2024-05-14T13:01:41-05:00 2023-06-30 420714325 RSM US LLP 6 S Patterson Blvd Dayton OH 45402 990 2022-07-01 821809627 APIS Services Inc APIS 4842693508 135 N Prospect Street Reading PA 19606 Michael Tang CFO 4842693508 2024-05-13 1 Michael Tang XXX-XX-XXXX 1 Karen O Crim P00368385 9372980201 2024-05-13 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z Ryan Smith 135 N Prospect Street Reading PA 19606 30868979 0 X https://apismgt.flywheelsites.com/ X 2017 PA APIS Services provides shared service offerings to affiliates allowing these entities to advance their mission and vision. By exploring geographical program expansion and focusing on quality outcome measures, APIS creates cost savings that result in reinvestment into the Organizations' stakeholders through capacity creation and employee compensation betterments. Shared service offerings include, but are not limited to: Fiscal Reporting, Payroll, Information Technology, Human Resources, Employee Recruiting, Employee Training, Risk Management Reporting and Analysis, and Time and Attendance. 4 2 5168 2 265751 0 183 89 18415075 26974209 1258770 3894601 32589 80 19706617 30868979 0 0 0 0 12366585 18959114 0 0 0 8861860 12339979 21228445 31299093 -1521828 -430114 69986876 82452688 68969129 81328303 1017747 1124385 APIS Services provides operational, management, and administrative services to organizations in fulfilling their respective missions. 0 0 24408739 0 23377753 Providing operational, management, and administrative services to affiliated organizations in fulfilling their respective missions. 3306963 0 3596456 Computer and technology assistance. 27715702 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 1 815 0 1 5168 1 1 1 0 0 0 0 0 0 0 0 0 X 4 2 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X Michael Tang 6103727712 135 N Prospect Street Reading PA 19606 Ryan D Smith President 1.00 54.00 X X 157575 1139245 10605 Michael Herr Director 1.00 4.00 X 0 34407 0 David Greif Director 1.00 4.00 X 0 0 0 Gary Twardowski Director 1.00 0.00 X 0 0 0 Thomas S Papa Chief Executive Officer 39.00 6.00 X 556616 0 9172 Joseph F Leone Jr Chief Financial Officer 51.00 4.00 X 406972 0 13478 Jennifer P Gassen Secretary 1.00 54.00 X 0 243511 13016 Jeffrey Giovino Executive VP and COO 16.00 39.00 X 62977 912268 8597 Charles H Morin VP, Integrations 40.00 0.00 X 202894 0 8943 Elizabeth M Shea Sr VP of Human Resources 25.00 15.00 X 220358 137194 7692 Donsville A Savariau Vice President of Marketing 40.00 0.00 X 282731 0 7523 Christina Talarico Chief Recruitment and Retention Officer 40.00 0.00 X 261507 0 10808 Justin M Hymon Former CEO 0.00 0.00 X 0 190257 0 Cynthia Bertrando Former Treasurer 0.00 0.00 X 54571 53295 2014 2206201 2710177 91848 12 1 1 0 Stevens & Lee 111 N Sixth Street Reading PA 19601 Legal Services 1977523 NAAMANSCAP 105 Foulk Rd Wilmington DE 19803 Armored Fire Protection 920873 WBP Leasing LLC PO Box 654364 Dallas TX 75265 Rental 858750 Caroll Properties PO Box 73 Rehobeth Beach DE 19971 Property Management 723673 Michael P Murphy Jr Eight Penn Cntr Ste 2000 1628 John Philadelphia PA 19103 Legal Services 495000 46 89 89 Management Fee from Affiliates 561000 23377753 23112002 265751 Technology Assistance 541519 3596456 3596456 26974209 3894601 3894601 80 80 80 30868979 26708458 265751 3894681 X 16573391 14561380 2012011 2385723 2096096 289627 238648 238648 47496 47496 1645638 1552191 93447 135796 119311 16485 96190 84512 11678 3240641 3063548 177093 146961 129119 17842 46621 40961 5660 Supplies and Operating 5246585 4609649 636936 Settlements 1195000 1195000 Communications 251072 220592 30480 Maintenance and Repairs 46551 40900 5651 2780 2443 337 31299093 27715702 3583391 0 7171536 16757751 1027022 0 1982145 2332097 49753 81495 1071278 1062882 317944 236079 127046 81865 58558096 62136598 69986876 82452688 13914622 13158520 23750676 20810820 31303831 47358963 68969129 81328303 X 1017747 1124385 1017747 1124385 69986876 82452688 X -430114 349952 186800 X 0 1 X 1 0 X X 16 Community Prevention Partnership 232735283 7 1 0 0 Supportive Concepts for Families Inc 232713290 10 1 0 0 Abraxas Alliance Inc 863980032 10 0 0 0 Advancing Opportunities Inc 221550592 7 0 0 0 Alvarium Healthcare Inc 824370040 10 0 0 0 Anchors - from Carol 842418705 10 0 0 0 CHOR Youth and Family Services Inc 232911839 10 0 0 0 Conexio Care Inc 863414545 10 0 0 0 Crossroads Programs Inc 222215356 7 0 0 0 Guidance Center of Camden County Development Corporation 222397467 7 0 0 0 IRON Recovery and Wellness Center Inc 222511879 7 0 0 0 Reading Specialists Education Association 450463456 10 0 0 0 Shelby Residential & Vocational Services Inc 620854890 7 0 0 0 South Jersey Behavioral Health Resources Inc 222560556 10 0 0 0 The Children's Home of Reading 231352080 7 0 0 0 Wake Enterprises Inc 561248778 10 0 0 0 16 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 Part IV, Section A, Line 1: Only SCFF and CPP are designated by name in APIS Service's articles of incorporation, but all other entities are designated by class/purpose under Article 3(a) of the articles of incorporation: "To act for the benefit of, to perform the functions of, or to carry out the purposes of (all within the meaning of Section 509(a)(3) of the Code) the following behavioral health, human service, and intellectual development disability organizations: Supportive Concepts for Families, Inc., and Community Prevention Partnerships, Inc., each of which is a Section 501(c)(3) organization and a public charity described in Section 509(a)(2) of the Code (collectively the "Specified Organizations"); and other organizations which hereafter become affiliated with the Corporation and which are organizations described in Section 501(c)(3) of the Code and are public charities under either Section 509(a)(1) or Section 509(a)(2) of the Code ("Affiliates") (the above Specified Organizations and the Affiliates hereinafter referred to as the "Supported Organizations")." Part IV, Section A, Line 5A and 5B: Edison Court, Inc. (20-0441774) merged with CHOR Youth & Family Services, a fellow Inperium affiliate, effective 10/1/2021. Additional affiliates as designated by class or purpose as described above were added during the fiscal year. Part IV, Section C, Line 1: Inperium, Inc. appoints a "Sole Member Director" to each of the Boards of the Supported Organizations. The Sole Member Director's vote carries a weight of 51%. In addition, Inperium has significant reserved powers, which permit them to implement certain fundamental actions by the supporting organizations and to disapprove actions taken by the Supported Organizations. APIS Services is controlled solely by Inperium, Inc. 317944 236079 81865 81865 Due From Affiliates 324358 Due From Inperium 19265375 Due From Fortis Housing Services 5820216 Due From IRON Recovery and Wellness Center 2490601 Due From Alvarium Personal Care 3109079 Due From Coras Wellness and Behavioral Health 11351443 Due From Conexio Care 15144162 Due From Alternative Consulting Enterprises 1977814 Due From Shelby Residential and Vocational Services 2341547 Due From SRVS Group Home I 246628 Due From SRVS Group Home II 6880 Due From SRVS Home III 12745 Due From Marc Housing 18358 Right-Of-Use Asset 27392 62136598 Due To Other Affiliates 491242 Due To Children's Home of Reading 188880 Due To Supportive Concepts for Families 32273945 Due To Crossroads Programs 4437795 Due To Reading Specialists Education Association 49288 Due To South Jersey Behavioral Health Resources 4750904 Due To Wake Enterprises 745000 Due To CHOR Youth and Family Services 4010095 Due To Advancing Opportunities 381911 Lease Liabilities 29903 47358963 X Part X, Line 2: The Organization is a 509(a)(3) Type II supporting organization. The Organization incurred no income tax expense for the years ended June 30, 2023 and 2022. In accordance with U.S. GAAP, the Company accounts for uncertain tax positions, if any, as required. Using that guidance, management has determined that there are no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. All are subject to examination by the Internal Revenue Service generally for three years after they are filed. X X X X 0 0 0 0 0 0 0 1 0 Ryan D Smith President 117153 882847 39000 246000 1422 10398 0 0 1289 9316 158864 1148561 0 0 Jeffrey Giovino Executive VP and COO 51014 741717 10395 165000 1568 5551 0 0 562 8035 63539 920303 0 0 Thomas S Papa Chief Executive Officer 448365 0 101500 0 6751 0 0 0 9172 0 565788 0 0 0 Joseph F Leone Jr Chief Financial Officer 299472 0 107500 0 0 0 0 0 13478 0 420450 0 0 0 Elizabeth M Shea Sr VP of Human Resources 181839 113213 38519 23981 0 0 0 0 4741 2951 225099 140145 0 0 Donsville A Savariau Vice President of Marketing 270731 0 12000 0 0 0 0 0 7523 0 290254 0 0 0 Christina Talarico Chief Recruitment and Retention Offi 249507 0 12000 0 0 0 0 0 10808 0 272315 0 0 0 Jennifer P Gassen Secretary 0 166011 0 77500 0 0 0 0 0 13016 0 256527 0 0 Charles H Morin VP, Integrations 179894 0 23000 0 0 0 0 0 8943 0 211837 0 0 0 Justin M Hymon Former CEO 0 190257 0 0 0 0 0 0 0 0 0 190257 0 0 Cynthia Bertrando Former Treasurer 53846 52570 0 0 725 725 0 0 1019 995 55590 54290 0 0 Part I, Line 3 Compensation is determined by the Salary Review Committee (SRC), based on an annual benchmarking process that typically considers data from 990s of comparable organizations, compensation studies by Guidestar Charity Navigator and similar publicly available sources, and advice from external consultants. Part I, Line 7 Bonuses awarded during 2022 were discretionary and are correctly reported on Schedule J, Part II, Column B(ii). Form 990, Part VI, Section A, line 6 The sole member of the Corporation shall be Inperium, Inc. Form 990, Part VI, Section A, line 7a Inperium, Inc. must approve the election, re-election or removal of a director from the Board of Directors. Form 990, Part VI, Section A, line 7b Inperium, Inc. must approve any governance decision or any other matter that, by law, that would require the approval of the members of a nonprofit corporation in Pennsylvania. Form 990, Part VI, Section B, line 11b The 990 is distributed to the Board of Directors for final review. Form 990, Part VI, Section B, line 12c The Human Resources department maintains employee conflict of interest policies. Employees have the policy explained to them and they complete all disclosures when hired through orientation. The policy is sent to staff for review annually. Staff are able to contact Human Resources for any subsequent explanations needed. If/when a potential conflict is reported or identified, it is reviewed for each unique circumstance by Human Resources, such as a personal relationship conflict or supervisor/subordinate. In the event of such conflict, each employee would be interviewed to ascertain if any inappropriate behavior or pressure/influence was exhibited. The supervisor/subordinate relationship will immediately be halted and a transfer to other areas would occur to eliminate the conflict if inappropriate behavior is discovered. Depending on the severity of that behavior, disciplinary actions up to and including termination may occur. The conflict of interest policy is completed by all employees and Board Members annually. Form 990, Part VI, Section B, line 15 Sources used in the development of CEO compensation annual increases include the following: comparing 990 wages with comparable organizations and independent third-party compensation studies, as well as publicly available compensation guides. The Salary Review Committee of the Board uses these sources to determine the recommended Executive compensation. Changes to Executive compensation are approved by the Executive Committee of the Board of Directors. Form 990, Part VI, Section C, line 19 A copy of the governing documents, conflict of interest policy and financial statements are available upon request for the same period of disclosure as set forth in IRC Section 6104(d). Form 990, Part IX, line 11g Other Professional Fees: Program service expenses 1,552,191. Management and general expenses 93,447. Fundraising expenses 0. Total expenses 1,645,638. Form 990, Part XI, line 9: Realized Gain on Interest Rate Swap 186,800. Ocellus Tech LLC 135 N Prospect Street Reading PA 19606 843047396 IT Services PA 3599703 245601 APIS Services Inc Abraxas Alliance Inc 2840 Liberty Ave Suite 300 Pittsburgh PA 15222 863980032 Provide residential and nonresidential services to at-risk youth FL 501(c)(3) Line 10 Inperium Inc 1 Advancing Opportunities Inc 610 Beverly-Rancocas Road Willingboro NJ 08046 221550592 Provide program support to individuals with various disabilities NJ 501(c)(3) Line 7 Inperium of New Jersey Inc 1 Alvarium Healthcare Inc 135 N Prospect Street Reading PA 19606 824370040 Provide treatment, support, and care for persons with disabilities PA 501(c)(3) Line 10 Inperium Inc 1 Anchors - from Carol 135 N Prospect Street Reading PA 19606 842418705 Provide services to those impacted by cancer and learning disabilities PA 501(c)(3) Line 10 Inperium Inc 1 CHOR Youth and Family Services Inc 1010 Centre Avenue Reading PA 19601 232911839 Provide services to youths, including community PA 501(c)(3) Line 10 The Children's Home of Reading 1 Community Prevention Partnership 135 N Prospect Street Reading PA 19606 232735283 Promote healthier community through various programs PA 501(c)(3) Line 7 Inperium Inc 1 Conexio Care Inc 590 Naamans Road Claymont DE 19703 863414545 Provide healthcare, housing, employment opportunities, counseling for MH DE 501(c)(3) Line 10 Inperium Inc 1 Crossroads Programs Inc 610 Beverly-Rancocas Road Willingboro NJ 08046 222215356 Provide services to at-risk youth NJ 501(c)(3) Line 7 Inperium of New Jersey Inc 1 Guidance Center of Camden County Development Corporation 2500 McClellan Ave Suite 300 Pennsauken NJ 08109 222397467 Provide supervised residences for adults with psychiatric diagnoses NJ 501(c)(3) Line 7 South Jersey Behavioral Health Resources Inc 1 Inperium of New Jersey Inc 135 N Prospect Street Reading PA 19606 822927898 To support organizations incorporated in New Jersey NJ 501(c)(3) Line 12b, II Inperium Inc 1 Inperium Inc 135 N Prospect Street Reading PA 19606 811159891 Management oversight and support PA 501(c)(3) Line 12b, II N/A 0 IRON Recovery and Wellness Center Inc 132 Perry Street Trenton NJ 08618 222511879 Provide rehabilitation services to persons with substance abuse disorders NJ 501(c)(3) Line 7 Inperium of New Jersey Inc 1 La Colmena Inperium Inc 135 N Prospect Street Reading PA 19606 853738325 Provide operational, management, and administrative services TX 501(c)(3) Line 12b, II Inperium Inc 1 Marc Housing Inc 3971 Knight Arnold Road Memphis TN 38118 581382494 Housing TN 501(c)(3) Line 7 Shelby Residential & Vocational Services Inc 1 Reading Specialists Education Association 220 N Fifth Street Reading PA 19601 450463456 Provide dedicated professional counseling PA 501(c)(3) Line 10 Inperium Inc 1 Shelby Residential & Vocational Services Inc 3971 Knight Arnold Road Memphis TN 38118 620854890 Provide services for people with disabilities to live meaningful lives TN 501(c)(3) Line 7 Inperium Inc 1 South Jersey Behavioral Health Resources Inc 2500 McClellan Ave Suite 300 Pennsauken NJ 08109 222560556 Provide mental health and IDD residential services NJ 501(c)(3) Line 10 Inperium of New Jersey Inc 1 SRVS Group Home I Inc 3971 Knight Arnold Road Memphis TN 38118 581901717 Housing TN 501(c)(3) Line 10 Shelby Residential & Vocational Services Inc 1 SRVS Group Home II Inc 3971 Knight Arnold Road Memphis TN 38118 581900973 Housing TN 501(c)(3) Line 10 Shelby Residential & Vocational Services Inc 1 SRVS Home III Inc 3971 Knight Arnold Road Memphis TN 38118 582022138 Housing TN 501(c)(3) Line 10 Shelby Residential & Vocational Services Inc 1 Supportive Concepts for Families Inc 135 N Prospect Street Reading PA 19606 232713290 Provide program support to individuals with IDD PA 501(c)(3) Line 10 Inperium Inc 1 The Children's Home of Reading 1010 Centre Avenue Reading PA 19601 231352080 Raise funds to support affiliate organization programs PA 501(c)(3) Line 7 Inperium Inc 1 Wake Enterprises Inc 3548 Bush Street Raleigh NC 27609 561248778 Provide vocational and social development services to adults with IDD NC 501(c)(3) Line 10 Inperium Inc 1 CannaLorem Inc 100 Charles Ewing Blvd Suite 160 Ewing NJ 08628 450652810 Research and development NJ Inperium Inc C 1 Fortis Holdings Inc 135 N Prospect Street Reading PA 19606 473550736 To hold common shares and support the Employee Stock Ownership Program PA Supportive Concepts For Families Inc S 1 Inperium of New York Inc 135 N Prospect Street Reading PA 19606 825432996 To support future organizations incorporated in New York NY Inperium Inc C 1 0 0 0 1 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 Fortis Holdings Inc D 1084515 Cash Guidance Center of Camden County Development Corporation D 95993 Cash Inperium of New Jersey Inc D 119274 Cash Inperium of New York Inc D 119641 Cash IRON Recovery and Wellness Center Inc D 2490601 Cash Shelby Residential & Vocational Services Inc D 2341547 Cash SRVS Group Home I Inc D 246628 Cash Advancing Opportunities Inc E 381911 Cash CHOR Youth & Family Services Inc E 4010096 Cash Crossroads Programs Inc E 4437794 Cash South Jersey Behavioral Health Resources Inc E 4750903 Cash Supportive Concepts for Families Inc E 31914168 Cash The Children's Home of Reading E 188880 Cash Wake Enterprises Inc E 745000 Cash Abraxas Alliance Inc L 4372924 Cash Advancing Opportunities Inc L 844635 Cash Alvarium Healthcare Inc L 308960 Cash CHOR Youth & Family Services Inc L 2914272 Cash Community Prevention Partnership L 166433 Cash Conexio Care Inc L 2772647 Cash Crossroads Programs Inc L 760247 Cash IRON Recovery and Wellness Center Inc L 400514 Cash Shelby Residential & Vocational Services Inc L 362230 Cash South Jersey Behavioral Health Resources Inc L 1423806 Cash Supportive Concepts for Families Inc L 8752317 Cash The Children's Home of Reading L 64811 Cash Wake Enterprises Inc L 231616 Cash