2024-05-14T12:51:26-05:00 2023-06-30 420714325 RSM US LLP 6 S Patterson Blvd Dayton OH 45402 990 2022-07-01 811159891 Inperium Inc INPE 6103727712 135 N Prospect Street Reading PA 19606 Michael Tang CFO 6103727712 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 D Smith 135 N Prospect Street Reading PA 19606 6078357 0 X www.inperium.org X 2016 PA Inperium was established to support and oversee its affiliated companies to assure that quality services and continuity of care are consistently provided to all individuals in a way that makes efficient use of available public funding. 13 8 0 9 0 0 0 0 5356770 5663836 35598 414057 4092 464 5396460 6078357 0 0 0 0 0 0 0 0 0 6443291 9328393 6443291 9328393 -1046831 -3250036 6490850 8795377 9429504 23622819 -2938654 -14827442 X Inperium, Inc. is a non-profit corporation, incorporated in Pennsylvania. Its purpose is to carry out the commitments of publicly supported non-profit and for profit entities whose mission furthers the mental health, intellectual disabilities and/or other health services need of communities. Inperium, Inc. functions as the parent organization of integrated health systems offering services to the communities it serves on a charitable basis. 0 0 8300333 0 5663836 Inperium was established to support and oversee its affiliated companies to assure that quality services and continuity of care are consistently provided to all individuals in a way that makes efficient use of available public funding. 8300333 1 0 0 0 0 0 0 0 0 0 1 0 0 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 X 13 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 1 0 PA X Michael Tang 6103727712 135 N Prospect Street Reading PA 19606 X Ryan D Smith President 33.50 21.50 X X 585673 711147 10605 Jonathan P Swatsburg Director 1.00 39.00 X 309794 442955 1958 Dr Vincent J LaSorsa Director 1.00 44.00 X 0 468610 13404 Theresa C Wilson Director 1.00 44.00 X 139889 236013 822498 Michael Herr Director Ex-Offico 1.00 4.00 X 34407 0 0 David Greif Director 1.00 4.00 X 0 0 0 Frederick Lokuta Director 1.00 0.00 X 0 0 0 John Loyack Treasurer 1.00 0.00 X 0 0 0 Dr Lisa Marie McCauley Affiliate Director - SCFF 1.00 1.00 X 0 0 0 Cindy Pachuta Director 1.00 9.00 X 0 0 0 Fernando Pineiro Director, resigned 1.00 0.00 X 0 0 0 Tim Profit Director 1.00 1.00 X 0 0 0 Gary Twardowski Director 1.00 9.00 X 0 0 0 Dr Christopher F Valente Affiliate Director - CHOR 1.00 1.00 X 0 0 0 Joseph F Leone Jr Treasurer 1.00 54.00 X 0 406972 13478 Jennifer P Gassen Secretary 32.50 22.50 X 243511 0 13016 Elizabeth M Shea Sr VP of Human Resources 11.00 29.00 X 97571 259981 7692 Clay N Cauley EVP & Chief Legal Strategist 40.00 0.00 X 329010 0 1695 Gerald T Mehalick Psychiatrist 1.00 39.00 X 5476 294600 1278 Elise M Tretola VP, Integration & Development, resigned 18.00 22.00 X 128245 155934 1307 Kristin DeForest VP, Quality & Compliance, APIS 5.00 35.00 X 26619 207152 13165 Jeffrey Giovino Former Director 0.00 0.00 X 131481 832526 8597 Justin M Hymon Former Director 0.00 0.00 X 190257 0 0 Cynthia Bertrando Former Treasurer 0.00 0.00 X 53924 53942 2014 2275857 4069832 910707 8 1 1 0 0 Management Fee from Affiliates 561000 5663836 5663836 5663836 414057 414057 464 464 6078357 5663836 0 414521 X 1318476 1158413 160063 23495 23495 6368247 5615784 752463 202250 177697 24553 872105 869283 2822 76313 67048 9265 4631 4068 563 Supplies and Operating 386809 339853 46956 Housekeeping 60069 52776 7293 Communications 11181 11181 Maintenance and Repairs 4817 4230 587 9328393 8300333 1028060 0 26684 0 2525727 8458 5087 210642 236157 110935 146888 125222 1440000 2346464 8346464 0 104591 6490850 8795377 0 1233107 38729 3010291 9390775 19379421 9429504 23622819 X -2938654 -14827442 -2938654 -14827442 6490850 8795377 X -3250036 -8638752 X 0 1 X 1 0 X X X 16 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 Community Prevention Partnership 232735283 7 1 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 Supportive Concepts for Families Inc 232713290 10 1 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: SCFF and CPP are designated by name, but all other Section 509(a)(2)/509(a)(3) affiliates are designated by class/purpose; "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 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 it to implement certain fundamental actions by the supporting organizations and to disapprove actions taken by the Supported Organizations. Supportive Concepts for Families, Community Prevention Partnership, Reading Specialists, Alvarium, The Children's Home of Reading, APIS Services, Wake Enterprises, Inperium of New Jersey, Inperium of New York and Conexio Care, Inc. are wholly owned by Inperium, Inc. 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. Honeythrive, Inc. (84-2330953) dissolved in July 2021. Additional affiliates as designated by class or purpose as described above were added during the fiscal year. 233432 110935 122497 2725 2725 125222 Due to APIS Services 19265375 Due to Supportive Concepts for Families 895 Long-term Lease Liabilities 113151 19379421 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. 0 0 0 0 0 0 0 1 0 Ryan D Smith President 453612 546388 129000 156000 3061 8759 0 0 4789 5816 590462 716963 0 0 Theresa C Wilson Director 114304 192848 22329 37671 3256 5494 305601 515593 485 819 445975 752425 0 0 Jeffrey Giovino Former Director 105480 687251 24750 140250 1251 5025 0 0 1173 7424 132654 839950 0 0 Jonathan P Swatsburg Director 223187 319121 72021 102979 14586 20855 0 0 806 1152 310600 444107 0 0 Dr Vincent J LaSorsa Director 0 399420 0 60000 0 9190 0 0 0 13404 0 482014 0 0 Joseph F Leone Jr Treasurer 0 299472 0 107500 0 0 0 0 0 13478 0 420450 0 0 Elizabeth M Shea Sr VP of Human Resources 80516 214536 17055 45445 0 0 0 0 2099 5593 99670 265574 0 0 Clay N Cauley EVP & Chief Legal Strategist 298510 0 30500 0 0 0 0 0 1695 0 330705 0 0 0 Gerald T Mehalick Psychiatrist 5385 289691 0 0 91 4909 0 0 23 1255 5499 295855 0 0 Elise M Tretola VP, Integration & Development, resig 92143 112036 18051 21949 18051 21949 0 0 590 717 128835 156651 0 0 Jennifer P Gassen Secretary 166011 0 77500 0 0 0 0 0 13016 0 256527 0 0 0 Kristin DeForest VP, Quality & Compliance, APIS 25253 196518 1366 10634 0 0 0 0 1499 11666 28118 218818 0 0 Justin M Hymon Former Director 190257 0 0 0 0 0 0 0 0 0 190257 0 0 0 Cynthia Bertrando Former Treasurer 53199 53217 0 0 725 725 0 0 133 1881 54057 55823 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 B, line 11b Inperium's Board of Directors is provided the Form 990 for review prior to filing. 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 when hired through orientation and would be required to complete all disclosures at that time, subsequent to the initial orientation review and signature by the employee. The conflict of interest policy is annually reviewed at an all-staff meeting, where the policy is explained and employees have an opportunity to ask questions and complete the required disclosures. If/when a potential conflict is reported or identified, it is reviewed for each unique circumstance by Human Resources, such as personal relationship conflict of supervisor/subordinate. In the event of such a 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 annually and by Board Members at one of the annual quarterly meetings. The Secretary of the Board maintains these forms. 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 VII: The organization reported in Part VII compensation that is paid and reported by APIS Services, Inc. (EIN: 82-1809627), a related organization. Compensation is allocated between the filing organization and related organizations on this return based on which organization is the common law employer. Form 990, Part IX, line 11g Other Professional Services: Program service expenses 4,031,053. Management and general expenses 556,989. Fundraising expenses 0. Total expenses 4,588,042. Contracted Personnel: Program service expenses 1,584,731. Management and general expenses 195,474. Fundraising expenses 0. Total expenses 1,780,205. Form 990, Part XI, line 9: Valuation of Passive Investment -8,638,752. 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 APIS Services Inc 135 N Prospect Street Reading PA 19606 821809627 Provide operational, management, and administrative services PA 501(c)(3) Line 12b, II 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 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 0.93030 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 1.00000 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 1.00000 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 APIS Services Inc E 19265375 Cash Abraxas Alliance Inc L 1059555 Cash Advancing Opportunities Inc L 204654 Cash Alvarium Healthcare Inc L 74861 Cash CHOR Youth & Family Services L 706125 Cash Conexio Care Inc L 671809 Cash Crossroads Programs Inc L 184207 Cash IRON Recovery and Wellness Center Inc L 97044 Cash Shelby Residential & Vocational Services Inc L 87768 Cash South Jersey Behavioral Health Resources Inc L 344987 Cash Supportive Concepts for Families Inc L 2120676 Cash Wake Enterprises Inc L 56120 Cash APIS Services Inc O 4232942 Cash