2025-05-15T15:16:38-05:00 2024-06-30 420714325 RSM US LLP 6 S Patterson Blvd Dayton OH 45402 990 2023-07-01 821809627 APIS Services Inc APIS 4842693508 3929 Perkiomen Avenue Reading PA 19606 Theo Rallis CFO 4842693508 2025-05-14 1 1 Karen O Crim P00368385 9372980201 2025-05-14 2023 2025-03-06 01:10:19Z X Ryan Smith 3929 Perkiomen Avenue Reading PA 19606 49766743 0 X https://apismgt.org/ X 2017 PA APIS Services provides shared service offerings to affiliates allowing these entities to advance their mission and vision. By exploring geographical program expansion and focusing on quality outcome measures, APIS creates cost savings that result in reinvestment into the Organizations' stakeholders through capacity creation and employee compensation betterments. Shared service offerings include, but are not limited to: Fiscal Reporting, Payroll, Information Technology, Human Resources, Employee Recruiting, Employee Training, Risk Management Reporting and Analysis, and Time and Attendance. 3 2 6359 2 0 9681 89 0 26974209 44362951 3894601 5372353 80 31439 30868979 49766743 0 0 0 0 18959114 16329609 0 0 0 12339979 15012679 31299093 31342288 -430114 18424455 82452688 39742382 81328303 20165865 1124385 19576517 APIS Services provides operational, management, and administrative services to organizations in fulfilling their respective missions. 0 0 22757611 0 42248872 Providing operational, management, and administrative services to affiliated organizations in fulfilling their respective missions. 4390110 0 2114079 Computer and technology assistance. 27147721 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1163 0 1 6359 1 1 1 0 0 0 0 0 0 0 X 3 2 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X Theo Rallis 8882705753 3929 Perkiomen Avenue Reading PA 19606 Ryan D Smith President 1.00 54.00 X X 362118 1022967 20114 Thomas S Papa Chief Integr Business Development Officer 39.00 20.50 X X 671587 9939 18710 Michael Tang Chief Financial Officer 40.00 15.00 X X 0 0 0 David Greif Director 1.00 2.00 X 0 0 0 Gary Twardowski Director 1.00 9.00 X 0 0 0 Joseph F Leone Jr CFO until 7/7/23 55.00 0.00 X 462583 0 11416 Jennifer P Gassen Secretary 1.00 54.00 X 193750 118376 34395 Lisa M Mostoller Treasurer until 3/29/24 53.00 2.00 X 322171 0 1807 Elizabeth M Shea Chief Human Resources Officer & Legal Counsel 25.00 15.00 X 299539 214753 11756 James Spencer CFO - Inperium until 11/30/23 15.00 40.00 X 240487 127317 14173 Charles H Morin Vice President Business Integration 45.00 0.00 X 170846 38764 12392 Kelly Godfrey Corporate Controller 45.00 0.00 X 159488 0 7494 Denise L Hale Chief Human Resources Officer 40.00 0.00 X 154538 0 6679 Clay N Cauley EVP/Chief Legal Strategist 40.00 0.00 X 487479 0 1493 Shannon Durbin Executive Vice President - SRVS 1.00 44.00 X 412374 0 17125 Eliyahu S Scheiman Chief Legal Officer & Internal General Counsel 45.00 0.00 X 215216 0 0 Joseph A Semulka VP Chief Financial Officer - Abraxas 40.00 0.00 X 218355 0 13059 Robert D Voas VP, Chief Administrative Officer 40.00 0.00 X 195094 0 9555 Cynthia Bertrando Former Treasurer 0.00 0.00 X 305000 0 0 4870625 1532116 180168 16 1 1 0 WBP Leasing LLC 4955 Technology Way Boca Raton FL 33431 Rental 1831272 Stevens & Lee 111 N Sixth Street Reading PA 19601 Legal Services 1724449 Naamans Cap LLC 105 Foulk Rd Wilmington DE 19803 Armored Fire Protection 990942 Broadpoint Advisors LLC 105 Warden Rd Doylestown PA 18901 Consulting Services 925000 MD Capital LLC 2929 Walnut Street 4417 Philadelphia PA 19104 Legal Services 850000 73 Management Fee from Affiliates 561000 42248872 42248872 Technology Assistance 541519 2114079 2114079 44362951 5372353 5372353 31439 31439 31439 49766743 44362951 0 5403792 X 3279072 2819141 459931 10373182 8904167 1469015 2677355 2457283 220072 355522 355522 52252 52252 4286489 4223330 63159 335890 335890 135726 135320 406 172587 91935 80652 4740494 4739761 733 79184 38141 41043 55418 54407 1011 Supplies and Operating 4467127 3367814 1099313 Communications 310605 295097 15508 Maintenance and Repairs 16053 16053 Housekeeping 5332 5272 60 31342288 27147721 4194567 0 16757751 23379239 0 2577430 2332097 0 81495 23781 1062882 696872 326782 282137 81865 44645 62136598 13020415 82452688 39742382 13158520 17410005 20810820 0 47358963 2755860 81328303 20165865 X 1124385 19576517 1124385 19576517 82452688 39742382 X 18424455 -2332097 421888 1937886 X 0 1 X 1 0 X X 20 Supportive Concepts for Families Inc 232713290 10 1 0 0 Abraxas Alliance Inc 863980032 7 0 0 0 Advancing Opportunities Inc 221550592 10 0 0 0 Alvarium Healthcare Inc 824370040 10 0 0 0 Anchors - from Carol 842418705 7 0 0 0 CHOR Youth and Family Services Inc 232911839 10 0 0 0 Conexio Care Inc 863414545 10 0 0 0 Crossroads Programs Inc 222215356 7 0 0 0 Guidance Center of Camden County Development Corporation 222397467 7 0 0 0 Helping Restore Ability 751562334 7 0 0 0 IRON Recovery and Wellness Center Inc 222511879 7 0 0 0 Marc Housing Inc 581382494 10 0 0 0 Reading Specialists Education Association 450463456 10 0 0 0 Shelby Residential & Vocational Services Inc 620854890 7 0 0 0 South Jersey Behavioral Health Resources Inc 222560556 10 0 0 0 SRVS Group Home I Inc 581901717 10 0 0 0 SRVS Group Home II Inc 581900973 10 0 0 0 SRVS Home III Inc 582022138 10 0 0 0 The Children's Home of Reading 231352080 7 0 0 0 Wake Enterprises Inc 561248778 10 0 0 0 20 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 Part IV, Section A, Line 1: Only SCFF is designated by name in APIS Services' articles of incorporation, but all other entities are designated by class/purpose under Article 3(a) of the articles of incorporation: "To act for the benefit of, to perform the functions of, or to carry out the purposes of (all within the meaning of Section 509(a)(3) of the Code) the following behavioral health, human service, and intellectual development disability organizations: Supportive Concepts for Families, Inc., which is a Section 501(c)(3) organization and a public charity described in Section 509(a)(2) of the Code (collectively the "Specified Organizations"); and other organizations which hereafter become affiliated with the Corporation and which are organizations described in Section 501(c)(3) of the Code and are public charities under either Section 509(a)(1) or Section 509(a)(2) of the Code ("Affiliates") (the above Specified Organizations and the Affiliates hereinafter referred to as the "Supported Organizations")." Part IV, Section A, Line 5A and 5B: Community Prevention Partnership (23-2735283) merged with CHOR Youth and Family Services, a fellow Inperium affiliate, effective 12/31/22. Additional affiliates as designated by class or purpose as described above were added during the fiscal year, including Helping Restore Ability, Marc Housing, Inc., SRVS Group Home I, Inc., SRVS Group Home II, Inc., and SRVS Home III, Inc.. Part IV, Section C, Line 1: Inperium, Inc. appoints a "Sole Member Director" to each of the Boards of the Supported Organizations. The Sole Member Director's vote carries a weight of 51%. In addition, Inperium has significant reserved powers, which permit them to implement certain fundamental actions by the supporting organizations and to disapprove actions taken by the Supported Organizations. APIS Services is controlled solely by Inperium, Inc. 326782 282137 44645 44645 Due From Advancing Opportunities 127326 Due From Affiliates 10457872 Due from South Jersey Behavioral Health Resources 41568 Due From The Children's Home of Reading 22393 Right-Of-Use Asset 25597 Investment in Subsidiary 2345659 13020415 Due To Other Affiliates 1815738 Due To Crossroads Programs 209032 Due To CHOR Youth and Family Services 105756 Right-of Use Liability 22167 Due To Inperium 204158 Due To IRON Recovery and Wellness Center 379206 Due To Alternative Consulting Enterprises 19803 2755860 X Part X, Line 2: The Organization is a 509(a)(3) Type II supporting organization. The Organization incurred no income tax expense for the years ended June 30, 2024 and 2023. In accordance with U.S. GAAP, the Company accounts for uncertain tax positions, if any, as required. Using that guidance, management has determined that there are no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. All are subject to examination by the Internal Revenue Service generally for three years after they are filed. X X X X 1 0 0 0 0 0 0 1 0 Ryan D Smith President 61538 964122 300000 50000 580 8845 0 0 5259 14855 367377 1037822 0 0 Thomas S Papa Chief Integr Business Development Officer 485481 9770 177500 0 8606 169 0 0 18437 273 690024 10212 0 0 Elizabeth M Shea Chief Human Resources Officer & Legal Counsel 279539 164753 20000 50000 0 0 0 0 6847 4909 306386 219662 0 0 Clay N Cauley EVP/Chief Legal Strategist 385364 0 45000 0 57115 0 0 0 1493 0 488972 0 0 0 Joseph F Leone Jr CFO until 7/7/23 166333 0 96250 0 200000 0 0 0 11416 0 473999 0 0 0 Shannon Durbin Executive Vice President - SRVS 362374 0 50000 0 0 0 0 0 17125 0 429499 0 0 0 James Spencer CFO - Inperium until 11/30/23 138462 124617 100000 0 2025 2700 0 0 9267 4906 249754 132223 0 0 Jennifer P Gassen Secretary 93750 118376 100000 0 0 0 0 0 21350 13045 215100 131421 0 0 Lisa M Mostoller Treasurer until 3/29/24 249471 0 72700 0 0 0 0 0 1807 0 323978 0 0 0 Cynthia Bertrando Former Treasurer 0 0 0 0 305000 0 0 0 0 0 305000 0 0 0 Joseph A Semulka VP Chief Financial Officer - Abraxas 137970 0 2500 0 77885 0 0 0 13059 0 231414 0 0 0 Charles H Morin Vice President Business Integration 150846 33764 20000 5000 0 0 0 0 10101 2291 180947 41055 0 0 Eliyahu S Scheiman Chief Legal Officer & Internal General Counsel 170595 0 43111 0 1510 0 0 0 0 0 215216 0 0 0 Robert D Voas VP, Chief Administrative Officer 195094 0 0 0 0 0 0 0 9555 0 204649 0 0 0 Kelly Godfrey Corporate Controller 138488 0 21000 0 0 0 0 0 7494 0 166982 0 0 0 Denise L Hale Chief Human Resources Officer 93038 0 21500 0 40000 0 0 0 6679 0 161217 0 0 0 Part I, Line 3 Compensation is determined by the Salary Review Committee (SRC), based on an annual benchmarking process that typically considers data from 990s of comparable organizations, compensation studies by Guidestar Charity Navigator and similar publicly available sources, and advice from external consultants. Part I, Line 4a The following individual received severance payments in 2023. These payments are reported as taxable compensation on Part II, Column B(iii): Cynthia Bertrando - $305,000 Joseph F. Leone, Jr. - $200,000 Joseph A. Semulka - $77,885 Clay N. Cauley - $57,115 Denise L. Hale - $40,000 Part I, Line 7 Bonuses awarded during 2023 were discretionary and are correctly reported on Schedule J, Part II, Column B(ii). Form 990, Part VI, Section A, line 6 The sole member of the Corporation shall be Inperium, Inc. Form 990, Part VI, Section A, line 7a Inperium, Inc. must approve the election, re-election or removal of a director from the Board of Directors. Form 990, Part VI, Section A, line 7b Inperium, Inc. must approve any governance decision or any other matter that, by law, that would require the approval of the members of a nonprofit corporation in Pennsylvania. Form 990, Part VI, Section B, line 11b The 990 is distributed to the Board of Directors for final review. Form 990, Part VI, Section B, line 12c The Human Resources department maintains employee conflict of interest policies. Employees have the policy explained to them and they complete all disclosures when hired through orientation. The policy is sent to staff for review annually. Staff are able to contact Human Resources for any subsequent explanations needed. If/when a potential conflict is reported or identified, it is reviewed for each unique circumstance by Human Resources, such as a personal relationship conflict or supervisor/subordinate. In the event of such conflict, each employee would be interviewed to ascertain if any inappropriate behavior or pressure/influence was exhibited. The supervisor/subordinate relationship will immediately be halted and a transfer to other areas would occur to eliminate the conflict if inappropriate behavior is discovered. Depending on the severity of that behavior, disciplinary actions up to and including termination may occur. The conflict of interest policy is completed by all employees and Board Members annually. Form 990, Part VI, Section B, line 15 Sources used in the development of CEO compensation annual increases include the following: comparing 990 wages with comparable organizations and independent third-party compensation studies, as well as publicly available compensation guides. The Salary Review Committee of the Board uses these sources to determine the recommended Executive compensation. Changes to Executive compensation are approved by the Executive Committee of the Board of Directors. Form 990, Part VI, Section C, line 19 A copy of the governing documents, conflict of interest policy and financial statements are available upon request for the same period of disclosure as set forth in IRC Section 6104(d). Form 990, Part IX, line 11g Other Professional Fees: Program service expenses 4,223,330. Management and general expenses 63,159. Fundraising expenses 0. Total expenses 4,286,489. Form 990, Part XI, line 9: Realized Gain on Interest Rate Swap 1,937,886. Ocellus Tech LLC 3929 Perkiomen Avenue Reading PA 19606 843047396 IT Services PA 2105074 183012 APIS Services Inc Abraxas Alliance Inc 2840 Liberty Avenue Suite 300 Pittsburgh PA 15222 863980032 Provide residential and nonresidential services to at-risk youth FL 501(c)(3) Line 7 Inperium Inc 1 Advancing Opportunities Inc 610 Beverly-Rancocas Road Willingboro NJ 08046 221550592 Provide program support to individuals with various disabilities NJ 501(c)(3) Line 10 Inperium of New Jersey Inc 1 Alvarium Healthcare Inc 3929 Perkiomen Avenue Reading PA 19606 824370040 Provide treatment, support, and care for persons with disabilities PA 501(c)(3) Line 10 Inperium Inc 1 Anchors - from Carol 3929 Perkiomen Avenue Reading PA 19606 842418705 Provide services to those impacted by cancer and learning disabilities PA 501(c)(3) Line 7 Inperium Inc 1 CHOR Youth and Family Services Inc 1010 Centre Avenue Reading PA 19601 232911839 Provide services to youths, including community PA 501(c)(3) Line 10 The Children's Home of Reading 1 Conexio Care Inc 590 Naamans Road Claymont DE 19703 863414545 Provide healthcare, housing, employment opportunities, counseling for MH DE 501(c)(3) Line 10 Inperium Inc 1 Crossroads Programs Inc 610 Beverly-Rancocas Road Willingboro NJ 08046 222215356 Provide services to at-risk youth NJ 501(c)(3) Line 7 Inperium of New Jersey Inc 1 Guidance Center of Camden County Development Corporation 2500 McClellan Avenue Suite 300 Pennsauken NJ 08109 222397467 Provide supervised residences for adults with psychiatric diagnoses NJ 501(c)(3) Line 7 South Jersey Behavioral Health Resources Inc 1 Helping Restore Ability 4300 Beltway Place Suite 130 Arlington TX 76018 751562334 Provide employment and training for people with disabilities TX 501(c)(3) Line 7 Inperium Inc 1 Inperium of New Jersey Inc 3929 Perkiomen Avenue Reading PA 19606 822927898 To support organizations incorporated in New Jersey NJ 501(c)(3) Line 12b, II Inperium Inc 1 Inperium Inc 3929 Perkiomen Avenue Reading PA 19606 811159891 Management oversight and support PA 501(c)(3) Line 12b, II N/A 0 IRON Recovery and Wellness Center Inc 132 Perry Street Trenton NJ 08618 222511879 Provide rehabilitation services to persons with substance abuse disorders NJ 501(c)(3) Line 7 Inperium of New Jersey Inc 1 La Colmena Inperium Inc 3929 Perkiomen Avenue Reading PA 19606 853738325 Provide operational, management, and administrative services TX 501(c)(3) Line 12b, II Inperium Inc 1 Marc Housing Inc 3971 Knight Arnold Road Memphis TN 38118 581382494 Housing TN 501(c)(3) Line 10 Shelby Residential & Vocational Services Inc 1 Reading Specialists Education Association 220 North Fifth Street Reading PA 19601 450463456 Provide dedicated professional counseling PA 501(c)(3) Line 10 Inperium Inc 1 Shelby Residential & Vocational Services Inc 3971 Knight Arnold Road Memphis TN 38118 620854890 Provide services for people with disabilities to live meaningful lives TN 501(c)(3) Line 7 Inperium Inc 1 South Jersey Behavioral Health Resources Inc 2500 McClellan Avenue Suite 300 Pennsauken NJ 08109 222560556 Provide mental health and IDD residential services NJ 501(c)(3) Line 10 Inperium of New Jersey Inc 1 SRVS Group Home I Inc 3971 Knight Arnold Road Memphis TN 38118 581901717 Housing TN 501(c)(3) Line 10 Shelby Residential & Vocational Services Inc 1 SRVS Group Home II Inc 3971 Knight Arnold Road Memphis TN 38118 581900973 Housing TN 501(c)(3) Line 10 Shelby Residential & Vocational Services Inc 1 SRVS Home III Inc 3971 Knight Arnold Road Memphis TN 38118 582022138 Housing TN 501(c)(3) Line 10 Shelby Residential & Vocational Services Inc 1 Supportive Concepts for Families Inc 3929 Perkiomen Avenue Reading PA 19606 232713290 Provide program support to individuals with IDD PA 501(c)(3) Line 10 Inperium Inc 1 The Children's Home of Reading 1010 Centre Avenue Reading PA 19601 231352080 Raise funds to support affiliate organization programs PA 501(c)(3) Line 7 Inperium Inc 1 Wake Enterprises Inc 3548 Bush Street Raleigh NC 27609 561248778 Provide vocational and social development services to adults with IDD NC 501(c)(3) Line 10 Inperium Inc 1 Fortis Holdings Inc 3929 Perkiomen Avenue Reading PA 19606 473550736 To hold common shares and support the Employee Stock Ownership Program PA Supportive Concepts for Families Inc S 1 Inperium of New York Inc 3929 Perkiomen Avenue Reading PA 19606 825432996 To support future organizations incorporated in New York NY Inperium Inc C 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 Marc Housing Inc D 54590 Cash Conexio Care Inc D 35777489 Cash Shelby Residential & Vocational Services Inc D 11899972 Cash Inperium of New Jersey Inc D 132706 Cash Inperium of New York Inc D 132934 Cash Guidance Center of Camden County Development Corporation D 133313 Cash Helping Restore Ability D 282939 Cash Abraxas Alliance Inc D 1817203 Cash IRON Recovery and Wellness Center Inc D 943238 Cash Fortis Holdings Inc D 1155780 Cash SRVS Group Home I Inc D 77374 Cash CHOR Youth and Family Services Inc E 108611 Cash Advancing Opportunities Inc E 518004 Cash Wake Enterprises Inc E 743334 Cash Supportive Concepts for Families Inc E 44967441 Cash Crossroads Programs Inc E 3395582 Cash South Jersey Behavioral Health Resources Inc E 3964532 Cash The Children's Home of Reading E 10532782 Cash Supportive Concepts for Families Inc L 1493728 Cash South Jersey Behavioral Health Resources Inc L 1732454 Cash Shelby Residential & Vocational Services Inc L 2496219 Cash IRON Recovery and Wellness Center Inc L 517145 Cash Wake Enterprises Inc L 319931 Cash Helping Restore Ability L 300000 Cash The Children's Home of Reading L 296446 Cash CHOR Youth and Family Services Inc L 4472970 Cash Conexio Care Inc L 4537386 Cash Abraxas Alliance Inc L 10223150 Cash Crossroads Programs Inc L 1246083 Cash Advancing Opportunities Inc L 1191250 Cash