2025-05-14T11:05:20-05:00 2024-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2023-07-01 237313698 PATH (PEOPLE ACTING TO HELP) INC PATH 2157284599 1919 COTTMAN AVENUE PHILADELPHIA PA 19111 ELIZABETH ANDL-PETKOV PRESIDENT/CEO 2157284599 2025-05-08 1 1 KERRI N BOGDA CPA P00760402 7177404863 2025-05-08 2023 2025-03-06 01:10:19Z ELIZABETH ANDL-PETKOV 1919 COTTMAN AVENUE PHILADELPHIA PA 19111 50768289 0 X WWW.PATHCENTER.ORG X 1973 PA PATH PROVIDES ASSISTANCE TO PEOPLE WITH BEHAVIORAL HEALTH NEEDS AND INTELLECTUAL DISABILITIES. 7 7 764 7 0 0 332744 789115 47745927 44055983 1276742 388647 89897 1327917 49445310 46561662 0 0 0 0 35725565 36917550 0 0 0 13310503 11208009 49036068 48125559 409242 -1563897 90364909 88667128 37609883 35021492 52755026 53645636 X PATH'S PURPOSE IS TO PROMOTE THE WELLBEING OF INDIVIDUALS WITH BEHAVIORAL HEALTH NEEDS AND THOSE WITH INTELLECTUAL DISABILITIES. PATH'S MISSION IS HELPING INDIVIDUALS ACHIEVE A MORE INDEPENDENT AND FULFILLING LIFE. THROUGH THIS MISSION, PATH HELPS INDIVIDUALS TO: - DISCOVER THEIR STRENGTHS - MEET LIFE CHALLENGES - RECOGNIZE AND PROVIDE OPPORTUNITIES FOR GROWTH - ENJOY MEANINGFUL RELATIONSHIPS - BE EMPOWERED TO RECOGNIZE THEIR WORTH - FEEL VALUED AS ACTIVE MEMBERS OF THEIR COMMUNITY 0 0 22560656 0 20663525 BEHAVIORAL HEALTH ADULT SERVICES:PATH PROVIDES A WIDE RANGE OF MENTAL AND SUBSTANCE ABUSE SERVICES. INDIVIDUALS AND THEIR FAMILIES MAY RECEIVE SERVICES FOR A WDIE RANGE OF CHALLENGES THAT MAY INCLUDE LOSS, TRAUMA, DEPRESSION, BEHAVIORAL PROBRLEMS, POOR SCHOOL OR WORK PERFORMANCE, RELATIONSHIP STRUGGLES, TRANSITIONAL LIFE CONCERNS AND SERIOUS PERSISTENT MENTAL ILLNESS. UPON ADMISSION, THE INDIVIDUAL RECEIVES A COMPREHENSIVE ASSESSMENT WHICH HELPS TO DETERMINE THE LEVEL OF SERVICE THAT BEST MEETS THE NEEDS OF THE INDIVIDUAL AND HIS/HER FAMILY. PATH IS COMMITTED TO THE BELIEF THAT INDIVIDUALS CAN AND DO RECOVER FROM MENTAL ILLNESS AND/OR SUBSTANCE ABUSE PROBLEMS. PATH OFFERS A VARIETY OF SERVICES AVAILABLE TO HELP INDIVIDUALS RESOLVE CONFLICTS AND DEVELOP. 18874659 0 23323435 INTELLECTUAL DISABILITIES SERVICES:IN KEEPING WITH PATH'S MISSION TO OFFER SERVICES THAT FACILITATE AN INDIVIDUAL BECOMING AS INDEPENDENT AS POSSIBLE, INDIVIDUALS WITH INTELLECTUAL DISABILITIES CAN RECEIVE SERVICES WHICH RANGE FROM THOSE WHICH ARE INTENSIVE AND HIGHLY STRUCTURED TO THOSE WHICH OFFER MINIMAL SUPPORT. SINCE INDIVIDUALS' NEEDS MAY CHANGE OVER TIME, PATH OFFERS FLEXIBILITY IN HOW WE DELIVER SERVICES SO THAT INDIVIDUALS CAN BE SUPPORTED AS THEIR NEEDS CHANGE. ALL OF PATH'S SERVICES ARE INTENDED TO MAXIMIZE EACH INDIVIDUAL'S PERSONAL GROWTH TOWARD INDEPENDENCE WITHIN AN ATMOSPHERE THAT STRESSES THE INDIVIDUAL'S DIGNITY AND SELF-WORTH. INDIVIDUALS WHO RECEIVE SERVICES LIVE IN THE COMMUNITY WITH THEIR FAMILIES OR IN A SMALL RESIDENTIAL HOME LOCATED IN PATH'S SERVICE AREA.PATH PROVIDES COMMUNITY LIVING ARRANGEMENTS (CLA) WHICH OFFER SUPERVISED RESIDENTIAL SERVICES TO INDIVIDUALS WITH INTELLECTUAL DISABILITIES. INDIVIDUALS ARE PROVIDED A FAMILY-TYPE ATMOSPHERE WITH ONE OF THREE INDIVIDUALS LIVING WITHIN EACH HOME. 262062 0 69023 ADDITIONAL EXPENSES WERE PART OF A PROGRAM WIDE INITIATIVE TO SUPPORT RECRUITMENT AND RETENTION EFFORTS. THIS ENABLED THE PROGRAMS TO ADDRESS STAFFING SHORTAGES THAT WOULD IMPACT SERVICES. 41697377 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 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 13 0 764 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X JESSICA VARELA CORREA COO 2157284597 1919 COTTMAN AVENUE PHILADELPHIA PA 19111 BRAD NEWMAN ESQ CHAIRPERSON 2.00 1.00 X X 0 0 0 DOROTHY LYNCH VICE CHAIRPERSON 2.00 1.00 X X 0 0 0 JEFF BROWN TREASURER 2.00 1.00 X X 0 0 0 MARYANN PARROTTI SECRETARY 2.00 1.00 X X 0 0 0 VERONICA BASHIR DIRECTOR 2.00 1.00 X 0 0 0 CHEREE BIRCH DIRECTOR 2.00 1.00 X 0 0 0 HELEN WIGGINS DIRECTOR 2.00 1.00 X 0 0 0 SHERRIE LEVIN DIRECTOR (UNTIL 02/24) 2.00 1.00 X 0 0 0 ELIZABETH ANDL-PETKOV PRESIDENT/ CEO 40.00 1.00 X 475645 0 56601 JESSICA VARELA CORREA COO 40.00 0.00 X 125095 0 9552 WINIFRED NAGLE CAO 40.00 0.00 X 156240 0 18673 DONNA MACERA-BOURGEOIS CRO 40.00 0.00 X 173156 0 15788 MARIE KEARNS BH DIRECTOR 40.00 0.00 X 230674 0 15943 SMITA ANTIA ACTING MEDICAL DIRECTOR 40.00 0.00 X 313008 0 35295 WILLIAM SCHOPPE ID DIRECTOR 40.00 0.00 X 198487 0 43031 STUART LEVINSON PSYCHIATRIST 37.50 0.00 X 286502 0 40705 ISABELLA SOSNOVSKY PSYCHIATRIST 33.00 0.00 X 248191 0 36588 FELICE SROLIS PROGRAM DIRECTOR 40.00 0.00 X 147716 0 10100 MICHAEL LEWINSKY CISO 40.00 0.00 X 145724 0 14572 HEATHER CIOCIOLA PROGRAM DIRECTOR 40.00 0.00 X 143319 0 15494 2643757 0 312342 35 0 1 0 LAW OFFICES OF DANIEL P MCELHATTON LC 2000 MARKET STREET STE 1470 PHILADELPHIA PA 19103 LEGAL SVC. 115673 1 184000 598491 6624 789115 INTELLECTUAL DISABILITIES 624100 23323435 23323435 BEHAVIORAL HEALTH 624100 20663525 20663525 OTHER PROGRAM REVENUE 624100 69023 69023 44055983 767165 767165 31124 74873 -43749 -43749 -43749 3753236 4034286 97468 -281050 -97468 -378518 -378518 BAD DEBT RECOVERY 900099 1249731 1249731 CONTRACTS AND REIMBURSEMENTS 900099 121935 121935 1371666 46561662 44055983 0 1716564 2001020 1139166 861854 28065061 26429284 1635777 804042 777435 26607 3921495 3567648 353847 2125932 1915243 210689 35072 28848 6224 115984 45051 70933 123415 47938 75477 108519 108519 1702768 661403 1041365 1231794 714226 517568 2669349 2532818 136531 1095163 1078272 16891 58411 22689 35722 611156 2043 609113 964079 466624 497455 EQUIPMENT EXPENSE 881048 773053 107995 PROGRAM SUPPLIES 812392 752895 59497 MAINTENANCE AND REPAIRS 430565 377788 52777 PURCHASED TREATMENT 357051 355086 1965 11243 9867 1376 48125559 41697377 6428182 0 36252 36114 7284836 2115425 5350930 6198611 15308600 15308600 203517 672104 20460872 8661583 12018739 11799289 21908746 24488902 13454833 13454833 14709932 14500177 88524 93073 90364909 88667128 4069851 3335463 310284 0 14924231 12546244 18305517 19139785 37609883 35021492 X 52755026 53645636 52755026 53645636 90364909 88667128 -1563897 2454507 0 X 0 1 X 1 1 1 X 201823 492924 342058 332744 789115 2158664 44012857 47026398 50603535 47745927 44055983 233444700 44214680 47519322 50945593 48078671 44845098 235603364 0 0 0 235603364 477262 514411 957002 784903 798289 3531867 477262 514411 957002 784903 798289 3531867 84652 1371666 1456318 44691942 48033733 51902595 48948226 47015053 240591549 0.97930 0.98610 0.01470 0.01350 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2022 AMOUNT: $ 477. REBATES AND OTHER INCOME - 2022 AMOUNT: $ 84,175. BAD DEBT RECOVERY - 2023 AMOUNT: $ 1,249,731. CONTRACTS AND REIMBURSEMENTS - 2023 AMOUNT: $ 121,935. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 666645 666645 18588427 8029608 10558819 830649 470220 360429 375151 161755 213396 11799289 INVESTMENTS IN AFFILIATES 13454833 C 13454833 DUE TO RELATED PARTIES 4194729 LEASE LIABILITIES 14945056 19139785 48982523 2454507 -108519 2345988 46636535 -74873 -74873 46561662 48091913 74873 74873 48017040 108519 108519 48125559 PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -108,519. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -74,873. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 74,873. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 108,519. X X X 0 0 0 0 0 0 0 0 0 ELIZABETH ANDL-PETKOV PRESIDENT/ CEO 381466 0 8672 0 85507 0 27000 0 29601 0 532246 0 0 0 SMITA ANTIA ACTING MEDICAL DIRECTOR 309288 0 3720 0 0 0 30000 0 5295 0 348303 0 0 0 STUART LEVINSON PSYCHIATRIST 280559 0 5943 0 0 0 30000 0 10705 0 327207 0 0 0 ISABELLA SOSNOVSKY PSYCHIATRIST 244274 0 3917 0 0 0 30000 0 6588 0 284779 0 0 0 MARIE KEARNS BH DIRECTOR 229011 0 1663 0 0 0 4800 0 11143 0 246617 0 0 0 WILLIAM SCHOPPE ID DIRECTOR 192088 0 6399 0 0 0 30000 0 13031 0 241518 0 0 0 DONNA MACERA-BOURGEOIS CRO 163471 0 9685 0 0 0 3600 0 12188 0 188944 0 0 0 WINIFRED NAGLE CAO 156037 0 203 0 0 0 14000 0 4673 0 174913 0 0 0 MICHAEL LEWINSKY CISO 143602 0 2122 0 0 0 11213 0 3359 0 160296 0 0 0 HEATHER CIOCIOLA PROGRAM DIRECTOR 141396 0 1923 0 0 0 10800 0 4694 0 158813 0 0 0 FELICE SROLIS PROGRAM DIRECTOR 140837 0 6879 0 0 0 10100 0 0 0 157816 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S PRESIDENT AND CEO WILL PERFORM AN INITIAL REVIEW OF THE FORM 990. THE FORM 990 WILL THEN BE PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO THE RETURN BEING FILED FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD DISCLOSES CONFLICTS OF INTEREST ANNUALLY. IN ADDITION, INDIVIDUAL BOARD MEMBERS DISCLOSE POSSIBLE CONFLICTS OF INTEREST AS SITUATIONS ARISE WHICH ARE EVALUATED BY THE BOARD TO DETERMINE CONFLICT OF INTEREST. IF A CONFLICT DEVELOPS, THE CEO WILL DETERMINE THE BEST OPTION TO ENSURE ANY CONFLICT DOES NOT AFFECT THE OPERATIONS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15 FORM 990, PART VI LINE 15A - COMPENSATION PROCESS FOR TOP OFFICIAL: THE BOARD OF DIRECTORS, WHO ARE ALL INDEPENDENT PERSONS AND HAVE NO PERSONAL RELATIONSHIP TO THE CEO, DETERMINE HER COMPENSATION. THE BOARD REVIEWS THE ACCOMPLISHMENTS OF THE CEO USING COMPARATIVE COMPENSATION AND BENEFITS DATA OF CEOS IN SIMILAR SIZE AND TYPE OF ORGANIZATIONS THAT IS PROVIDED BY AN INDEPENDENT SOURCE. AN INDEPENDENT COMPENSATION CONSULTANT WAS ENGAGED TO RESEARCH AND ANALYZE COMPARATIVE SALARY AND BENEFIT DATA AND MAKE RECOMMENDATIONS TO THE BOARD OF DIRECTORS ON A COMPREHENSIVE COMPENSATION PACKAGE AND SINCE THEN THE CEO RECEIVES THE SAME PERCENTAGE INCREASE AS ALL OTHER EMPLOYEES RECEIVE. THE CEO IS COMPENSATED FOR THE OPERATIONS OF PATH, INC. GROUP HOMES AND PATH HOUSING ASSOCIATES, INC. THE BOARD OF DIRECTORS MEET TO DISCUSS AND DETERMINE THE CEO'S CONTRACT WHICH IS DOCUMENTED IN THE CORPORATE FILES. FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS: THE CEO REVIEWS AND APPROVES THE COMPENSATION FOR KEY EMPLOYEES. THE CEO IS INDEPENDENT AND HAS NO PERSONAL RELATIONSHIP TO ANY OF THE KEY EMPLOYEES. EACH YEAR, AS PART OF THE BUDGET REVIEW, THE CEO RECOMMENDS THE ANNUAL PERCENTAGE INCREASE IN COMPENSATION TO THE BOARD OF DIRECTORS FOR THEIR APPROVAL. THE CEO UTILIZES COMPARATIVE DATA AS WELL AS ANNUAL EMPLOYEE EVALUATIONS TO DETERMINE THE PERCENTAGE OF INCREASES IN COMPENSATION FOR ALL EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PATH HOUSING ASSOCIATES INC 1919 COTTMAN AVENUE PHILADELPHIA PA 19111 222533230 HOUSING PA 501(C)(3) LINE 7 N/A 0 PATH INC WORKERS' COMPENSATION SELF-INSURANCE TRUST 1919 COTTMAN AVENUE PHILADELPHIA PA 19111 237870577 HEALTHCARE PA 501(C)(3) LINE 12A, I N/A 0 LARKSPUR HEALTHCARE NETWORK INC 4641 ROOSEVELT BOULEVARD PHILADELPHIA PA 19124 232959207 HEALTHCARE PA 501(C)(3) LINE 7 N/A 0 PATH FOUNDATION 1919 COTTMAN AVENUE PHILADELPHIA PA 19111 881495715 SUPPORTING ORGANIZATION PA 501(C)(3) LINE 12A, I PATH INC 1 PATH LLC 8220 CASTOR AVE PHILADELPHIA PA 19152 842862442 HOLD TITLE PA PATH MM RELATED -227107 33766127 0 1 0.90000 PATH MASTER TENANT LLC 8220 CASTOR AVE PHILADELPHIA PA 19152 842912006 HOLD TITLE PA INVESTMENT -761 182937 0 0 0.01000 PATH MANAGING MEMBER LLC 8220 CASTOR AVE PHILADELPHIA PA 19152 842868200 HOLD TITLE PA PATH INC C 377737 1.00000 1 PATH MT MM INC 8220 CASTOR AVE PHILADELPHIA PA 19152 842929364 HOLD TITLE PA PATH INC C 286 26058 1.00000 1 0 0 1 0 1 0 0 0 0 0 1 1 0 0 1 0 0 1 0 PATH MASTER TENANT LLC E 3068789 COST PATH LLC C 184000 COST PATH MASTER TENANT LLC K 1043256 COST PATH LLC K 967812 COST SCHEDULE R - ADDITIONAL INFORMATION: IN NOVEMBER 2019, PATH, INC. FORMED FOUR FOR-PROFIT SPECIAL PURPOSE ENTITIES IN ORDER TO OBTAIN FUNDING FOR THE PURCHASE AND DEVELOPMENT OF A BUILDING THROUGH THE HISTORIC TAX CREDIT (HTC) AND NEW MARKETS TAX CREDIT (NMTC) PROGRAMS OF THE U.S. TREASURY AND IRS. THE BUILDING PURCHASED IS A DESIGNATED HISTORIC PROPERTY FOR HTC PURPOSES. THE NEW ENTITIES' INVOLVEMENT IN THE PROJECT CONSISTS SOLEY OF THE ACQUISITION OF THE PROPERTY, THE DEVELOPMENT AND CONSTRUCTION OF THE IMPROVEMENTS, AND THE FUTURE LEASING OF THE PROPERTY TO PATH, INC. PART III - RELATED ORGANIZATIONS TAXABLE AS A PARTNERSHIP THE AMOUNTS LISTED FOR SHARE OF TOTAL INCOME, LINES 1(F) AND 2(F) AND SHARE OF END-OF-YEAR ASSETS, LINES 1(G) AND 2(G), REFLECT 100% OF THE NOTED LLC'S TOTAL INCOME AND END-OF-YEAR ASSETS. THE ORGANIZATION, WHILE ONLY HAVING A PERCENTAGE OF OWNERSHIP, EXERCISES FULL CONTROL AND THEREFORE IS LISTING THE TOTAL SHARE OF INCOME AND END-OF-YEAR ASSETS. THESE ITEMS WERE NOT CONSOLIDATED INTO THE INCOME AND ASSETS OF PATH, INC. FOR THE PURPOSES OF THE FORM 990.