2025-11-13T14:49:02-06:00 2024-12-31 750786316 WEAVER AND TIDWELL LLP 2300 N FIELD ST STE 1000 DALLAS TX 75201 990 2024-01-01 752483918 DISABILITY SERVICES OF THE SOUTHWEST INC DISA 2107980123 6243 IH-10 WEST SUITE 395 SAN ANTONIO TX 78201 LAURIE LYSSY CFO 2107856603 2025-11-12 0 1 SARA BURKHART P01435955 9724901970 2024 2025-03-06 01:10:19Z LAURIE LYSSY 6243 IH-10 WEST SUITE 395 SAN ANTONIO TX 78201 30027398 0 X WWW.DSSWTX.ORG X 1993 TX TO CREATE AN ENVIRONMENT THAT PROVIDES OPPORTUNITIES FOR THE DISABLED. 10 7 1446 0 0 0 180509 0 45257516 29411973 540581 615052 17202 373 45995808 30027398 0 0 0 0 25802197 26529557 0 0 0 19807310 4194549 45609507 30724106 386301 -696708 27614271 27684057 17487273 18409370 10126998 9274687 X DSSW IS DEDICATED TO HELPING PEOPLE WITH DISABILITIES REACH THEIR HIGHEST LEVEL OF INDEPENDENCE BY PROVIDING QUALITY AND COST EFFECTIVE SUPPORT SERVICES. WE ARE THE BRIDGE THAT ENABLES INDIVIDUALS TO STAY IN THEIR HOME AND WITH THEIR FAMILY AND FRIENDS. OUR CARE TEAM IS AS DIVERSE AS THOSE WE SERVE. WE ARE UNITED BY COMPASSION AND ARE DRIVEN BY OUR RESPONSIBILITY TO THE COMMUNITY. 0 0 30095056 26982635 CLASS - COMMUNITY LIVING ASSISTANCE AND SUPPORT SERVICES: THIS PROGRAM ASSISTS THE DISABLED IN ACHIEVING COMMUNITY INTEGRATION. WORKING IN COORDINATION WITH A DIRECT SERVICE AGENCY THE PROGRAM SEEKS TO OFFER PERSONAL CARE ASSISTANCE, THERAPIES, ADAPTIVE AIDS, AND HOME MODIFICATIONS. 813692 PHC/OTHER PROGRAMS - PRIMARY HOME CARE: STATE MEDICAID PLANPROGRAM WHICH OFFERS PERSONAL CARE AND HOME ASSISTANCE. 1500895 DBMD - DEAF-BLIND WITH MULTIPLE DISABILITIES: MEDICAID WAIVER PROGRAM WHICH COORDINATES SERVICES WITH THE APPROPRIATE DIRECT SERVICE AGENCY TO OFFER PERSONALIZED ASSISTANCE, THERAPIES, ADAPTIVE AIDS AND HOME MODIFICATIONS. 114751 STAR PLUS 114751 30095056 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 1 283 0 1 1446 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 7 1 1 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 1 0 TX X LAURIE LYSSY 2107980123 6243 IH-10 WEST STE 395 SAN ANTONIO TX 78201 DK EVERITT BOARD MEMBER 1.00 X 18000 0 0 GREGORY MUENSTER BOARD MEMBER 1.00 X 18000 0 0 JAMES ALLEN BOARD MEMBER 1.00 X 12000 0 0 LAURIE PACKARD BOARD MEMBER 1.00 X 15000 0 0 MARY WALDEN BOARD MEMBER 1.00 X 18000 0 0 PAUL PERRY BOARD MEMBER 1.00 X 18000 0 0 RANDALL FIELDS BOARD MEMBER 1.00 X 15000 0 0 JOHN BONFARDECI BOARD MEMBER 1.00 X 15000 0 0 LAWRENCE N BAKER CEO 1.00 40.00 X X 15000 494854 0 FRANK FELICELLA TREASURER 1.00 40.00 X X 15000 283038 0 HELEN BAKER VICE PRESIDENT 1.00 40.00 X X 3000 133531 0 LAURIE LYSSY CFO 1.00 40.00 X 0 420762 0 162000 1332185 0 0 0 1 0 BLUE SKY ABILITIES LLC PO BOX 151173 AUSTIN TX 78715 SPECIALIZED THERAPY 1565624 LANAI THERAPIES LLC 420 THROCKMORTON ST 200 FORT WORTH TX 76102 SPECIALIZED THERAPY 937144 TOLDSON THERAPY 200 S 14TH STREET SUITE 100 MIDLOTHIAN TX 76065 SPECIALIZED THERAPY 643581 ABUNDANT LIFE THERAPIES LLC 7 BROOKHAVEN DR ALLEN TX 75002 SPECIALIZED THERAPY 601248 REC THERAPY NOW LLC 3508 SAN BAR LANE COLLEYVILLE TX 76034 SPECIALIZED THERAPY 387887 34 MEDICARE/MEDICAID PMTS 624100 29411973 29411973 29411973 589219 589219 25833 0 25833 25833 25833 OTHER INCOME 900099 373 373 373 30027398 29411973 0 615425 162000 162000 23072410 21064135 2008275 82751 64531 18220 1386522 1272946 113576 1825874 1675526 150348 1764431 1764431 26264 26264 77663 77663 -1869832 3098438 -4968270 7835 291 7544 514022 163072 350950 1698579 4 1698575 1045100 650985 394115 181514 140515 40999 27089 7772 19317 747 747 229375 29737 199638 198743 4592 194151 EQUIPMENT LEASE 140126 109771 30355 PERSONNEL RECRUITMENT 88082 24260 63822 DUES & SUBSCRIPTIONS 28831 312 28519 LICENSES 17056 11014 6042 18924 11977 6947 30724106 30095056 629050 0 47349 582280 21133112 17191553 1991458 2368033 578649 579194 3540644 3045341 482250 495303 602591 147810 2778862 6319884 27614271 27684057 2867839 3762428 2838268 11781166 14646942 17487273 18409370 X 10126998 9274687 10126998 9274687 27614271 27684057 -696708 -155603 0 X X 0 1 X 1 0 X 180509 180509 28639215 28576708 45493453 45257516 29411973 177378865 28639215 28576708 45493453 45438025 29411973 177559374 0 0 0 177559374 11521 1320 131194 531406 589219 1264660 11521 1320 131194 531406 589219 1264660 17202 373 17575 28650736 28578028 45624647 45986633 30001565 178841609 0.99280 0.99580 0.00710 0.00410 X 500078 412875 87203 2525447 2327995 197452 515119 304471 210648 495303 FINANCE RIGHT-OF-USE ASSETS (NET) 15331 OPERATING RIGHT-OF-USE ASSETS (NET) 6234193 DEPOSITS 70360 6319884 COMPANY CELL PHONE INSURANCE 44233 INTERCOMPANY PAYABLES 8266038 OPERATING LEASE LIABILITY 6320202 FINANCE LEASE LIABILITY 16469 14646942 X PART X, LINE 2: DSSW IS A NOT-FOR-PROFIT ENTITY ORGANIZED AND OPERATED FOR CHARITABLE, RELIGIOUS AND EDUCATIONAL PURPOSES UNDER GAAP REQUIRES THAT THE COMPANIES RECOGNIZE THE IMPACT OF A TAX POSITION THAT IS MORE LIKELY THAN NOT TO BE DISALLOWED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY APPEALS OR LITIGATION PROCESSES, BASED UPON THE TECHNICAL MERITS OF THE POSITION. TAX POSITIONS TAKEN RELATED TO THE COMPANIES' TAX STATUS AND FEDERAL AND STATE FILING REQUIREMENTS HAVE BEEN REVIEWED, AND MANAGEMENT IS OF THE OPINION THAT THEY WOULD MORE LIKELY THAN NOT BE SUSTAINED BY EXAMINATION. ACCORDINGLY, THE COMPANIES HAVE NOT RECORDED AN INCOME TAX LIABILITY FOR UNCERTAIN TAX BENEFITS. AS OF DECEMBER 31, 2024, THE COMPANIES' TAX YEARS 2019 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION FOR FEDERAL TAX PURPOSES, AND 2020 AND THEREAFTER REMAIN SUBJECT TO EXAMINATION FOR STATE TAX PURPOSES. X 0 0 0 0 0 0 0 0 0 LAWRENCE N BAKER CEO 0 330983 0 105561 15000 58310 0 0 0 0 15000 494854 0 0 LAURIE LYSSY CFO 0 273811 0 101261 0 45690 0 0 0 0 0 420762 0 0 FRANK FELICELLA TREASURER 0 178555 0 59077 15000 45406 0 0 0 0 15000 283038 0 0 PART I, LINE 3 THE DSSW BOARD APPROVES THE BOARD STIPEND PAID TO THE CEO AS A BOARD MEMBER. THE CEO'S SALARY IS APPROVED AND PAID FOR BY A RELATED ENTITY WHICH OPERATES AS THE MANAGEMENT COMPANY FOR DSSW. FORM 990, PART VI, SECTION A, LINE 2 HELEN BAKER AND LAWRENCE N. BAKER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 3 DSSW MANAGEMENT INC, AN S CORP, PROVIDES THE EXECUTIVE STAFF TO DISABILITY SERVICES OF THE SOUTHWEST. THE EXECUTIVE STAFF CONSISTS OF THE CEO, CFO, PRESIDENT/COO, TREASURER AND VICE PRESIDENTS. ALL OTHER POSITIONS ARE PROVIDED BY DISABILITY SERVICES OF THE SOUTHWEST. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD IS SENT A DRAFT OF THE 990 FOR REVIEW. ALL QUESTIONS AND CONCERNS ARE SENT TO THE CFO TO DISCUSS WITH CPA FIRM PRIOR TO FINALIZING RETURN AND FILING IT WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C A CONFLICT OF INTEREST IS A QUESTIONNAIRE THAT IS COMPLETED AND SIGNED. FORM 990, PART VI, SECTION B, LINE 15B THE BOARD OF DISABILITY SERVICES OF THE SOUTHWEST IS THE COMPENSATION COMMITTEE. AS SUCH, IT DETERMINES THE COMPENSATION OF BOARD MEMBERS BASED UPON INDUSTRY COMPARABILITY DATA. THE COMMITTEE DOCUMENTS ITS DISCUSSION, DECISION AND COMMUNICATION OF THE COMPENSATION TO THE AFFECTED MEMBERS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CONSUMER DIRECTED SERVICES IN TEXAS INC 6243 IH-10 WEST SUITE 430 SAN ANTONIO TX 78201 270170081 HEALTH CARE TX AHT C 0 DSSW MANAGEMENT INC 6243 IH-10 WEST SUITE 430 SAN ANTONIO TX 78201 208682034 HEALTH CARE TX S 0 ADVANCE HI-TECH NURSING INC 6243 IH-10 WEST SUITE 375 SAN ANTONIO TX 78201 742377757 HEALTH CARE TX DSSW C 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 ADVANCE HI-TECH NURSING INC N 1029766 SHARING OF FACILITIES, EQUIPMENT ADVANCE HI-TECH NURSING INC O 145515 SHARING OF PAID EMPLOYEES DSSW MANAGEMENT INC N 154986 SHARING OF FACILITIES, EQUIPMENT ADVANCE HI-TECH NURSING INC D 8266038 BALANCED OWED AT YEAR END