2026-01-14T06:49:13-06:00 2025-06-30 390859910 BAKER TILLY ADVISORY GROUP LP 1570 FRUITVILLE PIKE SUITE 400 LANCASTER PA 17601 990 2024-07-01 231352327 HMS SCHOOL FOR CHILDREN WITH CEREBRAL PALSY HMSS 2152222566 4400 BALTIMORE AVENUE PHILADELPHIA PA 19104 JEFF SHAFFER CFO 2152222566 2026-01-13 1 0 X KERRI N BOGDA P00760402 7177404863 2026-01-13 2024 2025-03-06 01:10:19Z THERESA NEWHARD 4400 BALTIMORE AVENUE PHILADELPHIA PA 19104 15360010 0 X WWW.HMSSCHOOL.ORG X 1884 PA HMS SCHOOL SERVES CHILDREN AGES 5-22 WITH COMPLEX PHYSICAL DISABILITIES RESULTING FROM CEREBRAL PALSY, TRAUMATIC BRAIN INJURY OR OTHER NEUROLOGICAL IMPAIRMENTS. SERVICES ARE PROVIDED IN EITHER A DAY AND/OR RESIDENTIAL SETTING AND INCLUDE SPECIALIZED EDUCATION PROGRAMS, INTEGRATED THERAPIES, ASSISTIVE TECHNOLOGY, AUGMENTATIVE COMMUNICATION TOOLS, POWER MOBILITY AND MEDICAL/NURSING CARE AND SUPPORT. 9 9 160 62 0 0 701054 807589 10896763 11273698 1207940 964872 21778 2466 12827535 13048625 215566 241068 0 0 9469958 9816429 0 0 267904 2953359 2812765 12638883 12870262 188652 178363 53555460 57421410 1748982 1788689 51806478 55632721 X HMS SCHOOL EDUCATES, NURTURES, AND CARES FOR CHILDREN AND YOUNG ADULTS WITH COMPLEX PHYSICAL DISABILITIES RESULTING FROM CEREBRAL PALSY, TRAUMATIC BRAIN INJURY OR OTHER NEUROLOGICAL IMPAIRMENTS, WITH THE (CONTINUED ON SCHEDULE O)GOAL OF ENABLING EACH TO REACH THEIR MAXIMUM POTENTIAL. WE PROMOTE INDEPENDENCE AND IMPROVE THE QUALITY OF LIFE FOR YOUTH IN A SAFE AND SECURE ENVIRONMENT SO EACH CAN LEAD A FULFILLING, STIMULATING LIFE NOW AND AS AN ADULT. 0 0 7025213 241068 6937390 EDUCATION: AT HMS SCHOOL, WE ARE LEADERS IN THE FIELD OF SPECIAL EDUCATION, WITH EXPERTISE IN PROVIDING INDIVIDUALIZED AND DIFFERENTIATED INSTRUCTION, UTILIZING ASSISTIVE TECHNOLOGY, AS WELL AS THE LATEST IN STATE-OF-THE-ART EQUIPMENT AND TECHNIQUES. OUR INTERDISCIPLINARY TEAM COLLABORATES SEAMLESSLY TO SUPPORT EACH STUDENT'S UNIQUE NEEDS AND ACHIEVE THEIR INDIVIDUALIZED EDUCATION PROGRAM (IEP) GOALS. HMS PROVIDES SUPPORT FOR 64 STUDENTS ACROSS 180 SCHOOL DAYS, IN ADDITION TO OFFERING 25 EXTENDED SCHOOL YEAR DAY SESSIONS OVER THE SUMMER, WHICH WERE ATTENDED BY 60-62 STUDENTS. STUDENTS WORK DIRECTLY WITH A CERTIFIED SPECIAL EDUCATION TEACHER IN A SMALL CLASSROOM ENVIRONMENT, WHERE THE STUDENT-TO-TEACHER RATIO IS APPROXIMATELY 8:1. EACH STUDENT IS ASSIGNED A DEDICATED TEAM OF 9-14 STAFF MEMBERS TO ASSIST WITH THEIR EDUCATIONAL NEEDS AND ENHANCE THEIR PROGRAM EXPERIENCE. TO PROVIDE FURTHER ASSISTANCE, STUDENTS ARE ASSIGNED NURSING STAFF, PERSONAL CARE ATTENDANTS, AND A SOCIAL WORKER FOR ANY ADDITIONAL SUPPORT THEY NEED. 2199473 0 2171977 HEALTH AND FOOD SERVICES: HEALTH SERVICES IS COMPRISED OF OUR DEDICATED TEAM OF LICENSES PEDIATRIC NURSES AND PERSONAL CARE ASSISTANTS WHO TEND TO OUR STUDENTS COMPLEX MEDICAL NEEDS FOR OUR RESIDENTIAL AND DAY SCHOOL PROGRAMS, ENSURING THE HEALTH AND SAFETY OF STUDENTS WITH COMPLEX MEDICAL CONDITIONS. OUR NURSES WORK ALONGSIDE TRAINED CAREGIVING STAFF TO DELIVER EXPERT MEDICAL SUPPORT TAILORED TO EACH CHILD'S NEEDS. HEALTH SERVICES PROVIDES APPROXIMATELY 1,200 HOURS OF NURSING AND PERSONAL CARE FOR OUR STUDENTS. NURSES ALSO SUPPORT EDUCATIONAL ENRICHMENT BY CHAPERONING WEEKLY FIELD TRIPS AND POWER MOBILITY GROUPS IN THE LOCAL COMMUNITY. THIS ENABLES THE STUDENTS TO WORK ON THEIR MOBILITY GOALS IN AN URBAN SETTING. NURSES ACCOMPANIED STUDENTS ON 45 CLASS FIELD TRIPS, 32 HORSEBACK RIDING TRIPS AND 60 POWER MOBILITY GROUP TRIPS DURING THE DAY SCHOOL PROGRAM. FOOD SERVICES' PRIMARY FUNCTION IS TO FULFILL THE DIETARY NEEDS OF ALL STUDENTS ATTENDING HMS SCHOOL. SPECIALIZED MEALS ARE PREPARED ON SITE ACCORDING TO SPECIFIC DIET ORDERS FROM EACH STUDENT'S PHYSICIAN. FEEDING SUPPORT PLANS ARE FORMULATED BY HMS' SPEECH THERAPISTS TO GUIDE FOOD SERVICES STAFF ON INDIVIDUALIZED MEAL TEXTURES TO ENSURE SAFE FEEDING PRACTICES DURING MEALS. OVER 6,200 MEALS WERE PROVIDED THROUGHOUT THE SCHOOL YEAR AND EXTENDED SCHOOL YEAR (SUMMER) PERIODS. FOOD SERVICES ALSO PROVIDES MEALS FOR STAFF WHEN SCHOOL IS IN SESSION, AS WELL AS 3 MEALS PER DAY FOR STAFF WHO WORK IN THE RESIDENCE. OVERALL, STAFF RECEIVED OVER 19,000 MEALS. 1661769 0 1640995 RESIDENTIAL SERVICES: FOR RESIDENTIAL STUDENTS, HMS OFFERS A PROGRAM THAT EXTENDS BEYOND THE CLASSROOM WALLS. OPEN 260 DAYS EACH YEAR, HARRIS HALL RESIDENCE PROVIDES BOTH RESIDENTIAL AND RESPITE SERVICES TO ANY CLINICALLY ELIGIBLE HMS STUDENT. DURING THEIR STAY - WHETHER RESIDENTIAL OR RESPITE - THE RESIDENTIAL COORDINATOR WORKS CLOSELY WITH THE RECREATIONAL THERAPY TEAM TO DELIVER A WIDE RANGE OF AFTER-SCHOOL ACTIVITIES. THESE ACTIVITIES ARE DESIGNED TO STRENGTHEN ESSENTIAL LIFE SKILLS SUCH AS COMMUNICATION, MOBILITY, FEEDING, AND SOCIALIZATION, CREATING A STRONG FOUNDATION FOR A SUCCESSFUL TRANSITION TO ADULT LIFE BEYOND HMS. FAMILIES CAN CHOOSE FROM 5-DAY, 7-DAY OR OVERNIGHT RESPITE PROGRAMS, OFFERING FLEXIBILITY TO MEET INDIVIDUAL NEEDS. FOR SY 24-25, WE SERVED 6 PERMANENT RESIDENTS, 21 STUDENTS WHO RECEIVED 530 NIGHTS OF RESPITE CARE, IN ADDITION TO PROVIDING 4,700 HOURS OF NURSING AND PERSONAL CARE. BEYOND DAILY CARE, THE RESIDENCE ENRICHES STUDENT LIFE THROUGH AT LEAST FIVE SESSIONS OF RECREATIONAL OR EXPRESSIVE ARTS THERAPIES EACH WEEK, MONTHLY FIELD TRIPS, AND COMMUNITY OUTINGS. ADDITIONALLY, HARRIS HALL HOSTS A WEEK-LONG AFTERNOON AND EVENING CAMP EACH SUMMER, ENSURING THAT STUDENTS EXPERIENCE BOTH STRUCTURED LEARNING AND MEANINGFUL SOCIAL ENGAGEMENT THROUGHOUT THE YEAR. 529961 0 523336 THERAPIES: HMS INTEGRATES A WIDE RANGE OF THERAPIES - SPEECH/LANGUAGE, PHYSICAL, OCCUPATIONAL, RECREATION, MUSIC, DANCE/MOVEMENT, AND ADAPTIVE ART - INTO ITS EDUCATIONAL PROGRAM. THESE SERVICES ARE INDIVIDUALIZED TO MEET EACH STUDENT'S UNIQUE NEEDS AS DETERMINED DURING THE IEP PROCESS IN PARTNERSHIP WITH THE HMS TEAM, THE FAMILY, THE SCHOOL DISTRICT, AND THE STUDENT. THERAPIES HELP OUR STUDENTS ENGAGE WITH THEIR ENVIRONMENT AND ENHANCE DEVELOPMENT. THERAPY SESSIONS MAY BE ONE-ON-ONE, IN SMALL GROUPS, OR EMBEDDED IN CLASSROOM ACTIVITIES, WITH FLEXIBILITY FOR OPTIMAL TIMING AND CO-TREATMENT. STUDENTS RECEIVED BETWEEN 12-18 SESSIONS PER WEEK OF THE VARIOUS THERAPY ACTIVITIES, EACH LASTING UP TO 45 MINUTES. EACH STUDENT WORKS WITH OUR ASSISTIVE TECHNOLOGY TEAM, WHO ARE ON THE LEADING EDGE OF PROVIDING EQUIPMENT AND/OR DEVICES THAT HELP OUR STUDENTS IMPROVE, MAINTAIN, OR INCREASE THEIR FUNCTIONAL AND COMMUNICATION CAPABILITIES. 529961 0 523336 11416416 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 160 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 0 0 0 PA X JEFF SHAFFER CHIEF FINANCIAL OFFICER 2152222566 4400 BALTIMORE AVENUE PHILADELPHIA PA 19104 REBECCA H BRADBEER BOARD CHAIR 1.50 0.00 X 0 0 0 CHRISTINE WECHSLER VICE CHAIR 1.50 0.00 X 0 0 0 THOMAS H HIPP PAST CHAIR 1.00 0.00 X 0 0 0 WOODWARD W CORKRAN III TREASURER 1.00 0.00 X 0 0 0 GERALD KITZHOFFER TRUSTEE 0.30 0.00 X 0 0 0 THOMAS P DRAKE MD TRUSTEE 0.30 0.00 X 0 0 0 CHARLIE PILKINGTON TRUSTEE 0.30 0.00 X 0 0 0 MARILYN LONG TRUSTEE 0.30 0.00 X 0 0 0 STEVEN BACHRACH MD TRUSTEE 0.30 0.00 X 0 0 0 NORA JEAN VIZZACHERO SECRETARY (UNTIL 11/24) 0.30 0.00 X 0 0 0 JEFF SHAFFER CHIEF FINANCIAL OFFICER 40.00 0.00 X 168808 0 12117 THOMAS QUINN PRESIDENT (UNTIL 06/24) 40.00 0.00 X 91218 0 12835 THERESA NEWHARD PRESIDENT & CEO (AS OF 12/24) 40.00 0.00 X 17308 0 0 PATRICIA MARS VP, HEALTH SERVICES 40.00 0.00 X 134479 0 12816 DIALYA BLAKENEY CHIEF HUMAN RESOURCES OFFICER 40.00 0.00 X 133884 0 17874 THERESA TOCCO VP, EDUCATION 40.00 0.00 X 131649 0 10532 LAURA BOYD VP, RELATED SERVICES 40.00 0.00 X 118693 0 29033 BARRI ALEXANDER PHYSICAL THERAPY SUPERVISOR 40.00 0.00 X 105036 0 8403 901075 0 103610 6 0 1 0 0 71455 85618 650516 10100 807589 TUITION FEES 611600 11273698 11273698 11273698 242401 242401 3027224 2304753 722471 722471 722471 3561 71455 6632 -3071 -3071 PROMOTIONAL MATERIALS 900099 3541 3541 MISCELLANEOUS REVENUE 900099 1996 1996 5537 13048625 11273698 0 967338 241068 241068 313326 280396 28481 4449 7740414 7506681 75445 158288 467432 452783 5441 9208 701423 678940 8248 14235 593834 574288 7538 12008 10838 10838 57701 57701 3650 3650 141382 141382 805759 460138 333521 12100 78972 63 34329 44580 311017 208624 102393 30869 30869 540471 240545 288174 11752 15886 14058 544 1284 546908 546908 130792 99601 31191 PROGRAM SUPPLIES 75039 75039 MEDICAL SUPPLIES 22874 22874 EMPLOYEE FUNCTIONS 17112 17112 CONTINUING EDUCATION 16420 11996 4424 7075 2414 4661 12870262 11416416 1185942 267904 95655 104624 1190789 1673332 1513463 1234576 92907 113833 19526283 12193981 6974348 7332302 22518400 26319110 21052325 20562608 115735 79187 1838 1838 53555460 57421410 634884 736013 991882 966806 122216 85870 1748982 1788689 X 50493228 54240149 1313250 1392572 51806478 55632721 53555460 57421410 X 178363 3566715 81165 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 3650 3650 0 PART II-B, LINE 1: HMS IS ONE OF 33 SCHOOLS ACROSS PENNSYLVANIA WHO HAVE BEEN DESIGNATED AN APPROVED PRIVATE SCHOOL. ALLIANCE OF APPROVED PRIVATE SCHOOLS (AAPS) DOES CONDUCT LOBBYING ACTIVITIES AROUND SPECIAL EDUCATION POLICIES INITIATED BY THE PENNSYLVANIA LEGISLATURE. HMS SCHOOL PAID $3,650 TO AAPS DURING THE YEAR. 42345511 4380229 1150401 45575339 39803350 3010235 468074 42345511 38783412 26035 1988990 995087 39803350 44689830 -5611750 294668 38783412 34876540 9813290 44689830 1.00000 0.00000 0.00000 0 0 200000 200000 15191668 9633245 5558423 4134615 2560736 1573879 7332302 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1306379 C ALTERNATIVE INVESTMENTS 19256229 C 20562608 FINANCING LEASE LIABILITY 85870 85870 X 16344455 3566715 -277517 3289198 13055257 -6632 -6632 13048625 12518212 6632 6632 12511580 358682 358682 12870262 PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS WERE ESTABLISHED FOR THE OPERATION OF THE SCHOOL. INVESTMENT AND SPENDING POLICIES HAVE BEEN ADOPTED WHICH ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. THE ANNUAL FUNDING TARGET FOR PROGRAMS IS NO GREATER THAN 4% OF THE ENDOWMENT VALUE. PART X, LINE 2: THE SCHOOL ACCOUNTS FOR UNCERTAINTIES IN INCOME TAXES IN ACCORDANCE WITH AUTHORITATIVE GUIDANCE, WHICH PRESCRIBES A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPROPRIATE TAXING AUTHORITY. MEASUREMENT OF THE TAX UNCERTAINTY OCCURS IF THE RECOGNITION THRESHOLD HAS BEEN MET. MANAGEMENT DETERMINED THAT THERE WERE NO TAX UNCERTAINTIES THAT MET THE RECOGNITION THRESHOLD AT JUNE 30, 2025 AND 2024. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES -141,382. CHANGE IN PERPETUAL TRUST 81,165. FINANCIAL AID NET WITH REVENUE -217,300. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -6,632. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 6,632. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT MANAGEMENT FEES 141,382. FINANCIAL AID NET WITH REVENUE 217,300. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE SCHOOL PUBLICLY STATES ON THE WEBSITE, WWW.HMSSCHOOL.ORG, ITS RACIALLY NON-DISCRIMINATORY POLICY AS TO STUDENTS. SCHEDULE E, PART I, LINE 6 THE SCHOOL RECEIVES FEDERAL GOVERNMENT GRANTS, INCLUDING FUNDING FROM THE U.S. DEPARTMENT OF EDUCATION'S INDIVIDUALS WITH DISABILITIES EDUCATION ACT (IDEA). COMMUNITY DAY 75016 71455 3561 551 300 5781 75016 71455 3561 551 300 5781 6632 -3071 1 EITC SCHOLARSHIPS (STUDENTS) 21 217300 TUITION REIMBURSEMENT (EMPLOYEES) 6 23768 PART I, LINE 2: THE SCHOOL PROVIDES SCHOLARSHIPS THROUGH FUNDS RECEIVED FROM THE STATE OF PENNSYLVANIA'S EDUCATIONAL IMPROVEMENT TAX CREDIT (EITC) PROGRAM. SCHOLARSHIPS ARE AWARDED TO CERTAIN STUDENTS WHO WISH TO COMPLEMENT THEIR DAYTIME EDUCATION WITH OVERNIGHT RESPITE STAYS, WITH A GOAL OF FURTHERING THEIR ABILITY TO LIVE INDEPENDENTLY. SCHOLARSHIPS ARE AWARDED TO STUDENTS WHO MEET THE SCHOOL'S INTERNAL STANDARDS TO HANDLE OVERNIGHT RESPITE STAYS, AS WELL AS MEET THE EITC PROGRAM ELIGIBILITY GUIDELINES. ALL RECORDS ARE MAINTAINED BY THE SCHOOL'S FINANCE DEPARTMENT. ADDITIONALLY, THE SCHOOL OFFERS A TUITION REIMBURSEMENT PROGRAM TO EMPLOYEES WHO PURSUE A DEGREE/CERTIFICATION FROM AN ACCREDITED SCHOOL/UNIVERSITY. THE COURSES MUST BE COMPLETED WITH AT LEAST A 'B' GRADE. THE MAXIMUM REIMBURSEMENT PER FISCAL YEAR IS $3,500. X 0 0 0 0 0 0 0 0 0 JEFF SHAFFER CHIEF FINANCIAL OFFICER 153942 0 14866 0 0 0 12117 0 0 0 180925 0 0 0 DIALYA BLAKENEY CHIEF HUMAN RESOURCES OFFICER 112563 0 21321 0 0 0 9598 0 8276 0 151758 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE BOARD IS CURRENTLY REVIEWING ITS BY-LAWS AND GOVERNANCE DOCUMENTS TO ENSURE ALL COMMITTEES CONFORM TO THIS BEST PRACTICE. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED 990 IS REVIEWED BY THE AUDIT COMMITTEE; THEY THEN PRESENT IT TO THE FULL BOARD FOR APPROVAL. ONCE APPROVED, THE VP OF FINANCE WILL AUTHORIZE THE FIRM THAT PREPARED THE 990 TO FILE THE FORM ELECTRONICALLY WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO SUBMIT AN ANNUAL "RELATED PARTIES" QUESTIONNAIRE TO DISCLOSE ANY POTENTIAL OR EXISTING CONFLICTS OF INTEREST BETWEEN THEMSELVES (OR THEIR IMMEDIATE FAMILIES) AND THE SCHOOL. THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS EACH FORM AND NOTES ALL SITUATIONS THAT MIGHT REQUIRE MEMBERS TO RECUSE THEMSELVES FROM ANY DISCUSSIONS AND/OR VOTES THAT MIGHT HAVE A MATERIAL EFFECT IN THE SCHOOL'S RELATIONSHIP WITH THAT ENTITY. FORM 990, PART VI, SECTION C, LINE 19 THE SCHOOL'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ANNUAL FINANCIAL AUDIT ARE MADE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 81,165.