2024-11-01T10:22:00-05:00 2023-12-31 340677006 MALONEY NOVOTNY LLC 1111 SUPERIOR AVE SUITE 700 CLEVELAND OH 441142540 990 2023-01-01 237158458 MURTIS TAYLOR HUMAN SERVICES SYSTEM MURT 2162834400 13422 KINSMAN ROAD CLEVELAND OH 44120 LOVELL J CUSTARD PRESIDENT & CEO 2162834400 2024-10-29 1 1 ALLEN C WADDLE JR P00437640 2163630100 2023 2024-10-15 13:58:12Z LOVELL J CUSTARD 13422 KINSMAN ROAD CLEVELAND OH 44120 24905188 0 X WWW.MURTISTAYLOR.INFO X 1948 OH ITS MISSION IS TO SUPPORT, EMPOWER AND STRENGTHEN INDIVIDUALS, FAMILIES AND COMMUNITIES TO BECOME HEALTHY AND PRODUCTIVE THROUGH EFFECTIVE, INTEGRATED HEALTH AND HUMAN SERVICES. 16 16 270 6 0 0 3485062 8863832 17060888 15945387 280 9350 52699 86619 20598929 24905188 183626 115493 0 0 11146873 11406946 0 0 70035 10289366 10526179 21619865 22048618 -1020936 2856570 5462256 8662301 3892938 4236413 1569318 4425888 X THE MISSION OF MURTIS TAYLOR HUMAN SERVICES SYSTEM IS TO SUPPORT, EMPOWER AND STRENGTHEN INDIVIDUALS, FAMILIES AND COMMUNITIES TO BECOME HEALTHY AND PRODUCTIVE THROUGH EFFECTIVE, INTEGRATED HEALTH AND HUMAN SERVICES. 0 0 2979109 5837 3925952 COMMUNITY SUPPORT- ADULTS : CPST SERVICES FOR ADULTS ARE DESIGNED TO ASSIST INDIVIDUALS TO SUCCEED IN THE COMMUNITY, IDENTIFY & ACCESS NEEDED SERVICES, AND SHOW IMPROVEMENT IN SCHOOL, WORK, FAMILY & COMMUNITY. 7825013 8026958 AMERIWELL PHARMACY- TO PROVIDE AND FOSTER EMOTIONAL, MENTAL AND PHYSICAL WELLNESS THROUGH THE DELIVERY OF HUMAN SERVICES AND PRODUCTS, DIRECTLY AND THROUGH COLLABORATION, TO ADULTS, CHILDREN AND FAMILIES IN NEED. 1916018 12000 0 CARE ACCESS NOW: PROGRAM DEVELOPED TO INCREASE CLIENTS ACCESS TO CARE BY PROVIDING FUNDING FOR UNINSURED AND UNDERINSURED INDIVIDUALS, INCREASEING ACCESS TO TELEHEALTH SEVICES DEVELOP REFERRAL PATHWAYS WITH COMMUNITY PARTNERS, AND ESTABLISH A BEHAVIORAL HEALTH ACCESS LINE 603550 22601 1002257 DAY TREATMENT-ADULTS 1636880 838 784136 OUTPATIENT SERVICES 719145 37152 0 FAMILY/CHILD WELFARE, PARENT ADVOCACY 686015 13032 576086 RESIDENTIAL THERAPEUTIC COMMUNITY 1704395 1037304 BEHAVIORAL HEALTH - CHILDREN 51641 0 YOUTH MENTORING 763689 15238 193703 CHILDCARE PROGRAM 413573 7795 268457 SENIOR MEALS AND TRANSPORTATION 134700 1000 217153 SUBSTANCE USE DISORDER TREATMENT 6713588 97656 4079096 19433728 1 1 0 1 0 0 0 0 1 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 26 0 1 270 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X IVO OMEGA 2162834400 13422 KINSMAN RD CLEVELAND OH 44120 CYNTHIA L SULLIVAN BOARD MEMBER 1.00 X 0 0 0 DARIAN JOHNSON BOARD MEMBER 1.00 X 0 0 0 DONNA M ZACHARY BOARD MEMBER 1.00 X 0 0 0 RETANIO A RUCKER BOARD MEMBER 1.00 X 0 0 0 KEITA CARR BOARD MEMBER 1.00 X 0 0 0 DEBORAH N ABDUL RAHIM PHD BOARD MEMBER 1.00 X 0 0 0 OSSIE M NEAL BOARD MEMBER 1.00 X 0 0 0 DESIREE POWELL BOARD MEMBER 1.00 X 0 0 0 ALLISON L NELSON FLOYD BOARD MEMBER 1.00 X 0 0 0 AVERY JOYCE MCCAULEY BOARD MEMBER 1.00 X 0 0 0 IVELIZ LOPEZ BOARD MEMBER 1.00 X 0 0 0 DR PAMALA MURPHY MD BOARD MEMBER 1.00 X 0 0 0 ANNETTA FISHER BOARD TREASURER 1.00 X X 0 0 0 NAJMA ABDUR RAHIM CHAIRMAN 1.00 X X 0 0 0 VERONICA HOLLOWAY SECRETARY 1.00 X X 0 0 0 SARAH A SMITH VICE-CHAIRMAN 1.00 X X 0 0 0 DAVID BROWN EXECUTIVE VP & COO 38.00 X 175152 0 27419 LOVELL J CUSTARD PRESIDENT & CEO 38.00 X 239824 0 39629 NANCY DIFFENBACHER ADVANCED PRACTICE NURSE 38.00 X 142455 0 15920 DENISE CRAWFORD ADVANCED PRACTICE NURSE 38.00 X 129429 0 15425 JOHN MANESS PHARMACIST 38.00 X 125810 0 16167 RAYMOND MURPHY PHARMACIST 38.00 X 135209 0 21241 BECKIE KENNEY DIRECTOR 38.00 X 101513 0 24599 1049392 0 160400 13 0 1 0 SAROJ BRAR 28340 RED RAVEN ROAD PEPPER PIKE OH 44124 PSYCHIATRIST 390405 R-CAP PO BOX 10167 CLEVELAND OH 44110 SECURITY 178876 2 8715807 148025 5873 8863832 AMERIWELL PHARMACY 624100 8026958 8026958 COMMUNITY SUPPORT-ADULTS 624100 3892779 3892779 BEHAVIORAL HEALTH-CHILDREN 624100 1037304 1037304 DAY TREATMENT- ADULTS 624100 1002257 1002257 OUTPATIENT SERVICES-ADULTS 624100 784136 784136 1201953 1201953 15945387 9350 9350 52446 0 52446 52446 52446 MISCELLANEOUS 624100 34173 34173 34173 24905188 16032006 0 9350 115493 115493 482024 424856 55626 1542 8657973 7525400 1119458 13115 226144 199323 26097 724 1236536 1070238 164999 1299 804269 698837 104327 1105 31113 22218 8895 156615 111838 44777 1184747 808712 323785 52250 305725 235435 70290 252297 171805 80492 518735 316075 202660 153595 126182 27413 5994 2375 3619 114993 64454 50539 216730 146028 70702 145917 30556 115361 COGS- PHARMACY 7297671 7297671 ORG./MEMBERSHIP DUES 63384 33190 30194 MISCELLANEOUS 43526 9115 34411 EQUIP. RENTAL & REPAIR 35137 23927 11210 22048618 19433728 2544855 70035 X 355683 516596 1301086 1237354 1068256 1102980 3351849 307727 188589 97733 62122 8026736 5823925 2331771 2202811 5462256 8662301 1565992 2035714 653894 680029 1673052 1520670 3892938 4236413 X 1551834 4404142 17484 21746 1569318 4425888 5462256 8662301 2856570 0 X 0 1 X 1 0 X 1678150 2438163 5049363 3485062 8863832 21514570 21513139 19559386 17702930 17060888 15945387 91781730 23191289 21997549 22752293 20545950 24809219 113296300 0 0 0 113296300 44065 26852 15908 25398 61796 174019 44065 26852 15908 25398 61796 174019 275491 765361 22863 27581 34173 1125469 23510845 22789762 22791064 20598929 24905188 114595788 0.98870 0.98710 0.00150 0.00130 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2019 AMOUNT: $ 248,435. 2020 AMOUNT: $ 765,361. 2021 AMOUNT: $ 22,863. 2022 AMOUNT: $ 27,581. 2023 AMOUNT: $ 34,173. FORGIVENESS OF DEBT - FUNDRAISING INCOME - 2019 AMOUNT: $ 24,256. GAIN ON SALE OF ASSETS - 2019 AMOUNT: $ 2,800. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 52250 0 0 0 52250 0 PART II-B, LINE 1: THE ORGANIZATION HIRED A CONTRACTOR TO PROVIDE GRANT WRITING SERVICES FOR THEM, OF WHICH 50% OF THE FEE IS ALLOCATED TO TIME SPENT ON LOBBYING ACTIVITIES. 0 1 X 495928 495928 6066161 4506478 1559683 1464647 1317447 147200 2202811 24905188 0 24905188 0 24905188 22048618 0 22048618 0 22048618 PART IV, LINE 2B: ASSETS HELD IN CUSTODY FOR OTHERS: THESE ASSETS CONSIST OF FUNDS RECEIVED BY MURTIS TAYLOR HUMAN SERVICES SYSTEM (MTHSS) AS A FISCAL AGENT FOR CERTAIN CLIENTS OF MTHSS AND THREE OTHER ENTITIES. THE PURPOSE OF THIS ARRANGEMENT WITH THE CLIENTS IS TO ENHANCE THEIR MONEY MANAGEMENT SKILLS. MTHSS IS ACTING AS THE FISCAL AGENT FOR THREE OTHER ENTITIES. THE RECORDED LIABILITY REPRESENTS MTHSS'S LIABILITY TO THESE CLIENTS AND THE OTHER ENTITIES FOR THE FUNDS DEPOSITED. 1 TO DISADVANTAGED PERSONS FOR EMERGENCY NEEDS 328 39330 TO DISADVANTAGED PERSONS FOR TRAVEL 6253 15632 TO DISADVANTAGED PERSONS FOR MEALS 6945 40279 MONITORING USE OF GRANT FUNDS: THE ORGANIZATION MONITORS THE CASH ASSISTANCE PROVIDED TO ITS CLIENTS. THE MONITORING PROCESS INCLUDES THE USE OF MONTHLY BUDGETS, THE REVIEW OF ACTUAL INVOICES AND PAYMENTS DIRECTLY TO THE CLIENT'S VENDORS. X 1 0 X 0 1 0 0 0 0 0 0 0 LOVELL J CUSTARD PRESIDENT & CEO 232624 0 0 0 7200 0 0 0 39629 0 279453 0 0 0 DAVID BROWN EXECUTIVE VP & COO 175152 0 0 0 0 0 0 0 27419 0 202571 0 0 0 NANCY DIFFENBACHER ADVANCED PRACTICE NURSE 142455 0 0 0 0 0 0 0 15920 0 158375 0 0 0 RAYMOND MURPHY PHARMACIST 135209 0 0 0 0 0 0 0 21241 0 156450 0 0 0 PART I, LINES 1A & 1B - DISCRETIONARY SPENDING ACCOUNT INFORMATION: THE DISCRETIONARY SPENDING ACCOUNT REPRESENTS AN AUTOMOBILE ALLOWANCE OF $7,200. THIS AMOUNT IS REPORTED AS TAXABLE COMPENSATION. A WRITTEN POLICY AND PRIOR SUBSTANTIATION OF THIS AMOUNT IS NOT REQUIRED AS THE AMOUNT HAS BEEN APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS. PART I, LINE 4B - NONQUALIFIED DEFERRED COMPENSATION PLAN LOVELL, CUSTARD, THE ORGANIZATION'S CEO, PARTICIPATED IN A SECTION 457(F) PLAN. A CONTRIBUTION OF $22,500 WAS MADE TO THE PLAN DURING 2023. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW: THE BOARD OF DIRECTORS RECEIVE THE FORM FOR REVIEW PRIOR TO FILING. ADDITIONALLY, THE CEO, COO, CONTROLLER AND CHAIRMAN OF THE BOARD OF DIRECTORS MEET TO REVIEW, DISCUSS, AND APPROVE THE DOCUMENT PRIOR TO FILING. THE FULL BOARD OF DIRECTORS APPROVE THE FORM 990 AT THE NEXT REGULARLY SCHEDULED MEETING AFTER THE RETURN IS REVIEWED BY THE CEO, COO, CONTROLLER AND CHAIRMAN OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT POLICY: THE ORGANIZATION'S CONFLICT POLICY IS DISCUSSED DURING THE ANNUAL CORPORATE COMPLIANCE TRAINING. ALL STAFF ARE REQUIRED TO REPORT POTENTIAL CONFLICT ISSUES TO THE CORPORATE COMPLIANCE STAFF. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION REVIEW: THE BOARD OF DIRECTORS REVIEW THE COMPENSATION OF THE CEO AND BASE THE DECISION OF DETERMINING COMPENSATION ON A NUMBER OF CRITERIA INCLUDING COMPENSATION OF THE CEO'S IN SIMILAR ORGANIZATIONS. THE COMPENSATION IS ALSO BASED ON JOB PERFORMANCE THROUGH GUIDELINES THAT ARE SET BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS: COPIES OF THE CONFLICT POLICY AND CLIENT'S RIGHTS ARE GIVEN TO CONSUMERS. CLIENT'S RIGHTS ARE POSTED ON WALLS AND PEOPLE CAN FILE COMPLAINTS WITH THE CLIENT'S RIGHTS OFFICER. GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE FOR ON-SITE REVIEW BY THE PUBLIC UPON REQUEST. FORM 990 PART X LINE 7 THE AMOUNT SHOWN AS NOTES/LOANS RECEIVABLE REPRESENTS AN EMPLOYEE RETENTION CREDIT FILED DURING 2023.