2024-04-19T16:59:20-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 150 S WARNER ROAD SUITE 310 KING OF PRUSSIA PA 19406 990 2022-07-01 231972816 THE COUNCIL OF SOUTHEAST PENNSYLVANIA INC COUN 2153456644 4459 W SWAMP ROAD DOYLESTOWN PA 18902 DEBORAH BACON TREASURER 2153456644 2024-04-17 1 DEBORAH BACON 999009999 0 WILLIAM A LOUGHERY P01603932 2156433900 2024-04-17 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER KING 4459 W SWAMP ROAD DOYLESTOWN PA 18902 6938850 0 X WWW.COUNCILSEPA.ORG X 1975 PA TRANSFORMING LIVES THROUGH SUSTAINED RECOVERY 18 18 128 155 0 0 4986158 4730065 2281282 2208071 1325 714 0 0 7268765 6938850 0 0 0 0 5189629 4755132 0 0 37042 2082945 2078914 7272574 6834046 -3809 104804 2579327 4116294 969766 2401929 1609561 1714365 X THE COUNCIL OFFERS HOPE AND SUPPORT TO REDUCE THE IMPACT OF ADDICTION BY PROVIDING RESOURCES AND CREATING OPPORTUNITIES FOR THE ENTIRE COMMUNITY WHICH GUIDE THE JOURNEY OF RECOVERY. (CONTINUED ON SCHEDULE O.)WE ACCOMPLISH THIS THROUGH PREVENTION, CONSULTATION, EDUCATION, ADVOCACY, ASSESSMENT, INTERVENTION AND RECOVERY SUPPORT SERVICES. THE COUNCIL OF SOUTHEAST PENNSYLVANIA, INC. (THE COUNCIL) IS A PRIVATE NON-PROFIT PREVENTION, EDUCATION, ADVOCACY, ASSESSMENT, INTERVENTION, AND RECOVERY SUPPORT ORGANIZATION, SERVING THE COUNTIES OF BUCKS, CHESTER, MONTGOMERY, AND PHILADELPHIA. THE COUNCIL PROVIDES A WIDE RANGE OF SERVICES TO REDUCE THE IMPACT OF ADDICTION AND IMPROVE RELATED HEALTH ISSUES FOR THE ENTIRE COMMUNITY INCLUDING FAMILIES, SCHOOLS, BUSINESSES, INDIVIDUALS AND THE COMMUNITY, REGARDLESS OF ABILITY TO PAY, ETHNICITY, RACE, GENDER, AGE OR SEXUAL ORIENTATION. 0 0 2692022 0 663552 THE PRO-ACT DIVISION INCLUDES RECOVERY SUPPORT PROGRAMS AND SERVICES THROUGHOUT THE 5-COUNTY REGION. PENNSYLVANIA RECOVERY ORGANIZATION - ACHIEVING COMMUNITY TOGETHER (PRO-ACT) IS A GRASSROOTS ADVOCACY AND RECOVERY SUPPORT INITIATIVE OF THE COUNCIL COVERING SOUTHEASTERN PENNSYLVANIA. PRO-ACT WORKS TO REDUCE THE STIGMA OF SUBSTANCE USE DISORDER, ENSURE THE AVAILABILITY OF ADEQUATE TREATMENT AND RECOVERY SUPPORT SERVICES, AND TO INFLUENCE PUBLIC OPINION AND POLICY REGARDING THE VALUE OF RECOVERY.(CONTINUED ON SCHEDULE O.)PROGRAMS INCLUDE: WARM HANDOFF IN 7 HOSPITALS ACROSS MULTIPLE COUNTIES SERVING 2,107 INDIVIDUALS, WITH 76% OF PATIENTS ACCEPTING RESOURCES OR TRANSFERRING FROM THE HOSPITAL DIRECTLY TO TREATMENT. CERTIFIED RECOVERY SPECIALIST SERVICES, TELEPHONIC SUPPORT, A FAMILY RESOURCE CENTER, AND THE WOMEN'S RECOVERY COMMUNITY CENTER, THE 167TH HOUSE TO BE LICENSED IN PENNSYLVANIA. THE COUNCIL HAS RECOVERY COMMUNITY CENTERS IN PHILADELPHIA, BUCKS, AND MONTGOMERY COUNTIES, AND SERVED 3,605 INDIVIDUALS ACROSS ITS RECOVERY SUPPORT PROGRAMS. 2381905 0 991478 PREVENTION TRAINING AND EDUCATION: SERVICES PROVIDED WITHIN SOUTHEASTERN PENNSYLVANIA FOR EDUCATION AND TO INCREASE AWARENESS OF ALCOHOL, TOBACCO AND OTHER DRUGS (ATOD) TO YOUTH AND ADULTS. WE ACCOMPLISH THIS THROUGH TRAININGS, SPEAKING ENGAGEMENTS, PRESENTATIONS, HEALTH FAIRS, SCHOOL-BASED GROUPS, FAMILY STRENGTHENING PROGRAMS AND INFORMATION DISSEMINATION. SCHOOL SERVICES SPECIALIZE IN PROVIDING QUALITY SERVICES TO SCHOOLS IN SOUTHEAST PENNSYLVANIA BY A TRAINED TEAM OF STATE-CERTIFIED, BACHELOR'S AND MASTER'S LEVEL STUDENT ASSISTANCE PROGRAM (SAP) CONSULTANTS. COUNSELORS ARE DEDICATED TO PROVIDING QUALITY SERVICES TO MEET THE INDIVIDUAL NEEDS OF EACH DISTRICT AND THEIR STUDENTS; THE TEAM SUPPORTED 2,394 STUDENT REFERRALS, SCREENED 309 STUDENTS AND ASSESSED 298 STUDENTS. (CONTINUED ON SCHEDULE O.)AS A PENNSYLVANIA COMMONWEALTH-APPROVED TRAINER, THE SCHOOL SERVICES PROGRAM PROVIDES NUMEROUS TRAININGS FOR SAP TEAM MEMBERS. THE COUNCIL PROVIDED SERVICES TO 10 BUCKS COUNTY SCHOOL DISTRICTS, 3 INDEPENDENT BUCKS COUNTY SCHOOLS, AND 7 PHILADELPHIA SCHOOLS. THE FOSTERING LEADERSHIP IN YOUTH/YOUNG ADULTS (FLYY) PROGRAM HAD 125 PARTICIPANTS WITH ZERO REPORTED SUBSTANCE USE AND ZERO SCHOOL DISCIPLINES FOR FLYY PARTICIPANTS. SIX FLYY PARTICIPANTS RECEIVED SPECIAL ACADEMIC AWARDS DURING THEIR GRADUATION CEREMONIES. DRUG-FREE COMMUNITY (DFC) COALITIONS ARE FORMAL COLLABORATIVE ARRANGEMENTS AMONG GROUPS OR ORGANIZATIONS WITHIN A COMMUNITY THAT ARE FORMED OR EXPANDED TO PREVENT AND REDUCE YOUTH SUBSTANCE USE, INCLUDING PRESCRIPTION DRUG ABUSE, WITHIN THE COMMUNITY. IN A COMMUNITY COALITION, EACH MEMBER MAINTAINS ITS INDEPENDENT STATUS WHILE AGREEING TO WORK COLLABORATIVELY TO ACHIEVE A COMMON GOAL. THE COUNCIL LEADS A DFC PROJECT IN NESHAMINY SCHOOL DISTRICT - THE NESHAMINY COALITION FOR YOUTH.SUPPORTING YOUTH RECOVERY ENHANCED CRS TRAINING PROGRAM IS AN INNOVATIVE CERTIFICATE PROGRAM TO PREPARE INDIVIDUALS TO PROVIDE PEER-BASED RECOVERY SUPPORT SERVICES TO YOUTH, ADOLESCENTS, YOUNG ADULTS, AND THEIR FAMILIES. 378 INDIVIDUALS COMPLETED TRAININGS, INCLUDING: CERTIFIED RECOVERY SPECIALIST, SUPERVISORS TRAINING, STUDENT ASSISTANCE PROGRAM (SAP) AND SAP LIAISON TRAINING. 989219 0 553041 INTERVENTION DIVISION: SERVICES FOR THOSE INVOLVED WITH THE CRIMINAL JUSTICE SYSTEM BECAUSE OF THEIR SUBSTANCE USE. CASE MANAGEMENT AND SUPPORT THROUGH TREATMENT AND RECOVERY FOR INDIVIDUALS WHO HAVE BEEN IDENTIFIED AS HAVING SUBSTANCE USE DISORDERS. THE COUNCIL PROVIDES A MYRIAD OF PROGRAMS THAT PROVIDE BOTH EDUCATION AND INTERVENTION SERVICES, INCLUDING CRIMINAL JUSTICE PROGRAMS (DUI, TASC DCDP); ADULT AND ADOLESCENT TREATMENT; CASE MANAGEMENT SERVICES (TRADITIONAL CASE MANAGEMENT, MOMS PROGRAM, AND CHILDREN & YOUTH). THE INTERVENTION DIVISION SERVED 1,904 INDIVIDUALS IN SERVICES RANGING FROM SCREENINGS AND ASSESSMENTS, EDUCATIONAL CLASSES, OUTPATIENT TREATMENT, FAMILY STRENGTHENING GROUPS AND TRAINING. (CONTINUED ON SCHEDULE O.) 6063146 1 1 0 0 0 0 0 0 1 0 1 0 0 1 1 1 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 0 0 0 0 0 1 33 0 128 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JENNIFER KING 2678174861 4459 W SWAMP ROAD DOYLESTOWN PA 18902 CHIEF WILLIAM F WIEGMAN PRESIDENT 3.00 X X 0 0 0 RONALD ROLON M ED FIRST VICE PRESIDENT 3.00 X X 0 0 0 PATRICIA NYE SECOND VICE PRESIDENT 3.00 X X 0 0 0 DEBORAH BACON TREASURER 3.00 X X 0 0 0 KATE GILMOUR SECRETARY 3.00 X X 0 0 0 MATTHEW BARTELT DIRECTOR 1.00 X 0 0 0 RONALD BERGER CLU CHFC DIRECTOR (THROUGH JUNE 2023) 1.00 X 0 0 0 SHARON AL BRASS ESQ DIRECTOR 1.00 X 0 0 0 HARRY DANNEHOWER DIRECTOR 3.00 X 0 0 0 CORNELL DAVIS III DIRECTOR 1.00 X 0 0 0 RICK FELTY DIRECTOR 1.00 X 0 0 0 PATRICK FLYNN DIRECTOR (THROUGH JUNE 2023) 1.00 X 0 0 0 THOMAS GANNON DIRECTOR 1.00 X 0 0 0 KORY LONDON MD DIRECTOR 1.00 X 0 0 0 KATHLEEN MCGOVERN DIRECTOR 1.00 X 0 0 0 MARTIN PIERETTI DO MPH DIRECTOR 1.00 X 0 0 0 JULIE SMITH DIRECTOR 1.00 X 0 0 0 DAVID ZELLIS ESQ DIRECTOR (THROUGH JUNE 2023) 1.00 X 0 0 0 JENNIFER KING EXECUTIVE DIRECTOR 40.00 X 133698 0 5848 CINDY TOMLINSON DIR. OF OPS. & BUS. ADMIN. 40.00 X 112360 0 15919 246058 0 21767 2 0 0 0 APM SYSTEMS INC 1313 SOUTH PENNSYLVANIA AVENUE MORRISVILLE PA 19067 IT CONSULTING 205749 1 63 4217667 512335 960 4730065 CLIENT FEES 624100 2208071 2208071 2208071 714 714 6938850 2208071 0 714 266571 20932 245639 3479006 3254720 222552 1734 52006 51924 82 674669 673760 909 282880 248420 34327 133 22672 15883 6789 52762 52762 322590 309064 12738 788 8894 8694 200 176961 149088 21940 5933 311013 292936 18077 568919 514734 54184 1 111185 107737 2984 464 39913 28202 11711 61199 60964 202 33 PROGRAM SUPPLIES 135136 110993 515 23628 FEES, DUES AND LICENSES 111789 89152 19651 2986 EQUIPMENT RENTAL 65640 59674 5966 BAD DEBT 21210 21210 69031 66269 2411 351 6834046 6063146 733858 37042 2900 2900 533153 1055761 1578029 1191176 63962 58557 629746 358495 311165 271251 90118 1536649 2579327 4116294 301851 290792 537624 536373 36963 35207 87405 56827 5923 1482730 969766 2401929 X 1595918 1711730 13643 2635 1609561 1714365 2579327 4116294 104804 0 X 0 1 X 1 1 1 X 4179890 4452116 5897368 4986158 4730065 24245597 4179890 4452116 5897368 4986158 4730065 24245597 24245597 212 475 690 1325 714 3416 5104 5104 24254117 9760456 0.99960 0.99960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 92000 92000 412114 267937 144177 125632 90558 35074 271251 RESERVE FOR UNEMPLOYMENT CLAIMS 20688 SECURITY DEPOSITS 44419 OPERATING RIGHT OF USE ASSETS 1471542 1536649 OPERATING LEASE LIABILITIES 1482730 1482730 X 7401401 462551 462551 6938850 0 6938850 7296597 462551 462551 6834046 0 6834046 PART IV, LINE 2B: FUNDS HELD FOR COMMUNITY PARTNERSHIPS HAVE BEEN ESTABLISHED TO ACCOUNT FOR ASSETS RECEIVED BY THE COUNCIL ON BEHALF OF ITS PRO-ACT COMMUNITY PARTNERSHIP PROGRAM. THESE FUNDS HAVE BEEN RECEIVED THROUGH DONATIONS AND FUNDRAISING EVENTS OF THE COUNCIL TO BE USED TO SUPPORT THIS PROGRAM. PART X, LINE 2: THE COUNCIL IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES. THE COUNCIL IS NOT AWARE OF ANY ACTIVITIES THAT WOULD JEOPARDIZE ITS TAX-EXEMPT STATUS, NOR IS IT AWARE OF ANY OF ITS ACTIVITIES THAT ARE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. NO CURRENT TAX OBLIGATION EXISTS ON THE FEDERAL OR STATE LEVEL. ADDITIONALLY, THE COUNCIL HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE COUNCIL FOLLOWS THE GUIDANCE IN THE INCOME TAX STANDARD REGARDING THE RECOGNITION AND MEASUREMENT OF UNCERTAIN TAX POSITIONS. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE APPLICATION OF THIS STANDARD HAD NO IMPACT ON THE COUNCIL'S FINANCIAL STATEMENTS. FORM 990, PART VI, SECTION A, LINE 1A THE COUNCIL BOARD HAS AN EXECUTIVE COMMITTEE THAT INCLUDES THE PRESIDENT, VICE PRESIDENT, SECRETARY AND TREASURER. THE BUSINESS OF THE EXECUTIVE COMMITTEE IS CONDUCTED ALONG THE SAME GUIDELINES AS THE BOARD OF DIRECTORS EXCEPT THAT A MAJORITY VOTE SHALL PREVAIL. IN ACCORDANCE WITH THE BY-LAWS, THE EXECUTIVE DIRECTOR IS AUTHORIZED TO ACT AS INDEPENDENT AGENT FOR SIGNING CONTRACTS AND FOR THE GOVERNING BODY IN CREATING AND ESTABLISHING WRITTEN POLICIES AND PROCEDURES BY SPECIFIC PROJECTS AND GENERAL MANAGEMENT OF THE COUNCIL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM. IT IS REVIEWED BY THE EXECUTIVE DIRECTOR AND DIRECTOR OF OPERATIONS AND BUSINESS ADMINISTRATION, AND THEN BY THE TREASURER. THE FORM 990 IS PROVIDED TO THE BOARD PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO COUNCIL BOARD MEMBERS, STAFF AND VOLUNTEERS WHO HAVE BEEN GRANTED SIGNIFICANT INDEPENDENT DECISION-MAKING AUTHORITY WITH RESPECT TO FINANCIAL OR OTHER RESOURCES OF THE COUNCIL. POTENTIAL CONFLICTS ARE REPORTED TO THE CORPORATE COMPLIANCE OFFICER AND/OR EXECUTIVE DIRECTOR, WHO ARE RESPONSIBLE FOR REVIEWING AND INVESTIGATING ANY SUSPECTED CONFLICT OF INTEREST; THIS INCLUDES A COMMITTEE REVIEW PROCESS AS WELL AS DISCLOSURES, AS APPROPRIATE. IF FURTHER ACTION OR REVIEW IS REQUIRED BY THE BOARD, THE PROPOSED ACTION OR TRANSACTION MUST BE APPROVED BY A MAJORITY OF THE DISINTERESTED MEMBERS OF THE BOARD. THE BOARD SHALL CONSIDER WHETHER THE TERMS OF THE PROPOSED TRANSACTION ARE FAIR AND REASONABLE TO THE ORGANIZATION AND WHETHER IT WOULD BE POSSIBLE, WITH REASONABLE EFFORT, TO FIND A MORE ADVANTAGEOUS ARRANGEMENT WITH A PARTY OR ENTITY THAT IS NOT AN INTERESTED PARTY. ANNUAL DISCLOSURE OF EXISTING AND POTENTIAL CONFLICTS OF INTEREST IS REQUIRED, AND THE CONFLICT OF INTEREST POLICY INCLUDES A DUTY TO DISCLOSE ACTUAL OR POTENTIAL CONFLICTS AS SOON AS THEY ARE KNOWN, OR REASONABLY SHOULD BE KNOWN. THE SECRETARY OF THE BOARD FILES COPIES OF ALL DISCLOSURE STATEMENTS WITH THE OFFICIAL CORPORATE RECORDS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 THE COUNCIL'S PERSONNEL COMMITTEE MEETS ANNUALLY TO DETERMINE THE SALARIES FOR THE EXECUTIVE DIRECTOR AND OTHER OFFICERS. IN ORDER TO ESTABLISH A BASIS FOR MAKING RECOMMENDATIONS, THE COMMITTEE: REVIEWS THE FINANCIAL STATUS OF THE AGENCY, REVIEWS INDIVIDUAL SALARY RANGES TO DETERMINE IF RANGES ARE COMPETITIVE WITH SIMILAR JOBS IN SIMILAR AGENCIES, RESEARCHES THE CONSUMER PRICE INDEX (CPI) FOR THE PHILADELPHIA REGION FOR THE PAST SIX MONTHS, AND REVIEWS PERFORMANCE EVALUATIONS. ONCE ALL INFORMATION HAS BEEN REVIEWED, THE PERSONNEL COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD OF DIRECTORS FOR REVIEW AND APPROVAL. THE BOARD'S APPROVAL IS DOCUMENTED IN THE MINUTES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE ORGANIZATION'S OFFICE.