2025-08-13T15:15:31-05:00 2024-09-30 410746749 CLIFTONLARSONALLEN LLP 950 NORTH GLEBE ROAD SUITE 1200 ARLINGTON VA 22203 990 2023-10-01 530196554 ST JOHN'S COMMUNITY SERVICES STJO 2022376500 901 D STREET SW 800 WASHINGTON DC 20024 ALAN THORNTON PRESIDENT & CHIEF EXECUTIVE OFFICER 2022376500 2025-08-13 1 1 ROBERT WILLIAMS P01345960 5712279500 2025-08-07 2023 2025-03-06 01:10:19Z ALAN THORNTON 901 D STREET SW 800 WASHINGTON DC 20024 8346624 0 3503 X WWW.SJCS.ORG X 1882 DC TO SUPPORT ITS SUBSIDIARIES TO ADVANCE INCLUSIVE COMMUNITIES FOR INDIVIDUALS LIVING WITH DISABLITIES AS WELL AS THOSE WHO ARE EXPERIENCING HOMELESSNESS SO THEY MAY LIVE THEIR BEST LIFE. 13 12 1084 13 0 0 650609 1674758 4598464 6171214 40153 171952 5560 74844 5294786 8092768 0 0 0 0 4553025 5826338 0 0 0 7219975 9396692 11773000 15223030 -6478214 -7130262 13252037 13359199 10335988 12359327 2916049 999872 X THE MISSION OF ST. JOHN'S COMMUNITY SERVICES IS TO ADVANCE INCLUSIVE COMMUNITIES WHERE EVERY PERSON, REGARDLESS OF CIRCUMSTANCES, HAS THE RIGHT AND OPPORTUNITY TO LIVE THEIR BEST LIFE. 0 0 6096446 0 6171214 ST. JOHN'S COMMUNITY SERVICES (SJCS) IS A HISTORIC (FOUNDED IN 1868) NON-PROFIT CORPORATION INITIALLY ESTABLISHED AS A HOSPITAL IN WASHINGTON, DC, BY ST. JOHN'S EPISCOPAL CHURCH, THE "CHURCH OF THE PRESIDENTS," FOLLOWING THE CIVIL WAR. TODAY IT IS A PRIVATE, NON-SECTARIAN, NON-PROFIT CORPORATION THAT OPERATES AS A "PARENT" CORPORATION FOR A GROUP OF INDEPENDENT SUBSIDIARY CORPORATIONS. THESE SUBSIDIARY CORPORATIONS CONTRACT WITH ST. JOHN'S COMMUNITY SERVICES FOR THE USE OF THE COPYRIGHTED NAME AS WELL AS FOR SEVERAL ADMINISTRATIVE SUPPORT SERVICES. THE PARENT CORPORATION IS GOVERNED BY A VOLUNTEER BOARD OF TRUSTEES (BOT). THE BOT HAS FIDUCIARY RESPONSIBILITY FOR THE ORGANIZATION, AND PROVIDES OVERALL GUIDANCE, OVERSIGHT AND DIRECTION TO THE SUBSIDIARY CORPORATIONS. - CONTINUE ON SCHEDULE O.THE SUBSIDIARY CORPORATIONS ARE LOCAL ENTITIES WITH REPRESENTATION ON THE BOARD OF TRUSTEES AND ARE LED BY LOCAL STAFF LEADERSHIP. THIS AFFORDS LOCAL PERSPECTIVES AND DIVERSITY IN ADDRESSING THE UNIQUE NEEDS OF LOCAL COMMUNITIES WITHIN THE RESPECTIVE STATES. AS A PREREQUISITE FOR ESTABLISHING A CONTRACT WITH THE PARENT CORPORATION, EACH SUBSIDIARY AGREES TO OPERATE WITHIN SERVICE QUALITY STANDARDS THAT THE PARENT CORPORATION HAS ESTABLISHED. IN FISCAL YEAR 2024, STATE SUBSIDIARY LOCATIONS INCLUDED: THE DISTRICT OF COLUMBIA, TENNESSEE, AND VIRGINIA. OPERATIONS IN DELAWARE AND NEW YORK WERE PROVIDED UNDER THE AUSPICES OF THE PARENT ORGANIZATION. SJCS PROVIDES ADMINISTRATIVE AND TECHNICAL ASSISTANCE TO ITS SUBSIDIARIES AND OTHER STATE OPERATIONS FOR THE PROVISION OF SERVICES WHICH INCLUDE: EMPLOYMENT, COMMUNITY PARTICIPATION, AND COMMUNITY LIVING, INCLUDING SHELTER AND HOUSING FOR PEOPLE EXPERIENCING HOMELESSNESS. THE PARENT CORPORATION ALSO PERIODICALLY PROVIDES EXTERNAL TECHNICAL ASSISTANCE AND TRAINING TO OTHER NON-PROFIT AND FOR-PROFIT ORGANIZATIONS, AS WELL AS GOVERNMENT AGENCIES. THE ORGANIZATION CONTRIBUTES A PORTION OF ITS RESOURCES TO EACH OF ITS FIVE STATE OPERATIONS TO SUPPORT THE ST. JOHN'S COMMUNITY SERVICES MISSION. PEOPLE RECEIVING SERVICES THROUGH A ST. JOHN'S SUBSIDIARY OR OTHER STATE OPERATIONS MUST MEET THE ELIGIBILITY REQUIREMENTS OF LOCAL FUNDING SOURCES AND THE RESPECTIVE STATE SUBSIDIARY FOR EACH SPECIFIC SERVICE.THE ADMINISTRATIVE SUPPORT SERVICES THAT THE PARENT CORPORATION PROVIDES INCLUDE: ACCOUNTING, CASH MANAGEMENT, STRATEGIC PLANNING, COMMUNICATIONS AND INFORMATION DISSEMINATION, HUMAN RESOURCES, INFORMATION TECHNOLOGY, QUALITY ASSURANCE, CORPORATE COMPLIANCE, MARKETING, FUNDRAISING, AND PROGRAM DEVELOPMENT. THESE SUPPORT SERVICES ARE INDIVIDUALLY TAILORED TO MEET THE UNIQUE NEEDS OF EACH SUBSIDIARY CORPORATION AND STATE OPERATION AND ITS DISTINCTIVE CULTURAL AS WELL AS FINANCIAL STATUS. THESE SERVICES ASSIST STATE OPERATIONS TO MEET THE REQUIREMENTS OF THE CONTRACTS, LAWS AND REGULATIONS UNDER WHICH THEY OPERATE. EACH SUBSIDIARY OPERATES UNDER ITS OWN OPERATING POLICIES AND PROCEDURES AND LOCAL LEADERSHIP. ADMINISTRATIVE SUPPORT SERVICES ARE PROVIDED TO THE SUBSIDIARY CORPORATIONS AT A LOW FIXED RATE CONSISTENT WITH NATIONAL STANDARDS.TO FURTHER THE MISSION OF ADVANCING INCLUSIVE COMMUNITIES WHERE EVERY PERSON, REGARDLESS OF CIRCUMSTANCES, HAS THE RIGHT AND OPPORTUNITY TO LIVE THEIR BEST LIFE, THE PARENT CORPORATION SETS QUALITY STANDARDS CONSISTENT WITH THE MISSION THAT MUST BE MET BY THE SUBSIDIARIES IN THE PROVISION OF SERVICES. THOSE SERVICES MUST FOSTER INCLUSION, SELF-DIRECTION, ECONOMIC SELF-SUFFICIENCY, RELATIONSHIP DEVELOPMENT AND CHOICE. MEETING AND MAINTAINING THESE STANDARDS IS AN ESSENTIAL REQUIREMENT FOR THE CONTINUATION OF THE ADMINISTRATIVE SUPPORT CONTRACT AND USE OF THE CORPORATE NAME. 6096446 1 1 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 1 0 0 0 0 1 1 0 0 0 1 92 0 1 1084 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 12 0 0 0 0 0 0 0 1 0 0 1 0 1 1 1 1 1 1 1 0 0 X ALAN THORNTON 2022376500 901 D STREET SW 800 WASHINGTON DC 20024 STEVEN RAETZMAN BOARD CHAIR 2.00 0.00 X X 0 0 0 LINDA MOORE BOARD VICE CHAIR 2.00 0.00 X X 0 0 0 SHARRON DEAN BOARD SECRETARY 2.00 0.00 X X 0 0 0 PAUL PREZIOTTI BOARD TREASURER 2.00 0.00 X X 0 0 0 BRUCE FINLAND TRUSTEE 1.00 0.00 X 0 0 0 DOUGLAS PALMER TRUSTEE 1.00 1.00 X 0 0 0 CHANDRA JEBODH TRUSTEE 1.00 0.00 X 0 0 0 WM PATRICK NICHOLS TRUSTEE 1.00 0.00 X 0 0 0 DAVID BECK TRUSTEE 1.00 0.00 X 0 0 0 TORINE BROOKS CREPPY TRUSTEE 1.00 0.00 X 0 0 0 JOSEPHINE MORRIS-YOUNG TRUSTEE 1.00 0.00 X 0 0 0 ANDREW BONASERA TRUSTEE 1.00 0.00 X 0 0 0 LEIA HUGGINS-ELLIS TRUSTEE 1.00 0.00 X 0 0 0 ALAN THORNTON PRESIDENT & CEO 30.00 10.00 X X 407009 0 87229 GEORGE LIACOPOULOS DEPUTY CEO 30.00 10.00 X 228631 0 51256 SHERRIE HARRISON-RUMBLE DIRECTOR OF FINANCE 30.00 10.00 X 165250 0 26069 PRECIOUS MYERS-BROWN CHIEF INNOVATION OFFICER 40.00 0.00 X 148343 0 34330 RICHARD BENNETT CHIEF STRATEGIC INITIATIVE 40.00 0.00 X 172205 0 3065 COREY KOCIELA COO 30.00 10.00 X 180056 0 14636 LAUREN PURYEAR VA & DC STATE DIRECTOR 1.00 39.00 X 148242 0 11103 AMANDA ERWIN CHIEF DEVELOPMENT AND MARKETING OFFICER 40.00 10.00 X 123801 0 33589 1573537 0 261277 10 0 1 0 370 L'ENFANT OWNER LLC 10TH FLOOR 500 PARK AVENUE NEW YORK NY 10022 PROPERTY MANAGEMENT 523363 NGEN 1101 MERCANTILE LANE SUITE 100 LARGO MD 20774 OUTSOURCED IT SUPPORT 283662 DELTA T GROUP VIRGINIA INC PO BOX 884 BRYN MAWR PA 19010 TEMP. AGENCY 183717 CLIFTONLARSONALLEN PO BOX 829664 PHILADELPHIA PA 19182 AUDIT SERVICES 169625 METROPOLITAN TELECOMMUNICATIONS METTEL 55 WATER STREET 32ND FLOOR NEW YORK NY 10041 IT SOLUTIONS 104659 5 1674758 621183 1674758 GOVERNMENTAL FEES 900099 6162554 6162554 CLIENT SUPPORT FEES 900099 8660 8660 6171214 87643 87643 338165 253856 84309 84309 84309 OTHER INCOME 900099 74844 74844 74844 8092768 6171214 0 246796 168093 64325 103768 4907574 1974583 2932991 382305 157130 225175 368366 148214 220152 72276 1624 70652 762854 762854 961 961 589736 105604 484132 216030 216030 430087 129545 300542 4498428 3162432 1335996 434970 100502 334468 92122 3545 88577 163372 33287 130085 118803 40000 78803 DUES AND SUBSCRIPTIONS 249462 1550 247912 STAFF AWARDS 119599 10171 109428 RECRUITING 88287 88287 VEHICLES 75538 63473 12065 1484167 100461 1383706 15223030 6096446 9126584 0 3150890 1885972 3479091 3789869 140419 176919 2269332 869513 1295980 1399819 1736097 1819647 3449560 4286973 13252037 13359199 2847647 3570695 625506 491600 2452968 2278279 4409867 6018753 10335988 12359327 X 2916049 999872 2916049 999872 13252037 13359199 X -7130262 -180044 5394129 X 0 1 X 1 0 X 467408 199619 189307 650609 1674758 3181701 467408 199619 189307 650609 1674758 3181701 3181701 31621 83 16507 37274 87643 173128 57068 8309 14859 5560 74844 160640 3515469 20917645 0.90510 0.70980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1787499 488131 1299368 147127 80346 66781 334706 301036 33670 1399819 DEPOSITS 105207 RIGHT-OF-USE ASSETS - OPERATING 4181766 4286973 DEFERRED COMPENSATION OBLIGATION 435049 LEASE LIABILITIES 5583704 6018753 X PART X, LINE 2: THE ORGANIZATION, ST, JOHN'S STATE SUBSIDIARIES, AND THE FOUNDATION ARE EXEMPT FROM THE PAYMENT OF FEDERAL INCOME TAXES ON THEIR EXEMPT ACTIVITIES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), AND ARE CLASSIFIED AS ORGANIZATIONS THAT ARE NOT PRIVATE FOUNDATIONS UNDER SECTION 509(A) OF THE IRC. DURING THE YEAR ENDED SEPTEMBER 30, 2024 AND 2023, THE ORGANIZATION HAD NO UNRELATED BUSINESS INCOME. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION EVALUATED ITS TAX POSITIONS AND DETERMINED THAT THEY ARE MORE-LIKELY-THAN-NOT TO BE SUSTAINED ON EXAMINATION. THE ORGANIZATION'S TAX RETURNS ARE SUBJECT TO REVIEW AND EXAMINATION BY FEDERAL, STATE, AND LOCAL AUTHORITIES. X X X 0 1 0 0 0 0 0 0 0 ALAN THORNTON PRESIDENT & CEO 340647 0 66362 0 0 0 70333 0 16896 0 494238 0 0 0 GEORGE LIACOPOULOS DEPUTY CEO 198531 0 15000 0 15100 0 10000 0 41256 0 279887 0 0 0 COREY KOCIELA COO 160056 0 20000 0 0 0 0 0 14636 0 194692 0 0 0 SHERRIE HARRISON-RUMBLE DIRECTOR OF FINANCE 150754 0 0 0 14496 0 0 0 26069 0 191319 0 0 0 PRECIOUS MYERS-BROWN CHIEF INNOVATION OFFICER 127696 0 12500 0 8147 0 0 0 34330 0 182673 0 0 0 RICHARD BENNETT CHIEF STRATEGIC INITIATIVE 152045 0 20160 0 0 0 3065 0 0 0 175270 0 0 0 LAUREN PURYEAR VA & DC STATE DIRECTOR 130417 0 17825 0 0 0 0 0 11103 0 159345 0 0 0 AMANDA ERWIN CHIEF DEVELOPMENT AND MARKETING OFFI 107801 0 16000 0 0 0 0 0 33589 0 157390 0 0 0 PART I, LINE 4B THE FOLLOWING OFFICERS PARTICIPATED IN A SEC. 457(F) DEFERRED COMPENSATION PLAN. THE AMOUNTS CONTRIBUTED BY THE ORGANIZATION FOR THE CALENDAR YEAR 2023 ARE: ALAN THORNTON: $70,333 GEORGE LIACOPOULOS: $20,027 PRECIOUS MYERS-BROWN: $20,463 RICHARD BENNETT: $6,000 X 144193 COMPARABLE SALES X 30 316951 COMPARABLE SALES X MISCELLANEOUS ITEMS 23 45785 COMPARABLE SALES 0 0 0 0 PART I, COLUMN (B): COLUMN B REPRESENTS NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE HAS ALL POWERS OF THE BOARD OF DIRECTORS BETWEEN MEETINGS EXCEPT THE AUTHORITY TO AMEND THE ORGANIZATION'S GOVERNING DOCUMENTS; TO ELECT OR REMOVE DIRECTORS, ADVISORS AND OFFICERS; AND TO TAKE ANY OTHER ACTIONS PROHIBITED BY THE D.C. NONPROFIT CORPORATIONS ACT. FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITEE DOES NOT KEEP MINUTES OF ITS MEETINGS. FORM 990, PART VI, SECTION B, LINE 10B SJCS HAS SUBSIDIARY BY-LAWS, BUT NO WRITTEN POLICIES AND PROCEDURES FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE REVIEWED IN DETAIL BY MANAGEMENT STAFF, PRESENTED TO THE AUDIT COMMITTEE, AND MADE AVAILABLE TO ALL BOARD MEMBERS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C IN THE EVENT ANY VOTING TRUSTEE HAS A CONFLICT OF INTEREST WHICH MIGHT PROPERLY LIMIT SUCH TRUSTEE'S FAIR AND IMPARTIAL PARTICIPATION IN BOARD DELIBERATIONS OR DECISIONS, SUCH TRUSTEE SHALL INFORM THE BOARD AS TO THE CIRCUMSTANCES OF SUCH CONFLICT. IF THOSE CIRCUMSTANCES REQUIRE THE NONPARTICIPATION OF THE AFFECTED TRUSTEE, THE BOARD MAY NONETHELESS REQUEST FROM SUCH TRUSTEE ANY APPROPRIATE NON-CONFIDENTIAL INFORMATION WHICH MIGHT INFORM ITS DECISIONS. "CONFLICT OF INTEREST," AS REFERRED TO HEREIN, SHALL INCLUDE, BUT SHALL NOT BE LIMITED TO, ANY TRANSACTION BY OR WITH THE CORPORATION IN WHICH A TRUSTEE HAS A DIRECT OR INDIRECT PERSONAL INTEREST, OR ANY TRANSACTION IN WHICH A TRUSTEE IS UNABLE TO EXERCISE IMPARTIAL JUDGMENT OR OTHERWISE ACT IN THE BEST INTERESTS OF THE CORPORATION. NO TRUSTEE OF THE CORPORATION SHALL CAST A VOTE, NOR TAKE PART IN THE FINAL DELIBERATION IN ANY MATTER IN WHICH HE OR SHE, MEMBERS OF HIS OR HER IMMEDIATE FAMILY OR ANY ORGANIZATION TO WHICH SUCH TRUSTEE HAS ALLEGIANCE, HAS A PERSONAL INTEREST THAT MAY BE SEEN AS COMPETING WITH THE INTEREST OF THE CORPORATION. ANY TRUSTEE WHO BELIEVES HE OR SHE MAY HAVE SUCH A CONFLICT-OF-INTEREST SHALL SO NOTIFY THE BOARD PRIOR TO DELIBERATION ON THE MATTER IN QUESTION, AND THE BOARD SHALL MAKE THE FINAL DETERMINATION AS TO WHETHER ANY TRUSTEE HAS A CONFLICT-OF-INTEREST IN ANY MATTER. THE MINUTES OF THE BOARD MEETING SHALL REFLECT DISCLOSURE OF ANY CONFLICT-OF-INTEREST AND THE RECUSAL OF THE INTERESTED TRUSTEE. FORM 990, PART VI, SECTION B, LINE 15A THE CHAIR OF THE BOARD OF TRUSTEES NEGOTIATED THE EMPLOYMENT CONTRACT FOR THE CEO WITH GUIDANCE AND REVIEW BY THE BOARD'S EXECUTIVE COMMITTEE. THE REVIEWS INCLUDED THE ANNUAL COMPENSATION, THE DEFERRED COMPENSATION AND THE SEVERANCE PACKAGES. THE EMPLOYMENT CONTRACT INCLUDES THE INCREASE METHODOLOGY FOR EACH YEAR OF THE CONTRACT. THE CHAIR AND THE COMMITTEE USED THE SERVICES OF DIANE SELTZER, COUNSEL. THE EXECUTIVE COMMITTEE DOES NOT MAINTAIN SEPARATE MINUTES. THE ORGANIZATION HAS AN EXECUTIVE COMPENSATION PROCESS FOR OTHER SENIOR MANAGERS WHICH IS NOT REVIEWED BY THE BOARD OF TRUSTEES, BUT IS BASED ON COMPENSATION STUDIES FOR EACH POSITION. THE LAST EXECUTIVE COMPENSATION STUDY TOOK PLACE IN 2024. THE CEO AND DEPUTY CEO CONDUCT ANNUAL PERFORMANCE REVIEWS FOR THE COO AND DIRECTOR OF FINANCE AND BASE COMPENSATION CHANGES ON THOSE REVIEWS AND THE SALARY STRUCTURE OF THE LEADERSHIP TEAM. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, NOR ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: ELIMINATION OF INTERCOMPANY DUE TO/DUE FROM BALANCE 5,394,129. ST JOHN'S COMMUNITY SERVICES FOUNDATION 901 D STREET SW SUITE 800 WASHINGTON DC 20024 522137200 CHARITABLE FOUNDATION DC 501(C)(3) 12 - TYPE 1 ST JOHN'S COMMUNITY SERVICES 1 ST JOHN'S COMMUNITY SERVICES - DISTRICT OF COLUMBIA 901 D STREET SW SUITE 800 WASHINGTON DC 20024 522166507 TO SERVE INDIVIDUALS WITH DISABILITIES DC 501(C)(3) 10 ST JOHN'S COMMUNITY SERVICES 1 ST JOHN'S COMMUNITY SERVICES - PENNSYLVANIA 1080 N DELAWARE AVENUE 302 PHILADELPHIA PA 19195 522198798 TO SERVE INDIVIDUALS WITH DISABILITIES PA 501(C)(3) 10 ST JOHN'S COMMUNITY SERVICES 1 ST JOHN'S COMMUNITY SERVICES - TENNESSEE 7891 STAGE HILLS ROAD 116 BARTLETT TN 38133 621781336 TO SERVE INDIVIDUALS WITH DISABILITIES TN 501(C)(3) 10 ST JOHN'S COMMUNITY SERVICES 1 ST JOHN'S COMMUNITY SERVICES - VIRGINIA 7611 LITTLE RIVER TURNPIKE 203W ANNANDALE VA 22003 541944265 TO SERVE INDIVIDUALS WITH DISABILITIES VA 501(C)(3) 10 ST JOHN'S COMMUNITY SERVICES 1 COMMUNITY DEVELOPMENTAL SERVICES HOUSING CORPORATION 134 E HEIGHTS DRIVE MARTIN TN 38237 621084287 PROVIDE HOUSING FOR LOW INCOME HANDICAPPED ADULTS TN 501(C)(3) 10 N/A 0 JWC HOUSING CORPORATION 134 E HEIGHTS DRIVE MARTIN TN 38237 581736428 PROVIDE HOUSING FOR LOW INCOME AND MODERATE INCOME HANDICAPPED ADULTS TN 501(C)(3) 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 SCHEDULE R, PART V ST. JOHN'S COMMUNITY SERVICES (SJCS) ACTS AS THE CORPORATE AND ADMINISTRATIVE HUB FOR ITS SUBSIDIARIES. THIS ACCOUNTING TREATS THE SUBSIDIARIES AS DEPARTMENTS OF SJCS. ALL INCOME AND EXPENSES OF THE SUBSIDIARIES FLOW THROUGH THE HEADQUARTERS WITH THE AMOUNTS BEING ALLOCATED TO THE SUBSIDIARIES AS APPROPRIATE. THIS INCLUDES PAYROLL. THEREFORE, THERE IS LITTLE OR NO ACTUAL CASH BEING TRANSFERRED BETWEEN THE PARENT COMPANY AND THE SUBSIDIARIES.