2025-10-21T11:35:58-05:00 2024-12-31 390974031 WEGNER CPAS LLP 2921 LANDMARK PL STE 300 MADISON WI 537134236 990 2024-01-01 742736120 ST VINCENT DEPAUL REHABILITATION SERVICE OF TEXAS INC STVI 8882756915 4902 GROVER AVENUE AUSTIN TX 78756 BREE SARLATI PRESIDENT/CEO 8882756915 2025-10-16 1 1 JENNY TARKOWSKI CPA P00634290 6082744020 2025-10-16 2024 2025-03-06 01:10:19Z PEAK PERFORMERS BREE SARLATI 4902 GROVER AVENUE AUSTIN TX 78756 36539004 0 X PEAKPERFORMERS.ORG X 1994 TX SEE SCHEDULE O.NONPROFIT STAFFING AGENCY SETTING A NEW STANDARD OF EMPLOYMENT FOR PEOPLE WHO HAVE DISABILITIES AND CHRONIC MEDICAL CONDITIONS. 4 3 960 0 0 0 0 0 35068298 36127277 541706 411727 0 0 35610004 36539004 2750 0 0 0 30812502 32460912 0 0 0 1807040 1810301 32622292 34271213 2987712 2267791 21462705 24205131 1580816 2073882 19881889 22131249 SETTING A NEW STANDARD OF EMPLOYMENT FOR PEOPLE WHO HAVE DISABILITIES AND CHRONIC MEDICAL CONDITIONS. 0 0 25664604 0 36127277 PROVIDE TEMPORARY STAFFING SERVICES FOR PEOPLE WITH DISABILITIES. 25664604 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 12 0 960 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 3 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X BREE SARLATI 5124538833 4902 GROVER AVENUE AUSTIN TX 78756 BREE SARLATI PRESIDENT/CEO 40.00 X X 592685 0 24381 STACY ARMIJO VICE PRESIDENT 1.00 X X 25000 0 0 LUIS AGUILAR TREASURER 1.00 X X 25000 0 0 WILLIAM PASMORE SECRETARY 1.00 X X 25000 0 0 TRACY HELMS CONTROLLER (FROM JAN 2024) 40.00 X 142926 0 16458 MALLORY GOVERT CHIEF OPERATING OFFICER 40.00 X 301932 0 10347 JAMES LUCIER CHIEF GROWTH OFFICER 40.00 X 292214 0 23915 STEPHEN MOCK DIRECTOR OF NATIONAL PUBLIC SECTOR BUSINESS DEVELO 40.00 X 176090 0 24446 TIANA PAULSEN AGILE COACH 40.00 X 189533 0 0 BARRY DERSH DIRECTOR VII 40.00 X 173102 0 0 ANDREW AIHIE DATA SCIENTIST 40.00 X 170928 0 5457 PAMELA DURDEN FINANCIAL EXAMINER 40.00 X 151063 0 0 2265473 0 105004 9 0 1 0 0 EMPLOYMENT SERVICE FEES 561300 36111968 36111968 15309 15309 36127277 411727 411727 36539004 36127277 0 411727 1479858 1479858 27386629 23040623 4346006 1109733 583830 525903 2484692 2011150 473542 43343 43343 43522 43522 156422 2146 154276 118132 118132 65049 65049 374829 374829 412499 412499 182084 182084 22854 22854 110684 110684 164868 164868 DUES AND SUBSCRIPTIONS 46213 46213 BAD DEBT AND CREDIT CAR 13236 13236 56566 26855 29711 34271213 25664604 8606609 0 7406270 4026831 10578194 9095403 2532507 2608874 86521 261323 8189541 485625 232609 7703916 626604 508784 21462705 24205131 470908 817545 519138 519138 590770 737199 1580816 2073882 X 0 0 0 0 19881889 22131249 19881889 22131249 21462705 24205131 2267791 -18431 0 X 0 0 0 X 2824155 2824155 28558488 37268379 30240640 35068298 36127277 167263082 28558488 40092534 30240640 35068298 36127277 170087237 0 0 0 170087237 210 49524 541706 411727 1003167 210 49524 541706 411727 1003167 218 233 11841 12292 28558916 40092767 30302005 35610004 36539004 171102696 0.99410 0.99610 0.00590 0.00380 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 218. 2021 AMOUNT: $ 233. 2022 AMOUNT: $ 11,841. 6900000 6900000 974750 443335 531415 314791 42290 272501 7703916 DEFERRED 457(F) COMPENSATION PLAN 327734 RIGHT OF USE LEASE LIABILITY 152717 IRS REFUND ERROR 256748 737199 X X X X 0 1 0 0 0 0 0 0 0 BREE SARLATI PRESIDENT/CEO 467654 0 125031 0 0 0 0 0 24381 0 617066 0 0 0 JAMES LUCIER CHIEF GROWTH OFFICER 249995 0 42219 0 0 0 0 0 23915 0 316129 0 0 0 MALLORY GOVERT CHIEF OPERATING OFFICER 246542 0 55390 0 0 0 0 0 10347 0 312279 0 0 0 STEPHEN MOCK DIRECTOR OF NATIONAL PUBLIC SECTOR B 174990 0 1100 0 0 0 0 0 24446 0 200536 0 0 0 TIANA PAULSEN AGILE COACH 189533 0 0 0 0 0 0 0 0 0 189533 0 0 0 ANDREW AIHIE DATA SCIENTIST 170928 0 0 0 0 0 0 0 5457 0 176385 0 0 0 BARRY DERSH DIRECTOR VII 173102 0 0 0 0 0 0 0 0 0 173102 0 0 0 TRACY HELMS CONTROLLER (FROM JAN 2024) 142926 0 0 0 0 0 0 0 16458 0 159384 0 0 0 PAMELA DURDEN FINANCIAL EXAMINER 151063 0 0 0 0 0 0 0 0 0 151063 0 0 0 PART I, LINE 4B THE ORGANIZATION'S PRESIDENT/CEO PARTICIPATES IN A 457F DEFERRED COMP PLAN, BUT HAD NO CONTRIBUTIONS TO, OR DISTRIBUTIONS FROM THE PLAN IN 2024. BREE SARLATI PRESIDENT/CEO ACCRUED MANAGEMENT FEE X 519138 519138 0 1 1 519138 FORM 990, PART VI, SECTION A, LINE 8B NO COMMITTEES WERE IN EXISTENCE DURING THE REPORTING YEAR. FORM 990, PART VI, SECTION B, LINE 11B THE PREPARED FORM 990 IS REVIEWED AND APPROVED BY THE MEMBERS OF THE GOVERNING BODY BEFORE THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE PURPOSE OF THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS TO PROTECT THE INTERESTS OF THE ORGANIZATION WHEN IT IS CONTEMPLATING ENTERING INTO A TRANSACTION OR ARRANGEMENT THAT MIGHT BENEFIT OR APPEAR TO BENEFIT THE PRIVATE INTEREST OF ANY PRESENT OR FORMER DIRECTOR, OFFICER, EMPLOYEE, OR VOLUNTEER ("INTERESTED PERSON"), INDIRECTLY BENEFIT A RELATED PARTY, OR RESULT IN A POSSIBLE EXCESS BENEFIT TRANSACTION. AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF ANY ACTUAL, POTENTIAL, OR PERCEIVED CONFLICT OF INTEREST AS SOON AS SUCH INTERESTED PERSON IDENTIFIES THAT THERE MAY BE A CONFLICT OF INTEREST, AND BEFORE THE ORGANIZATION ENTERS INTO THE PROPOSED TRANSACTION OR ARRANGEMENT THAT GIVES RISE TO THE CONFLICT OF INTEREST. THE BOARD MEMBERS, OTHER THAN THE CONFLICTED INTERESTED PERSON(S), SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. IF THE REMAINING BOARD DETERMINES BY MAJORITY VOTE THAT NO CONFLICT EXISTS, NO FURTHER REVIEW OF THE TRANSACTION BY THE BOARD IS REQUIRED IF NOT ORDINARILY REQUIRED IN THE NORMAL COURSE OF BUSINESS. THE DISCUSSION AND DETERMINATION OF THE EXISTENCE OF A CONFLICT OF INTEREST SHALL BE DOCUMENTED. THE DETERMINATION THAT A CONFLICT OF INTEREST EXISTS SHALL NOT PRECLUDE THE BOARD (OTHER THAN THE CONFLICTED INTERESTED PERSON(S)) FROM APPROVING THE MATTER, BUT SUCH DETERMINATION SHALL REQUIRE THE BOARD TO FOLLOW THE POLICY PROCEDURES. TO ADDRESS A CONFLICT OF INTEREST, AN INTERESTED PERSON MAY MAKE A PRESENTATION AT THE BOARD MEETING, BUT AFTER THE PRESENTATION, THE INTERESTED PERSON SHALL LEAVE THE MEETING DURING THE DISCUSSION OF, AND THE VOTE ON, THE TRANSACTION OR ARRANGEMENT INVOLVING THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 IN ADDITION TO REVIEWING THE PERFORMANCE OF THE PRESIDENT/CEO, THE BOARD OF DIRECTORS PERIODICALLY ENGAGES A THIRD PARTY, INDEPENDENT COMPENSATION CONSULTANT TO ESTABLISH THE MARKET COMPENSATION RANGE FOR THE PRESIDENT/CEO AND KEY EXECUTIVE EMPLOYEES. THIS CONSULTANT GENERALLY ESTABLISHES THIS RANGE BY IDENTIFYING THE COMPENSATION OF A PARALLEL POSITION AT COMPARABLE ORGANIZATIONS AND TAKING VARIOUS FACTORS INTO ACCOUNT, INCLUDING BUT NOT LIMITED TO: EACH APPLICABLE ORGANIZATION'S INDUSTRY, GEOGRAPHIC REGION, COMPLEXITY, SIZE, AND TAX STATUS. THE BOARD REVIEWS THE INFORMATION FROM ITS COMPENSATION CONSULTANT AND ANY OTHER RELEVANT INFORMATION, DISCUSSES SUCH INFORMATION OUTSIDE OF THE PRESENCE OF THE PRESIDENT/CEO, AND AUTHORIZES, ON THE RECORD, ANY CHANGES TO THE PRESIDENT/CEO'S COMPENSATION. THE PROCESS FOR DETERMINING COMPENSATION OF OTHER KEY EXECUTIVE EMPLOYEES GENERALLY FOLLOWS THE PROCESS USED FOR ALL EMPLOYEES, WITH DELIBERATION FROM THE BOARD AND THE INFORMATION PROVIDED BY THE COMPENSATION CONSULTANT FACTORING INTO KEY EXECUTIVE EMPLOYEE COMPENSATION DECISIONS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. ST VINCENT DEPAUL REHABILITATION SERVICE OF TEXAS INC 4902 GROVER AVENUE AUSTIN TX 78756 932457685 EMPLOYMENT FOR PEOPLE WHO HAVE DISABILITIES PA 501(C)(3) LINE 7 ST VINCENT DEPAUL REHABILITATION SERVICE OF TEXAS INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0