2025-05-05T09:52:21-05:00 2024-06-30 231980475 KREISCHER MILLER 100 WITMER ROAD SUITE 350 HORSHAM PA 190442369 990 2023-07-01 231352361 FAMILY SERVICE OF MONTGOMERY COUNTY PA FAMI 6106302111 3125 RIDGE PIKE EAGLEVILLE PA 19403 KELLY CANALLY CEO 6106302111 2025-05-01 1 1 KOMAL DATE P01423236 2154414600 2023 2025-03-06 01:10:19Z FAMILY SERVICES KELLY CANALLY 3125 RIDGE PIKE EAGLEVILLE PA 19403 15089924 0 X WWW.FSMONTCO.ORG X 1900 PA STRENGTHEN THE QUALITY OF LIFE FOR INDIVIDUALS AND FAMILIES IN OUR COMMUNITY. 14 14 75 269 0 0 765340 11670846 17884212 2982369 89183 226580 21650 5436 18760385 14885231 0 0 0 0 4103920 3842486 0 0 203204 13838010 10113561 17941930 13956047 818455 929184 10043711 10050195 2076299 628982 7967412 9421213 X SEE SCHEDULE O 0 0 3877678 PREVENTION - SCHOOL BASED, IN-HOME AND COMMUNITY-BASED SERVICES ARE OFFERED AS PREVENTION AND EARLY INTERVENTION PROGRAMS AIMED AT ENHANCING THE QUALITY OF LIFE FOR INDIVIDUALS, FAMILIES AND THE COMMUNITY, AS WELL AS PREVENTING SUBSTANCE ABUSE AND FAMILY/COMMUNITY VIOLENCE. 4953239 EMERGENCY RENTAL AND UTILITIES COALITION (ERUC): ERUC IS DESIGNED TO PROVIDE HOUSING STABILITY TO LOW AND MODERATE INCOME RESIDENTS AT RISK OF EVICTION AND/OR HOMELESSNESS DUE TO COVID-19 AND/OR DURING COVID . 3341186 PROJECT HOPE: PROVIDES SERVICES TO THOSE INFECTED WITH OR AT RISK FOR HIV/AIDS. THE SERVICES AVAILABLE FROM PROJECT HOPE ARE: HIV ANTIBODY TESTING, CASE MANAGEMENT, PREVENTION EDUCATION, HOUSING, TRANSPORTATION, NUTRITIONAL EDUCATION, AND BEHAVIORAL HEALTH COUSELING. 832002 HELPING ELDERLY ADULTS REMAIN IN THEIR HOME (HEARTH) - THIS PROGRAM IS DESIGNED TO PROVIDE IN-HOME SERVICES TO FRAGILE ELDERLY ADULTS LIVING IN MONTGOMERY COUNTY. 832002 13004105 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 353 2 1 75 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 PA X NANCY BANTA DIRECTOR OF FINANCE 6106302111 3125 RIDGE PIKE EAGLEVILLE PA 19403 ANGELINA BANKS MEMBER 5.00 X 0 0 0 TERESA M METZLER TREASURER 5.00 X X 0 0 0 SUSAN ANGEL BECK SECRETARY 5.00 X 0 0 0 STEVEN J SMITH MEMBER 5.00 X 0 0 0 LINDSAY M GALVAN MEMBER 5.00 X 0 0 0 JILL MCCORMACK MEMBER 5.00 X 0 0 0 DENISE COOK FIRST VICE PRESIDENT 5.00 X X 0 0 0 DAVID I GRUNFELD MEMBER 5.00 X 0 0 0 CHRISTOPHER MANCHIN VICE PRESIDENT 5.00 X X 0 0 0 CHRISTAL WEST MEMBER 5.00 X 0 0 0 BRIAN HANLON MEMBER 5.00 X 0 0 0 ERIK SCHUSTER MEMBER 5.00 X 0 0 0 JAMES E GIAMMARUTI PRESIDENT 5.00 X X 0 0 0 W DOUGLAS HAGER MEMBER 5.00 X X 0 0 0 NANCY BANTA DIRECTOR OF FINANCE 35.00 X 119487 0 9038 KELLY CANALLY CEO/DIRECTOR OF PROGRAMS 35.00 X 171875 0 17672 291362 0 26710 2 0 1 0 CARSON VALLEY CHILDREN AID 1419 BETHLEHEM PIKE FLOURTOWN PA 19031 SUBCONTRACTOR 843908 MEDIRAX PO BOX 312 WOODMERE NY 11598 CONTRACTOR 117964 STRATEGIC SOLUTIONS SCHOOLS & COMMUNITY 6506 EAGLE RIDGE WAY LAKELAND FL 32065 CONSULTING 102575 3 41126 11215753 413967 11670846 COUNSELING & SERVICE FEES 624100 2946937 2946937 OTHER PROGRAM INCOME 624100 35432 35432 2982369 224943 224943 44520 45029 -509 -509 -509 150016 148379 1637 1637 1637 12824 41126 11285 1539 1539 MISCELLANEOUS REVENUE 900099 4406 4406 4406 14885231 2982369 0 232016 X 291361 229685 50001 11675 2840645 2352759 341713 146173 710480 585815 88858 35807 51295 51295 1463896 1410577 51089 2230 140702 116550 22993 1159 66123 55303 8416 2404 CLIENT ASSISTANCE 7679621 7655104 24517 OPERATING EXPENSES 671980 534562 135114 2304 BUILDING AND EQUIPMENT 39944 12455 26037 1452 13956047 13004105 748738 203204 766170 1007435 1212718 1277081 56645 24834 2037716 1227952 875887 809764 7028057 6928741 2340 2340 101894 0 10043711 10050195 516747 617311 1439194 0 15814 9021 104544 2650 2076299 628982 X 7482348 8856116 485064 565097 7967412 9421213 10043711 10050195 929184 524617 0 X X 0 1 X 1 1 1 X 580356 1233007 667344 765340 11670846 14916893 580356 1233007 667344 765340 11670846 14916893 14916893 52156 39822 51323 131543 228119 502963 -475 -627 -95 -1605 -509 -3311 158086 70165 2140 13245 4406 248042 15664587 58656708 0.95230 0.86620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 358703 85476 -9439 434740 433135 66495 140927 358703 376721 -66195 -9781 433135 515560 108759 247598 376721 456638 240283 18906 200267 515560 0.00000 0.53390 0.46610 0 0 127000 127000 1466460 799589 666871 444256 428363 15893 809764 SECURITY DEPOSITS 2650 2650 X 15466168 524623 56314 580937 14885231 0 14885231 14012361 56314 56314 13956047 0 13956047 PART V, LINE 4: THE AGENCY'S ENDOWMENT CONSISTS OF TWO DONOR-IMPOSED RESTRICTED ENDOWMENTS WHICH ARE INCLUDED IN THE ACCOMPANYING STATEMENT OF FINANCIAL POSITION AT THE FAIR VALUE OF THE UNDERLYING INVESTMENTS. ONE ENDOWMENT CONSISTS OF AN INVESTMENT, THE INCOME FROM WHICH IS EXPENDABLE TO SUPPORT COUNSELING SERVICES. IN THE SECOND ENDOWMENT, THE AGENCY IS AUTHORIZED TO EXPEND, IN ANY FISCAL YEAR, UP TO 5% OF THE TOTAL VALUE OF THE FUND AS DETERMINED ON THE LAST DAY OF THE PRIOR FISCAL YEAR. THE FUNDS ARE AUTHORIZED TO BE EXPENDED FOR THE PURPOSE OF CARE FOR THE ELDERLY AND PROGRAMS IN SUPPORT OF IMPROVED FAMILY LIFE. PART X, LINE 2: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). THE AGENCY IS ALSO EXEMPT FROM COMMONWEALTH OF PENNSYLVANIA TAXATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE INCOME TAX IS INCLUDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE AGENCY FILES FEDERAL FORM 990. WITH FEW EXCEPTIONS, THE AGENCY IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2021. IT IS DIFFICULT TO PREDICT THE FINAL TIMING AND RESOLUTION OF ANY PARTICULAR UNCERTAIN TAX POSITION. THE AGENCY DOES NOT CURRENTLY ANTICIPATE SIGNIFICANT CHANGES IN ITS UNCERTAIN TAX POSITIONS OVER THE NEXT 12 MONTHS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 45,029. FUNDRAISING EXPENSES 11,285. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 45,029. FUNDRAISING EXPENSES 11,285. X X X X COCKTAILS FOR A CAUSE- MAY 2022 40006 33491 6515 3859 120 GREASEBAND - SEPTEMBER 2021 13944 7635 6309 1500 165 3500 2141 53950 41126 12824 5359 165 3500 2261 11285 1539 X 0 0 0 0 0 0 0 0 0 KELLY CANALLY CEO/DIRECTOR OF PROGRAMS 159875 0 12000 0 0 0 0 0 17672 0 189547 0 0 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: FAMILY SERVICES OF MONTGOMERY COUNTY, PENNSYLVANIA (THE AGENCY) IS A PRIVATE NONPROFIT MULTI ERVICE AGENCY SERVING MONTGOMERY COUNTY RESIDENTS SINCE 1900. THE AGENCY IS COMMITTED TO STRENGTHENING THE QUALITY OF LIFE FOR INDIVIDUALS, FAMILIES, AND THE COMMUNITY BY PROVIDING PREVENTATIVE INTERVENTION AND ESSENTIAL SUPPORT DURING TIMES OF NEED FOR CHILDREN, ADULTS AND THE ELDERLY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY OUR INDEPENDENT AUDITORS AND REVIEWED BY THE CEO AND DIRECTOR OF FINANCE OF FAMILY SERVICES. THE BOARD FINANCE COMMITTEE WWILL DISCUSS THE PROCESS AND COMPLETION OF THE 990 AT THE FEBRUARY 2024 MEETING. THE FINAL VERSION OF THE 990 IS AVAILABLE TO THE BOARD OF DIRECTORS UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION PROVIDES THE BOARD WITH THE CONFLICT OF INTEREST POLICY ANNUALLY. THE ORGANIZATION ALSO REVIEWS THIS POLICY WITH STAFF AT PERIODIC STAFF MEETINGS. ANY MEMBER WITH A CONFLICT WOULD HAVE TO RECUSE THEMSELVES IN ANY APPROVAL OF THAT MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD EXECUTIVE COMMITTEE REVIEWS THE CEO'S SALARY WITH COMPARABILITY DATA SUPPLIED BY OUR NATIONAL ASSOCIATION AND REGIONAL SOURCES. THE CEO ALSO USES COMPARABILITY DATA SUPPLIED BY OUR NATIONAL ASSOCIATION AND REGIONAL SOURCES TO DETERMINE OTHER MANAGEMENT AND STAFF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE FOR REVIEW AT THE ADMINISTRATIVE OFFICE AND BY MAIL. FORM 990, PART IX, LINE 11G SUBCONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 1,292,031. MANAGEMENT AND GENERAL EXPENSES 6,850. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,298,881. PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 118,546. MANAGEMENT AND GENERAL EXPENSES 44,239. FUNDRAISING EXPENSES 2,230. TOTAL EXPENSES 165,015. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEARS.