 1.80 0.20 X 0 0 0 BRANDY MEYER DIRECTOR 1.80 0.20 X 0 0 0 ROGER MILLER DIRECTOR 1.80 0.20 X 0 0 0 ANGELA OCASIO DIRECTOR 1.80 0.20 X 0 0 0 VAUGHN SILAR DIRECTOR 1.80 0.20 X 0 0 0 C ROBERT STEPHENSON DIRECTOR 1.80 0.20 X 0 0 0 MISSY THOMAS DIRECTOR 1.80 0.20 X 0 0 0 DAVID WELBER DIRECTOR 1.80 0.20 X 0 0 0 JUANITA BAXTERJOINED 323 DIRECTOR 1.80 0.20 X 0 0 0 DWAYNE JENNETT JOINED 323 DIRECTOR 1.80 0.20 X 0 0 0 ANTHONY SCHWEITZER EXECUTIVE DIRECTOR 36.00 4.00 X 98795 0 19165 ANITA SUMNER DIRECTOR OF FINANCE 36.00 4.00 X 78727 0 17537 177522 0 36702 0 0 0 0 YORKSHIRE REALTY 3400 EASTERN BLVD YORK PA 17402 PROPERTY MANAGEMENT FEES 152708 YORKTOWNE PROPERTY SHOPPE LLC 550 W KING ST 1ST FLOOR YORK PA 17401 PROPERTY MANAGEMENT FEES 130225 2 185561 379257 564818 RESIDENTIAL LIVING ARRANGEMENTS - 623000 7874259 7874259 OTHER ASSISTED LIVING PROGRAMS 623000 1954067 1954067 CHIPP 623000 1043904 1043904 ASSISTED LIVING MH 623000 847512 847512 BELL SHELTER 623000 802693 802693 1897326 1897326 14419761 39543 39543 1775355 1764366 10989 10989 10989 DEBT FORGIVENESS - ADMIN 900099 5986 5986 5986 15041097 14419761 0 56518 230663 208182 20442 2039 7600668 6880107 652515 68046 404336 371581 28414 4341 1525745 1333573 181048 11124 650394 589518 55005 5871 21427 8888 3944 8595 75516 75516 9773 9773 52821 32251 20570 450883 353093 86544 11246 210126 207884 2242 1468962 1236776 232168 18 311158 259600 51558 15322 6249 9073 242100 193254 48846 156055 78583 77472 RENTAL ASSISTANCE 802972 802972 PROGRAM SUPPLIES 164345 156027 8318 FOOD 155476 145668 9741 67 OTHER EMPLOYEE/STAFF EX 86985 77191 9567 227 65867 39907 7747 18213 14701594 12981304 1588261 132029 1924216 1622796 17380 23346 50591 43248 1710458 2250297 205043 155281 7186300 5716891 1559289 1469409 2291607 2376150 63714 68639 184352 556213 8006650 8565379 730950 704398 109333 148008 222859 166891 237631 102482 14438 357899 1315211 1479678 X 6540402 6953187 151037 132514 6691439 7085701 8006650 8565379 X 339503 49834 4925 X X 0 1 X 1 1 1 X 542207 645120 2577999 444277 564818 4774421 14382616 15066094 15267256 15141333 14419761 74277060 5986 5986 5986 5986 5986 29930 14930809 15717200 17851241 15591596 14990565 79081411 0 0 0 79081411 4 608 303 1387 39543 41845 4 608 303 1387 39543 41845 14930813 15717808 17851544 15592983 15030108 79123256 0.99950 1.00000 0.00050 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2355321 99241 9773 2444789 454926 2332249 -37884 393970 2355321 345407 109519 454926 352528 -7121 345407 338976 13552 352528 1.00000 0.00000 0.00000 1 0 84075 84075 6008445 4755949 1252496 1052121 960942 91179 41659 41659 1469409 ACCOUNTS RECEIVABLE-AFFILIATE 224550 RIGHT OF USE ASSETS - FINANCIAL LEASES 100701 RIGHT OF USE ASSETS - OPERATING LEASES 230962 556213 CLIENT SECURITY DEPOSITS 21764 OBLIGATIONS UNDER FINANCE LEASES 235434 OBLIGATIONS UNDER OPERATING LEASES 100701 357899 X 15095856 49834 4925 54759 15041097 0 15041097 14551487 0 14551487 150107 150107 14701594 PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED TO PROVIDE THE ORGANIZATION WITH A INVESTMENT FUND THAT WILL BE USED FOR THE ORGANIZATION'S WELL-BEING AS DETERMINED BY THE BOARD. THE CURRENT SPENDING POLICY RATE IS 4.5%. BOARD DESIGNATED FUNDS MAY HAVE DISTRIBUTIONS APPROVED BY THE BOARD OF DIRECTORS . THE ANNUAL DISTRIBUTION SHALL NOT EXCEED THE INVESTMENT RETURN FROM THE PRECEDING CALENDAR YEAR AS CALCULATED BY THE ENDOWMENT MANAGER. PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE COMPANIES, INCLUDING WHETHER THE ENTITY IS EXEMPT FROM INCOME TAXES. MANAGEMENT EVALUATED THE TAX POSITIONS TAKEN AND CONCLUDED THAT THE COMPANIES HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE COMPANIES ARE NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE JUNE 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN INTEREST OF COMMUNITY FOUNDATION 4,925. PART XII, LINE 4B - OTHER ADJUSTMENTS: CONSOLIDATED RECONCILIATION 150,107. FORM 990, PART III, LINE 3 THE ORGANIZATION CEASED OPERATION OF ASSERTIVE COMMUNITY TREATMENT(ACT) WHICH PROVIDES OUTPATIENT TREATMENT AND CASE MANAGEMENT, COMPLETE WITH REHABILITATIVE SUPPORT AND PSYCHOSOCIAL SERVICES, WITHIN A MOBILE, OUTREACH ORIENTED TEAM. FORM 990, PART V, LINE 1C: THE ORGANIZATION DID NOT HAVE ANY INSTANCES WHERE BACKUP WITHHOLDING WAS REQUIRED; HOWEVER, IF THE SITUATION WOULD ARISE, THE ORGANIZATION IS AWARE OF THE REPORTING REQUIREMENTS AND WOULD HANDLE THAT ACCORDINGLY. FORM 990, PART VI, SECTION A, LINE 2 DAVID WELBER (DIRECTOR) DIANE KRASNER (ASST. SECRETARY) HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 WITH MANAGEMENT AND SUBMITS CHANGES AND/OR FINAL APPROVAL TO THE EXTERNAL ACCOUNTING FIRM FOR REVIEW AND FILING. THE BOARD WILL RECEIVE A COPY FOR REVIEW AFTER THE FINANCE COMMITTEE REVIEWS BUT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST MAY EXIST WHEN THE INTERESTS OR CONCERNS OF ANY DIRECTOR, OFFICER OR STAFF MEMBER, OR SAID PERSON'S IMMEDIATE FAMILY, OR ANY PARTY, GROUP OR ORGANIZATION IN WHICH SAID PERSON HOLDS A POSITION AS AN EMPLOYEE, OFFICER, DIRECTOR, OR PARTNER, MAY BE SEEN AS COMPETING WITH THE INTERESTS OR CONCERNS OF THIS ORGANIZATION. THE EXECUTIVE DIRECTOR AND EACH MEMBER OF THE BOARD OF DIRECTORS OF BELL SOCIALIZATION SERVICES, INC. MUST DISCLOSE IN WRITING TO THE BOARD ANY POSSIBLE CONFLICT OF INTEREST. ANY STAFF MEMBER MUST DISCLOSE IN WRITING TO THE EXECUTIVE DIRECTOR ANY POSSIBLE CONFLICT OF INTEREST. THIS DISCLOSURE MUST BE UPDATED ANNUALLY. WHEN SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS, THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD OF DIRECTORS (OR ITS COMMITTEE) AND SUCH PERSON SHALL NOT VOTE ON THE MATTER. MOREOVER, THE PERSON HAVING A CONFLICT SHALL, AT THE BOARD'S DISCRETION, RETIRE FROM THE ROOM IN WHICH THE BOARD (OR ITS COMMITTEE) IS MEETING AND IN NO EVENT SHALL PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. HOWEVER, THAT PERSON SHALL PROVIDE THE BOARD OR COMMITTEE WITH ANY AND ALL RELEVANT INFORMATION UPON REQUEST OF THE BOARD. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS (OR ITS COMMITTEE), EXCLUDING THE PERSON CONCERNING WHOSE SITUATION THE DOUBT HAS ARISEN. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD MEETS IN EXECUTIVE SESSION TO REVIEW THE SALARIES OF THE DIRECTORS AND THE FINANCIAL SITUATION OF THE ORGANIZATION. SALARY ADJUSTMENTS ARE MADE ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION AS THIS IS NOT REQUIRED BY FEDERAL OR STATE LAW. THE ORGANIZATION INCLUDES A COPY OF ITS FINANCIAL STATEMENTS WITH THE STATE REGISTRATION FILED WITH THE PENNSYLVANIA DEPARTMENT OF STATE, BUREAU OF CHARITABLE ORGANIZATIONS. THESE DOCUMENTS ARE AVAILABLE UPON REQUEST AT THE MAIN OFFICE OF THE ORGANIZATION. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST OF COMMUNITY FOUNDATION 4,925. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES RESPONSIBILTY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEAR. BELL PLUS DEVELOPMENT CORPORATION 160 SOUTH GEORGE STREET YORK PA 17401 232711929 TO HOLD PROPERTY FOR BELL SOCIALIZATION SERVICES, INC. PA 501(C)(2) BELL SOCIALIZATION SERVICES INC 1 BELL HOUSING 160 SOUTH GEORGE STREET YORK PA 17401 224142024 LOW-INCOME HOUSING PA 501(C)(3) LINE 10 BELL SOCIALIZATION SERVICES INC 1 PENN APARTMENTS CORPORATION 160 SOUTH GEORGE STREET YORK PA 17401 232690315 LOW-INCOME HOUSING PA 501(C)(3) LINE 10 BELL SOCIALIZATION SERVICES INC 1 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 0 0 1 0 BELL PLUS DEVELOPMENT CORPORATION D 224550 FAIR MARKET VALUE BELL PLUS DEVELOPMENT CORPORATION K 402480 FAIR MARKET VALUE