2024-05-14T16:48:36-05:00 2023-06-30 232896692 BBD LLP 1835 MARKET STREET SUITE 300 PHILADELPHIA PA 19103 990 2022-07-01 231711070 KENCREST CENTERS KENC 6108259360 960A HARVEST DRIVE 100 BLUE BELL PA 19422 COLLEEN KELLY CHIEF FINANCIAL OFFICER 6108259360 2024-05-14 1 COLLEEN KELLY 999009999 0 ADAM WATSON P00749373 2155677770 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z COLLEEN KELLY 960A HARVEST DRIVE 100 BLUE BELL PA 19422 8438231 0 X WWW.KENCREST.ORG X 1907 PA SEE PAGE 2 PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS, LINE 1 FOR DETAILS. 11 11 22 11 0 0 294880 373221 3977262 3913966 1181889 718839 78752 -77959 5532783 4928067 287295 503611 0 0 3638680 3451447 0 0 352068 800703 774079 4726678 4729137 806105 198930 24212574 25845804 1467442 1976149 22745132 23869655 X THE AGENCY'S MISSION IS TO SUPPORT COMMUNITY DEVELOPMENT BY EXPLORING POSSIBILITIES, MOBILIZING RESOURCES AND EMPOWERING DREAMS, FOR YOUNG CHILDREN, AND PEOPLE WITH DEVELOPMENTAL OR INTELLECTUAL DISABILITIES. 0 0 3772753 503611 3435771 ADMINISTRATIVE SUPPORT, MANAGEMENT AND OVERSIGHT OF OTHER NON-PROFITS. 268923 291953 KENCREST CENTERS OWNS RESIDENTIAL AND CHILD CARE CENTERS THAT IT RENTS OUT, BELOW MARKET VALUE, TO OTHER NONPROFIT AGENCIES THAT SERVE INDIVIDUALS WITH OR AT RISK OF DEVELOPING INTELLECTUAL OR DEVELOPMENTAL DISABILITIES OR DELAYS. THE RENTAL PROCEEDS ARE USED TO COVER THE MAINTENANCE OF THE PROPERTIES, TO PAY MORTGAGES, AND TO PAY FOR OTHER OCCUPANCY EXPENSES. 111298 161242 BOOKEEPING AND MANAGEMENT SERVICES FOR 13 HUD CORPORATIONS WHICH SERVE PERSONS WITH DEVELOPMENTAL DISABILITIES. 41660 25000 [1] KENCREST OFFERS THE OPPORTUNITY TO ESTABLISH A SPECIAL NEEDS TRUST TO INDIVIDUALS AND THEIR FAMILIES WHO ARE DISABLED BY SSI STANDARDS. THE TRUST IS ESTABLISHED TO PROTECT THE BENEFITS OF PARTICIPANTS THAT ARE RECEIVING GOVERNMENT BENEFITS. OVER 200 INDIVIDUALS HAVE USED THIS SERVICE. 41660 25000 4194634 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 25 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X COLLEEN KELLY CHIEF FINANCIAL OFFI 6108259360 960A HARVEST DRIVE SUITE 100 BLUE BELL PA 19422 KEVIN P DOUGHER PRESIDENT 0.50 X X 0 0 0 ERIC RAHE TREASURER 0.50 X X 0 0 0 CHARLES HORN III SECRETARY 0.50 X X 0 0 0 MONA BURKE BOARD MEMBER 0.30 X 0 0 0 CAROL HAMMARBERG BOARD MEMBER (FROM 1/1/23) 0.30 X 0 0 0 STEVEN BELL BOARD MEMBER 0.30 X 0 0 0 COLIN DOUGHERTY BOARD MEMBER 0.30 X 0 0 0 SCOTT MCCLOSEY PRESIDENT-ELECT 0.50 X X 0 0 0 STEVEN VAN OSTEN BOARD MEMBER 0.30 0.50 X 0 0 0 SEAN OUTEN BOARD MEMBER 0.30 0.50 X 0 0 0 MERRI BROWN BOARD MEMBER 0.30 X 0 0 0 MARIAN BALDINI CHIEF EXECUTIVE OFFICER 30.00 7.50 X 452597 0 30199 COLLEEN KELLY CHIEF FINANCIAL OFFICER 30.00 7.50 X 262994 0 48872 AURORA KRIPA CHIEF OPERATING OFFICER 7.50 30.00 X 275993 0 30165 JOHN R HOWE CHIEF TECHNOLOGY OFFICER 30.00 7.50 X 246402 0 48317 JAMES O'CONNOR CHIEF HUMAN RESOURCE OFFICER 30.00 7.50 X 192255 0 40983 MARYANN LUDWIG VP OF FINANCE 30.00 7.50 X 156449 0 8486 TIMOTHY BOSCH DIRECTOR OF INFRASTRUCTURE AND SECURITY 30.00 7.50 X 127868 0 5601 SEAN CONNELL SR. DIRECTOR OF BANKING 30.00 7.50 X 110959 0 14326 PAMELA M SCHUESSLER CHIEF OPERATING OFFICER (TILL 12/22) 7.50 30.00 X 250328 0 11338 JEFF DUBNOW CHIEF DEVELOPMENT OFFICER (TILL 7/22) 30.00 7.50 X 130777 0 11204 2206622 0 249491 10 1 1 0 0 24906 129405 218910 373221 PRIVATE SERVICE FEE 611600 3435771 3435771 RENTAL-NPOS 531110 291953 291953 CONSULTING SVCS- HUD 532000 161242 161242 TRUST ADMINISTRATION 611600 25000 25000 3913966 459882 459882 3379544 276595 3384887 12295 -5343 264300 258957 258957 35023 129405 112982 -77959 -77959 4928067 3913966 0 640880 503611 503611 1833572 1675952 57387 100233 1210456 1055252 21143 134061 91179 81463 2295 7421 145883 120797 2297 22789 170357 150216 3770 16371 6837 4128 1345 1364 59888 59888 29778 16916 12862 46117 17548 152 28417 212999 183488 266 29245 18994 18387 607 69110 64610 4500 108000 87005 20995 117308 117308 5111 4755 356 MISCELLANEOUS 93871 89627 4244 FOOD AND CLOTHING 3210 1974 1236 SUPPLIES 2856 1597 35 1224 4729137 4194634 182435 352068 1178578 1182232 7863541 4428701 382162 271943 4000000 4909750 3574060 1448792 1335690 11851981 12863718 1487520 1763520 24212574 25845804 1152105 1409793 315337 290356 0 276000 1467442 1976149 X 22012541 23130310 732591 739345 22745132 23869655 24212574 25845804 198930 925593 0 X 0 1 X 1 0 X 554693 422886 263260 339487 317971 1898297 554693 422886 263260 339487 317971 1898297 256226 1642071 406798 318315 254480 292059 459882 1731534 52863 35889 27073 49344 35023 200192 3830023 19293843 0.42870 0.43800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: SPECIAL EVENTS - 2018 AMOUNT: $ 51,961. 2019 AMOUNT: $ 34,989. 2020 AMOUNT: $ 27,073. 2021 AMOUNT: $ 40,076. 2022 AMOUNT: $ 35,023. OTHER MISCELLANEOUS - 2018 AMOUNT: $ 902. 2019 AMOUNT: $ 900. 2021 AMOUNT: $ 9,268. 2022 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 190416 18067 208483 213834 -23418 190416 175892 37942 213834 171529 4363 175892 137056 22792 11681 171529 1.00000 1 0 559748 559748 3254740 2502130 752610 1095262 1071930 23332 1335690 DUE FROM CENTERS STAFFING SERVICES 979675 BENEFICIAL INTEREST IN PERPETUAL TRUST 468760 DEPOSITS 39085 OPERATING LEASE, RIGHT-OF-USE-ASSET 276000 1763520 OPERATING LEASE LIABILITY 276000 276000 X 5906754 925593 925593 4981161 59888 -112982 -53094 4928067 4782231 112982 112982 4669249 59888 59888 4729137 PART IV, LINE 2B: THE ORGANIZATION ADMINISTERS A POOLED SPECIAL NEEDS TRUST IN ACCORDANCE WITH COBRA GUIDELINES 42 U.S.C.1396P(D)(4)(C). FUNDS ARE HELD FOR THE BENEFIT OF THE PARTICIPANTS. ACCESS TO THE FUNDS ARE LIMITED FOR THE PURPOSE OF QUALITY OF LIFE NEEDS NOT COVERED UNDER BENEFITS PROVIDED BY THE GOVERNMENT. ANY RESIDUAL AMOUNTS REMAINING UPON DEATH OF PARTICIPANT ARE RELEASED IN ACCORDANCE WITH STATE MEDICAID GUIDELINES OR MAINTAINED FOR THE BENEFIT OF PEOPLE WITH DISABILITIES. PART V, LINE 4: INTENDED USE OF ENDOWMENT FUNDS TO FUND FUTURE PROGRAMS AND FACILITIES TO FURTHER THE ORGANIZATION'S MISSION. PART X, LINE 2: UNCERTAIN TAX POSITIONS UNDER ASC 740 GAAP REQUIRES ENTITIES TO EVALUATE, MEASURE, RECOGNIZE AND DISCLOSE ANY UNCERTAIN INCOME TAX POSITIONS TAKEN ON THEIR TAX RETURNS. GAAP PRESCRIBES A MINIMUM RECOGNITION THRESHOLD THAT A TAX POSITION IS REQUIRED TO MEET IN ORDER TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE AGENCY BELIEVES THAT IT HAD NO UNCERTAIN TAX POSITIONS AS DEFINED BY GAAP. PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT DONOR BENEFITS -112,982. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT DONOR BENEFITS 112,982. MASTERS EVENT 139764 110414 29350 27130 223 68374 COMMUNITY OF CHAMPIONS 24664 18991 5673 26 17229 164428 129405 35023 27130 249 85603 112982 -77959 1 KENCREST SERVICES 960A HARVEST DRIVE SUITE 100 BLUE BELL PA 19422 251439925 501 C (3) 503611 0 CASH EMPLOYMENT SUPPORT FOR PERSONS WITH DISABILITIES EMPLOYMENT SUPPORT FOR PERSONS WITH DISABILITIES 1 0 PART I, LINE 2: THE BOARD OF DIRECTORS AUTHORIZES GRANTS TO BE AWARDED BASED ON SUBMISSION GUIDELINES, TO KENCREST SERVICES, A SUBSIDIARY, OR TO OTHER NOT FOR PROFIT ORGANIZATIONS WITH SIMILAR MISSIONS. 1 X X X X 1 0 0 0 0 0 0 0 0 MARIAN BALDINI CHIEF EXECUTIVE OFFICER 427343 0 17154 0 8100 0 11600 0 18599 0 482796 0 0 0 COLLEEN KELLY CHIEF FINANCIAL OFFICER 230273 0 24621 0 8100 0 10363 0 38509 0 311866 0 0 0 AURORA KRIPA CHIEF OPERATING OFFICER 252429 0 15464 0 8100 0 7000 0 23165 0 306158 0 0 0 JOHN R HOWE CHIEF TECHNOLOGY OFFICER 220149 0 18153 0 8100 0 7334 0 40983 0 294719 0 0 0 PAMELA M SCHUESSLER CHIEF OPERATING OFFICER (TILL 12/22) 37921 0 210045 0 2362 0 2627 0 8711 0 261666 0 0 0 JAMES O'CONNOR CHIEF HUMAN RESOURCE OFFICER 174155 0 10000 0 8100 0 0 0 40983 0 233238 0 0 0 MARYANN LUDWIG VP OF FINANCE 140349 0 8000 0 8100 0 0 0 8486 0 164935 0 0 0 JEFF DUBNOW CHIEF DEVELOPMENT OFFICER (TILL 7/22 81414 0 45650 0 3713 0 0 0 11204 0 141981 0 0 0 PART I, LINE 4A PAM SCHUSSLER, FORMER CHIEF OPERATING OFFICER-$261,665 JEFF DUBNOW, FORMER CHIEF DEVELOPMENT OFFICER-$141,981 FORM 990, PART VI, SECTION B, LINE 11B GOVERNING BOARD REVIEW OF FORM 990 A COPY OF THE 990 IS SENT TO THE JOINT FINANCE COMMITTEE (JFC) FOR REVIEW/APPROVAL/QUESTIONS/COMMENTS. ONCE THE JFC REVIEWS, IT IS THEN MADE AVAILABLE TO THE FULL BOARD FOR REVIEW. ONCE THE FULL BOARD REVIEWS, THE 990 IS FILED. FORM 990, PART VI, SECTION B, LINE 12C MONITORING AND ENFORCEMENT OF CONFLICT OF INTEREST POLICY EACH MEMBER OF THE BOARD SHALL, AT THE EARLIEST POSSIBLE OPPORTUNITY, FULLY DISCLOSE TO THE BOARD ANY INTEREST SUCH MEMBER HAS IN ANY TRANSACTION BEING CONTEMPLATED BY THE BOARD. SUCH DISCLOSURE SHALL BE REQUIRED WHETHER THE MEMBER IN QUESTION HAS SUCH AN INTEREST INDIVIDUALLY OR THROUGH A CORPORATION, PARTNERSHIP, ASSOCIATION, OR OTHER ENTITY IN WHICH SUCH MEMBER HAS A FINANCIAL INTEREST OR IS AN EMPLOYEE, OFFICER, OR DIRECTOR. AFTER COMPLETION OF ANY QUESTIONS AND DISCUSSION REGARDING THE DISCLOSURE BY THE INTERESTED DIRECTOR, THAT DIRECTOR SHALL NOT PRESENT FOR ANY FURTHER DISCUSSIONS OR VOTE ON THE TRANSACTION IN QUESTION. DISCLOSURE, REVIEW, AND APPROVAL OR DISAPPROVAL OF A PROPOSED CONTRACTUAL RELATIONSHIP BY KENCREST CENTERS WITH ANY MEMBER OF THE BOARD OF DIRECTORS SHALL BE REQUIRED NOTWITHSTANDING THE FACT THAT THE MATTER WOULD OTHERWISE NOT BE ONE IN WHICH THE BOARD OF DIRECTORS WOULD BE REQUIRED TO APPROVE A CONTRACTUAL RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING COMPENSATION THE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE COMPENSATION OF THE CEO USING METHODS DESCRIBED IN SCHEDULE J AND ANY PROPOSED CHANGES ARE SUBMITTED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. ALL OTHER OFFICER AND KEY EMPLOYEE COMPENSATION IS DETERMINED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 PUBLIC AVAILABILITY OF OTHER DOCUMENTS ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THEY ARE ALSO AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE. KENCREST HOUSING PA I INC 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 232592701 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 10 KENCREST CENTERS 1 KENCREST HOUSING PA II INC 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 232703539 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 10 KENCREST CENTERS 1 KENCREST HOUSING PA III INC 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 232771539 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 10 KENCREST CENTERS 1 KENCREST HOUSING PA 99 INC 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 233032225 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 10 KENCREST CENTERS 1 KENCREST HOUSING PA 2000 INC 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 233063082 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 10 KENCREST CENTERS 1 KENCREST HOUSING PA 2001 INC 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 233083837 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 10 KENCREST CENTERS 1 KENCREST HOUSING PA 2002 INC 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 223895470 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 10 KENCREST CENTERS 1 KENCREST HOUSING PA 2006 INC 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 208113898 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 10 KENCREST CENTERS 1 KENCREST HOUSING DE 02 INC 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 232703540 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES DE 501(C)(3) LINE 10 KENCREST CENTERS 1 KENCREST HOUSING DE 03 INC 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 200679579 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES DE 501(C)(3) LINE 10 KENCREST CENTERS 1 KENCREST HOUSING PA 2007 INC 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 260179313 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 10 KENCREST CENTERS 1 KENCREST HOUSING PA 2009 INC 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 273721004 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 10 KENCREST CENTERS 1 KENCREST HOUSING PA 2010 INC 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 272862205 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 10 KENCREST CENTERS 1 KENCREST SERVICES 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 251439925 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 7 KENCREST CENTERS 1 ALAW 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 232837406 SERVICES FOR PERSONS WITH DEVELOPMENTAL DISABILITIES PA 501(C)(3) LINE 10 KENCREST CENTERS 1 CENTERS STAFFING SERVICES (INACTIVE) 960A HARVEST DRIVE STE 100 BLUE BELL PA 19422 233067991 STAFFING SERVICES PA KENCREST CENTERS C 1.00000 0 LYNCH MANAGEMENT SERVICES (INACTIVE) 216 CEDAR AVE WILLOW GROVE PA 19090 232249598 MANAGEMENT SERVICES PA KENCREST CENTERS C 1.00000 0 0 1 0 1 0 0 0 0 0 1 0 1 1 0 0 1 0 0 1 KENCREST SERVICES M 108000 FMV KENCREST SERVICES L 3186000 FMV KENCREST SERVICES J 291953 FMV KENCREST SERVICES P 328099 FMV KENCREST SERVICES B 503611 FMV KENCREST SERVICES D 4000000 FMV